This workshop presents FLEX as an operating model that is used to present well-defined starting points and shows how to continuously improve them. The focus is not just on FLEX but on how the organization uses it to improve. Here is how the workshop achieves this.

  • Participants meet with the instructor for two hours prior to the workshop in order to help the instructor to speak directly to their needs.

  • Participants do prework, reading a few articles so they can come primed with questions.

  • Participants complete a pre-workshop assessment.

Workshop Objectives:

Learn how to achieve business agility, the quick realization of value predictably, sustainably and with high quality, for companies whose development group is less than 500 people. Participants will learn how to make all aspects of their value streams more effective from beginning strategies through development. They will come out of the workshop with a high level plan that can be a fore-runner to a roadmap for improvement.


1. Foundations

  • The business case for Agility

  • How to create a vision for their organization

  • What’s in their way from achieving this vision

  • Flow and Lean-Thinking

  • What the value stream of the effective organization looks like from strategy to deployment

  • What’s in your way


2. The value stream of the effective organization

  • Strategic planning and Lean portfolio management

  • Lean Product Management

  • The right way to use epics

  • The importance of having an intake process

  • How to sequence your work

  • Planning – both big room planning and flow methods

  • How to organize teams and have them work together. This includes both within a program increment, on an iteration basis, or flow

  • The importance of DevOps

  • New roles required: Product management, RTEs

  • Budgeting and shifting from project to product thinking

3. How to create a roadmap for their organization

4. Last Half-Day: Working together

The workshop itself is two days. The last half day is for the instructor to work with some of the participants to elaborate on the tentative roadmap they created. This also leaves up to a half day to do an introduction to leadership and management on both FLEX and the roadmap

Full Description

FLEX is an operating model using Flow and Lean-Thinking. It is used to describe both the current state of an organization and its future desired state. It always has a focus on the context of the organization. FLEX provides guidance on making the transition from the current to the “to-be” state by attending to the organization’s culture, needs and skills.

FLEX provides a framework that is tailored to the organization and evolves as the organization evolves. This is more effective than approaches based on pre-defined methods. FLEX avoids a big, over-reaching jump that is beyond the capacity of the culture to adjust to.

Central to FLEX is continuous improvement at a pace the organization can sustain. By providing a tangible set of practices, and the principles on how to improve them, it enables organizations to evolve the working method that fits their needs. This contrasts with inspect-and-adapt workshops which seek improvement by focusing on how an organization is following a framework.

This is the workshop to take especially if you are not planning on doing SAFe or are wanting to use SAFe but not “by the book.”

Since SAFe is one of the most well known approaches for Agile at scale, people assume they need to begin Agile at scale by taking the Leading SAFe course. This is not the case. SAFe is a combination of practices and principles invented elsewhere that have been around a long time. FLEX combine these principles and practices in ways that are similar to SAFe but provides a more effective system for portfolio and product management. It  also offers more options than SAFe for organizing and managing trains.


Trying to learn SAFe and then adapting it to your needs presents a few risks. One is discovering that SAFe may not apply to your context and then concluding that Agile itself won’t work for you. This can happen because SAFe is not the same as Agile. It is just a particular way of doing Agile at scale. It does not work for everyone. Another risk is catching the “SAFe Bug” and trying to do everything SAFe says to do, exactly as defined, even if it doesn’t apply.

FLEX helps you avoid this risk. And it takes less time to learn.

Info Sheet



Max class size



2.5 Days




XXDELETED FLEX: The Mid-Scale Alternative to SAFe