Lean Portfolio Management (LPM) Certification Preparation

• Understanding of Agile concepts and principles
• Familiarity working in an environment where agile is scaling

Audience

• Business professionals
• Operational managers

Lean Portfolio Management (LPM) is an approach that organizations use to apply Lean and Agile principles at the portfolio level to achieve better alignment, governance, and delivery of value.

This instructor-led, live training (online or onsite) is aimed at intermediate-level business professionals who wish to gain a deeper understanding of Lean Portfolio Management (LPM) and pass the certification exam.

By the end of this training, participants will be able to:

• Develop a deep understanding of Lean-Agile principles.
• Maintain and communicate the Portfolio vision, and create a clear future state as a vision.
• Construct a comprehensive portfolio roadmap for achieving strategic objectives.
• Define, decompose, and manage portfolio Epics effectively.
• Take the Lean Portfolio Management (LPM) Certification Exam with confidence.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Lean Portfolio Management

• Applying the Lean-Agile mindset and Scaled Agile approaches to portfolio management
• The benefits of organising your portfolio
• Identifying the development value streams within a portfolio

Portfolio Strategy and Vision

• Connecting the portfolio to the Enterprise with Strategic Themes
• Describing Strategic Themes with objectives and key results (OKRs)
• Maintaining the portfolio vision
• Defining the value streams and portfolio domain
• Understanding the portfolio’s investment mix by horizon
• Identifying opportunities for the portfolio’s future state with SWOT
• Expressing the future state as a vision
• Developing the portfolio roadmap
• Forecasting portfolio epics for road mapping
• Identifying market rhythms and milestones
• Identifying valuable release windows using market rhythms
• Identifying valuable release windows using market milestones
• Establishing a portfolio strategy and vision

Realising Portfolio Vision through Epics

• Defining portfolio epics
• Achieving the future state of the portfolio with epics
• Decomposing portfolio epics into program or solution epics
• Adapting the Lean business case template to your needs
• Estimating epic costs
• Implementing epics and achieving the vision using the Lean startup cycle

Establishing Investment Funding

• Establishing Lean Budget Guardrails
• Guiding investments by horizons
• Applying capacity allocation to optimise value and solution integrity
• Establishing portfolio epic thresholds
• Using participatory budgeting
• Establishing the total portfolio budget
• Establishing value stream budgets with participatory budgeting

Managing Portfolio Flow

• Establishing flow with the Portfolio Kanban
• Sequencing epics for implementation using WSJF
• Sequencing epics for optimal economics
• Calculating WSJF to sequence epics
• Managing portfolio flow

Applying Agile Portfolio Operations

• Coordinating value streams to create portfolio-level opportunities
• Deploying and releasing portfolio work
• Supporting program execution and operational excellence
• Improving LPM competency

Applying Lean Governance

• Measuring LPM performance
• Establishing LPM metrics
• Coordinating continuous compliance
• Improving quality with a Lean approach
• Understanding Technology Business Management (TBM)
• Measuring Lean portfolio performance

Taking the Examination

• Registration procedures
• Tips and tricks for passing the exam

Summary and Next Steps