Scaled agile framework
The Scaled Agile Framework (SAFe) is a comprehensive knowledge base of integrated principles, practices, and competencies intended to help organizations achieve business agility by applying Lean, Agile, and DevOps methods at scale.[1] It provides structured guidance for aligning teams, accelerating delivery, and improving outcomes in large enterprises, addressing the challenges of coordinating multiple agile teams across complex product development environments.[1] Developed by software executive and author Dean Leffingwell, SAFe was first introduced in 2011 as a framework to extend agile practices beyond single teams to enterprise-wide implementation.[2] Drawing from Leffingwell's earlier work in Agile Software Requirements, it evolved from initial concepts like the "Agile Enterprise Big Picture" into a freely available online resource maintained by Scaled Agile, Inc.[2] The framework has undergone six major versions, with version 6.0 released in 2023, incorporating feedback from practitioners and advancements in agile scaling.[1] At its core, SAFe is organized around seven key competencies: Lean-Agile Leadership, Team and Technical Agility, Agile Product Delivery, Enterprise Solution Delivery, Lean Portfolio Management, Organizational Agility, and Continuous Learning Culture.[1] These competencies support configurable implementation levels, from Essential SAFe for basic agile release trains to Full SAFe for portfolio-level alignment, emphasizing economic prioritization, systems thinking, and relentless improvement.[3] SAFe also draws on ten immutable Lean-Agile principles, such as taking an economic view and applying cadence and synchronization, to guide roles, artifacts, and processes.[4] Widely adopted, SAFe is used by approximately 70% of Fortune 100 companies and has trained over 2 million professionals worldwide.[1] Organizations implementing SAFe report benefits including 20–50% gains in productivity, 30–75% faster time-to-market, 25–75% improvements in quality, and 10–50% increases in employee engagement.[1] Supported by an implementation roadmap, certification programs, and a global partner network, SAFe continues to adapt to demands in software, hardware, and cyber-physical systems development.[5]History and Origins
Development and Key Contributors
The Scaled Agile Framework (SAFe) was created by Dean Leffingwell, a software development methodologist with extensive experience in enterprise-level agile practices, including roles as an entrepreneur and consultant focused on scaling agile methods for large organizations.[6] Leffingwell, who holds degrees in aerospace and biomedical engineering, applied a systems engineering perspective to software development, drawing from his background in building complex, integrated systems.[7] SAFe was initially released in 2011 as a free, publicly available framework, detailed in Leffingwell's book Agile Software Requirements: Lean Requirements Practices for Teams, Programs, and the Enterprise and shared via his website to promote broad adoption in enterprise settings.[8] The framework integrated core elements from the Agile Manifesto to support iterative development, Lean principles originating from manufacturing to emphasize waste reduction and value flow, and systems engineering approaches tailored for large-scale software delivery.[9][10] Early development involved collaborations with members of the agile community, notably Drew Jemilo, who contributed to refining SAFe's practices for program and portfolio levels.[9] In 2011, Leffingwell co-founded Scaled Agile, Inc. to provide training, certification, and ongoing support for the framework's evolution and implementation.[11]Evolution of Versions
The Scaled Agile Framework (SAFe) began with version 1.0 in 2011, providing a foundational structure for scaling Agile practices at the program level through the introduction of Agile Release Trains (ARTs) and basic Lean principles.[2] This initial release, detailed in Dean Leffingwell's book Agile Software Requirements, focused on coordinating multiple teams to deliver value incrementally while incorporating elements like the Architectural Runway.[2] In 2012, SAFe 2.0 expanded the framework by adding the portfolio level, enabling strategic alignment across programs and introducing Lean leadership concepts to guide enterprise-wide scaling.[12] This version restructured the portfolio and program elements, moving the Architectural Runway to the program level for better operational focus.[12] SAFe 3.0, released in 2014, shifted emphasis toward Lean-Agile leadership and initial DevOps integration, enhancing the portfolio level to support multiple ARTs and incorporating Lean-Agile Budgeting for more flexible resource allocation.[13] It also provided detailed guidance on release planning to improve predictability in large-scale environments.[12] The 2016 release of SAFe 4.0 introduced a full configuration with the continuous delivery pipeline, adding the value stream level and supporting both three-level and four-level implementations to address complex enterprise needs.[12] Key additions included expanded Built-in Quality practices and Enterprise Kanban for portfolio flow management.[12] SAFe 4.5, released in 2017, introduced metrics for measuring outcomes and defined four configurations—Full, Portfolio, Large Solution, and Essential—to allow tailored adoption.[12][14] It incorporated Solution Trains for coordinating large solutions and an Implementation Roadmap to guide organizational transformation.[12] SAFe 4.6, released in October 2018, introduced the five core competencies of the Lean Enterprise—Lean-Agile Leadership, Team and Technical Agility, DevOps and Release on Demand, Agile Product Delivery, and Lean Portfolio Management—as a primary lens for achieving business agility, along with new courses like SAFe for Government.[12][15] In 2019, SAFe 5.0 streamlined the framework into Essential SAFe as the baseline, launching Big Picture 2.0 for visual clarity and adding two new core competencies—Continuous Learning Culture and Organizational Agility—to the existing five, resulting in seven total.[12] This version also formalized the 10th Lean-Agile Principle, "Organize around value," to enhance customer-centricity, with a focus on business agility.[12] SAFe 6.0, released in March 2023, advanced focus on flow metrics, AI integration, and customer-centricity, introducing six primary themes including accelerating value flow and enhancing enterprise resilience.[12][16] It incorporated OKRs for alignment, phased out the "Program" term in favor of more precise terminology, and expanded guidance on AI-driven practices.[12] As of November 2025, ongoing updates to SAFe 6.0 have addressed distributed teams through enhanced remote collaboration tools and deeper integration with emerging technologies like AI-driven planning. The Q1 2025 update introduced a competency-based approach across SAFe Disciplines. Subsequent refinements include the September 2025 AI-native vision and Portuguese Big Picture for government, and October 2025 additions such as Discipline Posters, the SAFe to Scale book, new competencies like Integrating Product Design, and workshops for accelerating flow problem-solving, alongside multilingual resources to support global adoption.[17]Core Principles and Values
Lean-Agile Principles
The Scaled Agile Framework (SAFe) is underpinned by ten immutable Lean-Agile principles that guide its practices, roles, and decision-making to achieve business agility at scale. These principles draw from Lean thinking, Agile development, systems engineering, and DevOps, extending the foundational Agile Manifesto to address the complexities of large enterprises by emphasizing economic viability, systemic optimization, and continuous learning.[4] Principle 1: Take an economic view. This principle emphasizes delivering the best value and quality through the shortest sustainable lead time by basing decisions on the full economic implications of building and operating systems. It involves applying frameworks like Cost of Delay to prioritize work, balancing risks, development costs, and operational expenses while adhering to budgets and guardrails that enable decentralized choices.[18] Principle 2: Apply systems thinking. Effective solutions require viewing the entire interconnected system—including the product under development, the organization creating it, suppliers, and downstream customers—rather than optimizing isolated parts. This holistic approach aligns all efforts with the system's overarching purpose, recognizing that sub-optimizing components can undermine overall performance, as illustrated by W. Edwards Deming's insights on systemic interdependencies.[19] Principle 3: Assume variability; preserve options. To avoid premature commitments that limit adaptability, this principle advocates maintaining multiple design and requirement options throughout development, using set-based design and empirical data to converge on the most viable solution only when necessary. It counters traditional "point-based" decisions by preserving flexibility for better economic outcomes in uncertain environments.[20] Principle 4: Build incrementally with fast, integrated learning cycles. Solutions evolve through rapid iterations that deliver working increments, enabling frequent integration, feedback, and risk reduction. These cycles—such as sprints or program increments—facilitate validated learning, allowing teams to pivot based on real-world evidence, prototypes, or minimum viable products (MVPs) to accelerate value delivery.[21] Principle 5: Base milestones on objective evaluation of working systems. Progress is measured at integration points through demonstrations of functional systems, shifting from subjective phase gates to objective assessments of fitness for purpose. This approach ensures shared accountability, mitigates risks early, and provides governance by focusing on tangible outcomes like deployable software rather than documentation.[22] Principle 6: Make value flow without interruptions. Drawing from Lean's principle of flow, this encourages optimizing the continuous delivery of value by reducing batch sizes, applying work-in-process (WIP) limits, and addressing eight key flow properties: overload, variability, uneven demand, handoffs, delays, defects, silos, and non-value-adding activities. Impediments are visualized and resolved to achieve smooth, predictable throughput.[23] Principle 7: Apply cadence; synchronize with cross-domain planning. Cadence provides a rhythmic baseline for development predictability, while synchronization events—like planning sessions—align cross-functional efforts to resolve dependencies and integrate perspectives from multiple domains. This combination manages variability and uncertainty, ensuring consistent progress across complex, interdependent teams.[24] Principle 8: Unlock the intrinsic motivation of knowledge workers. High performance stems from empowering knowledge workers with autonomy, mastery, and purpose, as outlined in Daniel Pink's model, rather than extrinsic rewards that may foster competition and reduce collaboration. Leaders create environments with minimal constraints to drive engagement and innovation.[25] Principle 9: Decentralize decision-making. To enable faster value delivery, routine decisions are pushed to the lowest levels where local context and rapid feedback are available, while infrequent, high-stakes choices remain centralized. This framework leverages the expertise of those closest to the work, reducing bottlenecks and enhancing responsiveness.[26] Principle 10: Organize around value. Enterprises must structure around value streams—sequences of steps delivering customer value—rather than functional silos, forming Agile Release Trains (ARTs) and teams aligned to these streams. This reconfiguration promotes end-to-end responsibility, faster flow, and adaptability in the digital economy by minimizing handoffs and dependencies.[27]Core Values and Mindset
The Scaled Agile Framework (SAFe) is underpinned by four core values that form the foundational beliefs guiding its Lean-Agile transformation: alignment, transparency, respect for people, and relentless improvement.[28] These values emphasize creating a cohesive organizational culture that prioritizes strategic coherence, openness, human-centered collaboration, and ongoing enhancement to achieve business agility.[28] Alignment links strategy to execution by fostering coordinated efforts across portfolios, teams, and individuals through shared goals, vision, and synchronized cadences, ensuring that all activities contribute to enterprise objectives.[28] Transparency builds trust by promoting visible data, processes, decisions, and progress, enabling informed decision-making and reducing silos in large-scale environments.[28] Respect for people values individual contributions and diverse perspectives, cultivating collaboration, empowerment, and a supportive atmosphere where team members feel valued and motivated.[28] Relentless improvement drives continuous learning and refinement of processes, products, and skills through metrics, feedback loops, and a commitment to eliminating waste and enhancing efficiency.[28] The Lean-Agile Mindset in SAFe integrates Lean's respect for people and focus on flow with Agile's emphasis on customer collaboration and responding to change, encouraging leaders and practitioners to adopt beliefs, assumptions, and actions that promote adaptability and a growth-oriented environment.[29] This mindset shifts organizations from traditional command-and-control structures toward one that values experimentation, psychological safety, and iterative progress.[29] Leadership plays a pivotal role in embodying this mindset, as SAFe leaders model Lean-Agile practices through their actions, coaching teams to empower autonomous decision-making while fostering psychological safety to encourage innovation and risk-taking without fear of failure.[30] By demonstrating these behaviors, leaders inspire cultural adoption across the organization, aligning daily operations with long-term strategic goals.[30] SAFe further integrates DevOps as a complementary mindset that reinforces continuous improvement cultures, using the CALMR approach (Culture, Automation, Lean flow, Measurement, Recovery) to guide behaviors and decisions throughout the value stream, breaking down silos and accelerating delivery through shared responsibilities.[31] These elements collectively support the application of SAFe's ten Lean-Agile principles by providing a cultural foundation for their effective implementation.[4]Framework Components
Configuration Levels
The Scaled Agile Framework (SAFe) provides a hierarchical set of configurations that enable organizations to scale agile practices progressively, starting from basic team-level implementation to full enterprise-wide adoption, tailored to the complexity of their operations. These levels—Essential SAFe, Large Solution SAFe, Portfolio SAFe, and Full SAFe—build upon one another to support alignment, execution, and strategic value delivery without requiring a one-size-fits-all approach.[32] Essential SAFe forms the core foundation of the framework, encompassing the Team and Agile Release Train (ART) levels to facilitate program execution and iterative solution delivery. It delivers the minimal set of roles, artifacts, and events necessary for agile teams and ARTs to collaborate effectively, serving as the entry point for organizations new to scaling agile. This configuration emphasizes building solutions through synchronized ARTs, focusing on features and capabilities in the team and program backlogs.[3] Large Solution SAFe extends Essential SAFe by introducing the Large Solution level, which addresses the needs of enterprises developing complex, multi-ART systems such as integrated hardware and software solutions. It incorporates Solution Trains to orchestrate multiple ARTs, suppliers, and stakeholders, ensuring coordinated delivery of large-scale solutions that require specialized integration and compliance activities. This level is particularly relevant for industries like aerospace, defense, and automotive, where solutions demand extensive collaboration beyond a single ART.[33] Portfolio SAFe adds the strategic Portfolio level atop Essential and Large Solution configurations, enabling alignment of development efforts with business objectives through strategic themes, epic management, and participatory budgeting. At this level, the portfolio backlog holds business and enabler epics that are prioritized and funded via lean portfolio management, supporting a collection of value streams that deliver ongoing customer value under unified governance. This configuration helps executives invest in initiatives that drive portfolio-level outcomes.[34][35] Full SAFe integrates all prior levels—Team, ART, Large Solution, and Portfolio—into a complete enterprise framework, augmented by comprehensive Lean Portfolio Management to govern strategy, investments, and execution across the organization. Designed for large-scale enterprises building highly integrated solutions involving hundreds or thousands of practitioners, it provides end-to-end visibility and flow from strategic themes to team-level delivery.[36] SAFe's configuration levels align with the lean-agile principle of organizing around value by structuring teams and processes to optimize value stream flow. In SAFe 6.0, the framework emphasizes development value streams across these levels to enhance continuous delivery and adaptability in diverse environments, including guidance for distributed and remote collaboration.[37][38]Roles and Responsibilities
The Scaled Agile Framework (SAFe) defines distinct roles across organizational levels to ensure alignment, execution, and value delivery in large-scale agile environments. At the team level, the Product Owner is responsible for defining user stories and prioritizing the team backlog to maximize the value delivered by the Agile Team, acting as the primary representative of stakeholders and customers.[39] The Scrum Master/Team Coach serves as a servant leader who facilitates team processes, removes impediments, and coaches the team on agile practices to foster continuous improvement and self-organization.[40] Agile Team members, typically a cross-functional group of up to 10 individuals, collaborate to define, build, test, and potentially deploy increments of value in alignment with the team's priorities.[41] At the Agile Release Train (ART) or program level, the Release Train Engineer (RTE) acts as a servant leader and coach, coordinating the ART's processes, facilitating cross-team alignment, managing risks, and ensuring the flow of value through the train.[42] The Product Manager defines features and prioritizes the program backlog to support the development of desirable, feasible, viable, and sustainable products that meet customer needs throughout the product lifecycle.[3] The System Architect establishes the overall technical vision for the ART, identifies nonfunctional requirements, and guides the design of subsystems and interfaces to enable solution development.[3] At the portfolio level, Epic Owners collaborate with stakeholders to define epics, develop Lean business cases, shepherd strategic initiatives through the portfolio Kanban, and coordinate their implementation across multiple ARTs.[43] The Enterprise Architect aligns the organization's technology strategy by defining the portfolio's technical vision, roadmap, and integration of emerging technologies, while serving as Epic Owners for enabler epics to advance architectural initiatives.[44] Leadership roles in SAFe emphasize cultural and strategic transformation. Lean-Agile Leaders, often executives, model the Lean-Agile mindset, empower teams, drive organizational change, and create environments that support high-performing agile practices. In configurations for large solutions, Solution Management defines the vision for complex solutions, aligns multiple ARTs and suppliers, and ensures the development of feasible and sustainable outcomes across the solution lifecycle.[45] SAFe provides guidance on integrating AI into key roles, such as enhancing Product Owners' and Scrum Masters' capabilities in leveraging AI for backlog prioritization, impediment resolution, and decision-making to boost efficiency in agile processes.[46][47] There is growing emphasis on remote facilitation skills within roles like the Scrum Master/Team Coach and RTE to support distributed teams through effective virtual collaboration tools and practices.[48] These roles collectively embody SAFe's principle of decentralized decision-making by empowering teams and individuals to make fast, local choices while maintaining strategic alignment.[3]Artifacts, Events, and Practices
In the Scaled Agile Framework (SAFe), artifacts serve as tangible outputs that guide and track progress across portfolio, program, and team levels, ensuring alignment with strategic objectives and customer value. The Vision artifact outlines the long-term direction for solutions, capturing customer and stakeholder needs while proposing key features to achieve future-state goals. Complementing this, the Roadmap provides a high-level timeline of planned deliverables and milestones for Agile Release Trains (ARTs) and value streams, facilitating communication of strategic intent over 6-18 months. At the portfolio and program levels, Epics represent large bodies of work that drive significant business value, while Features break these down into deliverable increments within a Program Increment (PI), each including a benefits hypothesis and acceptance criteria to validate outcomes.[49] User Stories and Enablers form the foundational artifacts at the team level, where Stories describe small, user-centric functionalities in everyday language, enabling incremental development and testing. Enabler Stories and Features support these by addressing architectural, exploratory, or compliance needs, such as building infrastructure or conducting research to reduce technical debt. PI Objectives, set during planning events, define measurable business and technical goals for the upcoming PI, typically spanning 8-12 weeks, allowing teams to commit to achievable outcomes while accommodating variability through stretch objectives. These artifacts collectively replace traditional specifications with lightweight, agile alternatives that evolve through iteration and feedback.[50][51] SAFe events establish rhythmic cadences to foster alignment, collaboration, and continuous improvement across scales. PI Planning is a quarterly, face-to-face or virtual event that brings together 50-125 members of an ART to align on objectives, identify dependencies, and create the PI plan, ensuring synchronized execution toward shared goals. System Demos occur biweekly to showcase integrated work from all teams, providing objective evidence of progress and stakeholder feedback to guide adjustments. The Inspect and Adapt workshop at the end of each PI involves a demo, quantitative measurements, and problem-solving to reflect on performance and implement improvements, promoting a culture of relentless learning. At the team level, Daily Stand-ups are short, 15-minute syncs to coordinate daily work, while Iterations—fixed 1-4 week timeboxes—provide a consistent cadence for planning, execution, review, and retrospection, embodying the Plan-Do-Check-Adjust cycle.[52][53][54][55] Key practices in SAFe operationalize these artifacts and events to optimize flow and economic outcomes. Weighted Shortest Job First (WSJF) is the primary prioritization technique, sequencing backlog items by calculating the cost of delay divided by job duration to maximize value delivery while minimizing wait times, applied across epics, features, and stories. Iteration Reviews, held at the end of each iteration, assess completed work against objectives, demo increments to stakeholders, and adjust future plans based on feedback. Continuous Integration and Continuous Deployment form the backbone of the Continuous Delivery Pipeline, enabling frequent merging of code changes into a shared repository (CI) and automated releases to production-like environments (CD), supporting release on demand to deliver value rapidly and reliably. Flow metrics, such as flow time (equivalent to cycle time, measuring the duration from start to completion of work items), velocity, load, and efficiency, provide data-driven insights to identify bottlenecks and enhance throughput at team, ART, and portfolio levels.[56][57][58] SAFe supports virtual PI Planning through collaborative platforms like Miro and Jira Align, enabling hybrid and remote participation with real-time dependency mapping and breakout rooms to address distributed team challenges.[38] SAFe guidance on AI adoption includes applications for artifact generation, such as leveraging generative AI to draft user stories, prioritize backlogs via predictive analytics, and simulate PI outcomes, accelerating planning while maintaining human oversight for validation to boost productivity in large-scale environments without altering core principles.[46][47]Implementation and Adoption
SAFe Implementation Roadmap
The SAFe Implementation Roadmap provides a structured, proven sequence of activities to guide organizations in adopting the Scaled Agile Framework, starting from initial awareness and progressing to full business agility. Developed by Scaled Agile, Inc., this roadmap is based on established change management principles, such as those from John Kotter's model and Heath's critical moves, and is designed to be adaptable to an organization's unique context, size, and maturity level.[5] It emphasizes phased implementation to minimize disruption while building momentum through early successes, such as pilot Agile Release Trains (ARTs). The roadmap, last updated in April 2025, aligns with SAFe's configuration levels (Essential, Large Solution, Portfolio, Full) by starting with Essential for pilot ARTs and expanding as needed.[5] The 14-step process unfolds as follows:- Reaching the Tipping Point: Create urgency for change.[59]
- Train Lean-Agile Change Agents: Equip change agents with skills.[5]
- Create a Lean-Agile Center of Excellence (LACE): Establish a support structure.[60]
- Train Executives, Managers, and Leaders: Educate leadership on Lean-Agile.[5]
- Lead in the Digital Age: Guide transformation in a digital context.
- Organize Around Value: Align structures with value delivery.
- Create the Implementation Plan: Develop a detailed adoption plan.
- Prepare for ART Launch: Set up Agile Release Trains (ARTs).[5]
- Train Teams and Launch ART: Train and initiate ARTs.
- Coach ART Execution: Support ART performance.[5]
- Launch More ARTs and Value Streams: Expand implementation.[5]
- Enhance the Portfolio: Improve portfolio management.
- Accelerate: Increase speed and efficiency.[61]