Scaled Agile Framework (SAFe) Lean Portfolio Management Practice Exam

The function of strategy and investment funding that occurs during the portfolio sync is evaluating Epic proposals. This stage is crucial for aligning investments with the strategic objectives of the organization. During the portfolio sync, stakeholders come together to review potential Epics—significant initiatives or projects that require funding and support. Evaluating these proposals means assessing their alignment with the organization's vision and strategic goals, understanding the expected value they will deliver, and determining their feasibility. This process allows for prioritization, ensuring that the most valuable and strategically aligned Epics receive the necessary resources. Finalizing budgets for projects is typically handled in separate budget planning sessions rather than during the portfolio sync. Conducting team retrospectives focuses on continuous improvement at the team level and is not part of portfolio management activities. Setting performance targets usually occurs at the organizational or program level, ensuring that the overall strategy is measurable, but is not directly tied to the activity of the portfolio sync itself. Thus, evaluating Epic proposals is the key activity that aligns with the objectives of the portfolio sync.