Lean Portfolio Management
Role Description / Target Audience
A Certified SAFe® Lean Portfolio Manager (LPM) understands how Strategy and Investment funding is established, how to apply Agile Portfolio operations and Lean governance, and how to build a plan for implementing the Lean Portfolio Management function.
Key Areas of Competency
• Connecting the Portfolio to Enterprise strategy
• Establishing the Portfolio Vision
• Implementing Lean Budgeting and Guardrails
• Establishing flow with the Portfolio Kanban
• Establishing Strategy and Investment funding
• Applying Agile Portfolio Operations
• Applying Lean Governance
• Building a plan for implementing the Lean Portfolio Management function
• Coordinating Value Streams
• Measuring the Lean Portfolio Management function performance
Course Information
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
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
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
Exam Details
Exam prerequisite skills
• Basic to intermediate understanding of SAFe
• Basic understanding of strategy
• Basic understanding of funding models
• Understanding how to organize value streams
Exam Requirements
The first step toward becoming an Certified SAFe® Lean Portfolio Manager is to attend the Lean Portfolio Management course. This is a requirement, because attending the course provides access to all the study materials and the exam. Note that attending the course does not guarantee passing the exam.
• 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.
• Exam Study Materials – The exam is designed to measure knowledge and skill related to the job role. We highly recommend candidates use a variety of resources to prepare for this exam including:
• Course materials – The course materials are an essential artifact from the course and can be downloaded from the SAFe Community Platform. These materials can be used to refer back to the content that was presented during the class.
• Study guide – This comprehensive guide details the job role and all resources related to the exam, including a detailed reading list. Access is available through the Learning Plan in the SAFe Community Platform upon course completion.
• Practice Test – The practice test is designed to be predictive of success on the certification exam,* and it has the same number of questions, level of difficulty, and time duration. It is part of the Learning Plan in the SAFe Community Platform and can be taken an unlimited number of times at no cost. *This is not the actual exam, and passing it does not guarantee success on the certification exam.
• Sample Questions – A web-enabled, flashcard style version of the sample questions can be found online and in the study guide.
Certification Benefits
Becoming a Certified SAFe® Lean Portfolio Manager requires an exceptional range of skills. Certification includes:
• Certified SAFe® Lean Portfolio Manager PDF certificate
• Certified SAFe® Lean Portfolio Manager digital badge to promote the accomplishment online
• One-year membership to the SAFe Community Platform, which includes access to the LPM Community of Practice
• Access to Meetup groups and events that provide connections to other certified SAFe professionals
• A variety of learning resources to support certified professionals during their SAFe journey