This is a facilitated team visioning workshop where portfolio and product leaders will determine the right structure, skills and people to form a Lean Portfolio Management (LPM) team to lead the ongoing activities for their portfolio.

The outcomes for this workshop will be clear guidelines on how the LPM team can best serve the portfolio, what skills and capabilities will be needed, a cadence of routines for the team to work under, defined measures of success, the potential team members and the estimated capacity required to fill the responsibilities of the team.

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Workshop Duration

1 Day

Facilitation Method

On-site or Virtual Delivery Available


  • Org and team design overview
  • Review LPM team structure & roles
  • How to optimize for FLOW
  • LPM team planning cadence and routines


  • Design your LPM team(s)
  • Define what success looks like
  • Determine capacity guidelines
  • Risks & change management

Who Should Attend

Portfolio, Product, Technology and other leaders who have an input into the design and structure of the LPM team.