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.

ICP-LPM Blue

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

 

ICP-LPM Blue

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.

 

PMI ATP 2025

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

September 15 - 17, 2025

12:00pm - 4:30pm EDT

$1250

Delivered LiveOnline

 

December 3 - 5, 2025

12:00pm - 4:30pm EST

$1250

Delivered LiveOnline

 

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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.