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Lean Portfolio Management

Pre-conference training
8am – 5pm | Sunday-Tuesday, September 29 – Oct. 1

Lean Portfolio Management

This is a three-day interactive course that provides a workshop-type of experience.

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.

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The following individuals will benefit from this course:

  • Executives and Leaders (CIOs, CEOs, CFOs, CTs and VPs)
  • Enterprise Architects
  • Business Unit Managers
  • Program Office Personnel
  • SPCs and Enterprise Agile Coaches
  • Human Resources
  • RTEs
  • Epic Owners

Learning Goals

  • Describe the importance of Lean Portfolio Management (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 Lean portfolio management 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

What Attendees Get

The class registration includes:

  • Attendee workbook
  • Course certificate of completion
  • Preparation and eligibility to take the SAFe® LPM certification exam
  • One-year membership to the SAFe Community Platform
  • One certification exam attempt

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 PM/PO course
  • Experience working in a SAFe environment

SAFe Certification Kit

Attendees who pass the certification exam will receive:

  • SAFe® LPM Certificate
  • A SAFe® LPM digital badge to promote your accomplishment online
  • A one-year certified membership to the SAFe Community Platform

Annual Renewal

Certifications expire one year from the date the certification is earned.

  • Renewal fee is TBD
  • Membership renewals are one year from the date certification is earned

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

  • TBD