Lean Portfolio Management Certification Training Syllabus

For an organization’s success, it is crucial to align strategy with execution. The Lean Portfolio Management approach lets you organize works around value and empower teams. Businesses can adapt their products to the customers’ needs and deliver them faster. The Lean Portfolio Management course will help the executives, stakeholders, and project management officers to adjust the budgets according to the changing market. By doing this course, you will learn about the tools that are required to work effectively with distributed teams in remote environments. You will know connecting portfolio strategy to agility planning.
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LPM Course Syllabus: 

You must complete a two-day training on Lean Portfolio Management to get this certification. Here you will get hands-on experience with the tools and techniques required for strategy implementation and investment funding, lean governance, and agile portfolio operations. You can do an extra workshop available for enterprise teams so they can start LPM in their company. 

You should get enrolled in a good training center for this course. The trainers are passionate Lean-Agile leaders with the certifications required to become an LPM course trainer. The trainers will ensure that the Lean Portfolio Management certification syllabus is completed during the short training program. The Lean Portfolio Management certification curriculum is given below:


Introducing Lean Portfolio Management and establishing portfolio strategy and vision

  • Discuss the purpose of SAFe Lean Portfolio Management
  • Discuss the Lean-Agile mindset and SAFe principles
  • Explain the problems of project-cost accounting
  • Define the SAFe portfolio structure
  • Explain the shift to Lean portfolio management
  • Connect the portfolio to the enterprise strategy
  • Develop the portfolio vision
  • Develop the portfolio roadmap
  • Discuss how to execute strategic portfolio review


Realizing portfolio vision through epics and establishing investment funding

  • Define portfolio epics
  • Discuss portfolio cost
  • Achieve portfolio vision with SAFe Lean startup cycle
  • Establish Lean budget guardrails
  • Establish value stream budgets


Managing portfolio flow and applying Agile portfolio operations

  • Establish flow with the Portfolio Kanban 
  • Sequence epics for implementation using WSJF
  • Describe value stream coordination
  • Support program execution and foster operational excellence


Applying Lean governance and becoming a SAFe Lean portfolio manager

  • Measure Lean portfolio performance
  • Discuss the portfolio sync
  • Explore coordinating continuous compliance
  • Relate technology business management to SAFe LPM
  • Explain Agile development software capitalization
  • Prepare for the LPM getting started workshop

You should visit the training institute’s website to learn about the training schedules so that you can enroll in a program that suits you. The trainers will use case studies, engaging classroom discussions, and practice tests to teach you all these topics covered in the Lean Portfolio Management training syllabus.

The Lean Portfolio Management course syllabus extensively covers all the topics that a professional in this field needs to know to handle projects. The lean portfolio management course curriculum ensures that the Lean Portfolio Management professional knows all the tools and techniques needed to control the budget, allocate funds, and other related things. To pass the exam, you should thoroughly understand everything covered in the Lean Portfolio Management training curriculum.

Course Overview

Lean Portfolio Management Certification course Overview

A multi-tiered business comprises multiple departments and different business units such as marketing, finance, engineering, etc. where it becomes difficult to align a shared business vision. Each portfolio has different schedules and agendas and all processes around us are fast-paced. Hence, we need a definite portfolio management system such as the Lean Portfolio Management that can align the business in the right direction and make it hassle-free for the departments of the organization to communicate efficiently. Lean Portfolio Management course teaches candidates about all the necessary solutions that are required for business problems and also educates the professional to make easier collaboration and communication among different organizations' businesses and departments. Lean Portfolio Management Certification offers candidates hands-on experience in handling Lean systems and learning all the concepts required to become a Lean professional. The course teaches individuals to establish Portfolio Vision, Guardrails, Implementing Lean Budgeting, coordinate value streams, and also implement Portfolio Kanban, along with all operations required to build a Lean portfolio management system. Lean Portfolio Management training is the right course for individuals who want to gain a Lean credential that sets them apart and makes them recognized IT professionals.

Key Features

Highly interactive and intensive training
Clear exam in one-attempt
3-Day course led by Scaled Agile instructors
1-year membership to the SAFe Community Platform
Receive SAFe® Lean Portfolio Manager digital badge
A variety of learning resources to all the certified professionals

Who All Can Attend This Lean Portfolio Management Certification course?

Any individual who is interested in pursuing LPM Certification can attend this 3 day SAFe® LPM certification program. Below are the few job roles that get benefited but not limited to:
Executives and Leaders (CIOs, CEOs, CFOs, CTOs and VPs)
Enterprise Architects
Program or Project Managers
Product Managers and Solution Managers
Business Unit Managers
Program Office Personnel
Release Train Engineers (RTEs)
SAFe Program Consultants (SPCs)
Agile Coaches
Human Resources
Epic Owners
Any candidate who is interested in working with SAFe environment
Executives and Leaders (CIOs, CEOs, CFOs, CTOs and VPs)
Enterprise Architects
Program or Project Managers
Product Managers and Solution Managers
Business Unit Managers
Program Office Personnel
Release Train Engineers (RTEs)
SAFe Program Consultants (SPCs)
Agile Coaches
Human Resources
Epic Owners
Any candidate who is interested in working with SAFe environment
Prerequisites To Take Lean Portfolio Management Certification Training

There are no prerequisites required to attend the course. However, the following prerequisites are highly recommended:

  • Familiarity with Agile concepts and principles
  • Attended Leading SAFe or SAFe PM/PO course
  • Experience working in a SAFe environment
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Why Lean Portfolio Management Certification Training ?

The age-old planning strategy methods, making investment targets and managing portfolios using concepts like a work breakdown structure, quarterly planning, and detailed GANT style project plans have become out-dated and no longer reliable methods. The Lean Portfolio Management offers an excellent solution for all these problems by aligning the business strategies to the organization's objectives and values without compromising on the innovation. So, organizations' demand for Lean certified professionals has become an exponential need in recent times, and hence, the Lean Portfolio management training makes professionals handle the organization's Lean requirements.

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Syllabus
Lean Portfolio Management Certification Training Syllabus
  • Understanding the role of Lean Portfolio Management in a Lean-Agile organization.
  • Exploring the benefits and challenges of implementing Lean Portfolio Management.
  • Overview of the Lean-Agile mindset and principles.
  • Aligning portfolio strategy with business goals and objectives.
  • Techniques for prioritizing and selecting strategic initiatives.
  • Approaches to portfolio funding and financial management.
  • Implementing Lean budgeting practices to support Agile delivery.
  • Techniques for allocating and managing funds within a portfolio.
  • Establishing governance and decision-making frameworks.
  • Optimizing the flow of work through the portfolio.
  • Techniques for visualizing and managing the flow of value.
  • Managing capacity and demand within the portfolio.
  • Applying Agile and Kanban practices to portfolio operations.
  • Techniques for managing work in progress (WIP) and bottlenecks.
  • Implementing portfolio-level Kanban boards and metrics.
  • Overview of Agile Program Management and its role in Lean Portfolio Management.
  • Techniques for identifying and managing value streams.
  • Coordinating and aligning Agile Release Trains (ARTs) and teams.
  • Strategies for ensuring compliance and risk management within the portfolio.
  • Techniques for measuring and monitoring portfolio performance.
  • Balancing autonomy and alignment within the organization.
  • Strategies for driving and leading Lean-Agile transformation at the portfolio level.
  • Overcoming resistance to change and fostering a culture of continuous improvement.
  • Managing stakeholders and communicating effectively.
  • Reviewing the key concepts and knowledge areas covered in the course.
  • Practice exams and quizzes to prepare for the Lean Portfolio Management certification exam.
Please note that the syllabus and course content may vary slightly among training providers. I recommend checking with specific training providers for the most accurate and up-to-date information on the Lean Portfolio Management certification course they offer.
Career Path
Lean Portfolio Manager
Agile Coach
Program Manager
CEO
Chief Technology Officer (CTO)
Consultant
Director
And many more
Certification Process
01
Register for the Lean Portfolio Management course with the training institute accredited with Scaled Agile.
02
Attend the 3 days training program
03
Get access to the exam and study materials upon completion of the course
04
Take the web-based 2 Hour online exam
05
Score a minimum of 42 out of 60 to pass the exam
06
You will receive a Certified SAFe® Lean Portfolio Manager PDF certificate
07
Enjoy one-year membership to the SAFe Community Platform
Achieve the next big milestone in your career
in just a few simple steps
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FAQs

Frequently Asked Questions

Yes, you need to do a two-day formal training from an accredited training center to get the Lean Portfolio Management certification.
The major topics covered in the Lean Portfolio Management syllabus include:
  • Introducing Lean Portfolio Management and establishing portfolio strategy and vision
  • Realizing portfolio vision through epics and establishing investment funding
  • Managing portfolio flow and applying Agile portfolio operations
  • Applying Lean governance and becoming a SAFe Lean portfolio manager
The training, both online and offline, are conducted using case studies, engaging discussions, and practice tests.
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