HeptaMS
Roles & Certification

Three responsibilities. Three levels. One certification path.

HeptaMS is not yet another framework next to Scrum or ITIL — it is the ordering layer above them. That yields a role model you can lay over any organisation, and exactly two kinds of certificate: skill and role.

From sense to certificate

The sense is the question, the skill is the answer, the role puts the answers together.

7 senses
The diagnostic grid

Seven guiding questions as a map — direction, leadership, flow, cadence, stability, collaboration, reach. Not a course, but the way you locate yourself.

Skills
The puzzle pieces

One concrete tool or topic each (OKR, Scrum, Kanban, ITIL, DevOps, make-or-buy, AI security …), half a day to a day. Leads to a skill certificate.

Roles
Putting it together

A curated bundle of skills plus the role-specific layer — facilitation, leadership, hands-on. Leads to a role certificate.

The seven guiding questions and their skill axes

Direction
Where are we going?
OKR & strategic alignment
Leadership
Does the structure enable ownership?
Lean leadership & delegation · Teams & meeting culture
Flow
Does what we build reach the customer?
Lean thinking
Cadence
Does our rhythm match the market?
Scrum · Kanban & Scrumban · Estimating & prioritising
Stability
Does the organisation know how its systems are doing?
ITIL & service management · Monitoring, SRE & observability
Collaboration
Cooperation instead of walls?
DevOps (incl. AI)
Reach
Does make-or-buy hold up?
Make-or-buy · Sourcing, contracts & provider management

Architecture, scaling, AI, improvement and recovery cut across the senses — they serve several guiding questions at once and form skill families of their own.

The VFA triad: three roles every team needs

Value, Flow and Architecture Owner are functions, not job titles. They answer three questions that come up in every endeavour — and that nobody can afford to leave unanswered.

Value Owner
What & why

Stands for working on the right problem: product vision, backlog ownership, prioritisation, stakeholders.

Skills
OKR · Estimating & prioritising · Make-or-buy · Reviews & user feedback
Role layer: facilitating an OKR workshop, running reviews, stakeholder management.
Flow Owner
Reliable flow

Makes sure the work flows: cadence, events, impediments, protecting the team, flow metrics.

Skills
Lean thinking · Scrum · Kanban & Scrumban · Teams & meeting culture · Retrospectives
Role layer: facilitating retrospectives and events, impediment removal, team coaching.
Architecture Owner
How it is built

Owns technical viability: decoupling, operations, security — and specification in the age of AI.

Skills
Agile architecture · DevOps · ITIL · Monitoring & SRE · Spec-driven development & HIH · AI security
Role layer: hands-on labs, blast-radius audit, keeping an ADL, AI-native specification.

The same three functions on three levels

Team, domain, portfolio. The question stays the same, the altitude changes — so there is no new role family per level, just the same cut one level up.

What & why
Reliable flow
How it is built
Level
Portfolio
Whole organisation, investment
Portfolio Value Owner
Investment funding, lean business case, WSJF
Portfolio Flow Owner
Portfolio kanban, lean governance
Portfolio Architecture Owner
Enterprise architecture, standards
Level
Domain / programme
Several teams on one value stream
Domain Value Owner
Domain backlog, roadmap
Domain Flow Owner
PI planning, dependencies
Domain Architecture Owner
System cut, integration layers
Level
Team
One team, one cadence
Value Owner
Backlog, product vision
Flow Owner
Events, impediments, metrics
Architecture Owner
Architecture, operations, AI specification
Three levels, not four

Why three levels instead of four? SAFe defines two intermediate levels between team and portfolio (ART and Large Solution). HeptaMS merges them into the domain level: a clean domain cut covers what SAFe needs an entire solution train for.

Owner

Why "owner" rather than "manager" or "lead"? The term carries responsibility in the sense of rangatiratanga — responsibility for your own contribution and for the whole, not ownership. A Value Owner does not "own" the product; they stand for the team working on the right problems.

Three levels of depth — same topic, different altitude

A topic is taught at different depths depending on the audience. That is why "how do I facilitate an OKR workshop" sits in the role layer, not in the skill course.

A
Awareness
Who for
C-level, decision makers, newcomers
What is taught
Concept, the why, decisions — no mechanics
Typical product
Webinar · executive briefing · foundation
P
Practitioner
Who for
Practitioners (scrum masters, architects, POs)
What is taught
Full mechanics, tools, hands-on
Typical product
Skill course
R
Role
Who for
Role holders
What is taught
Skill plus role-specific facilitation and leadership
Typical product
Role course
Example OKR — one topic, three products
  • A — OKR as a steering logic, when it does not fit, how it relates to MBO and BSC. No workshop mechanics.
  • P — writing OKRs, making key results measurable, cascades, typical mistakes.
  • R — additionally facilitating a real OKR workshop, cascading portfolio OKRs to teams, running an alignment event.

Two kinds of certificate

Skill certificate
One tool, properly mastered
  • One topic at practitioner depth (half a day to a day)
  • Formats: online self-paced or online live (VILT)
  • Multiple-choice exam at the end
  • Counts as a building block towards role certification
Role certificate
One role, ready to hold
  • Curated skill bundle plus the role layer (2 to 4 days)
  • Formats: self-paced, online live or in person (minimum cohort 6–8)
  • Exam plus optional practical submission
  • For Value, Flow and Architecture Owner as well as leadership and scaling

Exam, validity, proof

Exam

Multiple choice, 10–15 questions, 70 % pass mark, three attempts included.

No standalone exam

Training is a mandatory part of certification — there is no exam without the course.

Validity

Versioned and valid for life, no mandatory recertification. Minor updates yearly at no cost, major versions every 24–30 months as an upgrade course.

Proof

Every certificate carries a QR code with a verification link: anyone can check its authenticity publicly, without an account.

HeptaMS role names compared

The HeptaMS function names describe what the role is responsible for; framework names label the role inside a specific method. The mapping shows the closest functional equivalent, not an exact match.

Team level

HeptaMS Scrum SAFe LeSS DA (DAD) PRINCE2 / PMI German
Value Owner Product Owner Product Owner Product Owner Product Owner Product Manager Wertverantwortlicher
Flow Owner Scrum Master Scrum Master Scrum Master Team Lead Project Manager Flussverantwortlicher
Architecture Owner — (implicit in Developers) — (only at ART level) — (implicit) Architecture Owner Technical Lead Architekturverantwortlicher

Domain / programme level

HeptaMS SAFe LeSS PRINCE2 / PMI German
Domain Value Owner Product Management Area Product Owner Senior Product Manager / Programme Manager Wertverantwortlicher (Programm)
Domain Flow Owner Release Train Engineer (RTE) — (no equivalent) Programme Manager / PMO Lead Flussverantwortlicher (Programm)
Domain Architecture Owner System Architect — (implicit) Solution Architect Architekturverantwortlicher (Programm)

Portfolio level

HeptaMS SAFe PRINCE2 / PMI German
Portfolio Value Owner Lean Portfolio Management (LPM) Portfolio Director / Investment Board Wertverantwortlicher (Portfolio)
Portfolio Flow Owner Agile PMO (APMO) Head of PMO Flussverantwortlicher (Portfolio)
Portfolio Architecture Owner Enterprise Architect Chief Architect / CTO Architekturverantwortlicher (Portfolio)

Notes on use

Scrum and LeSS without an Architecture Owner

The absence of an explicit architecture role at team level is not an oversight but a design decision: Scrum assumes the Developers carry architectural responsibility together. With experienced teams that works; with mixed teams or under AI-assisted code generation a vacuum often appears.

German role names

Deliberately functional — "Wertverantwortlicher", "Flussverantwortlicher", "Architekturverantwortlicher". They avoid both the English framework terms and traditional hierarchy language, and can be dropped straight into job descriptions and org charts.

Enterprise Architect and TOGAF®

The title comes from the TOGAF® tradition (business, data, application, technology). SAFe adopted it but narrows the scope to agile portfolio architecture. Organisations using TOGAF as their EA framework will find the mapping to the Portfolio Architecture Owner in the book.

Certification paths

Two sensible entry points — depending on whether you are taking on a role or closing a specific gap.

Path A — into a role
  1. 1 Free webinar (e.g. "The VFA triad") to locate yourself
  2. 2 Lean-AI Foundation: shared language, the seven guiding questions
  3. 3 Role course for Value, Flow or Architecture Owner
  4. 4 Role certificate, then build up at domain or portfolio level
Path B — close one gap deliberately
  1. 1 Skill course on the specific topic (OKR, kanban, ITIL, AI security …)
  2. 2 Skill certificate
  3. 3 Collect further skills as needed
  4. 4 Later roll them up into a role certificate

Find the right course

The course finder lists all skill and role courses with dates, formats and prices. For in-house cohorts and team events, get in touch directly.

The role model and certification logic follow the book "Hepta Management System". The course range and formats keep growing; the course finder is authoritative.