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SAFe® Lean Portfolio Management Certification (LPM)

As long as money is handed to projects once a year, agility inside the teams changes little about the outcome. LPM starts exactly there: budgets move off projects and onto value streams, and decisions are taken where the work runs. Across two days you work on the portfolio vision, epics, guardrails and the portfolio Kanban you steer flow with rather than administer it. You leave knowing the rules under which money can flow without case-by-case approval.
Attendance certificate4.8/5 on ProvenExpert

What this module delivers.

LPM is the one SAFe module about money: how a portfolio is funded, prioritised and steered once budgets stop going to projects and start going to the value streams that actually deliver.

How the training runs

Method
Portfolio Kanban and budgets on a worked case
Outcome
Exam and certification, fee included in the course price

Dates & booking

Choose a date that fits

No public dates are scheduled yet.

New dates are published regularly. Join the waitlist or plan an in-house course for your team.

Request in-house training

Free self-assessment

Agility Checker

Find out in a handful of questions where your team is already agile and where it still stalls.

Inhouse workshop

Customized SAFe® Kick-Starter

In the workshop we cut SAFe to fit your own organisation instead of teaching it off the shelf.

Fit

Who this module is designed for

Typical roles

  • You decide budgets that are still handed to projects once a year today.
  • You are expected to connect enterprise strategy to what is actually being delivered.
  • You control which initiatives are allowed into a portfolio at all.

Prerequisites

No prerequisites

You can start right away. What you need: experience with agile at scale, because the course starts at portfolio level. Helpful: some contact with budget or portfolio decisions in your own organisation.

Consider instead Leading SAFe® 6.0 Gives the whole picture first, when no Agile Release Train is running yet.

Curriculum

SAFe® LPM Course in Detail

Scaled Agile splits the course into seven lessons. They run from the purpose of lean portfolio management through strategy, epics and funding to flow inside the portfolio, and close on operations and governance.

01Introducing Lean Portfolio Management

The opening settles what no longer holds about classic project funding.

  • What lean portfolio management is for
  • Why project cost accounting creates the wrong incentives
  • What changes once an enterprise organises around value
02Establishing portfolio strategy and vision

This is where the link between enterprise strategy and portfolio is made.

  • Binding the portfolio to the enterprise strategy
  • Describing a portfolio vision that decisions can rest on
  • Deriving a portfolio roadmap from it
03Realising the vision through epics

A vision becomes initiatives you can assess, and stop.

  • Writing and bounding portfolio epics
  • Estimating what an epic costs before it starts
  • De-risking innovation through the lean startup cycle
04Establishing investment funding

The heaviest part of the course, because it replaces existing budget logic.

  • Setting lean budget guardrails and justifying them
  • Running the strategic portfolio review and the portfolio sync
  • Preparing and facilitating participatory budgeting
  • Allocating budgets to value streams instead of to projects
05Managing portfolio flow

Weighted the same as funding, and simply missing from the previous version of this curriculum.

  • Setting up the portfolio Kanban and drawing its limits
  • Prioritising epics with WSJF rather than by order of arrival
06Applying agile portfolio operations

How the portfolio works with the delivering units day to day.

  • Coordinating across value streams
  • Supporting the execution of the Agile Release Trains
07Applying lean governance

The closing part replaces milestone control with measurement.

  • Making portfolio performance measurable
  • Continuous compliance instead of an audit at the end
Official syllabus(external link)

Outcome

What you will be able to do afterwards

  1. 01

    You define a SAFe portfolio and draw the boundaries of its value streams.

  2. 02

    You connect a portfolio vision to the enterprise strategy.

  3. 03

    You write portfolio epics with their hypothesis and estimate what they cost.

  4. 04

    You set lean budget guardrails that make decisions possible further down.

  5. 05

    You prepare a participatory budgeting session and facilitate the allocation.

  6. 06

    You manage flow on the portfolio Kanban and prioritise epics with WSJF.

  7. 07

    You measure portfolio performance instead of asserting it through milestones.

Certified SAFe® 6 Lean Portfolio Manager

Scaled Agile issues the certification as a PDF and as a digital badge for your online profiles. This certification has to be renewed. The first year is included in the course price, and renewal with Scaled Agile costs USD 295 per year after that.

Certification terms scaledagile.com ↗

Examination

SAFe LPM examination

45Questions

Working time
90 min
Pass mark
77 %
Format
Multiple Choice
Conditions
Closed Book

After the course the exam waits in your SAFe Studio account and is administered online by Scaled Agile rather than by tecnovy. Scaled Agile offers the exam in several languages, German among them. The exam language has to match the language you completed the course in.

Official examination rules scaledagile.com ↗

Proof of attendance

Certificate of participation

≥80%attendance

The tecnovy certificate of participation records your attendance of the SAFe LPM training, not a passed Scaled Agile examination.

Sample of the tecnovy certificate of participation Open the Certificate Showroom tecnovy →

Offer scope

What is included

Included

  • External certification feesThe certification fee of around CHF 485 (about EUR 520) excl. VAT is already part of the course price; it is not charged to you on top.
  • One year of access to the SAFe Studio platformThat covers the community with its meetup groups, the full Framework articles and the toolkits for the portfolio role.

Trainers

Why tecnovy

What you get on top with us

02

Certificate Showroom

Get your certificate of participation and, if you have one, add your exam certificate from E-Learning. Fully automated, beautifully designed. Just for you, only at tecnovy.

03

Flexible Date Change

If you are not able to attend the course, you can rebook your training free of charge up to one week before the start of the training.

04

Attend Twice, Pay Once

You are welcome to visit the training course online again within a year as a refresher or exam preparation.

05

No Slideshow, Hands-On!

Promised: no PowerPoint marathon. We work in groups, tie theory to practice, and you get real project examples from our experienced trainers plus the exchange with like-minded people.

06

Learn from Experts

We always guarantee you the use of didactically and methodically first-class qualified trainers who draw their knowledge from training experience as well as professional practical and project experience.

FAQs

Frequently asked questions

01Does my organisation need SAFe in place before LPM makes sense?
Not entirely. The course builds on value streams and Agile Release Trains, but funding is often the first thing organisations change, because otherwise it keeps braking every change further down.
02Can I look things up in the SAFe Framework during the SAFe LPM exam?
No. Scaled Agile runs the exam closed book and names the Big Picture specifically as material you may not use. Notes, published material and help from another person are all excluded.
03Do I need prior knowledge for LPM?
Scaled Agile requires nothing formally but files the course at Advanced level and assumes familiarity with agile at scale. If you have never seen an Agile Release Train, Leading SAFe is the better start.
04Is LPM a course for the finance department?
Not exclusively, but finance leaders belong in it explicitly. The course covers lean budgets and guardrails, that is the rules under which investment can flow without case-by-case approval.
05What happens if I do not pass the SAFe LPM exam?
The tecnovy course price covers one exam attempt, as long as you use it within 60 days of the course ending. Every further attempt costs USD 50 with Scaled Agile.
06Does my SAFe LPM certification expire?
Yes, it has to be renewed, and that first year is included in the tecnovy course price. To renew it afterwards Scaled Agile charges USD 295 plus 24 continuing education units every year. Your SAFe Studio membership renews automatically unless you cancel it at least 24 hours before the cycle ends.
07What material do I get in the LPM training?
You get the course material in digital form and keep it permanently. Every flipchart worked out during the tecnovy training reaches you afterwards as a photo protocol.

What does your training at tecnovy look like?

LPMSAFe® Lean Portfolio Management Certification

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We will let you know as soon as the next date is scheduled.

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