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copyright (c) Net Objectives, Inc. All Rights Reserved. 3 May 2019 1 Going beyond Lean and Agile FLow for Enterprise Transformation © Copyright Net Objectives, Inc. All Rights Reserved © Copyright Net Objectives, Inc. All Rights Reserved 2 Al Shalloway CEO, Founder alshall@NetObjectives.com @AlShalloway Co-founder of Lean-Systems Society Co-founder Lean-Kanban University Contributor to SAFe 1 2

FLow for Enterprise Transformation - Net Objectives · The goal is business agility: The quick realization of value predictably, sustainably and with high quality Focus on the work,

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

1

Going beyond Lean and Agile

FLow for Enterprise Transformation

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 2

Al ShallowayCEO, Founder

[email protected]

@AlShalloway

Co-founder of Lean-Systems SocietyCo-founder Lean-Kanban University Contributor to SAFe

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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3 © Copyright Net Objectives. All Rights Reserved. 3 May 2019

Lean ManagementProject Management

Kanban / Scrum ATDD / TDD / Design Patterns

technical

ASSESSMENTS

CONSULTING

TRAINING

COACHING

Lean for ExecutivesProduct Portfolio ManagementBusiness Product OwnerProduct Owner

FLEXFLEX & SAFe

PM/PO

© Copyright Net Objectives, Inc. All Rights Reserved 4

poll

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 5

Agenda

1. The dilemma we’re in

2. FLEX in a nutshell

3. The mindshifts of FLEX

4. The value stream of the effective organization

5. Discovering what’s in our way

6. Creating a roadmap and rolling it out

7. FLEX and SAFe®

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 6

Agenda

1. The dilemma we’re in

2. FLEX in a nutshell

3. The mindshifts of FLEX

4. The value stream of the effective organization

5. Discovering what’s in our way

6. Creating a roadmap and rolling it out

7. FLEX and SAFe®

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 7

Dilemma Need a well-defined starting point.

But a pre-set starting point is not likely to be well suited to the organization.

Starting with a framework means there is not enough time to teach key practices up front.

Solution: Create a starting point for your organization based on its needs. Focus on practices needed with as little framework as possible

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 8

Agenda

1. The dilemma we’re in

2. FLEX in a nutshell

3. The mindshifts of FLEX

4. The value stream of the effective organization

5. Discovering what’s in our way

6. Creating a roadmap and rolling it out

7. FLEX and SAFe®

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 9

ideas

FLEX in a nutshell

1. Goal: Achieve Business Agility

2. Why: Manifest the purpose of the organization and their people

3. What: Achieve flow with systems, Flow and Lean thinking

4. How: Provide a starting, tailored framework to an organization

• Business agility: The quick realization of business value predictably, sustainably and with high quality

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 10

ideas

FLEX in a nutshell

1. Goal: Achieve Business Agility

2. Why: Manifest the purpose of the organization and their people

3. What: Achieve flow with systems, Flow and Lean thinking

4. How: Provide a starting, tailored framework to an organization

• The purpose of an organization is to provide value to the customers and a great working environment so that their employees can manifest a sense of purpose and be acknowledged for that

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copyright (c) Net Objectives, Inc. All Rights Reserved.

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 11

ideas

FLEX in a nutshell

1. Goal: Achieve Business Agility

2. Why: Manifest the purpose of the organization and their people

3. What: Achieve flow with systems, Flow and Lean thinking

4. How: Provide a starting, tailored framework to an organization

• Achieve flow in the organization using Flow and Lean-Thinking, culture, organizational development, human behavior, laws of software development, effective leadership and management

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 12

ideas

FLEX in a nutshell

1. Goal: Achieve Business Agility

2. Why: Manifest the purpose of the organization and their people

3. What: Achieve flow with systems, Flow and Lean thinking

4. How: Provide a starting, tailored framework to an organization

• Provide a starting framework to an organization that has been tuned for the organization and a method to improve it on an ongoing basis

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 13

Agenda

1. The dilemma we’re in

2. FLEX in a nutshell

3. The mindshifts of FLEX

4. The value stream of the effective organization

5. Discovering what’s in our way

6. Creating a roadmap and rolling it out

7. FLEX and SAFe®

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 14

The Mindshifts of FLEXThe goal is business agility: The quick realization of value predictably, sustainably and with high quality

Focus on the work, not the framework

Do this by looking at flow

Implement flow with Lean

Start with a framework customized to your situation• Focus on the work• Less (even no) resistance• People understand the why of the framework• People learn principles from past experience, need to be taught practices

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copyright (c) Net Objectives, Inc. All Rights Reserved.

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 15

Business Agilityfocuses on value realized by having the

business identify, prioritize and sequencethe work to be done and allocate it

appropriately to the development teams

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 16

DEFINITION

The realization of the highest business value in a shorter amount of time, predictably, sustainably, and with high quality.

By working in small delivery increments we continuously adjust to what is needed – enabling change to direction at low cost.

Goal and Benefit of Business Agility

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 17

DEFINITION

The minimum amount of business value that can be built, deployed and consumed that makes sense from a business perspective

Minimum Business Increment (MBI)

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 18

An MBI is not a reason to deliver less.

It is a reason to deliver sooner.

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 19

There’s nothing quite so useless, as doing with great efficiency, something that should not be done at all.

-Peter Drucker

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 20

Often reducing batch size is all it takes to bring a system back into control

Eli Goldratt

smaller vs. bigger chunks

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 21

Flow thinking Remove delays by managing queues

Achieve short feedback cycles

Reduce cost of delay

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 22

Lean thinking Attend to the system

Create an ecosystem within which people can work effectively (leadership needed)

Attend to time

Act as if avoiding errors is always worth it

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copyright (c) Net Objectives, Inc. All Rights Reserved.

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 23

Agenda

1. The dilemma we’re in

2. FLEX in a nutshell

3. The mindshifts of FLEX

4. The value stream of the effective organization

5. Discovering what’s in our way

6. Creating a roadmap and rolling it out

7. FLEX and SAFe®

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

The value stream of the effective organization

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 25

A system must be managed. It will not manage itself. Left to themselves, components become selfish, competitive, independent profit centers, and thus destroy the system … The secret is cooperation between components toward the aim of the organization.

- W. Edwards Deming

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

VALUE STREAM NETWORK ARCHITECT

STRATEGIC PLANNING & LEANPORTFOLIO MANAGEMENT

L E A N P R O D U C T M A N A G E M E N TA n d I N TA K E P R O C E S S R E L E A S E

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

14

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

VALUE STREAM NETWORK ARCHITECT

LEAN PRODUCTMANAGEMENT

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

R E L E A S EP L A N N I N G

Iterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

15

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

VALUE STREAM NETWORK ARCHITECT

L E A N P R O D U C T M A N A G E M E N TA n d I N TA K E P R O C E S S R E L E A S E

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

P L A N N I N GIterations or Flow

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

VALUE STREAM NETWORK ARCHITECT

L E A N P R O D U C T M A N A G E M E N TA n d I N TA K E P R O C E S S R E L E A S E

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

16

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

VALUE STREAM NETWORK ARCHITECT

L E A N P R O D U C T M A N A G E M E N TA n d I N TA K E P R O C E S S R E L E A S E

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GI M P L E M E N TAT I O N

& I N T E G R AT I O N

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 32

Agenda

1. The dilemma we’re in

2. FLEX in a nutshell

3. The mindshifts of FLEX

4. The value stream of the effective organization

5. Discovering what’s in our way

6. Creating a roadmap and rolling it out

7. FLEX and SAFe®

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

17

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

chunks of work too big

Work items not properly prioritized

poor intake process

Limited skills / expertise

insufficient collaboration

high technical debt

integration errors

working on too many things

teams not understanding needs of the business

Ops blindsided and pulled in many directions

takes too long to get anything done

lack of visibility

Ineffective budgetary process

Problems discovered late

unclear requirements

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

chunks of work too big

Work items not properly prioritized

poor intake process

Limited skills / expertise

insufficient collaboration

high technical debt

integration errors

working on too many things

teams not understanding needs of the business

Ops blindsided and pulled in many directions

takes too long to get anything done

lack of visibility

Ineffective budgetary process

Problems discovered late

unclear requirements

___ Takes too long to get anything done___ Working on too many things___ Ineffective budgetary process___ Work items not properly prioritized___ Chunks of work too big___ Lack of visibility___ Ineffective intake process___ Unclear requirements___ Shadow IT (SOX, cyber issues)

Listed in approximate order in the value stream (mark severity from 1 to 3)

___ Teams not understanding needs of the business

___ Insufficient collaboration across the teams

___ Limited skills, expertise___ High technical debt___ Integration errors___ Problems discovered late___ Ops blindsided and pulled in many

directions

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

18

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

19

Strategic Themes

Epics

Solutions

Features

Stories

Right-sized Stories

Tasks

MVP

MMF

OKRs (Objectives and Key Results)

Initiatives

Business Increments / Epics

Minimum Business Increments and/or MVPs

Features / Scenarios

User Stories

Right-sized Stories

Tasks

Strategies

Artifact Hierarchies

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Intake process

Put MBIs, MVPs, MVRs on backlogSequenced with WSJFAdd architectural stories

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copyright (c) Net Objectives, Inc. All Rights Reserved.

3 May 2019

20

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Planning

Plan per SAFePlan 1-2 iterations ahead

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Test-First?

ATDD is an essential skill that should be taught up front.

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SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Quality of Team Process

Scrum? Kanban? Team-Agility?No one size fits all.

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Organization of Teams

How much do value streams cross across different teams?Are their platforms present?

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SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Inte

r-ru

pti

on

s?

How often are teams interrupted?Why?What can be done?

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Ease of changing

code?

Level of technical debtQuality of codeHow much is quick delivery a business value?

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SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Unit TDD

Eventually teams should get to Unit TDD

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

How well are dependencies being managed?What would it take to get rid of them?Is there the equivalent of a business architect?

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SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Shared Services

Are shared services using Kanban?

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

DevOps

Is DevOps being done?

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SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

Level of Test-Automation

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 50

Agenda

1. The dilemma we’re in

2. FLEX in a nutshell

3. The mindshifts of FLEX

4. The value stream of the effective organization

5. Discovering what’s in our way

6. Creating a roadmap and rolling it out

7. FLEX and SAFe®

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 51

Dimensions of a Roadmap1. Content

• Where you are • Skill set

2. Order• Where you can start• How one thing sets up another

3. Speed• Culture• Sponsor

© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 52

ATDD

Business Product Management

CTO / CIOProduct Owners

Director Team

Strategic planningOKRs

Use MBIs

Intake ProcessQuality of

development team process

Planning Across Teams

Dealing with Interruptions

Design Patterns Thinking

Unit TDD

Managing Dependencies

Ad

d T

est

Au

tom

atio

n Quality of shared

services process

DevOps Level 0

Missing Roles

Qu

alit

y o

f te

am o

rgan

izat

ion

Local

Ph

ase

1

DevOps Level 1

GlobalMultiple options

Mid-range

Ph

ase

2P

has

e 3

Start as far to the left as you can based upon who is sponsoring the transformation

Start these as soon as you can.

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© Copyright Net Objectives, Inc. All Rights Reserved© Copyright Net Objectives, Inc. All Rights Reserved 53

Agenda

1. The dilemma we’re in

2. FLEX in a nutshell

3. The mindshifts of FLEX

4. The value stream of the effective organization

5. Discovering what’s in our way

6. Creating a roadmap and rolling it out

7. FLEX and SAFe®

SolutionsBacklog

CapabilitiesEnablers

Note: Feedback loops are not shown but are present throughout the value stream

TEAM-LEVEL PLANNING IMPLEMENTATION & INTEGRATION

RELEASE

STRATEGIES

ProgramBacklog

MMFs,Features,Enablers

PortfolioBacklog

Epics, Solutions, MVPS, Enablers Value stream

strategic themes

BUSINESSSTAKEHOLDER

TECHNOLOGYSTAKEHOLDER

ENTERPRISEARCHITECT

OTHERSTAKEHOLDERS

LEANPORTFOLIO

MANAGEMENT

Portfolio

SOLUTIONARCHI/ENG

SOLUTIONMGMT

SOLUTIONTRAIN

ENGINEER

Large Solution

SYSTEMARCHITECT

PRODUCTMANAGER

PRODUCTOWNER

RTE

Program

Team

TeamBacklogs

Features, Stories, Enablers

OPS SUPPORTMARKETING

SHARED SERVICES

TEAM

TEAM

TEAM

TEAM

BENEFITS

REQUIREMENTS

Copyright © Net Objectives, Inc. All Rights Reserved

Solution Train

SAFe® as FlowEnterprise

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28

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

VALUE STREAM NETWORK ARCHITECT

SolutionsBacklog

CapabilitiesEnablers

Note: Feedback loops are not shown but are present throughout the value stream

TEAM-LEVEL PLANNING IMPLEMENTATION & INTEGRATION

RELEASE

STRATEGIES

ProgramBacklog

MMFs,Features,Enablers

PortfolioBacklog

Epics, Solutions, MVPS, Enablers Value stream

strategic themes

BUSINESSSTAKEHOLDER

TECHNOLOGYSTAKEHOLDER

ENTERPRISEARCHITECT

OTHERSTAKEHOLDERS

LEANPORTFOLIO

MANAGEMENT

Portfolio

SOLUTIONARCHI/ENG

SOLUTIONMGMT

SOLUTIONTRAIN

ENGINEER

Large Solution

SYSTEMARCHITECT

PRODUCTMANAGER

PRODUCTOWNER

RTE

Program

Team

TeamBacklogs

Features, Stories, Enablers

OPS SUPPORTMARKETING

SHARED SERVICES

TEAM

TEAM

TEAM

TEAM

BENEFITS

REQUIREMENTS

Copyright © Net Objectives, Inc. All Rights Reserved

Solution Train

SAFe® as FlowEnterprise

Full SAFe has more roles than needed

Use of overloaded (Epics), redefined (MMFs, value streams) and repurposed terms

(MVPs) create confusion while creating the need to add new terms (Solutions).

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SolutionsBacklog

CapabilitiesEnablers

Note: Feedback loops are not shown but are present throughout the value stream

TEAM-LEVEL PLANNING IMPLEMENTATION & INTEGRATION

RELEASE

STRATEGIES

ProgramBacklog

MMFs,Features,Enablers

PortfolioBacklog

Epics, Solutions, MVPS, Enablers Value stream

strategic themes

BUSINESSSTAKEHOLDER

TECHNOLOGYSTAKEHOLDER

ENTERPRISEARCHITECT

OTHERSTAKEHOLDERS

LEANPORTFOLIO

MANAGEMENT

Portfolio

SOLUTIONARCHI/ENG

SOLUTIONMGMT

SOLUTIONTRAIN

ENGINEER

Large Solution

SYSTEMARCHITECT

PRODUCTMANAGER

PRODUCTOWNER

RTE

Program

Team

TeamBacklogs

Features, Stories, Enablers

OPS SUPPORTMARKETING

SHARED SERVICES

TEAM

TEAM

TEAM

TEAM

BENEFITS

REQUIREMENTS

Copyright © Net Objectives, Inc. All Rights Reserved

Solution Train

SAFe® as FlowEnterprise

The choice becomes one of beingincomplete or overly complex

SolutionsBacklog

CapabilitiesEnablers

Note: Feedback loops are not shown but are present throughout the value stream

TEAM-LEVEL PLANNING IMPLEMENTATION & INTEGRATION

RELEASE

STRATEGIES

ProgramBacklog

MMFs,Features,Enablers

PortfolioBacklog

Epics, Solutions, MVPS, Enablers Value stream

strategic themes

BUSINESSSTAKEHOLDER

TECHNOLOGYSTAKEHOLDER

ENTERPRISEARCHITECT

OTHERSTAKEHOLDERS

LEANPORTFOLIO

MANAGEMENT

Portfolio

SOLUTIONARCHI/ENG

SOLUTIONMGMT

SOLUTIONTRAIN

ENGINEER

Large Solution

SYSTEMARCHITECT

PRODUCTMANAGER

PRODUCTOWNER

RTE

Program

Team

TeamBacklogs

Features, Stories, Enablers

OPS SUPPORTMARKETING

SHARED SERVICES

TEAM

TEAM

TEAM

TEAM

BENEFITS

REQUIREMENTS

Copyright © Net Objectives, Inc. All Rights Reserved

Solution Train

SAFe® as FlowEnterprise

SAFe is significantly more than needed for development groups of less than 500 people.And it’s more complicated than necessary even when needed

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30

SUPPORTMARKETING

SHARED SERVICES(e.g. BI)

BUSINESS ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

Feedback loops are not shown but are present throughout the value stream

PRODUCT OWNERS

PRODUCT MANAGER

FLEX

Note: Shared services and Ops are spread across multiple value streams

Ops

DevOps

Team

Bac

klo

gs

© Copyright Net Objectives, Inc. All Rights Reserved

RTE / TDM

S T R AT E G I C P L A N N I N G & L E A NP O R T F O L I O M A N A G E M E N T

P L A N N I N GIterations or Flow

I M P L E M E N TAT I O N& I N T E G R AT I O N

Teams work with cadence and synchronization

R E A L I Z AT I O N O F V A L U E

L E A N P R O D U C T M A N A G E M E N T a n dI N TA K E P R O C E S S

SolutionsBacklog

CapabilitiesEnablers

Note: Feedback loops are not shown but are present throughout the value stream

TEAM-LEVEL PLANNING IMPLEMENTATION & INTEGRATION

RELEASE

STRATEGIES

ProgramBacklog

MMFs,Features,Enablers

PortfolioBacklog

Epics, Solutions, MVPS, Enablers Value stream

strategic themes

BUSINESSSTAKEHOLDER

TECHNOLOGYSTAKEHOLDER

ENTERPRISEARCHITECT

OTHERSTAKEHOLDERS

LEANPORTFOLIO

MANAGEMENT

Portfolio

SOLUTIONARCHI/ENG

SOLUTIONMGMT

SOLUTIONTRAIN

ENGINEER

Large Solution

SYSTEMARCHITECT

PRODUCTMANAGER

PRODUCTOWNER

RTE

Program

Team

TeamBacklogs

Features, Stories, Enablers

OPS SUPPORTMARKETING

SHARED SERVICES

TEAM

TEAM

TEAM

TEAM

BENEFITS

REQUIREMENTS

Copyright © Net Objectives, Inc. All Rights Reserved

Solution Train

SAFe as Flow

Essential SAFe® BUSINESS

ARCHITECT

Intake ProcessProgram backlog

(MBIs/MVPS)

Business BacklogBusiness Increments

Strategies

Objectives and Key Results (OKRs)

BUSINESS STAKEHOLDERS

TECHNOLOGY STAKEHOLDERS

OTHER STAKEHOLDERS

Initiatives

PRODUCT MANAGER

FLEX

Using FLEX’s Lean Portfolio and Product Management Method

on top of Essential SAFe®

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61 © Copyright Net Objectives. All Rights Reserved. 3 May 2019

Lean ManagementProject Management

Kanban / Scrum ATDD / TDD / Design Patterns

technical

ASSESSMENTS

CONSULTING

TRAINING

COACHING

Lean for ExecutivesProduct Portfolio ManagementBusiness Product OwnerProduct Owner

FLEXFLEX & SAFe

PM/PO

61