Understanding Agile as a Cycle

Posted by Sawyer Conrady on January 3, 2023

May 28, 2020

About a year ago, Marty Cagan, founder of svpg.com, posted an article saying that companies using the Scaled Agile Framework® (SAFe) and other scaling frameworks were just utilizing these frameworks as another attempt to command and control. Although Cagan admitted to not knowing much about SAFe, he claimed that it was just a metaphor for doing it wrong.

At the time, I was upset that a leading thinker in the areas of product development and customer focus had called out SAFe. I have used SAFe successfully at multiple Silicon Valley product companies to improve customer focus and connections to teams. However, I also had a deeper, quiet agreement with what he said. A lot of people were doing SAFe wrong, and Cagan had likely seen or heard of one of these “Cargo Cult” implementations.

I think there is an interesting pattern emerging in agile and SAFe today, seen in part by Marty Cagan but commented more deeply by Oliver Staley in his article, “Whatever Happened to Six Sigma?” published September 3, 2019.

Staley points out that while Six Sigma was a solid model for manufacturing quality excellence, it also caused third-party partners to twist and certify anyone with a check, ending in a lack of results and causing the marketplace to turn away. “The merchants of Six Sigma wanted to keep expanding the market,” and so it was oversold, causing an over-expansion and decline in the use and importance of Six Sigma.

This decline was also rooted in the removal of the quality problem in American manufacturing. Instead, the shift and increase in software problems began to drive the marketplace. Today, companies are rightly turning to software process improvement.

Back to Marty Cagan, who sees companies using scaling frameworks without customer connection and engagement. Are these truly SAFe implementations, or individuals and systems attempting to label and mimic something they don’t understand as Agile, or “Cargo Cult” implementations? In reality, many of these people do not believe or even understand these frameworks or the principles behind them. They are simply driven to implement something that looks like a framework in order to gain conformity or short term rewards for their behavior. To me, this is a symptom of deeper questions about the nature of business cycles:

  • Has SAFe begun an over-expansion period, where total assimilation will cause incorrect and destructive systems to label themselves as SAFe?
  • Will the strategy of making money overtake the core values of SAFe and create a decline in success, as waterfall systems label themselves SAFe or Agile?

And the biggest question of all:

  • Have we as a company taken everything we can from SAFe and removed software issues from driving our marketplace?

I believe we still have work to do and minds to change.

Want to know what the most common anti-pattern in SAFe implementations today?

Written by Scott Green

 

Scott has over 20 years of experience in implementing process improvement within Software Development companies. His foundations in Agile, eXtreme Programming (XP), and Scrum have enabled him to deliver products and solutions for enterprises around the globe.

He began the exploration of the Scaled Agile Framework (SAFe®) and became an SPC in 2014. Scott specializes in integrating Scrum Teams into larger Agile Release Trains that are focused on Value Delivery, organizational OKRs, and KPIs. Scott has led many SAFe Transformations and enjoys helping large-scale enterprises appreciate transformational benefits including; increased speed to market, improved quality products, and higher employee engagement.

 

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Why Do We Need Business Agility?

Posted by Sawyer Conrady on January 3, 2023

Aug 1, 2019

…Because the world is moving too fast not to be Agile!

At the XP 2002 Conference, The Standish Group showcased their study of how often features were used in a typical system. According to the results, features were used “often” or “always” only 20% of the time. 15 years later in 2017, after the software development world had largely embraced incremental delivery methods, the Standish Group conducted the same study again. The result? Still only 20% of features were used “often.” There was little to no significant change.

Standish Feature Studies 2002 & 2017

So why didn’t the percentage increase? What inhibited the growth of using features in a system, despite the increase in Agile delivery methods?

The culprit: The Business.

Today, after almost 20 years of demonstrated success using Agile practices and principles, Business is still not a part of most Agile Transformations. Why? Because businesspeople tend to view Agile as an “IT thing” that does not affect them, and so they continue to come up with unproven ideas, still waiting for that “big-bang go-live.” They do not know how to adapt and pivot as soon as something else becomes more valuable.

With technology enabling disruption at breathtaking speeds (that are not slowing down), Business Agility has become mandatory for survival. To stay relevant, the Business needs to realize the importance of learning and adopting Agile behaviors, with executives trailblazing the way.

On, July 16, 2019, ICON Transformation Coach Susan Strain presented this topic as a featured speaker at the Cincy Deliver Conference in Cincinnati, OH. During the presentation, Susan examined disrupted companies and their disruptors, shared how some of the largest enterprises approach Business Agility today, and offered frameworks to help with Business Agility transformations. We are sharing Susan’s slide show presentation with you here, hoping that you can benefit from the value that it has to offer and discover why we all need Business Agility.

Want to download these slides, plus the speaker notes from Susan’s presentation at the 2019 Cincy Deliver Conference? Click below to access detailed background information, relevant links, and more interesting statistics.

Written by Susan K. Strain

 

Susan is an Agile Transformation Coach who works with clients implementing Agile practices that span the enterprise. She coaches and trains Agile principles and methodologies, including Enterprise Business Agility Strategy, Scrum, Kanban, and the Scaled Agile Framework (SAFe). She has experience with clients in a wide variety of industries including banking, financial, government, hospitality, insurance, investments, manufacturing, military, publishing, and retail.

 

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2019 SAFe® Summit Presentation: Pragmatic Lean Portfolio Management

Posted by Sawyer Conrady on January 3, 2023

Nov 1, 2019

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Interview with a Coach: Virtual SAFe® PI Planning

Posted by Sawyer Conrady on January 3, 2023

Apr 14, 2020

COVID-19 has been an unwelcome catalyst into fully remote teams, but making optimal use of technology to keep in lockstep with business agility is a powerful illustration of the agile mindset. Recently, a large financial services client pivoted in one week to a fully virtual SAFe® PI-Planning event with great success. ICON Coach Gillian Evans acted as Solution Train Engineer, and so we asked her some questions about what to consider in a virtual PI Planning.

First, let’s set the context. How large was the planning and how was it set up?

Gillian: The big room planning consisted of 2 trains made up of 12 Teams, about 180 people. Both trains planned together because, although there were limited interdependencies, we decided ‘big, virtual room planning’ was the optimal approach. We used Microsoft Teams to run planning, present content, chat and communicate. Multiple channels were used to meet and present core conference content, with specialist channels for Scrum of Scrums, and team breakouts. We obtained a separate tool to visualize PI Objectives, Program Board, dependencies and links for presenting draft and final plan reviews. Subject Matter Experts from the business, architects, and delivery managers were pulled into a channel via chat to facilitate or support teams. All channels were published to all participants so anyone could join a channel at any time to participate. Scrum Masters facilitated planning and played scribes, and product owners worked the story decomposition and PI Objectives definition with the teams. This model worked well for collaboration and content capture.

What is the most important tool for a virtual PI Planning?

Use any tool that can visualize the teams’ written PI Objectives, features, and dependencies. It’s crucial that teams get comfortable with the tool of choice beforehand. It’s also prudent to have a backup tool (resort to spreadsheets, smartsheets) in case collaboration tool access is interrupted. Have a plan, and a backup plan so work can continue if the network goes down or tool access is lost. We asked scrum masters to practice using the tools by pre-loading content before the PI event.

What else did you do to prepare?

We ensured the product team handed features to the teams 3 weeks before the PI Planning Event. This is a good practice, whether virtual or not; the teams socialized and familiarized themselves with the content. Pre-populating the content into the tool ahead of time saved time during the PI Planning Event itself for teams to focus on decomposition and dependency mapping.

Two additional readiness Scrum Of Scrums events were added before the PI Planning event. In the first, we discussed the context and content of the virtual planning and what to expect; we also reviewed the agenda which was revised to not only include the topics and times, but also the channels, and backup conference lines in case people lost network connectivity. In the second pre-PI Scrum of Scrums, we made sure all invites had been sent out and went over the checklist of all the technical communication and tool logistics. Everything was set up before the actual event, including teams testing channels for quality and speed. On the day, we launched seamlessly into the channels. Given some overseas groups had challenges with network bandwidth, we abandoned having video as part of the main channel collaboration as mitigation to channels choking on video streaming.

Additional people were added to the event to handle specific issues such as communications or specific tools, and we had 2 or 3 people as a sequential call so if the first person was busy, there were further people who could be called in to help.

Any challenges during the event?

Not really. We had a backup plan, and a backup plan to the backup plan. During the event, some of the teams’ channels dropped or slowed because of network/VPN issues. We had a plan in place for this. If they couldn’t access through the network, then they had a mechanism of sharing a spreadsheet and a phone call bridge and could continue that way until the network came back.

What went well with the virtual event?

Having a full virtual event flattened the playing field. Everyone had a common working agreement of who had the talking stick. There were no problems of people talking over each other and everyone was looking at the same presentation from the same vantage point.

One of the problems with in-person PI Planning is that some people are in the room while others are remote. It’s hard for the remote folks to realize through video the full extent of what the room is doing and experiencing. Remote people often lose context because they can’t hear what some people are saying or see what the people in the room are seeing. A full virtual event yields more value in communication and collaboration than an event that has people both in the room and remote.

What do you prefer—in person PI Planning or virtual PI Planning?

If you can get everyone in a room, you can’t beat that. But how often can you do that these days? There are always some people who are remote. I prefer virtual planning. By everyone doing virtual planning, everyone becomes more accessible. Everyone can hear everyone else and see everything from the same viewpoint. Also, you save money in hotels and travel time.

What are some lessons learned from this virtual PI Planning experience?

SMEs in high demand (e.g. architects, product managers) developed waiting lines for being pulled in to team channels. Having pre-set times when a specialist would come into the team channel (e.g. Product assigning Business Values to PI Objectives) would help with bottlenecks and wait times.

For enterprise organizations with geographically dispersed teams, there is no better, structured framework than SAFe for a seamless pivot to virtual planning.

Need virtual PI Planning or other remote guidance from people who’ve done it before?

Written by Gillian Evans

 

Gillian is an SPC and Agile Transformation Coach. For more than 20 years, she has helped clients improve how customers and stakeholders deliver value through the adoption and sustainment of Lean and Agile values, principles, and practices. Formally trained in multiple Lean/Agile methods, coaching, and change management practices, she works with leaders, teams, and individuals to solve business problems and institutionalize change. In the past few years, her accomplishments include helping multiple organizations adopt SAFe, launching trains and teams, and establishing internal coaching programs.

 

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Do you have the 7 Dimensions of a Great SPC?

Posted by Sawyer Conrady on January 3, 2023

Jul 15, 2019

If you’re a newly minted SAFe Program Consultant (SPC), then congratulations! After all your agile/project/program management experience and diligent studying to pass a difficult exam, you deserve a sense of accomplishment. However, as you may already suspect, your journey has only just begun. To be an effective SPC for years to come, more will be required.

Today’s topic is near and dear to my heart. I’ve had the opportunity to work with and observe several great SPCs during the last five years, and I’ve learned nuances and success patterns for the multifaceted endeavor of becoming a great SPC.

Great SPCs are a special breed of people who are comfortable operating at many levels and in various environments. They have to wear many hats and change those hats from day to day; often multiple times within a given day.

As an SPC, you play a critical leadership role in Scaled Agile Framework® (SAFe®) Transformations, driving the culture change that prepares organizations to succeed and sustain on their own. In this post, I will describe seven dimensions that I believe characterize the greatest of SPCs and offer some guidance to help you become a better Lean-Agile change agent.

 

1. Be Agile

If you’re an SPC, then you are a change agent who combines your technical knowledge of SAFe with an intrinsic motivation to improve a company’s software and systems development processes. The key to this intrinsic motivation? Lean-Agile mindset. The greatest SPCs have a deep understanding of agile principles, allowing them to apply appropriate agile practices as they work with organizations.

For an organization to become agile, it has to start with you. You must be the one to demonstrate Lean-Agile leadership, setting the right example and fostering cultural change. Never forget that agile is more than just processes and practices; it requires a shift in motivation and, in most cases, a new way to accomplish work (note: steer clear of the traditional “Command and Control” way of working!).

Remember The Backwards Brain Bicycle? This video demonstrates just how hard it can be to change your mindset. You might think you and your team(s) have embraced agile principles, but it’s possible that you all have room to grow. Start by reflecting on the Scrum Values: Commitment, Focus, Openness, Respect, and Courage. Also, check out 6 Videos that Reveal the Secrets of Lean-Agile Leadership for deeper understanding of what it means to live by Lean-Agile principles. These videos are easily digestible and even inspiring, giving you further motivation to go out and lead the change!

 

2. Be a Servant Leader

Want a good SPC mantra? Try “serve first.” You’ll find that the greatest SPCs prioritize service over leadership. By serving others, you earn the privilege of leading people that are on transformative journeys.

Coined by Robert K. Greenleaf“Servant Leadership” advocates that the main goal of a leader is to serve. To be a valuable Servant Leader and SPC in a SAFe Transformation, you want to support people in producing measurable outcomes. Start by listening to teams, trains and stakeholders and focusing on their needs. Help ARTs to develop so that they constantly improve and perform at the highest sustainable level.

If you want to be a great SPC, then serve others in your words and actions. Roll up your sleeves and model behaviors for specific roles like Release Train EngineerProduct Owner or Scrum Master. Modeling these roles builds credibility with members of the Train and also allows you to walk in the shoes of those you are trying to serve.

 

3. Be a Value Deliverer

Since the major goal of SAFe is to deliver value (see the SAFe House of Lean on the right), the greatest SPCs focus on the facilitation of value delivery by teams and trains. To be great, you need to constantly be thinking of how to facilitate the delivery of Business Value (i.e., real, measurable products) to the organization that you’re serving.

Be a Value Deliverer

Value is in the eye of the stakeholders. In order to deliver the right kind of value, desired outcomes must be agreed upon as the Agile Release Train (ART) is launched and progresses from Program Increment to Program Increment (PI). Product Management and key stakeholders should see a track record of results produced by each ART that aligns to their priorities.

Through coaching, training and mentorship, you can help facilitate true value delivery. Gently guide your ARTs to the realization that the SAFe principles and practices are designed to support more efficient and predictable value delivery with higher built-in quality.

 

4. Be a Teacher/Trainer

Some SPCs specialize in teaching or training other Agilists. Some SPCs alternate between delivery and teaching, depending on the needs of the ARTs. Regardless of who, how much, or how often you teach, prepare yourself to be the most versatile teacher you can be.

The greatest SPCs can instruct and inspire Lean-Agile leaders, RTEs, SMs, PM/POs, development team members, executives, stakeholders, and novices. Stay ahead by keeping current on the latest release of the Framework and enable yourself to teach the courses that are needed by the ARTs that your serve.

Part of the privilege of being an SPC is that you have an abundance of learning resources from Scaled Agile. You can complete Course Delivery Enablement (CDE) online and pass an exam that allows you to teach the course. However, if you’re feeling some uncertainty about the subject matter, I suggest taking a public course and getting certified that way. Watching another deeply experienced SPC or SPCT teach can be an amazing learning experience—you can hear real world examples, gather stories, network, and pick up a teaching trick or two.

Want some immediate pointers on how to be a better SAFe teacher? Check out 10 Teaching Tips for Your First SAFe Classes by Randy Smith and Scott Green. These suggestions are like a checklist to help you prepare for any of your upcoming SAFe classes.

Teaching Agile practices is important for SPCs, but remember that the greatest SPCs ensure that the principles supporting the practices are valued more. This should be emphasized directly and indirectly as you teach and coach.

 

5. Be a Coach

To be a great SPC and coach, you must model the behavior that you expect teams to adopt. Sure, coaching is about motivating and guiding your teams, but the coaching role expands far beyond that. According to Lyssa Adkins, “Agile coaching is more about who you are and what behaviors you model than it is about any specific technique or idea you bring to the team.” She provides the following rough estimate: “…agile coaching is 40% doing and 60% being.”

John Thompson or Charlie Brown

As a Coach, your and your teams’ success depends on HOW you coach. According to Daniel Goleman, author of the best-selling book Emotional Intelligence, self-awareness, self-regulation, motivation, empathy, and social skills distinguish truly effective leaders. Even if the SAFe practices and processes are done right by your teams and Trains, if you fail to drive emotions in the right direction, then nothing will work as well as it could. So brush up on your emotional intelligence! Show that you’re aware of your behavior, avoid being an autocrat, and demonstrate humor and positivity. This will cause you and those around you to excel.

If you are a great coach, then your role as an SPC will most likely expand over time. You may be asked to provide advice to other SPCs or members of current and/or future ARTs. Prepare yourself to share leading practices and respond to questions regarding the “best” way to do something. Also be prepared to respond to challenges to the framework, with questioners seeking to optimize local results without considering the impact to the larger system.

 

6. Be a Public Speaker

Being a great SPC calls for a great deal of public speaking! You will likely be called on to lead group discussions, facilitate PI Planning events, educate senior leaders, and present at meet-ups or gatherings. If you haven’t already, then it’s a good idea to sharpen those communication skills.

If public speaking does not come naturally to you (and it doesn’t with most), then seize opportunities to practice by participating in a public speaking group or your local Toastmasters club. Toastmasters has helped many great SPCs build confidence. As you practice in front of a supportive group and gather constructive feedback, you will develop influential public speaking and leadership skills.

Also remember that public speaking is about more than sounding convincing and smart. It’s also about bringing social awareness to the table—can you read a room? Are you empathetic towards those you are interacting with? You are trying to build trust and connection with those you work with, so constant communication, transparency, and openness are required.

 

7. Be a Lifelong Learner

The Scaled Agile Framework is constantly evolving. As a practitioner, you must also evolve, not just learning about the latest SAFe updates, but also taking on challenges and sharing resolutions with others who may be on similar journeys.

The greatest SPCs stock their physical and electronic bookshelves with the works of Dean LeffingwellDon ReinertsenGene KimLyssa Adkins and others. If you’re looking to stay current, check out Scaled Agile’s Recommended Reading List. This (evolving!) list of 10 books are considered to be the most relevant and important to SAFe’s underlying principles and values. As the pace of change quickens, the pace of our personal evolution must also accelerate, and these works enable us to expand our minds and prepare for future challenges.

Be a Lifelong Learner

As Agile organizations mature, previously advanced topics like Lean Portfolio ManagementDevOps and Business Agility have become the water-cooler talk of today. You will need to know these concepts as you continue to embrace a Lean-Agile mindset and as you teach, train, and coach others.

 

Conclusion

As you may have gathered while reading this article, the seven dimensions are not mutually exclusive—each overlaps and builds on the others. As you improve your skills in one dimension, you are likely to improve your skills in another. While this makes it easier to become a great SPC, keep in mind that very few SPCs have arrived at the pinnacle of all of these dimensions. In true SAFe fashion, we must all practice continuous reflection and relentless improvement.

Are you an SPC with proven experience leading and transforming large groups of people? You may have what it takes to be an ICON Coach.

Written by John H. Thompson

 

John is a results-oriented, MBA-trained business management leader with 20+ years of business, consulting, and Agile Coaching experience. He has been an SPC since 2015 (SA since 2014) and has employed SAFe to coach Executives, Program Leadership, Scrum Masters, Product Management, and diverse technical teams, helping them make the transformational change from traditional waterfall-oriented approaches to Agile and SAFe delivery practices and principles. His efforts have resulted in improved program alignment, a higher velocity of work delivered, and quicker responses to customer requests. His broad skills were gained through sound Fortune 100/500 industry experience and delivering multi-million dollar Enterprise Performance Management (EPM) and Business Intelligence solutions. He has balanced experience in coaching, consulting, program/project management, and systems development and has also co-authored several Agile Boot Camp courses.

 

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The Synergistic Nature of PI Objectives

Posted by Sawyer Conrady on January 3, 2023

Apr 17, 2019

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2020 SAFe® Summit Presentation: Strategy to Execution – Business Owners are the Key

Posted by Sawyer Conrady on January 3, 2023

Nov 24, 2020

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5 Little Changes that Make a Big Difference in your SAFe® Transformation

Posted by Sawyer Conrady on January 3, 2023

Jun 3, 2019

A colleague suggested I write this article, and I quickly agreed, thinking to myself, “No sweat! There are so many little things that can make a big difference. I can type this out in no time.”

Now pause. Go back and review that last thought. Do you see a flaw in my logic here? “There are so many little thingsI can type this out in no time.” Did I really think a long list of things would make this task any easier? That it would make the writing process fly by?

It took me three weeks to write this article. The fact that there are so many small changes that can have a huge impact on a SAFe® Transformation made my heart beat a little faster every time I thought about it. I kept putting my thoughts down and picking them up again, and the list kept growing and growing.

Isn’t this similar to any organizational transformation (or any large initiative, for that matter)? Every good idea gets added onto the transformation until you aren’t sure where to start or end. Ideas grow and take on lives of their own, spawning more ideas. The resulting list can become overwhelming, potentially frightening those involved and even driving them to resist.

Fortunately, the solution to my problem and the organizational transformation problem above are the same: put on your Product Thinking Cap and prioritize ruthlessly, coming up with a short, doable list of the most important things that can make the greatest impact. Your list doesn’t have to be perfect or comprehensive, but as you focus on small efforts with the biggest impact, you will begin to move forward in the right direction.

Below are my Top 5 suggestions for little changes that will make a big difference in your SAFe Transformation. It’s my belief that these practices go a long way to energize all Agile Transformations at any level, from team adoption to global enterprise transformation. There are nuances, but the principles remain the same.

 

1. Emphasize Mindset over Toolset

There’s a reason why the Scaled Agile Framework® (SAFe) training classes emphasize Values and Principles at the very beginning. They describe a mindset that is essential to scaling agility within an enterprise environment. Without the right Lean-Agile Mindset, a SAFe Transformation is often ineffective, despite all the great tools included. As I often say, “The mindset fuels the toolset!”

What is the difference between a toolset and a mindset? A toolset is a toolbox of practices that can be used to implement a solution. ScrumKanbanXP, and SAFe are all frameworks and/or collections of practices that can be pulled out of an Agile toolbox. A mindset is your understanding; the key to knowing which is the right tool for the job. I can use a screwdriver to beat a nail into a piece of wood, but it takes understanding to know I’d be better off using a hammer.

Mindset vs Toolset

Just like carpenters who apprentice under a master gain an accelerated understanding of woodworking, SAFe Teams and Senior Leaders who train with a deeply experienced coach gain an accelerated understanding of SAFe. As a SAFe Program Consultant (SPC) and Agile coach, I train people on how to use various toolsets, but more importantly, I help others to develop the Lean-Agile Mindset, which isn’t immediately intuitive and often doesn’t become real until several iterations into the application of a new framework. As teachable moments materialize, I look for opportunities to tie values or principles to the problem being solved, reinforcing Lean-Agile thinking.

So often, people want to do Agile without being Agile. In essence, they want to implement the practices without changing the way they think. Someone will ask how to do something (usually in an email, text, or IM) without context for the problem being solved. Typically, a quick response without a conversation can create more harm than good. Context and understanding are critical when using any of the tools in the Agile toolbox.

If your organization can’t embrace the Lean-Agile Mindset, then you will not have a sustainable SAFe Transformation. Remember—the mindset fuels the toolset! There’s a saying in the martial arts: Learn the way, then make your own way. Once the new way of working transforms how you think and becomes part of you, only then can you truly start to walk down the path of Agility.

 

2. Model Agility – Be Agile as You Do Agile

When leading a SAFe Transformation, it’s so important that your behavior models the values and principles found in the Agile Manifesto and SAFe. Start by leading yourself first. For example, if you want to encourage others to be fearless, then act fearless, choosing to be motivated by joy and enduring hardship without losing your cool. If you want to encourage collaboration, then collaborate rather than dictate.

Collaboration

Try not to fall into Command and Control Management, the traditional “do as I say and not as I do” style of leadership that creates fear, confusion and inhibits transparency. This approach discourages the self-organization necessary for SAFe and other Agile frameworks.

There are times in a transformation where it is appropriate to take a prescriptive approach (see SAFe Principle #9), but the goal is to move toward a facilitator role and become a Servant-Leader. Maximize the capabilities of your team by empowering them. Ask thought-provoking questions and provide goals without giving directions. By allowing your teams to think and act for themselves, they will develop their own leadership skills.

An impactful SAFe transformation leader understands that Agility is a journey and not a destination. You and your team may find yourself slipping into the comfortable old ways of Command and Control and order-taking. Rather than becoming discouraged, reinvigorate your Lean-Agile Mindset by acknowledging what happened, and then demonstrate relentless self-improvement by retrospecting how you will act in the future. As you do, you will be able to respectfully pull others back onto the path of Agility. Doesn’t this sound like a healthier approach than the fruitless criticism of a person’s inability to transform?

 

3. Define the Minimum Viable Transformation (MVT)

If you are a leader modeling Agility, then you are value-focused and seeking to minimize the amount of work not done, especially with respect to the Transformation itself. If that’s the case, doesn’t it make sense to describe what the Minimum Viable Transformation (MVT) looks like?

In some cases, launching a train and walking through a Program Increment (PI) might be enough. In other instances, mentoring over a longer period may be necessary to achieve the desired goal. First you have to ask yourself, “What are the goals or desired outcomes of this transformation?” Doing without understanding is NOT the behavior of a Lean-Agilist, so defining an MVP and hypothesizing benefits should be part of your transformation. The decision to persevere or pivot should be evaluated throughout the transformation and as understanding grows, a new MVT may be established.

 

4. Engage Leadership; Don’t Just Inform Them

As you move the down path of transformation, having described an MVT and hypothesized benefits, who can validate that you are going down the right path? And if the MVT changes or your hypotheses produce unexpected results, then who can make the decision to either persevere or pivot?

Business leaders often expect they can step out of the way once they’ve engaged someone to lead an organizational change, but expectations for their role need to be made early and repeatedly in a SAFe Transformation. They can’t simply be informed of the progress; they need to understand how their role plays a critical part in the organizational change.

Leadership requests and behaviors can either reinforce or weaken transformation efforts. For example, holding individuals accountable rather than teams will lead to command and control behaviors and other anti-patterns. This is especially true when holding individuals accountable for metrics.

Metrics are neither goals, nor accomplishments. As the Agile Manifesto eloquently states, working software is our primary measure of success. Metrics can be gamed and used to cloud the real issues, or they can shed light on how to help and improve teams. Encourage your leaders to find the context for those metrics. If leadership places an emphasis on metrics themselves, their well-intentioned workers will put in the effort to have the best possible metrics. But if leaders emphasize delivery of quality software in their participation at System Demos and PI Planning events, then guess where people will focus their efforts?

The importance of good leadership in a SAFe Transformation can’t be emphasized enough. If leaders model Agility by participating and collaborating across functional areas, then their behavior will be a powerful force for the change they want to see. If they fail to model Agility and don’t motivate their teams, then the Transformation is likely to stagnate.

 

5. Organize for Success

So much can be said about how to organize for success, and yet the specifics are unique for every transformation. How do you know where to start? For many companies, this means bringing in an experienced external coach who will walk through the transition with you, helping you define what success looks like and how to measure it along the way. He or she will know what questions to ask, such as:

Organize for success
  • To what extent can teams be collocated?
  • Do you have the right people in the right roles?
  • As the team and program ceremonies are implemented, can other redundant meetings be removed?
  • Do the budgeting and portfolio management support the new way of working, or are they set up to create tension?
  • Are Agile Release Trains (ARTs) aligned along Value Streams or are they siloed along technology stacks?
  • Do teams and Trains know how they will respond to unplanned work requests?
  • Have expectations been set with Business Partners so they know how to interact with the new working model?

An external coach (or two) can help you find answers to these questions and navigate the change. And while external coaches are certainly an enabling factor to any successful SAFe transformation, at some point, they need to remove themselves from the client’s site. The goal of any good coach is not to become a permanent fixture, but to make necessary adjustments and get out of the way. An experienced consultant energizes both internal coaches and senior leaders to renew the Lean-Agile Mindset and model agility, thereby creating a sustainable transformation that lasts long after that coach leaves the client site. In other words, they help with these 5 little activities that make a big difference in your SAFe Transformation.

How well are you doing the little things that make a big difference in your SAFe Transformation? Check in with this 10 Question Survey, which shows you how well you’re doing and offers solutions based on how you score.

Written by Mitch Malloy

 

Mitchell “Mitch” Malloy has 25+ years in the software industry. As a Coach and Mentor for 10+ years, he keeps a focus on value, an eye for excellence, and a passion for people. Since the 1990s, Mitch practiced Agile techniques while growing in his own Agile journey. He has led and participated in numerous Agile Transformations for companies of all sizes, where he has mentored others in Agile values, principles, and techniques.

 

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2020 SAFe Summit Lean Coffee with Dean Leffingwell

Posted by Sawyer Conrady on January 3, 2023

Nov 3, 2020

In this short, interactive Lean Coffee with Dean Leffingwell, the creator and co-founder of the Scaled Agile Framework® (SAFe), Dean presents his excellent musings and chalk-talk answers on the following topics:

  • Critical Success Factors for a Lean-Agile Center of Excellence and Roadmap for Organizational Agility
  • Roadmap for SAFe 6.0
  • The Do’s and Don’ts when implementing Lean Portfolio Management

This conversation was facilitated by Kathy Marshak, Principal Transformation Consultant, SAFe Fellow and SPCT for ICON.

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The Essence of Servant Leadership

Posted by Sawyer Conrady on January 3, 2023

Nov 4, 2020

In his book Good to Great, Jim Collins studies what differentiates great companies from good companies. The answer? Great leadership.

I’m not surprised. Not only did I spend 15 years in the world’s greatest leadership laboratory (the U.S. military), but I have also worked for some fantastic people whose leadership had obvious positive impacts on their organizations. So what did I learn over the course of 30-odd years while working with some amazing leaders? It’s simple—leadership matters, especially servant leadership. Servant leaders put the needs of others first to meet the collective goals of the company. Without great (or at least good) servant leadership, organizations fail.

You may be thinking, “There are companies out there with pretty poor and absent leadership. How the heck are they still around?” That’s a great question. These companies may be around for a little while, but ultimately will run into an unforgiving brick wall. Don’t take it from me. Even a casual review of authoritative writing will quickly establish that great leadership is key for organizations to succeed and thrive.

As I help companies in their agile transformations, I get to see leadership (or the lack thereof) up close. There is a significant difference between leadership being present vs. absent. Organizations with involved servant leaders are the ones who successfully transform themselves into Lean-Agile organizations. As leaders put the needs of their employees first, people start to love their work and in turn drive tons of value for customers.

An example of great servant leadership

I’m going to share the story of the first time I experienced great servant leadership. It happened around 2 in the morning. I was a young Air Force airman in the middle of a stressful Operational Readiness (“OR”) exercise, in which our entire Air Force air wing had to prove it was able to perform its primary mission in the event of war. We had flunked our previous OR, and it sucked. Full colonels had been fired, and the new leadership had ratcheted up our work hours, the intensity, and anything else that stressed us out.

Everyone up and down the rank structure was on edge. We were cautious, risk-averse, and did everything by the book because inspectors were evaluating us. We were always under pressure to perform, not to mention we were in a situation where several colonels could mess up and all of us would pay the price.

Anyway, it was 2 AM in the Life Support shop where I was working, and we were having a heck of a time getting our trucks to deliver survival equipment to airplanes about to launch. Security personnel on the flight line were understandably nervous about having even a minor security incident, so they checked and double-checked everything. They got so backed up that it became impossible for people to access the flight line, including people who were well-known and normally had easy access.

Personal recognition is a valid way to identify someone as being authorized. Even though the security personnel knew some of us well, they ignored this fact and still went by the book, checking our credentials and each truck up and down. What should have been quick deliveries turned into late ones. There was a lot of unnecessary waste in this process. Security still could’ve been highly secure by smartly applying when to be precise and when to be somewhat accommodating.

Everyone became stressed and angry. Even though we busted our butts, we would likely end up with a poor rating because we couldn’t get the equipment to the airplanes. We were in the shop lamenting our woes, when Colonel B, our Director of Operations, strolled in. After the wing commander, Colonel B was the most important decision maker in our wing. He was intimidating, with a reputation of being impatient with people who didn’t know their stuff. All of us nervously stood at attention. (You may not know this, but for a low ranking enlisted guy like me, a “full colonel” was a big deal, someone only a few degrees removed from God. So us low ranking peons were really nervous.)

Colonel B, however, was jovial and curious. He looked at us and said, “You know who I am and what I can do. So tell me right now—what I can do to make your lives easier? How can I help you do better on this exercise?”

We were flabbergasted and didn’t know what to say. Thankfully, one of our NCOs mustered the courage to speak up about the trouble we’d been having with security on the flight line. Colonel B pulled out his brick (radio), talked to his counterpart in charge of security, exchanged some pleasantries and then quickly got down to business. “We have some issues with your guys on the flight line. Can you help me fix them?”

And just like that, an intractable impediment instantly dissolved. The number two guy in our wing drove around all night, using his rank and stature to quickly resolve issues none of us had the power to solve. He did not bark out orders. Instead, he listened to what his people had to say and used their knowledge to make informed decisions.

What can we learn from a great servant leader?

This may seem like a simplistic example, but it was servant leadership at its finest. Rather than asking for updates and status reports, Colonel B was present and with us “in the trenches.” He removed obstacles to empower low ranking people like me to do our jobs. His actions became the stuff of legends. “Remember when Colonel B showed up at 2 AM? We should have asked for so much more!”

What can we learn from a great servant leader?

A great servant leader is there through all the BS so you can remain focused on what you’re good at. Furthermore, they trust you to do your job to the best of your ability. This trust, in turn, motivates you to be your best and excel. When a hard-charging leader has your back, it’s easier to take risks, to step out of your comfort zone and try new things. It’s how innovation happens.

A great servant leader isn’t necessarily your buddy, just ask the people who worked for Steve Jobs. But they show up when it counts and work with you. They have high standards and may expect you to work hard, but they’re also fair and realistic. A great leader practices Gemba, walking around and meeting people where they work.

A leader who says things like “I don’t care, just get it done,” leaves you with a bad taste in your mouth because they’re unfair and unhelpful. When I became an officer, I wanted to prepare myself to surpass mediocrity and grow into a great servant leader. The lesson I learned from Colonel B at 2 AM left an indelible impression on me; I try to emulate his behavior. That’s the other thing about great leaders—they leave a lasting impression; one you want to emulate so that you might also become a great leader, not for the people you lead, but for the people who choose to follow you and that you, in turn, serve to the best of your abilities.

Written by Rodger Koopman

 

With over 30 years in technology, Rodger started his career as an Air Force officer developing weapons guidance systems and global terrestrial & satellite networks, working strategically in counter-terrorism at the joint DoD level. After retiring from the Air Force, Rodger was an early employee in two successful start-ups and a key participant in five mergers & acquisitions. When Itron acquired Rodger’s first startup, he was tasked by Itron’s CEO to move to Raleigh, NC to lead and re-organize Itron’s R&D office. Rodger has led numerous successful implementations of highly effective Agile practices and automated DevOps pipelines in both startups and multiple Fortune 100 companies. Now an Enterprise Coach, Rodger is a certified SAFe 4.6 Program & DevOps Consultant (SPC, SPD) and certified AgilityHealth Facilitator.

 

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