SAFe Lean Portfolio Management

How to align strategy and execution:
  • Know the fundamentals of Lean Portfolio Management (LPM)
  • Connect the portfolio to the business strategy through Strategic Themes, corresponding OKRs and portfolio budgets
  • Create a portfolio vision and roadmap and manage the portfolio using a portfolio kanban
  • Realize the portfolio vision through Epics as significant development initiatives of the business
  • Define Epics, analyze them via a Lean Business Case and MVPs, and implement them via the Lean Startup Cycle
  • Budget development value streams using Participatory Budgeting and coordinate them
  • Manage portfolios with the help of the Portfolio Kanban


Plus 19% MwSt.
  • 3 days
  • virtual

Your Return on Education

  • Application of lean principles

  • Operationalize the organization’s strategy

  • Transfer principles to strategy and financing of investments

  • Transform traditional project portfolio into lean portfolio

Components of training

  • Overview of Lean Portfolio Management according to SAFe
  • Overview of the Lean-Agile Mindset and the relevant SAFe principles for the portfolio
  • Understanding of value stream orientation and SAFe portfolio structures
  • Description of the alignment of traditional portfolio management with Lean Portfolio Management
  • Linking the portfolio to the corporate strategy
  • Description of a portfolio vision and development of a portfolio roadmap as well as realization of the portfolio vision through epics
  • Implementation of Lean Budgeting
  • Management of portfolio flow with Kanban
  • Application of Agile Portfolio Operations by value stream coordination and operational excellence
  • Application of Lean Governance​

Service package

3 days Lean Portfolio Management training with:

    • Two SAFe® trainers
    • Printed Scaled Agile Inc. workbook in English*
    • Preparation and eligibility to take the SAFe® 5.1
      Agilist (SA) exam
    • One-year membership in the SAFe® community with access to tools and resources available on the community platform to practice SAFe®
    • Certification of completion upon passing the exam with Scaled Agile Inc. as a SAFe® Agilist with digital certificate and digital badge to upload to social media platforms e.g. Linkedin, XING
* Shipping is to a defined postal address.

Discover your career path



  • A good understanding of written English (workbook and SAFe website available in English only)​

Certification criteria

  • Participating in all days of the course to qualify for the exam
  • Passing the exam at Scaled Agile Inc. (Community Platform) by
    30 days after the training
  • Certifications expire one year after the date on which the certification was obtained, renewal fee: $295 per year


  • SAFe®5 Lean Portfolio Manager certificate
  • Scaled Agile Silber Partner

Find out more on our topic page:

Agile & SAFe

How to successfully manage Agile teams and implement Agile scaling in a meaningful way

We are looking forward to answering all your questions about further education:
Contact us!

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