kaizania courses

SAFe® Lean Portfolio Management

Get your SAFe® Lean Portfolio Management Certification

The Lean Portfolio Management course helps executives, project management officers (PMOs) and other key stakeholders plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes. The LPM course provides the guidance and tools attendees need to work effectively in remote environments with distributed teams. You’ll learn how to connect portfolio strategy and initiatives to the agility planning and execution of work, how to integrate feedback from participatory budgeting, and how to adapt to change while maintaining your funding vision and roadmap.


Job role description/target audience

Attendees learn:

  • How to connect the portfolio to the enterprise
  • How to maintain portfolio vision and roadmap
  • How to establish Lean budgets and guardrails
  • How to create portfolio flow

Lean Portfolio Management answers the questions:

  • How do I connect strategy to execution?
  • How do I manage flow and solve perpetual overload?
  • How can I fund and govern dynamically?
  • How does Lean Portfolio Management fit into SAFe?

Key areas of competency

Connecting the Portfolio to Enterprise strategy

Establishing the Portfolio Vision

Implementing Lean Budgeting and Guardrails

Establishing flow with the Portfolio Kanban

Establishing Strategy and Investment funding

Applying Agile Portfolio Operations

Applying Lean Governance

Building a plan for implementing the Lean Portfolio Management function

Coordinating Value Streams

Measuring the Lean Portfolio Management function performance

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About the trainer

Brigitte Heath-Lunt

Having spent almost all her working career in IT, the arrival of Lean-Agile brought a fresh new way of working, one that Brigitte is passionate about – “It just makes so much sense”. She was at the forefront of the Lean-Agile transformation at a leading financial institution in South Africa, and continues to share her passion through consulting, training and coaching opportunities with Kaizania. She has travelled extensively on the African continent as a SAFe Program Consultant, and has formally trained in excess of 450 people across the continent. She is passionate about training, and her experience in the field allows her to connect the theory to the practice.

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