2 Days

IIBA CDUs: 14 Prerequisites: None. Audience: This course was developed for students with a foundational knowledge of agile and SAFe processes and principles. We recommend this course for anyone working in a scaled agile environment, but it is especially helpful for product owners, business analysts, product managers, scrum masters, architects, shared services managers, project managers, program managers, PMO managers, initiative/ epic owners, DevOps managers, systems analysts, or any other team member involved with the planning of an agile project.


In this course, we will level-set your multi-team framework and identify areas where implementing the framework may be too heavy. Then we will work through intensive case studies to apply SAFe concepts and identify healthy habits in a scaled agile culture. During these case study activities, we will address your issues as we walk through the team, program, and portfolio level activities.

  • You’ve taken an introduction to SAFe class.
  • You’ve started implementing SAFe.
  • One of your team members has been SAFe certified.

Regardless of where you are in the implementation process, you need to make the process work for your organization. The beauty of agile is its flexibility and focus on lean processes and the concept of “just enough”. This core concept doesn’t need to be forgotten when scaling agile in your organization. This course will answer the question, “How much SAFe does your organization need?”

Learning how to go agile and do analysis in agile is one thing (hopefully, you took our Agile Business Analysis course), but scaling agile in a medium to large organization is another effort entirely. As simple as the agile methodology wants to be, it can get complicated when you bring multiple teams into the mix. The Scaled Agile Framework (SAFe) is a specific approach to scaling and structuring agile by helping teams manage dependencies and risk through coordination and communication at the program and portfolio level.



  • Understand how different agile environments impact roles, planning, and ceremonies for SAFe
  • Review the top-down hierarchy of managing value with emphasis on the portfolio and program
  • Align analysis techniques with each stage and step in the SAFe framework
  • Understand how to best facilitate communication among the SAFe stakeholders (i.e. portfolio managers, product managers, product owners, scrum masters, special services, release managers)
  • Develop portfolio initiatives, epics, themes, features, and capabilities for the purposes of building the right solution and tracing value
  • Apply elicitation and analysis to help make the best decisions at the portfolio and program level
  • Outline the role analysis plays in managing, estimating, and prioritizing the portfolio and release plan
  • Identify and negotiate the factors associated with ready and done
  • Practice portfolio and release planning using case studies and mock exercises
  • Effectively establish a triage approach to manage the flow of new initiatives
  • Identify how a portfolio or program level analyst helps manage changing needs.