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The ‘ART’ of Value Streams: Best Practices for Running
a SAFe Value Stream Workshop
March 6, 2019
Intros
Ken France, SAFe Fellow
• VP of Scaled Agility @Cprime
• 25+ years’ experience
• Executive Enterprise Coach
• Helps Fortune 100 enterprises tackle large
complex scaled agile transformations in
various verticals (retail, healthcare,
insurance, finance. etc)
• Passionate about empowering all levels of
org in their journey to drive sustainable
improvements and meaningful change
Agenda
• The challenge
• When should you run workshop?
• How should you prepare for workshop?
• What to expect when you execute workshop?
• How do you get started following workshop?
• Q&A
Quick Intro to Value Streams
Where’s the Value?
• Generally not obvious what the
Value Stream(s) should be
• Hard to separate flow of value from
how you are organized (e.g. Development
Value Streams)
• There is no perfect answer
• Everyone will have an opinion
When Should You Run the Workshop
SAFe’s Guidance
When initially identifying Value Streams and
defining your Solution Trains and ARTs
Re-evaluating your ART
definitions due to initial
compromises, revised
Portfolio investments, or
new target optimizations
- Common Pattern:
Leading SAFe + VSW
- Prioritize Value Streams
- May need to
launch an ART
first
- May need to scale further before
getting the right people engaged
How Should You Prepare for the
Workshop
Value Streams
Value streams represent the series of steps that an
organization uses to build solutions that provide a continuous
flow of value to the customer.”
~Scaled Agile
Audience
Key leaders from Business & IT
• IT only workshops offer a tainted view of Value flow
• Use workshop to start bringing two sides together & creating awareness & empathy
between teams
Plan for potentially long cycles associated with getting the right people to buy in to the
session and get it scheduled
A little deeper in “the Business”
Leadership & Strategy
• Anchor conversation around desired business results
• Link to strategic business structure - future business model (business
architects)
• What investments are intended to achieve business results?
• Are there strong [emerging] lean portfolio management/ portfolio strategies at
play?
Operators – what groups actually operate the Value Stream?
Role of the Lean Agile Center of Excellence
Guiding Coalition of Executives, SPCs, etc.
LACE (Lean Agile Center of Excellence) personnel
• Facilitate workshop (with coaching support if needed)
• Provide objective insights & feedback
• Help drive concrete results
• Be aware that Value Stream ID may be key input to enterprise transformation
roadmap
Do Not Walk in Cold
• Presentations that explain the business
internally & externally
• External website: how does company position
itself to market?
• Put yourself in your external customer’s shoes; be careful
you aren’t just thinking of your boss as your customer
• Conduct pre-meetings to get people thinking about
value from systemic standpoint – key cultural shift in org
Do Not Walk in Cold (cont.)
• Have your pre-meetings with audience targets & ask them to describe their
views on how value flows – use that to set up additional meetings with potential
audience stakeholders
• Be prepared to conduct multiple iterations as people will ID other groups that
need to be involved to validate the work
• What does current portfolio structure look like? Does structure ‘fit’ value?
• Overall goal: Have some options in mind heading in BUT don’t overly influence
outcome
Business Value Stream
Card Capture Authorization Settlement
Ops Support Payment CardsContact
Center
Customer
Business Value Stream – Who we Didn’t Think to Involve!
Card Capture Authorization Settlement
Store
Employees
Ops Support/
Loss Prevention Payment Cards
Finance
Contact
Center
Customer
What to Expect when you Conduct
Workshop
VSW Process Summary
1 Identify an Operational Value Stream
2
Identify the systems which support the
Operational Value Stream
3 Identify the people who develop the systems
Identify Development Value Streams that build
these systems
Realize Value Streams into ARTs
4
5
What is Likely to Occur at First?
What is Likely to Happen?
Morning: Thrashing
• Disagreement on what value streams should be
• Larger voices dominating conversation
Tips
• Keep asking them who customer is (e.g. focus on Operational Value Stream)
• Keep asking them what is value customer is looking for
• Get them to write Value Stream description(s) – start somewhere
What is Likely to Happen (Cont.)?
Afternoon: Gradual Alignment
• Light bulbs start to go off after a lunch break and some time to reflect
• Consensus on candidate Value Streams start to emerge, starts to “feel right”
Tips
• Pick 1-3 Value Streams that seem to have the most consensus, move onto to the
subsequent steps of identifying the steps in the value stream, affected systems,
etc.
• Great is the enemy of good
What we Thought Trains Might Look Like
1. Investments
• Sales
• Professional Book of Record
• Client Configuration
• Adjudication
• Reimbursement Management
• Consumer Health
• Information Management
2. Customers
• Individuals & Families
• Employers
• Health Care Providers
What Value Streams Actually Were!
• Benefits
• Reimbursement
• Networks
• Consumer Engagement
• Market Enablement
• Infrastructure
How do you Get Started Following
Workshop
Potential Trap!
Work Payment Stores Digital
Remote Transaction X
Mobile Transaction X X
E2E Encryption X X
Debit Card X X
Online Fraud X X
Alternative Payments X X X
Org Silos
Deeper Dive with Value Stream Mapping
Future State
Build Roadmap, Pick Place to Start & Start Sprinting!
Takeaways
• Don't feel like you always have to do it upfront – you need to get some
experience.
• You cannot prepare too much for this – OVERPREPARE!
• Don't panic if it didn’t work out as you planned.
• Make sure you have candidate value streams, but don't pull them out until
you need them.
Next Steps
• Check out our upcoming webinars; read our blog, download whitepapers/case
studies & more:
• www.cprime.com/resources
• Share with us what topics you are interested in, ask us questions or give us
feedback!
• learn@cprime.com
• Follow us on Social Media and share in the conversation & keep updated on
thought leadership, events & more.
• www.linkedin.com/company/cprime-inc
• @CprimeInc on Twitter
Q&A

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The ART of Value Streams: Determining Paths of Value Through Value Streams Workshop

  • 1.
  • 2. The ‘ART’ of Value Streams: Best Practices for Running a SAFe Value Stream Workshop March 6, 2019
  • 3. Intros Ken France, SAFe Fellow • VP of Scaled Agility @Cprime • 25+ years’ experience • Executive Enterprise Coach • Helps Fortune 100 enterprises tackle large complex scaled agile transformations in various verticals (retail, healthcare, insurance, finance. etc) • Passionate about empowering all levels of org in their journey to drive sustainable improvements and meaningful change
  • 4. Agenda • The challenge • When should you run workshop? • How should you prepare for workshop? • What to expect when you execute workshop? • How do you get started following workshop? • Q&A
  • 5. Quick Intro to Value Streams
  • 6. Where’s the Value? • Generally not obvious what the Value Stream(s) should be • Hard to separate flow of value from how you are organized (e.g. Development Value Streams) • There is no perfect answer • Everyone will have an opinion
  • 7. When Should You Run the Workshop
  • 8. SAFe’s Guidance When initially identifying Value Streams and defining your Solution Trains and ARTs Re-evaluating your ART definitions due to initial compromises, revised Portfolio investments, or new target optimizations - Common Pattern: Leading SAFe + VSW - Prioritize Value Streams - May need to launch an ART first - May need to scale further before getting the right people engaged
  • 9. How Should You Prepare for the Workshop
  • 10. Value Streams Value streams represent the series of steps that an organization uses to build solutions that provide a continuous flow of value to the customer.” ~Scaled Agile
  • 11. Audience Key leaders from Business & IT • IT only workshops offer a tainted view of Value flow • Use workshop to start bringing two sides together & creating awareness & empathy between teams Plan for potentially long cycles associated with getting the right people to buy in to the session and get it scheduled
  • 12. A little deeper in “the Business” Leadership & Strategy • Anchor conversation around desired business results • Link to strategic business structure - future business model (business architects) • What investments are intended to achieve business results? • Are there strong [emerging] lean portfolio management/ portfolio strategies at play? Operators – what groups actually operate the Value Stream?
  • 13. Role of the Lean Agile Center of Excellence Guiding Coalition of Executives, SPCs, etc. LACE (Lean Agile Center of Excellence) personnel • Facilitate workshop (with coaching support if needed) • Provide objective insights & feedback • Help drive concrete results • Be aware that Value Stream ID may be key input to enterprise transformation roadmap
  • 14. Do Not Walk in Cold • Presentations that explain the business internally & externally • External website: how does company position itself to market? • Put yourself in your external customer’s shoes; be careful you aren’t just thinking of your boss as your customer • Conduct pre-meetings to get people thinking about value from systemic standpoint – key cultural shift in org
  • 15. Do Not Walk in Cold (cont.) • Have your pre-meetings with audience targets & ask them to describe their views on how value flows – use that to set up additional meetings with potential audience stakeholders • Be prepared to conduct multiple iterations as people will ID other groups that need to be involved to validate the work • What does current portfolio structure look like? Does structure ‘fit’ value? • Overall goal: Have some options in mind heading in BUT don’t overly influence outcome
  • 16. Business Value Stream Card Capture Authorization Settlement Ops Support Payment CardsContact Center Customer
  • 17. Business Value Stream – Who we Didn’t Think to Involve! Card Capture Authorization Settlement Store Employees Ops Support/ Loss Prevention Payment Cards Finance Contact Center Customer
  • 18. What to Expect when you Conduct Workshop
  • 19. VSW Process Summary 1 Identify an Operational Value Stream 2 Identify the systems which support the Operational Value Stream 3 Identify the people who develop the systems Identify Development Value Streams that build these systems Realize Value Streams into ARTs 4 5
  • 20. What is Likely to Occur at First?
  • 21. What is Likely to Happen? Morning: Thrashing • Disagreement on what value streams should be • Larger voices dominating conversation Tips • Keep asking them who customer is (e.g. focus on Operational Value Stream) • Keep asking them what is value customer is looking for • Get them to write Value Stream description(s) – start somewhere
  • 22. What is Likely to Happen (Cont.)? Afternoon: Gradual Alignment • Light bulbs start to go off after a lunch break and some time to reflect • Consensus on candidate Value Streams start to emerge, starts to “feel right” Tips • Pick 1-3 Value Streams that seem to have the most consensus, move onto to the subsequent steps of identifying the steps in the value stream, affected systems, etc. • Great is the enemy of good
  • 23. What we Thought Trains Might Look Like 1. Investments • Sales • Professional Book of Record • Client Configuration • Adjudication • Reimbursement Management • Consumer Health • Information Management 2. Customers • Individuals & Families • Employers • Health Care Providers
  • 24. What Value Streams Actually Were! • Benefits • Reimbursement • Networks • Consumer Engagement • Market Enablement • Infrastructure
  • 25. How do you Get Started Following Workshop
  • 26. Potential Trap! Work Payment Stores Digital Remote Transaction X Mobile Transaction X X E2E Encryption X X Debit Card X X Online Fraud X X Alternative Payments X X X Org Silos
  • 27. Deeper Dive with Value Stream Mapping
  • 29. Build Roadmap, Pick Place to Start & Start Sprinting!
  • 30. Takeaways • Don't feel like you always have to do it upfront – you need to get some experience. • You cannot prepare too much for this – OVERPREPARE! • Don't panic if it didn’t work out as you planned. • Make sure you have candidate value streams, but don't pull them out until you need them.
  • 31. Next Steps • Check out our upcoming webinars; read our blog, download whitepapers/case studies & more: • www.cprime.com/resources • Share with us what topics you are interested in, ask us questions or give us feedback! • learn@cprime.com • Follow us on Social Media and share in the conversation & keep updated on thought leadership, events & more. • www.linkedin.com/company/cprime-inc • @CprimeInc on Twitter
  • 32. Q&A