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.
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Day One:
Introducing Lean Portfolio Management
Begin the LPM Implementation roadmap and describe the importance of LPM. Establishing Strategy and Investment Funding.
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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.
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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.
Outstanding use of examples, relating concepts back to our project, and how we can apply the concepts to our processes. Mr. Porter shared outstanding knowledge and has excellent communication skills.
Mr. Ortega is extremely on top of this subject matter. His work responsibilities outside of this training is as a System Architect, so he really speaks from a place of experience.
Tim was very passionate and energetic about Scaled Agile theories and implementation in businesses and life practices. The course gave me confidence to apply the process of organizing meetings, sessions, and trainings.
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
Call (210) 458-2411 or sign up to receive more information on this live-online training
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.