Discover Lean Portfolio Management with our expert training at AGILEST®. This course equips you with essential skills in strategic alignment, agile planning, and dynamic budgeting.
Learn how to effectively connect strategy with execution, adapt to market changes, and maintain a funding vision to drive business agility and success.
Ideal for executives, PMOs, and stakeholders looking to enhance business agility and achieve successful outcomes.
Certification & Exam
- Exam name – LPM - SAFe® Lean Portfolio Manager
- Exam format – Multiple choice, single-select
- Exam delivery – Web-based (single-browser), closed book, no outside assistance, timed
- Exam access – Candidates can access the exam within the SAFe Studio Platform upon completion of the SAFe Lean Portfolio Manager course
- Exam duration – Once the exam begins, candidates have 90 minutes (1.5 hours) to complete the exam
- Number of questions – 45
- Passing score – 77%
- Exam cost – First exam attempt is included as part of the course registration fee if the exam is taken within 30 days of course completion. Each retake attempt costs $50.
INTENDED AUDIENCE
The Lean Portfolio Management class is intended for:
- Executives and Leaders: CIOs, CEOs, CFOs, CTOs, VPs
- Project Management Officers (PMOs)
- Enterprise Architects
- Program and Project Managers
- Product Managers and Solution Managers
- Business Unit Managers
- Program Office Personnel
- SPCs (Scaled Agile Program Consultants) and Enterprise Agile Coaches
- Release Train Engineers
- Agile Coaches
- Human Resources
- Epic Owners
ABOUT SAFe® Lean Portfolio Manager
The Lean Portfolio Management (LPM) course is designed to align strategy with execution using the Scaled Agile Framework (SAFe). This training equips executives, PMOs, and other key stakeholders with the tools and techniques to dynamically plan, budget, and govern portfolios.
Participants will learn to connect strategy with agile planning, establish lean budgets, and create portfolio flow. The course emphasizes participatory budgeting, adapting to market changes, and maintaining a funding vision. It's ideal for those looking to enhance business agility and drive successful outcomes.
Topics Covered
- Introduction to Lean Portfolio Management
- Connecting the Portfolio to Enterprise Strategy
- Establishing Portfolio Vision and Roadmap
- Implementing Lean Budgeting and Guardrails
- Creating Portfolio Flow with Portfolio Kanban
- Participatory Budgeting and Lean Governance
- Adapting to Market Changes
- Measuring Lean Portfolio Performance
- Implementing Agile Portfolio Operations
- Setting Up Investment Funding
- Achieving Portfolio Vision with Epics
- Overseeing Portfolio Flow and Value Stream
COURSE OBJECTIVE
- Understand Lean Portfolio Management: Grasp the key concepts and principles of Lean Portfolio Management (LPM) and its importance within the Scaled Agile Framework (SAFe).
- Align Portfolio Strategy with Execution: Learn to align portfolio strategy with business goals and objectives to ensure the successful delivery of value.
- Implement Lean Budgeting and Guardrails: Master the techniques of lean budgeting, setting up guardrails, and creating a financial framework that supports agile decision-making.
- Create Portfolio Flow: Develop skills to establish and maintain a portfolio flow using tools like Portfolio Kanban to visualize and manage work.
- Participate in Participatory Budgeting: Gain experience in participatory budgeting to make collaborative and informed financial decisions.
- Adapt to Market Changes: Learn strategies to effectively respond and adapt to changing market conditions and business environments.
- Measure and Optimize Portfolio Performance: Understand how to measure and track portfolio performance using key metrics and indicators.
- Implement Agile Portfolio Operations: Discover how to implement agile portfolio operations to support continuous improvement and value delivery.
- Set Up Investment Funding: Learn to set up and manage investment funding to ensure the alignment of funding with strategic priorities.
- Oversee Portfolio Epics and Value Streams: Gain insights into overseeing portfolio epics and managing value streams to achieve the portfolio vision.
COURSE PREREQUISITES
All are welcome to attend the course, regardless of experience. However, the following prerequisites are highly recommended:
- Familiarity with Agile Concepts and Principles: A foundational understanding of Agile methodologies is recommended.
- Familiarity with Value Streams: Knowledge of value streams and how they operate within an organization.
- Familiarity with Portfolio Management Funding Models: Understanding of different portfolio management funding models.
- Completion of Leading SAFe or SAFe POPM Course: While not mandatory, attending the Leading SAFe or SAFe POPM course is highly recommended.
- Experience in a SAFe Environment: Practical experience working within a SAFe environment is beneficial.
Continuing education credits
Attendees may be eligible to apply for:
- 16 Professional Development Units (PDUs) for Project Management Institute (PMI) PMP and PMI-ACP certifications.
- 15 Continuing Education Units (CEUs) for Strategic PDUs.