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Facilitator's Guide to SAFe - ART Sync

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The Facilitator’s Guide to SAFe®
AG I L E R E L E A S E T R A I N (A R T ) S Y N C
Purpose and Topics
Purpose
The ART may choose to combine product owner (PO) sync and coach sync
into a single event. In this circumstance, the event is called ART sync. This is an
opportunity to bring ART leadership together with important representatives
from the teams, focus on features and progress towards planning interval (PI)
objectives, and align teams on a train.
Purpose and Topics
Preparation Checklist
Tips and Tricks
Overcoming Challenges
Topics
ART syncs can be held as often as needed and the duration can be adjusted as needed. The RTE (release train
engineer) can facilitate this event or work with scrum masters and team coaches, and the product team to jointly
facilitate ART syncs.
Some topics for an ART sync include:
• Discussing features teams are working on and highlighting dependencies, blockers, or risks
• Asking if any POs/product management (PMs) need to suggest scope adjustments to features
• Reviewing deployment and release plans
• Aligning all teams to the ART planning board
• Preparing for PI planning
• Reviewing progress towards ART-level PI objectives
After the agreed-upon timebox for the ART sync with the whole group, time should be reserved for meet-afters
on any topic that requires deeper discussion.
Learn more: https://www.scaledagileframework.com/planning-interval/
The Facilitator’s Guide to SAFe®
AG I L E R E L E A S E T R A I N (A R T ) S Y N C
Preparation Checklist
Facilitator preparation
Establish when your ART will hold ART syncs throughout the PI and schedule
these event times. Make sure POs, PMs, scrum masters and team coaches, and
important stakeholders know when these syncs will be held.
Ensure that every team can be represented at ART sync by a PO, scrum master
or team coach, and/or team lead.
Invite representatives from engineering and architecture to the meeting, as
they have key input about how to move the work forward.
Decide who will facilitate each ART sync. Facilitation may be a shared
responsibility. Whomever is facilitating any part of an upcoming ART sync
should know in advance that they will be facilitating.
Communicate the meeting topics to the attendees ahead of the next sync.
Create an adjustable but re-usable ART sync agenda template, and make
sure you update it before the upcoming sync to facilitate an organized flow
of discussion.
Attendee preparation
Bring any requested information (e.g. identified risks, blocks, suggested changes).
Share briefly and plan to stay after the timebox in case you are involved in any meetafters identified during the sync.
Report any outputs back to your team (e.g. adjustments to work, priority, or scope).
Learn more: https://www.scaledagileframework.com/planning-interval/
Purpose and Topics
Preparation Checklist
Tips and Tricks
Overcoming Challenges
The Facilitator’s Guide to SAFe®
AG I L E R E L E A S E T R A I N (A R T ) S Y N C
Tips and Tricks
Put the ART sync notes in an ongoing shared document ahead of the
meeting. This helps attendees in remote and in-person settings reference
shared information.
Purpose and Topics
Preparation Checklist
Tips and Tricks
Overcoming Challenges
Employ key focal points to drive the meeting—the ART backlog, features in the
agile work management tool or on the ART planning board or PI objectives. In
a remote setting, you may want to share a screen with these items on them and
refer to it often.
Take short breaks for stretching, getting a snack, or providing a mental rest,
especially if your ART sync is a long event.
Create a shared location for attendees to share prepared information, or a template guiding them on what or
how much to share.
Ask everyone to mute themselves when not speaking in a remote setting. Ensure that you can mute participants
joining remotely so that others aren’t hearing background noise while trying to engage.
Identify a remote- or distributed-friendly way for attendees to ask questions or share reactions (e.g. some video
conferencing platforms have a raise-hand button).
Agree on a signal or word that can help move a lengthy conversation into a meet-after.
Using the Meeting Creatively
• Rotate facilitators for each ART sync or assign a different facilitator for different portions of one ART sync.
• Seek out creative ways to support engagement and feedback. Many remote meeting platforms allow
participants to type chat items, offer polls, reaction buttons, and even support quizzes or games as means of
building engagement and collecting feedback.
• Dedicate time in the ART sync to celebrate successes. For example, have attendees share what they have seen
the ART do well since the last ART sync.
• Help the team come up with a fun or energizing meeting closer. Examples include a huddle, a team saying, or
giving appreciation.
Learn more: https://www.scaledagileframework.com/planning-interval/
The Facilitator’s Guide to SAFe®
AG I L E R E L E A S E T R A I N (A R T ) S Y N C
Overcoming Challenges
Let’s face it; not everything goes perfectly all the time. In a fast-paced
business environment, change is the only constant. It can be difficult to
move your team forward when disagreements or conflicts occur. Below are
some common areas where scrum masters or team coaches can succeed in
the face of adversity.
Purpose and Topics
Preparation Checklist
Tips and Tricks
Overcoming Challenges
P OT E N T I A L I S S U E S
Details of enabler work
are not available
Ways to overcome:
Invite system architect
to discuss current and
upcoming enabler work and
its importance in ensuring
sustainable value delivery.
ART sync turns into
a status report to
stakeholders
Ways to overcome:
Re-orient the participants
around the purpose of
the event and facilitate it
tightly. You can also ask
stakeholders to join the system
demo to get a full update
on the working solution
that the ART delivered.
Learn more: https://www.scaledagileframework.com/planning-interval/
The event is too long
Ways to overcome:
Consider adjusting the event
cadence so that attendees
can sync more often and more
efficiently. This challenge can
also be addressed with
tighter facilitation.
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