Scaled Agile

SAFe® Lean Portfolio Management

Capture the opportunity how the current and future state of your portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the portfolio vision.

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Date and Time

On request

Type / Venue

Online + Onsite

DC Spaces – TechTalk’s Event Location Vienna

Regular Price


Price excl VAT.


Richard Brenner

Course Objectives

In this 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 also 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 prioritize 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.

What you will get

  • 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

Well prepared presentation, good examples and useful videos.

Former Participant

Course Details

01 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

02 Trainer

Richard Brenner

Richard gained experience as a software engineer, software architect, scrum master, product owner, project manager, team leader and head of a solution center for enterprise software development. In recent years, his focus has shifted to consulting and training in methods such as Scaled Agile Framework (SAFe®), Kanban and Agile Requirements Engineering.

03 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 PO/PM course
  • Experience working in a SAFe environment

04 Topics Covered

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

05 Target audience

CEO´s, Program or Project Managers, Release Train Engineers, Business Owners, Solution Managers, Agile Coaches, SAFe Program Consultants,  Portfolio Managers, CTO´s, Consultants, Directors, Product Managers, Program Managers, Enterprise Architects, RTE´s

06 Exam Details

Completion of this course gives you access to the exam and all related study materials as part of your Learning Plan in the SAFe Community Platform.

Milena Krnjic, Training Coordination

Any questions? I’m here to help!

We have 15 years experience in hosting, facilitating, designing trainings for agile practitioners and devs.

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