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AI-Empowered SAFe Assessments Workshop

Drive continuous improvement through effective, AI-powered SAFe assessments.

Most SAFe transformations reach a point where the team feels like things are improving — but can't prove it. There's no external reference point, no objective baseline, and no clear answer to the question every transformation sponsor eventually asks: where should we focus next?

The AI-Empowered SAFe Assessments Workshop gives you that answer. It provides the overview, purpose and resources to run SAFe's formal assessments effectively — then uses AI to do what used to require manual expert interpretation: analyse the results and generate recommendations specific to your organisation.

Business agility is the ability to compete and thrive by responding quickly to market changes and emerging opportunities with innovative, digitally enabled solutions. Achieving it takes constant reflection, a practice SAFe calls "Measure and Grow": how organisations evaluate their progress toward business agility and decide their next improvement steps. A key part of that is using SAFe assessments to measure proficiency in Lean-Agile practices.

Depending on your context, participants engage with either the Business Agility assessment or one of the five SAFe Discipline assessments. The workshop makes sure assessments are run well, gives teams the time and space to analyse the data, and shows how to use the Comparative Agility platform and its integrated SAFe CoPilot AI to generate tailored recommendations. You can also compare your results against industry benchmark data — so you know not just how you're doing, but how you're doing compared to organisations like yours.

The workshop runs for approximately half a day per team or group, on-site or virtually.

Facilitated by SAFe Fellows who are also SPCTs.

The five SAFe Discipline assessments

Each assessment measures proficiency in the practices of one of the five disciplines of the Lean-Agile organisation. In addition to these five, the Business Agility assessment provides an organisation-wide view across all disciplines.

The five SAFe Discipline assessments: Lean Portfolio Management, Large Solution Integration and Delivery, Product Development Flow, Team and Technical Agility, and Leadership and Culture

Outcomes

  • Create a baseline for demonstrating progress over time
  • Know where to focus improvement efforts — backed by data, not guesswork
  • Populate the improvement backlog with real, objective evidence
  • Adapt the implementation plan based on results
  • Compare performance against industry benchmark data

Overcome these challenges

  • Not knowing where to focus improvement efforts
  • No objective baseline to show the transformation is working
  • Stalled progress with no data to diagnose why
  • Missing the early signals of problems before they become bigger ones

Who should attend

Who's in the room depends on which assessment you're running — the discipline being assessed determines the right participants:

  • LACE members, transformation leaders and change agents for setting baselines and running the Business Agility assessment
  • Agile teams and team members where the discipline is team-level (for example a Team and Technical Agility assessment)
  • ART leaders and participants for ART-level disciplines
  • Portfolio and leadership stakeholders where the discipline sits at the portfolio level

As a rule, match the attendees to the level the assessment measures.

What you'll explore and achieve

Dive into the Measure and Grow mindset and the full suite of SAFe assessments, including the Business Agility assessment and the five SAFe Discipline assessments. You'll learn how to select the right assessment for your situation and proven techniques for facilitating it well.

Then you'll move to analysis: how to interpret the results, identify the critical improvement opportunities, and turn them into backlog items with clear next steps. You'll also learn to use Comparative Agility and its built-in SAFe CoPilot AI to generate tailored recommendations based on your specific results. That's the part that used to require a senior practitioner to do manually.

Ready to get started?

Contact us to scope a workshop for your organisation.

Frequently asked questions

It's a workshop that helps LACE members, ART leaders and change agents run SAFe assessments effectively and act on the results. It covers which assessment to use, how to facilitate it, and how to analyse the data — using the Comparative Agility platform and SAFe CoPilot AI to generate recommendations specific to your organisation.

Previously, making sense of assessment results required manual interpretation by a senior practitioner. SAFe CoPilot — the AI built into the Comparative Agility platform — now does that automatically: it analyses your results and generates tailored recommendations for your next improvement steps. That means teams can move from data to action faster, without needing an expert to translate the findings.

It depends on which assessment you're running, because the right participants match the level the discipline measures. A team-level discipline like Team and Technical Agility involves the teams themselves. ART-level disciplines involve ART leaders and participants. Portfolio-level disciplines involve leadership. Setting a Business Agility baseline is usually driven by LACE members, transformation leaders and change agents. As a rule, match the attendees to the level being assessed.

The Business Agility assessment and the five SAFe Discipline assessments. You learn how to choose the right one for your situation, whether you're setting an initial baseline or drilling into a specific discipline.

Typically about half a day per team or group, though it varies by the discipline being assessed. It works best run on a regular cadence such as quarterly or twice yearly.

Yes. Assessments can be run online through Comparative Agility or via an Excel spreadsheet version, so it works on-site or remotely.

It's the continuous improvement platform used to run the assessments, with SAFe CoPilot AI integrated for analysis and recommendations. It also lets you compare your results against industry benchmark data. Pretty Agile runs regular Comparative Agility meetups — find out more here.

Measure and Grow builds your overall metrics strategy across three domains — Outcomes, Flow and Competency. This workshop focuses specifically on running SAFe's formal assessments (the proficiency and competency piece) and using AI to act on the results. They complement each other: strategy in one, assessment execution in the other.

A clear picture of where the organisation stands, a data-backed view of where to focus next, a backlog of improvement items grounded in evidence, and AI-generated recommendations for next steps. And the ability to run the assessments again on a cadence to track progress over time.

The five SAFe Discipline assessments map to the five disciplines of the Lean-Agile organisation:

  • Lean Portfolio Management — Enabling Strategy Agility
  • Large Solution Integration and Delivery — Building Large-Scale Systems
  • Product Development Flow — Developing Innovative Customer-Centric Products
  • Team and Technical Agility — Accelerating Value Delivery
  • Leadership and Culture — Establishing a New Way of Working

Each assessment measures proficiency in that discipline's practices. In addition to these five, the Business Agility assessment provides an organisation-wide view across all disciplines.