24 hours remote
3 Full Days
8:30-4:30pm CST
Central Standard Time
Sat-Sun-Sat
Sept 9,10, 16
Lean Portfolio
Management LPM (5.1)
Lean Portfolio
Management LPM (5.1)
Class 100% En Español
Class 100% En Español
Aligning strategy with execution using the Scaled Agile Framework
Aligning strategy with execution is critical to the success of any organization and a key aspect of the Scaled Agile Framework®. With a Lean Portfolio Management (LPM) approach, you can collaborate across silos, empower teams, and organize around value to fit what customers want, faster.
The Lean Portfolio Management course helps executives, project management officers (PMOs), and other key stakeholders plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes. The LPM course provides the guidance and tools attendees need to work effectively in remote environments with distributed teams. You'll learn how to connect portfolio strategy and initiatives to work planning and execution, how to integrate participatory budgeting feedback, and how to adapt to change while maintaining your vision and funding roadmap.
Introducción a Lean Portfolio Management
● Why LPM? ● Lean-Agile Mindset and SAFe1 Principles ● The Project-Based Accounting Problem ● Benefits of Organizing Around Value ● SAFe Portfolio Structure ● Switch to LPM
Establishing the strategy and vision of the portfolio
● Connecting the portfolio to the business strategy ● Maintenance of the portfolio vision ● Development of the LPM roadmap
Realizing the portfolio vision through the epics
● Definition of Portfolio Epics ● Estimation of Epic Costs ● The SAFe Lean Startup cycle
Establishment of Investment Funds
● Tight Budget Railings ● LPM Events Summary ● Strategic Portfolio Review and Portfolio Timing ● Participatory Budgeting
Manage portfolio flow
● Establishment of flow with the Kanban Portfolio ● Sequencing of epics for implementation using WSJF
Application of agile portfolio operations
● Value Stream Coordination ● Support Program Execution and Operational Excellence
Applying Lean Governance
● Performance Measurement ● Compliance Coordination ● TBM with SAFe ● Agile Software Capitalization ● The Getting Started Workshop ● Additional LPM Resources
What is included:
- Course digital content (pdf).
- Remote learning through the SendoAgil® virtual learning platform.
- Access to SendoWay® Community content and online collaboration workspace.
- One-year membership to the SendoWay® Community Platform with access to up-to-date digital content, videos, templates, tools and resources you need to practice SAFe LPM every day.
- SAFE LPM certificate.
- Access to participate in one of our upcoming classes as a guess (request in advance).

Founder & CEO of SendoAgil
Eric is a business agility strategist, coach, and trainer with over 20 years working on large and complex business transformation initiatives across multiple sectors and industries. He has extensive experience coaching and mentoring executive teams, change leaders at all levels of the organization.
He also served as a coach for the corporate lean portfolio team; Leading development teams and implementation of transformation strategies in technology, transportation, telecommunications, financial services and banking.
He has extensive experience working in the Latin American banking sector helping senior executives organize and prepare for change programs throughout the company. To achieve key benefits from strategic clarity, organizational effectiveness, operational efficiency and leveraging innovation to create a differentiated competitive advantage.
His passion for coaching and teaching comes from his experience in developing people and teams, which is now ingrained as a guiding principle in his company "SendoAgil". He founded 8 years ago with the mission of transforming the way we work.
Eric's approach to transformation is holistic and he believes in challenging established processes, mental models and culture.
"Disrupt the status quo." It starts with you.
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Frequent questions
Frequent questions
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Primer intento incluido en la tarifa de inscripción del curso si se realiza dentro de los 30 días posteriores a la finalización del curso. Cada repetición o intento después de la ventana de 30 días cuesta $50
Cuando finalice el cronómetro del examen, se entregará el examen, independientemente del número de preguntas respondidas. Se calculará una puntuación en función del número de preguntas respondidas. Las preguntas sin respuesta se marcarán automáticamente como incorrectas. Si termina de responder todas las preguntas antes de que finalice el tiempo del examen, puede hacer clic en el botón "Enviar" y se calculará su puntaje.
Cuando inicie el examen, se le pedirá que revise y acepte el Candidate Agreement antes de comenzar el examen. Los exámenes están cronometrados y el cronómetro estará visible durante todo el examen.
Las preguntas están estructuradas en formato de opción múltiple o respuesta múltiple.
Las preguntas requerirán una respuesta o múltiples. Las preguntas de respuesta múltiple de estilo "Elija dos" o "Elija tres" indican el número de respuestas requeridas para la pregunta. Las preguntas de respuesta múltiple requieren que se seleccionen todas las respuestas correctas, ya que no se otorga crédito parcial.
Duration |
90 minutes |
Number of questions |
45 |
Passing score |
35/45 (77%) |
Competency level |
Foundational; Competent, some knowledge or experience; can perform tasks with assistance |
Question format |
Multiple choice (one answer) or multiple select (2-3 answers) |
Delivery |
Web-based, closed book, no outside assistance, timed |
Access |
Community Platform upon completion of the course |
Languages offered |
English |
Cost |
First attempt included in the course registration fee if taken within 30 days of course completion. Each retake or attempt past the 30-day window is $50 |
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