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Lean Portfolio Management

Amplify lean portfolio management in this practical course. Learn to align initiatives with strategy, optimise value streams, and drive organisation-wide agility for enhanced outcomes.

About this course

HOW CAN AN ORGANISATION ADAPT ITS PORTFOLIO MANAGEMENT PRACTICES TO BETTER ALIGN WITH LEAN AND AGILE PRINCIPLES, THEREBY ENHANCING FLEXIBILITY, VALUE DELIVERY AND ORGANISATIONAL AGILITY?

Lean Portfolio Management is about taking a holistic view of all the work being undertaken across the whole organisation, whether that be initiatives, products or business as usual, and being deliberate about where to invest to maximise overall returns aligned with organisational strategy. Our Lean Portfolio Management course is designed to equip leaders and decision-makers with the knowledge and skills necessary to transform their portfolio management practices to be lean, agile, and valuecentric. This program will provide you with the tools and techniques to fund and manage the flow of initiatives and activities across the whole enterprise, maximising value delivered to customers and stakeholders.

What you will gain

Accreditation Logo

The ICAgile Certified Professional – Lean Portfolio Management (ICP-LPM) certification is granted on the successful completion of this course. This certification is part of the ICAgile Agile Finance track.

This course will contribute 14 PMI® professional development units (PDUs) towards your chosen certification (4 Power Skills, 5 Business Acumen and 5 Ways of Working).

What you will learn

  • The shift to customer-centricity within a larger context
  • Communicating an adaptive strategy with transparency
  • Alignment around common goals, and how they might change
  • How to define, prioritise and deliver business value frequently
  • Structuring in value streams
  • Taking accountability for outcomes over outputs
  • Optimising flow and reducing waste across the whole system
  • Shortening planning and funding cycles
  • Balancing capacity and demand

What you need

To get the most out of this course, you will need a willingness to challenge traditional thinking and a desire to deliver outcomes for your organisation. It is recommended that participants have a foundational knowledge of Agile values, principles, and mindset through formal training like our Agile Fundamentals or Business Agility Fundamentals courses or have relevant experience working in the Agile context.

This course is great for

  • Portfolio Managers, Program Managers, Product Managers and Project Managers responsible for the management and/or strategy of a portfolio of work.
  • Executives, leaders and Agile Coaches interested in improving the delivery of value through improving the strategic planning and execution process within their organisation.
  • Anyone on a business agility journey working in or alongside a Project Management Office (PMO) or Value Management Office (VMO).

Topics covered

Lean Portfolio Management in Context

  • Principles of Lean Portfolio Management

Adaptive Strategy

  • Portfolio Strategy
  • Outcomes

Value Streams

  • Identifying Value

Funding an Adaptive Strategy

  • Adaptive Budgeting
  • Portfolio Mix

Roadmaps

  • Prioritisation Techniques
  • Outcome Oriented Roadmaps

Organisational Structure

  • Organisational Design
  • Product vs Project
  • PMO vs VMO
  • Structuring for Adaptability

Flow

  • Portfolio Kanban
  • Balancing Capacity and Demand

Governance

  • Agile Governance
  • Outcome Metrics

Adaptive Planning

  • Portfolio Cadence
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