Agile

SAFe® Lean Portfolio Manager Certification

The SAFe Lean Portfolio Manager course is designed to provide professionals with an in-depth understanding of Lean Portfolio Management (LPM) practices, enabling them to effectively implement these within their organizations. This implementation ensures alignment, efficient resource management, and optimal value delivery (Value Stream). 

The training program offers a profound insight into investment management strategies, emphasizing how to align portfolio investments with business goals. A significant part of the course is dedicated to the principles of Lean Governance, which detail how to make informed investment decisions using Lean principles.Upon acquiring the certification, you’ll be able to set specific budgets and establish Lean Budget Guardrails to manage portfolio funding in a more agile and efficient manner, minimizing bureaucracy and enabling greater adaptability to market demands.

Session
Time
TBD
TBD

SPECIFICATIONS

  • Define the vision, the strategy, and the objectives of the Portfolio, aligning it with business priorities.
  • Coordinate the Value Stream with the support of the Agile Program Management Office (PMO) and Communities of Practice (CoPs).
  • Support operational excellence and measure LPM performance concerning business objectives.
  • Adopt a Lean approach to budgeting, transitioning from annual budget planning to more flexible, value-based methods.
  • Use the Portfolio Canvas tool to define the current and future state of the Portfolio and the Portfolio Kanban tool to manage workflow.

  • Strategy and Investment Financing in Lean Portfolio Management.
  • Agile Portfolio Operations and Lean Governance.
  • Budgeting for Value Stream and implementing Budget Guardrails.
  • Measuring Lean Portfolio performance.

To participate in the course, familiarity with Agile concepts and principles is required. It's also preferable to have the Leading SAFe or SAFe Product Owner/Product Manager certification. The course is especially suited for roles such as:

  • Leaders (CEO, CIO, CFO, CTO);
  • Program Managers, Project Managers, PMO;
  • Product Managers, Solution Managers;
  • Business Unit Managers;
  • Release Train Engineers, Agile Coaches.

Everyone is welcome to attend the course, regardless of experience. However, the following prerequisites are recommended:

  • Familiarity with Agile concepts and principles.
  • Having already attended the Leading SAFe or the SAFe Product Owner/Product Manager course.
  • Work experience in a SAFe organization.

TRAINER

Giacomo Caturegli

The course is led by Giacomo Caturegli, entrepreneur, investor, and solutions architect. Involved in IT since 1994, in 2005, together with Federico Gulletta, he founded the software consulting and development company Hermes Trade, now Hermes Corporate. With a rich international background, Giacomo Caturegli has worked in various industrial sectors, such as petrochemical, energy, logistics, aviation, construction, fashion. As a certified SAFe trainer (SPC), Certified Scrum Professional (CSP-SM), and Certified Scrum Trainer (CST), he now promotes the values and principles of Lean and Agile methodologies for the growth of company teams and professionals.

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