SAFe Assessment Collection
Lean Portfolio Management
by SAFe
The SAFe Lean Portfolio Management (LPM) Assessment enables organizations to evaluate and enhance their ability to align strategic vision with operational execution. Using Lean principles and systems thinking, this assessment measures competencies in areas such as strategy and investment funding, Agile portfolio operations, and governance, helping enterprises stay adaptive and strategically aligned.
Andrew Sales
Chief Methodologist and SAFe Fellow,
Scaled Agility, Inc.
Dean Leffingwell
Co-founder and Chief Methodologist
Scaled Agility, Inc.
How Does It Work?
The assessment consists of targeted statements and an accessible rating scale from “True” to “False.” This structure allows organizations to rate their alignment with Lean and Agile portfolio principles and receive an actionable score that highlights strengths and areas for improvement.
Key Features of SAFe LPM Assessment
Why Use the SAFe LPM Assessment?
Connect Strategy to Execution
Evaluate how effectively your portfolio strategy aligns with the broader enterprise strategy, ensuring that all investments contribute meaningfully to organizational goals.
Improved Alignment
Helps connect strategy with practical execution by guiding teams in aligning portfolio operations with strategic objectives.
Optimize Portfolio Operations
Gain insights into Agile portfolio operations, with a focus on managing development value streams and epics, prioritizing operational efficiency and responsiveness.
Agility and Responsiveness
The LPM Assessment encourages a dynamic approach to governance and investment, ensuring resources are used effectively and adaptively.
Lean Governance
Assess the strength of governance practices, emphasizing a dynamic approach to budgeting, forecasting, and performance measurement.
Actionable Insights
Feedback from the assessment provides clear guidance on areas for improvement, supporting Agile transformation and continuous improvement.
Sample Questions
Strategy and Investment Funding
We have a clearly defined Portfolio strategy.
Strategy and Investment Funding
We respond quickly to changes that require our Portfolio strategy to be updated.
Strategy and Investment Funding
We balance Solution investments across various horizons to maintain a sustainable growth trajectory.
Agile Portfolio Operations
Our Epic Owners proactively manage Epics through their lifecycle.
Agile Portfolio Operations
We support Agile Release Trains (ARTs) in moving towards objective measures of progress.
Agile Portfolio Operations
We proactively coordinate the delivery of Epics that cross multiple Development Value Streams.
Lean Governance
We dynamically adjust the funding for each Development Value Stream to meet current needs.
Lean Governance
Our KPIs represent health metrics for measuring business performance.
Lean Governance
We measure Epic flow time to identify impediments in the process.