Workshop
SAFe Lean Portfolio Management for People Who Color Outside the Lines
For portfolio leaders who want more than a textbook SAFe LPM implementation. Yuval extends the SAFe LPM curriculum with deep lean/agile expertise: helping you make the right choices, not just follow the framework.
The Problem
Is portfolio-level dysfunction your biggest agility impediment?
Your organization spent six figures on agile transformation: yet portfolio-level decisions still look the same
Looking at interactions at the organization level, agility is the last term that comes to mind. The right LPM approach can change that, but only if it is adapted to your context rather than applied from a textbook.Strategy-to-execution gap
Your teams are agile, but the portfolio level still works like a slow bureaucracy: annual plans, annual budgets, and waterfall-style governance blocking the agility you have worked hard to build.
Investment misalignment
Capacity flows to whatever was committed at the last planning cycle rather than to the outcomes that matter most right now. Strategic priorities change but funding does not.
Coordination overhead at scale
Cross-team dependencies are managed through endless coordination meetings and status reports rather than through flow and pull systems.
What You Get
LPM That Actually Fits Your Context
Beyond standard SAFe LPM: extended with lean/agile expertise and practical implementation guidance
All the SAFe LPM content (Portfolio Kanban, Lean Budgets, WSJF, PI Planning context) enriched with Kanban flow thinking, OKRs, and product portfolio management perspectives.
Design a Portfolio Kanban system that makes strategic work visible, limits WIP at the portfolio level, and creates pull-based flow from strategy to execution.
Move from project-based funding to lean budgets that give teams the autonomy to pursue outcomes without losing portfolio-level accountability.
Connect LPM to an OKR-based strategic alignment system, so portfolio investments are clearly tied to the outcomes the business is trying to achieve.
Build the organizational operating system where the right people collaborate closely, integration happens naturally, and autonomy and alignment coexist.
Yuval is a SAFe Fellow AND a Professional Scrum Trainer AND an enterprise Kanban expert. He is the guide agile practitioners trust when learning about SAFe.
Ready to transform your portfolio management?
Start with a discovery call to explore your context, goals, and options: whether you proceed or not, you will likely come away with useful advice for your portfolio agility work.