Scaled Agile Framework (SAFe®) is a methodology for agile management and workflow that helps organizations scale Lean and Agile practices.
The SAFe® Lean Portfolio Management course is designed for leaders, managers, and all individuals responsible for shaping and executing portfolio strategy in organizations adopting agile management practices.
The goal of the course is to present how Lean-Agile portfolio management contributes to improved efficiency and adaptability in response to changing market conditions.
Purpose of the training
The main objective of the training is to show participants how portfolio management in the spirit of Lean and Agile can help make organizations more efficient and adaptive in response to changing market conditions.
Target group
- Managers
- Portfolio Managers
- Senior Executives
- PMO members, Scrum Masters
- Project / Program Managers working in organizations transitioning to SAFe
Benefits
Participants will learn:
- Gain an understanding of how to apply Lean-Agile principles to portfolio investment management and initiative prioritization and how to optimally allocate resources to maximize value and workflow.
- Understanding how special emphasis is placed on supporting business goals through portfolio management in SAFe and how to communicate and implement strategy effectively across the organization.
- One-year access to SAFe Studio, including resources and tools for daily work in an agile environment
- Access to the SAFe professionals community and dedicated events for certified practitioners
- Certificate of participation in an accredited training from Inprogress, and upon passing the exam, a Certified SAFe® Lean Portfolio Manager certificate
Exam and certification
- mandatory exam,
- multiple-choice, single-response questions test,
- number of questions: 45,
- pass threshold: 77% (35 out of 45 possible points),
- language of exam: English,
- duration: 90 minutes,
- form: online unsupervised,
- the exam is held on the SAFe® Studio platform,
- closed book – no use of materials,
- validity of the certificate: 1 year,
- the first approach to the exam is included in the price of the training, as long as the approach to the exam takes place within 30 days of completing the course,
- in case of a negative result in the exam, the participant can use the retake option. A second attempt at the exam is possible immediately after the completion of the first, the third after 10 days, and the fourth after 30 days. Each additional attempt is paid separately,
- the participant who scores the necessary number of points in the exam is awarded the international certificate in electronic form.
Training programme
- MODULE 1 – Introduction to Lean Portfolio Management
- MODULE 2 – Defining portfolio strategy and vision
- MODULE 3 – Implementing portfolio vision through epics
- MODULE 4 – Establishing investment funding
- MODULE 5 – Managing portfolio flow
- MODULE 6 – Applying Agile Portfolio Operations
- MODULE 7 – Applying Lean Governance
- MODULE 8 – Practicing SAFe
Note
The SAFe certification path does not enforce a specific development path — participants may attend any courses of interest without completing prerequisites. However, the first 2 to 4 hours of each course typically include an introductory segment (depending on the course) designed to align participant knowledge. This foundational content is repeated in all SAFe trainings and is a standard practice across all training providers.
