Lean Portfolio Mangement (LPM) 5.0

Lean Portfolio Management

In this 3 day 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 the future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving future success. 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 Streams, Lean Budget Guardrails and Lean portfolio performance measurements.

Lean portfolio management is founded on three principles.

  1.   Strategy and Investment Funding

Strategy and investment funding is built on the premise of allocating the right investments towards the most lucrative opportunities.

However, this goes beyond prioritizing and selecting the best investments. The portfolio must incorporate and understand its role in the broader enterprise strategy. As a collaborative effort, strategy and investment funding requires input from business owners, executives, technologists, stakeholders and enterprise architects.

The key responsibilities here include:

  • Connecting the portfolio to the enterprise strategy
  • Maintain the portfolio vision and roadmap
  • Draw lean budgets and guardrails
  • Establish portfolio flow


  1.   Agile Portfolio Operations

Agile portfolio operations deliver optimized performance through coordinating and supporting decentralized program execution.

This is achieved by helping an organization identify, prioritize and organize different products.

The primary responsibilities are:

  • Coordination of value streams
  • Supporting program execution
  • Fostering operational excellence


  1.   Lean Governance

Lean governance manages spending, audit and coordinating compliance, forecasts and budgeting, and portfolio performance measurement.

This requires the active engagement of the Agile Program Management Office/Lean-Agile Center of Excellence (CoE), business owners and enterprise architects.

The responsibilities include:

  • Dynamically forecasting and budgeting
  • Measuring portfolio performance
  • Coordinating continuous compliance

Optimize Your Business

Your business can significantly benefit from LMP regardless of its size. At Agile Advantages, we treat your business like the unique entity it is.

If you are looking to streamline processes, make improvements and design better-targeted roadmaps, contact us here and talk to one of our consultants.


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)
  • Product managers and Solution managers
  • Enterprise architects
  • Business unit managers
  • Program office personnel
  • SPCs and Enterprise Agile coaches
  • Human resources
  • RTEs, POs and Agilests
  • 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


Name Date Price Register
SAFe Lean Portfolio Management 5.0 August 14, 2020 - August 16, 2020 9:00 am - 5:00 pm $2695$2195 Register Now >
Lean Portfolio Management 5.0 August 21, 2020 - August 23, 2020 9:00 am - 5:00 pm $2695$2195 Register Now >