Resources & Tools
Practical tools for
real transformation.
We don’t deliver slide decks and leave. Every resource on this page is built from real-world engagements and updated based on practitioner feedback.
Workshop Guides & Templates
Facilitator guides, agendas, and templates built from live engagements across industries.Training & Certification
Certified SAFe and AI training built on real transformation experience, not just framework theory.Free Assessments & Scoring Tools
Agile event assessments, team health checks, and AI readiness scoring, no account required.
Workshops
Turn-key workshop content & guides.
Each workshop resource includes a facilitator guide, agenda, roles, outcomes, and common anti-patterns. Built from real-world facilitation and updated after every engagement.
These guides are available to all visitors. Want a SIG consultant to facilitate one of these workshops for your team? See engagement options.
Designed to help teams decompose large features into actionable, well-defined stories. Covers facilitation steps, roles, and readiness criteria.
A high-level process mapping session to clarify Suppliers, Inputs, Process, Outputs, and Customers. Essential for value stream discovery and alignment.
Strategic Themes are high-level business objectives that connect portfolio vision to execution. This workshop helps teams define and align around them.
Weighted Shortest Job First prioritization for executives and teams. Covers the definition, value, calculation, and when to apply WSJF in your planning process.
Portfolio Kanban is a visual system that exposes flow, WIP, and bottlenecks across the epic pipeline. This workshop helps teams build and adopt one shared board.
Epics and Capabilities Workshop
Turn portfolio Goals into sized, fundable Epics and Capabilities before a single Feature hits the backlog.
A team charter gets a new or reset team explicit about purpose, roles, and working norms before the first sprint. This workshop walks teams through building one collaboratively.
Give teams a shared, repeatable way to size backlog items with story points and a Fibonacci-based scale before sprint planning.
Training
Certified training from people who’ve been there.
Our trainers hold SPC certification. What actually makes the difference is that we have been on both sides of a SAFe transformation. We have coached executives and release train engineers through the hardest parts of the change, and we have been the internal leaders being coached, accountable for making it work inside a real organization with real constraints.
That dual perspective is what separates practitioners from people who have only read the framework. These are not certification-only trainers. This is a team that has lived the work.
AI Training for TPMs & Scrum Masters
SIG AI Training
A six-track, hands-on program built specifically for Technical Program Managers and Scrum Masters. Covers AI foundations, agentic workflows, stakeholder communication, and governance, with 24 workshop-ready artifacts included.
Explore the ProgramSIG Original
Leading SAFe
SAFe Certified Training
Equip leaders at every level to drive Lean-Agile transformation. Covers strategic alignment, PI Planning, and connecting organizational strategy to real execution outcomes. Includes first exam attempt.
SAFe for Product Owner / Product Manager
SAFe Certified Training
Bridge customer needs and program execution. Learn to manage backlogs, guide workflow, and coordinate delivery across the Agile Release Train as a certified PO or PM. Includes first exam attempt.
SAFe for Teams
SAFe Certified Training
Build the foundational skills to thrive on a high-performing Agile team. Learn to collaborate across the ART, execute iterations, and deliver consistent value in a SAFe enterprise environment. Includes first exam attempt.
SAFe for Scrum Masters
SAFe Certified Training
Develop the skills to facilitate team events, remove impediments, and coach Lean-Agile practices across the Agile Release Train. Built for Scrum Masters in a SAFe enterprise environment. Includes first exam attempt.
SAFe for Release Train Engineers
SAFe Certified Training
Master end-to-end value delivery across the Agile Release Train. Learn to lead PI Planning, optimize flow, manage dependencies, and serve as a servant leader across multiple agile teams. Includes first exam attempt.
SAFe Lean Portfolio Management
SAFe Certified Training
Connect portfolio strategy to funding and execution. Apply lean thinking to budgeting, governance, and portfolio operations to keep investment aligned with what actually matters. Includes first exam attempt.
How to Access Training
Training programs require an active retainer or embedded engagement. Retainer clients can add any training class at an additional per-class fee. For embedded engagements, training is typically included in the SOW or added as needed.
Free Tools
Assess your team’s agility and maturity.
These assessments uncover trends and dynamics within teams that might otherwise go unnoticed. Our scoring system converts qualitative feedback into measurable metrics, helping leaders assess team maturity and the effectiveness of Agile events over time.
Whether you are just starting your assessment journey or refining a mature process, these tools are designed to support you at every step. Questions? Contact us.
Score Ranges
Scores reflect team maturity and event effectiveness at time of assessment.
Agile Event Assessments
Backlog Refinement Assessment
Backlog clarity, prioritization, and Agile alignment
Daily Standup Assessment
Clarity, focus, and team engagement
Kanban Planning Assessment
Flow efficiency, WIP limits, and pull practices
Sprint Demo Assessment
Clarity, stakeholder engagement, and value demonstration
Sprint Planning Assessment
Backlog readiness, team alignment, and goal clarity
Sprint Retro Assessment
Engagement, improvement tracking, and psychological safety
Team Assessments
Automation Assessment
Test coverage, CI/CD efficiency, and automation maturity
Empathy Assessment
Team dynamics, collaboration, and pain points
Jira Assessment
Jira workflows, backlog structure, and reporting effectiveness
Team Assessment
Team roles, collaboration, and delivery improvement
AI Assessments
AI Readiness Self-Assessment
Evaluate readiness across data, leadership, process, talent, and adoption dimensions
What Clients Say
Practitioners, not just consultants.
Stephens Insight Group has a rare ability to guide teams through complex change initiatives, simplifying intricate concepts and creating an environment where collaboration and innovation thrive. Both teams sustained the changes and were able to deliver more efficiently and predictably.
Stephens Insight Group speaks from experience, makes the topic approachable to technical and non-technical audiences, and is practical. We have come a long way on the SAFe journey thanks to their coaching.
Working with Stephens Insight Group, we saw a remarkable increase in delivery speed and team morale. Their training workshops were engaging and practical, providing tools and strategies we are now rolling out to additional teams.
Ready to go deeper
with expert support?
SIG offers advisory retainers, workshop facilitation, and fractional leadership engagements designed to drive real, lasting results.