Course Description
Note: This course is only available for in-house training and NOT public training sessions.
Lean Portfolio Management is a two-day, interactive course that teaches the practical tools and techniques necessary to implement Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance. For private client sessions there is an additional one-day workshop available to help enterprise teams get started with LPM in their organization.
In this course, attendees 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 also have the opportunity to capture the current and future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the portfolio vision. Participants establish portfolio flow with the Portfolio Kanban and prioritize epics 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.
Roger Mart
Dr. Petros is an enthusiastic presenter and his positivity helps to maintain focus during the intense 5 day course. Participation of the class is encouraged and there is always enough time for questions.
In addition to the learning materials provided in the (…)
Key Features of SAFe Lean Portfolio Management (LPM)
Course Outline
- Lean Portfolio Management (LPM)
- Establishing Strategy and Investment Funding
- Applying Agile Portfolio Operations
- Applying Lean Governance
- Implementing the LPM function
- Day 3 Workshop (for private sessions only)
Audience/Prerequisites
- Executives and Leaders (CIOs, CEOs, CFOs, CTOs and VPs)
- Enterprise Architects
- Program and Project Managers
- Product Managers and Solution Managers
- Business Unit Managers
- Program Office Personnel
- SPCs and Enterprise Agile Coaches
- Release Train Engineers
- Agile Coaches
- Human Resources
- Epic Owners
All are welcome to attend the course, regardless of experience. However, the following prerequisites are highly recommended:
- Familiarity with Agile concepts and principles
- Attended Leading SAFe or SAFe PO/PM course
- Experience working in a SAFe environment
In this class you will learn how to
- 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 an Agile Program Management Office (PMO) and Communities of Practice (CoPs)
- Coordinate Value Streams
- Measure LPM performance
- Build a plan for LPM implementation
Credits/Exam
- Exam name: SAFe® 5 Lean Portfolio Manager Exam (5.0.1)
- 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 duration: SAFe® 5 Lean Portfolio Manager Exam (5.0.1) – Once the exam begins, candidates have 90 minutes (1.5 hours) to complete the exam
- Number of questions: SAFe® 5 Lean Portfolio Manager Exam (5.0.1) – 45 questions
- Passing score: SAFe® 5 Lean Portfolio Manager Exam (5.0.1) – 32 out of 45 (71%)
- Language – English
- 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.
- 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.
Instructors
- President of PMI Thailand Chapter (profile on PMI Thai website)
- He is a PMI licensed training instructor – profile on PMI global website.
- He is a Certified Program Management Professional (PgMP®) (Project Management Institute – www.pmi.org); Certificate # 2079271.
- He is a Certified Project Management Professional (PMP/CAPM®) (Project Management Institute – www.pmi.org); Certificate #1258917
- He is an Agile Certified Practitioner (PMI-ACP®) (Project Management Institute – www.pmi.org); Certificate #2600926
- He is a Certified Scrum Master (CSM®) (Scrum Alliance – www.scrumalliance.org); Certificant ID: 001062861
- He is a SAFe Program Consultant (SPC)® 5.0; Certificate ID: 50804412-3031
- He is a SAFe Agilist® 5.0 (www.scaledagile.com); Certificate ID: 23353981-8934
- He is Certified Risk Management Professional (RMP®) (Project Management Institute – www.pmi.org); Certificate #2033120
- He has experience managing and leading mega-projects (Information Technology, Airport-related, CCTV-related, Transport-related, and Power Infrastructure) in various industries.
- He is a commercial contract manager, reviewer, and advisor.
- He teaches part-time at King Mongkut University of Technology (Thonburi) – Graduate School of Management and Innovation (Master Degree in Project Management). He is an invited lecturer to Chulalongkorn University.
- He holds a Doctorate degree obtained from Assumption University of Thailand with an international record of publications in refereed journals with a special concentration on business management.
- He has trained more than 5000 program/project managers, project engineers, project coordinators, and project team members since 2010.
- He has helped certify more than 500 Project Management Professionals (PMP/CAPM/PMI-ACP) in Thailand.
- He is also a highly experienced speaker and trainer who is also passionate about Project Management.
- Passionate about the Agile methodologies and their applications in different business environments
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