Lean Portfolio Management

SAFe® Lean Portfolio Management

Aligning strategy with execution

Course Overview

Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one, unified team.

In this course, you 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.

You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You’ll 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.

Who Will Benefit?

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

What You'll Learn

• Describe the importance of LPM
• Connect the portfolio to enterprise strategy
• Implement Lean budgeting and guardrails
• Establish portfolio flow with Portfolio Kanban
• Support operational excellence with APMO and CoPs
• Coordinate Value Streams
• Measure the 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

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

What You Get

Class registration includes:

• Attendee workbook
• Course certification of completion
• Preparation and eligibility to take the SAFe® Lean Portfolio Manager (LPM) 6.0 certification exam
• One-year membership to SAFe Studio
• One certification exam attempt