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Lean portfolio Management

knoweldgeplan’s approach to Lean Portfolio Management Training is both practical and inspirational. Our training is carefully designed and tested to develop the key skills and confidence needed while being highly participatory and fun.


SAFe Lean Portfolio Management is a three-day interactive course that includes a one-day Getting Started with LPM workshop. In this course, attendees 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. Participants in the course will have the opportunity 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 will be able to establish portfolio flow with the Portfolio Kanban and prioritize epics 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.”

*** Attendees must attend all days of the course in order to qualify for the exam ***
Learning Goals:
To perform the role of a Lean Portfolio Manager, attendees 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
Why Lean Portfolio Management?
Organizations that focus on defining projects that span more than a year often get stuck in situations where teams are incentivized to meet out-of-date project goals, instead of delivering value early or seeking early feedback on market-fit. Lean portfolio management methods help organizations: Shift the operations focus to delivering incremental value at shorter cadences for larger initiatives. Leverage the cadences to achieve shorter feedback loops. Feedback collected via internal teams, external focus groups, customers, or end users helps measure progress towards the organization’s target outcomes. Ruthlessly apply the feedback to reinvest in ideas that produce good outcomes and downshift on ideas that do not produce good outcomes and downshift on ideas that do not. Lean Portfolio Management, informed by lean principles and built through a better understanding of customer value (and how to deliver it quickly), remedies some common pain points in large organizations.


•  Introducing Lean Portfolio Management (LPM)
•  Establishing Strategy and Investment Funding
•  Applying Agile Portfolio Operations
•  Applying Lean Governance
•  Implementing the LPM function
•  What the participants get :
•  Attendee PDF workbook (Digital)
•  Course certificate of completion
•  Preparation and eligibility to take the SAFe® LPM certification exam
•  One-year membership to the SAFe Community Platform
•  Remote learning via SAFe® Virtual Classrooms
•  One-year membership to the SAFe® Community Platform
•  Earn 24 PDUs and 24 SEUs

The following individuals will benefit from this course:

•  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 Owner

Exam Details:

•  Duration: 90 minutes
•  Number of questions: 45
•  Passing score: 32/45 (71%)
•  Competency level: Foundational difficulty; Competent, some knowledge or experience; can perform tasks with assistance
•  Question format: Multiple choice (one answer) or multiple select (2-3 answers)
•  Delivery: Web-based, closed book, no outside assistance, timed
•  Access: Community Platform upon completion of the course
•  Languages offered: English
•  Cost: First attempt included in the course registration fee if taken within 30 days of course completion

Trainers Profile :

Suchitra Sharma , Agile Coach and Trainer
Highly skilled and accomplished Agile Coach and Trainer who specializes in transforming individuals, teams, and corporations into true Agile organizations by building the required mindset and behaviors that are the key to Agile success. I believe that the purpose of Agile is to provide a measurable Business Advantage and anything short of this should not be accepted. I have a good understanding of coaching requirements and a versatile exposure to the needs of coaching in different environments. As a coach, I believe that no two requirements are similar even though they may appear very similar on the surface. I have worked in a variety of environments and while I leverage my past experience it’s very rewarding to train people and see them utilize the new skills. I like to encourage everyone who has had coaching from me to feel free to ask anything. I have 6+ years of experience in project management and implementing Agile best practices, coaching multiple teams at the enterprise level. Helped clients to shape their Agile strategy and implementation managed stakeholders and provide training and consultation for implementing Scaled Agile Framework SAFe®. Currently, I’m am a SAFe Consultant/Agile Coach/SM .

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