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@MichaelSahota
Transformation Case Study:
Value People
About Michael
17 years IT
11 years Agile
STRATEGIC
PLAY®
!
@MichaelSahota
Context
Context
• 100	
  person	
  internal	
  department	
  	
  
• Delivering	
  Digital	
  Media	
  (websites,	
  audio,	
  video)	
  
• Select	
  via	
  RFP	
  process	
  for	
  training	
  and	
  some	
  
follow-­‐up	
  coaching	
  
• Working	
  together	
  with	
  Paul	
  Heidema	
  
• We	
  are	
  “The	
  Agile	
  Trainers”	
  
• We	
  have	
  5	
  days	
  to	
  understand	
  what	
  is	
  going	
  on	
  
and	
  co-­‐create	
  a	
  plan.	
  (clock	
  is	
  Lcking)
4
@MichaelSahota
Why Are We Here?
Why Are We Here?
• We	
  are	
  guides	
  on	
  Journey	
  
• What	
  is	
  the	
  Will	
  of	
  the	
  system?	
  
• “Agile	
  Enablement”	
  -­‐	
  ambiguity	
  creates	
  opLons.	
  
• Workshop:	
  Why	
  are	
  we	
  doing	
  Agile?	
  
• Agile	
  is	
  not	
  the	
  Goal!	
  Agile	
  supports	
  the	
  Why.
6
Why	
  #1	
  –	
  A	
  Quality	
  Product Why	
  #2	
  –	
  Speed	
  and	
  Effectiveness
Why Are We Want Agile?
Why	
  #3	
  –	
  Collaboration
Why	
  #4	
  –	
  Empowerment
Note: Agile is not the goal!
@MichaelSahota
Discovery
Discovery
• Get	
  the	
  word	
  on	
  the	
  street	
  
• Capture	
  emoLonal	
  stories	
  with	
  Lego	
  
• Write	
  down	
  exact	
  quotes	
  
• IdenLfy	
  Themes	
  and	
  back	
  up	
  with	
  data
10
Many	
  Disparate	
  Pieces	
  à Don’t	
  interconnect	
  
Jumble:	
  Hard	
  to	
  figure	
  out	
  how	
  to	
  move	
  and	
  
understand
Top-­‐down	
  –	
  looks	
  great	
  BUT	
  Technically	
  absurd.	
  
Can’t	
  change	
  what’s	
  built.	
  
“Meets	
  requirements	
  on	
  paper”
WALL	
  Stopping	
  us.	
  Feel	
  constrained.	
  Impediments.	
  
Green	
  =	
  Meetings,	
  meetings,	
  meetings	
  
Red	
  =	
  Conversation	
  
Gray	
  =	
  what	
  gets	
  done.
@MichaelSahota
Report Out
Report Out
• Share	
  challenging	
  observaLons	
  with	
  compassion.	
  
THIS	
  IS	
  KEY.	
  	
  
• Role-­‐Playing	
  Morpheus	
  
• Invite	
  execuLves	
  to	
  make	
  a	
  choice
16
@MichaelSahota
Co-Create a Plan
Co-Create a Plan
• Stance:	
  Be	
  authenLc	
  and	
  vulnerable	
  
• We	
  are	
  in	
  this	
  Together.	
  
• Talk	
  about	
  fears	
  
• Use	
  secret	
  ballot	
  for	
  gebng	
  direcLon	
  
• Set	
  direcLon,	
  not	
  details	
  
• Failure	
  to	
  decide	
  is	
  Failure	
  of	
  the	
  iniLaLve	
  
• Write	
  the	
  IncepLon	
  Deck/Charter	
  Immediately
18
Secret
Ballot: How
Many Days
for Tactical
Strategic
Cultural?
@MichaelSahota
Transformation Model
Transformation Model
• Allow	
  things	
  to	
  unfold.	
  Star	
  on	
  Horizon.	
  Baby	
  Steps.	
  
• Don’t	
  Ever	
  use	
  the	
  word	
  “TransformaLon”	
  -­‐	
  too	
  
scary!	
  
• Complex	
  AdapLve	
  Systems	
  
• Grow	
  leadership	
  TEAM	
  
• “It’s	
  all	
  the	
  lifle	
  things.	
  No	
  big	
  event.”	
  
• It	
  is	
  hard	
  because	
  we	
  are	
  making	
  small	
  changes	
  day	
  
by	
  day.	
  No	
  big	
  TA-­‐DA.	
  
• It	
  is	
  hard	
  and	
  slow	
  because	
  we	
  are	
  paying	
  off	
  years	
  of	
  
accumulated	
  OrganizaLonal	
  Debt. 22
Create an Culture “Attractor”
Who are we now?
Who do we want
to be?
Identify small
safe-to-fail
experiments
Lead the Way
@MichaelSahota
What Unfolded
What Unfolded
• Culture	
  Reboot	
  Roadmap	
  
• Teamwork	
  &	
  CollaboraLon	
  Skills	
  Training	
  
• Temenos	
  Leadership	
  Retreat	
  -­‐	
  “It	
  was	
  scary	
  at	
  the	
  Lme,	
  
but	
  now	
  I	
  see	
  how	
  essenLal	
  it	
  was	
  to	
  our	
  success”.	
  
• OrganizaLonal	
  Design	
  (Culture)	
  Training	
  
• Crowd-­‐source	
  decisions	
  
• Agile	
  Training	
  (aker	
  2	
  months)	
  -­‐	
  “Now	
  I	
  understand	
  why	
  
we	
  waited	
  to	
  do	
  Agile	
  training.	
  It	
  makes	
  total	
  sense”.
26
Build Trust & Safety (Temenos Workshop)
➢ Great teams are built on
trust.
➢ Take time to value one
another as human
beings
➢ Tell our story
1. Past (Influence Map)
2. Present (Clean Slate)
3. Future (Personal Vision)
@MichaelSahota
Key Points
Insights
• “It’s	
  all	
  the	
  lifle	
  things.	
  No	
  big	
  event.”	
  
• It	
  is	
  hard	
  because	
  we	
  are	
  making	
  small	
  changes	
  day	
  
by	
  day.	
  No	
  big	
  TA-­‐DA.	
  
• It	
  is	
  hard	
  and	
  slow	
  because	
  we	
  are	
  paying	
  off	
  years	
  of	
  
accumulated	
  OrganizaLonal	
  Debt.
30
What I Did
(that made the difference)
1. Uncover	
  what’s	
  really	
  going	
  on	
  
2. Share	
  observaLons	
  in	
  a	
  loving	
  and	
  caring	
  way	
  
3. Help	
  people	
  choose	
  their	
  own	
  reality	
  and	
  
desLny
31
Contact me for help with this
Phone me: 416.999.3297
Email me: michael.sahota@agilitrix.com
Sign up for my newsletter at:
http://agilitrix.com
I wrote “the book”
on Agile & Culture.

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Transformation Case Study Highlights

  • 2. About Michael 17 years IT 11 years Agile STRATEGIC PLAY® !
  • 4. Context • 100  person  internal  department     • Delivering  Digital  Media  (websites,  audio,  video)   • Select  via  RFP  process  for  training  and  some   follow-­‐up  coaching   • Working  together  with  Paul  Heidema   • We  are  “The  Agile  Trainers”   • We  have  5  days  to  understand  what  is  going  on   and  co-­‐create  a  plan.  (clock  is  Lcking) 4
  • 6. Why Are We Here? • We  are  guides  on  Journey   • What  is  the  Will  of  the  system?   • “Agile  Enablement”  -­‐  ambiguity  creates  opLons.   • Workshop:  Why  are  we  doing  Agile?   • Agile  is  not  the  Goal!  Agile  supports  the  Why. 6
  • 7. Why  #1  –  A  Quality  Product Why  #2  –  Speed  and  Effectiveness Why Are We Want Agile?
  • 8. Why  #3  –  Collaboration Why  #4  –  Empowerment Note: Agile is not the goal!
  • 10. Discovery • Get  the  word  on  the  street   • Capture  emoLonal  stories  with  Lego   • Write  down  exact  quotes   • IdenLfy  Themes  and  back  up  with  data 10
  • 11. Many  Disparate  Pieces  à Don’t  interconnect   Jumble:  Hard  to  figure  out  how  to  move  and   understand
  • 12. Top-­‐down  –  looks  great  BUT  Technically  absurd.   Can’t  change  what’s  built.   “Meets  requirements  on  paper”
  • 13. WALL  Stopping  us.  Feel  constrained.  Impediments.   Green  =  Meetings,  meetings,  meetings   Red  =  Conversation   Gray  =  what  gets  done.
  • 14.
  • 16. Report Out • Share  challenging  observaLons  with  compassion.   THIS  IS  KEY.     • Role-­‐Playing  Morpheus   • Invite  execuLves  to  make  a  choice 16
  • 18. Co-Create a Plan • Stance:  Be  authenLc  and  vulnerable   • We  are  in  this  Together.   • Talk  about  fears   • Use  secret  ballot  for  gebng  direcLon   • Set  direcLon,  not  details   • Failure  to  decide  is  Failure  of  the  iniLaLve   • Write  the  IncepLon  Deck/Charter  Immediately 18
  • 19.
  • 20. Secret Ballot: How Many Days for Tactical Strategic Cultural?
  • 22. Transformation Model • Allow  things  to  unfold.  Star  on  Horizon.  Baby  Steps.   • Don’t  Ever  use  the  word  “TransformaLon”  -­‐  too   scary!   • Complex  AdapLve  Systems   • Grow  leadership  TEAM   • “It’s  all  the  lifle  things.  No  big  event.”   • It  is  hard  because  we  are  making  small  changes  day   by  day.  No  big  TA-­‐DA.   • It  is  hard  and  slow  because  we  are  paying  off  years  of   accumulated  OrganizaLonal  Debt. 22
  • 23. Create an Culture “Attractor” Who are we now? Who do we want to be? Identify small safe-to-fail experiments
  • 26. What Unfolded • Culture  Reboot  Roadmap   • Teamwork  &  CollaboraLon  Skills  Training   • Temenos  Leadership  Retreat  -­‐  “It  was  scary  at  the  Lme,   but  now  I  see  how  essenLal  it  was  to  our  success”.   • OrganizaLonal  Design  (Culture)  Training   • Crowd-­‐source  decisions   • Agile  Training  (aker  2  months)  -­‐  “Now  I  understand  why   we  waited  to  do  Agile  training.  It  makes  total  sense”. 26
  • 27.
  • 28. Build Trust & Safety (Temenos Workshop) ➢ Great teams are built on trust. ➢ Take time to value one another as human beings ➢ Tell our story 1. Past (Influence Map) 2. Present (Clean Slate) 3. Future (Personal Vision)
  • 30. Insights • “It’s  all  the  lifle  things.  No  big  event.”   • It  is  hard  because  we  are  making  small  changes  day   by  day.  No  big  TA-­‐DA.   • It  is  hard  and  slow  because  we  are  paying  off  years  of   accumulated  OrganizaLonal  Debt. 30
  • 31. What I Did (that made the difference) 1. Uncover  what’s  really  going  on   2. Share  observaLons  in  a  loving  and  caring  way   3. Help  people  choose  their  own  reality  and   desLny 31
  • 32. Contact me for help with this Phone me: 416.999.3297 Email me: michael.sahota@agilitrix.com Sign up for my newsletter at: http://agilitrix.com I wrote “the book” on Agile & Culture.