Lean Portfolio Management

Aligning strategy with execution with Certified SAFe® Lean Portfolio Manager

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Overview

In this three-day workshop-style course, attendees 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 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 also explore methods 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 Goals

To perform the role of a Lean Portfolio Manager, attendees should 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 Program Management Office (PMO) and Communities of Practice (CoPs)
  • Coordinate Value Streams
  • Measure LPM performance
  • Build a plan for LPM implementation

Who should attend

This training is for all levels of Scrum experience. There are no prerequisites.

Earn Professional Development Units

This course also counts as 16 PMI PDUs, as well as, 16 of the 21 contact hours needed for the PMI-Agile Certified Practitioner (PMI-ACP) certification.

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