Lean Portfolio Mangement (LPM) 5.0

Aligning strategy with execution

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.

You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You’ll 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.

With SAFe® 5 Lean Portfolio Management certification


Who will benefit?

This course is designed for leaders and influencers who are responsible for the Lean Portfolio Management function.
Examples 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

What you’ll learn

  • 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, regardless of experience. 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

Topics covered

  • Introducing Lean Portfolio Management (LPM)
  • Establishing Strategy and Investment Funding
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Implementing the LPM function

Annual renewal

Those attendees who pass the exam will receive Scaled Agile membership for one year, access to the private member area, downloads, and invitations to special events. Membership renewals are one year from the date certification is earned.

  • Annual renewal fee: $295


Location Date Price Register
New York, NY June 26, 2020 - June 28, 2020 9:00 am - 5:00 pm $2195 Register Now >
New York, NY July 27, 2020 - July 29, 2020 9:00 am - 5:00 pm $2195 Register Now >
New York, NY August 28, 2020 - August 30, 2020 9:00 am - 5:00 pm $2450 Register Now >
New York, NY October 9, 2020 - October 11, 2020 9:00 am - 5:00 pm $2450 Register Now >
New York, NY November 6, 2020 - November 8, 2020 9:00 am - 5:00 pm $ Register Now >