SAFe Lean Portfolio Management

Home SAFe Lean Portfolio Management

• Virtual Delivery of this Course is Available

Aligning strategy with execution is critical to any organization’s success and a key aspect of Scaled Agile Framework®. With a Lean Portfolio Management (LPM) approach, you can collaborate across silos, empower teams and organize 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 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.

Learning Topics - 16hrs

Session 1
INTRODUCING LEAN
PORTFOLIO MANAGEMENT

» Why LPM?

» The Lean-Agile mindset and SAFe principles

» The problem with project-based accounting

» Benefits of organizing around value

» SAFe portfolio structure

» Shift to LPM

Session 2
ESTABLISHING PORTFOLIO STRATEGY AND VISION

» Connecting the portfolio to the enterprise strategy

» Maintaining the portfolio Vision

» Developing the portfolio roadmap

Session 3
REALIZING PORTFOLIO VISION THROUGH EPICS

» Defining portfolio epics

» Estimating epic costs

» The SAFe lean startup cycle

Session 4
ESTABLISHING INVESTMENT FUNDING

 

» Lean budget guardrails

» LPM events overview

» Strategic portfolio review and portfolio sync

» Participatory budgeting

Session 5
MANAGING PORTFOLIO FLOW

 

» Establishing flow with the portfolio Kanban

» Sequencing epics for implementation using WSJF

Session 6
APPLYING AGILE PORTFOLIO OPERATIONS

 

» Value stream coordination

» Supporting program execution and operational excellence

Session 7
APPLYING LEAN GOVERNANCE

 

» Measuring LPM performance

» Coordinating compliance

» TBM with SAFe

» Agile software capitalization

» The getting started workshop

» Additional LPM resources

Session 7
PRACTICING SAFe

 

» A path towards certification

Session 9
GETTING STARTED WITH LPM

 

» Introduction to implementing LPM

» Prepare for the LPM kickoff event

» Next steps

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