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.


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.

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?
  • 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
What you will get?

Class registration includes:

  • Course workbook and SAFe Studio access to help you prepare to take the certification exam, claim your digital badge, and tools to get started in your SAFe role
  • Remote learning via SAFe® Virtual Classrooms
  • One-year membership to SAFe Studio with your first class attendance
    • Complete LPM Practice Guide to help plan and execute a successful LPM adoption
    • Platform access to e-learning modules and curated members-only content to support your SAFe transformation
    • Member discussion forms to engage in ongoing conversations on the SAFe framework or how to perform better as part of an Agile Team
    • Lean Portfolio Manager certification exam
    • Access to the optional Getting Started with LPM Workshop
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

  • Why LPM?
  • The Lean-Agile Mindset and SAFe Principles
  • The problem with project-based accounting
  • Benefits of organizing around value
  • SAFe portfolio structure
  • Shift to LPM

Lesson 2: Establishing Portfolio Strategy and Vision

  • Connecting the portfolio to the Enterprise strategy
  • Maintaining the Portfolio Vision
  • Developing the Portfolio Roadmap

Lesson 3: Realizing Portfolio Vision through Epics  

  • Defining portfolio Epics
  • Estimating Epic costs
  • The SAFe Lean Startup Cycle

Lesson 4: Establishing Investment Funding

  • Lean Budget Guardrails
  • LPM events overview
  • Strategic portfolio review and portfolio sync
  • Participatory Budgeting

Lesson 5: Managing Portfolio Flow

  • Describing the value of portfolio flow
  • Establishing flow with the Portfolio Kanban
  • Sequencing Epics for implementation using WSJF

Lesson 6: Applying Agile Portfolio Operations

  • Value Stream coordination
  • Supporting ART execution and operational excellence

Lesson 7: Applying Lean Governance

  • Measuring LPM performance
  • Coordinating compliance
  • Technology Business Management with SAFe
  • Agile software capitalization
  • The Getting Started with Lean Portfolio Management workshop
  • Additional LPM resources

Lesson 8: Practicing SAFe


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. Questions are structured in a multiple-choice, single-select format
  • Access: Through the SAFe Community Platform after the attendee has completed the SAFe® LPM course
  • Duration: 90 minutes
  • Number of questions: 45
  • Passing score: 77% pass rate
  • Language: English only
  • Second attempt cost: 50 USD
  • EN
  • ES