As Salesforce has continued and expanded its agile journey the ADM Team (Agile coaches) is crafting the next wave of Agility. No longer prescribed to following most popular frameworks mechanically, The Salesforce team is working on deepening the understanding of the frameworks that are being currently used as well as investigating new systems that adhere to the Agile values. Using Integral Agile as a way to think about large-scale systemic changes, creating sensing tools and instruments to determine the change readiness for a team, cloud, or a super cloud. This experience report will show the cutting edge experiments and directions that a large enterprise is using to deliver value and delight customers. Using Lean Startup methodology, the latest training techniques and Systems thinking we hope to spark ideas for change agents in large enterprises. The final output of this session is to have something tangible for each participant to bring to their system of choice.

1. Crafting the Next Wave of
Agility
Stuart McCalla and Nick McDuffie
Agile Coaches at Salesforce
nmcduffie@salesforce.com
smccalla@salesforce.com
Agile @ Salesforce

2. Outcomes
• High Level overview of the Integral Model
• Share tools that Salesforce uses.
• Develop an Integral map for change in your
organization

3. VUCA
Volatility
Uncertainty
Chaos
Ambiguity

4. Salesforce as an Organization
• Salesforce has over 400
teams in Technology and
Products
• Experiencing
tremendous growth
• Focus on wholeness, not
just system and process
• Experiment for high
performance?
• Mapping the organization
• Innovation driven
Maintain and enhance culture

5. What is Integral theory
Upcoming book
from
Michael Spayd
“Coaching the
Agile Enterprise”
Integral
Agile
=

6. Integral Quadrants
ITS
• Workflow
• Organizational
design
• Systems and
Structure
WE
• Culture
• Shared Stories
• Memes
• Who are we?
• shared values?
IT
• Skills
• Metrics
• Processes
I
• Psychological
• Spiritual
• Cognitive
• What do I
value and
Feel?
• Individual
Source: (c) Michael K Spayd, from Coaching the Agile Enterprise (forthcoming)
Mindset Practices
Environment
Relationship
& Culture

7. Elevations
Source: Reinventing Organizations, Frederic Laloux, 2014

8. Amber Breakthrough
Source: Reinventing Organizations, Frederic Laloux, 2014
● Stable processes
● Formal hierarchies

9. Orange Breakthrough
Source: Reinventing Organizations, Frederic Laloux, 2014
● Innovation
● Accountability
● Meritocracy

10. Green Breakthrough
Source: Reinventing Organizations, Frederic Laloux, 2014
● Empowerment
● Values-driven culture and
inspirational purpose
● Multiple stakeholder
perspective
“The next generation of CEOs must
advocate for all stakeholders - employees,
customers, community, the environment,
everybody, not just shareholders.”
-Salesforce CEO Marc Benioff in the Wall Street Journal

11. Discussion
Pick an organization or
system as a table.
●What elevation is your
organization?
●What traits and
behaviors does your
organization exhibit
that led you to that
conclusion?

12. Integral Quadrants - Revisited
ITS
• Workflow
• Organizational
design
• Systems and
Structure
We
• Culture
• Shared Stories
• Memes
• Who are we?
• shared values?
IT
• Skills
• Metrics
• Processes
I
• Psychological
• Spiritual
• Cognitive
• What do I value?
• Individual Mindset
Source: (c) Michael K Spayd, from Coaching the Agile Enterprise (forthcoming)
Mindset Practices
Environment
Relationship
& Culture

13. Quadrants - Salesforce Tools
ITS
• Lean Change
Management
• T&P Agile Survey
• Program Core Team
Layer
WE
• Ohana Culture
• Gender Diversity
• 1-1-1 Model (VTO)
• Social Responsibility
IT
• ScrumMaster
Certification
• Scrum
• Kanban
• Embedded Cloud
Coach
I
• Individual Reflection
• 1x1 Discussions
• Professional Coaching
Mindset Practices
Environment
Relationship
& Culture
Informed by:: (c) Michael K Spayd, from Coaching the Agile Enterprise (forthcoming)

14. Moving to Orange Quadrant
ITI
Mindset Practices

15. Moving to Green Quadrant
Objectiv
Mindset
Relationship
& Culture

16. Moving to Teal Quadrant
ITS
• Systems and
Structure
We
• Who are we?
• shared values?
IT
• Skills
• Metrics
• Processes
I
• What do I value
and Feel?
• Individual
Mindset Practices
Environment
Relationship
& Culture
Source: (c) Michael K Spayd, from Coaching the Agile Enterprise (forthcoming)

17. Discussion
● How are you going to
craft an integral journey
for your company?
● What tools could you
use in your
organization in the “I”,
“IT”, “ITS” and “WE”
quadrants?
● What experiments
could you use in your
organization in the “I”,
“IT”, “ITS” and “WE”
quadrants?
Mindset Practices
Environment
Relationship &
Culture
I IT
ITSWE

19. Tangible Outcome
Use your
integral
map

20. Close
Retrospective