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Journey To Agility
   Coaching a Transformation
     Agile Mile High 2012



                                       @skipangel
                               sangel@bigvisible.com
What we will cover

  Preparation to accepting organizational change
  Best places to start successfully
  Coaching differently to achieve greater agility
  Major transformational activities and events
  How transformation impacts the organization
What this talk is not about

Agile Maturity Models
Unproven Theories
Just a Case Study
“It won’t work for us”
Why did your organization
or client look at Agile?

Was it for the right reasons?
Good Reasons For Agile
              Let’s talk about
                    Agile


Sense of Urgency
Need for Change
Focused on Results
Pitfalls

Agile as Silver Bullet
Lack of Shared
Understanding
“Just need to go faster”
What is Agile to you?
Software Development Life Cycle?
                                              SCRUM*?


                               El se?
 Different Mindset?     ething                 Way of Life?
                 O rS om
                                         Manifesto?

              Project Management Framework?
Defining Agility

The capacity of an organization to sense and respond
holistically to rapidly changing events, situations and
circumstances in ways that allow it to continue to thrive
and to innovate as an organization
Understanding their world
 Organizational Challenges/
 Pains

 Past attempts at Agile?

 How are you organized?

 Describe your culture

 What is your FUD about Agile?

 Credibility and Trust
What did you do to get
started?
Establishing the coaching role


Pitfall: Client telling what coach should do and not do
Coaching role is new to most people
What do you expect and need from a coach?
Transformational Coaching Model
                                         Leadership Agility
                                         Complexity
                                         Management/Executive Coaching




               Organiza(onal+Coaching+
                                         Leadership mentoring

                                         ToC
                                         Systems Thinking
                                         Organizational structures
                                         “Changing the Rules” (Process, etc.)
                                         Org Change

                                         Product Management/Strategy
                                         PPM
                                         Product Development/Delivery
                                         Multiple Team/Programs
                                                                                Typical Focus
               Team%Coaching%



                                         Kanban
                                         Scrum
                                                                                       of
                                         XP
                                         Technical mentoring
                                                                                     Agile
                                         Team Dynamics/Collaboration
                                         Team coaching
                                                                                  Initiatives
Coaching Styles

     Training         Embedded                                           Situational
Directive Coaching Socratic Coaching                                     Mentoring

           Shu                               Ha                                   Ri
  Person follows rules until   Person reflects on the rules, looks   Rules are forgotten as person has
        they sink in            for exceptions, and ‘breaks” the     developed mastery, and grasped
                                              rules                 the essence and underlying forces




      Student                        Apprentice                              Master
Coaching Cycle

        Start%Anywhere,%
        Go%Everywhere%



 What%to%Do%        Where%to%Go%
   Next%              Next%
Choosing a pilot
More management support

Higher business priority

Higher business and technical risk

Agile buy-in

Product, technical and soft skills

Location: less dispersed

Minimal shared team members
Principles First
Agile Manifesto + 12 Principles

Lean Principles - Load, Flow, Waste

Scrum Values - Focus, Commitment,
Openness, Courage, Respect

Attributes of Agile - Iterative,
Incremental, Collaboration,
Communication, Transparency,
Prioritization
Typical Team Rollout
Establish an enablement team

  Cross Company, Highest Level Possible

  Define Identity

      Purpose: Create environments in which organizational agility
      emerges

      Vision: Dramatically improve the quality and quantity of the
      software products we build for our customers and suppliers

      Responsibilities: Evangelism around Agile, Communication of
      Progress, Escalation of Issues, Guidance and Support
Enablement Planning
Do your people believe
 that they can change
        things?              Will you hold true to
                                  vision or let
                             distractions seep in?
  WIll you champion
  change as leaders?

Change via Environment
        Design
Strategy Mapping

Strategic Objective: Desired
Outcome or Vision

Possible Success Factors: Skills,
Capabilities, Constraints or Targets

Necessary Conditions: Minimum
actions or deliverables needed to
deliver just enough of a PSF
Creating the Backlog
Enablement Execution Map
Coaching Map
How are people handling the change?
Changing Organizational
       Policies, Structures, Tools
                                                                   The organizational
                                                                  structures, rules and
                                                                 policies which facilitate
 How leaders and
                                                                  how work gets done
 managers lead,
                            Leadership+      Organiza(onal+       and how results get
inspire, direct and           Styles+          Structures+              produced.
 motivate others




                                Organiza(onal+Culture+




                Collectively held beliefs, values and assumptions which
                  determine how people think and how they behave
Changing Leadership Styles
       Directing                                             Catalyzing

          Telling and directing                         Envisioning and facilitating

Defining and enforcing rules and policies   Establishing clear objectives, allowing rules to evolve

Making major project/product decisions     Pushing decision making down to lowest level possible

   Formal meetings for coordination               Collaboration and relationship building
Top down establishment of bureaucratic,    Allow emergence of organic and minimally necessary
    process heavy control structures                    structure and processes

           Quick fix solutions                   Look at root cause for longer term solutions

       Telling teams to get better             Creating environments for the team to thrive
Understand that chaos is normal




 Source: Steve Smith
 http://stevenmsmith.com/ar-satir-change-model/
What challenges did you run into once
you started with a few teams?

How did you overcome those
challenges?
The Client
Travel Website

250 People

10 Years Old

Teams in San Francisco, Geneva,
and Kiev

2 Coaches

(Re)Introduced Agile Nov 2011
Leadership
Leadership
Where did we start?             Where are we now?                     What comes next?

  Some strong leadership        Transition Team is “storming”          Transition Team is the glue


  Willingness to try Agile       Finding their place in Agile         Learning how to be catalysts


Agile is Engineering Process   Agility (not Agile) is the Mindset    Agility becomes second nature


     Compelling need                    Not going back                     Sustaining change


                               Managers “finding themselves”
  Managers have control                                             Managers re-inventing their roles
                                    given less control
Organization
Organization
     Where did we start?                       Where are we now?                             What comes next?
  Functional Teams pulled together for
                                            Most product cross-functional teams        Product Cross-Functional Feature Teams
                projects

Organizational processes centered around                                               Heavy processes leaned out across value
                                             Critical Processes adapted for Agile
  projects (compliance, capitalization)                                                               streams

Teams were relocated into same working         Teams using common areas for            Teams having collaborative areas instead
          spaces of cubicles                     collaboration near cubicles                         of cubicles

 Limited information sharing / learning     Communities of Practice for Product
                                                                                            Other Communities of Practice
through intranet and company trainings         Owners and Scrum Masters

  Highly specialization of skills through   Hiring of “Agile” skills with diversity,   More (but not everyone) seeing value in
           hiring and training                some becoming more generalists                 becoming more generalists

 Metrics focused primarily on financial/     Metrics being developed to focus on           Metrics being used as feedback for
             business results                        agility capabilities                            improvement
Product / Business Strategy
Product / Business Strategy
   Where did we start?                         Where are we now?                            What comes next?
                                           Product Discovery working with Product      Team working in product discovery and
     Product Discovery separate
                                                        Development                            development activities
       Product Management -                 Product Owners with teams but telling       Team members learning product and
   Stakeholder and Strategic Role                   teams what is needed              business to guide priorities and solutions
                                                                                      Teams using Business Model Canvases to
Little knowledge of Vision or Strategy      Vision Statements created for Teams
                                                                                                understand business
Prioritized list of projects in “Product    Prioritized list of features/stories in     Include Innovative Ideas in Backlog
                 Queue”                               “Product Backlog”
  Requirements captured as specs           Stories defined with acceptance criteria      Stories include customer tests (BDD)

                                                                                      Minimal Viable Product for Feature using
          Scope of Projects                 Minimal Viable Product for Releases
                                                                                        Lean Startup (Build-Measure-Learn)
Customer Validation through Learning         Customer Validation through Sprint         Customer Validation through Cohort
       Labs and Split Testing                         Reviews/Demos                            Testing in Production
Learning about the customer through         Learning about the customer through        Learning about the customer through
             interviews                            persona development                           empathy mapping
Delivery
Delivery
  Where did we start?                       Where are we now?                          What comes next?

   8 - 10 Proposed Scrum Teams           15 Agile Teams (Kanban and Scrum)        20 Agile Teams using various practices


     Monthly Release Targets             Monthly Combined Release Deliveries      Continuous Delivery (2 weeks or less)

                                         Monthly Release Coordination, some       More frequent release coordination and
Little coordination ahead of release
                                                     Forecasting                               forecasting

       Offshore teams doing              Internal Coaches hired/trained, went     Offshore company going through their
      their own form of Agile            through same process as other teams         own transformation with coaches

Branching and merging for releases     Continuous Integration, some smoke tests     Continuous Integration and Testing


  Manual Builds every 2 - 3 Days           Automated Builds 1-2 times daily                 Continuous Builds
Execution
Execution
  Where did we start?                   Where are we now?                          What comes next?

  Teams working as individuals        Teams working together in Sprints        Teams sharing roles delivering work


 Regression Test Automation Only   BDD Functional and Unit Tests after Code         Test Driven Development


  High Fidelity Prototypes ahead       Right Fidelity working with team         Ideation with team and customers


Code Shared/Owned Across Teams      Some code shared, but owned by team       Most code shared and owned by team


   Technical Debt out of control       No debt for new code in stories         Addressing past debt within stories


Managers tasking/estimating work   Team owning work, help from managers       Team owning and understanding work
When to leave?
  “There is something you
should understand about the
 way I work. When you need
me but do not want me, then I
must stay. When you want me
but no longer need me, then I
 have to go. It's rather sad,   Nanny McPhee
    really, but there it is.”
Summary

Delivering outcomes that will improve the capabilities needed for agility

Develop a culture that encourages and supports developmental learning

Evolve a theory of change that impacts everyone in the organization

Helping others go through the process of change

Evolve the capability for continuous discovery and improvement for
individuals, organization and team
Summary

Evolve the model (processes, structure, behaviors) of the organization

Foster organization design that supports emergence and self-
organization

Develop catalytic leadership that will foster, support and encourage
change

Foster shared vision across products and organization so that strategy
aligns to everyone’s work
Questions?

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Bigvisible journeytoagilitymilehighagile2012-120403183305-phpapp02

  • 1. Journey To Agility Coaching a Transformation Agile Mile High 2012 @skipangel sangel@bigvisible.com
  • 2. What we will cover Preparation to accepting organizational change Best places to start successfully Coaching differently to achieve greater agility Major transformational activities and events How transformation impacts the organization
  • 3. What this talk is not about Agile Maturity Models Unproven Theories Just a Case Study “It won’t work for us”
  • 4. Why did your organization or client look at Agile? Was it for the right reasons?
  • 5. Good Reasons For Agile Let’s talk about Agile Sense of Urgency Need for Change Focused on Results
  • 6. Pitfalls Agile as Silver Bullet Lack of Shared Understanding “Just need to go faster”
  • 7. What is Agile to you? Software Development Life Cycle? SCRUM*? El se? Different Mindset? ething Way of Life? O rS om Manifesto? Project Management Framework?
  • 8. Defining Agility The capacity of an organization to sense and respond holistically to rapidly changing events, situations and circumstances in ways that allow it to continue to thrive and to innovate as an organization
  • 9. Understanding their world Organizational Challenges/ Pains Past attempts at Agile? How are you organized? Describe your culture What is your FUD about Agile? Credibility and Trust
  • 10. What did you do to get started?
  • 11. Establishing the coaching role Pitfall: Client telling what coach should do and not do Coaching role is new to most people What do you expect and need from a coach?
  • 12. Transformational Coaching Model Leadership Agility Complexity Management/Executive Coaching Organiza(onal+Coaching+ Leadership mentoring ToC Systems Thinking Organizational structures “Changing the Rules” (Process, etc.) Org Change Product Management/Strategy PPM Product Development/Delivery Multiple Team/Programs Typical Focus Team%Coaching% Kanban Scrum of XP Technical mentoring Agile Team Dynamics/Collaboration Team coaching Initiatives
  • 13. Coaching Styles Training Embedded Situational Directive Coaching Socratic Coaching Mentoring Shu Ha Ri Person follows rules until Person reflects on the rules, looks Rules are forgotten as person has they sink in for exceptions, and ‘breaks” the developed mastery, and grasped rules the essence and underlying forces Student Apprentice Master
  • 14. Coaching Cycle Start%Anywhere,% Go%Everywhere% What%to%Do% Where%to%Go% Next% Next%
  • 15. Choosing a pilot More management support Higher business priority Higher business and technical risk Agile buy-in Product, technical and soft skills Location: less dispersed Minimal shared team members
  • 16. Principles First Agile Manifesto + 12 Principles Lean Principles - Load, Flow, Waste Scrum Values - Focus, Commitment, Openness, Courage, Respect Attributes of Agile - Iterative, Incremental, Collaboration, Communication, Transparency, Prioritization
  • 18. Establish an enablement team Cross Company, Highest Level Possible Define Identity Purpose: Create environments in which organizational agility emerges Vision: Dramatically improve the quality and quantity of the software products we build for our customers and suppliers Responsibilities: Evangelism around Agile, Communication of Progress, Escalation of Issues, Guidance and Support
  • 19. Enablement Planning Do your people believe that they can change things? Will you hold true to vision or let distractions seep in? WIll you champion change as leaders? Change via Environment Design
  • 20. Strategy Mapping Strategic Objective: Desired Outcome or Vision Possible Success Factors: Skills, Capabilities, Constraints or Targets Necessary Conditions: Minimum actions or deliverables needed to deliver just enough of a PSF
  • 24. How are people handling the change?
  • 25. Changing Organizational Policies, Structures, Tools The organizational structures, rules and policies which facilitate How leaders and how work gets done managers lead, Leadership+ Organiza(onal+ and how results get inspire, direct and Styles+ Structures+ produced. motivate others Organiza(onal+Culture+ Collectively held beliefs, values and assumptions which determine how people think and how they behave
  • 26. Changing Leadership Styles Directing Catalyzing Telling and directing Envisioning and facilitating Defining and enforcing rules and policies Establishing clear objectives, allowing rules to evolve Making major project/product decisions Pushing decision making down to lowest level possible Formal meetings for coordination Collaboration and relationship building Top down establishment of bureaucratic, Allow emergence of organic and minimally necessary process heavy control structures structure and processes Quick fix solutions Look at root cause for longer term solutions Telling teams to get better Creating environments for the team to thrive
  • 27. Understand that chaos is normal Source: Steve Smith http://stevenmsmith.com/ar-satir-change-model/
  • 28. What challenges did you run into once you started with a few teams? How did you overcome those challenges?
  • 29. The Client Travel Website 250 People 10 Years Old Teams in San Francisco, Geneva, and Kiev 2 Coaches (Re)Introduced Agile Nov 2011
  • 31. Leadership Where did we start? Where are we now? What comes next? Some strong leadership Transition Team is “storming” Transition Team is the glue Willingness to try Agile Finding their place in Agile Learning how to be catalysts Agile is Engineering Process Agility (not Agile) is the Mindset Agility becomes second nature Compelling need Not going back Sustaining change Managers “finding themselves” Managers have control Managers re-inventing their roles given less control
  • 33. Organization Where did we start? Where are we now? What comes next? Functional Teams pulled together for Most product cross-functional teams Product Cross-Functional Feature Teams projects Organizational processes centered around Heavy processes leaned out across value Critical Processes adapted for Agile projects (compliance, capitalization) streams Teams were relocated into same working Teams using common areas for Teams having collaborative areas instead spaces of cubicles collaboration near cubicles of cubicles Limited information sharing / learning Communities of Practice for Product Other Communities of Practice through intranet and company trainings Owners and Scrum Masters Highly specialization of skills through Hiring of “Agile” skills with diversity, More (but not everyone) seeing value in hiring and training some becoming more generalists becoming more generalists Metrics focused primarily on financial/ Metrics being developed to focus on Metrics being used as feedback for business results agility capabilities improvement
  • 34. Product / Business Strategy
  • 35. Product / Business Strategy Where did we start? Where are we now? What comes next? Product Discovery working with Product Team working in product discovery and Product Discovery separate Development development activities Product Management - Product Owners with teams but telling Team members learning product and Stakeholder and Strategic Role teams what is needed business to guide priorities and solutions Teams using Business Model Canvases to Little knowledge of Vision or Strategy Vision Statements created for Teams understand business Prioritized list of projects in “Product Prioritized list of features/stories in Include Innovative Ideas in Backlog Queue” “Product Backlog” Requirements captured as specs Stories defined with acceptance criteria Stories include customer tests (BDD) Minimal Viable Product for Feature using Scope of Projects Minimal Viable Product for Releases Lean Startup (Build-Measure-Learn) Customer Validation through Learning Customer Validation through Sprint Customer Validation through Cohort Labs and Split Testing Reviews/Demos Testing in Production Learning about the customer through Learning about the customer through Learning about the customer through interviews persona development empathy mapping
  • 37. Delivery Where did we start? Where are we now? What comes next? 8 - 10 Proposed Scrum Teams 15 Agile Teams (Kanban and Scrum) 20 Agile Teams using various practices Monthly Release Targets Monthly Combined Release Deliveries Continuous Delivery (2 weeks or less) Monthly Release Coordination, some More frequent release coordination and Little coordination ahead of release Forecasting forecasting Offshore teams doing Internal Coaches hired/trained, went Offshore company going through their their own form of Agile through same process as other teams own transformation with coaches Branching and merging for releases Continuous Integration, some smoke tests Continuous Integration and Testing Manual Builds every 2 - 3 Days Automated Builds 1-2 times daily Continuous Builds
  • 39. Execution Where did we start? Where are we now? What comes next? Teams working as individuals Teams working together in Sprints Teams sharing roles delivering work Regression Test Automation Only BDD Functional and Unit Tests after Code Test Driven Development High Fidelity Prototypes ahead Right Fidelity working with team Ideation with team and customers Code Shared/Owned Across Teams Some code shared, but owned by team Most code shared and owned by team Technical Debt out of control No debt for new code in stories Addressing past debt within stories Managers tasking/estimating work Team owning work, help from managers Team owning and understanding work
  • 40. When to leave? “There is something you should understand about the way I work. When you need me but do not want me, then I must stay. When you want me but no longer need me, then I have to go. It's rather sad, Nanny McPhee really, but there it is.”
  • 41. Summary Delivering outcomes that will improve the capabilities needed for agility Develop a culture that encourages and supports developmental learning Evolve a theory of change that impacts everyone in the organization Helping others go through the process of change Evolve the capability for continuous discovery and improvement for individuals, organization and team
  • 42. Summary Evolve the model (processes, structure, behaviors) of the organization Foster organization design that supports emergence and self- organization Develop catalytic leadership that will foster, support and encourage change Foster shared vision across products and organization so that strategy aligns to everyone’s work