Lean Portfolio Management
Aligning strategy with execution
Lean Portfolio Management (LPM) is a two-day, interactive course that teaches the practical tools and techniques necessary to implement Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance.
This course is designed for leaders and influencers who are responsible for the Lean Portfolio Management function.
Examples include:
• Executives and leaders (CIOs, CEOs, CFOs, CTOs, and VPs)
• Enterprise architects
• Product managers and solution managers
• Business unit managers
• Program office personnel
• SPCs and enterprise Agile coaches
• Human resources
• RTEs
• Epic Owners
- • Introducing Lean Portfolio Management (LPM)
• Establishing Strategy and Investment Funding
• Applying Agile Portfolio Operations
• Applying Lean Governance
• Implementing the LPM function
All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more productive:
• Familiarity with Agile concepts and principles
• Attended a Leading SAFe® or SAFe® PO/PM course
• Experience working in a SAFe environment
Participants learn to capture the current and future state of their portfolio with the Portfolio Canvas tool, and identify important business initiatives for achieving the portfolio vision. Participants also learn how to establish portfolio flow with the Portfolio Kanban and prioritize epics for maximum economic benefit. Additionally, the course provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails, and how to measure the Lean portfolio performance. An additional 1-day workshop is available to help enterprise teams getstarted with LPM in their organization.
With SAFe® 5 Lean Portfolio Manager Certification Based on version 5.0 of SAFe
Our Best System for the Learners
This course is designed for leaders and influencers who are responsible for the Lean Portfolio Management function. Examples include:
• Executives and leaders
(CIOs, CEOs, CFOs, CTOs, and VPs)
• Portfolio managers
• Enterprise architects
• Product managers and solution managers
• Business owners
• Program office personnel
• SPCs and enterprise Agile coaches
• Human resources
• Epic owners
• RTEs
- • Introducing Lean Portfolio Management (LPM)
• Establishing Strategy and Investment Funding
• Applying Agile Portfolio Operations
• Applying Lean Governance
• Implementing the LPM function
• Describe Lean Portfolio Management (LPM)
• Connect the portfolio to enterprise strategy
• Establish the Portfolio Vision
• Implement Lean Budgeting and Guardrails
• Establish flow with the Portfolio Kanban
• Support operational excellence with an Agile Program Management Office (PMO) and Communities of Practice (CoPs)
• Coordinate Value Streams
• Measure LPM performance
• Build a plan for LPM implementation
Class registration includes:
• Attendee workbook
• Course certificate of completion
• Preparation and eligibility to take the SAFe® LPM certification exam
• One-year membership to the SAFe Community Platform
• One certification exam attempt
All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more productive:
• Familiarity with Agile concepts
and principles
• Attended a Leading SAFe® or
SAFe® PO/PM course
• Experience working in a
SAFe environment
Those attendees who pass the exam will receive Scaled Agile membership for one year, access to the private member area, downloads, and invitations to special events. Membership renewals are one year from the date certification is earned.
- Annual renewal fee: $295
