Lean Portfolio Management SAFe®

• 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. 

• 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. 

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 

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