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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Virtual: Instructor Led
Th, T
5:00PM to 7:30PM
Sep 12, 2024 to Oct 10, 2024
Schedule and Location
Contact Hours
Delivery Options
Course Fee(s)
Tuition non-credit $1,495.00
Section Notes

Enrollment Deadline is Thursday, September 5th, 2024 at 5:00 PM CST. Beyond this date, please call 314-935-4444 to register.

THIS IS A VIRTUAL COURSE--Attendee can participate from a location of their choosing. The live instructor teaches the course and provides the opportunity for remote attendees to participate in discusses and exercises with both in-person and remote attendees. Some courses involve hands-on activities and labs. These activities are performed via a secure cloud-accessible environment. Live online courses are through Zoom; Video camera, microphone and speakers are necessary to participate in this class.


A full refund will be given when a registrant cancels more than five (5) business days prior to the start of the class. Cancellations received within 5 business days of the start of the class and no-shows will be billed in full. Another person may be substituted at any time at no additional charge.
A request to transfer a class to a future date can only occur if the request is more than 5 business days prior to the start of class.  Otherwise, the request will be considered a cancellation and the policy will apply.

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