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:

  • vedio Video Content
  • elearning eLearning Materials
  • exam Study Resources
  • certificate Completion Certificate
  • study Tutor Support
  • workbook Interactive Quizzes
Individual Training

Individual Training fosters personal growth, enhances professional skills, and builds confidence.

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Corporate Training

Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.

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.

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