Lesson 9 - Innovation in the Value Stream Flashcards
What kind of Pivot?
A different market need is confirmed.
- Customer problem pivot
- Customer segment privot
- Feature pivot
- Value exchange model pivot
Customer problem pivot
A different market need is confirmed.
True or False
Epics are created when we feel things are big
False
Epics are created when they reach a centralized documented “threshold”. This can be about labor, duration, types of work and other policies governed by the LPM.
True or False
Epics are containers just for linking things together.
False
On face value, what typically doesn’t NPS scores give you?
The reasons behind the score.
Net Promoter Score
What is a Passive?
- 7 or 8
- 6-8
- 5-8
- Meh
7 or 8

What kind of Pivot?
The product may resonate with a different customer.
- Customer problem pivot
- Customer segment privot
- Feature pivot
- Value exchange model pivot
Customer segment pivot
The product may resonate with a different customer.
Net Promoter Score
What is a Detractor?
- 0 - 3
- 0 - 4
- 0 - 5
- 0 - 6
0 - 6

Leading indicators are a form of:
- Portfolio Kanban
- Guardrails
- Innovation Accounting
- Horizon Planning
Leading indicators are a form of:
Innovation Accounting
True or False
An Epic Owner could be a Developer.
True
Not likely but if the effort was on a legacy system in theory someone who shepherds an artifact through and explains the risks might be best served by someone who has lived the legacy system everyday for years.
Net Promoter Score
What is a Promoter?
- 10
- 9 or 10
- 8-10
- A cheerleader.
9 or 10
Go Promoter go go go!

The Epic Owner is someone that must:
- Financially sponsor the initiative.
- Understand the initiative in full technical detail.
- Have leadership authority to make tough decisions.
- Shepherd the epic through the portfolio approval process.
The Epic Owner is someone that must:
Shepherd the epic through the portfolio approval process.
Once the Epic’s anticipated outcome hypothesis has been proven true:
- Epic = Done, Features = Implementing
- Epic = In Progress, Features = Implementing
Once the Epic’s anticipated outcome hypothesis has been proven true:
Epic = Done, Features = Implementing
The purpose of the Epic is to be a requirements container to gain financial approval. Once financial approval and oversight is no longer needed, the Product Managers on the train should run through Features and PI Roadmaps.
Linkages of Epics with Features is just for post rollup but the Epic is infact done once the hypothesis is proven true and financial approval granted.
Once the Epic’s anticipated outcome hypothesis has been evaluated it is considered:
- Approved
- Done
- In Progress
- Scoped
Once the Epic’s anticipated outcome hypothesis has been evaluated it is considered:
Done
The purpose of the Epic is to be a requirements container to gain financial approval. Once financial approval and oversight is no longer needed, the Product Managers on the train should run through Features and PI Roadmaps.
Horizon Planning / Investments: What Horizon am I in?
Stable Solutions that deliver value with minimal investment. Money from this horizon feeds others.
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 1 (Extracting)
Stable Solutions that deliver value with minimal investment. Money from this horizon feeds others.
What kind of Pivot?
The Solution’s course is changed around a specific PI deliverable.
- Customer problem pivot
- Customer segment privot
- Feature pivot
- Value exchange model pivot
Feature pivot
The Solution’s course is changed around a specific PI deliverable.
PIs work in Features.
True or False:
Once the Epic’s anticipated outcome hypothesis has been proven false we either pivot with a new hypothesis or stop work on the Epic
True
The Epic Owner is someone that must:
- Make the decision to pivot or perserve.
- Guide the epic through implementation in parallel with Product Management.
- Write the Lean Business Case.
- Design the MVP.
The Epic Owner is someone that must:
Guide the epic through implementation in parallel with Product Management.
True or False
Epics require financial approval.
True
Which artifact?
Aquire data that proves or disproves the hypothesis statement.
- MVP
- Lean Business Case
- Epic
MVP
Aquire data that proves or disproves the (Epic) hypothesis statement.
Horizon Planning / Investments: What Horizon am I in?
You are going up the S-Curve and didn’t gain 15-18% market share yet.
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 2 (Emerging)
You are going up the S-Curve and didn’t gain 15-18% market share yet.
True or False
Epics are considered a requirements artifact.
True
Horizon Planning / Investments: What Horizon am I in?
Stop
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 3 (Evaluating)
Stop
The product was just evaluated, maybe just in concept. If you don’t want it you just cease moving forward on the idea. However once in Horizon 2 and forward, a product is a live asset (perhaps in production) and needs to be decommissioned.
AARRR Metrics
Which items are about Desirability?
- Acquisition
- Activation
- Revenue
- Retention
- Referral
Activation and Referral
Desirability
Horizon Planning / Investments: What Horizon am I in?
Solutions that have emerged from ideation horizon and are in the process of turning into an asset.
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 2 (Emerging)
Solutions that have emerged from ideation horizon and are in the process of turning into an asset.
Once an Epic’s benefit hypothesis has been proven true, the next stage of work happens where?
- In the Epic at Portfolio
- In the Epic at Program
- In Features on the Value Streams
Once an Epic’s benefit hypothesis has been proven true, the next stage of work happens where?
In Features on the Value Streams
The Trains are funded right? The Trains have Content Authority with the Product Managers right? We passed Financial Approval of the initative (Epic) right?
Do the Product Managers have Decentralized Decision-making or not?
Which timeline in SAFe is a dedicated time for “countercurrent” or “riptides” to take place?
Innovation and Planning Iteration
Horizon Planning / Investments: What Horizon am I in?
Where Solutions deliver more value than cost.
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 1 (Investing) or (Extracting)
Where Solutions deliver more value than cost.
Horizon Planning / Investments: What Horizon am I in?
Where Solutions deliver more value than cost but still require significant ongoing investment.
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 1 (Investing)
Where Solutions deliver more value than cost but still require significant ongoing investment.
True or False
An Epic Owner must be in Product Management.
False
Innovation is typically associated to what type of metrics?
- Output
- Outcome
Outcome
Innovation Riptides are built on which SAFe Principle?
- # 3 Assume variability; preserve options
- # 4 Build incrementally with fast learning cycles
- # 9 Decentralized decision-making
- # 10 Organize around value
#9 Decentralized decision-making
Which two things are NOT a major field in an Epic:
- Value Statement
- Epic Owner
- Business outcome hypothesis
- Cost Estimates
- Leading indicators
- Nonfunctional requirements
Epics Do NOT Contain
- Epic Owner
- Cost Estimates
Epics DO Contain
- Value Statement
- Business outcome hypothesis
- Leading indicators
- Nonfunctional requirements
AARRR Metrics
Which items are about Sustainability?
- Acquisition
- Activation
- Revenue
- Retention
- Referral
Retention
Sustainability
What is a large initiative that requires the definition of a MVP and financial approval before implementation?
- Strategic Theme
- Capability
- Value Stream
- Epic
Epic
True or False
An Epic Owner must be a sponsor.
False
Dave McClure’s Pirate Metrics are an example of
Outcome Metrics
Output Metrics
Outcome Metrics

If a PM were to be bonused on win/loss rates, NPS of customer and train, moving to agile contracts we would say they are associated to:
- Output Metrics
- Outcome Metrics
Outcome Metrics
Horizon Planning / Investments: What Horizon am I in?
Investment is needed to decommission Solutions.
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 0 (Retiring)
Investment is needed to decommission Solutions.
Investment could be labor, vendors, new tech, migration, contract negotiations.
Which artifact?
The goal is to prove “should we”.
- Epic
- MVP
- Lean Business Case
MVP
Is it Viable?
We know we “can”, that’s what developers do, they develop miracles from nothing. The question is “should we”.
Horizon Planning / Investments: What Horizon am I in?
Decommission
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 2 (Emerging)
or
Horizon 0 (Retiring)
Decommission
Once in Horizon 2 and forward it is no longer an idea but an asset, perhaps in production.
If a PO were to be bonused on delivery sequencing and predictibility we would say they are associated to:
- Output Metrics
- Outcome Metrics
Output Metrics
Cycle time, bug counts, velocity, PI predictibility, est to actual gaps
What kind of Pivot?
Customer feedback indicates they want to pay differently.
- Customer problem pivot
- Customer segment privot
- Feature pivot
- Value exchange model pivot
Value exchange model pivot
Customer feedback indicates they want to pay differently.
AARRR Metrics
Which items are about Viability?
- Acquisition
- Activation
- Revenue
- Retention
- Referral
Revenue
Viability
Horizon Planning / Investments: What Horizon am I in?
You are on the S-Curve
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 1 (Investing) or (Extracting)
You are on the S-Curve
Horizon Planning / Investments: What Horizon am I in?
Investment for new potential Solutions.
- Horizon 3 (Evaluating)
- Horizon 2 (Emerging)
- Horizon 1 (Investing)
- Horizon 1 (Extracting)
- Horizon 0 (Retiring)
Horizon 3 (Evaluating)
Investment for new potential Solutions.
This is a countercurrent anywhere in SAFe.
During the course of an event or artifact down river we may find ways to improve the solution.
The innovations that result are considered a(n) ___________ that flows back up river to different structures of SAFe.
Innovation Riptide
The Epic is analyzed and approved with:
- Minimum Viable Product
- Minimal Marketable Feature
- Lean Business Case
- Value Exchanges
The Epic is analyzed and approved with:
Lean Business Case
How likely is it that you would recommend (Org/Product/Service) to a friend or colleague?…is an example of what metric?
Net Promoter Score
Outcome Metric