Support

Elevate Your Expertise: Learn More, Save More, and Achieve More with Our Exclusive Training Deals!

Course Summary

Aligning strategy with execution is critical to any organization’s success and a key aspect of Scaled Agile Framework. With a Lean Portfolio Management (LPM) approach, you can collaborate across silos, empower teams, and organize around value to adapt to what customers want, faster.

The Lean Portfolio Management course helps executives, project management officers (PMOs) and other key stakeholders plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes. The LPM course provides the guidance and tools you need to work effectively in remote environments with distributed teams. You’ll learn how to connect portfolio strategy and initiatives to the agility planning and execution of work, how to integrate feedback from participatory budgeting, and how to adapt to change while maintaining your funding vision and roadmap.

You will learn to use the Portfolio Canvas tool to capture the current and future state of their portfolio and identify important business initiatives. They will also learn to prioritize epics for maximum economic benefit using the Portfolio Kanban and establish Value Stream Budgets or Lean Budget Guardrails. Additionally, the course provides insights on measuring the Lean portfolio performance.

Module 1: Introducing Lean Portfolio Management
• Apply the Lean-Agile Mindset and SAFe Principles to portfolio management
• Realize the benefits of organizing your portfolio around value
• Identify the Development Value Streams within a portfolio

Module 2: Establishing Portfolio Strategy and Vision
• Connect the portfolio to the Enterprise with Strategic Themes
• Describe Strategic Themes with objectives and key results (OKRs)
• Maintain the Portfolio Vision
• Define the Value Streams and portfolio domain via the portfolio canvas
• Understand the portfolio’s investment mix by horizon
• Identify opportunities for the portfolio’s future state with SWOT
• Express the future state as a Vision
• Develop the portfolio Roadmap
• Forecast portfolio Epics for roadmapping
• Identify market rhythms and milestones
• Identify valuable release windows using market rhythms
• Identify valuable release windows using market milestones
• Establish a portfolio strategy and vision

Module 3: Realizing Portfolio Vision through Epics
• Define portfolio Epics
• Achieve the future state of the portfolio with Epics
• Decompose portfolio Epics into program or Solution Epics
• Adapt the Lean business case template to your needs
• Estimate Epic costs
• Implement Epics and achieve the Vision using the SAFe Lean Startup Cycle

Module 4: Establishing Investment Funding
• Establish Lean Budget Guardrails
• Guide investments by horizons
• Apply capacity allocation to optimize value and Solution integrity
• Establish portfolio Epic thresholds
• Use Participatory Budgeting in SAFe
• Establish the total portfolio budget
• Establish Value Stream budgets with participatory budgeting

Module 5: Managing Portfolio Flow
• Establish flow with the Portfolio Kanban
• Sequence Epics for implementation using WSJF
• Sequence Epics for optimal economics
• Calculate WSJF to sequence Epics
• Manage portfolio flow

Module 6: Applying Agile Portfolio Operations
• Coordinate Value Streams to create portfolio-level opportunities
• Deploy and release portfolio work
• Support program execution and operational excellence
• Measure and grow to improve LPM competency

Module 7: Applying Lean Governance
• Measure LPM performance
• Establish LPM Metrics
• Coordinate continuous compliance
• Improve quality with a Lean approach
• Understand Technology Business Management (TBM) with SAFe
• Measure Lean portfolio performance

There are no prerequisites to this course.

Duration: 90 minutes Number of Questions: 45 Passing Score: 77% Delivery: Web-based, closed book, no outside assistance, timed

Following your booking, a confirmation message will be sent to all participants, ensuring you're well-informed of your successful enrollment. Calendar placeholders will also be dispatched to assist you in scheduling your commitments around the course. Rest assured, all course materials and access to necessary labs or platforms will be provided no later than one week before the course begins, allowing you ample time to prepare and engage fully with the learning experience ahead.

Our comprehensive training package includes all the necessary materials and resources to facilitate a full learning experience. Enrollees will be provided with detailed course content, encompassing a wide array of topics to ensure a thorough understanding of the subject matter. Additionally, participants will receive a certificate of completion to recognize their dedication and hard work. It's important to note that while the course fee covers all training materials and experiences, the examination fee for certification is not included but can be purchased separately.
Send as a Prefilled Cart
Request Custom Delivery

Questions About This Course?







    Other Popular Courses

    Mastering Communication & Presentation Te...
    • Duration: 4 Days
    • Language: Danish
    • Level: Intermediate
    • Exam: MCPT
    Select options This product has multiple variants. The options may be chosen on the product page
    See Price
    Dates & Details
    Next Generation Mindfulness
    • Duration: 1 Days
    • Language: English
    • Level: Foundation
    • Exam: NGM
    Select options This product has multiple variants. The options may be chosen on the product page
    See Price
    Dates & Details
    Nutanix Multicloud Infrastructure Design (NMC...
    • Duration: 1 Days
    • Language: English
    • Level: Advanced
    • Exam: Nutanix Certifi
    Select options This product has multiple variants. The options may be chosen on the product page
    See Price
    Dates & Details