Lean Portfolio ManagementLean Portfolio Management

Deep dive in every part of Lean Portfolio Management

Deep dive in every part of Lean Portfolio Management during this three day course. As an attendee you will leave the class with a superior insight in this core competence of Business Agility in SAFe 5.1, and be able to form a plan for implementing LPM in your organisation.


During this course, attendees 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.


Participants in the course will have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants will be able to establish portfolio flow with the Portfolio Kanban and prioritize initiatives 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.


  • Topics covered:
  • Understanding Lean Portfolio Management (LPM)

  • Measuring the LPM performance

  • Value Stream Coordination

  • Supporting operational excellence with Agile PMO and CoPs

  • Establishing flow with the Portfolio Kanban

  • Implementing Lean Budgeting and Guardrails

  • How to Establish the Portfolio Vision

  • Connecting the portfolio to enterprise strategy


Target Audience

This class is intended for people new to the role of Scrum Master, or people wanting to better understand the role and how it fits in a SAFe enterprise.


  • Attendees typically include:
  • 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

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