Priority & resource recs
Incl. PSB RXL
Audience: DSD & Division Chiefs
Then Next Steps Meeting
Assign work & teams
Summary of PSB, cycle starts
ART, PMs, Stakeholders
These are the ONLY authorized meetings. No other ceremonial or drive-by meetings. If you need something not on this list, it goes through ART.
| Meeting | When | Duration | Attendees | Purpose | Output |
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| DSD Lead Planning Day | D-1 | Half day | DSD Lead, Intake & Integration Team, Team Leads, ART | Intake & Integration team presents scoped problems. Team leads recommend priority, then resource allocation. PSB RXL (rehearsal). | PSB briefing package ready; draft order; no surprises at PSB |
| PSB with CG | D-Day | As scheduled | CG (chairs), DSD, Division Chiefs, ART, CDO, PMs | CG approves/defers/divests each project. Priorities ranked. Resources allocated. | GO/NO-GO per project; decisions documented same day |
| ART Sync | D+1 | 1–2 hrs | ART, Scrum Masters, team leads | Assign teams to projects, identify cross-team dependencies, start work breakdown | Teams assigned; dependency map |
| PI Kickoff | D+2 | 1–2 hrs | All team members | Brief PSB summary, set cycle objectives, Sprint 1 scope understood | Everyone aligned on what we’re building this cycle |
| BHO — Intake & Integration to Team | D+3 | 1–2 hrs | ART, PMs, Stakeholders | Build stakeholder map per project: consumer, success criteria, approver | Stakeholder map per project complete |
| Daily Standup | Every work day (Wk 2–12) | ≤15 min | Sprint team (devs, SM, PM) | What did you do, what will you do, any blockers | Blockers escalated same day |
| Scrum of Scrums | ~D+35 (midpoint) | 1 hr | All Scrum Masters + ART | Process only — not project content. Is what we are doing working? | Process changes agreed for remaining sprints |
| Product Midpoint Check-in | ~D+35 (same day) | 1 hr | PMs + Stakeholders | Project-specific. What’s on track, what’s at risk, what needs to pivot. | Decisions documented; priorities adjusted if needed |
| Sprint Boundary AAR | End of each sprint | 30–45 min | Sprint team | Internal team retro — what worked, what didn’t | Milestone chart updated; demo materials prepped |
| AAR w/ DSD & Stakeholders | O/A first day of each sprint | 30–45 min | ART, DSD, Stakeholders | ART provides project updates to DSD and stakeholders. Status, risks, decisions. | Leadership informed; blockers escalated |
| ART Back-Brief | Start of dev sprints | 30 min | ART Leadership, boss | Back-brief: the plan, dependencies, projected progress | Boss aligned on expectations and constraints |
| Product Demo | Week 12 | As needed | PMs (lead), devs (support), stakeholders, CG/SLs | Demo working capability — not slides. Named consumer validates. | Feedback collected same day; categorized: fix now / next cycle / backlog / won’t do |
| Cycle Retro / AAR | Week 12 (after demo) | 1–2 hrs | OIC/NCOIC (lead), ART, all team leads, DSD Director | Full cycle retro. Cross-team patterns. Process changes for next cycle. Decision point: invest, divest, or pivot on each capability. | Actionable items with owners and deadlines; invest/divest/pivot decisions documented |
| Role | PSB Week (D-1 → D+3) |
Discovery & Framing (Wk 2–3) |
Dev Sprint 1 (Wk 4–5) |
Dev Sprint 2 (Wk 6–7) |
Dev Sprint 3 (Wk 8–9) |
Dev Sprint 4 (Wk 10–11) |
Demo/Retro (Wk 12) |
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| Intake & Integration Team (Deputy + 2–3) |
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| Sustainment TBD — Need People |
N/A this cycle | N/A this cycle | N/A this cycle | N/A this cycle | N/A this cycle | N/A this cycle |
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| Training Team (Outside ODT) |
N/A | N/A | N/A | N/A | N/A |
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SAFe is a framework for scaling Agile practices across large organizations. It synchronizes multiple teams around a shared mission through structured planning cycles called Program Increments (PIs) — typically 8-12 weeks of coordinated development.
The Capability Lifecycle describes how a data capability moves from initial intake through fielding, sustainment, and eventual retirement. It is the end-to-end process that governs how the ODT identifies, builds, deploys, and evolves capabilities for the command.
Three decision points control progression. The Approval Gate (PSB with CG) authorizes transition from Concept to Development. The Demo/Retro Decision Gate (ART recommends, DSD Director signs off) is iterative — at the end of each PI, a product may invest (continue development), divest (discontinue), or pivot (change direction). Projects can cycle between Development and this gate multiple times, and may also cycle back to Concept if needed. The Transition Gate authorizes handoff from Execution & Sustainment to Evolution or EOL. No automatic advancement — each gate is a deliberate command decision.
New capabilities are built inside SAFe sprints with ART oversight. Once deployed, they are operationalized outside SAFe — sustained by operational teams, not developers. This distinction is critical: development capacity must be protected from sustainment drag.
| Task | Responsible | Conditions | Standard |
|---|---|---|---|
| Confirm team composition | OIC / NCOIC | Before cycle start | Each team has: leads (OIC, NCOIC, ART, CDO), scoping (Deputy + 2–3), devs (~5). Names on roster, no TBD. |
| Reserve calendar blocks | ART | Before D-1 | All ceremonies blocked: PIS, PSB, PI Kickoff, ART Sync, BHO, midpoint, demo, AAR. No conflicts with holidays/exercises per PIS decision. |
| Prepare Hermes backlog | Intake & Integration Team | Hermes submissions received | All submissions triaged. Each has: problem statement, data source identified, requestor POC, initial feasibility flag. |
| Prep PSB briefing package | Intake & Integration Team + OIC | Backlog triaged | Prioritized list with recommendation (approve/defer/divest). Resource estimate per project. Ready for CG decision. |
| Task | Responsible | Conditions | Standard |
|---|---|---|---|
| DSD Lead Planning Day (D-1) | DSD Lead + Intake & Integration Team | Briefing package complete | Intake & Integration team presents scoped problems. Team leads recommend priority, then resource allocation. PSB RXL (rehearsal) complete. Draft order prepared. No surprises at PSB. |
| PSB with CG (D-Day) | CG chairs; OIC briefs | Planning Day complete | Audience: DSD & Division Chiefs. Each project gets GO/NO-GO. Priorities ranked. Resources allocated. Decision documented same day. |
| ART Sync (D+1) | ART | PSB decisions published | Teams assigned to projects. Cross-team dependencies identified. Work breakdown started. |
| PI Kickoff (D+2) | ART | ART Sync complete | All team members attend. PSB summary briefed. Cycle objectives clear. Sprint 1 scope understood. |
| BHO — Intake & Integration Team to Team (D+3) | ART + PMs + Stakeholders | Teams assigned | Stakeholder map for each project complete. Each PM knows: who is the consumer, what does success look like, who approves. |
| Task | Responsible | Conditions | Standard |
|---|---|---|---|
| Scope each approved project | Intake & Integration Team | PSB-approved projects list | Each project has: data connection confirmed, history reviewed, feasibility validated, acceptance criteria written. |
| Write sprint-ready requirements | Intake & Integration Team + PM | Scoping complete | Requirements are testable, sized, and assigned to a sprint. No ambiguous scope. PM has accepted. |
| Technical discovery | Developers | Requirements drafted | Data sources verified. Technical approach documented. Effort estimated (S/M/L). Blockers flagged to ART. |
| Prioritize backlog | Product Managers | Requirements + estimates in | Backlog ordered by priority. Sprint 2 work queue finalized. Dependencies flagged. |
| Stand up sprint ceremonies | Scrum Masters | Teams formed | Daily standup time set. Sprint board created. Definition of done agreed. Retro scheduled. |
| KM: Develop artifacts & documentation | Knowledge Management | Scoping underway | KM develops artifacts and helps with documentation for scoped projects. |
| Task | Responsible | Conditions | Standard |
|---|---|---|---|
| Daily standup | Scrum Master facilitates | Every work day | ≤15 min. Three questions: what did you do, what will you do, any blockers. Blockers escalated same day. |
| Design & build | Developers | Sprint-ready requirements | Code follows C2DAO naming. Branch-first. Unit tests pass. No work on main. |
| Manage backlog | Product Managers | Ongoing | Backlog groomed weekly. New items sized. Completed items accepted or returned with feedback. |
| Shield devs from interruptions | ART | Ongoing | All random drop-ins, ad-hoc meetings, and drive-by requests go through ART. Devs are NOT pulled from sprint work. Zero tolerance. |
| Sprint end: update milestone chart | Scrum Master + PM | Each sprint boundary | Milestone chart updated. Demo materials prepped (each sprint can demo something different). Internal team AAR conducted. |
| Dev freeze | Scrum Master coordinates | Before demo prep | No new features after freeze. Bug fixes only. Freeze point decided at sprint planning. |
| Midpoint: Scrum of Scrums (~D+35) | All Scrum Masters + ART | Between Dev Sprint 2 and Dev Sprint 3 | Process discussion only — not project content. Is what we are doing working? Each SM brings stakeholder engagement plan. |
| Midpoint: Product Check-in (~D+35) | PMs + Stakeholders | Same day as Scrum of Scrums | Project-specific. What’s on track, what’s at risk, what needs to pivot. Decisions documented. |
| AAR w/ DSD & Stakeholders | ART | Each sprint boundary | ART provides project updates to DSD and stakeholders at each sprint end. Status, risks, and decisions communicated. |
| ART back-brief to boss | ART Leadership | Start of dev sprints | Back-brief outlines: the plan, dependencies, and projected progress (“this is how far we think we can get”). |
| KM: Update technical docs & user guides | Knowledge Management | Ongoing during dev | KM updates technical documentation and user guides. Links with PMs for content alignment. |
| Next-cycle scoping (parallel) | Intake & Integration Team | After Sprint 1 ends | Intake & Integration team begins triaging next cycle’s Hermes submissions in parallel. Not waiting for current cycle to end. |
| Task | Responsible | Conditions | Standard |
|---|---|---|---|
| Product demo | PM leads; devs support | Dev freeze complete | Each product demoed to stakeholders. Demo shows working capability, not slides. Named consumer validates. |
| Collect feedback | Product Managers | Demo complete | Feedback documented same day. Categorized: fix now, next cycle, backlog, won’t do. |
| Decision Gate — ART recommends, DSD signs off | ART recommends; DSD approves | Demo & feedback complete | For each product: continue development, transition to sustainment, or discontinue. Iterative — projects may cycle back to further development. Decision documented. |
| Handoff (if recommended) | PM + Dev lead + Handoff/Scaling team | DSD approves handoff | Handoff plan must be complete before Retro. Deployed capabilities handed to sustainment with: documentation, data sources, limitations, maintenance guidance, POC. (TBD — sustainment team not yet stood up) |
| Internal team AAR | OIC / NCOIC leads | Demo complete | What worked, what didn’t, what to change. Actionable items assigned with owners and deadlines. |
| Aggregate lessons learned | ART | All team AARs complete | Cross-team patterns identified. Process changes for next cycle documented. RACI: Intake & Integration Team (R), ART (A), Leadership (C), Stakeholders/Devs (I). |
| KM publishes PI Order | Knowledge Management | PSB decisions + AAR complete | PI Order captures: what was done, project status (continue / handoff / discontinued), next cycle direction. Draft order enters PSB; final order published at PI close. |
| Prep next cycle PSB brief | OIC / NCOIC | AAR complete, next-cycle scoping done | Briefing package for next PSB ready. Includes: this cycle results, lessons learned, next cycle recommended priorities. |
| Rule | Enforced By | Standard |
|---|---|---|
| No drive-by tasking to developers | ART | All requests go through ART or PM. Developers do not attend unscheduled meetings. If someone bypasses this, ART intervenes same day. |
| Branch-first development | Scrum Master | All work on branches. No changes to main/production without promotion review. Violations = NO-GO. |
| C2DAO naming & governance | PM + Dev lead | All artifacts follow C2DAO naming convention. Classification markings set. Promotion descriptions complete (what/why/impact). |
| Milestone chart updated each sprint | Scrum Master | Updated before sprint boundary. Shows: planned vs actual, risks, dependencies. Visible to ART and leadership. |
| Flexible/special days | Decided at Planning Day (D-1) | Holidays, exercises, admin/TDY/professional dev/AFT days identified at cycle start. Sprint capacity adjusted accordingly. All days are WORKING DAYS. |
| No meetings beyond prescribed ceremonies | ART | Standup, sprint boundaries, midpoint, retro, AAR. That’s it. If you need something else, it goes through ART. |
| Lessons learned feed forward | ART | Previous cycle’s lessons reviewed at Planning Day (D-1). At least one process change implemented per cycle. No repeating the same AAR finding twice. |
| TACON vs ADCON | All | Rating chain (ADCON) is separate from task organization (TACON). Your rater is NOT necessarily your team lead in the D-Day cycle. |
| Draft order → PI Order | KM | Draft order enters PSB; final PI Order published at close of PI. Captures project status, direction, and decisions. |
| Item | Status | Blocker / Notes |
|---|---|---|
| Sustainment team personnel | NOT STAFFED | Need dedicated people to accept and maintain deployed capabilities. Currently no handoff target. |
| Scaling team | UNDEFINED | Who handles enterprise rollout after sustainment? Unknown. |
| Lessons learned implementation process | DRAFT | RACI defined. Aggregation process TBD. Need a mechanism to track whether prior lessons actually changed process. |
| Personnel alignment across teams | DEFINED | Three divisions: Data (Governance, ORSA, Platform, Tech Writers), Solutions/ART (3 dev team branches, PMs as Branch Chiefs), Intake & Integration (D&F, Handoff/Scaling, KM, TIL). Division Chiefs lead. Actual names TBD per cycle. |
| Training team integration | DRAFT | Training is outside ODT. When do they engage? How do they get requirements? Handoff process undefined. |