Lean Portfolio Management

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SAFe® Lean Portfolio Management is a two-day interactive course that includes an optional one-day “Getting Started with LPM” workshop.
In this course, attendees 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.

Participants in the course will have the opportunity 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 will be able to establish portfolio flow with the Portfolio Kanban and prioritize epics 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.

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

What Attendees Get

The class registration includes:

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

Professional Development Units (PDUs) and Scrum Education Units (SEUs)

  • Attendees may be eligible to apply for 15 PDUs toward their continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications
  • Attendees may be eligible to apply for SEUs under category C, toward earning or renewing their CSP through Scrum Alliance
Who will benefit?

The following individuals will benefit from this course:

  • Executives and leaders, Managers, Directors, CIOs and VPs
  • Development, QA and Infrastructure Management
  • Program and Project Managers
  • Product and Product Line Management
  • Portfolio Managers, PMO, Process Leads
  • Enterprise, System, and Solution Architects
Prerequisites

All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more significantly more productive.

  • Familiarity with Agile concepts and principles
  • Attended Leading SAFe or SAFe PO/PM course
  • Experience working in a SAFe environment
Leading SAFeone
Exam details

Exam name:

  • SAFe® 4 Lean Portfolio Manager Exam
  • SAFe® 5 Lean Portfolio Manager Exam (5.0)
  • SAFe® 5 Lean Portfolio Manager Exam (5.0.1 and 5.1)
  • Exam format – Multiple choice; Multiple select
  • Exam delivery – Web-based (single-browser), closed book, no outside assistance, timed
  • Exam access – Candidates can access the exam within the SAFe Community Platform upon completion of the Lean Portfolio Management course

Exam duration:

  • SAFe® 4 Lean Portfolio Manager Exam – Once the exam begins, candidates have 120 minutes (2.0 hours) to complete the exam
  • SAFe® 5 Lean Portfolio Manager Exam (5.0) – Once the exam begins, candidates have 120 minutes (2.0 hours) to complete the exam
  • SAFe® 5 Lean Portfolio Manager Exam (5.0.1 and 5.1) – Once the exam begins, candidates have 90 minutes (1.5 hours) to complete the exam

SAFe Certification Kit:

Attendees who pass the exam will receive:

  • Certified SAFe® Lean Portfolio Manager PDF certificate
  • Certified SAFe® Lean Portfolio Manager digital badge to promote the accomplishment online
  • One-year membership to the SAFe Community Platform, which includes access to the LPM Community of Practice
  • Access to Meetup groups and events that provide connections to other certified SAFe professionals
  • A variety of learning resources to support certified professionals during their SAFe journey
Description

SAFe® Lean Portfolio Management is a two-day interactive course that includes an optional one-day “Getting Started with LPM” workshop.
In this course, attendees 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.

Participants in the course will have the opportunity 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 will be able to establish portfolio flow with the Portfolio Kanban and prioritize epics 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.

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
Details

What Attendees Get

The class registration includes:

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

Professional Development Units (PDUs) and Scrum Education Units (SEUs)

  • Attendees may be eligible to apply for 15 PDUs toward their continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications
  • Attendees may be eligible to apply for SEUs under category C, toward earning or renewing their CSP through Scrum Alliance
Audience
Who will benefit?

The following individuals will benefit from this course:

  • Executives and leaders, Managers, Directors, CIOs and VPs
  • Development, QA and Infrastructure Management
  • Program and Project Managers
  • Product and Product Line Management
  • Portfolio Managers, PMO, Process Leads
  • Enterprise, System, and Solution Architects
Prerequisites

All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more significantly more productive.

  • Familiarity with Agile concepts and principles
  • Attended Leading SAFe or SAFe PO/PM course
  • Experience working in a SAFe environment
Leading SAFeone
Exams
Exam details

Exam name:

  • SAFe® 4 Lean Portfolio Manager Exam
  • SAFe® 5 Lean Portfolio Manager Exam (5.0)
  • SAFe® 5 Lean Portfolio Manager Exam (5.0.1 and 5.1)
  • Exam format – Multiple choice; Multiple select
  • Exam delivery – Web-based (single-browser), closed book, no outside assistance, timed
  • Exam access – Candidates can access the exam within the SAFe Community Platform upon completion of the Lean Portfolio Management course

Exam duration:

  • SAFe® 4 Lean Portfolio Manager Exam – Once the exam begins, candidates have 120 minutes (2.0 hours) to complete the exam
  • SAFe® 5 Lean Portfolio Manager Exam (5.0) – Once the exam begins, candidates have 120 minutes (2.0 hours) to complete the exam
  • SAFe® 5 Lean Portfolio Manager Exam (5.0.1 and 5.1) – Once the exam begins, candidates have 90 minutes (1.5 hours) to complete the exam

SAFe Certification Kit:

Attendees who pass the exam will receive:

  • Certified SAFe® Lean Portfolio Manager PDF certificate
  • Certified SAFe® Lean Portfolio Manager digital badge to promote the accomplishment online
  • One-year membership to the SAFe Community Platform, which includes access to the LPM Community of Practice
  • Access to Meetup groups and events that provide connections to other certified SAFe professionals
  • A variety of learning resources to support certified professionals during their SAFe journey
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