Go to Global SAFe Summit 2020

Real-world Lean Portfolio Management (LPM): Practical Patterns and Examples

Philosophical debates about high-minded conceptual models too often dominate discussions of Lean Portfolio Management (LPM). While interesting and even useful for clarifying our beliefs, for many of us, these exchanges lack the actionable specificity necessary to get started with LPM. While mindset and principles are critical to any meaningful transformation, it’s the roles, events, and cadences that give them substance. Without the necessary structures to support practical action, there can be no experimentation or learning.

In this talk, I will share my experience helping a range of enterprises to adopt a Lean approach to portfolio management and the pragmatic patterns we’ve discovered, including the roles, events, and cadences that are critical to managing a Lean portfolio. Through this lens, we will explore the essential outcomes of LPM, including alignment with the enterprise strategy, establishing portfolio flow, setting Lean budgets, coordinating Value Streams, and establishing Lean governance and metrics.

Learning objectives:

  • Align portfolio execution by establishing clear and actionable strategic themes and Lean budgets and guardrails; and by managing the flow of portfolio Epics
  • Coordinate effective operation of the Agile portfolio by coordinating Value-Stream execution, supporting program execution, and driving operational excellence
  • Apply Lean governance by measuring portfolio performance, dynamically adjusting forecasts and budgets, and ensuring continuous compliance


Level: beginner

Location: Date: 10/05/2019 Time: 12:45 - 13:25