LPM

1. Lean Portfolio Management
Training
An Introduction to Lean-Agile
Portfolio Practices
Presented by: [Your Name /
Organization]
Date: [Insert Date]

2. Lesson 1: Introducing Lean
Portfolio Management - Learning
Objectives
• - Define key concepts: Lean, Value Stream
(VS), Flow, and LPM
• - Explain the principles and benefits of Lean
and LPM
• - Apply the Lean-Agile Mindset and LPM
Principles
• - Differentiate between traditional and Lean
Portfolio Management
• - Discuss the benefits of organizing around
value

3. Lesson 1: Introducing Lean
Portfolio Management - Content
Outline
• - 1.1 Key Concepts: Lean, Value Stream, Flow,
Continuous Improvement, and LPM
• - 1.2 Principles and Benefits of Lean and LPM
• - 1.3 Aligning Portfolios with Organizational
Strategy
• - 1.4 Lean-Agile Mindset and LPM Frameworks
• - 1.5 LPM vs. Traditional Portfolio
Management
• - 1.6 LPM in the Banking Industry: Key
challenges and solutions

4. Lesson 2: Establishing Portfolio
Strategy and Vision - Learning
Objectives
• - Connect the Portfolio to the Enterprise
Strategy
• - Develop the Portfolio Vision
• - Develop the Portfolio Roadmap
• - Execute a Strategic Portfolio Review

5. Lesson 2: Establishing Portfolio
Strategy and Vision - Content
Outline
• - 2.1 Connect Portfolio to Enterprise Strategy
• - 2.2 Develop the Portfolio Vision
• - 2.3 Develop the Portfolio Roadmap
• - 2.4 Execute the Strategic Portfolio Review

6. Lesson 3: Realizing Portfolio Vision
Through Epics - Learning
Objectives
• - Define Portfolio Epics
• - Estimate Epic Costs
• - Explore achieving Portfolio Vision via Lean
Portfolio Principles

7. Lesson 3: Realizing Portfolio Vision
Through Epics - Content Outline
• - 3.1 Define Portfolio Epics
• - 3.2 Decompose Epics into Program or
Solution Epics
• - 3.3 Adapt Lean Business Case
• - 3.4 Estimate Epic Costs
• - 3.5 Achieving Portfolio Vision through Lean
and LPM

8. Lesson 4: Establishing Investment
Funding - Learning Objectives
• - Establish Lean Budget Guardrails
• - Conduct Strategic Portfolio Review and Sync
• - Establish Value Stream Budgets via
Participatory Budgeting

9. Lesson 4: Establishing Investment
Funding - Content Outline
• - 4.1 Lean Budgeting and Financial
Management
• - 4.2 Lean vs. Traditional Budgeting
• - 4.3 Prioritizing Initiatives
• - 4.4 Lean Budget Guardrails and Strategic
Budget Allocation
• - 4.5 Participatory Budgeting
• - 4.6 Dynamic Funding for Changing Needs

10. Lesson 5: Managing Portfolio Flow
- Learning Objectives
• - Establish Flow with Portfolio Kanban
• - Manage Portfolio Flow and Eliminate Waste
• - Sequence Epics using WSJF

11. Lesson 5: Managing Portfolio Flow
- Content Outline
• - 5.1 Portfolio Kanban
• - 5.2 Identifying Bottlenecks and Delays
• - 5.3 Importance of Flow in Lean
• - 5.4 Key Flow Metrics: Cycle Time, Lead Time,
Throughput, WIP
• - 5.5 Tracking and Optimizing Flow

12. Lesson 6: Applying Agile Portfolio
Operations - Learning Objectives
• - Identify and Map Value Streams
• - Prioritize Based on Business Value
• - Describe Value Stream Coordination
• - Support Program Execution and Operational
Excellence

13. Lesson 6: Applying Agile Portfolio
Operations - Content Outline
• - 6.1 Importance of Value Streams
• - 6.2 ISPMO’s Value Streams – Identifying Flow
• - 6.3 Mapping Value from Idea to Delivery
• - 6.4 Identifying Bottlenecks and Inefficiencies
• - 6.5 Value Stream Coordination
• - 6.6 Supporting Execution and Excellence

14. Lesson 7: Applying Lean
Governance - Learning Objectives
• - Measure Lean Portfolio Performance
• - Develop LPM Metrics
• - Discuss Portfolio Sync
• - Coordinate Continuous Improvement
• - Understand Roles and Responsibilities

15. Lesson 7: Applying Lean
Governance - Content Outline
• - 7.1 Measure LPM Performance
• - 7.2 Establish LPM Metrics
• - 7.3 Technology Business Management (TBM)
and LPM
• - 7.4 Portfolio Risk and Compliance
• - 7.5 Roles and Responsibilities in LPM