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Delivery Excellence

Lean Portfolio Management

Plan dynamically. Connect portfolio strategy to execution, integrate participatory budgeting, and adapt to change while holding the funding vision.

Duration
3 days
Certification
SAFe
Format
In-house, on-demand
About this course

What you'll do, who you'll become

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 agility 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.

Course outline

What we'll cover

How to connect the portfolio to the enterprise
How to maintain portfolio vision and roadmap
How to establish Lean budgets and guardrails
How to create portfolio flow
Introduction to Lean Portfolio Management
Establishing Portfolio Strategy and Vision
Realising Portfolio Vision Through Epics
Establishing Investment Funding
Managing Portfolio Flow
Applying Agile Portfolio Operations
Applying Lean Governance
Getting Started with LPM Workshop

Certification & outcomes

This is a certification course. Attendees will receive the SAFe® Lean Portfolio Manager certification from SAFe® upon successful completion of this course and exam.

Who is this for

Who should attend

This course is designed for executives (CIOs,CEOs, CFOs, CTOs and VPs), Program Office personnel, and other key stakeholders responsible for Lean Portfolio functions or associated with improving the organisation alignment and flexibility of planning.

FAQs

Common questions

Ready to run Lean Portfolio Management for your team?

We deliver in-house, on-demand. Tell us your team size, timing, and what you'd like to get out of it — we'll come back with options.