Washington University in St. Louis

AGI290: SAFe Lean Portfolio Management (16 hrs)

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Course summary:

In today's rapidly evolving business landscape, it's crucial to have a strategic approach to portfolio management. The Certified SAFe Lean Portfolio Manager (LPM) course covers how to establish strategy and investment funding, apply Agile portfolio operations and lean governance, and build a plan for implementing the Lean Portfolio Management function. This course is ideal for anyone looking to enhance their skills in portfolio management, including executives, product managers, and Agile coaches. Upon completion, attendees will receive the Certified SAFe® 5 Lean Portfolio Manager certification. Join us and learn how to successfully manage your organization's portfolio for long-term success.

Course outline:
  • 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
  • Connect the portfolio to the enterprise strategy
  • Maintain the portfolio vision
  • Establish Lean budgets and guardrails for value streams
  • Establish flow with the portfolio Kanban
  • Coordinate value streams
  • Support program execution and operational excellence
  • Foster Agile contracts
  • Adjust value stream budgets dynamically
  • Sequence Epic implementation with WSJF (Weighted Shortest Job First)
  • Forecast portfolio epics
  • Measure Lean portfolio performance
  • Apply technology business management to IT finance
  • Coordinate continuous compliance
  • Explain Agile development software capitalization
  • Identify missing LPM constructs from the current state
  • Build your LPM implementation roadmap
  • ROAM the LPM risks
  • Identify key stakeholders of the LPM function
Learning outcomes:
  • Describe Lean Portfolio Management (LPM)
  • Connect the portfolio to Enterprise strategy
  • Establish the Portfolio Vision
  • Implement Lean budgeting and Guardrails
  • Establish flow with the portfolio Kanban
  • Support operational excellence with an Agile PMO and CoPs
  • Coordinate Value Streams
  • Measure LPM performance
  • Build a plan for LPM implementation
Virtual Classroom
Day & Time:
Tuesday & Thursday
Sept 12, 2024 to Oct 10, 2024
5:00PM to 7:30PM
Enrollment Deadline:
September 5, 2024
Course Fee(s):

Enrollment Deadline is Thursday September 5, 2024, at 5:00 PM CST. Beyond this date, please call 314-935-4444 to register.


A full refund will be given when a registrant cancels more than five (5) business days prior to the start of the class. Cancellations received within 5 business days of the start of the class and no-shows will be billed in full. Another person may be substituted at any time at no additional charge.

A request to transfer a class to a future date can only occur if the request is more than 5 business days prior to the start of class.  Otherwise, the request will be considered a cancellation and the policy will apply.

Thank you for your interest! Currently, we don't have any additional sessions with availability. However, we're committed to offering ongoing learning opportunities and are working to add more sessions in the future. We appreciate your interest and look forward to the opportunity to support your professional growth soon.

Accrediting Associations:

Have questions?
Contact us if you would like to speak with a program director or visit our Frequently Asked Questions page.