SAFe Lean Portfolio Management

Aligning strategy with execution 

 

Lean Portfolio Management (LPM) 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.

Participants learn 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 also learn how to establish portfolio flow with the Portfolio Kanban and prioritize epics for maximum economic benefit. Additionally, the course provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails, and how to measure the Lean portfolio performance.

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)
  • Portfolio managers
  • Enterprise architects
  • Product managers and solution managers
  • Business owners
  • Program office personnel
  • SPCs and enterprise Agile coaches
  • Human resources
  • Epic owners
  • RTEs

After attending the class, you will 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

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
  • Introducing Lean Portfolio Management (LPM)

  • Establishing Strategy and Investment Funding

  • Applying Agile Portfolio Operations

  • Applying Lean Governance

  • Implementing the LPM function

Class registration includes:

  • Attendee workbook
  • Preparation and eligibility to take the SAFe® 5 Lean Portfolio Management (LPM) certification exam
    exam
  • One-year membership to the SAFe Community Platform
  • Course certificate of completion

Attendees must all three days of the course to be eligible to take the exam.

Membership renewals are one year from the date certification is earned.

Renewal fee: $295

  • You may be eligible to apply for 24 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 the Scrum Alliance

Course Title

Lean Portfolio Management

PMI Assigned PDU Claim Code: 4446KOP5D4

Course Identifier

SAFe LPM

Talent Triangle PDU Allocation

PMI Certification 

Technical 

Leadership 

Strategic 

Total

PMP 3.00     3.00
PgMP 8.00     8.00
PMI_RMP 8.00     8.0
PMI_SP 6.00     6.00
PMI_ACP 6.00     6.00
PfMP 10.00    

10.00

PMI_PBA 4.00 4.0 10.0

18.00

Upcoming offerings