SAFe(R) Coaches Handbook (eBook)

Proven tips and techniques for launching and running SAFe(R) Teams, ARTs, and Portfolios in an Agile Enterprise

Lindy Quick, Darren Wilmshurst (Autoren)

eBook Download: EPUB

2023 | 1. Auflage
332 Seiten
Packt Publishing (Verlag)
978-1-83921-412-7 (ISBN)

Infos

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.

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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.]]>

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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...

Produkt-Details

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