SAFe Assessments
Lean Portfolio Management
The SAFe Lean Portfolio Management (LPM) Assessment enables organizations to evaluate and enhance their ability to align strategic vision with operational execution.
Organizing Portfolios
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Lean-Agile Procurement
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Validating Investment Opportunities
See Disciplines
The SAFe Lean Portfolio Management (LPM) Assessment
Each assessment below describes a set of knowledge, skills, and techniques required to achieve mastery in an area of Lean Portfolio Management. They provide the necessary information, learning resources, and practical application guidance needed to support success. These competencies represent the most up-to-date understanding of the Lean Portfolio Management Discipline. As new ways of working emerge, the competencies will evolve over time.
Organizing Portfolios
We struggle to execute our desired strategy across the existing portfolio structures.
Lean-Agile Procurement
Our partner selection processes are slow, siloed, and misaligned with evolving business needs.
Coming soon...
Validating Investment Opportunities
We often make investment decisions that lead to unrealized value and wasted effort.
Coming soon...
Formulating Portfolio Strategy
We don't have a clear and compelling strategy that aligns our workforce and helps us win in the market.
Coming soon...
Lean Budgeting & Capacity Planning
We have slow, project-based funding not suited to accelerating value delivery and being responsive to change.
Coming soon...
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Enterprise Architecture
Our inconsistent technology and design choices create duplicated technical efforts, poor user experiences, and increased costs.
Coming soon...
Managing Strategic Initiatives
We struggle to balance immediate needs with strategic initiatives, leading to inefficient delivery of the most critical portfolio work.
Coming soon...
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Portfolio Flow
We experience delays in the delivery of our portfolio work, resulting in missed market opportunities.
Coming soon...
Value Stream Coordination
We are unable to effectively manage the coordination and delivery of cross-cutting initiatives.
Coming soon...
Agile Portfolio Operations
Our portfolio leadership and portfolio stakeholders are not able to make data-driven decisions in a timely manner.
Coming soon...
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Lean Governance
Our approach to governing spend, compliance, audit, and other key activities is slow and outdated.
Coming soon...
Measuring Portfolio Performance
We struggle to measure and report the value of our portfolio investments over time.
Coming soon...
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Integrating Suppliers
We are not aligned to a common way of working with our critical suppliers.
Coming soon...
Sample Questions
Strategy and Investment Funding
We have a clearly defined Portfolio strategy.
Strategy and Investment Funding
We respond quickly to changes that require our Portfolio strategy to be updated.
Strategy and Investment Funding
We balance Solution investments across various horizons to maintain a sustainable growth trajectory.
Agile Portfolio Operations
Our Epic Owners proactively manage Epics through their lifecycle.
Agile Portfolio Operations
We support Agile Release Trains (ARTs) in moving towards objective measures of progress.
Agile Portfolio Operations
We proactively coordinate the delivery of Epics that cross multiple Development Value Streams.
Lean Governance
We dynamically adjust the funding for each Development Value Stream to meet current needs.
Lean Governance
Our KPIs represent health metrics for measuring business performance.
Lean Governance
We measure Epic flow time to identify impediments in the process.
Why Use the SAFe LPM Assessment?
Connect Strategy to Execution
Evaluate how effectively your portfolio strategy aligns with the broader enterprise strategy, ensuring that all investments contribute meaningfully to organizational goals.
Optimize Portfolio Operations
Gain insights into Agile portfolio operations, with a focus on managing development value streams and epics, prioritizing operational efficiency and responsiveness.
Lean Governance
Assess the strength of governance practices, emphasizing a dynamic approach to budgeting, forecasting, and performance measurement.
Improved Alignment
Helps connect strategy with practical execution by guiding teams in aligning portfolio operations with strategic objectives.
Agility and Responsiveness
The LPM Assessment encourages a dynamic approach to governance and investment, ensuring resources are used effectively and adaptively.
Actionable Insights
Feedback from the assessment provides clear guidance on areas for improvement, supporting Agile transformation and continuous improvement.