SAFe Lean Portfolio Management (Instructor-Led Online Only)

Earn your SAFe® 6 Lean Portfolio Manager (LPM) certification. This course prepares leaders to align strategy with execution, optimize investment decisions, and manage portfolio flow in a SAFe enterprise. It emphasizes Lean budgeting, governance, and portfolio prioritization to enable organizations to deliver value effectively across Agile Release Trains (ARTs).

Description

SAFe® 6 Lean Portfolio Management (LPM) is an advanced, role-based course designed to equip leaders and practitioners with the knowledge and practical skills required to align enterprise strategy with execution using the Scaled Agile Framework® (SAFe®) 6.0. The course focuses on the three core dimensions of Lean Portfolio Management: Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance.

Participants learn how to connect strategic themes to execution by organizing around value, implementing Lean budgeting practices, and managing the flow of Epics through the Portfolio Kanban system. The course emphasizes transparency, decentralized decision-making, and continuous alignment between business priorities and delivery teams across Agile Release Trains (ARTs).

The course provides a deep understanding of how to apply Lean principles at the portfolio level, ensuring that funding decisions are aligned with strategic priorities and value delivery. Participants explore how to establish guardrails, define value streams, and enable continuous planning to improve responsiveness to changing business conditions.

Organizations benefit from improved strategic alignment, increased visibility into portfolio performance, faster time-to-market, and more effective governance. By adopting Lean Portfolio Management practices, enterprises can achieve greater agility, improve decision-making, and deliver continuous value at scale.

1. Who will benefit?

This course is designed for leaders and professionals responsible for portfolio strategy, investment funding, governance, and enterprise transformation.

Key roles include:

  • Portfolio Managers responsible for strategy alignment and investment decisions
  • Executives accountable for enterprise strategy and business outcomes
  • Enterprise Architects guiding technical strategy and solution alignment
  • Program Managers coordinating delivery across Agile Release Trains (ARTs)
  • Business Owners ensuring value realization and stakeholder alignment

Professionals across business functions:

Human Resources: HR Leaders, Workforce Strategy Executives, Organizational Design Specialists

Marketing: Marketing Executives, Portfolio Strategy Managers, Customer Insights Leaders

Sales: Sales Leaders, Revenue Strategy Managers, Business Development Directors

Procurement: Procurement Leaders, Vendor Strategy Managers, Sourcing Directors

Operations: Operations Executives, Continuous Improvement Leaders, Operational Excellence Directors

R&D: Innovation Leaders, Scientists, Engineering Directors

Manufacturing: Manufacturing Executives, Production Strategy Leaders

Strategic Planning: Strategy Executives, Portfolio Strategy Leaders, Transformation Directors

Change Management: Change Leaders, Organizational Development Executives, Transformation Consultants

This course is ideal for individuals responsible for aligning strategy, funding, and execution while enabling enterprise agility and governance at scale.

2. What is the associated certification?

Certification: SAFe® 6 Lean Portfolio Manager (LPM)

Certification: SAFe® 6 Lean Portfolio Manager (LPM)

3. What are the exam details?

Exam Details (Please refer to SAFe Studio for the most current information):

  • Format: Multiple choice
  • Number of questions: ~45
  • Duration: ~90 minutes
  • Passing score: ~71–77%
  • Delivery: Online, closed-book
  • Retake policy: First retake included; additional retakes require a fee

4. What are the learning goals?

Upon completion of this course, participants will be able to:

  • Describe the principles and dimensions of Lean Portfolio Management
  • Align enterprise strategy with execution across Agile Release Trains (ARTs)
  • Implement Lean budgeting practices and funding guardrails
  • Manage portfolio flow using the Portfolio Kanban system
  • Establish effective Lean governance and decentralized decision-making
  • Collaborate with stakeholders to ensure alignment and value delivery
  • Measure portfolio performance and business outcomes
  • Drive continuous improvement at the portfolio level

You will learn:

  • How to implement Strategy and Investment Funding in SAFe
  • How to manage Agile Portfolio Operations effectively
  • How to apply Lean Governance practices across the enterprise
  • How to use Portfolio Kanban to manage Epics and flow
  • How to align strategic themes with execution
  • How to measure portfolio performance and outcomes
  • Methods for improving transparency, alignment, and value delivery
  • Techniques for enabling continuous planning and portfolio agility

5. What topics are covered?

  • Introducing SAFe and the Lean-Agile Mindset
  • Lean Portfolio Management fundamentals
  • Strategy and Investment Funding
  • Agile Portfolio Operations
  • Lean Governance
  • Portfolio Kanban and Epic management
  • Aligning strategy with execution
  • Measuring portfolio performance and outcomes
  • Managing flow and improving predictability
  • Driving continuous improvement and transformation

6. What will you receive?

  • Comprehensive course workbook and materials
  • One SAFe certification exam voucher
  • One-year access to SAFe Studio
  • Practice exams and study guides
  • Access to SAFe learning resources

7. Prerequisites

  • Familiarity with Agile and Lean concepts
  • Experience working in a SAFe or Agile environment is beneficial
  • Background in leadership, strategy, or portfolio management is helpful

8. Professional Development Units (PDUs) & Scrum Education Units

Claim Code: 4446PWRB26

PMI PDUs: 16 PDUs

  • Ways of Working: 6.00
  • Power Skills: 4.00
  • Business Acumen: 6.00

Scrum Education Units (SEUs): ~15–16

Certification

Technical

Leadership

Strategic

Total

PMP®

6.00

6.00

4.00

16.00

PgMP®

6.00

6.00

4.00

16.00

PMI-RMP®

0.00

6.00

4.00

10.00

PMI-SP®

0.00

6.00

4.00

10.00

PMI-ACP®

0.00

6.00

4.00

10.00

PfMP®

0.00

6.00

4.00

10.00

PMI-PBA®

0.00

6.00

4.00

10.00

Other credits may be applicable depending on governing body.

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