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Apex Global

Lean Portfolio Management In Practice

Learning Objective

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
Training Contents

Module 1: Introducing Lean Portfolio Management 

  • Discuss the purpose of SAFe Lean Portfolio Management
  • Explain the Lean-Agile Mindset and SAFe principles
  • Discuss the problems of project-cost accounting
  • Discuss the key benefits of organizing around value
  • Define the SAFe portfolio structure
  • Explain the shift to Lean Portfolio Management

Module 2: Establishing Strategy & Investment Funding 

  • Connect the portfolio to the Enterprise strategy
  • Develop the Portfolio Vision
  • Develop the Portfolio Roadmap
  • Discuss how to execute the Strategic Portfolio Review

Module 3: Realizing Portfolio Vision Through Epics 

  • Define portfolio Epics
  • Estimate Epic costs
  • Achieve the portfolio Vision with the SAFe Lean Startup Cycle
  • Establish Lean Budget Guardrails
  • Establish Value Stream budgets

Module 4: Establishing Investment Funding 

  • Establish flow with the Portfolio Kanban
  • Sequence Epics for implementation using WSJF

Module 5: Managing Portfolio Flow 

  • Describe Value Stream coordination

Module 6: Applying Agile Portfolio Operations

  • Support program execution and foster operational excellence
  • Measure Lean portfolio performance
  • Discuss the Portfolio Sync

Module 7: Applying Lean Governance

  • Explore coordinating continuous compliance
  • Relate Technology Business Management to SAFe LPM
  • Explain Agile development software capitalization
Target Participant

The following individuals will benefit from this course:

  • Executives and Leaders (CIOs, CEOs, CFOs, CTOs, and VPs)
  • Portfolio Managers
  • Enterprise Architects
  • Product Managers and Solution Managers
  • Business Owners
  • Program Office Personnel
  • Enterprise Agile Coaches
  • Human Resources
  • Epic Owners
  • RTEs
Key Highlights

Class training methods
Training Methods1Values

  • CUSTOMISED: Our tailor-made solutions are in line with your business goals, drawing on best practices and proven approaches
  • RESULT-ORIENTED: Our primary objective is the enhancement of business results through continuous evaluation for maintaining focus and accountability
  • COST-EFFECTIVE: Our customized and simple solutions are highly cost-effective
  • TARGETED: We use a combination of approaches and techniques to meet the objectives of our individual clients and organizational needs
  • PROCESS-ORIENTED: Our training programs are process focused, not process bound. We apply standard tools for process streamlining
  • IMPROVEMENT FOCUSED: Our techniques involve robust evaluation, open and honest communication and on-going process upgrading for continuous improvement.
  • IMPACTFUL: Our experts leverage powerful solutions that can deliver the right impetus to your business
Other Info

Contact Info

Public Training Schedule

Phone: +84 (0)862 718 187 Email: [email protected] Please click below link to view our public training schedule

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