SAFe 4.0 Distilled: Applying the Scaled Agile Framework for Lean Software and Systems Engineering

395 Pages·2017·22.75 MB·English

by  Richard Knaster, Dean Leffingwell

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®
SAFe 4.0 Distilled
®
Applying the Scaled Agile Framework for Lean Software and
Systems Engineering
Richard Knaster
Dean Leffingwell
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Library of Congress Control Number: 2016961165
Copyright © 2017 Scaled Agile, Inc.
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ISBN-13: 978-0-13-420942-5
ISBN-10: 0-13-420942-7
1 17
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From Richard
To my wife, Ilise, and our sons, Jason and Cole, for their love and support on this
journey. Without their patience and sacrifices this book would not have been possible.
From Dean
Dedicated to my father H.D “Rusty” Leffingwell, 1924–2016. Rest in peace, Dad.
Contents
Preface
Acknowledgments
About the Authors
PART I: Overview
1 Business Need for SAFe
Why Do Businesses Need SAFe?
The Challenge of System Development
Applying New Bodies of Knowledge
Improving System Development Outcomes
The Business Benefits of SAFe
Summary
2 SAFe Overview
The Big Picture
The Levels
The Foundation
The Spanning Palette
Summary
PART II: The Foundation of SAFe
3 Lean-Agile Mindset
Overview
Thinking Lean
Embracing Agility
Applying the Agile Manifesto at Scale
Summary
4 Lean-Agile Leaders
Exhibit the Lean-Agile Mindset
Lead the Change
Know the Way and Emphasize Lifelong Learning
Develop People
Inspire and Align with Mission. Minimize Constraints
Decentralize Decision-Making
Unlock the Intrinsic Motivation of Knowledge Workers
Evolve the Development Manager Role
Summary
5 SAFe Principles
Why Focus on Principles?
Principle #1: Take an Economic View
Principle #2: Apply Systems Thinking
Principle #3: Assume Variability; Preserve Options
Principle #4: Build Incrementally with Fast, Integrated Learning Cycles
Principle #5: Base Milestones on Objective Evaluation of Working Systems
Principle #6: Visualize and Limit WIP, Reduce Batch Sizes, and Manage Queue Lengths
Principle #7: Apply Cadence; Synchronize with Cross-Domain Planning
Principle #8: Unlock the Intrinsic Motivation of Knowledge Workers
Principle #9: Decentralize Decision-Making
Summary
PART III: Program and Team Level
6 The Agile Release Train
Overview
ART Organization
Develop on Cadence. Release Any Time
Vision
Features
Program Backlog
Roadmap
Agile Teams Power the Train
User Stories and the Team Backlog
Summary
7 Planning a Program Increment
Overview
Preparation for the PI Planning Event
Day 1—Create and Review Draft Plans
Day 2—Finalize Plans and Commit
Summary
8 Executing a Program Increment
Overview
The Iteration Cycle
Building Quality In
Improving Team Flow with Kanban
Managing ART Flow
System Demo
Innovation and Planning
Inspect and Adapt
Summary
9 Inspect and Adapt
Overview
PI System Demo
Quantitative Measurement
Retrospective and Problem-Solving Workshop
Inspect and Adapt at the Value Stream Level
Summary
PART IV: Value Stream Level
10 Value Stream Overview
Overview
Economic Framework
Capabilities and the Value Stream Backlog
Value Stream Epics
Defining and Building the Solution
Value Stream Flow
Summary
11 Defining Large and Complex Solutions
Overview
The Solution
Solution Intent
Fixed and Variable Solution Intent
Developing Solution Intent
Documenting Solution Intent
Solution Context
Summary
12 Coordinating ARTs and Suppliers
Overview
Value Stream PI Planning
ART PI Planning
Value Stream Post-PI Planning
Frequent Solution Integration
Value Stream Sync
Solution Demo
Value Stream Inspect and Adapt
Summary
PART V: Portfolio
13 Portfolio Level Overview
Overview
Connecting the Portfolio to the Business
Defining Strategic Themes for a Portfolio
Influence of Strategic Themes
Measuring Progress against Strategic Themes
Portfolio Roles
Lean-Agile Program Portfolio Management
Advancing Solution Behavior with Portfolio Epics
Establishing Enterprise Value Flow
Coordinating Value Streams
Summary
14 Lean-Agile Budgeting, Forecasting, and Contracting
Introduction
Lean-Agile Budgeting
Lean-Agile Planning and Forecasting
Lean-Agile Contracting
Agile Capitalization Strategies
Summary
PART VI: Implementing SAFe
15 The Guiding Coalition
Introduction
The Implementation Roadmap
Reaching the Tipping Point
The Need for a Powerful Coalition
Train Lean-Agile Change Agents
Train Executives, Managers, and Leaders
Charter a Lean-Agile Center of Excellence
Summary
16 Design the Implementation
Introduction
Create the Implementation Plan
Summary
17 Implementing Agile Release Trains
Introduction
Prepare for the ART Launch
Train Teams and Launch the ART