SAFe® Lean Portfolio Management

SAFe® Lean Portfolio Management

Aligning strategy with execution
with SAFe® 5 LPM Certification
based on version 5.0 of SAFe

Upcoming Classes
Date Location Venue Trainers Registration
25 Apr, 2024 EDT (Timezone) Online via Zoom Susan Gibson & Siraj Sirajuddin

Summary

Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one, unified team.

In this course, you 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.

You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You’ll be able 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.

What you’ll learn

  • Describe the importance of Lean Portfolio Management (LPM)
  • Connect the portfolio to enterprise strategy
  • Implement Lean budgeting and Guardrails
  • Establish portfolio flow with the Portfolio Kanban
  • Support operational excellence with APMO and CoPs
  • Coordinate Value Streams
  • Measure the Lean portfolio management 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

Who Will Benefit?

This course is designed for leaders and influencers who are responsible for the Lean Portfolio Management function. Examples include:

  • 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

Request Info/Quotation

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 4 Lean Portfolio Manager, which includes access to the LPM Community of Practice
  • A SAFe 4 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

Professional Development Units (PDUs)

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
6.0
Leadership
3.0
Strategic
6.0
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

1Instructional hours spent on each area of the PMI Talent Triangle
2Technical numbers for each certification cannot exceed the technical number listed here

Prepare for Success

temenos+agility
Brian Bellville
Agile Project Manager

Best certification class I've ever been to. The dynamic duo (Siraj and Susan) bring years of experience into a fun, energetic learning environment.

I learned so much, and the interaction between everyone was productive with knowledge. The class showed me all the things I thought I knew and then some.

temenos+agility
Mark Montalvo
Lead Program - Project Manager (Non-IT) | Planning & Integration

I enjoyed the workshop. The facilitators made it interesting and kept the participants engaged, challenged our thinking and ability to apply the SAFe principles.

temenos+agility
Moulik Bhindora
Senior Consultant, Capgemini

It was a great session. The trainer connected well with us, and the training was also more of an open discussion. All the participants presented a magnificent view of their experiences, and we got to learn new things from the forum.

temenos+agility
Mihir Hardas
Senior Manager, Capgemini

I attended SPC 4.5 course. It was a wonderful experience.

Siraj and Susan - both were communicative. Within a day, I could connect with them. Overall it was a vibrant experience. I liked the way Siraj correlated scenarios with his own work experience, his networking, and case studies.

My special mention of Siraj for the way he presents deconstructs and explains concepts is merely superb. Thank you for the book of poems. I have a flair for poetry so I will cherish it.

Thanks to Susan for being gentle for patiently answering our questions.

temenos+agility
Girija Ramakrishnan
Tata Consultancy Services

The workshop was a great learning experience, packed with fun and exciting activities.

Excellent experience. A great forum to share and learn many concepts and methodologies.

temenos+agility
Jane McQueen
Senior Director/Scrum Master, Silverchair Information Systems

Provided an excellent overview not only of the course but ideas for conducting learning activities as an SPC. I found the interactivity and sharing of the current state at the various organizations represented extremely helpful.

temenos+agility
Raina Nitsch
Kinsale Insurance

The workshop was very informative. It was nice collaborating with others to work through the process. The instructors were beneficial and knowledgeable about the subject.

The class itself is intense. It is a lot of information to consume on a given day. The exercises help break up the level and put the learning to use.

temenos+agility
Rajiv Bobby Mehta
CEO, Unitive Consulting

Superb workshop. High-quality facilitation. Excellently structured training with relevant and appropriate interaction and exercises.

Frequently Asked Questions

1. For the person who’s fresher to agile and would like to go for SAFe certification, which one would you suggest?

  • If you are looking at it only for yourself, then to start your journey, we would suggest Leading SAFe® (SAFe® Agilist)
  • For Team Level - SAFe® for Teams (SAFe® Practitioner)
  • For an Agile Coach - Implementing SAFe® (SAFe® Program Consultant)
  • For Release Train Engineer - SAFe® Release Train Engineer
  • For Product Owner and Program Managers - SAFe® Product Owner/Product Manager
  • For Scrum Masters - SAFe® Scrum Master and SAFe® Advanced Scrum Master
  • For System, Solution, and Enterprise architects - SAFe® for Architects
  • For Development Leads, Developers, UI/UX Developers - SAFe® DevOps
  • For developers and testers - SAFe® Agile Software Engineering
  • For more details, please send us your query at help@visiontemenos.com

2. Which are the courses Temenos+Agility offers?

We offer all the courses of SAFe + Our workshop for temenos Model (A way of transforming the organization)
We also do onsite corporate training based on client requirements.
Please visit our website for all different offerings - www.visiontemenos.com
Kindly mail us your requirement for corporate training at - help@visiontemenos.com

3. When can we start the registration process and when Early bird tickets will close?

As soon as the class is published on Scaled Agile and our website you can go ahead with the registration process.
There are limited Early bird tickets as soon as they get sold out, the regular price will be applicable.

4. After registration If I couldn’t attend the class, can I send my friend or colleague to the class?

Yes, you can transfer the ticket to a future date for the same event or to another qualified person. For detailed information please visit our website for Cancellation and Refund policy - https://www.visiontemenos.com/legal/cancellation-refund-policy

5. After the registration process due to any circumstances if I am unable to attend the class, will you refund my money and when?

Refund can only be initiated prior to 4 weeks of event start date. Under normal situations, the refund shall be processed within 15 working days. At the time of cancellation, 500 USD will be charged as website processing fee.
For more details please visit our website for Cancellation/Refund policy - https://www.visiontemenos.com/legal/cancellation-refund-policy

6. Once I finish the registration process, when can I expect the study materials?

As soon as the registration is complete, students will get an electronic mail with pre-reading materials links.
Physical workbook will be given to students on the first day of the course.

7. Is the study material provided for the course sessions are enough to clear the exam?

For the exam point of view, the workbook which will be provided during workshop and the Big Picture where the icons are clickable, you’ll get the detailed Knowledge on SAFe®.
We suggest you to read scaled agile framework and SAFe books that provides excellent learning material. Here are two: SAFe® 4.5 Distilled: Applying the Scaled Agile Framework for Lean Software and Systems, by Richard Knaster and Dean Leffingwell, and SAFe® 4.5 Reference Guide: Scaled Agile Framework® for Lean Software and Systems Engineering, by Dean Leffingwell with Richard Knaster, Drew Jemilo, and Inbar Oren.

8. Can we attend SAFe courses online?

No, only the classroom training with the SAFe course materials is the path towards any SAFe certification.
These classes are composed of all interactive learning sessions along with a lot of classroom exercises, which includes simulation on various activities.
Many research papers will also be discussed on SAFe. Overall it’s a fun loving and learning environment for the participants.

9. Are there any possibilities to get study materials without registration?

We can give you the references and names of the books to refer and links for blogs and pre-reading material.

10. If I fail in the exam, do I need to pay for the second attempt?

    If you don’t pass your exam on the first attempt, one can take it again by purchasing a retake.
    You have to pay $50 retake fee and immediately retake the exam for the following courses:
  • Leading SAFe with SAFe Agilist (SA) Certification
  • SAFe for Teams with SAFe Practitioner (SP) Certification
  • SAFe Scrum Master (SSM) Training with SSM Certification
  • SAFe Advanced Scrum Master (SASM) with SASM Certification
  • SAFe Product Owner/Product Manager (POPM) with POPM Certification
  • SAFe Release Train Engineer (RTE) with RTE Certification
  • SAFe DevOps with DevOps Practitioner Certification
  • The retake fee for Implementing SAFe with SPC4 Certification is $250.

11. Can I take the exam from anywhere or it needs to be answered last day of the course or where I am planning to attend the class?

As its an online exam, you can take it from any location with a fast, reliable internet connection within 30 days time frame.

12. If I am unable to answer the exam within 30 days window due to some circumstances, does it have any extensions?

If the exam is taken within 30 days of course completion, the first attempt fee is included as part of the registration fee.
If you are unable to take your exam within the 30-day window, you may still access the exam and can extend your exam deadline while logged in to your Scaled Agile Community profile (*T&C apply). For more details please contact SAI.

13. Why should one opt for getting SAFe® certification from Temenos+Agility, when others are offering a lower price?

14. What documentation is necessary to demonstrate that I satisfy the prerequisites for the SPC or any other SAFe certification?

  • There are no documentation requirements.
  • Please email us your current agile experience and certifications, so that we can guide you on this accordingly.

15. If I don’t have any experience, is there any possibility to attend the SPC (Implementing SAFe®) class?

One must have 5+ years of experience in software development, testing, business analysis, product or project management, have 3+ years of experience in Agile, have one or more relevant Agile certifications (e.g., CSM, CSPO, CSP, CSC, CST, Scrum.org, DSDM, ICAgile, PMI-ACP)