SAFe®Lean Portfolio Management (LPM)

Official SAFe® 6.0 course with SAFe®6 Lean Portfolio Management (LPM) certification. Delivered by Estratecno, Scaled Agile GOLD Transformation Partner, Inc.


Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one, unified team.

In this course, you will 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.

You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state.

You’ll be able to establish portfolio flow with the Portfolio Kanban and prioritize initiatives 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.

Includes the certification exam for the  SAFe® Lean Portfolio (LPM) certification.

Who should attend?

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)
  • Enterprise architects
  • Product managers and solution managers
  • Business unit managers
  • Program office personnel
  • SPCs and enterprise Agile coaches
  • Human resources
  • RTEs
  • Epic Owners
What you will learn?
  • Describe the importance of LPM
  • Connect the portfolio to enterprise strategy
  • Implement Lean budgeting and guardrails
  • Establish portfolio flow with the Portfolio Kanban
  • Support operational excellence with APMO and CoPs
  • Coordinate Value Streams
  • Measure the LPM performance
  • Build a plan for LPM implementation
What you will get?

Class registration includes:

  • Attendee workbook
  • Certification of completion
  • Preparation and eligibility to take the exam
  • One-year membership to the SAFe Community Platform
  • One certification exam attempt
How the training is delivered?
  • Live virtual classroom.
  • Expert trainers and facilitators in online training.
  • Breakout rooms for teamwork.
  • Virtual Campus with LMS (Learning Management System) platform for the study material, tests, forums, and complementary materials.
  • Collaborative tools for exercises, practices and simulations. Each of them is carefully selected and adapted to the course using:
    • Miro
    • SAFe Collaborate
    • Easyretro
    • Trello…

The infrastructure and software are provided by Estratecno. Having a stable and high-speed internet connection and a computer with a microphone and a camera is enough. During the course, you will practice and learn to optimize work in distributed environments.


SAFe® official agenda

Lesson 1: Introducing Lean Portfolio Management

  • Define the SAFe portfolio
  • Organize the portfolio around value
  • Explain the need for Lean Portfolio Management
  • Apply the Lean-Agile mindset to portfolio management
  • Describe key Lean Budgeting practices

Lesson 2: Establishing Strategy and Investment Funding

  • Connect the portfolio to the Enterprise strategy
  • Maintain the Portfolio Vision
  • Establish Lean Budgets and Guardrails for the portfolio’s Value Streams
  • Establish flow with the Portfolio Kanban

Lesson 3: Applying Agile Portfolio Operations

  • Coordinate Value Streams
  • Support program execution and operational excellence
  • Foster Agile contracts

Lesson 4: Applying Lean Governance

  • Adjust Value Stream budgets dynamically
  • Sequence Epic implementation with WSJF
  • Forecast portfolio Epics
  • Measure Lean portfolio performance
  • Apply technology business management to IT finance
  • Coordinate continuous compliance
  • Explain Agile development software capitalization

Lesson 5: Implementing the LPM Function

  • Identify missing LPM constructs from the current state
  • Build your LPM implementation roadmap
  • ROAM the LPM risks
  • Identify key stakeholders of the LPM function

Lesson 6: Becoming a SAFe Lean Portfolio Manager


All are welcome to attend the course without prior knowledge. However, the following recommendations will make the training more productive:

  • Familiarity with Agile concepts and principles
  • Attended a Leading SAFe® or SAFe® PO/PM course
  • Experience working in a SAFe environment
Certification and Exam
  • Format: Web-based, timed exam with multiple choices (only one is correct) or multiple select (2 or 3 choices are correct)
  • Access: Through the SAFe Community Platform after the attendee has completed the SAFe® LPM course
  • Duration: 90 minutes
  • Number of questions: 45
  • Passing score: 32 out of 45 which is the 71%
  • Language: English only
  • Second attempt cost: 50 USD
  • EN
  • ES