Lean Portfolio Management - SAFe®

Lean Portfolio Management (LPM) is a two-day, interactive course that teaches the practical tools and techniques necessary to implement Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance.

Participants learn to capture the current and future state of their portfolio with the Portfolio Canvas tool, and identify important business initiatives for achieving the portfolio vision. Participants also learn how to establish portfolio flow with the Portfolio Kanban and prioritize epics for maximum economic benefit. Additionally, the course provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails, and how to measure the Lean portfolio performance.

Diana Kirkova

Diana Kirkova

Diana Kirkova has 10+ years IT Product Management experience, 5+ years experience in Strategy & Management consulting, 6 years experience in software development. She has passionately spent her career moving up the ranks in the IT industry from Software Engineer to Product Manager and to Enterprise Transformation Agile Coach. Currently, she spends most of her time coaching companies interested in transforming their culture, advancing their development practices, and applying agile values and principles. As an Agile coach, she is providing ongoing coaching and mentorship within the organization. She helps teams use Agile methodology as a strategic asset to deliver customer value. Unique ability to provide teams with the right tools & techniques tailored to the needs of your organization.

For 8 years she has been providing different trainings and workshops like: Agile Fundamentals, Scrum Basics, Kanban Basics, Scrum Master, Product Owner, Scrum @ Scale User story mapping, SAFe trainings in the last 3 years. But also specific sessions depending on company needs like: OKRs, Difference between PM and PO in SAfe, kick off new teams with Sprint 0, prioritization process at scale, etc.. Diana is passionate about 1-1 coaching and having individual sessions as well.


About the training

Lean Portfolio Management (LPM) is a two-day, interactive course that teaches the practical tools
and techniques necessary to implement Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance.

Participants learn to capture the current and future state of their portfolio with the Portfolio Canvas tool, and identify important business initiatives for achieving the portfolio vision. Participants also learn how to establish portfolio flow with the Portfolio Kanban and prioritize epics for maximum economic benefit. Additionally, the course provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails, and how to measure the Lean portfolio performance.


Prerequisits

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

Target audience

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)
  • Portfolio managers
  • Enterprise architects
  • Product managers and solution managers
  • Business owners
  • Program office personnel
  • SPCs and enterprise Agile coaches
  • Human resources
  • Epic owners
  • RTEs

Topics covered

  • Introducing Lean Portfolio Management (LPM)
  • Establishing Strategy and Investment Funding
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Implementing the LPM function

Learing Outcomes

After completing the class, you should be able to:

  • Describe Lean Portfolio Management (LPM)
  • Connect the portfolio to enterprise strategy
  • Establish the Portfolio Vision
  • Implement Lean Budgeting and Guardrails
  • Establish flow with the Portfolio Kanban
  • Support operational excellence with an Agile Program Management
  • Office (PMO) and Communities of Practice (CoPs)
  • Coordinate Value Streams
  • Measure LPM performance
  • Build a plan for LPM implementation

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