Cadence Planning in Scaled Agile Framework Manager Toolkit (Publication Date: 2024/02)


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Discover Insights, Make Informed Decisions, and Stay Ahead of the Curve:

  • Does your current cadence process for reviewing and adjusting strategies, funding and operating plans impact your ability to quickly respond to internal and external changes or disruptions?
  • Have people in that audience contributed to or reviewed your work during planning or implementation?
  • What are your planning and actual cost amounts grouped by expenditure category and expenditure type?
  • Key Features:

    • Comprehensive set of 1500 prioritized Cadence Planning requirements.
    • Extensive coverage of 142 Cadence Planning topic scopes.
    • In-depth analysis of 142 Cadence Planning step-by-step solutions, benefits, BHAGs.
    • Detailed examination of 142 Cadence Planning case studies and use cases.

    • Digital download upon purchase.
    • Enjoy lifetime document updates included with your purchase.
    • Benefit from a fully editable and customizable Excel format.
    • Trusted and utilized by over 10,000 organizations.

    • Covering: Agile Ceremonies, Agile Principles, Agile Governance, Demo And Review, Agile Manifesto, Scrum Backlog, User Feedback, Lean Thinking, Planned Delays, Decentralized Decision Making, Sprint Review, Test Driven Development, Enterprise Solution Delivery, Burn Down Chart, Squad Teams, Sprint Retrospective, Agile Transformation, Agile Program Management, Scaled Solution, Quality Assurance, Value Stream Identification, Retrospective Meeting, Feature Writing, Business Value, Capacity Planning, Testing Automation Framework, Acceptance Criteria, SAFe Overview, Product Development Flow, Organizational Change, Iteration Planning, Product Backlog, Agile Coach, Enterprise Strategy, Prioritized Backlog, Daily Stand Up, Agile Methodologies, Definition Of Done, Intentional Communication, Value Stream Mapping, Inspect And Adapt, User Story Mapping, Agile Metrics, Kanban Method, Scrum Events, Agile Release Train, Sprint Execution, Customer Focus, Scaled Agile Framework, Resource Allocation, Customer Centric, Agile Facilitation, Agile Process Improvement, Effective Communication, Capacity Allocation, Value Stream Alignment, Minimal Viable Product, Sprint Planning, Collaborative Planning, Minimum Viable Product, Release Testing, Product Increment, Scrum Team, Scaled Agile Coach, Technical Debt, Scrum Of Scrums, Lean Agile Leadership, Retrospective Actions, Feature Prioritization, Tailoring Approach, Program Increment, Customer Demos, Scaled Agile Implementation, Portfolio Management, Roadmap Prioritization, Scaling Agile, Lean Portfolio Management, Scrum Master, Continuous Delivery Pipeline, Business Agility, Team Of Teams, Agile Leadership, Agile Artifacts, Product Owner, Cadence Planning, Scrum Retro, Release Roadmap, Release Planning, Agile Culture, Continuous Delivery, Backlog Grooming, Agile Project Management, Continuous Integration, Growth and Innovation, Architecture And Design, Agile Training, Impact Mapping, Scrum Methodology, Solution Demo, Backlog Prioritization, Risk Management, User Stories, Individual Growth Plan, Team Capacity, Agile Development Methodology, Dependencies Management, Roadmap Planning, Team Development, IT Systems, Process Improvement, Agile Adoption, Release Train, Team Velocity, Milestone Planning, Fishbone Analysis, Agile Retrospectives, Sprint Goals, PI Objectives, Servant Leadership, Security Assurance Framework, Incremental Delivery, Dependency Management, Agile Mindset, Lean Budget, Epic Board, Agile Portfolio, Continuous Improvement, Scaled Agile Team, Vision Statement, Innovation And Experimentation, DevOps Automation, Program Increment Planning, Release Approvals, Risk Mitigation, Business Agility Assessment, Flow Kanban, Goal Realization, SAFe Transformation, Retrospective Analysis, Agile Budgeting, Automated Testing, Team Collaboration

    Cadence Planning Assessment Manager Toolkit – Utilization, Solutions, Advantages, BHAG (Big Hairy Audacious Goal):

    Cadence Planning

    Cadence planning refers to the process of regularly reviewing and adjusting strategies, funding, and operating plans. It determines how quickly an organization can respond to changes or disruptions both internally and externally.

    1. Implementing shorter and more frequent cadence cycles allows for faster response times to changes or disruptions.

    2. Leveraging agile planning techniques, such as backlog refinement and continuous prioritization, can help teams adapt quickly.

    3. Encouraging open communication and transparency within teams, as well as between teams and stakeholders, can improve coordination and alignment.

    4. Utilizing lean budgeting and rolling wave budgeting approaches, rather than traditional annual budgets, allows for flexibility in funding and planning.

    5. Conducting regular retrospectives and continuous improvement activities during cadence planning sessions can help identify areas for improvement and make adjustments as needed.

    6. Embedding risk management practices into the cadence planning process can help proactively address potential disruptions.

    7. Utilizing visual management tools, such as kanban boards or program boards, can provide real-time visibility into progress and dependencies, enabling teams to adapt quickly.

    8. Encouraging a culture of experimentation and learning from failures can help teams embrace change and respond effectively.

    9. Regularly reevaluating priorities and adjusting plans based on real-time data and feedback can help teams stay aligned with changing business needs.

    10. Leveraging a Lean-Agile Portfolio Management approach can help prioritize and allocate resources effectively, ensuring alignment with overall strategic goals.

    CONTROL QUESTION: Does the current cadence process for reviewing and adjusting strategies, funding and operating plans impact the ability to quickly respond to internal and external changes or disruptions?

    Big Hairy Audacious Goal (BHAG) for 10 years from now:

    Yes, the current cadence process for reviewing and adjusting strategies, funding and operating plans does impact the ability to quickly respond to internal and external changes or disruptions. However, my big hairy audacious goal for Cadence Planning is to completely revolutionize and streamline the cadence process to make it more agile and adaptable.

    In 10 years, I envision a highly dynamic and flexible cadence planning system that allows for real-time adjustments and decision-making. This system would be powered by advanced technology and data analytics, enabling organizations to continuously monitor and analyze their strategies, funding, and operating plans. This will help identify any potential risks or opportunities and allow for quick pivots and adjustments to stay ahead of the curve.

    Additionally, this new cadence process will prioritize collaboration and communication, breaking down silos and promoting cross-functional teamwork. By fostering a culture of open and transparent communication, teams will be able to gather and act on insights from diverse perspectives, leading to more informed and effective decision-making.

    Furthermore, this new cadence process will not only focus on the short-term goals and plans but also incorporate long-term strategic thinking. It will encourage organizations to set stretch goals and push the boundaries of traditional planning, thus fostering innovation and growth.

    My vision is for Cadence Planning to become an integral part of every organization′s DNA, empowering them to navigate through any disruption or change with ease and agility. With this goal in mind, we can pave the way for a more resilient and successful future for organizations across industries.

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    Cadence Planning Case Study/Use Case example – How to use:

    Client Situation:

    Cadence Planning is a fictional company that operates in the technology industry. The company provides software solutions for managing projects and business processes. In recent years, Cadence Planning has experienced significant growth and success, with its products being widely adopted by various organizations. However, with growth and success comes the need for constant improvement and adaptation. Cadence Planning found itself struggling to respond quickly to internal and external changes and disruptions, which was impacting its ability to sustain its growth and maintain its competitive edge.

    The company′s current process for reviewing and adjusting strategies, funding, and operating plans is not as efficient as it needs to be. There is a lack of coordination and communication between different departments, resulting in delays and inefficiencies. As a result, Cadence Planning was missing opportunities and falling behind its competition in the fast-paced technology industry.

    Consulting Methodology:

    The consulting team adopted a holistic approach to address the client′s situation. This approach encompasses a thorough analysis of the current cadence process, identifying bottlenecks and areas for improvement, developing a new and improved process, and implementing it across the organization. The methodology involved the following steps:

    1. Current Process Analysis: The consulting team conducted a thorough analysis of the current cadence process, involving interviews with key stakeholders, reviewing existing documents and reports, and observing the process in action.

    2. Identifying Challenges and Areas for Improvement: Based on the analysis, the team identified some significant challenges, including silos within the organization, lack of collaboration between departments, and inefficient decision-making processes.

    3. Suggesting Best Practices: The next step involved researching and identifying best practices for reviewing and adjusting strategies, funding, and operating plans. This was done by studying consulting whitepapers, academic business journals, and market research reports.

    4. Developing a New Process: Armed with the knowledge of best practices, the team developed a new cadence process that addressed the identified challenges and incorporated the best practices.

    5. Implementation Plan: The team worked closely with Cadence Planning′s leadership team to develop an implementation plan for the new cadence process. This plan identified key milestones, responsibilities, and timelines for implementing the new process across the organization.


    The consulting team delivered the following key deliverables as part of the engagement:

    1. Current Process Analysis Report: This report provided a comprehensive analysis of the current cadence process, highlighting areas for improvement.

    2. Best Practices Report: Based on research, the team put together a report detailing the best practices for reviewing and adjusting strategies, funding, and operating plans.

    3. New Cadence Process Document: The new cadence process document outlined the new process in detail, including roles and responsibilities, decision-making processes, and communication channels.

    4. Implementation Plan: This plan provided a roadmap for implementing the new process, detailing key milestones, responsibilities, and timelines.

    Implementation Challenges:

    Implementing a new cadence process company-wide came with its share of challenges. The main challenge was overcoming resistance to change from different departments, especially those used to working in silos. Another significant hurdle was ensuring effective communication and coordination between different teams throughout the implementation process. However, these challenges were addressed by involving key stakeholders in the process right from the start and providing ongoing support and training to ensure a smooth transition.

    Key Performance Indicators (KPIs):

    The success of the new cadence process was measured based on the following KPIs:

    1. Time taken to review and adjust strategies, funding, and operating plans: The new process aimed to reduce the time taken to make these crucial decisions.

    2. Customer satisfaction: As Cadence Planning is a customer-centric organization, customer satisfaction was an essential KPI to gauge the effectiveness of the new process.

    3. Revenue and growth: The ultimate goal of the new process was to enable the company to respond quickly to changes and disruptions, which would have a positive impact on revenue and growth.

    Management Considerations:

    Implementing a new process company-wide requires strong leadership and effective change management. The consulting team worked closely with the leadership team at Cadence Planning to ensure buy-in and support for the new process. Clear communication and ongoing trainings were also vital to ensure successful implementation. In addition, monitoring and measuring the effectiveness of the new process, and making necessary adjustments, were also critical management considerations.


    In conclusion, the new cadence process implemented by the consulting team at Cadence Planning had a positive impact on the company′s ability to quickly respond to internal and external changes and disruptions. By addressing bottlenecks and incorporating best practices, the new process enabled better coordination, communication, and decision-making, resulting in improved efficiency and customer satisfaction. The new cadence process also helped Cadence Planning maintain its competitive edge and sustain its growth in the fast-paced technology industry.

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