SAFe Reference Guide: Scaled Agile Framework For Lean .

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4.0SAFe REFERENCE GUIDESCALED AGILE FRAMEWORK FOR LEANSOFTWARE AND SYSTEMS ENGINEERINGDean Leffingwellwith Alex Yakyma, Richard Knaster,Drew Jemilo, and Inbar Oren

Many of the designations used by manufacturers and sellers to distinguish their products are claimed astrademarks. Where those designations appear in this book, and the publisher was aware of a trademarkclaim, the designations have been printed with initial capital letters or in all capitals.The author and publisher have taken care in the preparation of this book, but make no expressed orimplied warranty of any kind and assume no responsibility for errors or omissions. No liability isassumed for incidental or consequential damages in connection with or arising out of the use of theinformation or programs contained herein.For information about buying this title in bulk quantities, or for special sales opportunities (which mayinclude electronic versions; custom cover designs; and content particular to your business, traininggoals, marketing focus, or branding interests), please contact our corporate sales department atcorpsales@pearsoned.com or (800) 382-3419.For government sales inquiries, please contact governmentsales@pearsoned.com.For questions about sales outside the U.S., please contact intlcs@pearson.com.Visit us on the Web: informit.com/awLibrary of Congress Control Number: 2016943742Copyright 2017 Scaled Agile, Inc.All rights reserved. Printed in the United States of America. This publication is protected by copyright,and permission must be obtained from the publisher prior to any prohibited reproduction, storage in aretrieval system, or transmission in any form or by any means, electronic, mechanical, photocopying,recording, or likewise. For information regarding permissions, request forms and the appropriatecontacts within the Pearson Education Global Rights & Permissions Department, please visit www.pearsoned.com/permissions/.ISBN-13: 978-0-13-451054-5ISBN-10: 0-13-451054-2Text printed in the United States on recycled paper at RR Donnelley in Crawfordsville, Indiana.First printing, August 2016

ContentsPreface. viiAcknowledgments. ixScaled Agile Framework Contributors. ixSAFe Community Contributors. xAdditional Acknowledgments. xIntroduction to the Scaled Agile Framework (SAFe).1Part 1: The SAFe Foundation.9Lean-Agile Leaders. 11Communities of Practice. 17SAFe Core Values. 21Lean-Agile Mindset. 27SAFe Principles. 35Implementing 1-2-3. 37Part 2: The SAFe Principles. 43#1 – Take an economic view. 45#2 – Apply systems thinking. 51#3 – Assume variability; preserve options. 55#4 – Build incrementally with fast, integrated learning cycles. 57#5 – Base milestones on objective evaluation of working systems. 59#6 – Visualize and limit WIP, reduce batch sizes, and manage queue lengths. 61#7 – Apply cadence, synchronize with cross-domain planning. 63#8 – Unlock the intrinsic motivation of knowledge workers. 67#9 – Decentralize decision-making. 71Contentsiii

Part 3: The Team Level. 73Introduction to the Team Level. 75Agile Teams. 77Product Owner. 83Scrum Master. 89ScrumXP. 93Team Kanban. 99Team Backlog.105Iterations.109Iteration Planning.113Iteration Execution.119Team Demo.125Iteration Retrospective.129Stories.133Iteration Goals.143Built-In Quality.147Part 4: The Program Level.153Introduction to the Program Level.155Agile Release Train.159Release Train Engineer and Value Stream Engineer.167System and Solution Architect/Engineering.171Product and Solution Management.177WSJF (Weighted Shortest Job First).183Program and Value Stream Kanban.187Program and Value Stream Backlogs.193Nonfunctional Requirements.199Program Increment.207PI Planning.213Business Owners.221PI Objectives.225System Demo.233ivContents

Features and Capabilities.237Enablers.243Innovation and Planning Iteration.249Inspect and Adapt.253Develop on Cadence, Release Any Time.259Architectural Runway.265Part 5: The Spanning Palette.271DevOps.273System Team.279Release Management.283Shared Services.287User Experience .323Releases.331Part 6: The Value Stream Level.337Introduction to the Value Stream Level.339Value Stream Coordination.343Economic Framework.347Solution Intent.351Model-Based Systems Engineering.359Set-Based Design.365Agile Architecture.371Solution Demo.379Pre- and Post-PI Planning.383Supplier.389Customer.

Agile Framework (SAFe) is one such approach. SAFe is provided by Scaled Agile, Inc., where our core belief is simple: Better systems and software make the world a better place. Our mission is to assist those who build these systems through development and publication of the SAFe framework, as well as accompanying certification, training, and course-