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SAFe® Lean Portfolio Management Training

  • Beginner
  • 18 and older
  • $2,995
  • 13650 Dulles Technology Dr, Herndon, VA
  • 18 hours over 2 sessions
SAFe® Lean Portfolio Management Training
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  • $2,995
  • Herndon Education and AnyWare Center @ 13650 Dulles Technology Dr Ste #175, Herndon, VA 20171
  • 18 hours over 2 sessions
  • Course ID 1828
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Class Description

Description

What you'll learn in this agile training:

In 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.

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.

Objective: 

  • Establish strategy and investment funding
  • Apply agile portfolio operations
  • Apply lean governance
  • Implement the LPM function

You will learn how to:

Assess the current and future state of your portfolio with the Portfolio Canvas tool

Establish portfolio flow with the Portfolio Kanban system

Establish Value Stream Budgets, Lean Budget Guardrails, and measure the Lean portfolio performance

Course Outline:

Module 1: Introducing Lean Portfolio Management

In this module, you will learn how to:  

  • Apply the Lean-Agile Mindset and SAFe Principles to portfolio management 
  • Realize the benefits of organizing your portfolio around value 
  • Identify the Development Value Streams within a portfolio 

Module 2: Establishing Portfolio Strategy and Vision

  • In this module, you will learn how to:
  • Connect the portfolio to the Enterprise with Strategic Themes
  • Describe Strategic Themes with objectives and key results (OKRs)
  • Maintain the Portfolio Vision
  • Define the Value Streams and portfolio domain via the portfolio canvas
  • Understand the portfolio’s investment mix by horizon
  • Identify opportunities for the portfolio’s future state with SWOT
  • Express the future state as a Vision
  • Develop the portfolio Roadmap
  • Forecast portfolio Epics for roadmapping
  • Identify market rhythms and milestones
  • Identify valuable release windows using market rhythms
  • Identify valuable release windows using market milestones
  • Establish a portfolio strategy and vision

Module 3: Realizing Portfolio Vision through Epics

In this module, you will learn how to:

  • Define portfolio Epics
  • Achieve the future state of the portfolio with Epics
  • Decompose portfolio Epics into program or Solution Epics
  • Adapt the Lean business case template to your needs
  • Estimate Epic costs
  • Implement Epics and achieve the Vision using the SAFe Lean Startup Cycle

Module 4: Establishing Investment Funding

In this module, you will learn how to:

  • Establish Lean Budget Guardrails
  • Guide investments by horizons
  • Apply capacity allocation to optimize value and Solution integrity
  • Establish portfolio Epic thresholds
  • Use Participatory Budgeting in SAFe
  • Establish the total portfolio budget
  • Establish Value Stream budgets with participatory budgeting

Module 5: Managing Portfolio Flow

In this module, you will learn how to:

  • Establish flow with the Portfolio Kanban
  • Sequence Epics for implementation using WSJF
  • Sequence Epics for optimal economics
  • Calculate WSJF to sequence Epics
  • Manage portfolio flow

Module 6: Applying Agile Portfolio Operations

In this module, you will learn how to:

  • Coordinate Value Streams to create portfolio-level opportunities
  • Deploy and release portfolio work
  • Support program execution and operational excellence
  • Measure and grow to improve LPM competency

Module 7: Applying Lean Governance

In this module, you will learn how to:

  • Measure LPM performance
  • Establish LPM Metrics
  • Coordinate continuous compliance
  • Improve quality with a Lean approach
  • Understand Technology Business Management (TBM) with SAFe
  • Measure Lean portfolio performance

Prerequisites:

  • All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training significantly more productive.
  • Familiarity with Agile concepts and principles
  • Attended Leading SAFe® Certification Training or SAFe® Product Owner/Product Manager (POPM Certification) Training
  • Experience working in a SAFe environment

Certification Information

Completion of this course gives you access to the multiple-choice, web-based exam from Scaled Agile and all related study materials as part of your Learning Plan in the SAFe Community Platform.

Refund Policy

If a customer would like to cancel or transfer their course, they must notify Coursehorse prior to 3 weeks before the start date of the course or within seven days of registration. On-Demand Courses cannot be cancelled once purchased and are not eligible for refund.

  • If a customer transfers to another course prior to 3 weeks before the start date or within seven days of registration of the course in which originally enrolled, 100% of any prepaid course tuition will be applied toward the course tuition for the subsequent course.
  • If a customer needs to cancel an enrollment 3 weeks prior to the start of the class or within seven days of registration, we will refund 95% of any prepaid course tuition for that enrollment.
  • If a customer does need to transfer or cancel a course within 3 weeks of the start date of the course or after seven days from the date of registration, a fee equal to 50% of the price of the course will be assessed for any standard attendances.

Attendances associated with a Learning Tree program will be assessed a $500 fee. Training Passports, Training Vouchers and Pay-As-You-Learn Vouchers cannot be used after their expiration dates, and a course cancellation or transfer by the customer will not extend a Training Passport, Training Voucher Pack or Pay-As-You-Learn Voucher Pack expiration date.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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Learning Tree International

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