Lean Portfolio Management SAFe®
The Lean Portfolio Management (LPM) SAFe® Course equips leaders with the skills to align strategy with execution across Agile portfolios. It focuses on lean budgeting, governance, and portfolio operations to drive value delivery in complex organisations. Ideal for executives, PMO leaders, and Agile coaches aiming to lead enterprise-level Agile transformations.
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Course Overview O v e r v i e w
- Course Overview
- Course Outline
- What’s Included
- What You’ll Learn
- Exam Details
Lean Portfolio Management SAFe® Overview
The Lean Portfolio Management (LPM) SAFe® Course is designed for leaders and change agents who manage strategy and investment funding across Agile portfolios. It focuses on aligning business objectives with execution, enabling organisations to respond quickly to change while delivering consistent value. Participants gain insights into lean governance, portfolio operations, and Agile budgeting.
Being formally trained in Lean Portfolio Management equips professionals with the tools to drive enterprise agility at scale. It enhances decision-making, improves transparency across portfolios, and fosters collaboration between strategy and delivery teams. Certification also validates your ability to lead Agile transformations and optimise value streams.
Training Deals offers a distinctive learning experience by combining expert-led instruction with practical, scenario-based content tailored to real-world portfolio challenges. Our course delivery is structured to support both exam success and workplace application, with flexible formats and dedicated learner support that make mastering Lean Portfolio Management both accessible and impactful.
Lean Portfolio Management SAFe® Outline
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
- SAFe® FAQs
Module 9: Getting Started with LPM
- Introduction to implementing LPM
- Introduction to the Workshop
- Workshop Objectives
- Exploring the LPM Implementation Roadmap
- Align the people and start-up Activities
- Organize the Development Value Streams in the portfolio
- Connect the Portfolio to the Enterprise Strategy
- Establish and Run LPM Operations
- Govern a Lean Portfolio
- Evolve the Portfolio with Measure and Grow
- Prepare for the LPM Kick-off Event
- Plan Your Next Steps
What’s included in this Lean Portfolio Management SAFe®?
- Expert-led Training Sessions by Certified Instructors
- Digital Delegate Pack
- 24/7 Tutor support
- Interactive course
- Exercise files
- Scenario-based learning
What You’ll Learn in this Course
This course takes you from foundational Lean-Agile concepts to hands-on portfolio management practices that connect strategic planning with Agile execution. You'll gain the skills to manage funding, prioritise initiatives, and optimise value delivery across the enterprise.
- Learn how to connect strategic themes with portfolio execution
- Learn to apply Lean budgeting and decentralised decision-making
- Learn to manage portfolio flow using Kanban systems and metrics
- Learn to align Agile teams and ARTs with business objectives
- Learn to implement governance that supports agility and innovation
- Learn how to drive continuous improvement across portfolios
Lean Portfolio Management SAFe® Exam Information
The Lean Portfolio Management SAFe® exam evaluates a candidate’s ability to align strategic goals with Agile execution using the SAFe® framework. It validates expertise in implementing Lean-Agile portfolio operations, managing strategic themes, and driving effective portfolio-level decision-making.
- Question Type: Multiple Choice
- Total Questions: 45
- Total Marks: 45 Marks
- Pass Mark: 77%, or 35/45 Marks
- Duration: 90 Minutes
- Open Book/ Closed Book: Closed Book
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Frequently Asked Questions
Lean Portfolio Management (LPM) is a set of organisational capabilities that align strategy with execution by applying Lean and Agile principles. It enables enterprises to fund and manage portfolios of work in a way that maximises value delivery and minimises waste.
This course is ideal for senior leaders, portfolio managers, enterprise architects, product managers, and anyone involved in strategy, investment funding, Agile governance, or Lean budgeting within a SAFe® environment.
While there are no formal prerequisites, it is recommended that participants have a basic understanding of Agile principles and SAFe® concepts. Prior experience in portfolio or programme management is also beneficial.
Upon successful completion of the course and passing the exam, participants will earn the SAFe® Lean Portfolio Manager certification, which is globally recognised and demonstrates proficiency in applying Lean principles at the portfolio level.
The course is typically delivered over two to three days through instructor-led sessions, which may be in-person or online. Assessment is via a multiple-choice exam administered by Scaled Agile, Inc., which must be completed within a specified timeframe after the course.
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