Building an AI and Agile Culture of Learning

Does your AI and Agile education begin and end with barely a touch of training?  A number of colleagues have told me that in their companies, training ranged from 1 hour to 1 day.  With this limited training, they were expected to implement and master the topic.  AI nor Agile isn’t simply a process or skill that can be memorized and applied. It is a culture shift. Will this suffice for a transformation toward AI and Agile?

Education is an investment in your people.  A shift in culture requires an incremental learning approach that spans time.  What works in one company doesn’t work in another. A learning culture should be an intrinsic part of your transformation that includes skills, roles, process, culture and behavior education with room to experience and experiment.

A transformation requires a shift toward a continuous learning culture which will give you wings to soar!  You need a combination of training, mentoring, coaching, experimenting, reflecting, and giving back. These education elements can help you become a learning enterprise.  Let's take a closer look at each:

Training is applied when an enterprise wants to build employee skills, educate employees in their role, or roll out a process. It is often event driven and a one-way transfer of knowledge. What was learned can be undone when you move back into your existing culture.

Coaching helps a team put the knowledge into action and lays the groundwork for transforming the culture. Coaching provides a two-way communication process so that questions can be asked along the way. A coach can help you course-correct and promote right behaviors for the culture you want.

Mentoring focuses on relationships and building confidence and self-awareness. The mentee invests time by proposing topics to be discussed with the mentor in the relationship. In this two-way communication, deep learning can occur.

Experimenting focuses on trying out the new skills, roles, and mindset in a real world setting.  This allows first-hand knowledge of what you’ve learned and allows for a better understanding of Agile.

Reflecting focuses on taking the time to consider what you learned whether it is a skill, process, role, or culture, and determine what you can do better and what else you need on your learning journey. 

Giving back occurs when the employee has gained enough knowledge, skills, experience, to start giving back to their community to make the learning circle complete. Helping others highlight a feeling of ownership to the transformation and the learning journey.

It takes a repertoire of educational elements to achieve a culture shift and becoming a Learning enterprise. When you have people willing to give back is when the learning enterprise has become full circle and your enterprise can soar.

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For more Agile related Learning and Education articles, consider reading:

• Agile Education Engine - Bringing power to your Agile Transformation - http://cmforagile.blogspot.com/2014/11/agile-education-engine-bringing-power.html
• There is no Success of Fail, only Learn - http://cmforagile.blogspot.com/2015/12/there-is-no-success-or-fail-only-learn.html
• How a Self-organizing Agile Education Vision can help your Agile Transformation - http://cmforagile.blogspot.com/2014/02/how-self-organizing-education-vision.html

Constellation Icebreaker - Getting to know you

How do you get a group of folks to quickly learn about each other’s common interests? Consider the Constellation icebreaker technique.  Constellation is used to identify to what degree people from a group agree or disagree with certain statements (which can be based on a belief, idea, or value). 

This icebreaker technique is an informal way to get people to share a bit about themselves at the beginning of a training session, workshop, or when a new team is forming.  It is a non-confrontation way of learning people's opinion on a topic or statement.  Within seconds of applying this technique, the participants will clearly tell you what they think of the statement. Its also a great way to connect people together since they will visually see who has their common interests and opinions. There are several types of constellation icebreaker techniques and here is how the Constellation Orbital Icebreaker game works:

The set up:  

• Identify a "center" of the room (or constellation).  This is the Sun.  The location of the Sun represents the highest degree of agreement with the statement.
• Optionally, use masking or blue paint tape to create dashed lines around the sun in 3 feet/1 meter increments away from the sun.   

The activity: 

• Ask everyone to stand on/around the Sun (aka., the center) - don't crowd too much
• Speak the statement, e.g., "I love the Red Sox" 
• Ask folks to place themselves either close to or away from the sun according to how much they agree or disagree with this statement (each person becomes the planet)
• Once everyone has placed themselves, ask some/many/all of the folks why they have placed themselves where they are

Its a great way to learn about people fairly quickly.  Have you tried the Constellation icebreaker before?  If so, what do you think?  Do you have another icebreaker that you have found of value to getting folks to learn about each other?    

Agile Executive Playbook

Imagine that you are an executive of a company (and quite possibly some of you reading this are or have a direct line to an executive).  You’ve heard about this thing called Agile and some of you have experienced it.  However, Agile is still a bit confusing because in many cases, it appears to be occurring only at the development team level and can occur in many different ways.  Some of you believe that Agile is a set of practices and tools and may be surprised to know that it is nothing-more-and-nothing-less than a set of values and principles.   Maybe some of you haven’t seen the connection between applying Agile and gaining the business benefits.  What exactly is your role and responsibilities in moving your company toward Agile?  Here is guidance on what you may do to support Agile and more importantly increase your chances of deriving the business benefits of Agile. 

Strategic Shifts           

The key responsibility for the executive within the organizational scope is to become the sponsor of the Agile initiative.  This highlights to the employees that Agile is important and increases the chances of buy-in.  But simply proclaiming “make it so” isn’t sufficient.  The executive must continue to be a key player in this on-going sponsor role.  Here are strategic shifts that are beneficial:

• Study the Agile values and principles.  Knowing this language helps you become more conversant in Agile and to the teams and organizational players that are involved.  Studying the values and principles will also help you ascertain if you really believe in them (or not). 
• Move away from the iron triangle of schedule, cost or scope and move to a framework focused on value.  Prioritizing ideas via cost of delay will provide a much better value-driven pipeline of ideas.  These ideas can be decomposed into increments that can then be validated with fast feedback loops. 
• Measure and adapt the flow of your end-to-end concept to cash pipeline.  There is a tendency to focus on just development, but it is often other parts of the pipeline where ideas wait much too long.  Consider value stream mapping to better understand waiting states and no or low value steps. 
• Adapt the organization from a hierarchical organization to more of a self-organizing organization.  When employees feel that they have more ownership and decision-making of their work, they will apply much more brainpower and bring passion to their work.

Key Sponsor Activities

Now let’s take a look at the more in-depth activities that you as an executive should consider playing and why.  These are more tactical, but since becoming Agile doesn’t happen overnight, they help keep the engagement and interest along the way. 

• Treat your Agile initiative as a journey.  Because this does take time, it would benefit you to build an adaptable roadmap.  This may be best handled with a small local team of Agile champions who are committed to adopting Agile and an Agile consultant who has experience in this area.  To get a good understanding of what an Agile roadmap may look like, consider reading the book Being Agile: Your Roadmap to Successful Adoption of Agile.
• Build a learning culture.  Consider establishing an education vision on how to best educate your organization. Infuse the education with experiments and experience. I suggest starting with the Value, Flow, and Quality materials that provide the reader with great insight into many of these new concepts and ideas, along with case studies and activities.
• Build the foundation for a Customer Value-Driven Enterprise.  This is a company that is explicitly looking for the highest value ideas, applying an incremental mindset, and applying feedback loops to validate value along the way.  Learn more by reading The Agile Enterprise.
• As an executive, examine your own behavior and align it with the Agile mindset of Agile values and principles with a focus of delivering customer value.  Are you speaking the language of Agile and the strategic shift that you are looking to achieve? 
• Provide funding for the Agile initiative.  Funding should include meeting education needs, bringing in talent (coaches) as needed, and providing tool support. This may occur incrementally or per the budget cycle.  
• Periodically provide public support for Agile. Establish an Agile communication plan, of which portions can be executed over time to keep employees aware of the progress and accomplishments of the deployment.  This may also include providing 'air cover' to the Agile deployment team and the coaches and champions and mitigating the risks that could prevent a move to Agile.  
• Consider your staff.  Ask yourself, “are they Agile minded and aligned with the cultural shift that is needed?”  You may need to be involved with making adjustments to staff members who cannot make the switch away from command-and-control. This can be hard to do, but if they don't, then those around them will not take the change seriously.
• Learn how to read agile metrics and measures of success. Gaining an understanding of the lagging to leading metric path, sprint burn-downs, release burn-ups, value capture, release frequency, Agile Mindset, Values, and Principles (MVP) Advisor, and other Agile-related metrics can help ensure the organization is moving in the right direction.
• Adapt the employee compensation model toward agile behaviors being sought and away from rewarding command-and-control attributes. To change behavior, recognize the behavior you want to change, evaluate the reward system, and adapt it to the behavior that is needed for Agile. Without aligning the reward system to Agile, you will not get to behavior you want.
• Attend the Sprint Reviews of your top products within your organizational scope. This will give you a genuine sense of progress and see actual working functionality of your products.

The intent of this article is to provide highlights of what an executive can do to get the most business benefits from their Agile initiative.  There can be other perspectives and further details.  As an executive (or those who have supported executives), what have you found helpful in your Agile journey?

Gamification for your Agile Journey

Gamification adapts game concepts to nongaming situations to engage employees and motivate them to improve their performance and achieve a beneficial behavior. It rewards employees for completing performance levels with points, badges, privileges, and sometime monetary incentives. Gamification can be deployed as one of the possible techniques to engage employees as part of your Agile Journey.

The key to gamification is that it must be driven by a clear business goal with a clear outcome.  With the context of Agile, the goal with gamification is to encourage employees to become engaged in Agile, with the outcome of ‘giving back’ to the Agile community.  While your Agile journey may start with training and coaching, you eventually would like employees acting as Agile Champions to give back and start sharing their knowledge and experience within their colleagues.

As an example, let’s say you have established an Agile Education Vision with the goal of getting employees to give back to the Agile community.  As one technique, you decide to use gamification to motivate and engage employees to become Agile Champions and give back to their local community. Let's posit five levels of Agile Champion and the points needed to achieve each level:

• Steel: 5 points
• Bronze: 25 points
• Silver: 50 points
• Gold: 100 points
• Platinum: 250 points

By achieving certain levels, a precious medal badge is earned which the employee can add to their signature line and receive an award to support the behavior, both to recognize this achievement. The vision lays out the following education elements, together with the points earned by completing each one:

• Take the online “Agile Overview” for awareness: 5 points
• Attend Scrum Master, Product Owner, team, or manager training per your role: 20 points
• Take a variety of short online courses such as “How to Write User Stories” to build skills: 5 points each 
• Attend a 45-minute seminar/webinar on various Agile topics such as “Lessons Learned from Sprint Retrospective” to understand process: 5 points each
• Write an internal blog article and share with the internal Agile community: 25 points
• Create and present a webinar and share with the internal Agile community: 50 points

Notice that by taking the “Agile Overview,” the participant immediately becomes Steel level. This gets them into the game which may motivate them to keep playing. Also notice that the bigger point items promote giving back to the internal Agile community. This preferential valuation aligns with the goal of giving back while building their Agile knowledge along the way.

If you use gamification, ensure the achievement is real, that it helps the employee with their work, and is aligned with your Agile goals.  Finally, please remember that gamification is just one technique within your Agile toolkit in building an Agile community and having a successful Agile journey. 

PS - to read more about how Gamification can help you in your Agile journey, consider reading Chapter 16 of the new Agile book entitled Being Agile.