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It’s not you, it’s us:
Winning over people for yourself and the team
Neha Batra, Engineer at Pivotal Labs
@nerdneha
#s1p #springone
It’s not you, it’s us; squad goals
To give you a toolchest of techniques to enable all
personalities of your team, clients, and customers
to prevent and mitigate issues as they come up
with a facilitator’s mindset.
@nerdneha
It’s not you, it’s us; squad goals
To give you a toolchest of techniques to enable all
personalities of your team, clients, and customers
to prevent and mitigate issues as they come up
with a facilitator’s mindset.
@nerdneha
It’s not you, it’s us; squad goals
To give you a toolchest of techniques to enable all
personalities of your team, clients, and customers
to prevent and mitigate issues as they come up
with a facilitator’s mindset.
@nerdneha
It’s not you, it’s us; squad goals
To give you a toolchest of techniques to enable all
personalities of your team, clients, and customers
to prevent and mitigate issues as they come up
with a facilitator’s mindset.
● Get good teamwork in the first place
● Deal with issues as they come
@nerdneha
It’s not you, it’s us; squad goals
To give you a toolchest of techniques to enable all
personalities of your team, clients, and customers
to prevent and mitigate issues as they come up
with a facilitator’s mindset.
@nerdneha
My interest in facilitating better team interactions
@nerdneha
My interest in facilitating better team interactions
@nerdneha
My interest in facilitating better team interactions
@nerdneha
People are both the
problem
and the solution
“All life is an
experiment.
The more experiments
you make the better”
- Ralph Waldo Emerson
Alignment
Planning
Execution
Feedback
Project Level
Weekly Level
Daily Level
Project Level
Weekly Level
Daily Level
Mindset
Making team friends is hard
@nerdneha
Mindset
Making team friends is hard
Ignore yellow flags
@nerdneha
Mindset
Making team friends is hard
Ignore yellow flags
We’re on the same team
@nerdneha
SWOT: What do you bring to the table?
@nerdneha
SWOT: What do you bring to the table?
Write it down
@nerdneha
SWOT: What do you bring to the table?
Share it
@nerdneha
What do you want? Why do you care?
@nerdneha
What do they want? Why do they care? (Empathy)
@nerdneha
What do they want? Why do they care? (Empathy)
¯_(ツ)_/¯
@nerdneha
Inception -- aligns goals and scope
● Overview & Scope
● Deadlines & Milestones
● Goals (engagement & product) & Anti-goals
● Risks & Mitigating strategies
● Team & Roles & Stakeholders
● Workflow
● Story writing & Prioritization
● Retro
@nerdneha
Inception -- aligns goals and scope
Alignment
Planning
Execution
Feedback
@nerdneha
Inception -- aligns goals and scope
● Overview & Scope
● Deadlines & Milestones
● Goals (engagement & product) & Anti-goals
● Risks & Mitigating strategies
● Team & Roles & Stakeholders
● Workflow
● Story writing & Prioritization
● Retro
Alignment
Planning
Execution
Feedback
@nerdneha
Inception -- aligns goals and scope
● Overview & Scope
● Deadlines & Milestones
● Goals (engagement & product) & Anti-goals
● Risks & Mitigating strategies
● Team & Roles & Stakeholders
● Workflow
● Story writing & Prioritization
● Retro
@nerdneha
Inceptions -- align goals and scope
● Overview & Scope
● Deadlines & Milestones
● Goals (engagement & product) & Anti-goals
● Risks & Mitigating strategies
● Team & Roles & Stakeholders
● Workflow
● Story writing & Prioritization
● Retro
The moment our
nay-sayers
(“engineers”) have
been waiting for
@nerdneha
Facilitator’s Techniques
● Start meetings with a purpose & set scope
● Have parking lot for out of scope
● Read the room
● Breakouts & Joining
● Sticky notes & Sharing
● Checkpoints
● Summarize
@nerdneha
Facilitator’s Techniques
● Start meetings with a purpose & set scope
● Have parking lot for out of scope
● Read the room
● Breakouts & Joining
● Sticky notes & Sharing
● Checkpoints
● Summarize; relate back to purpose
@nerdneha
Project-level tools sets the tone for
collaboration and productivity
● SWOT Analysis: what is your team’s combined profile?
● Personal Goals: what do we each want out of the project?
● Inception
@nerdneha
Project Level
Weekly Level
Daily Level
“People are happiest
when people are being
productive”
- Rob Mee
Schedule -- provides predictable template
Alignment
Planning
Execution
Feedback
@nerdneha
Schedule -- provides predictable template
Alignment
Planning
Execution
Feedback
Standups
Pre-IPM
IPM
(WORK)
Pre-CL
CL
Retros
@nerdneha
Retrospectives -- circulates feedback
Action Items
@nerdneha
Retrospectives -- circulates feedback
Action Items
Tech Retros
Parking Lot
@nerdneha
Weekly-level tools give people a forum; a place
to be heard
● Set schedule/cadence
● Provide feedback opportunities at multiple levels
● Provide “safe haven” to get work done free from scope changes
● Have a way to collect concerns and dedicated time to discuss them
@nerdneha
Project Level
Weekly Level
Daily Level
Talk in person & record in writing -- reduces
confusion
Walk over to PM
Pair with designer
Schedule check-in
Appear.in/Dedicated video
Call - Batphone
@nerdneha
Talk in person & record in writing -- reduces
confusion
Write into story comments
Write into epics
Take photos & upload
Gdrive / shared folder of info
@nerdneha
Credit: Onsi Fakhouri
Credit: Onsi Fakhouri
Credit: Onsi Fakhouri
Credit: Onsi Fakhouri
TDD + Pairing -- avoids fights
Easier to agree on a test
Go with the simplest implementation
Red, Green, Refactor
No pull requests/judgement day!
@nerdneha
TDD + Pairing -- avoids fights
Alignment
Planning
Execution
Feedback
@nerdneha
TDD + Pairing -- avoids fights
Easier to agree on a test
Go with the simplest implementation
Red, Green, Refactor
No pull requests/judgement day!
Alignment & Planning
Execution & Feedback
@nerdneha
Daily Retros -- circulates feedback faster
How do you think it went?
I was concerned about ______, did you feel that way?
Should we try something new next time?
@nerdneha
Daily-level tools flush out issues early
● Talk in person
● Write down conversation/context
● Find a way to align first (ex: TDD + Pairing or discussing high-level)
● Daily retros
@nerdneha
Project Level
Weekly Level
Daily Level
*When things get tense
Think about the way you want to attack the problem first.
What are the ramifications?
Is it better 1:1 (sensitive) or in a meeting (group alignment)?
What do you want out of this conversation?
Establish shared goals and shared interest.
Give benefit of the doubt. Listen. Do they feel the same way?
Share your side objectively (STATE):
● Share your facts
● Tell your story
● Ask for others’ paths
● Talk tentatively
● Encourage Testing
Addressing the issue head-on
(adapted from Crucial Conversations)
@nerdneha
It’s not you, it’s us; squad goals
To give you a toolchest of techniques to enable all
personalities of your team, clients, and customers
to prevent and mitigate issues as they come up
with a facilitator’s mindset.
@nerdneha
Tool chest to prevent & mitigate issues as
they come up
● SWOT Analysis: what is your team’s combined profile?
● Personal Goals: what do we each want out of the project?
● Inception
● Set schedule/cadence
● Provide feedback opportunities at multiple levels
● Provide “safe haven” to get work done free from scope changes
● Have a way to collect concerns and dedicated time to discuss them
● Talk in person
● Write down conversation/context
● Find a way to align first (ex: TDD + Pairing or discussing high-level)
● Daily retros @nerdneha
It’s not you, it’s us:
Winning over people for yourself and the team
Neha Batra, Engineer at Pivotal Labs
@nerdneha
#s1p #springone

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Winning over people with facilitation techniques

  • 1. It’s not you, it’s us: Winning over people for yourself and the team Neha Batra, Engineer at Pivotal Labs @nerdneha #s1p #springone
  • 2. It’s not you, it’s us; squad goals To give you a toolchest of techniques to enable all personalities of your team, clients, and customers to prevent and mitigate issues as they come up with a facilitator’s mindset. @nerdneha
  • 3. It’s not you, it’s us; squad goals To give you a toolchest of techniques to enable all personalities of your team, clients, and customers to prevent and mitigate issues as they come up with a facilitator’s mindset. @nerdneha
  • 4. It’s not you, it’s us; squad goals To give you a toolchest of techniques to enable all personalities of your team, clients, and customers to prevent and mitigate issues as they come up with a facilitator’s mindset. @nerdneha
  • 5. It’s not you, it’s us; squad goals To give you a toolchest of techniques to enable all personalities of your team, clients, and customers to prevent and mitigate issues as they come up with a facilitator’s mindset. ● Get good teamwork in the first place ● Deal with issues as they come @nerdneha
  • 6. It’s not you, it’s us; squad goals To give you a toolchest of techniques to enable all personalities of your team, clients, and customers to prevent and mitigate issues as they come up with a facilitator’s mindset. @nerdneha
  • 7. My interest in facilitating better team interactions @nerdneha
  • 8. My interest in facilitating better team interactions @nerdneha
  • 9. My interest in facilitating better team interactions @nerdneha
  • 10. People are both the problem and the solution
  • 11.
  • 12.
  • 13.
  • 14. “All life is an experiment. The more experiments you make the better” - Ralph Waldo Emerson
  • 18. Mindset Making team friends is hard @nerdneha
  • 19.
  • 20. Mindset Making team friends is hard Ignore yellow flags @nerdneha
  • 21.
  • 22. Mindset Making team friends is hard Ignore yellow flags We’re on the same team @nerdneha
  • 23. SWOT: What do you bring to the table? @nerdneha
  • 24. SWOT: What do you bring to the table? Write it down @nerdneha
  • 25. SWOT: What do you bring to the table? Share it @nerdneha
  • 26. What do you want? Why do you care? @nerdneha
  • 27. What do they want? Why do they care? (Empathy) @nerdneha
  • 28. What do they want? Why do they care? (Empathy) ¯_(ツ)_/¯ @nerdneha
  • 29. Inception -- aligns goals and scope ● Overview & Scope ● Deadlines & Milestones ● Goals (engagement & product) & Anti-goals ● Risks & Mitigating strategies ● Team & Roles & Stakeholders ● Workflow ● Story writing & Prioritization ● Retro @nerdneha
  • 30. Inception -- aligns goals and scope Alignment Planning Execution Feedback @nerdneha
  • 31. Inception -- aligns goals and scope ● Overview & Scope ● Deadlines & Milestones ● Goals (engagement & product) & Anti-goals ● Risks & Mitigating strategies ● Team & Roles & Stakeholders ● Workflow ● Story writing & Prioritization ● Retro Alignment Planning Execution Feedback @nerdneha
  • 32. Inception -- aligns goals and scope ● Overview & Scope ● Deadlines & Milestones ● Goals (engagement & product) & Anti-goals ● Risks & Mitigating strategies ● Team & Roles & Stakeholders ● Workflow ● Story writing & Prioritization ● Retro @nerdneha
  • 33. Inceptions -- align goals and scope ● Overview & Scope ● Deadlines & Milestones ● Goals (engagement & product) & Anti-goals ● Risks & Mitigating strategies ● Team & Roles & Stakeholders ● Workflow ● Story writing & Prioritization ● Retro The moment our nay-sayers (“engineers”) have been waiting for @nerdneha
  • 34. Facilitator’s Techniques ● Start meetings with a purpose & set scope ● Have parking lot for out of scope ● Read the room ● Breakouts & Joining ● Sticky notes & Sharing ● Checkpoints ● Summarize @nerdneha
  • 35. Facilitator’s Techniques ● Start meetings with a purpose & set scope ● Have parking lot for out of scope ● Read the room ● Breakouts & Joining ● Sticky notes & Sharing ● Checkpoints ● Summarize; relate back to purpose @nerdneha
  • 36. Project-level tools sets the tone for collaboration and productivity ● SWOT Analysis: what is your team’s combined profile? ● Personal Goals: what do we each want out of the project? ● Inception @nerdneha
  • 38. “People are happiest when people are being productive” - Rob Mee
  • 39. Schedule -- provides predictable template Alignment Planning Execution Feedback @nerdneha
  • 40. Schedule -- provides predictable template Alignment Planning Execution Feedback Standups Pre-IPM IPM (WORK) Pre-CL CL Retros @nerdneha
  • 41.
  • 42. Retrospectives -- circulates feedback Action Items @nerdneha
  • 43. Retrospectives -- circulates feedback Action Items Tech Retros Parking Lot @nerdneha
  • 44. Weekly-level tools give people a forum; a place to be heard ● Set schedule/cadence ● Provide feedback opportunities at multiple levels ● Provide “safe haven” to get work done free from scope changes ● Have a way to collect concerns and dedicated time to discuss them @nerdneha
  • 46. Talk in person & record in writing -- reduces confusion Walk over to PM Pair with designer Schedule check-in Appear.in/Dedicated video Call - Batphone @nerdneha
  • 47. Talk in person & record in writing -- reduces confusion Write into story comments Write into epics Take photos & upload Gdrive / shared folder of info @nerdneha
  • 52. TDD + Pairing -- avoids fights Easier to agree on a test Go with the simplest implementation Red, Green, Refactor No pull requests/judgement day! @nerdneha
  • 53. TDD + Pairing -- avoids fights Alignment Planning Execution Feedback @nerdneha
  • 54. TDD + Pairing -- avoids fights Easier to agree on a test Go with the simplest implementation Red, Green, Refactor No pull requests/judgement day! Alignment & Planning Execution & Feedback @nerdneha
  • 55. Daily Retros -- circulates feedback faster How do you think it went? I was concerned about ______, did you feel that way? Should we try something new next time? @nerdneha
  • 56. Daily-level tools flush out issues early ● Talk in person ● Write down conversation/context ● Find a way to align first (ex: TDD + Pairing or discussing high-level) ● Daily retros @nerdneha
  • 57. Project Level Weekly Level Daily Level *When things get tense
  • 58.
  • 59.
  • 60.
  • 61. Think about the way you want to attack the problem first. What are the ramifications? Is it better 1:1 (sensitive) or in a meeting (group alignment)?
  • 62. What do you want out of this conversation? Establish shared goals and shared interest. Give benefit of the doubt. Listen. Do they feel the same way? Share your side objectively (STATE): ● Share your facts ● Tell your story ● Ask for others’ paths ● Talk tentatively ● Encourage Testing Addressing the issue head-on (adapted from Crucial Conversations) @nerdneha
  • 63. It’s not you, it’s us; squad goals To give you a toolchest of techniques to enable all personalities of your team, clients, and customers to prevent and mitigate issues as they come up with a facilitator’s mindset. @nerdneha
  • 64. Tool chest to prevent & mitigate issues as they come up ● SWOT Analysis: what is your team’s combined profile? ● Personal Goals: what do we each want out of the project? ● Inception ● Set schedule/cadence ● Provide feedback opportunities at multiple levels ● Provide “safe haven” to get work done free from scope changes ● Have a way to collect concerns and dedicated time to discuss them ● Talk in person ● Write down conversation/context ● Find a way to align first (ex: TDD + Pairing or discussing high-level) ● Daily retros @nerdneha
  • 65. It’s not you, it’s us: Winning over people for yourself and the team Neha Batra, Engineer at Pivotal Labs @nerdneha #s1p #springone