Aligning strategy with execution using the Scaled Agile Framework

Live online SAFe certification course, instructor-led

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—become a SAFe® 5.1 Lean Portfolio Manager (LPM).

Who Will Benefit?

Attendees typically include:

• CEO
• Program or Project Manager
• Release Train Engineer
• Business Owner
• Solution Manager
• Agile Coach
• SAFe Program Consultant
• Portfolio Manager
• CTO
• Consultant
• Director
• Product Manager
• Program Manager
• Enterprise Architect
• RTE

Topics Covered

• 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

Prerequisites

• Familiarity with Agile concepts and principles
• Familiarity with value streams
• Familiarity with portfolio management funding models
• Attended a Leading SAFe or SAFe Agile Product Management course
• Experience working in a SAFe environment

What You’ll Learn

A Certified SAFe® Lean Portfolio Manager (LPM) understands how Strategy and Investment funding is established, how to apply Agile Portfolio operations and Lean governance, and how to build a plan for implementing the Lean Portfolio Management function.

Participants in the course will have the opportunity to capture the current and future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the portfolio vision. Participants will be able to establish portfolio flow with the Portfolio Kanban and prioritize epics 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 Get

Class registration includes:

• Attendee workbook
• Preparation and eligibility to take the exam
• One-year membership to the SAFe Community Platform
• Certificate of completion
• SAFe Lean Portfolio Management (LPM) certification upon passing exam

Attendees must attend all days of the course in order to qualify for the exam.

Annual Renewal

Certifications expire one year from the date of certification is earned. The renewal fee is $100/year.

Professional Development Units (PDUs) and Scrum Education Units (SEUs)

Attendees may be eligible to apply PDUs toward their continuing education requirements with the Project Management Institute (PMI) for PMP, PgMP, PMI-RMP, PMI_SP, PMI_ACP, PfMP, or PMI_PBA certifications.

About TecVeris

TecVeris helps companies accelerate execution and innovation through proven Lean Agile frameworks. Since 2011, TecVeris has provided Product Development, Portfolio Management, Architecture Advisory, Training, and Atlassian services based on Lean Agile principles. Our innovative value driven scoring model and collaborative approach enables organizations to deliver higher customer value and profitability.

About the Trainer

Brian Paniccia has led Agile transitions since 2009 and brings over 25 years of experience leading Software Development, IT Operations and Product Development teams nationally and internationally. At the 2019 SAFe Global Summit, Brian delivered a Lightening Talk on the topic of agile story writing.

Brian is a Certified Scrum Master, Product Owner and a Scaled Agile Framework Program Consultant (SAFe SPC5). Brian has trained and coached 300+ Agile teams/2000+ individuals since 2009—including volunteer work at Guatemala Tec Park incubator to launch Agile teams through a U.S. State Department program. He has been an advisor to startups, mid-market and Fortune 500 companies with complex Agile transformations at global scale. Brian is an avid marathon runner and sailor—pursuits that help him further his ideas on optimizing individual and organizational agility.