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Scaled Agile Framework

Competence for
Going Agile

The comprehensive Scaled Agile Framework (SAFe®) efficiently supports the agile transformation of your company based on established methods and best practices. The primary objective is to scale agile teams across programs, major solutions and portfolios and to embed them into the company‘s strategy using measurable business performance indicators.

SAFe® Trainings and Workshops

metafinanz has a proven track record of advising companies like yours on the agile development of innovative solutions and their implementation on the organizational level. We also pass on this knowledge in our SAFe® training courses, where we focus on solidifying your knowledge through discussions and real-life examples. After all, successful implementation relies on accounting for your individual requirements.

How You Benefit

We offer a wide range of SAFe® courses, from introduction workshops to lean portfolio management trainings.

We offer globally recognized original certifications by Scaled Agile Inc. for all courses.

We generally conduct trainings online, which saves you time and money. However, on request we are also happy to provide training on site at your company.

To ensure maximum knowledge transfer, we encourage discussions and provide examples that are relevant to your business.

Our trainers are also consultants. They are intimately familiar with real-life applications. We share this knowledge in our courses.

We are happy to arrange a training program individually tailored to your company at a special rate.

Public Training Dates

SAFe® Product Owner / Product Manager (POPM)
24. / 29. / 30. November 2022
SAFe® Lean Portfolio Management
On request
Leading SAFe® (SAFe® Agilist)
On request
SAFe® Release Train Engineer (RTE)
On request
Leading SAFe® (SAFe® Agilist)
On request
SAFe® for Architects
On request
SAFe® Lean Portfolio Management
On request
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SAFe® for Product Owner / Product Manager (POPM)

Ensure that products and solutions are implemented at the right time by the appropriate experts using adequate techniques.

In an agile organization run based on the SAFe® principle, the product manager and product owner roles ensure that development takes place in line with customer needs and in a manner that creates value for the company. Product managers focus mainly on product strategy issues such as identifying customer needs and long-term product planning. Product owners focus on tactics and execution such as working with teams to establish requirements and incrementally implementing them.

Participants of this training will learn about the activities, tools and mechanisms to effectively execute the role of product owner or product manager to drive value creation in a lean organization.

Other content includes agile release trains (ART) and their value contribution; writing and prioritizing backlog entries from epic to breaking them down into features and stories; planning iterations and program increments; supporting the continuous delivery pipeline and DevOps culture by the product owner and product manager as well as their role in ensuring continuous improvement.

Target audience:
  • Product manager
  • Product owner
  • Business managers and analysts
  • Solution and process owners
  • Portfolio managers, program managers and PMO staff
  • Enterprise, solution and system architects
Content:
  • Importance and requirements for the product owner / manager roles
  • Prepare and lead PI planning events in terms of content
  • Contribute to lean agile principles and values
  • Define epics and break them down into features and stories
  • Manage, prioritize and maintain program and team backlogs
  • Collaborate with teams on planning, execution, estimating and forecasting
  • Identify and advocate customer needs
  • Ensure continuous value delivery
Learning objectives:
  • Learn how to put customers at the center of the agile development and delivery process
  • Understand about the daily tasks of the product owner / manager roles
  • Learn about mechanisms for backlog maintenance, planning and progress measurement
Organization:
  • Online (on-site courses on request)
  • Duration: 3 days
Fee:
  • 1,100 € plus VAT; incl. fee for materials and certification

Schedule your training

If you have any questions about the Leading SAFe® for Product Owner / Product Manager (POPM) training, please feel free to contact me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Datenschutz*
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SAFe® for Executives

What does agile product development mean for my area? What demands does agile transformation place on me as a manager? How can I scale the potential of customer engagement, time-to-market and quality?

In this engaging training, we will deepen your understanding of the agilization of teams, units and organizations.

The Scaled Agile Framework (SAFe®) is the most widely used agile scaling framework in the world. We provide you with an in-depth overview of the principles, structures and processes as well as the roles that make up the framework.

We compare SAFe® with alternative models and illustrate its strengths and limitations. We outline what a good SAFe® implementation entails and what mistakes you should avoid.

SAFe® is designed to provide end-to-end scaling from the team level through to corporate strategy. It offers attractive methods for managing the company portfolio in an agile manner. In particular, we address the alignment of portfolios with corporate strategy as well as dynamic budgeting, the integration of customers into the value creation process, and we introduce metrics for measuring operational and business success.

Target audience:

Leaders and managers who want to gain a solid overview of the possibilities and challenges of a scaled agile framework.

Content:

The specific content is always tailored to the target audience in advance. Possible key areas include:

  • Transfer potentials of agile development to teams of teams and the entire organization
  • Requirements, fears, opportunities associated with the transition to agile leadership
  • Use cases of successful transformations
  • Overview of SAFe® and classification in comparison with other frameworks
  • Typical mistakes and stumbling blocks during implementation
  • Lessons learned and recommendations
  • Agile planning, budgeting and control of large projects
Learning objectives:
  • Understanding the meaning of the terms “lean” and “agile” in the context of an organization
  • Understanding the added value delivered by an agile organization, the necessary framework conditions and the role of management in implementing the shift
Organization:
  • Online (on-site courses on request)
  • Duration: 2h + preparation
Fee:
  • By prior arrangement

Schedule your training

If you have any questions about the Leading SAFe® for Executives training, please feel free to contact me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*
meta redpfeil

Leading SAFe® (SAFe® Agilist)

Leadership provides direction, alignment, support and feedback – an organization is only as agile as its leadership.

In contrast to the traditional understanding of leadership, agile organizations distinguish between professional leadership and employee development. Servant leadership is an underlying concept of the agile leadership method.

Participants of this training course will learn how to execute and lead an agile business transformation using the SAFe® agile scaling framework and its underlying principles of lean thinking and product development flow. The course also imparts a basic understanding of the importance of a lean-agile mindset, building a lean portfolio, the concept of agile release trains for continuous delivery of business value, leadership in the context of agile teams and programs, and establishing a continuous delivery pipeline based on DevOps.

Participants will be able to gain SAFe® Agilist certification subsequent to the training.

Target audience:
  • All employees who want to get started with the topic of scaled agility and get to know SAFe®.
Content:
  • Introduction to the scaled agile framework (SAFe®)
  • Meaning of lean-agile leadership
  • Establishing agility in teams and providing the required technical foundation
  • Experiencing a program increment (PI) planning session
  • Building a continuous delivery pipeline with release on demand, based on a DevOps culture
  • How to address large business solutions and lean systems
  • Leading an agile transformation
Learning objectives:
  • Gaining an understanding of the meaning, principles and tasks of leadership roles in agile organizations
  • Learning methods and tools for leading and transforming a lean-agile organization
Organization:
  • Online (on-site courses on request)
  • Duration: 3 days
Fee:
  • 1.100 € plus VAT incl. fee for materials and certification

Schedule your training

If you have any questions about the Leading SAFe® (SAFe® Agilist) training, please feel free to contact me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*
meta redpfeil

SAFe® Release Train Engineer (RTE)

Setting up, introducing, supporting and coaching an agile release train according to SAFe®

This training is aimed at candidates who already are SAFe® release train engineers (RTE) or will be taking on this role. Participants learn how to build a high-performance agile release train (ART) that delivers end-to-end business value. The main learning objective is to enable participants to act as servant leaders and coaches in the role of an RTE.

Participants will gain a deep understanding of the role and responsibilities of a release train engineer (RTE) in the context of a SAFe® implementation.

They will learn how to set up release trains as well as coach executives, teams and Scrum Masters in dealing with these new structures, processes and ways of thinking. A key component of the training is the preparation, planning and execution of a program increment (PI) event in the context of an extensive simulation.

Participants will be able to gain SAFe® Release Train Engineer certification subsequent to the training.

Target audience:
  • All employees who already have some experience as an agile coach or Scrum Master and are eager to extend their organization and moderation skills.
Content:
  • Introduction to the “Release Train Engineer” role and its responsibilities
  • Applying the SAFe principles
  • Organization of an agile release train
  • Planning and execution of a program increment (PI)
  • Promoting unconditional improvement
  • Supporting the agile release train
  • Continuing the learning journey as a Release Train Engineer
Learning objectives:
  • Understanding the role and responsibilities of the RTE
  • Learning how to build and support ARTs
  • Learning and sharing experiences on methods and tools for supporting an ART
Organization:
  • Online (on-site courses on request)
  • Duration: 3 days
Fee:
  • 2.200 € plus VAT incl. fee for materials and certification

Schedule your training

If you have any questions about the SAFe® Release Train Engineer (RTE) training, please feel free to contact me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*
meta redpfeil

SAFe® DevOps

Improve your own value creation by means of a continuous delivery pipeline

To survive in a disruptive global market, companies must rapidly deliver high-value technology solutions. This requires a common DevOps mindset for all roles involved in defining, building, testing, deploying and releasing software-based solutions – not just for the engineers maintaining a continuous integration/delivery pipeline.

Participants will learn what DevOps is and why and how it is relevant to technical, business and leadership roles. They will jointly design a pipeline tailored to their business for the continuous delivery of value-added solutions.

Participants will be able to gain SAFe® DevOps Practitioner (SDP) certification subsequent to the training.

Target audience:

All employees with direct involvement in the value chain, in particular

  • software developers, testers,
  • Scrum Masters, RTEs,
  • architects and system administrators.
Content:
  • Introduction to DevOps
  • Mapping your continuous delivery pipeline
  • Achieving an orchestrated alignment through continuous exploration
  • Ensuring quality through continuous integration
  • Reducing time-to-market through continuous deployment
  • Delivering business value through release on demand
  • Creating your own action plan
Learning objectives:
  • Understand how to make your supply chain more efficient and automated
  • Design your own DevOps transformation plan
  • Learn value stream mapping and DevOps skills to support your own continuous improvement efforts
Organization:
  • Online (on-site courses on request)
  • Duration: 3 days
Fee:
  • 1.100 € plus VAT incl. fee for materials and certification

Schedule your training

If you have any questions about the SAFe® DevOps training, please feel free to contact me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*
meta redpfeil

SAFe® for Architects

Optimally design enterprise architectures in a scaled agile environment

Enterprise architecture management (EAM) supports transformation processes and related initiatives by providing reusable architecture elements and proven reference architectures. Participants will learn about the changing requirements that lean-agile organizations place on EAM and its roles, such as system, solution and enterprise architects.

They will also learn about the roles, responsibilities and mindset of agile architectures and how to align architectures with business value and promote continuous flow in complex system landscapes that form part of large agile initiatives.

Participants will be able to gain SAFe® Architect certification subsequent to the training.

Target audience:

All employees who are involved in the design of software solutions, e.g.:

  • system, solution and enterprise architects,
  • experienced software developers,
  • product managers, product owners.
Content:
  • Sample lean-agile architecture
  • Architecture for DevOps and release on demand
  • Alignment of the architecture with the corporate value
  • Development of solution visions, solution intentions and roadmaps
  • Preparation of the architecture for program increment (PI) planning
  • Coordination of architecture in PI planning
  • Support of continuous delivery during PI execution
  • Support for new strategic themes and value streams
  • Leadership as an architect during a lean-agile transformation
Learning objectives:
  • Understanding the requirements for architecture and architects in a lean-agile environment
  • Understanding architectural tasks within a continuous delivery pipeline
  • Learning responsibilities based on a case study
Organization:
  • Online (on-site courses on request)
  • Duration: 4 days
Fee:
  • 2.200 € plus VAT incl. fee for materials and certification

Schedule your training

If you have any questions about the SAFe® for Architects training, please feel free to contact me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*
meta redpfeil

SAFe® Agile Product Management

How business owners, product managers and product owners define and implement the vision, strategy and roadmap in agile organizations

The product management team of an agile organization strongly focuses on customers and their feedback and sets ambitious goals for incremental development. The right mindset, skills and tools for applying agile techniques to develop successful products – from idea to market – are critical to success.

Participants will learn how to continuously foster innovation; how to define the vision, strategy and roadmaps needed to enter new markets; and how to deliver exciting products and solutions to customers more quickly in line with the corporate strategy.

Participants will be able to gain SAFe® Agile Product Manager certification subsequent to the training.

Target audience:

All employees involved in designing solutions at the interface between business and technology, e.g.

  • enterprise architects,
  • product managers, product owners,
  • business owners, business analysts.
Content:
  • Analyzing your role as product manager in your lean enterprise
  • Continuous research of markets and customers
  • Strategy development incl. market segmentation
  • Defining strategies and visions
  • Driving design with empathy
  • Developing roadmaps for product solutions
  • Delivering value
  • Managing the economic efficiency of value streams
  • Creating innovation in the value stream
Learning objectives:
  • Understand the skills and tools needed to design value-added products in an agile environment
  • Learn the tools needed to build agile product management systems
Organization:
  • Online (on-site courses on request)
  • Duration: 3 days
Fee:
  • 2.200 € plus VAT incl. fee for materials and certification

Schedule your training

If you have any questions about the SAFe® Agile Product Management training, please feel free to contact me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*
meta redpfeil

SAFe® Lean Portfolio Management

Collaboratively manage and budget portfolios, value streams and solutions

It takes a harmonized strategic and portfolio strategy in order to tap the potentials of an agile organization. Clearly defined, quantifiable objectives, budgeting and coordinating value streams as well as setting up, continuously reviewing and controlling initiatives are among the main tasks of lean portfolio management (LPM).

Participants will learn the tools and practices of the three lean portfolio management dimensions of the scaled agile framework:

  • control and financing of investments,
  • agile portfolio operations and
  • lean governance.

Participants will be able to gain SAFe® Lean Portfolio Manager certification subsequent to the training.

Target audience:

All employees

  • whose responsibilities involve planning, controlling and financing solutions as well as strategically embedding these tasks in the business context,
  • who want to understand how to better embed agile software development in a larger business context.
Content:
  • Defining a portfolio in line with the corporate strategy
  • Creating a portfolio vision and initiatives for its implementation
  • Budgeting value streams and defining budgeting guidelines
  • Prioritizing, controlling and coordinating initiatives in a portfolio Kanban
  • Supporting value streams through Agile PMO and communities of practices
  • Measuring the LPM performance
  • Planning the introduction of an LPM
Learning objectives:
  • Gain an understanding of how to establish lean portfolio management to link the strategic and operational side of the business.
  • Learn tools and techniques for defining, measuring, optimizing and focusing the value of the company portfolio
Organization:
  • Online (on-site courses on request)
  • Duration: 3 days
Fee:
  • 1.500 € plus VAT incl. fee for materials and certification

Schedule your training

If you have any questions about the SAFe® Lean Portfolio Management training, please feel free to contact me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*
meta redpfeil

Hands-On Workshop: DevOps Value Stream Mapping

What does our software delivery pipeline look like and how can we improve it in terms of speed and quality? To this end, this workshop identifies concrete optimization strategies using lean-agile analysis methods (value stream mapping).

The software delivery pipeline includes all steps from the initial product idea to development, quality assurance, deployment and provision to the customer (release). Value stream mapping has two objectives:

  1. Detection and reduction of bottlenecks in the individual process steps and during handovers.
  2. Visualization and measurability of operational and business metrics.

In an optimal software delivery process, the individual steps should interlock such that a continuously flowing value stream is generated. The analysis and optimization of the pipeline is based on international best practices, in particular the SAFe DevOps Health Radar. Our workshop concludes with the definition of concrete measures and a discussion.

Participants:

Managers, lead engineers, QA managers and all colleagues involved in the software delivery pipeline.

Content:

The workshop is divided into 5 steps:

  • Actual status
    Identification and documentation of the software delivery pipeline
  • Analysis
    Calculation of process efficiency and quality
  • DevOps maturity
    Reflection and evaluation of own methods on the basis of the SAFe DevOps Health Radar
  • Optimization potential
    Joint development of concrete fields of action
  • Measures
    Prioritization and planning of improvement initiatives
Results
  • Gain transparency about the scope, efficiency and quality of the software delivery pipeline
  • Improvement measures according to best practice standards
  • Optimization of lead time and delivery quality
  • Increasing the measurability of value creation and improvement
Organization:
  • Online (on-site courses on request)
  • Duration: 2 days
Fee:
  • By prior arrangement

Schedule your training

If you have questions about the DevOps Value Stream Mapping hands-on workshop, please feel free to get in touch with me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*
meta redpfeil

Hands-On Workshop: Participatory Budgeting

How does modern budgeting work? How can budget allocation be based on expert opinions from your own organization? How do we arrive at resilient roadmaps that at the same time allow for necessary adjustments along the way?

When funding development projects and portfolios, decisions must be made about how to allocate a limited budget among projects, solutions, initiatives, epics, or other types of endeavors. Traditional projects usually rely on annual budget planning, which is implemented through complex, hierarchical decision-making processes. Annual or even more far-reaching roadmaps are drawn up on the basis of estimates that cannot be substantiated.

Participatory budgeting (PB) is a lean and flexible budgeting strategy for both agile and traditional organizations: Two to four times a year, specialists and technical experts meet to agree transparently and collaboratively on the budgeting for the next term. This makes the purpose and scope of projects more transparent and provides a more solid foundation for budget decisions. Roadmaps are derived based on more accurate estimates, while still allowing for adaptation.

Participants:

Strategy, planning, control and financing managers of software solutions as well as architects, product managers and technical experts from the relevant fields.

Content:

Our services cover the entire PB process and are divided into the following steps:

Preparation

  • Determination of evaluation criteria (business performance indicators), comparison structures (lean business case) as well as budget scope/requirements
  • Training of the participants and review of the projects

One-day PB event

  • Project pitch incl. minimum viable product for new projects
  • Budgeting in groups

Follow-up

  • Synthesis of results and derivation of trends
  • Decision basis for full, partial or suspended budgeting for the coming period
  • Consolidation of the decision in a roadmap

Results

  • Transparency on added value and early evaluation of projects
  • Sound and efficient budget decisions based on interdisciplinary assessments of different stakeholders
  • Multiple budget adjustments per year possible
Organization:
  • Online (on-site courses on request)
  • Duration: 1 day + preparation
Fee:
  • By prior arrangement

Schedule your training

If you have questions about the Participatory Budgeting hands-on workshop, please feel free to get in touch with me.

Your contacts
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

"*" indicates required fields

Name*
Data Protection*

Do you want to shift to agile work – even across team boundaries or maybe even across the entire organization? If you have any questions about the various SAFe® trainings, please feel free to reach out to me.

Your contact
Matthias Besch sw

Dr. Matthias Besch

matthias.besch@metafinanz.de

metafinanz Informationssysteme GmbH
Leopoldstraße 146, 80804 München Theodor-Heuss-Str. 30, 70174 Stuttgart
Telefon: 089 36 05 31-0
Telefax: 089 36 05 31-50 15
E-Mail: kontakt@metafinanz.de