The Lean Portfolio Management competency aligns strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. It is one of the seven core competencies of the Lean Enterprise. 

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. 

 

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.

 

Topics Covered

• Introducing Lean Portfolio Management (LPM)

• Establishing Strategy and Investment Funding

• Applying Agile Portfolio Operations

• Applying Lean Governance

• Implementing the LPM function

Course Information

 

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

What Attendees Get

 

The 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

Prerequisites

All are welcome to attend the course, regardless of experience.

However, the following prerequisites are highly recommended:

• Familiarity with Agile concepts and principles

• Attended Leading SAFe or SAFe PO/PM course

• Experience working in a SAFe environment

General Course Improvements

• All content has also been aligned with changes made to the Scaled Agile Framework Big Picture 

• Added a new lesson topics slide in each module so it can be decoupled from lesson objectives. 

• Lesson topics are now used for the section headings. 

• Lesson objectives have been refactored so that they are more realistic and measurable. 

• Updated SAFe Collaborate Digital Classroom templates. 

 

What’s included:

• Course materials
• Remote learning via SAFe® Virtual Classrooms
• Access to SAFe® Collaborate, a visual online workspace
• One-year membership to the SAFe® Community Platform
• Lean Portfolio Manager certification exam
• Access to the optional Getting Started with LPM Workshop

Attendees learn:

• How to connect the portfolio to the enterprise.
• How to maintain portfolio vision and roadmap.
• How to establish Lean budgets and guardrails.
• How to create portfolio flow.

Adopt LPM in your Enterprise

This page includes resources designed to support you in getting started with adopting and implementing LPM within your enterprise.

Ready to take your LPM education to the next level?