Lean Portfolio Management SAFe® Certification in Virtual

Lean Portfolio Management SAFe®​ Course Outline

Module 1: Introduction to Lean Portfolio Management

• Lean Portfolio Management
• Why Lean Portfolio Management?
• Lean-Agile Mindset and SAFe® Principles
• Problem with Project-Based Accounting
• Benefits of Organising Around Value
• SAFe® Portfolio Structure
• Shift to LPM

Module 2: Establishing Strategy and Investment Funding

• Connecting the Portfolio to the Enterprise Strategy
• Maintaining the Portfolio Vision
• Developing the Portfolio Roadmap

Module 3: Realising Portfolio Vision Through Epics

• Portfolio Epics
• Estimating Epic Costs
• SAFe® Lean Start-Up Cycle

Module 4: Establishing Investment Funding

• Lean Budget Guardrails
• LPM Events overview
• Strategic Portfolio Review and Portfolio Sync
• Participatory Budgeting
  • Adjust the Portfolio Budget Allocation
  • Value Stream Budgets
  • Benefits of Participatory Budgeting

Module 5: Managing Portfolio Flow

• Value of Portfolio Flow
• Establishing Flow with the Portfolio Kanban
  • How Kanban Works?
  • Portfolio Kanban Benefits
• Sequencing Epics for Implementation Using WSJF

Module 6: Applying Agile Portfolio Operations

• Value Stream Coordination
• Supporting ART Execution and Operational Excellence
  • Function of the Lean-Agile Centre of Excellence
  • LACE Operating Models
  • Measure and Grow to Improve LPM Competency

Module 7: Applying Lean Governance

• Measuring LPM Performance
• Coordinating Compliance
• Technology Business Management with SAFe®
• Agile Software Capitalisation
• Getting Started with Lean Portfolio Management Workshop
• Additional LPM Resources

Module 8: Practicing SAFe®

• LPM Practice Guides on the Adopt LPM page
• LPM Class Page
• SAFe® Toolkits
• Online Learning Resources
• Community Video Hub
• SAFe® Collaborate
• SAFe® Assessments
• Discussion Forums
• SAFe® FAQs

Module 9: Getting Started with LPM

• Introduction to implementing LPM
  • Introduction to the Workshop
  • Workshop Objectives
  • Exploring the LPM Implementation Roadmap
  • Align the people and start-up Activities
  • Organize the Development Value Streams in the portfolio
  • Connect the Portfolio to the Enterprise Strategy
  • Establish and Run LPM Operations
  • Govern a Lean Portfolio
  • Evolve the Portfolio with Measure and Grow
• Prepare for the LPM Kick-off Event
• Plan Your Next Steps

Who Should Attend this Lean Portfolio Management SAFe® Course?

The Lean Portfolio Management (LPM) SAFe® Course is intended for individuals who are responsible for Portfolio Management within an organisation and are interested in implementing Lean-Agile principles to optimise and govern their portfolios. This Lean Portfolio Management SAFe® Course is particularly relevant for:

• Portfolio Managers
• Senior Executives
• Product Managers
• Programme Managers
• Business Owners
• Agile Leaders
• Enterprise Architects

Prerequisites of the Lean Portfolio Management SAFe® Course

There are no formal prerequisites for this Lean Portfolio Management SAFe® Course; however, qualities like an understanding of Agile principles and practices, familiarity with SAFe®, and experience in a Lean-Agile environment will be beneficial.

Lean Portfolio Management SAFe® Course Overview

Lean Portfolio Management SAFe® is a discipline that applies Lean thinking to the management of business, program, and product portfolios. It's highly relevant in today's fast-paced business environment, as it enables organisations to achieve a flexible flow of high-value work, gain visibility, optimise strategies, and connect strategy with implementation.

Understanding Lean Portfolio Management is essential for professionals involved in Portfolio Management, business strategy, and Agile practices. Portfolio Managers, Business Leaders, and anyone aiming to enhance their strategic management skills should aim to master this subject. Lean Portfolio Management SAFe® empowers professionals to make informed decisions, optimise portfolio operations, and align business strategy with execution.

The 2-day Lean Portfolio Management SAFe® Training by the Knowledge Academy is designed to provide delegates with the knowledge and practical skills to effectively implement Lean Portfolio Management in their organisations. During this training, delegates will learn how to conduct low-cost experiments to evaluate Minimum Viable Products (MVPs) and create solution roadmaps for forecasting solution deliverables.

Lean Portfolio Management SAFe® Course Objectives

• To develop solutions required for collaborating with external suppliers
• To convert a business hypothesis into a technology-enabled solution
• To develop business initiatives and implement new features
• To balance the backlog of new business features with continual investment
• To provide a shared mindset for improving operational efficiency
• To launch the LPM implementation and create a sense of urgency for change

At the end of this training course, delegates will be able to use practical tools and techniques to implement the Lean Portfolio Management functions in their organisations. They will also be able to capture the current and future state of the portfolio and identify important business initiatives to achieve the portfolio vision.

What's included in this Lean Portfolio Management SAFe® Course?

• Lean Portfolio Manager Certification Examination
• World-Class Training Sessions from Experienced Instructors
• Lean Portfolio Management SAFe® Certificate
• Digital Delegate Pack