Lean Portfolio Management (LPM)

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Lean Portfolio Management (LPM)

Summary

This is a three-day interactive course that provides a workshop-type of experience.

SAFe® Lean Portfolio Management is a two-day interactive course that includes an optional one-day “Getting Started with LPM” workshop.

In this course, attendees will 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 will 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 will be able to 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.

Learning Goals

  • 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 the LPM performance
  • Build a plan for LPM implementation
Topics Covered

  • Introducing Lean Portfolio Management (LPM)
  • Establishing Strategy and Investment Funding
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Implementing the LPM function
What Attendees 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
Who will benefit?
  • Executives and Leaders (CIOs, CEOs, CFOs, CTOs and VPs)
  • Enterprise Architects
  • Product Managers and Solution Managers
  • Business Unit Managers
  • Program Office Personnel
  • SPCs and Enterprise Agile Coaches
  • Human Resources
  • RTEs
  • Epic Owners
Prerequisites
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 or SAFe PO/PM course
• Experience working in a SAFe environment

SAFe Certification Kit
Attendees who pass the certification exam will receive:

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

  • Membership renewals are one year from the date certification is earned
Exam details
  • Exam name: SAFe 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 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.
  • Exam Duration: Once the exam begins, candidates have 120 minutes (2 hours) to complete the exam
  • Number of Questions: 60
  • Passing Score: 42 out of 60 (70%)
  • Language: English
  • 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.
Professional Development Units (PDUs) and Scrum Education Units (SEUs)
Attendees may be eligible to apply for up to 24 PDUs toward their continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, and PMI-ACP certifications.

Course Title

Lean Portfolio Management

PMI Assigned PDU Claim Code: 4446KOP5D4

Course Identifier

SAFe LPM

Talent Triangle PDU Allocation1

Duration

3 days

Technical2
10.0

Leadership
4.0

Strategic
10.0

PMI Certification

Project Management (PMP®)

3.0

Program Management (PgMP®)

8.0

Portfolio Management (PfMP®)

10.0

Business Analytics (PMI_PBA®)

4.0

4.0

10.0

Agile (PMI_ACP®)

6.0

Risk Management (PMI_RMP®)

8.0

Scheduling (PMI_SP®)

6.0

PMI_ACP®

6.0

2Instructional hours spent on each area of the PMI Talent Triangle
2Technical numbers for each certification cannot exceed the technical number listed here

SAFe

FAQ


A certified Lean Portfolio manager is one who plays a key role in the implementation of Lean governance and Agile portfolio management in an enterprise. A Lean Portfolio Manager is responsible for envisioning the Portfolio Vision, Lean Budgeting, Strategy, and Agile portfolio operations among other things.

There are no prerequisites to take the Lean Portfolio Management course but a few skills are recommended. Some of the recommended skills are-

  • Familiarity with Agile Principles
  • Experience Working in a SAFe environment.
  • Attended SAFe PO/PM or SAFe Course
Lean Portfolio Management is a proven technique for organizations in making their processes and systems optimally effective with enhanced productivity, happy employees, and interpersonal relationships. At an individual level, undergoing the course means adding value to become top LPM leaders in the industry.
The exam can be taken at any time after course completion. Taking the LPM certification examination within 30 days after completing the course costs free for the first attempt.
For the SAFe 4 and 5 Portfolio Manager examination, the time given is 120 minutes or 2 hours to complete the questions. For SAFe 5.0.1, the duration of the exam is 90 minutes. The exam is a multiple-choice format. It is a web-based exam. To access the exam, you need to access the SAFe community platform. The number of questions in SAFe 4 and 5 is 60 questions each, whereas, for SAFe 5.0.1, there are 45 questions.
If you take the exam within 30 days of attending the training course, the cost of the exam is included in the course fee. This is the first exam attempt. And, for every retake, after this, you need to pay about $50 per attempt.
First, enroll for the LPM course delivered by SPCs. Complete the course successfully and start the preparation of the LPM certification exam. Schedule the exam and appear for it. On Successfully clearing the exam with a minimum passing score, Scaled Agile will update your profile with the certificate valid for one year along with Scaled Agile membership.
The Lean Portfolio Management Certification is valid for 1 year which needs to be renewed after that.

The LPM certification needs to be renewed every year. The renewal cost is $295. Here are the instructions to be followed for LPM Certification renewal.

  • Use your Username to Login to SAFe Community Platform Account.
  • If you do not remember the password, click on “Forgot Password” to reset your password.
  • Click on “Renew Now” Button located close to the Certification. (At the top of the HomePage?
  • A Shopping Cart will pop on your window. Use it to renew your LPM Certification.