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Scaled Agile Framework: Lean Portfolio Management (LPM)

Aligning strategy with execution


29 September

duration: 3 days
location: virtual room

01 December

duration: 3 days
location: virtual room

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Lean Portfolio Management (LPM) is a two-day, interactive course that teaches the practical  tools and techniques necessary to implement Strategy and Investment Funding, Agile Portfolio  Operations, and Lean Governance.

Participants learn to capture the current and future state of their portfolio with the Portfolio Canvas tool, and identify important business initiatives for achieving the portfolio vision. Participants also learn how to establish portfolio flow with the Portfolio Kanban and prioritize 
epics for maximum economic benefit. Additionally, the course provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails, and how to measure the Lean portfolio performance. An additional 1-day workshop is available to help enterprise teams get started with LPM in their organization.

Topics Covered

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


What you’ll learn

After attending the class, 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 You Get

Class registration includes: 

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


Annual Renewal

Certifications expire one year from the date of certification is earned. 

  • Renewal fee: $295/year



Duration: 3 Days

Maximum number of participants: 18