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 the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants will be able 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. 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 Agile PMO and CoPs Coordinate Value Streams Measure the LPM performance Build a plan for LPM implementation Topics Covered Introducing Lean Portfolio Management (LPM) Establishing Strategy and Investment Funding Applying Agile Portfolio Operations Applying Lean Governance Implementing the LPM function What Attendees Get Attendee workbook Course certificate of completion Preparation and eligibility to take the SAFe® LPM certification exam One-year membership to the SAFe Community Platform One certification exam attempt Who will benefit? Executives and Leaders (CIOs, CEOs, CFOs, CTOs and VPs) Enterprise Architects Product Managers and Solution Managers Business Unit Managers Program Office Personnel SPCs and Enterprise Agile Coaches Human Resources RTEs Epic Owners Prerequisites All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more productive. Familiarity with Agile concepts and principles Attended a Leading SAFe or SAFe PO/PM course Experience working in a SAFe environment Annual Renewal Membership renewals are one year from the date certification is earned Renewal Fee: $295 Class to be taught by Jay Pober, SPC and Principal Consultant with Applied Frameworks Jay joined Applied Frameworks in 2018 as a Principal Consultant where he teaches, mentors and coaches product leaders in strategic product development and guides organizations and teams in their Agile transformations. Jay’s expertise spans Agile Product Management practices, Agile transformation efforts, Scaled Agile Framework (SAFe) implementations and product and design leadership. Jay’s passion for helping organizations transform is contagious and those who work with him will vouch for his energetic and fun approach to producing desired outcomes. Before joining the firm, Jay was a Director of Software Development at Capital One for nine years. With more than 25 years of experience in technology, he has led teams of Product Owners, Scrum Masters and Developers in the delivery of Marketing, Fraud and Machine Learning products. Prior to Capital One, Jay worked at multiple Silicon Valley startups where he was a programmer, Project Manager, Technical Infrastructure Leader and Agile champion. Jay also worked at Goldman Sachs and Corning Clinical labs where he built their first CClink in Foxpro DOS! Jay currently lives in Cherry Hill, NJ where he is honored to have a day named after him. He was a volunteer firefighter and after 9/11 he joined the military and provided human intelligence support to the Special Forces. Some commands included: DIA, ONI, CJSFTF-A/AP, and SOCCENT Cultural Engagement Group. Jay received his BS in International Finance with a concentration in Political Science from Rider University.