LEAN PORTFOLIO MANAGEMENT

COURSE DESCRIPTION

Aligning strategy with execution is critical to any organization’s success and a key aspect of Scaled Agile Framework. With a Lean Portfolio Management (LPM) approach, you can collaborate across silos, empower teams, and organize around value to adapt to what customers want, faster.

The Lean Portfolio Management course helps executives, project management officers (PMOs) and other key stakeholders plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes. The LPM course provides the guidance and tools attendees need to work effectively in remote environments with distributed teams. You’ll learn how to connect portfolio strategy and initiatives to the agility planning and execution of work, how to integrate feedback from participatory budgeting, and how to adapt to change while maintaining your funding vision and roadmap.

COURSE OBJECTIVES

• How to connect the portfolio to the enterprise
• How to maintain portfolio vision and roadmap
• How to establish Lean budgets and guardrails
• How to create portfolio flow

LEAN PORTFOLIO MANAGEMENT ANSWERS THE QUESTIONS:

• How do I connect strategy to execution?
• How do I manage flow and solve perpetual overload?
• How can I fund and govern dynamically?
• How does Lean Portfolio Management fit into SAFe?

COURSE OUTLINE

• Introducing Lean Portfolio Management (12-14%)
  • The Purpose of SAFe Lean Portfolio Management
  • The Lean-Agile mindset and SAFe principles
  • Problems of project-cost accounting
  • Benefits of organizing around value
  • SAFe portfolio structure
  • The Shift to Lean Portfolio Management
• Establishing Portfolio Strategy and Vision (14-16%)
  • Connect the Portfolio to the Enterprise Strategy
  • Portfolio Vision
  • Portfolio Roadmap
•  Realizing Portfolio Vision Through Epics (12-14%)
  • Portfolio Epics
  • Epic Costs
  • Innovation through the SAFe Lean Startup Cycle
•  Establishing Investment Funding (16-18%)
  • Lean Budget Guardrails
  • Strategic Portfolio Review and Portfolio Sync
  • Participatory Budgeting
  • Value Stream budgets
• Managing Portfolio Flow (16-18%)
  • Flow with the Portfolio Kanban
  • Epic implementation with WSJF
• Applying Agile Portfolio Operations (12-14%)
  • Value Stream Coordination
  • ART Execution and Operational Excellence
• Applying Lean Governance (8-10%)
• • Measure Lean Portfolio Performance
  • Continuous Compliance

Please contact us for the full course outline, schedules and for booking a private class.

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