Duration 3 days – 21 hrs
Overview
This course is tailored to help large banking institutions implement the Scaled Agile Framework (SAFe) to achieve effective Agile practices across multiple departments and teams. Participants will learn how to apply SAFe principles within financial services, focusing on Agile portfolio management, compliance with regulatory requirements, and scaling Scrum to ensure coordinated project delivery across the organization.
Objectives
- Understand the SAFe framework and its application in large banking organizations.
- Learn techniques for Agile portfolio management aligned with banking goals.
- Address financial regulatory requirements while scaling Agile.
- Develop strategies for scaling Scrum across departments within banking institutions.
Audience
- Executives, managers, and leaders responsible for Agile transformation in banking.
- Program and portfolio managers overseeing large-scale banking projects.
- Agile coaches, Scrum Masters, and Product Owners in financial services.
- Compliance and regulatory officers working with Agile teams.
Pre- requisites
- Basic understanding of Agile and Scrum principles. Experience in banking operations and project management is beneficial.
Course Outline
Introduction to SAFe for Banking
- Overview of the Scaled Agile Framework (SAFe) and its relevance for large financial institutions.
- Benefits and challenges of scaling Agile in banking.
- Key SAFe principles and how they align with banking operations.
Implementing SAFe in Financial Services
- Steps to set up SAFe in a financial organization.
- Identifying and aligning SAFe roles within banking (e.g., Release Train Engineer, Solution Train Engineer).
- Practical exercise: creating a SAFe roadmap for a banking initiative.
Agile Portfolio Management for Banking
- Aligning Agile portfolios with banking business objectives.
- Techniques for prioritizing and managing a portfolio of banking projects.
- Hands-on activity: defining an Agile portfolio management strategy for a banking scenario.
Managing Financial Regulatory Requirements in SAFe
- Integrating compliance into SAFe practices to meet regulatory standards.
- Ensuring transparency, traceability, and audit-readiness.
- Case study: maintaining regulatory compliance while scaling Agile in banking.
Scaling Scrum Across Banking Teams and Departments
- Coordinating Agile teams across multiple departments in a banking environment.
- Synchronizing efforts, maintaining alignment, and promoting consistency.
- Practical exercise: designing a communication and alignment plan for scaling Scrum.
Continuous Delivery and DevOps in SAFe for Banking
- Integrating continuous delivery and DevOps principles within SAFe.
- Managing risk and quality while delivering banking products.
- Examples of successful DevOps integration in a regulated banking context.
Monitoring, Metrics, and Continuous Improvement in SAFe
- Key metrics and KPIs for measuring success in scaled Agile implementations.
- Techniques for promoting continuous improvement across teams.
- Hands-on activity: establishing a metrics dashboard for a banking SAFe implementation.
Case Studies and Best Practices
- Real-world examples of SAFe implementations in financial institutions.
- Lessons learned, common challenges, and best practices.
- Group discussion: addressing participants’ challenges in scaling Agile.
Final Review and Open Discussion
- Recap of SAFe principles and practical applications in banking.
- Open Q&A to discuss individual challenges, insights, and solutions.
- Course wrap-up and feedback session.
