SAFe Program Assessment

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1 SAFe Program Assessment Diagnos(cs and Improvement Approach Lean + Agile Assessment 1

2 Overview LitheSpeed consultants have worked with many large-scale agile implementa(ons over a 12+ year (mespan: Capital One Na(onwide Wes(nghouse Nuclear Power Freddie Mac DHS / US Ci(zenship and Immigra(on Services Fannie Mae IRS Others We have worked with a variety of scaling methodologies including SAFe, DAD, and many customized scaled approaches. Lean + Agile Assessment 2

3 SAFe Assessment Approach Lean + Agile Assessment 3

4 Assessment Goals Build on exis(ng success with SAFe at the Team, ART, Program, and Organiza(onal levels Educate leadership on improvement opportuni(es Facilitate organiza(onal change by giving team members a voice Provide neutral perspec(ve based on strong past experience with scaling agile in large organiza(ons Lean + Agile Assessment 4

5 Assessment Process LitheSpeed will use the following techniques in order to get both objec(ve & anecdotal data Face to face interviews with key personnel Team visits to witness key ceremonies & PI synch points PI planning ayendance to gauge effec(veness Survey Monkey to focus in on client-specific issues Customized subset of SAFe Program metrics Customized based upon client focus areas Provide dra\ outline of findings and recommenda(ons to the sponsor for feedback Present final Assessment Findings and Recommenda(ons to leadership/management Lean + Agile Assessment 5

6 Sample Ques(onnaire Results (customizable) Stakeholders are well prepared and in alignment for PI Planning PI planning events are effec(ve in developing high level plans Dependencies are well thought out and managed We are able to consistently predict our deliveries We integrate across teams and ARTs frequently We have most of whom we need for PI planning We prac(ce scrum-of-scrums and it is effec(ve TRUE More True than False More False than True FALSE Our stories are right-sized so as to be achievable within a sprint 0% 20% 40% 60% 80% 100% Lean + Agile Assessment 6 6

7 Sample Ques(onnaire Results (customizable) Releases are small & frequent and deliver as planned Compiling, integra(ng, and deploying are rela(vely painless We spend more (me upda(ng our automa(on test coverage than manually tes(ng Defects are rarely categorized and priori(zed because we always fix them Equal considera(on is given to building the product RIGHT and building the right product Our consistently perform system demos and they are effec(ve We leave buffer for innova(on, experimenta(on, and learning TRUE More True than False More False than True FALSE We always perform the Inspect & Adapt step and the outcomes become items in our backlogs 0% 50% 100% Lean + Agile Assessment 7 7

8 SAFe Program Metrics (Customized To Client Situa2on) Lean + Agile Assessment 8

9 Process Health Check Outline The Findings Team, ART, and Program Levels Team agile prac(ces Areas of common frustra(on Quality issues Communica(ons and collabora(on Achievable stories PI Planning Effec(veness Cross-team alignment and working rela(onships Dependency Management Integra(on effec(veness Inspect & Adapt Effec(veness System Engineering and Architectural Effec(veness Value Stream and Porgolio Levels Predictability and consistency of delivery Appropriate business support Clear PI objec(ves Achievable commitments Effec(ve solu(on engineering Effec(ve release management Alignment on strategic themes and business epics Effec(ve road mapping Effec(ve supplier and partner integra(on Management level Inspect & Adapt Process Honoring Porgolio backlog WIP Limits Lean + Agile Assessment 9

10 Example Interview Quotes Our leadership gives us conflic>ng goals Everything can not be a priority one We are not good at predic>ng dependencies Installs are s>ll error prone Product is technologically old and hard to maintain Teams are loyal to their products/ systems Churn is the biggest hindrance to Agile As a shared service we are the last to know about release requirements We don t really do anything with our retrospec>ve We hope to get a Pri-1 so we can get an expedited release Lean + Agile Assessment 10

11 Collaborate on Solu>ons Lean + Agile Assessment 11

12 Collabora(ve Solu(ons Avoid ivory-tower / book solu(ons by working with key stakeholders to discover what is and is not possible Present our solu(on ideas to various stakeholders Hear stakeholder s ideas on how to address issues Discuss viability of all ideas Discuss op(ons for addressing areas of concern Converge on solu(ons that could work in this par(cular organiza(on and with this par(cular group of people Lean + Agile Assessment 12

13 Make Recommenda>ons Lean + Agile Assessment 13

14 Make Recommenda(ons 1 Around Process Management & Delivery 2 Around Organiza>onal Management & Scaling 3 Around Product Management & Innova>on 4 Around Technical Excellence Lean + Agile Assessment 14

15 Process Management & Delivery 1 Balancing Team Process Consistency & Autonomy 2 Improve PI Planning Events 3 Establishing Common Tool and Team Metrics 4 Establishing a Disciplined Inspect & Adapt approach 5 Improve ART alignment and collabora(on 6 Improve ART quality and consistency 7 Release Management Lean + Agile Assessment 15

16 Management & Scaling 1 Improve Agile Porgolio Management Capability 2 Examine value-stream integra(on, alignment 3 Improve business and execu(ve support and effec(veness 4 Examine Teams alignment to Porgolios 2 Examine enterprise and system architecture 3 Support a Culture of Innova(on, Quality & Learning Lean + Agile Assessment 16

17 Product Management 1 Manage and Align Value Delivery at Porgolio and Value Stream Levels 2 BeYer manage dependencies, suppliers, partners, and customers 3 Integrate Lean Product Discovery + Agile Delivery Process 4 Right-sized epics/features/stories Lean + Agile Assessment 17

18 Technical Excellence 1 Raise Engineering and Test Prac(ces Discipline 2 Establish Quality Metrics for Teams 3 Increase use of DevOps and Virtualiza(on techniques 4 Architecture planning and implementa(on 5 Improve Environment constancy and Availability Lean + Agile Assessment 18

19 Sample Ac(vi(es Timeline Ac>vi>es Descrip>on Timeline Assessment Kickoff Sponsor Check-ins Project Delivery Process Interviews Ceremony Reviews Prepare for SAFe Assessment by defining desired outcomes and sepng ini(al context for the assessment Provide incremental progress reports and requests, adap(ng approach in real-(me as necessary Conduct interviews with developers, testers, business analysts, project managers, and business stakeholders to iden(fy strengths and constraints Observe key team ceremonies such as PI Planning, sprint planning, daily standup, retrospec(ves, and demos to document and track improvement areas ½ Day (First Day) 30 min each day Mul(ple 45 min interviews As Available Team and Train Management Interviews Conduct interviews with RTE, System Architects, Scrum Masters, Product Owners,. Mul(ple 45 min interviews Execu>ve Interviews Conduct interviews with business and IT execu(ves Mul(ple 45 min interviews Data Gathering Gather data from Scrum Masters, RTEs, Product Owners etc as needed based upon input and feedback heard so far 2-3 days Develop Candidate Solu>ons Discuss ideas and poten(al solu(ons with key stakeholders. Gather feedback, alterna(ves, and risks. Iterate on solu(ons with stakeholders un(l workable and effec(ve solu(ons emerge 2-3 days Facilitated Debrief Summarize and present to stakeholders findings and recommenda(ons for short-term and long-term improvement ½ Day (Final Day) Lean + Agile Assessment 19

20 LitheSpeed Lean + Agile Assessment 20

21 Management Consul(ng: SAFe Agile Transforma(on SAFe Agile transforma(ons begin with strategic planning to assess the current state and prepare the organiza(on for the transforma(on. We will help you select an ini(al pilot program to implement the proposed approach and then evolve the approach before rolling out to addi(onal teams, and ul(mately, throughout the enterprise. Key Ac>vi>es: Work with management team on strategy and goal-sepng Help establish process scaling framework Integrate Agile metrics with exis(ng or new program metrics Set up transforma(on backlog to priori(ze strategic items and meet transforma(on goals Establish an Agile transforma(on team to help drive the ini(a(ve Lean + Agile Assessment 21

22 Management Consul(ng: Porgolio Management & Governance Setup We will help transi(on governance structures toward lighter-weight, Agile governance best prac(ces. Addi(onally we will help to align teams with broader porgolio goals to manage dependencies and op(mize value streams. Key Ac>vi>es: Define a porgolio management and repor(ng strategy for scaling Agile Establish a Porgolio Coordina(on Team Assist in the crea(on of Agile SDLC ar(facts and processes Lean + Agile Assessment 22

23 Management Consul(ng: Lean Organiza(onal Development Agile transforma(ons impact all levels of the enterprise. O\en (mes, Agile transforma(ons require a cultural shi\ from authority-based to responsibility-based management, i.e. Lean management. We will work with execu(ves and middle management to establish Lean management prac(ces that empower individuals and teams to make decisions, self-organize, and drive con(nuous improvement. Key Ac>vi>es: Assist in the implementa(on of Lean management prac(ces Establish Kaizen/A3 con(nuous improvement processes Help establish Lean + Agile Standardized Work procedures and prac(ces for teams Create an internal coaching and mentoring capability or Agile Center of Excellence (COE) to ensure long term organiza(onal success Lean + Agile Assessment 23

24 Agile Team and ART Coaching LitheSpeed Agile team coaches focus on People, Processes, and Products to apply a holis(c and comprehensive approach. LitheSpeed coaches work at the tac(cal level to help ins(ll Agile prac(ces within teams, build Agile competency among team members, and improve Agile engineering skills and methods. Key Ac>vi>es: Process Coaching Facilitate backlog genera(on & story refinement Facilitate team kickoff and project discovery Facilitate and lead Agile/Scrum events Engineering Coaching Work with teams to establish con(nuous integra(on, test driven development, automa(on, code quality metrics, etc. Methodology & ScrumMaster Support Facilitate daily standups & track Agile metrics Document Agile team processes Set up Agile tools Lean + Agile Assessment 24

25 Lean Product Management Innova(on Consul(ng The Lean product development approach has proven to be an effec(ve way to use validated learning to determine what products and product features your customers value. We will help your organiza(on and teams systema(cally apply the Build-Measure-Learn cycle to bootstrap product development and create product roadmaps and business requirements that are truly aligned with end-user needs. Key Ac>vi>es: Sepng up clear, short-term experiments using the popular Lean Canvas tool Structuring direct customer interac(on through systema(c customer interviews Release planning informed by both qualita(ve & quan(ta(ve feedback through the design of ac(onable metrics Developing a dynamic product roadmap in condi(ons of high uncertainty Genera(on of user stories and acceptance criteria directly evolved from the above data Lean + Agile Assessment 25

26 Training and Coaching op(ons All Team Members Product Owner, Proxies and Crea(ve Technology, Dev and QA ScrumMaster and PMs Training SAFe for Teams Training Core Training: Agile + Lean Overview Agile Kickoff Bootcamp Kanban Training SAFe PM/PO Training Cer(fied Product Owner Lean Product Innova(on Workshop Agile Engineering Workshop Agile Engineering and Automated Tes(ng Agile Tes(ng Overview Tes(ng Tools & Roles SAFe Advanced SM Training Cer(fied Scrum Master Coaching Workshop Coaching Agile Dual Track Process Agile Key Event and Process Retrospec(ve and Con(nuous Improvement User Story Wri(ng Discovery Sufficient Documenta(on Lean UX Con(nuous Integra(on Automated Tes(ng Dev Ops TDD Agile Es(ma(on Agile Management and Governance Agile Project/Program Metrics Agile Porgolio Management Lean + Agile Assessment 26

27 Training at a glance Cer>fica>on Training: Cer(fied ScrumMaster Cer(fied Scrum Product Owner Cer(fied Scrum Developer PMI Agile Cer(fied Prac((oner Leading SAFe (SAFe Agilist Cer(fica(on) SAFe for Teams (SP Cer(fica(on) SAFe Advanced Scrum Master Training (SASM Cer(fica(on) SAFe PM/PO Training (PMPO Cer(fica(on) ICAgile Cer(fied Agile Professional Lean + Agile Assessment 27

28 Training at a glance Addi>onal Training Op>ons: DevOps Jump Start Agile Team Workshop Execu(ve Orienta(on to Agile Organiza(onal Orienta(on to Agile Agile Engineering and Tes(ng Workshop Agile Engineering for Managers Product Discovery Workshop Agile Requirements Workshop Lean + Agile Assessment 28

29 Contact Us Roland Cuellar ( kway-are ) VP and Principal Consultant Roland.Cuellar@LitheSpeed.com Sanjiv Augus(ne President and Founder Sanjiv.Augus(ne@LitheSpeed.com "I only wish I had read this book when I started my career in so\ware product management, or even beyer yet, when I was given my first project to manage. In addi(on to providing an excellent handbook for managing with agile so\ware development methodologies, Managing Agile Projects offers a guide to more effec(ve project management in many business sepngs." John P. Barnes, former Vice President of Product Management at Emergis, Inc. Lean + Agile Assessment 29