Lean Portfolio Management

SAFe® Scrum Master

Summary

Aligning strategy with execution with Certified SAFe® Lean Portfolio Manager

In this three-day workshop style course, attendees gain the practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations and Lean Governance.

Participants in the course have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants also explore methods to establish portfolio flow with the Portfolio Kanban and prioritize initiatives 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.

Learning Goals

To perform the role of a Lean Portfolio Manager, attendees should be able to:

  • 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 Program Management Office (PMO) and Communities of Practice (CoPs)
  • Coordinate Value Streams
  • Measure LPM performance
  • Build a plan for LPM implementation

Topics Covered

  1. Introducing Lean Portfolio Management (LPM)
  2. Establishing Strategy and Investment Funding
  3. Applying Agile Portfolio Operations
  4. Applying Lean Governance
  5. Implementing the LPM function

What Attendees Get

The class registration includes:

  • Attendee workbook
  • Course certificate of completion
  • Preparation and eligibility to take the SAFe® LPM certification exam
  • One-year membership to the SAFe Community Platform
  • One certification exam attempt

Audience

Learners taking this course are:

  • CEO
  • Program or Project Manager
  • Release Train Engineer
  • Agile Coach
  • SAFe Program Consultant
  • Portfolio Manager
  • CTO
  • Consultant
  • Director
  • Program Manager

Prerequisites

All are welcome to attend the course, regardless of experience.

However, the following prerequisites are highly recommended:

  • Familiarity with Agile concepts and principles
  • Attended Leading SAFe or SAFe PM/PO course
  • Experience working in a SAFe environment

SAFe Certification Kit

Attendees who pass the certification exam will receive:

  • SAFe Scrum Master certificate
  • A SAFe 5 Scrum Master digital badge to promote your accomplishment online
  • A one-year certified membership as a SAFe Scrum Master, which includes access to the SSM Community of Practice
  • A SAFe Scrum Master certification usage guide with SSM certification marks
  • Access to a variety of learning resources to support certified professionals during their SAFe journey

Annual Renewal

  • Certificates expire one year from the date the certification is earned.
  • Renewal fee is $100

Exam Details

  • Exam name – SAFe® 4 Lean Portfolio Manager Exam – or – SAFe® 5 Lean Portfolio Manager Exam
  • Exam format – Multiple choice; Multiple select
  • Exam delivery – Web-based (single-browser), closed book, no outside assistance, timed
  • Exam access – Candidates can access the exam within the SAFe Community Platform upon completion of the Lean Portfolio Management course
  • Exam duration – Once the exam begins, candidates have 120 minutes (2.0 hours) to complete the exam
  • Number of questions – 60
  • Passing score – 42 out of 60 (70%)
  • Language – English
  • Exam cost – First exam attempt is included as part of the course registration fee if the exam is taken within 30 days of course completion. Each retake attempt costs $50.
  • Retake policy – Second attempt on exam (first retake) can be done immediately after first attempt. Third attempt requires a 10-day wait. Fourth attempt requires a 30-day wait.
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