ABOUT THE COURSE

Lean Portfolio Management is a three-day interactive course that provides a workshop-type of experience.

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.

Benefits of the training

  • Attending the class prepares you to take the LPM exam and to gain SAFe® LPM certification


  • 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.


Learning objectives

  • Describe the importance of Lean Portfolio Management (LPM)
  • Connect the portfolio to enterprise strategy
  • Implement Lean budgeting and Guardrails
  • Establish portfolio flow with the Portfolio Kanban
  • Support operational excellence with APMO and CoPs
  • Coordinate Value Streams
  • Measure the Lean portfolio management performance
  • Build a plan for LPM implementation

Attendees typically include

  • 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


“Learn to measure the Lean Portfolio performance”