Measure & continuous improvement

Inspect & Adapt (SAFe)

Increment demo, metrics, problem-solving workshop at the scale of the train.

When. The retro of a release train: systemic problems do not get solved in a team retro.

Duration
4 h
Participants
All teams of the train
Output
Planned systemic improvement
Stage
Scale-up · Mature
PI demoMetricsProblemsRoot caus…Actions
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Filled example

PI demoGuided onboarding +SMS invites: a newcompany live in 4days on stagePennylane beta: 9 of12 companies pushinginvoices nightlyMetricsTime-to-first-10-interventions:14 days → 6 days,objective was 5PI predictability:71 % of committedobjectives deliveredProblemsOffline sync v1slipped a fullsprintIntegrations squadran at two engineersinstead of threeField app absorbed30 % of its capacityin cross-team asksAccount mappingstuck 8 of 10blocked betacompaniesRoot causesDispatch API v2contract agreed insprint 2, testedonly in sprint 3Hiring pipelineowned by nobodyafter MayNo capacity reservedfor dependencies inplanningActionsAPI contracts signedwith a stub beforethe PI starts, TomÉlise owns theIntegrations hireuntil it closesEach team reserves20 % capacity fordependencies in PI2, Karim

Example data. Fieldnote is a fictional company used to fill all 61 boards, so the examples tell one consistent story.

Scale-up Fieldnote, Inspect & Adapt at the end of the first PI with all four teams, half a day, Karim as RTE for lack of one.

What the team took away

The problem-solving hour landed on one systemic cause, contracts agreed too late; the 20 % dependency reserve becomes a PI 2 rule for all four teams.

How to run it

Preparation

Agenda

  1. 60 min
    PI system demo
    Each team demos its increment in 8 minutes on the integrated system, not on a local branch. Business owners ask questions; nobody explains why something is missing.
  2. 30 min
    Quantitative review
    RTE reads the metrics: program predictability, objectives achieved, defects, cycle time. Compare to the previous PI. No discussion yet, facts only.
  3. 30 min
    Problem identification
    Everyone writes problems on stickies, silent, then reads them. Cluster. Vote with three dots each. Keep the top 3 to 5 problems for the train, not per team.
  4. 60 min
    Root cause analysis
    Split into groups, one problem each. Fishbone or five whys until the cause is a process or a structure. Each group presents its root cause in 3 minutes.
  5. 40 min
    Actions and owners
    Brainstorm solutions per root cause, vote, keep one per problem. Each becomes a backlog item for the next PI with a named owner. Read them all aloud before closing.
  6. 20 min
    Close
    Business owners say what they will change on their side. RTE confirms which actions enter the next PI Planning as features.

Pitfalls

Afterwards

The improvement items enter the next PI Planning as features with capacity reserved. The RTE tracks them on the program board like any other feature and reports on them at the next Inspect & Adapt.

Source : Scaled Agile

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