Lean Portfolio Management for SAFe Workshop Course

(1 customer review)



This is workshop for Portfolio Managers and members of a PMO interested in understanding the Portfolio View of the Scaled Agile course more fully. Attendees of this two-day practical workshop will gain the knowledge necessary to implement Lean-Agile portfolio management, governance and budgeting that shifts the process and mindset from annual planning and budgeting cycles to a leaner more effective Lean Portfolio Management (LPM) approach. A certified SAFe Program Consultant will lead you through how to use and implement the Portfolio Kanban system to visualize and accelerate the flow of epic-level value through analysis and into implementation — and to drive an early and effective collaboration with the development teams. Attendees will leave with an understanding of how scaled agile principles and practices can support portfolio management, governance, and budgeting — and accelerate value flow.

Additional information


Lean-Agile, PPM


Business Executives and Leaders, PMO Directors and Members, Project Managers, Program Managers, Portfolio Managers, Project Team Members, Business Architects, Enterprise Architects, Agile Team Members, Scrum Masters

Credits Offered


Delivery Method



14 Hours (2-Days x 9am-5pm (ET))


Advanced, Foundational, Intermediate



Vendor / Product Line

IAG, Scaled Agile

Course Outline

Day 1
Portfolio Management Overview and Legacy Problem Statement
Lean-Agile Principles in Enterprise Agile
Lean-Agile Portfolio Management Layers and Details
Day 2
Agile Budgeting, Planning, and Forecasting at Portfolio Level
Agile Portfolio Governance Model
Agile PMO: Need and Constitution
Lean PPM Roadmap: Concepts and Implementation Strategy

Learning Objectives

  • Apply a Lean-Agile mindset and principles to portfolio decisioning
  • Articulate a portfolio strategy
  • Employ Kanban to drive portfolio value
  • Integrate Lean-Agile budgeting techniques
  • Govern portfolio flow
  • Plan PPM activities and events for implementing LPM

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.

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