Zühlke – Empowering Ideas


SAFe Lean Portfolio Management (LPM)


Practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations and Lean Governance.

Subjects that will be discussed:

  • Describe Lean Portfolio Management (LPM)
  • Coordination of portfolio and corporate strategy
  • Definition of a portfolio vision

                                 Watch the 1-Minute Trailer:

Course duration

2 days

Course overview

In this course, you will have the opportunity to capture the current and the future state of your portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You will be able 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.

Topics Covered

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


  • 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 Agile PMO and CoPs
  • Coordinate Value Streams
  • Measure the LPM performance
  • Build a plan for LPM implementation

Target group

The course is open to anyone interested in the topic. The following target groups might benefit most from the course:

  • Executives (CIOs, CEOs, CFOs, CTOs und VPs)
  • Enterprise Architects
  • Product und Solution Manager
  • Head of Business Units
  • SPCs and Enterprise Agile Coaches
  • Head of Human Resources
  • RTEs
  • Epic Owners


All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more productive:

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


This course prepares you for the SAFe Lean Portfolio Manager Certification exam (examination fee is included in course price). For more information on the SAFe certification exam please visit the Scaled Agile Website.

Subscribe for public classes

23.03.2022 - 24.03.2022 Zürich - Kegon

This course will be conducted by our partner Kegon Switzerland and takes place at Zühlke in Schlieren.

2  Days
08:00 - 17:00

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You would like to attend this course from another place or at another time? We organise online courses on request, contact us to find out more.

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