Lean Portfolio Management

Would you like to gain deep insight into modern portfolio management? In this training, you will learn how to apply Lean Agile Portfolio Management (LPM) to align enterprise strategy to execution.

Milan Drbohlav





Realized trainings

Course Description

SAFe® Lean Portfolio Management is a two-day interactive course that includes an optional one-day “Getting Started with LPM” workshop.

In this course, attendees will gain the practical tools and techniques necessary to implement the three dimensions of LPM: Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance. You will learn to establish a modern portfolio management system in line with Lean-agile principles. You will establish a deeper understanding of the SAFe® principles, roles, processes and techniques at the portfolio level. This will enable you to capture the current and future state of your portfolio using the Portfolio Canvas tool, and how to derive key business initiatives (portfolio epics) to achieve that portfolio vision. Through hands-on exercises you will learn how to achieve epic flow using the Portfolio Kanban System, and how to prioritize epics for maximum business value. You will also learn how to establish “value stream budgets” using “participatory budgeting”, how to implement useful “lean budget guardrails”, and how to measure portfolio performance.

SAFe® Lean Portfolio Manager is a certification course of the Scaled Agile, Inc. company and we provide it according to valid licence agreements. Please have a look on a course trailer provided by the Scaled Agile, Inc.

Learning Content

  • Aligning portfolio and business strategy
  • Definition of a portfolio vision
  • Establishment of lean budgeting and guidelines
  • Generating flow using a portfolio kanban
  • Support by Agile PMO and CoPs
  • Coordinating the Value Streams
  • Measuring the LPM performance
  • Planning the introduction of LPM

Target Group

The course is aimed at:

  • Executives and Leaders (CIOS, CEOs, CFOs, CTOs & VPs)
  • Portfolio Managers
  • Enterprise Architects 
  • Product Managers & Solution Managers
  • Business Owners
  • Program Office Personnel 
  • SPCs & Enterprise Agile Coaches 
  • Human Resources 
  • RTEs
  • Epic Owners 

Everyone is invited to attend the course, regardless of experience. However, the following prerequisites are highly recommended for those who aim to take the SAFe® 5 LPM certification exam:

  • Familiarity with Agile concepts and principles
  • Familiarity with value streams
  • Familiarity with portfolio management funding models
  • Attended Leading SAFe® or SAFe® POPM course
  • Experience working in a SAFe® environment

Online Course Organization

The course is facilitated by a SAFe® Practice Consultant (SPC) certified by Scaled Agile, Inc.

The course is interactive, combining official SAFe® training materials, practical exercises and sharing the practical experiences of the trainer with implementation of SAFe® principles in large companies operating in the Czech Republic.

A day before the course we organize later in the afternoon from 17:15 to 18:00 an optional introduction session for all the participants, where we explain the virtual environment we will use during the course and how to behave in it.


Optionally you can purchase together with the course a possibility to pass a certification exam. This possibility includes:

  • one cost free attempt to pass the SAFe® Lean Portfolio Manager certification exam within 30 calendar days from the course attendance
  • one year membership for SAFE® Studio (former SAFe® Community Platform) with a lot of education resources and community forum for people who are interested in implementation of agile principles in large companies
  • up to 20 PDU (PMI education requirements needed to prolongue PMP andPgMP certifications) and up to 20 SEU (Scrum Alliance C category education requirements for renewal of the CSP certification)

You can find all exam details here.
All information about the Membership Renewals can be found here.
All information on Professional Development Units (PDU’s) can be found here.

Questions and Answers

After passing the exam, the certificate is made available for download in the participant’s personal user profile in SAFE® Studio.

The respective email address of the course participant is required for registration for the online examination. This will be requested with the list of participants before the training. Activation or admission to the examination usually takes place on the last day of the training.

Certification takes place after the training and successful completion of the online examination in SAFE® Studio. The certification exam needs to be passed in 30 calendar days after course attendance.

Participation is optional. Certification exam including one year membership in SAFE® Studio can be purchased optionally with the course.

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