Certified SAFe® Lean Portfolio Manager

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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