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Why to take this class?

Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one, unified team. In this course, you 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.

More about the training

Topics covered

  • Introducing Lean Portfolio Management (LPM)

  • Establishing Strategy and Investment Funding

  • Applying Agile Portfolio Operations

  • Applying Lean Governance

  • Implementing the LPM function

Who will benefit?

  • 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 Owners

What you'll get?

Class registration includes:

  • Attendee workbook

  • Preparation and eligibility to take the SAFe® 5 Lean Portfolio Management (LPM) exam.

  • One-year membership to the SAFe Community Platform

  • Course certificate of completion

What will you learn?

To perform the role of a SAFe® Lean Portfolio Management attendees should be
able to:​​

  • Describe the importance of LPM

  • Connect the portfolio to enterprise strategy

  • Implement Lean budgeting and guardrails

  • Establish portfolio flow with the Portfolio Kanban

  • Support operational excellence with APMO and CoPs

  • Coordinate Value Streams

  • Measure the LPM performance

  • Build a plan for LPM implementation


All are welcome to attend the course without prior knowledge. However, the following
recommendations will make the training more productive:

  • Familiarity with Agile concepts and principles

  • Attended a Leading SAFe® or SAFe® PO/PM course

  • Experience working in a SAFe environment


  • You may be eligible to apply for 15 PDUs toward your continuing education
    requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications

  • You may be eligible to apply for SEUs under Category C, toward earning or renewing your CSP through the Scrum Alliance

Who is the Coach?

Regina is a Strategic Leader of Technology & Business Transformation. Enterprise Agile Coach & Trainer with over 20 years of PMO, Portfolio, Program, Project management, IT Consulting and Training experience, and SAFe Consultant.

SAFe® 5 Lean Portfolio Management (LPM) Training

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