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Lean Portfolio Management

The LPM course provides the guidance and tools attendees need to work effectively in remote environments with distributed teams.

Align business strategy with execution using Lean Portfolio Management, optimizing organizational portfolios.

Acquire skills for adaptive planning in response to market changes, enhancing organizational flexibility.

Develop proficiency in effective remote collaboration and distributed team management with Lean Portfolio Management principles.


Duration : 8 hrs

Time: 9 am - 5 pm in all time zones

$ 500

Enterprise Training for Teams: Get a Quote




The Lean Portfolio Management (LPM) course caters to executives, Project Management Officers (PMOs), and key stakeholders, imparting strategies to align business strategy with execution and optimize organizational portfolios. This training empowers participants to plan dynamically and adjust initiatives and budgets in response to market changes. Moreover, the LPM course equips attendees with the necessary guidance and tools to work effectively in remote environments with distributed teams, fostering adaptability and flexibility within the organization.

About LPM

Lean Portfolio Management (LPM) stands as one of the seven core competencies crucial for attaining Business Agility. This comprehensive approach, integrating Lean-Agile Principles, focuses on providing an alignment and governance model for specific portfolios. It emphasizes Portfolio Strategy Alignment, Value Stream Management, and Lean Portfolio Leadership. LPM plays a pivotal role in driving Lean-Agile Transformation, ensuring optimal Lean Portfolio Performance and effective monitoring through Lean Portfolio Metrics.

  • Current problem with project cost account

  • Need of LPM

  • Lead-Agile mindset and SAFe principles

  • ​Benefits of organizing around value

  • SAFe portfolio structure

  • ​Establishing and Realizing Portfolio Strategy and Vision

  • Strategic Themes

  • ​Future state of a portfolio

  • Portfolio roadmap

  • Portfolio epics

  • ​Estimate epic costs

Establish Investment funding and manage Portfolio flow

Lean Budget Guardrails are essential for Lean Portfolio Management (LPM) and Agile Portfolio Management. Aligned with Lean-Agile Principles, they govern expenditure and provide guidelines for Lean Budgets in a portfolio. Crucial for fiscal responsibility and resource allocation, these guardrails embody Portfolio Strategy Alignment, Value Stream Management, and Lean Portfolio Leadership. They facilitate decision-making, enabling teams to align fund allocation with strategic objectives, contributing to effective Lean-Agile Transformation and ensuring optimal Lean Portfolio Performance with monitoring through Lean Portfolio Metrics.

  • Lean budget guardrails

  • Purpose of LPM events

  • Establish Value stream budgets

  • Value of Portfolio Flow

  • Steps in Portfolio Kanban

  • Sequence Epics with weighted shortest job first (WSJF)

Portfolio Operations and Governance

Value Stream Coordination, is integral for optimizing value delivery. This facet guides handling dependencies, leveraging opportunities through interconnected value streams. Fostering collaboration enhances agility, identifies bottlenecks, and ensures efficient resource use. Robust governance aligns initiatives, contributing to overall organizational success. It ensures optimal Lean Portfolio Performance with monitoring through Lean Portfolio Metrics

  • Value stream coordination

  • Role of LACE

  • Value of APMO

  • Measure and grow

  • Continuous compliance

  • Agile software development capitalization


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Our Team

Our company revolves around people. At the heart of our organization are individuals—those comprising Advance Agility and the clients we cater to.

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Our Proficiency  

We encompass a comprehensive range of expertise, providing 360 guidance in established frameworks to our clients. 

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Our Dedication  

Rather than viewing ourselves merely as a vendor or provider, we see ourselves as dedicated partners in success, actively paving the way for our clients' future achievements.

Take the Next Step in the Lean Portfolio Management Path

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