A process is a logical sequence of related activities to create a performance or a transformation of a work product. The
elements therefore are phases, roles, documents and methods. They describe
- What has to be done
- When (in which phases)
- By whom (which roles are involved)
- and how (in form of recommended practices)
Expected are the essential activities to produce the relevant work products as a “happy path” without error handling.
Phases divide the process into time sequences. Phases and milestones are time or event-related element types, typically collected in sequences of phases and milestones. Their names and numbers are determined by the control needs of the organization and its stakeholders. For a specific point or period of time you will see:
- Relevant reports
- Contained milestones
- Executed activities
- Involved roles
Work Product Models
Work Products are grouped in packages. Applied SAFe® provides for each package on each level an overview of the work products and their direct relations.
- Work product models are a great help in order to understand dependencies on a larger scale.
- Navigable work product models ease the navigation between the work product and enable another view to processes and its results.
- Work products are shown in their relationships and with their direct relations out side of the package.
Work Products (Documents, Software, Models, etc.) are the work results of the process and its activities and the most important element of the process.
- Each performed activity leads to the creation or revision of at least one work product.
- Between the work products, there additionally exist dependencies. That means, in order to be able to create a work product certain work products are required.
- Dependencies between work products (WP) will be automatically determined and rendered in the view of a WP.
A role is process-actor with assigned responsibilities, skills and knowledge to perform the process activities defined in a role description. An explicit definition of responsibilities for work products is essential for the successful performance of developments.
- Applied SAFe uses a role-based access control, where the permissions are linked to roles instead of users.
- One role can thereby be assigned to several users and vice versa.
- Every role possesses one or more permissions.
An activity is manual or semi-automated work step to create a performance or a transformation of a work product. Activities are the main element for process users; these descriptions have to be understandable and must contain:
- Role according the RASCI
- Phase performed
- Predecessor and successor activities
- Input and output work products.
Activities do not contain any secondary information like ‘How to …’.; this belongs to a practice.
Practices describe how something can be done, in contrast to activities within processes which tell you what has to be done. A practice is used to refine an activity. It is a profound description of how to do something.
A practice is a method or technique that has consistently shown results superior to those achieved with other means, and that is used as a benchmark. In addition, a practice can evolve to become better as improvements are discovered.
Practices indicate also which training you should attend.
Tailoring is possible on several levels. The grade of tailoring depends on your need of customization. You can adopt the process by using one of the following possibilities:
- Tailoring Assistant
Prebuild automated tailoring by answering clear questions allows you to quickly adopt the process to your needs. Unnecessary process elements like roles, activities or work products are altered based on your answers.
- Manual Tailoring
Specific elements of a process model can be modified additionally
- Comprehensive enhancements
Applied SAFe can be used as a core model and completely enhanced and altered while still keeping the upgrade capability to later Applied SAFe-Versions.
Metrics are the base to control, steer and improve a specific system. Usually a set of Key Performance Indicators are defined. A metric determines an organization‘s behavior and performance. While traditionally many metrics are finance based, inwardly focusing on the performance of the organization, metrics also focus on the performance against customer requirements and value.
Applied SAFe® comes with a set of predefined metrics to build on. By defining new metrics, we build on the paradigm of Goal -> Question -> Metric.
Specifically built-in guided tours help you to get started. Different guided tours explain how to navigate, the structure and how to use the product.
- How you get started with Applied SAFe®.
- How to instantiate the model for your company, portfolios, programs and team-levels.
- How you can tailor, adopt and enhance the model.
- How to use the different license levels of Applied SAFe®.