Course
digicode: LPM
SAFe 6.0 Lean Portfolio Management
Course facts
- Operationalizing the corporate strategy and ensuring that Agile Release Trains (ARTs) are working on the right things
- Moving away from rigid project budgets toward flexible value stream budgets without losing financial control
- Working out the «actual» and «target» states of your portfolio to identify gaps and opportunities
- Using Portfolio Kanban to visualize epics, prioritize (WSJF), and limit WIP (work in process)
- Learning how compliance, audits, and reporting can be lean and effective in an agile environment
1 LPM Introduction
Why traditional portfolio management fails in the digital age.
2 Strategy & Investment Funding
- Defining strategic themes and OKRs.
- Establishing lean budgets and guardrails.
3 Agile Portfolio Operations
- Coordinating value streams.
- Supporting LPM through the LACE (Lean-Agile Center of Excellence).
4 Lean Governance
- Measuring portfolio performance.
- Making compliance and budget reviews dynamic.
- Excursus: Data-driven portfolio decisions with AI.
5 Getting started with LPM
Roadmap for implementing the LPM function.
6 Exam preparation
Tips for your LPM certification.
The course covers the official SAFe® curriculum.
We believe it is important that you can apply what you have learned directly.
- Theory & practice: The training consists of a combination of compact theoretical input and interactive exercises (e.g., simulation of «participatory budgeting») that ensure knowledge transfer.
- AI integration: We use AI as a targeted method. We discuss how you can use AI to analyze portfolio data, simulate scenarios, and make more informed investment decisions.
- Tools: In our online and hybrid training courses, we work with Miro or Conceptboard as our central collaboration tool to make strategy work visually tangible.
- Learning success: Short recaps and regular learning objective checks reinforce the material immediately.
- Exam preparation: To ensure you are confident going into the certification, we discuss the exam logic and sample questions together in a plenary session.
This course is aimed at strategic decision-makers and designers:
- C-level & executives (CEO, CTO, CFO): You want to understand how budgeting and strategy work in an agile organization in order to get to market faster.
- Portfolio managers & PMO heads: You are transforming your role from that of a traditional «controller» to an «enabler» who optimizes value streams.
- Enterprise architects: You ensure that the technical strategy (enabler epics) is taken into account and financed in the portfolio.
- SPCs & agile coaches: You accompany the introduction of LPM and need in-depth knowledge to coach managers.
- Epic owners & business owners: You are responsible for defining and ensuring the economic success of major initiatives.
There are no prerequisites for this course. We recommend first experiences with SAFe analogue to the following course:
After participating in the «Lean Portfolio Management» course, you get access to the exam. The login is valid for 30 days.
Upon passing the exam, the participant will receive the «SAFe® Lean Portfolio Manager» certification from the Scaled Agile Academy.
Exam format: Web-based, closed book, no outside assistance, questions: 45 (multiple choice), pass rate: 32 out of 45 (71%), duration: 90 minutes.
The examination is held in English.
Experience has shown that seven to ten hours of independent study are required to successfully pass the exam. Our trainers will prepare you optimally for the course and will also be on hand to answer your questions afterwards.
Trainings in German and English are conducted by our training partner AgileMinds.
Trainings in French are conducted by our partner Ahead Technology.