Improving Portfolio Outcomes with Real Options

Improving Portfolio Outcomes with Real Options

Real options promote flexibility in decision-making and enable organizations to pivot, change course, or seize new opportunities as circumstances evolve.

When:

May 9, 2024, 12:00 pm – May 9, 2024, 1:00 pm MST

Where:

Zoom

Who:

Program or Project Manager, SAFe Program Consultant

Event Overview

In this one hour session, you’ll receive an overview of: 

• Similar to Options contracts: The right but not the obligation to purchase or sell (i.e. Gets and Puts, respectively).

• Financial Framework: a financial decision-making framework based on ROI and probabilities

• Strategic Flexibility: enabling organizations to reduce risk, better use of capital, and avoid sunk costs. 

Don’t miss it!

Speakers

Joe Vallone

Principal Consultant, SPCT/SAFe Fellow at Scaled Agile, Inc.

Claus Hirzmann, Dipl.-Ing., MBA

Co-founder at Strategic-Finance SAS

Event Sponsors

SAFe Leadership Forum

SAFe® Leadership Forum

Join this one-day conference targeted at all levels of leaders in organizations practicing SAFe or considering it.

When:

September 19, 2024, 8:30 am – September 19, 2024, 7:00 pm EET

Where:

Gleisarena, Zollstrasse 17, 8005 Zürich, Switzerland

Who:

Business Owner, CEO, CIO, Enterprise Architect

Event Overview

This event is a great opportunity to bring together and improve the community of organizations using SAFe.

Questions? Contact us here.

Speakers

Inbar Oren

Chief Product Officer, SAFe Fellow and Methodologist at Scaled Agile, Inc.

SAFe Leadership Forum

SAFe Leadership Forum

The SAFe® Leadership Forum Zürich presents a conference tailored to DACH leaders aiming to achieve business results through SAFe.

When:

September 27, 2023, 9:00 pm – September 27, 2023, 5:00 pm EET

Where:

Zurich, Switzerland

Who:

DACH Leaders

This immersive experience in Zürich will be packed with networking opportunities and content focused on pivotal themes, such as:
• Agile Leadership
• Business Agility
• Improve & Accelerate
• Measure & Grow

Speakers

Michele Lanzinger

SAFe Strategic Advisor and SPTC

Scaled Agile

Andrew Sales

Chief Methodologist and SAFe Fellow

Scaled Agile

Building a Culture of Innovation in Banking with SAFe® 6.0

Building a Culture of Innovation in Banking with SAFe® 6.0

When:

May 22, 2023, 1:00 pm – May 22, 2023, 2:00 pm

Where:

Zoom

Who:

Agile Coach

Event Overview

Speakers

Laurens Bonnema Headshot

Laurens Bonnema

Agile Management Consultant and Trainer (Xebia)

Laurens is an Agile Trainer & Management Consultant and a mentor to leaders creating resilient organizations at any scale. He has a strong background in IT with experience in almost every role. Laurens takes great pride in his work, and it shows in the recommendations he has received over the years. As a Professional Scrum Trainer and SAFe Practice Consultant, he helps to improve the profession of software delivery as well as marketing, human resources, and finance. Laurens brings his experience in enterprise IT since 1999 and on Scrum Teams since 2006 to his teaching, is a driving force in the Agile community, and a sought-after speaker at conferences and events.

Audrey Boydston

SAFe Fellow and SPCT (Scaled Agile, Inc.)

Audrey Boydston is a SAFe Fellow and Strategic Advisor at Scaled Agile and an experienced SPCT, Leadership Coach, and Master Facilitator. Her work focuses on continuous learning, community building, strategy development, and helping leaders create exceptional experiences for their employees and customers. Audrey spent her early career working in leadership roles at financial institutions, including GE Capital, Citigroup, Discover, and Capital One. While at Capital One she transitioned from strategy and product management into Agile coaching, where she successfully rebooted her business unit’s Agile transformation through coaching, re-training, and establishing mentoring programs. At Scaled Agile she co-created a program to help leaders understand their critical role in leading enterprise Lean-Agile transformations. She also co-created a virtual edition of the Training from the BACK of the Room! course with Sharon Bowman and 10 other Certified Trainers around the world.

Event Sponsors

Five Tips from a SAFe Product Owner

I’ve been a SAFe® Product Owner (PO) for two years and I’ve learned that showing up well in this role is more than just a skill set you build. It becomes an art that deserves practice, consideration, professional development, and your authentic personality.

As a PO of a very busy team that is charged with understanding and delivering on customer journeys with SAFe learning content, my daily work life can include:

A Day in the Life of a SAFe PO

See formal guidance on the PO role in the PO Framework article

In short, my day can hold many twists and turns. Over the last two years, I’ve developed some habits and practices that help me bring my best self to this role as often as possible:

  • Treat the work as an important teammate
  • Treat yourself as an important teammate
  • Know whose opinions matter most to you
  • Practice setting boundaries
  • Form a great bond with your team’s Scrum Master/Team Coach

In the following sections, I’ll explain these practices in more context and share resources to help you accomplish them on your team.

SAFe® Product Owner Tip One: Treat the Work as an Important Teammate

POs often face competing priorities, needs, and opinions. 

This means I may hear from someone in one part of the organization why we need X and then hear from someone on my team why X is a terrible idea. I can learn why someone desires to work on something new and learn why we won’t be pursuing that idea in the same hour. I often do. 

One way I resolve this is to treat the work as a teammate that deserves respect, care, and consideration.

Here’s an example of how this works.

A high-performing team member shared she was interested in enabler work towards researching and selecting upgraded tools. However, her work in the upcoming PI was heavy in iterations one, two, and three. This planned work was for committed deliverables in iteration four. 

Architecture also approached me to help get alignment on having that team member work with them on this tool selection. They proposed several longer-than-average meetings with this team member in iterations one, two, and three as well as asking for exploration work from this team member in iterations three, four, and five. 

I knew my team member was invested in choosing the right future tool for our work. I also knew we would miss our PI objectives and delivery of products without the crucial work she was planning in the early part of the PI. 

I thought of my teammate and the work as equals, having needs and deserving a thoughtful decision. I worked with Architecture and the teammate to craft expectations for this PI and an extended timeline for the enabler work so the team’s work, the teammate, and Architecture all had a path forward.

SAFe Product Owner Tip Two: Treat Yourself as an Important Teammate

SAFe Product Owners and Scrum Masters/Team Coaches have specialty roles AND are a part of the team. This can be confusing sometimes. Should you add items to the team retro or vote in estimating poker? What happens when you have a family emergency or take vacation? Can you plan stories?

Having a different title or being a decision-maker can serve to distance you from teammates. In my first two PIs as a PO, I felt this keenly and decided to think about it differently. 
My skills help the team deliver value and understand who will consume it and what they need. Once I started thinking about myself as a contributor rather than a “distanced person with a different role,” it made it much easier to decide: Yes, and.

Yesss, and...GIF
  • YES, I should add items to our Team’s iteration retrospective! AND maybe I should mind my airtime and let others go first when the team is discussing which actions or changes they’d like to pursue in the next iteration. 
  • YES, when we take team assessments such as the Team and Technical Agility assessment, my voice matters, AND if I have areas of disagreement, I’ll wait for my Scrum Master/Team Coach to facilitate conversations.
  • YES, I can vote in estimating poker when we’re sizing stories, AND if the person doing the work has a strong feeling or the rest of the team disagrees with my estimate, I’ll cede my opinion. 
  • YES, I can take a long vacation AND find ways for my team to move stories through our Kanban while I’m unplugged.
  • YES, I can write stories! If there are areas of expertise I can leverage to help us develop our products, I can and should write stories! AND, when I have the opportunity to learn more about how others on the team are completing work, this builds my T-shaped skills and helps me plan work on our team with more knowledge and empathy.

Since making this shift, I’ve become more equipped to 

  • Know what work we’re doing
  • Understand the how and why
  • Help our team reach out cross-functionally in the ART or to work with customers 

Our team has been on a high-performing trajectory since this shift. While correlation isn’t causation, I intend to continue this mindset.

SAFe Product Owner Tip Three: Know Whose Opinions Matter Most to You

I like to joke about what I do for a living because (let’s be honest) parts of my family struggle to understand what I do at work. Sometimes I tell people I solve problems just-in-time for a living. Sometimes I tell people I negotiate and set boundaries for a living. Often I tell people I make someone unhappy nearly every day for a living.

Making people unhappy is one of the hardest parts of being a SAFe Product Owner. Because I’m involved in a team executing product development, maintenance, and delivery while acting as an interface with other teams we need work from or need work from us as they execute, misaligned needs and timing will arise. 

Every decision I make, negotiate, share, or support, can potentially frustrate a teammate, someone on another team, someone on the extended product team, our business owners, or any combination of these folks.

People’s work is personal. This is their career, their time away from their family, their commitments, and the products they love and use. Their feelings about work are valid.

I’ve learned to accept and sit closely with someone having uncomfortable feelings about a decision. I put intense work into validating feelings, no matter how strong they may be and regardless of my agreement about that person’s wishes or ideas.

It can be challenging to stay calm with someone in an emotional situation. This is even harder to do without talking them out of their experience. I can’t do it unless I hold deep and important knowledge—I’m ok even if people disagree with me today. Not everyone’s opinions of me need to shape me in every moment.

I extend unconditional positive regard for people while building a working relationship with them. I assume good intent. And after that, the people who really stick with me respond to my brand of being me and getting work done.

This means I can live with some people who are unhappy with the news, decision, or strategy I’ve just shared. I can stay calm, professional, and empathetic without agonizing over the interaction. 

It may sound like I care less about some people. However, what results from this approach is room for me to care deeply about the people I work with most frequently and maintain room for my own work, their needs, and new work relationships to grow.

Early in my life as a PO, carrying everyone’s thoughts and feelings kept me up at night and sometimes prevented me from saying things that needed to be said. 

Rejecting this mindset has made me a better, more decisive, and more reliable PO.

SAFe Product Owner Tip Four: Practice Setting Boundaries

SAFe Product Owners often need to tell their team, Product Manager, an engineer or architect, other teams, ART, or Business Owners “no.” No feels like such a scary word. No can sit on the tip of my tongue and raise questions like, “Will this cause anger? Disappointment? Personal dislike?”

In the end, saying no to some things allows teams to say yes to others, and to take meaningful action on those commitments. It’s what allows us to create quality products. Conversely, saying yes to everything leads to poor quality, missed commitments and objectives, and personal and professional disappointments.

I decided to take a deep dive into setting boundaries. I started by considering how I could say “no” or “maybe” with clarity.

Ways to Say No as a PO

These are a few of the ways I trained myself to respond so I could communicate boundaries without shutting down necessary conversations.

For some time, I had these on a sticky note on the wall behind my desk. I rehearsed them and queued myself to remember to use these phrases.

After several PIs, my team started asking how I got so measured and productive at setting boundaries. We now brainstorm as a team ways to set boundaries before we go into PI planning. Here are some of the boundary-setting phrases our team has come up with:

Ways for Your Team to Say No

The truth is these phrases are useful outside of PI planning throughout iterations. The bigger truth is they’re helpful in day-to-day life outside of work.

SAFe Product Owner Tip Five: Form a Great Bond with Your Team’s Scrum Master/Team Coach

I am lucky to have the kind of relationship with my team’s Team Coach where we happily grab taco dinners together. I don’t think all POs must be buddies with their teams’ Scrum Masters/Team Coaches. But it does help the work and team for POs to have good working relationships with the person in this role on the team.

As a SAFe Product Owner, you have your eyes on the needs of the customer (i.e., anyone who consumes your team’s work) and the work. I like to say, “I’m not the boss of anyone. I represent the work.” 

The Scrum Master or Team Coach has their eyes on team performance, work progress, and delivery. I’ve found that having a great working relationship with the Team Coach on my team means we can coordinate to support the team and work and fine-tune our team and technical agility.

Ways I’ve coordinated with my Team Coach to support the team include:

  • Proposing breaking our Agile team events up differently
  • Devising ways to handle things asynchronously when we have scheduling traffic jams 
  • Asking me powerful questions when I’m facing hard decisions on priorities and moving the work forward 

I can also go to our Team Coach and propose agenda items for our team events, ask for help getting data and metrics, and collaborate on thinking through team challenges and needs.

It’s so rewarding to have a relationship with our Team Coach where I can talk candidly about where we’ve been as a team, where we’re headed, and the ways we can both leverage our skills and perspectives to help the team succeed. 

This makes it enjoyable to collaborate on planning team celebrations. We’ve worked together to coordinate

  • A “game show”-themed gathering
  • Gift bags
  • Creative ways for the team to learn about one another and appreciate each other more
  • A remote cookies and hot cocoa gathering
  • Team meals

By far, the best part of working so well with my Team Coach is that we can support and challenge each other. When my Team Coach had a professional development goal to become an SPC and SAFe Trainer, I covered team events and cheered him on. 

Likewise, he got creative with ideas for story acceptance and team events I usually handle so I could take a long vacation. 
We also push each other to look at our team’s metrics, consider new ways to engage the team in Agile team events, share successes and improvements with the ART, and share our talents beyond the team level.

In this relationship, each of us has grown into our roles and pushed ourselves and each other. The team has also been recognized as high-performing in qualitative and quantitative ways.

Enhance These Tips with Some PO Resources

I hope including these tips, practices, and mindsets helps you consider your own development as a PO and how your work positively impacts your team’s work. Lean into the art of being a PO in your own way as you try some of these ideas out:

Videos

Blogs

Assets

PO resources in SAFe Studio

Get them now

About Christie Veitch

As a writer and education nerd who loves processes, Christie seeks to move the needle on what learners can do and what educators and trainers will try with learners. She designs and delivers compelling content and training and builds communities of avid fans using these resources as a Scaled Agile, Inc. Product Owner. Connect with Christie on LinkedIn.

Discover SAFe® 6.0 – The next evolution with Dean Leffingwell

Discover SAFe® 6.0 – The Next Evolution with Dean Leffingwell

Here at Scaled Agile, we were thrilled to announce the launch of SAFe® 6.0 and SAFe Studio this month. These new updates will deepen SAFe’s impact, help you build resiliency and reshape the way you approach transformation. On 30 March, Dean Leffingwell is joining us for a deep dive into what these changes mean for you in the APAC region.

When:

March 30, 2023, 11:12 am – March 30, 2023, 11:25 am

Where:

Zoom

Who:

Agile Coach, Consultant, Enterprise Architect, Product Owner, Release Train Engineer, SAFe Practice Consultant, Scrum Master, Solution Train Engineer, SPC

Event Overview

The Scaled Agile APAC team is thrilled to host our Co-founder and Cheif Methodologist, Dean Leffingwell, to share his insights about SAFe 6.0. Learn directly from Dean about how these updates enable you to work differently and build the future.

11:30 am AEDT
6:00am IST
8:30am SGT
8:30am CST
9:30am JST

Speakers

Dean Leffingwell

Co-founder, Chief Methodologist (Scaled Agile, Inc.)

Recognized as one of the world’s foremost authorities on Lean-Agile best practices, Dean Leffingwell is an entrepreneur and software development methodologist best known for creating SAFe®, the world’s most widely used framework for business agility.

His best-selling books, Agile Software RequirementsScaling Software Agility, and SAFe® Distilled, form much of the basis of modern thinking on Lean-Agile practices and principles. Founder of several successful startups, including Requisite, Inc. (acquired by Rational), Mr. Leffingwell also served as Chief Methodologist to Rally Software, and prior to that, as Sr. Vice President at Rational Software (now part of IBM). He currently serves as Chief Methodologist to Scaled Agile, Inc., which he co-founded in 2011.

Three Key Components of Healthy Agile Transformations

Ensure your transformation lives a long life

Improving your health is important so you can live a longer life. The same goes for your Agile transformation.

Certain habits improve your transformation’s health. Like eating healthy and working out do for our bodies.

I’ve seen these habits improve and sustain Agile transformations in many organizations:

  • Change leaders pave the way
  • Strategy connects directly to the work
  • People strategies activate engagement

Each of these habits signals your organization embraces real change. And embracing change is the foundation of a sustainable Agile transformation.

Restating the three bullet points

Change Leaders Pave the Way

Leadership is the most important part of a healthy Agile transformation. I’d go as far as saying leaders can make or break transformation efforts.

So leadership teams must lead the change for it to stick. They do this by leading by example at all levels of the organization (from the portfolio to Agile teams).

Change leaders also follow SAFe® Lean-Agile Principles and Core Values when making decisions.

Principles and values guide decisions

Leaders should embrace and demonstrate the principles and values in their leadership roles. And consult them when making a change to one of their transformation strategies.

Easterseals demonstrates one way to apply this thinking in this customer story. The company applied SAFe starting with Lean-Agile leadership. They placed change leaders in key roles. And then added the principles and structures to guide their decisions.

Some organizations disregard the principles and values to tailor SAFe. They make this modification to fit SAFe into their culture. But this creates an anti-pattern.

These modifications may include:

  • Changing the names of the roles identified in the Framework
  • Picking and choosing which ceremonies to hold
  • Training leaders on SAFe without proper leadership coaching and guidance

SAFe is not a prescriptive framework. Yet it’s important to maintain its foundational principles and values. This ensures a healthy Agile transformation.

Read more about how to apply the SAFe Core Values in a work setting here.

Operational excellence objectives facilitate improvements

Change leaders extend their reach through Lean-Agile Communities of Excellence (LACE). LACEs should share transformation learnings across portfolios. This aligns each portfolio to Lean-Agile practices and leadership. It also helps to create a Continuous Learning Culture.

Transformation leaders in the LACE should also spearhead improvement initiatives within the organization. Also, they should focus on cross-training initiatives. This solves bottlenecks and other flow issues.

Leadership sponsorship extends beyond sustaining to accelerating change

In a healthy Agile transformation, leadership doesn’t stop at sponsoring the change. They go as far as participating in and accelerating the change.

When this does not happen, the following pattern can occur.

A Fortune 100 large enterprise pivoted from Waterfall to Agile. (Notice Lean was not even part of the conversation).

Leadership did not choose the method for this transformation. Instead, they pushed this decision to the leaders in each business unit.

You can only imagine what happened. Some business leaders chose SAFe. Others tried a hybrid approach and pulled practices from several Agile frameworks. Others decided to ‘baby step’ it and start with small teams. None of the teams in this ‘small team’ example took into account all the dependencies on the other teams.

Six months in, one leader asked: “Where can I get a holistic view of our product delivery and how we are tracking against all our initiatives?”

With so many frameworks and practices in play, there was no easy way to answer this.

Other impacts?

Business units often worked on initiatives with other business units. But they did not have a common cadence. Or alignment on dependencies or ceremonies. It became chaotic to figure out how to execute together to deliver on business requests.

If leadership selected one framework and language, that would have united the organization. And made the transformation smoother.

This example demonstrates why leadership needs to extend beyond sponsorship to participation. It ensures a transformation’s health and, thus, long-lived success.

Strategy Connects Directly to Daily work

Leadership is in place. Now what? Everyone in a healthy Agile transformation engages in their work. To improve employee engagement, show employees how their work makes a difference.

Make this connection through transparency about your strategies. Show how they align with your enterprise’s Vision and Mission.

How do you make this a healthy habit? By sharing updates during all hands or other standing company-wide meetings.

One way Scaled Agile, Inc. shows its employees how they’re impacting enterprise strategy is through color coding. We assign each strategic theme a specific color (on brand, of course). In System Demo, the agenda is color-coded by the corresponding strategic theme.

screenshot of recent system demo with color coding by strategic theme
Agenda from a recent system demo

This transparency is important, especially when the strategy must pivot. It’s important employees understand the following before any work stops or changes:

  • Learnings from the pivot
  • The reason for the pivot

Be thoughtful about how you communicate this information with your organization. This is work that many spend the majority, if not all, of their time on. It’s important to be sensitive to this.

Porsche shared an example of strategy transparency at the 2021 SAFe Summit. Their executive leadership committed to how they wanted to work. And which KPIs they would drive with their products. Leadership did this on stage in front of the entire digital division. This commitment launched the digital sector into its first ARTs and PI Planning.

This shared strategy gave employees a reason to stay engaged with their work. They knew they were working towards a common goal across the digital department.

Once employees understand company strategy, they can connect it to their daily work. This connection is important for improving engagement too. Engagement is the final piece of maintaining a healthy Agile transformation.

People Strategies Activate Engagement

One indicator of a transformation’s health is its most important asset: people. To keep your transformation healthy, you must keep your people happy. One way to do this is through actively engaging them in their roles.

Generate future-focused learning opportunities with paths for Agile roles

If employees see growth opportunities, they will likely remain at their current company.

See these recently updated articles for career development inspiration:

Each article includes role descriptions by category. These descriptions provide opportunities for growth in each of these Agile roles.

specific responsibilities for each Agile role

Organizations can create paths and learning opportunities based on these role-specific focus areas.

Refresh engagement strategies to align with the current workforce

When employees were asked, “What’s one thing that keeps you from being engaged?” they responded with the following reasons:

  • No autonomy
  • Lack of safe space
  • No clear career direction
  • Lack of vision and inspiration
  • Missing feedback

As mentioned in the previous section, engagement creates happier, more motivated employees. Happier and more motivated employees sustain a healthy Agile transformation.

If your engagement strategies need a refresh, try these suggestions:

  • Overhaul outdated engagement strategies
  • Align intent with your organization’s social purpose
  • Facilitate a relational and emotional connection with employees
  • Generate future-focused learning opportunities
  • Transform your ceremonies into learning socials
  • Connect individual contributions to the organizational vision
  • Minimize disruptions to allow for flow
  • Look for patterns of inattentional blindness
  • Meet people where they are
  • Co-create a path to re-engage

To learn more about people engagement strategies, watch my talk from the 2022 SAFe Summit. It’s on the SAFe Community Platform: In It to Win It! People Engagement Strategies to Propel your SAFe Transformation. (Tip: Command + F search the talk title or scroll to the Leading the Change section of the page.)

Connect people to the Vision, Mission, and each other

In a remote/hybrid post-COVID environment, it can feel like you’re working on an island. It’s hard to feel connected to the people you no longer share an office space with.

This connection is important for creating a healthy Agile transformation. Connect people to the following to remind them what they’re working for:

  • The organization’s Vision
  • The organization’s Mission
  • Each other

It gives them the drive to work through the uncomfortable parts of transforming.

Ways you can connect people in your organization:

  • Schedule volunteer opportunities for teams
  • Add standing mystery 1:1s to the company calendar
  • Share rotating appreciations for individual team
  • Highlight positive customer experiences, interactions, or success milestones
  • Champion learning networks

Conclusion

It takes work to maintain your health. Maintaining the health of your transformation is no different. Incorporate these three components into your Agile transformation. It will give you a strong foundation for sustainable change. And prolong your Agile transformation life.

Other resources to incorporate into your transformation routine. You can think of them like supplements if we’re sticking to the health metaphor:

About Audrey Boydston

Audrey Boydston is a senior consultant at Scaled Agile

Audrey Boydston is a senior consultant at Scaled Agile and an experienced SPCT, Lean-Agile coach, trainer, and facilitator. Her work focuses on continuous learning, building fundamentals, re-orienting around principles, and helping clients—from senior executives to developers—build networks and communities that support their transformations.

View all posts by Audrey Boydston

My Release Train Engineer Career Path: Transition from RTE to Enterprise Agile Coach

Enterprise Agile Coach

Recently I’ve transitioned from working as a Release Train Engineer (RTE) to an Enterprise Agile Coach. While the RTE career path isn’t always well defined, this has been a rewarding journey personally for my professional development and collectively for growing our organizational capabilities. 

In this blog post, I discuss:

  • Enterprise Agile Coach as a potential development path for RTEs
  • My personal experience nine months into the role and what an Enterprise Agile Coach does in a SAFe® context
  • Learning paths for RTEs and several key insights

Pointing the Release Train Engineer Career Path toward Enterprise Agile Coach

If you look at the SAFe Big Picture (in any configuration), you can quickly identify Agile coaching roles at the team (Scrum Master) and program level (Release Train Engineer). But beyond these roles, the development path isn’t always clear. 

Release Train Engineer

What are the opportunities for Release Train Engineers?

To start, current Release Train Engineers could look at either a Solutions Train Engineer (STE) or a SAFe® Program Consultant (SPC) role. STE is a good progression, but the role only exists in very large enterprises (typically comprising thousands of people) building large solutions (for example, cyber-physical) that require multiple ARTs for development. SPC is a much more common role because it is required at organizations of any size. SPCs play a critical part in implementing SAFe.

But, because SAFe leverages the concept of a dual-operating system (proposed by John Kotter), SPC is often more a set of responsibilities than a specific position. So although many RTEs become certified SPCs to deepen their knowledge of SAFe and increase their own SAFe transformation capabilities, SPC is their next credential but not their next job title.

Enterprise Agile Coach is a common job title for someone who operates at an organizational level and works across organizational boundaries to coach Agile transformations and enable business agility.

These functions make Enterprise Agile Coach an excellent progression for an RTE whose scope has expanded beyond an ART to a broader role in their organization.

Release Train Engineer

What Does an Enterprise Agile Coach Do? My Experience After Nine Months

After working in my current organization for six months, it became clear the role had grown significantly beyond Release Train Engineer. I found myself increasingly leading a SAFe implementation rather than facilitating an ART. I was also managing an Agile delivery function/department with Scrum Masters working on projects operating outside of SAFe. I was promoted to Enterprise Agile Coach to recognize these responsibilities and to make my role clearer across the organization. 

Some of my new Enterprise Agile Coach responsibilities, which are described in SAFe, include:

  • Delivering and provisioning SAFe training across the business
  • Establishing a Lean-Agile Center of Excellence (LACE)
  • Value Stream identification and onboarding new teams onto our ARTs
  • Extending practices to the portfolio level
  • Leading Communities of Practice

RTEs or Scrum Masters may occasionally do (or directly support) some of this work, but there is an essential distinction between leading and contributing to these activities. Additionally, RTEs and Scrum Masters have program and team-level responsibilities that they need the capacity to focus on.

My new role also encompasses leading an Agile delivery function/department, which has a wider scope than our current SAFe implementation. Some of our delivery teams work outside our SAFe ARTs on independent projects with fixed durations. Taking a more complete and integrated view of how we deliver our value streams and projects has allowed us to gain a broader range of perspectives and insights, share knowledge, and apply standard practices across teams when beneficial. 

In my experience, the biggest shift from RTE to Enterprise Agile Coach has been learning to influence across organizational boundaries and starting to more fully apply systems thinking (SAFe Principle #2). This includes partnering with departments beyond Product and Technology (like HR) to examine the impact of policies, consider the working environment, and remove systemic impediments. I’ve also gained a better understanding of how value flows across the organization rather than just focusing on optimizing development activities.

One of the challenges that I had not anticipated was the amount of work needed to develop my own personal leadership capabilities. Here are a few of the practices I’ve found beneficial for building a new skill set:

  • Regular professional coaching
  • Developmental practices such as meditation and journaling
  • Leadership self-assessments
  • Enterprise Coaching Mastercamp

Additionally, I’ve continued reading widely to expand my knowledge in some of the disciplines listed in the next section.

Going Beyond Release Train Engineer Skills: My Key Learnings

Enterprise Agile Coaching is shaped by a wide range of disciplines. If you’re interested in moving to Enterprise Agile Coach, some of the areas you might start exploring include:

  • Systems thinking and complexity theory
  • Organizational design
  • Organizational change process
  • Developmental theory
  • Leadership development
  • SPC certification (for advanced knowledge of SAFe)
Release Train Engineer

Some of the ideas and concepts that immediately resonated with my own experience are:

  • Holons – The concept that something is simultaneously a whole in and of itself but also a part of a larger whole (see Arthur Koestler, Ken Wilber, and Michael K. Spayd). This is a useful way to consider individuals, teams, ARTs, and the enterprise. 
  • Fractals – Patterns reoccur at various scales, and this occurs throughout the organization (Mandelbrot).
  • Developmental stage models – Understanding how organizations can be centered in a developmental stage and how their worldviews and values affect the system and culture (see Clare Graves, Don Beck, Ken Wilber, and Frederic Laloux).

Defining Your Release Train Engineer Career Path: More Resources

Enterprise coaching can be very challenging but is also incredibly rewarding. Working more holistically as an Enterprise Agile Coach across the organization has broadened my perspective and understanding of how systems work. 

My previous work as an RTE gave me access to program-level perspectives and insights invaluable to my current role. For any RTE that wants to move into Enterprise Agile Coaching, I recommend seeking out mentors and peers to help support you in your learning journey, adopting a strong growth mindset, and investing in your own development as a leader. 

From Our Team

Defining your RTE career path can start now with a few small steps. Below are more resources you can use to improve your daily practice as an RTE and clarify your professional development path:

About Tom Boswell

Tom Boswell is an Enterprise Agile Coach

Tom Boswell is an Enterprise Agile Coach and certified SPC and RTE. He has worked at multiple organizations using SAFe, coaching at the team, program, and enterprise levels. He is passionate about lifelong learning, helping others grow, empowering teams, and co-creating more meaningful workplaces. Connect with Tom on LinkedIn or at www.tomboswell.com.

Scaling Your LACE Practices

Events > Webinars > Scaling Your LACE Practices

Scaling Your LACE Practices

Your engagement in our LACE Transformation in Practice series uncovered insights about how LACEs operate in real organizations

When:

November 8, 2022, 10:00 am – November 8, 2022, 11:00 am

Where:

Zoom

Who:

Agile Coach, Director, Release Train Engineer

Event Overview

Deema Dajani, Product Manager and SPCT at Scaled Agile Inc. will share synthesized updates applicable to your current operations. Carol McEwan and Anaël Pichon from iObeya will join Deema to share ideas on how to scale and improve your LACE practices as your organization matures. During this webinar, you will learn the following:

– How LACE formation evolves as a SAFe organization matures
– The top concerns every LACE experiences
– What LACEs budget for
– How to improve awareness of your LACE progress and impact

Speakers

Deema Dajani Headshot

Deema Dajani

Product Manager, SPCT (Scaled Agile Inc.)

Deema draws on a Startup background and an MBA from Kellogg. She helps established enterprises create the environment to shape disruption with business agility and Lean Portfolio Management (LPM). Started her Agile journey in the early 2000’s as a Product Manager, Director of Strategy, and pre-IPO turn around specialist. Deema transitioned to advisory where she led some of the largest transformations to Lean-Agile with SAFe in Financial Services and Insurance. Deema currently serves as a Scaled Agile Product Manager focused on LPM and Leadership. Co-founder of the Women in Agile, a non-profit organization focused on breaking barriers and inclusivity in the agile community.

Carol McEwan

Agile Program Director (iObeya)

Carol McEwan currently serves as Agile Program Director at iObeya. She has more than 10 years Agile experience and is passionate about creating spaces for people to collaborate and solve complex problems. Previously, Carol has held senior leadership positions at Scaled Agile, Scrum@Scale, and Scrum Alliance.

Anaël Pichon

Manager – US Customer Success Operation (iObeya)

Anaël Pichon currently manages iObeya’s Client Success operations in the USA. She combines her experience as a Project Manager and her passion for Agile as a certified Professional Scrum Product Owner and SAFe SPC to help iObeya users get the best out of the platform.

Becoming the Catalyst: Change Management that Drives Transformation to the Next Level

Events > Peer Connects > Becoming the Catalyst: Change Management that Drives Transformation to the Next Level

Becoming the Catalyst: Change Management that Drives Transformation to the Next Level

Hosted by: Apptio

Join us at the interactive fireside chat with Phil Alfano (Apptio), Francisco Loras (Wi-Tronix), and Joe Vergara (Agile Rising) and learn how you can become the catalyst in your organization.

When:

September 15, 2022, 11:00 am – September 15, 2022, 12:00 pm

Where:

Zoom

Who:

Agile Coach, Agile Leaders, LACE Leader, Transformational Leader

Event Overview

Leading organizations in the digital age are expanding agile operating models from a team to a corporate level. And agile leaders play a critical role in the transformation. They understand the company’s vision – the north star – and the chasm between the current state and the vision. In essence, agile leaders must be the catalyst to drive change management within the organization. Agile leaders need to recruit champions that can translate the value of agile to the company’s vision to their colleagues and, most importantly, business leaders.

This session will cover:

  • How to design a structure for the organization to expand agile to the enterprise level
  • Getting the right stakeholders in to align on the company’s vision – from strategy to execution
  • Finding the right champions that will become the backbone of the transformation

Speakers

Phil Alfano

Field CTO (Apptio)

As Field CTO, I act as the bridge between Apptio’s solution factory and our field organizations. Reporting to the Chief Revenue Officer, I liaise between Product Marketing, Product Management, Presales, and Customer Success to ensure that what we demonstrate matches what Apptio delivers. My professional purview includes partner business development, competitive surveillance, and go-to-market messaging.

Francisco Loras

RTE & Agile Coach (Wi-Tronix, LLC)

Add a short Technology enthusiast studied Industrial Engineering in Spain and obtained a Masters in Electrical and Computer Engineering in Chicago. Started working for Wi-Tronix LLC as a hardware intern and grew into a Release Train Engineer role as part of a Digital Transformation at Wi-Tronix.-3 sentence bio here.

Joe Vergara

Sr. Agile Transformation Consultant, SPCT Candidate (Agile Rising)

Joe Vergara is a Sr. Agile Transformation Consultant and SPCT Candidate with more than ten years of experience helping organizations improve their operations and achieve their strategic objectives using Lean and Agile approaches. Having served as a consultant and coach to multiple Department of Defense (DoD) and Fortune 500 organizations, as well as several small public and private companies, Joe brings a wealth of experience and expertise across various industries. Joe has helped multiple organizations across various industries realize their objectives by empowering people, evolving processes, and enhancing technology solutions. As part of this, Joe commits to the personal and professional growth of others by meeting individuals where they are and helping to generate opportunities for learning and growth.