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by Kara Kowert & Brad Appleton
18 August 2020
About the Presenters
● Agile Coach at Discover (2019-present)
● Former Scrum Master/Coach at Capital
One (6 years)
● Certifications: SAFe 4.0 Advanced
SM/Agilist/RTE; ICP-ACC/ATF; Scrum
Alliance CSM
● Co-founder of the Suburban Agilists
Meetup
● Agile/DevOps Leader & Coach
● Leading Agile adoption & scaling for
teams and organizations since 2000.
● ALM/SCM/DevOps Solution Architect
● Publications
» Software Configuration Management
Patterns (Addison-Wesley, 2002)
» Agile CM Environments column & blog
(AgileConnection & CMCrossRoads, 2003-2014)
Suburban Agilists – 18 August 2020 2
Kara Kowert
Agile Coach
<karakowert@discover.com>
Brad Appleton
Agile/DevOps Leader
<brad@bradapp.net>
Outline & Contents
1. What is Emotional Intelligence (EQ)? [10min]
 Emotional Intelligence (EQ) Defined
 Domains & Competencies of Emotional Intelligence (EQ)
 Self-Assessment Activity [5min]
2. What is the Role of EQ in Agile Leadership? [10min]
 Trust & Psychological Safety
 Servant Leadership
 Agile Coaching
3. What is the Role of EQ in Agile Transformation? [10min]
 Transformational Leadership
 Change & Transformation Models
 The Change Curves (Kubler-Ross, S-Curve, Hype Cycle)
4. Coaching for EQ – Activity & Key Take-aways [20min]
5. Q&A and Concluding Thoughts [5-10min]
6. References & Additional Materials
Suburban Agilists – 18 August 2020 3
Emotional Intelligence
Suburban Agilists – 18 August 2020 4
What is Emotional Intelligence (EQ)?
“The ability to recognize, understand and manage
emotions in ourselves and others.”
Suburban Agilists – 18 August 2020 5
Goleman’s Emotional Intelligence Model (2002)
SELF SOCIAL
RECOGNITIONREGULATION
» Often measured (or abbreviated)
as EQ (Emotional Quotient)
EQ is divided into four areas
(or domains):
1. Self-Awareness
2. Social Awareness
3. Self-Management
4. Relationship Management
[some also add internal motivation]
Understanding Emotional Intelligence (EQ)
Suburban Agilists – 18 August 2020 6
RECOGNITION
Who I am
REGULATION
What I do
Relationship
Management
The proficiency in managing
relationships, building
networks and the ability to
find common ground and
build rapport.
Self-Awareness
The ability to recognise and
understand their own
moods, emotions and drives
as well as their effect on
others;
Self Management
The ability to control or redirect
disruptive impulses, moods &
think before acting; The
passion to work for reasons
beyond money/status and the
propensity to pursue goals with
energy and persistence;
Social-Awareness
The ability to understand
the emotional makeup of
other people, and skill in
treating people according
to their emotional reactions
(empathy);
Awareness
Management
Self
Social
SELF SOCIAL
AwarenessAction
How we manage
ourselves
How we handle
relationships
Source: medium.com/@vidyangispatil/snippet-five-compulsive-traits-of-impactful-leaders-a500c7ec7725
EQ Competencies (per domain)
Suburban Agilists – 18 August 2020 7
RECOGNITION
Who I am
REGULATION
What I do
Relationship
Management
 Inspirational Leadership
 Developing Others
 Influence & Communication
 Change Catalyst
 Conflict Management
 Building Bonds
 Teamwork & Collaboration
Self-Awareness
 Emotional Self-
Awareness
 Accurate Self-Appraisal
 Self Confidence
Self Management
 Self Control
 Transparency
 Adaptability
 Achievement Drive
 Initiative
 Optimism
Social-Awareness
 Empathy
 Organizational
Awareness
 Service Orientation
Awareness
Management
Self
Social
SELF SOCIAL
AwarenessAction
How we manage
ourselves
How we handle
relationships
Source: medium.com/@vidyangispatil/snippet-five-compulsive-traits-of-impactful-leaders-a500c7ec7725
Self-assessment Activity
Suburban Agilists – 18 August 2020 8
Let’s take a few minutes to complete a fun, non-scientific, self-assessment.
Visit this link: globalleadershipfoundation.com/geit/eitest.html#Start
We will set a timebox of 5 minutes. Please don’t overthink your responses
to the questions. You can always retake the test later if you wish to validate
your results.
Once you are done, be sure to select Score Your Test to find out your results
in the 4 key areas.
Please note your score for each of the 4 domains:
● Self-Awareness
● Self-Management
● Social Awareness
● Relationship Management
How did you do? Were you surprised at the results?
Suburban Agilists – 18 August 2020 9
EQ in Agile Leadership
Leadership
Coaching
Emotional
Intelligence
Engagement Development
Trans-
formation
Aware-
ness
Individual Collective
InteriorExterior
Intentional Cultural
Behavioral Systems
Intention
Action
Self
Social
EQ, Trust & Psychological Safety
Psychological Safety is the belief that you can be vocal & vulnerable
without losing respect or self-esteem. It exists when you are unafraid to:
It is similar to Trust, but different, as follows:
Suburban Agilists – 18 August 2020 10
EQ “CIRCLE OF TRUST”
Ask Questions
Make Mistakes
Be Yourself
Disagree
Raise Problems
Take Risks
Sources: scienceforwork.com/blog/psychological-safety and slideshare.net/JoshuaKerievsky/high-performance-via-psychological-safety
Integral Trust & Psychological Safety
Suburban Agilists – 18 August 2020 11
Individual Collective
(Intra) Personal Interpersonal
Intention
Action
Self
Social
Psychological
Safety & Trust
Collaboration
Trust/Safety to:
 Engage & Interact
(Unconstrained)
 Have Mutual Access
 Maintain Open Dialogue
 Constructive Debate
 Explore, Experiment
 Make Mistakes & Learn
 Create & Innovate
Failure & Learning
Trust/Safety to:
 Challenge Status Quo
 Speak Up+Out
 Identify Problems/Changes
Questioning
Trust/Safety to:
 Know & Feel Valued
 Include others regardless
of title or position
 Open to others’ ideas &
experiences
Inclusive
Communication
Interior
Exterior
SubjectiveObjective
EQ and Servant Leadership
Suburban Agilists – 18 August 2020 12
Source: businessperspectives.org/images/pdf/applications/publishing/templates/article/assets/7854/BBS_en_2016_03_Mukonoweshuro.pdf
Servant Leadership/Emotional Intelligence Model
Emotional Intelligence
ServantLeadership
HIGH
LOW
LOW HIGH
(Dysfunctional Leadership)
(Collaborative Leadership)
(Constrained Leadership)
(Dysfunctional Leadership)
High SL, Low EQ High SL, High EQ
Low SL, High EQLow SL, Low EQ
Service-Oriented,
Bottled Perspective
Service-Oriented,
Resonant Perspective
Directive-Oriented,
Bottled Perspective
Directive-Oriented,
Resonant Perspective
EQ in Servant Leadership
Suburban Agilists – 18 August 2020 13
LISTENING
HEALING
EMPATHY
CONCEPTUALIZATION
SELF-AWARENESS
PERSUASION
BUILDING
COMMUNITY
EMPLOYEE
GROWTH
FORESIGHT
STEWARDSHIP
Source: www.etechgs.com/servant-leadership-an-ideal-approach-to-enhance-job-satisfaction-in-employees/
Integral EQ & Servant Leadership
Suburban Agilists – 18 August 2020 14
Interior
Exterior
SubjectiveObjective
(Intra) Personal Interpersonal
Intention
Action
Self
Social
Holistic Approach
to Work
Shared Decision-
Making Power
Promote a Sense
of Community Service to Others
Servant
Leadership
LISTENING HEALING
EMPATHY
CONCEPTUALIZATION
SELF-AWARENESS
PERSUASION
BUILDING
COMMUNITY
EMPLOYEE
GROWTH
FORESIGHT
STEWARDSHIP
Individual Collective
EQ in Agile Coaching
Suburban Agilists – 18 August 2020 15
Source: www.linkedin.com/pulse/new-perspective-agile-coaching-competency-framework-kessel-fell/
Integral EQ & Agile Coaching
Suburban Agilists – 18 August 2020 16
Interior
Exterior
SubjectiveObjective
(Intra) Personal Interpersonal
Intention
Action
Self
Social
Teaching
(Shares Knowledge)
Mentoring
(Fosters Growth)
Facilitating
(Guides Solutions)
Coaching
(Inspires Potential)
Agile
CoachingAgile &
Lean
Mindset &
Attitudes
People &
Influence
Technical
Mastery
Business
Mastery Transformation
Mastery
Individual Collective
EQ in Agile Transformation
Suburban Agilists – 18 August 2020 17
“Did you know that an Enchanted Forest
is a place of Transformation?
I have no idea what that means, but I can’t wait to see what it’s gonna do to each one of us!”
The “Enchanted” Agile Forest
Suburban Agilists – 18 August 2020 18
Source: hennyportman.wordpress.com/2016/04/08/how-to-understand-the-forest-of-agile-methods-and-frameworks-how-can-we-see-the-wood-for-the-trees/ :
hennyportman.wordpress.com/2019/11/17/a-birds-eye-view-on-the-agile-forest-article-published-on-pm-world-journal/
Integral Transformational Leadership
Suburban Agilists – 18 August 2020 19
Lead Yourself Lead Others
Interior
Exterior
SubjectiveObjective
(Intra) Personal Interpersonal
Lead by example &
set expectations
Authenticity
Coaching &
empowering
to success
Growth
Inspiring others to
go to new heights.
Creativity
Clarify intentions and
establish shared purpose.
Vision
Intention
Action
Self
Social
Individualized
Consideration
Inspirational
Motivation
Idealized
Influence
Intellectual
Stimulation
Integral EQ & Transformational Leadership
Suburban Agilists – 18 August 2020 20
Lead Yourself Lead OthersIntention
Action
Self
Social
Individualized
Consideration
Inspirational
Motivation
Idealized
Influence
Intellectual
Stimulation
Interior
 Be a role model; set the example
 Be a lifelong learner; gain the
knowledge required for change
 Create an environment of trust &
respect through transparency
 Act with integrity
 Transparent, Authentic Leadership
Authenticity
Lead the Change, Know the Way
Growth
Develop Leaders
 Give personalized support,
coaching & encouragement
 Open lines of communication
 Provide direct recognition of
individual & team contributors
 Exhibit genuine care & concern
 Empathetic, Servant Leadership
Creativity
Decentralize Decision-Making
 Challenge the status quo
 Encourage curiosity, exploration
and experimentation
 Expect relentless improvement
 Measuring and compare results
 Retrospect and pivot/persevere
 Adaptive Leadership
Exterior
Vision
Inspire & align with mission
 Articulate a clear vision & intent
 Evoke passion and motivation to
achieve goals
 Drive organizational alignment
 Invite & include all stakeholders
 Encourage,& engage others
 Inclusive, Charismatic Leadership
EQ & Leadership: Putting it All Together
Suburban Agilists – 18 August 2020 21
Change/
Transformation
Agility
Transformational
Leadership
Servant Leadership
Emotional Intelligence
Trust & Psychological Safety
Intention
Action
Self
Social
InteriorExterior
Individual Collective
Authenticity Growth
CreativityVision
Teaching Mentoring
CoachingFacilitating
Holistic Approach Service to Others
Shared PowerPromote Community
Self-Awareness Social Awareness
Relationship
Management
Self Management
Questioning/
Challenging
Learning/
Failure
CollaborationInclusion/
Communication
Safety & Trust
EQ
Agile & Servant
Leadership
Transformation &
Change Leadership
Individualized
Consideration
Inspirational
Motivation
Idealized
Influence
Intellectual
Stimulation
Transformation/Change Models
Suburban Agilists – 18 August 2020 22
Create the Climate
for change
Engage & Enable
the organization
Implement & Sustain
the change
Lewin Model
Un-
Freeze Change Re-
Freeze
Awareness Desire Knowledge Ability Reinforcement
1. 2. 3. 5.4. 6. 7. 8.
Enlist a
Volunteer
Army
Create a
Sense of
Urgency
Build a
Guiding
Coalition
Form a
Strategic
Vision
Enable Action,
Remove Barriers
Generate
Quick Wins
Sustain
Acceleration
Institutionalize
the Change
Kotter Model
Ending, Losing, Letting
Go
Neutral
Zone
The New
Beginning
Bridges Transition Model
Stage I. Stage II. Stage III.
Change & Adoption Curves
Suburban Agilists – 18 August 2020 23
Hype Cycle & Adoption
Plotted Together
Source: joonique.com/startups
Source: setandbma.wordpress.com
Source: masteringbusinessanalysis.com
EQ, Transformation & Change Curves
Suburban Agilists – 18 August 2020 24
Lewin + Bridges Transition Model
Stage I. Un-Freeze
Ending, Losing, Letting Go
Stage II. Change
Neutral Zone
Stage III. Re-Freeze
The New Beginning
Kübler-Ross + Adoption Cycle + Hype Cycle + Performance + Transformation Curves
Create
Alignment
Maximize
Communication
Spark
Motivation
Develop
Capability
Share
Knowledge
EmotionalResponse
Denial
Depression
Peak of
Inflated
Expectations
Plateau of
Productivity
Innovators
2.5%
Early Adopters
13.5%
Early Majority
34%
Late Majority
34%
Laggards
16%
100%
75%
50%
25%
Traumatic Change & Recovery
3 Stages of Lewin’s Change Model with 3 Stages of Herman’s Trauma Recovery model (2015)
» study.com/academy/lesson/lewins-3-stage-model-of-change-unfreezing-changing-refreezing.html
» the-swsc.com/2020/01/15/revisiting-conceal-dont-feel-what-frozen-2-teaches-about-trauma-and-recovery and
» storygrid.com/heroines-journey/
Suburban Agilists – 18 August 2020 25
Unfreeze (Thaw) Change (Transition) Refreeze (Renewal)
Benefits of Emotional Intelligence/EQ ?
Suburban Agilists – 18 August 2020 26
Coaching Activity [using Mural.co]
Suburban Agilists – 18 August 2020 27
https://app.mural.co/t/karakowert0587/m/karakowert0587/1596064510443/2966f634fbdb5a7c1145ef37e6e218002d2dfb17
Key Take-aways
The way forward requires Emotional Agility, as we all try to …
 Navigate through a global pandemic, and heightened state of civic & social
unrest with unprecedented impact on our lives, livelihoods & communities;
 Disrupt and [digitally] transform ourselves and our enterprises with new
ways of thinking, leading & working.
We must use empathy, transparency, and resilience to build
safety & trust, and to put people first!
 Co-create a path to purposeful & sustainable systemic change in behaviors,
mindset, leaders, structures, values and (of course) culture.
 This is more important than ever right now – not just for our workplace, but
in broader community and global purpose – for recovering and reforming.
It's not just about agility! It's about having humility & humanity
to journey forward together!
Suburban Agilists – 18 August 2020 28
THANK YOU!
Suburban Agilists – 18 August 2020 29
“I still don’t know what Transformation is
But I feel like this forest has changed us all!”
References & Additional Materials
Suburban Agilists – 18 August 2020 30
Some Recommended Books on EQ
Suburban Agilists – 18 August 2020 31
Resources & References
EQ Sites/Training & Articles (also The 15 Most Valueable EQ TED Talks on YouTube)
 GlobalLeadershipFoundation | GolemanEI| 6Seconds.org | TalentSmart | LeaderFactor |
 PositivePsychology EQ | BlueEQ | InternalChange.com/Agile-EQ | EverythingDiSC/Agile-EQ
 Local/Chicago-area: WrightFoundation.org | EQAgileAcademy
 Hacking Emotional Intelligence – a six-blog crash course (Andrew Latona)
 Knowing yourself from the Inside-Out: How to benefit from EQ (Joseph Matter)
 How EQ Can Make Your Team More Agile (TalentSmart) EQ: Knowing yourself Inside-Out (J. Matter)
 Ultimate Guide To EQ – how to be happy & successful in a brain-dead world (Prakhar Verma)
 Why EQ is so important (FacingTheChange.eu) Why EQ Is the Future of Work (Entrepreneurs)
 Economic Development with Purpose–Aligning personal & societal development (Naji Makarem)
Psychological Safety (Free test at fearlessorganization.com)
 How Psychological Safety Actually Works and How to Achieve it at Work (Forbes.com)
 How to Create (Gallup.com) and Engineering a Culture of Psychological Safety (Intercom.com)
 Psychological Safety Toolkit (Ideas-in-Action) and Chasing Psychological Safety (Duena Blomstrom)
 Improve team performance? Ensure psychological safety! (Serious Scrum)
 Psychological Safety and Organizational Culture (Tom Geraghty)
 Architecting Psychological Safe Spaces at your Workplace (Manjunath Nanjaiah)
 Speak-Up Culture: Three steps towards psychological safety with the APE model (EverMood)
 Psychological Safety for Speaking Truth to Power in Self-Organisation? (Evolving Organizations)
Suburban Agilists – 18 August 2020 32
More Resources & References
EQ in Agile Leadership
 12 Dimensions of Agile Leadership (Jonathan Kesselfell) and 100 Leadership Models (HR Trends)
 Psychological Safety, EI, and Leadership in a time of flux (McKinsey)
 Emotional Intelligence: the Foundation of Servant Leadership (Robert Jerus)
 Enhancing Servant Leadership Through Emotional Intelligence (Luke Pivac)
 Transformational Servant Leadership Innovation (Jon Wallace)
 Transformational Leadership? (VeryWellMind) and an Ultimate Guide (Arielle)
 Transformational Leadership & DevOps (DZone) and a QuickStart Guide (ITRevolution)
 The Agile Leader Role during an Agile Transformation (Business2Community)
 The Path Forward Requires Empathy and Transparency In Leadership (CIO.com)
Change Management Models & Transformation
 Understanding the Emotions Accompanying the Change Process (Loren Gill, Human Dynamic)
 Top Ten Change Management Models (CIOPages) and Change Management Models (Daniel Lock)
 What is Integral Philosophy & Integral Theory? (Stéphane Segatori)
 Integral Agile Transformation & Change (Trans4mation.coach)
 Why we need to rethink organizational change management (Forbes.com)
 Structural Agility – Using Structure to Enable Flow of Value (BusinessAgility.Institute)
 Review of Amy Edmondson's “The Fearless Organization” (MAA1)
 Challenges in Organizational Culture and What Drives Team Success? (The P2 Blog)
Suburban Agilists – 18 August 2020 33
Academic References
 Emotional Intelligence Theories Explained (PositivePsychology.com)
 A New Layered Model on Emotional Intelligence (NCBI NLM/NIH, PubMedCentral)
 Emotions and Leadership in Educations & Organizational Institutions (Frontiers in Psychology)
 Influence of Emotional Intelligence & Trust on Servant Leadership (SA Journal of Industrial Psychology)
 Relationship Between Emotional Intelligence & Servant Leadership in Banking (Semantic Scholar)
 Linking Emotional Intelligence with Transformational Leadership (PMC Industrial Psychiatry Journal)
 The Relationship Between EQ and Leadership Style in Educational Leaders (Pepperdine Univ)
 The Role of Servant Leadership and EQ in Managerial Performance (BusinessPerspectives.org)
 Coaching for EQ: Creating Insight, Connection, and Purpose (Journal of Experiential Psychotherapy)
 Improving EQ using Neuro Linguistic Programming techniques (ICABML Conference Proceedings)
 Dimensions of EQ and Transformational Leadership: A Correlation Analysis (IJM&P, Vol 6. No. 2)
 Dimensional Model of Emotional Intelligence, reprinted-with-permission-of-N-Schutte (ResearchGate.net)
 Dimensions of Leader Anger Expression Unveiled: How Anger Intensity and Gender of Leader
and Observer Affect Perceptions of Leadership Effectiveness (Frontiers in Psychology, 03 July 2020)
 How Psychological Safety Affects Team Performance: Mediating Role of Efficacy and Learning
Behavior (Frontiers in Psychology, 24 July 2020)
 Tribal Leadership from an Integral Perspective (Brian McConnell)
 The Four Worlds of Sustainability: Drawing Upon Universal Perspectives (Barrett C. Brown)
Suburban Agilists – 18 August 2020 34
EQ & Coaching Scenarios [from Activity]
Suburban Agilists – 18 August 2020 35
Emotional Intelligence 101
Emotional Intelligence is the capacity to be aware of, control and
express one’s emotions, and to handle interpersonal relationships
judiciously & empathetically.
Scientifically, emotional intelligence is involved in the activities of the brain
regions that process emotion.
Suburban Agilists – 18 August 2020 36
Source: medium.com/the-mission/the-ultimate-guide-to-emotional-intelligence-to-be-happy-and-successful-in-a-brain-dead-world-5d050e316640
Emotional Intelligence Mindmap
Suburban Agilists – 18 August 2020 37
www.mindmapart.com/emotional-intelligence-mind-map-nitya-wakhlu/
Elements of Psychological Safety
Suburban Agilists – 18 August 2020 38
Source: www.leaderfactor.com/psychologicalsafety2 Source: www.leadershipnow.com/leadingblog/2019/01/the_fearless_organization.html
Source: medium.com/@maa1/book-review-the-fearless-organizationSource: medium.com/@kaitlyn.larsen432/components-of-psychological-safety
Establishing Psychological Safety
Suburban Agilists – 18 August 2020 39
Source: cmforagile.blogspot.com/2018/04/importance-of-treating-psychology_22.html Source: switchedontosafety.com/psychological-safety/
Servant Leadership
Suburban Agilists – 18 August 2020 40
Source: twitter.com/Haypsych/status/1021712615729446912
Servant Leadership
Suburban Agilists – 18 August 2020 41
Source: www.stevesilbert.com/2017/11/servant-leadership/
Team Safety, Trust, Learning & Leadership
Suburban Agilists – 18 August 2020 42
Source: www.learninginnovationslab.org/dr-amy-edmondson-team-up-fail-well-learn-fast/
Integral Agile Leadership & Coaching
Suburban Agilists – 18 August 2020 43
Leadership
Coaching
Emotional
Intelligence
Engagement Development
Trans-
formation
Aware-
ness
Source: coachingleaders.co.uk
Sense-Making Intention
Mental
Models
System
Perspectives
Power &
Influence
Shared
Vision
Mindfulness
Dialogue
Spanning
Boundaries
An Agile
Culture
Generate
Learning
Practice
Drivers of Agile Leadership
HorizonsofAgile
OrgRelationPersonal
Source: solutionsiq.com~leadership-effectiveness
Source: sprintagile.com.au
Individual Collective
InteriorExterior
Intentional Cultural
Behavioral Systems
Intention
Action
Self
Social
Source: businessintegral.com/approach/the-integral-model
EQ & Leadership: Putting it All Together
Suburban Agilists – 18 August 2020 44
Intention
Action
Self
Social
InteriorExterior
Individual Collective
Authenticity Growth
CreativityVision
Teaching Mentoring
CoachingFacilitating
Holistic Approach Service to Others
Shared PowerPromote Community
Self-Awareness Social Awareness
Relationship
Management
Self Management
Questioning/
Challenging
Learning/
Failure
CollaborationInclusion/
Communication
Safety & Trust
EQ
Agile & Servant
Leadership
Transformation &
Change Leadership
Individualized
Consideration
Inspirational
Motivation
Idealized
Influence
Intellectual
Stimulation
The Agile Methods Forest
Suburban Agilists – 18 August 2020 45
Source: hennyportman.wordpress.com/2019/11/17/a-birds-eye-view-on-the-agile-forest-article-published-on-pm-world-journal/
A bird’s eye view on the agile forest (Henny Portman)
PM World Journal: Vol. VIII, Issue X – November 2019 (updated version June 2020)
EQ in Agile Transformation
Suburban Agilists – 18 August 2020 46
Source: medium.com/@vishu_7181/agile-leadership-canvas-cultivating-agile-mindset-culture-4022034a030c
EQ and the Change Curve
Suburban Agilists – 18 August 2020 47
Source: masteringbusinessanalysis.com/mba154-change-leadership/ (© Dave Saboe)
Fisher’s Personal Transition Curve
Suburban Agilists – 18 August 2020 48
Getting Comfortable with Being Uncomfortable: Understanding the Emotions Accompanying the Change Process (Loren Gill, Human Dynamic)
Source: www.businessballs.com/freepdfmaterials/fisher-transition-curve-2012bb.pdf
EQ, Adoption & Change Curves
Suburban Agilists – 18 August 2020 49
Create
Alignment
Maximize
Communication
Spark
Motivation
Develop
Capability
Share
Knowledge
EmotionalResponse
Denial
Depression
Peak of
Inflated
Expectations
Plateau of
Productivity
Innovators
2.5%
Early Adopters
13.5%
Early Majority
34%
Late Majority
34%
Laggards
16%
100%
75%
50%
25%
Kübler-Ross + Adoption Cycle + Hype Cycle + Performance Curves
Agile Culture Development Matrix
Suburban Agilists – 18 August 2020 50
Figure 4 Agile Culture Development Matrix (Source: www.agilebusiness.org/agile-culture)

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Emotional Intelligence for Agile Transformation

  • 1. by Kara Kowert & Brad Appleton 18 August 2020
  • 2. About the Presenters ● Agile Coach at Discover (2019-present) ● Former Scrum Master/Coach at Capital One (6 years) ● Certifications: SAFe 4.0 Advanced SM/Agilist/RTE; ICP-ACC/ATF; Scrum Alliance CSM ● Co-founder of the Suburban Agilists Meetup ● Agile/DevOps Leader & Coach ● Leading Agile adoption & scaling for teams and organizations since 2000. ● ALM/SCM/DevOps Solution Architect ● Publications » Software Configuration Management Patterns (Addison-Wesley, 2002) » Agile CM Environments column & blog (AgileConnection & CMCrossRoads, 2003-2014) Suburban Agilists – 18 August 2020 2 Kara Kowert Agile Coach <karakowert@discover.com> Brad Appleton Agile/DevOps Leader <brad@bradapp.net>
  • 3. Outline & Contents 1. What is Emotional Intelligence (EQ)? [10min]  Emotional Intelligence (EQ) Defined  Domains & Competencies of Emotional Intelligence (EQ)  Self-Assessment Activity [5min] 2. What is the Role of EQ in Agile Leadership? [10min]  Trust & Psychological Safety  Servant Leadership  Agile Coaching 3. What is the Role of EQ in Agile Transformation? [10min]  Transformational Leadership  Change & Transformation Models  The Change Curves (Kubler-Ross, S-Curve, Hype Cycle) 4. Coaching for EQ – Activity & Key Take-aways [20min] 5. Q&A and Concluding Thoughts [5-10min] 6. References & Additional Materials Suburban Agilists – 18 August 2020 3
  • 5. What is Emotional Intelligence (EQ)? “The ability to recognize, understand and manage emotions in ourselves and others.” Suburban Agilists – 18 August 2020 5 Goleman’s Emotional Intelligence Model (2002) SELF SOCIAL RECOGNITIONREGULATION » Often measured (or abbreviated) as EQ (Emotional Quotient) EQ is divided into four areas (or domains): 1. Self-Awareness 2. Social Awareness 3. Self-Management 4. Relationship Management [some also add internal motivation]
  • 6. Understanding Emotional Intelligence (EQ) Suburban Agilists – 18 August 2020 6 RECOGNITION Who I am REGULATION What I do Relationship Management The proficiency in managing relationships, building networks and the ability to find common ground and build rapport. Self-Awareness The ability to recognise and understand their own moods, emotions and drives as well as their effect on others; Self Management The ability to control or redirect disruptive impulses, moods & think before acting; The passion to work for reasons beyond money/status and the propensity to pursue goals with energy and persistence; Social-Awareness The ability to understand the emotional makeup of other people, and skill in treating people according to their emotional reactions (empathy); Awareness Management Self Social SELF SOCIAL AwarenessAction How we manage ourselves How we handle relationships Source: medium.com/@vidyangispatil/snippet-five-compulsive-traits-of-impactful-leaders-a500c7ec7725
  • 7. EQ Competencies (per domain) Suburban Agilists – 18 August 2020 7 RECOGNITION Who I am REGULATION What I do Relationship Management  Inspirational Leadership  Developing Others  Influence & Communication  Change Catalyst  Conflict Management  Building Bonds  Teamwork & Collaboration Self-Awareness  Emotional Self- Awareness  Accurate Self-Appraisal  Self Confidence Self Management  Self Control  Transparency  Adaptability  Achievement Drive  Initiative  Optimism Social-Awareness  Empathy  Organizational Awareness  Service Orientation Awareness Management Self Social SELF SOCIAL AwarenessAction How we manage ourselves How we handle relationships Source: medium.com/@vidyangispatil/snippet-five-compulsive-traits-of-impactful-leaders-a500c7ec7725
  • 8. Self-assessment Activity Suburban Agilists – 18 August 2020 8 Let’s take a few minutes to complete a fun, non-scientific, self-assessment. Visit this link: globalleadershipfoundation.com/geit/eitest.html#Start We will set a timebox of 5 minutes. Please don’t overthink your responses to the questions. You can always retake the test later if you wish to validate your results. Once you are done, be sure to select Score Your Test to find out your results in the 4 key areas. Please note your score for each of the 4 domains: ● Self-Awareness ● Self-Management ● Social Awareness ● Relationship Management How did you do? Were you surprised at the results?
  • 9. Suburban Agilists – 18 August 2020 9 EQ in Agile Leadership Leadership Coaching Emotional Intelligence Engagement Development Trans- formation Aware- ness Individual Collective InteriorExterior Intentional Cultural Behavioral Systems Intention Action Self Social
  • 10. EQ, Trust & Psychological Safety Psychological Safety is the belief that you can be vocal & vulnerable without losing respect or self-esteem. It exists when you are unafraid to: It is similar to Trust, but different, as follows: Suburban Agilists – 18 August 2020 10 EQ “CIRCLE OF TRUST” Ask Questions Make Mistakes Be Yourself Disagree Raise Problems Take Risks Sources: scienceforwork.com/blog/psychological-safety and slideshare.net/JoshuaKerievsky/high-performance-via-psychological-safety
  • 11. Integral Trust & Psychological Safety Suburban Agilists – 18 August 2020 11 Individual Collective (Intra) Personal Interpersonal Intention Action Self Social Psychological Safety & Trust Collaboration Trust/Safety to:  Engage & Interact (Unconstrained)  Have Mutual Access  Maintain Open Dialogue  Constructive Debate  Explore, Experiment  Make Mistakes & Learn  Create & Innovate Failure & Learning Trust/Safety to:  Challenge Status Quo  Speak Up+Out  Identify Problems/Changes Questioning Trust/Safety to:  Know & Feel Valued  Include others regardless of title or position  Open to others’ ideas & experiences Inclusive Communication Interior Exterior SubjectiveObjective
  • 12. EQ and Servant Leadership Suburban Agilists – 18 August 2020 12 Source: businessperspectives.org/images/pdf/applications/publishing/templates/article/assets/7854/BBS_en_2016_03_Mukonoweshuro.pdf Servant Leadership/Emotional Intelligence Model Emotional Intelligence ServantLeadership HIGH LOW LOW HIGH (Dysfunctional Leadership) (Collaborative Leadership) (Constrained Leadership) (Dysfunctional Leadership) High SL, Low EQ High SL, High EQ Low SL, High EQLow SL, Low EQ Service-Oriented, Bottled Perspective Service-Oriented, Resonant Perspective Directive-Oriented, Bottled Perspective Directive-Oriented, Resonant Perspective
  • 13. EQ in Servant Leadership Suburban Agilists – 18 August 2020 13 LISTENING HEALING EMPATHY CONCEPTUALIZATION SELF-AWARENESS PERSUASION BUILDING COMMUNITY EMPLOYEE GROWTH FORESIGHT STEWARDSHIP Source: www.etechgs.com/servant-leadership-an-ideal-approach-to-enhance-job-satisfaction-in-employees/
  • 14. Integral EQ & Servant Leadership Suburban Agilists – 18 August 2020 14 Interior Exterior SubjectiveObjective (Intra) Personal Interpersonal Intention Action Self Social Holistic Approach to Work Shared Decision- Making Power Promote a Sense of Community Service to Others Servant Leadership LISTENING HEALING EMPATHY CONCEPTUALIZATION SELF-AWARENESS PERSUASION BUILDING COMMUNITY EMPLOYEE GROWTH FORESIGHT STEWARDSHIP Individual Collective
  • 15. EQ in Agile Coaching Suburban Agilists – 18 August 2020 15 Source: www.linkedin.com/pulse/new-perspective-agile-coaching-competency-framework-kessel-fell/
  • 16. Integral EQ & Agile Coaching Suburban Agilists – 18 August 2020 16 Interior Exterior SubjectiveObjective (Intra) Personal Interpersonal Intention Action Self Social Teaching (Shares Knowledge) Mentoring (Fosters Growth) Facilitating (Guides Solutions) Coaching (Inspires Potential) Agile CoachingAgile & Lean Mindset & Attitudes People & Influence Technical Mastery Business Mastery Transformation Mastery Individual Collective
  • 17. EQ in Agile Transformation Suburban Agilists – 18 August 2020 17 “Did you know that an Enchanted Forest is a place of Transformation? I have no idea what that means, but I can’t wait to see what it’s gonna do to each one of us!”
  • 18. The “Enchanted” Agile Forest Suburban Agilists – 18 August 2020 18 Source: hennyportman.wordpress.com/2016/04/08/how-to-understand-the-forest-of-agile-methods-and-frameworks-how-can-we-see-the-wood-for-the-trees/ : hennyportman.wordpress.com/2019/11/17/a-birds-eye-view-on-the-agile-forest-article-published-on-pm-world-journal/
  • 19. Integral Transformational Leadership Suburban Agilists – 18 August 2020 19 Lead Yourself Lead Others Interior Exterior SubjectiveObjective (Intra) Personal Interpersonal Lead by example & set expectations Authenticity Coaching & empowering to success Growth Inspiring others to go to new heights. Creativity Clarify intentions and establish shared purpose. Vision Intention Action Self Social Individualized Consideration Inspirational Motivation Idealized Influence Intellectual Stimulation
  • 20. Integral EQ & Transformational Leadership Suburban Agilists – 18 August 2020 20 Lead Yourself Lead OthersIntention Action Self Social Individualized Consideration Inspirational Motivation Idealized Influence Intellectual Stimulation Interior  Be a role model; set the example  Be a lifelong learner; gain the knowledge required for change  Create an environment of trust & respect through transparency  Act with integrity  Transparent, Authentic Leadership Authenticity Lead the Change, Know the Way Growth Develop Leaders  Give personalized support, coaching & encouragement  Open lines of communication  Provide direct recognition of individual & team contributors  Exhibit genuine care & concern  Empathetic, Servant Leadership Creativity Decentralize Decision-Making  Challenge the status quo  Encourage curiosity, exploration and experimentation  Expect relentless improvement  Measuring and compare results  Retrospect and pivot/persevere  Adaptive Leadership Exterior Vision Inspire & align with mission  Articulate a clear vision & intent  Evoke passion and motivation to achieve goals  Drive organizational alignment  Invite & include all stakeholders  Encourage,& engage others  Inclusive, Charismatic Leadership
  • 21. EQ & Leadership: Putting it All Together Suburban Agilists – 18 August 2020 21 Change/ Transformation Agility Transformational Leadership Servant Leadership Emotional Intelligence Trust & Psychological Safety Intention Action Self Social InteriorExterior Individual Collective Authenticity Growth CreativityVision Teaching Mentoring CoachingFacilitating Holistic Approach Service to Others Shared PowerPromote Community Self-Awareness Social Awareness Relationship Management Self Management Questioning/ Challenging Learning/ Failure CollaborationInclusion/ Communication Safety & Trust EQ Agile & Servant Leadership Transformation & Change Leadership Individualized Consideration Inspirational Motivation Idealized Influence Intellectual Stimulation
  • 22. Transformation/Change Models Suburban Agilists – 18 August 2020 22 Create the Climate for change Engage & Enable the organization Implement & Sustain the change Lewin Model Un- Freeze Change Re- Freeze Awareness Desire Knowledge Ability Reinforcement 1. 2. 3. 5.4. 6. 7. 8. Enlist a Volunteer Army Create a Sense of Urgency Build a Guiding Coalition Form a Strategic Vision Enable Action, Remove Barriers Generate Quick Wins Sustain Acceleration Institutionalize the Change Kotter Model Ending, Losing, Letting Go Neutral Zone The New Beginning Bridges Transition Model Stage I. Stage II. Stage III.
  • 23. Change & Adoption Curves Suburban Agilists – 18 August 2020 23 Hype Cycle & Adoption Plotted Together Source: joonique.com/startups Source: setandbma.wordpress.com Source: masteringbusinessanalysis.com
  • 24. EQ, Transformation & Change Curves Suburban Agilists – 18 August 2020 24 Lewin + Bridges Transition Model Stage I. Un-Freeze Ending, Losing, Letting Go Stage II. Change Neutral Zone Stage III. Re-Freeze The New Beginning Kübler-Ross + Adoption Cycle + Hype Cycle + Performance + Transformation Curves Create Alignment Maximize Communication Spark Motivation Develop Capability Share Knowledge EmotionalResponse Denial Depression Peak of Inflated Expectations Plateau of Productivity Innovators 2.5% Early Adopters 13.5% Early Majority 34% Late Majority 34% Laggards 16% 100% 75% 50% 25%
  • 25. Traumatic Change & Recovery 3 Stages of Lewin’s Change Model with 3 Stages of Herman’s Trauma Recovery model (2015) » study.com/academy/lesson/lewins-3-stage-model-of-change-unfreezing-changing-refreezing.html » the-swsc.com/2020/01/15/revisiting-conceal-dont-feel-what-frozen-2-teaches-about-trauma-and-recovery and » storygrid.com/heroines-journey/ Suburban Agilists – 18 August 2020 25 Unfreeze (Thaw) Change (Transition) Refreeze (Renewal)
  • 26. Benefits of Emotional Intelligence/EQ ? Suburban Agilists – 18 August 2020 26
  • 27. Coaching Activity [using Mural.co] Suburban Agilists – 18 August 2020 27 https://app.mural.co/t/karakowert0587/m/karakowert0587/1596064510443/2966f634fbdb5a7c1145ef37e6e218002d2dfb17
  • 28. Key Take-aways The way forward requires Emotional Agility, as we all try to …  Navigate through a global pandemic, and heightened state of civic & social unrest with unprecedented impact on our lives, livelihoods & communities;  Disrupt and [digitally] transform ourselves and our enterprises with new ways of thinking, leading & working. We must use empathy, transparency, and resilience to build safety & trust, and to put people first!  Co-create a path to purposeful & sustainable systemic change in behaviors, mindset, leaders, structures, values and (of course) culture.  This is more important than ever right now – not just for our workplace, but in broader community and global purpose – for recovering and reforming. It's not just about agility! It's about having humility & humanity to journey forward together! Suburban Agilists – 18 August 2020 28
  • 29. THANK YOU! Suburban Agilists – 18 August 2020 29 “I still don’t know what Transformation is But I feel like this forest has changed us all!”
  • 30. References & Additional Materials Suburban Agilists – 18 August 2020 30
  • 31. Some Recommended Books on EQ Suburban Agilists – 18 August 2020 31
  • 32. Resources & References EQ Sites/Training & Articles (also The 15 Most Valueable EQ TED Talks on YouTube)  GlobalLeadershipFoundation | GolemanEI| 6Seconds.org | TalentSmart | LeaderFactor |  PositivePsychology EQ | BlueEQ | InternalChange.com/Agile-EQ | EverythingDiSC/Agile-EQ  Local/Chicago-area: WrightFoundation.org | EQAgileAcademy  Hacking Emotional Intelligence – a six-blog crash course (Andrew Latona)  Knowing yourself from the Inside-Out: How to benefit from EQ (Joseph Matter)  How EQ Can Make Your Team More Agile (TalentSmart) EQ: Knowing yourself Inside-Out (J. Matter)  Ultimate Guide To EQ – how to be happy & successful in a brain-dead world (Prakhar Verma)  Why EQ is so important (FacingTheChange.eu) Why EQ Is the Future of Work (Entrepreneurs)  Economic Development with Purpose–Aligning personal & societal development (Naji Makarem) Psychological Safety (Free test at fearlessorganization.com)  How Psychological Safety Actually Works and How to Achieve it at Work (Forbes.com)  How to Create (Gallup.com) and Engineering a Culture of Psychological Safety (Intercom.com)  Psychological Safety Toolkit (Ideas-in-Action) and Chasing Psychological Safety (Duena Blomstrom)  Improve team performance? Ensure psychological safety! (Serious Scrum)  Psychological Safety and Organizational Culture (Tom Geraghty)  Architecting Psychological Safe Spaces at your Workplace (Manjunath Nanjaiah)  Speak-Up Culture: Three steps towards psychological safety with the APE model (EverMood)  Psychological Safety for Speaking Truth to Power in Self-Organisation? (Evolving Organizations) Suburban Agilists – 18 August 2020 32
  • 33. More Resources & References EQ in Agile Leadership  12 Dimensions of Agile Leadership (Jonathan Kesselfell) and 100 Leadership Models (HR Trends)  Psychological Safety, EI, and Leadership in a time of flux (McKinsey)  Emotional Intelligence: the Foundation of Servant Leadership (Robert Jerus)  Enhancing Servant Leadership Through Emotional Intelligence (Luke Pivac)  Transformational Servant Leadership Innovation (Jon Wallace)  Transformational Leadership? (VeryWellMind) and an Ultimate Guide (Arielle)  Transformational Leadership & DevOps (DZone) and a QuickStart Guide (ITRevolution)  The Agile Leader Role during an Agile Transformation (Business2Community)  The Path Forward Requires Empathy and Transparency In Leadership (CIO.com) Change Management Models & Transformation  Understanding the Emotions Accompanying the Change Process (Loren Gill, Human Dynamic)  Top Ten Change Management Models (CIOPages) and Change Management Models (Daniel Lock)  What is Integral Philosophy & Integral Theory? (Stéphane Segatori)  Integral Agile Transformation & Change (Trans4mation.coach)  Why we need to rethink organizational change management (Forbes.com)  Structural Agility – Using Structure to Enable Flow of Value (BusinessAgility.Institute)  Review of Amy Edmondson's “The Fearless Organization” (MAA1)  Challenges in Organizational Culture and What Drives Team Success? (The P2 Blog) Suburban Agilists – 18 August 2020 33
  • 34. Academic References  Emotional Intelligence Theories Explained (PositivePsychology.com)  A New Layered Model on Emotional Intelligence (NCBI NLM/NIH, PubMedCentral)  Emotions and Leadership in Educations & Organizational Institutions (Frontiers in Psychology)  Influence of Emotional Intelligence & Trust on Servant Leadership (SA Journal of Industrial Psychology)  Relationship Between Emotional Intelligence & Servant Leadership in Banking (Semantic Scholar)  Linking Emotional Intelligence with Transformational Leadership (PMC Industrial Psychiatry Journal)  The Relationship Between EQ and Leadership Style in Educational Leaders (Pepperdine Univ)  The Role of Servant Leadership and EQ in Managerial Performance (BusinessPerspectives.org)  Coaching for EQ: Creating Insight, Connection, and Purpose (Journal of Experiential Psychotherapy)  Improving EQ using Neuro Linguistic Programming techniques (ICABML Conference Proceedings)  Dimensions of EQ and Transformational Leadership: A Correlation Analysis (IJM&P, Vol 6. No. 2)  Dimensional Model of Emotional Intelligence, reprinted-with-permission-of-N-Schutte (ResearchGate.net)  Dimensions of Leader Anger Expression Unveiled: How Anger Intensity and Gender of Leader and Observer Affect Perceptions of Leadership Effectiveness (Frontiers in Psychology, 03 July 2020)  How Psychological Safety Affects Team Performance: Mediating Role of Efficacy and Learning Behavior (Frontiers in Psychology, 24 July 2020)  Tribal Leadership from an Integral Perspective (Brian McConnell)  The Four Worlds of Sustainability: Drawing Upon Universal Perspectives (Barrett C. Brown) Suburban Agilists – 18 August 2020 34
  • 35. EQ & Coaching Scenarios [from Activity] Suburban Agilists – 18 August 2020 35
  • 36. Emotional Intelligence 101 Emotional Intelligence is the capacity to be aware of, control and express one’s emotions, and to handle interpersonal relationships judiciously & empathetically. Scientifically, emotional intelligence is involved in the activities of the brain regions that process emotion. Suburban Agilists – 18 August 2020 36 Source: medium.com/the-mission/the-ultimate-guide-to-emotional-intelligence-to-be-happy-and-successful-in-a-brain-dead-world-5d050e316640
  • 37. Emotional Intelligence Mindmap Suburban Agilists – 18 August 2020 37 www.mindmapart.com/emotional-intelligence-mind-map-nitya-wakhlu/
  • 38. Elements of Psychological Safety Suburban Agilists – 18 August 2020 38 Source: www.leaderfactor.com/psychologicalsafety2 Source: www.leadershipnow.com/leadingblog/2019/01/the_fearless_organization.html Source: medium.com/@maa1/book-review-the-fearless-organizationSource: medium.com/@kaitlyn.larsen432/components-of-psychological-safety
  • 39. Establishing Psychological Safety Suburban Agilists – 18 August 2020 39 Source: cmforagile.blogspot.com/2018/04/importance-of-treating-psychology_22.html Source: switchedontosafety.com/psychological-safety/
  • 40. Servant Leadership Suburban Agilists – 18 August 2020 40 Source: twitter.com/Haypsych/status/1021712615729446912
  • 41. Servant Leadership Suburban Agilists – 18 August 2020 41 Source: www.stevesilbert.com/2017/11/servant-leadership/
  • 42. Team Safety, Trust, Learning & Leadership Suburban Agilists – 18 August 2020 42 Source: www.learninginnovationslab.org/dr-amy-edmondson-team-up-fail-well-learn-fast/
  • 43. Integral Agile Leadership & Coaching Suburban Agilists – 18 August 2020 43 Leadership Coaching Emotional Intelligence Engagement Development Trans- formation Aware- ness Source: coachingleaders.co.uk Sense-Making Intention Mental Models System Perspectives Power & Influence Shared Vision Mindfulness Dialogue Spanning Boundaries An Agile Culture Generate Learning Practice Drivers of Agile Leadership HorizonsofAgile OrgRelationPersonal Source: solutionsiq.com~leadership-effectiveness Source: sprintagile.com.au Individual Collective InteriorExterior Intentional Cultural Behavioral Systems Intention Action Self Social Source: businessintegral.com/approach/the-integral-model
  • 44. EQ & Leadership: Putting it All Together Suburban Agilists – 18 August 2020 44 Intention Action Self Social InteriorExterior Individual Collective Authenticity Growth CreativityVision Teaching Mentoring CoachingFacilitating Holistic Approach Service to Others Shared PowerPromote Community Self-Awareness Social Awareness Relationship Management Self Management Questioning/ Challenging Learning/ Failure CollaborationInclusion/ Communication Safety & Trust EQ Agile & Servant Leadership Transformation & Change Leadership Individualized Consideration Inspirational Motivation Idealized Influence Intellectual Stimulation
  • 45. The Agile Methods Forest Suburban Agilists – 18 August 2020 45 Source: hennyportman.wordpress.com/2019/11/17/a-birds-eye-view-on-the-agile-forest-article-published-on-pm-world-journal/ A bird’s eye view on the agile forest (Henny Portman) PM World Journal: Vol. VIII, Issue X – November 2019 (updated version June 2020)
  • 46. EQ in Agile Transformation Suburban Agilists – 18 August 2020 46 Source: medium.com/@vishu_7181/agile-leadership-canvas-cultivating-agile-mindset-culture-4022034a030c
  • 47. EQ and the Change Curve Suburban Agilists – 18 August 2020 47 Source: masteringbusinessanalysis.com/mba154-change-leadership/ (© Dave Saboe)
  • 48. Fisher’s Personal Transition Curve Suburban Agilists – 18 August 2020 48 Getting Comfortable with Being Uncomfortable: Understanding the Emotions Accompanying the Change Process (Loren Gill, Human Dynamic) Source: www.businessballs.com/freepdfmaterials/fisher-transition-curve-2012bb.pdf
  • 49. EQ, Adoption & Change Curves Suburban Agilists – 18 August 2020 49 Create Alignment Maximize Communication Spark Motivation Develop Capability Share Knowledge EmotionalResponse Denial Depression Peak of Inflated Expectations Plateau of Productivity Innovators 2.5% Early Adopters 13.5% Early Majority 34% Late Majority 34% Laggards 16% 100% 75% 50% 25% Kübler-Ross + Adoption Cycle + Hype Cycle + Performance Curves
  • 50. Agile Culture Development Matrix Suburban Agilists – 18 August 2020 50 Figure 4 Agile Culture Development Matrix (Source: www.agilebusiness.org/agile-culture)