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FLOw Certified Professional and FLOw Certified Trainer – High-level course outlines, including the Agile Governance Gathering on 27 May 2015 at the KTH Royal Institute of Technology, Stockholm, Sweden *** April 2015 Update *** Dear future “Flow” Leader, It is exciting to announce that we are launching the FCP (Flow Certified Professional) and FCT (Flow Certified Trainer) certifications this coming May in Stockholm, Sweden at the KTH Royal Institute of Technology. We are also having the first Agile Governance Gathering at the KTH Royal Institute of Technology and the three keynote speakers are:

• Alistair Cockburn presenting Welcome to the Post-Agile World • Michael Vizdos presenting Focus. #deliver • Ted Kallman presenting Flow: Beyond Agile

The trends are clear that there is a significant opportunity to organizations in implementing Agile, Scrum and Lean principles throughout the entire enterprise. FLOw’s Unified Vision Framework is the enterprise-wide tool that makes that possible. This training and certification(s) is the next step for many that have already achieved the following certifications:

• PMP, PMI-ACP (examples from PMI) • CSM, CSPO, CSD, CSC, CST (examples from Scrum Alliance) • PSM, PSD (examples from Scrum.org) • SPC, etc. (example from SAFe)

And, FLOw Professionals and Trainers are already working with (and at) the program, portfolio, C-suite and Board-level in many companies. We look forward to seeing you at the global kick-off week in May! All the best, Andrew and Ted Kallman a.k.a. “The PMO Brothers” Unified Vision Group

   

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Table of Contents

Kick-off week – Stockholm, Sweden (May 2015)  ....................................  3  Agile Governance Day Agenda / Schedule for 27 May 2015  ......................................................  6  Agile Governance Gathering Afternoon Breakout Session / Workshop Leaders:  ............  7  

Global Pricing for the Agile Governance Day and for the Flow Training / Certification  ...................................................................................  8  Agile Governance Day, per participant  ..................................................................................................  8  FCP Training, per participant  ......................................................................................................................  8  FCT Training, per participant  ......................................................................................................................  8  

“Flow: Beyond Agile” is a Methodology Agnostic Leadership Framework  .........................................................................................................  9  Who Should Attend the Agile Governance Day and Flow training / certification?  ........  10  

Flow Certification Requirements and Descriptions  ...............................  11  FLOw Professional - FP FLOw Certified Professional - FCP (initial 2-day training course)  ..................................................................................................................................................................  11  FLOw Certified Trainer - FCT (1-day of additional training)  .....................................................  14  

FP / FCP and FCT Course Outline  ...............................................................  15  Day 1 (Monday) – both FCP and FCT participants  ........................................................................  15  Day 2 (Tuesday) – both FCP and FCT participants  .......................................................................  16  Day 3 (Thursday Afternoon) – FCT participants only  ..................................................................  16  Day 4 (Friday Morning) – FCT participants only  .............................................................................  16  

   

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Kick-off week – Stockholm, Sweden (May 2015) The following FLOw (Focus Led Organization) Certifications are launching during the week of 25 – 29 May 2015 in Stockholm, Sweden in conjunction with the Agile Governance day on Thursday, 27 May at the KTH Royal Institute of Technology: Day - Date Event Monday – 25 May FCP – Day 1 Details below Tuesday – 26 May FCP – Day 2 Wednesday – 27 May Agile Governance Day Three exciting Keynotes

on Agile Governance, plus afternoon workshops / breakout sessions with the Keynote Speakers and other Agile leaders

Thursday – 28 May VIP Brunch with Keynote Speakers

Details below

Thursday – 28 May FCT – Day 3 First half Friday – 29 May FCT – Day 3 Second half Keynote Speaker 1: Alistair Cockburn Topic: Welcome to the Post-Agile World

In the 14 years since the Agile Manifesto was written, surely something has changed? It has. Learning to flip between Waterfall and Agile to pick up the benefits of each; paying to learn, in discreet and deliberate steps; learning to deliver less; the new self-improvement; learning to pivot and trim the tail. All of these are techniques that presuppose not only agility, but an automatic and nonchalant use of old-school agile techniques. In this keynote, Dr. Cockburn, co-author of the Agile Manifesto, will outline some of the behaviors found in top teams that have emerged in the last years.

   

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Dr. Cockburn (pronounced Co-burn, the Scottish way) is an internationally renowned project witchdoctor and IT strategist, best known for:

§ Helping write the Agile Development Manifesto, § Describing Software development as a Cooperative

Game (discussion: Re: Cooperative game manifesto for software development),

§ Creating the oath of non-allegiance (discussion: Re: Oath of Non-Allegiance),

§ Finally, defining Use Cases (discussion: Re: Use cases); and,

§ Developing the initial response technique relaxation / massage form.

When not doing all that, he likes to travel, dance, dive, or sit underwater. See more on Alistair at: http://alistair.cockburn.us/

Keynote Speaker 2: Michael Vizdos, Topic: Focus. #deliver

Ken Schwaber has referred to him as an early pioneer of Agile. Michael has been in the industry for almost twenty-five years and is probably best known as the creator of the website ImplementingScrum; that site includes over one hundred comic strips and blog entries around the concept of “Chickens and Pigs” in Scrum (an agile framework). In this keynote Michael shows us how to embrace the new, shifting and creative economy using Focus. #deliver

Michael Vizdos is an:

• Entrepreneur; • Independent Certified Scrum Trainer; • Coach; and, Practitioner

He is based in Richmond, Virginia and travels internationally to teach both private and public classes. Michael does NOT spend full time on the road just teaching Scrum -- he implements it and inspires others around the world to do the same. In addition to mentoring and coaching agile teams on a regular basis. Michael speaks at conferences and maintains a blog with free comic strips located at ImplementingScrum.com. See more about Michael on MichaelVizdos.com.

   

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Keynote Speaker 3: Ted Kallman Topic: Flow: Beyond Agile

Flow: Beyond Agile is the next iteration of the Unified Vision Framework that has been in use for over 20 years. It is a methodology agnostic leadership framework that has been licensed and used by dozens of companies both in Europe and the US to achieve remarkable results. It starts at the executive level and informs proper decision-making, including the smallest details at the task level. In this keynote, Ted will walk us through why your “why” is important. Team level tools and methods have succeeded by focusing on the “what” and “how.” But, enterprise decisions require a strong and clear “why.”

Ted works as an:

• Executive coach • Enterprise Agile consultant • Portfolio Management consultant • PMO consultant

For over 25 years he and his brother Andrew have been using a proprietary business agile framework that they have developed (FLOw: Beyond Agile and the Unified Vision Framework). Ted has trained hundreds of people in Scrum basics using the UVF as well as advanced Agile techniques to senior and executive-level teams in Europe, the USA and Canada. Ted co-authors a blog with his brother Andrew at: PMO Brothers See more about Ted on LinkedIn.

   

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Agile Governance Day Agenda / Schedule for 27 May 2015

7:30 - 8:30 am Registration, Coffee and Breakfast 8:30 - 9:30 am Keynote with Alistair Cockburn 9:30 - 10:00 “Fika” – Coffee Break 10:00 - 11:00 Keynote with Michael Vizdos 11:00 - 11:15 Short Break 11:15 - 12:15 Keynote with Ted Kallman 12:15 - 13:15 Lunch 13:15 - 14:30 Breakout Sessions / Workshops 14:30 - 15:00 “Fika” – Coffee Break 15:00 - 16:15 Breakout Sessions / Workshops 16:15 - 16:30 Short Break 16:30 - 17:00 Closing session with the three keynote speakers 17:00 - 18:30 Refreshments and networking

   

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Agile Governance Gathering Afternoon Breakout Session / Workshop Leaders: The afternoon breakout sessions / workshops will be led by Alistair Cockburn, Michael Vizdos, Andrew and Ted Kallman, Maria Matarelli, Mattias Forsberg, Mats and Håkan Jegebo, Rally Software, Professors from KTH Royal Institute of Technology (tbd), etc. Stay tuned for updates to this section. The first breakout session during the afternoon is from 13:15 - 14:30 and the second session is from 15:00 - 16:15:

Alistair

Cockburn Alistair

Cockburn

Michael Vizdos Vizdos

Ent, LLC

Andrew and Ted Kallman

Flow

Maria Matarelli

Formula Ink

Mattias Forsberg

SEB

Mats and Håkan Jegebo Team

Jegebo

Kim Bosman

Rally

Stephen Messenger

DSDM Consortium

Hans Gillior Sofigate

tbd

Answering Questions

with Stories

Scrum in the Real

World

Flow: Vision Driven

Workshop

Transitioning the Agile Enterprise

Agile Portfolio Mgt. @

SEB

Optimizing Agile

Leadership with Flow

Flow Beyond Agile with Rally

Agile PMO / DSDM PgM

Optimizing Agile

Business Value

Answering Questions

with Stories

Scrum in the Real

World

Flow: Vision Driven

Workshop

Transitioning the Agile Enterprise

Agile Portfolio Mgt. @

SEB

Optimizing Agile

Leadership with Flow

Flow Beyond Agile with Rally

Agile PMO / DSDM PgM

(tbd)

   

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Global Pricing for the Agile Governance Day and for the Flow Training / Certification The preliminary global pricing for the Agile Governance Day and for Flow’s FCP (Flow Certified Professional) and FCT (Flow Certified Trainer) certifications are as follows:

Agile Governance Day, per participant

• Full day event at the 7 000 SEK KTH Royal Institute of Technology (approx. € 770 / $800)

FCP Training, per participant

• Basic 2-day Training without Certification 11 000 SEK (approx. € 1 200/$1 350)

• Basic 2-day Training with Certification 14 000 SEK

(approx. € 1 600/$1 750)

FCT Training, per participant

• 1-Day FCT 10 000 SEK (approx. € 1 100 / $1 250)

• Note: the FCT training fee is in addition to the fee for the 2-day FCP

training. There are “association” discounts for the Agile Governance Day and for the Flow Certification courses for active members of PMI, Scrum Alliance, Agile Alliance, as well as for our corporate partners and sponsors, etc. (plus early-bird specials, etc.).

   

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“Flow: Beyond Agile” is a Methodology Agnostic Leadership Framework FLOw: Beyond Agile (including the Unified Vision Framework) is not only methodology agnostic regarding the team, project, program and portfolio levels, but it is also a business agile leadership framework that will supercharge whatever framework / tool you are using anywhere in the enterprise:

FLOw’s Unified Vision Framework (i.e. the UVF) completes the picture for Agile Governance that exists just above the current portfolio, program, project, product, and team management certifications and trainings offered by PMI, Scrum Alliance, Scrum.org, etc. and that are primarily used in Technology and/or for scaling agile:

• Flow’s new UVF / Executive / Organization-wide leadership certifications:

o FLOw Certified Trainers o FLOw Certified Professionals

• Example Portfolio certifications:

o PfMP (PMI’s Portfolio Management Professional) o Etc.

• Example Program certifications:

o PgMP (PMI’s Program Management Professional) o SPSP (Scaled Professional Scrum for Practitioners)

   

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o SAFe SPC (Scaled Agile Framework Program Consultant) o Etc.

• Example Project / Team / Individual certifications:

o PMP (PMI’s Project Management Professional) o CSM (Certified ScrumMaster) o PSM (Professional Scrum Master) o CSPO (Certified Scrum Product Owner) o PSPO (Professional Scrum Product Owner) o CSP (Certified Scrum Professional) o Etc.

• Management training courses (non-certified) like:

o Management 3.0 (M3.0) o Etc.

There are currently almost 640,000 active PMPs and just over 300,000 CSMs, CSPOs and CSPs. Together, these represent a major portion of the professionals, world-wide, that we believe will benefit most from the leadership skills included in the FCP and FCT training / certifications. Kick-off weeks are planned for the following dates / locations:

• May 2015 – Stockholm, Sweden • September 2015 – New York City, NY, USA • October 2015 – London, UK • November 2015 – Grand Rapids, MI, USA

Who Should Attend the Agile Governance Day and Flow training / certification?

• CIOs, CTOs, COOs • Directors of Business Management / Development • Directors of New Product Development • Portfolio Managers and Directors • Release Managers • Release Train Managers • PPM Managers and Directors • Program Managers and Directors • PMO Managers and Directors • Change Management Professionals

   

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Flow Certification Requirements and Descriptions The following are the requirements and descriptions of the Flow Certified Professional and Flow Certified Trainer certifications.

FLOw Professional - FP FLOw Certified Professional - FCP (initial 2-day training course)

• Purpose

o A Flow Professional (FP) / Flow Certified Professional (FCP) is able to successfully lead, coach and mentor teams, projects, programs and portfolios in delivering the vision and strategy for the product, service or result on which they are working

o A FP / FCP has experience and training that spans the project, program and portfolio management continuum:

§ Since Flow: Beyond Agile spans the continuum, an FP /

FCP can work with any team, project, program or portfolio, regardless of the methodology employed at the team level

§ An FP / FCP can lead and facilitate both synchronous and asynchronous organizations and provides valuable trends with which the C-suite and Board of Directors can make long-term plans, create the road maps and prioritize the work for the entire enterprise

o A FP / FCP is methodology agnostic, pragmatic and is able to choose and profitably use the best framework, tool, methodology and/or technique that will increase the odds for a successful outcome for the product, service or result that will generate:

§ Increased revenues § Decreased costs § Mitigated or eliminated risk

• Minimum requirements for certification

   

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o For the Traditional/Waterfall end of the continuum, an FP / FCP will have the equivalent experience and/or training that a PMP, Prince 2 or IPMA practitioner would have.

§ It is not a requirement that an FP / FCP is certified by one of the traditional organizations, but rather can demonstrate they have the comparable skill, training and experience required for earning a traditional certification.

o For the Agile/Scrum end of the continuum, an FP / FCP will have the equivalent experience and/or training that a CSP, CSM, PSM, PMI-ACP, or corresponding Agile certification, would have.

§ It is not a requirement that an FP / FCP is certified by one of the Agile organizations, but rather can demonstrate they have the comparable skill, training and experience required for earning a Agile / Scrum (or similar) certification.

o An FP / FCP will also be able to demonstrate skill and experience working with the program and/or portfolio levels in an organization for at least three years

§ This experience can also counted from working at the team / project level (i.e. obtained while working with teams and/or projects that were part of larger programs and/or portfolios)

§ It is not a requirement that an FP / FCP is certified by one of the Traditional or Agile organizations at the Program or Portfolio levels, but rather can demonstrate they have the comparable skill, training and experience required for earning a similar certification. For example:

• An FP / FCP will have PMO, PPM and/or Portfolio level experience or training, preferably in an Agile way of working

• It would be good if an FP / FCP has experience with (or training for) leading SAFe or is an SPC (SAFe Program Consultant) or has experience with (or training for) the Agile PgM designation from the DSDM consortium, etc.

• Also, experience with (or training for) PgMP, PfMP, MSP, etc. from the traditional end of the continuum are also part of the tool kit with which an FP / FCP is comfortable working and experience and/or training in those are also accepted for the FP / FCP designation

Note: Individuals that would like to attend the FCP training, but that aren’t interested in doing the FCP certification, are also

   

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welcome to attend the FPC 2-day course (at a lower price, see table below), but opt-out from doing the certification. And, for now, there is no test included in this certification, but that may be included in the future – a University in the US is doing the certification and is creating a Masters / MBA-level course in Flow, so a test will be likely included in future. The FCP certification is currently granted upon successful completion of the FP / FCP 2-day training (and, in the event a test is put in place in the future, all participants completing the certification in the current format will not be required to take the test in the future - as long as they keep their certification current).

• Description

o Flow’s Unified Vision Framework is a proprietary set of leadership tools that is methodology agnostic (so, it doesn’t matter what other tools are used at the team, project, program or portfolio levels). It is used in the highest levels of the company to transform and shape the culture of the organization.

o It is required that an individual has the demonstrated leadership potential to work with, train, guide and coach Boards of Directors, the C-Suite, Executives, Directors, Managers in becoming an Agile organization.

o A Flow Professional will have experience having worked with (or led) PMOs and/or Portfolios (or equivalent). They may also have experience working with tools for scaling agile (primarily used to scale Agile inside technology departments/compartments in organizations)

o Becoming a Flow Certified Professional ensures an organization that the practitioner has achieved an appropriate level of skill and experience to lead Agile transformations in all areas of an enterprise, not just in the technology area.

   

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FLOw Certified Trainer - FCT (1-day of additional training)

• Purpose o This certification is for those FCPs that are passionate about

training, coaching and mentoring other FCPs and FPs o If you qualified to do the FCP, then you already have the skill,

training and experience to be an FCT o For now, FCTs will have the right to train and certify other FPs

and FCPs o In the future, FCTs will also be able to train and certify other

FCTs, but as we get started, the Flow Leadership Team will do the training and certification of FCTs.

• Minimum requirements for this certification

o Have met the requirements and have completed the 2-day FCP

certification course o A demonstrated experience of leading and facilitating courses as

a trainer / instructor / mentor and/or Enterprise Coach for at least 2 years, or equivalent

o Lead five co-training sessions for both FCPs and FCTs with an experienced FCT

• Description o A Flow Certified Trainer is able to train both Flow Professionals

and Flow Certified Professionals and is able to work as a trainer, consultant, coach and mentor to organizations that want to become truly Agile at the top.

o Becoming a Flow Certified Trainer ensures an organization that the practitioner has achieved the highest level of skill and experience to train, coach, lead and mentor Agile transformations and Agile Governance in all areas of an enterprise, not just in the technology area.

   

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FP / FCP and FCT Course Outline The current course outline for the 2-day FP / FCP training (it’s the same course whether or not you choose to do the certification) along with the additional day for the FCT training is as follows:

Day 1 (Monday) – both FCP and FCT participants • Using FLOw and the Unified Vision Framework (UVF)

o When to use the UVF § At the C-level and Board level § At the Portfolio-level § At the Program-level

• Cascading Vision and VSPT Leadership Framework

o Culture of Vision o Getting the most out of your portfolio, program and project

teams § 4D Model

o Helping your team portfolio, program and project members pursue excellence

§ 4R Model o How to create Agile KPIs for Governance o Reporting Exercise

• Other frameworks and bodies of knowledge

o When to use M3.0 § How to implement Management 3.0 (M3.0) principals

using FLOw and the UVF o When to use SAFe (the Scaled Agile Framework)

§ How to customize and implement SAFe using FLOw and the UVF

o Other tools like DAD, LeSS, SaS, AL, etc.

• Why you need either an ATG (Agile Transformation Group) or AGG (Agile Governance Group)

o ATG defined o AGG defined o When to use which one o Governance Exercise o Creating Persistent (dedicated) Teams o How to handle exceptions

• Open Spaces

   

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o This is an opportunity for participants use the UVF to show how they would do PPM (Program Portfolio Management) in a new way, based on their organization’s examples

Day 2 (Tuesday) – both FCP and FCT participants

• Walkabout Workshop (full-day format) o Up to 9 teams o Working with Epics (both Business and Architectural) o Breaking Epics down to Features o Balance Epics and Features with Team Bandwidth o Doing the walkabout

• Creating the Agile Portfolio view o Setting up the war room / pulse room o Typical Cadence o Use with the PMO o Use with the ATG / AGG

• Cutting Room Floor / “Cage Fight” exercise o Prioritizing the Agile Portfolio o Typical Cadence o Use with the PMO o Use with the ATG / AGG

Day 3 (Thursday Afternoon) – FCT participants only • FCT business model

o Unified Vision Framework (UVF) o VSPT

Day 4 (Friday Morning) – FCT participants only • Using FLOw and the UVF to build your FCP training / consulting

practice o Agile Governance Community(s) of Practice o Social media o Co-training logistics (Europe and N America) o How to do a public FCP course o Targeted FCP courses for larger organizations

• Value-forward selling • FCT coaches clinic & open space