SAFe® Lean Portfolio Management  Certification

Summary

Lean Portfolio Management (LPM) is one of the Five Core Competencies of the Lean Enterprise. The Lean Portfolio Management competency aligns strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance.

These collaborations give the enterprise the ability to execute existing commitments reliably and better enable innovation by building on the foundation of the four other core competencies.

In this course, attendees 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.

Participants in the course will have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants will be able to establish portfolio flow with the Portfolio Kanban and prioritize initiatives for maximum economic benefit. The course also provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails and measure the Lean portfolio performance.

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
• Program Office personnel
• SPCs and Enterprise Agile Coaches
• Human Resources
• RTEs
• Epic Owner

Topics Covered

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

Prerequisites

What you’ll learn

What You Get

Class registration includes:
• Printed workbook
• Preparation and eligibility to take the SAFe®  LPM exam
• One-year membership to the SAFe Community Platform
• Certification of completion
Attendees must attend both days of the course in order to qualify for the exam.

Annual Renewal

Certifications expire one year from the date of certification is earned.
• Renewal fee: $100/year

Professional Development Units (PDUs) and Scrum Education Units (SEUs)

• Attendees may be eligible to apply for 15 PDUs toward their continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications
• Attendees may be eligible to apply for SEUs under category C, toward earning or renewing their CSP through Scrum Alliance

• Describe Lean Portfolio Management
• Connect the portfolio to enterprise strategy
• Establish the Portfolio Vision
• Implement Lean Budgeting and Guardrails
• Establish flow with the Portfolio Kanban

Day 2

• • • Coordinate Value Streams
    • Support operational excellence with Agile PMO and CoPs
    • Measure the LPM performance
    • Build a plan for LPM implementation