SAFe Lean Portfolio management

Aligning strategy and initiatives

Learn to think differently about budgets and value creation

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Translating business strategy into initiatives, approving them, providing funding and tracking their execution are the traditional domain of portfolio management. Organizations that adopt a lean-agile way of working still need this function, while respecting the new way of working. The lean-agile transformation itself needs to benefit from best practices and support by Communities of Practice, and governance in order to maintain compliance with external regulations.

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.

Check out our Training Calendar for SAFe LPM sessions...

Learning 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 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

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

Focus on the creation of value.

The SAFe LPM training will help you shift away from stifling budget control to responsible funding and a focus on value creation.