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Lean Portfolio Management (LPM) 5.0

Aligning strategy with execution with Certified SAFe® Lean Portfolio Manager
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Lean Portfolio Management (LPM) 5.0 course overview

Lean Portfolio Management is a two-day, interactive course that teaches the practical tools and techniques necessary to implement Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance. There is also an additional 1-day workshop available to help enterprise teams get started with LPM in their organization.

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. Participants also have the opportunity to capture the current and future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the portfolio vision. Participants establish portfolio flow with the Portfolio Kanban and prioritize epics 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.

Course Information

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

What Attendees Get

The class registration includes:

  • Attendee workbook
  • Course certificate of completion
  • Preparation and eligibility to take the SAFe® LPM certification exam
  • One-year membership to the SAFe Community Platform
  • One certification exam attempt

Prerequisites


All are welcome to attend the course, regardless of experience.

However, the following prerequisites are highly recommended:

  • Familiarity with Agile concepts and principles
  • Attended Leading SAFe or SAFe PO/PM course
  • Experience working in a SAFe environment

Exam Details

Completion of this course gives you access to the exam and all related study materials as part of your Learning Plan in the SAFe Community Platform.

For more information about the exam and benefits of becoming a Certified SAFe professional.

Topics Covered
  • Introducing Lean Portfolio Management (LPM)
  • Establishing Strategy and Investment Funding
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Implementing the LPM function
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