About

In this three-day workshop style course, attendees 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 have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants also explore methods to establish portfolio flow with the Portfolio Kanban and prioritize initiatives 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.

  • Length: 2 days
  • Level: Foundation
  • Form: 50% lectures / 50% workshops
  • Enrolment: Training on demand for groups
  • Logistics: At the customer’s premises (on-site) or anywhere else
Lean Portfolio Management is a training during which participants acquire practical tools and techniques necessary to implement the functions of Lean Portfolio Management in the field of strategy and investment financing, agile portfolio operations and Lean Governance.
Lean Portfolio Management is a training during which participants acquire practical tools and techniques necessary to implement the functions of Lean Portfolio Management in the field of strategy and investment financing, agile portfolio operations and Lean Governance.
Lean Portfolio Management is a training during which participants acquire practical tools and techniques necessary to implement the functions of Lean Portfolio Management in the field of strategy and investment financing, agile portfolio operations and Lean Governance.
Lean Portfolio Management is a training during which participants acquire practical tools and techniques necessary to implement the functions of Lean Portfolio Management in the field of strategy and investment financing, agile portfolio operations and Lean Governance.

Topics covered

Agenda customization

The agenda presents the scope of certified training. On request, selected elements can be modified.

In the case of dedicated training, the agenda is determined together with the client and target group on the basis of pre-training analysis to best address your needs.

  • Introducing Lean Portfolio Management (LPM),
  • Establishing Strategy and Investment Funding,
  • Applying Agile Portfolio Operations,
  • Applying Lean Governance,
  • Implementing the LPM function.

Learners taking this course are:

  • CEOs, CIOs, CTOs
  • Business Development Managers
  • Program or Project Managers
  • Release Train Engineers (RTEs)
  • Agile Coaches
  • SAFe Program Consultantes
  • Portfolio Managers
  • Consultants
  • Directors
  • Program Managers
  • Anyone interested in achieving knowledge about the SAFe framework and be certified as Certified SAFe® Lean Portfolio Manager

Learning Goals

  • Describe Lean Portfolio Management (LPM),
  • Connect the portfolio to enterprise strategy,
  • Establish the Portfolio Vision,
  • Implement Lean Budgeting and Guardrails,
  • Establish flow with the Portfolio Kanban,
  • Support operational excellence with an Agile Program Management Office (PMO) and Communities of Practice (CoPs),
  • Coordinate Value Streams,
  • Measure LPM performance,
  • Build a plan for LPM implementation.

Trainer's experience

Numerous case studies are discussed, resulting from the rich, 15 years of international training experience of the trainer and from 10 years of experience in implementing Agile and more than 10 agile / digital transformations.

The training is conducted by the best Polish Agile trainer. As the only Agile Coach in Poland, trainer is certified from all key agile frameworks and methodologies and also certified from the PROSCI method to carry out transformations. Additionally trainer is certified from tools / tests for personality assessment  and communication styles as well as team building and analysis of team strengths and strengths:

Main trainer certifications in the field of Agile:

Main trainer certifications in the field of Change Management / Transformation:

  • PROSCI ADKAR: Methodology, process and tools for carrying out changes in organizations including agile / digital transformations (certified by PROSCI Inc.)

Main trainer certifications in the field of questionnaires / tests / tools for testing personality, competences, strengths of people as well as for conflict management and team building:

  • DISC D3: DISC D3 personality / competence test (DISC / TEAMS / VALUES / BAI) (certified by PeopleKeys).
    • Application: Team building; Building personal self-awareness; Building awareness about communication styles and preferences.
  • SDI: Strength Deployment Inventory (certified by Personal Strengths Publishing).
    • Application: Building team maturity in conflict self-management.
  • MBTI: Myers-Briggs questionnaire (MBTI) to measure human preferences of perceiving the world and making decisions (certified by The Myers & Briggs Foundation).
    • Application: Team building; Building personal self-awareness.
  • BELBIN: BELBIN Team Role Test (certified by BELBIN Associates).
    • Application: Building very efficient and well-coordinated teams created with all necessary competences (and personality traits) to achieve success.

Testimonials