SAFe® Lean Portfolio Management

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.

The Lean Portfolio Management (LPM) course provides a three-day, intensive workshop for senior leaders and other key stakeholders to learn how to align strategy with execution to create a culture of innovation, flexibility, and speed. You’ll gain the practical tools and techniques necessary to implement the LPM functions of strategy and investment funding, Agile portfolio operations, and Lean governance. And when everyone involved in developing solutions is aligned with the strategy and the future of the business, all people within the portfolio can effectively execute as one, unified team to create extraordinary business outcomes.

What are the main contents of the course?

  • 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 Agile PMO and CoPs

  • Coordinate Value Streams

  • Measure the LPM performance

  • Build a plan for LPM implementation


Topics Covered

  • Introducing Lean Portfolio Management (LPM)

  • Establishing Strategy and Investment Funding

  • Applying Agile Portfolio Operations

  • Applying Lean Governance

  • Implementing the LPM function 


How can you prepare? 

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



We design this course interactively in a pleasant and open learning environment. Trust and participation are particularly important to us. In exercises, the learned is experienced interactively; terms, rules and procedures are thereby consolidated. The participants are instructed to develop contents independently and to answer arising questions more and more by themselves.

You will receive valuable input and tips for your work as well as for the effective introduction and implementation in practice from our trainers with practical experience.



3 days

SAFe Certification Kit
Attendees who pass the certification exam will receive:

  • SAFe Lean Portfolio Manager certificate

  • SAFe 4 Lean Portfolio Manager digital badge to promote your accomplishment online

  • A one-year certified membership as a SAFe 4 Lean Portfolio Manager, which includes access to the LPM Community of Practice

  • A SAFe 4 Lean Portfolio Manager certification usage guide with LPM certification marks

  • Access to a variety of learning resources to support certified professionals during their SAFe journey.


Annual Renewal

  • Membership renewals are one year from the date certification is earned

  • Renewal Fee: $295


Exam details

  • Exam name: SAFe Lean Portfolio Manager Exam

  • Exam format: Multiple choice; Multiple select

  • Exam delivery: Web-based (single-browser), closed book, no outside assistance, timed

  • Exam access: Candidates can access the exam within the SAFe Community Platform upon completion of the Lean Portfolio Management course

  • Exam cost: First exam attempt is included as part of the course registration fee if the exam is taken within 30 days of course completion. Each retake attempt costs $50.

  • Exam Duration: Once the exam begins, candidates have 120 minutes (2 hours) to complete the exam

  • Number of Questions: 60

  • Passing Score: 42 out of 60 (70%)

  • Language: English

  • Retake policy: Second attempt on exam (first retake) can be done immediately after first attempt. Third attempt requires a 10-day wait. Fourth attempt requires a 30-day wait.

improuv is Gold Partner of Scaled Agile Inc.

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)
  • Enterprise Architects
  • Product Managers and Solution Managers
  • Business Unit Managers
  • Program Office personnel
  • SPCs and Enterprise Agile Coaches
  • Human Resources
  • RTEs
  • Epic Owner

Attendees may be eligible to apply for up to 24 PDUs toward their continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications.  


Datum Ort Trainer Sprache Preis
18.11.2019 - 20.11.2019 München Stuart Fish, Taghi Paksima English 2550 € netto
10.02.2020 - 12.02.2020 München Stuart Fish, Taghi Paksima English 2450 € netto, Early bird
22.06.2020 - 24.06.2020 München Stuart Fish, Taghi Paksima English 2450 € netto, Early bird
13.10.2020 - 15.10.2020 München Stuart Fish, Taghi Paksima English 2450 € netto, Early bird