Scaling approaches comparison - Lean/Agile US 2017

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The document compares different approaches for scaling agile, including SAFe (Scaled Agile Framework), LeSS (Large Scale Scrum), and program/portfolio Kanban. It notes that most experts agree teams should only scale when they cannot effectively divide work. When dependencies exist between teams, options include SAFe, LeSS, or using a program/portfolio Kanban approach to visualize work. The document asks questions to help determine the best scaling approach based on factors like guidance needed, agility required, and leadership commitment to change.

Business

Comparison of approaches for Scaling Agile – Yuval Yeret – Lean/Agile US –
February 2017, Fort Lauderdale, FL
<10
10-30 30-100
>100

Most experts agree - Scale only
when you cannot effectively
Divide & Conquer

The Alternatives
New in 2015
We implement The Scaled Agile
Framework (SAFe)
or something very similar
We watched the Spotify movies
and used that as inspiration
We read Larman&Vodde and are doing
LeSS – Large Scale Scrum
We are using a Program/Portfolio Kanban to
visualize, manage & improve

What do you do when you DO
have dependencies between
teams?

Scrum Alliance & LeSS sitting in a tree?

Synchronizes with PI Planning
!  All stakeholders face-to-face (but typically multiple locations)
!  Management sets the mission, with minimum possible constraints
!  Requirements and design emerge
!  Important stakeholder decisions are accelerated
!  Teams create—and take responsibility for—plans
Future product development tasks can’t be pre-determined. Distribute planning and control to those who can
understand and react to the end results. — Michael Kennedy, Product Development for the Lean Enterprise
For a short video PI planning example, see: https://youtu.be/ZZAtl7nAB1M

Make sure the approach you choose gives you
face time to discuss Lean/Agile principles
and practices with Leaders
LEADERSHIP
Respectfor
peopleandculture
Flow
Innovation
Relentless
improvement
VALUE

How do the different Scaling
frameworks address where the
market is?

“Help me choose the right scaling
approach for my organization”

Do you even NEED to scale (or
can you figure out a way to
deliver what the business needs
using small autonomous agile
teams)?

How much GUIDANCE are you
looking for?
How prescriptive do you expect the
framework to be? A la carte? Fixed
menu?

How agile do you need to be?
How agile CAN you be?
e.g. Are we talking Continuous
Delivery combined with a really
agile-friendly business?

What level of commitment to
change do you have from the
organization’s leaders?

What’s your preference at the
team level?
Scrum / Kanban / ScrumBan

What’s Next – in Lean/Agile US
Conference and Beyond…
yuval@agilesparks.com
@yuvalyeret
http://www.agilesparks.com/blog/6-ways-to-tell-if-
safe-the-scaled-agile-framework-is-right-for-you/ (or
just google “6 ways agile safe”)
http://www.agilesparks.com/solutions/scaling-agile/

Scaling agile can be overwhelming. In this tutorial, Yuval will provide an overview of the ten essential SAFe patterns, and highlight the diagnostic symptoms that appear when the patterns aren’t in place. Attendees will develop a personal “flash assessment” of their current work context and will be able to identify to “inspect and adapt” areas for improvement. They will also learn how to use this sort of assessment/patterns during their scaled agile journey. (This includes the Essential SAFe assessment toolkit provided by ScaledAgile)

Foundations of scaling agile with SAFe

Yuval Yeret

Abstract: More and more organizations are realizing that in order to achieve business agility they need to go beyond implementing agile in specific teams/projects. Real agility requires scaling agile to the program/portfolio/enterprise level. In this session we will explore the options organizations have when looking to scale agile, with an emphasis on SAFe(tm) - the Scaled Agile Framework - one of the most popular options these days. Learning Objectives: • When does it make sense to Scale Agile • What are the leading scaling approaches • An introduction to SAFe's Big Picture and implementation configurations • How to implement SAFe - The Implementation Roadmap • Typical Results of implementing SAFe • Key risks/red flags to be aware of when implementing SAFe

SAFe for Marketing – Extending Towards Real Business Agility - Global SAFe Su...

Yuval Yeret

SAFe’s home turf is product/systems/applications development. Let’s talk about challenging this comfort zone by applying it in one of the core business functions – Marketing. Why? Because the marketing operating system is being disrupted and the larger the marketing organization the more it struggles to maintain relevancy and impact. More and more marketing organizations are seeing the impact of Agile and want to benefit as well. How should an organization using SAFe in R&D/IT look at Agile in Marketing? Is SAFe the right choice? Does it work “as is”? Are there any changes needed to support this new context? What are some lessons learned from trying this in the field? Learning Objectives and Key Takeaways: At some point in your enterprise transformation you should consider applying SAFe outside of Product Development/IT. Marketing is a great candidate for a next Value Stream to implement SAFe in. Agile Marketing is possible not just for small nimble companies but also for large organizations with hundreds of marketers and several legacy silos. SAFe provides a blueprint for how to achieve this. Understand the differences in applying SAFe outside of Product Development/IT and how to adjust the Big Picture / Implementation Roadmap to accommodate these differences. The ideal “Business Agility” state is actually to bring together Marketing, Product Management/Development, Sales into one Value Stream. This talk was delivered in the global SAFe Summit in DC in October 2018

Building Quality In in SAFe – The Testing Organization’s Perspective

Yuval Yeret

SAFe emphasizes Building Quality In. We will take a deep dive into how this looks from a testing organization’s perspective and what does a SAFe implementation mean for Testing/QA professionals. We will map SAFe’s approach to best practices in the “”Agile Testing”” world. We will look at examples from the real world of how traditional testing organizations shift left and evolve towards continuous testing. Learning Objectives and Key Takeaways: Understand how best practices from the “”Agile Testing”” world map to SAFe’s context Learn ideas and patterns for evolving Testing/QA’s role during a SAFe implementation Understand how Test-Driven looks like and how techniques like Acceptance-Test-Driven-Design/Behavior-Driven Development can empower testers as well as improve the flow on SAFe agile teams. See how SAFe’s principles can be used to guide the evolution towards a lean/agile testing organization

Assessing Your Agile Marketing Maturity Level

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Why assess the level of Agile Marketing? Teams, Managers and Coaches can quickly evaluate the current capability of a team/group, in order to: See how the capability measures against the recommended level for benefiting from marketing agility Guide the team/group on what to improve next See, over time, the evolution of agility (positive or negative trend) See the impact of the team/group improvement work See the impact of organizational/structural changes that are outside the team/group’s control (costs reductions, distributed, etc.) Motivate! Get acheivements and recognition for reaching higher agility levels (Emphasize intrinsic motivation!) Contact AgileSparks at http://www.agilesparks.com/services/agile-marketing for a downloadable version (and an excel sheet coming soon!)

Validating Delivered Business Value – Going Beyond “Actual Business Value”

Yuval Yeret

Actual is a relative term when it comes to business value delivered by a SAFe PI Objective. In this talk we will explore techniques for validating the actual value delivered by SAFe Teams and ARTs based on real-world outcomes that can be evaluated post-release. RTEs, Product Management and Lean/Agile Leaders will be able to assess their current ability to validate value and learn specific practices they could add to their artifacts and events. Finally, we will take a deeper look at optionality and hypothesis-driven thinking in SAFe and challenge the comfort zone on how to properly use some of SAFe’s essential elements in this context. Learning Objectives: Assess their competency level of their ART/Program when it comes to ability to validate value Evolve their Inspect and Adapt events to enable validation value based on real outcomes Extend their Program and Portfolio Kanbans to help manage the flow of learning and validation.

Agile Center of Excellence : Presented by Rahul Sudame

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When any organization plans to move to Agile methodology, it needs to plan multiple initiatives for successful transition. One of the important initiative would be building an Agile Center of Excellence, a team which would support for consistency of Agile implementation across the organization. The Agile CoE we built worked on multiple aspects such as: Defining organization-wide Agile methodology, tailoring it as per organization environment if required. Build knowledge of Agile across the organization. Supporting the team members with any ongoing queries. Support in building required Tools and Templates required implementing Agile. Assessing Agile implementation of different projects, identifying any gaps or improvement areas. This session covered practical experience of how we built a successful Center of Excellence, which become a big enabler for successful Agile transformation.

El Scaled Agile Framework (SAFe) es una base de conocimientos para adoptar métodos de trabajo ágiles en grandes organizaciones. SAFe presenta de forma gráfica un modelo de gestión para escalar la aplicación de las prácticas ágiles de un equipo a la gestión de programas, y de la gestión de programas al conjunto de la organización. Este modelo para la adopción y transformación ágil de las organizaciones fué diseñado por Dean Leffingwell, a partir de sus libros “Agile Software Requeriments: Lean Requeriments for Teams Programs and the Enterprise” y “Scaling Software Agility: Best Practices for Large Enterprise”, y se ha implementado con éxito en grandes organizaciones de todo el mundo. 60 de las 100 compañías más grandes de Estados Unidos están utilizando SAFe como guía de referencia para la adopción de Agile. El modelo de gestión propuesto por SAFe cubre el conjunto de la organización, desde los equipos, hasta los niveles de mayor responsabilidad. El modelo estructura en tres niveles: Equipo, Programa y Portfolio, aunque en la última versión, SAFe 4.0, introduce un 4º nivel opcional para soluciones de extremadamente grandes y complejas. Para cada uno de estos niveles SAFe define los roles, estructuras, actividades, artefactos, prácticas y técnicas adecuadas.

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During a visit to LeanKit (The company behind the awesome visualization kanban tool LeanKit Kanban) this week I was asked to deliver a very short overview of SAFe, what trends I see in the market around it, how it connects to Kanban, etc. Here it is... Note this isn't self-explanatory. So if you're interested in what I meant to say here, reach out. Maybe I'll follow up with a blog post at some time if there's enough interest.

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Objectives and Key Results (OKRs) are considered a “Modern operating system” by many companies and investors. But the typical implementation doesn’t deal well with the uncertainty and complexity involved in achieving the typical strategic objective whether it requires building a product, innovating a business model, or creating a new cross-functional company capability. In this talk, we will look at common anti-patterns involved in the typical OKR implementation and how the Scrum spirit can help OKR practitioners bring empiricism, empowerment, and continuous improvement to their OKR operating system. This talk is especially relevant to Scrum and Agile practitioners who are looking for creative ways to bring Scrum’s goodness we are so grateful for to the wider organization.

Fixing Your OKRs With Agility – Agile Hartford

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Presentation by Yuval Yeret, 'OKRs & Agile Sitting in a Tree' at the Agile Hartford Meetup Group - September 2023 Struggling to create a healthy synergy between OKRs and Agile/Scrum/SAFe? You're not alone. In this session, we provide a high-level overview of OKRs, identify some common OKR usage issues/anti-patterns, and suggest improvements leveraging Lean/Agile principles and practices. You will learn how to organize around value through an OKR lens. We will understand the connection between OKRs, KPIs, Products / Value Streams, and what that means for leveraging OKRs in the different Scrum/SAFe elements. We will discuss how Evidence-based Management (EBM) can amp up OKR empiricism. By the end of this session, you will understand the relationship between OKRs, Agile, Scrum, SAFe, and EBM and have concrete ideas for how to help your organization leverage them in synergy. Who should attend? Agile Leaders, Coaches, Scrum Masters, team members, and anyone else who cares about sharing Agile mindset and practices to improve the way their organization works.

Fixing Your OKRs With Agility – Agile Indy 2023

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Struggling to create a healthy synergy between OKRs and Agile/Scrum? You're not alone. OKRs (Objectives and Key Results) have become the latest management framework to suffer the fate of becoming popular too quickly, to the point where in many organizations, OKRs are a theater/charade with little valuable substance or benefits. That’s a shame because OKRs have enormous potential if used effectively. This talk will teach you how to leverage agility principles to fix your OKRs or implement OKRs in an agile way from day 1.

What's new in the Scaled Agile Framework (SAFe) 6.0 - Agile Indy May 10th Meetup

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SAFe 6.0, a significant version of the Scaled Agile Framework, was released earlier this Spring. Join us for a deep dive into the newly released SAFe 6.0, where we'll explore the latest updates and improvements to the framework. In this session, we'll cover the following topics: Strengthening the Foundation for Business Agility - Foundational changes in SAFe Empowering Teams and Clarifying Responsibilities Accelerating Value Flow Enhancing Business Agility with SAFe across the business Delivering Better Outcomes with Measure and Grow and OKRs This session will provide valuable insights into the latest release and how it can help you and your organization improve business agility and deliver value to customers faster. Join us for an informative and engaging session with our expert speaker, SAFe Fellow/SPCT, and Scrum.org PST Yuval Yeret, who has extensive experience in implementing SAFe at scale. Yuval loves to answer questions, so review the “What’s new in SAFe 6.0” article and come up with concrete questions you want him to answer.

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Struggling to create a healthy synergy between OKRs and Agile/Scrum/SAFe? You're not alone. In this session, we provide a high-level overview of OKRs, identify some common OKR usage issues/anti-patterns, and suggest improvements leveraging Lean/Agile principles and practices. You will learn how to organize around value through an OKR lens. We will understand the connection between OKRs, KPIs, Products / Value Streams, and what that means for leveraging OKRs in the different Scrum/SAFe elements. We will discuss how Evidence-based Management (EBM) can amp up OKR empiricism. By the end of this session, you will understand the relationship between OKRs, Agile, Scrum, SAFe, and EBM and have concrete ideas for how to help your organization leverage them in synergy.

OKRs and Scrum - SMs of the Universe Webinar.pdf

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Struggling to create a healthy synergy between OKRs and Agile/Scrum? You're not alone. In this session, we provide a high-level overview of OKRs, identify some common OKR usage issues/anti-patterns, and suggest some improvements leveraging Lean/Agile principles and practices. You will learn how to organize around value through an OKR lens. We will understand the connection between OKRs, KPIs, Products / Value Streams, and what that means for leveraging OKRs in the different Scrum elements. We will discuss how Evidence-based Management (EBM) can amp up OKR empiricism. By the end of this session, you will understand the relationship between OKRs, Agile, Scrum, and EBM and have concrete ideas for how to help your organization leverage them in synergy.

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Struggling to create a healthy synergy between OKRs and Agile/SAFe? You're not alone. In this session, we will identify some OKR anti-patterns and suggest alternative approaches that are more aligned with SAFe Lean/Agile principles. You will learn how to organize around value through an OKR lens as well as how to improve portfolio focus through economic prioritization and flow management of OKRs. We will understand the connection between OKRs, KPIs, Operational and Development Value Streams, and what that means for leveraging OKRs in the different SAFe elements. By the end of this session, you will have an understanding of the relationship between OKRs and SAFe and concrete ideas for how to help your organization leverage them in synergy. In this session, you will learn to: Understand the relationship between OVS/DVS through KPIs and OKRs and using it to reorganize around value through the OKR lens Focusing at the strategic level by combining OKRs, Epics, WSJF and the Portfolio Kanban Using SAFe's PIP PI Objectives approach to set more aligned and realistic OKRs. Using OKRs thinking in PIP to move from output to outcomes on the DVS/ART

Scrum - Leaders Perspective - Scrum.org Webinar July 26 2022.pptx

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Are you a leader in an organization that’s leveraging Scrum? In this webinar, Professional Scrum Trainer Yuval Yeret, co-author of the Scrum Guide Companion for Leaders, looks at the different elements of Scrum and reflects on an effective way for leaders to engage with them. Throughout the session, Yuval explores topics in this new guide, shares stories from the trenches and discusses: -What Scrum means for you as a leader -How to create the conditions in which Scrum can thrive -How leaders can support the Scrum accountabilities, artifacts and events -How leaders can leverage Scrum to help them lead their teams

The Best A Man Can Get - Improving Agility in the World’s Shaving Headquarter...

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In this session, I shared how Gillette is using Scrum applied at Scale to improve agility in a CPG non-software context. We had to make some bold choices that might make classic agile practitioners cringe but we believe are appropriate and support the Scrum spirit. We will talk about our experience using Scaled Scrum inspired by Nexus to design technical and commercial Increments of the Gillette Labs Exfoliating Razor and how it helped us achieve value creation goals in an aggressive timeline. We will share how we use Scrum principles and practices to accelerate innovation and team empowerment in the non-agile-native CPG world.

Modern Professional Scrum using Flow and Kanban - Agile and Beyond Detroit 2019

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Should you use Scrum or Kanban? You don’t have to choose: Scrum teams improve when they look at flows inside and outside their sprints from a Lean/Kanban perspective. In this session we will talk about Kanban-related myths prevalent in the Scrum world and identify common ground between them. We will look at ways to bring Kanban flow into your Scrum: the Kanban-based Sprint/product backlog, flow-based daily Scrum, visualizing aging work, and flow-based Sprint planning .We will describe ways to wrap Scrum with a Kanban flow system, and how DevOps fits into this picture. You’ll leave with a better understanding of how Scrum, Kanban, and DevOps relate to each other and with ideas for experiments to try when back at work.

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Should you use Scrum, Kanban, or DevOps? You don’t have to choose: Scrum teams improve when they look at flows inside and outside their sprints from a Lean/Kanban perspective. In this session we will talk about Kanban-related myths prevalent in the Scrum world and identify common ground between them. We will look at ways to bring Kanban flow into your Scrum: the Kanban-based Sprint/product backlog, flow-based daily Scrum, visualizing aging work, and flow-based Sprint planning .We will describe ways to wrap Scrum with a Kanban flow system, and at the higher-level picture of a DevOps culture and process. You’ll leave with a better understanding of how Scrum, Kanban, and DevOps relate to each other and with ideas for experiments to try when back at work.

Scrum, Kanban, and DevOps Sitting in a Tree… - Big Apple Scrum Day 2018

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Scrum, Kanban, and DevOps Sitting on a Tree... (Learn how to leverage Kanban & Scrum together and how to fit DevOps into the picture)Should we use Scrum? Should we use Kanban? Where does DevOps fit into the picture? The best agile teams already know they don’t need to choose. Scrum teams improve when they start to look at flow inside and outside their sprints. Kanban teams improve when they have a disciplined cadence, and effective Product Ownership and Scrum Mastership. DevOps really is mainly about doing Agile the right way. In this session, we will look at a core definition of Scrum, Kanban & DevOps, do some myth-busting as well as identify the quite significant common ground between Scrum, Kanban and DevOps. We will then look at practical ways like the Kanban-based Sprint Backlog, Flow-based Daily Scrum, Visualizing aging work, Flow-based Sprint Planning - which bring some Kanban flow into your Scrum. We will look at how to bring Scrum roles/events/artifacts into your Kanban. We will look at ways to wrap Scrum with a Kanban Flow system that looks upstream/downstream and at the higher level picture of a DevOps Culture/Process. You’ll leave with a better understanding of how Scrum, Kanban, and DevOps relate to each other and with some ideas for experiments to try when back at work.

Scrum 4 marketing - Give Thanks to Scrum 2017

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Scrum in Marketing What does Scrum in Marketing look like? Why are more and more marketers using Scrum? How is it different than Scrum in software development? What are some challenges that marketers are facing when using Scrum – Are those Scrum deficiencies? Does Scrum mean giving up on the marketer artsy creative spirit? Where/how to start? This talk is based on Yuval’s work with real-world marketing teams/organizations.

Scrum and Kanban Sitting In A Tree...

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Scrum & Kanban - Better Together? Talk delivered at Agile Boston w/ Dave West of Scrum.org in October 2018 It's time to call an end to this stupid civil war within the agile camp. The best agile teams already know that it is not a choice between Scrum and Kanban, but they are complementary. Scrum teams improve when they start to look at flow inside and outside their sprints. Kanban teams improve when they have a disciplined cadence, and effective Product Ownership and Scrum Mastership. In this session, we will look at: Common Ground - The foundations that both approaches highlight Complementary Practices - what can we add from Kanban to our Scrum and vice versa Key differences - where you really need to make a choice Myths - differences that are talked about which really are not there

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We talk about “Respect for People” in SAFe. What does it mean to have respect for people when implementing SAFe in the enterprise? The Invitations/Pull-based approach acknowledges our humaneness and tweaks the SAFe Implementation Roadmap in a way that involves leaders and teams in figuring out when/how to implement SAFe in their context – empowering and decentralizing as many implementation decisions as it makes sense. In this session we will explore why this approach is needed and how to use it – introducing the SAFe invitations guidance article as well as examples from the trenches in organizations such as Siemens and Amdocs.

Transforming CA Technologies Marketing through Agile Marketing at Scale

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How can large, traditional marketing organizations - those that rely on functional departments, and annual marketing plans / budgets hope to keep up? We believe the answers lie in an Agile approach, and we are working hard to transform our marketing department from a plan / interrupt driven culture to one that can quickly sense and respond to customer needs and market changes. This is easier said than done in a 350 person organization, but we are finding the solutions are familiar, and are rooted in a scaled agile approach. The key ingredients we have found so far include: • A servant leadership mindset that lets go of details and actively supports team success • Full cross-functional agile teams that eliminate the overhead of cross-departmental hand-offs and coordination • Larger delivery groups organized around a set of solutions that deliver on a larger / holistic value proposition (aka release trains) • Adaptive value delivery supported by experimentation, measurement, collaborative planning, and transparent execution Our journey isn’t complete yet, but we are seeing real results. Join Steve Wolfe from CA Technologies and Yuval Yeret from AgileSparks to hear about CA’s journey to marketing agility, including key challenges faced and learnings applied along the way.

Scaling kanban across the organization

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Scaling w/ Kanban – a frequently ignored alternative… Not all organizations are ripe for a big SAFe/LeSS implementation. Some people prefer a more evolutionary change. Others find it easier to scale using connected flow systems than by getting the whole tribe in a room together on a cadence. While Kanban is a core piece of SAFe, there other ways to scale using Kanban. We will define what that looks like, how is it different than alternatives like SAFe and will review some examples and lessons learned from Yuval’s engagements in organizations such as Siemens, Cyber-ark and Amdocs.

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10. Large Scale Scrum - LeSS

11. LeSS != EASY

12. What do you do when you DO have dependencies between teams?

13. Scrum Alliance & LeSS sitting in a tree?

14.

15.

16. Synchronizes with PI Planning !  All stakeholders face-to-face (but typically multiple locations) !  Management sets the mission, with minimum possible constraints !  Requirements and design emerge !  Important stakeholder decisions are accelerated !  Teams create—and take responsibility for—plans Future product development tasks can’t be pre-determined. Distribute planning and control to those who can understand and react to the end results. — Michael Kennedy, Product Development for the Lean Enterprise For a short video PI planning example, see: https://youtu.be/ZZAtl7nAB1M

17.

18.

19. Make sure the approach you choose gives you face time to discuss Lean/Agile principles and practices with Leaders LEADERSHIP Respectfor peopleandculture Flow Innovation Relentless improvement VALUE

20.

21. How do the different Scaling frameworks address where the market is?

22.

23. “Help me choose the right scaling approach for my organization”

24. Do you even NEED to scale (or can you figure out a way to deliver what the business needs using small autonomous agile teams)?

25. How much GUIDANCE are you looking for? How prescriptive do you expect the framework to be? A la carte? Fixed menu?

26. How agile do you need to be? How agile CAN you be? e.g. Are we talking Continuous Delivery combined with a really agile-friendly business?

27. What level of commitment to change do you have from the organization’s leaders?

28. What’s your preference at the team level? Scrum / Kanban / ScrumBan

29.

30. What’s Next – in Lean/Agile US Conference and Beyond… yuval@agilesparks.com @yuvalyeret http://www.agilesparks.com/blog/6-ways-to-tell-if- safe-the-scaled-agile-framework-is-right-for-you/ (or just google “6 ways agile safe”) http://www.agilesparks.com/solutions/scaling-agile/

Scaling approaches comparison - Lean/Agile US 2017

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