Lean Portfolio Management

Join our SAFe® Lean Portfolio Manager classroom training course to learn about the SAFe framework with an in-person trainer in a classroom setting and become a Certified SAFe® Lean Portfolio Manager (LPM).

Description

Course Overview

This is a two-day interactive course that includes an additional one-day Getting Started with LPM workshop. In this 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.

Aligning Strategy with Execution using the Scaled Agile Framework

Aligning strategy with execution is critical to any organisation’s success and a key aspect of the Scaled Agile Framework®. With a Lean Portfolio Management (LPM) approach, you can collaborate across silos, empower teams, and organise around value to adapt to what customers want, faster.

The Lean Portfolio Management course helps executives, project management officers (PMOs), and other key stakeholders plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes. The LPM course provides the guidance and tools attendees need to work effectively in remote environments with distributed teams. You’ll learn how to connect portfolio strategy and initiatives to the agility planning and execution of work, how to integrate feedback from participatory budgeting, and how to adapt to change while maintaining your funding vision and roadmap.

What’s Included:

  • Course workbook and SAFe Studio access to help you prepare to take the certification exam, claim your digital badge, and access tools to get started in your SAFe role
  • Remote learning via SAFe® Virtual Classrooms
  • One-year access to SAFe Studio with your first class attendance
  • Complete LPM Practice Guide to help plan and execute a successful LPM adoption
  • Platform access to e-learning modules and curated members-only content to support your SAFe transformation
  • Member discussion forums to engage in ongoing conversations on the SAFe framework or how to perform better as part of an Agile Team
  • Lean Portfolio Manager certification exam
  • Access to the optional Getting Started with LPM Workshop

About the Exam

Course Objectives

After taking the course, you will know how to:

  • Connect the portfolio to the enterprise
  • Maintain portfolio vision and roadmap
  • Establish lean budgets and guardrails

Attendees will learn:

  • How to connect the portfolio to the enterprise
  • How to maintain portfolio vision and roadmap
  • How to establish lean budgets and guardrails

SAFe® Lean Portfolio Management answers the questions:

  • How do I connect strategy to execution?
  • How do I manage flow and solve perpetual overload?
  • How can I fund and govern dynamically?
  • How does Lean Portfolio Management fit into SAFe?

What’s Included:

  • Course workbook and SAFe Studio access to help you prepare to take the certification exam, claim your digital badge, and access tools to get started in your SAFe role
  • Remote learning via SAFe® Virtual Classrooms
  • One-year access to SAFe Studio with your first class attendance
  • Complete LPM Practice Guide to help plan and execute a successful LPM adoption
  • Platform access to e-learning modules and curated members-only content to support your SAFe transformation
  • Member discussion forums to engage in ongoing conversations on the SAFe framework or how to perform better as part of an Agile Team
  • Lean Portfolio Manager certification exam

Access to the optional Getting Started with LPM Workshop

Certification Exam Details:

  • Duration: 90 minutes
  • Number of Questions: 45
  • Passing Score: 77%
  • Delivery: Web-based, closed book, no outside assistance
  • Access: Learning Plan (after course completion)
  • Cost: First attempt included in the course registration fee if taken within 30 days of course completion
  • Retake Fee: $50; $250 for SPC
  • Retake Policy:
    • First retake - May be taken immediately after the first failed attempt.
    • Second retake - May be taken 10 days after the first retake.
    • Third retake - May be taken 30 days after the second retake.
    • All subsequent retakes require a 30-day wait.

Exam Topics and References:

Domain

Topics

References

Introducing Lean Portfolio Management (12-14%)

The Purpose of SAFe® Lean Portfolio Management, The Lean-Agile mindset and SAFe® principles, Problems of project-cost accounting, Benefits of organising around value, SAFe® portfolio structure, The Shift to Lean Portfolio Management

Lesson 1

Establishing Portfolio Strategy and Vision (14-16%)

Connect the Portfolio to the Enterprise Strategy, Portfolio Vision, Portfolio Roadmap

Lesson 2

Realising Portfolio Vision Through Epics (12-14%)

Portfolio Epics, Epic Costs, Innovation through the SAFe® Lean Startup Cycle

Lesson 3

Establishing Investment Funding (16-18%)

Lean Budget Guardrails, Strategic Portfolio Review and Portfolio Sync, Participatory Budgeting, Value Stream budgets

Lesson 4

Managing Portfolio Flow (16-18%)

Flow with the Portfolio Kanban, Epic implementation with WSJF

Lesson 5

Applying Agile Portfolio Operations (12-14%)

Value Stream Coordination, ART Execution and Operational Excellence

Lesson 6

Applying Lean Governance (8-10%)

Measure Lean Portfolio Performance, Continuous Compliance

Lesson 7

Outcomes

Course Objectives

After taking the course, you will know how to:

  • Connect the portfolio to the enterprise
  • Maintain portfolio vision and roadmap
  • Establish lean budgets and guardrails

Attendees will learn:

  • How to connect the portfolio to the enterprise
  • How to maintain portfolio vision and roadmap
  • How to establish lean budgets and guardrails

SAFe® Lean Portfolio Management answers the questions:

  • How do I connect strategy to execution?
  • How do I manage flow and solve perpetual overload?
  • How can I fund and govern dynamically?
  • How does Lean Portfolio Management fit into SAFe?

Price

Please reach out for a tailored pricing and more information.

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