Lean Portfolio Management
Improving Portfolio Agility w/ SAFe LPM
Are traditional portfolio-level processes and behaviors your most significant impediment to agility? Your organization invested in transformation — but the portfolio layer is still running on bureaucracy.
The Approach
LPM Focused on the Right Interventions
SAFe LPM for people who like to color outside the lines
As the world's only SAFe Fellow who is also a Professional Scrum Trainer, I bring a unique intersection of expertise that reduces the risk of SAFe/LPM mechanics theater — focusing on the WHY, not just the WHAT.Strategize — Create focus
Identify the few strategic bets and choices. Clarify them using Strategic Themes and OKRs so the whole portfolio has clear direction.
Organize — Enable effective collaboration
Reflect on how to effectively organize to make it easy to explore and deliver on strategic priorities — creating portfolios and value streams organized around value.
Operate — Visualize and accelerate flow
Visualize, manage, and accelerate the flow of the most significant strategic initiatives using a Portfolio Kanban.
Outcome Orientation — Evidence-informed mindset
Adopt an evidence-informed operating system where initiatives are aligned around outcomes, measured using OKRs, and investments are efficient through continuous discovery.
What Makes This Different
A Pragmatic, Principled Approach to LPM
If you want to learn LPM purely by the book with more focus on WHAT than WHY — I'm not the right fit. If you want principled understanding and real application, we should talk.
If the SAFe LPM certification exam matters more to you than actually applying LPM — we're probably not a match. I care about outcomes, not credentials.
I bring enterprise Kanban, evidence-based management, evolutionary change leadership, and complementary frameworks — not SAFe LPM in isolation.
Credentials
A Unique Combination of Expertise
One of a small number of SAFe Fellows globally — recognized for deep expertise and contributions to the SAFe community.
Scaled Agile Program Consultant Trainer — able to certify others in the SAFe curriculum.
The world's only SAFe Fellow who is also a PST — bringing both perspectives to every engagement.
Ready to bring real agility to the portfolio level?
Ideal for innovators, early adopters, and pragmatic, proactive tweakers who want to apply LPM intelligently — not just by the book.