The starting point for everyone. This 45-minute introduction explains what OLM is, why Schneider Electric adopted it, and how it connects innovation work to the agile operating model and financial governance. You will follow one idea end to end: from a customer problem spotted in the field, through validation and an investment pitch, to a funded solution measured on real outcomes. Along the way you will meet the roles involved — Product Owners, Scrum Masters, the PMO and business sponsors — and see exactly which decisions belong to whom. Finish this module before booking any of the five deep dives; they all assume this shared vocabulary.
📊 For the PMO
The baseline module for portfolio conversations. It defines the stages every initiative moves through, the three investment gates, and the decision rights at each one — the same model your portfolio Kanban and gate reviews are built on. Worth confirming all initiative owners have completed it, because gate submissions improve noticeably when they have. Track this: completion of the introduction by anyone submitting a Gate 1 pack for the first time.
🎯 For Product Owners
This is the 45 minutes that explains the system you operate in: how an idea becomes a funded initiative, which gates your business case passes, and which decisions are yours versus your sponsor's. If you have ever prepared a pitch without knowing what the board actually checks, this closes that gap. Everything else on the portal assumes this vocabulary. Takeaway for your backlog: every item should trace to an outcome you could defend at a gate.
🤝 For Scrum Masters
Start here before coaching anyone else through it. The introduction shows the whole flow from customer problem to funded, measured delivery, and where team events fit inside the quarterly cadence. It gives you the shared vocabulary to explain why planning and funding work the way they do, instead of defending rituals in isolation. Try this with your team: walk one current backlog item backwards and ask which OLM stage it actually came from.
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