What is Lean Portfolio Management SAFe® Course?
Lean Portfolio Management SAFe® equips professionals with advanced tools to align strategy, investments, and portfolio execution, ensuring maximum value delivery. This course addresses the growing need for organisations to adopt agile practices across portfolios, offering a structured approach to manage initiatives effectively while adapting to dynamic market conditions.
Ideal for portfolio Managers, Business Owners, and Executives seeking to align their work with organisational goals. This course enhances strategic decision-making and equips professionals to thrive in competitive industries by driving value-based outcomes and improving their leadership impact in agile portfolio management.
This 2 Day course provided by Oakwood International delivers expert-led training with actionable insights for mastering lean principles in portfolio management. With a focus on practical application, it helps professionals implement SAFe® practices to optimise resource allocation, improve efficiency, and achieve measurable results, making it a strategic choice for career advancement.
Course Objectives
Understand the SAFe® Lean Portfolio Management framework
Align portfolios with organisational strategy and goals
Manage demand and prioritise initiatives for maximum value
Facilitate lean budgeting and cost-effective resource allocation
Measure portfolio performance and adapt to changes
Collaborate effectively across teams and stakeholders
Implement actionable SAFe® practices in portfolio contexts
Upon completing the course, professionals will gain the expertise to align portfolios with agile strategies, enabling efficient resource utilisation and delivering measurable organisational value. This ensures readiness to excel in leadership roles and make a significant business impact.
Course Outline
Lean Portfolio Management SAFe® Course
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
Included
Included
- No course includes are available.
Offered In This Course:
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Video Content
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eLearning Materials
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Study Resources
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Completion Certificate
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Tutor Support
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Interactive Quizzes
Learning Options
Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.
Online Instructor-Led Training
- Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.
Online Self-Paced Training
- Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.
Build your future with Oakwood International
We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.
Frequently Asked Questions
Q. What is the focus of this course?
The
course focuses on aligning portfolio strategies with organisational goals using
SAFe® principles to maximise value delivery.
Q. How does this course benefit professionals?
It
equips professionals with tools to manage portfolios effectively, prioritise
initiatives, and optimise resource allocation in agile environments.
Q. Who should consider taking this course?
This
course is ideal for portfolio managers, business owners, and executives aiming
to improve decision-making and drive strategic outcomes.
Q. What skills will this course develop?
It
develops skills in lean budgeting, demand management, stakeholder
collaboration, and performance measurement to ensure successful portfolio
execution.
Q. Why is Lean Portfolio Management essential?
Lean
Portfolio Management ensures portfolios align with dynamic market needs,
improving efficiency, agility, and value delivery across organisations.