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Bringing	the	Invitation/Pull-based	Change	
Management	language	into	SAFe implementation	
approach
My experience at HP,
Amdocs, Siemens
Improve/
Boost
Backlog
F
E
I
DecideProspects Stable/
Rechargi
ng
G
D
B
Leading
SAFe
Mgmt
Workshop
Kickoff/
Quick
Start
Stabilize
–
I&A
L
N
Q
R
“Pull from management & executives”
Market/Sell the change to LOBs
Market/Sell more depth
Pull-based Training
• Run Leading-SAFe /
Foundations every X
weeks
• Market internally using
“Launch” techniques
(Scarcity, Deadline,
etc.)
• Let people opt-in
• Will identify champions
and potentially
interested value
streams/ARTs
Open the Space
• Run a wide open space
“SAFe @ our company/org
– What does it mean?
Why? How?”
• Use Proceedings to
continue preparing for pull
by leaders
• Use attendance and
behavior during OS to
gauge acceptance, identify
potential champions.
• Can combine mini open
space with large group
“SAFe Foundations”
keynote.
https://twambeke.files.wordpress.com/2008/08/openspace.gif
Leading SAFe Inspired
Management Workshop for the
VS/ART• Start with Why
Lean/Agile/SAFe here
• Something between
Foundations/Leading
SAFe and the
AgileSparks Management
Focusing Workshop*
• Lots of context-specific
discussion mapping
SAFe to the VS/ART
• They PULL the kind of
SAFe they can commit to
as a VS/ART leadership
team
On the
specific
ART/VS
http://www.agilesparks.com/ManagementFocusWorkshop
All aboard, all engaged
• For me – one of the key things about
SAFe – the spirit (Ba?) and energies of
bringing the whole train together for
training, planning, inspecting & adapting
Spice QuickStart with Open-Space
Thinking
• Leave some of the
HOW decisions open
for discussion
• Mini-open-space
addressing “Vote of
confidence” concerns
regarding “What are
the implications of
running SAFe on our
train” and/or “the PI
Objectives”
Or even - Invite the Train to
experiment with SAFe
• Provide knowledge about
SAFe (through the
QuickStart experience)
• Provide the goal and
rationale through the
“theme” of the open space
• Run an open space around
how to adopt SAFe in the
Train
• Position the first PI as an
experiment for whether
SAFe is a good fit and how
we need to work with it.
Use guerilla marketing to grow –
leveraging the beach head
Improve/
Boost
Backlog
I
DecideProspects Stable/
Recharging
D
Leading
SAFe
Mgmt
Workshop
Kickoff/
Quick
Start
Stabilize
–
I&A
L
N
Q
R
Share success, publicly visualize,
invite prospects to PI Demo
Invite prospects to
QuickStart/
PI Planning
Any other ideas?
In summary - Try this on your next
SAFe implementation:
1. Treat the enterprise/portfolio as an open market, use marketing techniques, let
trains/value streams pull.
2. Invite people to pull/opt into training (Foundations, Leading SAFe, ScrumXP, PO, etc.)
and use that to identify leads/prospects.
3. Use open space to invite interested people to discuss the potential and implications of
Scaling Agile w/ SAFe in the organization.
4. Use Leading SAFe combined with Management Workshop for Trains/VSs that pull
and want to start – make them own their SAFe approach.
5. Spice QuickStart with mini-open-space vignettes e.g. around “Vote of confidence” in
first PI Planning.
6. Use guerilla marketing to grow – share successes, invite prospects to exciting
ceremonies such as PI Planning, PI Demo, invite excited leaders to share their
story in periodical training or directly send prospects to hear a testimonial from
them.
7. Executive Sponsor or Train/VS-level sponsor inviting people to figure out “how SAFe
can fit here” in an open space event, followed up with a PI-length experiment
addressing the key questions/conclusions, followed up by an Inspect&Adapt
workshop (that can also be an Open Space)?
References
• http://yuvalyeret.com/pull-based-change-management/
• http://yuvalyeret.com/2015/11/02/safe-invitations-part-13-pull-based-change/,
• http://yuvalyeret.com/2015/11/03/safe-invitations-part-23-management-
workshop-and-vote-of-confidence-driven-open-space-in-quickstart/
• http://yuvalyeret.com/2015/11/04/safe-invitations-part-23-combining-open-
space-agility-and-safe/
• http://www.agilesparks.com/ManagementFocusWorkshop
• http://openspaceagility.com/

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SAFe Invitations

  • 2. My experience at HP, Amdocs, Siemens Improve/ Boost Backlog F E I DecideProspects Stable/ Rechargi ng G D B Leading SAFe Mgmt Workshop Kickoff/ Quick Start Stabilize – I&A L N Q R “Pull from management & executives” Market/Sell the change to LOBs Market/Sell more depth
  • 3.
  • 4. Pull-based Training • Run Leading-SAFe / Foundations every X weeks • Market internally using “Launch” techniques (Scarcity, Deadline, etc.) • Let people opt-in • Will identify champions and potentially interested value streams/ARTs
  • 5. Open the Space • Run a wide open space “SAFe @ our company/org – What does it mean? Why? How?” • Use Proceedings to continue preparing for pull by leaders • Use attendance and behavior during OS to gauge acceptance, identify potential champions. • Can combine mini open space with large group “SAFe Foundations” keynote. https://twambeke.files.wordpress.com/2008/08/openspace.gif
  • 6. Leading SAFe Inspired Management Workshop for the VS/ART• Start with Why Lean/Agile/SAFe here • Something between Foundations/Leading SAFe and the AgileSparks Management Focusing Workshop* • Lots of context-specific discussion mapping SAFe to the VS/ART • They PULL the kind of SAFe they can commit to as a VS/ART leadership team On the specific ART/VS http://www.agilesparks.com/ManagementFocusWorkshop
  • 7. All aboard, all engaged • For me – one of the key things about SAFe – the spirit (Ba?) and energies of bringing the whole train together for training, planning, inspecting & adapting
  • 8. Spice QuickStart with Open-Space Thinking • Leave some of the HOW decisions open for discussion • Mini-open-space addressing “Vote of confidence” concerns regarding “What are the implications of running SAFe on our train” and/or “the PI Objectives”
  • 9. Or even - Invite the Train to experiment with SAFe • Provide knowledge about SAFe (through the QuickStart experience) • Provide the goal and rationale through the “theme” of the open space • Run an open space around how to adopt SAFe in the Train • Position the first PI as an experiment for whether SAFe is a good fit and how we need to work with it.
  • 10. Use guerilla marketing to grow – leveraging the beach head Improve/ Boost Backlog I DecideProspects Stable/ Recharging D Leading SAFe Mgmt Workshop Kickoff/ Quick Start Stabilize – I&A L N Q R Share success, publicly visualize, invite prospects to PI Demo Invite prospects to QuickStart/ PI Planning Any other ideas?
  • 11. In summary - Try this on your next SAFe implementation: 1. Treat the enterprise/portfolio as an open market, use marketing techniques, let trains/value streams pull. 2. Invite people to pull/opt into training (Foundations, Leading SAFe, ScrumXP, PO, etc.) and use that to identify leads/prospects. 3. Use open space to invite interested people to discuss the potential and implications of Scaling Agile w/ SAFe in the organization. 4. Use Leading SAFe combined with Management Workshop for Trains/VSs that pull and want to start – make them own their SAFe approach. 5. Spice QuickStart with mini-open-space vignettes e.g. around “Vote of confidence” in first PI Planning. 6. Use guerilla marketing to grow – share successes, invite prospects to exciting ceremonies such as PI Planning, PI Demo, invite excited leaders to share their story in periodical training or directly send prospects to hear a testimonial from them. 7. Executive Sponsor or Train/VS-level sponsor inviting people to figure out “how SAFe can fit here” in an open space event, followed up with a PI-length experiment addressing the key questions/conclusions, followed up by an Inspect&Adapt workshop (that can also be an Open Space)?
  • 12. References • http://yuvalyeret.com/pull-based-change-management/ • http://yuvalyeret.com/2015/11/02/safe-invitations-part-13-pull-based-change/, • http://yuvalyeret.com/2015/11/03/safe-invitations-part-23-management- workshop-and-vote-of-confidence-driven-open-space-in-quickstart/ • http://yuvalyeret.com/2015/11/04/safe-invitations-part-23-combining-open- space-agility-and-safe/ • http://www.agilesparks.com/ManagementFocusWorkshop • http://openspaceagility.com/