agilelive – accelerate enterprise agile with the scaled agile framework®: part i

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Part I May 13, 2013 Dean Leffingwell Scaled Agile Framework Creator Andy Powell Product Evangelist and Scaled Agile Framework Program Consultant, VersionOne

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Interested in finding out how to scale agile faster, easier and smarter using the Scaled Agile Framework® (SAFe)? If so, make sure you watch this two-part webinar series! Scrum, XP, Kanban and related methods have been proven to provide step changes in productivity and quality for software teams. However, these methods do not have the native constructs necessary to scale across the enterprise. What the industry desperately needs is a solution that moves from a set of simplistic, disparate, development-centric methods, to a scalable, unified approach that addresses the complex constructs and additional stakeholders in the organization – and accelerates the realization of enterprise-class product or service initiatives via aligned and cooperative solution development. Part I: Join Dean Leffingwell, software industry veteran and Lean Systems Society Fellow, for an overview of SAFe, a publicly–accessible knowledge base of proven lean and agile practices for enterprise-class software development. Dean Leffingwell, software industry veteran and Lean Systems Society Fellow, has spent his career helping software teams achieve their goals. A renowned methodologist, author, coach, entrepreneur and executive, Dean's most recent project is the Scaled Agile Framework (scaledagileframework.com), a public-facing website which describes a comprehensive system for scaling lean and agile practices to the largest software enterprises. Andy Powell is Product Evangelist for VersionOne and Scaled Agile Framework Program Consultant. During his 12-year career in the software development industry, Andy has assisted in numerous 500+ person agile tool rollouts with companies such as Siemens, Adobe, EMC and Sabre, giving him considerable experience in leading major projects. Andy received a Bachelor of Science degree in Mechanical Engineering from the University of Notre Dame and graduated magna cum laude. Lee Cunningham is an Enterprise Agile Coach for VersionOne focused on agile program and portfolio management. Lee has trained and consulted with hundreds of teams in organizations of all sizes in the US, Canada and the UK. Lee served in the United States Air Force and earned a Bachelor of Business Administration degree from the University of North Florida.

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Page 1: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

Part I May 13, 2013 Dean Leffingwell Scaled Agile Framework Creator

Andy Powell Product Evangelist and Scaled Agile Framework Program Consultant, VersionOne

Page 2: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

2 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

© 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC.

Scaled Agile Framework ® is a trademark of Leffingwell, LLC.

Accelerate Enterprise Agile Adoption

with Scaled Agile Framework ®

A Leadership Guide to Building the

Lean|Agile Enterprise

Training . Certification . Community

[email protected]

Twitter: @ScaledAgile

V6.1

Page 3: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

3 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Agenda

Leadership

Lean|Agile and Business Benefits

SAFe Core Values

Code Quality

Program Execution

Alignment

Transparency

Page 4: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

4 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Lean|Agile and Business

Benefits

Page 5: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

5 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Keeping Pace

Our modern world runs on software. What doesn't

now, likely will soon.

We’ve had Moore’s Law for hardware, and Moore’s

Law+ for envisioning what software could do

But our prior development practices – waterfall, RAD,

iterative and incremental – haven’t kept pace

Agile shows the greatest promise, but was developed

for small team environments

We need a new approach – one that harnesses the

power of Agile and Lean – but applies to the needs of

the largest software enterprises

Our methods must keep pace with an increasingly complex world

Page 6: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

6 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

The Scaled Agile Framework (SAFe)

The Scaled Agile Framework is a proven, publicly-facing framework

for applying Lean and Agile practices at enterprise scale

Synchronizes alignment,

collaboration and delivery

Well defined in books

and now on the web

Scales successfully to large

numbers of practitioners and

teams

Core values:

1. Code Quality

2. Program Execution

3. Alignment

4. Transparency

®

http://ScaledAgileFramework.com

Page 7: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

7 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Roots of the Scaled Agile Framework

Lean Thinking Product

Development Flow Agile Development

Field experience at

enterprise scale

Iterative and

Incremental

Development

Page 8: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

8 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Framework Creator: Dean Leffingwell

Founder and CEO ProQuo, Inc., Internet

identity

Senior VP Rational Software

Responsible for Rational

Unified Process (RUP) &

Promulgation of UML

Founder/CEO Requisite, Inc.

Makers of RequisitePro

Founder/CEO RELA, Inc.

Colorado MEDtech

Creator: Scaled

Agile Framework

Agile Enterprise

Coach To some of the

world’s largest

enterprises

Agile Executive Mentor BMC, John Deere

Chief Methodologist Rally Software

Cofounder/AdvisorPing Identity, Roving Planet,

Silver Creek Systems, Rally

Software

Page 9: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

9 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Contributors

Principal

Contributors

Drew Jemilo

Alan Shalloway

Colin O’Neill

Community Enterprise

Adopters

Associate

Methodologist

Acknowledgements

Alex Yakyma

Page 10: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

10 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Business Results

Field Issue resolution time: down 42%

Warranty Expense: down 50%

Time to production: down 20%

Time to market: 20% faster

Employee engagement: Up 9.8%

More responsive to market changes

and customer demands

Development teams more engaged,

empowered

Productivity up 20-50%

Significantly improved Product

Management-Development teamwork

Higher returns, reduced investments in

unfinished or unshipped work

John Deere ISG

Source: Chad Holdorf, John Deere, Intelligent Systems Group.

Dallas, Texas Presentation, Dec 2011

Source: QSM Associates Press Release, Sep, 2007

Page 11: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

11 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

SAFe Delivers Business Results

Agile teams

average 37-50%

faster to market

− QSM research

Significant

increase in

employee

engagement

- John Deere

Our agile

programs

introduced 50%

less defects into

production

− Confidential

We experienced a

20-50% increase

in productivity

− BMC Case Study

Page 12: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

12 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Business Results

Productivity has increased by at least

20-25%

Time to market and level of quality has

increased dramatically

Nearly zero defects after each tire store

system release

“No additional headcount and we're

taking on more than we ever have”

March 12, 2012 News Release

“TradeStation Receives Highest Rating In

Barron’s Magazine’s Annual Ranking of

Online Brokerage Firms”

Best Trading Experience and

Technology

Higher star-rating than 23 other

offerings leading brokers, including

TDAmeritrade, Charles Schwab,

Fidelity, E*TRADE…

Source: Chris Chapman, Director of Product Development,

Discount Tire

Source: Keith Black, CTO and VP, Product Development,

TradeStation Technologies

Page 13: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

13 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Lean Thinking Provides the Tools We Need

Respect for

People

Product

Development

Flow

Kaizen

Page 14: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

14 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Goal: Speed, Value, Quality

THE GOAL

Sustainably shortest lead time

Best quality and value to people

and society

Most customer delight, lowest

cost, high morale, safety

All we are doing is looking at the timeline,

from the moment the customer gives us

an order to the point where we collect the

cash. And we are reducing the time line by

reducing the non-value added wastes.

Taiichi Ohno

We need to figure out a way to deliver

software so fast that our customers don’t

have time to change their minds.

Mary Poppendieck

Most software problems will exhibit

themselves as a delay.

Alan Shalloway

Respect for

People

Product

Development

Flow

Kaizen

Page 15: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

15 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Respect for People

Develop individuals and teams;

they build products

Empower teams to continuously

improve

Build partnerships based on

trust and mutual respect

Your customer is whoever

consumes your work

Don’t trouble your customers

Don't force people to do

wasteful work

Don't overload them

Don't make them wait

Don't impose wishful thinking

Equip them with problem-solving

tools

Form long-term relationships based

on trust

Respect for

People

Product

Development

Flow

Kaizen

PEOPLE

Page 16: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

16 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Kaizen

BECOME RELENTLESS IN:

Reflection

Continuous improvement as an

entreprise value

Steady, small improvements

Consider all data, then implement

change rapidly

Reflect at key milestones to identify

and improve shortcomings

Use tools like retrospectives, root

cause analysis, and value stream

mapping

Protect the knowledge base by

developing stable personnel and

careful succession systems

Respect for

People

Product

Development

Flow

Kaizen

Page 17: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

17 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Product Development Flow

1. Take an economic view

2. Actively manage queues

3. Understand and exploit

variability

4. Reduce batch sizes

5. Apply WIP constraints

6. Control flow under uncertainty:

cadence and synchronization

7. Get feedback as fast as

possible

8. Decentralize control Reinertsen, Don. Principles of Product Development Flow

Respect for

People

Product

Development

Flow

Kaizen

Page 18: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

18 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Take an Economic View

Develop an economic

framework for

decision making

Empower local

decision making

Do not consider money

already spent

Understand the full

value chain

Sequence jobs for

maximum benefit

Base your decisions on economics

Cycle Time Cost

Value Development

Expense

Risk

Adapted from: Reinertsen, Don. Principles of Product Development Flow

Decisions simultaneously affect multiple variables.

Understanding these interdependencies and

constraints is vital.

Page 19: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

19 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Agile Accelerates Value Delivery

4 444 :

Documents Documents Unverified Code Software

Page 20: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

20 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Agile Process Movement

Iterative

Processes Spiral RAD RUP…

Agile (Adaptive)

Processes Scrum, XP, Lean, Open UP, FDD, Crystal…

1970 1980 1990 2000

Predictive

Process

2010

Enterprise

Agility

SAFe

Enterprises

BMC Software,

TradeStation

Technologies,

John Deere,

Nokia,

Tripwire,

Mitchell

International,

Discount Tire,

Nokia Siemens

Networks,

Nordstrom,

SEI, Visa,

ValPak

Page 21: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

21 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Makes Money Faster

TIME

VA

LU

E D

ELIV

ER

Y

Page 22: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

22 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Reduces Risk R

isk

Agile

Waterfall

Time

Deadline

?

Page 23: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

23 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Delivers Better Fit for Purpose

Time

waterfall plan, result

agile

(adaptive) plan, result

Measure of

waterfall customer

dissatisfaction

Page 24: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

24 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

SAFe Core Values

Page 25: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

25 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Page 26: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

26 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Agile Teams

Empowered, self-organizing, self-managing teams with

developers, testers, and content authority

Teams deliver valuable, fully-tested software increments every

two weeks

Teams apply Scrum project management practices and XP

technical practices

Teams operate under program vision, system, architecture and

user experience guidance

Value description via User Stories

Page 27: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

27 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Code Quality

You can’t scale crappy code

Agile Architecture

Continuous Integration

Test-First

Refactoring

Pair Work

Collective Ownership

Code Quality Provides:

Higher quality products and

services, customer

satisfaction

Predictability and integrity of

software development

Development scalability

Higher development velocity,

system performance and

business agility

Ability to innovate

Page 28: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

28 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Scale to the Program Level

Common sprint lengths and normalized velocity

Face-to-face planning cadence provides development

collaboration, alignment, synchronization, and assessment

Value description via Features and Benefits

Self-organizing, self-managing team-of-agile-teams committed

to continuous value delivery

Continuously aligned to a common mission around enterprise

value streams

Deliver fully tested, system-level solutions every 8-12 weeks.

Page 29: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

29 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Develop on Cadence. Deliver on Demand.

Development occurs on a fixed cadence. The business decides when

value is released.

Deliver on Demand

Major

Release Customer

Upgrade

Customer

Preview

Major

Release New

Feature

Develop on Cadence

PSI PSI PSI PSI PSI

Page 30: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

30 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Program Execution

Agile Release Trains – self-organizing teams of agile teams – reliably

and frequently deliver enterprise value

Driven by Vision and

Roadmap

Lean, economic

prioritization

Frequent, quality

deliveries

Fast customer feedback

Fixed, reliable cadence

Regular Inspect and

Adapt drives continuous

improvement

Page 31: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

31 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Scale to the Portfolio

Centralized strategy, decentralized execution

Investment themes provide operating budgets for release trains

Business and architectural epic kanban systems provide visibility

and work-in-process limits for product development flow

Enterprise architecture is a first class citizen

Objective metrics support governance and kaizen

Value description via Business and Architectural Epics

Page 32: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

32 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Alignment

Alignment from Portfolio to Program to Team

Clear content authority

Face-to-face planning

Aligned Team, Program

and Business Owner

objectives

Cross-team and cross-

program coordination

Architecture and UX

guidance

Match demand to

throughput

Alig

nm

ent

Business Owners

Page 33: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

33 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Program Portfolio Management

SAFe patterns provide a transformational roadmap

#1 Centralized control Decentralized decision-making

#2 Project overload Continuous value flow

#3 Detailed project plans Lightweight business cases

#4 Centralized annual planning Decentralized, rolling-wave planning

#5 Work Breakdown Structure Agile estimating and planning

#6 Project-based funding Agile Release Trains

#7 Projects and PMBOK Self-managing teams and programs

#8 Waterfall milestones Objective, fact-based measures and

milestones

Legacy PPM Agile PPM

Page 34: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

34 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Agile Program Portfolio Management

Agile Program Portfolio Management fulfills key responsibilities

Agile estimating and

planning

Agile Release Trains

Agile Program

Management

Decentralized decision-

making

Continuous value flow

Lightweight business

cases

Decentralized, rolling-

wave planning

Objective, fact-

based measures

and milestones

Page 35: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

35 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Transparency

Transparency builds confidence, alignment and trust

All backlogs and

progress visible to all

stakeholders

Objective reporting

based on working,

tested, evaluated code

Everyone understands

backlog, capacity,

velocity, WIP

Management leads

and fosters open

environment

Tra

nspare

ncy

Page 36: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

36 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Leadership

Page 37: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

37 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Foundation: Leadership

Management understands and

teaches lean and agile behaviors

Management is trained in practices

and tools of continuous improvement

Management takes responsibility for

Lean|Agile success

Management teaches employees

problem solving and corrective

action

Managers are expected to see with

their own eyes

Managers develop people. People

develop solutions.

Respect for

People

Product

Development

Flow

Kaizen

Lean-Thinking Manager-

Teachers

Management is trained in

lean thinking

Bases decisions on this

long term philosophy

Page 38: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

38 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Next Steps

Browse the framework

Read the book

Build your expertise with training

and certification

Accelerate value delivery with

your first Agile Release Train

Get help from the experts at

Scaled Agile and Scaled Agile

Partners

Join the community

Become a SAFe

Lean Thinking

Manager-Teacher

Launch Agile

Release Trains

Leverage the

Community

Page 39: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

39 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

Conclusion

The foundation of Lean

is leadership

The foundation of SAFe

is you

Page 40: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

40 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

S e e s c a l e d a g i l e f r a m e w o r k . c o m / i m p l e m e n t i n g f o r m o r e i n f o r m a t i o n

Page 41: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

41 © 2008 - 2013 Scaled Agile, Inc. and Leffingwell, LLC. All rights reserved.

ScaledAgileFramework.com Browse the Scaled Agile Framework

Read Agile Software Requirements:

Lean Requirements Practices for

Teams, Programs, and the Enterprise

Get Training, Certification and Courseware

from Scaled Agile Academy

Get help on implementation strategy,

and customizable Scaled Agile Process

and Scaled Agile Framework

Learn how to launch Agile Release Trains

with the Agile Release Train Quickstart

Get help from the experts and the extensive

service delivery partner community

at Scaled Agile Partners

Join the Scaled Agile Framework community

DeanLeffingwell.com/book-agile-software-requirements/

ScaledAgileAcademy.com

ScaledAgile.com

ScaledAgile.com/launch-agile-release-train

ScaledAgilePartners.com

Community.ScaledAgileAcademy.com

Page 42: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

© 2013 VersionOne 42

• Join us next week for Part II of this webinar series:

– When: Wed., May 22, 12 noon ET

– Where: Use the same webinar access details

– Who: Andy Powell, Product Evangelist and Scaled Agile Framework Program Consultant, Lee Cunningham, Enterprise Agile Coach, Version One

Join us for Part II – Same Time Next Wednesday!

Learn how to implement Scaled Agile Framework and VersionOne to scale agile faster, easier and smarter.

Page 43: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

© 2013 VersionOne 43

Portfolio Level: Investment Theme Allocation

Page 44: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

© 2013 VersionOne 44

Program Level: Release Train Roadmap

Page 45: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

© 2013 VersionOne 45

Team Level: TeamRoom

Page 46: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

© 2013 VersionOne 46

• Please submit any questions using the Question feature on your control panel.

• Next steps

Q&A

• Join us next week – Part II – Wed., May 22, 12 noon ET

• Sign up for the SAFe Monthly Newsletter and ask questions at

Community.ScaledAgile.com

• Get SAFe Training, Certification and Courseware at

ScaledAgileAcademy.com

• Join VersionOne’s Agile Managers Forum on LinkedIn –

Top 10 questions, recording and slides

Page 47: AgileLIVE – Accelerate Enterprise Agile with the Scaled Agile Framework®: Part I

Thank you for joining us today!