Introduction

Aligning Strategy with Execution within SAFe^®

Foundational SAFe Course

Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one, unified team.

In this course, you will gain the practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance.

You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You’ll be able to establish portfolio flow with the Portfolio Kanban and prioritize initiatives for maximum economic benefit. The course also provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails and measure the Lean portfolio performance.

Attending this class prepares individuals to take the exam and become a certified SAFe^® Lean Portfolio Manager (LPM).

Objectives

At the end of this course students will be able to:

• Describe the importance of LPM
• Connect the portfolio to enterprise strategy
• Implement Lean budgeting and guardrails
• Establish portfolio flow with the Portfolio Kanban
• Support operational excellence with APMO and CoPs
• Coordinate Value Streams
• Measure the LPM performance
• Build a plan for LPM implementation

Student Profile

This course is designed for leaders and influencers who are responsible for the Lean Portfolio Management function. Examples include:

• Executives and leaders (CIOs, CEOs, CFOs, CTOs, and VPs)
• Enterprise architects
• Product managers and solution managers
• Business unit managers
• Program office personnel
• SPCs and enterprise Agile coaches
• Human resources
• RTEs
• Epic Owners

Prerequisites

There are no prerequisites to attend this course. However, the following recommendations will make the training more productive.

• Familiarity with Agile concepts and principles
• Attended a Leading SAFe or SAFe POPM course
• Experience working in a SAFe environment

Course Materials

Each student will receive a copy of the course documentation workbook prepared by Scaled Agile as well as membership to the SAFe Community Platform for one year ($295 renewal for each year thereafter).

Accreditation

• A certificate of completion will be issued to students who attend this course.
• Attendees are eligible to apply for 16 PDUs toward their PMP^® continuing education requirements with the Project Management Institute^® (PMI^®). See the SAFe website for the PMI Talent Triangle^® allocation and also for applicable hours towards other PMI certifications.

Certification

Attending both days of this course prepares and qualifies individuals to take the exam and become a certified SAFe^® Lean Portfolio Management (LPM). Students will be registered with Scaled Agile to take the LPM exam at their convenience within 30 days of attending the course. Get details on the LPM certification exam.

Students who successfully pass the certification exam will receive a certificate and a digital badge to promote their achievement virtually.

Course Outline

1. Introducing Lean Portfolio Management (LPM)
2. Establishing Strategy and Investment Funding
3. Applying Agile Portfolio Operations
4. Applying Lean Governance
5. Implementing the LPM function

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PMI, PMBOK, PMP, CAPM, PMI-PBA, PMI-ACP, and the PMI Authorized Training Partner logo are registered marks of the Project Management Institute, Inc.

JJM 159 | JJM159 | JJM-159