Skip to content

    Lean Portfolio Management

    Master the art of aligning strategy to execution

    View Upcoming Courses
    af-courses-lpm-hero

     

    Go Beyond Theory

    Lean Portfolio Management unlocks the advantages of Lean-Agile at scale. Aligning strategy with execution is critical to any organization’s success and key to achieving Business Agility with SAFe®.

    As an organization gains the ability to deliver more value sooner through Agile teams (and teams of teams), it’s critical that the value being delivered is aligned with both the outcomes desired by the customers and the strategic vision of the enterprise.  

    The Lean Portfolio Management course helps executives, program managers, and other key stakeholders understand the principles and practices necessary to implement a successful Lean Portfolio Management function.

    SAFe Fellows, SPCTs, and SPCT Candidates teach our Lean Portfolio Management courses.  These SAFe experts have real-world experience implementing LPM; your classroom experience will go beyond the theory as Applied Frameworks consultants have collectively helped organizations make investment decisions for more than $5 billion in portfolio spend.

    View Upcoming Courses
    • Course Description

      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.

      In this 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 establishing Value Stream Budgets and Lean Budget Guardrails and measuring portfolio performance.

      Topics Covered: 

      • Introducing Lean Portfolio Management (LPM)
      • Establishing Strategy and Investment Funding
      • Applying Agile Portfolio Operations
      • Applying Lean Governance
        Implementing the LPM function
      af-psa-tab-practice
    • What's Included

      What's Included

      • Digital course workbook
      • Course certificate of completion
      • One-year membership to SAFe Studio
      • Preparation and eligibility to take the SAFe® Lean Portfolio Manager (LPM) 6.0 certification exam
      • One SAFe Lean Portfolio Manager (LPM) 6.0 certification exam attempt
      af-psa-tab-we-go-deeper
    • What you will learn

      What 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 Value Stream Management
      • Coordinate Value Streams
      • Measure LPM performance
      • Build a plan for LPM implementation
      af-course-acspo-tab-difference
    • Who will Benefit

      Who will benefit?

      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
      • Portfolio and Program office leaders and personnel
      • SPCs and Enterprise Agile coaches
      • Human resources
      • Release Train Engineers
      • Epic Owners and those who shepherd the investment opportunities
      af-course-acspo-tab-what-you-receive

    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.

    In this 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 establishing Value Stream Budgets and Lean Budget Guardrails and measuring portfolio performance.

    Topics Covered: 

    • Introducing Lean Portfolio Management (LPM)
    • Establishing Strategy and Investment Funding
    • Applying Agile Portfolio Operations
    • Applying Lean Governance
      Implementing the LPM function
    af-psa-tab-practice

    What's Included

    • Digital course workbook
    • Course certificate of completion
    • One-year membership to SAFe Studio
    • Preparation and eligibility to take the SAFe® Lean Portfolio Manager (LPM) 6.0 certification exam
    • One SAFe Lean Portfolio Manager (LPM) 6.0 certification exam attempt
    af-psa-tab-we-go-deeper

    What 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 Value Stream Management
    • Coordinate Value Streams
    • Measure LPM performance
    • Build a plan for LPM implementation
    af-course-acspo-tab-difference

    Who will benefit?

    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
    • Portfolio and Program office leaders and personnel
    • SPCs and Enterprise Agile coaches
    • Human resources
    • Release Train Engineers
    • Epic Owners and those who shepherd the investment opportunities
    af-course-acspo-tab-what-you-receive

    Upcoming Courses

    “The hands-on, interactive teaching style was perfect for me as a visual learner. So glad this was not two days of death by PowerPoint.”

    Gloria J.

    “The organization of the course was excellent. I really valued the pre-course readings and homework which allowed the live course to be dynamic and focused on solving cases rather than covering the finite details of the methodology.”

    Anna Maria Q.

    “The class felt very interactive despite not being co-located. The combination of the Miro board and Zoom breakout rooms helped a lot in creating an inclusive environment.”

    Jemma B.