No More Agile Checklists – Can We Concentrate on Outcomes?

As an agile coach and change agent I am always asked how maturity can be measured at the team and organizational level. What I have found over the years is that there is no lack of different checklists that can be used to give us these “metrics”. In fact, a recent Google search gave me a page that contains links to literally 41 checklists. In addition to these I have personally worked on many different custom checklists myself as if the 41 currently available do not adequately address the needs of teams transitioning to agile! Why is it that these already existing measures are not enough?

Here’s my theory.  Most agile transformations are accomplished by outside consultants (like myself) and these outside consultants know that beginners are looking for checklists. A great way to make money and to fulfill the client’s desire is to create a custom checklist or impress the client with a proprietary checklist – one assured to work where none of the hundreds of others can’t.

There is a problem with this checklist approach – it doesn’t really work all that well. The problem is that checklists tend to measure input and are very reminiscent of the failed waterfall view software development.  It is, in effect, a CYA type of activity.  In other words, you cannot blame project failure on me because I checked all the checkboxes. If checklist software development worked then waterfall would have a respectable success rate and folks wouldn’t be flocking to agile alternatives.  No sense trying to fix the problem with the failed approaches of the past.
Another problem is that Agile works because of self-organization of teams and checklist tend to be very prescriptive and top down. A great number of these checklists have so many very specific factors that are measured that they provide little room for experimentation for the team to discover the best way for them. A checklist assumes that they way measured is THE way. If this is truly the case then what about the manifesto which States that we are “uncovering new ways ” not that we have found a way and we have a checklist to show you the way.

My inclination is to reduce our focus on the inputs of Agile and spend more time focusing on outputs. Instead of measuring whether a stand up lasts 15 minutes or less, I think it best to focus on what value did the team deliver during the previous iteration.  In fact, I have only two primary measures for when it is time for me to stop coaching – does the team exhibit predictability by completing 90% or more of the work planned each sprint and is the Product Owner happy with the amount of work taken and quality of work delivered. Give me these two things and I don’t give a damn how you did it! However, if you are not giving me these things then you have opened the door to coaching on the inputs. Interestingly enough in order to achieve these pared down metrics most teams figure out what the proper inputs are without a top down mandate.

You can spend a great deal of time, money and effort checking endless inputs or just measure a few highly critical outputs. The choice to me is clear. Stop concentrating on inputs as primary measure and concentrate on the few critical outputs.

Individuals, Teams, Systems – The Evolution of Agile at Scale

building for scaling agile blog 2

If you have any interest at all in agile, if you read agile blogs, if you follow agile trends, you most certainly have been (over) exposed to one phrase “scaled agile.” I, myself, recently received a certification for one of the new scaled agile programs. While I enjoyed the training I find myself not 100% convinced of its effectiveness.

Perhaps it is because of its very novelty that I remain skeptical.  Perhaps it is because I know front line people in companies referenced as successfully adopting who do not agree to the efficacy.  Perhaps it is because “scaling ” has simply become the latest excuse from management why agile cannot be adopted at their company (as in why should we bother when agile has not been Provence to scale).  In the end though I think the reason that I am lukewarm on the idea is because companies have been latching on to scaling before doing the initial groundwork.  in other words, scaling has become a red herring that induces companies to put the cart before the horse or the system before the team.

Once upon a time I coached one of the most amazing agile scrum teams. They were able to deliver things that their management found quite unbelievable so much so that they conveyed a meeting to find answers to why this particular group of people were able to so greatly outperform others in the organization. As an aside I was not originally invited to the meeting but the team lobbies for me to be there as they considered me one of the team and, as a team member, partially responsible for their success.

I remember very well one manager in particular gushing about the team performance and wondering aloud how such a miraculous feat could be “scaled.” “It is very much like the legends of people working together out of their garages,” the manager said, “but how can such a thing” he paused briefly to allow the group to understand what came next would be important, “be scaled?”

Before I realized that the question was merely a rhetorical one to introduce us to the new management buzzword “scaling”, I opened my mouth to answer. “Why we just create more garages,” I said. The answer, which I still stand by to this day, was roundly ignored by aforementioned manager and his manager reports and was about as welcome as a tart in a crowded elevator.  What I realized too late was that “scaling” was management’s way of avoiding any action, especially action that might involve hard work and opposition.

So, you might say, scaled agile to the rescue. Not so fast my friend. My amusing anecdote above was all about creating good teams (and creating more good teams). Agile at scale is about creating a good overall system. There is no need to scale agile until you have enough teams doing agile.

Here is the way I like to explain the evolution to scaled agile. Waterfall is inefficient because it tries to optimize individuals at the expense of teams. Good teams have a higher productivity, shorter time to market, higher quality, etc than individuals.  Enter Scrum. Scrum, when done correctly, optimizes teams. This is a huge advance and if your agile evolution ended here, you would have come a very long way.  Nevertheless it frequently happens that we cam optimize teams at the expense of the system. Once we reach this point it is appropriate to look at ” scaling” and how we can optimize the entire system.

To recap – waterfall optimizes individuals at the expense of teams. Scrum optimizes teams at the expense of the system. Scaling is the attempt to optimize the system. My experience (and it may be biased because like Freud I work mainly with the “sick”) is that companies abuse scaling because they either use it as a means to avoid agile or they rush to scaling without first making the tremendously difficult transition to creating effective scrum teams. My advice remains “build more garages.”

The Theory of Change & Why I Get In Trouble

organizational antibodies, agile, stock photo

organizational antibodies, agile, stock photo

As an agile coach that has been fortunate to work at a good number of clients over the years, you get an opportunity to experience some interesting similarities among clients. Some are tragic, some are funny and some are just downright intriguing. I recently spoke with another agile coach and I discovered one particular pattern that I have decided to refer to as organizational antibodies.

The talk in question was about the on boarding of coaches and things a coach tends to experience in the first few days on the ion. As we talked together and related our war stories I noticed that both of us had a something happen to both of us early in our engagements with companies. That common denominator was that both of us found ourselves in trouble with management in the new company within the first week or two of our gigs with our coaching ability or competence questioned or tested.

To hear that others shared my knack for getting into hot water early on was a relief to me. Of course, all of these early issues were resolved in short order, but it brought up a very interesting question of why this happened so frequently. As I look back on my personal experiences and after hearing the same from my colleague, a theory began to form in my mind. The end result is my Organizational Antibody Theory of Change.

The theory is this – there are many in any company who benefit from the status quo. Agile is about organizational change and those who prefer the status quo will find the agent of change as a threat to the corpus organizationus and will do their best to protect their system by attacking the agent of change. In other words, there are people in your company that perform the same role that antibodies provide in the human body.

At this point in my career I fully expect to have at least one of these reactions in every gig I start within the first couple of weeks. In the past it was quite disconcerting for me but now that I have experienced it and expect it, I worry less. The problem is always a tempest in a teapot, a minor annoyance that will fade away as my role is better understood and people realize that I am not a threat. Have you ever experienced organizational antibodies before?

The Difference Between True Rockstars & Pretenders

rockstar, guitar, rockstar team, agile team, larry apke agile

rockstar, guitar, rockstar team, agile team, larry apke agile

I’ve had the pleasure of working with hundreds of teams during my time as an Agile coach. I have loved and enjoyed working with each and every one of them. There are some though that are more memorable than others.

Frequently it is those teams that I coach first in any organization – in psychology this would be referred to as the primacy effect. Sometimes it is because of the nature of the team. Recently I found myself waxing nostalgic for one very particular team that was my first team and also memorable because they were “rockstars”.

Let me make it clear that the team name was not “rockstars”. I have had many teams in my time self-identify their team with the name “rockstars”, but, somewhat predictably, these self-proclaimed “rockstars” rarely lived up to their own press. The team I am thinking of was one that was hand-picked and put together because they were true high-performers within the organization. They were the best programmers, QA and management.

While the generally accepted belief is that creating a functioning team of rockstars is fraught with difficulties because many have over-sized egos, I did not find that to be the case with a true “rockstar” team. It was the pretenders to rock stardom who had egos and were difficult to manage. It did not take long to figure out the difference between true rockstars and pretenders. It all boiled down to one thing:

True rockstars listen.

(And, of course, they do not refer to themselves as rockstars).

As a coach, a big part of my job is getting people to change their behavior. The true rockstars became the way they are because they have listened, because it is more important to them to be the best then to appear to be the best. The true rockstars know that they will make mistakes from time to time but in order to be the best, they must try new things from time to time, to stumble and fall sometimes. Of course, the true rockstars always get back up, dust themselves off and work until they succeed.

That is not to say that true rockstars will not challenge a coach and take everything that is said without question. They are the best because they question everything, but they also accept that learning can happen anywhere at anytime and can come from any source, even from a coach whose programming chops would never measure up. Once they are convinced that you are not wasting their time, they will not only listen but they will readily adopt ways of implementing new ideas. My own group of “rockstars” were tasked with taking cutting-edge technology and delivering it to customers many times faster than ever before in their organization and they did, not just once, but on multiple occasions. I believe that their success hinged primarily on the fact that they were smart enough to listen, not only to me, but to any and all who might have something, no matter how small, to help them become better.

The pretenders are different. They are closed to new ideas because they have all the answers. They use their experience as a reason not to listen to others. Their ego is so tied with their “rockstar” status that change is a threat. To change would be to admit that they were not the experts, that they do not know everything.

Beware the pretenders.

Larry Apke

Timely Feedback – Why Agile Works

faded clock, larry apke

faded clock, larry apke

Most folks who know me well know I like to talk.

I especially like the times when I get to speak in front of groups, whether a face-to-face presentation, a small user’s group or 160 on a conference call all over the world (If you have a group and want a passionate speaker – feel free to call on me).

Sometimes my passion provokes long stories, explanations or asides. Lately though when I speak to others about why agile works, I eschew my sometimes verbose ways and reply with two words – “timely feedback”.

These two words refer back to my argument that software development is, as described by Snowden in his Cynefin Model, complex as opposed to complicated. And complexity begs for timely feedback.

Take a look at the most popular Agile processes and practices and you can see why they are effective. They all are merely ways to produce timely feedback.

Daily standup = daily feedback.

Review, retrospective, grooming, planning – all are timely feedback.

What is automated testing on code check in or continuous integration and deployment? Feedback. Pair programming is nothing more than continuous immediate feedback.

Conversely, what is waterfall than a dearth of feedback? Compared to the continuous timely feedback of agile, waterfall is a vast wasteland of opacity.

So next time you are asked why agile works, or why a shorter iteration is better, or why we should do pair programming, or why continuous integration, take the quick route and prove that brevity is indeed the soul of wit and simply say, “Timely feedback”.

Larry Apke

Deming, Agile and SAFe

W._Edwards_Deming
W Edwards Deming

This week was a big week in my quest for lifelong learning – one in which the learning should prove beneficial to my furtherance of agile values and principles; a week that I think I will think of a the week of Deming since I completed my reading of two of Deming’s books – Out of the Crisis and The Essential Deming – and I also completed my Scaling Agile Framework (SAFe) training in which I saw Deming’s face and quotes about a half a dozen times. SAFe itself can be thought of more of a homage to Deming’s work with systems than a software development framework or, perhaps more accurately, Deming’s systems thinking as it applies to software development.

While I will shortly take the SAFe examination test, I am certain that my recent completion of two of Deming’s books will serve me well when I take the exam. In fact, I am inclined to wonder if a healthy knowledge of Deming and deep knowledge of Agile and Scrum may be, while not enough to pass with flying colors, at least enough to merit a passing score. If for nothing else, there is a big value to SAFe training in that it will expose a huge number of people to Deming than might otherwise not find him, though in all candor I cannot imagine that anyone truly interested in creating high quality software would not find Deming on their on quest for knowledge and improvement. I find it somewhat sad the number of people in management who I have personally had to introduce Deming to over the years. Then again, if the folks I help become agile had prior knowledge of Deming would they have a need for me?