Summary

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

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.

Who Will Benefit?

This course is designed for leaders and influencers who are responsible for the Lean Portfolio

Management function. Examples include:

• Executives and leaders (CIOs, CEOs, CFOs, CTOs, and VPs)
• Enterprise architects
• Product managers and solution managers
• Business unit managers
• Program office personnel
• SPCs and enterprise Agile coaches
• Human resources
• RTEs
• Epic Owners

Topics Covered

• Introducing Lean Portfolio Management (LPM)
• Establishing Strategy and Investment Funding
• Applying Agile Portfolio Operations
• Applying Lean Governance
• Implementing the LPM function

Prerequisites

All are welcome to attend the course without prior knowledge. However, the followingrecommendations will make the training more productive:

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

What you’ll learn

• Describe the importance of LPM
• Connect the portfolio to enterprise strategy
• Implement Lean budgeting and guardrails
• Establish portfolio flow with the Portfolio Kanban
• Support operational excellence with APMO and CoPs
• Coordinate Value Streams
• Measure the LPM performance
• Build a plan for LPM implementation

What You GetClass registration includes:

• Attendee workbook
• Certification of completion
• Preparation and eligibility to take the exam
• One-year membership to the SAFe Community Platform
• One certification exam attempt

Annual RenewalCertifications expire one year from the date of certification is earned.

• Renewal fee: $295/year

Instructor Profile

Tamer Alim

SPC, APM, PMP, CSM, ITIL Expert, TOGAF, CDCP

Lean Agile Coach, Trainer, and Program Consultant

Global Business Integrations | IT Systems Deployments | Value-Chain Optimization

SUMMARY

• Servant-leader closing the gap between enterprise strategy and execution.

• Proven leader and motivator, with a track record of fostering talent and building successful cross-functional teams.

• Dynamic program manager with over two decades of top-notch experience in the IT industry, performing multiple management roles in Pre-sales, Consulting, Technical Services/Support delivery, and Engineering successfully with a strong focus on business agility

• Proven expertise in building and driving end to end agile teams including R&D (Dev/QA/Docs), DevOps, and PMO

• Experience in Agile Product Innovations and Design Thinking, Product Development, and Product Release planning.

CERTIFICATIONS

● Certified SAFe 5 Agile Product Manager – Certified APM – License# 88308822-2578

● Certified SAFe 5 Program Consultant – Certified SPC5 – License# 60941590-3615

● Certified SAFe 4 Program Consultant – Certified SPC4 – License# 65574204-4595

● Scaled Agile Certified Trainer to train and certify Lean Portfolio Management, Agile Product Management, Product Owner/Product Manager, Scrum Master, and Leading SAFe classes.

● Certified Enterprise Solution Architect – Certified TOGAF 9 – License # 50925

● Certified PMP – Project Management Institute (PMI) – License # 68324

● Certified Scrum Master CSM, Scrum Alliance – License # 611370

● Certified ITIL Expert V3 – License # 4232187.1049109

What Class Attendees say about Tamer

● “Really nice instructor, was accommodating to the class size and was able to adapt the pace based on feedback and our level of familiarity with the content.”

● -“Excellent knowledge of course content, and was able to answer questions about real life applications of the framework in context, based on his own experience.”

● “He is creative in using a variety of training and facilitation methods. he able to recognize group dynamics, facilitate a discussion and build consensus during training. he helped our group to achieve useful training outcomes. He improved our knowledge and promoted full participation”