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Lean Portfolio Management

Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one, unified team.

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Training Schedule

Please contact info@taubsolutions.com for more details
Virtual

Features

Two Days

16 hours of Instructor-led training classes

Case Study

Share relevant Industry Insights

By Practioners

Shares real-world experience

Course Objective

In this course, you 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.

You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You’ll 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.

What you’ll learn

  1. Describe the importance of LPM
  2. Connect the portfolio to enterprise strategy
  3. Implement Lean budgeting and guardrails
  4. Establish portfolio flow with the Portfolio Kanban
  5. Support operational excellence with APMO and CoPs
  6. Coordinate Value Streams
  7. Measure the LPM performance
  8. Build a plan for LPM implementation

Course Agenda

Module 1:

  1. Introducing Lean Portfolio Management(LPM)
  2. Establishing Strategy and Investment Funding
  3. Applying Agile Portfolio Operations
  4. Applying Lean Governance
  5. Implementing the LPM function

Exam & Certification

Exam Format

  • Questions are structured in a multiple choice, single select format
  • Exams are timed and the timer is displayed once questions are presented
  • Exams will be submitted when the timer ends, regardless of the number of questions answered
  • Scores are calculated by the number of correctly answered questions
  • Unanswered questions will be marked as incorrect
  • “Submit” button ends the exam and a score will be calculated

Details are subject to change at any time

Duration 90 minutes
Number of Questions 45
Passing Score 77%
Delivery Web-based, closed book, no outside assistance
Access Learning Plan (after course completion)

FAQs

Are there any pre-requisites for this course?

All are welcome to attend the course, regardless of experience. However, the following recommendations will make the training more productive:

  1. Familiarity with Agile concepts and principles
  2. Attended a Leading SAFe® or SAFe® PO/PM course
  3. Experience working in a SAFe environment

How do I need to take the exam?

TaUB Solutions will request the examinations together with your registration. The exam should be taken at the end of the course. Results are available within 5 working days.

Enroll Now

The session was delivered effectively. It was very interactive with on the job examples. I learned a lot and plan to implement them. Thanks Suresh GP for such a wonderful session.

Sheethal Sudheer BRMPBRM, Business Owner DevSecOps tools, Digital Transformation, Process Management

It was a very interactive session with a lot of real life examples. Very good and informative session by
Suresh GP

Vijaykumar TCVice President - Citi Technology Infrastructure

The CBRM training offered through TaUB Solutions is an excellent course. I first heard Suresh speak a few years back at the BRMConnect conference and taking this course solidified my opinion and respect of Suresh’s vast knowledge of BRM discipline

Michelle Day, CBRM®Director, Business Relationship Management

The training was absolutely fantastic, Extremely valuable.
It changes the way we look at SRE. Suresh was BEST instructor you could ask for, more importantly,
he was helping with real world problems based on his experiences.

Praveen PatilSenior Engineering Manager at Lowe's Companies, Inc.