Scaled Agile Framework (SAFe) Lean Portfolio Management Practice Exam

During which state of the Portfolio Kanban should the Lean business case be created?

1. Initiating

2. Analyzing

3. Implementing

4. Concluding

The correct answer is: Analyzing

Creating the Lean business case occurs during the Analyzing state of the Portfolio Kanban. At this stage, ideas have been captured and are being evaluated to determine their viability and alignment with strategic objectives. The purpose of the Lean business case is to articulate the value, costs, potential return on investment, and other critical factors that will inform decision-making regarding which initiatives to pursue. In the Initiating state, ideas are being gathered and identified, but detailed analysis has not yet been performed. The Implementing state focuses on executing already approved initiatives, and the Concluding state is concerned with finalizing and reviewing completed work. Therefore, the Analyzing state is the most appropriate phase for developing a comprehensive understanding of potential investments through the Lean business case, ensuring that decisions are data-driven and aligned with portfolio strategies.