SAFe® Lean Portfolio Management (LPM Certification) Training

Course 1828

  • Duration: 2 days
  • Exam Voucher: Yes
  • Language: English
  • 16 PMI PDUs
  • Level: Foundation

In this SAFe Lean Portfolio Management course, you will gain the practical tools and techniques necessary to implement the functions of Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance.

Lean Portfolio Management Training Delivery Methods

  • In-Person

  • Online

Lean Portfolio Management Training Information

This LPM Certification training has the following benefits:

  • Earn your Scaled Agile Lean Portfolio Management certification
  • Follow instruction provided by certified SAFe Programme consultants
  • Prepare for and take the included SAFe LPM certification exam
  • Includes 1-year Scaled Agile Membership (for first-time attendees of SAFe courses)
  • Learn to assess the current and future state of your portfolio with the Portfolio Canvas tool
  • You’ll establish portfolio flow with the Portfolio Kanban system
  • Practice implementing Value Stream Budgets, Lean Budget Guardrails, and measure the Lean portfolio performance


All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training significantly more productive:

Certification Information

  • Duration: 90 minutes
  • Number of Questions: 45
  • Passing Score: 77%
  • Delivery: Web-based, closed book, no outside assistance, timed
  • Access: Practice and certification exams are available in your Scaled Agile Community portal under the course you’re attending.
  • Cost: Initial cost is included in the course registration fee if taken within 30 days of course completion.
  • Retake Fee: $50; $250 for SPCs
  • Retake Policy: First retake may be taken immediately after the first failed attempt. Second retake may be taken 10 days after the first retake. Third retake may be taken 30 days after the second retake. All subsequent retakes require a 30-day wait.

Lean Portfolio Management Training Outline

In this module, you will learn how to:  

  • Apply the Lean-Agile Mindset and SAFe Principles to portfolio management 
  • Realise the benefits of organising your portfolio around value 
  • Identify the Development Value Streams within a portfolio 

In this module, you will learn how to:

  • Connect the portfolio to the Enterprise with Strategic Themes
  • Describe Strategic Themes with objectives and key results (OKRs)
  • Maintain the Portfolio Vision
  • Define the Value Streams and portfolio domain via the portfolio canvas
  • Understand the portfolio’s investment mix by horizon
  • Identify opportunities for the portfolio’s future state with SWOT
  • Express the future state as a Vision
  • Develop the portfolio Roadmap
  • Forecast portfolio Epics for roadmapping
  • Identify market rhythms and milestones
  • Identify valuable release windows using market rhythms
  • identify valuable release windows using market milestones
  • Establish a portfolio strategy and vision

In this module, you will learn how to:

  • Define portfolio Epics
  • Achieve the future state of the portfolio with Epics
  • Decompose portfolio Epics into programme or Solution Epics
  • Adapt the Lean business case template to your needs
  • Estimate Epic costs
  • Implement Epics and achieve the Vision using the SAFe Lean Startup Cycle

In this module, you will learn how to:

  • Establish Lean Budget Guardrails
  • Guide investments by horizons
  • Apply capacity allocation to optimise value and Solution integrity
  • Establish portfolio Epic thresholds
  • Use Participatory Budgeting in SAFe
  • Establish the total portfolio budget
  • Establish Value Stream budgets with participatory budgeting

In this module, you will learn how to:

  • Establish flow with the Portfolio Kanban
  • Sequence Epics for implementation using WSJF
  • Sequence Epics for optimal economics
  • Calculate WSJF to sequence Epics
  • Manage portfolio flow

In this module, you will learn how to:

  • Coordinate Value Streams to create portfolio-level opportunities
  • Deploy and release portfolio work
  • Support programme execution and operational excellence
  • Measure and grow to improve LPM competency

In this module, you will learn how to:

  • Measure LPM performance
  • Establish LPM Metrics
  • Coordinate continuous compliance
  • Improve quality with a Lean approach
  • Understand Technology Business Management (TBM) with SAFe
  • Measure Lean portfolio performance

Need Help Finding The Right Training Solution?

Our training advisors are here for you.

Lean Portfolio Management Training FAQs

To succeed in this course and pass the exam, you should:

  • Be familiar with Agile concepts and principles
  • Have experience working in a SAFe environment

Attend at least one of the following courses first:

A set of organisation and workflow patterns that are intended to guide you in scaling lean and agile practices.

Yes! You can bring this course to your facility or train your team virtual in a private training event.

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 Portfolio Management function.

Programme and Project Managers, Business Owners, Solutions Managers, Product Managers, Portfolio Managers, SAFe Programme Consultants, Agile Coaches, and Enterprise Architects would all benefit from attending this course and earning the LPM certification.

Learners can access their learning plans and exams after the instructor has marked their attendance about halfway through their class. The steps are as follows:

  • Login to the SAFe Community. If you do not remember your password, click the "Forgot Password" link to receive a reset email.
  • Select Learn > My Learning from the tabs.
  • Select "In Progress"
  • Select the class that you are looking for. You may have multiple In Progress.
  • The Exam is located at the bottom of the Learning Plan. You are required to complete all required items marked with red asterisks* before you can take the exam.

First-time attendees of SAFe courses get a 1-year Scaled Agile membership with course attendance. For attendees taking their second course or more, membership will not be extended as a result of taking another course.

Once your membership expires, you will have a few options to renew your membership to maintain your active certifications. You can check out those options at the SAFe Membership FAQ.

Certification candidates and existing credential holders are responsible for reporting all Continuing Certification Requirements Program (CCR) activities to PMI (Project Management Institute). To report the completion of a Learning Tree course, you can use the Online PDU (Professional Development Units) Resources System.

  • Go to the PMI Continuing Certification Requirements System
  • Log in with your username and password
  • Locate the claim code associated with your course in the table in this document
  • Click on “Report PDU for this activity”
  • Fill in the date started and date completed
  • Click on the box agreeing that this claim is accurate and then submit

PDU Information for This Course:

  • Total PDUs: 16
  • Ways of Working PDUs: 6
  • Power Skills PDUs: 4
  • Business Acumen PDUs: 6
  • PMI Claim Code: 4446PWRB26