Course Content
01Module 1: LPM context and responsibilities
Understand the three LPM dimensions and how portfolio leadership supports strategy, execution, operations, and governance.
- LPM dimensions
- Portfolio roles
- Business agility
- Value streams
- Decision horizons
02Module 2: Strategy and portfolio vision
Assess current state, define future state, and translate enterprise strategy into strategic themes and measurable outcomes.
- Portfolio canvas
- SWOT and TOWS
- Portfolio vision
- Strategic themes
- OKRs
- Roadmaps
03Module 3: Portfolio epics and flow
Use hypotheses, Lean business cases, MVPs, and Portfolio Kanban to evaluate and sequence significant investments.
- Epic hypothesis
- Lean business case
- MVP
- Portfolio Kanban
- WSJF
- Pivot, persevere, or stop
04Module 4: Lean budgets and guardrails
Fund value streams, establish spending policies, and use participatory budgeting and guardrails to decentralize decisions responsibly.
- Value-stream funding
- Lean budgets
- Guardrails
- Participatory budgeting
- Capacity allocation
05Module 5: Agile portfolio operations and Lean governance
Coordinate strategy execution through an APMO, communities of practice, forecasting, compliance, suppliers, and outcome measures.
- Agile PMO
- Communities of practice
- Forecasting
- CapEx and OpEx
- Compliance
- Portfolio KPIs
06Module 6: LPM adoption and continuous improvement
Assess current portfolio practices, design the adoption plan, and measure progress through iterative improvement.
- LPM assessment
- Adoption roadmap
- Change leadership
- Improvement backlog
- Measure and grow