SAFe® Lean Portfolio Management

Course Overview

Duration:
3 Days

Pre-Requisite:
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

Certification:
Attending the class prepares individuals to take the exam and become a certified SAFe® 4 Lean Portfolio Manager (LPM)

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.

Typical Topics and Activities

• Introducing Lean Portfolio Management (LPM)
• Establishing Strategy and Investment Funding
• Applying Agile Portfolio Operations
• Applying Lean Governance
• Implementing the LPM function

Learning Objectives

By the end of this course, attendees 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 Agile PMO and CoPs
• Coordinate Value Streams
• Measure the LPM performance
• Build a plan for LPM implementation