Course Description

A Certified SAFe Lean Portfolio Manager (LPM) understands how strategy and investment funding is established, how to apply Agile portfolio operations and lean governance and how to build a plan for implementing the Lean Portfolio Management function.

Course Outline

  • Define the SAFe portfolio
  • Organize the portfolio around value
  • Explain the need for Lean portfolio management
  • Apply the Lean-Agile mindset to portfolio management
  • Describe key Lean budgeting practices
  • Connect the portfolio to the enterprise strategy
  • Maintain the portfolio vision
  • Establish Lean budgets and guardrails for value streams
  • Establish flow with the portfolio Kanban
  • Coordinate value streams
  • Support program execution and operational excellence
  • Foster Agile contracts
  • Adjust value stream budgets dynamically
  • Sequence Epic implementation with WSJF (Weighted Shortest Job First)
  • Forecast portfolio epics
  • Measure Lean portfolio performance
  • Apply technology business management to IT finance
  • Coordinate continuous compliance
  • Explain Agile development software capitalization
  • Identify missing LPM constructs from the current state
  • Build your LPM implementation roadmap
  • ROAM the LPM risks
  • Identify key stakeholders of the LPM function

Learner Outcomes

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


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