Lean Portfolio Management

Aligning strategy with execution with Certified SAFe® Lean Portfolio Manager


    3 Day



    In this three-day workshop style 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 the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants also explore methods 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..

    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

    What Attendees Get

    The class registration includes:

    • Attendee workbook
    • Course certificate of completion
    • Preparation and eligibility to take the SAFe® LPM certification exam
    • One-year membership to the SAFe Community Platform
    • One certification exam attempt


    All are welcome to attend the course, regardless of experience.

    However, the following prerequisites are highly recommended:

    • Familiarity with Agile concepts and principles
    • Attended Leading SAFe or SAFe PM/PO course
    • Experience working in a SAFe environment
    • Introducing Lean Portfolio Management (LPM)
    • Establishing Strategy and Investment Funding
    • Applying Agile Portfolio Operations
    • Applying Lean Governance
    • Implementing the LPM function