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Journey To Agility
Coaching a Transformation
      Beyond Agile

                                                                       @skipangel
                                                               sangel@bigvisible.com
      © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Coaching Cycle
                  Start Anywhere,
                  Go Everywhere




What to Do Next                                                       Where to Go Next

                  © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Understanding their world
 Organizational
 Challenges/Pains
 Past attempts at Agile?
 How are you organized?
 Describe your culture
 What is your FUD about
 Agile?
             © 2012 BigVisible Solutions, Inc.. All Rights Reserved
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?
                        © 2012 BigVisible Solutions, Inc.. All Rights Reserved
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
innovate as an organization.

           © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Transformational Coaching Model

                                                                  Focus needed
                                                                    to sustain
                                                                      agility



                                                                  Typical Focus
                                                                         of
                                                                       Agile
                                                                    Initiatives
         © 2012 BigVisible Solutions, Inc.. All Rights Reserved
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
                               © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Coaching Cycle
                  Start Anywhere,
                  Go Everywhere




What to Do Next                                                       Where to Go Next
                                                                      Where to Go Next

                  © 2012 BigVisible Solutions, Inc.. All Rights Reserved
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
                   © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Typical Team Rollout




        © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Enablement Team
Getting the Flywheel started

Cross Company, Highest Level
Possible

Purpose: Create environments in
which organizational agility emerges

Responsibilities: Evangelism around
Agile, Communication of Progress,
Escalation of Issues, Guidance and
Support
                    © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Changing Leadership Styles
 Directing                                                             Catalyzing

         Envisioning and facilitating
         Clear objectives, allowing rules to evolve
         Decisions down to lowest level possible
         Collaboration and relationship building
         Organic / minimally necessary processes
         Evaluate root causes for longer term solutions
         Creating environment for teams to thrive
              © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Strategy Mapping: Goal?
     Strategy Mapping Source: Dave Sharrock bit.ly/KUXJ40


                                                                                                     Agility Goal
                                                                                        Description of a desired outcome with key
                                                                                                      differentiators




                                        Learn what delights our
                                          customers by rapidly
                                       delivering quality products




                               © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Strategy Mapping: Capabilities?
               Strategy Mapping Source: Dave Sharrock bit.ly/KUXJ40

Improve the quality of our          Increase frequency of
                                                                                                               Agility Goal
  code before it goes to          releases to respond better
                                                                                                  Description of a desired outcome with key
       customers                      to the marketplace
                                                                                                                differentiators

                                                                                                    Possible Success Factors
  Improve visibility into                                                                     Brainstorm as many possible factors that will
 what we are working on                                                                     contribute to successfully delivering the objective.
 across the organization                                                                                   Factors may include:
                                    Learn what delights our
                                                                                                            Skills or Capabilities
                                      customers by rapidly
                                                                                                       Relationships or Interactions
                                   delivering quality products
Quicker feedback from                                                                                      Constraints or Targets
customers to determine
    needs or wants


                   Encourage and reward                      Ability to quickly detect
                 continuous improvement to                  and resolve defects when
                how we work and what we do                         they happen
                                         © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Strategy Mapping: Actions?
               Strategy Mapping Source: Dave Sharrock bit.ly/KUXJ40
                                                                                                               Agility Goal
Improve the quality of our          Increase frequency of
                                                                                                  Description of a desired outcome with key
  code before it goes to          releases to respond better
                                                                                                                differentiators
       customers                      to the marketplace
                                                                                                    Possible Success Factors
                                                                                              Brainstorm as many possible factors that will
  Improve visibility into                                                                   contribute to successfully delivering the objective.
 what we are working on                                                                                    Factors may include:
 across the organization                                                                                    Skills or Capabilities
                                    Learn what delights our                                            Relationships or Interactions
                                      customers by rapidly                                                 Constraints or Targets
                                   delivering quality products
Quicker feedback from                                                                                  Necessary Conditions
customers to determine                                                                     Minimum actions or deliverables needed to deliver
    needs or wants                                                                         just enough of a PSF. May contain nested NCs until
                                                                                                an actionable backlog items are identified.

                   Encourage and reward                      Ability to quickly detect
                 continuous improvement to                  and resolve defects when
                how we work and what we do                         they happen
                                         © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Initial Strategy Map
                         Strategy Mapping Source: Dave Sharrock bit.ly/KUXJ40
                                                                                                                                                   Agility Goal
    Encourage pairing between                                                                          Set up Continuous
         team members                                                                               Integration environment               Possible Success Factors
                                                Improve the quality of
                                                                                                                                           Necessary Conditions
                                                our code before it goes
      Research code analyzers                        to customers                    Increase frequency of
                                                                                 releases to respond better to
                                                                                        the marketplace                   Improve Branching Strategy

                                     Improve visibility into
                                    what we are working on
  Establish a monthly
                                    across the organization                                                                     Evaluate Shared
  release coordination
                                                                           Learn what delights our                               Environments
        meeting
                                                                             customers by rapidly
                                 Quicker feedback from                    delivering quality products
                                 customers to determine
                                                                                                                                                  Provide training on test-
                                     needs or wants                                                           Ability to quickly detect                first practices
                                                                                                             and resolve defects when
  Get out of the building                                         Encourage and reward                                                               (TDD, ATDD, BDD)
                                                                                                                    they happen
and test concepts with high-                                    continuous improvement to
      level prototypes                                         how we work and what we do
                                                                                                                                              Discuss with teams on
                                  Provide money for                                                   Discuss ways to                            ideas to reduce
                               team-based rewards when                                             encourage innovation                           technical debt
                                    goals are met                                                   outside of backlogs

                                                                 © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Coaching Cycle
                  Start Anywhere,
                  Go Everywhere




What to Do Next                                                       Where to Go Next

                  © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Enablement Backlog
              Evaluate Shared Environments

        Set up Continuous Integration environment

                Improve Branching Strategy
                                                                                                 Action Items broken down
           Provide training on test-first practices
                                                                                                 into smaller deliverables
 Provide money for team-based rewards when goals are met

     Establish a monthly release coordination meeting                                            Each backlog item has owner
    Discuss with teams on ideas to reduce technical debt
                                                                                                 Owner pulls team together

                                                                                                 Track progress on task board


                                        © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Coaching Map




      © 2012 BigVisible Solutions, Inc.. All Rights Reserved
How are people handling the change?




           © 2012 BigVisible Solutions, Inc.. All Rights Reserved
The Client



        Travel Industry
        Teams in multiple locations
        2 Coaches
        (Re)Introduced Agile Nov 2011
        © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Leadership
         Before                                                            6 Months Later

  Some strong leadership                                            Transition Team is the glue


  Willingness to try Agile                                             Learning to be catalysts


Agile is Engineering Process                                            Agility is second nature


     Compelling need                                                            Sustaining change
                       © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Organization
                   Before                                                                  6 Months Later

 Teams were relocated into same working                       Teams having collaborative areas along with
           spaces of cubicles                                                   cubicles

   Limited information sharing / learning                        Information sharing and learning through
  through intranet and company trainings                                 Communities of Practice

Highly specialization of skills through hiring               Hiring of “Agile” skills with diversity for more
                and training                                                   generalists

  Metrics focused primarily on financial/                  Metrics being used as feedback for improvement
              business results                                         and agility capabilities
                                  © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Product / Business Strategy
                    Before                                                                 6 Months Later
                                                                        Team working on product discovery /
         Product Discovery separate
                                                                                   development

                                                                     Teams using Business Model Canvases to
    Little knowledge of Vision or Strategy
                                                                              understand business

                                                                Minimal Viable Product for Feature using Lean
         Backlog of Project Initiatives
                                                                       Startup (Build-Measure-Learn)

Customer Validation through Learning Labs and Customer Validation through Cohort Testing in
                 Split Testing                         Production using Analytics

                                  © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Delivery
              Before                                                                6 Months Later
   8 - 10 Proposed Scrum Teams                                   18 Feature and Operational Teams

     Monthly Release Targets                                 Monthly Combined Release Deliveries

Little coordination ahead of release                   Monthly Release Coordination, some Forecasting

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

Branching and merging for releases                              Continuous Integration and Testing
                           © 2012 BigVisible Solutions, Inc.. All Rights Reserved
Execution
             Before                                                               6 Months Later

      Group of individuals                                Team members sharing roles to deliver

   Regression Test Automation                                           BDD Functional, Unit Tests

                                                           UX Ideation with “right” fidelity within
 High Fidelity Prototypes ahead
                                                                           team

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

  Technical Debt out of control                                Addressing past debt within stories
                         © 2012 BigVisible Solutions, Inc.. All Rights Reserved
When to leave?
Skip Angel!
Principal Agile Consultant!




[m! 425.221.7117!
    ]:
[ e!]: sangel@bigvisible.com!
[ u!]: www.bigvisible.com!

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Journey to Agility - Beyond Agile 2012

  • 1. Journey To Agility Coaching a Transformation Beyond Agile @skipangel sangel@bigvisible.com © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 2. Coaching Cycle Start Anywhere, Go Everywhere What to Do Next Where to Go Next © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 3. Understanding their world Organizational Challenges/Pains Past attempts at Agile? How are you organized? Describe your culture What is your FUD about Agile? © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 4. 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? © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 5. 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 innovate as an organization. © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 6. Transformational Coaching Model Focus needed to sustain agility Typical Focus of Agile Initiatives © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 7. 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 © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 8. Coaching Cycle Start Anywhere, Go Everywhere What to Do Next Where to Go Next Where to Go Next © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 9. 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 © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 10. Typical Team Rollout © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 11. Enablement Team Getting the Flywheel started Cross Company, Highest Level Possible Purpose: Create environments in which organizational agility emerges Responsibilities: Evangelism around Agile, Communication of Progress, Escalation of Issues, Guidance and Support © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 12. Changing Leadership Styles Directing Catalyzing Envisioning and facilitating Clear objectives, allowing rules to evolve Decisions down to lowest level possible Collaboration and relationship building Organic / minimally necessary processes Evaluate root causes for longer term solutions Creating environment for teams to thrive © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 13. Strategy Mapping: Goal? Strategy Mapping Source: Dave Sharrock bit.ly/KUXJ40 Agility Goal Description of a desired outcome with key differentiators Learn what delights our customers by rapidly delivering quality products © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 14. Strategy Mapping: Capabilities? Strategy Mapping Source: Dave Sharrock bit.ly/KUXJ40 Improve the quality of our Increase frequency of Agility Goal code before it goes to releases to respond better Description of a desired outcome with key customers to the marketplace differentiators Possible Success Factors Improve visibility into Brainstorm as many possible factors that will what we are working on contribute to successfully delivering the objective. across the organization Factors may include: Learn what delights our Skills or Capabilities customers by rapidly Relationships or Interactions delivering quality products Quicker feedback from Constraints or Targets customers to determine needs or wants Encourage and reward Ability to quickly detect continuous improvement to and resolve defects when how we work and what we do they happen © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 15. Strategy Mapping: Actions? Strategy Mapping Source: Dave Sharrock bit.ly/KUXJ40 Agility Goal Improve the quality of our Increase frequency of Description of a desired outcome with key code before it goes to releases to respond better differentiators customers to the marketplace Possible Success Factors Brainstorm as many possible factors that will Improve visibility into contribute to successfully delivering the objective. what we are working on Factors may include: across the organization Skills or Capabilities Learn what delights our Relationships or Interactions customers by rapidly Constraints or Targets delivering quality products Quicker feedback from Necessary Conditions customers to determine Minimum actions or deliverables needed to deliver needs or wants just enough of a PSF. May contain nested NCs until an actionable backlog items are identified. Encourage and reward Ability to quickly detect continuous improvement to and resolve defects when how we work and what we do they happen © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 16. Initial Strategy Map Strategy Mapping Source: Dave Sharrock bit.ly/KUXJ40 Agility Goal Encourage pairing between Set up Continuous team members Integration environment Possible Success Factors Improve the quality of Necessary Conditions our code before it goes Research code analyzers to customers Increase frequency of releases to respond better to the marketplace Improve Branching Strategy Improve visibility into what we are working on Establish a monthly across the organization Evaluate Shared release coordination Learn what delights our Environments meeting customers by rapidly Quicker feedback from delivering quality products customers to determine Provide training on test- needs or wants Ability to quickly detect first practices and resolve defects when Get out of the building Encourage and reward (TDD, ATDD, BDD) they happen and test concepts with high- continuous improvement to level prototypes how we work and what we do Discuss with teams on Provide money for Discuss ways to ideas to reduce team-based rewards when encourage innovation technical debt goals are met outside of backlogs © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 17. Coaching Cycle Start Anywhere, Go Everywhere What to Do Next Where to Go Next © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 18. Enablement Backlog Evaluate Shared Environments Set up Continuous Integration environment Improve Branching Strategy Action Items broken down Provide training on test-first practices into smaller deliverables Provide money for team-based rewards when goals are met Establish a monthly release coordination meeting Each backlog item has owner Discuss with teams on ideas to reduce technical debt Owner pulls team together Track progress on task board © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 19. Coaching Map © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 20. How are people handling the change? © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 21. The Client Travel Industry Teams in multiple locations 2 Coaches (Re)Introduced Agile Nov 2011 © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 22. Leadership Before 6 Months Later Some strong leadership Transition Team is the glue Willingness to try Agile Learning to be catalysts Agile is Engineering Process Agility is second nature Compelling need Sustaining change © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 23. Organization Before 6 Months Later Teams were relocated into same working Teams having collaborative areas along with spaces of cubicles cubicles Limited information sharing / learning Information sharing and learning through through intranet and company trainings Communities of Practice Highly specialization of skills through hiring Hiring of “Agile” skills with diversity for more and training generalists Metrics focused primarily on financial/ Metrics being used as feedback for improvement business results and agility capabilities © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 24. Product / Business Strategy Before 6 Months Later Team working on product discovery / Product Discovery separate development Teams using Business Model Canvases to Little knowledge of Vision or Strategy understand business Minimal Viable Product for Feature using Lean Backlog of Project Initiatives Startup (Build-Measure-Learn) Customer Validation through Learning Labs and Customer Validation through Cohort Testing in Split Testing Production using Analytics © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 25. Delivery Before 6 Months Later 8 - 10 Proposed Scrum Teams 18 Feature and Operational Teams Monthly Release Targets Monthly Combined Release Deliveries Little coordination ahead of release Monthly Release Coordination, some Forecasting Offshore teams doing Internal Coaches hired/trained, went through their own form of Agile same process as other teams Branching and merging for releases Continuous Integration and Testing © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 26. Execution Before 6 Months Later Group of individuals Team members sharing roles to deliver Regression Test Automation BDD Functional, Unit Tests UX Ideation with “right” fidelity within High Fidelity Prototypes ahead team Code Shared/Owned Across Teams Most code shared and owned by team Technical Debt out of control Addressing past debt within stories © 2012 BigVisible Solutions, Inc.. All Rights Reserved
  • 28. Skip Angel! Principal Agile Consultant! [m! 425.221.7117! ]: [ e!]: sangel@bigvisible.com! [ u!]: www.bigvisible.com!