Table of Contents

Introducing FLEX – FLow for Enterprise Transformation: Going Beyond Lean and Agile (online book)

Note: Much of this book has chapters on concepts that are either not well known or that are explained in this book in a more accessible manner than in the past.  If you are already familiar with advanced Agile topics, reading these chapters can give a broad stroke of how FLEX is different than current Agile frameworks.  These are high-lighted for the interested reader. These chapters are in bold. A page with these chapters and why they are so useful, along with some other useful concepts not in this book, can be found here.

Table of Contents


Introduction to FLEX

Part I: Understanding what is required for flow in your organization (with exercises)

  1. The Business Case For Agility
  2. Creating a vision for your organization
  3. What is flow?
  4. The Goal Is Business Agility: What’s in Your Way?

Part II: The value stream of the effective organization

  1. Strategic Planning and Lean Portfolio Management
  2. Lean Product Management
  3. How Epics Are Used in FLEX
  4. The importance of Having an Intake Process
  5. Planning, Collaboration, and Dependency Management 
  6. Implementation and Integration
  7. Release and Realization

Part III: New Roles Needed

  1. Business Architect
  2. The Application Development Manager
  3. The Technology Delivery Manager
  4. The Value Stream Network Architect

Part IV: Agreements We Make With Each Other: The Guardrails

  1. Leadership and Management
  2. Those Working at the Portfolio Level
  3. Business Architect
  4. Product Managers and Product Owners
  5. During Implementation and Integration
  6. Teams and Agile Coaches
  7. During the Planning Event
  8. During Release and Realization (ops et al)

Part V: Using FLEX to transform your organization (with exercises)

  1. The Purpose of an Assessment
  2. Using FLEX to Perform an Assessment for Small-Scale Organizations.
  3. Using FLEX to Perform an Assessment for Mid-Scale Organizations
  4. Using the Theory of Flow to Find Your Impediments
  5. The assessment timeline for a development group of less than 125 people
  6. Setting up a Transition Monitoring Team
  7. Creating a Roadmap for Improvement
  8. Using the Intake Process to Educate Leadership
  9. Attending to Flow Through the Development Group
  10. How Using MBIs Tie Strategies, the intake process, ATDD, and planning together

Part VI: Topics In Depth – Value STream Wide

  1. Inherent Problems at Scale
  2. Mapping Your Value Stream
  3. Laws of Software Development
  4. The Value Stream Impedance Scorecard
  5. Systems thinking and How It Can Be Applied to Frameworks and Methods
  6. Why Lean-Agile Should Be More Predictable than Waterfall
  7. Collaboration and alignment
  8. Improving your company’s culture
  9. The role of leadership and management

Part VII: Topics in Depth – Practices

  1. Create visibility
  2. High Level Release Planning – Pareto Vs Parkinson
  3. Improving WSJF
  4. Running Effective Planning Events
  5. The Benefits of Acceptance Driven Development Using Behavior Driven Development
  6. The Relationship Between Acceptance Test-Driven Development and Design Patterns
  7. How to Use Estimates
  8. A Simple Guide to See if a Change Will Be an Improvement
  9. The Purpose of Metrics

Part VIII: Topics in Depth – Teaching and Adoption

  1. What to say when someone just doesn’t get it
  2. The need to teach the principles that drive practices with the practices
  3. Scaled Learning
  4. The Learning Philosophy of Team Agility
  5. Why Agile Coaches Need to Know Both Scrum and Kanban

Part IX: Using FLEX to both enhance and simplify SAFe

  1. SAFe From a Value Stream Perspective
  2. What SAFe Provides Us
  3. Why Essential SAFe is Both More and Less Than What’s Needed at Small to Mid-Scale
  4. Putting it together: FLEX and SAFe

Part X: Additional Resources on the Net Objectives Portal


  1. Reflections by Al Shalloway
  2. How FLEX is different from Agile Approaches
  3. SAFe: The Good, the Bad, and the Ugly

The next FLEX course is currently being scheduled in August in southern Orange County, CA. If you want to learn more about FLEX you can take an online course at the Net Objectives University. If you want to learn about how to adopt FLEX in your organization please contact the author, Al Shalloway