Certified SAFe® Lean Portfolio Manager (LPM)

Lean Portfolio Management (LPM) Training Program Overview

Our Lean Portfolio Management (LPM) course is designed to offer a comprehensive understanding of key concepts and practices essential for effective portfolio management in an Agile environment. This program is suitable for a wide range of professionals, regardless of their experience level. Key components of the course include:

• Establishing Strategy and Investment Funding: Learn how to align portfolio management with organizational strategy and ensure effective investment funding.
• Applying Agile Portfolio Operations: Understand the integration of Agile practices into portfolio operations for enhanced agility and responsiveness.
• Applying Lean Governance: Gain insights into implementing governance structures that support Lean and Agile processes.
• Implementing the LPM Function: Discover how to effectively implement Lean Portfolio Management functions within your organization.
• Day 3 Workshop: Exclusive to private sessions, this additional workshop day is dedicated to applying learned concepts practically.

Recommended Prerequisites:

• Familiarity with Agile concepts and principles.
• Attendance at a Leading SAFe or SAFe PO/PM course is beneficial.
• Experience working in a SAFe environment is advantageous, providing practical context to the training.

This training program is open to all interested individuals, providing an enriching learning experience that can significantly benefit your professional growth and Agile management capabilities.

Lean Portfolio Management (LPM) Explained

Lean Portfolio Management (LPM) is an approach that aligns an organization’s portfolio with its strategic objectives, ensuring efficient and effective realization of goals. Here’s a breakdown of the key components of LPM:

• Connecting the Portfolio to Enterprise Strategy: This involves aligning the organization’s portfolio with its overarching strategic goals, ensuring that all initiatives contribute to the enterprise’s vision and objectives.
• Establishing the Portfolio Vision: Developing a clear and compelling vision for the portfolio that guides decision-making and strategic planning.
• Implementing Lean Budgeting and Guardrails: Adopting a Lean approach to budgeting that emphasizes flexibility and responsiveness, coupled with guardrails to ensure alignment with strategic objectives.
• Establishing Flow with the Portfolio Kanban: Utilizing the Portfolio Kanban system to manage and visualize the flow of portfolio items, enhancing transparency and efficiency.
• Supporting Operational Excellence with an Agile PMO and CoPs: Establishing an Agile Program Management Office (PMO) and Communities of Practice (CoPs) to promote continuous improvement and operational excellence.
• Coordinating Value Streams: Ensuring effective coordination across different value streams to optimize the delivery of value and enhance organizational agility.
• Measuring LPM Performance: Implementing metrics and KPIs to track and evaluate the performance of Lean Portfolio Management, enabling continuous improvement.
• Building a Plan for LPM Implementation: Creating a structured and practical plan to implement LPM practices within the organization, tailored to its unique context and needs.

LPM is a strategic approach that not only streamlines portfolio management but also fosters a culture of agility and continuous improvement within the organization.

Prerequisites for Lean Portfolio Management Training

The Lean Portfolio Management training is designed for a range of professionals who play a critical role in organizational strategy and execution. Ideal participants include:

• Executives and Leaders: Including CIOs, CEOs, CFOs, CTOs, and VPs who are responsible for decision-making and strategic direction at the highest levels.
• Enterprise Architects: Professionals responsible for the overarching structure and strategic alignment of business processes and technology.
• Program and Project Managers: Individuals who oversee project planning, execution, and delivery within an enterprise.
• Product Managers and Solution Managers: Those who guide the development and management of products or services in the organization.
• Business Unit Managers: Managers responsible for overseeing specific divisions or business units within the company.
• Program Office Personnel: Staff involved in the administration and support of program offices, ensuring program alignment with strategic objectives.
• SPCs (SAFe Program Consultants) and Enterprise Agile Coaches: Experts who guide and coach organizations in the adoption and implementation of SAFe and Agile practices.
• Release Train Engineers: Individuals who facilitate and guide the Agile Release Train (ART) in SAFe implementations.
• Agile Coaches: Coaches who support teams and individuals in adopting Agile methodologies and practices.
• Human Resources Professionals: HR personnel involved in organizational development, talent management, and fostering an Agile culture.
• Epic Owners: Those responsible for coordinating and managing the development of Epics within the SAFe framework.

This training is beneficial for individuals and teams who are looking to enhance their understanding and implementation of Lean Portfolio Management in their organizations, aligning their work with enterprise strategic goals.

Certification Benefits for SAFe Lean Portfolio Managers

Upon successfully passing the certification exam, attendees will be awarded:

• SAFe Lean Portfolio Manager Certificate: A formal recognition of your knowledge and expertise in Lean Portfolio Management within the SAFe framework.
• Digital Badge: A digital badge of the SAFe Lean Portfolio Manager certification, ideal for sharing your achievement on online platforms and professional networks.
• One-Year Certified Membership: Includes a one-year membership as a SAFe Lean Portfolio Manager, granting access to the ASE (Applied Systems Engineering) Community of Practice. This membership offers a platform for continuous learning and interaction with other certified professionals.
• Certification Usage Guide: A comprehensive guide detailing the proper usage of the SAFe Lean Portfolio Manager certification marks. This guide helps in correctly representing your certified status in various professional contexts.
• Access to Learning Resources: Certified professionals will gain access to an array of learning materials designed to support their ongoing journey in SAFe practices and principles. These resources are invaluable for staying updated and further enhancing skills in Lean Portfolio Management.

Upon completing the Lean Portfolio Management course, you will be eligible for the SAFe® 6 Lean Portfolio Manager Exam, included in your Learning Plan on the SAFe Community Platform. This exam is designed to evaluate your understanding and application of Lean Portfolio Management concepts.

Exam Details:

• Name: SAFe® 6 Lean Portfolio Manager Exam
• Format: Multiple choice and multiple select
• Delivery: Online, closed book, no external assistance, timed
• Duration: 90 minutes (1.5 hours)
• Number of Questions: 45
• Passing Score: 32 out of 45 (71%)
• Language: English

Cost and Retake Policy:

• Initial Attempt Cost: Included in course registration (if taken within 30 days of course completion)
• Retake Cost:$50 per attempt
• Retake Timing: Immediate for second attempt; a 10-day waiting period for the third attempt; a 30-day waiting period for the fourth attempt.

Candidates can access the exam through the SAFe Community Platform after completing the course. The exam assesses your ability to apply Lean Portfolio Management in various scenarios, ensuring a comprehensive understanding of the subject.