This meeting will qualify for 1 hour of Strategic & Business Management credit.
Title. Lean & Agile Enterprise Frameworks: Using SAFe 4.5 to Manage U.S. Government Agencies, Portfolios, & Acquisitions
Abstract. Dr. David F. Rico will give a presentation on "Lean & Agile Enterprise Frameworks: Using SAFe 4.5 to Manage U.S. Government Agencies, Portfolios & Acquisitions." Lean and agile methods are well-established models for managing high-risk, time-sensitive R&D-oriented new product development (NPD) portfolios products and services with demanding customers and fast-changing market conditions. In fact, lean and agile methods are now used by over 95% of public and private sector organizations worldwide. The Scaled Agile Framework (SAFe) is a de facto international commercial standard for managing large information technology (IT) intensive portfolios, programs, projects, and teams. SAFe is used for the purpose of scaling lean and agile principles to large organizations, enterprises, portfolio, and multi-project programs (for government agencies, acquisitions, and complex large-scale systems of systems). SAFe lean and agile portfolio management principles are now used by nearly 30% of organizations constituting 130,000 professionals in over 100 countries. Furthermore, SAFe is emerging as the body of knowledge for lean and agile portfolio management, program and project management, systems and software engineering, and new product development (NPD) in-general. SAFe is a multi-level model consisting of best practices, recommendations, guidelines, and tools for enterprise-wide lean and agile budgeting, portfolio and value stream management, cross-cutting enterprise-wide workflows and threads, management of complex acquisitions and programs, and multi-team project management, governance, and synchronization. At its most rudimentary level, SAFe provides the program management and systems engineering discipline necessary to build complex, enterprise-wide mission and safety-critical systems, while retaining the flexibility, adaptability, and market-responsiveness of lean and agile principles. Therefore, SAFe is emerging as the de facto industry standard for Global 500 firms, stall worth U.S. manufacturing industries and firms, top U.S. financial institutions, U.S. federal healthcare institutions, major U.S. defense contractors, and public-sector agencies such as the U.S. DoD.
Dr. Rico will establish the context, provide a definition, and describe the value-system for lean and agile portfolio, program, and multi-team project management (as well as performance measurement). He’ll provide a brief introduction to SAFe, highlighting its newest features linking lean-budgeting, investment management, and business cases to hypothesis testing-based innovation management, continuous integration, continuous delivery, continuous deployment, development operations (DevOps), and program objectives, increments, and releases. He’ll then walk the audience through each of SAFe’s four major levels and the associated principles, practices, and tools (illustrating case studies; tips, tricks, and techniques; and personal experiences along the way). He'll provide a closer look at SAFe's multi-tier requirements model of epics capabilities, features, and user stories; provide a detailed roles and responsibilities (RACI) matrix; explain and illustrate key SAFe metrics and related concepts, describe SAFe case studies and cloud computing applications, identify SAFe change management techniques and roadmaps; and close with SAFe adoption statistics, a summary, parting principles, lessons learned, further resources, and a host of related roadmaps, comparative analyses to competing frameworks, metrics, models, and quantitative performance outcomes. This briefing has been warmly received by multiple U.S. government agencies, contractors, and PMI audiences throughout Baltimore-Washington, DC.
- • Define, differentiate, and distinguish the principles and practices of lean and agile frameworks.
- • Explain how SAFe exemplifies the principles, practices, and ideals of a lean and agile framework.
- • Illustrate the design, principles, and practices of SAFe’s portfolio, solution, program, and team levels.
- • Master policies, governance, processes, roles, responsibilities, and artifacts of SAFe’s four major levels.
- • Describe SAFe’s multi-level requirements model, roles and responsibilities, and metrics in greater detail.
- • Master SAFe case studies, practical applications, change management tools, and implementation roadmaps.
- • Explain the business case for SAFe, adoption and proliferation statistics, and underlying SAFe economic models.
Biography. Dr. Rico oversees a multi-billion-dollar IT portfolio. He’s been a technical leader in support of NASA, Navy, Air Force, and Army for over 30 years. He has led over 30 change initiatives based on Cloud Computing, CI, CD, DevOps(Sec), Microservices, Lean, Agile, SOA, Web Services, Six Sigma, FOSS, PMBoK, ISO 9001, CMMI, Baldrige, TQM, DoDAF, DoD 5000, etc. He specializes in IT investment analysis, portfolio valuation, and organization change. He’s been an international keynote and conference speaker, authored seven textbooks and numerous articles, and is a frequent PMI, INCOSE, ALN, and SPIN speaker. He is a Certified PMP, CSEP, ACP, CSM, FCP, FCT, SAFe Agilist, and DevOps expert, and teaches at seven Washington, DC universities. He holds a B.S. in Computer Science, M.S. in Software Engineering, and D.M. in Information Systems. He has been in the IT field since 1983.