Category Archives: Behavioral Science

May 19-22: Global Scrum Alliance Gathering | AUS-TX

An amazing 2019 Global Scrum Alliance Gathering (May 19-22), organized by SA staff that brought together a record-high number of professionals from around the globe and had countless amazing events – too many to describe them all in one newsletter. 🙂
Here, I would like to  recap what committed to my memory the most:
  • Keynote presentation by Daniel Pink
  • My personal experience from servicing the ‘Fans of LeSS’ booth, attended by hundreds of people
  • Highlights of my own presentation that draw more than 100 people: “How to Stop Deterioration of Coaching Quality: Industrially and Organizationally” and feedback from the room
  • Coaches Clinic and Coaches/Trainers Retreat highlights 

Keynote Presentation by Daniel H. Pink

During his keynote presentation, Daniel H. Pink (the best-selling author, contributing editor and co-executive producer, known world-wide) shared the highlights of his new book: The Scientific Secrets of Perfect Timing.

Pink’s Synopsis: “We all know that timing is everything. Trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of ‘when’ decisions. But we make them based on intuition and guesswork. Timing, we believe, is an art.  But timing is a really a science – one we can use to make smarter decisions, enhance our productivity, and boost the performance of our organizations.

Some highlights from Pink’s talk:

Scientifically and statistically, both humans and apes, have the lowest well-being at mid-life.

Therefore, D.Pink’s recommendation on how to deal with such unpleasant mid-points, are as follows:

  • Beware [of such mid-points]
  • Use midpoints to wake up rather than roll over
  • Imagine you’re a little behind

Then, D. Pink also stressed that there are hidden patterns of how time-of-day affects our analytic and creative capabilities – and how simple work rearrangements can improve our effectiveness. For example, when a person makes an appointment to a physician, it is best to ask for a morning time slot, instead of afternoon slot, since physicians tend to have more analytical capabilities before lunch.

D. Pink’s next point was that as individuals get older, at the end of each decade, they are more prone to take certain actions that psychologically make them feel younger. As an example, he used statistical data of marathon runners: people are most likely to run their first marathon at the ages that are just at the brink of next decade: e.g. 29 or 49 years old.

“Because the approach of a new decade… functions as a marker of progress through the life span…people are more apt to evaluate their lives as a chronological decade ends, than they are at other times.”- Daniel H. Pink
How about psychological reaction to the fact that something will be GONE and the time when it will happen is coming up shortly?

In one case study (left image), when a person was given one chocolate candy at a time, and was asked to give feedback about its taste, a response was usually consistent, for each subsequent candy. However, as soon as a person was told that it was the last candy to taste, feedback about how a candy tasted became significantly more positive.

In another case study (right image), when a group of people was asked to fill out a survey, in order to receive a certificate, before it expired, responses were different, when conditions were set as “will expire in 3 weeks” vs. “will expire in two months”.  Apparently, proximity of expiration date made people much more responsive to the request to fill out a survey.

D.Pink’s next point was about how half-time checks can shape our behavior and impact final results. According to D. Pink, scientists and researchers really like statistical data from sports because it is ‘clean’.  Here, using an example of basketball teams, when teams play a game, the following can be observed, depending on half-time results:

  • Being significantly behind – usually results in a loss
  • Being significantly ahead – usually results in a victory
  • Being slightly behind – motivates people to step up and put an extra effort, which results ultimate victory
  • Being slightly ahead – makes people relaxed, less focused and less persuasive, which results in ultimate loss

As such, there is a conclusion:

“Being slightly behind (at half-time) significantly increases a team’s chance of winning” –D.Pink

Fans of LeSS Corner
A small group of Certified Scrum Trainers and Certified Enterprise-Team Coaches, supported the Large Scale Scrum (LeSS booth):  Fans of LeSS.

At least a few hundred people has come by the booth, asking for information about LeSS.
The booth servants received the following three biggest take-away points:

  • Unfortunately, still not too many people are aware of LeSS.  This is not to be confused with attempts or successes of adoption.  Rather, this is about general knowledge of what LeSS is. Ironically, the booth was labeled “Area 51” – the world’s best kept secret :).
  • Once being explained what LeSS is, how simple and common-sense it is, for many people, it has become an ‘AHA’ moment. The most awakening moment was understanding the difference between ‘global and local optimization’, ‘deep and narrow, as opposed to broad and shallow’, ‘owning vs. renting’.
  • Amazingly, how many people shared the same, almost standard complain/pain-point: “… we are currently using a very complicated, monolithic and cumbersome process (usually referring to some widely marketed XYZe framework), with multiple organizational layers involved,… and it creates lots of overhead, waste and friction,… practically nothing has changed in our workplace since the time we adopted it…same people, same duties and responsibilities (practically) BUT different terms, labels and roles … We really don’t like what we have to deal with now and our senior management is also frustrated but it seems that there is really nothing we can do to fix it at the moment…“.

“How to Stop Deterioration of Agile Coaching Quality: Organizationally, Industrially?” (my own presentation)

The goal of my presentation (Gene is here) was to discuss with the audience:

  • What is the problems’ origin [as it is derived from the title]?
  • Examples of the problem’s manifestation?
  • How can we solve the problem?

Throughout the course of my presentation I:

  • Exposed some classic systemic dysfunctions that sit upstream to the problem in scope.
  • Gave some examples of the problem, by using cartoons and satire
  • Delineated between the problem aspects, coming from outside organizations vs. siting on inside
  • Described types of internal (organizational) coaching structures that are to be avoided vs. tried
  • Gave some suggestions on what to avoid vs. what to look for in a good coach
  • Gave additional recommendations to companies, coaching-opportunity seekers and companies’ internal recruiters

“Download Presentation as PDF”


…and a some additional highlights from the gathering….
The Coaches Clinic – for 3 days
This traditional ‘free service’ by Scrum Alliance Enterprise and Team coaches and trainers what at the highest ever: 300 people were served in total,  over  course  of  3 consecutive days.


Certified Enterprise & Team Coaches and Scrum Trainers Retreat – Day 0:

This year brought together the biggest ever number of CECs-CTCs and CSTs.  One of the most important themes that was elaborated: how important it is for guide-level agile experts (CECs, CTCs, CSTs) to unite together in a joint effort to change the world of work.

Note: Thanks to Daniel Gullo (CST-CEC), who generously created for each attending Certified Enterprise Coach – colleague a memorable gift: Coach’s Coin with The Coach’s Creed:

  • CARITAS: Charity, giving back, helping others
  • COMMUNITAS: Fostering community and interaction
  • CONSILIARIUM: Counseling, consulting, The art of coaching
2020 Global Scrum Alliance Gathering is in NEW YORK(registration is not open yet)

Tips To Run ‘Big’ Retrospectives

For any team that uses scrum framework, a retrospective is a mandatory event that takes place at the end of each sprint.  It is an opportunity for a team to reflect on their most recent learning, while it is still fresh in everyone’s mind.  There are many tips, techniques and tools for running a retrospective.  They start with very basic guidelines of the Scrum Guide and expand into experiences and experiments of many teams and practitioners.
There are also recommendations on how to run a retrospective in more complex/scaled organizational settings, with multiple teams sprinting together (e.g. Overall Retrospective in Large Scale Scrum), as they work on the same product or service and support the same Product Owner and/or customer journey.
Depending on team(s) maturity, a retrospective could be run with or without assistance of an experienced facilitator (Scrum Master, coach) that possesses guide-level expertise in Scrum.
[Notably, a retrospective format is not unique to Scrum.  For example, Kanban teams can also retrospect, on-demand, whenever they feel there is a need.]

What about other organizational settings, outside of team dynamics? What about situations, when multiple individuals, from different organizational areas need to come together and retro-actively inspect (a.k.a. retrospect) on their work within and across various organizational areas, or across multiple organizations (e.g. internal departments, between partners-companies, vendors), involving communication, collaboration, reporting, managing each other’s expectations? 

Below, are some practical tips on how to organize and run a ‘big retrospective’ (e.g. after multiple sprints and/or completing key deliverable, with people that are not members of development teams).

  1. Most importantly, try having all required parties in the same physical location.  For people that are at remote locations, use video conference rooms, and to the extent possible, cluster people together. For example, if a group is distributed between location A and location B, and there is no way to bring everyone together at either location, don’t settle for letting ‘everyone joining from their desks’, via video phones.  At least, maximize clustering of individuals, at each respective location, by using conference rooms.
  2. For large groups (more than 20 people), try identifying individuals-delegates that represent views and opinions of others.  This is done to reduce noise (too many communication nodes and channels) from people involved in discussions.  Identifying delegates will also help with the first guideline above: collocating fewer people in the same place is more cost-effective.  Be careful, when selecting delegates:line managers, engagement managers, leads etc. – are not the best delegates.  Ideally, delegates should be on-par with people they represent.
  3. Consider bringing an external facilitator – someone who does not represent views or interests of any specific group of people or department.  A facilitator must be neutral and unbiased – a completely impartial person.  If a facilitator understands internal organizational dynamics – this is great but not mandatory.  An experienced facilitator will be able to adjust on-the-fly and leverage to his/her advantage, domain knowledge and subject matter expertise of other participants that are involved in a retrospective. Sometimes, one of the organizational units involved in a retrospective may have their own experienced facilitator available.  Falsely, such person could be perceived by other retrospective participants as someone who is subjective or biased.  Such preconceived notion may create a problem and must be addressed from start.
  4. With many people involved and/or joining from remote locations, consider doing some preparatory work that will help running a face-to-face retrospective more efficiently.  This could be effectively done by a facilitator, by collecting ahead of time, from all future retrospective participants, their preliminary feedback: wishes, concerns, recommendations.  All collected information can be then reviewed and analyzed, to make it more presentable and actionable at a retrospective: duplicates – removed, relevant items – grouped together.
  5. During a retrospective, a facilitator can present all participants with collected and refined information (4 above), in the form of index-cards and leverage one of facilitation techniques (e.g. dot-voting or priority vs. impact plotting) to decide on the order of items to be discussed. Additional, blank index cards should be available on-hand, in case there are last-moment ideas that emerge in a room.
  6. Each discussion point should be time-boxed.  However, since not all discussion points are of equal priority and complexity, time required to spend on each may not be the same.  It is also important to keep a discussion focused/tailored and not let it digress to tangentially relevant (or completely irrelevant) topic.  It is a good practice to spend some extra time at the beginning of a retrospective to not only prioritize discussion points but also estimate, roughly, how much time is each discussion point may take.  This approach of balancing discussion items’ priority vs. complexity, essentially, is identical to what a team does to backlog items during a product backlog refinement session.
  7. Retrospectives that involve people that don’t work on the same team, let alone, individuals from different organizational structures and of different levels of seniority may create a lot of additional tension in a room.  The latter, especially, may force more junior people become very reserved and un-confident in stating their opinions, in front of more senior colleagues (some of whom may also be their line managers).  Allowing privates speak before generals (a.k.a. “military democracy”)” could be one of the ways to ensure that junior people are not anchored to views of more senior people and feel comfortable and safe to speak out openly.
  8. Similar to a single team retrospective, a big retrospective, should culminate on a positive note (friendly, mutually supportive vibe) with at least, a handful of most critical items, becoming immediate actionable.  Since topics that are bought up at big retrospectives are usually more systemic/organizational in nature (as opposed to tactical, team-level), each actionable should be preferably owned by a more senior person.

 

 

 

HR-Related LeSS Experiments – Deciphered

Large Scale Scrum has a history of more than a decade. The first book about LeSS was published by C. Larman and B. Vodde (the co-creators of LeSS) in 2008.  There were two more books on LeSS, subsequently written in 2010 and 2016.  There is no surprise, why the collection of LeSS experiments from the field is so valuable: the authors have documented many (more than 600) experiments, based on their personal experience with LeSS adoptions, as well as feedback and information collected from other organizational design consultants, coaches and early adopters of LeSS, around the globe.
Today, references to LeSS Guides and Experiments can be found in various places on the internet and intranet of many companies that have decided to experiment with LeSS.
This writing is about a small sub-set of LeSS experiments that are specifically related to HR norms, policies and practices. They are all listed in the guide (referenced above), under the section “Organization” and it implies that they are directly related to organizational design – the first-order factor that is responsible for success of LeSS adoptions and agile transformations, at large.
Experiments with Performance Appraisals:
Avoid… Performance appraisals – p. 273 — There is a lot of research and evidence, supporting that individual performance evaluations and individual appraisals that are linked to monetary rewards, are not an effective way to make individuals to become more efficient and productive.  When a manager appraises an employee, usually only one opinion in the room that matters: a manager’s.  Feedback that is delivered once or twice a year is not timely and therefore is hardly actionable by an employee, thus useless, for the most part.  Neither an individual that delivers an appraisal, not an individual that receives it – like the process.  The process, is also pretty expensive, as it uses a lot of company’s resources: it involves lots of documentation, coordination and men-hours spent by many people, from first-line management to HR.
It is worth noting that there is an indirect relationship between conventional Budgeting process and conventional Performance Management process – both of which harmfully feeding off of one another. This is described in the book “Implementing beyond Budgeting: Unlocking the Performance Potential“, by Bjarte Bogsnes.  In his work, Bjarte refers to performance appraisals as “legal trail for a rainy day”.

Avoid… ScrumMasters do performance appraisals – p. 275” —Just like performance appraisals done by agile coaches could lead to serious dysfunctions (page. 130), performance appraisals done by ScrumMasters are extremely harmful.  Drafting ScrumMaster into this role will create a serious conflict of interest and will hinder ScrumMaster’s ability to influence natural growth and evolution of learning among team members. Impartiality and neutrality of ScrumMaster is highly important; becoming an appraiser – takes away this advantage.  Only by remaining neutral and non-authoritative (performance appraisal is exhibition of authority) will ScrumMaster be able to help a team to self-discover, self-improve, and become autonomous in their journey to success.

“Try… De-emphasize incentives – p270.” | “Avoid… Putting incentives on productivity measures – p. 271.” — If achieving a higher productivity (output, velocity) is coupled with monetary incentives/perks or other political gains (typical of many companies that overuse scorecards, metrics, KPIs, RAGs), there is will be always attempts by individuals/teams to claim successes/achievements by ‘playing the system’, in pursuit of recognition and a prize.  For example, in pursuit of ‘higher productivity’ teams may start inflating estimates, to claim higher velocity or deliver work that is low in priority but simple to deliver – just to create an illusion of volume. Incentivizing ‘higher velocity’ is an invitation to moving from “low Fibonacci numbers to high Fibonacci numbers” during estimation.  (Also, see Addressing Problems, Caused by AMMS)

Try… Team incentives instead of individual incentives – p. 272 — The process of individual performance reviews loses its original meaning when people work on same teams, where swarming (working together on the same task) and collective ownership is encouraged.  Offering individual incentives to people would just polarize them and move in opposite directions, towards becoming selfish, individual performers and super-heroes. In cases such as these, people may be easily drafted into unhealthy competition with each other over claims of success, trying to privatize what should be owned and worked on collectively. Companies that continue incentivizing individual performance with monetary perks just continue widening the gap between “what science knowns and business does” (quote from Daniel Pink).

“Try… Team-based targets without rewards – p. 273” — Clearly, team-level behavior, is an extension of individual behavior.  Just like individuals could be inclined to ‘game the system’, so could whole teams, under certain conditions.  Just like individuals, whole teams could be drafted in unethical conspiracies to game numbers, in pursuit of meeting targets, or beating other teams (e.g. producing ‘higher velocity’), whenever monetary rewards are at stake.  It is absolutely necessary to set targets to individual teams that work on par with one another, for the same organization, it would be best to decouple team targets from team rewards.  The latter could be handled through, some sort of profit sharing formula, based on a company’s financial success that is traceable back each team’s work.
Experiments with Job Titles:
“Avoid… Job titles – p. 276 | Try… Create only one job title.  Try… Let people make their own titles – p. 277 | encourage funny titles” – p. 277 —In pursuit of job titles, individuals may also seek gaining authority and “upper hand” over their peers and colleagues.  This may lead to artificial organizational complexity and hierarchy, as well as a casting system.  Individual job titles can also polarize people and drive them in opposite directions, away from shared ownership.  It is for this reason that on agile teams (e.g. Scrum), there is only one title – Developer.  This approach encourages people to think of each other as on-par, as peers, and grow into T-shaped, multi-skilled, cross-functional, willing-to-swarm workers.  In situations, where some distinction between individual jobs is absolutely necessary funny job titles are recommended.  For example, instead of calling someone QA Tester, a person could be called “Bug Finder and Exterminator”
“Try… (if all else fails) Generic title with levels – p. 277” — If it is absolutely necessary to have title distinction (e.g. to signify different levels of seniority/expertize of individuals), try using a leveling system.  For example, Developer level 1(junior), Developer level 2 (mid-level), Developer level 3 (senior)…. However, care should be exercised, not to explicitly associate different title levels with different levels of pay.
Experiments with Jobs:
“Try… Simple general job descriptions – p. 278” – Do not overcomplicate job descriptions.   Precision in a description may lead to contractual perception of what a person should and should not do, in a workplace.  This may also limit a person’s willingness to step out of his comfort zone and learn other areas of work, other skills and becoming multi-faceted.  It may then further lead to “managing by objectives” that are based on detailed job descriptions, and subsequently bring about problems of performance appraisals, described above.  Complex job descriptions also have a tendency attracting underqualified external candidates, whose resumes are excessively long, as they are ‘tailored to closely match complex job descriptions’.  (Relevantly, attracting bad agile coaches, by creating inappropriate job descriptions is a known problem).
“Try… Job rotation – p. 279 | Try… Start people with job rotation – p. 280” — Give individuals opportunities to learn new domains, technologies, lines of business.  This is will reduce the risk of a person becoming uninterested/bored with his current job.  Further, by rotating from one job to another, a person may discover where he fits best and delivers most value.  By having this opportunity, a person will also have a higher chance of merging the gap between “having to do a job” and “wanting to do a job”.  This is especially important with newly hired people that have a limited industry experience (e.g. recent college graduates).
 Experiments with Hiring:
Try… Hire the best – p. 280 | Avoid… Hiring when you cannot find the best – p. 281” — Do not settle for less than “best people your money can buy”.  It is better to rely on fewer great people that you already have on-staff than bring on more under-qualified people, to speed up work, especially at the end of a project that is already late (Brook’s Law).  From a system thinking perspective if you are trying to increase velocity (output) by a scrum team and decide to do so by adding more developers that you procured on low budget (low pay will most likely buy you low-skilled developers), you will most likely reduce velocity, by having low-skilled developers introducing more bugs into a system. Please, see why.
Try… Team does the hiring – p. 281” — If you plan on hiring an individual to join a team, please make sure that a team does most of interviewing and vetting.  Through that, not only a person’s skills and experience will be examined but it will become more apparent if a person can organically jell with a team: if there is compatibility, chemistry and synergy with other team members.   Panel interviews by whole teams are usually much more effective, since they include practical tests, real-life simulations and hands-on exercises.  It also allows some people to observe, while others ask questions, and then rotate.  Try to reduce the level of influence that HR personnel and first-line management have on the process as much as legally possible.  This will reduce the amount of subjective, administrative, frequently bias and error-prone screening (refer to top of page 17).
Conclusion:
As a summary, please consider the following quote that describes sushi-roll-like organizational design in Large Scale Scrum (LeSS), by C. Larman (also, explained in detail in Agile Organization, as a Sushi Roll):
In it, HR policies is listed as one of the vital elements of overall organizational agility.

BABA Meetup – Does Agile Really Work in Sales?

Business Agility is at the top of conversation in the workplace. The Big Apple Business Agility (BABA) MeetUp launched on Monday, March 11, with an interactive presentation, “Does Agile Really Work in Sales?”, by Marina Alex, Business Agility Transformation Coach.
Marina related several of her experiences applying agile to sales, from banks, to an Agile Museum to a chain of dental clinics, Marina shared data that proved improvements in sales were recorded rapidly. In one case 50% in two months, 12 months later 127%. Of course, a shift in culture was at the heart of the process and the biggest challenge, but outstanding results led teams to want to work this way.  A copy of the presentation can be downloaded here.
For the first time, publicly, SWAY Framework guide has been released.  To download a copy please click here.
Some of the steps to success were adopting a backlog that was also qualitative and becoming collaborative through stand-ups, retrospectives and cross-functional teams. One significant hurdle that needed to be overcome was identifying leaders who would take ownership. Marina has adopted an Agile Framework – SWAY, that she shared with the group. One of the highlights of the evening was engaging the participants with the content with the Nureva Wall + Span Workspace. The interactive Wall and collaborative software enabled them to make predictions and add their thoughts to the conversation.
SWAY Framework Guide

[Download Meetup Presentation]

Session Feedback

 

SWAY – Agile Sales Framework 1.0

Meetup-recap.  TBA.

 

02/07 – LESS TALKS: MEETUP – Scrum Master, F/T Role @ JPMorgan

This was an amazing performance by Erin Perry of JP Morgan –  last night, at NYC Large Scale Scrum meetup. The highest ever, record-high number of RSVP-ed people: (108) – since the meetup’s inception in, 2015.
Erin spoke about the ‘guerrilla agility’ approach that she has experimented with her colleagues, while coaching the organization, without even calling it ‘agile’.  Before Erin dove into the journey of Scrum Master, being made into a full time role at JP Morgan, she demystified some most commonly known misconceptions about the role.

 

This is what Erin shared with the crowd about the most commonly known misconceptions around Scrum Master role:

  • “Mature teams don’t need a Scrum Master” — Erin brought up a great analogy from sports to explain why this is not true:  “Athletes and musicians at the top of their game are surrounded by coaches and trainers. Why do we think our development teams will grow past the need of them?”
  • “Scrum Master is an administrative role (that consists of maintaining JIRA,running the daily stand-ups, reporting in the scrum of scrums, and facilitating meetings)” — This is very commonly seen in organizations but it is wrong perception.  Trivializing/reducing the role of Scrum Master to JIRA-Master-Admin is the sign of deep misunderstanding of Scrum, as a framework and and Scrum Master, as a role.  Administrative tasks are best rotated through the team to allow the Scrum Master to focus on the deep coaching needs of the Product.This is frequently seen in companies that are trying to ‘fit agile’ in their otherwise archaic organisational design, without making much of an effort to change the ladder.
  • “Scrum Masters are non-technical” –  Although many great Scrum Masters are not fully capable coders, many very experienced and effective Scrum Masters are hands-on developers.  Even if someone starts off as non-technical Scrum Master, it is great if that person has aspiration to learn new things and acquire some basic technical skills (especially, if Scrum is used in software development environments).
  • “Scrum Master is a junior role” – Deriving from Erin’s talk, this is probably one of the biggest evils in the list of common misunderstandings about the role of Scrum Master.  This critical misunderstanding alone, to a large extent, is also responsible for depreciation of Agile coaching profession in a market place.  This is how:   Scrum Masters are underpaid because companies don’t value the role high enough >>> Instead of honing their craft, as Scrum Masters, people try to ‘upgrade’ themselves (on a resume) to Agile Coaches too soon  >>> under-qualified Agile coaches flood the market,  get hired and set a low coaching bar for companies >>> coaching profession deteriorates further >>> companies stop seeing value in real, experienced organizational coaches >>>there is nobody, really, to provide good coaching and mentoring to existing Scrum Masters that are at the beginning of their career journey >>> Scrum Masters don’t ‘grow’ in their profession >>> Scrum Masters get frustrated with their role and low pay >>> and the cycle begins again…It’s the same dysfunction we saw in the last two decades with developers and the architect role. Scrum masters should become great scrum masters, not aspire to a “promotion” to agile coach. 
    • [Author’s note: This is what has produced so many Chief-Sheriffs-Power-Point Architects: individuals that tend to tell others what enterprise architecture should look like, without actually doing any hands-on development]
  • Career path for Scrum Master inevitably requires climbing up the organizational ladder” – This is another huge misconception about Scrum Master role.  Compensation and organizational seniority should not be coupled to to the pursuit of promotion to Coach, or Team Lead, or Manager.  A person should be comfortable to build expertise in Scrum Master role, passionate about it, grow within the role, and an organization must provide a healthy habitat for this to be possible (providing fair compensation is one of key things).  Erin stressed how this dilemma is swiftly addressed in Large Scale Scrum, where Scrum Master is viewed is a very senior and experienced role, whose focus changes over time. The difference between Scrum Master path Myth vs. Reality – is illustrated below.

This is how Erin has exposed some most common misconceptions about a career path of Scrum Master:

 Avoid This (Myth) Try This (Reality)

 

It has been a great pleasure (and honor) to host Erin’s presentation to the LeSS community of NYC.  Her views on Scrum Master role and career path are very much in line with my own and are strongly supportive of what is recommended in LeSS.  The way Erin sees Scrum Master in LeSS (as a very seasoned, experienced and well-versed practitioner) and how sheelevates the role to the level of a team-level coaching, also brings back good memories of our past collaboration, when we together summarized, for the benefits of a global coaching community, what the role of agile coach should be (please, refer to 2015 “Agile Coaching –  Lessons from the Trenches“)

 


Special thanks to Khalid Sultan, Raghu Raghunath and John Bradley for sharing their graphics and notes, and to Jim Dermend for his real-time tweets (below):

 

Download presentation

Mentor-Guided LeSS Case Study Writing Experience Report




This writing is about mentor-assisted LeSS adoption case study, written by Certified LeSS Trainer-Candidate – Gene G [MENTEE]: Certified Enterprise & Team Coach (CEC/CTC), Certified LeSS-Friendly Scrum Trainer (LFST) / LeSS-Trainer Candidate, Certified in Agile Leadership (CAL) | Certified in Scrum @Scale (CS@S) and assisted throughout by Jurgen D. S. [MENTOR]: Certified LeSS Trainer, Licensed Management 3.0 Trainer, Innovation Games Qualified Instructor, Black Belt Collaboration Architect

Purpose of a case study:

The purpose of writing a case study was to re-live the experience of Large-Scale Scrum (LeSS) adoption, by going back in time and memory to everything that was done by me – the agile coach, trainer and organizational design consultant at a large financial institution.  This engagement was done in conjunction/partnership with my former trusted colleague Stuart P. (also, an experienced agile and software engineering coach).   Writing this case study gave me a great opportunity to self-reflect (retrospect) and think about what I could have done differently back then, if I had to go through adoption again.  The name of the organization, as well as names of people, products, projects, applications, components, etc. that were involved in the study are intentionally withheld, for confidentiality and privacy protection reasons.Nevertheless, hopefully the case study, when published on less.works will serve as a guideline to others, in their attempts to experiment with LeSS adoptions in their respective organizations.  It is worth nothing that many existing LeSS case studies on less.works had provided my former colleague and me with some great references when we worked on our artifact piece.


More About my Mentor:

My mentor, also one of not too many Certified LeSS trainers, was very knowledgeable about LeSS (as trainer, coach and practitioner) and very supportive in my case study work.  Him and I have met more than once in real life, at various agile- and LeSS-related public events (conferences, retreats), and this allowed for some of in-personal mentoring sessions.  Visual technology took care of the rest and made our remote sessions also effective (Note: I am based in the US, he is based in Europe)

Dynamics of Case Study writing:

The process had been very iterative all along.  My mentor and I used google docs, as a communication media and it allowed us to work incrementally and transparently with one another: typically, I would capture my thoughts directly in the google document, iterate multiple times through them and then, once feeling comfortable enough, would share them with the mentor, asking for his feedback. The mentor would provide feedback, ask questions and suggest clarifications.  My former colleague and the peer-coach, who also had full access to the case study, would attend to it at any point in time, leave his comments, provide clarifications and add his details to mine.  Notably, my former colleague-coach has helped me significantly, by recalling facts, decisions, ideas, events that we lived through together (LeSS adoption took place a few years before the case study was incepted).  Specifically, my former colleague also helped me significantly in those areas of the case study that talked about technology: architecture, design, and development.  In all fairness, this was ‘our’ case study, not just ‘mine’.
Regularly, at least once a month, when meeting with my mentor, I would receive feedback on those parts of the case study that required further refinement and re-work.  Many times, my mentor would ask me questions that initially seemed to be intentionally tricky or even irrelevant.  But I always had to give my mentor the benefit of the doubt that he, being a deep system thinking just like me, tried to set me up to think deeper, broader and most systemically into the matter, helping me to discover better ways to formulate my thoughts.   Specifically, many of his questions made me go backwards from many of the LeSS experiments that were leveraged during the case study, to underlining LeSS principles – and making a connection.

From time to time, my mentor would also share his own experiences and give his own perspective like mine, or related situations.  This made our mentoring more interactive, engaging and fulfilling.


How did I decide on the scope of my case study?

One of the most important mentoring ‘aha moments’ for me was the decision on how many LeSS experiments that were actually used during LeSS adoption did I really want to describe in detail, as a part of my case study.Here, one of LeSS adoption concepts came to rescue: Deep & Narrow is better than Broad & Shallow.  I consulted with my former colleague-coach on how many of our LeSS experiments and experiences do we really want to discuss and how deep.  We agreed on the shorter list of experiments that represented the crust of our work and could be aligned with logical and chronological sequence of events, as we remembered them.  We made our selection described experiments, based on what we felt was most important during the adoption, relevant to the case study and memorable to us, as coaches.  I consulted with my mentor on the final list and the overall approach and based on his recommendations, proceeded with deeper dives into the case study.


A picture is worth a thousand of words.

During one of the many case study reviews with my mentor, it became obvious that long paragraphs and dry text would make many readers bored.  This is when I have decided to spice up the case study with graphic illustrations and other visual artifacts (e.g. causal loop diagrams, tabular data).  I had to make a dedicated iteration throughout the whole case study and introduce graphics, were they seemed most appropriate.  Ultimately, this made the case study more readable and informative.

Overall experience.

My overall experience of writing the case study was amazing.  It took me through the process of additional deep re-learning and self-discovery.  It made me reassess my past decisions, now seeing them through the prism of additional experience acquired during the last three years of professional work.

Prince 2 and Agile: any Relationship?


The below blogs come from some of the most reputable experts in the industry.  Please, reach out to any/each contributor directly to collect additional insight and recommendations.
Experience Report by Guest- Blogger Rowan Bunning

Rowan Bunning, CST and Agile Coach working for ScrumWithStyle, based in Australia, shares his extensive experience of working in environments, where PRINCE2 was implemented in its pure form, as well as attempted to be used in agile.  

Below, are some of the most salient quotes from his Part 1 writing.

Please, refer to “PART1 – With PRINCE2 Agile, the victim is Agile“, for a comprehensive discussion of:

  • “…Which would you rather your organisation were more like:
    • the British Civil Service; or
    • a product innovator capable of out-maneuvering a superpower’s market leaders?..”
  • “…PRINCE2 is a very widely used project management method in the U.K., a number of European countries as well as Australia and New Zealand. Those in the U.S. might consider it to fill a space similar to the Project Management Institute’s PMBOK in those countries…”
  • “…PRINCE2 Agile values:
    • Processes and Tools over Individuals and Interactions
    • Comprehensive Documentation over Working Software
    • Following a Plan over Responding to Change…
  • “…PRINCE2 constrains ability to be Agile…”
  • “…PRINCE2 Agile makes The Contract Game likely…”
  • “…Like SAFe, PRINCE2 Agile wrappers Scrum which is contained to be exploited as just a “delivery” approach….”
  • “…PRINCE2 Agile is still: Plan driven from Project Board down…”

Please, refer to “PART 2 – With PRINCE2 Agile, the victim is Agile“, for a comprehensive discussion of:

  • Conflicting Roles
  • Conflicting Roles and Accountability
  • Conflicting with Development Team accountability
  • Conflicting approach to project management
  • Product Owner role misinterpreted and limited to tactical (if implemented at all)
  • Product Owner role replaced with an SME or business analyst
    Committee vs involved individual
  • Committee based steering conflicts with Product Owner steering
  • Decision making cycles overly long for meaningful agility
    Progress reporting conflicts
  • Organisation Design conflicts
  • Not designed for Agile performance characteristics
  • Conflicting use of project and product concepts
  • Accommodating Agile adoption rather than improving it
  • Compensating for and holding back Agile maturity
Experience Report by Guest- Blogger Geir Amsjø

Geir Amsjø, CST and Agile Coach working for Lean Venture, based in Oslo, Norway shares his thoughts:

PRINCE2 is very popular in IT in Norway – especially in government projects. I also believe it is widely used in Sweden and Denmark, but not in Finland. Even if development of PRINCE2 was funded by the UK government it would be pretty much abandoned there for public digitization because Government Digital Services wisely prefer and  rely on Design Thinking and Agile these days.

PRINCE2 is probably one of the best Project Management frameworks for IT there is. It contains “stages” which, at a glance, may look similar to iterations. But PRINCE2 all about Management and Governance, while “following the plan” and very little about true adaptiveness. PRINCE2 is very prescriptive and heavy and contains a bunch of roles, documents, process steps and everything one would expect from a classic PM framework.

Many of my CSM/CSPO class participants have PRINCE2 certifications and they often tell me that it would be extremely hard to combine PRINCE2 with Scrum, or another agile framework, for the following reasons:

  • There are a lot of committed up front planning, prediction and estimation
  • Changes are not embraced but are rather regarded as exceptions and they need to go through cumbersome Change Control Board
  • Decisions are hard to make on-the-spot, in a decentralized fashion. They need to be escalated up the chain of command for approvals and sign-offs
  • Project Managers is viewed as the authority and can override teams’ decisions

I became curious about the new PRINCE2 Agile a couple of years ago, and attended a sales meeting from a training provider. As it was expected “Agile” was more slap-onto PRINCE2 itself, not a way to change the ladder.

Ironically, PRINCE2 Agile teaching contained all the right references and buzzwords, and it was very open to iterative approaches. It was clearly focused on learning and exploration. So far so good…

And I have had discussions with people who were quite satisfied with the Agile version of PRINCE2. There was no reason to doubt that PRINCE2 Agile could represented a big step in the right direction compared to the traditional version.  But how on earth can it “be agile” if you put Agile on top of a heavy framework like PRINCE2? Would it not be like putting a lipstick on a pig?…

All heavy process descriptions lead to forming a certain mindset: “Please obey the procedures. Don´t think for yourself, because you don´t really own the problem.” This would be clearly incompatible with the agile mindset.

Experience Report by Guest-Blogger Kurt Nielsen

Kurt Nielsen, CST, of AgileLeanHouse in Denmark, shares some of his personal insight:

Remember that Prince2’s logo or mantra at the beginning was Plan-Delegate-Monitor-Control (sort the dark side of the force Plan-Do-Study-Act), it is not promoted these days, but that is what it is at the core, designed for compliance.

In that is a complete parallel to Leffingwell’s SAFe, the best orchestrated marketing gambit for years, selling people (well classic Management) what they want but don’t need. In our little pond (the Danish Market) we have lost significant territory to SAFe, the whole financial sector have jumped on that bandwagon. One of our largest customers (we lost them) did that with devastating effects on the Teams, I have met several staff members, who have just “headed for the Mountains”.

As Schwaber said about SAFe: “The empire strikes back!”, the hierarchy has a hard time changing, perhaps some of you would appreciate an article, we did here.

Sept 13 -14 | 3rd Global LeSS Conference | NYC


Unforgettable 2 days at the 3rd Global LeSS Conference, at Angel Orensanz Foundation – the historical landmark in NYC.


Conference Space and Our People
Experience Report by Guest-Blogger Ram Srinivasan

Though I have been associated with the Large Scale scrum (LeSS) community for about five years (though the “community” did not exist,  I can think of my association with like minded folks) this is my first LeSS conference. While I used to attend a lot of conferences in the past, I have started focusing more on deep learning (by attending focused workshops) than focusing on conferences. But this year, I had to make an exception for the LeSS conference Why (a) it was the first LeSS conference in North America  (b) It was not very far and (c) I was thinking that I might meet some of the smartest people in the LeSS community whom I may not meet otherwise and (d) I have heard that it is a “team based” conference (unlike other conferences where you are on your own) and I wanted to find out what the heck it was. I was not disappointed.

The venue itself was very different from the conventional Agile conferences  – not a hotel. That definitely caught my attention !! I was pleasantly suprirsed to see both Howard Sublet (the new Chief Product Owner from Scrum Alliance) and Eric Engelmann  (the Chairman of the Board of Director of Scrum Alliance ).  Howard and I had good discussions on LeSS, Scrum Alliance, the marketplace, and scaling
Some sessions that I attended and major takeaways:
  • Day 1 morning keynote –  Nokia LTE  implementation  – Takeaway – Yes, you can do Scrum with more than 5000 engineers
  • Day 2 keynote  by Craig Larman. I always find Craig’s thinking fascinating and learnt quite a few interesting facts about cognitive biases (and strategies to overcome them).
  • LeSS Games – component team and feature team simulation lead by Pierluigi Pugliese – very interesting simulation – I used a variation of this in my CSM class past weekend and people liked it. I hope to write about sometime, in the coming days
  • LeSS roles exercise by Michael James –  I have always been a fan of MJ. Very interesting exercise which reinforces the concept of LeSS roles
  • TDD in a flip chart – Guess I was there again, with MJ. Well, just learned that you do not need a computer to learn about TDD.
  • An open space session with Howard Sublett on LeSS and Scrum Alliance partnership (yours truly was the scribe) – Lot of interesting discussions on market, strategy, and positioning of the LeSS brand.  I personally got some insights from Rafael Sabbagh and Viktor Grgic.
Two days was short !! Time flew away.  It was a great experience !! And  I wish we could have a North American LeSS conference every year !!

Experience Report by Guest-Blogger Mark Uijen de Kleijn

I’ve attended the 2018 LeSS Conference- my first – in the Angela Orensanz Center in New York. I was really inspired by the many great speakers, experiments and experiences and was glad I could help Jurgen de Smet by his workshop on Management 3.0 practices that can complement LeSS with experiments.

A couple of notes on the Conference; it has been the first Conference I attended in years where I actually learned a lot, either from the many speakers, experiments and experiences, but from my ‘team’ as well. As the LeSS Conference is a team-based conference, we reflected on the content and our insights during the Conference, which accelerated my learnings.

As I use many games and practices in organizations or courses, I’ve seen several great new games that I can use myself. The ‘building agile structures’ game of Tomasz Wykowski and Justyna Wykowska was the most outstanding game for me, because it makes the differences between component and feature teams very clear when scaling work, and I will use this for sure in the future. The experiences at Nokia by Tero Peltola were very inspiring and especially the focus on the competences (of everybody) and technical excellence I will take with me.Thoughts that will stick with me the most after the conference: the focus on technical excellence (including e.g. automation, code quality, engineering practices etc.) and the importance of the structure of the organization, following Larman’s fifth law ‘Culture follows structure’. The latter I’m already familiar with, but needs to be reprioritized in my mind again. The former will be my main learning goal the coming period and I will need to dust off my former experiences.

Interesting quote to think about, by Bas Vodde: ‘we should maximize dependencies between teams’ (to increase collaboration between teams).


Games and Team Activities

LeSS Graphic Art


My partner in crime (Ari Tikka) and me  – Presenting on Coaching

Click here to download presentation: Ari’s deck | Gene’s deck.


Personal Memorable Moments


Next LeSS conference (2019) – Munich, Germany

Centralized vs. Decentralized Coaching

Key Takeaways

Read the original post on InfoQ.

  •  There is a frequently seen confusion with respect to the definition of agile coaching: coaching focus (e.g. enterprise vs. team) is confused with coaching alignment (centralized vs. decentralized) within an organization
  • Centralized coaching departments run the risk of turning into a single-specialty organizational silos that are locally optimized for their own expansion and personal success; they are also removed from real action. The reasoning behind: standardization – has its weaknesses.
  • Centralized coaching is often limited to being “responsible for introducing KPIs, documentation of script-style-one-size-fits-all best practices and cookie-cutting approaches”.  This leads to system gaming by other departments and organizational silos that must “meet numbers goals”
  • Centralized Agile coaching makes sense only when it takes place within an organization that is small enough to be effectively managed front-to-back (including its all organizational layers)  and is genuinely supportive of its own coaches, by providing them with “organizational immunity” and operational safety – to enable them perform their challenging duties
  • The main advantage of decentralized coaching approach is that coaches are close to real action: deeply engaged with products/services, and are intimately engaged with senior leadership.  Decentralized coaching is deep & narrow (as opposed to being broad and shallow) and takes time to cause meaningful and sustainable organizational changes.

Read the original post on InfoQ.