Agile Product Owner for Financial Services

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Duration 2 days – 14 hrs

 

Overview 

 

This course is tailored to equip Product Owners with the skills necessary to manage financial products in an Agile environment. Participants will learn how to effectively manage the product backlog, prioritize features and compliance requirements, oversee the Agile financial product lifecycle, and engage stakeholders in banking projects.

 

Objectives

  • Product Owners and aspiring Product Owners in financial institutions.
  • Project managers and product managers in banking.
  • Agile team members involved in financial product development.

 

Audience  

  • Product Owners and aspiring Product Owners in financial institutions.
  • Project managers and product managers in banking.
  • Agile team members involved in financial product development.

 

Pre- requisites   

  • Basic knowledge of Agile and Scrum principles is recommended.

Course Outline 

 

Introduction to SAFe in Financial Services

 

  • Overview of SAFe and its relevance for large banks.
  • Benefits of scaling Agile in the banking sector.

Implementing SAFe in Financial Services

 

  • Steps to establish a SAFe foundation in banking.
  • Key SAFe roles and their alignment in financial services.

 

Agile Portfolio Management for Banking

 

  • Managing an Agile portfolio within a bank.
  • Ensuring alignment with strategic objectives and financial regulations.

 

Financial Regulatory Requirements in SAFe Environments

 

  • Incorporating compliance into SAFe processes.
  • Creating traceable, audit-ready Agile documentation.

 

Scaling Scrum Across Banking Teams and Departments

 

  • Strategies for coordinating Agile teams across large banking institutions.
  • Frameworks for maintaining consistency in Scrum practices.

 

Case Studies and Practical Application

 

  • Examples of SAFe implementation in financial services.
  • Group exercises on SAFe roles, structures, and scaling strategies.

 

Final Review and Q&A

 

  • Summary of SAFe implementation steps in banking.
  • Open forum for discussing challenges and solutions.
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