Lean Portfolio Management

Aligning strategy with execution based on version 4.6 of SAFe

In this course, attendees will 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 in the course will have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants will be able to establish portfolio flow with the Portfolio Kanban and prioritize initiatives 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

Learning Goals

  • 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 Agile PMO and CoPs

  • Coordinate Value Streams

  • Measure the LPM performance

  • Build a plan for LPM implementation

What Attendees Get?

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

Who will benefit?

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

Prerequisites

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