Lean-Agile Portfolio Management Course

Original price was: $1,095.00.Current price is: $995.00.



As businesses struggle to keep pace with change and technology, traditional portfolio management needs to adapt. Incorporating a more lean and agile approach to programs and portfolios is needed to get work to flow from ideas to working solutions faster – and to ensure we are focused on delivering and maximizing value across the portfolio. Lean and Agile have brought principles and practices that can make a significant top-down transformation to how organizations large and small deal with challenges to their portfolio management process. In this class you will learn to rethink how you approach portfolio planning, decisions and governance. We take a methodology neutral approach but provide valuable perspectives and thinking – as well as simple and practical methods from various lean and agile frameworks that will allow you to make meaningful improvements with your PPM team.

Additional information


Business Analysis, Lean-Agile, PPM


Portfolio Managers, PMO Directors, Program Managers, Project Managers, Business Architects, Business Managers, Business Analysts,

Credits Offered

7 PDUs/ CDUs

Delivery Method

In-class, Live Online


7 Hours (1-Day x 9am-5pm (Eastern Time))




Public or Private

Vendor / Product Line


Course Outline

  • The Agile Mindset and Portfolio Management
  • Bringing Lean Thinking to the Portfolio
  • Visioning and Ideation: Getting ideas that Build Business Value
  • Articulating the Idea at Inception
  • The Idea Funnel and Intake
  • Reviewing, Validating and Blending Initiatives
  • Ensuring Alignment with Portfolio Strategy
  • The Lean Agile Business Case
  • Continuous Lean Agile Prioritization Methods
  • Implementation: Dynamic Portfolio Management
  • Agile Portfolio Governance and Sustaining Agility

Learning Objectives

  • Understand Lean and Agile Portfolio Management principles and practices that can be applied to organizations of widely varied levels of maturity and agility.
  • Develop and use a Kanban System for managing initiatives from ideation though implementation.
  • Learn how to use relative prioritization methods like weighted-shortest-job-first and others to continuously optimize the portfolio.
  • Learn concepts and practices from the Scaled Agile Framework, the AgilePfM and new thinking from the PMI on Portfolio Management.

IAG Training Experience

Whether you are attending online or in person, in a public or a private in-house class, our courses are designed to provide an enjoyable, engaging and effective learning environment. Our instructors are all experienced practitioners and our courses all include demonstrations, examples, and exercises to make the content relevant and meaningful.

Participants receive a participant guide as well as access to our online class workspace for templates, handouts, samples and additional reference material.

Who Should Attend

This course is ideal for Portfolio Managers and Program Managers as well as PMO Directors and team members, Product Manager and others involved in making decisions about business and strategic initiatives.

Other courses of interest include:

  • SAFe Lean Portfolio Management (a similar class geared specifically to those using or considering the Scaled Agile Framework)
  • Portfolio Management Best Practices (a course built around the structure of the PMI Standard for Portfolio Management 4th ed. with practical insights and practices.)


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