SAFe® 6 Lean Portfolio Management

In the form of workshops, learn the practical tools and techniques necessary to implement the functions of Lean Portfolio Management (LPM).

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  • Duration: 2 days
  • Regular price: $2,005
  • Preferential price: $1,710

Course outline

This course qualifies you for 16 PMI® Professional Development Units (PDUs).

PDU Claim Code :5054XR67KJ

Duration : 2 days

In this course, attendees will 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.

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.


CEO, CTO, top manager, director

Project managers Project director

RTE, Agile coach, SPC

PMO, Project portfolio manager


  • Attended Leading SAFe course
  • Familiarity with Agile concepts and principles
  • Experience working in a SAFe environment


  • Describe the importance of LPM
  • Connect the portfolio to enterprise strategy
  • Implement Lean budgeting and guardrails
  • Establish portfolio flow with the Portfolio Kanban
  • Support operational excellence with APMO and CoPs
  • Coordinate Value Streams
  • Measure the LPM performance
  • Build a plan for LPM implementation


Lesson 1: Introducing Lean Portfolio Management

Lesson 2: Establishing Portfolio Strategy and Vision

Lesson 3: Realizing Portfolio Vision through Epics

Lesson 4: Establishing Investment Funding

Lesson 5: Managing Portfolio Flow

Lesson 6: Applying Agile Portfolio Operations

Lesson 7: Applying Lean Governance

Lesson 8: Practicing SAFe

Complete the study of this training leading to the Certified SAFe® 6 Lean Portfolio Manager (LPM)

IMPORTANT: All course material and the exam are in English only. The course includes the cost of the Certified SAFe® Lean Portfolio Manager (LPM) exam.

Surround yourself with the best

Jean Falardeau
Jean Falardeau
With a Masters degree in Science and a bachelor in information systems, Jean Falardeau has been in the business for more than 35 years. He works in business architecture and analysis, strategic consulting, change management, enterprise architecture, business process reengineering and AgilityFor nearly 7 years, Jean trained more than 400 people showing them best practices in architecture and business analysis. His work was based on guides such as BABOK and BIZBOK.
Jean-François  Corbeil
Jean-François Corbeil
Jean-François Corbeil acts as a senior consultant in business process optimization, trainer and business coach. He supports his clients in carrying out large-scale projects that aim to improve operational efficiency by facilitating sound management and mobilizing resources involved and impacted by the changes. As a great communicator, he knows how to make team members interact to help them excel and learn.
Carl M. Gilbert
Carl M. Gilbert
Expert Leader
Carl M. Gilbert is a coach, mentor and project manager with more than 25 years of experience in project management, mainly in information technology. He has trained more than 25,000 people in project management (in traditional, agile or hybrid mode) all around the world. Carl M. Gilbert is an engineer and also holds a master's degree in project management from with a specialization in international project management. For 25 years, he has specialized in strategic consulting in project management, program management and portfolio management.
Catherine Edgar
Catherine Edgar
Senior Project Director and Project Management Trainer
Catherine Edgar is a senior project director with more than 25 years of IT experience at large firms. Over the course of her career, Catherine has developed management expertise with a focus on the human impact brought about by change. She has excellent problem-solving, training, coaching and interpersonal relation skills. Catherine holds a bachelor’s degree in management information technology, as well as a certification as a project management professional (PMP) from the Project Management Institute (PMI).