Categorías: Todo - schedule - productivity - teams - scope

por Alex Ostreiko hace 1 mes

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Agile & Lean

Lean and Agile methodologies emphasize productivity and quality, with a focus on flexibility and iterative progress. The Iron Triangle, or triple constraint, highlights the balance between cost, scope, and schedule in project management.

Agile & Lean

Lean and Agile

Techniques

Agile approaches are not new
enough treating these methods as something new

there is no reason to cling to management practices of the industrial age

there are a number of social advances and scientific discoveries made that aren't very compatible with those old ideas about organization of labour

implmented by Taichi Ohno in 1953

70 years ago

when was Scrum created?

1985

almost 40 years ago

OGSM
users

Procter & gamble

Coca-cola

developed in Japan in 1950s
based on Peter Drucker's Management by Objectives
measures
strategies
The Ss
5S

Sustain

Sift

3S

Standardize

Sort

Sweep

advanced agile practices that seem simple

can be used as weapons

get rid of all sharp knives until mature

Variable length Sprints
Continuous Delivery

flow based model

Kanban has fewer rules

whole organization has to be aligned

Count stories instead of story points

slicing heuristics

no subtasks
Trunk Based Development
Reading List
SAFe reading list

The Rollout: A Novel about Leadership and Building a Lean-Agile Enterprise with SAFe by Alex Yakyma

Leading Change by John P. Kotter

The Five Dysfunctions of a Team by Patrick Lencioni

Out of Crisis by W. Edwards Deming

The Goal by Eliyahu Goldratt

Lean Product and Process Development by Allen Ward and Durward Sobek II

The Lean Machine by Dantar Oosterwal

Principles of Product Development Flow by Don Reinertsen

Speed of Trust by Stephen Covey

illustration

Integrity

Intent

Capabilities

Results

author of The 7 Habits of Highly Effective People

Managing Transitions by William Bridges

Ron Jeffries, Nature of Software Development

Lean Thinking by James P. Womack,‎ Daniel T. Jones

Turn the ship around by David Marquet

135 captains on the same ship

nuclear submarine captain doesn't need to give orders

Start with Why: How Great Leaders Inspire Everyone to Take Action

Value Stream Mapping: How to Visualize Work and Align Leadership for Organizational Transformation

SAFe 4.0 Distilled: Applying the Scaled Agile Framework for Lean Software and Systems Engineering

The Rollout: A Novel about Leadership and Building a Lean-Agile Enterprise with SAFe®

The Ancient Origins of Consciousness by Todd Feinberg and Jon Mallatt

Jon Mallatt on Brain Science podcast

Liftoff

12 rules for life: how to overcome chaos

breaking open the head

cosmic serpent

The Fruit, the Tree, and the Serpent by Lynne Isbell

Altered Traits by Daniel Goleman

George Lakoff - Living in Metaphors (sp)

Joy Inc

coaching Agile teams by Lyssa Adkins

turn the ship around

are your lights on

art of problem solving

communication gaps

on becoming a counselor

Agile Adoption Mistakes You Must Avoid By Faisal Mahmood

Facts and Fallacies of Software Engineering

lean Hospitals

recommended readings

Product Ownership

by Bob Galen

Scrum Mastery by Jeff Patton

devops handbook product mastery and product development flow

Product Mastery

Product Samourai

Deadline by Tom DeMarco

5 dysfunctions of a team

Software Endgames: Eliminating Defects, Controlling Change, and the Countdown To On-Time Delivery by Robert Galen

how buildings learn by Stewart Brand

Competing on Internet Time

behaviour vs tools

we sometimes remove good tools because they are being misused

Kissflow
Technology roadmap software

how is it similar to

Milestone Schedule

Backlog

Statement of Scope

SOW

WBS

Jama?

they are simple and static enough to build them manually

tech roadmap vs product roadmap

what about culture?

Portfolio for Jira

aha.io

in Atlassian store

Mockups for prototyping

The Responsive Manifesto

The Responsive Method

similarity with the Laloux Model

stackoverflow

reddit

deployment

Dockerizing Jenkins: Deployment with Maven & JFrog Artifactory

jenkins + maven in docker

jenkins + maven also in docker

Jira

Jira Workflow

the setup

keep simple

draft on whiteboard

Use Workflow Designer after

involve everyone who will be affected

components

Resolutions

why an issue transitioned

e.g. retired/lost/completed/damaged

issue can change hands, become unassigned

who

Transitions

Properties

Assignees

Post Functions

Validators

Conditions

workflow permissions

e.g. only reviewer can change status

how issue moves from status to status

Statuses

may reccur

where

resolved/unresolved

Workflow Diagram

statuses and transitions that a status goes through

multiple teams in Jira

parallel sprints

multiple boards with their own sprints looking at the same project

distinguish issues by components or labels

Use components/labels & filters to distinguish between teams

Great Gadgets Add-on

charts are based on issue filters

Structure Add-On

Smart Checklist

Custom Fields

Results not visible in new popup style issue view

another ticket

No mandatory items

Some limitations

Manual config

Checklist Tracker

Checklist grouping by activity

Attach Checklists

tasks/subtasks

More Detailed

Issue Checklist

Search by checklist status

Checklist grouping into categories

Templates, default checklists

Server only

Checklist for Jira

Mandatory items

Templates

Communication

we want to use the tool to get the job done easier, not as a monitoring tool for the customer

cards in Trello are useful for the team/person who are using it, it's not a reporting tool

usually it's too complex or incompatible

developers have access to customer, not customer accessing developers

checklist manifesto

PO moves the card/changes the status

testability

DoDs for

release

sprint

story

task

"pause point"

at tn LRM?

decision point

in surgical ward it's before entering (where the check happens)

the "done" depends on the business

e.g. wash hands in healthcare or bus driver

connection to business

DoDs evolve

when behaviour becomes internalized we focus on the new behaviour

cannot be imposed

must understand why

common understanding improves flow

reduced variability

acceptance criteria that are common for all User Stories

abstract away the same things to not repeat yourself

DRY

code normalization

Fowler?

code reuse

immutable code

Unit Tests Tell You When You're Done
everyone agrees on a foundation
checklist for washing your hands

agreement amongst doctors

4 Rules of Simple Design

Fewest elements

You Aren't Gonna Need It

No duplication

Reveals intention

Passes the tests

Chris Sterling on definition of done
Meetings
Postmortem

Extended Dreyfus model for Incident Lifecycles

refer actions for further work

evaluate corrective actions

okay to decide that more work needed

brainstorm corrective actions

potentially vote

review list of contributing causes

brainstorm contributing causes

systemic

not investing in reliability

under-training

GitLab

understaffing

ETTO

Efficiency-Thoroughness Trade-Off Principle

Second Story

details and systemic factors that led to the situation being possible

First Story

simple cause and effect

What hindered resolution?

TTR

What hindered diagnosis?

What hindered detection?

TTD

look at communication

How did it happen?

What about the system that let this issue being possible?

dig deeper

discuss what went well

items

Did our safety measures prevent the issue from being worse?

How did responders figure out what was wrong, and remediate it?

Were processes followed?

Was everything tested according to procedure?

Was detection timely?

mention that

things go right the vast majority of the time

we do have a well managed system

now how do we build on our strenghts?

How are we already monitoring, responding, anticipating, and learning?

During the incident, and the events leading up to it, how did we actively create and sustain success?

What aspects of our system and teams contributed to our success here?

what are your positive expectations from this meeting?

incomplete section: dev team

contributing factors

interrupted work incurred

Hardbeets

thought it would be easier to write our own regex than to find it in the code

GitLab is tough to navigate

enterprise version has elastic search

can we just grep a monorepo?

facilitator or the Incident Commander from the incident

"to shepard the document"

Root Cause is a myth

say "contributing factor" instead

Swiss Cheese model

when holes line up there is an opportunity for failure to slip through

layers of the system are slices of Swiss Cheese

image

attribution to a single root cause is fundamentally wrong

incidents in a complex system require multiple failures

How Complex Systems Fail

paper by Dr Cooke

ask for descriptions of what people experienced, not explanations of what they did

focus on how, not why

Safety 2

it is more useful to focus on why things go right than on why things go wrong

there is no clear division between the system working and being broken

there is just normal functioning where some things go as expected, and others don't

Safety 1

combine this with Safety 2

assumption that systems are safe unless something or someone breaks something

is wrong

in reality, errors are a routine part of any complex system

the goal

build a system that is better able to respond, monitor, learn, and anticipate

more than just trying to stop errors

build in positive attributes that actively create resilience

use the opportunity to learn how the system really works

after realizing that it acts differently from our expectations

increase the system's and the teams' resilience

not to fix something, but to learn

incidents aren't unusual

multiple actors making decisions that are entirely rational, which they judge to be safe

it's the interactions between the people and the technology

that form the overall system that we are investigating

actions during the incident are part of our normal functioning

present elsewhere

complex systems have various failures from time to time

Incident Retrospective

if you are not using a camera

turn on cameras

David Farmer

I am asking people, if they can, to switch on their camera. If they prefer not to, or if they are busy, that's fine.

but with this kind of session, it's always really good to see people and to interact

you need to be more expressive because people can't see your face

say more about what you think and/or turn on the camera

DevOps Chapter topics

Identify Protect Detect Respond Recover

DevOps/architecture

epics

roadmaps

intertwining with product roadmap

architecture stories

3 ways

Culture of Continual Experimentation and Learning

Amplify Feedback Loops

System Thinking

Shift left

DevOps chapter at the Dude

on each board

cards different colour

what are our challenges?

admin

chat, Jira, etc

areas

Experimentation

Collaboration

Enhance productivity

Process

deliver value

increase efficiency

eliminate waste

People

collaborate, align

detailed

Deploy & Debug

Monitor & Test

Branch & Deploy

Build & Version

Code & Commit

Similar infrastructure

consider the whole organization when implementing procedures

Goals

CI/CD

Agility Chapter

summary

what is agility

get products out faster, and get feedback

categorization

McKinsey

Shared Values

Structure

Staff

Strategy

Skills

Style

environment

teams

individuals

leading agile

systems

practices

generate ideas

Human systems agility & Business agility

Integral Agile Transformation Framework

teams that can coordinate and deliver predictably enough for the organization to be able to make commitments to the clients

enough to meet a release-level commitment

do no harm

get people to take classes on Nexus or another framework

agile

celebrating failure buiylds trust and safety

pairing builds empathy

shared understanding

retros

mindset

startup

emergent behaviour

x-team

everybody locally optimizes

Why Agile works

sustainable pace

origins

deliver code

in changing reqs

fast

integral

Sprint Review

ask PO if there are repercussions for tasks not delivered

on a scale from 1-10, how would you rate this Sprint?

we celebrate successful delivery

Sprint Review anti-patterns

Sprint Review Template

Have a rotating presenter

the demo is by the team, not individual developers

Get Feedback

Share Progress

Closure Event for Timebox

MIT Media Lab

pre "official" Scrum

demo or die

why we do planning

we are going into the future on our own terms

who sets the schedule?

our predictability, our say/do ratio represents our ability to work with other teams

and we can always do a little better

we can do more together than alone

if something it not working we try differently

this is learning, and it requires planning

teams coordinate their activities, which requires planning

as long as we have an outcome in mind we need a plan

if you have two people, and one is visualizing an outcome, and the other is not

who's more likely to achieve the desired outcome?

must be proactive

it's in attitude

or, are we going to passively stumble into, or let things happen to us?

we have a goal: we want to improve, we want to be an excellent, high performing team

are we actively trying to shape our future?

do we have a future state in mind

don't wait to react

we know some things will happen

don't be unprepared for something that you could be

that's the credibility

we can prepare for those

we can be skillful

we can shine

we need to be predictable and reliable

we set the expectations for the other teams

we are an integral part in a larger system

other teams must be able to count on us

give shape to the shapeless

what are you seeing there in the fog in the next two weeks?

go from the chaotic domain to complicated

we need to move away from the culture of being passive receivers of work/tasks

Impact Mapping

PO Key skills

Guidelines

when User Stories are high level, the team has more flexibility in identifying tasks

percentage of tasks identified

identify 2/3 of tasks

planning poker

possible, but not advised to play with a part of the team

estimates usually converge by the second round

rarely > 3

high and low estimators should share their reasons

Team's definition of Ready

Testable

Small

Estimable

Valuable

Negotiable

Independent

Meeting Dynamics

debrief at the end of a meeting

leader (team) can only break ties when everyone had weighed in

disagree and commit

if people don't weigh in, they don't buy in

Patrick Lencioni

exercise: silence as disagreement

participatory decision making

formal commitment to resolutions

"No" is the gateway to yes

counterfeit "Yes"

structural dynamics of dialogue "stuckness"

may be passive-aggressive

response to a persion who cares too much about themselves

David Kantor's Structural Dynamics

ask you to lean in to being

open, respectful, etc.

anyone not on board with that

ice-breakers

acknowledge others

have everyone list the desired team characteristics

good communicator

productive

kudos

add to 4Ls?

why are we here?

share a story or an idea why this work is important

mystery game

anonymously write down something personal about yourself

the team guesses who it is

I did figure skating when I was a kid

knowing each other doesn't mean there is a strong connection

anonymously pick a photograph online that describes, for example, what you did last weekend

then have the team guess who sent what picture

a bit like werewolf because the person who sent the picture would have to pretend

2 truths and a lie

also Retro

define acceptance criteria for what makes a good meeting

post-meeting evaluation

follow-up plans

detailed minutes

periodic process checks

effective member behaviours

clarity about decision-making options

delegation board?

set of group norms

minute taker

timekeeper

chairperson

facilitator

process notes

tools and techniques

agenda

7 types of meeting goals

do not mix types

overall goal vs meeting goal

Provide Input

Make Decisions

what decision rule will we use?

Build Capacity

Build Community

Improve Communication

Advance the Thinking

Identify Critical Success Factors (CSFs)

Evaluate options

Sort a list of ideas into themes

Identify underlying patterns

Analyze a problem

Define a problem

Share Information

note

dynamics of presenter and audience are "numbing"

use quick conversations in pairs to help digest

Law of Mobility

it is your responsibility to remove yourself from a meeting if you are not benefiting and not contributing

your time is valuable

meeting components

initiate action

analyze results

generate confidence

anticipate change

Questions

How should the next meeting be different?

Whom do I need to make follow-up meetings with?

How will this change the way I work?

Hopefully it will, otherwise this isn't useful

I don't know, but this is a great opportunity to make improvements

outcomes (deliverables)

heart

hands

head

Power Start

Engagement

WIIFM

Outcome

IDOARRT

Time

Rules

Roles

Desired Outcome(s)

Intention

meeting design tool

Daily Standup

natural flow

what obstacles were you able to remove since the last check-in?

what are the obstacles?

who can help with that?

format helps inspect/adapt & planning

Dunbar number leads to ~2.5 minutes for the right size team

but the point is that the 2.5 minutes is an observation that HP teams arrive at this

it is common for PO to update priorities before the meeting starts

announcements also go there

e.g. if there is a new P1 or a SEV or some other constraint

SM

suggestions to the team

pain points

move Jira cards

be an example to each other

try out parking lot

write topic on whiteboard to be discussed after

use whiteboard that Team can see to accentuate aspects, one at a time

develop culture that what you said yesterday matters

it's a planning tool that shows Team where it is going, and letting it make course corrections

each person picks who goes next instead of just the next person

you are always next

standup poker

at end of standup

rate likelihood of achieving Sprint Goal

Objectives

create continuity

each person's report is not a static snapshot, it's a vector with direction

forecast completions, avoid vagueness

small version of the inspect/adapt loop that is sprint

besides whether it helps reach SG, the angle should be towards getting the most impact

Benefits

basic cadence for inspect/adapt cycles

routine is the foundation for higher level work

morning standup is a retrospective & review in one

reasons to have standups

being a team

dynamic necessary for DDOs

seeing how a combined effort could

discover/convert an unknown into a known

spreading and sharing and maintaining common values

identifying common goals

we work very closely together, and our paths cross many times every day

better understanding of daily rhythm and life of the company

a sync would open up a dimension (order of magnitude) of possibilities

knowing what each person is up to today would help everyone in the course of the day

Product Backlog Refinement

Refinement

specification by example

top down vs bottom up requirements elicitiation

requirements spoilage

intro with

pre-populate plan for next Sprint

refine User Stories

easier to do relative estimation

relative weight

parking lots

easier to estimate size of smaller items

e.g. car vs building

add new User Stories

prioritize PB

goals of Refinement

definition of READY

criteria

example

Who? Children What? Feed children Why? So that they can go to school.

3. Feed chidren

2. Make breakfrst

1. Go to the store and buy eggs

should be valuable to someone

sequence?

manage dependencies

context

not big: should be able to finish in one Sprint

otherwise break it down into different User Stories

Description should be clear to developers

they should understand what is their job to do

Answers questions who?, what, and why?

Acceptance Criteria

entry/exit criteria

INVEST

estimate business value before estimating effort

expected benefit is a constraint on the nature of the solution

knowing the value allows us to pick a more appropriate solution

cost of delay

e.g. if making a Santa Claus app

if you were making a website, consider two customers with vastly different expectations for profit from their websites

delay writing acceptance criteria until you know that the User Story will be scheduled

makes little sense to write ACs for a User Story that won't get scheduled for months or maybe never

Ready

must be actionable

Checklist

Identify & Resolve/Plan for

concerns

constraints

assumptions

known unknowns

Testability

Feasibility

How do we prioritize?

ask people to read the article

meeting types

each meeting has a goal and a deliverable

the goal determines

who is present

format

do not mix meeting types

standups that run forever

separate planning from problem solving

that's why we have parking lots

because it will mix the goals

data dumps (information sharing)

unidirectional

problem-solving

gather to solve a specific issue

does mobbing fit here?

decision

establish options, agree on path forward

diverge-converge

consensus building

general agreement before moving forward

e.g. goal of standup is to coordinate activities

what to do and when

status

sync up

report on progress

team members describe where they are, report their progress

to an authority figure

destabilizing

wasteful

to each other

useful

value stream mapping
Retrospective exercise
Shigeo Shingo
questions
How did you improve yourself recently?
How did you improve something recently?

What positive change did you introduce?

When was the last time we celebrated something?

How often should this happen?

GQM
Metric

Each metric associated with a question from the model

Quantitative level

Question

Clarify goals

asking the right questions

Objective model to assess achievement of goals

Operational level

Goal

Conceptual level

btw

Jobs To Be Done

correct decision and action = desire + reason

Aristotle

Hume

SMART

start with the "why"

Goal-Question-Metric

areas (from Leading Agile)

Portfolio Financials

Portfolio Health

Product Quality

Program Health

Technical Quality

Team Health

Give example

Team can meet release level commitments

resources?

team stability index

stable velocity?

velocity variance

frequent delivery?

completed/committed User Stories

OKRs

OKRs at Google

OKR meeting templates & more

now used by

Google, LinkedIn, Twitter, etc.

Atlassian

Confluence add-on

Andy Grove

President of Intel in 1970s

US Army pistol shooters

imagine the bullet hitting the bull's eye

OSKRs - with a strategy
cascading OKRs
Objectives & Key Results

Set 3-5 high level objectives

should be > 70%

at that point move on to another

measure achievement 0% to 100% (or 0 to 1)

instead of following instructions, we are aligned

Code

developers are most valuable

don't break the money-printing machine

express intent, and then deliver that intent

write code like the next developer is a sociopath with your home address

intent-revealing code

communicates vision to the future devs

intent breaks the test, and communicates a global, holistic goal in regard to the whole system

Marquet?

create a need/problem, and then solve it

create future state, and work towards it

Automated Testing

in Agile, we pivot continuously, and release more often

a lot more testing to do

in waterfall we put off testing till the last stages of the project

because as code gets changed testing would have to be redone

CD

don't use Maven Release plugin

turn snapshots into versions

use build counter

maven version plugin

not suitable for CD environment

tools

invoke those plugins individually (from Jenkins?)

mvn checkstyle:checkstyle

mvn findbugs:check

mvn pmd:check

Findbugs

Checkstyle

PMD

typical flow

don't do mvn deploy, do mvn install and use Jenkins Artifactory plugin

Real-World Strategies for Continuous Delivery with Maven and Jenkins

on code

write code like the next guy reading it is a sociopath with your home address

CQRS

different model for reading than for updating

CRUD?

read from cache, write to master?

Command/Query Responsibility Segregation

don't mix getters and setters

Collective code ownership

isolated problem solver with a bunch of magic tools to

focus on achieving a business outcome

a collaborative problem solver

a communicator

extends to

all problem solving?

support

like in Stacey Matrix, but plot doing the right thing vs doing things right
IT aligned vs IT effective
Defer commitment until the Last Responsible Moment
Vasco Duarte

“never make a decision that does not need to be made; let the project evolve because at some point that decision may prove to be irrelevant or unneeded”

“causality” is not possible to assess in a complex system

“responsible” is undefined and therefore not measurable or assessable

“last” is undefinable and therefore not actionable

“Responsible” still remains undefinable IMHO, “Last…Moment” doesn’t exist, so LRM is still a hoax

Risk Appetite

subjective risk/damage preferences of a self-aware team

decision period vs decision moment
aka LRM
making commitments early can simplify things
Never commit early unless you know why
just before cost of delay outweighs benefit of delay
games
sparrow deck
sorting hat
Koans game
Sprints/Iterations
flow-based vs iteration-based cadence

iteration

timebox does not change to help with predictability and estimation

how many units of work in a unit of time

plan aftex x number of planned work items completed

Longer Sprints

dependency on PO

scope creep

less autonomy for teams

restructuring Sprint interferes with Team's autonomy, and washes down the SG

teams should be able to self-organize

predictability and ability to deliver on what was forecast less important with weak SG

demos longer, different things

multiple anchor stories

weaken SG

we are not delivering an increment every Sprint

weak Sprint Goals

Student syndrome

padding at the front instead of the back

skewed sprint

cascading sprints testing

best iteration length
Sprint 0
hardening sprint

tougher for new teams to start on the pro track

training wheels

need guardrails

just like we can't expect a new team to do XP -- mindset & culture change take time -- hardening sprints is a temporary crutch to get all the things in line

goal

continuously reduce the need for HS till we don't need one

not part of Core Scrum

anti-pattern

ScrumButt

meant for large scale product development

Hardening Sprint at the end of ART

DA

hardening the product in Transition Phase

meant to be phased out as team matures

aka

Spring Cleaning Sprint

dev priorities

Stabilization Sprint

Release Readiness Sprint

Change Management
hypothesis

action connected to business case

value stream map to show bottlenecks

where is Herbie?

is it going to help us remove dependencies

changes in

Systems

Practices

LEAP Institute

used in change management when someone doesn't share paradigm

e.g. Theory X vs Theory Y

acronym

Partner

Agree

Empathize

Listen

videos

Bring business partner into the eye of the hurricane with you

We see most resistance when #change is inflicted. Key is to bring stakeholders in the eye of the hurricane with you & create change together

create change together instead of subjecting them to change

Kanban
Kanban Maturity model

Diagrams

Alternative Path to Agility

alternative path to agility

LeanKanban

KMM: Alternative Path to Agility

Detailed description of the framework

Q&A on the Book Kanban Maturity Model: Evolving Fit-for-Purpose Organizations

start where you are now

everyone writes down 5-10 things they're working on

answer

where will it go when I'm done with it?

where was it just before I got it?

where is it now?

what type of work it is?

could be done in pairs

step 2

lanes are verbs
cards are nouns

things

Core Properties

Improve Collaboratively

Make Process Policies Explicit

Limit WIP

Prototyping
1st C-series Bombardier was built in wood

story from Richer

then they walked parts in different parts of the factory to see if the factory is configured correctly

graph importance over urgency
minimum for success
without these 3 items every Scrum ceremony will break down
refined Backlog

1-2 day chunks

"a handful of them can be delivered in a Sprint"

prioritized

stable x-functional teams

no dependencies outside team

autonomy to decide how the work is done

some degree of autonomy

working, tested software at the end of the Sprint
Pomodoro
Pomodoro is a mini Scrum
12 week year
lack of execution
appeals to Lean in that you have to cut away waste
map a feature's journey from idea to production
a tracer?
what safe experiments can we perform to shorten that time?

ask the team where the pain is

take it to the team

remove unnecessary practice

save time

where are the bottlenecks?
where is the most fear?

Product Management

new name for product
software product is not consumed upon purchase, it's used, and updated continuously
Jeff Patton
Priorities
priorities change depending on exetrnal conditions

e.g. developers working on other story

sometimes the next highest priority item is not in the backlog

it could be a

spike

team wellness story

blaming engineers for not delivering value to customer
job of PO
innovation game
walking skeleton
buy a feature
PO as the CEO of the product
product roadmap
own the product model
nonsense products

pepsi clear

macdonalds - macspaghetti

coors spring water

kanban po's & product manager's bff
mahesh singh
conductor of an orchestra
PO owns the problem domain

Your Brain on Scrum

nod to Your Brain at Work by David Rock

Michael de la Maza

Udemy course

includes 2 one-on-one calls with de la Maza

use to resolve disagreements with command-and-controlnics?

"Robust Product Owner"

connected to customer, not management?

if it is necessary for the product vision, PO connects to whoever

saying "build me this"

is not passing requirements, it is passing on the responsibility & the problem

POs maximize value

industrial-age mindset when higher output coincides with better outcome

hence referring to people as "resource"

people might see themselves as less empowered when referred to as fungible cogs

PO cannot maximize output, forced to work with value

Product Management mistakes article
wisdom is knowledge plus judgement
mistaking information for knowledge
PO and Dev Team
POs AKA

User Proxy

Client on Site

Product Champion

PO vs SM

what game to play vs how to win

our goal is to build a high performing dev team

get them into a rhythm

we are outside of it

it is the job of the customer team to make the flow more smooth for the dev team

do not pass on irregularities

no reporting structure on a team

everyone is a peer

if a PO is not on the same level, then it's not a team meeting

help devs to communicate directly with customer
new hats

say no to customer

set product direction

represent the company

gather new requirements

understand the customer's wishes

understand the company's strategy & perspective

lower bandwidth
makes devs negotiate new features
4 quadrants of product ownership
Meta Cast

episode 41 on quadrants

Business Analysis
Leadership

alignment with the team

shift Product Backlog to amplify teams' strengths

consider team's feedback to

r&d

automating

refactoring

defect repairs

sense amount of technical challenge by sprint

what stage of mastering the new tool are we at?

interesting & challenging work

adjust as required while keeping business goals

situational awareness

to extract most value

loyalty to the team

Individual leadership

connection to the team

Goal Setting

PO suggests/approves Sprint Goal

Project Management

Converge and align with release expectations

reality of delivery

stakeholder needs

Road-Mapping

conversations

integration milestones

unknowns

risk mitigation

column for each iteration

up to 12 iterations

(usually) team distributes the work

populate from backlog

from XP

Backlog refining

Integration & scope management

LDUF

design as you go

because it depends on validated learnings

prove your design with working code

Lean Design Up Front

Just enough strategy

Just In Time

framework for architecture & design

Align stakeholder expectations with team capacity

Milestones

demonstration goals

integration points

tags

Embed testing in backlog

Continuous improvement of PBIs via inspect/adapt every sprint

Externally facing part of the PO role

Marketing

Sales channels

ROI models

Pricing

Agile Marketing

Andrea Fryrear

Product Mission & Vision

Product champion

Systems & Complexity

Systems in organizations
roles

roles belong to the system

Homeless guy directing traffic after earthquake

power knocked out, street lights not working, chaos

except for the corner Kearny and Pine streets

San Francisco, Oct 17, 1989

types of leadership
psychological safety and maturity

levels

chaos theory
levels of interactions
feedback loops
serendipity
tunnel vision
pay attention to how systems connect to each other

some systems base their communications on failure states

realize that there are more successes than failures

Appreciative Inquiry

learn to represent the successes in communications

i.e. only communicating about how things fail when they fail

creates negative associations and expectations

pattern
luck

"it's not luck"

Agile started as a tech practice to write code under conditions of uncertainty

Diamond Agile

Scrum is 5% of what Agile is

Acronym

Ambiguity

Complexity

Uncertainty

Volatility

in complex situations there are often unknowable things, but our bias for certainty we tend to listen to people who promise clarity and certainty, we turn a blind eye
an equilibrated state is when each member is participating voluntarily, and no energy is wasted on coercion
thermodynamics
learn how to learn first
learning new systems (game rules)

double loop

adopt TDD instead of hiring more QAs

go check if temperature changes because window is open

single loop

add QAs to increase quality

hill climbing

thermostat

same way to satisfy customer

Adaptive Structuration Theory
duality of structure

we are creating structure and creating conditions for the structure to exist

as we use organizational and problem solving skills to solve project issues

we need to come together and use these skills to solve team issues

red work & blue work?

system of delivery and system of transformation

drawing on it and reproducing

when you call a vote you produce structure

use it or lose it

likely to repeat in the future

producing & reproducing

change oil

clean the counter

Structures & Working Arrangements
Scott Poole
Stacey Matrix
certainty vs agreement

technology vs requirements

how vs what

fitness landscape
data points
move from the project based approach to the product lifecycle perspective
don't break up teams for every project

all star basketball players don't play well because they aren't used to playing with each other

projects end, products go on, need experts
boat metaphor
the boat turns way after turning the wheel
Dave Thomas
PID controller
Systems Thinking vs Complexity Theory
"Ideal future vs evolutionary potential of the present"
Complexity Theory studies the present, and uses this knowledge to evolve in small increments
Systems Thinking identifies a desirable future state, and tries to close the gap
Wicked Problem
explaining elctromagnetism and physics cannot be done with the vocbulary of the Middle Ages

a wicked problem cannot be resolved from the same level of consciousness that created it

authority

if all solutions could be wrong, who decides which one to take?

everyone commits and feels responsible

hippo?

any attempt to probe or solve can cause more damage
the problem is only understood after a solution is offered
doesn't have a definitive solution
unclear if it's not a symptom
hard to define

Agile Metrics

12 principles, 5 buckets, 10 lenses
Student Syndrome

solution

pad (local buffer) at the end, not at the beginning

starting a task too late

measure work types

Operational Changes

Internal Project

Business Project

figure out the cadence

make changes at the same pace as the need for change is discovered

Tim Snyder

on LinkedIn

how often does something happen

what events exist in your work cycle

then align the processes to it

Handoffs is a form of waste

Tacit Knowledge is a curious Agile concept to consider. When we do hand-offs, and skimp on face-to-face interaction, we lose ~50% of knowledge with each hand-off

types of debt

flow debt

How much code that is not currently making money do we have?

incurring until walking in tar

always expediting

cultural debt

technical debt

Technical Debt Quadrant

Martin Fowler

Capacity Utilization

do compensation schemes support shared commitment?

actionable agile metrics Jira addon

instead of utilization

we are all always working on something

what are you working on now?

business value, impactfulness, or priority level of what the person is working on

Slack is necessary to respond to change

Fire engines

How does Fedex do overnight deliveries?

they always have planes flying everywhere even if they are empty

Reporting time

how would you feel having to report hours?

against principle 7

working software is primary measure of progress

against principle 5

trust motivated individuals

relay race

focus on the baton, not on the racers

outcome over capacity utilization

should be < 70%

in order to deliver maximum value, teams will arrive at the appropriate utilization on their own

no need to measure utilization, measure outcome

arrival & departure rates

limit variability

with stealth bombers

with tacos

diverging

converging

multitasking

scientific studies

Agile Uprising podcast

wrong solutions

treating symptoms

free frozen yogurt

yoga room

address work/life balance

not addressing the root issue

which is pursuing too many issues at the same time

focus on efficiency of individuals

how many projects/initiatives are currently in-progress?

Agile practices

reduce WIP

reduce batch size

scale Scrum and Kanban practices throughout organization

use Backlogs

rank-order work activities by outcome (like in a Backlog)

focus on outcomes not outputs

start less finish more

stop starting and start finishing

make reality visible

put in limits

set boundaries

visible when moving boxes, but not in knowledge work

outside of our brains

similar to

gambling?

credit card overspending

then you can prioritize

otherwise the boundaries will come and find you unexpectedly

what is our natural capacity?

check scientific studies

Kronos 2017 study

employee churn one of the top problems for the polled companies

unrealistic expectations + overtime is the main reason for leaving

1/5 of the 600 companies polled said they will not do anything about it because of competing priorities

WIP Limit

illusions

culture rewards productivity

busyness makes us feel productive

shield from fear of failure

cuture rewards outputs not outcomes

productivity confused with busyness

there is plenty of research, and yet companies find it difficult to change

it's hard to see the cost of context switching

we can capacity-plan by cutting up people's time

e.g. spend 20% of your time today on each one of the 5 projects doesn't add up to 100%

start everything is good

cultural/organizational/corporate influence

because teams haven't finished work in the past

"managers" throw on as much as possible in hopes that at least something will stick

out of concern that the teams will have nothing to do?

known maximum capacity of a team is not known/respected

everything is the highest priority

creates pressure to start, not to finish

cost of multitasking

lower quality

performance

the term "high performer" acquires a new meaning when we realize that the barriers to performance are organizational

may be solving the wrong problem

pressure to move forward

prevents deeper analysis when it might be prudent

when only 40% of mental capacity is available, the quality of decisions will suffer

skipping meetings

inattentive at meetings

skipping debriefs

when multitasking we are not necessarily doing the most important/impactful thing

selection of the next task may be prioritized by

relative difficulty

exhaustion from switching

time to completion

depends on complexity of task

cost of doing two tasks is 40%

60% for three tasks

cost is time and efficiency

we can perform multiple tasks well, but there is a price

mental capacity

Zeigarnik Effect

mental exhaustion without visible results

executive function

we can perform only one executive task at a time

context switching or prioritization

no value produced

analysis

problem solving

context switching

rule activation

goal shifting

if we deliver in large increments then our metrics are against readiness for the release, but if we deliver continuously then our metrics become related to the client's reaction

we tend to plan the activities of a functional silo rather than delivery of the product

plan delivery of features rather than execution of activities

focus on outcomes, not output

mapping

process maps vs value stream maps

differences

process map looks at steps within process

value stream focuses on handoffs between processes

Leading Agile podcast episode

cumulative flow diagram shows the WIP

cumulative flow diagram

The Goal

Herbie

each scout could be

scheduler step (e.g. Airflow)

column on kanban board

an area of work

administrative

extrinsic cognitive load

communicating internally

escalating

researching

following up

responding

trying to be more efficient anywhere else than the bottleneck is a waste

Lean Wastes

Lean Waste 5

review or approval process

where process is not appropriate

where person is unavailable (bottleneck)

documentation phases

activities that do not validate or invalidate decisions/requirements

waiting for tools or staff to start any work

time between creation of action items and when work begins

Lean Waste #4

Handoffs/Transportation

each handoff loses 50% of information

a dysfunctional example: Client->PO->Devs->Testers

tacit knowledge

how much tacit knowledge is lost when passing a task/project to someone mostly via documents?

e.g. riding a bike, or blowing a bubble with bubble gum, designing a system

avoid silos

Lean Waste #3

Relearning/Reprocessing

switching between unfinished tasks

knowledge sharing mechanisms

brown-bags, pairing, useful code reviews

repeating a value adding activity

the first instance did not provide the value

extra processes that don't bring value

pure overhead

e.g. searching for documentation

Lean Waste #2

Overproduction/Extra Features

Small batches, often

LRM

MVP

Lean Waste #1

Inventory/Partially done work

excess of incomplete work

management issues

warehousing costs

DIP

Design in Process

incomplete work == WIP

overburden (muri)

unevenness (mura)

7 lean wastes (muda)

APQP

waterfally?

PM Podcast

similar to DFSS (Design For Six Sigma)

mostly used in manufacturing

Advanced Product Quality Planning

think in terms of flow

flow trumps waste removal, value trumps flow

Flow efficiency

a 2 hour problem 2 months to solve?

looks too slow from the point of view of a custoimer

"solve the problem for a customer fast enough so that they don't have time to change their minds"

identify bottlenecks

"System does not end at the factory gates" (Chris Chapman?)

same for teams

create pull systems

focus on process not results

to achieve better performance focus on learning

achieving goal doesn't lock in behaviour

be slow like tortoise

e.g. don't go to gym too much

do only the work that brings value

avoid handoffs

teamsize 9-15

opens up a whole new horizon of what teams can be high performing at compared to the 5-9 size

CD Patterns for Contemporary Architecture

Deliver it! on Flow

flow & bottlenecks

water bottle upside down

bottle with a straw

bottle with vortex

static bottle

lots of activity, but rate of flow not increased

Entropy Vector

from steam trains to maglevs

turmoil inside the system

system is captive of its own internal processes

internal processes do not add value

unproductive conflicts

repetition of stop-start flow

to let air in to let out water

Software Development Performance Index

Team Dimensions

Activities

Keep Doing it

Do it On-Time

Do it Right

Do it Fast

Areas

Responsiveness

Mean Time to Fix

Mean Time to Release

Average Impediment Lifetime

Queue/Batch Size

Lead time per Story

Cycle Time per Story

Predictability

Feature Comparison

from Lessons Learned?

Cycle Time per Story Point

Velocity Variance

Say/Do ratio

Average Age

Velocity

Quality

Auto Functional Test Coverage

Unit Test Coverage

Defect Arrival/Kill rate

Issue reintroduction rate

Defect Density

Maintenance Complexity Trending

Employee Satisfaction

Retrospective Outcomes

Attrition Rates

Surveys

Customer Satisfaction

Repeats/Renewals

Net Promoter Score

Impact of Agile Quantified - A De-Mystery Thriller

evaluate best iteration length

Larry Maccherone
how do we know what our optimal capacity is?

calculate additional effort

delays

increased with siloing

extra communications

status updates, confirmations that we are still working on it

relearning

context switching between partially done tickets

"parked inventory"

siloing

rigidity

if performance drops as load increases then it's too high

No estimates

probabilistic forecasting

if you absolutely need to get to work for 9 am, what time should you leave?

Monte Carlo simulations

Dan Vacanti's tool

Troy Magenis' tools

e.g. 10,000 iterations with given data

forecasts are based on previous data

Step Two: use probability calculations to base projections on real data with real confidence

Choose percentile of confidence by drawing a line on a scatter plot

Step One: Estimate till you have enough data

starting point

graph both

unit of time per unit of value

units of value per unit of time

Five Buckets

People/Team: The Human Elements

Technical/Code Metrics

Product Development Metrics

Release Metrics

Process Health

a discussion on Agile Metrics

SDPI

Scorecard Index

Jurgen Appelo

measure work not worker

cycle time

defect rate

dependencies

rework

handoffs

defect rate doesn't affect amount of work done, but does affect progress towards business objectives

number of defects could be subtracted from velocity?

depends how we use velocity

measure the four types of work

Phoenix Project

unit of time for unit of value, unit of value per unit of time

define value

moving towards goals

SAFe metrics

street lights

how do you forecast your trip when street lights are semi random

Monte-Carlo simulation

estimate delivery

focused objective

7 Deadly Sins of Agile Measurement

Use metrics as feedback to improve yourself, not as a lever to change someone else's behaviour

"Inspire pull and resist the push"

PDF

would we do things differently depending on the metric?

then it must be measured

prefer leading indicators
requirements volatility as a metric
Leading indicators

amount of ready backlog

stable delivery team

stable velocity

dependencies, handoffs, stage gates

number of outstanding bugs

blockers

active risks

risk burndown chart

active issues

average overtime

staff changes

happiness

employment insurance applications

Lagging Indicators

cupcakes eaten

could be a leading indicator for health

horses out of the barn

closed tickets

completed work

BMI/weight

Leading & Lagging

state of economy is a leading indicator for employment

unemployment is a lagging indicator for economy

could be both

e.g. a team's velocity may be a lagging indicator for a team, but a leading indicator for the company

Primary Leading Indicators

there are things that impact these primary leading indicators, and they can be measured too

business objectives & strategic goals

help to determine likelihood of completion of the main goals

fix it before it becomes an issue
they provide actionable information about something that will happen in the future
2 approaches

predictive

success is defined by how close to the plan the execusion was

smart people plan then less smart people execute

adaptive

information on the project is as (more) important than the deliverable

e.g. FedEx: tracking is the most expensive part of the service

in a way, if things don't have names they don't yet exist in our world, they aren't under our control, and we cannot focus on them. Let's have metrics, and inform ourselves from empirical data
prefer trend or distribution based metrics
data even out, become more objective
share the "why"
improve outcomes or improve control/oversight/utilization
People must see how it relates to them

what it would change

"good" gaming of metrics
common ways of gaming this metric will lead to the desired outcomes

bad

shaming developers for unresolved bugs caused them working on bugs only

a la the electronic whip @Disney hotels

Works as intended for 1 month, then becomes rubbish

Result: we don't know how many defects we have

Testers stopped reporting bugs to not make teams look bad

people started skipping the system, telling developers about bugs directly

actively losing data

value driven work vs fixing bugs - responding to wall of shame, and not to customer

code that would have been refactored with addition of new features was instead refactored to fix bugs, and no new features

value not delivered

good

if we measure velocity, people start splitting stories

more finely grained stories

more detailed stories, higher quality

Do not rely on easy-to-get data
it was chosen because it was available, not because it was good

choose metrics on their ability to lead to a better decision, not ease of measurement

improve in a very specific area

we need to generate insights that would get us to improve

could be

obscuring important information

The Carmelo Anthony effect

he is swarmed by other team's players, and they block him

the metric informs strategy: pass when you 're blocked

he scores more, but he also misses more than others

the film Moneyballed

everyone looked at how well individual players score, while Oakland (baseball) realized that there was another metric

what besides money affects win/loss ratio?

the other metric is team behaviour during games (players get on base more)

as opposed to how much a player is paid

completely wrong

superficial
e.g. velocity
Define Team success
what is a "win"?
good and bad metrics
what "good" and "bad" mean
Measure teams not individuals
Measuring Team and Process Health

especially valuable

new member

remote

we all have different perspectives and blind spots

we all have the ability to see outside each other's focus

blind spots

we want to have a more complete picture

be aligned

we selected areas that matter to us

we want to be on a team that has those things

our values

4 blind men and an elephant

consider the situation when there is a disagreement about how much team is learning

this exposes an interesting area to explore

things that are measured get improved

just consider the perennial example with call centres and duration of calls

opportunity

to identify areas for improvement, and bring them into focus

if we don't talk about our problems then we won't solve them

instead of hiding

to be heard

traditional control measures were put there because of lack of trust

Douglas

rules are for Douglas, they assume that everyone is a Douglas

a hypothetical person who does everything wrong

people misrecognize metrics for that

the Carmelo Anthony effect
Andy Cleff
Troy Magennis
team size

see Amdahl's Law in the free course on Agile Physics

Cycle time planned and unplanned histograms

Weekly trend of throughput, cycle-time and WIP in one chart

Net flow (number of items completed – number of items started) per week

Unplanned work percentage rate

Planned and Unplanned Throughput trend and histograms

Throughput

Excel charts

Teams

stabilizing teams
4 karmas (amount of power used grows from 1 to 4)

Destroy

restructure

Energize

hold space, guide, direct

Enrich

help to grow

Peace

creating safe environment

meetings and rules

not one "right" way, but one consistent way

We have autonomy but we are not autonomous

we exist in the product community

Performance management

we can make a team 2 times more productive in a month

it is more challenging with making individuals 2 times more productive

J Sutherland

the best team members are the ones that make the whole team perform better

we speak of people as the most valuable resource in any company, and yet needs of teams are often ignored

teams are expected to adjust when instead teams should be protected at any cost

start less, finish more, and limit WIP

starting less requires authority

authority comes from commitment

vulnerability-based trust

Lack of psychological safety at work makes us hide mistakes, and play blame games

Hiding mistakes, hesitating to ask for help, playing the blame game makes #teams less efficient, & points to lack of psychological #safety.

yin

Hiding mistakes, hesitating to ask for help, & playing the blame game are all signs of lack of psychological safety,

merit money

merit money is more fair than collective "celebrating together" where someone else decides how everyone is going to spend money/celebrate

identify T-shapes

Why not go all the way, and do temperament inventories too?

VIA Institute

Predictive Index

MBTI & Keirsey

DISC

use to pair

helps get out of silos

Shu-Ha-Ri

Robert Kegan's levels

interdependent

dependent

Nietzsche's stages

Child

new innocence

play, experimentation, learning

Lion

assert

Camel

learn, copy, absorb, follow

adult cognitive development

do you know when others know how you feel?

can you tell when you are making another person uncomfortable?

do you know what the other person is feeling?

pre/trans fallacy

confusing pre and post

continuum

dependent (pre)

independent

interdependent (trans)

Robert Kegan

5 stages of development

5. Self-Transforming Mind

lead together

4. Self-Authoring Mind

see from other perspectives

need to write User Stories

3. Socialized mind

mature to be on a team

2. Imperial Mind

child

1. Impulsive Mind

infant

SOI (subject-object interview)

3-day course @ $3,000

ASOI

autodidact

we know that a ton of stuff will get in the way of this

one of the worst things to do is to start delivering cultural messages about Agile, get teams to start doing the practices while

ignoring org impediments and dependencies that the teams cannot remove on their own

how much agility will the ecosystem allow?

therefore

besides/instead of teaching Agile

systematically remove barriers to Agile

setting teams up to fail

we know 80% - 90% of what will get in the way before we even start

install compensating controls

break dependencies over time

start removing the compensating controls

we can enumerate those things

identity for value streams instead of projects

teams should be built around buriness capabilities, not projects

value streams vs business capabilities

dependencies within the business architecture make it difficult for teams to own their work

system of transformation

teams know how fast they should be going

dependencies dictate their schedule

temporary compensating controls

team charter

why are we special and important to the company

cohesive team

shared

vision

goals

working agreements

definition of done, ready

admit when we are the impediment (courage as value)

when we meet

Cognitive Load

estimation is more accurate when extraneous and intrinsic cognitive load is reduced

Yerkes-Dodson Law

stress hormones

stress response to interpretation of situation as

a social evaluative threat

not under one's control

unpredictable

novel

minor stress necessary to form long-term memories

upside down U-shaped (bell?) with memory

tasks require different levels of arousal for optimal performance

relationship between arousal and performance

Germane

manage by decreasing other loads

solving a business problem

tasks relevant to the goal

repetition and context variation allow learner to apply skills in different situations

Extraneous

manage by reducing irrelevant distractions

unfamiliarity with tools

incomplete documentation

loud environment

tasks irrelevant to the goal

Intrinsic

manage by breaking tasks down into smaller ones

syntax for lambda functions in Python

juggling 6 balls is more difficult than 3

inherent complexity of the task

team roles
qa @ atlassian

quality engineers

quality assistance

"like SM for quality"

Similarity with the 4 work types

Unplanned Work

Changes

goes into Business Projects

Internal Projects

Business Projects

mainline
backfiller (refactoring)
scout
interview
interview plan

did you research us

here is what we are trying to build

what have you been up to

questions/topics

how do you deal with context switching?

Visualize work

WIP

time management

What do you dislike about your previous job?

What tasks do you not like doing?

one of our values is honesty

how did you apply this value?

what does it mean in the context of work

Company that you admire

ITIL

dream job

why startup?

we wear many hats

describe how your previous company built products

treated people

if you were hiring for your team, what do you look for in your team?

what would you like to learn

tech

from resume

Javascript

Python

MySQL

VirtualBox

Docker

start/stop

access console of a virtual machine

CentOS & Ubuntu

depending on tech knowledge

create a bucket

check for a file in S3

start a webserver in a docker container in 5 minutes

archive/compress a file and back

what process is consuming CPU?

locate logs

use scp/sftp to copy a file

use ssh to log in to a remote machine

files

permissions

change

cron

FinTech

BigData

Cloud

relationship with developers

book instrumental in choice of career

ideal support system

tell us about the professional journey that brought you here

interview games/activities

tell stories about past experiences from each job

how did he grow

what he learned from it

how it impacted

ideal day/week

take turns drawing it?

candidate provides direction

sailboat

discuss, capture items in discussion, then do it again silently

risks and concerns

by interviewers?

anchor/rocks

what type of support will you need at your dream job?

wind

perform an exercise together

then do a retro

cards game

one person orders, one person draws shapes, and one person colours

turn a word into a story

Job Interview Techniques for Agile Teams with Jason Tice

Agile Amped

The Agile Factor

activities, insights

Jason Tice

skills assessment matrix

48 agile jobs cards

cut out parts of job description, rank them, then move ones that need more/less work

structured collaboration framework

moving motivators

STAR Behavioural Interviews

Management 3.0 interview activities

interview questions

Agile Hiring

on hiring

Bridgewater

to be a one in 10,000 kind of a company, we need to hire one in 10,000 kind of people

#noresume

ask the candidate to send a video instead

ask if they would want to redo the interview

strong recruiting pipeline

who are your stakeholders
5 points customer liked, 5 points customer disliked

goes off the rails?

what do they care about

what can you deliver in 2 weeks

Facilitation and Coaching
quick facilitation plan

types of conversations

decisions aren't expected to be made

next steps are optional

closure not needed

synergy not important

facilitation isn't critical

no decisions

Brainstorming

List making

Information sharing

decisions are expected to be made

closure and clear next steps are needed

people need to build on each other's thoughts

facilitation is important

clear process needed

decisions

types

Relationship building

Problem solving

Planning

healthy debates vs dysfunctional arguments

create targeted norms

examples of safety norms

people and issues will be handled with sincerity

confidentiality

all ideas are listened to with respect

positive intention to improve the team and workplace

ask

What rules are needed for today's conversation to ensure that everyone can confidently share what's on their mind?

buy in

stances

coaching on 2 levels

interteam?

individual

Scrum Master

Daniel Goleman

leadership styles

Lyssa Adkins

coaching styles

also

reaching

modeling

advising

Ri

coaching

Ha

teaching

Shu

DTA

What can your team count on from you?

Co-responsibility and accountability create empowered systems

Each person is co-responsible in creating the experience or culture you want for the team

What will you each commit to for one another?

What would help the team to flourish?

How do you want to behave together when things get difficult?

What are the team's conflict protocols?

what is the culture, space or atmosphere do you want to create in the team?

What values do you want to live by as a team?

How do you want it to feel?

How would you know that you have that?

why are we here

how do we bring value to the organization?

intro

teams that have clear expectations outperform teams that do not have such agreements

addressing these issues will

create the foundational platform

ground rules for treating each other

for interactions on the team

how

this meeting is about YOU

not how you want other people to be or feel

how can you commit to be

what

we will openly discuss

what values do you want the team culture to express

how do you want to feel on the team, in meetings

what we want our relationship and culture to be

we are all in the same boat

what are the expectations and agreements between team members?

how should we behave towards each other?

alliance with each other

this meeting is about the team culture

the person doing facilitation should not be involved in decision making

because they are then not independent, disinterested, they have a stake

public speaking

start speech

once upon a time

person to person

start telling a story about

archetypes

quality of life

stories are about people

how I changed after learning/talking to someone

trained as kids

state a weird fact

e.g. more people living today than have ever died

ask a question that unites the audience

Retrospectives

retro format

5-step format

was extended with 2 more additional phases to help start and conclude the meeting in the context of Software Development

first 3 phases

decide

now what?

analyze

so what?

what?

Virginia Satir Interaction Model

how we respond to things

Human Systems Dynamics Institute

Liberating Structures

What? So What? Now What?

Adaptive Action format

Institute for Cultural Affairs (Canada)

ORID

Decision

Interpretation

Reflection

Observation

The Art of Focused Conversation

check-in, set context, gather data, generate insights, make resolutions

diverge, converge

Kerth's prime directive

"Regardless of what we discover, we understand and truly believe that everyone did the best job they could, given what they knew at the time, their skills and abilities, the resources available, and the situation at hand."

--Norm Kerth, Project Retrospectives: A Handbook for Team Review

retrospect on this

Items for retro

retro is a fundamentally vulnerable exercise

because we give feedback

appreciations

everyone here is a hero: you contributed something special, something from the heart this last Iteration

each person can take turns giving their appreciations

pick one item to resolve

prioritize quickly then spend more time on resolutions

invisible work

workflow improvements

experiments

Own and Improve Team Processes

how healthy are these processes?

what processes do we have on the team

communication w/client

planning

QA

How Intrinsic Motivation is supported

identify pains that you are living with and come up with ways to address it for yourself and for others

3 Pillars of Empirical Process Control

inspection

code reviews

burnup charts

adaptation

retros are bottom up opportunities to figure out ways for improvement

secret sauce in everything is taking a look at what you are doing

Josh Anderson

Remote

1-2 remote team members

have an advocate in the room

the hands of the remote person

put up stickies, etc.

AKA "sticky buddies"

PO's role in Retro

do not dominate discussion

bottleneck when everyone is waiting for you to solve issues

we want Team to learn to find solutions

poke at the problem

refrain from offering the "how" unless impasse

did I do everything to capitalize on the strengths of the team

e.g. capacity

were my stories small enough for the team?

when filling 4Ls talk about how to improve your work, not theirs

listen & watch

Read between the lines

what can we do to make it easier for them in short and long term?

Patterns

retro patterns from XP

article in French

My Worst Nightmare

Prioritize

20/20 Vision

Shape

Show and Tell

Give them a Hot Tub

Discover

Actions Centered

Product Box

Prune Product Tree

Tools

Realtimeboard

Deekit

Conteneo

Retrium

Scatter Spoke

Exercises

Herculean Donut

Jira Team Playbook

mad sad glad

Empathy Map

Hot Tub

nice step-by-step description

have team arrange stickies into categories, then dot-vote (3 each)

Similarity to SWOT

Buy a Feature

Agile Chairs

split group into managers and workers

then switch workers & managers, and trust workers to do the stepping in their own

what were the managers doing when they weren't micromanaging?

managers tell workers where to step (one at a time), count steps

the facilitator is a moving obstacle

Remember the Future Retrospective game

converse of a pre-mortem

backcasting

Thinking in Bets by Annie Duke

"working backwards"

Future Press Release

Customer Letter Technique

CEO congratulating team on success

apply to

personal/professional development

product

Mining the Timeline for Gold

Create Safety

Pre-Mortems

analyze a fictional future project that went wrong

Define Success

retro frameworks from Weave

Games from tastycupcakes.com

Agile Bang for the Buck

grid with value and cost in Fibonacci numbers on both

a planning model

agile games from BoxUK

presentation slides

sprint as movie plot of favourite genre

Treasure Island

decide on what the "treasure" is first

choose out of 3

similar to Sailboat

soup and circles game

based on Stephen Covey’s book Seven Habits of Highly Effective People

variation with "concern" instead of "soup"

from Diana Larsen

team controls

team influences

the soup

gather impediments

play online

Sample Retrospective

Sample Retro Plan

listing of phases

Close the Retro

debrief

Decide What to Do

diverge/converge on top 3 items

each person debriefs

open discussion 5 minutes

or vote

decide if continue

each person talks 1 minute

Generate insights

vote on them

dot voting in Miro

put a star in Google Docs

group them

list important items

A table in Google Docs

Zoom whiteboard

Miro

Jamboard

Trello

call them like there were a person at the whiteboard (like we did pre-pandy)

Gather Data

Iteration Report

Set Stage

check in

What were some of your neighbour's victories in the last two weeks?

how was it for the person next to you?

heroes

something that person next to you did that was helpful

Agenda

Items

summarize

process updates

learnings

all docs

update Runbooks to reflect changes in process

learn workflow

keep WIP to a minimum

recurring craftsmanship meetings

core protocols to decide

how do we efficiently decide/vote

all work should be reperesented in Jira cards

workshop

TRIZ

Agile Starfish

use Google Drawing

Remember the Future

review Radar chart together

Start-Stop-Continue

space for Ideas and Actions

Sailboat

particularly useful to strengthen team identity

chunk down

use SMART

team spirit is good, but not actionable

everyone present at Standup on time is specific and actionable

first define success

1-2-4-All

practice organizing into groups and solving a problem

similar to counting to 20

Check-In

options

say something personal

hobby

siblings

first job

pets

one positive observation

Count to 20 as a group w/out repeating

paying attention

coordination

each number must be said only once

1 word

pick a feeling from NVC inventory

Intro

Double Diamond

leadership is part of the job

you are all leadears

do experiments

ask questions

you are empowered by your responsibilities

your authority comes from our shared commitment to the success of this team and this organization

great values and opportunities to improve, still flexible

Prime Directive

4Ls

write on sticky notes

10 minutes

keep private!

add 5th column

Gratitude/Appreciation

Liked

things you really liked

What went better than expected?

Learned

Lacked

things you have seen the team doing, but consider that could be done better.

Longed For

something you desired or wished for

vote on issues, decide trys

gather data

metrics

Scope changes

stop/start work on a story

number of points

number of stories

defect count

velocity

charts

events

meetings

decision points

team membership

celebrations

new technologies

starting

Introduce Tree metaphor

Update Team Agreement

The agreement is owned by the Team. The Team enforces it.

no phones during standup

do not create tech debt

boy scout rule

write down a movie character

Harry Potter

Captain Lorca

Forrest Gump

Darth Vader

write down 1 word on how you feel about the sprint

thrilled/bored/curious, etc.

talk about privacy and safety

a dirty laundry meeting

find patterns

Kantor Structural Dynamics

related

Virginia Satir's interaction model

Abilene Paradox

theories involved

Structural Dynamics

Structural Intervention

Model Building

Team Communication Anti-Patterns

Covert Opposition

Point-counterpoint

devil's advocate

Courteous Compliance

groupthink

polite during forming stage

Serial Moves

feeling of progress when overcommitting?

starting lots, not finishing

Building Trust & Cohesiveness

Accelerated Team Performance Model

the model

Communication Domain (how we speak)

domains

Affect

unlock trust and motivation

emotional side

chunk up

Power

construct actions not allowing other options

telling people what to do

personal motivation/emotion

Rule of Order (Operating System)

personal paradigm of how conversations should be

systems of conversation

Random

lose interest fast

puppies become dogs

why follow rules

individualistic

Closed

rely on negative or balancing feedback

authority & hierarchy

tradition

Open

everyone can contribute

process, participation, teamwork

may become dysfunctional

leader steps in

positive & negative feedback

consensual & unregulated

four player model

use

don't get stuck in one role

scaffold on each other's ideas

inquiry

generative dialogue

recognize difference (or re-frame) between Oppose & Bystander

do not confuse a mere comment with an Oppose structural act

Actions Domain (action propensities)

four structural acts

Bystander (comment?)

become a bystander when there isn't one

need enabled bystander

w/out an enabled bystander, the system can eliminate the Opposer

reality check

bridge differences

add perspective

Follow

Oppose

Move

measurements

psychometric instruments

same fundamental structure in all verbal communication in closed systems

team dynamics

Tuckman Model

stuck at a stage

Where Did You Learn To Behave Like That?: A Coaching Guide For Working With Leaders by Sarah Hill

Reading the Room: Group Dynamics for Coaches and Leaders by David Kantor

Dialogix

TeamCatapult

courses

Marsha Acker

Making Change Happen

is a theory of face-to-face communication

aka Structural Dynamics for Dialogue

David Kantor

Face-to-Face Communication study

studied transcripts of recorded conversations of young couples in the 1950s

debating format

voting

converge

time to process -- mental break

sleep on it

first ask clarifying questions

leadership & management
coaching challenge

meeting people where they are at

the management wouldn't even consider trying out a weekly x-team sync similar to Scrum of Scrums

yet a top-down status meeting is accepted, and within minutes gets converted into a standup because of

the culture allows such behaviours

information was useful

self-organization

some people's habits

on "meeting people where they are at"

values need to change

we failed the executives

by letting them keep their thought orthodoxy

Leadership Styles

Coercive/Commanding

at the expense of motivation and creativity

short term improvements

leaves a detrimental effect on work culture

top-down

Pacesetting

often competitive

set high performance standards

Democratic

get buy-in from employees

consensus

collaboration

Affiliative

build trust with the firm

create emotional bond

manage conflict

Coaching

mentor

increase overall performance

employee/department

employee development

Visionary/Authoritative

useful in crisis/change

team itself is a product

Scrum Master is PO of the team?

Scrum Master does not touch the board

self-organizing teams

take responsibility for their own delivery

ideally not needed at standups

what matters is what happens when you are not there

help them to be awesome

you want me when you don't need me, you need me when you don't want me

the goal could be to (in)validate assumptions

provides valuable learning

reduces risk

Sprint Goal, seen as commitment, implies zero-sum game with stakeholders. When it's a forecast, we work together to extract the most #value.

When work in Sprint Backlog is seen as commitment, a zero-sum game is implied. As a forecast, we work together to extract the most #value

us vs them makes people game the system

a commitment/forecast

authority comes from commitment and resolve

easy to become hubristic when a person is looking to you for answers

be a facilitator, people are too complicated

help team solve problems instead of telling them what to do in the short term

same principles

delegate responsibility

strategic vs tactical

CI

make yourself dispensable

in a sports (hockey/soccer/basketball, etc.) team

do not worry about how the team is playing the game

worry about removing impediments

worry about whether the team knows how to win

coach's responsibility is

understand context

understands what "winning" is

this way when they come back, and say we are done, it will be the same as the manager's/client/s vision

continues to follow the rules

make sure the team knows the rules

sustainbale pace is humane

Personal Development

work is the best place to practice and improve

better results

burns people out - apathy and resentment

you think leadership is about telling people what to do?

so, what do you do when something goes wrong?

tell them more, with feeling?

treat teams as startups

foster leadership

treat team members like entrepreneurs

not every person would want to think of themselves as entrepreneur, but the idea is to recognize their interests and get them engaged

if playground bullies were put in charge

people in management think they have to be bullies

modelled after drill sergeants

leader/follower spectrum

Alan Dayley

How You Lead Is What You Get: Empowerment is not enough

similarity to

Cynefin

Teal Organizations

Shu Ha Ri

structure

co-lead

catalyst

leader finds out that a problem was discovered & solved

inspires co-leaders

empower

steward

empowers professionals

coordinator

delegates agents

manager

instruct

supervisor/manager

commands labourers

Team Dynamics
Team does not need a Project Manager if it has Project Management knowledge

PM Knowledge Areas

communication

risk management

planning & scheduling

estimating

e.g. Scope & Cost Management

documentation

stakeholders

Working together, itself, takes work
dissent is at the heart of why we work in teams in the first place

if everyone agrees with data/perspective/estimate/assessment

de Tocqueville on how the indirect effects of juries is the main purpose

except that he stated that the true purpose should be hidden

then there would be less discussion, less investigation

mobbing/pairing skill "sine" waves complement each other

whole greater than sum of parts

Kantor

blindspots

error correction

Team Alignment Map (TAM)

columns

Joint Risks

Joint Resources

Joint Commitments

Joint Objectives

forward pass and backward pass

create items in the first two columns from the items in the last two

O3s

starting a difficult conversation

I'd like to talk to you about something that is affecting me

but I am worried that in doing so I'll communicate disrespect judgement or intolerance of you

that's not what I want or how I feel

I just want to find a solution that works for you and me

is there a better way to do what you are doing?

what can we do to increase your quality of life?

specific goals for the next week

1 thing I can do to make you more effective

1 thing that I don't do frequently enough that you'd like me to do more often

1 thing that I do that you'd like me to continue to do

feeling fulfiled every day

remote coworking

know when someone is called away for an urgent task

maintain team presence

helps to focus

esp. if your work is related

even in the order of execution (e.g. I will help you with this when I am done with that)

helps to keep pace

know when to stop, don't overload yourself

Jazz "small group"

each musician mostly listens to others

~6 people

many companies do personality tests like DISC, MBTI, Predictive Index, etc. to account for chemistry when building teams

managers assigning people to teams like work to people

self-sorting does this automatically

move authority to information

ritual vs rules

Rituals create community

lorry drivers in NZ

ritual reduced accidents by 75%

giving them heated belts that take 10-15 minutes

most accidents in the offloading dock

thinking as drivers

Core Protocols

Core Protocols Intro

add fifth question to standups

how do I feel

Team Emotional Intelligence

high performance is subset of this

Amy Edmonsdon

Psychological Safety at Workplace

Primer from Hubspot

HBR Podcast

TED talk

in a Knowledge Economy

high correlation between the behaviours and performance

difficult to reproduce and measure causation in a complex system

stack of observed behaviours

Any sort of methodology

Scrum, Kanban, etc.

Productivity

alignment towards the same goal

Connections

self-aware individuals build on the other layers to create a cohesive whole

Self-Awareness

admit mistakes & learn

check-in

Freedom/Autonomy

no one is coerced

everything is a choice

everything is opt-in

Positive Bias

Assume Positive Intent (API)

Appreciative Inquiry (AI)

Most Respectful Interpretation (MRI)

assume everyone is doing a good job

unconditional positive regard

Carl Rogers

started

project to reproduce high performance

observed 100s of teams for many years

HPT @ MS

blew Borland out of the water

created Visual C++

Richard Kasperowski

The Core Protocols: A Guide to Greatness

Jim & Michelle McCarthy

Check Out

similar to escape valve from Brene Brown?

Pass

Decider

vote

flat means "support-it"

thumbs-up/down/flat hand

must bring in all outliers to a "yes" or "support-it"

use Resolution Protocol to bring outliers in (the "nos")

What will it take to get you in?

Response: short declarative sentence with precise modification

withdraws proposal

proportion of "no" and "support-it" too high

anticipated gain less than cost of Resolution

~50% "support-it"

absolute "no"

a member cannot be part to proposed

Check In

Commitments

get a permission to disclose personal details

be silent during another's Check In

pay attention, don't look at your phone

state feelings only as they pertain to yourself

state feelings without qualification

Team says "Welcome"

acknowledge shared goals

acceptance

I'm in

shared goals

I feel [one or more of MAD, SAD, GLAD, AFRAID]

Try to go deeper and describe more than one emotion

don't diminish your emotional state

e.g. no "little mad", just MAD

All emotions are expressed through MAD, SAD, GLAD, AFRAID

e.g. "excited" is GLAD & AFRAID

optionally say "I pass"

only works in large groups (>5)

Pass Protocol

may provide a brief explanation

Brooks' law

Law of diminishing returns

increase a single factor of production

Fred Brooks

Mythical Man-Month

Crocker's Rules

Slack message

*Crocker's Rules* 1. Accept full responsibility for the operation of one's own mind 2. (a corollary) If I become offended it's my own fault ```Declaring yourself to be operating by "Crocker's Rules" means that other people are allowed to optimize their messages for information, not for being nice to you. Crocker's Rules means that you have accepted full responsibility for the operation of your own mind — if you're offended, it's your fault.``` https://en.wikiquote.org/wiki/Lee_Daniel_Crocker

2. If I become offended it's my own fault

1. Accept full responsibility for the operation of one's own mind

benefits are indirect

removing all emotional content from communication is harmful

it is still important to consider how the information is received

this is the meaning of the communication

benefits

respect

treat people like they are responsible and capable of handling their interpretations

MRI

courage

foster trust

focus on problem not person

quote

Declaring yourself to be operating by "Crocker's Rules" means that other people are allowed to optimize their messages for information, not for being nice to you. Crocker's Rules means that you have accepted full responsibility for the operation of your own mind — if you're offended, it's your fault.

team cadence

multiple teams cadence

Tuckman Team Development Stages Model

Never verified, only invented to illustrate an idea

Forming, Storming, Norming, Performing Four-Stage Model

Performing

Personal & interpersonal development

Disagreements resolved within team positively

No instructions or assistance necessary

More clear on why

Norming

Shared leadership

team molds its processes

Commitment and unity

social activities

Less/no guidance from an external leader

Shared vision

Team is strategically aware: what and why

Storming

Relationship, trust, emotional issues

Focus on each other/processes more than on work

Size each other up

Forming

Processes are unclear

Purpose, objectives are unclear

Little agreement on team goals

Need guidance

dynamic reteaming - avoid stagnation

used to avoid stagnation

reteam to discover the right chemistry -- don't break up teams that already have good chemistry

ways to minimize drop in productivity associated with changes in membership

velocity dips

on heroes

case against heroes

paint drip, t-shaped

from Kent Beck

Culture & Process

apply principles of programming (e.g. single responsibility) in other areas
we use fail-fast all the time in programming when we specify parameter or return types

red-green & TDD

Business Agility
management as a service

social responsibility

to promote fairness, safety, self-actualization

autobahn

get out of the way

ensure safety

guardrails, etc.

make sure surface is smooth

help individuals grow personally and professionally

evolutionary/servant leadership

similarity with Satir Interaction Model

Response

Significance

Meaning

Intake

the loop

Act

Decide

Orient

Observe

the advantage is in having a faster loop than another system

adversary

organization

market

F86 vs MiG-15

not heavy artillery, but rapid response to change

1:6 kill ratio

Col John Boyd

Energy-Maneuverability theory

MVP Everything

Via Negativa

fix by subtracting rather than adding

smoking

paperwork

rules

usually less dangerous

adding new processes has its own overhead

does it make the boat go faster?

used in Catholicism to define what God is not

neti-neti

Sanskrit for negating everything that is not Brahman

Daryl Kulak

Nassim Taleb

MVC

a change experiment

validate untested assumptions

smallest possible change that maximizes learning and buy-in necessary to executing a viable change program and its change tactics

smallest product increment that can accelerate the learning necessary to develop a sustainable business model

value the learning, the product itself is less important because it will certainly change

take the best guess, and then iterate

Agility is a business strategy, not a methodology or a process

agile institutions

start with user needs, not the institution needs

build hospitals to make patients comfortable, not to make doctors' time more efficiently utilized

governments

cities

hospitals

agility on every level of company

TreeHouse

GitHub

Buffer

it is more important to be able to measure and validate a solution than to come up with one

"more important to improve work than to do work"

from TPS?

there could be many plausible good ways to organize work

we should have smooth mechanisms (like CI/CD) to quickly analyze and adapt

we should be able to experiment and adjust based on feedback

although there are processes that can help

business leadership strategies
instead of scaling Agile, de-scale large problems

similar to Jeff Patton's metaphor to eat lots of trout instead of one elephant

agile started off in manufacturing, then found a home in IT, but it is not about software

it is about solving complex problems

Steve Denning(?)

what parts of the future system do we need to change often, and which ones will stay the same for a long time?
Your Org is a Product

business architecture

cross-funcitonal teams

set direction

clear deliverables, expectations, objectives

expectations

participation

project goals and objectives

ask each person

skill/will ratio

style/preference

working alone or in a group

goals for being on the team

is this an opportunity to develop professionally?

do you enjoy the topic?

personal growth?

what specialized skills

defined by scope

do we have all the required expertise to complete the project?

what is the scope?

higher chance of success

contrast to

a medical team that's nothing but radiologists

a baseball team only with catchers

an orchestra with only trumpets

ignoring benefits of cross-functionality

they know how to deliver on their functionality, but they miss on

dependencies & comms with other parts of organization

overall value

sales/marketing/IT

all functional

release manager is an anti-pattern

PO/Product manager is responsible for the whole scope

local optimization

blindness to bottlenecks

project managers focusing on a segment of business

everything else is side effects of putting professionals together?

software is a way to change your customers' behaviour
Mission Statement & Value Statement

contribute to the "pull"

important because they serve to align everyone in a company

achieve the decentralized decision making nirvana

pass information, not instructions

where people are helping you achieve outcomes instead of following instructions

laying bricks vs building a cathedral

example of Nike?

help organization sense and adapt

Why Small Batches?

when we make commitments/predictions, we place a bet that we can honour the commitments

if there is a way to prove that our bet was solid and that it will pay off, we should do it

therefore we should endeavour to prove as quickly as possible, to strengthen our conviction...

cf Dijkstra's requirement for provability of code

deficiency gratification

we are deficiency motivated

we will seek environment that will gratify that deficiency

psychological needs similar to physiological needs

what is good for the individual will also be good for the organization

if you create environments that are good for people, you will create outcomes that are great for organizations

e.g. high trust environments

unfulfilled needs of individuals result in reduced org health and performance

balance Project to Product and Kotter's Accelerate

Dean Leffingwell

nod to RUP

2 operating systems

innovate and grow and maintain and support

explore and exploit?

hierarchies may be necessary

encapsulate all three in the growth mindset

How

Lean

What

Why

Design Thinking

customers don't know what they want even when they say they do because things change

we enter a partnership with the customer where we work to deliver most value by

measuring something real: how they interact with us and with the product instead of something fake: what they say they want

Kodak & GM thought they were doing well until the bottom fell out

giving the customer access to the senses they may have not had before

delivering a little bit and getting feedback

Heart of Agile

a fractal

a better adaptive organism

in the Agile Manifesto, we have people who agreed on best practices, and extracted very general principles from it

not following Agile Manifesto principles is risky, but best practices may not be best for everyone equally

Manage Flow

focus on completion

is a hospital more interested

need clear goal

which hospital would you trust more as a patient?

EBM

in keeping the staff 100% utilized

filling all the beds

in quick recovery for the patients

in healing patients fast

solve half of the problems rather than creating half-solved problems

project vs product

people are fungible resources

working on multiple projects at once reduces productivity

instead: bring work to people, not people to work

may work in a factory

upfront contingencies for risks

padding for potential risks bloats budgets and schedules

ask upfront for everything that will be needed for the project

need instead: fast learning, frequent feedback, pivoting

embracing change

disincentive to explore, experiment, and innovate

project approach ignores tech debt because

projects end, while product maintenance & new features become someone else's problem

optimize flow not resources

productivity is a team metric

push authority to where the information is

balance allocating resources

Exploitation

short term

refine existing processes

production

Exploration

long term

activities

risk taking

innovation

research

discovery

Integrated Business Architecture

Layered architecture

BPEL - Business Process Execution Language

SOA & BPM (business process management) to align IT with business

predictive hubris

book Team of Teams by

Gen. Stanley McChrystal

changed strategy in fighting Al-Qaida

know future

illusion of

control

stability

Roadmaps
Use OKRS/OSKRS instead
decompose visions into tactical missions

8 steps

Keep improving

Validate with team

Generate roadmap

may use Portfolio for Jira

Smart releases

Estimate

Granulate into epics

populate backlog

Identify initiatives

contribute to strategic themes

Vision - big picture

strategic themes

create mission tests

during retros

measure how well we're achieving these missions

Gazelles.com growth tools

scaling

identify processes (5-10)

who will be responsible (monitor and alert the rest, not a dictator)

start with Big Hairy Audacious Goals

break down to 5, 3, 1 years

down to every week

work on top 3 things to meet monthly/quarterly goal

similar to lean

rhythm

data

priorities

by Verne Harnish

Scaling Up

mastering rockefeller habits

learning champions

skill transfer vs KT

giving information is insufficient

learning organization

be ready to learn that we were going in the wrong direction

admit that we can use more learning, that we don't know everything

Bloom's taxonomy

cognitive domain

working back from Creating to Understanding

the simplest prototype is nil, so we start with that, and immediately see where it doesn't fit, so we create a better prototype, and increase our acceptance criteria

is red-green cycle similar to MapReduce?

seed in MapReduce cycle

draw a prototype, see where it doesn't fit

Bloom's Rose

Evaluating

Synthesizing

Analyzing

Applying

Comprehending

Remembering

does the company promote learning?

make people awesome

adult learning theory
Instructional Scaffolding
Problem-based learning

use scaffolding

guidance-fading effect

PBL

DDOs
when you hit a limitation, assume that Management is unintentionally holding you back

full permission to push back against the barriers that are holding them back

viewing people as resources also fitting for narcissism
2 jobs, second one to hide vulnerability

narcissistic wound

promotes narcissism

culture is a verb
2-step facet of Agile

System of Delivery and System of Transformation

delivery

1 backlog

testing, CI

ownership of technology stack

predictability - stable velocity

stable, cross-functional teams

ritual & habit

like oral hygiene

transformation

can't run marathon

stages

removing impediments

e.g. Scrum will expose dysfunctions

can't rely on an external force

like management removing obstacles for "resources"

respect for individuals

help them mature

people must be there and ready to continually remove obstacles

when there are no opportunities to apply their passions at workplace, people volunteer outside of work

Ehime Maru and USS Greenville collision

emergency ballast blow exercise

Team

"had too much respect for the captain" to point out that he is not following rules

Captain

didn't see Ehime Maru 2km away

skipped procedure steps

because schedule

took over periscope

seeing oneself as a victim of a culture rather than creator of the culture

culture is intentional

doesn't just happen

what we permit and what we promote

instead of leaders making decision with information supplied by people in the field, it's people in the field making decisions based on the information they receive from the leaders

idea from Team of Teams

delegating authority

Methodologies don't work in complex systems

Scrum is a value system

we can only realize the promise of Agile if

it's hard and a map is always helpful

we need people to be

on board

engaged

immersed

participative

we transform

more than technical practices and culture

the organization

how and what is measured

how continuous improvement is implemented

how mistakes are treated

how decisions are made

governance

how teams are formed

technical practices

e.g. TDD

how we work

who we are

qualities

nurturing

nourishing

conflict

during argument

I'd like to switch to your side and argue for your perspective for a moment

Rapoport's Rules

this will

give me a more complete picture

let me experience the situation from your perspective

when fear/bravado/heroism is a significant contributor to the culture of a software development organization then inaccurate estimates, skewed and sugar-coated for the higher-ups will result in more escaped defects and outages that would have to be supported

this causes support departments to grow bigger

saying "yes" to everything, and then telling everyone that we are "working on it" is not the best strategy to gain credibility

SCARF model

slide

the acronym

Fairness

be fair

not understanding need for fairness

fair exchange vs unfair exchange

Relatedness

show trust

create human bond

forgetting to connect on human level

openness

ingroup/outgroup

design to avoid silos

people we haven't connected yet are perceived as threat

oxytocin generated on bonding (introduction)

encourage to make decisions

delegate

micromanagement

choice

reduces stress

Certainty

clear expectations

unclear expectations

ambiguity is threatening

brain is certainty-creating machine

Status

do

point out areas where people are good

turn up the good

too much feedback/guidance

people argue when receiving feedback

life threat

get people to self-assess

status increase

tools to give oneself critical feedback

increase == reward

loss == pain

carrot and stick approach doesn't work because it's extrinsic

look below conscious awareness

organizing principle of the brain

evolutionary adaptation (principle?)

minimize danger -- maximize reward

away vs towards

why do we exist?

at the heart of our core purpose is something grand and aspirational

not rote and technical

all organizations exist to make life better for someone

the lens through which we look when making decisions

Openness in Scrum

sprint review

sharing progress with stakeholders

openness to feedback

Transparent Product Backlog

openness with stakeholders

SG is fixed, but plan how to meet it is different

limited sprint

openness to changing direction

do not remove connection to the goal when passing messages

pass full understanding: transparency

admit when change is needed

make decisions as a team

feel heard

share perspectives

offer help

ask for help

Transparency + courage

pillar of empirical process control

Respect in Scrum

respect other teams

deliver quality code

respect all opinions

assume they have good intentions

doing their best

people are motivated

backgrounds and skills

people are resourceful

review Done items only

respect for stakeholders

Sprint Backlog is owned by Team

respect for Team's knowledge and skills to decide their own work

entire team attends meetings

respect for all roles

Focus in Scrum

Timeboxing creates urgency, helps focus on the purpose

Product Backlog orients towards what's next

SG

Events and artifacts focus on inspecting progress

e.g. burnup chart

Done Increment every Sprint

product vision

overall outcome

accept uncertainty

analysis paralysis

know what to tackle first

focus on undone work together

we are a team

we share the same SG

courage as a value of XP

In XP & #Scrum courage is a key value. It keeps us going. A proper balance of #courage & #safety makes for most productive workplace dynamic

courage to go forward knowing that there will be mistakes (that's why we go in small steps, then inspect)

from Dave Thomas

necessary on the level of the company as well as individual

Courage in Scrum

permission to say no

Dev Team

accountable for quality

say no to cutting quality

accountable for value

allowed to say no to low value features

Sprint reviews & retros limit damage, allow small experiments

timebox

assumption that it's okay to change direction

inspect-adapt

Admit our mistakes

Engage in a productive disagreement (conflict)

Go into the unknown, and build something new

embrace uncertainty

Admit our assumptions were wrong, and change direction

Hold others accountable to meet commitments to the team

Admit when we don't know something

Not to show undone work

Transparent about progress under pressure

the evil twin of compliance

habits

self-induced multitasking

institutionalize w/out bureaucratizing

status-chaser antipattern

whoever asks for status becomes the client

separation

from blame to power

blame vs accountability

blame addiction

blame cycle

XP practices foster product thinking

Does this expand your intellectual horizon?

Karl Popper-ish

one of the key things that we do is exercise good judgement while applying professional standards

leads to innovation

flexibility to implement innovation

product success/happy customer

invalidate assumptions

stop reacting and start doing (creating?)

prevent sliding back

culture is habits

Aligned Autonomy

know what's important and have a permission to do it

orgs become smart if they are healthy

unhealthy org will

not recognize opportunities

make worse quality decisions

get stuck

if you give people freedom they will surprise, delight, and amaze you

common language

word clouds

consists of

terminology

taxonomy

common goal

when QA is behind

be in flow together

be effective together

we are united by the same goal: to deliver

everybody's job is Product Development

generalizing specialists

patient in surgery metaphor

insufficient collaboration

the whole team must help deliver the outcome for the Sprint Goal

only fully Done work items bring value

use Flow Efficiency and Flow Metrics

not Resource Efficiency

move towards excellence

can we still improve, or are we already perfect?

fulfilled

happy at work

proud of their work

mastery, autonomy, purpose

focus

the mission itself

the process of how to do it

the person telling you what to do

common

interpretation

sense of priority

values

understanding of context

Time Out

exercise

what can we do?

obstacles

relation to strategic storyline

discuss what is desirable

each team member writes a few words

propose a situation

ask "What would you do in this case?"

generalize from a recent experience

exhaustive regularization is not possible

behaviour is contextual

Industrial management

less useful for complex interactions

instead of management telling people where to go, people with the information tell management where they see the system emerging

the "right thing" keeps on changing

best fit for ordered systems

checklist

workflow

knowing the "why"
can a single developer do an experiment on a slice of live customers in production?

if the developer has to jump through too many hoops, and get it okayed by the PO

from Modern Agile podcast (?)

is this the same as spiking?

the hoops

make it into a story, put it in backlog, have PO prioritize it

we must make it safe to do such experiments

they might decide not to try

Experiments are great in times of uncertainty, but other times tasks or high risk interventions might make more sense
Golden Circle Model

People don't buy WHAT you do, they buy WHY you do it

Start with Why by Simon Sinek

lean

value based thinking

allows to delegate responsibility to experts

better & more insights

faster decisions

orients individual players
tactical component that doesn't see themselves as a strategic piece in a bigger picture

or one that is not seen as such by management

Organizational Learning

dangers of best practices

we stop adapting

and inspecting

codification leads to inflexible processes

secondary, it comes from effectiveness

bimodal IT

acknowledge need to inovate

not a hybrid

maintain legacy that is profitable while planning to adapt

Gartner

unlearning

empty cup in order to fill it

knowledge destroyed by not sharing
Uncertainty Reduction Theory

Interactive

talk & collaborate with change

retrospective

active

copy & tweak

talk to other companies

passive

watch from afar

do not interact with change

e.g. check it out on the internet

cultural shift
Covey's First Principles (7 habits)

Sharpen the saw

Seek first to understand, then to be understood

Think win-win

Put first things first

Begin with the end in mind

Proactive

life is too short to build stuff that is not appreciated

all the heart and soul, blood, sweat and tears poured into it must be worth it

onboarding by silo/chapter is an antipattern
onboarding by HR is an antipattern

confusion about responsibilities

no longer done by HR

onboarding

career development and goal-setting

performance management

96% of HR managers gave their own performance evaluation system C, D, or F

if a team member has a question about configuring environment

HR can't teach how to be on the team, only point to standards

knowledge of the subject matter is needed

self-organizing

soldiers using electrical tape for additional magazines

firefighters

they are intracting with the people that can help--their teammates

is having onboarding done by HR helping teams to self-manage or is it subtracting from it?

ownership and accountability

comes from when "resources" were frequently switched between teams for diff projects

when HR tracked career development

long-lived teams

HR moving from being a policeman to a cruise director

design the reward structure that works

still instrumental in setting the culture

Agile methodologies focus on the right values, and on leading

two types of mice

progression through shu-ha-ri?

are

busts out

discovers new rules

finds the cheese

learns rules

hiring

employees want

happy

place of learning

contribute

belonging

be part of something I enjoy

learn new skills

make a difference

be valuable

have an impact

grow my career

hiring managers want

alignment

effectiveness

order

increase the momentum for the company goals

increase momentum

e.g. culture shift

create order amongst people

create cohesion

bring skills we lack

increase resources

increase production

in complex situations there are often unknowable things, but with our bias for certainty we tend to listen to people who promise clarity and certainty, we turn a blind eye

reporting hours considered harmful

timesheets vs burn rate

however the team organizes internally to get the work done is up to the team

as long as the team regularly, reliably, and predictably completes work that is given by the organization

prevents collaboration

all the information that is necessary is available w/out forcing devs to do this

erodes connections between teammates

promotes selfishness

when people are thought of as inanimate resources it is

you are the only problem solver

you are the active component with agency

everyone is passive

more difficult to expect them to be proactive

is the company for the peoaple, or are the people for the company

sovereign

which one is an end and a means?

power over

other types of relationships

power among

catalyst --> co-leaders

power with

steward --> professionals

power for

coordinator --> agents

"power over" is the only possible relation when people are seen as resources

supervisor --> labourers

resources are similar to machinery: must be utilized

on measuring utilization

books

Actionable Agile Metrics for Predictability

The Agile Mind-Set (page 29, 86, 185)

offer other metrics

this will reduce performance

focus should be on results not on utilization

surgery nurses, FedEx, firemen

efficiency

saying to a surgeon: "Why are you not cutting? I am not payingyou to stand there."

capacity utilization vs impact maximization

machines are utilized to do labour

individuals organize to make things happen

commitment vs compliance

you can't get commitment from a machine

that's why tayloristic orgs don't like commitment

the degree of commitment that is required for a striving business requires more than just "resources"

Accounting for Slavery

How Slavery Inspired Modern Business Management

"task master" commonly used in connection to slavery

The first value

individuals and interactions over processes and tools

treating individuals as tools makes this value lose meaning, showing how inapplicable Taylorist thinking is

The fourth principle

Providing motivated individuals with the environment and support they need and trusting them to get the job done

better one

As individuals on the team, we want assistance from an Agile Coach in building a happy and healthy org, so that we can grow personally and professionally

badly formed User Story

the "who" shouldn't be the same person who is doing the work

seeing developers as "labour" promotes the Theory X prespective

benefits of pairing become hidden

maximizing capacity utilization

People First

customers will never love a company until the employees love it first

Sinek

people first

intrinsic motivation and happy and healthy teams

On blaming individuals for the shortcomings of systems

organizational structure produces behaviours

Milgram, Asch

Stanford Prison Experiment

Blameless: Let’s really try and understand what happened to prevent it from happening again?

Blaming: Person “X” caused the incident (note: this is not blameless, it’s just nameless).

Blameless: Where did the system fail to allow this to happen?

Blaming: Who’s fault is this?

Blameless: Why did this problem occur?

Blaming: Who caused this problem?

Along with the change in culture goes the change in language. Consider these examples:

Blameless Culture is the concept that recognizes that behaviour is a function of the environment. This is known as the Lewin's equation: B = f(P, E). A number of organizations went further than just recognizing this, they built it into their culture (e.g. Google). When something goes wrong they look at why it happened, not who is to blame.

never blaming the people for their troubles

acknowledge pain and work to fix it because we are empowered via our commitment to success

people and interactions over processes and tools

Respect for people in Lean/Kanban

Cockburn article

First order non-linear component of software development

SRE

Problem Management

focus on preventing incidents from happening

incident management focuses on restoring servicet, recovery

invoked when

Ticket resolved, but root cause undetermined and service desk suspects it is likely to recur

Trend analysis of logged incidents reveals pattern

Analysis of an incident indicates that a problem is likely to exist

Confirmed by another team

Incident management cannot match an incident to existing problems

CALMR

Recovery

Measurement

Lean Flow

Automation

Culture

The Rugged Manifesto

Rugged DevOps

7 habits of Rugged DevOps

emphasis on security

in reference to the term rugged landscape?

The 3 ways

Continuous Learning

repetition is prerequisite to mastery

mastery through practice

learn from failures

culture encourages experimentation

right feedback at the right time

feedback will optimize the value stream

feedback loop

amplify feedback loop

shorten feedback loop

create an upstream feedback loop

quality at the source

improving daily work is more important than doing daily work

understand customers' needs (internal and external)

Flow

never allow local optimization to cause global degradation

never pass defects downstream

increase flow

understand flow

value stream

work only flows downstream

Feedback

what are the drama triangles on this team?

types of feedback

yes and

I am on your side and we have an obstacle to overcome

critique

ask powerful questions

objective

why

why not

directive

reactive

get feedback on my feedback

continuous peer reviews with context (OKRs?)

consider OSKRs

John Doerr's book has great resources

Continuous Performance Management

use CFRs to process OKRs

CFRs

Conversations, Feedback, and Recognition

various types of performance discussions

similar to paper Richard wrote

for OKRs

annual performance evaluations

if a person's salary/raise/promotion, etc. is on the line

their focus is not on getting better

they will focus on getting laudatory feedback

it's just feedback, don't call it assessment or evaluation

if it is important, we should not wait one whole year to provide feedback

shift focus from evaluating to helping to get better, to succeed

assessments missing the context

Lewin's equation

performance is function of environment

backleading

self-organization needs structure

Agile is a collaborative approach to work

ROTI

see J Rothman on measuring value of meetings

Return On Time Invested

it is possible that the degree of collaboration

is not "normal" for managers and/or team members

uncomfortable with pair-programming

needed to realize the benefits of Agile

moving to self-organization requires self-organization

Mike Cohn

command & control vs autonomy & alignment

Agile is a value system that, when applied, results in reduced risk
Agile Manifesto

Agile Manifesto Value 4

Responding to change over following a plan

upset that someone is late to a meeting

stable environment

complex domains

VUCA

No plan survives first contact with the enemy

Moltke

Plans are nothing planning is everything

Eisenhower

OODA Loop

empiricism

trust data over plan

anti-totalitarian

ignoring changes in the business reality

unaddressed risks

missed opportunities

Agile Manifesto Value 3

Customer collaboration over contract negotiation

infinite game

not zero-sum game

contract negotiation enough to support customer collaboration

focus on value and work

similar to #2

collaborative space

from Leading Agile

how turning a relationship between individual into a transaction reduces trust & collaboration

when whoever is best suited to address the issue does it instead of checking whose job it is, work flows

embrace change

understanding and meaning of requirements will change on both sides

business environment changes

communication is important to deliver value

contracts do not replace communication

Agile Manifesto Value 2

Working software over comprehensive documentation

Documentation still important but as part of the outcome, not the output

quick results & request for feedback is better than a Gantt chart

these documents are meant to reduce risk, and the assumption is that they will catch defects, implying that the delivery team is not trusted (possibly because increments are too large)

some forms of documentation are meant to reduce risk

based on the third-party contractor model where there is minimal trust

finite game

the amount of delays introduced by the stage-gate (approvals, etc.) and other types of documentation is staggering

approvals & change requests reduce agility

customers aren't paying for documentation

no value in delivering documentation alone

Agile Manifesto Value 1

Individuals and interactions over processes and tools

what's important is that people work together well, what tools they use is secondary

difficult to accept for people who treat individuals as resources

"fool with a tool is still a fool"

independence vs interdependence

teams vs groups

Principle 12

Reflect and adjust at regular intervals

At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behaviour accordingly

then tunes and adjusts its behaviour accordingly

empowers team

in Scrum implemented as retro resolutions

the "adapt" part of inspect-adapt

the team reflects on how to become more effective

the team, not the manager

retrospectives

the "inspect" part of inspect-adapt

requires transparency, which requires safety

At regular intervals

product management is a continous effort

focus on team getting skills, not on a short-term project

iterative everything

plan to ride a bike around the building

iterative, continuous post mortems/lessons learned

Principle 11

The best architectures, requirements, and designs emerge from self-organizing teams

from self-organizing teams

not order-takers

escape room

must collaborate to make sense of multiple clues

similarity to emergencies when the whole team works together

quote from Gen. Patton

“Never tell people how to do things. Tell them what to do and they will surprise you with their ingenuity.”

have all the skills to deliver the complete solution

motivated

self-directing

autonomous

flat

have agency to direct themselves

not waiting to be told what to do

emerge

shared purpose

for a solution to emerge, there needs to be alignment

each User Story tacitly points towards the goal

shared ownership

shared responsibility

your opinion matters

evolutionary

experimentation

The best architectures, requirements, and designs

involved in every aspect (phase) from the beginning

solutions

ideas

Principle 10

Simplicity--the art of maximizing the amount of work not done--is essential

there will always be more ideas/features/requirements than time/money to build it

therefore: maximize the amount of work not done

This is Lean

how did they build fully outfitted, seaworthy merchant ships in 2 days?

requires seeing the big picture

maximize the stakeholders' return on investment

focus on goals

prioritize

is essential

essence of what creates value

the art of maximizing the amount of work not done

output vs outcome

pathological

looking busy

gold plating

finish sooner and get the feedback faster

then iterate

what is unnecessary?

Simplicity

clarity

understood by all

easily communicated

no obfuscation

Principle 9

Continuous attention to technical excellence and good design enhances agility

quality & speed

high quality allows to go faster

enhance agility

necessary to react to change

good design

product management

technical excellence

technology is changing

sharpen the saw

Continuous attention

always learning

safe to be a novice

state of flow

Principle 8

Maintain a sustainable pace

Agile processes promote sustainable development. The sponsors, developers, and users should be able to maintain constant pace indefinitely.

indefinitely

game theory

finite vs infinite games

we want to stay in business indefinitely

regardless of a "phase"

ther are no phases

should be able to maintain a constant pace

explore vs exploit

allocate time for

rest

consider accumulation of tech debt

variability

flow

The sponsors, developers, and users

harmony

cross-functional

systemic view

optimizing the whole

Agile processes promote sustainable development

respect for people

understanding needs of stakeholders

social responsibility for teams

overtime

burnout

Principle 7

Working software is the primary measure of progress

is the primary measure of progress

matter

outcome

Done work

don't matter

acting busy

output

number of tickets

hours

effort

Working software

Iteration Review

Acceptance tests

plans and promises don't count

delivered functionality

solved problems

the only thing that really counts is that problems are resolved for customers

Principle 6

Face-to-face conversation is the most efficient and effective method of conveying information

The most efficient and effective way of conveying information to and within a development team is face-to-face conversation

is face-to-face conversation

whiteboard

full bandwidth

93% non-verbal

details about future direction

to and within a development team

frequent and efficient validation

effective communication with stakeholders

understanding and alignment with business

The most efficient and effective method of conveying information

ownership and responsibility to communicate well

active role in creating and directing information

bring authority of decision-making to information

Principle 5

Trust motivated individuals to do their jobs

Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done.

intrinsic motivation factors

Plot Productivity by Fear/Indifference - Love/Concern

x/y axes

inverse

productivity

mutual vs individual responsibility

love

concern

"too soft"

ignore bad behaviour

allow people to get away with stuff

neglect is not love

commitment low/high not related to love

low commitment leads to permissiveness

logical flaw

agape ~ charity

y

commitment

mutual responsibility (hi love)

compliance (hi fear)

x

fear & indifference vs love & safety

Marc Bless

Drive-driven personality

Scott Ambler (DA)

trust them to get the job done

focus on why and what, the team will focus on how

aligned on the objectives

and support they need

equipment

cross-functional teams

The environment

recognize need for flow

flow of work

psychological

healthy vs unhealthy climate

behaviour is a function of the system, not individuals

e.g. Stanford prison experiment

Give them

supporting structure vs reporting structure

respect for the people

Build projects around motivated individuals

help people grow

intrinsic motivation is stronger

find passionate people who love their jobs

Principle 4

Business people and developers must work together

Business people and developers must work together daily throughout the duration of the project

requirements will be wrong and assumptions will become invalidated

look where you are going

e.g. riding a bicycle around the block to get ice cream

we learn more

the situation changes

we have to be able to get answers from the business (product) people

2 minute rule for questions

teams are expensive

Daily

awareness of and connection to business value to the company

PO must be available every day

Must work together

no silos

Developers

includes designers, BAs, testers, etc.

whoever creates the solution

Business people

customer-on-site

Product-centric, not implementation centric

Principle 3

Deliver working software frequently

Deliver working software frequently, from a couple of weeks to a couple of months, with a preference for shorter scale

with a preference for shorter scale

path for improvement

from a couple of weeks to a couple of months

short iterations

easy to plan

easy to pivot

manageable

small batches

from Lean

frequently

feedback

course corrections

working software

confirm that there is a problem that is solved

tangible value, not paperwork

Deliver

commitment and courage

have something finished

concrete feedback

small OODA loop

Principle 2

Welcome changing requirements

Welcome changing requirements, even late in development. Agile processes harness change for the customer's competitive advantage.

we don't know what we want: we need to refine it as we go

we shouldn't keep on doing something if we find out that it is wrong

need constant feedback

any impediment in the way of getting the feedback will be detrimental

trust

gives rise to contractual issues

traditional change management == change prevention

agile change management

requirements change like the Product Backlog changes

Backlogs are always changing

Agile processes harness change for the customer's competitive advantage

understanding of what is valuable is required

value drives everything, not schedule

excessive focus on schedule ignores human factors

awareness of the business value of work items

constant connection and understanding of the customer

who is the customer?

user of product

PO is voice of customer

even late in development

incremental vertical slices prioritized by value

last responsible moment

changing requirements

flux

reality changes

Red Queen

accept change in every aspect of work

Welcome

it's not "accept" or "acknowledge"

openness and calm

Principle 1

Deliver early and often to satisfy the customer

Our highest priority is to satisfy the customer through early and continuous delivery of valuable software

dissect

valuable software

value defined by customer (or PO) who prioritizes work by value

continuous delivery

swarm

better to deliver frequently than in batches

WIP limit

Little's Law

e.g. one today and one tomorrow or two tomorrow

get constant feedback

maintain relationship

early delivery

quick feedback

the customer

the user of the product

voice of the customer is represented by PO

what type of support department would best solve the customers' problems in the long and short term?

satisfy

acceptance tests

definition of done

highest priority

understand the principal way we bring value

Our

we are a cross-functional team

for CS

CS knows best what customers want

deliver value continuously

no one gets to say "it won't work here" - Jez Humble

architecture

strategy

leadership

culture

blameless

people are trustworthy and have good judgement

the problems are almost never in technical knowledge or in ability to do strategic planning

speed of trust

eBay

consider two children (bet on the future of one of two kids)

product of apathy and dysfunction

raised in a solid, loving home

consider two children

the key is not access to knowledge and resources

it's health of the environment

the problems are in organizational health

see Just Culture by Sidney Dekker

"you can't adequately design anything without in-code experimentation and implementation"

Bob Galen

No more single wringable neck

is this related to blameless?

"They are all chickens", Melissa Perri

Developer who managed to delete prod DB on the first day, and got fired for it

Incident at Delta Airlines

wheel fell off of a 737 because the bearing was for a 757

cause?

the old approach would be to punish individual workers

the process produced a defect

0.003/inch difference

We tend to ask wrong questions. They are too general, and it is wrong to expect simple and direct answers. Instead, armed with patience and purpose, we can ask more specific and simple questions that can be empirically verified (although empiricism is sometimes a fad), and use the verified responses to plot a course that stakeholders can have more confidence in.

Is there an organizational equivalent of self-regulation or willpower that is necessary to delay gratification for tasks such as implementing TDD?

Is there a similarity to gambling

a solid measure of code quality

offers a working code guarantee

akrasia

higher order volition

willpower to delay gratification

immediate satisfaction vs preparation

self-regulation

second order desires

Est-ce que le TDD augmente la vitesse de développement ?

DDOs end up acting according to the Agile Manifesto principles

sorties in Afghanistan

improved after instituting a daily meeting with squadron commander stating (among other things) what mistakes he made

Blue Angels debrief after every performance with the "boss pilot" stating

how he contributed to the problems

what went wrong

what went well

safety

transparency

push down authority

retros & standups

Immunity to Change

based on Lisa Lahey and Robert Kegan

ITC map

people don't like change, they need change

immune system rejects transplants

when diagnosed with life threatening heart disease 100% agree to change their lifestyle (which would cure them), only 13% do (1 in 7)

4 Stages of Psychological Safety

Contributor Safety

Airplane pilots in WW2 were allowed to choose whom they fly with because they died so often

embrace accountability

Otto Sharmer

Organized irresponsibility

nothing can stop this team from moving towards excellence

in delivering the best product and the best value for the customer

quantitative (performance) accountability

behavioural accountability

leading indicator

long before quantitative results are seen

hold people accountable out of love

help each other improve

Responsibility Process

pick one: obedience or engagement

remember a time when you were completely in charge of your next steps forward

reproduce it

space between stimulus and response

Victor Frankl

process

steps

denial

blame

justify

weather/culture/economy

shame/guilt

obligation

procrastination is side effect of obligation

trapped

responsibility

saying "no"

I am free, powerful, and at choice

place of power

access to all the probabilistic reasoning

generative mental state

a greater want

pre-responsibility stages have very simple logic

we get stuck

normal process, we all go through it multiple times every day

operates with

confront yourself

awareness

will

intention

be an agent, have agency

like digestive or circulatory system

go to our defensive/resistent mind

mental pattern that we repeat when things go wrong

when you blame the outside world, no progress can be made

adjusting the sails vs blaming the wind

being responsible vs taking responsibility

accountability vs responsibility

overcome angst, frustration, upset

self-awareness

"first step"

Emotional Intelligence

came out of

research program in 1991

studies on personal responsibility in teamwork

ownership to each other on a team

Commitment in Scrum

Scrum 2020

3 commitments

Definition of Done

Sprint Goal

Product Goal

we have rights so that we can fulfill our responsibilities

I must give you the space so that you could make your contribution autonomously

intrinsic drivers

we have authority so that we can do our jobs

increase local autonomy

built-in support

Retrospective

continuous improvement

Standups

commitment to each other

commitment to transparency

DoD

source of authority

dedication to doing our best

commit to the success of the team

commit to fulfill SG

commit to be professionals

commitment to quality & continuous improvement

commitment == resolve

distinction between commitment and its evil twin compliance

see Peter Senge

in regards to selected work, it's a forecast

"...recognize the inherent uncertainty in building software of any real value and complexity"

forecast, not commit to deliver specific work items

cannot hold developers accountable for things outside of their control

easy scapegoat

scope may be renegotiated

priorities may change

What's your process to change your process?

teams solve complex problems

by analyzing and coming up with a unique solution

the same approach should be applied to the development of the team itself

processes crystallize and become non agile

ruthlessly deliver value in short increments

from hero culture towards team culture

what are the forces that put in place and maintain hero culture

we are built to maximize success of what we are responsible for

“How to build successful products by prioritizing team happiness above everything else” by Rian Van Der Merwe
pain
trust blockers

you don't need a boss telling you what you are doing wrong all the time

from Jerry Weinberg

you just learn to not be seen

a manager decides what needs to be done, and someone else will be held accountable for doing it

Esther Derby?

not as a peer to peer decision

Scrum exposes the gap between current state & desired state
points to areas that need improvement
Scrum Repair Guide
Antifragility
how does it relate to criticality
weightlifting vs car

cat & dishwashing machine

no failure, only feedback
vaccines are robust, but in the right direction
agile development
fail fast

don't

learn error & develop bad coding habits

accept invalid requests

ignore missing environment variables or configuration

swallow exceptions

safe to fail

TDD, CI, etc.

fewer bugs go into production

expose issues quickly and visibly

Agile culture

reduce uncertainty and variability

worse options

fail silently

workaround

delay failure

there will always be bugs & design flaws

fail early, fail often

light distraction
forest fires
hormesis

phenomenon when small exposure to a destructive agent brings benefits and strengthens the whole system

hormetic response

the turkey problem

are we a turkey?

butcher feeds turkey

from turkey's standpoint the reversal of butcher's behaviour is a black swan event

some perspectives have black swan cohfusions

not for the butcher

statistically each day the certainty that butcher loves feeding turkey grows

fragility

overprotective parents

monoculture

we state in our rule book that discrimination is bad, so we did our part, there is no discrimination

our website will never be hacked, so let's not even talk about it

Fukushima nuclear reactor was built to withstand up to the previously recorded levels of earthquakes

not preparing for the next one, but for the last one

robust

bitcoin only goes up

housing prices only go up

antifragile software manifesto
J-curve model
caterpillar becomes a cocoon before it turns into a butterfly
people get to the bottom of the J, and do another change
turns into a staircase of Ls if we don't wait long enough for change to become adopted

race to the bottom

extract unifying commonalities
Steve Denning
3 laws

network

hierarchies

shouldn't block communication

need someone to strategize

hierarchy of competence

friction/culture clash between the teams and the organization

top management prioritizes bottom line

team prioritizes customer

customer

a customer focused organization

don't sacrifice customer for safety

net promoters goal

how customers perceive they are being responded to

PO

proxy for all customers

voice of the customer

quick feedback loop

feeds the team engagement

autonomy, mastery and purpose

instead of everyone looking at their boss, they look at the customer

like the revolution in astronomy

the earth moves around the sun

can't have a little bit of either one

delighting customer is the new boss

obsession with delivering value to customer

every person should be able to answer

how will this delight the customer?

why am I doing this?

give everyone a clear line of sight to the customer

orient everyone in the organization

team

in principle should coordinate & communicate

managers have a huge role in coordination

in practice not seeing big picture & interactions between teams

Microsoft

now they update once/twice a week

connection to customer

fast feedback

7 million users in user group that will test your new code in 1 day

used to take 3 - 4 years before updates

you will not get real feedback for the code you wrote for 3 - 4 years

statistically ~15% only are passionate

disengaged workforce

small increments

small team

Productivity & Quality

anti-patterns
Anti-Patterns Catalogue
unplanned work == anti-work
code quality
developers make tons of microdecisions

there is more and more decision making power in the hands of developers

design, architecture, etc. choices depend on due diligence of research, etc.

create the environment where they can be trusted

align

best (only?) way to get quality is to go fast

forcing function

similar to art of doing the least work

What is good code?

reusability

what is the percentage of your code that is actually reused?

bad quality code prevents Agile practices & blocks growth of Agile mindset

"walking through tar" (Amitai?)

we read code much more than we write code (GeePaw)

""Never use words like 'Manager', 'Data' or 'Agent' in variable names"

organize, leave affordances to allow for flexibility & further optimization

functional purity (side effects make caching impossible, etc.)

decouple

if there were a program that did more reading (e.g. i/o) than writing, to optimize it we would focus on reading

Code Craftsmanship
Code Patterns

in 1978, 32K program on 32 chips

independent via vtables (polymorphism - containing pointers to functions)

a monolith where a single change offsets the rest, and all chips have to be replaced

monorepo advantages
The Seven Wastes of Software Development

Undeployed Code

Undocumented Code

Untested Code

Unsynchronized Code

Uncoded Documentation

interferes with other work

unintegrated code

untested code

becomes obsolete before finished

solve yesterday's problem

whatever steps achieved become less valuable

Types of waste

Task Switching

Delays

Handoffs

Relearning

Extra Features

Partially Done Work

Externalized quality assurance is a pathology of non-agile practice, and can lead to unnecessary delay and waste.

Dev(Sec)Ops

vulnerability is a form of a defect, falls on QA

security should be built in, not bolted on

external & internal quality
who is the user?

what is the user interface

code

imagine using a complex website where instead of interface widgets we use code

developers are the end users of the code, and of each others' work

Amitai

website

developer

codebase

clean codebase can make a developer a lot more productive

website visitor

UI & UX of website

well thought out interface can make conversions faster

internal

optimize for

reading more code

writing more code

Theory X?

"ugly code"

reduces productivity

internal (code) quality increases productivity

Engineer eXperience

external

User eXperience

cutting corners possible with external quality

quality vs quantity
value and work

being paid for outcomes, not volume of work

requires value based thinking

delivering watermelons

green on the outside red inside

programmers aren't paid for time at the keyboard

if yesterday's code is lost it takes about 40 minutes to type it up by memory

their work involves research, testing, prototyping, envisioning, and collaborating

imagine a manager being paid by the number of new policies/meetings/documents

2 types (perspectives?) of problems

insight problem

insights per hour

how fast can I think of an idea & add it to the code?

move problem

cornercutting foundational to solving the "move problem"

"move that coal over there"

discussion with devs on quality vs deadlines

talking about it in a removed, hypothetical manner

because they don't see it happening

what can be done to satisfy impatient clients and have high quality

chapters

continuously improve

measure current levels of expertise

make stronger chapters

different types of wireframing

training

reusable modules

modularization, encapsulation

TDD

clear NFRs

better communication with clients/devs

culture, mindset

microservices

automated testing

"clients will walk away if we don't offer something super early"

they will always sacrifice quality if it's not measured

"false opposition" GeePaw Hill
High WIP

partially done work

overpromising

similar to unsound investments

short term positive impact

leads to underperformance

what can go wrong when WIP is low?

Statistical Quality Management
Quality begins in the boardroom, Deming

Teams can only achieve what we allow them to achieve

Deming

Out of Crisis

Essential Deming

Sprint Duration
the part of the car that allows you to go fast the most is the brakes
The Iron Triangle
iron triangle (triple constraint)

3 sides

Schedule

Cost

Scope

Waterfall

Putting projects before teams, missing the importance of stable long-lived teams

schedules

trade-offs

resources

Agile

always the same quality

more efficient through trust and continuity

flexible

scope

fixed

cost (resources)

time (schedule)

consistent cadence

iterations

doing the same work (same specs) with the same team should take the same amount of time

requirements

caveats
upfront design serves to achieve consensus between stakeholders

could it be that BDUF is the reflection of the lack of trust and consensus?

Natural Spin

clients pay for value, not estimates, but estimates can secure bids

in order to organize we learned to overlook leaders' flaws

As humans we learned to overlook flaws of our ingroup in order to organize. Is this type of #bias preventing us from making good #estimates?

estimates consist of two parts - actual work, and organizational preparedness

we are bad at estimating dysfunction of our organization because we always spin, we have to

hard to test

specify what the system does, not what it doesn't do

Estimates
3 parts

essential complications

intrinsic cognitive load

accidental complications

extraneous cognitive load

usually padded

hard to estimate

actual work

germane cognitive load

ideal time

estimation as hypothesis

requirements are guesses to experiment on

Hypothesis Driven Development

When CS becomes bazaar haggling we lose precision of science

farmer's almanac vs weather radar

an estimate is not a number, it's a distribution
estimation issues

Planning fallacy

Optimism bias

stronger for negative events

the valence effect

Pollyanna principle

pleasing and agreeable information is remembered more precisely

overly optimistic bad for survival

reduced coding of undesirable information about the future

e.g. it won't happen to me

Hofstadter's law

It always takes longer than you expect, even when you account for this

Consensus forecast

use different methodologies to arrive at an estimate

Base rate fallacy

reference class forecasting

disregard of distributional information

everyone is special

highest source of error

remedy with "outside view"

use distributional information from previous similar ventures

caused by "inside view"

focus on specifics instead of similar ventures

tendency to

overestimate

certainty

benefits of the plan

safety, etc.

underestimate

costs

completion times

human judgement (e.g. estimates)

insufficient consideration of distributional information about outcomes

i.e. betting on a "nanochance"

overconfident

overly optimistic

from

Amos Tversky

Daniel Kahneman

guidelines
making requirements too detailed implies that the people who implement it lack understanding
reduce risk

if something is not clear, make that visible

by being as clear as possible

use Natural Language Processing

comparative deletions

e.g. more efficient

negative requirements

vagueness

viewing stories as problems to be solved

problem centric user stories

vs action-centric

allow the team to solve problems

and let them keep the credit

increase focus on the what, not the how

risks

building the wrong thing

PO less in control

find solution together with team

careful to not make everything look like bugfixing

question

what does our backlog look like?

identifying problem

remove obstacles

what's hindering a benefit of something?

examples

buy a car vs get to work

lose weight vs fit into pants

makes acceptance criteria more clear

Release Planning
Meta-Cast episode
a 3 month technology lookahead

in 1 month we will start working with this technology

glue stories

4 types of work

infrastructure

regression testing

unless we have automated tests

up to 30%

materials
21 top tips for writing an exceptionally clear requirements document
Carnegie-Melon study

68%-70% in the requirements phase

>80% errors happen in the initial stages i.e. requirements & design

User Story Mapping
shared documents aren't shared understanding
Agile "create WBS" process

smaller batch size

fewer handoffs

Story Map is not binding

refinement, Sprint Planning

cycles faster because authority to make changes is pushed to the trenches

no separate scope or SOW document necessary

Wardley (Value Chain) Mapping

10 steps

process of story mapping from Jeff Patton

cakewrecks.com

Story map example of getting ready in the morning (2 minutes)

what is the MVP of getting ready for work/school in the morning?

Jeff Patton walking through a story map
User journeys (scenarios of usage)
Essentials of Agile User Story Mapping at Twitter
Mastering Business Analysis podcast episode 81 with David Hussman

the dude

Cardboard
User Story Mapping in Trello

Jira add-on

Trello Example

User Stories
outcomes vs outputs

why?

requirements should be written from the perspective of the customer

implementing a solution or solving a problem?

requirements must not be prescriptive

there are many other ways to authenticate (e.g. SSO)

a login form by itself is not valuable

customers do not pay for login forms, they pay for secure access to their data

Examples of the same User Story

three

As a user, I want to log in, so that I can access my data.

focus on value

two

As a user, I want to enter my credentials, so I can log in.

focus on activity

one

As UserAPI, I want to receive the user's credentials, so that the user can be authenticated

focus on internal process

Defects

aberration from acceptance criteria

conditions of satisfaction not met

types of defects

in-house

escaped

caused by requirements

are bugfixes stories

defects are different from user stories

Another perspective: there is always uncertainty in User Stories

an overconfident manager might think that there is less uncertainty in User Stories because users know what they want

trivial or fully unknown

can't estimate alongside regular User Stories

distinguish from stories to track number of bugs?

they have story points

stories are operating systems of our mind

As Agile Coach I want to build and maintain a happy and healthy organization so that people can grow both personally and professionally

wouldn't work with "resource"

Unarticulated Needs

IDEO's Design Thinking

Are Use Cases Anti-Agile?

what about BDD scenarios

3Cs

confirmation

brief

fits on back of index card

conditions for satisfaction

conversation

card

Stories vs [sub]Tasks

Agile-Lean clash

having assignments reduces collaboration between team members

how about tasking out in real time?

digging into the how

JIT

self-management

teammates may decide to switch tasks depending on

learning

experience

capacity

in Kanban there is no Sprint timebox

no need to convert to hours

impairs the pull next item approach

by tasking out in hours we create a mini-Gantt chart

Which User Stories to drop mid-sprint

the ones that have most hours on tasks

Sprint Planning

Once the who is determined, the how long becomes available

time constraints affect the SG

from complex to complicated/simple

creating

Tasks

known knowns and known unknowns

how long?

the who

the how

relative size estimation

the what

requirements exploration

scenarios

narrative

points

hours vs story points

counting hours is like counting lines of code

Story Splitting Patterns

splitting stories

plane parts made in cardboard to see if they can be transported easily along the turns on the factory floor

car prototype made in plastic to deliver optimal wind resistance

SPIDR

Sprint Backlog

Team owns Sprint Backlog

it is there for the team, not the customer

a team should not have to look at multiple boards

WIP is per team, not customer/project

the board is meant to help manage the team's time and tasks, not to request features and report bugs

they use it to coordinate their work to reach Sprint Goal

valuable visual tool

anchor stories

turn upside down - normal distribution

probability distribution

bell curve

bucket with one big rock

Product Backlog

backlog size = 3 x team's velocity

depending on the industry?

leadership hands objectives to the team

problems they are trying to solve

the team (with PO) decomposes the objectives into stories

65% of PBIs are never built or never used by customers

Jeff Sutherland

sequenced in time

milestones

timeline

wbs

testing

quality

risk loaded

WBS for agile projects

more than a prioritized list of requirements

DEEP Product Backlog

Prioritized

Emergent

Estimated

Detailed Appropriately

Task Independence

Central Limit Theorem

The sum of a number of independent samples from any distribution is approximately normally distributed

Job Stories

misunderstood examples

the actor in the User Story must be the user, not the service provider

jobs-to-be-done

Choice set

Catalysts

Constraints

Unmet Desires

organizational alignment

Predictability (Leading Agile)
what gets in the way

nobody asks the question "does chess work?"

it's not a game of chess if you change the rules (or drop them)

we choose to try and become Agile because of the outcomes that it will bring

you will not have the experience and the outcomes of a game of chess if you change key characteristics

a basis of Systems Theory is that the whole is greater than sum of its parts

aligned and empowered teams

emergent qualities of a team

difficulty saying "no"

unempowered team

what to do?

science of Agile

a matheme

tension between need and desire? and the request?

balance between risk and uncertainty

balance between predictability and creativity

lowest common denominator

see the Spotify drawing on alignment

marching soldiers vs improv troupe

manage scope to converge on the outcomes that we want

we vary the scope to maximize outcomes

fixing time and cost on these 2-week intervals

while constantly negotiating with the PO to maximize value

that will cause velocity to stabilize

2 ways

negotiate with PO (every 2 weeks or less) the Acceptance Criteria on each User Story

leave out things that are less vaulable

maximize amount of work not done

when we leave Sprint Planning the PO has a good idea of what they will get

PO prioritizes backlog

because the focus is on outcomes and not on utilization or individual work packages

all team members must know how their work contributes

predictability is not about following requirements

it's about achieving the desired outcomes through

using the requirements as guardrails

responding to change

negotiating the scope and requirements

we know that our planning horizon is

12 week Release

2 weeks Sprint

gives us cost

get a predictable throughput

the organization needs a reliable system

hope as strategy does not build trust

the team becomes untrustworthy

just say "no"

unrealistic hopes

do not overcommit

start telegraphing to the organization

where we will be and when

establish stable velocity

negotiating with PO

use Sprint Planning to tune

start being predictable

I am making Sprint commitments over time

INVEST model

I know the velocity of my team

I can start to stabilize the velocity over time

I know the size of my backlog

prerequisite

if you want the team to be predictable you need to create the context for them to flourish

soup from a stone

you can't drive stick like it was automatic

cross-functional team of T-shaped people

capable of delivering an increment every 2 weeks

ability to make commitments

iron triangle

orgs want all 3

the truth is somewhere in the middle

traditional PM gives you the illusion of certainty

on some level we know that it will always be wrong

but for a period of time we have

because someone made us a promise

shifted the weight of responsibility onto someone who says "yes"

abdicated responsibility

plausible peace of mind

sometimes Agile says that none are fixed

Scaling
executives can very well have a proper vision and a set of goals, but it breaks down when it comes to projects

because people on delivery/product teams are not aligned, not participating it all dies right there

coordinate multiple teams

SAFe

PI timebox 8-12 weeks

Scrum of Scrums

Agile Release Train

teams power the train

train carries cargo -- new features

each train has a known velocity

each train delivers increment every 2 weeks

ART aligns teams to a common mission, and helps to manage risk and variability of solution development

Sprint Planning 1 and 2

first with representatives of all teams

scrum
empirical process control + lean (measure + trust)
Milosevic & Srivannaboon
financial metrics do not properly reflect the value of intangible assets
ideas, patents, etc.

strategy map

fractaling out through the organization

connect strategic objectives to customer objectives

start at the top, and make all departments have balanced scorecard downward

four dimensions

Instruments
Alistair Cockburn

Collaborate, Deliver, Verify, Improve

similar to PDCA

Change Canvas
Standish Group
McKinsey 7-S framework

podcast

by Tom Peters & Robert Waterman

Turner & Crawford
McKinsey Three Horizons Model

The 3 Horizons

Innovation Sandbox

refine set of offers by understanding the problem space

use business models to identify solutions

test assumptions

identify plausible offers

Horizon 2

Opportunities discovered through experimentation for Horizon 3

ready business to make these Horizon 1 revenue generatorrs

Horizon 3

Portfolio must include offerings to meet future customer need

future business exploration

learn future needs through lean experiment cycle

Horizon 1

Optimization of current business through interaction (alignment) with customer

Iterative & Incremental Techniques (Agile)

Escape Velocity by Geoffrey Moore

Kotter's 8 Steps

Institute Change

Create sense of urgency

ebook

True North & Mother Strategies

Review progress on mother strategies towards True North every quarter

quarterly steering

guide day-to-day work

Rocks

Bucket filling instructions

Fourth, put in water

Third, put in sand

Second, put in pebbles

First, put in rocks

from Mastering the Rockefeller Habits

Mother Strategies

Focus areas that will help us approach the True North

True North

guides decision making

Single Goal

Getting the Right Things Done by Pascal Dennis

elevator pitch
success

achieving a good fit with the environment

closing gap with the desired state

approach

local goals and gaps

authority goes to the information

aligned agents (teams/individuals)

identify local gaps based on their goals

4 Disciplines of Execution
disciplines

Create a cadence of accountability

what can I do to make the biggest impact on the scoreboard

personal promise

and next week

team meetings where team members hold each other accountable

Keep a compelling scoreboard

designed for and by players

emotional engagement

Follow Lead Measures

leading indicators

Focus on what's important

Narrow your work to what you want to significantly improve

WIG (wildly important goal)

make sure your people are playing a game they can win
Change management
organizations are like a fat guy on a couch that wants to run a marathon

or a psychotic guy or an anorexic

it's like being a therapist

how do we get them in shape is what Agile Coach does

Mike Cottmeyer

Larman's Laws of Organizational Behavior

5. Culture follows structure.

4. As a corollary to (1), if after changing the change some managers and single-specialists are still displaced, they become “coaches/trainers” for the change, frequently reinforcing (2) and (3).

3. As a corollary to (1), any change initiative will be derided as “purist”, “theoretical”, “revolutionary”, "religion", and “needing pragmatic customization for local concerns” — which deflects from addressing weaknesses and manager/specialist status quo.

2. As a corollary to (1), any change initiative will be reduced to redefining or overloading the new terminology to mean basically the same as status quo.

1. Organizations are implicitly optimized to avoid changing the status quo middle- and first-level manager and “specialist” positions & power structures.

We aren't adding more work, we are creating an executive alignment as to what work we want to do

how about

and that work is a lot more exciting & meaningful than rote bug fixing because it requires creativity, hones mastery, and connects us to the outcomes

use existing rituals to introduce new principles

look for previous successes and distinguish agile patterns

e.g. meetings that already happen

otherwise it could be seen as extra work

Change Graph

reaction to change depending on set of beliefs

immovables

movables

movers

Synergy/Antagonism

from Jason Little

Agile Pipeline
iterative vs incremental

when incrementing only the final product is not evolving

make safe mistakes quickly

cheap to fail, quick to learn

evolution is iterative because it learns from mistakes

Wright Brothers didn't 3D print the first flying plane

from PMI-ACP training
3 horizons

execution

current sprint

maturation

acceptance criteria

story mapping

~2 sprints ahead

ideation

prototypes

epics and features

4+ sprints ahead

formulation of strategy towards execution of strategy
~We don't go Agile just to go Agile. We do it to achieve a set of organizational goals, and execute a business strategy.
Principle of Alignment: There is more value created with overall alignment than with local excellence.

—Don Reinertsen

alignment is the result of successful execution of strategy

Saying "Yes" to everything is not a strategy

Eric Willeke

When every person in company is working towards these goals, they can be trusted to not pick the wrong kind of work

Every activity must go through the test of alignment to our business goals

Some work may not be promoting our business goals

strategy formulation must be based on facts

continuous dialogue

stage gates

balanced scorecard

focus on delivering stories or delivering features

multiple POs

a feature might be only 70% - 80% completed

e.g. measuring call duration instead of quality of service in a call centre

Program Board in SAFe

program level vs team level

developers make strategy into reality

developers must understand the strategy

where the rubber hits the road

same as DevOps?
partner with HR
along departments in org

Employee advocacy

Talent management

Recruitment marketing

Payroll

moving motivators address Autonomy, Mastery, & Purpose
each change to be reinforced with

ADKAR

Reinforcement

Ability

Knowledge

Desire

Awareness

Kotter 8 steps

Institute change

Sustain acceleration

Generate short term wins

Enable action by removing barriers

Enlist a volunteer army

Form a strategic vision and initiatives

Build a guiding coalition

Create a sense of urgency

Identify areas/dimensions along which to work
map processes and needs

outline what we are doing to

support each need/process

empirical process control

Adaptation

Transparency

psych safety

information radiators

Inspection

needs/motivators/values

Autonomy

delegation boards

say in the matter

consulted when decisions are made

career path

ownership

empowerment

find another word?

Mastery

visible progress

invite consultants

webinars

learning log

pay for courses & certifications

Purpose

how do we make the world a better place?

family

needs

future state

systems thinking

filling a lack

processes

"meet them where they are at"

emergent

complexity theory

incremental

Pass information not instructions
e.g. parking

show distance, let the driver make his own decisions

"This is how they park 500,000 pound airliners on a dime"

David Marquet
factors
everyone must understand what is business value for the work
mixing up levels of the DIKW pyramid

DIKW Pyramid

Knowledge Management Cognitive Pyramid from US Army

Biggest mistakes that product managers make

Rian van der Merwe

2 ways to get better

unlearn bad habits

learn new things

Frameworks

Maturity Models vs Capability Models
Capability Models

connect to a business outcome

capability to do something

promote safety by

acknowledging that continuous learning makes everyone a beginner

emphasize continuous learning and growth

recognize changing circumstances

different senses of "Maturity"

legacy/old

a medal earned: no need to keep on trying

not quite fair because this could be said about Best Fit models as well (e.g. Agile Fluency)

aligned and stable to benefit from experimentation

Zachman Framework (reification)
Zachman Cube

additional dimension allows for 5 perspectives

e.g. owner/designer/builder

schema format

table

reification transformations

Instantiation

Functioning

Configuration

Detailed

Specification

Physical

Representation

Logical

Definition

Conceptual

Identification

Scope Model

Contextual

primitive interrogatives

Motivation (Why)

Time (When)

People (Who)

Network (Where)

Function (How)

Data (What)

a classification schema for an ontology of Enterprise Architecture
enterprise architecture framework

diagram

Agile frameworks
Their marketing strategy conceals the real picture, trying to reduce change to a repeatable process.

e.g.

Mature teams do not need the same lifecycles as new teams

DA accounts for that

they spent a lot of time, money and energy trying to get this right; it's been field tested with tens of thousands of teams, and now it is offered to us for free
startup@scale Transformation Framework
RAGE
Recipes for Agile Governance in the Enterprise
Holacracy
Governance
Tactical

full video

Agility Scales
Modern Agile
Spotify
Spotify engineering culture

Part 2

Part 1

Spotify vs Fitbit

There are Spotify detractors and not flexibility came at a cost to efficiency, but Spotify still outperformed Fitbit

Since Spotify, Spotify adopted SAFe?

Marty Kagan

XP
DSDM
FAST Agile
GROWS Method
Practices Map by Stage
Tracer Bullet Development

do a full thin slice

similar to walking skeleton

from Pragmatic Programmer

SAFe 4.5
Business agility

more than mere Agile teams in IT

new in 4.5

recreate startup attitudes in a mature organization

DevOps

not a person

pipeline

SAFe Distilled has the same info, even though it's sometimes called 4.0
LeSS
Disciplined Agile
maturity model

start with SAFe (waterfall compatible), evolve to LeSS

e.g. start w/Scrum, evolve to Lean

decision process framework
The Flow Framework
book
Mik Kersten
in the product mindset the focus is on helping the team acquire skills and master the fields needed to build a better product in the longer term

product management is a process of exploration, discovery, and growth

project vs product infographic

interview on Agile Uprising

mentioned on Agile Amped

projecttoproduct.org

Transformations

Transformation Dimensions
KPIs, Outcomes, Metrics
Transformation Paths
Roadmap

5th focus

identify quick wins

KPIs

Changes Canvas/Board

Define Scope

Business Case for changes that we are going to be making

KPIs, Outcomes, Activities

from CA

Agile Transformation Roadmap from CA
Presentation slides
Transformation Planning Cards
Agile Fluency Model
Path to Agile Fluency -- Fit to Purspose
A Brief Guide to Success with Agile
Peter Block
The answer to How is Yes
Transformation comes more from pursuing profound questions than seeking practical answers.
Deloitte's transformation