SAFe-APM Questions and Answers

A portfolio canvas is a visual tool that defines and communicates the value streams, solutions, customers, budgets, and key activities and events of a SAFe portfolio. It describes how a solution fits into the overall strategy by showing the value proposition, the customer segments and relationships, the key performance indicators, and the alignment with the strategic themes and the portfolio vision. A portfolio canvas provides business context by helping the portfolio stakeholders understand and align on the portfolio strategy, and by guiding the Agile teams and ARTs in delivering value to the customers and the enterprise.

References:

Portfolio Canvas: This article from the Scaled Agile Framework explains the concept and purpose of the portfolio canvas, and how it can be used to define and manage the portfolio strategy and execution.

What is SAFe Portfolio Canvas : What are its Sections and Blocks: This article from StarAgile provides a detailed guide on how to create and use a portfolio canvas, with examples and templates for different types of portfolios.

The Golden Circle is a framework developed by Simon Sinek that suggests that the most effective way to communicate a product or service to prospective customers is to start with the “why” - the core purpose, belief, or cause that drives an organization or individual. By explaining the “why” before the “how” (the strategies and methods) and the “what” (the products, services, or offerings), the communicator can inspire and connect with the customers on a deeper level, and differentiate themselves from the competitors who focus on the features or benefits of their products or services.

References:

Frameworks for Setting Company Priorities: The Golden Circle: This article from Geckoboard explains how the Golden Circle can help organizations align their actions and strategies with their purpose and values, and communicate them effectively to their customers and stakeholders.

How to Use the Golden Circle in Business: This article from ActiveCampaign provides a detailed guide on how to apply the Golden Circle to various aspects of business, such as marketing, sales, customer service, and leadership.

Golden Circle: A different approach for a unique value proposition: This article from ThePowerMBA illustrates how the Golden Circle can help businesses create a unique value proposition that resonates with their customers and stands out from the crowd.

One of the key job functions that differentiates a Product Manager from a Product Owner (PO) in SAFe® is prioritizing the backlog. A Product Manager is responsible for defining and prioritizing the features and capabilities that deliver value to the customers and the business. A Product Manager owns and maintains the Program Backlog, which is the single source of truth for the work that needs to be done by the Agile Release Train (ART). A Product Owner, on the other hand, is responsible for defining and accepting the user stories that implement the features and capabilities. A Product Owner owns and maintains the Team Backlog, which is the subset of the Program Backlog that the Agile Team works on. A Product Owner collaborates with the Product Manager to align the Team Backlog with the Program Backlog and the Vision.

References:

Product and Solution Management - Scaled Agile Framework

Product Owner (PO) Sync - Scaled Agile Framework

SAFe Product Manager vs Product Owner - Striking Differences - KnowledgeHut

T-Shirt sizing is a sizing standard that is used to estimate Feature effort in the analysis stage of the ART Kanban. T-Shirt sizing is a relative estimation technique that uses predefined categories, such as XS, S, M, L, XL, to assign a size to a Feature based on its complexity, uncertainty, and dependencies. T-Shirt sizing is a quick and simple way to compare and prioritize Features without getting into too much detail or precision. T-Shirt sizing also helps to calculate the Weighted Shortest Job First (WSJF) value of a Feature, which is a prioritization method that considers the cost of delay and the job size.

References:

ART and Solution Train Backlogs - Scaled Agile Framework

ART Kanban - Scaled Agile Framework

New and Updated Kanban Articles provide more effective guidance for …

Program and Solution Kanbans - Scaled Agile Framework

A story map is a visual tool that helps product teams organize and prioritize user stories based on the user journey and the value they deliver. A story map shows the main activities or steps of the user journey as the backbone of the feature, and the stories that support each activity as the slices of the feature. A team would create a story map when stories work together to support a workflow, because it helps them to understand and communicate the big picture of the user goals and needs, and to identify the minimum viable product (MVP) scope.

References:

Story Mapping: This article from the Scaled Agile Framework explains the purpose, process, and benefits of story mapping, and provides an example of how it can be used in a SAFe context.

User Story Mapping: Discover the Whole Story, Build the Right Product: This book by Jeff Patton, the creator of story mapping, provides a comprehensive guide on how to use story mapping to create better products and services that delight customers.

How to Create a User Story Map: Step by Step Guide with Examples: This article from Miro provides a detailed guide on how to create a user story map, with examples and templates for different types of products and services.

Personas are fictional characters that represent the ideal customers or users of a product or service. They help product teams understand and empathize with the needs, goals, and preferences of their target segments. Personas explain how the customers want to use the product by describing their behaviors, motivations, pain points, and expectations. Personas also help product teams design and deliver solutions that meet the customer needs and create value.

References:

Personas: This article from the Scaled Agile Framework explains the concept and purpose of personas, and how they can be used in a SAFe context to support customer-centricity, design thinking, and lean UX.

What are Personas?: This article from Agile Alliance defines personas and describes their benefits and characteristics. It also provides some tips and examples on how to create and use personas effectively.

Outcome metrics are the metrics that measure the impact and value of a product on the customers and the business. Outcome metrics help product managers to guide the evolution of the products by focusing on the desired outcomes and benefits, rather than the outputs and features. Outcome metrics also help product managers to validate the assumptions and hypotheses behind the product strategy, and to iterate and improve the product based on customer feedback and data.

References:

Outcome Metrics - Scaled Agile Framework

5 Essential Metrics for Product Managers

Output vs. Outcome Metrics: What’s the Difference? | ProductPlan

According to the Scaled Agile Framework, the Portfolio Backlog contains the highest-level portfolio epics, which are large, cross-cutting initiatives that require analysis, approval, and funding by the Lean Portfolio Management (LPM) team1. The ART Backlog contains the features, which are services provided by the system that fulfill stakeholder needs2. Features are derived from epics and are typically implemented by one Agile Release Train (ART) within one Program Increment (PI)3. Therefore, Request 1, which is an incremental innovation that can be done by one ART in one PI, should be added to the ART Backlog as a Feature. Request 2, which is a major opportunity impacting multiple stages of the Value Stream and requiring the participation of two ARTs over multiple PIs, should be added to the Portfolio Backlog as an Epic.

References:

Portfolio Backlog: This article from the Scaled Agile Framework explains the purpose, structure, and content of the Portfolio Backlog, and how it is managed by the LPM team using the Portfolio Kanban system.

Features: This article from the Scaled Agile Framework defines the concept of features, their attributes, and their relationship with epics and stories.

ART Backlog: This article from the Scaled Agile Framework describes the role, composition, and management of the ART Backlog, and how it supports the PI Planning process.

The strategic sweet spot of a company is where it meets customer’s needs in a way that rivals can’t, given the context in which it competes12. It is where the company’s capabilities match customer needs in a way that the competition can’t. Finding the strategic sweet spot is a key challenge of strategic thinking and a source of competitive advantage.

References:

How to find your strategic sweet spot and why it matters

The Strategic Sweet Spot - Harvard Business Review

Design Thinking and the Continuous Delivery Pipeline (CDP) are both approaches that aim to deliver value to customers by understanding their needs, validating assumptions, and iterating on solutions. Design Thinking is a creative process that involves empathizing with customers, defining the problem, ideating possible solutions, prototyping, and testing. The CDP is a workflow that consists of four aspects: Continuous Exploration, Continuous Integration, Continuous Deployment, and Release on Demand. The CDP enables the delivery of small batches of new functionality, which are then released to fulfill market demand. Both Design Thinking and the CDP use feedback from customers to improve products, as feedback loops are essential for learning and adapting to changing needs and preferences.

References:

Design Thinking - Scaled Agile Framework

Continuous Delivery Pipeline - Scaled Agile Framework

Introduction to Continuous Delivery in SAFe | CDP in … - PremierAgile

According to the SAFe® Agile Product Management APM (6.0) documents and learning resources, Business Owners are key ART stakeholders who have the primary business and technical responsibility for return on investment (ROI), governance, and compliance. They are critical for evaluating fitness for use and actively participating in solution development. They can provide current business feedback to guide feature enhancements by assessing the value proposition, the competitive advantage, and the expected market share of the features. They can also help align the features with the product vision and roadmap, and prioritize them based on the WSJF method.

References:

Business Owners - Scaled Agile Framework

Customer Centricity - Scaled Agile Framework

WSJF - Scaled Agile Framework

A journey map is a research technique that is used to develop personas. A journey map is a visual representation of the steps, interactions, and emotions of a user as they go through a process or a service. A journey map can help develop personas by identifying the pain points, opportunities, and gaps in the current state, and by generating ideas for improving the user experience and value proposition in the future state. A journey map can also help communicate the user needs and expectations to the stakeholders and align them on a common vision and goal.

References:

Journey Maps - Scaled Agile Framework

Journey Mapping 101 | Nielsen Norman Group

Journey Mapping: The Ultimate Guide | Miro

Journey Mapping: How to Create One and Why It’s Important

Gemba is a Japanese term that means “the real place” or “the place where value is created”. In the context of the CDP, Gemba refers to the practice of going to the source of customer needs and feedback, and observing and learning from them. Gemba is an integral part of Continuous Exploration (CE), which is the first aspect of the CDP that drives innovation and fosters alignment on what should be built. CE involves applying Customer Centricity and Design Thinking to understand and create alignment on new development opportunities, and validating them with customers using hypothesis-driven experiments.

References:

Continuous Exploration: This article from the Scaled Agile Framework explains the purpose, process, and benefits of CE, and how it uses Gemba, design thinking, and lean startup methods to explore the market and customer needs, and define a vision, roadmap, and set of features for a solution.

Gemba Walk: How to Drive Continuous Improvement in Manufacturing with Connected Work: This article from Parsable describes how Gemba walks can help manufacturing leaders and teams identify and solve problems, improve processes, and increase customer value. It also provides some tips and best practices for conducting effective Gemba walks using connected worker technology.