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Comparing Scaled Agile Approaches: Scaled Agile Framework (SAFe) &Disciplined Agile Delivery (DAD)
Rodney Bodamer - Agile Coach, SAFe SPC, CSPGreg Pfister - VP Agile Practices, SAFe SPC, CSP
Presented by:
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Assumptions – Agile Foundations
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Key Characteristics of Agile Delivery
Agile Principles and ValuesAgile Manifesto Values & Principles (DAD and SAFe)Transparency, Program Execution, Code Quality, Alignment (SAFe)
Source: National Audit Office review of literature
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What do we mean by scaling?
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Large Scale Agile Program Teams
4+ Service and Support Teams
Prod
uct M
anag
emen
t
Rele
ase
Man
agem
ent
Dev
Ops
Tea
m
Arch
itect
ure
Team
10+ Delivery Teams
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Scaled Agile Framework (SAFe) “Big Picture”
Well defined and proven knowledge base for implementing agile practices at enterprise scale
Scales successfully to large numbers of practitioners and teams
Building off of Scrum, XP, and Lean agile development approaches
Synchronizes alignment, collaboration and delivery
Elaborated in books: Agile Software Requirements (2011) and Scaling Software Agility (2007)
®
“Big Picture” highlights the individual roles, teams, activities and artifacts necessary to scale agile from the team to program to the enterprise level
Source: Scaledagileframework.com
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Scaled Agile Framework (SAFe) – 3 Levels
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Scale to the Portfolio Level
Roles/Teams
• Enterprise Architect
• Epic Owner• Program Portfolio
Management
Events
• Strategic Investment Planning
• Kanban Portfolio (Epic) Planning
Artifacts
• Investment Themes
• Business and Architecture Epics
• Portfolio Backlog• Portfolio Vision• Metrics
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Scale to the Program Level
Roles/Teams
• Product Management• Release Management• System Team• DevOps• Business Owners• System Architect• Release Train Engineer• UX Architect
Events
• PSI/Release Planning• System Demo• Inspect & Adapt
Workshop
Artifacts
• Product Roadmap• Vision• Program Backlog• Team Backlog• NFRs• Architecture Runway• Business and
Architecture Features• PSI Objectives• Metrics
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Agile Team Level
Roles/Teams
• Agile Teams• Product Owner• Scrum/Agile
Master
Events
• Sprint Planning• Backlog Grooming• Daily Stand-up• Sprint Demo• Sprint
Retrospective• HIP Sprints
Artifacts
• Team Backlog (incl. NFRs)
• Team PSI Objective• Sprint Goals• Working Software• Spikes• Metrics
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Disciplined Agile Delivery (DAD) Delivery Process
“DAD is a goal-driven process framework that is people-first, learning-oriented hybrid agile approach to IT solution delivery. It has a risk-value lifecycle, goal-driven and scalable”
Hybrid, end-to-end agile delivery lifecycle with tailoring strategies
Building off of Scrum, XP, and Lean agile development approaches and methods
Scalable, people first, learning oriented, agile, goal-driven, enterprise aware, risk and value driven
Guidelines for governing enterprise teams in an agile manner
Elaborated in the book: Disciplined Agile Delivery (2012
Source: Disciplined Agile Delivery, Ambler
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Disciplined Agile Delivery (DAD) “Big Picture”
Source: Disciplined Agile Delivery, Ambler
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DAD Inception
• Form initial Teams• Identify the vision for the
project and get approved• Align with enterprise
direction• Identify initial technical
strategy, requirements, and release plan
• Set up work environment• Secure funding• Identify risks
iINCEPTION
Goals for Inception Phase
Source: Disciplined Agile Delivery, Ambler
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DAD Construction
• Produce a potentially consumable solution
• Address changing stakeholder needs
• Move closer to deployable release
• Maintain or improve upon existing levels of quality
• Prove architecture early
Goals for Construction Phase
CONSTRUCTION- ITERATIVEc
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DAD Construction
• Produce a potentially consumable solution
• Address changing stakeholder needs
• Move closer to deployable release
• Maintain or improve upon existing levels of quality
• Prove architecture early
Goals for Construction Phase
CONSTRUCTION- INTEGRATEDc
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DAD Transition
• Ensure the solution is production ready
• Ensure the stakeholders are prepared to receive the solution
• Deploy the solution into production
TRANSITIONt
Goals for Transition Phase
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DAD Scaling Factors and Governance
DAD Scaling Factors DAD Governance Strategies
• Scaled IT projects are governed in some way
• DAD supports different governance types• Scope and breadth of governance adapts
with work environment• Leverage existing corporate assets to
address issues that optimize performance
• Push decisions to local level wherever possible
Team Size
Geographic Distribution
Organizational Distribution
Compliance
Domain Complexity
Technical Complexity
2
Co-located
Single Division
None
Straightforward
Straightforward
1000s
Global
Outsourcing
Life Critical
Very Complex
Very Complex
Copyright 2013 Scott Ambler + Associates
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• Legislation• Budget• Policy• Directives
• Architectural Standards• Data Exchange Standards• Hosting Strategies• Security Standards
SAFe roles with software development lifecycle documentation responsibilities
Program Portfolio Mgmt• Quad Chart (MS 0)• IPT Charter (MS 0)• BRD (MS 0)• Project Charter (MS 0)• Acquisition Strategy (MS 0)
Product and Release Management
• PMP (MS 1)• Transition Plan (MS 1)• Risk Register / Log (MS 1)• Outcome Stmt (MS 1)• Version Descrip Doc (MS 2)• Deployment Plan (MS 2)• Lessons Learned (MS 3)
Shared Resources• Operational Accept Plan (MS 1)• Accept Criteria Plan (MS 1)• Reqs Specification Doc (MS 1)• Sys Security Plan (MS 2)• Production Ops Manual (MS 2)• Security Guide (MS 2)• 508 Certification (MS 2)• ATO (MS 2)• Privacy Impact Assess (MS 2)• User Guide (MS 2) • SLA (MS 2)
System Architect• System Design Doc (MS 1)
System Team• Test Evaluation (MS 2)• Master Test Plan (MS 2)
Sample Government Deliverables and SAFe Alignments
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Inceptioni
c ti
c Construction t Transition
c ti
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Inceptioni c Construction t Transition
Identify, prioritize, select and fund projects
i
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Inceptioni c Construction t Transition
ii
INCEPTION
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Inceptioni c Construction t Transition
ii
INCEPTION
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Inceptioni c Construction t Transition
iINCEPTION
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Inceptioni c Construction t Transition
iINCEPTION
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Inceptioni c Construction t Transition
iINCEPTION
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Inceptioni c Construction t Transition
CONSTRUCTIONc
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Inceptioni c Construction t Transition
CONSTRUCTIONc
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Inceptioni c Construction t Transition
CONSTRUCTIONc
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Inceptioni c Construction t Transitionc
CONSTRUCTIONc
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Inceptioni c Construction t Transition
CONSTRUCTIONc
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Inceptioni c Construction t Transition
t
TRANSITIONt
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Inception c Construction t Transition
TRANSITIONt
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Inceptioni c Construction t Transition
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TRANSITIONt
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Inceptioni c Construction t Transition
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Inceptioni c Construction t Transition
TRANSITIONt
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Inceptioni c Construction t Transition
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TRANSITIONt
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SAFe Key Takeaways
SAFe “Pros”Proven, well documented, and flexible
framework; lean underpinnings
People-centric view on agile delivery with clear roles, artifacts, events
Holistic, 3-tier view of value stream including Portfolio level
Strong Code Quality (Agile Engineering and DevOps) focus
Established scaling framework in marketplace
Constant refinement of SAFe knowledge base
SAFe “Cons”
Prescriptive
Heavy weight
Certification-centric
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DAD Key Takeaways
DAD “Pros”Hybrid framework having foundation in
proven lean & agile approaches
Phases with milestones emphasize reality of large-scale agile delivery lifecycle
Flexibility with strong emphasis on agile adoption tailoring
Strong technical architecture / engineering focus
Governance clarity for program / product management
DAD “Cons”
Unknown marketplace adoption
Limited broad-based training certification and knowledge-base refinement
Lack of prescriptiveness requiring agile consultants
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DevOps
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Questions
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