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Writer's pictureAmogh Joshi

New SAFe Lean Portfolio Management 5.0.X

Updated: Dec 26, 2022

Two days training with certification by #scaledagile with an optional third-day workshop


“Most strategy dialogues end up with executives talking at cross-purposes because nobody knows exactly what is meant by vision and strategy, and no two people ever quite agree on which topics belong where. That is why, when you ask members of an executive team to describe and explain the corporate strategy, you frequently get wildly different answers. We just don’t have a good business discipline for converging on issues this abstract.” —Geoffrey Moore, Escape Velocity


The Lean Portfolio Management competency aligns strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. It is one of the seven core competencies of the Lean Enterprise, each of which is essential to achieving Business Agility. Each core competency is supported by a specific assessment, which enables the enterprise to assess their proficiency.




Why Lean Portfolio Management?


Traditional approaches to portfolio management were not designed for a global economy or the impact of digital disruption. These factors put pressure on enterprises to work under a higher degree of uncertainty and deliver innovative solutions much faster.


Three dimensions of SAFe Lean Portfolio Management


  1. Strategy & Investment Funding ensures the entire portfolio is aligned and funded to create and maintain the solutions needed to meet business targets.

  2. Agile Portfolio Operations coordinates and supports decentralized program execution and fosters operational excellence.

  3. Lean Governance is the oversight and decision-making of spending, audit and compliance, forecasting expenses, and measurement.

Measure Portfolio Performance


Each portfolio must establish the minimum metrics needed to ensure:

  1. Strategy implementation

  2. Spending aligns with the agreed boundaries

  3. Results are continually improving, without overly detailed oversight of feature implementation by ARTs


Source - https://www.scaledagileframework.com/lean-portfolio-management/




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