Lean Portfolio Management: Strategy, Investment Funding, Flow and Governance

A two-day program for connecting enterprise strategy with portfolio execution through value streams, Lean budgeting, Portfolio Epics, Portfolio Kanban, WSJF and Lean governance.

Course Summary

This two-day online program enables leaders and portfolio professionals to apply the principles of Lean Portfolio Management (LPM) across strategy, investment funding, portfolio operations and governance.

Participants learn how to move from traditional project-based portfolio management and annual project funding towards a value-oriented operating model. The program covers Portfolio Vision, Portfolio Roadmaps, Portfolio Epics, the SAFe Lean Startup Cycle, Lean Budget Guardrails, Participatory Budgeting, Portfolio Kanban, WSJF prioritisation, Agile Portfolio Operations and Lean Governance.

Scenario-based discussions and application exercises help participants connect portfolio-level decisions with value-stream execution and develop an initial approach for implementing LPM within their organisation.

Who Should Attend

  • Portfolio and Program Management Leaders
  • Enterprise and Business Strategy professionals
  • PMO and Transformation Office teams
  • Business and Technology Leaders
  • Product and Value Stream Leaders
  • Finance and Investment Governance professionals
  • Agile Coaches and SAFe practitioners
  • Agile Release Train leaders
  • Enterprise Architects
  • Digital Transformation teams
  • Leaders responsible for strategic planning, prioritisation and portfolio governance

Business Outcomes

Participants will be able to:

  • Connect portfolio strategy with enterprise strategy.
  • Organise investments and initiatives around value streams.
  • Develop and maintain a Portfolio Vision and Portfolio Roadmap.
  • Define, analyse and manage Portfolio Epics.
  • Apply Lean Startup principles to high-investment initiatives.
  • Improve alignment between strategic priorities and investment decisions.
  • Apply Lean Budget Guardrails and Participatory Budgeting concepts.
  • Visualise and manage work through the Portfolio Kanban.
  • Prioritise Epics using WSJF and economic considerations.
  • Connect portfolio decisions with Agile Release Train execution.
  • Establish meaningful portfolio-performance measures.
  • Balance compliance, governance and business agility.
  • Develop an initial roadmap for LPM implementation.

Course Content

Meet Your Instructor
Offered by Huksa, this L&D program is led by elite industry veterans—CXOs and Functional Heads with 25+ years of deep-domain expertise. You have the flexibility to customize the curriculum, select your preferred expert, and align the program to your organization’s specific objectives. Connect with the Huksa team to explore our array of top-tier trainers available for this course!
₹1,40,000
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This course includes:
  • Lessons 20
  • Topics 169
  • Duration 2 Days
  • Quizzes 0
  • Language English
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