Friday, June 26, 2026

Program Management Demystified – What It Is and What It’s Not

  

Program management is often misunderstood as simply “managing multiple projects,” but in reality, it is a strategic discipline focused on managing related initiatives to achieve broader organizational outcomes leading to benefits aligned with strategic objectives. 

Unlike project management, which zeroes in on delivering specific outputs or deliverables within the defined constraints of scope, schedule and cost, program management connects the dots among the interrelated group of projects, subprograms and program activities – known as program components. 

A program aligns its components with business goals, manages interdependencies, and ensures that the combined value exceeds the sum of individual efforts. In fact, in the Standard for Program Management (SPgM), there is a principle (PR): Synergy.

The Synergy PR explicitly tells this: we create more than what was possible/achievable by a program’s individual component parts.

In this article, we know more on Program Manager. I’ll try to remove many misconceptions and will follow the same pattern as used in CIPSA course – What It’s and What It’s Not.

I'd also suggest that you read this article in combination:

Decoding A Program  What It Is and What It's Not

Now let's dive-in.

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1. Not only Knowledge and Skills, but also Principles.

Program management is not only the application of knowledge and skills, but also principles.

In Standard for Program Management (SPgM) for the first time, PMI has added a number of principles which permeates across various performance domains. Yes, knowledge and skills are needed to perform program management. However, principles are equally important. 

For example, there is principle of Governance, which is a must-have in order to manage programs effectively. 

2. Not only a Manager, but also a Leader.

The program manager is both the manager and leader of the program.

As SPgM notes and I quote verbatim:

"Program management is led by a program manager, who is the person authorized by the performing organization to lead the team or teams responsible for achieving program objectives."

You, the Program Manager, are the leader of the program. Make no mistake about it. However, leadership and management are not the same. To know more leadership, you can read this comprehensive article. The article is about project managers, but many aspects will be applicable to Program Managers, too. 

3. Not Just Traditional, but also Agile.

While planned benefits' delivery in phase-based manner is well-understood, program benefits can also be delivered in an Agile mode.

Programs can have phase- or gate-based approach to deliver the benefits. One can also deliver the benefits in an Agile mode. 

For the planned/target benefits to delivered in Adaptive mode, the approach is to deliver in an increment manner, i.e., we get incremental benefits. In Agile approach, iterations are typically used and incremental benefits are given at the end of every iteration.

Agile at Scale framework, such as Certified In Practical Scaled Agile (CIPSA), can be used for incremental delivery. 

4. Not only Vertical, but also Horizontal. 

The program managers look at both the aspects – vertical and horizontal. 

When I say both vertical and horizontal areas of program, there are many aspects to it.

As a Program Manager, you have to provide solid horizontal and vertical communications with the stakeholders. Another aspect is horizontal coordination with other program managers under the same portfolio, but also vertical support for the top leadership. After all, a program should be strategically aligned. 

5. Not a Politician, but Politically Savvy.

A program manager is not career politician playing politics, but should be politically savvy showing sensitivity to diverse interests.

Your job is that a program manager, not of a politician. Many don't touch this aspect of politics, but I certainly will! Many organizations have too much political climate, where rarely anything gets done, other than playing politics. This is one of the key reasons for their failures. 

However, as a program manager, you need to be politically savvy. You need to politically sensible and pay close attention to the interest of the program stakeholders – especially stakeholders with high power, interest, and influence. However, you've to act with integrity, which is non-negotiable. 

6. Not only Benefits, but also Strategic Alignment.

Programs delivery benefits taking a number of related components. Programs are also aligned with strategic objectives of an organization. 

Programs are typically initiatives within a portfolio. When a program is initiated a program manager is assigned. It's the job of the program manager to not only deliver the benefits, but also continuously align the program with strategic objectives while being in pursuit of the benefits to be delivered. 

In other words, the benefits and value to be delivered are important to an organization's strategic business objectives.  

7. Not only the Mentor, but also Facilitator.

Program Managers wear many hats, including those of a mentor and facilitator depending on the context and situation.

A Program Manager (PgM) acts as mentor while ensuring that standards and practices are understood and followed.

Coming to the role of a facilitator, here is an example. Program is a team of teams. But some teams may not be under the direct authority of you, the Program Manager. In such cases, facilitation may be required. 

Note: There is another principle called Team of Team specifically for program managers.

8. Not Managing Operations, but Managing Program Components.

Program Managers don't manage operations, but manage the program itself.

A program manager considers the program elements such as projects, subsidiary program and program related activities. Operations, usually, are not under the scope of the management, as they're ongoing in nature. 

However, operational activities that directly related to a program's components may be considered as program-related activities. 

9. Not One Governance Body, but Multiple Governance Bodies.

In practice, most program managers have to deal with multiple governance bodies, not just one!

The program management standard talks about approaches, principles, performance domains and practices for most of the programs, most of the times. 

Nevertheless, considering governance, most program managers will have to deal with multiple governance bodies, not just one body. On ground, governance functions are performed through multiple governance bodies. 

10. Not only Top-Down, but also Bottom-Up. 

As a program manager, you've to be familiar with management of both types of programs: top-down or bottom-up. 

In a top-down approach, programs are taken fresh to pursue new goals and objectives. This are usually initiated with a Portfolio. See PfMP Live Lessons – Guaranteed Pass for more details on portfolio and the initiatives within. An example can be an initiation of a program within a portfolio as part of organization's strategic planning cycle.

On the other hand, it's possible that some of the projects are already running and it was decided to run them together as a program. These projects/subprograms have relatedness and interdependencies and hence, they are better managed as a program. 

Again, you – the program manager – have to know both these approaches and how to conduct various program activities in both the cases.

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Summary Table – Program Management 

Conclusion

Program Management is not merely coordinating projects but goes beyond. It’s about creating alignment, enabling strategic execution, and driving long-term value for your organization. Above all, it's also applying the program management principles. 

When done well, program managers and program management become the bridge between organization’s vision and ground execution with a set of interrelated components. 

As I wrote in the beginning, it’s about synergy – creating more than what’s possible by individual component parts. Indeed, it is!

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[3] Guaranteed RMP Live Lessons Courseby Satya Narayan Dash.

[4] Guaranteed ACP Live Lessons Course, by Satya Narayan Dash.


Saturday, June 06, 2026

Decoding A Program – What It’s and What It’s Not!


Recently, I was interacting with a few project managers who have years of experience in the field and they wanted to pursue program or portfolio management. They quickly understood portfolios, because it’s sharply different and distinct compared to projects. 

However, they struggled to understand program and its management – particularly the PMI way. 

Certain questions came-up:

  1. Why not take a big project in place of a program?
  2. If programs have strategic alignment, then why we need portfolios?
  3. What exactly are the components of a program? Are operations part of it?
  4. In my organization, many projects are running, but there are no programs. Why is that?
  5. I tried to run a program in my organization, but the Project Management Office (PMO) rejected the proposal.
  6. And more…

In this article, I'll elaborate on the program management in what it's and what it's not. It'll follow my CIPSA Article Series. CIPSA is world’s only practical, hands-on Scaled Agile certification. You can read the series here:

CIPSA – What It's and What It's Not

This approach benefits both the CIPSA aspirants and successful CIPSAs. Hence, I’ll take a similar approach here. 

Now, let us dive-in.

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1. Not Disparate Goals, but Common or Complementary goals.

Program components will have common or complementary goals, not disparate ones. 

Program can have components such as projects and subprograms. Projects are usually the core components of a program. Subprogram is a group of related projects managed as a program within a program. 

All the program components will have common goals. These goals will be documented in the Program Management Plan. 

2. Not Outputs or Outcomes, but Benefits.

Projects provide the outputs/results (deliverables). Programs deliver the benefits. 

The definition of a program given by the Project Management Institute (PMI) says it clearly. It's noted below:

"A program comprises related projects, subsidiary programs, and program activities managed in a coordinated manner to obtain benefits not available from managing them individually."

Did you notice? In programs, it's about benefits. We manage the related group of projects and subprograms in order to deliver benefits to the organization. This is not possible if you  run them separately. 

3. Not Disparate Benefits, but Common Ones.

Program components jointly produce common benefits. 

This is related to the first point. However, it's with respect to the benefits – not goals. It’s possible that the program components don’t jointly contribute to the delivery of common benefits, but disparate ones.

In such a case, if the program components are related only by common sources of technology, stakeholders, or geographical locations etc., they are better managed as portfolios rather than as programs. It's very important to understand.

For example, it's possible in an organization you've multiple business units (BU). One BU is very specific to North America region. Within this portfolio, you have a collection of projects, programs, subportfolios, operations. The commonality among the portfolio components here is the geo-location.  

4. Not Isolated, but Related.

Program components are related to each other. It's a group of related projects and/or subprograms.  

The components in a program are always related. It's a group, not a collection of components as in portfolios. This relatedness is always there among the program components.

Because of this relatedness, we have interdependencies among the program components. These interdependencies can be visually shown by the Program Roadmap.

5. Not Alone, but can be Stand-alone and a Part of!

Programs can be stand-alone and directly part of the organization.

Usually, programs are part of a portfolio, which is used to directly achieve the organization's strategic business objectives. 

Programs can also be stand-alone, i.e., not part of any portfolio, but part of the organization. When a program is stand-alone, it may inherit some of the characteristics of a portfolio. In such a case, the role of a Program Manager has to be modified. 

6. Incremental or Collective Benefits, but not without any Benefits.

Programs are there fundamentally to deliver benefits and hence value to the organization.

Program benefits can be incremental in nature. Taking an example consider a community development program – parks, library, play area etc. The outcomes, coming from projects, start delivering benefits when they are finished. The benefits here are incremental. Is not it? 

Program can also deliver benefits all at once, i.e., as a unified whole. In this case the benefits of a program are not realized until the entire program is completed. 

7. Not Controlling Uncertainty, but Embracing Uncertainty.

Unlike projects where uncertainties are to be constrained and controlled, at program level, uncertainties are embraced. 

Projects try to control uncertainty and risks. The idea is to minimize threat and maximize opportunity. Programs, on the other hand, operate a higher organizational level. Hence, they have more authority and vision (visibility). Uncertainty is embraced and used as a tool to drive opportunities or find ways to reduce negative risks.

8. Not Reactive, but Proactive.

This is with respect to change management. In Programs, changes are managed in a proactive way, not in a reactive manner. 

For program components such as projects, program managers expect consistent level of performance - on time, within budget etc. In addition, program Managers can create new components or cancel existing components. This is to ensure benefits are in alignment with strategic objectives.

One can say that a program proactively uses change management to keep the program and its components aligned with the various aspects of the environment. 

9. Not Manage and Control, but Accept and Adapt.

This is with respect to change management. 

In a program, changes are accepted and adapted for optimization of benefits delivery. 

Projects focus on keeping change managed and controlled. The idea is to control with the project baseline. In portfolios, we continuously monitor change in the broader internal and external environments and consider strategic changes with an overall focus on value. Portfolios have organizational horizon for change management.

Programs, on the other hand, accept and adapt to changes. This is done to optimize benefits delivery. Benefits are realized as a program’s components deliver outcomes. 

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Summary Table: Program – What It’s and What It’s Not


Conclusion

I’ll elaborate a bit more on change. In fact, there is Change Principle (PR) for Program Management in the Standard for Program Management. The Change PR informs this: 

"Manage program change to improve effectiveness and efficiency of benefits realization, delivery, and sustainment during the program life cycle and after its transition to an organization’s operations."

Simply put, you embrace change with an overall focus on program benefits realization, transition, and sustainment.

To know more on change management flow in Program Management, you refer to this article: 

Program Change Request Management (PgMP) and Flow – The Standard for Program Management


Monday, May 18, 2026

CIPSA Cross-Team Backlog Refinement – Turning Scaled Agile Theory into Practical Execution


According to the CIPSA Framework Guide, one of the meta-events is the Cross-Team Backlog Refinement. The other meta-events, as noted in this article, are CIPSA Planning, CIPSA Daily Stand-ups, CIPSA Review and CIPSA Retrospective. While the CIPSA Sprint is the container event, the latter four are contained events.

However, the CIPSA Cross-Team Backlog Refinement meta-event is neither a container nor a contained event. Even so, this meta-event is essential, as emphasized in the CIPSA Framework Guide.

The guide is free to read and download. The download link is below:

Download the CIPSA Framework Guide

In this post, we will use CIPSA Scrum@Scale to demonstrate how this can be implemented in a practical manner using the MS Project Agile software tool.

Please note that the CIPSA framework supports both Scrum and Kanban at the team level. However, the content below specifically focuses on team-level Scrum scaled to manage multiple Scrum teams.

Basics of Cross-Team Backlog Refinement

As the name tells, in this session the backlog is refined. The backlog presented should be organized and up to date. The Chief Product Owner (CPO) should inform the CIPSA team in advance about the items to be ordered. This can be done by publicly publishing the backlog items for the CIPSA team. 

In every Sprint, the CIPSA team should allocate a few hours for refinement. During this meeting, the CIPSA Scrum Team and the Chief Product Owner (CPO) work together to carry out the refinement activities. Note that the CPO is part of the CIPSA team. 

The purpose of this meeting is to prioritize and order backlog items that may be taken into upcoming Sprints. We usually look ahead by two to three Sprints. The CIPSA team must maintain the discipline of continuously refining backlog items. 

Practical Backlog Refinement

The CIPSA Certification, based on the CIPSA Framework, is practical and hands-on. Therefore, we will now explore how to apply it in a practical, hands-on manner, including Backlog Refinement in our plan.

To include these events in your plan, we will follow just three steps. Note that this is not the only way to incorporate this meta-event; other approaches are also possible.

The steps are not difficult if you've understand how scaling works while using Scrum at team-level and how to apply it with MS Project Agile. 

Step – 1: Build the Product Backlog

The Product Backlog, once prepared, will appear as shown below in MS Project Agile. At this stage, the items are not yet ordered.

As demonstrated above:

  • There are several backlog items such as “Login to the trading system”, “Create a new user”, and “Buy a stock”, which are currently unrefined. 
  • The Team custom field indicates that these backlog items are not yet associated with any specific Scrum Team. 
  • The Sprint built-in field shows that none of the unrefined backlog items have been assigned to a Sprint. 

Step – 2: Add the Backlog Refinement Meta-Event

Next, as the CIPSA Sprint Backlog is prepared, we will include the Backlog Refinement event in our plan. This is shown below.

As shown above:

  • We now have an initial cut of the CIPSA Sprint Backlog, along with “Cross-Team Backlog Refinement 1”. 
  • The Sprints are associated with the work items, but not with the Cross-Team Backlog Refinement item, since this meta-event occurs outside of the Sprint. 
  • Some resources are overallocated, which will be resolved using the resource leveling functionality available in MS Project Agile. 

Step – 3: Repeat Backlog Refinement Meta-Event

I've noted earlier that the Cross-Team Backlog Refinement session occurs periodically and therefore needs to be repeated. This is shown below. 

As demonstrated above, the next Cross-Team Backlog Refinement (number 2) is scheduled to take place before the start of Sprint 2.

Note: These backlog refinement sessions can also be added as recurring events in your plan by using the Recurring Task functionality in MS Project. 

Conclusion

I've repeatedly observed that two events get skipped from Scrum at Team level:

  • Retrospectives, and
  • Backlog refinements.

The same behavior is also seen in Agile at Scale or Scrum at Scale. 

A CIPSA team is highly likely to skip this meeting, assuming that refinement will take place during CIPSA Sprint Planning. However, the purpose of the CIPSA Sprint Planning meta-event is entirely different! 

Some CIPSA teams miss this event and instead handle refinement in an ad-hoc manner, which is not advisable. Skipping the Cross-Team Backlog Refinement session is a significant misstep.

In every Sprint, the CIPSA team should allocate a few hours for refinement. After all, the Product Backlog is a prioritized and ordered list of items, and only the highest-priority items are selected for upcoming CIPSA Sprints.

Finally:

As we just learned, you can have the Cross-Team Backlog Refinement incorporated into your plan with minimal effort, provided you understand how to apply the theory in practice.

It's only with practical application that the rubber meets the road. And as you proceed, you burn the rubber to learn along the way. CIPSA teaches it for Agile@Scale.

The below explains more on the utility of CIPSA certification and why it shines in your resume.



When going for learning, practical, hands-on applicability is indispensable. CIPSA is radically different when compared with theoretical or "branded" certifications.


CIPSA Certification: