The document provides guidance on transforming an organization's culture to be more agile. It discusses setting an aspirational vision for the transformation using a model that plots the current and desired cultures. Determining initial steps involves understanding the current state, prioritizing changes, and selecting practices and habits to change. Sustainable change is promoted through limiting disruption, balancing change capacity with tolerance for delays, and experimenting within the change domain. Key aspects covered include establishing buy-in through co-creation, managing the transformation as an iterative process using kanban and validation techniques, and overcoming biases through leadership and support networks.
2. Your Aviatorā¦
Software Leadership Coach w/
24 years IT Experience/23 years S/W Development
21 years Management Experience
Deming, Reengineering, Agile/Lean
Military/Federal
(Inside & Outside)
Product Companies
Multiple Industries
16 years Acquisition Experience
Active Agile Community Member
(Agile Coach Camp/Agile Influencers of DC)
(GLASScon/LeanCoffeeDC)
Lean Start-up & Product Mgmt
3. WHY
WHAT
HOW
Want better results for our business (& us)
Change to get these results
Operationalize & sustain change
Agile Transformation
(Transition, Adoption, etc.)
6. Top 2 Reasons Agile Projects Failed
Company philosophy/culture
at odds w/core agile values
External pressure to follow
traditional waterfall processes
Ability to Change Org Culture 53%
General Resistance to Change 42%
Trying to fit Agile into into
non-Agile framework 35%
Personnel w/Agile Experience 33%
Management Support 30%
Top 5 Barriers to Agile Adoption
Sources: VersionOne State of Agile Survey 2013
Culture
7. 2012
Ability to Change Org Culture 52%
General Resistance to Change 41%
Trying to fit Agile into into
non-Agile framework 35%
Personnel w/Agile Experience 33%
Management Support 31%
Top 5 Barriers to Agile Adoption
2011
Ability to Change Org Culture 52%
Personnel w/Agile Experience 40%
General Resistance to Change 39%
Management Support 34%
Project Complexity 30%
2010
Ability to Change Org Culture 51%
General Resistance to Change 40%
Personnel w/Agile Experience 40%
Management Support 34%
Project Complexity 31%
Sources: VersionOne State of Agile Surveys 2010-12
Culture
Culture
Top 2 Reasons Agile Projects Failed
Company philosophy/culture
at odds w/core agile values
External pressure to follow
traditional waterfall processes
13. Using the Schneider Model
ā¢ Plot organizational characteristics onto its grid
ā Subjective in nature (acknowledgement)
ā¢ Where the largest cluster occurs, this is your
dominant culture
ā¢ You may have āsub-culturesā that are different
ā¢ A culture may straddle borders
ā¢ A new organization may not yet have a dominant
culture
ā¢ Recommend also plotting where you want your
dominant culture to beā¦
14. Adapted from Dr. Ahmed Sidkyās
Unlocking the Blackbox of Agile
15. Culture ļ Habits ļ Decisions
Evolutionary Theory of Economic Change,
Richard Nelson & Sidney Winder, 1982
16. Many āsolutionā decisions
are captured in
the organizational
and its
paths
structure
communication
Conwayās Law is alive and well.
22. Most organizations donāt make fully rationale decisions
those decisions are unknowingly steeped in their habits.
Evil is committed
by
the well-meaning
The Power of Habit, Charles Duhigg
25. Taking Flight Approach
ā¢ Set an aspirational target
ā¢ Examine possible routes
ā¢ Select the best route and the first waypoint(s)
ā Consider each leg an experiment
ā Work details/make decisions operationally
ā Inspect & Adapt at each waypoint
ā Make course corrections
ā Squadron mates
28. End State ::
(noun)
1. The set of required conditions that defines
achievement of the commander's objectives.
29. Aspirational vs End State
ā¢ Any end state you choose may be wrong (donāt use
BUFD for your Org Change)
ā¢ No defined end state = never done ļ assists mindset Ī
ā Revisit aspiration and progress towards it regularly
ā Use interim states that move you in the right direction and
are more concrete
ā Continual experiments/Contained failures
ā Itās how you apply Product Thinking to your organization
ā¢ Aspirations can more easily balance between the soft
and hard skills needed
30. In terms of
A vision
Aspirations
Organizational Transformation,
areā¦
not too complex
The set of characteristics based on this vision
31. Why is Setting an Aspiration Important?
ā¢ Cast what the transformation means to the
organization; personalize it ā includes a ābusinessā
(or mission) view
ā¢ Determine what the most relevant principles
from Agile (or Lean, or Craftsmanship) mean to
the organization
ā¢ Guides decisions within the organizations;
achieves alignment (including the business)
ā¢ Provides guidance for course corrections once we
go in-flight
Avoids Imposed Agileā¦
37. By Askingā¦
Controlling ļ Invitation/Mandate to āInfluencersā
Competency ļ Invitation/Inclusion of Relevant/Knowledgeable
Collaborative ļ Invitation for Those Interested
Cultivating ļ Invitation/Reachout to Network of Interest
39. Lots of Approaches to Creating One
Lego for Serious Play
KrisMap
Vision Statements
Cover Story Innovation Game
We want common agreement & understandingā¦
Participatory Creation > Clear Communication > Proclamation
40. āDeliver business value daily.ā
āConstantly improve delivery,
reducing waste and through new ideas.ā
41. Collaborative Control
CompetencyCultivation
Aspiration on Schneider Cultural Model
RealityOrientedPossibilityOriented
People Oriented Org Oriented
Collaborative
Innovative
Resourceful/Can-Do
Optimistic
Pragmatic
Adds Value
Cost ConsciousConsiderate
Organized
Risk Taker
Responsive
Decisive
Flexible
Positive Attitude
Sense of Humor Speedy
Stamina
Motivated
Integrity
Reader
Focused on Business Results
Confident
Empathetic
Reliable
One Voice
42. we have a
how do we
Target Aspiration,
Now that
incremental step?
determine
the next
44. Lots of Approaches to This Tooā¦
Process Models
SWOT Analysis
Customer Personas
Business Model Canvas
Select the appropriate mixā¦
Participatory Creation > Clear Communication > Proclamation
48. Lots of Approaches to This Tooā¦
Forcefield Analysis
Strategy Maps
Priority vs Energy Exercises
Business Model Canvas
Select the appropriate mixā¦
Participatory Creation > Clear Communication > Proclamation
49. Goal: Roadmap of Prioritized Īs
for
Incremental, Relative Improvement
51. Many Things to Change Depending on
Whatās Next in Priority
ā¢ New Strategies
ā¢ New Org Structures
ā¢ Find/Establish New Support Networks
ā¢ New Practices
ā¢ New/Streamlined Processes
ā¢ Rewards for Ī in Behaviors
ā¢ Create/Eliminate Ceremonies
ā¢ New Habits ļ The Hardest to Do
& the most crucial
Some of
these will be
Experiments
54. What Might Be Some of the Habits We
Want to Change?
ā¢ Ways meetings are conducted
ā¢ Ways meetings are scheduled
ā¢ How managers give feedback
ā¢ What agreements are explicit or implicit
ā¢ How decisions are made and owned
ā¢ Whether people show vulnerability
ā¢ How people learn new skills ļ Use as an example
Note: want org habits reinforcing an Agile mindset
57. Training
Need to Know
Something New
Recognition
Craving
For
Recognition
Example Org Habit Around Training
self-study/experimentation=Learning
58. Finding Leverage Points
ā¢ The habit to change is formal training to
learning
ā¢ Step 1: Habit Loop ļ Causality Diagram
ā¢ Habit Loop will reveal underlying complexity
ā More Steps
ā Reinforcing Loop
ā¢ Step 2: Look for Limiting Conditions & Side
Effect Loops
self-study/experimentation=
59. Training
Request
Need to Know
Something New
Recognition
Formal
Training
Full Causal Diagram
Fulfill IDP or
Certification
Easy to
Measure
Statement
of Intent
Self-Study
Experiment
Absorb
& Share
Learning
Learn the
Lingo to
āLook Smartā
Get By/
Impress
Lack of
Failure
Shows
Vulnerability
Avoids Showing
Vulnerability
66. Status Quo
New Status Quo
disruption
amount
disruption
time
Satir Change Curve
A detailed depiction of the Satir Change model -
http://stevenmsmith.com/ar-satir-change-model/
68. Definitions
Sustainable :: Able to be maintained at a certain
rate or level. Synonym: Supportable
Change :: The act or instance of making or
becoming different. Synonyms: Alteration, Shift, Mutation
āChange Capacityā
69. To-Do In Work Done
Organizational Change Capacity
WIP Limit =
74. Aspiration
Starting
Point
Promotes
Restricts
Low Risk Tolerance
Grand Unclear Vision
Hiring to Fit
Insular Communication
Employee Indoctrination
Successes Only
Promotion/Restriction based on
Limits to Organizational Change
by Herbert Kaufman
& Discussions @ #CultureDC
Cross-cutting Teams
Diversity (of thoughts)
Failure Tolerance
Clear Vision
Employee Orientation
Experimentation
Transparency
Hiring to Complement
Specialized Silos
Group Think
78. Next Up In-WorkBacklog Complete
Transformation Kanban
Ready Measure Done
Based
On
Org
Capacity
Based
On
Org
Capacity
Based
On
Org &
Capacity
To
Measure
Based
On
Org &
Capacity
To
Measure
Based
On
Org
Capacity
Organizational WIP
Team has
ā¢ Capacity
ā¢ Charter
ā¢ Measures
ā¢ Expected
Outcomes
Team has
ā¢ Completed
Actions
Team has
ā¢ Measured
Results
79. How do we figure out how much change to pull?
1. Hypothesis use communications paths as a starting
point;
ā¢ capacity = comm paths
N ppl involved
ā¢ hierarchy comm paths = direct report lines
ā¢ team comm paths = ā(1+ā¦+N-1)
ā¢ can have hybrids
2. Modified by Team Size
3. Multiplied by reinforcing loops
4. Consider like mid-size āstoryā (in terms of points);
every org will be different & large single changes
can out-strip capacity and need to be broken down
80. Team Size
5 9 ļ 157
āIs Five the Optimal Team Size?ā,
infoQ, Vikras Hazrati &
Jurgen Appelo on http://noop.nl
Scrum teams 7 +/-2
S = Ę({P},E)
where, P = personalities
E = environment
5 Best for deep comm, 15 most for deep trust, 150 most for comm
ā„ 1ā¤1 <1
81. Change
Multiplier
Hire for diversity
Display transparency in decisions
Allow experimentation
Establish clear vision ā„1
Punish failure
Decisions made w/littleļ no input
Hire yes people <1
Safety
Only concern: peopleās
performance
on the job
84. Squadron Mates
ā¢ Create a support network
ā¢ Find like minds and pair
ā Sounding board for pragmatic decisions
ā¢ Better yet, form a triad
ā Third person holds the commitments of the other
two to each other accountable
ā¢ Grow network as pairs/triads
ā Net-Map Technique is a great tool here
Triads come from The Culture Game by Daniel Mezick
Net-Map Toolkit, Eva Schiffer, http://netmap.wordpress.com
85. Leadership
ā¢ Servants to their teams
ā¢ Provide the right environment
ā Transparent
ā Cooperative
ā Enabled
ā Empowered
ā¢ Tell stories:
ā Where we have been
ā Where we are going
ā Both successes and failures
87. A Couple of Typical
Biases or Assumptions
ā¢ People just donāt want to change
ā So explain to me why people will take up a new hobby
later in life or move across country?
(Hint1: it is in their interest ā find mutual desire)
(Hint2: involve them)
ā¢ Agile has issues scaling to large programs
ā Why do you have a program? Could this be solved in a
different manner with sets of smaller applications?
(Hint1: most āprogramsā are put together for reasons other
than actual size & complexity, such as ability to get budget, the
size/complexity is an outcome from these reasons/decisions)
(Hint2: descale to individual applications before adopting a
scaling framework ā scale agility not the organization)
104. Government Lean-Agile Software & Systems Conference
GLASScon
Stay tuned at http://glasscon.us
And on Twitter: http://twitter.com/GLASScon4gov
Coming Nov 2014