SAFe® Lean Portfolio Management - Agenda

Day 1

Introducing Lean Portfolio Management

  • Define the SAFe Portfolio
  • Organise the portfolio around value
  • Explain the need for Lean Portfolio Management
  • Apply the Lean-Agile Mindset to portfolio management
  • Describe key Lean Budgeting practices

Establishing Strategy and Investment Funding

  • Connect the portfolio to the Enterprise Strategy
  • Maintain the Portfolio Vision
  • Establish Lean Budgets and Guardrails for the Portfolio's Value Streams
  • Establish flow with the Portfolio Kanban


Day 2

Applying Agile Portfolio Operations

  • Coordinate Value Streams
  • Support program execution and operational excellence
  • Foster Agile Contracts

Applying Lean Governance

  • Adjust Value Stream Budgets dynamically
  • Sequence Epics for implementation with WSJF
  • Forecast Portfolio EPICs
  • Measure Lean Portfolio Management performance
  • Apply Technology management to IT finance
  • Coordinate continuous compliance
  • Explain Agile development software capitalisation


Day 3

Implementing the LMP Function

  • Identify missing LPM constructs from the current state
  • Analyse the LPM Health Radar results
  • Build your LPM implementation Roadmap
  • ROAM the LPM risks
  • Identify key stakeholders of the LPM function
  • Becoming a SAFe Lean Portfolio Manager