SAFe Lean Portfolio Management

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A Certified SAFe Lean Portfolio Manager (LPM) understands how strategy and investment funding is established, how to apply Agile portfolio operations and lean governance and how to build a plan for implementing the Lean Portfolio Management function.

Learning Topics - 21hrs

Session 1
INTRODUCING LEAN
PORTFOLIO MANAGEMENT

» Define the SAFe portfolio

» Organize the portfolio around value

» Explain the need for Lean portfolio management

» Apply the Lean-Agile mindset to portfolio management

Session 2
ESTABLISHING STRATEGY

 

» Describe key Lean budgeting practices

» Connect the portfolio to the enterprise strategy

» Maintain the portfolio vision

Session 3
INVESTMENT FUNDING

 

» Establish Lean budgets and guardrails for value streams

» Establish fl ow with the portfolio Kanban

» Coordinate value streams

Session 4
APPLYING AGILE
PORTFOLIO OPERATIONS

» Support program execution and operational excellence

» Foster Agile contracts

Session 5
VALUE STREAM BUDGETING

 

» Adjust value stream budgets dynamically

» Sequence Epic implementation with WSJF (Weighted Shortest Job First)

» Forecast portfolio epics

Session 6
APPLYING LEAN GOVERNANCE

 

» Measure Lean portfolio performance

» Apply technology business management to IT fi nance

» Coordinate continuous compliance

» Explain Agile development software capitalization

Session 7
IMPLEMENTING THE LPM FUNCTION

 

» Identify missing LPM constructs from the current state

» Build your LPM implementation roadmap

» ROAM the LPM risks

» Identify key stakeholders of the LPM function

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