Agile Culture - Are you Stepping Up?

In the traditional and waterfall world, there tends to be a more directive approach to managing the projects. A hierarchy exists where decisions get made not necessarily based on full knowledge, experience, or information, but based on position. Often times, decisions are made by a few folks and then shared with the team. Ultimately this establishes a culture where folks on the project team become timid, lack enthusiasm, and do not feel vested in the work ahead. This is problematic because we are not getting the most brain power from the team members.

Then along comes Agile. When implemented correctly, the Agile culture places a strong emphasis on team empowerment and ownership. There is little to no command-and-control from management and teams are trusted to make the decisions since they are much closer to the working knowledge and have the experience in that specific area. Team members feel invested in the work ahead because they have a say in the direction of the product.

However, transitioning to an Agile culture does not immediately gain the advantages that you desire. There must be a recognition that managers and some overly directive people need to step back. However, when they do step back, the Agile team members must step forward to fill the leadership gap. if you want to want to feel invested in your work, you must be willing to own the decisions and work ahead.  Otherwise, those people that stepped back will have a tendency (per their natural inclination to be directive) to want to step forward again.

This is where being assertive and proactive becomes important. Some engineers may come from a culture where they are relegated to “getting instructions” and being told what to do. They are not expected to be a leader. With Agile, it is now their job to become self-empowered, become leaders, and take assertive steps forward.

What does this mean in the Agile context? First, as you become part of an Agile project, you must truly internalize that you are now equally part of the team and your thoughts, experience, and opinions matter. This does not happen overnight because the dynamics of getting to an Agile culture takes time.  In some cases, there will be those working against you, to sabotage the change in order to maintain the status quo. But make no mistake, it is up to you to step up and assertively empower yourself.  Ensure you are weaving your way onto the Scrum team as an effective team member

So next time you don’t think you are appropriately involved on the project or you think you need permission to speak up, stop for a moment. Change your mindset and be assertive, speak up, get involved, become a leader, and start owning the work. Agile provides that opportunity. It is your opportunity to step up.

Agile Animal Farm - Pigs, Chickens, and more

Once upon a time there was a chicken and pig walking down the country road. The chicken turns to the pig and says, “I have a great idea! Let’s start a breakfast restaurant called Ham-n-Eggs”. The pig thinks for a moment, and then says, “No thank you. You would just contribute (your eggs) and could leave when you wanted to, while my bacon would be on the line”.

This humorous yet telling analogy from the Agile world helps us distinguish those that are just involved from those that are truly committed on an Agile team. However, in the real world, pigs do have to work with chickens and even other animals around the farm. Let’s take a look at each animal more closely. I have seen or heard about the Pig, Chicken, Fox, and Seagull before and I will also introduce a few more new animals (e.g., Rat, Cat, and Bull) to this interesting analogy. How many of these have you seen in your Agile workplace?

Pig - They are fully dedicated to the project. This would include the Agile team (aka, Scrum Team), ScrumMaster, and Product Owner. They are committed to the work. They work in a pig-pen with other pigs who love their work and environment and love to pitch-in. If Agile is being implemented correctly, they are more than willing to put their bacon-on-the-line every day because they feel ownership of the work. They are assertive and accountable for the success of the project and have a majority (if not all) of their performance goals linked directly to the success of the project and their specific Agile team.

Chickens – They come and go on the project. While chickens are mostly helpful, because they are contributing their eggs, they don’t always understand the full context because they are not a dedicated team member. So occasionally they may accidently contribute a rotten egg. They are not accountable for the success of the project, although they may have a small portion of their performance goals linked to the success of the project.

Fox – They like to stealthily move into and through the team seeing who has certain skills and ideas. Then they like to steal not only resources (Agile team members) for their own teams, but they also steal ideas. They are not necessarily negative, because they are often so quiet in their manipulative work. They are dedicated to their own success.

Seagulls - They like to fly around the project and not really contribute in any manner. They enjoy “talking” (mostly hearing themselves speak) and pretend they are adding value, but they are only annoying the pigs (Agile team members). Often, they like to swoop in so it can look like they are involved (and they’ll tell others this). They are often quite negative, squawk a lot in a “know it all” manner, and often poop on people and their ideas.

Rat –They are deceiver types who will use the trust of the team to gain insight into topics so they can then “rat” on what is going on to others. Often on Agile teams, they are really deceivers because they are really anti-Agile or just plain negative people. They often know the decisions that are made based on certain contexts that the team is in, but will twist the truth in order to bring the project down. It is important to identify these deceivers as quickly as possible and get them off the team.

Cat – They are a lazy type on an Agile team that really do not pitch in but instead like to sleep instead. They are almost purposefully not assertive, have been used to just “getting by” on projects for years, and are not really interested in feeling ownership of the work. They typically neither positive nor negative and simply like to be left alone. The other team members will begin to notice this behavior and realize they are not really interested in becoming part of the team.

Bull – They are command-and-control types who think they can continue to tell their folks what to do even though they are dedicated to their Agile teams. Sometimes referred to as bullies, they charge right into the team and attempt to direct them to their own work and often deviate the team from building product functionality. Typically, they are not interested in the Agile mindset because they see it as a challenge to their authority (technical or managerial) or don’t really understand or care about the business benefits of Agile, but instead want to maintain their own status.

And finally no farm is complete without the Farmer.  However, on an Agile farm, it cannot be just any Farmer but instead a benevolent Farmer who is good to his animals and ensure the animals have what they need to grow and prosper.  The Agile Animal Farmer encourages, inspires, and allows for team autonomy and self organization.     

I hope you enjoyed these animal farm analogies. Did you recognize any of them? What Agile animals are on your Agile farm?

Here are few more links to other Agile animal references:

• Chickens, Pigs, & Seagulls - http://www.scrumology.net/2009/06/10/chickens-pigs-seagulls/
• The Chicken and the Pig - http://en.wikipedia.org/wiki/The_Chicken_and_the_Pig
• The Classical story of the Chicken and the Pig (cartoon) - http://www.implementingscrum.com/2006/09/11/the-classic-story-of-the-pig-and-chicken/

Enjoy!

Robust Agile Organization - Core Roles and Beyond!

To establish to a fully robust Agile enterprise, it is important for everyone to play a role in Agile. I have found that being successful from an Agile perspective requires "core" roles and but must include the "across the enterprise" roles to ensure success.  Let's focus on each of these areas.

Core   

The core roles provide the nucleus for building customer value.  This starts with the Development Team. I prefer to use the term Agile Team (or something similar) since I want to ensure folks understand that it is not just development-centric but includes other key cross-functional roles and disciplines.  This cross-functional team is made up of around 7-9 members who can architect, design, develop, build, technically write, and test. This is commonly made up of developers (who can architect, design, and code, but preferably some who can do all three), QA/testers (who can build and execute tests), UX, DB, tech writers, and CM/build talent. The key is to ensure you have all of the roles you need to build an idea with sufficient skills to get the job done. You may also need a Product Architect which is a role that may not be considered full-time because they can support more than one team related to an idea.  However, it should be committed to the team(s).  This person ensures that the architectural related decisions are established and discussed with the team.

The servant leader for the team is the Scrum Master. The Scrum Master educates the team on Agile processes and practices, and helps them apply those practices. The Scrum Master takes the responsibility of a team coach ensuring the team stays true to the Agile values and principles as articulated in the Agile Manifesto including applying self-organization around the work. The Scrum Master helps the Agile Team and Product Owner remove roadblocks. This role also facilitates the Sprint Planning session, Daily Stand-ups, Retrospectives, and the Agile Release Planning session. Learn more about the Scrum Master in the Who makes the Best Scrum Master article.

Equally important is the role of Product Owner (PO), the driver of customer value. This Agile role should be played by someone within each product team that is customer facing to ensure everyone understands customer needs. This is often played by the Product Manager, Business Analyst, or someone who provides the business perspective and engages with customers to ensure the Agile Team is building something that is of value to the customer. Identifying the right customers for validation is the job of the Product Owner. To scale this PO role, the lead PO may introduce Product Owner Proxies (POP) who may be architectures, lead developers, or functional managers (the latter role may now have much less to do). The POP takes direction from the lead PO via the Product Owner Scrum of Scrum sessions to ensure all POs and POPs are on the same page. Then it is important to bring the customer into the picture to validate that what the team is building is something that the customer actually wants.  Learn more about the PO in the Who makes the Best PO article.

The final core role that is often forgotten in many Agile environments is the Customer.  The customer is core to determining what is value.  With the customer, you are not really enacting Agile. The customer is where many of the ideas of value come from.  The customer provides the valuable feedback along the way that validates (or adapts) what is considered value.  The customer may be in the form of multiple personas depending on their motivations and pain points. 

Across the Enterprise (aka, Beyond) 

If this is your first foray into the Agile space or you want advance in your state of Agile, it is important to have an Agile Coach who possesses deep Agile deployment knowledge to ensure teams are implementing Agile effectively. It has been established that training will only provide initial knowledge but team members can easily revert back to old traditional habits. The Agile Coach understands both the short-term and long-term pitfalls of adopting Agile, that Agile is a culture shift and will take time, and can help the team move to Agile is a more effective and efficient manner.

We then turn to management. Middle Management must play their role where they gently back away from command-and-control and act more as servant-leaders where they trust their teams, help them remove roadblocks, and support the Agile practices. They must realize that their direct reports are now on Agile Teams so they cannot be assigned any additional work. They may attend the End-of-Sprint Review (aka, demo) to gain a more genuine sense of progress (seeing actual working functionality) vs. getting a status report. Often times middle management have less to do in an Agile world and may consider changing their roles to either more of a Resource Management or Product Owner Proxy.  Learn more about Agile and middle management by visiting the Agile and Middle Management article.

Executives/Senior Management needs to play a leadership role as Agile champion. They must support Agile and understand that its primary intent is to build customer value which can ultimately mean more revenue for the company. They must also understand that they must get the Agile teams to feel ownership of their work and this requires leadership and not command-and-control style managers. They may need to adjust their staff if it already laden with too much command-and-control. They may also attend the End-of-Sprint Review (aka, demo) to gain a more genuine sense of progress (seeing actual working functionality).  Learn more about Agile and the Executive role by visiting the Agile Executives Playbook article.

Then we bring in roles like Sales and Marketing, Finance, and HR. These roles should adapt toward the same concepts of agile leadership, self-organizing teams, collaboration, streamlining and eliminating waste. Sales and Marketing are involved with bringing a product to market. They need to help the Product Owner with requirements input and clarification to ensure we are building something the customer needs. They need to understand that the Product Backlog and Release Goals are owned by the Product Owner, they must funnel requirements to the Product Owner, and avoid making commitments without the Product Owner in agreement.

Finance needs to be flexible in understanding that they can still manage to cost because it is the scope that is the important variable.  Finance and Portfolio should adapt to a continuous budgeting approach where ideas are continuously added to an enterprise kanban prioritized by value instead of fixing the work at the beginning of an annual budgeting process. You can learn more in the book Beyond Budgeting. 

If performance objectives are part of the organizational processes, then it is important for HR to establish a performance process that allows for team goals. This is because as part of the Agile mindset, it is important to establish that it is the team’s responsibility to ensure the release is a success and not specific to individuals.  HR can also help the enterprise move from an annual performance review to continuous review and feedback. Learn more about this in the Agile is creating a new horizon for HR article. 

If an idea or product is made up of more than one Agile Team (e.g., for a team of twenty you would want to break them into three teams of around 7), then there may be a need for an Agile Project Manager (APM) to help manage the dependencies and risks across teams, remove roadblocks, and ensure they work in a concert.  They may support a Scrum of Scrums (SoS) or similar.  The APM also handles the interaction with the business governance of the organization.  If your organization is large, you will need an Agile Portfolio Management Leader or team.  This leader focuses on providing visibility to the highest value work so that the organization (and teams therein) are building the highest value work to the customer.

Ultimately everyone within the organization should be focused on understanding and delivering customer value every step of the way. Getting to that value oriented mindset is critical to the success of Agile. It takes teamwork to get there and that team is the entire organization.

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You can see a presentation that covers many of these roles at: http://www.boston-spin.org/slides/boston_spin_slides_2010_09.pdf