Within a large portfolio, it can be useful to create specific OKRs for each value stream that align with the portfolio strategic themes. Measuring progress of strategic themes using OKR metrics Therefore the key results associated with these objectives determine another set of critical outcome metrics that are typically measured quarterly, as shown in Figure 4 below.įigure 4. However, whereas KPIs represent ongoing ‘health’ metrics that can be used to measure overall business performance, the strategic themes, formulated as OKRs, define the specific outcomes that the portfolio is working towards to achieve future success. Of course, these KPIs are partly informed by the portfolio strategic themes since the strategy helps to determine the targets to be met. Value stream KPIs are specific to the type of operational value stream supported Examples of KPIs appear in Figure 3.įigure 3. The Value Stream KPIs article provides guidance for defining appropriate KPIs for that particular SAFe Portfolio. Some indicators, however, may be successfully applied across contexts, such as Net Promoter Score, for example. For example, the customer conversion rate may be a meaningful metric for an eCommerce business but would be inapplicable to a microchip manufacturer. Outcome metrics of this kind are typically context-specific and depend heavily on the organization, business model, and the nature of solutions delivered to the customer. Outcomes may measure externally facing concerns such as increases in revenue, customer retention, etc., as well as internal considerations such as employee engagement.Ī SAFe Portfolio measures outcomes using Key Performance Indicators (KPIs) and Strategic Themes. Each KPI is a specific and quantifiable measure of business results for the value streams within that portfolio. Outcomes help determine whether a development organization’s efforts produce the desired business benefit. The three measurement domains are applicable at all levels of a SAFe EnterpriseĮach measurement domain contains a set of specific metrics, which are described in the sections below. As Figure 2 illustrates, they can be used to measure performance within a SAFe portfolio, a Solution Train, an Agile Release Train, or even a single Agile Team.įigure 2.
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