SAFe® 5 Lean Portfolio Management SAFe® 5 Lean Portfolio Management Financial Management & Budgeting 2

Question 1

Which SAFe® 5 role is primarily responsible for managing and communicating the Lean Budget for a Value Stream?

Accepted Answer

Business Owners and Value Stream leadership collaboratively

Answer

Business Owners and Value Stream leadership collaboratively manage and communicate Lean Budgets, ensuring alignment with portfolio objectives.

Question 2

In SAFe® 5, what is a 'Lean Business Case' used for?

Accepted Answer

Providing lightweight justification for a Portfolio Epic before significant investment

Answer

A Lean Business Case provides lightweight justification for investing in a Portfolio Epic, enabling fast Go/No-Go decisions without heavy documentation.

Question 3

What is the primary benefit of moving from project-based funding to Value Stream funding in SAFe® 5?

Accepted Answer

It reduces the overhead of re-budgeting each project and enables continuous delivery of value

Answer

Value Stream funding reduces re-budgeting overhead and supports continuous flow, since the Value Stream persists beyond any single project.

Question 4

In SAFe® 5, what does 'horizon-based portfolio investment' refer to?

Accepted Answer

Balancing investments across different time horizons (current, near-term, and future opportunities)

Answer

Horizon-based portfolio investment balances funding across current operations, near-term growth, and future opportunities to ensure sustainable value delivery.

Question 5

Which metric is most useful for evaluating whether a Lean Portfolio is achieving financial efficiency in SAFe® 5?

Accepted Answer

Flow metrics combined with business outcomes such as realized value vs. investment

Answer

Combining flow metrics with business outcomes (realized value vs. investment) gives the most complete picture of financial efficiency in a Lean Portfolio.

SAFe® 5 Lean Portfolio Management Practice Test

SAFe® 5 Lean Portfolio Management Practice Test

SAFe® 5 Lean Portfolio Management SAFe® 5 Lean Portfolio Management Financial Management & Budgeting 2