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SAFe® Lean Portfolio Management

Aligning Strategy with execution

Lean Portfolio Management Summary

Lean Portfolio Management (LPM) is one of the Five Core Competencies of the Lean Enterprise. The Lean Portfolio Management competency aligns strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance.

These collaborations give the enterprise the ability to execute existing commitments reliably and better enable innovation by building on the foundation of the four other core competencies.

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 the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants will 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.

LPM5
Learning Goals
  • Describe Lean Portfolio Management
  • 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 Agile PMO and CoPs
  • Coordinate Value Streams
  • Measure the LPM performance
  • Build a plan for LPM implementation
Topics Covered
  • Introducing Lean Portfolio Management (LPM)
  • Establishing Strategy and Investment Funding
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Implementing the LPM function
What Attendees Get
  • 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

Who is this course for?

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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 Owner

Prerequisites

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 environmen
What our customers are saying
Scaled Agile Framework is a large framework which is explained in a systematic way with good examples with plenty of interactive lessons. —J Leonard, Oracle. www.valueglide.comhs-fshubfsValue Glide_black
I gained these valuable insights from the course Variability is critical and must be embedded and maintained as long as possible, viable. There is a lot to process. If your organisation is considering an Agile at Scale, I recommend you take this course to get a high-level overview of SAFe. - T Maddick www.valueglide.comhs-fshubfsValue Glide_black
Your Trainers

Bunmi Adekeye

 

Bunmi Adekeye is an Agile Coach who uses her portfolio management experience and Scaled Agile Framework expertise to coach leaders of large organisations and PMOs in their transformation to enterprise-wide Lean-Agile practices.

 

Bunmi

Nader Talai

 

Nader Talai is Business Agility Consultant at Value Glide, where he helps clients accelerate their business agility transformations and grow.

Nader

SAFe Certification Kit

Attendees who pass the certification exam will receive:

  • SAFe Lean Portfolio Manager certificate
  • SAFe 4 Lean Portfolio Manager digital badge to promote your accomplishment online
  • A one-year certified membership as a SAFe 4 Lean Portfolio Manager, which includes access to the LPM Community of Practice
  • A SAFe 4 Lean Portfolio Manager certification usage guide with LPM certification marks
  • Access to a variety of learning resources to support certified professionals during their SAFe journey.

 

Annual Renewal

  • Membership renewals are one year from the date certification is earned
  • Renewal Fee: $295
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Exam Details


  • Exam name: SAFe Lean Portfolio Manager Exam
  • 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 cost: First exam attempt is included as part of the course registration fee if the exam is taken within 30 days of course completion. Each retake attempt costs $50

  • Exam Duration: Once the exam begins, candidates have 120 minutes (2 hours) to complete the exam
  • Number of Questions: 60
  • Passing Score: 42 out of 60 (70%)
  • Language: English
  • Retake policy: Second attempt on exam (first retake) can be done immediately after first attempt. Third attempt requires a 10-day wait. Fourth attempt requires a 30-day wait

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

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

Attendees may be eligible to apply for up to 24 PDUs toward their continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications.

 

Course Title Lean Portfolio Management PMI Assigned PDU Claim Code: 4446KOP5D4
Course Identifier SAFe LPM Talent Triangle PDU Allocation1
Duration 3 days Technical2
10.0
Leadership
4.0
Strategic
10.0
PMI Certification
Project Management (PMP®) 3.0    
Program Management (PgMP®) 8.0    
Portfolio Management (PfMP®) 10.0    
Business Analytics (PMI_PBA®) 4.0 4.0 10.0
Agile (PMI_ACP®) 6.0    
Risk Management (PMI_RMP®) 8.0    
Scheduling (PMI_SP®) 6.0    
PMI_ACP® 6.0    

 

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