EVENING Optimized Outcomes: Explore the World of Lean Portfolio Management

Logistics

Session Duration: 4 Sessions over one week (3.5 hrs each day, includes multiple stretches and break)

These dates and times don't work great with your schedule? No worries, due to high demand we have multiple classes each month. Click here to check out other dates for this class in the coming weeks and months.

Learning Outcomes

THE WHAT AND WHY OF LEAN PORTFOLIO MANAGEMENT: Define Lean Portfolio Management for Business Agility, Why the Shift to LPM is Necessary for Business Agility, Principles of LPM for Business Agility

ALIGN EXECUTION TO STRATEGY: LPM Supports Adaptive Strategy, Understanding Strategy for Complex Adaptive Organizations

FUNDING AND BUDGETING: Shorter Funding Cycles Enable Faster Adaptation, Being Responsible Stewards of Funds and Other Resources

GOVERNING AND MEASURING LPM: Governing the Portfolio, Managing Risks, Conflict and Variances, LPM Metrics and Measurement

ORGANIZATION DESIGN FOR LPM: Relationship Between Org Design and Portfolio Management, Project to Product based Structures, Where LPM Links into Other Organizational Practices

PORTFOLIO TYPES: Portfolio Kanban for Transparency and Communication, Types of Portfolios in Business Agility, Portfolio Anti-Patterns

ENABLING CROSS-TEAM VISIBILITY: Collaboration Events, Creating Visibility for the Portfolio, Portfolio Roadmap

CAPACITY AND DEMAND: Managing Portfolio Intake, Limit WIP and Plan to the Available Capacity

CONTINUOUS PLANNING & DELIVERING: Prioritization of Work, The Fundamentals of Portfolio Planning, Continuously Learn and Adapt

Description of ICP-LPM Course

The ICAgile Lean Portfolio Management (LPM) class is a comprehensive training module designed to give participants a profound understanding of the pivotal role that Lean Portfolio Management plays in an Agile enterprise environment. At the heart of this course is an exploration of the “What” and “Why” of Lean Portfolio Management for Business Agility. Participants will be introduced to the very definition of LPM, understanding the crucial need for the shift to LPM to achieve genuine Business Agility, and the guiding principles that underpin it.

As the course progresses, attendees will delve into the art of aligning execution with strategy. Central to this is how LPM actively champions an adaptive strategy. Furthermore, participants will grasp the nuances of strategy formulation tailored for complex adaptive organizations, ensuring that strategies devised are both resilient and flexible.

A key facet of the LPM class is its emphasis on funding and budgeting. The course elucidates the benefits of shorter funding cycles, advocating for rapid adaptation in today’s volatile business landscape. Additionally, participants are taught the significance of being responsible stewards of both financial funds and other essential organizational resources.

Governance remains at the core of LPM, and this training module does not shy away from its importance. Attendees will gain insight into effective portfolio governance, adeptly managing associated risks, conflicts, and variances. The course also underscores the criticality of LPM metrics and measurements, ensuring that portfolio management remains a data-driven endeavor.

As participants navigate through the course, they’ll be introduced to the intricate relationship between organization design and portfolio management. This segment enlightens attendees about the paradigm shift from traditional project-based structures to product-centric ones. Furthermore, the course delineates where LPM integrates seamlessly with other organizational practices, ensuring holistic business agility.

The course also explores various portfolio types, with a particular focus on the Portfolio Kanban, celebrated for its transparency and communication prowess. Attendees will understand the diverse types of portfolios crucial for business agility and be made aware of portfolio anti-patterns to avoid.

A standout feature of the LPM class is its emphasis on enabling cross-team visibility. Here, the power of collaboration events is unleashed, fostering visibility across the portfolio and elucidating the roadmap of portfolio management. As the course reaches its advanced stages, attendees grapple with concepts of capacity and demand. They’re taught the art of adeptly managing portfolio intake, the significance of limiting work in progress (WIP), and planning in sync with available capacity.

The course concludes with a deep dive into continuous planning and delivering. Participants will understand the essence of work prioritization, immerse themselves in the fundamentals of portfolio planning, and recognize the importance of a learning mindset, continuously adapting to the ever-evolving business ecosystem. With its rich content and holistic approach, the ICAgile LPM class is a must for those aiming to master the intricacies of Lean Portfolio Management in the Agile world.

ICAgile Certification

This course is accredited by the International Consortium for Agile (ICAgile) as fulfilling all Learning Objectives for the Lean Portfolio Management course. In order to earn an ICAgile certification for this course, participation is required in the entirety of the course. Participants must also have the ability to demonstrate competency to their trainers that they have acquired the necessary knowledge to earn the certification. After successful completion of this course, participants will receive an email from ICAgile with the link to claim certification for the ICAgile Certified Lean Portfolio Management (ICP-LPM) and be considered an Agile Certified Portfolio Manager.

Professional Development Unit & Scrum Education Unit

Successful completion of this class enables you to be eligible for the following:

• 14 Scrum Education Units toward Certified Scrum Professional (CSP)

• 14 PDUs toward the PMI continuing education

Our Training Style at Kintsugi

At Kintsugi Training Institute we believe in an immersive learning experience. Our courses are led by our expert facilitators that together have multiple decades worth of knowledge to be shared. Those that participate in our courses will be active participants who engage with our trainers. All of our courses include printable workbooks and are built with multiple activities and use interactive tools such as Mural.

We utilize the existing knowledge of our participants, combined with the knowledge and expertise of our trainers to create a more immersive and impactful learning experience. This brain-based, adult learning style allows for transformational learning to take place that can immediately be applied and have a lasting impact.

Kintsugi Trainers

Our industry-leading expert facilitators have accumulated multiple decades of knowledge just waiting to be shared! Their extensive experience range from advising organizations, co-creating transformation strategies, and roadmaps, as well as coaching/training senior leaders and teams in Lean/Agile ways of working.

Kintsugi facilitators help participants open up new neural pathways to achieve their true potentials by using brain-based and adult learning techniques during the training sessions. They often facilitate using Training From the Back of the Room techniques and visual facilitation to create an immersive learning experience.

To learn more about our trainers visit the Kintsugi Training Institute trainer page.

Kintsugi Trainer Credentials

ICAgile Credentials

• ICAgile Authorized Instructors
• ICAgile Coaching Agile Transitions (ICP-CAT)
• ICAgile Coaching Agile Transitions (ICP-ENT)
• ICAgile Agile Coaching (ICP-ACC)
• ICAgile Agile Team Facilitation (ICP-ATF)
• ICAgile Agility in Marketing (ICP-MKG)
• ICAgile Lean Portfolio Management (ICP-LPM)
• ICAgile Systems Coaching (ICP-SYS)
• ICagile Leading with Agility (ICP-LEA)

Facilitation Credentials

• Training from the Back of the Room Certified Trainer (TBR)
• AgilityHealth Radar Facilitator (AHF)
• Bikablo Graphic Facilitator
• Alchemy Trained Facilitator

Coaching Credentials

• Co-Active Trained Coach
• ORSC Trained Coach
• Professional Certified Coach (ICF-PCC)
• Certified Enterprise Coach (CEC)
• Certified Team Coach (CTC)
• Brain-Based Certified Coach (BBCC)
• Results Trained Coach (RTC)

Other Credentials

• Project Management Professional (PMP)
• Kotter – Leading Change Trained
• Certified Scrum Professional (CSP)
• SAFe® 5 Program Consultant (SPC)
• and many more!

Training Techniques & Tools

• Brain-based adult learning
• Liberating structures
• Training from the back of the room techniques
• Mural
• Slack
• Thought-provoking workbook

This course is great for people who are...

The ICP-LPM course is suitable for members of leadership teams, senior management, change champions, Agile coaches, and Scrum Masters. Others who would find value in this course include Team coaches, program coaches, enterprise coaches, project managers, program managers, business analysts, organizational development change agents. It is also relevant to people aspiring to be in any of these roles, and also those who are passionate about Lean Portfolio Management, who want to enhance their skills, and anyone who is managing an organization moving toward agility.