SAFE Lean Portfolio Management


This is a three-day interactive course that provides a workshop-type of experience.

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 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.


Certification Included

Get qualified with the SAFe LPM certification

Attending the class is the first step to gaining the SAFe LPM qualification. We will prepare you in class for the exam. The exam fee is included in the course cost and can be taken online at any time in a 30 day period after the course.

Learning Goals

  • Describe the importance of Lean Portfolio Management (LPM)

  • Connect the portfolio to enterprise strategy

  • Implement Lean budgeting and Guardrails

  • Establish portfolio flow with the Portfolio Kanban

  • Support operational excellence with APMO and CoPs

  • Coordinate Value Streams

  • Measure the Lean portfolio management performance 

  • Build a plan for LPM implementation

Topics Covered

  • ntroducing Lean Portfolio Management (LPM)

  • Establishing Strategy and Investment Funding

  • Applying Agile Portfolio Operations

  • Applying Lean Governance

  • Implementing the LPM function

What you get

  • Attendee workbook 

  • Course certificate of completion

  • Preparation and eligibility to take the SAFe® LPM certification exam (Upon GA)

  • One-year membership to the SAFe Community Platform (Upon GA)

  • One certification exam attempt (Upon GA)

Prerequisites for SAFe Lean Portfolio Management Training

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 PM/PO course

  • Experience working in a SAFe environment

Our SAFe Lean Portfolio Management Trainers


Dan Gibson

Dan has been working in scaled agile environments since 2008 and joined one of the UK's first SAFe rollouts in 2013. He is an SPC and actively involved with SAFe transformations in the UK. Dan is passionate about Enterprise Agility and can bring a wealth of industry experience, spanning 25 years, to a wide range of problems.


Phil Cutcliffe

As a trainer Phil has 15 years training and mentoring experience, and has delivered over 100 agile training sessions throughout the UK, US, Europe and South East Asia.
In addition to his training Phil remains a practicing Agile Coach and Release Train Engineer and brings the reality of real world scenarios into his coaching and training.

Get In Touch

If you'd like to find out more about any of our transformation packages, on-site consultancy, training or help with recruiting then please get in touch. You can contact us using the form below, email or phone.

0800 368 8781

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