Lean Portfolio Management

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 establishing Value Stream Budgets and Lean Budget Guardrails and measuring the Lean portfolio performance.

Attending the class prepares you to take the exam and become certified in SAFe Lean Portfolio Management (LPM)

Who should attend?

The following individuals will benefit from this course:

• 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

Learning goals

Below are the learning goals for this course

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

Professional Development Units (PDUs) and Scrum Education Units (SEUs)

• You may be eligible to apply for 15 PDUs toward your continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications.
• You may be eligible to apply for SEUs under Category C, toward earning or renewing your CSP through Scrum Alliance.