SAFe® 4.0 Program Portfolio Management (PPM) Workshop Toolkit


In this two-day workshop toolkit, attendees will gain the tools and techniques necessary to organize around value for optimal business results, implement Lean-Agile Program Portfolio Management, Governance and Budgeting. You will also learn how to use and implement the Portfolio Kanban system to accelerate value flow to the programs.

Attendees will leave with a set of SAFe practices that accelerate Value Flow and support Lean-Agile Program Portfolio Management, Lean-Agile Budgeting and Software Capitalization, and Agile Lifecycle Governance.


The following individuals will benefit from this workshop:

  • Executives and Leaders, CIOs, CEOs, CFOs, CTOs and VPs
  • Line of Business Owners
  • Product/Program Directors, Lean-Agile Leaders
  • Agile PMO and Agile change agents
  • Portfolio Managers and Enterprise Process Leads
  • Enterprise Architects

Learning Goals

After this workshop, you should be able to:

  • Adopt a Lean-Agile Mindset
    • Be a Lean-Agile Leader
    • Apply SAFe Principles to your Portfolio
    • Lead the Change
  • Manage Portfolio Context
    • Connect to your Enterprise Strategy
    • Build your Portfolio Vision
  • Embrace Lean-Agile Budgeting Practices
    • Exercise Governance with Dynamic Budgeting
    • Apply Lean-Agile Forecasting
    • Integrate Innovation Accounting
    • Support Agile development capitalization strategies
  • Drive the Portfolio Kanban
    • Optimize flow through Business and Enabler Epics
    • Identify an Economic Framework for decision-making
    • Explore SAFe Portfolio roles
    • Build and experience your Portfolio Kanban
  • Execute Portfolio Flow
    • Adopt Life-Cycle Governance
    • Steer the Portfolio
    • Encourage incremental development
    • Coordinate your Portfolio

Topics Covered

  • Lead with a SAFe Portfolio Mindset
  • Manage Portfolio Context
  • Embrace Lean-Agile Budgeting Practices
  • Drive the Portfolio Kanban
  • Execute Portfolio Flow
  • Build the Implementation Roadmap


  • Leading SAFe or SAFe Program Consultant Certification Required
  • SAFe Value Stream Workshop highly recommended

SAFe Certification Provided from this Workshop