Hold on to Your Hats: The Scaled
Agile Framework (SAFe) Might
Actually Be a Good Thing for Design
Speakers: Jennifer Fabrizi & River Brandon of Travelers
Quick Housekeeping
•  Control panel on the side of your screen if you
have any comments during the presentation
•  Time at the end for Q&A
•  Today’s webinar will be recorded for future
viewing
•  All attendees will receive a copy of the
slides/recording
•  Continue the discussion using #uzwebinar
Let’s make sure you’re all set up for the webinar!
GOOD FOR DESIGN
Jen Fabrizi
Design Director, Strategy & Research
Travelers
River Brandon
Design Director, Design System Product Owner
Travelers
Jen Fabrizi
Design Director, Strategy & Research
Travelers
River Brandon
Design Director, Design System Product Owner
Travelers
DISCLAIMER: The opinions and views expressed in this presentation are those of the authors and do not necessarily reflect the position of Travelers.
Not EXPERTS
WHY ARE WE HERE?
#OwnTheFramework
WHAT IS SAFe?
RUN AWAY
BACK TO BASICS
LEAN, AGILE, LEAN UX
• Dedicated, accountable, cross-functional teams
• Collaborative, iterative, responsive
• User-centric, hypothesis-driven, measurable
• Continuous, on-demand, value-oriented
• Manage across portfolios and orgs
• Create and sustain platforms
• Use Kanban and Scrum for
different needs, and stay in sync
SAFe CAN HELP US
IF IT’S NOT LEAN,
IF IT’S NOT AGILE,
IT’S NOT SAFe
RIDING THE

RELEASE TRAIN
Busting design myths in Scaled Agile
“WE’RE AGILE.”*
MYTH #1
* EXCEPT FOR UX
“WHERE’S THE UX?”
BEWARE
THE TRAP OF
“SHARED SERVICES”
YOU’RE ON THE TEAM
HANG YOUR HAT ON…
FOR THE

INTE-GREAT-ER

GOOD
FUNNEL RESEARCH ANALYSIS
PORTFOLIO
BACKLOG IMPLEMENTING DONE
PORTFOLIO KANBAN
WE HAVE TO SPELL IT OUT
ALL BIG IDEAS
WELCOME
DESIGN HAPPENS HERE!
FUNNEL RESEARCH ANALYSIS
PORTFOLIO
BACKLOG IMPLEMENTING DONE
PORTFOLIO KANBAN
WE HAVE TO SPELL IT OUT
FUNNEL ANALYSIS BACKLOG IMPLEMENTING VALIDATING DEPLOYING
PROGRAM KANBAN
DESIGN HAPPENS HERE!
A HYPOTHESIS IS WORTH A THOUSAND REQUIREMENTS
LAYING DOWN TRACKS
ENABLERS
EPICS FEATURES STORIES> >
TYPES OF ENABLERS
Exploration
Enablers
Architecture
Enablers
Infrastructure
Enablers
Compliance
Enablers
FUNNEL RESEARCH ANALYSIS
PORTFOLIO
BACKLOG IMPLEMENTING DONE
PORTFOLIO KANBAN
EXPLORATION ENABLERS
• Support research and
prototyping to understand
user needs and explore
solution options
• Can be epics, features, or
stories
• Are managed through the
portfolio and program
Kanbans
FUNNEL RESEARCH ANALYSIS
PORTFOLIO
BACKLOG IMPLEMENTING DONE
PORTFOLIO KANBAN
FUNNEL ANALYSIS BACKLOG
IMPLEMENTIN
G VALIDATING DEPLOYING
PROGRAM KANBAN
BEHAVIORS & ATTITUDES
• Make it your job to learn SAFe
• Collaborate to define how much is
enough
• Listen, empathize, act
DESIGN ON DEMAND
MYTH #2
ORDER’S UP!
REQUIREMENTS ARCHITECTURE DESIGN BUILD TEST RELEASE MEASURE
REQ
UIRE
MEN
TS
ARC
HITE
CTU
RE
DESI
GN
BUIL
D
TEST
RELE
ASE
MEA
SUR
E
FASTER, WATERFALL!
#Tragile
REQ
UIRE
MEN
TS
ARC
HITE
CTU
RE
DESI
GN
BUIL
D
TEST
RELE
ASE
MEA
SUR
E
REQ
UIRE
MEN
TS
ARC
HITE
CTU
RE
DESI
GN
BUIL
D
TEST
RELE
ASE
MEA
SUR
E
#WaterScrumFall #WaterFail
#KillHandoffs
Hang your hat on…
XD IT
PM
ZONE OF HAPPINESS
AWESOME
RESULTS
XD IT
PM
GREAT EXPERIENCES
NOT MADE HERE
#Besties
DESIGN AND PRODUCT MANAGEMENT
INVITE EVERYONE
MAKE THE SOLUTION
MAKE THE DECISIONS
CO-CREATE
DOCUMENT DECISIONS
CO-CREATE
DOCUMENT DECISIONS
#ShowYourWork
BEHAVIORS & ATTITUDES
• Step into the void
• Address fears
• Practice confidence and authority
MACHINE FOR DELIVERY
MYTH #3
TOILING IN THE
FEATURE FACTORY
GIVE WORK MEANING
WORK IS SOCIAL
WORK IS SOCIAL
MAKE WORK HUMAN
Real
World
Information
FeedbackDecision
Real
World
Information
FeedbackDecision
Mental
Model
Decision-Making
Rules
Real
World
Information
FeedbackDecision
Mental
Model
Decision-Making
Rules
DOUBLE-LOOP LEARNING
HANG YOUR HAT ON…
CONTINUOUS DELIVERY PIPELINE
Hypothesize Build Measure
Learn
Continuous
Exploration
Continuous
Integration
Continuous
Deployment
IDEAS CAN COME
FROM ANYWHERE
INNOVATION
INNOVATION
RELAX, WE HAVE
TIME FOR THAT
INNOVATION
1% INSPIRATION,
99% PERSPIRATION
BEHAVIORS & ATTITUDES
• Treat design work like it’s
knowledge management
• Get your head out of your laptop
• Show, don’t tell
DESIGN IS DIFFERENT
MYTH #4
I’M SPECIAL!
THE DESIGN
OF EXPERIENCE
THE
DESIGNOF
EXPERIENCE
HANG YOUR HAT ON…
Culture of shared
responsibility
Lean flow to 

accelerate delivery
Recovery enables 

low-risk releases
Automation of
continuous delivery
pipeline
Measure everything
SAFe DevOps
Culture of shared
responsibility
Lean flow to 

accelerate delivery
The UX is 

what we make 

together
Recovery enables 

low-risk releases
Automation of
continuous delivery
pipeline
Measure everything
SAFe DevOps
Design work 

is part of making 

the solution
Common design
toolchain and cycles of
activity
Resilient design
enables learning 

and adjusting
UX OKRs
SAFe
DesignOps
DESIGN STAFFING
PORTFOLIO
Epic Owners
PROGRAM (RELEASE TRAIN) SCRUM TEAM
Product MgmtSys Arch
RTE
Product OwnerDev Team
Scrum Master
Enterprise Arch
Lean Portfolio
Mgmt
Epic Owners Enterprise Arch
Lean Portfolio
Mgmt
DESIGN STAFFING
PORTFOLIO PROGRAM (RELEASE TRAIN) SCRUM TEAM
Product MgmtSys Arch
RTE
Product OwnerDev Team
Scrum Master
Design Strategy & Research
1+ PER PORTFOLIO
Design Lead and Researcher
1 EACH
Product/UI Designers
1 PER SCRUM TEAM*
DMO
Design Management Office
PEOPLE - PROCESS - TOOLS
Epic Owners Enterprise Arch
Lean Portfolio
Mgmt
PORTFOLIO PROGRAM (RELEASE TRAIN) SCRUM TEAM
Product MgmtSys Arch
RTE
Product OwnerDev Team
Scrum Master
#SpheresOfInfluence #YMMV
BEHAVIORS & ATTITUDES
• Take design seriously
• Be business-minded
• Share ownership
IN SUMMARY
• Embrace SAFe but don’t drink the KoolAid
• Some flaws with SAFe are inherent in the framework
• Some flaws with SAFe are because of a mismatch
between representations and intent
• Some flaws with SAFe are due to immaturity with the
framework and how it’s being used
#OwnTheFramework#LikeABoss
QUESTIONS?
Scaled Agile Framework
Scaled Agile Framework
Scaled Agile Incorporated
SAFe certification and training
Agile Methods
Agile Alliance
Lean UX
Lean UX Book
Lean UX and the SAFe PI Life Cycle
REFERENCES
L.A.F.A.B.L.E
Mountain Goat Software Blog
Design studio image
Courtesy of Dark Horse GmbH
Animated GIFs
https://giphy.com/
Thank You!
Check out our upcoming & on-demand webinars
userzoom.com/webinar
marketing@userzoom.com UserZoom HQ: 866-599-1550

Hold on to Your Hats: The Scaled Agile Framework (SAFe) Might Actually Be a Good Thing for Design