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Lean Portfolio Management – Hildebrand Solutions

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Aligning strategy with execution

With SAFe®5 Lean Portfolio Management Practitioner Certification

Summary

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.

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)
  • Enterprise architects
  • Product managers and solution managers
  • Business unit managers
  • Program office personnel
  • SPCs and enterprise Agile coaches
  • Human resources
  • RTEs
  • Epic Owners

Topics Covered

  • Introducing Lean Portfolio Management (LPM)
  • Establishing Strategy and Investment Funding
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Implementing the LPM function

What you’ll 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

Prerequisites

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

What You Get

Class registration includes:

  • Attendee workbook
  • Preparation and eligibility to take the exam
  • One-year membership to the SAFe Community Platform
  • Certification of completion
  • SAFe 5 Lean Portfolio Management Practitioner certification upon passing of exam

Attendees must attend both days of the course in order to qualify for the exam.

Annual Renewal

Certifications expire one year from the date of certification is earned.

Professional Development Units (PDUs) and Scrum Education Units (SEUs)

  • You may be eligible to apply for 24 PDUs toward your continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications
  • You may be eligible to apply for SEUs under Category C, toward earning or renewing your CSP through the Scrum Alliance
Claim Code 4446KOP5D4 Duration 3 days
PMI Certification Technical Leadership Strategic Total
PMP® 10.00 4.00 10.00 24.00
PgMP® 10.00 4.00 10.00 24.00
PMI_RMP® 8.00 4.00 10.00 22.00
PMI_SP® 6.00 4.00 10.00 20.00
PMI_ACP® 6.00 4.00 10.00 20.00
PfMP® 10.00 4.00 10.00 24.00
PMI_PBAsm 4.00 4.00 10.00 18.00

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