Scaled Agile Framework (SAFe) Awareness Training

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This Slideshare presentation is a partial preview of the full business document. To view and download the full document, please go here https://flevy.com/browse/business-document/scaled-agile-framework-safe-awareness-training-3686 DOCUMENT DESCRIPTION The Scaled Agile Framework (SAFe) is a knowledge base of organization and workflow patterns intended to guide enterprises in scaling Lean and Agile practices. Along with Large-scale Scrum (LeSS), Disciplined Agile Delivery (DAD), and Nexus, SAFe is another methodology for addressing issues that arise due to scaling beyond single and small numbers of teams. The SAFe approach can scale to large enterprises with teams of several thousand. SAFe promotes alignment, collaboration, and delivery across large numbers of Agile teams. It was developed by and for practitioners, by leveraging 3 schools of thought: 1. Agile Software Development 2. Lean Product Development 3. Systems Thinking This presentation provides an in-depth overview to the SAFe methodology. It explains each of the 4 levels in the framework: 1. Portfolio Level 2. Value Stream Level 3. Program Level 4. Team Level

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Business Framework Scaled Agile Framework SAFe Awareness Training Find our other business frameworks at http://flevy.com/author/LearnPPT PROGRAM TEAM PORTFOLIO VALUE STREAM Enterprise Strategic Themes Program Portfolio Mgmt Kanban Backlog Capex Opex DevOps Sys Team Release Mgmt Shared Services User Experience Visio n Roadma p Metric s Epics RTE System Arch/Eng Product Mgmt Backlog Kanban Mileston es Release s Coordinatio n Enable r Enable r Epic Epic Customer Release Any Time Lean Agile Leaders Communities of Practice Product Owner Scrum Master SW FW HW Provided by Scaled Agile Inc. Kanban Business Owners PI objectives Architectural Runway Built-in Quality Develop on Cadence Iterations Backlog Backlog PI objectives PI objectives Program Increment ▬▬ ▬▬ ▬▬ ▬▬ Epic Owners Enterprise Architect Scrum XP Agile Team 3 Enablers Exploration Architecture Infrastructure I P I P Program Increment Budgets Value Streams PI Planning PI Planning PI Planning Enable r Featur e Featur e Featur e Enable r Featur e System Demos Stories Goals AGILE RELEASE TRAIN Capabilit y Enabler Capabilit y AGILE RELEASE TRAIN AGILE RELEASE TRAIN SUPPLIER Solutio n Solution Context P re P o st P re P o st PI objectives Solution demo Backlog Kanban Epics VSE Solution Arch/Eng Product Mgmt Economic framework Varia ble Fixed MBSE Set Based Agile Archite cture I P I P I A I A I A I A Lean-Agile Mindset SAFe Principles Implementing 1-2-3 Core Values

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 4 This framework explains the Scaled Agile Framework SAFe a methodology for addressing issues that arise due to scaling beyond small numbers of teams Presentation Overview The Scaled Agile Framework SAFe is a knowledge base of organization and workflow patterns intended to guide enterprises in scaling Lean and Agile practices. Along with Large-scale Scrum LeSS Disciplined Agile Delivery DAD and Nexus SAFe is another methodology for addressing issues that arise due to scaling beyond single and small numbers of teams. SAFe promotes alignment collaboration and delivery across large numbers of Agile teams. It was developed by and for practitioners by leveraging 3 schools of thought: This presentation provides an in-depth overview to the SAFe methodology. It explains each of the 4 levels in the framework: Portfolio Level Value Stream Level Additional topics discussed include Agile Release Trains ART Program Increment PI Planning House of Lean Agile Manifesto SAFe Leadership SAFe Implementation among other topics. This deck also includes numerous slide templates for you to use in your own business presentations. All diagrams are built using PowerPoint AutoShapes so they can be easily modified and customized for your needs. 1 The SAFe approach can scale to large enterprises with teams of several thousand. 2 Agile Software Development Lean Product Development 3 Systems Thinking Program Level Team Level This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 7 First let’s look at the 3-level view—the 3 levels are Portfolio Program and Team Big Picture – 3-level View Source: SAFe 4.0 Introduction Scaled Agile 2016 PROGRAM TEAM PORTFOLIO Enterprise Strategic Themes Program Portfolio Mgmt Kanban Backlog Capex Opex DevOps Sys Team Release Mgmt Shared Services User Experience Vision Roadmap Metrics Epics RTE System Arch/Eng Product Mgmt Backlog Kanban Milestones Releases Coordination Enabler Enabler Epic Epic Customer Release Any Time Lean Agile Leaders Communities of Practice Product Owner Scrum Master SW FW HW Provided by Scaled Agile Inc. Kanban Business Owners PI objectives Architectural Runway Built-in Quality Develop on Cadence Iterations Backlog Backlog PI objectives PI objectives Program Increment ▬▬ ▬▬ ▬▬ ▬▬ Epic Owners Enterprise Architect AGILE RELEASE TRAIN Scrum XP Agile Team 3 Enablers Exploration Architecture Infrastructure I P I P I P I P Solution Program Increment Budgets Value Streams PI Planning PI Planning PI Planning Enabler Feature Feature Feature Enabler Feature System Demos Stories Goals IA IA Lean-Agile Mindset SAFe Principles Implementing 1-2-3 Core Values This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 10 The Value Stream and Portfolio levels sit above—in addition there is a Foundation layer which supports the entire organization SAFe Organizational Levels 2 of 2 By successfully implementing SAFe within our organization we can expect a 20-50 increase in productivity. Portfolio Level Value Stream Level This level organizes and funds a set of Value Streams. The Value Streams realize a set of solutions which enable our organization to achieve our strategic mission. This level provides solution development finding through Lean-Agile budgeting any requisite governance and coordination of larger development initiatives which affect multiple Affect Streams. This optional level which only exists for the 4-level version supports the development of large and complex solutions. These are solutions that require multiple synchronized ARTs in addition to stronger focus on solution intent and solution context. Suppliers and additional stakeholders contribute to the Value Stream level. The ARTs are informed of the Value Stream objectives and mission by Pre- and Post-Program Increment PI Planning. Foundation Layer The Foundational layer contains additional elements that support development: – Lean-Agile Leaders – Core Values – Lean-Agile Mindset – Practice Communities – Principles This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 13 Our first Core Value centers around attaining global alignment SAFe Core Values – Alignment These Core Values must be integrated into our Corporate Culture—this requires the active support of Lean-Agile Leadership. Alignment Global alignment delivers more value than localized optimization and goals. This implies… – Individuals value the team’s iteration goals above their personal responsibilities and tasks. – Teams on ARTs value the achievement of the vision and program objectives over their team objectives. – ARTs value the achievement of Value Stream objectives over ART objectives. – Value Stream most highly value their ability to contribute to portfolio business outcomes. Note that management is responsible for establishing our mission. However they should do so with minimum possible constraints. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 16 Lastly SAFe stresses the importance of transparency—there should be complete and easy sharing of information across all levels SAFe Core Values – Transparency These Core Values must be integrated into our Corporate Culture—this requires the active support of Lean-Agile Leadership. Transparency Transparency is the sharing of progress and facts openly across all levels. Transparency is a key enabler to trust which in turn enables fast decentralized decision making—and at higher levels of employee empowerment and engagement. Lean-Agile leaders foster transparency and trust by developing an environment and culture of openness. They communicate the message: “the facts are always friendly.” The larger scale the solution the more difficult development as there are more and more moving pieces that can go wrong. This makes transparency all the more critical. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 19 First the House of Lean is a framework that captures the essence of Lean Thinking House of Lean – Values Respect for People Culture Flow Innovation and Relentless Improvement act as pillars that support Value. The House of Lean is a symbolic metaphor that captures various fundamental concepts of Lean Thinking. Respect for People and Culture Value Our goal is always to deliver the maximum value and quality to the customer in the shortest sustainable lead time. Additional benefits to this include high employee morale physical intellectual and emotional safety and customer delight. Management challenges people to improve. The teams will learn reflection and problem-solving skills and make the appropriate improvements. Leaders also try to evolve culture in alignment with the new value system and principles. Flow Establish a continuous flow of work as this is critical to fast value delivery. The emphasis is on avoiding the start-stop delays of project-based work. Furthermore high value is placed on work visibility long-lived teams continuous knowledge acquisition and sharing and decentralized decision making. Relentless Improvement Innovation Product and process will both stagnate without innovation. Innovation is the result of the right environment including dedicated time for innovation. – One such element is SAFe’s Innovation and Planning iteration which is a free-form iteration that provides time and intellectual freedom necessary for innovation. Our organization improves continuous relentless improvement and reflection. We are a learning organization that aggressively pursues improvement opportunities and responds quickly to both challenges and opportunities. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 22 Following these principles ensures we are moving continuously towards our goal defined in the House of Lean… SAFe Lean-Agile Principles – Details 1 of 3 In order for us to actually deliver the best value and quality in the sustainably shortest lead time we need to have a fundamental understanding of the economics of the system builder’s mission. Lean system builders seek to ensure daily decisions are made in the proper economic context. We must create the Value Stream Economic framework which defines trade-offs among risk cost of delay operational and development costs and decentralized decision making. W. Edwards Deming is regarded as one of the world’s foremost systems thinkers. He constantly focused on the big picture view of problems and challenges faced by people building and deploying systems of all types e.g. manufacturing systems social systems management systems government systems. Problems encountered in the workplace are the result of a series of complex interactions that occurred within the systems the workers used to do their work. Systems thinking must be applied to the organization that builds the system in addition to the system under development and how that’s system operates in its end user environment. In traditional design and lifecycle practices we pick single requirements and design option early in the development process. However if the starting point is wrong then all future adjustments are negatively impacted and will likely lead to suboptimal long-term design. With Lean thinking systems developers maintain several requirements and design options for a longer period in the development cycle. Empirical data is then used to narrow focus which results in a design that leads to better economic outcomes. With Lean thinking solutions are developing via a incrementally via a series of short iterations. Each iteration builds upon the previous one. This iterative incremental approach provides many benefits e.g. fast customer feedback risk mitigation and market testing/validation. Additionally fast customer feedback allows us to pivot where necessary to pursue a different course of action. 1 Adopt an Economic View. 2 3 4 Apply Systems Thinking. Assume Variability and Preserve Options. Build Incrementally with Fast Integrated Learning Cycles. Stop starting—start finishing The system you have now is perfectly designed to produce your current outcomes. Just enough—Just-in- Time JIT. Minimum Viable Releases MVR—minimum marketable features. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 25 Contents Templates SAFe Leadership and Implementation Overview SAFe Core Values The Lean-Agile Mindset Program and Team Level Value Stream Level Portfolio Level This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 28 Each Agile team is comprised of up to 9 contributors—these teams can deliver software and/or hardware Program and Team Level – Agile Teams The ART supporting roles ensure that teams are fully able to define develop test and deliver working solutions at every iteration. Each Agile team contains 5-9 individual contributors spanning all the roles needed to build a quality increment of value for an iteration. The teams can deliver software hardware and any combination. Team roles include: Agile Teams are supported by other key stakeholders including: Release Train Engineer RTE Product Management System Architect Engineering Business Owners Customer System Team DevOps Shared Services The Product Owner owns the team backlog acts as the customer or developer questions sets the work priorities and works with Product Management to plan PIs and to deliver the large scope of value. The Scrum Master facilitates team meetings drives Agile behavior removes barriers manages input demands attends Scrum of Scrum meetings and helps build a high- performing self-managing team. Scrum Master Product Owner Developers testers and various specialists create and refine user stories and acceptance criteria. They define build test and deliver these stories. Development Team This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 31 After the PI planning comes the PI execution—this consists of a series of programs and team events as depicted below Program and Team Level – PI Execution Team events form the inner loop and are repeated once per iteration. After planning there are a series of program and teams events used to create a closed-loop system. The RTE facilitates Scrum of Scrum meetings at least weekly. These meetings coordinate dependencies and highlight both progress and barriers. Product Managers PMs and Product Owners POs meet in the “PO sync” to gain visibility into how well the ART is progressing toward meeting the program PI objectives. Some ARTs combine the Scrum of Scrums and PO sync into one “ART sync” meeting. Release Management meetings provide governance for upcoming releases. The system Demo takes place at the end of every iteration. It provides an integrated holistic view of the new features that have been delivered by all the teams in the ART. The final meeting is the Inspect and Adapt IA workshop. IA PI Planning Prepare for PI Planning I P Inspect Adapt PI Planning Scrum of Scrums PO Sync Iteration Planning Daily Stand-up Backlog Refinement Iteration Retro Team Demo ART Sync Release Management Meetings System Demo Program events Team events This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 34 Above the Program level we have the Value Stream level—this level is only utilized by enterprises facing the largest most complex systems challenges Value Stream Level – Overview The Value Stream level is optional in SAFe where its usage is dependent on the size and complexity of the organization. Sitting between the Program Team level and Portfolio level is the Value Stream level. This level is for larger enterprises that face the largest systems challenges. Value Stream should be used by enterprises building large-scale multi-disciplinary software and cyber-physical and high-assurance systems. The Economic Framework provides the financial rules for Value Stream decision making. The Solution Intent communicates the current state and future state of the system. Solution Context provides information on how the solution fits within the deployment environment. Capabilities capture the larger behaviors of the solution. The Value Stream Kanban is leveraged to develop and manage the Capabilities. Suppliers add value and are integral to the Value Stream. Value Streams enable cadence and synchronization of multiple ARTs and Suppliers via pre- and post-PI planning meetings solution demos and various workshops. 1 2 3 4 5 6 VALUE STREAM DevOps Sys Team Release Mgmt Shared Services User Experience Vision Roadmap Metrics Milestones Releases Customer Capability Enabler Capability AGILE RELEASE TRAIN AGILE RELEASE TRAIN SUPPLIER Solution Solution Context Pre Post Pre Post PI objectives Solution demo Backlog Kanban Epics VSE Solution Arch/Eng Product Mgmt Economic framework Variable Fixed MBSE Set Based Agile Architecture 1 3 4 5 6 2 There are 6 key elements that comprise the SAFe Value Stream. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 37 Contents Templates SAFe Leadership and Implementation Overview SAFe Core Values The Lean-Agile Mindset Program and Team Level Value Stream Level Portfolio Level This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 40 At the Portfolio level managing CapEx and OpEx becomes important— the SAFe approach uses Lean-Agile Budgeting practices Portfolio Level – Lean-Agile Budgeting Note that in large organizations Portfolio-level Value Streams do not abide by organizational or geographic boundaries. The conventional project-based work and funding model has many disadvantages. It forestalls agility flow and knowledge acquisition. Instead the SAFe approach adopts Lean-Agile Budgeting. The Lean-Agile approach to Budgeting follows these core principles Funding Value Streams not projects. Approving epic-level initiatives vs. funding projects Empowering Value Stream content authority. Providing objective evidence of fitness for purpose. Exercising fiscal governance with dynamic budgeting. The Lean-Agile approach maintains the appropriate fiduciary controls as traditional project cost accounting but without the operational friction and overhead. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 43 As alluded to earlier successful implementation of the SAFe methodology requires true Leadership support and adoption 6 Principles of SAFe Leadership – Overview Leaders must go a step beyond become well trained in these Lean-Agile principles—but become trainers of these principles and values. For the successful adoption of Lean-Agile values managers must become leaders who are trained in these learner ways of thinking and operating. Namely there are 6 Leadership principles to follow. SAFe Leadership Urgency for Change Lifelong Learning People Development Inspirational Mission and Vision Decentralized Decision Making Motivation of Knowledge Workers 1 2 3 4 5 6 This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 46 The final phase involves training teams and launching ARTs which are organized around our key Value Streams SAFe Implementation – Details People with SPC are trained to effectively prepare the organization programs teams and individuals for success during the SAFe implementation. Train Lean-Agile Change Agents Train Executives Managers and Leaders Train Teams and Launch ARTs 1 2 3 Scaled Agile Inc. SAI provides a course to rain these people called Implementing SAFe 4.0 which also has SAFe Program Consultant SPC Certification. Our first step is to train implementers and Lean-Agile Change agents. To do this must leverage internal and external Change agents leaders mentors and coaches. These people need to be skilled in teaching and delivering SAFe. SAI provides a Leading SAFe with SA Certification course designed for executives managers and leaders. It is critical for leaders to be trained so they can understand how and why things work under the SAFe methodology. Leaders also help their teams and the broader organization succeed by exhibiting the new Lean-Agile values and behaviors. SAI provides an Agile Release Train Quickstart 1-week training program. This program organizes 50-125 team members into Agile teams training them concurrently in the principles of Lean Agile and SAFe. ART is the primary value delivery mechanism in the organization. However launching ART particularly for an organization new to SAFe is not an easy feat to achieve. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 49 Insert headline 4-level SAFe Diagram Source: SAFe 4.0 Introduction Scaled Agile 2016 PROGRAM TEAM PORTFOLIO VALUE STREAM Enterprise Strategic Themes Program Portfolio Mgmt Kanban Backlog Capex Opex DevOps Sys Team Release Mgmt Shared Services User Experience Vision Roadmap Metrics Epics RTE System Arch/Eng Product Mgmt Backlog Kanban Milestones Releases Coordination Enabler Enabler Epic Epic Customer Release Any Time Lean Agile Leaders Communities of Practice Product Owner Scrum Master SW FW HW Provided by Scaled Agile Inc. Kanban Business Owners PI objectives Architectural Runway Built-in Quality Develop on Cadence Iterations Backlog Backlog PI objectives PI objectives Program Increment ▬▬ ▬▬ ▬▬ ▬▬ Epic Owners Enterprise Architect Scrum XP Agile Team 3 Enablers Exploration Architecture Infrastructure I P I P Program Increment Budgets Value Streams PI Planning PI Planning PI Planning Enabler Feature Feature Feature Enabler Feature System Demos Stories Goals AGILE RELEASE TRAIN Capability Enabler Capability AGILE RELEASE TRAIN AGILE RELEASE TRAIN SUPPLIER Solution Solution Context Pre Post Pre Post PI objectives Solution demo Backlog Kanban Epics VSE Solution Arch/Eng Product Mgmt Economic framework Variable Fixed MBSE Set Based Agile Architecture I P I P IA IA IA IA Lean-Agile Mindset SAFe Principles Implementing 1-2-3 Core Values This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 52 Insert headline SAFe Core Values – TEMPLATE ALTERNATE Insert bumper. Alignment Built-in Quality Program Execution Transparency 1 2 4 3 Insert filler text filler text filler text filler text. Insert filler text filler text filler text filler text. Insert filler text filler text filler text filler text. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 55 Insert headline SAFe Lean-Agile Principles – TEMPLATE Insert bumper. 1 Adopt an Economic View. 2 Apply Systems Thinking. 3 Assume Variability and Preserve Options. 4 Build Incrementally with Fast Integrated Learning Cycles. 5 Base Milestones on Objective Evaluation of Working Systems. 6 Visualize and Limit WIP Reduce Batches Sizes and Manage Queue Lengths. 7 Apply Cadence and Synchronize with Cross-domain Planning. 8 Unlock the Intrinsic Motivation of Knowledge Workers. 9 Decentralize Decision Making. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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Find our other business frameworks on Flevy: http://flevy.com/author/LearnPPT 58 Insert headline 6 Principles of SAFe Leadership – TEMPLATE ALTERNATE Insert bumper. Urgency for Change Lifelong Learning People Development Inspirational Mission and Vision Decentralized Decision Making Motivation of Knowledge Workers 1 2 3 4 5 6 SAFe Leadership This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/scaled-agile-framework-safe-awareness-training-3686

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