The Agile Portfolio Manager: Advanced Lean-Agile Practices with Drew Clark

What You Will Learn

Upon completion of this training, learners will be able to: 

  • Demonstrate how to quantify business value and prioritize work.
  • Design an agile approach to portfolio management—from strategic themes to a portfolio Kanban to delivery, as a continuously repeatable process.
  • Examine real-world case studies of agile success in portfolio management and how to apply it to the business and the role of agile portfolio manager.


The transition from project-centric portfolio management toward customer-centric product, service, and value streams is accelerating with every agile implementation in IT, as IT drives everything we touch. This training will focus on balancing long-term strategy with the ever-changing demands of your customers and new organizational agile capabilities. Industrial-age portfolio processes are no match for the dynamics and demands of value creation in today's “creative economy.” 

An agile enterprise requires agile approaches to portfolio management as well as portfolio managers knowledgeable in agile practices. This training will examine practices derived from the most successful agile frameworks in use, such as Scaled Agile Framework for the Enterprise (SAFe®), Disciplined Agile® Delivery (DAD), Large Scale Scrum (LeSS), Scrum@Scale, and DA FLEX.

This training is based on real-world implementations and provides a playbook for traditional program and portfolio managers to align their practices to support the agile enterprise transformation that is most likely already in progress. It bridges the gap between the traditional static roadmaps and the dynamic backlogs used by hyper-productive value stream teams.

We will focus on the implementation of a Lean portfolio management process aligned to strategic themes and derived value streams. You will learn how to quantify business value for ranking portfolios. We will concentrate on practices that translate the strategic and customer voices from personas and customer journeys all the way to minimum viable product (MVP) roadmaps, and ultimately, actionable backlogs utilizing minimum business increments (MBIs). Together, we will develop advanced practices that balance the strategic long-term objectives with the new-found agility as part of an agile enterprise transformation. Drop the 5-year roadmap for a day and join us to learn what's next. You won't find this stuff in books—not yet anyway.

I was able to get valuable information from the training that I will use professionally. Drew was also very professional, knowledgeable, and an excellent instructor.

The instructor gave great examples to tie in key themes explored in the Agile Program Management course discussion. I found it easy to understand and follow at my career level. This training made me excited to be a part of the PMI network and invest in more continuing education classes/conferences.

Drew is very knowledgeable with the content in the course and provides tangible examples from his professional experience throughout the course.

PDU Allocation Table

The table below displays the number of professional development units (PDUs) awarded for each PMI® credential, as they align to the PMI Talent Triangle®. Power Skills and Business Acumen PDUs apply evenly across all credentials and Ways of Working PDUs apply only to specific credentials. PDUs will be added in full to all eligible credentials. *Please note that the asterisked row below applies to the PMI® Agile Certification Journey and includes Disciplined Agile® Scrum Master (DASM), Disciplined Agile® Senior Scrum Master (DASSM), Disciplined Agile® Coach (DAC), and Disciplined Agile® Value Stream Consultant (DAVSC) certifications.
Ways of Working Power Skills Business Acumen Total
CAPM® / PMI-CP™ / PMP® / PgMP® 3 1 10 14.00
PMI-ACP® / Agile* 3 1 10 14.00
PMI-SP® 3 1 10 14.00
PMI-RMP® 3 1 10 14.00
PfMP® 3 1 10 14.00
PMI-PBA® 3 1 10 14.00
Ways of Working Power Skills Business Acument Talent Triangle



Drew Clark

Drew Clark is currently the Enterprise Agile Transformation Coach at Universal Orlando Resort where he manages a team of Scrum Masters and Agile Professionals in career growth and the continuous adoption of the Agile mindset and methods, and the expansion of an Lean-Agile Center of Excellence to bring agility to the entire organization, within IT and beyond.

He has been an Agile Transformation consultant in industries such as Banking, Video Games, Insurance, Telecom and Entertainment. Drew has worked with all four major Agile consulting firms, helping organizations adopt the Agile values and working methods to achieve business and technical agility. Throughout his 20+ year in IT and Software Development, Drew has mentored over 100 Agile Teams through coaching, training and certification, along with Program and Portfolio-level Agile adoptions.

Drew is a Scaled Agile Framework for the Enterprise implementation consultant as well as a PMI certified PMP and ACP. Drew is an evangelist for the Agile values and principles as the method of culture-based Enterprise Agile Transformation strategies. His focus is on collaboration and the constant delighting of customers through frequent delivery of Products and Projects.

Training Information

24 - 25 June 2024
2 Days


Member Price
(US$1385.00 before 13 May)
Nonmember Price
(US$1585.00 before 13 May)
Government Price
Student Price

Not a PMI Member?

Become a member and take advantage of the knowledge and networking available near you through local PMI chapters.

Join PMI