Lean Portfolio Management
Amplify lean portfolio management in this practical course. Learn to align initiatives with strategy, optimize value streams, and drive organisation-wide agility for enhanced outcomes.

About this course
HOW CAN AN ORGANIZATION ADAPT ITS PORTFOLIO MANAGEMENT PRACTICES TO BETTER ALIGN WITH LEAN AND AGILE PRINCIPLES, THEREBY ENHANCING FLEXIBILITY, VALUE DELIVERY AND ORGANIZATIONAL AGILITY?
Lean Portfolio Management is about taking a holistic view of all the work being undertaken across the whole organization, whether that be initiatives, products or business as usual, and being deliberate about where to invest to maximize overall returns aligned with organizational strategy. Our Lean Portfolio Management course is designed to equip leaders and decision-makers with the knowledge and skills necessary to transform their portfolio management practices to be lean, agile, and value centric. This program will provide you with the tools and techniques to fund and manage the flow of initiatives and activities across the whole enterprise, maximizing value delivered to customers and stakeholders.
What you will earn
The ICAgile Certified Professional – Lean Portfolio Management (ICP-LPM) certification is granted on the successful completion of this course. This certification is part of the ICAgile Agile Finance track.
This course will contribute 14 PMI® professional development units (PDUs) towards your chosen certification (4 Power Skills, 5 Business Acumen and 5 Ways of Working).
What you will learn
- The shift to customer-centricity within a larger context
- Communicating an adaptive strategy with transparency
- Alignment around common goals, and how they might change
- How to define, prioritize and deliver business value frequently
- Structuring in value streams
- Taking accountability for outcomes over outputs
- Optimizing flow and reducing waste across the whole system
- Shortening planning and funding cycles
- Balancing capacity and demand
What you will need
To get the most out of this course, you will need a willingness to challenge traditional thinking and a desire to deliver outcomes for your organization. It is recommended that participants have a foundational knowledge of Agile values, principles, and mindset through formal training like our Agile Fundamentals or Business Agility Fundamentals courses or have relevant experience working in the Agile context.
This course is great for
- Portfolio Managers, Program Managers, Product Managers and Project Managers responsible for the management and/or strategy of a portfolio of work.
- Executives, leaders and Agile Coaches interested in improving the delivery of value through improving the strategic planning and execution process within their organization.
- Anyone on a business agility journey working in or alongside a Project Management Office (PMO) or Value Management Office (VMO).
Topics Covered
Lean Portfolio Management in Context
- Principles of Lean Portfolio Management
Adaptive Strategy
- Portfolio Strategy
- Outcomes
Value Streams
- Identifying Value
Funding an Adaptive Strategy
- Adaptive Budgeting
- Portfolio Mix
Roadmaps
- Prioritization Techniques
- Outcome Oriented Roadmaps
Organizational Structure
- Organizational Design
- Product vs Project
- PMO vs VMO
- Structuring for Adaptability
Flow
- Portfolio Kanban
- Balancing Capacity and Demand
Governance
- Agile Governance
- Outcome Metrics
Adaptive Planning
- Portfolio Cadence
Course Format and Delivery
Delivery Method: LiveOnline
Schedule: 3 sessions of 4.5 hours
Cost: $1,250 USD
All sessions are delivered live by an expert instructor in a fully interactive online environment.
*20% off for group bookings when booking 3 or more attendees from the same organization on the same course dates in the same transaction.
Upcoming Sessions
Questions about this ICAgile Accredited Course?
Phone: 1-800-268-0390
Email: info-us@softed.com
We'd love to have the opportunity to discuss how we can assist your business.