SAFe Lean Portfolio Management

The Lean Portfolio Management course helps executives, project management officers (PMOs) and other key stakeholders plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes. The LPM course provides the guidance and tools attendees need to work effectively in remote environments with distributed teams. You’ll learn how to connect portfolio strategy and initiatives to the agility planning and execution of work, how to integrate feedback from participatory budgeting, and how to adapt to change while maintaining your funding vision and roadmap.

This is a certification course. Attendees will receive the SAFe® Lean Portfolio Manager certification from SAFe® upon successful completion of this course and exam.

Is this a certification course?

This is a certification course. Attendees will receive the SAFe® Lean Portfolio Manager certification from SAFe® upon successful completion of this course and exam.

Is there an exam? 

Yes, the SAFe 6.0 Lean Portfolio Manager Exam is a 90-minute, 45-MCQ and multi-select web-based, closed-book exam. To earn the Certified SAFe® Lean Portfolio Manager certification, one needs to clear this exam and get at least 32 out of 45 questions right.

Do you offer this course in-house?

Yes, this course can be delivered in-house for your teams – please contact us for more information.

Who can attend this training course? 

The SAFe Lean Portfolio Management (LPM) course is for executives, PMOs, and other key stakeholders who want to plan dynamically and be flexible.

Do I need to complete any training courses prior to undertaking the SAFe Lean Portfolio Management course? 

It is not essential to have completed previous training courses prior to attending this workshop, however a strong knowledge of Agile / experience working in Agile environments is recommended.

Is this course facilitator-led?

Yes, this is a facilitator-led virtual/in-person workshop. You will be able to ask questions, engage with peers and put into practice your learnings during breakouts and group sessions. 

Why should I attend this course? 

You will become better at:

• Establishing Portfolio Strategy and Vision

• Implementing Lean budgeting and guardrails

• Applying Lean Governance

• Applying Agile Portfolio Operations

At EPiC, we are proud that our training experience is deliberately different. Our workshops are highly interactive, built to allow for incremental learning, and founded on real story telling.

• We pride ourselves on supporting you to enhance your practical capabilities

• Our workshops are a combination of instruction-led and team-based exercises

• Every one of our bespoke agile courses is designed and delivered by our coaches with extensive real-world experience

• We build human connections and are curious about existing environment constraints

• We are committed to the wider Business Agility Community, because we know if we can help you thrive, we will thrive along with you

• View our Case Studies and Testimonials

This course is designed for executives (CIOs,CEOs, CFOs, CTOs and VPs), Program Office personnel, and other key stakeholders responsible for Lean Portfolio functions or associated with improving the organisation alignment and flexibility of planning. 

• 1 hour of post course coaching

• Free trial to AgileVideos.com

• Access to EPiC Training Alumni LinkedIn Community (free goodies, and future discounts)

• Course workbook and SAFe Studio access to help you prepare to take the certification exam, claim your digital badge, and tools to get started in your SAFe role

• One-year membership to SAFe Studio with your first class attendance

• Complete LPM Practice Guide to help plan and execute a successful LPM adoption

• Platform access to e-learning modules and curated members-only content to support your SAFe transformation

• Member discussion forms to engage in ongoing conversations on the SAFe framework or how to perform better as part of an Agile Team

• Lean Portfolio Manager certification exam

• Getting Started with LPM Workshop

• How to connect the portfolio to the enterprise

• How to maintain portfolio vision and roadmap

• How to establish Lean budgets and guardrails

• How to create portfolio flow

Our SAFe Lean Portfolio Management Virtual / In-Person Training Course equips attendees with the ability to plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes. The LPM course provides the guidance and tools attendees need to work effectively in remote environments with distributed teams.

Participants will learn:

• How to connect the portfolio to the enterprise

• How to maintain portfolio vision and roadmap

• How to establish Lean budgets and guardrails

• How to create portfolio flow

We will cover the below over the 3 full-days

• Introduction to Lean Portfolio Management

• Establishing Portfolio Strategy and Vision

• Realising Portfolio Vision Through Epics

• Establishing Investment Funding

• Managing Portfolio Flow

• Applying Agile Portfolio Operations

• Applying Lean Governance

• Getting Started with LPM Workshop