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SAFe Agilist Exam

Terms in this set (157)

dual operating system We need a ______________________ for Business Agility.

represents the most comprehensive configuration. It


supports building large, integrated solutions that
Full Configuration typically require hundreds of people or more to
develop and maintain. Focus on lean budgeting.
Portfolio + Large Solution + Essential

for enterprises that are building large and complex


Large Solution Configuration solutions, which do not require the constructs of the
portfolio level. + Essential

provides portfolio strategy and investment funding.


Portfolio Configuration Agile portfolio operations, and Lean governance.
Usually used by C-Suite and CEO level. + Essential

the most basic configuration of the framework and it


Essential Configuration provides the minimal elements necessary to be
successful with SAFe.

1. Enterprise Solution Delivery


2. Agile Product Delivery

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6. Continuous Learning Culture
7. Lean-Agile Leadership
Acceptance criteria; part of working agreement.

Definition of Done
"Everything our team goes through from beginning
to releasable."

1. Agile Teams
Three Aspects of Team and
2. Built-In Quality
Technical Agility
3. Teams of Agile Teams

describes the critical skills and lean-agile principles


and practices that high-performing agile teams and
Team and Technical Agility
teams of agile teams use to create high-quality
solutions for their customers

1. Customer Centricity
3 aspects of Agile Product
2. Develop on Cadence, Release on Demand
Delivery
3. DevOps and the Continuous Delivery Pipeline

customer-centric approach to defining, building,


Agile product delivery and releasing a continuous flow of valuable
products and services to customers and users

1. Lean System and Solution Engineering


3 aspects of enterprise
2. Coordinating Trains and Suppliers
solution delivery
3. Continually Evolve Live Systems

describes how to apply lean-agile principles and


practices to specification, development,
deployment, operation, and evolution of the world's
Enterprise Solution Delivery largest most sophisticated software applications,
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Takes place at the Large Solution layer.
aligns strategy and execution by applying Lean-
and systems- thinking approaches to strategy and
Lean Portfolio Management
investment funding Agile portfolio operations, and
governance.

1. lean governance
3 aspects of lean portfolio
2. strategy and investment funding
management
3. agile portfolio operations

describes how lean-thinking people and agile


teams optimize their business process, evolve
Organizational Agility strategy with clear and decisive new commitments,
and quickly adapt the organization as needed to
capitalize on new opportunities

1. lean thinking people and agile teams


3 aspects of organizational
2. strategy agility
agility
3. lean business operations

describes a set of values and practices that


encourage individuals, and the enterprise as a
Continuous learning culture
whole, to continually increase knowledge,
competence, performance, and innovation

1. learning organization
3 aspects of continuous
2. relentless improvement
learning culture
3. innovation culture

1. personal mastery

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5. mental models
1. constant state of danger
2. optimize the whole
ways to help relentless
3. problem solving culture
improvement
4. reflect key milestones
5. fact-based improvement

1. innovative people
2. time and space
ways to create an innovation 3. go see
culture 4. experimentation and feedback
5. pivot without mercy or guilt
6. innovation riptides

describes how lean-agile leaders drive and sustain


organizational change and operational excellence
Lean-Agile leadership
by empowering individuals and teams to reach their
highest potential

1. mindset and principles


3 aspects of lean agile
2. leading by example
leadership
3. leading change

1. authenticity
2. decentralized decision making
leading by example 3. emotional intelligence
4. lifelong learning
5. growing others

1. change vision
2. change leadership
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5. training
psychological safety most important aspect of leading change

the way portfolios evaluate their progress towards


measure and grow Business Agility and determine their next
improvement steps

SAFe core values what is the whole point of SAFe?

1. Alignment
2. Transparency
4 SAFe Core Values
3. Built-In Quality
4. Program Execution

SAFe House of Lean

Leadership What is the basis of the house of Lean?

(House of Lean)

Achieve the shortest sustainable lead time


Value
best quality and value to people and society

high morale, safety, and customer delight

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(House of Lean)

Your customer is whoever consumes your work

generative culture
Respect for People and
Culture people do all the work

build long term partnerships based on trust

to change the culture, you have to change the


organization

(House of Lean)

getting feedback/reviews faster & sooner

Build-In Quality
Flow
Move from projects to products

optimize sustainable value delivery

understand, exploit, and manage variability

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(House of Lean)

experimentation and feedback

innovative people

Innovation provide time and space for innovation

go see

innovation riptides

pivot w/o mercy or guilt

(House of Lean)

optimize the whole

constant sense of danger


Relentless improvement
problem-solving culture

base improvements on facts

reflect at key milestones

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(House of Lean)

adopt a growth mindset

lead by example

exemplify the values and principles of Lean-Agile


Leadership
and SAFe

develop people

lead the change

foster psychological safety

2001 when was the agile manifesto created?

(Agile Manifesto)
Individuals and interactions
_________________ over processes and tools

(Agile Manifesto)
Working software
_____________________ over comprehensive documentation

(Agile Manifesto)
Customer collaboration
_________________ over contract negotiation

(Agile Manifesto)
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Which delivery accelerates value delivery? Serial or
Parallel delivery
Parallel?

a cost that has already been paid and cannot be


sunk cost
recovered. money already spent

"If it's going to cost you more to delay, do it now"


(cost does not always have to be money)

if you only quantify one thing, quantify the cost of


delay

do not consider money already spent


Solution Economic Trade-Offs
make economic choices continuously

sequence jobs for maximum benefit

ex: COVID-19. Remote workers needing VPNs to


access the network, but company did not establish
VPNs for everyone while they were in the office.

optimizing a component does not optimize the


system

a system can evolve no faster than its slowest


integration point

attributes of systems thinking


the value of a system passes through its
interconnections

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required
a practice that keeps requirements and design
options flexible for as long as possible during the
development process.

Instead of choosing a single point solution upfront,


this identifies and simultaneously explores multiple
set based design
options, eliminating poorer choices over time.

It enhances flexibility in the design process by


committing to technical solutions only after
validating assumptions, which produces better
economic results.

facilitated through small batch sizes

improves learning efficiency by decreasing the time


between action and effect

reduces the cost of risk-taking by truncating


Fast learning cycles
unsuccessful paths quickly

requires increased investment in development


environment

The shorter the cycles, the faster the learning

P - PLan
D - Do
C - Check
A - Adjust
iterative learning cycle
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(Fast learning cycles)

-accelerates learning
Integration points
- controls product development
-must have these as fast as possible
-reduces risk

the industry has historically followed these


development processes, whereby progress is
measured—and control is exercised—via a series of
specific progress Milestones.
phase-gate milestones
These milestones are historically document-based
and follow the traditional, sequential process of
discovery, requirements, design, implementation,
test, and delivery

fix requirements and designs too early, making


adjustments too late and costly as new facts
emerge

they force design decisions too early; this


encourages false-positive feasibility
problems with phase-gate
milestones
they create huge batches and long queues, and
they centralize requirements/design in program
management

assumes a "point" solution exists and can be built


correctly the 1st time

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Tool that helps teams organize, visualize and
manage work.

-no swimlanes
-no wip limits
kanban board
-no criteria

WIP backlog equals the number of team members

small batches what the team commits to in a sprint

1. less variability
2. less project slippage
importance of small batches
3. go through the system faster
4. most important batch is handoff batch

-increases predictability
-accelerates feedback
Reducing Batch Size -reduces rework
-lowers cost
-saves twice what you think

PI Planning --> Teams need to be on the same sprint


cadence
schedule

PI Planning
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same across all teams
-all stakeholders meet face to face (but typically in
multiple locations)
-management sets the mission with minimum
Synchronize with cross domain
possible constraints
planning
-requirements and design happen
-important stakeholder decisions are accelerated
-teams create and take responsibility for plans

1. autonomy
3 things workers need 2. mastery
3. purpose

- workers themselves are the most qualified to make


decisions about how to perform their work
- workers must be heard and respected for
managing knowledge workers
management to lead
- have to manage themselves - need autonomy
- continuing innovation has to be part of the work

the desire to be self directing and have control over


autonomy what we work on, how we work, how we do our
work, and who we work with

the urge to get better at what we do and improve


mastery
our personal and team skills

the desire to do something that matters and has


purpose
meaning

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-value delivery is inhibited by hand offs and delays
-political boundaries can prevent cooperation
-silos encourage geographic distribution of
functions
-communication across silos is difficult
-management is challenged to connect them

value silos
ex:
1. Business
2. Systems Engineering
3. Hardware
4. Software
5. Testing & QA
6. Operations

-sequence of steps to deliver value to customer


-includes the whole sequence (concept or
customer order to delivery of value) and the receipt
Value Stream
of ca$h
-contains the peeps who do the work, the systems,
and the flow of info and materials

scrum master and product what are the 2 specialty roles?


owner

Scrum and Kanban Teams execute iterations with ___ & ____

1. Be Agile
fostering true business agility 2. Join the Value Stream
3. Specialize the principles and practices
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- Create and refine user stories and acceptance
criteria
- Define/build/test/deliver stories
Agile Team
- Develop and commit to Team PI Objectives and
iteration plans
- Five to eleven members

-coaches the agile team and facilitates the team


meetings
Scrum Master - removes impediments and protects the team from
outside influence
- attends scrum of scrum meetings

a member of the Agile Team responsible for


defining Stories and prioritizing the Product/Team
Backlog to streamline the execution of program
priorities while maintaining the conceptual and
technical integrity of the Features or components
Product Owner for the team

-defines and accepts stories


- acts as the Customer for developer questions
- works w/ Product Management to plan Program
Increments (PIs)

come from the portfolio backlog

epics a container for a significant Solution development


initiative that captures the more substantial
investments that occur within a portfolio.

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come from the solution backlog

a higher-level solution behavior that typically spans


capabilities
multiple ARTs. Capabilities are sized and split into
multiple features to facilitate their implementation in
a single PI.

come from the program backlog

fits into 1 PI (8-12 weeks)

features a service that fulfills a stakeholder need. Each


feature includes a benefit hypothesis and
acceptance criteria, and is sized or split as
necessary to be delivered by a single Agile Release
Train (ART) in a Program Increment (PI)

come from the product/team backlog - Product


Owner responsible

fall into a sprint/iteration that last 2 weeks

stories
short descriptions of a small piece of desired
functionality, written in the user's language. Agile
Teams implement small, vertical slices of system
functionality and are sized so they can be
completed in a single Iteration

1. Agile Architecture
2. Agile Testing
3. Behavior
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6. Code Quality
Developing testing and programming format based
Behavior Driven Development on the way the client uses the phone. based on
customer behavior

building code, testing code, fixing code, and testing


Test Driven development
code again until it passes

-virtual organization of *5-12 teams (50-125+


individuals)
-synchronized on a common cadence and PI
-aligned to a common mission via a single program
backlog
Agile Release Trains (ARTs)
RTE
Sys Eng's
Biz Owners
Product Mngmt
System Team

Release Train Engineer acts as the chief scrum master for the train

provides architectural guidance and technical


enablement to the teams on the train
Systems Architect/Engineering

develops stories

Business Owners key stakeholders on the Agile Release Train

Owns, defines, and prioritizes the Program Backlog


Product Management
and features
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System Team
evaluate assets early and often
aligning your entire company's development and
delivery of products and services with the current
and future needs of a select group of customers in
order to maximize their long-term financial value to
Customer Centricity the firm

Everything is about the customer. Whenever an


enterprise makes a decision, it deeply considers the
effect it will have on its end users.

The...

1. Resiliency
Provided by Customer
2. Sustainability
Centricity
3. Alignment

...needed to fulfill their misson.

a customer-centric development process that


creates desirable products that are profitable and
sustainable over their lifecycle
Design Thinking
an iterative solution development process that
promotes a holistic approach to delighting all
stakeholders

1. Understand the Problem (Discover and Define)


2 parts of design thinking
2. Design the Right Solution (Develop and Deliver)

Personas What is the best way to understand the customer?


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fictional characters based on your research.
represents the different people who might use your
product or solution in a similar way.

Personas conveys problems they're facing and key triggers


for using product

capture rich, concise info that inspire great products


w/o unnecessary details

a tool that helps teams develop deep, shared


understanding of empathy for other people

use it to design better experiences and value


empathy maps streams

what do you use to promote customer


empathy maps
identification?

what do you use to design customer experience?

Journey maps
information comes from customer representatives,
focus groups, etc

story maps what do you use to capture workflows?

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program
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business benefits for a single ART.
8-12 weeks how long is a program increment (PI)?

feature what represents the work for the ART?

The proposed measurable benefit to the end-user


or business based off of a feature

benefit hypothesis ex:


Feature - Multi Factor Authentication
"Enhance user security via both password and a
device".

Acceptance criteria are used to determine whether


the implementation of a feature is correct and
delivers the business benefits

ex:
acceptance critera
Feature - Multi-factor authentication

1. USB tokens as a first layer


2. password authentication
3. multiple tokens on single device

shared committment what does estimation create?

-increases accuracy by including all perspectives


-builds understanding
-creates shared commitment
estimation

only people who are doing the work can estimate,


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1. User Business Value
Cost of Delay components 2. Time Criticality
3. Risk Reduction and Opportunity Enablement

cost of delay "if you quantity one thing, quantify the ____ __ ______"

Flow based system requires knowing two things:

prioritization of features
1. Cost of Delay of delivering value
2. Duration to implement the value

an economic model for prioritizing "jobs" based on


Weighted, Shortest Job First product development flow.
(WSJF)
= Cost of Delay / Job Duration ( job size)

a cadence based, face to face vent that serves as


the heartbeat of the ART, aligning all the teams on
the ART to a shared mission and Vision
Program Increment Planning
takes place over 2 days every 8-12 weeks
everyone attends in person - including customer
and c-suite

-they are planned and aren't extra things teams do


"in case they have time"
-are not included in the commitment, thereby
uncommitted objectives making the commitment more reliable
-becomes this when teams have low confidence in
meeting a PI objective
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-they DO count in velocity/capacity
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-for every full time Agile team member contributing
to solution development, give the team 8 points
-subtract 1 point for each team member vacation
day
Iteration capacity
-find a small Story that would ttake about a half day
to develop and a half day to test and validate. call it
a 1.
-estimate every other story relative to that one

management review and what takes place at the end of PI planning day 1?
problem solving

where feature delivery, dependencies, and


Program Board
milestones are displayed

after all plans have been presented, remaining


program risks and impediments are discussed and
categorized

ROAMing risks Resolved - has been addressed. no longer a


concern
Owned - someone has taken responsibility
Accepted - nothing more can be done.
Mitigated - team has plan to adjust as necessary

after dependencies are resolved and risks are


addressed in PI planning, this is taken by the team
confidence vote and program

1-5 (1 being least, 5 being most)


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what drives the train?

these create a closed loop system to keep the train


on the tracks

program events Scrum of Scrums


PO Sync
System Demo
Preparing for PI planning
Inspect and Adapt
PI Planning

Scrum of Scrums and PO Sync

ART Sync
coordinates progress and coordinates
dependencies through meetings

part of the ART Sync

-visibility into progress and impediments


-facilitated by RTE
Scrum of Scrums
-participants: Scrum Masters, other select team
members, SMEs if necessary
-weekly or more frequently, 30-60 minutes
-timeboxed and followed by a "meet after"

part of the ART Sync

-visibility into progress, scope, and priority


adjustments
PO Sync
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-weekly or more frequently, 30-60 minutes
-timeboxed and followed by a "meet after"
how often should a demo of a full system increment
every 2 weeks
take place?

facilitates reliability, Program Increment readiness,


planning, and innovation

Innovation and Planning (IP)


Innovation: opportunity for innovation, hackathons,
Iteration
and infrastructure improvements
Planning: provides for cadence-based planning
estimating guard band for cadence based delivery

-lack of delivery capacity buffer impacts


predictability
-little innovation; tyranny of the urgent
without IP iteration -technical debt grows
-people burn out
-no time for teams to plan, demo, or improve
together

1. the PI system demo


2. Quantitative and Qualitative Measurement
3. Problem-solving workshop
3 parts of inspect and adapt

timebox: 3-4 hours per PI


attendees: teams and stakeholders

-as part of the PI system demo, teams compare


planned vs actual PI objectives
-teams meet with their business owners to self
program performance assess the business value they achieved for each
reporting objective
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measure
teams conduct a short, retrospective, to
systematically address the target impediments that
are limiting velocity

takes over the last 4 weeks of the PI

problem solving workshop everyone agrees on the problem to solve

apply root cause analysis


identify the biggest root cause
restate the new problem for biggest root cause
brainstorm solutions
identify improvement backlog items

for DevOps

Culture - shared responsibility


Automation - continuous delivery pipeline
CALMR approach
Lean Flow - small batch sizes, limit WIP, accelerates
delivery
Measurement - of everything
Recovery - enables low risk releases

first chunk of the Continuous Delivery Pipeline

4 aspects of Continuous 1. Hypothesize


exploration 2. Collaborate and Research
3. Architect
4. Synthesize

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2nd chunk of continuous delivery pipeline

4 aspects of Continuous 1. develop


Integration 2. build
3. test end to end
4 stage

3rd chunk of continuous delivery pipeline

4 aspects of continuous 1. deploy


deployment 2. verify
3. monitor
4. respond

making value available when its needed

4 aspects of release on 1. release


demand 2. stabilize and operate
3. measure
4. learn

-enables testing background and foreground


processes in the actual production environment
before exposing new functionality to users
separating deploy from release
-separate deploy to production from release

-hide all new functionality under feature toggles

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existing code, hardware components, marketing
branding guidelines, etc., that technically enable
near-term business features without excessive
redesign and delay

-enablers build up the runway


-features consume it
architectural runway
-must be continuously maintained
-use capacity allocation for enablers that extend the
runway

1. Enterprise Executives
three groups of people
2. Business Owners
involved in portfolio strategy
3. Enterprise Architect

-collaborate to develop and communicate the


portfolio strategy
-provide lean budgeting and funding to the value
key stakeholders
streams that develop and maintain the portfolio
products and services
-build a portfolio KanBan system to establish flow

collaboration Strategy and investment funding is a ___________________

large enterprises will have multiple ________.


portfolios
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Define the portfolio with the _____ ______.

-this is a template for identifying a specific SAFe


portfolio canvas
portfolio
-it defines the domain of the portfolio and other key
elements

Just as a personal finance portfolio balances


investments in different asset classes (e.g., stocks,
bonds, real estate), SAFe balances different _________
of _________________.

Get this balance wrong, and you can starve the


horizons of investment
future by over-investing in today, or you can miss
near-term opportunities while pouring too much
money into the future.

Used to categorize investments and to map


solutions

-vision, mission, and core values


-portfolio context
-portfolio budgets
aspects of enterprise strategy -strategic themes
formulation -competitive environment
-financial goals
-distinctive competence
-business drivers

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Differentiating, specific, and itemized business
objectives that connect a portfolio to the strategy
of the enterprise.

They provide business context for decision-making,


Strategic Themes and serve as inputs to the vision, budget, and
backlogs for the Portfolio, Large Solution, and
Program levels.

Their primary purpose is to drive portfolio


innovation and differentiation.

-identify opportunities for the portfolio future state


with _____?

-establishes an understanding of your organization's


SWOT
strengths and weaknesses

-identifies the most significant opportunities and


potential threats

used primarily for identifying strategic options to


TOWS
create a better future state

-portfolio canvas captured current state


-use SWOT and TWOS to brainstorm
envisioning future state
-evaluate options, make a decision
-identify epics that get you there

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-makes the largest business initiates visible
-brings structure to analysis and decision making
-provides WIP limits to ensure the teams analyze
responsibility
Portfolio Kanban -helps prevent unrealistic expectations
-helps drive collaboration amongst key
stakeholders
-provides a transparent and quantitative basis for
economic decision making

-funnel
-reviewing
-analyzing
areas of porfolio kanban
-porfolio backlog
-implementing
-done

portfolio vision and roadmap what flows into the portfolio funnel?

moves people to the work what is the issue w/ cost center budgeting?

fund value streams, not solution to cost center budgeting


projects

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Establishing guardrails help ensure that the mix of
investments addresses both near-term
opportunities and long-term strategy, that
investments in technology, infrastructure, and
maintenance aren't routinely ignored, and that large
Guardrails investments are approved appropriately

1. apply investment horizons


2. continuous business owner engagement
3. approve epic initiatives
4. utilize capacity allocation

requires leaders to model desired professional and


authenticity
ethical behaviors

describes how leaders identify and manage their


emotions and those of others through self
emotional intelligence
awareness, self regulation, motivation, empathy, and
social skills

depicts how leaders engage in ongoing, voluntary,


and self motivated pursuit of knowledge and
lifelong learning
growth, and they encourage and support the same
in others

encourages leaders to provide the personal,


professional, and technical guidance and resources
growing others
each employee needs to assume increasing levels
of responsibility

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moves the authority for decisions to where the
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decentralized decision formaking
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-establish a sense of urgency
-create a powerful guiding coalition
-develop the vision and strategy
-communicate the vision
Kotter's Method
-empower employees for broad based action
-generate short term wins
-consolidate gains and produce more wins
-anchor new approaches in the culture

anchor new approaches in the most important step in kotter's methods


culture

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