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

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

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

Class training methods
Values

• 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

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