Both product owners (POs) and product managers (PMs) have “product” in their titles. Both roles connect people to the customer to ensure we’re building the right thing. Both roles rely on data to inform decisions and spot trends by correlating that data to everything that’s going on across the organization. Both roles manage backlogs. And both roles make customers happy. So, what’s the difference between a PO and a PM?
Product managers concentrate on the program backlog and features, look one to three program increments ahead, and focus on product viability. They collaborate with business owners and those at the solution and strategic levels within SAFe®.
Product owners concentrate on the team backlog and stories, look one to three months ahead, collaborate with the team, and focus on product feasibility.
Seems straightforward enough, but we’ve heard feedback from people in the field that the PO-PM structure within SAFe isn’t so great.
“I’ve trained dozens of teams who are using SAFe and I have never seen this work well. The Product Owners are disconnected from their users and incapable of creating effective solutions for them that really solve their problems, because they do not understand the problems well. The Product Managers are essentially ‘waterfalling’ down the requirements to them and the teams are not allowed to prove if these are the right things to build or not. No one is doing validation work.”
—Melissa Perri, Product Manager vs. Product Owner
The feature factory
What’s described above is something many call “the feature factory.” Organizations quickly fall into the feature-factory trap when POs stop talking to external customers, going with the word of the PM instead and losing sight of the user’s needs. It also happens when PMs become disconnected from the teams, choosing to write requirements that are handed off to POs instead of aligning with teams and POs on objectives about how to best achieve them. By not connecting with the team, over time, PMs start making all the decisions on their own and there’s no room for teams to provide ideas to their own backlogs—essentially ‘waterfalling’ their PIs as described above and creating a culture of meeting acceptance criteria instead of focusing on objectives.
We often also see feature factories when PMs and POs never say “no” to requests from customers or business owners. Catering to the desires of a few large clients or to executives’ individual objectives can cause PMs and POs to drop validation work and strategy in response to those requests. Without validation work, there aren’t any clear pivot-or-persevere moments for checking in to see if we’re understanding the problem correctly or even solving their problems. Instead, we’re practicing waterfall and calling it SAFe.
In this blog series, William Kammersell, our curriculum product manager, and I will share practices to help you avoid the feature factory and create a healthy PO-PM relationship that drives product success.
Lieschen Gargano is an Agile coach and conflict guru—thanks in part to her master’s degree in conflict resolution. As the scrum master for the marketing team at Scaled Agile, Lieschen loves cultivating new ideas and approaches to Agile to keep things fresh and exciting. She also has a passion for developing best practices for happy teams to deliver value in both development and non-technical environments. Fun fact? “I’m the only person I know of who’s been a scrum master and a scrum half on a rugby team.”
The world is now full-on remote! That is, as non-essential workers, we’re all currently working from home. At least until the COVID-19 crisis is behind us and some sense of normalcy returns, we are working in front of screens and lenses. This post is for SAFe® Program Consultants (SPCs) who are actively teaching SAFe courses, and for SAFe Release Train Engineers (RTEs) who are facilitating remote Program Increment (PI)
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As a consultant for Agile Rising (a Scaled Agile partner), I spend a good portion of my time teaching formal courses on Lean-Agile topics and practices.
With the onslaught of the virus, we were all left scrambling to prepare for the inevitability of not just consulting and coaching remotely but teaching too!
We want the very best for our clients and always strive to relentlessly improve every aspect of our performance.
As it turns out, we were reasonably well-prepared pre-crisis, as one of our enterprise clients was 100-percent work from home as a workforce already. In the months leading up to the pandemic, we had already been planning and testing various tools and techniques to convert our traditional physical classrooms into collaborative virtual environments. It’s a tall order, given that technology, while fascinating and progressing at a fast pace, doesn’t provide the robust exuberances of a well-prepared training room.
So, we researched. We learned, tested, and continue to do so. This post is all about providing a current state of what we’ve tried and what’s proven to work well for us. You could undoubtedly find all of this information on your own. For the weary, read on and see how we’re conducting our courses. The configuration that we share in this article is for a basic, low-budget, at-home studio. You can amp this up to the limits of your budget and beyond.
Please note that in a short time, our friends and partners at Scaled Agile, Inc. have done a tremendous job of putting together high-quality remote aids, guidance, and new versions of the various SAFe courses to suit our new reality. In this post, I aim to cover the latent individual instructor enhancements that you may consider to take your training production to the next level. As one of my dearest friends, Luke Hohmann, would say, “Go with Super Awesome.”
Exploring Super Awesome
The first thing we have to discuss is hardware. And software. And process. Sound familiar? What follows is not an in-depth technical article. This non-treatise is all about super-awesome instruction enhancements for regular people. Engineers, prepare to be bored out of your mind.
Replacing body language over the wire is a huge challenge. What we take for granted in the real world, we cannot expect to happen over a Zoom or chat channel. Our students and customers expect the best from us, and as exemplars, we would put in our due diligence to give them the most value.
The first thing that I notice in lots of online courses is that the instructor (and students) do not share their video feeds. As an instructor, this faux pas is particularly egregious as our students learn in part from our body language. We each have our unique style and way of teaching, and our body language, our movements, and expressions lend credence and variety to our instructions. Without it, our students are getting only a portion of what they usually would in a physical classroom.
In my opinion, the best tools available today that many people are using—such as Zoom, WebEx, BlueJeans, and Microsoft Teams—need a better interface to clearly show the instructor along with the materials.
Color and lighting
Did you notice anything about the screenshot that appeared earlier in this post? I naturally have a tan complexion (and I don’t spray tan) but I looked pretty dark in it, right? Well, I didn’t turn on the panel lights, only a portion of my lighting setup, to show how adding a little bit of light can make a big difference in your presentation. I’m not a pro or even a regular consumer of photography, but even I can see the difference.
My research led me to some extremes and also reasonable compromises on light choices. I found that you can get away with simple lamps but may wind up having to change bulbs often to suit the specific nature of your at-home studio. I wanted some flexibility, so I purchased these two LED panel lights. These were US$80 each but I can change the color spectrum and brightness—features I wanted for my setup. As a bonus, they come with a great display and simple controls. This capability allows me to adjust the color of the lights to suit my particular skin type. So far, I am super impressed with these lights compared to the other options that I found in the market at the same price range.
I mounted the two panel lights on the wall flanking my primary camera position. Like when I was two years old, I learned quickly that lights create shadows. So, I used a cheap lamp with an LED bulb (5k or more) as a backdrop light to help reduce shadows on my green screen (more on that in a minute).
Notably, the overhead light on my ceiling fan does me no justice—it merely highlights my male pattern baldness to the point of mediocrity. I cried a little, on the inside, when I first noticed it. Key takeaway: unfiltered light is harmful to your video stream (and your appearance).
So, you should experiment with different lighting and positions of the illumination from at least three angles, preferably no unfiltered light from any direction. Use a sheet of printer paper as a cheap filter if you do not invest in a light that comes with a filter.
Natural light, I have read, is excellent, but you need to be able to create distance between your shot and the light source so that you don’t get beams on your face. I have a window in my home office that I covered with easel paper to filter the direct sunlight coming in from the east in the morning. Trust me; you do not want rays of light on your face. Or in an eyeball. Until the end of the story, at least.
Setting the Scene
Once you get the lighting situation wrestled to submission, it is time to tackle pulling all of your content—PowerPoints, video streams, pictures—together into a meaningful presentation. I chose Open Broadcaster Software (OBS)—it’s open and free—as the programming platform on which to experiment. There are commercial software options that you may find on your own, but OBS has worked for me in live events quite well.
Rather than writing a book here to explain the configuration basics of OBS, I created a quick video. I’m not a pro video editor, so please give me some remedial credits for effort.
The Chroma Key (green screen)
Many video teleconferencing software tools have a virtual green screen feature that allows you to choose pictures or videos for a background. They work ok but can be distracting because the AI doesn’t always frame you correctly in front of the background. And I haven’t found a way in Zoom or Microsoft Teams to adjust overlays or scale with the basic features.
You’ll want to set up a green screen in your studio. Thanks to the COVID-19 pandemic, quality structured green screen products are hard to find. So I had to adapt a solution using a 6×10 foot muslin green screen and some old-fashioned handyman ingenuity.
With just one trip to a home improvement store and my garage, I got the parts I needed to build a retractable screen.
I used 10 feet of electrical conduit wrapped in a three-quarter-inch schedule 40 PVC pipe and taped the muslin on with regular packing tape. The pipe fits over the conduit and makes a functional scroll so that I can roll up the screen when not needed.
Multicamera angles
As an instructor, you may want some options for different scenes. Perhaps you would like to stand up for some of your instruction in front of a marker board or the SAFe Big Picture. In OBS, as we learned earlier, you can configure different scenes to suit your instruction scenario. I have a scene for sitting down and presenting slides. I have a standup scene set up in front of the green screen. Also, I can use my third camera (a GoPro Hero4) for a wide shot in front of the open wall in my office where I can place the Big Picture, Implementation Roadmap, marker board, etc.
Depending on what material and desired instruction format you prefer, you’ll want to choose an appropriate scene based on your preferences. The goal is to replicate physical interface benefits while minimizing the negatives and enhancing the presentation and instruction quality with virtual capabilities.
I chose the ~US$200 Canon R800 because of its ability to zoom optically/digitally for scene adjustments. I can set the camera up on a tripod in different scenes and zoom to frame the shot correctly. If you choose a non-webcam-based device, you will need a capture card like the AV.io HD. This expensive tool may be avoided by only using your built-in webcam along with an aftermarket webcam (or two or three) that connects via a USB interface.
Sounds of home, at work
Kids screaming in the background. The neighbor is cutting the grass. We’ve all been there, or at least I have.
I love my iMac and MacBook Pro, but the built-in microphones quickly lose effectiveness. Now, imagine me speaking while typing, and you also get to listen to the clickety-click of my keyboard. In essence, I’m forcing my students to suffer from ‘keyboard-mic-itis.’
Give the world a break and invest in a decent aftermarket USB microphone. After a fair amount of research, I chose a kit that comes with the boom and all the accessories to get great, configurable sound.
Of course, the tips and suggestions I’ve included in this post are what work for me. To see what others are doing, check out the Remote SAFe Training forum on the SAFe Community Platform.
Happy teaching!
About Marshall Guillory
Marshall Guillory is director, professional services and government practice at Agile Rising, and a Scaled Agile SPCT Candidate. He has over 25 years of business experience in software development, information technology, product management, and government fields and sectors. For the past 10+ years, he’s focused on leading digital and organizational transformations.
In 2017, Planview (a Scaled Agile partner) realized that its customers and market were evolving beyond their traditional product lines. A leader in project portfolio management (PPM) solutions, Planview recognized the need to adapt both strategically and operationally and looked to Agile to power a much-needed transformation. (Read the full story in Harvard Business Review).
While the development departments had practiced Agile for some time, the larger Planview organization really began its forays into Agile starting in 2017 via the acquisition of a company with strong Agile DNA and a powerful Kanban product. Sporadic successes after the acquisition, however, didn’t translate to the change the company needed. Planview knew that real transformation required a top-down commitment, and in late 2018, established a company-wide goal to rewire its organization through a new Agile Growth Initiative.
The initiative focused on five key objectives:
Infuse agility into the organization by increasing Agile DNA throughout
Admit we couldn’t do it alone and bring in outside coaching support
Embrace Agile practices and ceremonies from leadership to the teams
Reorganize people and teams to focus on customer value
Empower everyone to have a voice and do their best work
Led by the marketing department, Planview brought in external Agile experts as guides and kicked off its first Agile discovery session. When the team asked sales, marketing, and product leaders to list their top priorities, every department was different. It became clear that scaling across functions was the organization’s biggest challenge—and most promising opportunity.
Planview accelerated its Agile initiative by creating three cross-functional Agile teams that comprised the first Go-to-Market Agile Release Train. Through Program Increment (PI) Planning events, the teams shared, according to Harvard Business Review, “… some hard conversations that ultimately resulted in reorganizations and the realignment of people and funds.”
The result: a new emphasis on solutions vs. products that enabled the organization to provide value to their customers in meaningful, innovative ways. With Agile, Planview successfully shifted from a 30-year-old PPM company to an Enterprise Agile Planning Solution Leader. That’s true transformation, although for Planview, it’s simply one more step in a continuous process of inspecting and adapting.
Read the full story of Planview’s transformation in Harvard Business Review.
About Brook Appelbaum
Brook Appelbaum is the Director of Product Marketing for Planview’s Lean and Agile Delivery Solution. With nearly 20 years of marketing experience, Brook has led many different product and digital marketing teams. However, her favorite leadership role is that of a Product Owner. As part of an Agile marketing team inside Planview, Brook drives the campaign and product marketing strategy for the Lean and Agile Delivery Solution. And she thinks LeanKit is the coolest.
Not that long ago, we had a transition in leadership on our team. Our product owner at the time was taking a sabbatical and we were in the process of finding a new one. It was challenging for me as a scrum master to make sure that the team felt grounded and engaged during that time of transition—oftentimes teams lose their sense of direction when big changes happen. But that challenge was then rewarding when the team came together to meet our PI objectives, which included releasing two new courses to market and updating others and having fun in the process.
To keep us on track, we focused on our shared goals. We co-created our iteration goals and reviewed them consistently throughout the iteration to remind ourselves what we were working toward. To keep the team dynamic healthy and strong, I filled a treasure chest with prizes to use during our daily stand-up. The team member who could act out the best emoji animal of the day got to open the treasure chest and pick their prize. This game helped keep things light during the transition.
There’s more to being a scrum master than facilitation, process, and team efficiency. We have the ability to make connections with our teammates and our team members and help them through difficult times. To make sure the team had what they needed, I leaned heavily on the great group of scrum masters that we have at Scaled Agile and pulled from their different viewpoints about team engagement, leadership through uncertainty, and healthy team dynamics. I really cherished those relationships during that time—they inspired me to stay strong for the team and served as my support network in keeping the team moving forward.
One of my key takeaways from that experience was to trust your intuition. Trust that the relationships you’ve built can impact people in a positive way and get them through something that’s really hard.
About Madi Fisher
Madi is the scrum master for the Information Technology and SAFe® Collaborate teams at Scaled Agile. She believes in the power of people and what they can accomplish as a team. And she loves being the glue that helps teams stick to a common goal—all while having fun. Madi’s secret sauce mixes the spirit of collaboration, a shared vision, and being customer centric.
As with many conferences across the globe, this year’s European SAFe® Summit has switched to a virtual format. Virtual conferences are unlike webinars and webcasts in that they offer many ways to connect with speakers, exhibitors, and other attendees in real time.
We know that for many of you, this may be your first time attending an immersive, multi-day, online event. So we’ve compiled some simple pro tips to help you make the most of this virtual environment: expand your SAFe knowledge, network with other SAFe practitioners, and have a fantastic conference experience.
Before the Summit
Pre-conference planning takes on a slightly different twist for a virtual event. While you won’t have to check airline schedules or book hotels, you do have to be away from the office, family, and the dog while you attend the Summit.
Plan your schedule. The first step is to look at the online agenda and check out the times for the keynote talks and technical sessions that you want to attend. Put those talks and sessions in your calendar and block out the time so that no other activities interfere with your scheduled time away from your regular work. You’re going to be out of touch with your team while you focus your attention on the great presentations, speakers, and other participants.
Socialize. It’s easy to overlook the social aspect of attending a virtual conference, but you don’t have to forego those conversations about what you just learned and who you’re going to see next. Today’s virtual conferences provide multiple communication channels inside their platforms to allow you to interact with other attendees. Just make sure you let everyone know that you’re planning to attend and would like to meet up with them online during the event.
Pro tip: You can use the free event communication channels, such as private chat or speaking at a moderated discussion area in the lounge, to easily connect. Many people plan ahead and share a link on Slack or set up a Zoom meeting that they keep open on their computer during the conference for sidebar communications. The key is to get in touch with others ahead of time so that everyone you want to meet is in the loop on the best way to communicate during the event.
During the Summit
All right: the first day of the Summit has arrived, and you’re ready to log in with the password you received when you registered. The first keynote is in 30 minutes, so you might want to look around, see what activities are available, and prepare your Summit identity.
Pro tip: Taking a 15-minute walk just prior to signing into the conference will invigorate you and help prepare you for the day ahead. Much like walking down to the convention center from your hotel room and mentally planning out your day, this simple activity will help you enjoy the conference more and allow you to be more relaxed while attending from your home office.
Update your profile. As an attendee, the first and most important thing you should do is create your profile for the Summit. Your profile is the identity you show to other attendees in the virtual world. Setting this up at the beginning of the conference opens up four different communication options available to all attendees. Access your profile by clicking on the Profile link on the navigation bar at the top of the webpage.
Once you’re in the profile section, follow the instructions on the form to fill out the information you want to share. Then, look at the other tabs in this section and you’ll notice a briefcase where you can store documents you’ll download from Exhibitors’ booths or the Resource Center. This is also where you’ll find messages sent to you through internal communication channels. Remember, you don’t have to accept every chat and connection request you receive; they’ll be stored here until you want to respond.
SAFe Expert Coaching Station. If you still have a little time before your first keynote or technical talk, don’t forget to stop by the SAFe Expert Coaching Station. This is one of our most popular features at the Summit and time slots will fill up quickly. You can register for a specific time slot or get on a waiting list for an opportunity to speak with a SAFe expert when a spot becomes available. And, if you only have a quick question, click on the Coaches Chat tab to put in a question. If you want an individual response, just let your coach know and they can respond privately.
Keynotes and technical talks. This year’s keynotes will be presented live, giving you the opportunity to hear firsthand from inspiring, cutting-edge leaders. You’ll also have access to dozens of technical talks on topics ranging from DevSecOps and Lean Portfolio Management to remote facilitation and SAFe for marketing or hardware teams. These talks will be pre-recorded, followed by live Q&A at the end.
Customer stories. Do you wonder what SAFe really looks like when organizations put it to work? We’ll take you inside some of our customer companies—including KBC, Siemens, PepsiCo,Telekom IT, and Achmea—to show you what they’re doing and how it’s working.
Pro tip: Be Q&A ready: it will improve your chances of getting your questions answered by the speakers at the end of their sessions. If you’re familiar with the speaker and topic and know the questions you want to ask, write them down ahead of time. Paste them into the chat window during the talk so the speaker’s moderator can see them and share them with the speaker.
Networking with Peers
Anyone with a profile can communicate one on one during the conference via four different channels:
Internal Summit Conference Email messages. You’ll get a notification that you have an unread email. Just click on the notification window to view it.
Chats. If you receive a chat request, you’ll be able to accept or decline it. You can also send a short message to the chat requester when declining a chat.
vCards. This method is the best way to share your business card during the event. The notification will display that you have a new vCard; just click on the notification window to view it.
Connections. The notification will display that you have a new connection. You can accept or ignore it directly from the request window.
Public chat forums will be placed throughout the virtual conference to allow you to chat with SAFe coaches, other attendees, and Scaled Agile staff. To find a public chat forum, simply navigate back to the Lobby or use the drop-down menu at the top of the web page.
Participate in a group discussion in the lounge by entering a Public Discussion Group or Group Chat. The discussion group allows you to have topic-specific conversations, while the chat is a free-form back and forth among attendees and Scaled Agile staff.
Pro tip: The European SAFe Summit is hosted on a 3D platform: it’s best-viewed on a desktop or laptop. Your phone or mobile device does not effectively support this type of experience.
I hope you enjoy the European SAFe Summit virtual experience! We’re extremely excited about this year’s conference. If you haven’t registered yet, you can do so here. And don’t forget to download the 2020 European SAFe Summit Attendee Guide, with these and more details, tips, and advice inside!
About Micheal Center
As the Senior Industry Event Manager at Scaled Agile, Micheal brings his 25 years of experience to support and produce engaging trade shows and conferences across the globe. He’s also a Certified Digital Event Strategist who’s dedicated to improving attendee and sponsor experiences at Scaled Agile’s virtual conferences and events.
When I coach companies on Lean and Agile methodologies, I strive to have dedicated, co-located Product Owners (POs), Scrum Masters, and teams. In the 21st century and given our current context, many companies involved in a SAFe® transformation have POs and Scrum Masters who are leading multiple remote teams.
It can be challenging to coach Agile teams remotely and consistently on the Agile Manifesto and SAFe principles and values, such as Business people and developers must work together daily throughout the project or Program Execution. Often during these transitions, some companies expect an employee to be a part-time PO in addition to his/her day job.
Many times I have had Product Owners ask me to help supervisors understand the time commitment involved with the role. One way is to describe what a typical PO does each day. In this post, I’ve created a list of what a PO does on a daily basis. This list is not exhaustive, nor is it in any specific order:
Attends the team’s daily stand-up meeting to understand the team’s progress and impediments toward the Iteration goals.
Capture customer requirements and ideas by writing (or helping others write) stories and Enablers.
Continuously accepts or rejects completed stories and Enablers.
Is available to the team each day to answer questions and clarify stories.
Works with the System Architect to ensure Enablers are properly prioritized so as not to mortgage the future of the architecture.
Verifies that stories are in the proper format, contain valid confirmation (aka acceptance criteria), and are in line with the Program vision and scope. This includes any necessary design details, business rules, NFRs, etc.
Ensures that the team is aligned to the PI Objectives, and Iteration goals are clearly defined and communicated.
Helps remove or escalate obstacles to Product Management.
Makes sure that the Agile team has a direct connection with the business through story development and the Iteration review.
Meets regularly with Product Management (e.g. PO Sync) to keep stakeholders informed on how much incremental value has been generated.
In addition to that, on a cadence, POs:
Participate in the Iteration retrospective event.
Present the stories and Enablers during Iteration Planning.
Meet with the team each week to refine the Team Backlog.
Work with the team to decompose stories and Enablers into small increments. Ideally something that can be completed every two to three days.
Prioritize and update the Team Backlog.
Work with the team to create and commit to Iteration goals.
Collaborate with team members to form PI Objectives.
Help identify dependencies with other teams during PI Planning.
Meet with Product Management and stakeholders regularly to field questions and inform them of any updates or changes to scope.
Conduct the Iteration review with the team and participate in the System Demo to demonstrate the incremental functionality to the Agile Release Train and stakeholders.
In your context, look at all the activities that your POs are engaged in and consider whether it’s realistic for a part-time PO to do them all. If it’s not, speak to your part-time POs and have them present this data to their managers or as an issue during your Inspect & Adapt workshop.
To learn more on the PO role within SAFe, read this article.
About Joe Vallone
Joe Vallone, SPCT, SAFe Fellow, is an experienced Agile trainer who has helped coach several large-scale Agile transitions at Zynga, Apple, Microsoft, VCE, Nokia, AT&T, and American Airlines. He’s also an effective leader and speaker with more than 20 years of software development and management experience. As a change agent, Joe is passionate about teaching and coaching organizations to reach their full potential by embracing Agile values and Lean thinking.
As COVID-19 quickly spread worldwide, lots of organizations, including ours, realized that our next PI Planning would have to be entirely remote and distributed. We’d done distributed PI Planning before, where some employees joined on their laptops from global locations, but never one where everyone was remote and in their homes. So, just how were we going to pull this off?
Watch the video for a high-level look at what we did and keep reading the post for a bit more detail.
Planning the Event
For starters, we knew we had to answer lots of questions around locations, agenda, facilitation, tools, and working agreements. So, we started laying the foundation of our event by following the guidance in the advanced topic article from our Framework team, Distributed PI Planning with SAFe, and built our plan from there.
Agenda
I collaborated with our scrum masters and leaders to flesh out what this event would look like, and we knew that a two-day agenda wasn’t going to work. Not just because it’s hard to stay focused and engaged for two full days over video calls, but because we have people in China, England, Germany, India, Japan, Mexico, Singapore, and across the U.S.
If you were to research the words “learning network” via books or an online search, you might come up empty. There isn’t much out there on the topic. In fact, I was excited one day to see “learning network” listed in the index of one of my learning books. But it pointed me toward networks in general, which wasn’t helpful. Not long after that I was telling a colleague about one of my informal learning collaborations and I called it a learning network. It just seemed like the right way to describe it.
We had to accommodate all the different time zones to make sure people weren’t working in the middle of the night (more about that later). So, I set up a recurring weekly meeting with our scrum masters to craft a detailed event schedule. We landed on a three-day agenda that had some people starting early in the morning and others joining toward the evening (and later at night) for a shorter amount of time.
Facilitation
We knew that to engage people remotely over three days, we’d need to get creative. So we came up with icebreakers featuring our talented employee musicians, a crazy hat theme, social video meetups to see people’s pets, a guided meditation session, and random quizzes to keep things light and fun.
In the spirit of relentless improvement, we sent out daily surveys to capture everyone’s feedback about what was going well and what wasn’t, and incorporated that into the next day’s activities.
Tools
The scrum masters and I worked with our information and technology team to figure out how to best use the tools we had to run the event. We set up a central location on our intranet and used our internal collaboration tool to create a main information hub and virtual rooms for each team, the program board, presentations, and the Scrum of Scrum meetings. We use the Google suite at Scaled Agile, so team breakouts happened via Google hangouts, and each team also had a dedicated channel in Slack that other teams could use to discuss joint projects and dependencies, and ask questions.
Hiccups and Takeaways
Overall our event went pretty smoothly, but we did run into some issues. When we set up the team spaces in our collaboration tool, we didn’t realize they were limited to just the individual team members. This meant people on other teams couldn’t access those spaces to interact with the teams they needed to. We managed to fix that issue on day one but it was pretty chaotic and time-consuming.
Another thing we discovered is that it took a while for all of us to get used to communicating with each other both in the main space and in our individual team rooms. There was one hangout link to the main PI Planning room and different hangout links for each team to use during their breakout sessions. On day one, some people got lost in the transition, but by day two, all of us were seasoned pros.
We’ve definitely got a list improvements we plan to make for our next PI Planning, including:
Being more intentional about team synchronization points so the teams come together more regularly throughout each day.
Adjusting the agenda to four days versus three to shorten the hours per day and better accommodate our international folks (at least one of them was online until 2 AM—sorry, Gerald).
Allowing more time for team breakouts, just because collaborating remotely takes longer.
To get even more details about how we executed our first fully remote, distributed PI Planning, I invite you to watch our Fireside Chat webinar on our Community Platform (login required).
For more guidance around running remote PIs, ARTs and teams, listen to episode 27 of our SAFe Business Agility Podcast, which takes a deep dive into the topic.
About Jeremy Rice
As the Release Train Engineer at Scaled Agile, Jeremy is a leader with a desire to help others achieve their greatest success. A U.S. military veteran, Jeremy has a diverse background in technology, engineering, and coaching, mixed with a bit of linguistics and work as a chaplain. You can also find him occasionally posing with baby goats, cows, and pigs on his hobby farm.
In 2006, I enlisted in the U.S. Army as a Forward Observer. Basically, that meant I spotted artillery rounds to ensure they landed on targets. Every time I neared the end of my contract, I reenlisted to avoid facing the fact that I had no idea how to translate my experience outside of the military. What was I supposed to do: walk into a prospective employer’s office and say that I was really good at land navigation, and ensuring close air support and artillery rounds hit targets? Yeah, not so much.
So, I changed my job to a Criminal Investigation Division Special Agent—think Naval Criminal Investigative Service (NCIS), FBI, or Secret Service but for the Army. I figured that my expertise in areas like interrogation, crime-scene examinations, digital forensics, crisis negotiation, protective service operations, and undercover and surveillance operations would definitely transfer directly to non-law enforcement jobs in the civilian world. Again, not so much.
So, time for plan B. I took what I knew, retired from the military, and got a job at a bank making just about minimum wage. With 10 years of leadership experience, I was barely providing for my family. When my 401k was just about empty, I decided I needed to find a career that could help me give my family the life they deserved.
Making the transition
This isn’t a unique story. Servicemembers looking to get out of the military face two big challenges. Either they can’t commit to leaving or—if they do commit—their roles in the military don’t translate to civilian occupations. Which means they end up in dead-end jobs. The stress adds up: veterans holding cardboard signs asking for help and money appear on every corner, substance abuse/recovery facilities are filled with green duffle bags, and even worse, veterans are committing suicide. There’s a scary statistic cited in a recent report that in 2017, nearly 17 veterans died by suicide each day. It shouldn’t be this hard for transitioning freedom fighters.
But here’s some good news: shifting to a position in an Agile environment can help open doors for veterans, relieve some of that stress, and provide a lucrative career. Remember that dead-end bank job and my determination to find something better? I found it as a Scrum Master at Scaled Agile, and the skills I’ve learned here translate almost perfectly to military roles.
In this blog post, I’ll explain how the roles within the Scaled Agile Framework® (SAFe®) correlate to military positions. I relied on my background and experience to translate the roles into terms aligned with the U.S. Army, U.S. Marine Corps, and the Special Operations community, but veterans worldwide can relate to this.
Agile teams
When you mention Agile teams, most people think about software developers congregating in incubator garages across Silicon Valley. While these folks can be pretty Agile, I personally think that U.S. military teams are the most Agile because they’re on the ground making life-changing decisions instantly. These teams take the most up-to-date information and intelligence and iterate on the plan. Likely, this plan started with a conversation, moved to some sort of slide deck, then to the teams who practiced it using mock cities, sand tables, shoot houses, and other high-speed planning techniques—all to all be derailed by an IED, small arms fire, or chasing terrorists down an unexpected tunnel system. It makes me think of the famous quote often attributed to Dwight Eisenhower: “Plans are worthless, but planning is everything.”
In the military especially, we need Agile leaders who don’t get stuck by analysis paralysis, but rather who can prioritize, execute, and coach their team to get the job done. Aside from the life-and-death implications, the only big difference between working in the military and working in an Agile environment would be that Agile encourages working at a sustainable pace. We want to ensure predictability—always burning the midnight oil creates an unstable and unpredictable environment.
Within SAFe, Agile teams are the foundation of and critical to any Agile transformation. Fortunately, Agile roles translate easily for transitioning veterans in part because Agile teams are essentially a patrol. Using the basic makeup of a patrol, you have a radio transmitter operator (RTO), team leader, pointman, and the gunners on each side.
The RTO is essentially the Scrum Master. This is the person who provides clear and concise communication organization-wide, and removes impediments for the Agile team if it can’t on its own. The Scrum Master has a wider role as well, but I’ll cover that later in this post.
The pointman is most compared to the Product Owner. This person represents the customer on the team and helps the team prioritize its work, guiding it to deliver value that’s aligned with what customers want and with the organization’s goals.
The remaining members of the patrol are considered the Agile team. Because they’re the folks with the intel on the ground, they know what needs to be done to achieve the mission—similar to what’s called the Program Increment (PI) Objectives in an Agile environment. The Agile team can take the priorities from the Product Owner, provide realistic feedback on what is actually achievable, and complete the mission.
To be successful, Agile teams and fire teams need leaders who can put the team/mission/people above themselves. Leaders provide the intent, the motivation, and the way to get people on the team to act.
Frameworks
In military environments, leaders are responsible for defining the concept of the operation in time, space, purpose, and resources (ATP 3-21.8). The Operational Framework greatly supports that by defining associated vocabulary and a way to organize.
In a civilian workplace, leaders are responsible for the same successful outcomes, especially in Agile environments. SAFe is one approach enterprises use to support their transformations and provide full transparency across the entire organization. There’s definitely a learning curve associated with SAFe, and understanding the colloquialisms and jargon is key to a veteran’s transition in any workplace.
To illustrate this, I labeled applicable areas of the SAFe Big Picture with common military terms. Use your mouse to zoom over each image for a closer look.
The SAFe Big Picture has three configurations—Portfolio, Large Solution, and Essential. These translate to Division, Battalion, and Company levels.
Within Essential SAFe, there are key positions on the left side of the Big Picture—the Agile Team (which consists of 5–11 people) and two specialty roles: the Scrum Master and the Product Owner. Correlating these to military roles, the team is the squad or team, the Scrum Master is the RTO, and the Product Owner is the pointman.
Also in Essential SAFe, above the Agile Team layer, are three additional roles:
The System Architect/Engineer, which is your S2 or company-level intel shop
Product Management, which is your Company Commander
The Release Train Engineer, who’s in charge of keeping the Agile Release Train (ART) on the rails, closely relates to the Executive Officer (XO)
Multiple Agile Teams are part of the ART, which is a company-sized element of people navigating the Agile world. The ART has many mandatory events. To kick off a Program Increment (PI) or deployment—which is a set duration of time, usually a quarter of the year—all members of the ART attend PI Planning. This is where all teams on the ART provide the PI Objectives to the company and plan each of their iterations.
In the context of an Operation Order (OPORD) within the US Army, here’s how Agile works:
Situation can be rolled into the PI Objectives
Mission can be rolled into the PI Objectives
Execution is how the Agile Team operates—it can use Scrum, XP, Kanban, Design Thinking, and other techniques to satisfy the Customer (taxpayers)
Command & Control happens throughout the entire delivery pipeline by means of Daily Stand-ups, Scrum of Scrums, Product Owner Syncs, and other meetings, which focus on consistent communication and updates.
The Sustainment phase of the OPORD directly relates to Built-In Quality and the Architectural Runway.
The double diamonds representing Design Thinking on the Big Picture basically represent sand-table planning and shoot house for the actual mission. Design Thinking allows team members to diverge and converge thinking to release the right product at the right time.
On the bottom right of the Big Picture is the SAFe Program Consultant (SPC)—the change agent who leads all levels of an organization through a Lean-Agile transformation at scale by training, coaching, facilitating, and mentoring. This servant leader plays a critical role by applying expert knowledge of SAFe, and most closely aligns to a Warrant Officer.
Why SAFe?
One of the biggest reasons to go from boots to SAFe is the doors it can open. There are more than 300 Scaled Agile partners, and countless veteran-friendly enterprises undergoing agile transformations—including government contractors and U.S. government entities. As a veteran, once you understand the terminology, your opportunities in the Agile space as a Scrum Master, Product Owner, Agile Coach, Release Train Engineer, SPC (and many others) are virtually endless.
Get started: paying for SAFe Certifications
Taking a SAFe course and earning a certification are the first steps toward jump-starting your career in the Agile space. And there are ways for veterans to get financial assistance.
VR & E program
Through eBenefits associated with the U.S. Department of Veterans Affairs (VA), eligible Veterans and Service members can apply for either Vocational Rehabilitation and Employment (VR&E) benefits or Education/Career Counseling. It’s simple to apply; just follow these steps on the VA website:
Log into your eBenefits account.
Select “Additional Benefits” from your dashboard.
Select “Vocational Rehabilitation and Employment Program.” Be sure to read the program information, update your contact information, and apply for either the “Vocational Rehabilitation and Employment Program” or “Education/Career Counseling.”
If you’re deemed eligible, you’ll be invited to attend an in-person orientation session at the nearest VA Regional Office.
Servicemembers with a disability that began or became worse during active duty and who haven’t yet received a service-connected disability (SCD) rating, don’t need to wait to apply (see VA Form 28-0588 for further instructions). Additionally, ill or injured Servicemembers who haven’t yet received an SCD rating don’t need to wait to apply. Servicemembers expecting a discharge other than dishonorable and who possess a VA memorandum or Integrated Disability Evaluation System (IDES) rating of 20 percent or more—as well as Servicemembers currently going through a Physical Evaluation Board—may be eligible to receive VR&E services.
Just ask
Many of our 300+ Scaled Agile partners that provide SAFe training also offer military discounts. All you need to do is lean forward in the foxhole and send an email to these trainers to find out. Remember, you can catch more bees with honey, so be nice and polite when asking for a discount.
Check out these other helpful links to learn more about SAFe, courses, certification, and partners:
As a Scrum Master for the Learning and Certification team at Scaled Agile, Clint thrives at enhancing capabilities across teams by combining his expertise as an Agile coach at multiple technical companies with his experiences as a 10-year U.S. Army veteran. He’s also a family man who’s had the pleasure of watching Frozen 200+ times and the Grinch 100+ times with his young son and daughter.
I’m writing to personally invite you to the 2020 European SAFe® Summit, our premier virtual event happening 10 – 11 June, 2020.
I know that this is a challenging and uncertain time, and it’s tempting to close the door to new ideas and experiences. But it’s at times like these that we need each other more than ever.
We need to keep getting our questions answered.
We need to learn how to adapt SAFe together.
We need to hear stories about progress and success.
We need to make connections and be inspired.
That’s why I hope you will join us, from the comfort of your home or wherever you’re sheltering, for a virtual event designed to help you and your organization keep moving forward.
Virtual, Interactive, and First Class
We’re hosting this year’s Summit in a dynamic online platform designed for virtual events. You’ll be able to directly interact with speakers, exhibitors, and fellow attendees, and digest content in both live and on-demand formats. We’ve worked hard to design a digital experience that will capture the best elements of an in-person SAFe Summit experience in a combination of live, simulive, and on-demand formats. Here’s a sampling of what you’ll find:
World-class keynotes from transformation visionaries
Dozens of on-demand sessions with industry experts
Enterprise success stories direct from customers
A virtual, interactive exhibit hall
One-on-one coaching sessions with SAFe experts
Get an All-Access Pass
I recommend you register by 30 April to save €100. We’re offering two All-Access Pass options, as well as discounted pricing for Partners and enterprise SLS customers.
This is going to be a terrific, inspiring, informative event that will bring us all together to share, learn, and improve ourselves and our work.
I look forward to seeing you there!
Stay SAFe
—Dean
About Dean Leffingwell
Recognized as one of the world’s foremost authorities on Lean-Agile best practices, Dean Leffingwell is an author, entrepreneur, and software development methodologist. He currently serves as Chief Methodologist to Scaled Agile, Inc., which he co-founded in 2011.
Dean’s two best-selling books, Agile Software Requirements: Lean Requirements Practices for Teams, Programs, and the Enterprise, and Scaling Software Agility: Best Practices for Large Enterprises, form much of the basis of modern thinking on Lean-Agile practices and principals. Founder of several successful startups, including Requisite, Inc., makers of RequisitePro (acquired by Rational), Mr. Leffingwell also served as Chief Methodologist to Rally Software, and prior to that, as a Sr. Vice President at Rational Software (now part of IBM).
I’m the scrum master for the marketing team at Scaled Agile. In the time that I’ve been here, we went from one team to two, and now three, adding new roles along the way.
What I find most useful in my everyday work are my conflict resolution skills. Communication, vulnerability, working through challenges—these all take a lot of time and effort. Being able to coach it and stick through it with teams on their journey to innovation is where we as scrum masters have a chance to shine.
Conflict isn’t just about fighting and yelling; it’s about collaborating and understanding different perspectives, so that the team can come up with something nobody’s ever thought of before—and Agile is so much of that, too.
In a past life on a team I worked with, there were conflicts between people who had been on the team for a long time and people who were newer, but were very advanced in their skills and fields. Figuring out how to collaborate and how to share those ideas without forcing one path or another was really challenging for a team to achieve agility. When we’re experiencing that and struggling to find our place, we often want to avoid having that hard, one-on-one conversation.
So, I did some one-on-one coaching with the people who were struggling and got them to a point where they understood I didn’t want to step in for them; I wanted them to have the confidence to talk to each other and build trust. I coached both of them on what it means to be vulnerable. It’s actually opening up and showing your team that you’re human and that you can collaborate. They were then able to solve the problem themselves and worked together for a long time afterwards very successfully. They started having those conversations more openly—and not just between the two of them but between the whole team and others they worked with regularly.
I love this article about vulnerability and bringing human connection into the workplace. Just remember to lean into conflicts of all shapes and sizes, and recognize that it’s a journey, much like the team formation lifecycle, that cannot be rushed or avoided.
About Lieschen Gargano Quilling
Lieschen Gargano is an Agile coach and conflict guru—thanks in part to her master’s degree in conflict resolution. As the scrum master for the marketing team at Scaled Agile, Lieschen loves cultivating new ideas and approaches to Agile to keep things fresh and exciting. She also has a passion for developing best practices for happy teams to deliver value in both development and non-technical environments. Fun fact? “I’m the only person I know of who’s been a scrum master and a scrum half on a rugby team.”
