Customizing SAFe
An effective framework provides a coherent system of elements that work together to achieve a specific set of outcomes. Implementing these elements in a particular context is the secret to unlocking value.
- Andrew Sales, SAFe Chief Methodologist
Definition: Customizing SAFe describes the situation where new elements are added to the Framework, or the default definition and implementation of existing elements are modified.
Summary
Customizing SAFe is an activity distinct from configuring specific elements of the Framework. It recognizes that sometimes organizations need to go beyond existing definitions and processes when applying SAFe to their context. Different reasons exist for customizing SAFe, such as industry needs, organizational size, technology, culture, business goals, and continuous learning.
Customization typically falls into three categories: adaptation, improvement, and extension. Done right, customizing SAFe can unlock huge value for an organization, but it also brings some potential pitfalls. To avoid these, four guardrails are defined alongside a clear four-step process. A well-thought-out communication and implementation plan is also critical to managing the change effectively.
What is meant by customizing SAFe?
SAFe has evolved through the development and incorporation of proven practices, with each element of the Framework contributing to an overall system aimed at achieving Business Agility. At the heart of SAFe is the SAFe Big Picture, shown in Figure 1, which illustrates the operating model for applying Lean and Agile principles and practices at scale. Although SAFe is extensive and provides guidance for most circumstances, it is a Framework, and as such, it can be customized as needed.
Customizing vs Configuring SAFe
The word ‘customizing’ has been chosen carefully to differentiate it from ‘configuring’. Many elements of SAFe are designed to be configured. Some examples include: