Certified courses

Using Jira Align to Implement SAFe

Learn how to use Jira Align to measure and manage key aspects of a complex agile initiative at scale

14 Nov 2022 Live-Online New York 1 day Early bird $795 Make enquiry Book Course Make enquiry

Course Timings

This training course runs from 12:00 to 20:00 each day.

All times given are in the local timezone for the date of the course.

Course Overview

As the SAFe framework continues to grow in popularity, more companies are discovering that they need proper tooling to become an agile enterprise. With a deep understanding of the complexities and interdependencies associated with SAFe, Atlassian has a significant objective to become the tool provider of choice for organizations practicing or pursuing agile-at-scale. This workshop showcases how Atlassian tools – specifically Jira Align – answer these needs better than any competitor.

Led by a team of veteran AgileCraft and Jira Align practice leads, you will be guided through a dynamic project which unfolds as the workshop progresses. You’ll learn how to use Jira Align to measure and manage key aspects of a complex agile initiative at scale – tracking budget, mapping to the key SAFe constructs, and integrating Jira into your organization.

Course Content

Section 1: Introduction to Jira Align for SAFe Organisations

The opening section will set the groundwork for SAFe and Jira Aligns support of the framework.

Section 2: Portfolio Management

In this section we will review LPM concepts and practices from the perspective of Agile Portfolio Operations and Lean Governance as described by SAFe. Starting with a demonstration of Strategy & Investment Funding, we will look at how strategic goals and their alignment to Strategic Themes help the APMO/LACe and train leaders make decisions.

The participants will then complete the following guided exercises to understand Lean Portfolio Management concepts and how Jira Align supports each.

  • Create Portfolio Epics and associate them to (pre-created) Themes
    • Allocate portioned theme budgets to Portfolio Epics.
  • Manage Intake using the Portfolio Kanban Board
    • Students will move their Epic through the Portfolio Kanban, ensuring exit criteria Is met
  • Use the backlog to prioritize and rank Portfolio Epics – pulling rank from Themes and modifying the ranking of the Epics In the UI
  • 'Create' Roadmaps
    • Calendar View -aka 'planning view'
      • View Planned & Unplanned work, modify the views
      • Students will adjust epics and sync to the backlog
    • PI View – aka "health & reporting view' Students will
      • Update Health
      • Add Milestones
      • View by Product
      • Briefings views by customer

Section 3: Program/ART Management

In this section we will cover the 'heart' of SAFe. Connecting strategy to execution begins with prioritized set of portfolio epics, from there our architects and product managers create the execution plans. Participants will:

  • Decompose Portfolio Epics Into Features
  • Use backlog to rank Features (Jira Epics) Pulling rank from Epics –
    • Align features to Jira Projects for the train.
    • Watch as the feature syncs to Jira
  • Backlog Management
    • Ranking – Pull rank from the Epics, Prioritize the backlog and push the new rank to Jira
    • Orphan objects – using the orphan functionality to ensure all work Is estimated, aligned to a parent and
    • Estimation
    • Kanban column view – pull top features – to get to "close velocity"

Section 4: PI Simulations

  • Prepare for & conduct MOCK PI Planning
    • Select top 10 most Important features (pre-defined list)
    • Program Board – Pre PI Load by PM/RTE role
  • Integration to /from Jira
    • The proper set up of Jira for SAFe
      • Class participants will be able to see stories from Jira Align, write to Jira
      • Class participants creating Feature (Jira Epics) or Stories in Jira
      • Dependencies – 2 per team
      • Risks – 1 per team
      • Objectives
        • Associate 1 to OKR (pre-existing)
        • Program Board View
        • Program Room
      • Monitor PI Progress using the Program Board
        • Show program board In flight – how to resolve problems

Section 5: Report on progress throughout the PI and across the portfolio

  • Work Tree
  • WIP
  • PIP
  • Scope Change
  • Risk report
  • Objective Report/tree
  • PI Progress Report
  • PI Clean up Report
  • Roadmaps
  • INv V Actuals
  • Investment Theme
  • OKR
  • Work Tree Strategy View

Learning Objectives

  • Recognise how Jira Align supports the SAFe framework
  • Apply LPM concepts and practices
  • Create roadmaps to better track progress and customer satisfaction
  • Manage backlog requests and just Jira Epics to rank priorities
  • Prepare PI simulations
  • Implement the proper setup of JIRA for SAFe
  • Utilise reports from the PI simulations to make informed decisions


  • Anyone seeking to use the SAFe model to scale agile to the enterprise
  • Organisations with established agile practices at the team level
  • Organisations with more than three agile release trains that are seeking to gain strategically-aligned delivery across the organization.
  • Program and portfolio managers
  • PMO Directors
  • Transformation leads
  • SAFe leaders and stakeholders
  • Agile leads
  • Business Intelligence and reporting staff in the agile practice
  • Administrators and tooling leads


This class does not require any pre-requisites.

Course Preparation

This course does not require any pre-course preparation.

Certifying Bodies & Exams

This course does not provide a formal certification or include an exam.

What You Receive

One-day of quality instruction from one of our highly experienced trainers. Also included are:

  • Course Materials
  • Radtac Community membership including face-to-face and virtual networking and knowledge sharing opportunities, access to industry experts, special offers and invitations to special events

Online Details

We use Zoom video conferencing to host our live online courses via a virtual classroom. We recommend that before registering participants run a zoom test meeting and check system requirements to ensure they are able to connect. Participants will also use our digital workspace, Mural and our Agile Tools Mobile app for collaboration with the class and completing exercises for the duration of the course. You’ll find links below to test and explain requirements for each of these tools.

Zoom requirements


Zoom test meeting


Mural requirements (if relevant)


Miro requirements (if relevant)


Agile Tools Mobile App


On registration full information will be provided via joining instructions to each partcipant with instructions on how to acess the virtual classroom and additional tools.

Still unsure? Talk to our team of friendly learning advisors, they are here to assist before, during and after your class if you have any questions.

Refine your search
16 Sep 2022 Live-Online New York | 1 day Early bird $795
16 Sep 2022

Learn how to use Jira Align to measure and manage key aspects of a complex agile initiative at scale

Live-Online New York 1 day
Early bird $795
Tools & Technical
Agile Tooling
More info & dates
Book Course
Book Course
14 Nov 2022 Live-Online New York | 1 day Early bird $795
14 Nov 2022

Learn how to use Jira Align to measure and manage key aspects of a complex agile initiative at scale

Live-Online New York 1 day
Early bird $795
Tools & Technical
Agile Tooling
More info & dates
Book Course
Book Course

Why train with Radtac?

Copyright © Radtac 2022     |     All rights reserved     |     Registered in England ∓ Wales No. 03600183