Scaled Agile Framework Toolkit

This implementation toolkit equips enterprise agility leads and program managers with structured frameworks, templates, and workflows for consistent Scaled Agile adoption across complex organizations. Upon completion, participants receive a certificate issued by The Art of Service.

Executive Overview

Organizations scaling agile face misalignment between teams, inconsistent practices, and unclear governance. Without standardized processes, initiatives stall and fail to deliver expected outcomes. This toolkit provides structured frameworks, proven workflows, and reference templates that practitioners use to establish alignment, define scalable roles, and implement repeatable planning cycles. The content supports both new agile programs and improvement of existing ones using industry-validated methods.

What You Will Be Able To Do

• Develop a Scaled Agile rollout strategy aligned to organizational structure
• Conduct a maturity diagnostic across five core capability domains using a standardized scoring model
• Establish PI (Program Increment) planning workflows with role-specific checklists
• Create a value stream map identifying agile release trains and dependencies
• Design a lightweight governance model for cross-team coordination
• Build a 30-day implementation plan with weekly milestones and deliverables
• Run a team-level agile assessment using 994+ case-based requirements
• Produce a capability improvement roadmap based on assessment findings
• Implement backlog refinement and prioritization using weighted shortest job first (WSJF)
• Generate progress reports using a pre-filled Excel dashboard with automated scoring

Who This Toolkit Is For

• Agile Program Manager - accountable for cross-team delivery and PI planning execution; uses templates and work plans to coordinate events and track outcomes
• Enterprise Agility Lead - responsible for scaling practices across departments; applies the playbook to design rollout approaches and governance
• Release Train Engineer - facilitates ART execution; uses checklists and dashboards to manage flow and identify bottlenecks
• Change Management Lead - drives adoption of new ways of working; leverages assessment data and maturity models to guide communication and training
• Portfolio Operations Manager - oversees prioritization and funding; applies WSJF and value stream mapping tools to align investment with outcomes

What You Receive Within 24 Hours of Purchase

• 144-chapter implementation playbook (PDF) covering end-to-end Scaled Agile workflow from readiness to sustainment
• 20+ downloadable templates in Excel and Word, including PI planning agenda, team health check, value stream map, WSJF prioritization matrix, ART governance charter, and backlog refinement worksheet
• Self-assessment workbook with 994+ case-based requirements organized across 7 process areas: Team Agility, Program Execution, Portfolio Alignment, Governance, Change Enablement, Measurement, and Continuous Learning
• Pre-filled assessment dashboard in Excel demonstrating results generation and reporting with conditional logic and scoring summaries
• 30-day rollout work plan structured by week with role-specific milestones for readiness, assessment, design, and launch
• Maturity diagnostic across 5 capability domains: Agile Team Proficiency, Program Coordination, Portfolio Strategy, Organizational Enablement, and Performance Measurement

Detailed Module Breakdown

Module 1: Foundations of Scaled Agile

• Core principles of agile at scale
• Differentiating team agile vs. program agile
• Key roles in Scaled Agile Framework (SAFe)
• Overview of ARTs, value streams, and PI cycles

Module 2: Current State Assessment

• Using the 994+ requirement workbook
• Scoring model for capability levels
• Conducting team and program interviews
• Documenting observed practices and gaps

Module 3: Strategy and Alignment

• Defining value streams and ART boundaries
• Aligning portfolio objectives with team backlogs
• Establishing guardrails for funding and scope
• Creating a communication plan for stakeholders

Module 4: Designing the Agile Release Train

• Mapping teams to ARTs
• Defining PI planning cadence and logistics
• Setting up Scrum of Scrums and system demos
• Designing dependency management workflows

Module 5: Implementation Planning

• Building a 30-day rollout schedule
• Assigning role-specific tasks and deliverables
• Preparing templates and tools for launch
• Identifying early success metrics

Module 6: Governance and Coordination

• Establishing lightweight decision forums
• Defining escalation paths and issue resolution
• Creating transparency through dashboards
• Setting up regular health checks and retrospectives

Module 7: Operational Execution

• Running PI planning events with prepared materials
• Managing backlog refinement across teams
• Tracking program predictability and velocity
• Coordinating system integration and testing

Module 8: Optimization and Improvement

• Analyzing PI outcomes and impediments
• Applying root cause analysis to delivery issues
• Adjusting team composition and dependencies
• Refining WSJF and prioritization practices

Module 9: Performance Measurement

• Defining KPIs for team and program health
• Using the pre-filled dashboard to report progress
• Measuring business value delivery per PI
• Tracking cycle time and flow efficiency

Module 10: Capability Development

• Identifying skill gaps across roles
• Designing role-specific learning paths
• Delivering just-in-time training materials
• Supporting coach development and mentorship

Module 11: Sustainability and Scaling

• Embedding practices into operational routines
• Transitioning from project to product mindset
• Scaling to additional value streams
• Managing change fatigue and maintaining momentum

Module 12: Certification and Review

• Completing final assessment and improvement plan
• Reviewing key deliverables against playbook standards
• Submitting completion evidence
• Receiving certificate from The Art of Service

The 994+ Requirements Workbook

The self-assessment workbook is organized across seven process areas: Team Agility, Program Execution, Portfolio Alignment, Governance, Change Enablement, Measurement, and Continuous Learning. Practitioners use it to evaluate current practices, identify improvement opportunities, and build evidence-based action plans. Example questions include: 'Do teams conduct backlog refinement at least once per iteration?', 'Is there a documented process for managing cross-ART dependencies?', and 'Are business outcomes measured and reported after each PI?'. Each requirement is phrased as a verifiable statement with a yes/no/not applicable response option and space for evidence notes.

The 20+ Templates

The toolkit includes editable templates in Excel and Word for PI planning, value stream mapping, WSJF prioritization, team health checks, ART charters, backlog refinement, dependency tracking, and governance meetings. These templates are designed for immediate use and can be adapted to fit internal documentation standards. Each includes instructions and examples to support correct application.

Course Outcomes and Certification

Upon completion, you will have produced 3 concrete deliverables built using the toolkit: a completed maturity assessment with gap analysis, a 30-day rollout plan with role-specific tasks, and a PI planning package including agenda, backlog, and dependency map. The Art of Service issues a certificate of completion confirming demonstrated knowledge and applied capability in Scaled Agile implementation.

Delivery and Access

Single user license. Account in the learning environment provisioned within 24 hours of purchase. Lifetime access to all toolkit updates. Templates in editable Excel and Word. 30-day money-back guarantee.

Common Questions

Q: Is this for established or new Scaled Agile programs?
A: Both. The workbook helps assess current state. The playbook covers both greenfield and improvement scenarios.

Q: How is this different from SAFe certification courses?
A: This toolkit focuses on implementation, not theory. It delivers 994+ requirements, a 144-chapter playbook, and 20+ editable templates-content not provided in standard training.

Q: What format are the templates in?
A: Editable Excel and Word. You can adapt them to your own use.

Q: Is this a single user license?
A: Yes, one purchase is for one individual user. For organization-wide access, reach out via reply for volume pricing.

Q: What level of prior experience is assumed?
A: Familiarity with team-level agile practices is expected. No prior Scaled Agile experience is required.

Ready to Start

One-time payment of $495. Single user license. Access provisioned within 24 hours. Lifetime updates included. 30-day money-back guarantee. Reach us via reply if you want guidance on whether this fits your specific situation before purchasing.