What You'll Learn

How to adopt a Lean-Agile Mindset for managing a SAFe Portfolio and Portfolio Management through the application of the SAFe Principles.

Describe the Lean Portfolio Management (LPM) role

Define the SAFe Portfolio and organize the portfolio around value

Establish flow with the Portfolio Kanban

Visualize and manage portfolio flow through conceptualization to completion

Implement Lean Budgeting and Guardrails

Discover policies and practices for budgeting, spending, and governance

Establish the Portfolio Vision

Connect the portfolio to the Enterprise Strategy and maintain the Portfolio Vision

Coordinate Value Streams

Exploit where value streams interconnect and manage the dependencies

Build a plan for LPM implementation

Identify missing LPM constructs from the current state and analyze the LPM Health Radar results

Course Schedule

In this three-day 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.

  • Day One:
    Introducing Lean Portfolio Management

    Begin the LPM Implementation roadmap and describe the importance of LPM. Establishing Strategy and Investment Funding.

  • Day Two:
    Applying Agile Portfolio Operations

    Establish portfolio flow with the Portfolio Kanban, how to establish Value Stream Budgets, Lean Budget Guardrails and measure the Lean portfolio performance.

  • Day Three:
    Implementing the LPM Function and Become a Portfolio Manager

    Capture the current and the future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state.

Group Discounts Available

Bring two colleagues and receive a 10% discount on all three registrations!
Registration for this course is currently closed. Please use the sign-up form to receive notification when course dates are available. Thank you for your interest.
What's included:
  • Attendee Workbook
  • Course certificate
  • Catered breakfast and lunch
  • Eligibility to take the SAFe® 5 Lean Portfolio Management Certification Exam
  • One year membership to the SAFe Community Platform
Sign up to Learn More
Call (210) 458-2411 or sign up to receive more information on this live-online training
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Who Should Attend

As the demand for SAFe expertise accelerates globally, there is a growing focus on the Scrum Master and the critical role that person plays in a SAFe implementation. The SSM credential is a must have certification for Scrum Masters looking to boost their value in today’s career marketplace

  • Executives and Leaders (CIOs, CEOs, CFOs, CTOs and VPs)
  • Enterprise Architects
  • Product Managers and Solution Managers
  • Business Unit Managers
  • Program Office Personnel
  • Human Resources
  • RTEs
  • SPCs and Enterprise Agile Coaches

All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more productive: familiarity with Agile concepts and principles, attended a Leading SAFe or SAFe PO/PM course, experience working in a SAFe environment.