LEAN Portfolio Management
In this three-day workshop style course, attendees 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.
Participants in the course have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants also explore methods 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 will you gain?
- Introducing Lean Portfolio Management (LPM)
- Establishing Strategy and Investment Funding
- Applying Agile Portfolio Operations
- Applying Lean Governance
- Implementing the LPM function
Duration of the course is 3 days, from 09.00 to 17.00 and it is delivered in Romanian.
Learning Objectives
- Describe Lean Portfolio Management (LPM)
- Connect the portfolio to enterprise strategy
- Establish the Portfolio Vision
- Implement Lean Budgeting and Guardrails
- Establish flow with the Portfolio Kanban
- Support operational excellence with an Agile Program Management Office (PMO) and Communities of Practice (CoPs)
- Coordinate Value Streams
- Measure LPM performance
- Build a plan for LPM implementation
Who should attend?
- CEO
- Program or Project Manager
- Release Train Engineer
- Agile Coach
- SAFe Program Consultant
- Portfolio Manager
- CTO
- Consultant
- Director
- Program Manager
Prerequisites
All are welcome to attend the course, regardless of experience.
However, the following prerequisites are highly recommended:
- Familiarity with Agile concepts and principles
- Attended Leading SAFe or SAFe PM/PO course
- Experience working in a SAFe environment
SAFe Certification Kit
Attendees who pass the certification exam will receive:
- SAFe® Lean Portfolio Manager PDF certificate
- A SAFe® Lean Portfolio Manager digital badge to promote the accomplishment online
- A One-year membership to the SAFe Community Platform, which includes access to the LPM Community of Practice
- ccess to Meetup groups and events that provide connections to other certified SAFe professionals
- Access to a variety of learning resources to support certified professionals during their SAFe journey
Exclusive Trainer – Ștefan Bârgăoanu


Ștefan Bârgăoanu
- Certified as PMI-ACP (PMI – Agile Certified Practitioner), SPC4 (SAFe. Program Consultant 4.0), LSSGB (Lean Six Sigma Green Belt), CSM (Certified ScrumMaster), PMP (Project Management Professional);
- Over 15 years’ experience with Lean and Agile approach;
- Background as trainer, mentor and coach;
- Expertise in software development and business administration.