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Creating Effective SAFe Artifacts: Templates and examples.

 


Creating effective SAFe artifacts is crucial for aligning teams, tracking progress, and ensuring successful implementation of the Scaled Agile Framework (SAFe). Below are key SAFe artifacts with descriptions, templates, and examples to help guide the process:

1. PI Planning Agenda

Template:

markdown
# PI Planning Agenda

## Day 1
1. **Welcome and Business Context** (30 min)
   - Executive Presentation
2. **Product/Solution Vision** (30 min)
   - Product Manager
3. **Team Breakout Session 1** (2 hours)
   - Draft plans, identify dependencies
4. **Management Review and Problem-Solving** (1 hour)
   - Leadership meeting

## Day 2
1. **Planning Adjustments** (1 hour)
   - Address feedback
2. **Team Breakout Session 2** (2 hours)
   - Finalize plans
3. **Final Plan Review** (2 hours)
   - Team presentations
4. **Program Risks and Confidence Vote** (1 hour)
   - ROAM exercise, confidence vote
5. **PI Objectives and Wrap-Up** (30 min)
   - Final PI objectives presentation

Example:

markdown
# PI Planning Agenda - Q3 2024

## Day 1
1. **Welcome and Business Context** (9:00 AM - 9:30 AM)
   - CEO John Smith
2. **Product/Solution Vision** (9:30 AM - 10:00 AM)
   - Product Manager Jane Doe
3. **Team Breakout Session 1** (10:00 AM - 12:00 PM)
   - Draft plans, identify dependencies
4. **Lunch Break** (12:00 PM - 1:00 PM)
5. **Management Review and Problem-Solving** (1:00 PM - 2:00 PM)
   - Leadership meeting

## Day 2
1. **Planning Adjustments** (9:00 AM - 10:00 AM)
   - Address feedback
2. **Team Breakout Session 2** (10:00 AM - 12:00 PM)
   - Finalize plans
3. **Final Plan Review** (12:00 PM - 2:00 PM)
   - Team presentations
4. **Program Risks and Confidence Vote** (2:00 PM - 3:00 PM)
   - ROAM exercise, confidence vote
5. **PI Objectives and Wrap-Up** (3:00 PM - 3:30 PM)
   - Final PI objectives presentation

2. Program Board

Template:

markdown
# Program Board

| Sprint | Team 1 | Team 2 | Team 3 | Dependencies |
|--------|--------|--------|--------|--------------|
| 1      |        |        |        |              |
| 2      |        |        |        |              |
| 3      |        |        |        |              |
| 4      |        |        |        |              |
| 5      |        |        |        |              |
| 6      |        |        |        |              |

Example:

markdown
# Program Board - Q3 2024

| Sprint | Team Alpha         | Team Bravo         | Team Charlie      | Dependencies                 |
|--------|--------------------|--------------------|-------------------|------------------------------|
| 1      | Feature A, Task 1  | Feature B, Task 1  | Feature C, Task 1 | Alpha → Bravo (API integration) |
| 2      | Feature A, Task 2  | Feature B, Task 2  | Feature C, Task 2 | Bravo → Charlie (UX design)    |
| 3      | Feature A, Task 3  | Feature B, Task 3  | Feature C, Task 3 |                              |
| 4      | Feature A, Task 4  | Feature B, Task 4  | Feature C, Task 4 |                              |
| 5      | Feature A, Task 5  | Feature B, Task 5  | Feature C, Task 5 |                              |
| 6      | Feature A, Task 6  | Feature B, Task 6  | Feature C, Task 6 |                              |

3. PI Objectives

Template:

markdown
# PI Objectives

| Team       | Objective                 | Business Value | Notes                  |
|------------|---------------------------|----------------|------------------------|
| Team 1     | Improve user login speed  | 8              | Expected improvement by 50% |
| Team 2     | Enhance reporting module  | 7              | New features for Q3       |
| Team 3     | Integrate payment gateway | 9              | Support for new payment methods |

Example:

markdown
# PI Objectives - Q3 2024

| Team       | Objective                         | Business Value | Notes                           |
|------------|-----------------------------------|----------------|---------------------------------|
| Team Alpha | Improve user login speed          | 8              | Expected improvement by 50%     |
| Team Bravo | Enhance reporting module          | 7              | New features for Q3             |
| Team Charlie | Integrate new payment gateway    | 9              | Support for new payment methods |

4. Iteration Plan

Template:

markdown
# Iteration Plan

| Sprint | User Stories                   | Story Points | Assigned To | Status   |
|--------|--------------------------------|--------------|-------------|----------|
| 1      | User can reset password        | 5            | Team Alpha  | To Do    |
| 2      | Admin can view reports         | 8            | Team Bravo  | In Progress |
| 3      | Integrate with payment system  | 13           | Team Charlie| Done     |

Example:

markdown
# Iteration Plan - Sprint 1

| Sprint | User Stories                   | Story Points | Assigned To | Status   |
|--------|--------------------------------|--------------|-------------|----------|
| 1      | User can reset password        | 5            | Team Alpha  | To Do    |
| 1      | Admin can export reports       | 8            | Team Bravo  | In Progress |
| 1      | Update payment gateway API     | 13           | Team Charlie| Done     |

5. Inspect & Adapt Workshop Agenda

Template:

markdown
# Inspect & Adapt Workshop Agenda

1. **Review PI Objectives** (30 min)
   - Assess if objectives were met
2. **Quantitative Measurement** (30 min)
   - Analyze metrics (e.g., velocity, defect rate)
3. **Qualitative Review** (30 min)
   - Team feedback, retrospective insights
4. **Problem-Solving Workshop** (60 min)
   - Identify root causes of issues
   - Develop improvement plans
5. **Action Plan and Next Steps** (30 min)
   - Define actionable items
   - Assign responsibilities

Example:

markdown
# Inspect & Adapt Workshop Agenda - Q3 2024

1. **Review PI Objectives** (9:00 AM - 9:30 AM)
   - Assess if objectives were met
2. **Quantitative Measurement** (9:30 AM - 10:00 AM)
   - Analyze metrics (e.g., velocity, defect rate)
3. **Qualitative Review** (10:00 AM - 10:30 AM)
   - Team feedback, retrospective insights
4. **Break** (10:30 AM - 10:45 AM)
5. **Problem-Solving Workshop** (10:45 AM - 11:45 AM)
   - Identify root causes of issues
   - Develop improvement plans
6. **Action Plan and Next Steps** (11:45 AM - 12:15 PM)
   - Define actionable items
   - Assign responsibilities

6. Program Kanban

Template:

markdown
# Program Kanban

| Backlog       | Analysis        | Implementation  | Validation     | Done         |
|---------------|-----------------|-----------------|----------------|--------------|
| Feature X     | Feature Y       | Feature Z       |                | Feature A    |
| Feature B     |                 |                 |                | Feature C    |

Example:

markdown
# Program Kanban - Q3 2024

| Backlog       | Analysis        | Implementation  | Validation     | Done         |
|---------------|-----------------|-----------------|----------------|--------------|
| New Login Flow| Report Enhancements | Payment Integration |                | User Registration |
| Mobile UI     |                 |                 |                | Admin Dashboard |

Conclusion

These templates and examples provide a starting point for creating effective SAFe artifacts. Tailoring them to fit the specific context and needs of your organization can enhance clarity, alignment, and efficiency, ensuring a smoother SAFe implementation and better outcomes for your agile teams.

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