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  1. Assess
  2. Prepare
  3. Launch
  4. Accelerate
  5. Sustain and improve


Assumptions to agree on:

  • LPM is a full eco-system: forums, roles, best practices, guardrails, constant connection with value streams, RTEs, Business Owners, Epic Owner
  • Sponsorship of top management is essential: cascading decisions, agree set-up, ensure roles and responsibilities at LPM level
  • Decentralization of decision making based on guardrails, otherwise it's killing the LPM empowerment




Identify value streams and ARTs (workshop):

  • Systems thinking
  • People needed (#s and roles)
  • Create VS ID cards (name, description, trigger, value received for X,Y,Z).

Identify and communicate ideal attributes:

  • 50/120 people?
  • Stable teams
  • Independent from external ARTs/ groups

Identify tools

Experience: The bigger the ART is , the most likely is a full value stream but the more complex it becomes to organise.  

 Ideally, also on experience, we should start with one ART and focus on that launch.

Train Teams/ potential epic owners to request the epics in a specific way.

Portfolio integration: either go with a simple approach where all requests from port man are considered valid (aligned with strategy) OR align the value stream with the to be SAFe.

MVP

Portfolio team is aligned with the Epic template is defined.

Epics owners with specific support for its creation

Prio done and created (not necessarily based on WSJF )

StepsIdeal timeline before launch TopicJira epicsNotes

Assess

6 months

Need for change set 

  • Vision
  • Economic viewSAFe Awareness

N/A

Assess6 to 4 monthsCommunicate vision/ Engage teamsPlan created by Alix, cannot find vision nor economic view, to be discussedPrepare3 months

Connection with SAFe.  (tools and goal: lean/agility)

Establish and Agree on the Portfolio Flow



Initiatives vs epics


N/A

Agreed on the flow with :

LEMOS, Barbara  to see the complexity of adding a delivery state into the tool - no impact on Agility cycle. FYI MERTENS, Simon 

Prepare/


3 months

Agree on format for request.

Align on the selected value stream. (SAFe journey)

Value stream = full stream


Agree and schedule ceremonies

Agree on the KPIs. (SAFe journey)

Have the tools set

Trainings on LPM and how it connects to SAFe?

Epic cycle set (phase 1):

  •  Agree on format for request.
  •  Agree on strategic themes
  •  Have the tools chosen and set
  •  Define champions 
  •  Communicate and train 
  •  Enforce the epic cycle and requests



  •  Align on the selected value stream. (SAFe journey). Value stream = full stream
  •  Agree and schedule ceremonies
  •  Agree on the KPIs. (SAFe journey)
  •  Trainings on LPM and how it connects to SAFe?
Prepare3 months

Pick the first value stream. 

Define value stream mission, who are the people

Core team for the ART launch defined

Tools (JIRA, confluence, Design epic templates)

Design the ART

Teams compositions rethough

Agree on the KPIs.
(Goo ideas From Alix assessment):Improve and harmonize backlogs good practices: DoR, DoD, acceptance criterias

This is the right time time to define the training for the teams .

Prepare2 months

Skill training

Business owners identified

RTE, Architect, PM appointed

Create teams  

Set launch date

Set cadence


MERTENS, Simon  to confirm the epic template.



Prepare2 months

Program all Agree and schedule ceremonies

Train Agree on the planning event (role based)

Safe awareness sessions

 Safe 

This is the right time time to define any additional  training for the teams (POs, PMs, RTE etc).

Prepare 1 month

KPIs. (SAFe journey)

  •  Agree and schedule ceremonies
  •  Agree on the KPIs. (SAFe journey)

Ceremonies will feed into the PI planning and should be schedule around 1 month before the PI to discuss feedback and final prio.

LEMOS, Barbara Discussed with MERTENS, Simon on the cadence to be aligned with PI planning and it seems feasible. To agree on the PI planning cadence : at least 4 sprints of 2 weeks + 1 retribution week .

Backlog is prepared

PI planning event is prepared 

 e.g. Agenda, Rooms, channels for comm, Objectives are set, etc 

LaunchLaunch day

Launch day!

Agenda is set .



Accelerate

Better prioritization

Accelarate



Train Teams on WSJF

Ensure all teams understand the WSJF concepts and calculations. Provide training, examples, and make sure there is consistency in how job estimates and other inputs are derived.

 

 

Better KPIs






Establish Portfolio Flow

  • Funnel: Contains all the EPICs proposed that could be candidate one day to enter in a PI 
  • Reviewing: This column contains all the EPICs to give focus on.  Epic owner is assigned. Hypothesis statement & Acceptance criteria are defined.
  • Analyzing: This column contains all the EPICs being refined. A potential feature can be created at this stage that will be completed in next PI to assess the context and create a mutual agreement  stage.
  • Ready: This column will contain EPICs that are ready to be prioritized for next PIs.
  • Implementing: This column contains the EPICs that are already started (One of its child Features is In progress). This step should be automatized
  • Done:  This column contains the EPICs that are completed (All child Features are in Done - Accepted or Archived status). 

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