Objective inventory
Which business objectives are on the table — local, shared, strategic, regulatory or technical?
Exercise 1B
Create a first inventory of the outcomes the Value Stream is expected to deliver — then mark which objectives need cross-stream coordination.
What we produce
Exercise 1A showed who belongs to the Value Stream context. Exercise 1B asks what this Value Stream is trying to achieve together — and which objectives should shape invitees, artifacts, agenda blocks and follow-up syncs.
Which business objectives are on the table — local, shared, strategic, regulatory or technical?
Which ARTs, trains, suppliers, central functions or shared initiatives are affected?
Where is the objective hard to move because many units must align, decide or sequence work?
Which objectives should shape invitees, prepared artifacts, agenda blocks and follow-up syncs?
Key distinction
The portfolio may tell us what matters most. Exercise 1B reveals what needs the most coordination. Two objectives can be equally important and still create completely different conference needs.
Usually decided or provided by portfolio, sponsors or business owners.
Usually revealed by affected units, dependencies, decision gates and capacity conflicts.
Never use this exercise to overrule portfolio priority. Use it to decide where the conference must create alignment.
Objective altitude
A useful objective describes an outcome worth coordinating. It is not a single task, and it is not a vague strategy poster.
By [time horizon], we want to achieve [observable business outcome] for [customer / market / internal stakeholder], and it involves [affected units].
Facilitation flow
Suggested 15-minute version for a 90-minute workshop. Stop after step 4 if time is tight; the optional ranking can be completed later by the facilitation team.
Explain that the exercise reveals coordination demand, not portfolio priority.
Write objectives that are already known — real, anonymized or fictionalized.
Use the Exercise 1A landscape. Which units must contribute or are impacted?
Mark dependencies, decision gates, shared foundations, supplier or capacity conflicts.
Sort only when useful: which objectives need the most Value Stream coordination?
Turn top objectives into questions for invitees, artifacts, agenda and cadence.
Primary canvas
List all objectives first. Local objectives are useful too; they reveal what does not need stream-wide coordination. Do not filter too early.
| Business objective | Source / owner | Outcome | Time horizon | Affected units | Shared? | Portfolio priority input | Coordination need | Open question |
|---|---|---|---|---|---|---|---|---|
| OTA compliance | Portfolio / BO | Regulatory readiness | Q3 | ART A, Security, Legal | yes | high | high | Evidence chain? |
| Cockpit UX refresh | ART B PM | Customer experience | next PI | ART B | no | medium | low | Dependencies? |
| Data platform rollout | Platform owner | Telemetry capability | 2 PIs | 3 ARTs, Cloud, Supplier | yes | high | high | Lead times? |
This is the primary working canvas. Encourage rough wording and rough priority signals; refinement comes later.
Canvas
For one objective, mark where it touches the Value Stream landscape. The result is not a dependency model; it is a fast conversation starter.
Who directly contributes?
Is a larger solution system involved?
External commitment or lead time?
Finance, legal, HR, procurement, governance?
Architecture, DevOps, cyber, AI/data, platform?
Project org, line department, PMO or service function?
Optional canvas
Use only if the group needs a fast order of where coordination should start. Rank by coordination demand, not by business value.
| Objective | Affected units | Coupling | Shared foundation | Supplier / external | Governance gate | Capacity conflict | Total signal | Rank |
|---|---|---|---|---|---|---|---|---|
| OTA compliance | 5 | high | cyber + test | test lab | regulatory | medium | high | 1 |
| Data platform rollout | 7 | high | platform + cloud | cloud partner | security | high | high | 2 |
| Cockpit UX refresh | 1 | low | none | none | none | low | low | local |
Snippet cards
The card labels are prompts, not mandatory categories. Let participants name objectives in their own language, then attach one or two tags.
Multiple choice aids
Participants often know the category before they know the perfect wording. Use the checklists to keep speed without losing structure.
Alternative canvas
Use one card per objective when the group works visually in Miro, Mural or PowerPoint. Attach tags for scope, coordination signals and optional rank.
Debrief
Do not end with the table alone. End with a spoken synthesis: what are we trying to achieve, and where does coordination become the problem?
Which objectives are now visible — including local and shared objectives?
Which objectives most need Value Stream-level coordination?
Which roadmaps, capacity views, constraints or decisions must be prepared?
Which objectives need follow-up interviews, owner clarification or better data?
Where do shared initiatives and CoPs become visible for Exercise 1C?
“For the first Value Stream Conference, our known Business Objectives are: [list]. The strongest coordination candidates are: [top objectives]. Portfolio priority is provided by [source]. We still need follow-up on [unknowns].”
Next handoff
Exercise 1B feeds directly into Exercise 1C: shared initiatives and CoPs become visible where objectives need architecture, DevOps, cyber, platform, AI/data or transformation work.