SAFe for Hardware: Developing the Certification Course

Over two decades, I have worked with large system builders in Aerospace, Defense, Automotive, and many other industries, supporting leaders in applying Lean-Agile principles to their engineering practices. As a methodologist and a SAFe® Fellow, I speak with organizations daily about using SAFe to build and deliver large, complex systems faster, more predictably, and with higher quality. 

Hardware ≠ Software: Understanding the Evolution of Hardware Development

Hardware and Lean-Agile don’t immediately seem like a perfect fit. Building a hardware system involves a lot of risk and cost, and a huge amount of infrastructure is required to design, verify, validate, and ultimately certify hardware solutions. 

The common approach to hardware development has been to define complete requirements and design specifications prior to implementation. There hasn’t been a mindset of building incrementally or doing tasks in small batches, mainly because of the downstream risk and the costs associated with getting it wrong. Yet the systems we build today have too much market, user, and technical uncertainty to assume we can build them right the first time. 

Over the past decade, we’ve witnessed a real disruption in hardware. New technology has enabled the industry to embrace a more Agile way of working. Digital technology, including digital twins, allows organizations to build an entire digital model of a system to address uncertainty faster and more cost-effectively. While hardware teams may not be able to build a new part every iteration, rapid prototyping and 3D printing mean they can now quickly and cheaply test and iterate at increasing levels of fidelity.  

At Scaled Agile, we saw a clear market need for a course that would support engineering organizations’ adoption of SAFe in the same way that many software organizations have seen tremendous value. 

Supporting Organizations in Implementing Lean-Agile Principles in Hardware

To create SAFe® for Hardware, we worked closely with our customers and the SPCT community, drawing on the conversations I’ve had over the past several years. The content in each module has been tested with multiple customers and reviewed by a community of SPCTs who work with hardware organizations. We landed on the modules that truly support engineering leaders and program managers in accelerating their hardware development and delivery and providing faster feedback and learning on the systems they build. 

We start with a brief introduction to SAFe and Lean-Agile principles to level set the class. Next, we dive into Designing for Change, where we look at how engineering leaders can design their systems to optimize incremental development. A good example is to think about a mobile phone. Pre-smartphone era, mobile phones were fixed logic, while today — a phone is just a platform that can be continually improved. Too often, systems are designed to optimize initial costs over the ability to change, which limits the ability to evolve them over time based on feedback and learning. 

Our next obstacle is the specification process. In Specifying the Solution Incrementally, we show how smaller batches of requirements and design create feedback loops. This requires balancing and connecting traditional formal (‘shall’) specifications with backlog items like features and enablers. We also show how to incorporate nonfunctional requirements (NFRs) into the Agile way of working. 

Variable/Fixed above Solution Intent; Domain Model leads to Design Model and Requirements Model

Less Defined: Solution Roadmap and PI Roadmap; More Defined: PI Plan, Iteration Plan, Daily Plan

A crucial difference between software development and hardware development is dramatically longer lead times needed to manufacture physical parts. Further, these are often significant systems with multi-year and sometimes even multi-decade lifespans. Multiple Horizons of Planning shares best practices on how to plan with both a long-term and near-term perspective. We show how organizations can balance the need to forecast long-term while providing teams with the ability to plan and commit to shorter-term work. 

As we say in SAFe, objective evaluation of working systems is the true measure of progress. Other measures, including phase-gate milestones, too often lead to false positive feasibility and wishful thinking. Being Agile in hardware requires a critical mindset shift. One issue is that teams often work in isolation on their part of a system, and regularly wait until the end to integrate the system. When it doesn’t, rework can be costly and frustrating. During Frequently Integrating the End-to-End Solution, participants will understand how digital technologies described earlier enable more frequent integration and faster, cost-effective learning. 

Continuously hypothesize, build, measure, and learn while continuously exploring, integrating, and deploying = release on demand

Another shift is in the way that engineering leaders look at compliance and regulation. Instead of creating a large bow wave of compliance activities at the end of development, we shift those activities left, building security, compliance, and physical safety into a feedback loop each increment. We discuss how to make this happen during the module Continually Addressing Compliance Concerns. 

Of course, no engineering team is an island. All organizations recognize the need to leverage suppliers whose knowledge and expertise are required to co-develop the solution. As organizations change to Lean-Agile ways of working, they must bring their suppliers along with them to be successful. In Collaborating with Suppliers, engineering leaders will learn how to integrate suppliers into their SAFe practices. They will also understand common contracting challenges and ways to address them. 

"The 8-Step Process for Leading Change" by Kotter, Inc.

Perhaps most crucially of all, our module Leading the Change is a call to action for development managers, program managers, and engineering executives. It’s not enough to agree to a new way of working, leaders need to own it and lead that change.

Built to Reinforce Learning

While the focus of SAFe® for Hardware is on knowledge transfer and education, we purposely designed the course to be 40 percent collaborative, with a lot of hands-on and activity-based sessions where engineering practitioners can learn from one another. Each module provides opportunities for leaders to discuss their current challenges and consider new approaches.

In our testing, I’ve seen leaders who enter the class with such different perspectives and then get in the room and discuss Agile practices with excitement and passion. I had one attendee tell me he would apply the roadmapping workshop the following week. And seeing the excitement and energy while building a marble run exercise is just the icing on the cake! We’ve had feedback that the content in SAFe for Hardware has really helped engineering leaders start thinking differently and understanding what’s possible within hardware development. 

For organizations to change their ways of working, leaders need to see the art of the possible, and to understand that applying Lean-Agile principles and SAFe in hardware is doable. And the need to know that others are already doing it and seeing success. I want people walking out of the course feeling confident that as leaders, if they can take responsibility for applying the mindset and the principles to their specific context and organization, they can find incredible value. 

Visit the SAFe® for Hardware course page for more, or search for upcoming classes via the training calendar.

SAFe for Hardware is currently in Limited Release, with classes available from select partners. A full release is planned for February 2025.

About Harry Koehnemann

Harry Koehnemann

SAFe Methodologist and SAFe Fellow at Scaled Agile, Inc., Harry Koehnemann has worked for over two decades with large system builders in Aerospace, Defense, Automotive, and many other industries, supporting leaders in applying Lean-Agile principles to their engineering practices. Harry speaks with organizations daily about using SAFe to build and deliver large, complex systems faster, more predictably, and with higher quality.

SAFe® Scrum Master Certification

Certification Benefits

Get equipped with practical skills and explore essential Agile concepts, Scrum basics, and the team’s role in SAFe®

Access role-specific toolkits, networking circles, on-demand videos, e-learnings, co-pilot AI, and more

Achieve industry-leading recognition, increase your earning potential, and future-proof your career

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You may already have the right foundation to be a great Scrum Master. If your professional background helped you gain skills in leadership, problem-solving, team dynamics, and guiding others, then you’re well-suited to help Agile teams thrive and grow.

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The SAFe® Scrum Master course offers hands-on learning and certification based on proven Agile principles. It equips learners with job-ready skills and a renewable certification to deepen their Agile expertise.

Perpetual access to course workbook and online learning platform for additional preparation

An unlimited practice test with question-level feedback and coaching report that acts as a simulation and study tool

Customer support for learning and certification questions

A timed, multiple-choice, 45-question exam with a coaching report

Industry-leading SAFe® Scrum Master certification, renewed yearly

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PMI PDUs, Scrum CEUs

Certification starts with attending the course and preparing for the exam. After passing the exam, you’ll earn a SAFe Scrum Master certification and a shareable digital badge. This certification is a testament to your knowledge and expertise in helping SAFe teams. Certification opens up a world of opportunities, a new career path, and a professional achievement you can keep for the long term.

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Achieving your certification unlocks exclusive access to additional resources to deepen your understanding of the Scrum Master role, including insights into daily responsibilities and practices.

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Exclusive webinars on emerging professional development and SAFe® topics, tailored to your role 

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On-demand access to all keynotes, breakout sessions, and other content from SAFe Summits

Continued learning with role-specific training videos comprising over an hour of additional learning and development

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Access to the latest Framework guidance

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Explore additional resources to deepen your understanding of the Scrum Master role, including insights into their daily responsibilities and their pivotal role within SAFe.

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Whether it be getting individually certified or working to jumpstart your enterprise with more agile training, check out our blog to help discover more insights on how an agile environment can help  you and your business thrive!

The Power of 1%

The Power of 1%: How Small Improvements Drive Big Business Outcomes Webinar

Join us for this insightful webinar to explore the power of a 1% improvement and how these incremental gains can significantly enhance your business performance over time.

When:

October 22, 2024, 11:00 am – October 22, 2024, 11:30 am MST

Where:

Remote – Zoom

Who:

Business Analyst, Director, Product Owner

Event Overview

Whether you’re looking to increase efficiency, improve customer satisfaction, or boost revenue, small changes can compound into major shifts in outcomes.

In this session, we’ll cover:

  • How the principle of marginal gains can be applied to business – Real-life examples of businesses that saw significant results with small changes
  • Strategies to identify and implement 1% improvements in key areas
  • Tools and techniques for measuring and tracking these improvements Discover how focusing on just a 1% improvement today can transform your business tomorrow!

Who Should Attend?: This webinar is ideal for business leaders, managers, and anyone responsible for driving growth and efficiency within their organization.

Speakers

Jim Fowler

Strategic Advisor

Ethics-Driven AI: How Scaled Agile’s Approach Balances AI’s Advantages with Social Responsibility

Ethics-Driven AI: How Scaled Agile’s Approach Balances AI’s Advantages with Social Responsibility

Join us for an insightful webinar on “Ethics Meets Agility: Scaled Agile’s Approach to Achieving Responsible AI” where we will delve into the essential principles and best practices for developing and deploying AI responsibly.

When:

August 6, 2024, 9:00 am – August 6, 2024, 10:00 am MST

Where:

Online via Zoom

Who:

Agile Coach, Business Analyst, Director, Program or Project Manager, SAFe Program Consultant

Event Overview

This session will address the dual challenges of Fear of Missing Out (FOMO) and Fear of Messing Up (FOMU), offering strategies to harness AI’s potential while mitigating risks. A significant focus will be on how the Scaled Agile Framework (SAFe) can help organizations achieve these goals and realize the benefits of AI in a responsible manner. By leveraging the same patterns, roles, and practices that enable business agility, SAFe provides a structured approach to integrate responsible AI practices into your enterprise transformation efforts.

Speakers

Dr. Steve Mayner

Scaled Agile

Dr. Stephen Mayner is passionate about coaching businesses on digital age leadership, organizational change, strategy, continuous learning culture, artificial intelligence, Agile contracts, and SAFe® practice in government. His 35-year career in business includes roles as vice president in multiple Fortune 500 companies and chief technology officer for a health IT startup.

Doug Less

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Doug is an energetic and relentless Agile Transformation Coach passionate about helping organizations navigate their journey to agility. He has over 20 years of multidisciplinary consulting service experience, with the last decade aimed at driving the adoption of Agile values, principles, and practices to help people go beyond DOING Agile to BEING Agile.

LPM in Practice: Lean Budgeting Requisites

LPM in Practice: Lean Budgeting Requisites

In the next webinar in our LPM in Practice series, Jim Fowler SPCT and Strategic Advisor at Scaled Agile, addresses your common question: What about budgeting?

When:

June 13, 2024, 11:00 am – June 13, 2024, 12:00 pm EST

Where:

Zoom Live Session

Who:

Agile Coach, Agile Professionals, Business Analyst, Director, Product Manager, Product Owner

Event Overview

This session will look at the origins of the annual budgeting process, the difficulties we face today, and what we can do differently. It is designed to give you the context and talking points to advance into lean budgeting in your organization.

Speakers

Jim Fowler

SAFe Strategic Advisor (WA)

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 21, 2024, 12:00 pm – May 21, 2024, 1:00 pm MST

Where:

Zoom

Who:

Consultant, Director, LACE Member, Program or Project Manager, SAFe Program Consultant, Transformation Leader

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

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SPC Welcome Webinar

SPC Welcome Webinar

Our next SPC Welcome Webinar is exclusively for new SPCs.

When:

December 5, 2024, 10:00 am – December 5, 2024, 11:00 am MST

Where:

Zoom

Who:

Consultant, Director, Program or Project Manager, Release Train Engineer, SAFe Program Consultant

Event Overview

We will review the many tools and resources available to ensure your success as a SAFe® trainer and coach.

– Ready to Train online learning
– Course enablement + validation
– Purchasing licenses
– Downloading courseware
– Creating courses
– Virtual classroom (optional, for remote setting)
– Uploading roster
– FAQs
– Other valuable resources

Speakers

Mike Alber

Director, Community Engagement at Scaled Agile, Inc.

Garren Watkins

Product Manager at Scaled Agile, Inc.

SPC Welcome Webinar

SPC Welcome Webinar

Our next SPC Welcome Webinar is exclusively for new SPCs.

When:

September 12, 2024, 10:00 am – September 12, 2024, 11:00 am MST

Where:

Zoom

Who:

Consultant, Director, Program or Project Manager, Release Train Engineer, SAFe Program Consultant

Event Overview

We will review the many tools and resources available to ensure your success as a SAFe® trainer and coach.

– Ready to Train online learning
– Course enablement + validation
– Purchasing licenses
– Downloading courseware
– Creating courses
– Virtual classroom (optional, for remote setting)
– Uploading roster
– FAQs
– Other valuable resources

Speakers

Mike Alber

Director, Community Engagement at Scaled Agile, Inc.

Garren Watkins

Product Manager at Scaled Agile, Inc.

SPC Welcome Webinar

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Our next SPC Welcome Webinar is exclusively for new SPCs.

When:

June 12, 2024, 10:00 am – June 12, 2024, 11:00 am MST

Where:

Zoom

Who:

Consultant, Director, Program or Project Manager, Release Train Engineer, SAFe Program Consultant

Event Overview

We will review the many tools and resources available to ensure your success as a SAFe® trainer and coach.

– Ready to Train online learning
– Course enablement + validation
– Purchasing licenses
– Downloading courseware
– Creating courses
– Virtual classroom (optional, for remote setting)
– Uploading roster
– FAQs
– Other valuable resources

Speakers

Mike Alber

Director, Community Engagement at Scaled Agile, Inc.

Garren Watkins

Product Manager at Scaled Agile, Inc.

SPC Welcome Webinar

SPC Welcome Webinar

Our next SPC Welcome Webinar is exclusively for new SPCs.

When:

March 6, 2024, 10:00 am – March 6, 2024, 11:00 am MST

Where:

Zoom

Who:

Consultant, Director, Program or Project Manager, Release Train Engineer, SAFe Program Consultant

Event Overview

We will review the many tools and resources available to ensure your success as a SAFe® trainer and coach.

– Ready to Train online learning
– Course enablement + validation
– Purchasing licenses
– Downloading courseware
– Creating courses
– Virtual classroom (optional, for remote setting)
– Uploading roster
– FAQs
– Other valuable resources

Speakers

Mike Alber

Director, Community Engagement at Scaled Agile, Inc.

Garren Watkins

Product Manager at Scaled Agile, Inc.