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How to Facilitate a SAFe® ART Health / SAFe® Portfolio Health Assessment

Session Purpose and Outcomes:

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SAFe® ART Health Radar and SAFe® Portfolio Health Radar


Agenda:

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Preparation:

  1. Ensure the right attendees are being invited. (Leaders and coaches of an Agile Release Train or Portfolio).
  2. Set up the team in AgilityHealth® or review and update the existing team
    1. Follow this tutorial on setting up teams: Set Up and Manage Teams 
    2. Include leaders of the ART or Portfolio
    3. If you have some people who you would like to complete the assessment to provide their input but who will not be part of the growth team, you can include them as Stakeholders. For the SAFe® ART Health Radar, for example, this might include Product Owners, ScrumMasters and other representatives from the teams. Stakeholders for the these radars will receive a survey with the same questions as team members. Their responses can be filtered when viewing the radar results.
  3. Set up the assessment
    1. Follow this tutorial to learn how to set up an assessment: How do I Create and Launch an Assessment
    2. If the SAFe® Release Train Health or SAFe® Portfolio Health radars are not available for selection in the Assessment Type drop-down in the ‘Add Assessment’ wizard, contact your Company Admin or support@agilityhealthradar.com to make sure the radar is enabled for your company.
    3. On the last page of the ‘Add Assessment’ wizard, save the assessment as draft and don’t launch it until you are ready for the participants to take the survey.
  4. Prepare for the facilitation
    1. Review the questions for the radar: SAFe® 4.5 Release Train Health and SAFe® 4.5 Portfolio Health  
    2. If you are not familiar with the train or portfolio, meet with the Release Train Engineer or people in other key roles to get some background information prior to the session.

Facilitation Tips:

  • Complete the Assessment: Once the team is familiar with the survey questions, you may want to send the survey in advance (we recommend no more than a week in advance). This will free up more time in the retrospective for discussion and developing the growth plan.
  • Analysis and Discussion: You can have the group break into smaller groups of 2-3 and discuss an area of the radar to identify the top gaps they see and report back to the larger group. (This is a 10-15 minute activity.)
  • Identify Top Gaps: Gather the list of opportunities from the analysis and use dot/straw voting to select the few top items the group wants to focus on.
  • Write 2-3 Growth Items for the Top Gaps: Form small groups to work on stories for the top 2-3 items and then present to the rest of the group for feedback.
  • Gain Consensus on Ownership: At least one person will need to volunteer to take ownership of each growth item. The owner(s) will need to take an action item to write acceptance criteria, prior to the team’s first planning session.
  • Next Steps: Facilitate a discussion with the group to determine the Agile ceremonies and cadence that they can agree to for how they will work together as a continuous improvement team.

Room Organization:

  • Small tables for group discussion and collaboration
  • Sticky note pads and markers for each table
  • Projector, screen and laptop/PC (to display assessment results during group discussion)

Supplies:

  • Sticky note pads
  • Sharpie markers
  • Flip chart markers
  • Post-it Flip chart pads
  • Easels (2-3)
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