This is a three-day interactive course that provides a workshop-type of experience. During this course, attendees 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.

Course objectives

Participants in the course will have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants will 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.

Target audience

• 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

All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more productive: Familiarity with Agile concepts and principles. Attended a Leading SAFe or SAFe PO/PM course. Experience working in a SAFe environment.

Outline

 

• Understanding Lean Portfolio Management (LPM)

• Connecting the portfolio to enterprise strategy

• How to Establish the Portfolio Vision

• Implementing Lean Budgeting and Guardrails

• Establishing flow with the Portfolio Kanban

• Supporting operational excellence with Agile PMO and CoPs

• Value Stream Coordination

• Measuring the LPM performance