SAFe Right

2. Why Scaled Agile Framework (SAFe)? SAFe ensures all teams are working consistentlytoward a common goal. SAFe assists cross-functional teams to synchronizedeliverables.Rob Betcher, PMP, CSM & ACP 3. Epic Owner(Business Sponsor)Rob Betcher, PMP, CSM & ACPTeam Program PortfolioProduct Owner(Backlog Manager)TeamSCRUM MasterWeeklyProductManagerMeetingSCRUMofSCRUMsReleasePlanningRoadmapPlanningProduct ManagerRelease Train Engineer(Program Manager)Daily StandupBacklog GroomingIteration/ Sprint Planning (SCRUM)Task Planning(SCRUM)Review/ RetrospectiveSAFe Simplified 4. Rob Betcher, PMP, CSM & ACP Why SAFe? SAFe ensuresall the teamsare rowingtogether. 5. Why SAFe (contd.)? What happens whenteams dont row together?Rob Betcher, PMP, CSM & ACP 6. Why SAFe opposed to Waterfall? Waterfall has had a great impact on the IT world, but what was soon realized is thatWaterfall is very slow for course correction. Too many teams were getting to the end of the journey, and realizing they had the wrongRob Betcher, PMP, CSM & ACPdestination.An extremely costlyproblem thatplagued manyprojects. Many Waterfallprojects wereoften stalled, or faileddue to never endingdiscovery phases. SAFe is reporting20%-25% increase inproductivity. 7. How is SAFe implemented?(It begins with hiring an experienced SAFe/SCRUMImplementation Expert or Firm)Rob Betcher, PMP, CSM & ACP 8. How is SAFe implemented (contd)?1. Educate Executive Staff in a Classroom setting on theadvantages of SAFe and the support necessary toimplement SAFe effectively. Methodology Overview Pros of Agile Roles And Responsibilities Convey how the process willbe implemented corporate wide. Implement Enterprise Story/ TaskTracking Tool (Must be an IntuitiveSystem to ensure adoption)Rob Betcher, PMP, CSM & ACP 9. How is SAFe implemented (contd.)?2. Educate the Product Manager/ Owners. The Product Managers/Owners arethose individuals that provide the rationale for the Project. Without the Projectthere would be no methodology to follow, nor work for the Team to complete.Why is this important to do in the beginning? The Backlog is the Backbone toSAFe, this is why it is imperative to start the implementation with a cleanBacklog. Furthermore, most SAFe/ SCRUMimplementation difficulties have a root causedirectly correlated to improperly trainedProduct Owners/ Manager. This is why it isimperative to set up classrooms with multipletraining sessions, throughout the SAFeimplementation, to initially trainProduct Owners, then to field anyquestions or concerns after the project isunderway.Rob Betcher, PMP, CSM & ACP 10. How is SAFe implemented (contd.)?3. Draft the SCRUM Master guide to ensure thatthe SCRUM Masters are implementing SAFeRob Betcher, PMP, CSM & ACPconsistently acrossall of the teams. 11. 4. Train the SCRUM Masters on Best Practices and familiarize theSCRUM Masters with the SAFe methodology. Setup Quarterlytraining seminars with Best Practices reviews. Ensure SCRUM Masters have set up Meeting Invites for SCRUMMeetings and The Daily SCRUM, with Team Members and ProductOwners Setup Times for Coaches to sit in on all Teams Daily SCRUMSRob Betcher, PMP, CSM & ACPQuarterly. Setup Times for Coaches to sit in on all Planning and RetrospectiveMeetings Quarterly. Have SCRUM Masters submit a quarterly list of all Team Membersand Product Owners. (Interdependent Teams list optional) Ensure that SCRUM Masters have trained Team Members on properuse of Enterprise Resource Planning System for tracking User Storiesand Tasks. (A Classroom setting is most appropriate with a CheatSheet Hand Out.) 12. How is SAFe implemented (contd.)?5. Review the Guide in a Class Room Setting withSCRUM Masters to ensure they are training theirteams properly.Rob Betcher, PMP, CSM & ACP 13. How is SAFe implemented (contd.)?6. Setup SCRUM Rooms forTeams with a Computer(Large Monitor or Overhead),Phone, Stand Up Table andWhite Board.Rob Betcher, PMP, CSM & ACP 14. How is SAFe implemented (contd.)?7. Setup a Collaboration Room with all the Projectsin the Portfolio.Rob Betcher, PMP, CSM & ACP 15. How is SAFe implemented (contd.)?7. Setup a Collaboration Room with all the Projects in thePortfolio. (contd.) Column for Each Project Name of the Project Name of the SCRUM Master Three Kanban Columns below the SCRUM Masters Name:Rob Betcher, PMP, CSM & ACP To Do Doing Done Print Cards with each Teams Features/ User Stories with the Following: Project Name SCRUM Master Feature/ User Story ID Description 16. How is SAFe implemented (contd.)?7. Setup a Collaboration Room with all the Projects in the Portfolio.Rob Betcher, PMP, CSM & ACP(contd.) System for placing blocked stories and features from other project teams intocorresponding teams To Do columns (A strong practice is to have a typed card that istaped to the feature with a description of the block or impediment) System for marking the Criticalness of Blocked items (Green, Yellow, Red) Green The Blocking Team has been informed. Yellow There is a mitigation strategy in place. Red The issue is critical and requires escalation. Columns separate from the Portfolio Project Columns Nursery Staging QA Production 17. How is SAFe implemented (contd.)?7. Setup a Collaboration Room with all the Projects inthe Portfolio. (contd.) MOST Importantly of all Collaboration Room Rules No items are to be moved withoutthe presence of theSCRUM Master/ Project Leaderand an Agile Coach (the ReleaseTrain Engineer in those cases wherea release is in question)Rob Betcher, PMP, CSM & ACP 18. How is SAFe implemented (contd.)?8. SCRUM of SCRUMS A weekly or semiweekly meeting for SCRUM Masters tocollaborate with their counterparts and product ownerswhere there are interdependencies. Four SCRUM of SCRUMS Meeting Questions: What has your team done since we last met? What will your team do before we meet again? Is anything slowing your team down or getting in their way? Are you about to put something in another teams way?Rob Betcher, PMP, CSM & ACP 19. How is SAFe implemented (contd.)?9. Setup Roles and Responsibilities for the Following Members System Team Define their Roles and Responsibilities making sureeveryone is clear on their Job Description. Product Manager/ Owner-(see later list of Responsibilities) System Architect Ensure they are clear on their role and their teamsresponsibilities. Release Train Engineer Responsible for the Management ofReleases. Should have some form of a high-level release plan alongwith familiarization of Environments and Organization Process. UX and Shared Resources Misc. support staff that should know theirJob Descriptions. Release Management Team Team members assigned to supportRelease Train Engineer during Release Planning and Execution.Rob Betcher, PMP, CSM & ACP 20. How is SAFe implemented (contd.)?9. Setup Roles and Responsibilities (contd.)Rob Betcher, PMP, CSM & ACP Other Roles Program Manager Agile Coach Project Manager SCRUM Master 21. Rob Betcher, PMP, CSM & ACP Q and A What are the roles and responsibilities of a Product Owner/ Manager? Role The Product Owner/ Product Manager is typically a project's key stakeholder.Part of the product owner responsibilities is to have a vision of what he or shewishes to build, and convey that vision to the scrum team. This is key tosuccessfully starting any agile software development project. The agile productowner does this in part through the product backlog, which is a prioritizedfeatures list for the product. The product owner is commonly a lead user of the system or someone frommarketing, product management or anyone with a solid understanding ofusers, the market place, the competition and of future trends for the domainor type of system being developed. 22. Rob Betcher, PMP, CSM & ACP Q and A What are the roles and responsibilities of a ProductOwner/ Manager? (contd.) Responsibility The Product Owner is not the Project Manager, but may beresponsible for budgets, POs and Invoices in some cases. Writing user stories in plain English that offer the team aclean comprehendible manner that conveys the POs needs.All of which starting much like the following: As a , I want so that . 23. Rob Betcher, PMP, CSM & ACP Q and A What are the roles and responsibilities of theSCRUM Master? Role A SCRUM Masters main purpose is to facilitate. Their job is tofacilitate the typical SCRUM meetings (i.e. Daily SCRUM,Sprint Planning, Release Planning, Retrospective, etc) Theyare not the Project Manager, Team Secretary or Meeting NoteTaker. Their job is to help the team do their job efficiently andeffectively. 24. Rob Betcher, PMP, CSM & ACP Q and A What are the roles and responsibilities of the SCRUMMaster? (contd.) Responsibilities Facilitate all SCRUM Meetings Setup all SCRUM Meetings (Send Invites, book rooms, etc) Assist the Team in removing Road Blocks/ Impediments Review the Backlog and assist team members in its maintenance Provide valued Reporting to the Team, Product Owner, Coachesand PMO 25. Rob Betcher, PMP, CSM & ACP Q and A Who is responsible for making sure the Backlog is maintained? Backlog Maintenance is another responsibility of the Product Owner (w/verification by the SCRUM Master/ Team). This includes: Ensuring all User Stories can be comprehended by the team, and individuals completingthe work. The PO should attempt to refrain from solution-ing or architecting, unless it iscritical to conveying the rationale for the story (These stories should be checked with theteam during the Grooming Session and Planning Sessions). All User Stories have Conditions of Satisfaction/ A Definition of Done All User Stories have been prioritized (Priorities should only be set during GroomingSessions with Team to ensure work completion is attainable) All User Stories have been sized with points (Points should only be entered duringPlanning Sessions) All User Stories have been assigned a Release (Releases should only be set during theGrooming Session or Planning Session) All Future and Current work is accounted for in the Backlog and Release Backlog. 26. Rob Betcher, PMP, CSM & ACP Q and A What is the list of SCRUM Meetings? Backlog Grooming Sprint / Release Planning Daily SCRUM/ Standup SCRUM of SCRUMS Sprint Review/ Retrospective 27. Rob Betcher, PMP, CSM & ACP Q and A What is the list of Agile Meetings? Product Visioning Product Roadmap Release Planning Product Manager/ Owner Iteration Planning 28. Rob Betcher, PMP, CSM & ACP Q and A Why is the team attending these specific meetings when96% of meetings provide no value or a productiveoutcome? The purpose of these meetings is to help the team avoid ad hocmeetings that may not offer value to the team. These meetingsare designed to avoid communication mishaps while providing theteam a framework of consistency, which aligns team membersobjectives. These meetings, also, provide a form OsmoticCommunication that allows team members to gain broaderknowledge on the inner workings of the project. It is thiscommunication that assists the team in reaching a cadence,quicker. 29. Rob Betcher, PMP, CSM & ACP Q and A Why a Daily SCRUM? And why is it Mandatory? The Daily SCRUM reduces confusion across business units andteam members. The Daily SCRUM is a very good method for OsmoticCommunication. The Daily SCRUM reduces ad hoc meetings, emails and phonecalls that can take up multiple hours in the day. The Daily SCRUM ensures that team members are informed andworking toward a common goal, while synchronizingdeliverables. 30. Rob Betcher, PMP, CSM & ACP Q and A Why a Daily SCRUM? And why is it Mandatory? (contd.) The Daily SCRUMensures that theteam is rowing inthe samedirection. It helps eliminateAd hoccommunicationthat may impedethe teams pro-ductivity. 31. Rob Betcher, PMP, CSM & ACP Q and A What is the proper format and process for aDaily SCRUM? Below are 2 very good examples of well formedDaily Standups: http://www.youtube.com/watch?v=q_R9wQY4G5I http://tv.ssw.com/1279 32. Rob Betcher, PMP, CSM & ACP Q and A Is SCRUM Micro Management? It can appear that way in the beginning, due to the distilling of stories into well-defined tasks.However, it is not Micro Management. Distilling and tracking tasks is not to see who is andwho is not working. The method of breaking down stories into well defined tasks has many purposes, as listedbelow: This helps the team assess work they can and cant do, ultimately ensuring the team meets or beats itscommitments. You cant know where you need to go unless you know where you are. Teams that over commit and under deliver tend to be plagued with strife among team members, dueto undue stress placed on the team. Teams that under commit tend to be unproductive resulting inthe dissolution of the team and the consolidation of positions. This helps the team plan sprints better by avoiding the over committing and under delivering pitfall.Most teams have the habit of over committing to work that the team cant complete. As mentionedabove this results in turmoil and a hostile environment. This helps the team assess whether they need to add resources or move resources to more criticaltasks. This helps the team synchronize deliverables with external teams. 33. By Robert R. Betcher, PMP, CSM & ACPwww.betcherconsulting.comThe EndRob Betcher, PMP, CSM & ACP

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