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SAFe 6.0 Lean Portfolio Management

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SAFe 6.0 Lean Portfolio Management with SAFe Lean Portfolio Manager (LPM) certification

SAFe 6.0 Lean Portfolio Management with SAFe Lean Portfolio Manager (LPM) certification

Aligning Strategy with Execution using the Scaled Agile Framework The SAFe Lean Portfolio Management (LPM) course assists leaders in implementing Lean Portfolio Management by providing practical tools and techniques. The course covers Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance. Participants will learn how to use the Portfolio Canvas to capture their portfolio's current and future state. They will also learn to manage portfolio flow using the Portfolio Kanban and prioritise initiatives for maximum economic benefit. The course encourages ... read more

Aligning Strategy with Execution using the Scaled Agile Framework

The SAFe Lean Portfolio Management (LPM) course assists leaders in implementing Lean Portfolio Management by providing practical tools and techniques. The course covers Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance. Participants will learn how to use the Portfolio Canvas to capture their portfolio's current and future state. They will also learn to manage portfolio flow using the Portfolio Kanban and prioritise initiatives for maximum economic benefit. The course encourages innovation, flexibility, and efficiency to help all teams in the portfolio collaborate effectively.

This course is designed for leaders responsible for the Lean Portfolio Management function. It offers the opportunity to connect portfolios to enterprise strategy, implement Lean budgeting with guardrails, and establish value stream coordination. Upon successful completion, participants will earn the SAFe Lean Portfolio Manager (LPM) certification, positioning them as key enablers of Lean transformation within their organisations.

We offer public training online to make it accessible to our clients in Australia and Internationally. Learn about our approach to remote SAFe training here.

In-person classes can be arranged for corporations and government departments upon request. Contact us to arrange a quote.

Register Dates Time Location Trainers Cost(AUD) Sale Ends
Register 26 Nov to 28 Nov 2024 9:00 AM to
6:00 PM AEDT
Live Online Em Campbell-Pretty $2,995.00
$2,695.00 + GST
28 Oct
Register 25 Feb to 27 Feb 2025 9:00 AM to
6:00 PM AEDT
Live Online Em Campbell-Pretty $2,995.00
$2,695.00 + GST
25 Jan

The SAFe Lean Portfolio Management course is essential to any organisation's journey towards achieving true agility. It helps align strategy and execution, optimise the flow of value, ensure proper governance, and drive sustainable growth. Participants will learn skills to manage portfolios at scale, coordinate value streams, and implement Lean budgeting techniques. This course is essential for driving operational excellence in Agile enterprises.

Lean Portfolio Management (LPM) directly solves three critical concerns we frequently hear from executives:

  1. Strategy is disconnected from execution. One of the most prominent challenges organisations face is ensuring that their high-level strategies translate into meaningful action. LPM bridges this gap by aligning the work teams do with strategic goals. By providing a structured way to connect portfolio-level strategy with Agile team execution, LPM ensures that every initiative links to broader business goals, fostering coherence and accountability.

  2. People in the organisation are suffering from perpetual overload. In many organisations, teams are overloaded with too many initiatives, leading to burnout and inefficiency. LPM helps organisations prioritise the right work through tools like the Portfolio Kanban, which ensures that only high-value initiatives are pursued. This reduces unnecessary multitasking and workload, creating a healthier, more sustainable work environment where teams can focus on delivering value rather than juggling competing demands.

  3. Lack of visible data needed to make sound investment decisions. Making informed decisions requires real-time visibility into portfolio performance. LPM introduces metrics and governance practices that provide executives with the data to allocate capacity effectively. With clear insights into which initiatives generate the most value, leaders can make more intelligent, more strategic investment decisions that drive growth and innovation.

By addressing these concerns, Lean Portfolio Management creates an environment where business strategy and execution are in harmony, workload is optimised, and decision-making is data-driven—empowering organisations to achieve greater success in a rapidly changing business landscape.

  • Pretty Agile has earned its reputation by delivering consistent, high-quality training that equips participants with the skills to impact their organisations immediately.
  • Pretty Agile SAFe LPM classes are always delivered by a SAFe Fellow. Our SAFe Fellows are the team behind the best-selling SAFe book The ART of Avoiding a Train Wreck.
  • Every Pretty Agile LPM class registration includes the option to participate in the Getting Started with LPM workshop on day 3.
  • In a Pretty Agile SAFe class, we go beyond the standard slides by sharing our wide and varied implementation experience. Our team prides itself on delivering courses filled with practical takeaways.
  • We are one of the world's most experienced Scaled Agile Partners, having trained over 14,000 people in SAFe since 2014.
  • With a consistent run rate above 97%, pretty Agile is the world's most reliable public SAFe training provider, ensuring a seamless and dependable learning experience.
  • Should you wish to continue your SAFe journey after the class, the team at Pretty Agile has the skills and expertise to support your organisation as a SAFe implementation partner.

This course is designed for leaders and influencers who are responsible for the Lean Portfolio Management function. Examples include:

If you are not sure if this class is right for you, check out our guide to choosing a SAFe Certification.

There are no mandatory prerequisites for the SAFe Lean Portfolio Management course.  However, this class does assume participants have an understanding of the Scaled Agile Framework; therefore, the following  prerequisites are highly recommended:

  • Familiarity with Agile concepts and principles
  • Attended a Leading SAFe
  • Experience working in a SAFe environment

  • Course workbook (physical & digital)
  • SAFe Big Picture and Implementation Roadmap handouts
  • Access to the SAFe Lean Portfolio Manager exam.
  • One-year membership to SAFe Studio with your first class attendance
  • Course certificate of completion
  • E-learning courses to help you prepare for the class
  • Fun Pretty Agile swag, including a certified Lean Portfolio Manager laptop sticker
  • Postage of physical materials

Please note: Attendees must attend the first two days of the course in order to qualify for the SAFe Lean Portfolio Manager exam.

 

LPM V6

Yes, the exam fee for your first attempt is included in the course registration fee. 

The instructor provides access to the exam at the end of the class.

You will have 30 days to take the exam online via SAFe Studio at a time and place of your choosing. You do not need to schedule the exam in advance.

The SAFe Lean Portfolio Manager study guide is on the Scaled Agile website here.

For exam preparation tips and tricks, check our Advice on Taking SAFe Certification Exams (and retaining classroom learning).

This course covers a range of essential LPM topics, including:

  • Introducing Lean Portfolio Management 
  • Establishing Portfolio Strategy and Vision
  • Realising Portfolio Vision through Epics
  • Establishing Investment Funding
  • Managing Portfolio Flow
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Getting Started with LPM Workshop

  • Understand the need for Lean Portfolio Management, lean principles, and the shift from traditional project cost accounting to value-based organisation.
  • Develop a portfolio strategy using Strategic Themes and roadmaps for current and future states.
  • Define and manage portfolio Epics, including estimation and implementation using the SAFe Lean Startup Cycle.
  • Implement Lean Budget Guardrails and Value Stream budgets to align funding with strategy.
  • Optimise portfolio flow using Portfolio Kanban and prioritisation techniques like WSJF.
  • Coordinate Value Streams and improve Agile Release Train (ART) execution through LACE and VMO support.
  • Measure portfolio performance with key performance indicators KPIs)) and ensure continuous compliance while applying SAFe's governance strategies.
  • Develop a practical implementation roadmap and prepare for common challenges during LPM adoption.

The SAFe Lean Portfolio Management course is delivered over three days. The first two days focus on learning the core concepts of Lean Portfolio Management and applying them through an interactive simulation, allowing participants to practise the tools and techniques in a realistic environment. The third day is dedicated to the "Getting Started with LPM" workshop, where participants develop a plan to kick off Lean Portfolio Management in their organisations.

At Pretty Agile, we understand the importance of flexible training options. Our public courses are offered online, making them accessible to clients across Australia and internationally. Online training is delivered through highly interactive sessions using Zoom, Mural, and Slack. This ensures a seamless experience, allowing participants to engage in hands-on activities, ask questions, and collaborate with peers—just as they would in an in-person class.

Private in-house courses can be delivered online or in person.

Attendees may be eligible for PDUs and SEUs.

To claim PMI PDUs, please see the instructions on the Scaled Agile website here.

For SEUs, please confirm requirements with Scrum Alliance's SEU policy here.

The SAFe Lean Portfolio Management certification is highly regarded across industries and demonstrates your ability to manage and align large portfolios with Lean-Agile principles. As organisations increasingly adopt Agile practices, the demand for certified professionals who can oversee the implementation of Lean Portfolio Management is growing. This certification will enhance your career prospects, opening doors to roles such as Lean Portfolio Manager, Agile Transformation Lead, and Portfolio Strategist.

The SAFe Lean Portfolio Management (LPM) course is part of the broader Scaled Agile Framework (SAFe) and complements other SAFe certifications by focusing on aligning strategy with execution at the portfolio level. While courses like Leading SAFe and SAFe Product Owner/Product Manager (POPM) provide foundational knowledge for implementing Lean-Agile practices at the team and program levels, the LPM course extends that knowledge to the strategic management of a portfolio of initiatives.

For professionals who have completed courses such as SAFe Scrum Master (SSM) or SAFe Release Train Engineer (RTE), the LPM course provides the next logical step in understanding how portfolio-level decisions and budgeting impact the work managed by Agile Release Trains (ARTs) and value streams. This course offers deeper insights into Lean budgeting, governance, and portfolio flow, ensuring that all organisational layers are aligned to deliver maximum value.

In essence, SAFe's Lean Portfolio Management course ties together the strategic and execution layers of an organisation, building on the knowledge gained in other SAFe courses and enabling participants to manage large, complex portfolios using Lean-Agile principles. It provides the tools to balance investments, prioritise work, and optimise value delivery across distributed teams and programs—SAFe LPM vita certification for professionals looking to drive enterprise-wide Agile transformation.

Lean Portfolio Management (LPM) directly influences an organisation's ability to align its strategic goals with daily operations. The fundamental principles of LPM—such as transparency, flow of value, and continuous improvement—create a sustainable and adaptable environment that can respond to shifting market conditions. By implementing Lean budgeting and eliminating unnecessary work, organisations can focus on high-value activities, minimise waste, and optimise resources across the entire portfolio. This approach ensures that investments are directed toward initiatives that deliver the most significant business impact, fostering a culture of innovation and agility.

The Scaled Agile Framework allows organisations to move away from traditional, siloed portfolio management approaches, promoting cross-functional collaboration. LPM encourages active participation from leadership to ensure everyone is aligned with the same strategic objectives. This results in faster time-to-market, higher-quality outcomes, and increased customer satisfaction.

What Our Clients Say

Jodi Foster Head of Enterprise Transformation Office at Hollard Insurance Australia

I’m happy to share that I’ve obtained a new certification: Certified SAFe® 6 Lean Portfolio Manager from Scaled Agile, Inc.! Big thanks to the best trainer and coach Em Campbell-Pretty at Pretty Agile for imparting your wisdom.

Ashish Khurana Program Management Office Lead at Solar Victoria

Thanks Emma Sharrock and Em Campbell-Pretty for the LPM training; it was worth the time and effort! I'm looking forward to apply[ing] the concepts at my work place.

Lina Bergefall Project Manager at ASX

Em Campbell-Pretty thank you for a very interesting and well executed course.

Susan Meger Konsor Agile Coach / Release Train Engineer at University of Minnesota

Thank you to Em Campbell-Pretty for a fantastic class! I appreciated the deeper dive into budgeting at the portfolio level. It gave me more tools in my toolbox.

Robin Franko Lean Agile Coach at Expeditors

Thanks for a great class Pretty Agile. Appreciate you sharing your wisdom with us this week.

Nancy Peterson Director - IS Strategy at Expeditors

Nothing like waiting for my last working day of the year to finish a tough exam. BIG thank you to Em Campbell-Pretty and Adrienne Wilson for your excellent training!

Chris Morrison Digital Advisor at Australian Department of Health

Thanks Em Campbell-Pretty & Melissa Hay for facilitating a great course, an engaging 3 days, and a flawless online learning experience!

Darren Hung Portfolio & Governance Manager, ANZ

Very pleased to have passed my SAFe® 5 Lean Portfolio Management exam and receiving my LPM certification this weekend. It was great to learn how the Scaled Agile Framework supports and aligns Strategy with Execution and how to apply Lean and System Thinking approaches to strategy and investment funding. Special thanks to Em Campbell-Pretty & Adrienne Wilson from Pretty Agile for their guidance and real world examples in what was a very educational and fun learning experience. #agile #lean #businessagility #scaledagile #lpm #safe5

Andrew Hobday Digital Execution Excellence @ IAG

SAFe LPM was a great course for deepening understanding of portfolio level and how work makes it through to teams. If you're interested in the upstream view of work before agile squads start delivering on it, then I recommend it. I found it compliments the Leading SAFe course very nicely. And of course, it was great to have Em Campbell-Pretty and Adrienne Wilson as our guides over the three days. Their real-world experience helped bring the textbook to life.

Andrew Rix Agile Transformation Consultant | Agile Coach | Agile Trainer, Fujitsu Australia Limited

Thank you again Em Campbell-Pretty and Adrienne Wilson and the girls at Pretty Agile! Passed with flying colours and owe it all to your fantastic training facilitation! Love your work! :)

Jeff Smith Lean Agile and P&C Claims Solution Manager/SAFe Solution Train Engineer, USAA

A big "Thank you!" to Em Campbell-Pretty and Adrienne Wilson for the great coaching, instruction and accommodation - as always! Pretty Agile was able to support my learning goals through offering the virtual SAFe Lean Portfolio Management training (while they were in Australia) - an opportunity I was able to seize. I live in North America (Central time) and was able to alter my work schedule to take the course during the U.S. evening hours. Highly recommend Pretty Agile training. #tribalunity

Rachael Bacon Senior Manager, EPMO at Ambulance Victoria

Massive thanks to Em Campbell-Pretty & Adrienne Wilson! Thanks for doing an amazing job delivering the course in a virtual setting!

Thomas Heins Principal Consultant at ASG Group

Completed my SAFe LPM training. Fantastic course. Thanks Em Campbell-Pretty and Adrienne Wilson.