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What is this course all about
Course Overview
Lean Portfolio Management (LPM) 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.
In this two-day course, you’ll:
- Learn to capture the current and future state of their portfolio
with the Portfolio Canvas tool. - Identify important business initiatives for achieving the portfolio vision.
- Participants also learn how to establish portfolio flow with the Portfolio Kanban and prioritize epics for maximum economic benefit.
- Gain insights on how to establish Value Stream Budgets and Lean Budget Guardrails, and how to measure the Lean portfolio performance.
An additional 1-day workshop (separate to this course) is available to help enterprise teams get started with LPM in their organization.
Choose from one of the dates below or connect with us for a custom date:
Join us for an Engaging and Practical experience!
What outcomes can you expect from this course
Learning Goals
What you’ll learn
- 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
Topics covered
- Introducing Lean Portfolio Management (LPM)
- Establishing Strategy and Investment Funding
- Applying Agile Portfolio Operations
- Applying Lean Governance
- Implementing the LPM function
What are the steps to become a SAFe Agilist
SAFe Agilist Journey
WHY YOU SHOULD become A SAFE® AGILIST?
Nurturing Lean-Agile Mindsets
Nurturing Lean-Agile Mindsets
A Certified SAFe® Lean Portfolio Manager (LPM) understands how Strategy and Investment funding is established, how to apply Agile Portfolio operations and Lean governance, and how to build a plan for implementing the Lean Portfolio Management function.
Key areas of competency
- Connecting the Portfolio to Enterprise strategy
- Establishing the Portfolio Vision
- Implementing Lean Budgeting and Guardrails
- Establishing flow with the Portfolio Kanban
- Establishing Strategy and Investment funding
- Applying Agile Portfolio Operations
- Applying Lean Governance
- Building a plan for implementing the Lean Portfolio Management function
- Coordinating Value Streams
- Measuring the Lean Portfolio Management function performance
Who will benefit from attending this course
Suggested Participants
Prerequisites
All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more significantly more productive.
- Familiarity with Agile concepts and principles
- Attended Leading SAFe or SAFe PO/PM course
- Experience working in a SAFe environment
Who will benefit?
This course is designed for leaders and influencers who are responsible for the
Lean Portfolio Management function. Examples include:
- Executives and leaders
(CIOs, CEOs, CFOs, CTOs, and VPs) - Portfolio managers
- Enterprise architects
- Product managers and solution managers
- Business owners
- Program office personnel
- SPCs and enterprise Agile coaches
- Human resources
- Epic owners
- RTEs
What will attendees get as part of this course
Attendees Basket
What you get?
Class registration includes:
- Attendee workbook
- Course certificate of completion
- Preparation and eligibility to take the SAFe® LPM certification exam
- One-year membership to the SAFe Community Platform
- One certification exam attempt
Attendees must attend both days of the course in order to be eligible for the exam.
What does the certification include?
Becoming a Certified SAFe® Lean Portfolio Manager requires an exceptional range of skills. Certification includes:
- Certified SAFe® Lean Portfolio Manager PDF certificate
- Certified SAFe® Lean Portfolio Manager digital badge to promote the accomplishment online
- One-year membership to the SAFe Community Platform, which includes access to the LPM Community of Practice
- Access to Meetup groups and events that provide connections to other certified SAFe professionals
- A variety of learning resources to support certified professionals during their SAFe journey
What are the details for the related exam
Exam Details
Exam prerequisite skills
- Familiarity with Agile concepts and principles
- Familiarity with value streams
- Familiarity with portfolio management funding models
- Attended a Leading SAFe or SAFe Agile Product Management course
- Experience working in a SAFe environment
Exam requirements
The first step toward becoming an Certified SAFe® Lean Portfolio Manager is to attend the Lean Portfolio Management course. This is a requirement, because attending the course provides access to all the study materials and the exam. Note that attending the course does not guarantee passing the exam.
Exam details
- Exam name – SAFe® 4 Lean Portfolio Manager Exam – or – SAFe® 5 Lean Portfolio Manager Exam (5.0) – or – SAFe® 5 Lean Portfolio Manager Exam (5.0.1 and 5.1)
- 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® 4 Lean Portfolio Manager Exam – Once the exam begins, candidates have 120 minutes (2.0 hours) to complete the exam
- SAFe® 5 Lean Portfolio Manager Exam (5.0) – Once the exam begins, candidates have 120 minutes (2.0 hours) to complete the exam
- SAFe® 5 Lean Portfolio Manager Exam (5.0.1 and 5.1) – Once the exam begins, candidates have 90 minutes (1.5 hours) to complete the exam
- Number of questions:
- SAFe® 4 Lean Portfolio Manager Exam – 60 questions
- SAFe® 5 Lean Portfolio Manager Exam (5.0) – 60 questions
- SAFe® 5 Lean Portfolio Manager Exam (5.0.1 and 5.1) – 45 questions
- Passing score
- SAFe® 4 Lean Portfolio Manager Exam – 42 out of 60 (70%)
- SAFe® 5 Lean Portfolio Manager Exam (5.0) – 42 out of 60 (70%)
- SAFe® 5 Lean Portfolio Manager Exam (5.0.1 and 5.1) – 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.
Exam study materials
The exam is designed to measure knowledge and skill related to the job role. We highly recommend candidates use a variety of resources to prepare for this exam including:
- Course materials – The course materials are an essential artifact from the course and can be downloaded from the SAFe Community Platform. These materials can be used to refer back to the content that was presented during the class.
- Study guide – This comprehensive guide details the job role and all resources related to the exam, including a detailed reading list. Access is available through the Learning Plan in the SAFe Community Platform upon course completion.
- Practice test – The practice test is designed to be predictive of success on the certification exam,* and it has the same number of questions, level of difficulty, and time duration. It is part of the Learning Plan in the SAFe Community Platform and can be taken an unlimited number of times at no cost. *This is not the actual exam, and passing it does not guarantee success on the certification exam.
- Sample Questions – A web-enabled, flashcard style version of the sample questions can be found online and in the study guide.
Professional Development Units & Scrum Education Units
PDU's and SEU's
Professional Development Units (PDUs) and Scrum Education Units (SEUs)
Attendees may be eligible to apply for 15 PDUs toward their continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications.
Attendees may be eligible to apply for SEUs under Category C, toward earning or renewing their CSP through Scrum Alliance.
Annual Renewal
Membership renewals are one year from the date certification is earned.
• Renewal fee: $100
