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Our SAFe® Lean Portfolio Management (LPM) training course will teach you how to:

  • Assess the current and future state of your portfolio with the Portfolio Canvas tool
  • Establish portfolio flow with the Portfolio Kanban system
  • Establish Value Stream Budgets, Lean Budget Guardrails, and measure the Lean portfolio performance

Our SAFe® Lean Portfolio Management (LPM) training course contains the following modules.

Module 1:Introducing Lean Profile Management

  • Apply the Lean-Agile Mindset and SAFe Principles to portfolio management
  • Realize the benefits of organizing your portfolio around value
  • Identify the Development Value Streams within a portfolio

Module 2:Establishing Portfolio Strategy and Vison

  • Connect the portfolio to the Enterprise with Strategic Themes
  • Describe Strategic Themes with objectives and key results (OKRs)
  • Maintain the Portfolio Vision
  • Define the Value Streams and portfolio domain via the portfolio canvas
  • Understand the portfolio’s investment mix by horizon
  • Identify opportunities for the portfolio’s future state with SWOT
  • Express the future state as a Vision
  • Develop the portfolio Roadmap
  • Forecast portfolio Epics for roadmapping
  • Identify market rhythms and milestones
  • Identify valuable release windows using market rhythms
  • identify valuable release windows using market milestones.

Module 3: Realising Portfolio Visions Through Epics

  • Define portfolio Epics
  • Achieve the future state of the portfolio with Epics
  • Decompose portfolio Epics into program or Solution Epics
  • Adapt the Lean business case template to your needs
  • Estimate Epic costs
  • Implement Epics and achieve the Vision using the SAFe Lean Startup Cycle

Module 4: Establishing Investment Funding

  • Establish Lean Budget Guardrails
  • Guide investments by horizons
  • Apply capacity allocation to optimize value and Solution integrity
  • Establish portfolio Epic thresholds
  • Use Participatory Budgeting in SAFe
  • Establish the total portfolio budget
  • Establish Value Stream budgets with participatory budgeting

Module 5: Managing Portfolio Flow

  • Establish flow with the Portfolio Kanban
  • Sequence Epics for implementation using WSJF
  • Sequence Epics for optimal economics
  • Calculate WSJF to sequence Epics
  • Manage portfolio flow

Module 6: Applying Agile Portfolio Operations

  • Coordinate Value Streams to create portfolio-level opportunities
  • Deploy and release portfolio work
  • Support program execution and operational excellence
  • Measure and grow to improve LPM competency

Module 7: Applying Leaning Governance

  • Measure LPM performance
  • Establish LPM Metrics
  • Coordinate continuous compliance
  • Improve quality with a Lean approach
  • Understand Technology Business Management (TBM) with SAFe
  • Measure Lean portfolio performance

Our SAFe® Lean Portfolio Management (LPM) training course is open to everyone.

Our SAFe® Lean Portfolio Management (LPM) training course includes the following:

  • Pre-reading
  • Course Manual
  • Quizzes
  • Exercises

The following recommendations will make your time on the training course significantly more productive:

  • Familiarity with Agile concepts and principles
  • Attended Leading SAFe® Certification Training or SAFe® Product Owner/Product Manager (POPM Certification) Training
  • Experience working in a SAFe® environment

Our SAFe® Lean Portfolio Management (LPM) training course has no required reading material but the following books may be of help:

  • "SAFe® Lean Portfolio Management: Achieving Agile Portfolio Operations and Funding with the Scaled Agile Framework®" by Richard Knaster and Dean Leffingwell
  • "Agile Portfolio Management" by Jochen Krebs
  • "The Lean Portfolio: A Practical Guide to Portfolio Investment and Capacity Management" by Johanna Rothman

SAFe® Lean Portfolio Management (LPM Certification) Exam:

  • Exam Format: Multiple Choice
  • Exam Delivery: Web-Based (Single-Browser), Closed Book
  • Exam Access: You Can Access The Exam Within The SAFe® Community Platform Upon Completion Of The Training Course
  • Exam Duration: 90 Minutes
  • Number Of Questions: 45
  • Passing Score: 77% Passing Score
  • Resit Cost: $50.00
Proctored Exam
SAFe® Lean Portfolio Management (LPM) Certificate

You might be interested in our two-day SAFe® For Teams training course, where you will learn the following:

  • Apply SAFe® to scale Lean and Agile development in their enterprise
  • Know their team and its role on the Agile Release Train
  • Know all other teams on the train, their roles, and the dependencies between the teams
  • Plan Iterations
  • Execute Iterations and demonstrate value
  • Plan Program Increments
  • Integrate and work with other teams on the train

Our SAFe® Lean Portfolio Management (LPM) training course has the following benefits:

  • Earn your Scaled Agile Lean Portfolio Management certification
  • Follow instruction provided by certified SAFe Program consultants
  • Includes 1-year Scaled Agile Membership (for first-time attendees of SAFe courses)
  • Continue learning and face new challenges with after-course one-on-one instructor coaching

SAFe® Lean Portfolio Management FAQS

The SAFe® Lean Portfolio Management (LPM) training course is two days.


SAFe® Lean Portfolio Management Course Dates

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We Are Here To Help You Pass

All of our trainers have achieved exceptionally high delegate pass rates for accredited examinations for all our courses. We also offer complimentary pre and post-course support for any questions you may have.

We Are Flexible

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We specialise in IT Service and Project Management. All of our Trainers and Consultants have considerable years of hands-on experience in IT Service / Project Management, working across a wide number of industry sectors.

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Our training, sales and admin staff are all professional, helpful, friendly and approachable. We believe in providing excellent customer service. You will always have a dedicated friendly Account Manager