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  • Time 2 days (14 hours)
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5 out of 5 based on 3 user ratings.

In this two-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. Attending the class prepares you to take the SAFe® Lean Portfolio Manager exam and become a certified SAFe® Lean Portfolio Manager (LPM).

Lean Portfolio Management 5.1 training course is provided under Scaled Agile, Inc. Partner Program Agreement.

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SAFe®  logo ACCREDITED BY Scaled Agile Framework SAFe®

Course description

The Scaled Agile Framework (SAFe®) helps businesses address the significant challenges of developing and delivering enterprise-class software and systems in the shortest sustainable lead time. It is as an online, freely revealed knowledge base of proven success patterns for implementing Lean-Agile software and systems at enterprise scale.

SAFe synchronizes alignment, collaboration, and delivery for large numbers of Agile teams. Scalable and configurable, SAFe allows each organization to adapt it to its own business needs. It supports smaller-scale solutions employing 50–125 practitioners, as well as complex systems that require thousands of people.

A Certified SAFe® 5 Lean Portfolio Manager is a SAFe professional who works with enterprise executives, Product and Solution Managers, Enterprise Architects, Agile PMO personnel and Agile teams to align strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, agile portfolio operations, and 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.

Attending the class prepares individuals to take the exam and become a certified SAFe® Lean Portfolio Manager (LPM).

Benefits:
During this course you will learn how to:

  • Prepare for SAFe® 5 Lean Portfolio Manager Exam and become a certified SAFe® Lean Portfolio Manager (LPM)
  • 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

Key features
Price of the course includes:

  • Delivery of two-day Lean Portfolio Management training course conducted live online by a experienced trainer certified by Scaled Agile, Inc., provider of SAFe®
  • Preparation and eligibility to take the SAFe® Lean Portfolio Manager (LPM) certification exam (SAFe® 5 Lean Portfolio Manager Exam)
  • Modern online training platform
  • Attendee workbook licensed by Scaled Agile, Inc. (PDF)
  • One year membership to the SAFe Community Platform, with access to members-only resources such as webinars, workbooks, guidance presentations, and advance notice of upcoming SAFe products
  • One Certification exam attempt upon General Availability of the course
  • Course certificate of completion
  • SAFe® Lean Portfolio Manager certification upon passing of exam

Prerequisites:

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

Working methods:

Multimedia presentations, group exercises and discussion, practical workshops, case study and online practice tests.

Licensing of the SAFe® training course:

Lean Portfolio Management training course offered by Architecture Center Ltd is provided under Scaled Agile, Inc. Partner Program Agreement and complies with the requirements for Scaled Agile, Inc. Courseware License Agreement.

Architecture Center Ltd is a Partner of Scaled Agile, Inc.. Advised Skills is a brand of Architecture Center Ltd.

Who should attend?

The following individuals will benefit from this course:

  • Executives and leaders (CIOs, CEOs, CFOs, CTOs, and Vps)
  • Enterprise Architects
  • Project, Program or Portfolio Managers
  • Solution Managers
  • Business unit managers
  • Program office personnel
  • Enterprise Agile coaches
  • SAFe Program Consultants
  • Human resources
  • Epic Owners
  • Release Train Engineers
  • Consultants
  • Directors

Course agenda

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

Topics Covered:

  1. Introducing Lean Portfolio Management (LPM)
  2. Establishing Strategy and Investment Funding
  3. Applying Agile Portfolio Operations
  4. Applying Lean Governance
  5. Implementing the LPM function
  6. Summary

Training materials are based on SAFe® Courseware licensed by Scaled Agile, Inc..

Location and dates

Training location:
This training course is offered in the following locations:

  • Australia
  • Austria
  • Belgium
  • Brazil
  • Bulgaria
  • Canada
  • China
  • Colombia
  • Croatia
  • Czech Republic
  • Denmark
  • Egypt
  • Estonia
  • Finland
  • France
  • Germany
  • Greece
  • Hungary
  • India
  • Indonesia
  • Iran
  • Ireland
  • Israel
  • Italy
  • Japan
  • Kazakhstan
  • Kuwait
  • Latvia
  • Lithuania
  • Luxembourg
  • Malaysia
  • Mexico
  • Netherlands
  • New Zealand
  • Norway
  • Pakistan
  • Poland
  • Portugal
  • Qatar
  • Romania
  • Russian Federation
  • Saudi Arabia
  • Serbia
  • Singapore
  • Slovakia
  • Slovenia
  • South Africa
  • South Korea
  • Spain
  • Sweden
  • Switzerland
  • Thailand
  • Turkey
  • Ukraine
  • United Arab Emirates
  • United Kingdom
  • USA

Price information

Net price per person:
The training course net price per person includes the web-based exam available within the SAFe Community Platform. The applicable price is shown in the course calendar and depends on the course location.

To obtain the SAFe® Lean Portfolio Manager (LPM) certificate, it is necessary to obtain a positive result on the „SAFe® 5 Lean Portfolio Manager Exam”.

Additional information:
All prices are exclusive of VAT.
It is mandatory to purchase the training course including the certification exam.

Certification exam

Completion of this course gives you access to the exam and all related study materials as part of your Learning Plan in the SAFe Community Platform.

A Certified SAFe® Lean Portfolio Manager (LPM) understands how Strategy and Investment funding is established, how to apply Agile Portfolio operations and Lean governance, and how to build a plan for implementing the Lean Portfolio Management function.
Attending the class prepares you to take the exam and become a SAFe® Lean Portfolio Manager (LPM).

Exam requirements:
The first step toward becoming a Certified SAFe® Lean Portfolio Manager is to attend the Lean Portfolio Management course. This is a requirement, because attending the course provides access to all the study materials and the exam. Note that attending the course does not guarantee passing the exam.

Exam prerequisite skills or knowledge:

  • Basic to intermediate understanding of SAFe
  • Basic understanding of strategy
  • Basic understanding of funding models
  • Understanding how to organize value streams

Attendees must attend the two days of the course in order to be eligible for the exam.
More detailed information about SAFe examination you can find at