ROADMAP-NAV-ICON-06-create-imp-plan

The more detailed we made our plans, the longer our cycle times became.

—Don Reinertsen


This article is part of the SAFe® Implementation Roadmap series which outlines and discusses the primary ‘critical moves’ that are common to successful SAFe transformations. To view the Roadmap and find links to the entire set of supporting articles, click here.


Create the Implementation Plan

In the previous five articles in this series, we described the first five steps of the SAFe Implementation Roadmap:

In this article, we discuss the next ‘critical move’: Create the Implementation Plan. It’s a big deal to implement organizational change of this magnitude, and some strategizing and planning helps. But Reinertsen’s quote reminds us to not to overthink the problem, as he notes “The more detailed we made our plans, the longer our cycle times became.” It’s far better to plan a bit, execute a bit, and learn a bit. Then repeat. In other words, we need to take an Agile, incremental approach to implementation—just as we do with solution development.

We’ll do that by picking one value stream, and one ART, to serve as the vehicles for our journey.

Details

In the last article, Identify Value Streams and ARTs, we described a process typically executed in one or more workshops, where the key enterprise development stakeholders gather to identify the flow of value through the organization. By ‘stakeholders,’ we mean SAFe Program Consultants (SPCs), members of the LACE, newly trained Lean-Agile Leaders and other essential team members. Applying their new training, the Lean-Agile Mindset and Principles, and the flow-based organizational tools of Value Streams and Agile Release Trains, they start to identify strategies for implementing this new way of working. Which brings us to the next step, Creating the Implementation Plan. This is where the rubber meets the road in a SAFe implementation.

Because up until now, it’s been all talk. The next move, however, precipitates real and tangible changes to individual and organizational behavior. Specifically, creating the plan involves three activities:

  • Pick the first value stream
  • Select the first ART
  • Create a preliminary plan for additional ARTs and value streams

Pick the first Value Stream

Each of the development value streams identified in the prior step is a candidate for the new way of working. A large enterprise offers a lot of opportunities for improvement, and while there’s no one ‘right way’ to begin, for many companies the next smart move is to just pick one target. After all, it’s likely this significant change is untested in this business’s environment. Picking one allows the newly trained SPCs and leaders to focus their full attention and resources on a specific opportunity.

Once one is selected, some additional analysis is required to further define the development value stream boundaries, people, deliverables, potential ARTs, and other parameters. To assist, we offer Figure 1, a “Value Stream Canvas” that stakeholders can use to capture their emerging understanding.

Figure 1. A Value Stream Canvas
Figure 1. A Value Stream Canvas [1]
Filling in the fields typically requires some homework. It calls for an understanding of how things work now, as well as how they’re intended to work in the future. And as highlighted in the bottom section of Figure 1 (also described in the last article), some additional analysis is needed to define prospective ARTs and governance in multi-ART value streams.

Development Value Streams Cross Boundaries

As the value streams are identified, it becomes obvious that development value streams often cross many boundaries, as illustrated in Figure 2.

Figure 2. Value flows across functional, organizational, and geographic boundaries
Figure 2. Value flows across functional, organizational, and geographic boundaries

This means that many of the development value streams—and, as a result, the ARTs—will be geographically distributed rather than collocated. While that might complicate things, it’s a reality, and it doesn’t change the basic operating model. ARTs have a variety of techniques they use to mitigate this challenge, including multi-location face-to-face PI planning. Although we’ve observed that a SAFe implementation provides opportunities to advance more geographically collocated development practices, companies simply have to start with their current situation.

Select the First ART in a Large Value Stream

Once you’ve identified your first value stream, it’s time to create the initial ‘short term win’ by focusing on the first ART. That will yield institutional knowledge that can be applied to other ARTs. In some cases, the first value stream is also the first ART, and no other decisions are needed. In larger value streams, however, the next step will require the active support of many more leaders and other stakeholders in that vale stream. Many look for a first, ‘opportunistic’ ART, one that can be found at the intersection of the factors illustrated in Figure 3.

Figure 3. Finding an opportunistic ART
Figure 3. Finding an opportunistic ART

The ‘target’ for the first ART is often one that best meets the following criteria:

  • Leadership support. Some senior leaders may have already been trained in SAFe, and will be anxious to put their training to work. Moreover, it’s likely than many of these leaders have had previous experience with Agile development.
  • Clear products or solutions. SAFe is most easily applied to a clear and tangible solution, something the company sells directly or values highly.
  • Collaborating teams. Somewhere in the enterprise there are already teams collaborating on building a larger solution. Some may already be Agile; some not. But given the business’s current challenges, the teams may be ready to embrace this change.
  • Significant challenge or opportunity. Change is hard. The smart enterprise selects a subject that is truly worthy of its effort, ideally a large existing challenge, or a new opportunity. Creating a ‘short term win’ there will produce immediate benefits, and facilitate faster and broader adoption.

Once this ART is selected, the enterprise is nearly ready to move forward.

Create a Preliminary Plan for Additional ARTs and Value Streams

Before we move on to launching that first ART, we note that it’s likely a broader implementation plan may already be forming. Although it’s still early in the process, strategies for rolling out additional ARTs, and for launching additional value streams, may already be starting to take shape. In short, change is starting to happen, and the signs are everywhere:

  • The new vision is being communicated around the company
  • Principle stakeholders are aligning
  • Something big is in the air and people are catching on

As we described in Charter a Lean-Agile Center of Excellence (LACE), the LACE and various SPCs and leaders typically guide the transformation using Agile and SAFe as their operating framework. In accordance with SAFe practices, the LACE holds internal PI Planning and invites other stakeholders, such as Business Owners, to help further define the implementation strategy. One natural output would be a PI Roadmap for the implementation, as illustrated in Figure 4. The roadmap further details the plan and a PI cadence for implementation.

Figure 4. An example PI Roadmap
Figure 4. An example PI Roadmap

However, before committing to the roadmap, it’s probably a good time for stakeholders to reflect on the existing culture and the how of the larger implementation strategy. Yes, it’s a committed change initiative; and that means it’s a largely centralized decision (see Decentralized Decision-Making). The change is not optional, but how it is received depends on many factors. Oftentimes, mandated change can be uninspiring to those who are on the receiving end of the decision. In that case, a more ‘invitation-based rollout strategy’ may be a better approach. This method—described in Yuval Yuret’s article, Invitation-based SAFe Implementation—describes how to create a more collaborative organizational change effort.

Don’t be too concerned about getting your strategy perfect right at the start. Any such preliminary plan is only the current hypothesis, and will be incrementally improved as your implementation evolves. We’ll revisit the larger planning cycle later in Launch More ARTs and Value Streams.

Moving Forward

In any case, with the first value stream selected, and one or more initial ARTs defined, it’s time to move on to the practical matter of implementing the first ART. That is the subject of the next article in this series, Prepare for ART Launch.

Learn More

[1] Thanks to SPCT Mark Richards for the inspiration for the Value Stream Canvas.

[2] Martin, Karen, and Mike Osterling. Value Stream Mapping. McGraw Hill, 2014.

Additional Resources

SPC_toolkit_thumbSPCs have access to a workshop toolkit designed specifically to help identify value streams, initially define ARTs, and create the implementation plan. Learn more about the toolkit here.

 

 

 

Last update: 20 February, 2017