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Release Train Engineering

Trains run on schedule. GitScrum helps release train engineers coordinate cross-team delivery, ensuring regular, predictable releases.

Release Train Concept

How Trains Work

RELEASE TRAIN MODEL:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ THE TRAIN METAPHOR:                                         │
│ ───────────────────                                         │
│                                                             │
│ A release train:                                           │
│ • Leaves the station on a fixed schedule                  │
│ • Takes whatever is ready when it departs                 │
│ • Doesn't wait for late features                          │
│ • Next train comes soon (no need to rush onto this one)   │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ TRAIN SCHEDULE:                                             │
│ ┌─────────────────────────────────────────────────────────┐│
│ │                                                         ││
│ │ ──────────────────────────────────────────────────────► ││
│ │ ▲ Train 1      ▲ Train 2      ▲ Train 3      ▲ Train 4 ││
│ │ │ Jan 15       │ Jan 29       │ Feb 12       │ Feb 26  ││
│ │ │              │              │              │          ││
│ │ └──────────────┴──────────────┴──────────────┴────────► ││
│ │   Every 2 weeks, on schedule                            ││
│ │                                                         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ FEATURE FLOW:                                               │
│ ┌─────────────────────────────────────────────────────────┐│
│ │                                                         ││
│ │ Feature A: ████████ Ready ──► On Train 1 ✓            ││
│ │ Feature B: █████████████████ Ready ──► On Train 2 ✓   ││
│ │ Feature C: ████████████░░░░ Not Ready ──► Train 3     ││
│ │ Feature D: ███ Ready ──► On Train 1 ✓                 ││
│ │                                                         ││
│ │ Ready by cutoff = On the train                        ││
│ │ Not ready = Wait for next train                       ││
│ │                                                         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ BENEFITS:                                                   │
│ • Predictable releases                                    │
│ • No waiting for "that one feature"                       │
│ • Lower stress (next train is coming)                     │
│ • Regular value delivery                                  │
└─────────────────────────────────────────────────────────────┘

Release Train Engineer

RTE Role

RELEASE TRAIN ENGINEER RESPONSIBILITIES:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ FACILITATION:                                               │
│ ─────────────                                               │
│ • Plan and run PI Planning                                │
│ • Facilitate cross-team syncs                             │
│ • Lead system demos                                       │
│ • Coordinate inspect & adapt                              │
│                                                             │
│ COORDINATION:                                               │
│ ─────────────                                               │
│ • Manage cross-team dependencies                          │
│ • Track program-level progress                            │
│ • Coordinate integration                                  │
│ • Align team schedules                                    │
│                                                             │
│ RISK MANAGEMENT:                                            │
│ ────────────────                                            │
│ • Identify program risks                                  │
│ • Escalate blockers                                       │
│ • Clear impediments                                       │
│ • Ensure contingencies                                    │
│                                                             │
│ COMMUNICATION:                                              │
│ ──────────────                                              │
│ • Stakeholder updates                                     │
│ • Status reporting                                        │
│ • Release communication                                   │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ RTE IS NOT:                                                 │
│ ───────────                                                 │
│ ❌ Project manager telling teams what to do               │
│ ❌ Single point of failure                                 │
│ ❌ Technical decision maker                                │
│                                                             │
│ RTE IS:                                                     │
│ ─────────                                                   │
│ ✅ Servant leader for the train                            │
│ ✅ Facilitator and coordinator                             │
│ ✅ Blocker remover                                         │
└─────────────────────────────────────────────────────────────┘

PI Planning

Program Increment Planning

PI PLANNING OVERVIEW:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ WHAT IS A PI:                                               │
│ ─────────────                                               │
│ Program Increment = 8-12 weeks                            │
│ Contains multiple sprints (typically 5-6)                 │
│ Ends with Innovation and Planning iteration               │
│                                                             │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ PROGRAM INCREMENT (10 weeks)                           ││
│ │                                                         ││
│ │ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────────────┐  ││
│ │ │ S 1  │ │ S 2  │ │ S 3  │ │ S 4  │ │ IP Sprint    │  ││
│ │ │ 2wk  │ │ 2wk  │ │ 2wk  │ │ 2wk  │ │ Innovation+  │  ││
│ │ │      │ │      │ │      │ │      │ │ PI Planning  │  ││
│ │ └──────┘ └──────┘ └──────┘ └──────┘ └──────────────┘  ││
│ │                                                         ││
│ │ Each sprint = train departure opportunity              ││
│ │ IP Sprint = Innovation, planning, slack               ││
│ │                                                         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ PI PLANNING EVENT (2 days):                                │
│ ───────────────────────────                                 │
│ Day 1:                                                     │
│ • Business context and vision                             │
│ • Architecture vision                                     │
│ • Team breakouts: Draft plans                             │
│ • Management review                                       │
│                                                             │
│ Day 2:                                                     │
│ • Adjust plans                                            │
│ • Identify dependencies                                   │
│ • Risk identification                                     │
│ • Confidence vote                                          │
│ • Commitment                                               │
│                                                             │
│ OUTPUT:                                                     │
│ • PI objectives for each team                             │
│ • Program board (dependencies visualized)                 │
│ • Risk register                                            │
│ • Committed features                                      │
└─────────────────────────────────────────────────────────────┘

Dependency Management

Cross-Team Coordination

MANAGING DEPENDENCIES:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ PROGRAM BOARD:                                              │
│ ──────────────                                              │
│ ┌─────────────────────────────────────────────────────────┐│
│ │                                                         ││
│ │ SPRINT     │ S1      │ S2      │ S3      │ S4         ││
│ │ ───────────┼─────────┼─────────┼─────────┼─────────── ││
│ │            │         │         │         │             ││
│ │ TEAM A     │ [F1]────┼─────────┼────────►[F3]        ││
│ │            │    ╲    │         │         │             ││
│ │            │     ╲   │         │         │             ││
│ │ TEAM B     │      ╲──┼►[F2]────┼─────────┼────►       ││
│ │            │         │         │         │             ││
│ │            │         │         │         │             ││
│ │ TEAM C     │         │    [F4]─┼►───────►[F5]        ││
│ │            │         │         │         │             ││
│ │ ───────────┴─────────┴─────────┴─────────┴─────────── ││
│ │                                                         ││
│ │ Arrows = Dependencies between teams/features          ││
│ │ Red string = Risk (on physical board)                 ││
│ │                                                         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ DEPENDENCY TYPES:                                           │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ TYPE           EXAMPLE                    RISK         ││
│ │ ────           ───────                    ────         ││
│ │ Team→Team      "We need Team B's API"     High        ││
│ │ External       "Waiting on vendor"        Very High   ││
│ │ Tech           "Need DB upgrade first"    Medium      ││
│ │ Release        "Feature A before B"       Medium      ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ RTE MANAGES:                                                │
│ • Identify dependencies in PI Planning                    │
│ • Track dependency resolution                             │
│ • Escalate at-risk dependencies                           │
│ • Coordinate cross-team communication                     │
└─────────────────────────────────────────────────────────────┘

Running the Train

Cadence and Sync

TRAIN CADENCE:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ REGULAR EVENTS:                                             │
│ ───────────────                                             │
│                                                             │
│ WEEKLY:                                                     │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ SCRUM OF SCRUMS (30-60 min)                            ││
│ │                                                         ││
│ │ Who: Team representatives                              ││
│ │ When: 2-3x per week                                    ││
│ │                                                         ││
│ │ Format:                                                  ││
│ │ • What we accomplished                                 ││
│ │ • What we're working on                                ││
│ │ • Blockers needing escalation                          ││
│ │ • Dependencies update                                  ││
│ │                                                         ││
│ │ RTE facilitates, removes blockers                     ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ EVERY SPRINT:                                               │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ SYSTEM DEMO (1-2 hours)                                ││
│ │                                                         ││
│ │ Who: All teams + stakeholders                          ││
│ │ When: End of each sprint                               ││
│ │                                                         ││
│ │ Format:                                                  ││
│ │ • Demo integrated increment                            ││
│ │ • Show end-to-end functionality                        ││
│ │ • Gather feedback                                      ││
│ │                                                         ││
│ │ All teams integrate into single demo                  ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ EVERY PI:                                                   │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ INSPECT & ADAPT (3-4 hours)                            ││
│ │                                                         ││
│ │ Part 1: PI System Demo                                 ││
│ │ Part 2: Quantitative metrics review                    ││
│ │ Part 3: Retrospective                                  ││
│ │ Part 4: Problem-solving workshop                       ││
│ │                                                         ││
│ │ Whole train reflects and improves                     ││
│ └─────────────────────────────────────────────────────────┘│
└─────────────────────────────────────────────────────────────┘

Risk Management

Program-Level Risks

PROGRAM RISK MANAGEMENT:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ ROAM BOARD:                                                 │
│ ───────────                                                 │
│ ┌─────────────────────────────────────────────────────────┐│
│ │                                                         ││
│ │ RESOLVED      OWNED        ACCEPTED      MITIGATED     ││
│ │ ─────────     ─────        ────────      ─────────     ││
│ │                                                         ││
│ │ [Risk 1]     [Risk 3]     [Risk 5]     [Risk 6]       ││
│ │ [Risk 2]     [Risk 4]                   [Risk 7]       ││
│ │                                                                                                 ││
│ │ R = Done, no longer a risk                             ││
│ │ O = Assigned owner actively working                    ││
│ │ A = Accepted (low impact, we'll deal if happens)      ││
│ │ M = Mitigated (reduced likelihood/impact)             ││
│ │                                                         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ RISK REGISTER:                                              │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ ID  RISK                 PROB  IMPACT  OWNER   STATUS  ││
│ │ ──  ────                 ────  ──────  ─────   ──────  ││
│ │ R3  API delay            Med   High    @sarah  OWNED   ││
│ │     - Daily sync with Team B                          ││
│ │     - Fallback: mock API for testing                  ││
│ │                                                         ││
│ │ R4  Performance issue    High  Med     @alex   OWNED   ││
│ │     - Early perf testing in S2                        ││
│ │     - Spike for alternatives identified               ││
│ │                                                         ││
│ │ R5  Scope creep          Low   Low     @pm     ACCEPT  ││
│ │     - Will track, address if materializes             ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ RTE:                                                        │
│ • Surfaces risks in Scrum of Scrums                       │
│ • Ensures owners are actively mitigating                  │
│ • Escalates to stakeholders when needed                   │
└─────────────────────────────────────────────────────────────┘

Metrics

Train Health

RELEASE TRAIN METRICS:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ PI OBJECTIVES:                                              │
│ ──────────────                                              │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ PI 15 OBJECTIVE COMPLETION                              ││
│ │                                                         ││
│ │ TEAM      COMMITTED  ACHIEVED  PREDICTABILITY          ││
│ │ ────      ─────────  ────────  ─────────────          ││
│ │ Team A    8          7         88%                     ││
│ │ Team B    7          7         100%                    ││
│ │ Team C    6          5         83%                     ││
│ │ Team D    8          6         75% ⚠️                  ││
│ │                                                         ││
│ │ TRAIN:    29         25        86%                     ││
│ │                                                         ││
│ │ Target: 80%+ predictability                           ││
│ │ Team D needs support                                   ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ RELEASE METRICS:                                            │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ TRAIN PERFORMANCE                                       ││
│ │                                                         ││
│ │ METRIC              TARGET    ACTUAL    STATUS         ││
│ │ ──────              ──────    ──────    ──────         ││
│ │ On-time releases    100%      100%      ✅             ││
│ │ Features per PI     20+       24        ✅             ││
│ │ Dependency hit rate 90%+      85%       ⚠️             ││
│ │ PI predictability   80%+      86%       ✅             ││
│ │ Defect escape rate  <5%       3%        ✅             ││
│ │                                                         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ TRACK OVER TIME:                                            │
│ Is the train getting better at delivering predictably?    │
│ Are dependencies being managed earlier?                   │
│ Is quality improving?                                     │
└─────────────────────────────────────────────────────────────┘