Engaged Agility - United States

Lean Portfolio Management

Most organizations don’t struggle with strategy.

They struggle with what happens after the strategy is defined.

Work doesn’t align. Funding doesn’t flow. Priorities compete. And execution drifts away from intent.

This course is designed to solve that problem.

In this interactive experience, you’ll learn how to connect strategy to execution in a real, operational way—so your organization can focus, align, and deliver value consistently.

You’ll leave with practical tools and approaches to manage your portfolio as a system, not just a set of initiatives.

What You’ll Learn (and apply)

• How to connect strategy to execution
  Translate strategic intent into actionable initiatives that teams can actually deliver.
• How to fund value, not projects
  Apply Lean budgeting practices, guardrails, and value stream funding to improve speed and flexibility.
• How to create flow at the portfolio level
  Use Portfolio Kanban to visualize, prioritize, and manage work for maximum economic impact.
• How to measure what actually matters
  Establish meaningful ways to evaluate portfolio performance and guide better decisions.

What Makes This Course Different

Most portfolio conversations stay at a conceptual level.

This course focuses on how to operationalize portfolio management so it actually works.

We combine:

• Strategy and investment alignment
• Lean governance and funding practices
• Practical tools like Portfolio Canvas and Portfolio Kanban

The result is a portfolio approach that enables alignment, adaptability, and real execution—not just planning.

Topics We’ll Work Through

• Introducing Lean Portfolio Management
• Strategy and investment funding
• Agile portfolio operations
• Lean governance
• Establishing portfolio flow with Portfolio Kanban
• Coordinating value streams
• Measuring portfolio performance
• Building a practical LPM implementation plan

What You Get

• Full course experience with interactive exercises and working sessions
• Digital workbook and course materials
• One year access to SAFe resources and community
• Eligibility to take the SAFe Lean Portfolio Manager (LPM) certification exam

(You won’t just learn LPM—you’ll start building how it works in your organization.)

Why It Matters

Strategy without execution is just intent.

Execution without alignment is just activity.

Lean Portfolio Management connects the two.

This course helps you:

• Align teams and investments to strategic outcomes
• Reduce delays caused by funding and governance friction
• Improve visibility and decision-making across the portfolio
• Create a system that can adapt as priorities change
• Deliver on strategy with consistency and clarity

See all of our Lean Portfolio Management classes!