Certified SAFe® Lean Portfolio Manager (LPM)

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. For private client sessions there is an additional one-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.

In this 2-day class you’ll learn:

• 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

Course Outline:

1. Lean Portfolio Management (LPM)
2. Establishing Strategy and Investment Funding
3. Applying Agile Portfolio Operations
4. Applying Lean Governance
5. Implementing the LPM function
6. Day 3 Workshop (for private sessions only)