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.

Free Surveys & Assessments

Agile event surveys, team health checks, and AI readiness assessments — no account required.

Workshop Guides & Templates

Facilitator guides, agendas, and templates built from live engagements across industries.
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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.

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Workshop Guide

Feature Breakdown Workshop

Designed to help teams decompose large features into actionable, well-defined stories. Covers facilitation steps, roles, and readiness criteria.

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Workshop Guide

SIPOC Workshop

A high-level process mapping session to clarify Suppliers, Inputs, Process, Outputs, and Customers. Essential for value stream discovery and alignment.

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Workshop Guide

Strategic Themes Workshop

Strategic Themes are high-level business objectives that connect portfolio vision to execution. This workshop helps teams define and align around them.

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Workshop Guide

WSJF Workshop

Weighted Shortest Job First prioritization for executives and teams. Covers the definition, value, calculation, and when to apply WSJF in your planning process.

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Workshop Guide

Portfolio Kanban Workshop

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.

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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.

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SAFe Certified Training

Leading SAFe

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.

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SAFe Certified Training

SAFe for Product Owner / Product Manager

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.

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SAFe Certified Training

SAFe for Teams

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.

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SAFe Certified Training

SAFe for Scrum Masters

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.

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SAFe Certified Training

SAFe for Release Train Engineers

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.

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SAFe Certified Training

SAFe Lean Portfolio Management

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.

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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.

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Free Tools

Assess your team’s
agility and maturity.

These surveys 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.

1 – 20Struggling
21 – 40Developing
41 – 60Norming
61 – 80Performing
81 – 100Thriving

Agile Event Surveys

Backlog Refinement Assessment

Backlog clarity, prioritization, and Agile alignment
Take Assessment

Daily Standup Assessment

Clarity, focus, and team engagement
Take Assessment

Kanban Planning Survey

Flow efficiency, WIP limits, and pull practices
Take Survey

Sprint Demo Assessment

Clarity, stakeholder engagement, and value demonstration
Take Assessment

Sprint Planning Assessment

Backlog readiness, team alignment, and goal clarity
Take Assessment

Sprint Retro Survey

Engagement, improvement tracking, and psychological safety
Take Survey

Team Surveys

Automation Survey

Test coverage, CI/CD efficiency, and automation maturity
Take Survey

Empathy Survey

Team dynamics, collaboration, and pain points
Take Survey

Jira Survey

Jira workflows, backlog structure, and reporting effectiveness
Take Survey

Team Survey

Team roles, collaboration, and delivery improvement
Take Survey

AI Assessments

AI Readiness Self-Assessment

Evaluate readiness across data, leadership, process, talent, and adoption dimensions
Take Assessment

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.
Director, Technology Program Management, Global Fortune 500
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.
Senior Director, Employee Experience and Product Design
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.
Director, Digital Transformation, Global Fortune 500

Ready to go deeper
with expert support?

SIG offers advisory retainers, workshop facilitation, and fractional leadership engagements designed to drive real, lasting results.