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

Topics Covered​

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