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.

Goals

• 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

Topics (Content)

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

Recommended audience

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

Duration

3 days

Prerequisites

none

Certification

• SAFe Lean Portfolio Manager certificate
• SAFe 4 Lean Portfolio Manager digital badge to promote your accomplishment online
• A one-year certified membership as a SAFe 4 Lean Portfolio Manager, which includes access to the LPM Community of Practice
• A SAFe 4 Lean Portfolio Manager certification usage guide with LPM certification marks
• Access to a variety of learning resources to support certified professionals during their SAFe journey