®

Leading SAFe
Thriving in the Digital Age with Business Agility
5.0.1

S.0
A.1
Fe® Cou rse - Atte nding this c ours e give s stu dents acce ss to the SAF e Agilist e xam and rel ated pr epa ratio n m ateri als.
5

SAFe® Course - Attending this course gives

students access to the SAFe Agilist exam and
related preparation materials.

Digital Student Workbook

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SAFe® Cou rse Att endi ng this cou rse gives st ude nts ac cess t o th e SAFe® A gilist exa m a nd relat ed p rep ara tion mat erials.

Table of Contents
Privacy Notice ........................................................................1
Digital Workbook User Guide..................................................2
Lesson 1: Thriving in the Digital Age with Business Agility ...........7
1.1 Thrive in the digital age .....................................................8
1.2 Describe SAFe as an operating system for Business
Agility ................................................................................... 15
1.3 Explain the Seven Core Competencies of Business
Agility ................................................................................... 19
Lesson 2: Becoming a Lean-Agile Leader .................................. 35
2.1 Embrace the Lean-Agile Mindset .................................... 36
2.2 Apply Lean and Agile at scale with the SAFe
Principles ............................................................................. 50
Lesson 3: Establishing Team and Technical Agility .................... 89
3.1 Form cross-functional Agile Teams ................................. 92
3.2 Build quality in ................................................................ 96
3.3 Organize Agile Release Trains (ARTs) around the
flow of value ......................................................................... 98
Lesson 4: Building Solutions with Agile Product Delivery.......... 103
4.1 Apply Customer Centricity with Design Thinking ........... 106
4.2 Prioritize the Program Backlog ...................................... 115
4.3 Participate in PI Planning .............................................. 129
4.4 Develop on Cadence; Release on Demand ................... 147
4.5 Build a Continuous Delivery Pipeline with DevOps ........ 156
Lesson 5: Exploring Lean Portfolio Management ..................... 169
5.1 Define a SAFe portfolio ................................................. 170

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 5.2 Connect the portfolio to Enterprise strategy ...................176
5.3 Maintain the Portfolio Vision ..........................................183
5.4 Establish portfolio flow ..................................................187
5.5 Fund Value Streams .....................................................194
Lesson 6: Leading the Change ................................................201
6.1 Lead by example ..........................................................202
6.2 Lead the change ...........................................................204
Lesson 7: Becoming a Certified SAFe Agilist ...........................209
7.1 Becoming a Certified SAFe Professional .......................210
Glossary ....................................................................................215

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Privacy Notice
Your name, company, and email address will be shared with Scaled Agile, Inc. for
course fulfillment, including testing and certification. Your information will be used in
accordance with the Scaled Agile privacy policy available at
https://www.scaledagile.com/privacy-policy/.

1 | © Scaled Agile, Inc.

Digital Workbook User Guide
Frequently Asked Questions
Q: How can I take notes in my digital workbook?
A: After each lesson, there is a notes page that allows you to type notes directly into
the workbook. Remember to save your workbook to your personal computer to save
any content you may have added.

If you open the digital workbook with a product like Adobe Acrobat, there are
functions that allow you to add your own text boxes, add bookmarks, highlight text,
and add comments. Remember to save your workbook to your personal computer to
save any content you may have added.

For additional assistance in annotating your digital workbook, please refer to the
tutorials and support articles for the PDF reader of your choice.
Q: What other features are included in the digital workbook?
A: Action plan slides are followed by editable digital action plan worksheets. All
videos have a hyperlink directly below the slide that will take you to the correct URL.
If you click on assets in the front matter, you will be taken to resources on the Scaled
Agile Framework website, like the Implementation Roadmap and course certification
pages.
Q: How do I fill out the action plan in my digital workbook?
A: To add text to a blue text field, click within the blue box and type. Remember to
save your workbook to your personal computer to save any content you may have
added.
Q: Is my digital workbook saved on the community platform?
A: The original digital workbook file will always be available to you in your Learning
Plan on the SAFe Community Platform. However, any text or content added to your
digital workbook must be saved on your personal computer. Remember to save your
workbook to your personal computer to save any content you may have added.
Q: Can I share my digital workbook with my coworkers?
A: No. You cannot share your digital workbook. It is for personal use only, so you
may not reproduce or distribute it.
Q: Can I print the digital workbook?
A: Yes. You may print the digital workbook for your personal use. The file is letter
sized and full color, so make sure to adjust your printing preferences accordingly.

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Lesson 1
Thriving in the Digital Age with
Business Agility

Learning Objectives:
1.1 Thrive in the digital age
1.2 Describe SAFe as an operating system for Business Agility
1.3 Explain the Seven Core Competencies of Business Agility

SAFe® Course Attending this course gives students access to the

SAFe® Agilist exam and related preparation materials.

7 | © Scaled Agile, Inc.

 1.1 Thrive in the digital age

1.1 T hriv e in t he di gital a ge

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1.1 Thrive in the digital age

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1.1 Thrive in the digital age

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1.1 Thrive in the digital age

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1.1 Thrive in the digital age

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1.1 Thrive in the digital age

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1.1 Thrive in the digital age

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 1.2 Describe SAFe as an operating system for Business Agility

1.2 Desc ribe SAFe a s an ope rati ng syst em for Bu siness A gility

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1.2 Describe SAFe as an operating system for Business Agility

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1.2 Describe SAFe as an operating system for Business Agility

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1.2 Describe SAFe as an operating system for Business Agility

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 1.3 Explain the Seven Core Competencies of Business Agility

1.3 Explai n th e Seve n Cor e Co mpet encie s of Busi ness Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

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1.3 Explain the Seven Core Competencies of Business Agility

Notes:

Scaled Agile Framework recommended reading for this lesson:

- SAFe for Lean Enterprises
- Business Agility
- Measure and Grow

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Lesson 1 notes

Enter your notes below:

Reminder: If using a digital workbook, save your PDF often so you don't lose any of your notes.
Lesson 2
Becoming a Lean-Agile Leader

Learning Objectives:
2.1 Embrace the Lean-Agile Mindset
2.2 Apply Lean and Agile at scale with the SAFe Principles

SAFe® Course Attending this course gives students access to the

SAFe® Agilist exam and related preparation materials.

35 | © Scaled Agile, Inc.

 2.1 Embrace the Lean-Agile Mindset

2.1 Em brac e th e Le an-Agil e Mi ndset

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2.1 Embrace the Lean-Agile Mindset

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 SAFe Agilist Action Plan

How can you exemplify one of the SAFe core values in your organization?
Exemplifying SAFe’s
Core Values

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2.1 Embrace the Lean-Agile Mindset

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2.1 Embrace the Lean-Agile Mindset

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2.1 Embrace the Lean-Agile Mindset

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2.1 Embrace the Lean-Agile Mindset

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 Lean Mindset Self-Assessment

Step 1: Assess where your team stands in embracing a Lean mindset.

Step 2: Discuss the results of the self-assessment. Do you have similar
low or high scores?

Notes

PROVIDED BY
2.1 Embrace the Lean-Agile Mindset

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 SAFe Agilist Action Plan

How can you improve the Lean-Agile mindset in your organization?

Improving the
Lean-Agile Mindset

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2.1 Embrace the Lean-Agile Mindset

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2.1 Embrace the Lean-Agile Mindset

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2.1 Embrace the Lean-Agile Mindset

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 Agile Principles at Scale

Instructions: Review the Agile Manifesto principles. Check the category for how
the principle applies to implementation at scale in today’s working environment.
Works Not Requires
Principles
as is Applicable rethinking at scale
1. Our highest priority is to satisfy the customer through early and
  
continuous delivery of valuable software.

2. Welcome changing requirements, even late in development.

Agile processes harness change for the customer's   
competitive advantage.

3. Deliver working software frequently, from a couple of weeks to

  
a couple of months, with a preference for the shorter timescale.

4. Business people and developers must work together daily

  
throughout the project.

5. Build projects around motivated individuals. Give them the

environment and support they need, and trust them to get   
the job done.

6. The most efficient and effective method of conveying

information to and within a development team is face-to-   
face conversation.

7. Working software is the primary measure of progress.   

8. Agile processes promote sustainable development. The
sponsors, developers, and users should be able to maintain a   
constant pace indefinitely.

9. Continuous attention to technical excellence and good design

  
enhances agility.

10. Simplicity—the art of maximizing the amount of work not done—

  
is essential.

11. The best architectures, requirements, and designs emerge from

  
self-organizing teams.

12. At regular intervals, the team reflects on how to become more

  
effective, then tunes and adjusts its behavior accordingly.

Notes

PROVIDED BY
 2.2 Apply Lean and Agile at scale with the SAFe Principles

2.2 Apply Lea n a nd Agile at sc ale with the SAFe Prin ciples

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

Notes:

Video links:
Part 1 https://bit.ly/2WWx4MM
Part 2 https://bit.ly/2F9HFtC
Part 3 https://bit.ly/2oEFQPj

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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Video link: https://youtu.be/RRy_73ivcms

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

Notes:

Video link: https://youtu.be/OqmdLcyES_Q

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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 Decentralize Decision-making

Instructions:
Step 1: Consider three significant decisions you are currently facing. Write them
down in the table provided in your workbook.
Step 2: Rate each decision based on the frequency, time criticality, and economies
of scale, assigning the value of 2 or 0.
Step 3: Add the total values: 0 – 3 centralize and 4 – 6 decentralize

Time- Economies
Frequent?
Decision critical? of scale? Total
Y=2 N=0
Y=2 N=0 Y=0 N=2

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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 SAFe Agilist Action Plan

Identify three actions you can take to model and advocate SAFe principles
Advocating in your enterprise.
SAFe Principles

© SCALED AGILE, INC.

2.2 Apply Lean and Agile at scale with the SAFe Principles

Notes:

Scaled Agile Framework recommended reading for this lesson:

- Core Values
- Lean-Agile Mindset
- Lean-Agile Leadership

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Lesson 2 notes

Enter your notes below:

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2.2 Apply Lean and Agile at scale with the SAFe Principles

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Lesson 3
Establishing Team and Technical
Agility

Learning Objectives:
3.1 Form cross-functional Agile Teams
3.2 Build quality in
3.3 Organize Agile Release Trains (ARTs) around the flow of value

SAFe® Course Attending this course gives students access to the

SAFe® Agilist exam and related preparation materials.

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91 | © Scaled Agile, Inc.
 3.1 Form cross-functional Agile Teams

3.1 F or m cr oss-f unctio nal Agile Te ams

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3.1 Form cross-functional Agile Teams

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3.1 Form cross-functional Agile Teams

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3.1 Form cross-functional Agile Teams

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 3.2 Build quality in

3.2 Build quality in

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3.2 Build quality in

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 3.3 Organize Agile Release Trains (ARTs) around the flow of value

3.3 O rga nize Agile R eleas e T rains (ARTs ) a rou nd t he flow of v alue

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3.3 Organize Agile Release Trains (ARTs) around the flow of value

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3.3 Organize Agile Release Trains (ARTs) around the flow of value

Notes:

Scaled Agile Framework recommended reading for this lesson:

- Team and Technical Agility
- Built-in Quality
- Agile Teams
- Agile Release Train

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Lesson 3 notes

Enter your notes below:

Reminder: If using a digital workbook, save your PDF often so you don't lose any of your notes.
3.3 Organize Agile Release Trains (ARTs) around the flow of value

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Lesson 4
Building Solutions with Agile
Product Delivery

Learning Objectives:
4.1 Apply Customer Centricity with Design Thinking
4.2 Prioritize the Program Backlog
4.3 Participate in PI Planning
4.4 Develop on Cadence; Release on Demand
4.5 Build a Continuous Delivery Pipeline with DevOps

SAFe® Course Attending this course gives students access to the

SAFe® Agilist exam and related preparation materials.

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Notes:

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 4.1 Apply Customer Centricity with Design Thinking

4.1 Apply Custo me r Cen tricity wit h Desig n T hinkin g

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4.1 Apply Customer Centricity with Design Thinking

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4.1 Apply Customer Centricity with Design Thinking

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4.1 Apply Customer Centricity with Design Thinking

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4.1 Apply Customer Centricity with Design Thinking

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4.1 Apply Customer Centricity with Design Thinking

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4.1 Apply Customer Centricity with Design Thinking

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4.1 Apply Customer Centricity with Design Thinking

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4.1 Apply Customer Centricity with Design Thinking

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 4.2 Prioritize the Program Backlog

4.2 Prio ritize t he Pr ogr am Ba cklog

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4.2 Prioritize the Program Backlog

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4.2 Prioritize the Program Backlog

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 Describe Features

Instructions: Individually identify three Features from your context. In the

space provided, write the Features and benefit hypothesis for these Features.
Choose one of the Features to discuss with your group and write some
acceptance criteria.

Feature: Multi-factor Benefit Hypothesis: Enhance

authentication user security via both password
and a device.

Feature:

Benefit Hypothesis:

Feature:

Benefit Hypothesis:

Feature:

Benefit Hypothesis:
4.2 Prioritize the Program Backlog

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4.2 Prioritize the Program Backlog

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4.2 Prioritize the Program Backlog

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4.2 Prioritize the Program Backlog

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4.2 Prioritize the Program Backlog

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Video link: https://share.vidyard.com/watch/an1uBZCb5UofhY9WTmH2Xx?

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4.2 Prioritize the Program Backlog

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4.2 Prioritize the Program Backlog

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4.2 Prioritize the Program Backlog

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 Digital Weighted Shortest Job First Calculator

0.00

0.00

0.00

0.00

0.00

0.00

Do one column at a time. Click in the Feature cell to enter the Feature title. Start by picking the smallest item and giving it a “1.”
There must be at least one number “1” in each column of the template. The form will automatically calculate after you enter the Job size.
 4.3 Participate in PI Planning

4.3 Par ticipat e in PI Pla nning

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4.3 Participate in PI Planning

Notes:

The Power of PI Planning video link: https://youtu.be/EF0yGq9XCrA

Remote PI Planning video link: https://vimeo.com/356905542/2dca13969f

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4.3 Participate in PI Planning

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4.3 Participate in PI Planning

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4.3 Participate in PI Planning

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 4.4 Develop on Cadence; Release on Demand

4.4 Dev elop on C aden ce; Rel ease on D em and

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4.4 Develop on Cadence; Release on Demand

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4.4 Develop on Cadence; Release on Demand

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4.4 Develop on Cadence; Release on Demand

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4.4 Develop on Cadence; Release on Demand

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4.4 Develop on Cadence; Release on Demand

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4.4 Develop on Cadence; Release on Demand

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4.4 Develop on Cadence; Release on Demand

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4.4 Develop on Cadence; Release on Demand

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 4.5 Build a Continuous Delivery Pipeline with DevOps

4.5 Build a Con tinu ous Deliv ery Pip eline wit h DevO ps

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 DevOps Myth or Fact Quiz

Instructions: Take this myth or fact quiz individually. Check your results with the
answer key at the bottom of the page that follows the quiz.

Myth Fact

1. DevOps is just about automation  

2. DevOps is a cultural change  
3. You don’t need Lean-Agile to have a successful DevOps implementation  
4. Agile is for development not operations  
5. The deployment pipeline is used to deploy environments as well as solutions  
6. DevOps tries to bridge the gap between new Features and stable solutions  
7. Measurements are an important part of DevOps  
8. Automation of testing reduces the holding cost  
9. DevOps is only for small software companies  
10. Chaos monkey was developed by Netflix  

Notes
4.5 Build a Continuous Delivery Pipeline with DevOps

Notes:

Video link: https://vimeo.com/342037390/3a25026214

Quiz Answers: 1-MYTH | 2-FACT | 3-MYTH | 4-MYTH | 5-FACT | 6-FACT | 7-

FACT | 8-MYTH | 9-MYTH | 10-FACT

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 SAFe Agilist Action Plan

Identify three minimum viable improvements you could execute to

Improving Agile improve Agile Product Delivery.
Product Delivery

© SCALED AGILE, INC.

4.5 Build a Continuous Delivery Pipeline with DevOps

Notes:

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4.5 Build a Continuous Delivery Pipeline with DevOps

Scaled Agile Framework recommended reading for this lesson:

- Agile Product Delivery
- Customer Centricity
- Design Thinking
- WSJF
- PI Planning
- DevOps
- Continuous Delivery Pipeline

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Lesson 5
Exploring Lean Portfolio
Management

Learning Objectives:
5.1 Define a SAFe portfolio
5.2 Connect the portfolio to Enterprise strategy
5.3 Maintain the Portfolio Vision
5.4 Establish portfolio flow
5.5 Fund Value Streams

SAFe® Course Attending this course gives students access to the

SAFe® Agilist exam and related preparation materials.

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 5.1 Define a SAFe portfolio

5.1 Defi ne a SAFe port folio

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5.1 Define a SAFe portfolio

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5.1 Define a SAFe portfolio

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5.1 Define a SAFe portfolio

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 5.2 Connect the portfolio to Enterprise strategy

5.2 Co nnect the po rtfolio to Ent erp rise s trat egy

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5.2 Connect the portfolio to Enterprise strategy

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5.2 Connect the portfolio to Enterprise strategy

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5.2 Connect the portfolio to Enterprise strategy

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5.2 Connect the portfolio to Enterprise strategy

Notes:

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 Identifying Strategic Themes

Instructions:
Step 1: Identify three Strategic Themes that help define the strategy of your
portfolio in the upcoming year.
Step 2: Discuss: Are these differentiators for your business, as opposed to
‘business-as-usual’ items?
Step 3: Be prepared to share with the class
Strategic Theme #1

Strategic Theme #2

Strategic Theme #3
 5.3 Maintain the Portfolio Vision

5.3 M aintai n th e Port folio Visio n

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5.3 Maintain the Portfolio Vision

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5.3 Maintain the Portfolio Vision

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 5.4 Establish portfolio flow

5.4 Esta blish p ortf olio flow

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5.4 Establish portfolio flow

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5.4 Establish portfolio flow

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5.4 Establish portfolio flow

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5.4 Establish portfolio flow

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 Create Epics

Read through the Epic examples and Epic Hypothesis Statement. Continue to the
next page to draft your Epic Hypothesis Statement.

Epic: Develop next- Epic: Maintenance Epic: Automated

generation van programs tailored for electronic inspections
hardware to capture each van based on and tracking
additional data on sensor data
van performance

Epic Hypothesis Statement

Funnel Entry Date: <The date that the epic entered the funnel.>

Epic Name: <A short name for the epic.>

Epic Owner: <The name of the epic owner.>

<An elevator pitch (value statement) that describes the epic in a clear and concise way.>
For <customers>
who <do something>
the <solution>
Epic Description:
is a <something – the ‘how’>
that <provides this value>
unlike <competitor, current solution or non-existing solution>
our solution <does something better — the ‘why’>

<The measurable benefits that the business can anticipate if the epic hypothesis is proven
Business Outcomes:
to be correct.>

<The early measures that will help predict the business outcome hypothesis. For more on
Leading Indicators:
this topic, see the Innovation Accounting advanced topic article.>

Nonfunctional
Requirements <Nonfunctional requirements (NFRs) associated with the epic.>
(NFRs):
 Create Epics

Instructions: In your group, identify an epic from one of your contexts.

Write the epic hypothesis statement. Discuss what could be an MVP to
validate this Epic.

Epic Hypothesis Statement

Funnel Entry Date:

Epic Name:

Epic Owner:

Epic Description:

Business Outcomes:

Leading Indicators:

Nonfunctional
Requirements
(NFRs):
 5.5 Fund Value Streams

5.5 F und Value St rea ms

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5.5 Fund Value Streams

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5.5 Fund Value Streams

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5.5 Fund Value Streams

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5.5 Fund Value Streams

Scaled Agile Framework recommended reading for this lesson:

- Lean Portfolio Management
- Strategic Themes
- Portfolio Vision
- Lean Budgets
- Guardrails
- Portfolio Kanban
- Epics

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Lesson 5 notes

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5.5 Fund Value Streams

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Lesson 6
Leading the Change

Learning Objectives:
6.1 Lead by example
6.2 Lead the change

SAFe® Course Attending this course gives students access to the

SAFe® Agilist exam and related preparation materials.

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 6.1 Lead by example

6.1 L ead by ex ampl e

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6.1 Lead by example

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 6.2 Lead the change

6.2 L ead the c han ge

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6.2 Lead the change

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 SAFe Agilist Action Plan

Identify three action items you can do in the next month to start leading
Leading the Change the SAFe transformation.

© SCALED AGILE, INC.

6.2 Lead the change

Notes:

Scaled Agile Framework recommended reading for this lesson:

- Lean-Agile Leadership
- Implementation Roadmap

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Lesson 7
Becoming a Certified SAFe
Agilist

Learning Objectives:
7.1 Becoming a Certified SAFe Professional

SAFe® Course Attending this course gives students access to the

SAFe® Agilist exam and related preparation materials.

209 | © Scaled Agile, Inc.

 7.1 Becoming a Certified SAFe Professional

7.1 Beco ming a Ce rtifie d SAFe P rofessi onal

Notes:

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7.1 Becoming a Certified SAFe Professional

Notes:

Video link: https://vimeo.com/307578726

About SAFe certification: https://www.scaledagile.com/certifications/about-safe-

certification/

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7.1 Becoming a Certified SAFe Professional

Notes:

Video link: https://vimeo.com/286920560

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7.1 Becoming a Certified SAFe Professional

Certification Exam Sample Questions

These sample questions provide examples of the format and type of questions to
expect on the exam (these are not the actual exam questions). Performance on the
sample questions is NOT an indicator of the performance on the exam, and it should
NOT be considered an assessment tool. A web-enabled version of the sample
questions are now available in a flashcard style format (internet required). Use the
link below to access the sample question bank and begin preparing for certification.

To get started:
1. Click the link below
2. A browser window will open with the sample questions site
3. Click "Start"
4. Use the left-side menu to scroll and select your course
5. Click "Start" to access the sample questions

Sample questions: http://bit.ly/3aqpP4O

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Appendix 1
Glossary

SAFe Glossary:
Visit the Scaled Agile Framework site (scaledagileframework.com/glossary) to
download glossaries translated into other languages

215 | © Scaled Agile, Inc.