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Certified SAFe® Lean Portfolio Manager

Certification Program (LPM)

A Certified SAFe® Lean Portfolio Manager (LPM) understands how Strategy and Investment funding is established, how to apply Agile Portfolio operations and Lean governance, and how to build a plan for implementing the Lean Portfolio Management function.

Schedules

Overview


SAFe Lean Portfolio Management is a two-day interactive course that includes a one-day Getting Started with LPM workshop.

In this course, attendees 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 have the opportunity to capture the current and future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the portfolio vision. Participants also establish portfolio flow with the Portfolio Kanban and prioritize epics 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.

Course Curriculum


Topics Covered

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

Learning Goals

To perform the role of a Lean Portfolio Manager, attendees should be able to:

  • Describe Lean Portfolio Management (LPM)
  • Connect the portfolio to enterprise strategy
  • Establish the Portfolio Vision
  • Implement Lean Budgeting and Guardrails
  • Establish flow with the Portfolio Kanban
  • Support operational excellence with an Agile Program Management Office (PMO) and Communities of Practice (CoPs)
  • Coordinate Value Streams
  • Measure LPM performance
  • Build a plan for LPM implementation

Prerequisite


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 Leading SAFe or SAFe PM/PO course
  • Experience working in a SAFe environment

Certification


Completion of this course gives you access to the exam and all related study materials as part of your Learning Plan in the SAFe Community Platform.

Exam prerequisite skills

  • Familiarity with Agile concepts and principles
  • Familiarity with value streams
  • Familiarity with portfolio management funding models
  • Attended a Leading SAFe or SAFe Agile Product Management course
  • Experience working in a SAFe environment

Exam requirements

The first step toward becoming an Certified SAFe® Lean Portfolio Manager is to attend the Lean Portfolio Management course. This is a requirement, because attending the course provides access to all the study materials and the exam. Note that attending the course does not guarantee passing the exam.

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