Course Taxonomy: Scaling Agility

Registered Scrum@Scale Practitioner

Scrum@Scale focuses on the organization as a whole, emphasizing how to optimize coordination with a “minimum viable bureaucracy.” You will learn the various components of the Scrum@Scale framework, such as scaled roles, scaled events, and enterprise artifacts.

Some concepts in the course include:

  • The elements of the Scrum Master Cycle (the “how” of Scrum), including concepts such as cross-team coordination, impediment removal, and the Executive Action Team
  • The elements of the Product Owner Cycle (the “why” of Scrum), including concepts such as strategic planning, release planning, and the Executive Meta Scrum
  • How these elements combine together to optimize organizational effectiveness
  • Where should you get started with your Scrum@Scale implementation

Once you understand how these elements can help transform your organization holistically, you can create a plan specifically tailored and prioritized to your situation. Implement what you’re ready for, building upon the elements of the framework over time.

Implementing SAFe® with Certified SAFe® Practice Consultant (SPC)

Leading SAFe® – Days 1 and 2

  • Introducing the Scaled Agile Framework (SAFe)
  • Embracing a Lean-Agile Mindset
  • Understanding SAFe Principles
  • Experiencing Program Increment (PI) Planning
  • Exploring, executing, and releasing value
  • Leading a Lean-Agile Enterprise
  • Empowering a Lean Portfolio
  • Building Large Solutions

Implementing SAFe® – Days 3 and 4

  • Reaching the SAFe Tipping Point
  • Designing the Implementation
  • Launching an ART
  • Coaching ART Execution
  • Extending to the Portfolio
  • Sustaining and Improving
  • Becoming a SAFe 6 Practice Consultant (SPC)

Leading SAFe® with Certified SAFe® Agilist (SA)

Digital Age & Business Agility

  • Thriving in the digital age
  • SAFe© as an Operating System for Business Agility
  • Core competencies of Business Agility

Lean-Agile Leaders

  • Lean-Agile Mindset
  • SAFe Core Values
  • SAFe Lean-Agile Principles

Team and Technical Agility

  • Cross-functional Agile Teams
  • Built-in Quality
  • Organizing around value with ARTs

Agile Product Delivery

  • Customer-centric culture
  • Design Thinking
  • ART Backlog and WSJF
  • PI Planning
  • Develop on Cadence; Release on Demand
  • Continuous Delivery Pipelines with DevOps

Lean Portfolio Management

  • SAFe Portfolio
  • Strategic Themes
  • Portfolio canvas
  • Epic hypothesis statements
  • Traditional and Lean budgeting approaches
  • Portfolio Kanban

Leading the Change 

  • Lead by example
  • Lead the change
  • SAFe Implementation Roadmap 

SAFe® AI-Empowered Product Owner/Product Manager (SAFe POPM)

  • Lesson 1: Exploring Product Roles and Responsibilities
    • Introducing SAFe for product roles
    • The Lean-Agile mindset
    • Value streams
    • Responsibilities of product roles
  • Lesson 2: Preparing for PI Planning
    • PI Planning
    • The solution vision
    • Solution and PI roadmaps
    • Customer-centric features
    • ART backlog and Kanban
  • Lesson 3: Leading PI Planning
    • Communicate the vision
    • Establish PI objectives
    • Manage dependencies
    • Manage risks
  • Lesson 4: Executing Iterations
    • Stories and story maps
    • Iteration planning
    • The team Kanban and team sync
    • Backlog refinement
    • Iteration review and iteration retrospective
    • Continuous delivery pipeline
  • Lesson 5: Executing the PI
    • Aligning delivery with sync events
    • The system demo
    • The innovation and planning iteration
    • Inspect and adapt
  • Lesson 6: AI for Product Roles
    • An overview of AI
    • Responsible AI
    • Building an AI-augmented workforce

SAFe Framework Overview

Part 1: SAFe® Overview

  • What is SAFe?
  • Why SAFe?

Part 2: Applying SAFe Principles & Values

  • Lean-Agile Mindset
  • SAFe Core Values

Part 3: Executing SAFe in Cadence & Sync

  • Iteration Execution
  • Developing Cadence
  • Program Increment

Part 4: Continuous Delivery with SAFe

  • Inspect & Adapt
  • PI Planning
  • Shared Operations Teams

Part 5: Essential takeaways for Successful SAFe implementation

  • Roadmap
  • Next Steps

SAFe for Teams with Certified SAFe® Practitioner (SP)

Part 1: Introducing SAFe

  1. Connect with the Scaled Agile Framework
  2. Explore Lean, the Agile Manifesto, and SAFe Principles
  3. Identify Scrum, Kanban, and Quality Practices

Part 2: Building an Agile Team

  1. Build your team
  2. Explore the Scrum Master and Product Owner roles
  3. Meet the teams and people on the Agile Release Train (ART)

Part 3: Planning the Iteration

  1. Prepare the backlog
  2. Plan the Iteration

Part 4: Executing the Iteration

  1. Visualize the flow of work
  2. Measure the flow of work
  3. Build quality in
  4. Continuously integrate, deploy, and release
  5. Improve flow with communication and synchronization
  6. Demonstrate value
  7. Retrospect and improve

Part 5: Executing the PI

  1. Plan Together
  2. Integrate and demonstrate together
  3. Learn together

Part 6: Becoming a Certified SAFe Practitioner

  1. Becoming a Certified SAFe® Practitioner (SP)

Using Jira Align to Implement SAFe

Section 1: Introduction to Jira Align for SAFe Organizations

The opening section will set the groundwork for SAFe and Jira Aligns support of the framework. 

Section 2: Portfolio Management

In this section we will review LPM concepts and practices from the perspective of Agile Portfolio Operations and Lean Governance as described by SAFe. Starting with a demonstration of Strategy & Investment Funding, we will look at how strategic goals and their alignment to Strategic Themes help the APMO/LACe and train leaders make decisions.

The participants will then complete the following guided exercises to understand Lean Portfolio Management concepts and how Jira Align supports each.

  • Create Portfolio Epics and associate them to (pre-created) Themes
    • Allocate portioned theme budgets to Portfolio Epics.
  • Manage Intake using the Portfolio Kanban Board
    • Students will move their Epic through the Portfolio Kanban, ensuring exit criteria Is met
  • Use the backlog to prioritize and rank Portfolio Epics – pulling rank from Themes and modifying the ranking of the Epics In the UI
  • 'Create' Roadmaps
    • Calendar View -aka 'planning view'
      • View Planned & Unplanned work, modify the views
      • Students will adjust epics and sync to the backlog
    • PI View – aka "health & reporting view' Students will
      • Update Health
      • Add Milestones
      • View by Product
      • Briefings views by customer

Section 3: Program/ART Management

In this section, we will cover the 'heart' of SAFe. Connecting strategy to execution begins with prioritized set of portfolio epics, from there our architects and product managers create the execution plans. Participants will:

  • Decompose Portfolio Epics Into Features
  • Use backlog to rank Features (Jira Epics) Pulling rank from Epics –
    • Align features to Jira Projects for the train.
    • Watch as the feature syncs to Jira
  • Backlog Management
    • Ranking – Pull rank from the Epics, Prioritize the backlog and push the new rank to Jira
    • Orphan objects – using the orphan functionality to ensure all work is estimated and aligned to a parent
    • Estimation
    • Kanban column view – pull top features – to get to "close velocity"

Section 4: PI Simulations

  • Prepare for & conduct MOCK PI Planning
    • Select top 10 most Important features (pre-defined list)
    • Program Board – Pre PI Load by PM/RTE role
  • Integration to /from Jira
    • The proper set up of Jira for SAFe
      • Class participants will be able to see stories from Jira Align, write to Jira
      • Class participants creating Feature (Jira Epics) or Stories in Jira
      • Dependencies – 2 per team
      • Risks – 1 per team
      • Objectives
        • Associate 1 to OKR (pre-existing)
        • Program Board View
        • Program Room
      • Monitor PI Progress using the Program Board
        • Show program board In flight – how to resolve problems

Section 5: Report on progress throughout the PI and across the portfolio

  • Work Tree
  • WIP
  • PIP
  • Scope Change
  • Risk report
  • Objective Report/tree
  • PI Progress Report
  • PI Clean up Report
  • Roadmaps
  • INv V Actuals
  • Investment Theme
  • OKR
  • Work Tree Strategy View