Lean Portfolio Management SAFe®

The Lean Portfolio Management SAFe® Course provides an in-depth understanding of aligning portfolio execution with organisational strategy, enabling learners to optimise investments, prioritise work effectively, and deliver maximum business value.

Begin Free Trial

Get in Touch With Us

Who will be funding the course?

My employer I will Not sure

Full Name

Phone Number

+44

Company Email

Message (Optional)

Learning Options

Online self paced
Virtual
Onsite

Online Video-Based Learning
Flexible Schedule
Expert Trainers with Industry Experience
High Pass Rates
24/7 Personalised Support
Interactive Learning Materials

Live Online Classes
Expert Trainers with Industry Experience
Live Assessment and Feedback
Interactive Learning Materials
Networking Opportunities
High Pass Rates

Book Now

Overview

The Lean Portfolio Management SAFe® Course is tailored for individuals seeking to drive organisational agility through effective portfolio management. Designed for professionals in leadership, management, and agile roles, this course focuses on integrating lean thinking and agile practices into portfolio management processes. It enables learners to bridge the gap between strategy and execution, ensuring that all initiatives are aligned with the organisation’s goals.

Through this course, learners will gain the ability to establish a portfolio vision, manage demand, and optimise the flow of value across an enterprise. They will also explore techniques for managing financials, ensuring investment alignment, and leveraging lean budgeting. This comprehensive training prepares learners to support business agility, adaptability, and continuous value delivery, fostering a sustainable competitive advantage.

This 2-Day course by MPES equips learners with practical expertise in implementing SAFe® principles and practices, ensuring that portfolio management aligns with lean-agile values. It is an essential step for professionals aiming to contribute effectively to organisational transformation and strategic success.

Course Objectives

Understand the principles and components of Lean Portfolio Management within the SAFe® framework
Develop skills to align portfolio strategy with organisational objectives and business outcomes
Learn techniques for implementing lean budgeting and forecasting to optimise financial outcomes
Gain proficiency in creating and managing portfolio Kanban systems for demand management and flow optimisation
Build expertise in establishing portfolio value streams and assessing their performance
Explore strategies for facilitating successful portfolio-level planning and execution
Apply continuous improvement practices to enhance portfolio operations and sustain agility
Foster collaboration across teams, stakeholders, and leadership to ensure alignment and transparency

Upon completion, learners will possess the knowledge and tools needed to effectively manage a lean portfolio, drive enterprise agility, and support their organisation’s strategic goals. This course is an essential step for those pursuing advanced roles in portfolio management and agile transformation.

Average completion time

2 Month

with unlimited support

100% online

Start anytime

Study At Your Own Pace

Course Includes

Course Details

Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.

Entry Requirements

Educational Background: While no prior experience in portfolio management is required, a basic understanding of Agile principles and SAFe® concepts is recommended for seamless integration of the course material.
Language Proficiency: Learners should have a strong command of English, as all course materials, discussions, and assessments are conducted in English.
Interest in Lean and Agile Practices: This course is designed for professionals keen on enhancing their expertise in lean principles, portfolio management, and value-driven decision-making.

Learning Outcomes

Align Portfolio to Strategy: Master techniques to ensure that portfolio execution aligns with the organisation's strategic objectives, delivering maximum business value.
Implement Lean Budgeting: Gain practical skills to establish and manage lean budgets, allocate resources effectively, and enable dynamic decision-making across the portfolio.
Optimise Portfolio Flow: Learn to visualise, manage, and optimise the flow of work within the portfolio to improve delivery speed and outcomes.
Enhance Collaboration Across Teams: Build capabilities to foster collaboration between portfolio stakeholders, Agile teams, and enterprise leadership.
Measure and Improve Portfolio Performance: Develop the ability to set key performance indicators, measure outcomes, and drive continuous improvement across the portfolio.

Target Audience

The Lean Portfolio Management SAFe® course is ideal for professionals involved in portfolio management and organisational strategy. Below are the roles that will benefit from this course:

Portfolio Manager
Program Manager
Enterprise Architect
Business Owner
Lean-Agile Leader
Product Manager
Solution Manager
Change Agent

Course content

Module 1: Introduction to Lean Portfolio Management

Lean Portfolio Management
Why Lean Portfolio Management?
Lean-Agile Mindset and SAFe® Principles
Problem with Project-Based Accounting
Benefits of Organising Around Value
SAFe® Portfolio Structure
Shift to LPM

Module 2: Establishing Strategy and Investment Funding

Connecting the Portfolio to the Enterprise Strategy
Maintaining the Portfolio Vision
Developing the Portfolio Roadmap

Module 3: Realising Portfolio Vision Through Epics

Portfolio Epics
Estimating Epic Costs
SAFe® Lean Start-Up Cycle

Module 4: Establishing Investment Funding

Lean Budget Guardrails
LPM Events overview
Strategic Portfolio Review and Portfolio Sync
Participatory Budgeting
Adjust the Portfolio Budget Allocation
Value Stream Budgets
Benefits of Participatory Budgeting

Module 5: Managing Portfolio Flow

Value of Portfolio Flow
Establishing Flow with the Portfolio Kanban
How Kanban Works?
Portfolio Kanban Benefits
Sequencing Epics for Implementation Using WSJF

Module 6: Applying Agile Portfolio Operations

Value Stream Coordination
Supporting ART Execution and Operational Excellence
Function of the Lean-Agile Centre of Excellence
LACE Operating Models
Measure and Grow to Improve LPM Competency

Module 7: Applying Lean Governance

Measuring LPM Performance
Coordinating Compliance
Technology Business Management with SAFe®
Agile Software Capitalisation
Getting Started with Lean Portfolio Management Workshop
Additional LPM Resources

Module 8: Practicing SAFe®

LPM Practice Guides on the Adopt LPM page
LPM Class Page
SAFe® Toolkits
Online Learning Resources
Community Video Hub
SAFe® Collaborate
SAFe® Assessments
Discussion Forums

Module 9: Getting Started with LPM

Establish the Case for Change
Portfolio Scope
Identify LPM Participants
Prepare for Empathy Interviews
Design the LPM Events
Sponsor the LPM Community of Practice
Prepare for LPM Kickoff Event
Anticipate Common Challenges
Preparing Finance for LPM Implementation
Plan Your Next Steps

MPES Support That Helps You Succeed

At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.

MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
Get expert guidance from tutors available online to assist with your studies.
Check your eligibility for exemptions with the relevant professional body before starting.
Our supportive team is here to offer study advice and support throughout your course.
Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.

Career Growth Stories

MPES Learning offers globally recognised courses in accounting,

Arvy Pasanting

As a qualified accountant, studying with MPES has been very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just at excel in my current role as an auditor, but also inspired me to expand my horizons. I am very grateful of the support I was given where the skills I gained extended beyond just passing exams and learning about accounting principles - it allowed me to take on roles that benefit the wider community.

Arvy Pasanting

Audit Senior (incoming Reconciliations Manager)

David Ford

I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising both their “in class” and online learning opportunities that fit around the needs of my employer, I have found them to be consummate professionals delivering first class accounting courses with support always available.

David Ford

Accountant

Aaron Allcote

As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.

Aaron Allcote

Finance Officer

Bob Beaumont

I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.

Bob Beaumont

Senior Accountant

George Evans

The Financial Risk Management Course at MPES was invaluable in deepening my understanding of risk assessment and mitigation strategies. The hands-on learning approach allowed me to apply new concepts directly to my work. I highly recommend it for professionals in finance.

George Evans

Risk Manager

James Robinson

As a financial consultant, I am always seeking ways to enhance my expertise. The Investment Analysis Course at MPES exceeded my expectations, offering practical skills and knowledge that I can apply immediately in my consulting work. It's an outstanding choice for professionals in finance.

James Robinson

Financial Consultant

Laura Bennett

The Corporate Finance Course I attended at MPES was transformative. The depth of knowledge shared by the instructors and the relevance of the topics covered have directly impacted on our financial strategy. I strongly endorse this program for anyone in a leadership position in finance.

Laura Bennett

Chief Financial Officer

Emma Johnson

The Financial Modeling and Valuation Course at MPES was incredibly insightful. The practical applications and real-world examples helped solidify my understanding of complex concepts. I highly recommend this course to anyone looking to enhance their financial acumen.

Emma Johnson

Financial Analyst

Need help with your ACCA course?

Our course advisors are here to help guide you and ensure that you choose the right course for you and your career journey.

Call Us

Have Questions? We’ve Got You

If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.

Q. What is the primary objective of the Lean Portfolio Management SAFe® Course?

The primary objective is to equip learners with the knowledge and skills to align strategy and execution using SAFe® principles, enabling effective portfolio management, financial governance, and value delivery in lean enterprises.

Q. Who should attend this course?

This course is ideal for portfolio managers, executives, product managers, enterprise architects, and anyone involved in strategy, portfolio planning, or execution within an organisation using SAFe®.

Q. What will I learn from the Lean Portfolio Management SAFe® Course?

You will learn to implement lean portfolio management practices, establish a portfolio vision, connect strategy to execution, manage investments, and measure portfolio performance effectively.

Q. How does this course benefit my organisation?

Organisations benefit through enhanced alignment between strategy and delivery, improved financial governance, and the ability to prioritise investments for maximum value delivery, resulting in greater business agility.

Q. How will this course support my career growth?

This certification demonstrates your expertise in lean portfolio management, making you a valuable asset to agile enterprises. It opens opportunities for leadership roles in strategy execution and portfolio governance.

Related Course

Explore additional courses designed to complement your learning journey and enhance your professional skills. Expand your knowledge with these expertly curated options tailored to your career goals.

SAFe® Agile Product Management Training Go To Course

SAFe® Agile Software Engineering Training Go To Course

SAFe® for Architects Training Course Go To Course

AgileSHIFT® Go To Course

Maria Thompson

04-Dec-2024

Read Blog

Course Schedule

£3995