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Agilex www.agilex.com
Comparing Scaled Agile Approaches:
Scaled Agile Framework (SAFe) &
Disciplined Agile Delivery (DAD)
Rodney Bodamer - Agile Coach, SAFe SPC, CSP
Greg Pfister - VP Agile Practices, SAFe SPC, CSP
Presented by:
Agilex www.agilex.com
Assumptions– AgileFoundations
Agilex www.agilex.com
KeyCharacteristicsof AgileDelivery
Agile Principles and Values
Agile Manifesto Values &
Principles (DAD and SAFe)
Transparency, Program
Execution, Code Quality,
Alignment (SAFe)
Source: National Audit Office review of literature
Agilex www.agilex.com
Whatdo we meanbyscaling?
Agilex www.agilex.com
LargeScale AgileProgramTeams
4+ Service and Support Teams
ProductManagement
ReleaseManagement
DevOpsTeam
ArchitectureTeam
10+ Delivery Teams
Agilex www.agilex.com
ScaledAgile Framework(SAFe)“BigPicture”
Well defined and proven
knowledge base for implementing
agile practices at enterprise scale
Scales successfully to large
numbers of practitioners and
teams
Building off of Scrum, XP, and Lean
agile development approaches
Synchronizes alignment,
collaboration and delivery
Elaborated in books: Agile
Software Requirements (2011) and
Scaling Software Agility (2007)
®
“Big Picture” highlights the individual
roles, teams, activities and artifacts
necessary to scale agile from the team
to program to the enterprise level
Source: Scaledagileframework.com
Agilex www.agilex.com
ScaledAgile Framework(SAFe) – 3 Levels
7
Agilex www.agilex.com
Scale to thePortfolioLevel
Roles/Teams
• Enterprise
Architect
• Epic Owner
• Program Portfolio
Management
Events
• Strategic
Investment
Planning
• Kanban Portfolio
(Epic) Planning
Artifacts
• Investment
Themes
• Business and
Architecture
Epics
• Portfolio Backlog
• Portfolio Vision
• Metrics
Agilex www.agilex.com
Scale to theProgramLevel
Roles/Teams
• Product Management
• Release Management
• System Team
• DevOps
• Business Owners
• System Architect
• Release Train Engineer
• UX Architect
Events
• PSI/Release Planning
• System Demo
• Inspect & Adapt
Workshop
Artifacts
• Product Roadmap
• Vision
• Program Backlog
• Team Backlog
• NFRs
• Architecture Runway
• Business and
Architecture Features
• PSI Objectives
• Metrics
Agilex www.agilex.com
AgileTeam Level
Roles/Teams
• Agile Teams
• Product Owner
• Scrum/Agile
Master
Events
• Sprint Planning
• Backlog Grooming
• Daily Stand-up
• Sprint Demo
• Sprint
Retrospective
• HIP Sprints
Artifacts
• Team Backlog (incl.
NFRs)
• Team PSI Objective
• Sprint Goals
• Working Software
• Spikes
• Metrics
Agilex www.agilex.com
DisciplinedAgileDelivery(DAD)DeliveryProcess
“DAD is a goal-driven process framework
that is people-first, learning-oriented
hybrid agile approach to IT solution
delivery. It has a risk-value lifecycle,
goal-driven and scalable”
Hybrid, end-to-end agile delivery
lifecycle with tailoring strategies
Building off of Scrum, XP, and
Lean agile development
approaches and methods
Scalable, people first, learning
oriented, agile, goal-driven,
enterprise aware, risk and value
driven
Guidelines for governing
enterprise teams in an agile
manner
Elaborated in the book:
Disciplined Agile Delivery (2012
Source: Disciplined Agile Delivery, Ambler
Agilex www.agilex.com
DisciplinedAgileDelivery(DAD)“BigPicture”
Source: Disciplined Agile Delivery, Ambler
Agilex www.agilex.com
DADInception
• Form initial Teams
• Identify the vision for the
project and get approved
• Align with enterprise
direction
• Identify initial technical
strategy, requirements, and
release plan
• Set up work environment
• Secure funding
• Identify risks
i
INCEPTION
Goals for
Inception Phase
Source: Disciplined Agile Delivery, Ambler
Agilex www.agilex.com
DADConstruction
• Produce a potentially
consumable solution
• Address changing stakeholder
needs
• Move closer to deployable
release
• Maintain or improve upon
existing levels of quality
• Prove architecture early
Goals for
Construction Phase
CONSTRUCTION- ITERATIVE
c
Agilex www.agilex.com
DADConstruction
• Produce a potentially
consumable solution
• Address changing stakeholder
needs
• Move closer to deployable
release
• Maintain or improve upon
existing levels of quality
• Prove architecture early
Goals for
Construction Phase
CONSTRUCTION- INTEGRATED
c
Agilex www.agilex.com
DADTransition
• Ensure the solution is
production ready
• Ensure the stakeholders
are prepared to receive
the solution
• Deploy the solution into
production
TRANSITION
t
Goals for
Transition Phase
Agilex www.agilex.com
DADScalingFactorsandGovernance
DAD Scaling Factors DAD Governance Strategies
• Scaled IT projects are governed in
some way
• DAD supports different
governance types
• Scope and breadth of governance
adapts with work environment
• Leverage existing corporate assets
to address issues that optimize
performance
• Push decisions to local level
wherever possible
Team Size
Geographic Distribution
Organizational Distribution
Compliance
Domain Complexity
Technical Complexity
2
Co-located
Single Division
None
Straightforward
Straightforward
1000s
Global
Outsourcing
Life Critical
Very Complex
Very Complex
Copyright 2013 Scott Ambler + Associates
Agilex www.agilex.com
• Legislation
• Budget
• Policy
• Directives
• Architectural Standards
• Data Exchange Standards
• Hosting Strategies
• Security Standards
SAFe roles with software development lifecycle
documentation responsibilities
Program Portfolio Mgmt
• Quad Chart (MS 0)
• IPT Charter (MS 0)
• BRD (MS 0)
• Project Charter (MS 0)
• Acquisition Strategy (MS 0)
Product and Release
Management
• PMP (MS 1)
• Transition Plan (MS 1)
• Risk Register / Log (MS 1)
• Outcome Stmt (MS 1)
• Version Descrip Doc (MS 2)
• Deployment Plan (MS 2)
• Lessons Learned (MS 3)
Shared Resources
• Operational Accept Plan (MS 1)
• Accept Criteria Plan (MS 1)
• Reqs Specification Doc (MS 1)
• Sys Security Plan (MS 2)
• Production Ops Manual (MS 2)
• Security Guide (MS 2)
• 508 Certification (MS 2)
• ATO (MS 2)
• Privacy Impact Assess (MS 2)
• User Guide (MS 2)
• SLA (MS 2)
System Architect
• System Design Doc (MS 1)
System Team
• Test Evaluation (MS 2)
• Master Test Plan (MS 2)
SampleGovernmentDeliverablesandSAFeAlignments
Agilex www.agilex.com
Agilex www.agilex.com
Inceptioni
c ti
c Construction t Transition
c ti
Agilex www.agilex.com
Inceptioni c Construction t Transition
Identify, prioritize, select and fund projects
i
Agilex www.agilex.com
Inceptioni c Construction t Transition
i
i
INCEPTION
Agilex www.agilex.com
Inceptioni c Construction t Transition
i
i
INCEPTION
Agilex www.agilex.com
Inceptioni c Construction t Transition
i
INCEPTION
Agilex www.agilex.com
Inceptioni c Construction t Transition
i
INCEPTION
Agilex www.agilex.com
Inceptioni c Construction t Transition
i
INCEPTION
Agilex www.agilex.com
Inceptioni c Construction t Transition
CONSTRUCTION
c
Agilex www.agilex.com
Inceptioni c Construction t Transition
CONSTRUCTION
c
Agilex www.agilex.com
Inceptioni c Construction t Transition
CONSTRUCTION
c
Agilex www.agilex.com
Inceptioni c Construction t Transition
c
CONSTRUCTION
c
Agilex www.agilex.com
Inceptioni c Construction t Transition
CONSTRUCTION
c
Agilex www.agilex.com
Inceptioni c Construction t Transition
t
TRANSITION
t
Agilex www.agilex.com
Inception c Construction t Transition
TRANSITION
t
i
t
Agilex www.agilex.com
Inceptioni c Construction t Transition
t
TRANSITION
t
Agilex www.agilex.com
Inceptioni c Construction t Transition
t
TRANSITION
t
Agilex www.agilex.com
Inceptioni c Construction t Transition
TRANSITION
t
Agilex www.agilex.com
Inceptioni c Construction t Transition
t
TRANSITION
t
Agilex www.agilex.com
SAFe KeyTakeaways
SAFe “Pros”
Proven, well documented, and flexible
framework; lean underpinnings
People-centric view on agile delivery
with clear roles, artifacts, events
Holistic, 3-tier view of value stream
including Portfolio level
Strong Code Quality (Agile Engineering
and DevOps) focus
Established scaling framework in
marketplace
Constant refinement of SAFe knowledge
base
SAFe “Cons”
Prescriptive
Heavy weight
Certification-centric
Agilex www.agilex.com
DADKeyTakeaways
DAD “Pros”
Hybrid framework having foundation in
proven lean & agile approaches
Phases with milestones emphasize reality
of large-scale agile delivery lifecycle
Flexibility with strong emphasis on agile
adoption tailoring
Strong technical architecture / engineering
focus
Governance clarity for program / product
management
DAD “Cons”
Unknown marketplace adoption
Limited broad-based training certification
and knowledge-base refinement
Lack of prescriptiveness requiring agile
consultants
Agilex www.agilex.com
Agilex www.agilex.com
Questions
41Agilex www.agilex.com
Agilex www.agilex.com

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Agile DC 2013 - Comparing Scaled Agile Framework (SAFe) with Disciplined Agile Delivery (DAD)

  • 1. Agilex www.agilex.com Comparing Scaled Agile Approaches: Scaled Agile Framework (SAFe) & Disciplined Agile Delivery (DAD) Rodney Bodamer - Agile Coach, SAFe SPC, CSP Greg Pfister - VP Agile Practices, SAFe SPC, CSP Presented by:
  • 3. Agilex www.agilex.com KeyCharacteristicsof AgileDelivery Agile Principles and Values Agile Manifesto Values & Principles (DAD and SAFe) Transparency, Program Execution, Code Quality, Alignment (SAFe) Source: National Audit Office review of literature
  • 5. Agilex www.agilex.com LargeScale AgileProgramTeams 4+ Service and Support Teams ProductManagement ReleaseManagement DevOpsTeam ArchitectureTeam 10+ Delivery Teams
  • 6. Agilex www.agilex.com ScaledAgile Framework(SAFe)“BigPicture” Well defined and proven knowledge base for implementing agile practices at enterprise scale Scales successfully to large numbers of practitioners and teams Building off of Scrum, XP, and Lean agile development approaches Synchronizes alignment, collaboration and delivery Elaborated in books: Agile Software Requirements (2011) and Scaling Software Agility (2007) ® “Big Picture” highlights the individual roles, teams, activities and artifacts necessary to scale agile from the team to program to the enterprise level Source: Scaledagileframework.com
  • 8. Agilex www.agilex.com Scale to thePortfolioLevel Roles/Teams • Enterprise Architect • Epic Owner • Program Portfolio Management Events • Strategic Investment Planning • Kanban Portfolio (Epic) Planning Artifacts • Investment Themes • Business and Architecture Epics • Portfolio Backlog • Portfolio Vision • Metrics
  • 9. Agilex www.agilex.com Scale to theProgramLevel Roles/Teams • Product Management • Release Management • System Team • DevOps • Business Owners • System Architect • Release Train Engineer • UX Architect Events • PSI/Release Planning • System Demo • Inspect & Adapt Workshop Artifacts • Product Roadmap • Vision • Program Backlog • Team Backlog • NFRs • Architecture Runway • Business and Architecture Features • PSI Objectives • Metrics
  • 10. Agilex www.agilex.com AgileTeam Level Roles/Teams • Agile Teams • Product Owner • Scrum/Agile Master Events • Sprint Planning • Backlog Grooming • Daily Stand-up • Sprint Demo • Sprint Retrospective • HIP Sprints Artifacts • Team Backlog (incl. NFRs) • Team PSI Objective • Sprint Goals • Working Software • Spikes • Metrics
  • 11. Agilex www.agilex.com DisciplinedAgileDelivery(DAD)DeliveryProcess “DAD is a goal-driven process framework that is people-first, learning-oriented hybrid agile approach to IT solution delivery. It has a risk-value lifecycle, goal-driven and scalable” Hybrid, end-to-end agile delivery lifecycle with tailoring strategies Building off of Scrum, XP, and Lean agile development approaches and methods Scalable, people first, learning oriented, agile, goal-driven, enterprise aware, risk and value driven Guidelines for governing enterprise teams in an agile manner Elaborated in the book: Disciplined Agile Delivery (2012 Source: Disciplined Agile Delivery, Ambler
  • 13. Agilex www.agilex.com DADInception • Form initial Teams • Identify the vision for the project and get approved • Align with enterprise direction • Identify initial technical strategy, requirements, and release plan • Set up work environment • Secure funding • Identify risks i INCEPTION Goals for Inception Phase Source: Disciplined Agile Delivery, Ambler
  • 14. Agilex www.agilex.com DADConstruction • Produce a potentially consumable solution • Address changing stakeholder needs • Move closer to deployable release • Maintain or improve upon existing levels of quality • Prove architecture early Goals for Construction Phase CONSTRUCTION- ITERATIVE c
  • 15. Agilex www.agilex.com DADConstruction • Produce a potentially consumable solution • Address changing stakeholder needs • Move closer to deployable release • Maintain or improve upon existing levels of quality • Prove architecture early Goals for Construction Phase CONSTRUCTION- INTEGRATED c
  • 16. Agilex www.agilex.com DADTransition • Ensure the solution is production ready • Ensure the stakeholders are prepared to receive the solution • Deploy the solution into production TRANSITION t Goals for Transition Phase
  • 17. Agilex www.agilex.com DADScalingFactorsandGovernance DAD Scaling Factors DAD Governance Strategies • Scaled IT projects are governed in some way • DAD supports different governance types • Scope and breadth of governance adapts with work environment • Leverage existing corporate assets to address issues that optimize performance • Push decisions to local level wherever possible Team Size Geographic Distribution Organizational Distribution Compliance Domain Complexity Technical Complexity 2 Co-located Single Division None Straightforward Straightforward 1000s Global Outsourcing Life Critical Very Complex Very Complex Copyright 2013 Scott Ambler + Associates
  • 18. Agilex www.agilex.com • Legislation • Budget • Policy • Directives • Architectural Standards • Data Exchange Standards • Hosting Strategies • Security Standards SAFe roles with software development lifecycle documentation responsibilities Program Portfolio Mgmt • Quad Chart (MS 0) • IPT Charter (MS 0) • BRD (MS 0) • Project Charter (MS 0) • Acquisition Strategy (MS 0) Product and Release Management • PMP (MS 1) • Transition Plan (MS 1) • Risk Register / Log (MS 1) • Outcome Stmt (MS 1) • Version Descrip Doc (MS 2) • Deployment Plan (MS 2) • Lessons Learned (MS 3) Shared Resources • Operational Accept Plan (MS 1) • Accept Criteria Plan (MS 1) • Reqs Specification Doc (MS 1) • Sys Security Plan (MS 2) • Production Ops Manual (MS 2) • Security Guide (MS 2) • 508 Certification (MS 2) • ATO (MS 2) • Privacy Impact Assess (MS 2) • User Guide (MS 2) • SLA (MS 2) System Architect • System Design Doc (MS 1) System Team • Test Evaluation (MS 2) • Master Test Plan (MS 2) SampleGovernmentDeliverablesandSAFeAlignments
  • 20. Agilex www.agilex.com Inceptioni c ti c Construction t Transition c ti
  • 21. Agilex www.agilex.com Inceptioni c Construction t Transition Identify, prioritize, select and fund projects i
  • 22. Agilex www.agilex.com Inceptioni c Construction t Transition i i INCEPTION
  • 23. Agilex www.agilex.com Inceptioni c Construction t Transition i i INCEPTION
  • 24. Agilex www.agilex.com Inceptioni c Construction t Transition i INCEPTION
  • 25. Agilex www.agilex.com Inceptioni c Construction t Transition i INCEPTION
  • 26. Agilex www.agilex.com Inceptioni c Construction t Transition i INCEPTION
  • 27. Agilex www.agilex.com Inceptioni c Construction t Transition CONSTRUCTION c
  • 28. Agilex www.agilex.com Inceptioni c Construction t Transition CONSTRUCTION c
  • 29. Agilex www.agilex.com Inceptioni c Construction t Transition CONSTRUCTION c
  • 30. Agilex www.agilex.com Inceptioni c Construction t Transition c CONSTRUCTION c
  • 31. Agilex www.agilex.com Inceptioni c Construction t Transition CONSTRUCTION c
  • 32. Agilex www.agilex.com Inceptioni c Construction t Transition t TRANSITION t
  • 33. Agilex www.agilex.com Inception c Construction t Transition TRANSITION t i t
  • 34. Agilex www.agilex.com Inceptioni c Construction t Transition t TRANSITION t
  • 35. Agilex www.agilex.com Inceptioni c Construction t Transition t TRANSITION t
  • 36. Agilex www.agilex.com Inceptioni c Construction t Transition TRANSITION t
  • 37. Agilex www.agilex.com Inceptioni c Construction t Transition t TRANSITION t
  • 38. Agilex www.agilex.com SAFe KeyTakeaways SAFe “Pros” Proven, well documented, and flexible framework; lean underpinnings People-centric view on agile delivery with clear roles, artifacts, events Holistic, 3-tier view of value stream including Portfolio level Strong Code Quality (Agile Engineering and DevOps) focus Established scaling framework in marketplace Constant refinement of SAFe knowledge base SAFe “Cons” Prescriptive Heavy weight Certification-centric
  • 39. Agilex www.agilex.com DADKeyTakeaways DAD “Pros” Hybrid framework having foundation in proven lean & agile approaches Phases with milestones emphasize reality of large-scale agile delivery lifecycle Flexibility with strong emphasis on agile adoption tailoring Strong technical architecture / engineering focus Governance clarity for program / product management DAD “Cons” Unknown marketplace adoption Limited broad-based training certification and knowledge-base refinement Lack of prescriptiveness requiring agile consultants