SAFe® Coaches Handbook (eBook)

Proven tips and techniques for launching and running SAFe® Teams, ARTs, and Portfolios in an Agile Enterprise
eBook Download: EPUB
2023
332 Seiten
Packt Publishing (Verlag)
978-1-83921-412-7 (ISBN)

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SAFe® Coaches Handbook - Darren Wilmshurst, Lindy Quick
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The Scaled Agile Framework (SAFe®) is widely recognized as an eff ective methodology for implementing Agile practices at the Enterprise level. However, the complexity of SAFe® can make it challenging for Teams and organizations to determine which practices can be safely adapted to their unique needs. Although SAFe® is a framework rather than a set of rules, promoting adaptation, it's crucial to understand why SAFe® practices are designed the way they are along with the consequences of modifying them.
The SAFe® Coaches Handbook is a comprehensive resource that goes beyond a how-to guide, providing a deep understanding of SAFe® principles and practices. The chapters are designed in a way to teach you how to successfully implement SAFe® in your organization and eff ectively manage the Team's Backlog while avoiding common pitfalls. You'll discover optimal ways to create SAFe® Teams and run successful Events. You'll also learn how to plan Agile Release Trains (ARTs), manage the ART Backlog, conduct PI Planning, and grasp the importance of Value Stream Identifi cation in driving value delivery.
By the end of this book, you'll be armed with practical tips and advice to help you successfully customize the Scaled Agile Framework to your Enterprise's needs while preserving the aspects that make it work successfully.


Written by experienced Agile coaches, SPCTs, and a SAFe(R) Fellow, this guide is packed with real-world examples, use cases, and anecdotes, and offers valuable guidance to help you avoid common pitfalls and successfully implement SAFe(R)Key FeaturesUnderstand how to tailor SAFe(R) practices to meet your organization's needsAvoid common mistakes encountered while adopting SAFe(R) at team, ART, and portfolio levelsDiscover practical tips and best practices to plan teams, ARTs, events, and Lean Portfolio ManagementBook DescriptionThe Scaled Agile Framework (SAFe(R)) is widely recognized as an eff ective methodology for implementing Agile practices at the Enterprise level. However, the complexity of SAFe(R) can make it challenging for Teams and organizations to determine which practices can be safely adapted to their unique needs. Although SAFe(R) is a framework rather than a set of rules, promoting adaptation, it's crucial to understand why SAFe(R) practices are designed the way they are along with the consequences of modifying them. The SAFe Coaches Handbook is a comprehensive resource that goes beyond a how-to guide, providing a deep understanding of SAFe principles and practices. The chapters are designed in a way to teach you how to successfully implement SAFe in your organization and eff ectively manage the Team's Backlog while avoiding common pitfalls. You'll discover optimal ways to create SAFe Teams and run successful Events. You'll also learn how to plan Agile Release Trains (ARTs), manage the ART Backlog, conduct PI Planning, and grasp the importance of Value Stream Identifi cation in driving value delivery. By the end of this book, you'll be armed with practical tips and advice to help you successfully customize the Scaled Agile Framework to your Enterprise's needs while preserving the aspects that make it work successfully.What you will learnDiscover how to set up Agile Teams to attain maximum effectivenessAvoid common mistakes organizations make with SAFeFind out how to set up the Agile Release TrainDiscover common mistakes enterprises make that affect the success of the ARTUnderstand the importance of Value Streams and learn how to work with them successfullyStart using the best ways to measure the progress of Teams and ARTs at an Enterprise levelRecognize the impact of successful SAFe adoption on Enterprise strategy and organizational structureWho this book is forIf you're a SAFe Practice Consultant (SPCT), Scrum Master/Team Coach, or Release Train Engineer tasked with implementing SAFe within an organization, you'll find this book indispensable. It offers valuable insights into aspects of SAFe and helps ensure success in delivery and execution with practical uses you can adopt. Product owners and product managers will also benefit from this book by gaining a deeper understanding of how to function effectively within a SAFe environment. A basic understanding of SAFe, agile, and DevOps is recommended to get the most out of this book.]]>

Table of Contents


Prefacexvii


1


Thriving in the Digital Age1


The Five Technological Revolutions2


Casualties of the Digital Age4


The Dual Operating System5


Core Competencies of Business Agility7


Team and Technical Agility (TTA)8


Agile Product Delivery (APD)9


Enterprise Solution Delivery (ESD)9


Lean Portfolio Management (LPM)10


Organizational Agility (OA)10


Continuous Learning Culture (CLC)11


Lean-Agile Leadership (LAL)11


Values and Principles12


Lean12


Agile13


SAFe® Core Values14


SAFe® Lean-Agile Principles15


Summary16


Further reading16


Part 1: Agile Teams


2


Building the Team19


What is an Agile Team?19


Agile Team Roles and Responsibilities21


Product Owner (PO) and the Agile Team22


Scrum Master/Team Coach and the Agile Team24


The Agile Team Responsibilities26


Team Types29


System Team30


Shared Services30


Summary30


Further reading31


3


Agile Team Iteration and PI Execution33


Day-To-Day within an Iteration33


Iteration Events and the Product Owner34


Iteration Events and the Scrum Master/Team Coach36


Iteration Activities and the Agile Team38


Day-To-Day within a PI40


ART Events and the Product Owner41


ART Events and the Scrum Master/Team Coach42


ART Events and the Agile Team44


Summary45


Further reading46


4


Team Backlog Management47


The Team Backlog47


What is a User Story?49


Types of Stories52


Why do we have different types of Stories?53


Estimating User Stories54


Story Splitting55


User Story Prioritization57


Getting your Team Backlog to Flow58


Kanban Team Stories59


Team Backlog Preparation for PI Planning59


Summary60


Further reading60


5


Team Iteration Events61


SAFe® Scrum Team Events62


Iteration Planning62


Team Sync64


Backlog Refinement65


Iteration Review65


Iteration Retrospective66


Iteration System Demos66


SAFe® Kanban Team Events66


Planning68


Team Sync68


Retrospective68


Team Artifacts70


Definition of Done70


Definition of Ready71


Working Agreements71


Summary71


Further reading72


Part 2: Agile Release Trains


6


Building the Agile Release Train75


Why Your Train isn’t Your Department75


How should we Build our ART?75


How Identifying the Correct Value Stream Impacts the ART 78


How should we Identify our Value Streams and what happens if we don’t?78


Release Train Engineers, Product Management, and the System Architect – Senior Leaders80


The Troika80


The Release Train Engineer (RTE)82


Responsibilities of a Release Train Engineer84


Product Management85


The Responsibilities of Product Management86


System Architect87


The Responsibilities of the System Architect89


Do we need a System Team?90


What is a System Team?90


Summary91


Further reading92


7


Release Trains Day-to-Day93


Synchronization and Cadence93


The Continuous Delivery Pipeline95


What is the CDP?96


Who is Responsible for the CDP?97


Why do we need a CDP?98


Integrate Often and Early98


Tooling99


Day-to-Day – Product Management102


ART Events and Product Management102


Product Management and ART Backlog Refinement103


Product Management and Preparing for PI Planning103


Ongoing Activities for Product Management103


Day-to-Day – System Architect104


ART Events and the System Architect104


Ongoing Activities for the System Architect106


Day-to-Day – the Release Train Engineer107


Keeping the Train (ART) on the Tracks107


Facilitating the Events107


General Responsibilities of the RTE109


The RTE and Agile Tools110


The RTE and preparing for PI Planning and I&A111


Get Help!111


The Innovation and Planning Iteration113


IP Iteration Schedule114


Measure and Grow Assessments116


Responsibilities in the IP Iteration117


We don’t need an IP Iteration119


Summary119


Further reading120


8


ART Backlog Management121


The ART Backlog121


What is a Feature anyway?123


Enablers124


Capacity Allocation125


Feature Sizing125


What about Points?126


Feature Splitting and Combining127


Feature Prioritization128


Why WSJF?128


Applying WSJF128


Backlog Preparation for PI Planning132


Summary133


Further reading133


9


Events for the Train135


The Syncs135


Coach Sync136


PO Sync137


ART Sync137


The Technical Sync139


The Troika Sync141


Release Management Sync141


Scheduling the Syncs141


Bonus Sync Recommendations142


Don’t Skip the ART Board143


What is the ART Board?143


Iteration System Demo147


How to execute an Iteration System Demo147


Considerations for the Iteration System Demo148


Summary149


Further reading149


10


PI Events151


PI Planning151


The RTE and PI Planning152


Preparing for PI Planning152


Executing PI Planning154


Day 1 Kick-Off154


Presentations155


PI Objective Tips and Tricks163


Team Breakouts171


Draft Plan Reviews171


Management Review and Problem-Solving172


Day 2174


Remote/Distributed PI Planning178


The I&A Event180


The PI System Demo180


Quantitative and Qualitative Measurement181


The Retrospective and Problem-Solving Workshop183


Summary187


Further reading187


Part 3: Portfolio


11


Enterprise Strategy191


What is Enterprise Strategy?191


Strategy Agility193


How is Enterprise Strategy different from Portfolios?195


Summary196


Further reading197


12


Building Your Portfolio199


Starting with Education for the Leaders201


Painting your Portfolio with Color202


Value Stream Identification (VSI)206


Pre-Work and Preparation207


Step 1 – Identifying the OVS208


Step 2 – Identifying the Solutions the OVS use or provide to Customers208


Step 3 – Identify the People who Develop and Support the Solutions209


Step 4 – Identify the DVS that Build the Solutions210


Step 5 – Realize DVS into ARTs211


Summary213


Further reading214


13


Establishing Lean Budgets215


Seeing the Horizons215


We fund Value Streams, not Projects217


Participatory Budgeting (PB)222


Summary224


Further reading225


14


Portfolio Backlog Management227


Portfolio Epics227


The Portfolio Kanban229


The Funnel230


Reviewing231


Analyzing232


The Portfolio Backlog234


Implementing234


Done235


Lean Portfolio Management Events and...


Erscheint lt. Verlag 28.7.2023
Vorwort Dean Leffingwell
Sprache englisch
Themenwelt Mathematik / Informatik Informatik
Wirtschaft Betriebswirtschaft / Management Projektmanagement
ISBN-10 1-83921-412-0 / 1839214120
ISBN-13 978-1-83921-412-7 / 9781839214127
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