Lean Portfolio Management

Aligning strategy with execution

Lean Portfolio Management 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. There is also an additional 1-day workshop available to help enterprise teams get started with LPM in their organization.

In this course, attendees gain the practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance. Participants also have the opportunity 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 establish portfolio flow with the Portfolio Kanban and prioritize epics for maximum economic benefit. The course also provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails and measure the Lean portfolio performance.

Course description

Learning Goals

  • To perform the role of a Lean Portfolio Manager, attendees should be able to:

    • 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

Price of the course includes:

  • Delivery of two-day SAFe® for Teams training course conducted by a experienced trainer certified by Scaled Agile, Inc., provider of SAFe®
  • Preparation and eligibility to take the SAFe® 5 Practitioner (SP) certification exam (SAFe 5 Practitioner Exam)
  • Fully equipped training room
  • Refreshments and working lunch during the training course
  • Attendee workbook licensed by Scaled Agile, Inc.
  • One year membership to the SAFe Community Platform, with access to members-only resources such as webinars, workbooks, guidance presentations, and advance notice of upcoming SAFe products
  • One Certification exam attempt upon General Availability of the course
  • Course certificate of completion
  • SAFe 5 Practitioner certification upon passing of exam

Target Audience:

The following individuals will benefit from this course:

  • Team members who apply Lean and Agile at scale
  • All members of an Agile Release Train preparing for launch
  • Scrum Master / Developers / Team Leads

Topics Covered​

  • Introducing Lean Portfolio Management (LPM)
  • Establishing Strategy and Investment Funding
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Implementing the LPM function