Wells Fargo: Sept 2022 to Feb 2023
by Site Admin | Aug 29, 2025
Enterprise Business Agility Consulting
- Advised a sub division Coaching Org. on common topics around Portfolio/Program coaching and change mgmt. as well as Sr. Mgmt influence via Strategic Flow.
- Coached 2 young ARTs (Team of Teams) through two Quarters of Planning and Exeuction. Focus was on stablizing the in-take practices, striving for inclusion and co-commitment on Plans. Estimation calibration was a key focus towards mid-range ETA planning and negotiation with Sr. Mgmt.
- Advised Portfolio Strategy formulation and initial attempts to flow OKRs through an Epic in-take kanban system. Expectation mgmt was a key focus, with tie-ins to objective demonstrations of outcomes via properly executed System Demos.
- Reviewed and advised on simplifications to cross Journey (cross Product Line) in-take practices. The theme was Capacity Allocation policies and work-type routing changes to ensure empowerment without clogging the top-level prioritization focus.
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