Certified SAFe® Lean Portfolio Management (LPM)

Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one, unified team.

Same price 2-day on-site or 3-day online!

Your Investment: €1595

Student Discount: n/a

Education Credit: n/a

In this two-day course, you 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.

You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You’ll 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.


This course is designed for leaders and influencers who are responsible for the Lean Portfolio Management function
Examples 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

Course Outline

Part 1: Introducing Lean Portfolio Management

  1. Why LPM?

  2. The Lean-Agile Mindset and SAFe Principles

  3. The problem with project-based accounting

  4. Benefits of organizing around value

  5. SAFe portfolio structure

  6. Shift to LPM

Part 2: Establishing Portfolio Strategy and Vision

  1. Connecting the portfolio to the Enterprise strategy

  2. Maintaining the Portfolio Vision

  3. Developing the Portfolio Roadmap

Part 3: Realizing Portfolio Vision through Epics

  1. Defining portfolio Epics

  2. Estimating Epic costs

  3. The SAFe Lean Startup Cycle

Part 4: Establishing Investment Funding

  1. Lean Budget Guardrails

  2. LPM events overview

  3. Strategic portfolio review and portfolio sync

  4. Participatory Budgeting

Part 5: Managing Portfolio Flow

  1. Describing the value of portfolio flow

  2. Establishing flow with the Portfolio Kanban

  3. Sequencing Epics for implementation using WSJF

Part 6: Applying Agile Portfolio Operations

  1. Value Stream coordination

  2. Supporting ART execution and operational excellence

Part 7: Applying Lean Governance

  1. Measuring LPM performance

  2. Coordinating compliance

  3. Technology Business Management with SAFe

  4. Agile software capitalization

  5. The Getting Started with Lean Portfolio Management workshop

  6. Additional LPM resources

Part 8: Practicing SAFe

Audience/Prerequisites

All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more productive:

  • Familiarity with Agile concepts and principles

  • Attended a Leading SAFe® or SAFe® PO/PM course

  • Experience working in a SAFe environment

You will learn

  • Describe the importance of 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 LPM performance

  • Build a plan for LPM implementation

What you will get

Class registration includes:

  • Attendee workbook

  • Course certificate of completion

  • Preparation and eligibility to take the SAFe® Lean Portfolio Manager (LPM) 6.0 certification exam (upon GA)

  • One-year membership to SAFe Studio (upon GA)

  • One certification exam attempt (upon GA)

Credits/Exam

  • Exam name – SAFe® 6 Lean Portfolio Management

  • Exam format – Multiple choice (one answer) or multiple select (2-3 answers)

  • Exam delivery – Web-based (single-browser), closed book, no outside assistance, timed

  • Exam access – Candidates can access the exam within the SAFe Community Platform upon completion of the SAFe® Lean Portfolio

  • Management course

  • Exam duration – Once the exam begins, candidates have 90 minutes (1.5 hours) to complete the exam

  • Number of questions – 45

  • Passing score – 35 out of 45 (77%)

  • Language – English

  • 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.

  • Retake policy – Second attempt on exam (first retake) can be done immediately after first attempt. The third attempt requires a 10-day wait. The fourth attempt requires a 30-day wait.

Previous

Certified SAFe® Release Train Engineer (RTE)