Software development is most like product development where most of the work is in discovering what the customer needs and how to build it. This course focuses on how to most efficiently discover those features that will return the highest benefit to the customers of a company.


This course uses SAFe® terminology to maintain consistency with it.  However, it goes beyond the standard SAFe® Product Manager/Product Owner course by continuing the drive from business value that the Product Manager in the Lean-Agile Enterprise course starts with minimum business increments (MBIs). 

This hands-on course helps participants to go through the entire process of defining and prioritizing business requirements based on business value, creating a product backlog representing all work involved, and forecasting and release planning to manage scope and time line to ensure highest business value is produced.

Participants learn to prioritize and decompose work into stories for the team(s) to produce.


Course Objectives: 

The objectives for this course include:

  • Giving business managers of agile projects an understanding of the Lean-Agile process

  • Emphasizing the need for driving agile projects from business needs

  • Defining, prioritizing, and planning business increments based on highest business value

  • Preparing analysts, developers and testers to do Lean-Agile projects

  • Creating a focus in the development team towards delivering high value, high quality software in a sustainable manner

Learning Objectives: 

The learning objectives for this course include:

  • Define the role and responsibilities of a Lean-Agile Product Owner

  • Define and utilize Business Value criteria for prioritization, planning, and decomposing work

  • Learn how to ensure that the highest business value is always focused on and delivered by the team.

  • Compare and contrast the difference between a release and iteration

  • Understand how to manage scope and time line using velocity of the team(s)

  • Understand the mechanics of product backlog management

  • Compare / contrast the difference in writing of the business feature and user story

  • Identify challenges that may impede the flow of work

  • Learn how to plan for and manage dependencies

  • Understand how to write stories to address architecture & analysis over the life of the project

  • Learn how to decompose complex work into small stories for the teams

  • Identify tools and techniques that provide visibility for work in progress

  • Execute decision making using Lean thinking and business value

  1. Introduction

    • Challenges

    • Discovery

  2. Understanding Lean

    • What is Agility

    • Lean-Agile Context

    • Speed of Realizing Value

  3. Lean-Agile Roles

    • Boundaries

    • Roles

  4. Business Discovery Practices

    • Business Value

  5. Iterative Agile and the Product Owner

    • Iterative Agile

    • Product Owner Responsibilities

  6. Business Delivery Practices

    • Vision

    • Business Backlog and Readiness

    • Iteration 0

    • Product Backlog Management

    • Lean-Agile Estimation

  7. Iterative Agile for Product Owner

    • Iteration Meetings

    • Writing Stories

    • Product Owner Focus

    • Visual Controls

    • Product Owner Standard Work

Full Description

This course focuses on the Business responsibilities and practices needed to effectively drive technology projects.

Topic covered include:

  • Business planning: Portfolio, project, release, and story level

  • Business decomposition: Identifying appropriately-sized business increments

  • Business value decisioning: Value criteria, prioritization, sequencing and focusing teams

  • Business discovery, staging, and readiness for development

  • Business responsibilities and practices for working with teams

  • Using visual controls and reports to make good business decisions


This course is designed within the context of Lean Software Development. This solves many problems in other Agile Analysis methods because it enables Agile practitioners to keep the big picture in mind (which focusing on business value requires) while working on the small pieces (which Agility requires).

Agile analysis has brought about new challenges and new opportunities. Old-school techniques of heavy use-cases or significant up-front analysis no longer work effectively. But how can our requirements be managed effectively when many things are so unclear at the start of a project?

The Product Owner Role in the Lean-Agile Enterprise focuses on uncovering and managing the customers’ needs of the product being built. It teaches how to discover the stories in a more agile manner. However, it goes beyond the process of merely pulling out stories as they are encountered. It also illustrates how to organize the stories so they can be more easily implemented in a consistent manner. Techniques on how to organize requirements to help insure consistent and complete information from your customers and/or subject matter experts (SMEs) are also presented.

This course also goes beyond the Agile mandate of prioritizing stories merely by customer value. It explains why the issues of risk mitigation and customer feedback opportunities must also be considered. By bringing together project management, analysis, development, and QA issues to the role of requirements management in Agile projects, this course enables your staff to be more effective than standard Product Owner training available from other organizations. At the end of the course, students may sit for a situational based exam. With a passing grade, the students earn basic certification in Product Owner.



Max class size



2 Days




The Product Owner in the Lean-Agile Enterprise