Lean Portfolio Management (LPM)

Aligning Strategy with Execution using the Scaled Agile Framework® (SAFe® )


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Lean Portfolio Management (LPM) badge

Lean Portfolio Management Scaled Agile Framework for Lean Enterprises Course Overview

Lean Portfolio Management is an interactive course which explores the practical tools and techniques necessary to implement strategy and investment funding, agile portfolio operations, and lean governance.

Participants have the opportunity to capture the current and future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the portfolio vision. Participants establish portfolio flow with the Portfolio Kanban and prioritise epics 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 Should Attend?

This course is designed members working with the Scaled Agile Framework. Or team members with a Lean Agile Mindset who would like to align the Strategy and Execution of the Portfolio within the framework. Other relevant roles include:

  • Directors
  • C-Suite Leadership group
  • Business Owners
  • Consultants
  • Agile Coaches
  • Portfolio or Program Managers
  • Product Managers
  • Solution Managers
  • Portfolio Managers
  • Enterprise Architects
  • Release Train Engineers (RTE)

This course focuses primarily on the Lean-Agile mindset and role of a Lean Portfolio Manager and will enable participants to:

  • Describe Lean Portfolio Management (LPM)
  • Connect the Portfolio to the Enterprise Strategy
  • Establish the Portfolio Vision
  • Implement Lean Budgeting and Guardrails
  • Establish flow with the Portfolio Kanban
  • Support Operational Excellence with an Agile Program Management Office (PMO) and Communities of Practice (CoP)
  • Coordinate Value Streams
  • Measure LPM Performance
  • Build a plan for LPM implementation

This course explores the following content:

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

As part of PM-Partners’ new integrated learning solution, this course offers students the option to attend our bespoke classroom in person or virtually by dialling in from a remote location. Trainers are skilled at both delivery methods and use the latest in virtual technology to simultaneously provide participants with the same interactive, multi-faceted and challenging learning experience. Whichever delivery mode learners choose, comprehension and recall techniques will be used to provide them with a solid understanding of SAFe.

For group bookings, courses can be customised to suit your requirements and conducted onsite at your premises, at our training centre, or virtually.

PM-Partners is a Scaled Agile Gold Partner.

Attending this course prepares you to take the Lean Portfolio Management (6.0) exam to become a Certified Lean Portfolio Manager. The exam is a multiple choice, closed-book, web-based examination (90 mins, 45 questions, 71% passing score) taken after course completion.

Attendees who pass the exam will receive:

  • Certified SAFe Lean Portfolio Manager PDF certificate
  • Certified SAFe Lean Portfolio Manager digital badge to promote your accomplishment online
  • One-year membership to the SAFe Community Platform, with access to the LPM Community of Practice
  • Access to Meetup groups and events that connect you with other SAFe certified professionals
  • A variety of learning resources to support you during your SAFe journey

Note: First exam attempt is included as part of the course registration fee if the exam is taken within 30 days of course completion.

Attendees must attend all days of the course to be eligible for the exam.


Participants who have been awarded the Project Management Professional (PMP)® credential by the Project Management Institute (PMI)® are eligible to earn 21 PDUs (8 Ways of Working, 8 Business Acumen and 5 Power Skills) for their participation in this course.

Participants holding any of the Project Management accreditations (CPPP/CPPM/CPPD) are eligible to earn 20 CPDs for this short course.

All are welcome to attend the course. However, the following prerequisites are highly recommended for those who intend to take the SAFe® Lean Portfolio Manager exam:

  • Familiarity with agile concepts and principles
  • Familiarity with value streams
  • Familiarity with portfolio management funding models
  • Attended a Leading SAFe course
  • Experience working in a SAFe environment

Sydney courses are held at 45 Clarence Street, Sydney.
Brisbane courses are held at 215 Adelaide Street, Brisbane.


Yes. Simply select ‘invoice’ from the payment options during the checkout process and one of our consultants will be in contact to organise payment.


Yes. The exam for this course is to be undertaken online within 6 months of completing the 2 day training course. Upon passing the exam you will be certified. PM-Partners will provide you with the details and log-ins during the course.


Yes. The exam fee is included in the course cost.

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Course Information

Duration: 3 days

Exam: 90-minute web-based exam

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  • 03 July, 2024 - 05 July, 2024
    Lean Portfolio Management
    Virtual (Integrated classroom)
    • $2,395.00 excl. GST
    excl. GST
  • 03 July, 2024 - 05 July, 2024
    Lean Portfolio Management
    • $2,395.00 excl. GST
    excl. GST
  • 03 July, 2024 - 05 July, 2024
    Lean Portfolio Management
    • $2,395.00 excl. GST
    excl. GST
  • 04 November, 2024 - 06 November, 2024
    Lean Portfolio Management
    Virtual (Integrated classroom)
    • $2,395.00 excl. GST
    excl. GST
  • 04 November, 2024 - 06 November, 2024
    Lean Portfolio Management
    • $2,395.00 excl. GST
    excl. GST
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