IBM s SAFe Solution Overview Rational Team Concert V6.0 Amy Silberbauer Solution Architect, DevOps Plan & Enterprise Scaled Agile IBM Systems Application Platform & Middleware safeinfo@bg.vnet.ibm.com
IBM s SAFe Support RTC 6.0 Project Area Initialization Work Items & Attributes Plans (Roadmap, Kanban, WSJF Ranked List) Reports Process Guidance 2
SAFe RTC Mapping SAFe Level SAFe Concept RTC Concept Notes Program Roadmap & Vision Plan View Vision can be a tab on the plan editor or it can be reflected in an HTML widget on the dashboard Program Backlog Plan View Program Roadmap Plan View Architectural Plan View Runway Program Epic Work Item Type Epic Type (Business/Architectural) attribute on the Program Epic work item type Feature Work Item Type Feature Type (Business/Architectural/NFR*) attribute on Feature work item type * Non Functional Requirement Program PI Objective Work Item Type PI Objective work item type with Program value for PI Type. Team Story Work Item Type Task Work Item Type Team PI Objective Work Item Type PI Objective work item type with Team for PI Type. Team Backlog Plan View QP Planning Views <All Levels> Role Role Assigned to appropriate Project Area or Team Area Created in the Project Area for the right level 3
SAFe RTC Infrastructure CLM LPA or RTC Project Area SAFe Portfolio (Coming Soon!) RTC Project Area SAFe Program 1 SAFe Program 2 RTC Project Area or Team Area SAFe Team A SAFe Team B SAFe Team C SAFe Team D SAFe Team E Establish new Program with Teams New environments Establish a new Program that tracks work of existing Teams Existing environments 4
FAQs What if I already have established Teams using RTC or third-party tooling? Use the SAFe Program process template to establish a new Program project area. If your Teams have their own RTC project areas already established, track the work of those teams from Features in the Program via the tracks link type. What if I am not moving to RTC V6.0 any time soon? Can I migrate an existing project area to the new SAFe process template? Can I use the SAFe process template and apply my own customizations? What is the advantage of establishing a new environment with the SAFe template? Use the published SAFe RTC Configuration Guidelines document to apply the very same customizations to any other process template already in use in your organization to create the infrastructure, artifacts and plans. No, you will need to use the SAFe RTC Configuration Guidelines described above to apply the SAFe-related customizations. Yes Once you have a project area based on the SAFe process template, you can take advantage of any updates we make to this template going forward. 5
Project Area Initialization SAFe Program Project Area Initializes Program project area SAFe Team Team Areas Initializes two Team Areas: Team 1 (rename) Team 2 (rename) Work Item Categories - Initializes the project area with default categories for Program and Teams: Team 1 (rename) Team 2 (rename) Post-Project Initialization Tasks work item Created to describe the postproject initialization activities to perform Artifacts Initializes the project area with SAFe artifacts and associated dashboards, plans, plan type, and plan views 6
Children [1-M] Tracks [1-M] (cross-project) Children [1-M] Work Item Types Program Epic Risk Defect Feature Story Task Tracks [1-1] Tracks [1-1] Children [1-M] PI Objective [Program] PI Objective [Team] Retrospective Suggested link types/cardinality, not enforced by process State constraints in place (cannot resolve parent unless 7 all of the children are resolved) Children [1-M]
Feature Program Epic Work Flow - Plan Items Funnel Analysis Backlog Closed Draft Reviewed Analyzing Ready (for Approval) Approved Implementing Done New In Progress Done New Implementing Integration Testing Done 8
Risk PI Objective Work Flow Execution Items New Done New Closed New In Progress Done New In Progress Closed 9
Task Story Work Flow - Execution Items (continued) New In Progress Done New In Development In Test Done New In Progress Done New In Development Done 10
Work Item Attributes Program Epic Feature Program Epic/Feature PI Objective Value Statement Epic Type [Business, Architectural] Feature Type [Business, Architectural, NFR] Job Size (1, 2, 3, 5, 8, 13, 20) User/Business Value (1, 2, 3, 5, 8, 13, 20) RR/OE (1, 2, 3, 5, 8, 13, 20) Time Criticality (1, 2, 3, 5, 8, 13, 20) WSJF [calculated] PI Objective Type [Program, Team] Business Value (planned) [1-10] Business Value (actual) [1-10] Planned For, Filed Against 11
SAFe Level Template Name Description Work Item Templates Program Program Initiation Use to create work items applicable when a Program is first initiated Program Increment Use at the start of each Program increment to create work items for the typical program events, activities, requirements and ceremonies Innovation and Planning Use prior to each Innovation and Planning Sprint and for each team to create work items for typical Sprint events Team Development Iteration Use before the start of each development iteration and for each team to create work items for typical iteration events Use work item templates to create the set of tasks related to completion of a SAFe ceremony, event or activity Tasks provide links to in-context guidance (specific SAFe concept on Scaled Agile Framework web site Helps with SAFe methodology adoption learn while doing 12
Planning Progress on work items tracked as Time Remaining Display estimates in hours selected In single SAFe Program project area with Team Areas, progress rolls up from Team Tasks > Stories to Program Features Complexity Attribute Story Points Custom Attributes Attribute Mapping Program Backlog plan type Kanban View: Implements SAFe Kanban System for Program Epics Roadmap: Epic > Feature [> Story > Task] WSJF Ranked List: Feature ranking by WSJF Team plans as per Scrum process template Except Kanban and Taskboard views customized with updated work flow 13
Dashboards Program Program: Activity-based Tabs: Program Overview, Program Details, Release Planning, Dependency Management, Trends Suggested content included: Plan widgets Query widgets JRS report widgets cannot be created by the process template, so widget included on specific tabs to provide instructions on how to add those widgets Team: Role-based Tabs: General, Scrum Master, Team Member, Product Owner Consistent with Scrum and Agile ALM templates 14
Pre-Defined Queries SAFe Level Predefined Query Queries Description Program Open features Unresolved open features Open program epics Program epics that are unresolved Open program PI objectives Open non -feature work items Unresolved program PI objectives Unresolved open non-feature work items Team Open team PI objectives Unresolved team PI objectives 15
SAFe Reports Out of the box Reports Additional Program-level reports as downloadable bundle Self-Assessments Linked from tasks created by Program Increment and Development Iteration work item templates 16
What I really want to know and how I find out What is behind? How much are we behind? What is at risk? Where are there dependencies that cause risk? Look at status of Tasks, Stories, Features and PI Objectives Explore burn down of Stories, Features, PI Objectives Explore dependencies: who is impacting/impacted; consider changes during execution to time spent and scope added/removed. Why are we behind? What actions should be taken by whom? View discussion threads in work items Risk ownership How have we performed so I can plan better? Velocity and predictability data over time 17
SAFe Team Reports SAFe Metric M1 Report Description Answers the question Suggested Dashboard Tab Burndown by Story Points Number of story points assigned to work items that are either open or in progress over daily intervals Are we behind? How much are we behind? Scrum Master Available in CLM 5.0.2? Burnup by Story Points Number of story points associated with completed work over daily intervals Are we green, yellow, orange? Scrum Master Changes to Time Spent Work items where the time spent has been updated within the last 7 days Why are we behind? What is at risk? Scrum Master Yes Defects by Priority Chart (List) Incomplete Stories Iteration Health Total number of defects by priority Are we improving our quality? Scrum Master Stories targeted for current iteration that are still incomplete Visualization based on various statistics that can be used to interpret the health of the current iteration filtered by timelines What is behind? Scrum Master Yes Are we green, yellow, orange? Product Owner Yes Release Status Chart Number of open and closed stories for a release Are we green, yellow, orange? Product Owner Yes (List) Scope Added Work added to the current iteration scope after iteration start Why are we behind? Scrum Master Yes Scope Removed Work removed from the current iteration scope after Why are we behind? Scrum Master Yes iteration start Team Dependencies List of open work items blocked by another team s What is at risk? Scrum Master Yes open work items Team Velocity Number of story points completed in each iteration How well did we do? Product Owner Yes All [scope to] Team Stories Bottoms-up view of Stories with objectives, aligned to Features for the specific Team What capabilities have we delivered? What capabilities are we delivering? Is all of the Team s work aligned to business value? Scrum Master No In downloadable archive 18
SAFe Metric M5 SAFe Program Reports (in downloadable archive) Report Description Answers the question Suggested Dashboard Tab All [scope to] Team Stories Bottoms-up view of Stories with objectives, aligned to Features for the specific Team. If no Team is specified, the scope of results is the Program level. Business Features By Status for [select PI] Features By Type for [select PI] Shows business features by status for the specified Program Increment. If no PI is specified, the scope is all PIs for the Program. Pie chart that shows percentage of Features by type for the specified Program Increment. If no PI is specified, the scope is all PIs for the Program. What capabilities have we delivered? What capabilities are we delivering? Is all of the Team s work aligned to business value? Are we improving our value delivery? What value are we delivering? How much architectural risk does this PI have? Do we have a reasonable balance of architecture and business work? Program Details Release Planning Program Overview Release Planning Features with Child Story Status for [select PI] Ready for System Demo This report displays a bar chart showing, by Feature, the status of each of its child stories. The report is scoped to a Program Increment. If no PI is specified, the scope is the Program roadmap. List of Features completed, along with related PI Objectives, that are ready for a System Demonstration What is the status of the Program Increment? What is behind? What value can we demonstrate? Release Planning Release Planning PI Objectives in Progress Program Roadmap Shows PI Objectives for Features related to Team Stories current in progress Shows all Program Epics on timeline with breakdown into Features and Stories (graphical and list views) What value do we have planned to deliver in this PI? What is on our Program roadmap? Release Planning Program Details Cross-Team Dependencies Shows cross-team dependencies from the perspective of the dependent work item. Where do we have dependencies? Where are we blocked? Dependency Management 19
Resources IBM s SAFe Landing Page: IBM's SAFe Support POV: IBM s vision for supporting SAFe Configuration Guidelines: Step-by-step guide to configure CLM for SAFe support YouTube Channel Recorded Webinars Agile Learning Circle A SAFe Learning Roadmap IBM DevOps Community IBM DevOps Blog Series Our Journey Rational Deployment Wiki 20