Handbook
SAFe — connection to the SDLC foundation
This blueprint treats **SAFe as a scaled delivery framework** that plugs into a **shared foundation**: **tracking** (spine + artifacts) and **ceremony intents** (C1–C6). SAFe does **not** replace the
SAFe — connection to the SDLC foundation
This blueprint treats SAFe as a scaled delivery framework that plugs into a shared foundation: tracking (spine + artifacts) and ceremony intents (C1–C6). SAFe does not replace the foundation; it adds multi-team coordination, shared cadence, and portfolio governance on top.
1. SDLC phases A–F (how SAFe maps)
| Phase | SAFe expression | Notes |
|---|---|---|
| A — Shape | Portfolio Kanban, strategic themes, Lean business case, PI roadmap | Product Management + Business Owners drive; System Architect contributes enabler epics |
| B — Plan | PI Planning (program-level), Iteration Planning (team-level) | Teams commit to PI Objectives; dependencies surfaced on the program board |
| C — Build | Iteration execution, Daily Stand-ups, ART Sync | Each team builds its increment; cross-team integration is continuous |
| D — Verify | System Demo (every iteration), Iteration Review | Integrated system demo validates cross-team work; team-level review validates stories |
| E — Release | Release on demand; may decouple from PI cadence | Continuous delivery pipeline; release when business value warrants it |
| F — Operate & learn | Inspect & Adapt (I&A), Iteration Retrospective, DevOps feedback | I&A drives ART-level improvement; retros drive team improvement |
Prescriptive rule: Every PI should touch A through F. Every Iteration within a PI should touch B through E at minimum. A is continuous (backlog refinement, portfolio Kanban). F happens at PI boundaries (I&A) and per iteration (retro).
2. Tracking spine (mandatory link)
SAFe teams still maintain the blueprint tracking spine:
| Artifact | SAFe mapping |
|---|---|
| Intent / request | Epic (business or enabler) in portfolio Kanban; may originate from strategic themes |
| Spec | Feature acceptance criteria, enabler descriptions, architectural runway specs |
| Plan | PI Objectives + program board (ART level); Sprint Backlog + Sprint Goal (team level) |
| Tasks | Stories and sub-tasks on team boards |
| PRs | Implementation slices toward iteration increment |
| Reviews | Code review + DoD checks (team); System Demo (ART); Solution Demo (large solution) |
| Release | Release on demand; continuous delivery pipeline; may align with PI boundary or mid-PI |
Prescriptive rule: Do not let the program board replace traceability. Each feature that ships should be linkable to epic, specs, stories, and PRs in your tools.
3. Ceremony intents (C1–C6) ↔ SAFe events
| Intent | Primary SAFe event(s) | Secondary |
|---|---|---|
| C1 — Align & decide | PI Planning (vision, context, architecture briefing), portfolio sync | Backlog refinement, strategic theme reviews |
| C2 — Plan the slice | PI Planning (team breakouts, draft plans), Iteration Planning | Feature/story breakdown, dependency mapping |
| C3 — Execute & unblock | Daily Stand-up, ART Sync (Scrum of Scrums + PO Sync) | Ad-hoc cross-team coordination, Communities of Practice |
| C4 — Review & quality | System Demo, Iteration Review, I&A (quantitative review) | Solution Demo, code review activities |
| C5 — Reflect & improve | I&A (problem-solving workshop), Iteration Retrospective | ART-level improvement backlog items |
| C6 — Knowledge share | System Demo (cross-team learning), Communities of Practice | PI Planning (architecture briefing), I&A (learnings) |
See ceremony foundation and methodology bridge.
4. Role archetypes (blueprint hats on a SAFe ART)
| SAFe role | Typical archetype emphasis | Notes |
|---|---|---|
| Product Management | Sponsor proxy + Orchestrator (feature prioritization) | Owns program backlog; not the same as team-level PO |
| Release Train Engineer | Orchestrator (process at ART level) + Quality advocate (flow efficiency) | Servant leader for the ART; facilitates PI-level events |
| System Architect | Implementer (architectural) + Quality advocate (system-level NFRs) | Guides cross-team technical decisions; owns architectural runway |
| Product Owner | Sponsor proxy (team-level) + Orchestrator (story prioritization) | Owns team backlog; collaborates with Product Management |
| Scrum Master | Orchestrator (process) + Quality advocate (impediments) | Serves the team; facilitates team-level events |
| Developers | Implementer (primary) + Quality advocate (shared) | Cross-functional; shared accountability for iteration increment |
| Business Owners | Sponsor | Accountable for business outcomes; participate in PI Planning and I&A |
Detail: Roles, archetypes & methodology titles, SAFe roles chapter.
5. What SAFe adds beyond the foundation
- Program Increment (PI): fixed cadence of 8–12 weeks (typically 5 iterations) aligning multiple teams.
- Agile Release Train (ART): long-lived team-of-teams (50–125 people) delivering a shared value stream.
- PI Planning: two-day face-to-face (or virtual) event for alignment and commitment across all ART teams.
- Program Board: visualizes features, dependencies, and milestones across teams for the PI.
- Architectural Runway: intentional infrastructure enabling near-term features without excessive redesign.
- Lean Portfolio Management: strategic themes, Lean budgets, portfolio Kanban connecting strategy to execution.
- Continuous Delivery Pipeline: from idea to production with built-in quality at every stage.
6. Anti-patterns (prescriptive "don't")
| Anti-pattern | Fix |
|---|---|
| RTE as command-and-control project manager | RTE is a servant leader; facilitates, does not dictate team plans |
| PI Planning as a status report to management | PI Planning is collaborative planning by teams, not for management |
| Skipping System Demo | System Demo is essential for cross-team integration validation; never skip it |
| Teams plan in isolation without dependency mapping | Use the program board; surface and manage dependencies explicitly |
| Treating PI Objectives as contracts | PI Objectives are forecasts with committed and stretch; adjust in I&A |
| Applying SAFe to a single team | Use Scrum, Kanban, or XP instead — SAFe is for multi-team coordination |
7. References in-repo
https://forgesdlc.com/methodology-safe.html— methodology summary- SAFe ceremonies → ceremony foundation — fork table C1–C6
- Software development lifecycle (SDLC) — phases and ceremony-intent overview
Canonical source
Edit https://github.com/autowww/blueprints/blob/main/sdlc/methodologies/safe/foundation-connection.md first; regenerate with docs/build-handbook.py.