Agile Management
SAFe Lean Portfolio Management
This in-depth course develops directly applicable capability in SAFe Lean Portfolio Management. It connects Strategy and Portfolio Vision, Portfolio Kanban and Epics, and Lean Budgets and Participatory Budgeting to the decisions, controls, and activities participants need to perform in their workplace.
Overview
Practical learning for workplace transfer.
This in-depth course develops directly applicable capability in SAFe Lean Portfolio Management. It connects Strategy and Portfolio Vision, Portfolio Kanban and Epics, and Lean Budgets and Participatory Budgeting to the decisions, controls, and activities participants need to perform in their workplace. The five-module curriculum progresses toward LPM Simulation, using evidence, scenarios, and work products appropriate to the subject.
Objectives
- Analyze strategy and portfolio vision, including strategic themes, portfolio context, value streams, and guardrails.
- Configure or structure portfolio kanban and epics, including funnel, review, analysis, backlog, implementation, and done states.
- Evaluate lean budgets and participatory budgeting, including fund value streams instead of temporary projects.
- Manage portfolio operations and governance, including portfolio sync, strategic review, and inspect and adapt.
- Apply lpm simulation, including prioritize competing epics.
Target audience
- Professionals responsible for this subject area
- Managers, supervisors, and team leaders
- Analysts, specialists, engineers, or coordinators working with the relevant processes
- Project, implementation, assurance, or improvement team members
- Professionals preparing for broader responsibilities in this field
Program outline
A clear structure for the learning journey.
Program outline
Outline points are grouped in one designed block instead of being treated as separate module cards.
Module 1: Strategy and Portfolio Vision
Strategic themes, portfolio context, value streams, and guardrails
Connect outcomes to investment horizons
Balance innovation, maintenance, compliance, and technical enablement
Module 2: Portfolio Kanban and Epics
Funnel, review, analysis, backlog, implementation, and done states
Lean business case, MVP, leading indicators, and pivot decisions
Epic owner and stakeholder responsibilities
Module 3: Lean Budgets and Participatory Budgeting
Fund value streams instead of temporary projects
Capacity allocation and spending guardrails
Facilitate trade-offs with business and technology leaders
Module 4: Portfolio Operations and Governance
Portfolio sync, strategic review, and inspect and adapt
Measure outcomes, flow, predictability, and dependencies
Coordinate architecture and compliance without excessive gates
Module 5: LPM Simulation
Prioritize competing epics
Allocate capacity across value streams
Design portfolio events and evidence
Materials provided
- ○ Course-specific presentation slides
- ○ Guided exercises, scenarios, or configured-environment activities appropriate to the subject
- ○ Course-specific worksheets, checklists, or calculation templates
- ○ Applied workplace case materials
- ○ 4D Certificate of Completion issued by 4D Training & Consultancy
- ○ Post-course support for implementation questions
Training Options
Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.
Why choose 4D
4D Training & Consultancy adapts the program to the client’s operating environment. Delivery combines structured explanation with subject-specific analysis, exercises, and implementation decisions so participants can transfer the learning to real responsibilities without implying vendor authorization.
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