This workshop is designed to help senior leaders understand the main concepts of Lean Portfolio Management and determine an implementation plan for how they can start rolling out key portfolio practices.

Leaders will assess their current portfolio management capabilities, establish desired outcomes for maturing their portfolios and learn how the different lean portfolio practices and patterns can help them solve real-world business problems.

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Workshop Duration

1 day

Facilitation Method

On-site or Virtual Delivery Available

  • Understand the fundamentals of Lean Portfolio Management (LPM)
  • Learn how to align your organization to business outcomes
  • Learn principles for balancing capacity & demand
  • Recognize the power of enterprise visualization
  • Learn how an LPM team can help optimize portfolio execution
  • Utilize an LPM baseline assessment to understand our current portfolio maturity
  • Build an implementation plan for rolling out Lean Portfolio Management in your organization
Portfolio Health Radar


  • Align on challenges we’re solving for
  • Enabling business agility through LPM
  • Outcomes based planning
  • Organization alignment
  • Value-based prioritization


  • Balancing capacity & demand
  • Outcomes & obstacles transparency through visualization
  • LPM team structure & cadence
  • LPM baseline assessment
  • Build an implementation plan

Senior Executives, Portfolio Leaders and other Business or IT Leaders who are looking to improve their portfolio management practices.