Introduction to SAFe 4.5

Introduction to SAFe 4.5


Dr. David F. Rico, PMP, ACP, CSM

Principal Systems Engineer

PMIWDC Non-Member Rate

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About the Presentation

Dr. David F. Rico will give a presentation on " Lean & Agile Enterprise Frameworks: For Managing Large U.S. Government Cloud Computing Projects." 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.

Learning Objectives

  • 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.
  • 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.
  • Event Location

    REI Systems Inc.
    45335 Vintage Park Plaza
    Sterling, VA, 20166

    PDUs Available: 
    1.00 PDUs for Certified PMs
    Talent Triangle Category: 

    Event Keywords

    Hard Skills

    Certifications Preparation

    Instruction / guidance on preparing for PMI certifications

    Industry / Sector


    Information Technology, including organizations that utilize Agile development methodologies

    About the Speakers

    Dr. David F. Rico, PMP, ACP, CSM

    Principal Systems Engineer

    Dr. Rico is a principal systems engineer with a major defense contractor, where he helps oversee a portfolio of large, multi-billion dollar government computer system programs.  He has been a technical leader in support of NASA, U.S. Air Force, U.S. Navy, and U.S. Army for over 25 years.  He has led numerous projects based on Cloud Computing, Lean Thinking, Agile Methods, SOA, Web Services, Six Sigma, FOSS, ISO 9001, CMMI, Baldrige, TQM, Enterprise Architecture, DoDAF, and DoD 5000.  He specializes in IT investment analysis, IT portfolio valuation, and IT enabled change.  He has been an international keynote speaker, presented at leading industry conferences, written six textbooks, published numerous articles, and is a reviewer for multiple systems engineering journals.  He is a Certified Project Management Professional (PMP), Agile Certified Practitioner (ACP), Certified Scrum Master (CSM), and teaches at three Washington, DC-area universities.  He has been in the field of information systems since 1983.

    About the Loudoun Community

    PMIWDC is pleased to announce a new Community in Loudoun County: PMIWDC - LC! PMIWDC’s Loudoun luncheons are a series of free brown bag luncheons hosted at the REI Systems Headquarters, 45335 Vintage Park Plaza, Sterling, VA 20166, conveniently located near the intersection of Route 28 and Route 606, north of the Dulles Airport. The Loudoun Community Luncheons are held every second Monday of the month, unless posted otherwise. In the event of a holiday, the luncheon will be on the third Monday. (Pre-registration is recommended). PMIWDC – Loudoun Community’s goal is to provide members with a convenient forum for learning, discussion and knowledge exchange. The Luncheons will feature presentations by guest speakers who are PMI-recognized thought leaders, educators and Subject Matter Experts. This series is made possible by the generous support of REI Systems, a recognized leader in federal grants management systems, full-life cycle software development, and open government and transparency solutions.

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