Easy Agile Podcast Ep.12 Observations on Observability
On this episode of The Easy Agile Podcast, tune in to hear developers Angad, Jared, Jess and Jordan, as they share their thoughts on observability.
Wollongong has a thriving and supportive tech community and in this episode we have brought together some of our locally based Developers from Siligong Valley for a round table chat on all things observability.
💥 What is observability?
💥 How can you improve observability?
💥 What's the end goal?

"This was a great episode to be a part of! Jess and Jordan shared some really interesting points on the newest tech buzzword - observability""
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Transcript
Jared Kells:
Welcome everybody to the Easy Agile podcast. My name's Jared Kells, and I'm a developer here at Easy Agile. Before we begin, Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast today, the Wodiwodi people of the Dharawal nation, and pay our respects to elders past, present and emerging, and extend that same respect to any aboriginal people listening with us today.
Jared Kells:
So today's podcast is a bit of a technical one. It says on my run sheet here that we're here to talk about some hot topics for engineers in the IT sector. How exciting that we've got a couple of primarily front end engineers and Angad and I are going to share some front end technical stuff and Jess and Jordan are going to be talking a bit about observability. So we'll start by introductions. So I'll pass it over to Jess.
Jess Belliveau:
Cool. Thanks Jared. Thanks for having me one as well. So yeah, my name's Jess Belliveau. I work for Apptio as an infrastructure engineer. Yeah, Jordan?
Jordan Simonovski:
I'm Jordan Simonovski. I work as a systems engineer in the observability team at Atlassian. I'm a bit of a jack of all trades, tech wise. But yeah, working on building out some pretty beefy systems to handle all of our data at Atlassian at the moment. So, that's fun.
Angad Sethi:
Hello everyone. I'm Angad. I'm working for Easy Agile as a software dev. Nothing fancy like you guys.
Jared Kells:
Nothing fancy!
Jess Belliveau:
Don't sell yourself short.
Jared Kells:
Yeah, I'll say. Yeah, so my name's Jared, and yeah, senior developer at Easy Agile, working on our apps. So mainly, I work on programs and road maps. And yeah, they're front end JavaScript heavy apps. So that's where our experience is. I've heard about this thing called observability, which I think is just logs and stuff, right?
Jess Belliveau:
Yeah, yeah. That's it, we'll wrap up!
Jared Kells:
Podcast over! Tell us about observability.
Jess Belliveau:
Yeah okay, I'll, yeah. Well, I thought first I'd do a little thing of why observability, why we talk about this and sort of for people listening, how we got here. We had a little chat before we started recording to try and feel out something that might interest a broader audience that maybe people don't know a lot about. And there's a lot of movements in the broad IT scope, I guess, that you could talk about. There's so many different things now that are just blowing up. Observability is something that's been a hot topic for a couple of years now. And it's something that's a core part of my job and Jordan's job as well. So it's something easy for us to talk about and it's something that you can give an introduction to without getting too technical. So we don't want to get down. This is something that you can go really deep into the weeds, so we picked it as something that hopefully we can explain to you both at a level that might interest the people at home listening as well.
Jess Belliveau:
Jordan and I figured out these four bullet points that we wanted to cover, and maybe I can do the little overview of that, and then I can make Jordan cover the first bullet point, just throw him straight under the bus.
Jordan Simonovski:
Okay!
Jess Belliveau:
So we thought we'd try and describe to you, first of all, what is observability. Because that's a pretty, the term doesn't give you much of what it is. It gives you a little hint, but it'll be good to base line set what are we talking about when we say what is observability. And then why would a development team want observability? Why would a company want observability? Sort of high level, what sort of benefits you get out of it and who may need it, which is a big thing. You can get caught up in these industry hot buzz words and commit to stuff that you might not need, or that sort of stuff.
Jared Kells:
Yep.
Jordan Simonovski:
Yep.
Jess Belliveau:
We thought we'd talk about some easy wins that you get with observability. So some of the real basic stuff you can try and get, and what advantages you get from it. And then we just thought because we're no going to try and get too deep, we could just give a few pointers to some websites and some YouTube talks for further reading that people want to do, and go from there. So yeah, Jordan you want to-
Jared Kells:
Sounds good.
Jess Belliveau:
Yeah. I hopefully, hopefully. We'll see how this goes! And I guess if you guys have questions as well, that's something we should, if there's stuff that you think we don't cover or that you want to know more, ask away.
Jordan Simonovski:
I guess to start with observability, it's a topic I get really excited about, because as someone that's been involved in the dev ops and SRE space for so long, observability's come along and promises to close the loop or close a feedback loop on software delivery. And it feels like it's something we don't really have at the moment. And I get that observability maybe sounds new and shiny, but I think the term itself exists to maybe differentiate itself from what's currently out there. A lot of us working in tech know about monitoring and the loading and things like that. And I think they serve their own purpose and they're not in any way obsolete either. Things like traditional monitoring tools. But observability's come along as a way to understand, I think, the overwhelmingly complex systems that we're building at the moment. A lot of companies are probably moving towards some kind of complicated distributed systems architecture, microservices, other buzz words.
Jordan Simonovski:
But even for things like a traditional kind of monolith. Observability really serves to help us ask new questions from our systems. So the way it tends to get explained is monitoring exits for our known unknowns. With seniority comes the ability to predict, almost, in what way your systems will fail. So you'll know. The longer you're in the industry, you know this, like a Java server fails in x, y, z amount of ways, so we should probably monitor our JVM heap, or whatever it is.
Jared Kells:
I was going to say that!
Jordan Simonovski:
I'll try not to get too much into-
Jared Kells:
Runs out of memory!
Jordan Simonovski:
Yeah. So that's something that you're expecting to fail at some point. And that's something that you can consider a known unknown. But then, the promise of observability is that we should be shipping enough data to be able to ask new questions. So the way it tends to get talked about, you see, it's an unknown unknown of our system, that we want to find out about and ask new questions from. And that's where I think observability gets introduced, to answer these questions. Is that a good enough answer? You want me to go any further into detail about this stuff? I can talk all day about this.
Jared Kells:
Is it like a [crosstalk 00:08:05]. So just to repeat it back to you, see if I've understood. Is it kind of like if I've got a, traditionally with a Java app, I might log memories. It's because I know JVM's run out of memory and that's a thing that I monitor, but observability is more broad, like going almost over the top with what you monitor and log so that you can-
Jordan Simonovski:
Yeah. And I wouldn't necessarily say it's going over the top. I think it's maybe adding a bit more context to your data. So if any of you have worked with traces before, observability is very similar to the way traces work and just builds on top of the premise of traces, I guess. So you're creating these events, and these events are different transactions that could be happening in your applications, usually submitting some kind of request. And with that request, you can add a whole bunch of context to it. You can add which server this might be running on, which time zone. All of these additional and all the exciters. You can throw in user agency into there if you want to. The idea of observability is that you're not necessarily constrained by high cardinality data. High cardinality data being data sets that can change quite largely, in terms of the kinds of data they represent, or the combinations of data sets that you could have.
Jordan Simonovski:
So if you want shipping metrics on something, on a per user basis and you want to look at how different users are affected by things, that would be considered a high cardinality metric. And a lot of the time it's not something that traditional monitoring companies or metric providers can really give you as a service. That's where you'll start paying insanely huge bills on things like Datadog or whatever it is, because they're now being considered new metrics. Whereas observability, we try and store our data and query it in a way that we can store pretty vast data sets and say, "Cool. We have errors coming from these kinds of users." And you can start to build up correlations on certain things there. You can find out that users from a particular time zone or a particular device would only be experiencing that error. And from there, you can start building up, I think, better ways of understanding how a particular change might have broken things. Or some particular edge cases that you otherwise couldn't pick up on with something like CPU or memory monitoring.
Angad Sethi:
Would it be fair to say-
Jared Kells:
Yeah. It's [crosstalk 00:11:02].
Angad Sethi:
Oh, sorry Jared.
Jared Kells:
No you can-
Angad Sethi:
Would it be fair to say that, so, observability is basically a set of principles or a way to find the unknown unknowns?
Jordan Simonovski:
Yeah.
Angad Sethi:
Oh.
Jess Belliveau:
And better equip you to find, one of the things I find is a lot of people think, you get caught up in thinking observability is a thing that you can deploy and have and tick a box, but I like your choice of word of it being a set of principles or best practices. It's sort of giving you some guidance around these, having good logging coming out of your application. So structured logs. So you're always getting the same log format that you can look at. Tracing, which Jordan talked a little bit about. So giving you that ability to follow how a user is interacting with all the different microservices and possibly seeing where things are going wrong, and metrics as well. So the good thing with metrics is we're turning things a bit around and trying to make an application, instead of doing, and I don't want to get too technical, black box monitoring, where we're on the outside, trying to peer in with probes and checks like that. But the idea with metrics is the application is actually emitting these metrics to inform us what state it is in, thereby making it more observable.
Jess Belliveau:
Yeah, I like your choice of words there, Angad, that it's like these practices, this sort of guide of where to go, which probably leads into this next point of why would a team want to implement it. If you want to start again, Jordan?
Jordan Simonovski:
Yeah, I can start. And I'll give you a bit more time to speak as well, Jess in this one. I won't rant as much.
Jess Belliveau:
Oh, I didn't sign up for that!
Jordan Simonovski:
I think why teams would want it is because, it really depends on your organization and, I guess, the size of the teams you're working in. Most of the time, I would probably say you don't want to build observability yourself in house. It is something that you can, observability capabilities themselves, you won't achieve it just by buying a thing, like you can't buy dev ops, you can't buy Agile, you can't buy observability either.
Jared Kells:
Hang on, hang on. It says on my run sheet to promote Easy Agile, so that sounds like a good segue-
Jess Belliveau:
Unless you want to buy it. If you do want to buy Agile, the [crosstalk 00:13:55] in the marketplace.
Jared Kells:
Yeah, sorry, sorry, yeah! Go on.
Jordan Simonovski:
You can buy tools that make your life a lot easier, and there are a lot of things out there already which do stuff for people and do surface really interesting data that people might want to look at. I think there are a couple of start ups like LightStep and Honeycomb, which give you a really intuitive way of understanding your data in production. But why you would need this kind of stuff is that you want to know the state of your systems at any given point in time, and to build, I guess, good operational hygiene and good production excellence, I guess as Liz Fong-Jones would put it, is you need to be able to close that feedback loop. We have a whole bunch of tools already. So we have CICD systems in place. We have feature flags now, which help us, I guess, decouple deployments from releases. You can deploy code without actually releasing code, and you can actually give that power to your PM's now if you want to, with feature flags, which is great.
Jordan Simonovski:
But what you can also do now is completely close this loop, and as you're deploying an application, you can say, "I want to canary this deployment. I want to deploy this to 10% of my users, maybe users who are opted in for Beta releases or something of our application, and you can actually look at how that's performing before you release it to a wider audience. So it does make deployments a lot safer. It does give you a better understanding of how you're affecting users as well. And there are a whole bunch of tools that you can use to determine this stuff as well. So if you're looking at how a lot of companies are doing SRE at the moment, or understanding what reliable looks like for their applications, you have things like SLO's in place as well. And SLO's-
Jared Kells:
What's an SLO?
Jordan Simonovski:
They're all tied to user experiences. So you're saying, "Can my user perform this particular interaction?" And if you can effectively measure that and know how users are being affected by the changes you're making, you can easily make decisions around whether or not you continue shipping features or if you drop everything and work on reliability to make sure your users aren't affected. So it's this very user centric approach to doing things. I think in terms of closing the loop, observability gives us that data to say, "Yes, this is how users are being affected. This is how, I guess the 99th percentile of our users are fine, but we have 1% who are having adverse issues with our application." And you can really pinpoint stuff from there and say, "Cool. Users with this particular browser or this particular, or where we've deployed this app to," let's say if you have a global deployment of some kind, you've deployed to an island first, because you don't really care what happens to them. You can say, "Oh, we've actually broken stuff for them." And you can roll it back before you impact 100% of your users.
Jared Kells:
Yeah. I liked what you said about the test. I forgot the acronym, but actually testing the end user behavior. That's kind of exciting to me, because we have all these metrics that are a bit useless. They're cool, "Oh, it's using 1% CPU like it always is, now I don't really care," but can a user open up the app and drag an issue around? It's like-
Jess Belliveau:
Yeah, that's a really great example, right?
Jared Kells:
That's what I really care about.
Jess Belliveau:
The 1% CPU thing, you could look at a CPU usage graph and see a deployment, and the CPU usage doesn't change. Is everything healthy or not? You don't know, whereas if you're getting that deeper level info of the user interactions, you could be using 1% CPU to serve HTTP500 errors to the 80% of the customer base, sort of thing.
Angad Sethi:
How do you do that? The SLO's bit, how do you know a user can log in and drag an issue?
Jordan Simonovski:
Yeah. I think that would come with good instrumenting-
Angad Sethi:
Good question?
Jordan Simonovski:
Yeah, it comes down to actually keeping observability in mind when you are developing new features, the same way you would think about logging a particular thing in your code as you're writing, or writing test for your code, as you're writing code as well. You want to think about how you can instrument something and how you can understand how this particular feature is working in production. Because I think as a lot of Agile and dev ops principles are telling us now is that we do want our applications in production. And as developers, our responsibilities don't end when we deploy something. Our responsibility as a developer ends when we've provided value to the business. And you need a way of understanding that you're actually doing that. And that's where, I guess, you do nee do think about observability with a lot of this stuff, and actually measuring your success metrics. So if you do know that your application is successful if your user can log in and drag stuff around, then that's exactly what you want to measure.
Jared Kells:
I think that we have to build-
Jordan Simonovski:
Yeah?
Jared Kells:
Oh, sorry Jordan.
Jordan Simonovski:
No, you go.
Jared Kells:
I was just going to say we have to build our apps with integration testing in mind already. So doing browser based tests around new features. So it would be about building features with that and the same thing in mind but for testing and production.
Jess Belliveau:
Yeah and the actual how, the actual writing code part, there's this really great project, the open telemetry project, which provides all these sort of API's and SDK's that developers can consume, and it's vendor agnostic. So when you talk about the how, like, "How do I do this? How do I instrument things?" Or, "How do I emit metrics?" They provide all these helpful libraries and includes that you can have, because the last thing you want to do is have to roll this custom solution, because you're then just adding to your technical debt. You're trying to make things easier, but you're then relying on, "Well I need to keep Jared Kells employed, because he wrote our log in engine and no one else knows how it works.
Jess Belliveau:
And then the other thing that comes to mind with something like open telemetry as well, and we talked a bit about Datadog. So Datadog is a SaaS vendor that specializes in observability. And you would push your metrics and your logs and your traces to them and they give you a UI to display. If you choose something that's vendor agnostic, let's just use the example of Easy Agile. Let's say they start Datadog and then in six months time, we don't want to use Datadog anymore, we want to use SignalFx or whatever the Splunk one is now.
Jordan Simonovski:
I think NorthX.
Jess Belliveau:
Yeah. You can change your end point, push your same metrics and all that sort of stuff, maybe with a few little tweaks, but the idea is you don't want to tie in to a single thing.
Jordan Simonovski:
Your data structures remain the same.
Jess Belliveau:
Yeah. So that you could almost do it seamlessly without the developers knowing. There's even companies in the past that I think have pushed to multiple vendors. So you could be consuming vendor A and then you want to do a proof of concept with vendor B to see what the experience is like and you just push your data there as well.
Jared Kells:
Yeah. I think our coupling to Datadog will be I all the dashboards and stuff that we've made. It's not so much the data.
Jess Belliveau:
Yeah. That's sort of the big up sell, right. It's how you interact. That's where they want to get their hooks in, is making it easier for you to interpret that data and manipulate it to meet your needs and that sort of stuff.
Jordan Simonovski:
Observability suggests dashboards, right?
Jess Belliveau:
Yeah, perhaps. You used this term as well, Jordan, "production excellence." And when we talk about who needs observability, I was thinking a bit about that while you were talking. And for me, production excellence, or in Apptio we call it production readiness, operational readiness and that sort of stuff is like we want to deploy something to production like what sort of best practices do we want to have in place before we do that? And I think observability is a real great idea, because it's helping you in the future. You don't know what problems you're going to have down the line, but you're equipping your teams to be able to respond to those problems easily. Whereas, we've all probably been there, we've deployed code of production and we have no observability, we have a huge outage. What went wrong? Well, no one knows, but we know this is the fix, and it's hard to learn from that, or you have to learn from that I guess, and protect the user against future stuff, yeah.
Jess Belliveau:
When I think easy wins for observability, the first thing that really comes to mind is this whole idea of structured logging, which is really this idea that your application is you're logging, first of all. Quite important as a baseline starting point, but then you have a structured log format which lets you programmatically pass the logs as well. If you go back in time, maybe logging just looked like plain text with a line, with a timestamp, an error message. Whatever the developer decided to write to the standard out, or to the error file or something like that. Now I think there's a general move to having JSON, an actual formatted blob with that known structure so you can look into it. Tracing's probably not an easy win. That's a little bit harder. You can implement it with open telemetry and libraries and stuff. Requires a bit more understanding of your code base, I guess, and where you want tracing to fire, and that sort of stuff, parsing context through, things like that.
Jordan Simonovski:
I think Atlassian, when you probably just want to know that everything is okay. At a fairly superficial level. Maybe you just want to do some kind of up time on a trend. And then as, I guess, your code might get more complex or your product gets a bit more complex, you can start adding things in there. But I think actually knowing or surfacing the things you know might break. Those would probably be your quickest wins.
Jess Belliveau:
Well, let's mention some things for further reading. If you want to go get the whole picture of the whole, real observability started to get a lot of movement out of the Google SRE book from a few years ago. The Google SRE stuff covers the whole gamut of their soak reliability engineering practice, and observability is a portion of that, there's some great chapters on that. O'Reilly has an observability book, I think, just dedicated to observability now.
Jordan Simonovski:
I think that's still in early release, if people want to google chapters.
Jess Belliveau:
The open telemetry stuff, we'll drop a link to that I think that's really handy to know.
Angad Sethi:
From [inaudible 00:26:12], which is my perspective, as a developer, say I wanted to introduce cornflake use Datadog at Easy Agile. Not very familiar, I'm not very comfortable with it. I know how to navigate, but what's a quick way for me to get started on introducing observability? Sorry to lock my direct job or at my workplace.
Jordan Simonovski:
I would lean, I could be biased here. Jess correct me or give your opinion on this, I would lean heavily towards SLO's for this. And you can have a quick read in the SRE-
Jess Belliveau:
What does SLO stand for, Jordan?
Jordan Simonovski:
Okay, sorry. Buzz words! SLO is a service level objective, not to be confused with service level agreement. An agreement itself is contractual and you can pay people money if you do breach those. An SLO is something you set in your team and you have a target of reliability, because we are getting to the point where we understand that all systems at any point in time are in some kind of degraded state. And yeah, reliability isn't necessarily binary, it's not unreliable or reliable. Most of the time, it's mostly reliable and this gives us a better shared language, I guess. And you can have a read in the SRE handbook by Google, which is free online, which gives you a pretty good understanding of Datadog.
Jordan Simonovski:
I think the last time I used it had a SLO offering. But I think like I was mentioning earlier, you set an SLO on particular functionalities or features of your application. You're saying, "My user can do this 99% of the time," or whatever other reliability target you might want to set. I wouldn't recommend five nines of reliability. You'll probably burn yourself out trying to get there. And you have this target set for yourself. And you know exactly what you're measuring, you're measuring particular types of functionality. And you know when you do breach these, users are being affected. And that's where you can actually start thinking about observability. You can think about, "What other features are we implementing that we can start to measure?" Or, "What user facing things are we implementing that we can start to measure?"
Jordan Simonovski:
Other things you could probably look at are, I think they're all covered in the book anyway, data freshness in a way. You want to make sure the data users are being displayed is relatively fresh. You don't want them looking at stale data, so you can look at measuring things like that as well. But you can pretty much break it down into most functionalities of a website. It's no longer like a ping check, that you're just saying, "Yes, HTTP, okay. My application is fine." You're saying, "My users are actually being affected by things not working." And you can start measuring things from there. And that should give you a better understanding, or a better idea, at least, of where to start with what you want to measure and ow you want to measure it. That would be my opinion on where to get started with this if you do want to introduce it.
Jared Kells:
We're going to talk a little bit about state and how with some of these, like our very front end heavy applications that we're building, so the applications we build just basically run inside the browser and the traditional state as you would think about it, is just pulling a very simple API that writes some things into the database with some authentication, and that sort of stuff. So in terms of reliability of the services, it's really reliable. Those tiny API's just never have problems, because it's just so simple. And well, they've got plenty of monitoring around it. But all our state is actually, when you say, "Observe the state of the system," for the most part, that's state in a browser. And how do we get observability into that?
Jess Belliveau:
A big thing is really, there's not one thing fits all as well. When we talk about the SLO stuff as well, it's understanding what is important to not so much maybe your company but your team as well. If you're delivering this product, what's important to you specifically? So one SLO that might work for me at Apptio probably isn't going to work for Easy Agile. This is really pushing my knowledge, as well, of front end stuff, but when we say we want to observe the state as well, we don't necessarily mean specifically just the state. You could want to understand with each one of those API's when it's firing, what the request response time is for that API firing. So that might be an important metric. So you can start to see if one of those APIs is introducing latency, and so your user experience is degraded. Like, "Hey when we were on release three, when users were interacting with our service here, it would respond in this percentile latency. We've done a release and since then, now we're seeing it's now in this percentile. Have we degraded performance performance?" Users might not be complaining, but that could be something that the team then can look into, add to a sprint. Hey, I'm using Agile terms now. Watch out!
Jared Kells:
That's a really good example, Jess. Performance issues for us are typically not an API that's performing poorly. It's something in this very complicated front end application is not running in the same order as it used to, or there's some complex interaction we didn't think of, so it's requesting more data than expected. The APIs are returning. They're never slow, for the most part, but we have performance regressions that we may not know about without seeing them or investigating them. The observability is really at the individual user's browser level. That makes sense? I want to know how long did it take for this particular interaction to happen.
Jess Belliveau:
Yeah. I've never done that sort of side of things. As well, the other thing I guess, you could potentially be impacted in as well as then, you're dealing with end user manifestations as well. You could perceive-
Jared Kells:
Yeah sure.
Jess Belliveau:
... Greater performance on their laptop or something, or their ISP or that sort of stuff. It'd be really hard to make sure you're not getting noise from that sort of thing as well.
Jordan Simonovski:
Yeah. There are tools like Sentry, I guess, which do exist to give you a bit more of an understanding what's happening on your front end. The way Sentry tends to work with JavaScript, is you'll upload a minified map of your JS to Sentry, deploy your code and then if something does break or work in a fairly unexpected way, that tends to get surfaced with Sentry will tell you exactly which line this kind of stuff is happening on, and it's a really cool tool for that company stuff. I don't know if it'd give you the right type of insights, I think, in terms of performance or-
Jared Kells:
Yeah, we use a similar tool and it does work for crashes and that sort of thing. And on the observability front, we log actions like state mutations in side the front end, not the actual state change, but just labels that represent that you updated an issue summary or you clicked this button, that sort of thing, and we send those with our crash reports. And it's super helpful having that sort of observability. So I think I know what you guys are talking about. But I'm just [crosstalk 00:35:25], yeah.
Jess Belliveau:
Yeah, that's almost like, I guess, a form of tracing. For me and Jordan, when we talk about tracing, we might be thinking about 12 different microservices sitting in AWS that are all interacting, whereas you're more shifting that. That's sort of all stuff in the browser interacting and just having that history of this is what the user did and how they've ended up-
Jared Kells:
In that state.
Jess Belliveau:
In that state, yeah.
Jordan Simonovski:
I guess even if you don't have a lot of microservices, if you're talking about particular, like you're saying for the most part your API requests are fine but sometimes you have particularly large payloads-
Jared Kells:
We actually have to monitor, I don't know, maybe you can help with this, we actually should be monitoring maybe who we're integrating with. It's actually much more likely that we'll have a performance issue on a Xero API rather than... We don't see it, the browser sees it as well, which is-
Jordan Simonovski:
Yeah, and tracing does solve all of those regressions for you. Most tracing libraries, like if you're running Node apps or whatever on your backend. I can just tell you about Node, because I probably have the most experience writing Node stuff. You pretty much just drop in Didi trace, which is a Datadog library for tracing into your backend and your hook itself into all of, I think, the common libraries that you'll tend to work with, I think. Like if you're working for express or for a lot of just HADP libraries, as well as a few AWS services, it will kind of hook itself into that. And you can actually pinpoint. It will kind of show you on this pretty cool service map exactly which services you're interacting with and where you might be experiencing a regression. And I think traces do serve to surface that information, which is cool. So that could be something worth investigating.
Jess Belliveau:
It's funny. This is a little bit unrelated to observability, but you've just made me think a bit more about how you're saying you're reliant on third party providers as well. And something I think that's really important that sometimes gets missed is so many of us today are relying on third party providers, like AWS is a huge thing. A lot of people writing apps that require AWS services. And I think a lot of the time, people just assume AWS or Jira or whatever, is 100% up time, always available. And they don't write their code in such a way that deals with failures. And I think it's super important. So many times now I've seen people using the AWS API and they don't implement exponential back off. And so they're basically trying to hit the AWS API, it fails or they might get throttled, for example, and then they just go into a fail state and throw an error to the user. But you could potentially improve that user experience, have a retry mechanism automatically built in and that sort of stuff. It doesn't really tie into the observability thing, but it's something.
Jared Kells:
And the users don't care, right? No one cares if it's an AWS problem. It's your problem, right, your app is too slow.
Jess Belliveau:
Well, they're using your app. Exactly right. It reflects on you sort of thing, so it's in your interest to guard against an upstream failure, or at least inform the user when it's that case. Yeah.
Jared Kells:
Well, I think we're going to have to call it, this podcast, because it was an hour ago. We had instructed max 45 minutes.
Jess Belliveau:
We could just keep going. We might need a part two! Maybe we can request [cross talk 00:39:21].
Jared Kells:
Maybe! Yeah.
Jess Belliveau:
Or we'll just start our own podcast! Yeah.
Angad Sethi:
So what were your biggest learnings today, given it's been Angad and I are just learning about observability, Angad what was your biggest learning today about observability? My biggest learning was that observability does not equal Datadog. No, sorry! It was just very fascinating to learn about quantifying the known unknowns. I don't know if that's a good takeaway, but...
Jess Belliveau:
Any takeaway is a good takeaway! What about you, Jared?
Jared Kells:
I think, because I we were going to talk about state management, and part of it was how we have this ability, at the moment to, the way our front ends are architected, we can capture the state of the app and get a customer to send us their state, basically. And we can load it into our app and just see exactly how it was, just the way our state's designed. But what might be even cooler is to build maybe some observability into that front end for support. I'm thinking instead of just having, we have this button to send us out your support information that sends us a bunch of the state, but instead of console logging to the browser log, we could be console logging, logging in our front end somewhere that when they click, "send support information," our customers should be sending us the actions that they performed.
Jared Kells:
Like, "Hey there's a bug, send us your support information." It doesn't have to be a third party service collecting this observability stuff. We could just build into our... So that's what I'm thinking about.
Jess Belliveau:
Yeah, for sure. It'll probably be a lot less intrusive, as well, as some of the third party stuff that I've seen around.
Jared Kells:
Yeah. It's pretty hard with some of these integrations, especially if you're developing apps that get run behind a firewall.
Jess Belliveau:
Yeah
Jared Kells:
You can't just talk to some of these third parties. So yeah, it's cool though. It's really interesting.
Jess Belliveau:
Well, I hope someone out there listening has learned something, and Jordan and I will send some links through, and we can add them, hopefully, to the show notes or something so people can do some more reading and...
Jared Kells:
All thanks!
Jess Belliveau:
Thanks for having us, yeah.
Jared Kells:
Thanks all for your time, and thanks everybody for listening.
Jordan Simonovski:
Thanks everyone.
Angad Sethi:
That was [inaudible 00:41:55].
Jess Belliveau:
Tune in next week!
Related Episodes
- Podcast
Easy Agile Podcast Ep.27 Inclusive leadership
"It was a pleasure speaking with Ray about empowering teams and helping people reach their full potential" - Mat Lawrence
Mat Lawrence, Chief Operating Officer at Easy Agile is joined by Ray Arell. Ray currently works as the Director of Agile Transformations at Dell Technologies, is the host of the ACN Podcast, and the President Of The Board Of Directors for the nonprofit Forest Grove Foundation Inc.
Ray is passionate about collaborative and inclusive leadership, and loves to inspire and motivate others to achieve their full potential. This is exactly what Mat and Ray dive into in this episode.
Ray and Mat explore the concepts such as inclusive and situational leadership and the connection to agile ways of working, empowering the organisational brain, and fostering authenticity within teams.
This is a fantastic episode for aspiring, emerging and existing leaders! Lots of great tips and advice to share with colleagues and friends and understand the ways we can be empowering and enabling one another.
We hope you enjoy the episode!
Transcript:
Mat Lawrence:
Hi folks, it's Mat Lawrence here. I'm the COO at Easy Agile and I'm really excited today to be joined by Ray Arell. Before we jump into our podcast episode, Easy Agile would like to acknowledge the traditional custodians of the land from which we're broadcasting today, the people of the Gadigal-speaking country. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal Torres Strait Islander and First Nations people joining us today. Ray, thanks for joining us today. Ray is a collaborative and inclusive leader who loves to inspire and motivate others to achieve their full potential. Ray has 30 years of experience building and leading outstanding multinational teams in Fortune 100 companies, nonprofits, and startups. Also, he's recognized as a leading expert in large-scale agile adoptions, engineering practices, lean and complex adaptive systems. So Ray, welcome, really good to have you on the podcast today.
Ray Arell:
Thank you.
Mat Lawrence:
Love to get started by understanding what you enjoy most about being an inclusive leader and working with teams.
Ray Arell:
Yeah, so I've been in leadership probably for about 15 years, leading teams at different sizes. When you have the more intimate, smaller teams of maybe five or six people, upwards of teams that are upwards of several hundred people working within an organization that I might be the leader of. And what I enjoy the most about it is just connecting with the talented people that do the work. I mean, when you go into leadership, one of the things that you kind of transition from is not being the expert person in the room that's coding or doing hardware development or something else. You have these people who are now looking for direction or vision or other things in order for them to give them purpose in order to move forward with their day.
And I enjoy coaching. I enjoy mentoring. I mean, a lot of my technical side of me is more nostalgia now more than it is relevant with the latest technologies. There's something rewarding when you see somebody who can, if you think of Daniel Pink's work of autonomy, mastery and purpose, that they suddenly find that they are engaged with the purpose that we're doing as an organization and then the autonomy for them to just do their day and be able to work and collaborate with others. And that's always been exciting to me.
Mat Lawrence:
I can relate to that. Yeah. I think in our audience today we're going to have a mixture of emerging leaders, aspiring leaders, and experienced leaders. I'd love to tap into your experience and ideally rewind a little bit to earlier in your career when you were transitioning into being a leader. And I'd love to understand around that time, what were some of the successes that you saw in the approach that you take that you've been trying to repeat over the years?
Ray Arell:
Well, I think early on, I think, especially when you grow up through the technical ranks, and suddenly at least the company that I was with at the time, very expert-based culture, if you were the smartest person in the room, those are the people that they looked at and said, "Okay, we're going to promote you to lead, or we're going to promote you to manager or promote you into the leadership ranks." I think looking back on that, I think Ray 2.0 or Ray 3.0, whatever version I was at the time, that I very much led from that expert leadership stance, which is sort of I know what is the best way to go and approach the delivery of something, and everyone should be following my technical lead for however this product comes together.
And I don't think that was really a good approach. I think that constrained people because you ended up being more or less just telling people what to go do versus allowing them to experiment and learn and grow themselves in order to become what I had become as a senior technical person. And so I think lesson learned number one was that leading a team from an expert slant I think is probably not the best approach in order if you're going... especially if you think of agile and other more inclusive teamwork type of projects, you're going to want to give people more of a catalytic or a catalyst leader type of synergistic-based leadership style so that they can self-organize and they can move forward and learn and grow as an engineer.
Mat Lawrence:
Are there any times that stand out for you where you got it horribly wrong? I know I've got a few stories which I can happily share as well.
Ray Arell:
I'd love to hear some of yours. I think horribly wrong I think is... The question is is anything ever really not fixable, not recoverable? And in most cases, most of the issues that we've dealt with were recoverable. I think that looking at, and again, kind of back into that stance of well, am I creating a team or am I creating just a group of individuals that are just taking their work from the manager and I'm passing them out like cards type of thing... I think early on, probably the big mistake was just being too controlling, and the mistake of that control meant that I couldn't have a vacation. Others were dependent versus being interdependent on one another. And I think that made the organization run slower and not as efficient as it could be.
Mat Lawrence:
I've certainly been guilty of that same approach earlier in my leadership career where I became the bottleneck, absolutely.
Ray Arell:
Yeah. Exactly.
Mat Lawrence:
And to recognize that, it can be quite hard to undo, but it's definitely worth persevering with. Something else that I was fortunate to get some training in situational leadership, oh, probably nearly 10 years ago now. And that really opened my eyes to an approach, the way I was treating different people in my team. But I was treating them the way I first judged them. So if I saw [inaudible 00:07:01] an expert and a master, I would treat them as an expert and a master in all things. And [inaudible 00:07:05] if someone was less capable at that point in their career, I'd kind of assume the same thing. And so I would apply the same level of direction or lack of direction to those people for everything. And in situational leadership, the premise for those who don't know at home, is you change the level of direction that you give depending on the task at hand. Have you used that approach or something similar to guide how you include people in different ways?
Ray Arell:
Well, in order to include people, I think part of it is you need to... As you said, you were situationally looking at each person, and you were structuring it in a way that was from a way, an approach, of very individualized with somebody. I think the philosophy that I... Not everyone is very open or can communicate very well about their skills and their strengths, or in certain cases some people, they might be good at something but they don't exercise it because they themselves feel that that's not one of their strengths, but in reality is it is. So I think that when you're saying from a situational leadership perspective, when you hear somebody place doubt that they could be the one that could do something or to take up, say, even leadership of something, I think part of that just gets into that whole coaching and mentoring and really setting it up and helping them to be successful through that.
And I think from an inclusive perspective, I think there's a set of honesty that you have to bring into your work and humility about being humble about even what you've accomplished. Because in engineering in particular, you tend to see that when you put people into a room, the people who are newer will sit back, and they will yield to who they think has the more experience. And reality is that they came from, say, let's say they just got fresh out of college. They actually might have more skills in a particular area based upon what they just went through in their curriculum that we might not have. And so the question of how do we use the whole organizational brain in order to bring all of the ideas onto the table, I think at times it requires us to be able to be effective listeners and to sometimes just pause and allow people to have the floor and pick up the pen and not hog the space, if that makes sense.
Mat Lawrence:
It really does, and I think I've seen that in every company I've worked in to some level. I'd be really interested to tap into how you go about addressing that scenario. For the people who are listening that would face that situation, it might be the first time they've been a leader and seeing that scenario and observing it. Is there any advice you would give them to help change that dynamic?
Ray Arell:
Well, one, just becoming aware of it. I frequently doodle when I'm in a group of people, and what I'll do is I'll sit there and I'll put dots on a paper of where people are at in the room, and then I start drawing lines between those individual dots if I see the communication happening between certain players. And what's interesting is if you watch that over about a 15-minute period of time, you start to see this emergent pattern that maybe someone's domineering the conversation or they're the focus point of the conversation, and it isn't going around the full room. So then that's when you get to be a gatekeeper and you invite others into the conversation. And then you politely help the ones who are being dominant in the conversation to pause, to just give space and allow those other people to talk and to get that out.
And then I think the question of whether or not what the person says may sometimes be coherent or not coherent to the conversation, or maybe they're still trying to learn about just dynamics of everything. You just have to help to get, sometimes, to get that out of people, and use open words to basically open sentence... I mean, some open questions to pull that out from them. And I think that works really well.
Mat Lawrence:I love that. I'm a doodler as well. I'm an artist originally in my early career, and I've worked my way into solving problems through tech a long time ago now, but I still can't... I need that physical drawing to help my mind think as much as anything else [inaudible 00:12:30] than just doodling on a pad.
Ray Arell:
Same here.
Mat Lawrence:
Something that you said a little earlier, we touched a little bit on inclusivity. In your LinkedIn bio you talk about being an inclusive leader who loves to inspire and motivate others to achieve their full potential. Something I'm really passionate about is that last part in particular, is helping people achieve their full potential. It's why I love being a people leader and a COO. You get to do that across a whole company. I'd love to first touch on the idea of being an inclusive leader. How do you define what it means to be one?
Ray Arell:
Well, inclusive leadership, there was an old bag that I used to have, a little coaching bag that I used to carry around with me. And at the very top of it said, "Take it to the team," was the motto that was at the top of it. And at the bottom of the bag it basically said, "Treat people like adults." Were the two kind of core things that I think part of what being inclusive is is that I have to accept the fact that, yeah, I'm a smart person, but do we get a better decision if we socialize that around the team? Do we see what other ideas or possibility thinking? Sort of in the lean sense, make the decision as late as you can.
It's more towards the Eastern culture of, well, if I keep the decision open, maybe we're going to find something that's cheaper or better or even just more exciting for our customers. And so I think part of that is knowing that you don't have to be the one that has to make the decision. You can let the team make the decision. And we all embrace because we're empowering ourselves with this was what we all thought, not just what Ray thought, which I think is cool.
Mat Lawrence:
There's a second part to that piece you talked about in your bio around helping motivate others to achieve their full potential.
Ray Arell:
Yeah, yeah.
Mat Lawrence:
Yeah. Let's talk about where that came from for you, that passion, and what are some of the ways you look to help emerging leaders reach their full potential?
Ray Arell:
Yeah, I mean, I was lucky enough when I joined Intel Corporation that Andy Grove was still running the organization at the time. As a matter of fact, he taught my Welcome to Intel class. At the time when I joined Intel, there was only about 32,000 employees. And here's the CEO, founder of the company teaching the Welcome to Intel class, which I thought was incredibly cool, a great experience to have. He oozed this leadership, whatever mojo or whatever it is he is got going out into the environment as he's talking about the company. But he was really strong on the one-on-ones, the time that you can spend with your manager or others within the organization because you can have a one-on-one with anyone within the company. And he encouraged that. And I think that helps to... When somebody is trying to figure it out, they're brand new to the company, and you get a standing invitation from the CEO that says, "You can come and have a conversation with me," I think that sets the cultural norm right up front that this is a place that's going to assist and help me along my career.
And I could tell you that there's been a number of different times that those developed into full-blown, "I'm the mentee and they're the mentors." And in those relationships over time, it's sort of like then you say, "Well, I'm going to pay that forward." Today I have at least six or seven mentees that have all sorts of questions about how do they guide through their career or if they had some specific area that they wanted to go focus on. And it's their time to pick my brain. And in certain cases, if I don't have the full answer, I can guide them to other mentors that can help them to grow.
Mat Lawrence:
I love that approach of pay it forward that you touched on there. It's definitely something that I've been trying to do in the last couple of years myself, and I wish I'd started sooner mentoring. I've had the privilege of working with some amazing leaders in my career who I've learned a lot from. And once I started mentoring, I realized how much I learned by being a mentor because you have to think. You really think about what these people are going through and not just project yourself onto them. And it validates the rationale about why you do things yourself, why you think that way. And it forces me to challenge myself.
And I think if there's anything... I talk to some of the younger people at work who are emerging leaders, and they're exceptional in their own way. They've all got very different backgrounds, but a lot of them don't feel like they're ready to be a mentor. They really are. They're amazing people. And I wonder, have you seen people earlier in their careers try and pass it forwards kind of early on or do people feel they have to wait until [inaudible 00:18:22]?
Ray Arell:
I think it depends. One, I think the education system, at least in the United States, has shifted a bit. When people go for their undergraduate degree, it used to be just they were by themselves, they did their book studies. Very little interaction or teamwork was created for this study. I mean, back when I got my electrical engineering degree, it was just me by myself. There might be occasional lab work and lab projects, but it wasn't something that was very much inclusive, nor did they have people step up into leadership roles that early. I look at now my daughter who's right now going to the university, and everything is a cohort group. There's cohorts that are getting together. The studying that they do, they each have to pick up leadership in some regards for some aspect of a project that they're working on. So I think some of the newer people coming into the workforce are sort of built in with the skills to, if they need to take up leadership with something, run a little program, run a project, they've been equipped to do it. At least that's what I've seen.
Mat Lawrence:
I love that concept. Something that I've been observing and I talk it about a lot with our leadership team and our mentor exec teams for the [inaudible 00:19:56] as well. A lot of the conversation that comes up is around team dynamics, team trust, agility within teams, and to generally try and empower teams, set them up so they can be autonomous, they are truly empowered and they're trusted to make great decisions and drive work forwards. You've got a lot of experience in agile and agile [inaudible 00:20:21] agile leader. In your experience leading agile teams, those adoptions and those transformations, I'd love to understand if you see there's a connection between being agile as a team and those traits that an inclusive leader will have. Is there a connection there in your mind between what it means to be agile and be an inclusive leader?
Ray Arell:
I think so. Because if you think of early on, they established that servant leadership was a better leadership style for agile teams. And so I think when we talk about transformation, some of the biggest failures that occur tend to be more based upon not agile, but on issues of trust and other sort of organizational impediments that had already existed there before they got started. And if they don't address those, their agile journey is painful.
I've heard people say that they've gotten Scrummed before, using it in a really kind of derogatory way of thinking that, well, instead of getting a team of empowered people to go do work within the Scrum framework, they end up being put under a micromanagement lens because the culture of the manager didn't shift, and the manager is using it as a daily way to making sure that everyone is working at 120% versus what we should be seeing in the pattern is that the team understands their flow. They're pulling work into the team. It's not being pushed. And those dynamics I think are something that if leadership doesn't shift and change the way that they work, then it just doesn't work in organizations.
Mat Lawrence:
In the many places that you've worked and coached and guided people on, you've started to come across... There's a term that we've started to use of agile natives where people who've really not known any different because so many companies in world are going through agile transformations, and that'll continue for a long time. But as some companies are born with agility at the forefront, have you experienced many people coming through into leadership roles that don't know anything but true agility and really authentic agility as you've just described?
Ray Arell:
Well, I think it's kind of interesting because as you talked about that phrase, I was thinking about it, about, well, if you knew nothing else... But I can also say that you could become native after you've been in the culture for a period of time as well. So you can eventually... That becomes your first reaction, your first habit is pulling more from the agile principles than you would be pulling from something else. Yeah, there are those people, but it's been interesting watching companies like Spotify or watching Salesforce or watching Pivotal, and I can just go down the list of companies that have started as an agile organization, they got large, and then suddenly the anti-patterns of a large company start to emerge within those companies. So even though the people within the smaller tribe are working in an agile way, the company slowly doesn't start to work in an agile way any longer. It falls underneath a larger context of what we see happening with the older companies.
And I think some of that could be the executive culture might be just coming in where they bring somebody from the outside who wasn't a native, and they have a hard time dealing with the notion that, well, we're committing to a delivery date sometime over here, and we think we're going to hit it. But no, we don't have what would be affectionately known as a 90% confident plan that says that we've cleared all risk out of the way. And yeah, it's going to absolutely happen on that day. And some of those companies get really... They feel that they have to commit everything to the street, and if they don't meet it, they've already glued those in to some executive bonus program, ends up driving bad behaviors, unfortunately,
Mat Lawrence:
Yes, I have been there. I'm assuming that in our audience, we're going to have people who are transitioning into more senior leadership roles. They're not emerging leaders, they've been doing it for a while, and they've probably run some successful agile teams at the smaller level as you've described. For those people who are moving into the more senior roles, maybe into exec positions, is there any guidance that you'd give them for navigating that change and trying to maintain, through agile principles and what it means to be agile, in those more senior roles?
Ray Arell:
Yeah, I think part of it is the work that you did as a smaller team, everything still can scale up. And I hate to use the word scale because I think scale is kind of... People kind of use it... What would be the right word? It's misused in our industry. I think values and principles are scale-free. You can still walk each day walking into your team and still embracing those 12 principles, and you're going to do good work. The question is though, is if you're doing that at the lower level, say with a Kanban board, the question is, what does it look like when you're at your executive desk? What is the method that you go pool? If you look at most of the scaled frameworks that are out today, there's very little guidance that's given to what should be in the day in the life of an agile executive. What should that look like?
And for me, if I think about the business team, the management team is working with the delivery teams daily. They should be doing that. So what are you going to put in place for that to facilitate and occur? What are you going to do about... stop doing these big annual budget processes. Embrace things like the beyond budgeting or other things where you're funding the organization strategically, and you're not trying to lock everything in on an annual cadence, but yet your organization beneath is working every two weeks. So you should be able to re-move your bets with any organization based upon the performance of each sprint. Can you do that?
The last one is probably the most important one, is impediments. And that is how fast does it take information to go from the lowest part of the organization to the highest point of the organization? And if that takes three weeks, two weeks, or even sometimes later for certain organizations, optimize that. How do you optimize an impediment that you can personally help to go remove for people so that they're not slowed down by it any longer, whatever that might be?
Mat Lawrence:
You're touching on something there, which I think is a fundamental part of being agile, which is that ability to learn and adapt, and you can only learn when you are aware of what's happening around you, you can observe [inaudible 00:28:39] to it.
Ray Arell:
Well, I said something a couple months ago, and everyone just went, "Why did you say... I can't believe you said that out loud." It's the quiet stuff out loud sometimes. [inaudible 00:28:53]. We were trying to get a meeting together to go fix one of these impediments, and all the senior leaderships was busy. They were busy. And my question was is if this isn't the most important thing right now for us, what do you do? Really, are you doing in your day if this one isn't the highest priority that you walk into? And the questioning senior leaders that maybe they're not paying attention to the right things, and sometimes speaking that truth to power is something we have to do every once in a while.
Mat Lawrence:
I agree. That level of candor is definitely required at all levels and being able to receive that feedback so you can learn and adapt as an individual, as we were talking about earlier, about being adaptive as a leader, but also as a team. There's a point that I'd like to touch on before we wrap up, which is as you climb up the career ladder and you get into a more senior position, and then you become responsible for a broader range of things, particularly as you start reaching that executive level, I've witnessed people struggle with the transition from being the person, as you talked about right at the start of this discussion, being that person who knows everything and who can direct and have all the answers into someone where I see your job changes to being the person who can identify what we know least about, what we as an exec team know least, where we're... have the least confidence, where we see the impediments and we don't know what to do with them.
How do you go about guiding people to embrace that? Because I think what I see is the fear that comes with that, almost a fear of exposure of, "Oh, I'm admitting to people I don't know what I'm doing." And I've been rewarded through my entire career by becoming more of an expert, and suddenly my job is to be the person who's confident enough to call out, this is what we don't understand yet. Let's get together and try and resolve it. When the risk is greater, the impact is greater, and you're responsible for more things, how do you help people transition into that higher-level role?
Ray Arell:
Well, I think part of it is can they let go of that technical side, having to have their hands dirty all the time? And I've seen certain leaders that, really, somebody needs to go back and say, "Are you really sure that this is the career that you're wanting to go to? You seem to be more into wanting to be into the nuts and bolts of things, and maybe that's the best place for you because you feel more comfortable in that space." The other aspect though, as they transition, I think is again, trust becomes critical. Trust the people that are working for you, that they're not coming in and being lazy and you have to go look over their shoulders all the time because you feel that they might not be being productive or other things. You have to have the ability to say that, look, that the people that you hired are talented, and they are moving us towards our goals.
I think what becomes more critical for the health of the organization is that you have to do a much better job at actually saying, "Okay, well, here is our vision," whether it be a product vision, whether it be the company's vision, whatever that might be, helping people to understand what that North Star is, and then reinforcing that not from a perspective of yourself, but a perspective from the customer. And I think this is where a lot of companies start to drift because they start to optimize some internal metric that, yeah, that'll build efficiency within your organization. But what does the customer think? And constantly being able to represent as, if you think of from an agile perspective, the chief product owner of the organization, to be able to represent this is what the customers need and want and to be able to voice that in the vision and the ambitious missions that are set up for the organization. Make it real for people.
And then the last part of that is not everything is going to happen and come true. If you read most executives' bios, there's lots and lots and lots and lots of mistakes. And I remember this of one leader, he was retiring. And I thought this wasn't most awkward time that he actually did this. He actually went up on the stage and he talked about his biggest failure. Now, throughout my career working with this person, I always wondered whether or not they were human. And then on the day of this person's exit, they finally decided to give you a few stories about mistakes that they made. And I think that he really needed to share those stories much, much earlier because I think people would've probably found... They would've been a little stressed working around him. And it would also show some vulnerability for you as a leader to say that you don't have everything figured out, and sometimes it's just a guess. We think that this is where the product needs to go.
And then as soon as you put it in front of the customers, they're going to tell you whether or not... If you take the Cano model and suddenly you're going to hit this is the most exciting thing since sliced bread, are they going to love it or are they going to go, [inaudible 00:35:12]. I'll take it if it's free. You get into this situation where it's like, well, we can't charge as much. But I think those stories become important and anchor organizations. One other aspect of this is I think that by having somebody who's approachable and can relay those stories effectively into the organization and talk about these things, I think then that opens the door for everyone else to do it as well. Because like it or not, humans are hierarchical in the way that we think about things. A lot of people manage up, so they mimic leaders. So be that leader that somebody would want to mimic.
Mat Lawrence:
I think that's great advice, Ray. The connection for me that's run through this whole conversation is around engaging with your work authentically, whether it's the team that you're trying to lead, whether it's the agile practices at whatever scale and level that you're operating at. And to build that trust to enable that to work requires that level of authenticity.
Ray Arell:
Yeah, exactly.
Mat Lawrence:
I would love, as we wrap up, for you to leave any final tips or advice for both current and emerging leaders on that topic. If there's a way beyond just sharing your own personal stories, how would you advise people? What would you leave them with to build some trust in their teams?
Ray Arell:
Well, a couple of things. Number one, you have to be mindful about who you are as a person. Again, like I was saying, that people manage up. And if you send out an email at three o'clock in the morning, and five minutes later your people were responding to you, then you're not being a really good role model of a good work-life balance. So a lot of your tendencies will bleed off into the organization. So regardless how you assess yourself, do an assessment of your leadership, where you think it is. Harvard Business Review, a long time ago, put off the levels of what they saw as leadership models. And the lowest level is the expert and the achiever-based leaders. And if you're one of those, those are not very conducive to a good agile or collaborative culture. So if you're currently setting in that slant, then you should look ways of being able to move yourself more to a catalytic or a synergistic-based leader.
And that journey's not an easy one because I went through that myself. It took years in order to pull away from some of those tendencies that you had as an expert leader. And as an example, an expert-based leader tends to only talk to other experts. If they perceive somebody not to be an expert of something, they tend to discount those individuals and not engage with them. And so again, the full organizational brain is what's going to solve the problem. So how do you engage the entire organization and pull those ideas together?
The other one is that as you go into, from an emergent leader perspective, I think you said it yourself earlier, and that's not just the bias of you're not an expert, I'm not going to talk to you, but any bias that you might have can affect the way that you lead and judge an individual, and really could limit or grow their career based upon maybe a snap judgment that you might have had. So I think you have to be mindful of your decisions that you're taking within the organization and especially the ones you're making of people. And so you got to be careful of those.
The last one is probably just... And this gets into the complex adaptive systems space. Not everything is cut and dry, black and white, or mechanistic, meaning that we can take the same product, redo it again and again and again, and we're going to get different answers. We're going to get different requirements. We're going to get different things. It's okay for that stuff to be there. And it's okay for the stuff that's coming out of our products to be different every once in a while, and specifically because everything, it's a very complex environment. Cause and effect relationships and complexity is, customer can change their mind, and we have to be comfortable with a customer changing their mind. Our customer might have new needs that come up.
And likewise, our employees, they sometimes will have change of thought or change of what they are excited about. How do you encourage that? How do you grow those individuals to retain them in the company, not to use them for the skill they have right now, but how do you play the long game there? And I know I'm getting a little long-winded here, but the thing that I see most, even with all the layoff notices that are going on right now, is that that company's not playing the long game. I think that's a bad move because all you're doing by letting an employee go is enabling your competitor with a whole bunch of knowledge that you should be retaining. So anyway, I'll cut it short there.
Mat Lawrence:
Right. Thank you for sharing your wisdom with us today. It's been an absolute pleasure. I've really enjoyed the chat. So yes, thank you for joining me on the Easy Agile Podcast.
Ray Arell:
Awesome. Thank you for having me.
- Podcast
Easy Agile Podcast Ep.35 Jeff Gothelf on Customer-Centric OKRs, Goal-Setting, and Leadership That Scales
TL;DR
Jeff Gothelf, renowned author of "Lean UX" and "Who Does What By How Much," discusses the evolution from output-based work to outcome-focused goal setting with OKRs. Key insights: Teams need to shift from "we're building a thing" to defining success as "who does what by how much" – meaningful changes in human behaviour that drive business results; the biggest barrier to agile ways of working is that people get paid to ship features, not deliver value; leaders should change their questions from "what are you building?" to "what are you learning?"; psychological safety is critical – teams need to feel safe admitting when something isn't working; start small by simply asking "what will people be doing differently when we ship this?"; rename teams around outcomes (mobile revenue team) rather than outputs (iPhone app team); proactive transparency through weekly three-bullet-point updates builds trust with leadership. Bottom line: OKRs, when done right, are the "Trojan horse" that enables all other agile practices to succeed.
Introduction
For years, agile practitioners have championed better ways of working – Lean UX, design thinking, continuous discovery, customer centricity. Yet despite widespread adoption of these practices, many teams still struggle with the same fundamental problem: they're rewarded for shipping features, not delivering value.
In this episode, our CEO Mat Lawrence sits down with Jeff Gothelf to explore how this misalignment of incentives undermines even the best agile practices, and why customer-centric OKRs might be the missing piece that makes everything else click into place.
Jeff Gothelf is a renowned author, speaker, and consultant whose work has shaped how product teams approach collaboration and customer-centricity. Along with co-author Josh Seiden, Jeff wrote "Lean UX," which revolutionised how designers work in agile environments. Their follow-up book, "Sense and Respond," helped leaders understand how to manage in software-based businesses. Their latest book, "Who Does What By How Much," tackles the thorniest problem yet: how to align incentives and goals with customer outcomes.
This conversation traces Jeff's journey from helping designers work better in agile teams, to helping leaders create the conditions for success, to finally addressing the root cause – the goals and incentives that determine what gets celebrated, rewarded, and promoted in organisations. It's a masterclass in shifting from output thinking to outcome thinking, with practical advice for both team members and leaders navigating this transformation.
About Our Guest
Jeff Gothelf is an author, speaker, and organisational consultant who has spent over 15 years helping companies build better products through collaboration, learning, and customer-centricity. His work focuses on the intersection of agile software development, user experience design, and modern management practices.
Jeff is best known as the co-author (with Josh Seiden) of three influential books that have shaped modern product development practices. "Lean UX" (now in its third edition) began as a guide for designers working in agile environments but has evolved into a comprehensive framework for cross-functional collaboration and risk mitigation in product development. The book's core principle – moving from deliverables to outcomes – has influenced how thousands of teams approach their work.
Following "Lean UX," Jeff and Josh wrote "Sense and Respond," a book aimed at leaders and aspiring leaders. It makes the case that the overwhelming majority of businesses today are software businesses, and that managing software-based businesses requires fundamentally different approaches to team structure, management, and leadership. The book provides a roadmap for creating organisations where teams can actually practise the collaborative, customer-centric approaches described in "Lean UX."
Jeff's latest book, "Who Does What By How Much," represents the natural evolution of this work. After years of helping teams work better and leaders manage differently, Jeff and Josh identified that the real barrier to change was incentives and goals. Teams kept saying, "That's great, Jeff, but I get paid to ship features." This book tackles that problem head-on, showing how to use objectives and key results (OKRs) to create customer-centric goals that align with – rather than undermine – modern ways of working.
Beyond his books, Jeff has also authored "Forever Employable" and "Lean vs Agile vs Design Thinking," and he regularly speaks at conferences and consults with organisations on product strategy, team effectiveness, and organisational transformation. His approach is characteristically practical and rooted in real-world experience, making complex concepts accessible through clear frameworks and relatable examples.
Jeff's work continues to evolve as he helps organisations navigate the challenges of building products that customers actually want and need, whilst creating work environments where teams can thrive.
Transcript
Transcript
Note: This transcript has been lightly edited for clarity and readability.
Why Write Another Book? The Journey from Lean UX to OKRs
Mat Lawrence: Well, Jeff, welcome. I'm Mat Lawrence for our audience. I'm COO at Easy Agile, and today I'm talking with Jeff Gothelf, who is the renowned author, speaker, and consultant. You've written a good few books, Jeff. I've been looking through the list – Lean versus Agile versus Design Thinking, Forever Employable, and co-authored a few. The latest one being "Who Does What By How Much," and I was just telling Jeff in the intro here how you've managed to get across a lot of the things that I care about when trying to build teams and get them to understand OKRs. I've already given it to a few people and I'm definitely going to be giving it around. So, Jeff, welcome.
Jeff Gothelf: Thank you so much, Mat. That's very kind of you on all of that stuff. I appreciate it. Thanks for having me.
Mat: I'd love to cover a little bit around the book and the concept you're trying to get across. So I suppose the first question I have is what problem are you hoping to solve with the book? Why did you write it?
Jeff: It's really interesting. I wrote a blog post about this a while back because somebody challenged me on LinkedIn – and I appreciate a good challenge. They said, "How can you write about all this stuff? There's no way you know enough about each one of these topics to write a book. You're spreading yourself way too thin."
I thought that was a really interesting challenge. No one had ever asked that question, and it got me thinking. The answer that I came up with is that this book, "Who Does What By How Much," and it's a conversation about customer-centric objectives and key results, is the natural evolution of the work that Josh Seiden and I have been doing together for more than 15 years.
"We started with Lean UX, and Lean UX was a solution for designers helping them work more effectively in agile software development environments. The response to that book was, 'That's great, Jeff and Josh. We'd love to work this way. My company won't let me work this way.'"
So we wrote "Sense and Respond," which was a book for leaders and aspiring leaders to inspire them to manage differently, to recognise that the overwhelming majority of businesses today are software businesses, and that managing software-based businesses is different.
As we began to work with that material and talk about that, we kept bumping up against the same ceiling, and that ceiling was incentives and goals. No matter how hard we tried to convince people to be customer-centric, to learn continuously, to improve continuously, to work in short cycles, they said, "That's great, Jeff. But I get paid to ship features."
The goal, the measure of success, was shipped – preferably on time and on budget. That's what got celebrated and rewarded, incentivised and promoted. It was in the job descriptions and all that stuff. So it felt like we were really fighting a losing battle.
Objectives and key results has been gaining momentum for the last decade or so. To us, that felt like the perfect Trojan horse – and I know Trojan horse has a negative connotation, but I don't think of it in this case as a negative thing. It was the perfect way to have a conversation about goals in a customer-centric fashion that, if applied in the way that we describe in the book, would enable everything else that we've done to happen more easily.
"What Will People Be Doing Differently?" – The Question That Changes Everything
Mat: I love the evolution of it, Jeff. I've been working in tech now for about 15 years. Prior to that, I used to work in the arts and special effects, which in itself is a very agile industry where you're constantly building prototypes and figuring out what things need to do before they go on stage or be filmed.
When I entered into the tech world as an inexperienced founder and product developer, I was designing to solve problems, and I found the teams I was working with responded really well to that. "What are we trying to do? What are we trying to get here?" They used to give me feedback all the time on whether I was helping them see far enough ahead with the value we're actually trying to deliver.
When I joined Atlassian in 2014, when we were introducing OKRs there, I think we were facing a problem that you described really well in the book, which is around people focusing on shipping their to-do list. They have a backlog that is predefined, full of great ideas, and they really want to get it out the door. Trying to change that conversation to be around "how do we know if this is any good?" – the answer was we just don't know.
I'd love to touch on how have you guided teams to move from that more traditional output-based metrics and shipping into that outcome approach? Maybe you could give an example of where that shift has led to some significant success.
Jeff: Sure. The title of the book is "Who Does What By How Much?" Overwhelmingly, the teams that we've worked on and with over the years have focused on delivering output, making stuff. The question that we tried to get them to understand is: if you do a great job – let's say when – when you do a great job with this feature, how will you know? What will people be doing differently?
That's the question that starts the mindset shift from outputs to outcomes. Outcomes, the way that we describe them, is a meaningful change in human behaviour that drives business results. The human that we're talking about is the human that consumes the thing that you create.
"The question is how will you know you delivered value to that human? Traditionally, it's been like, 'Well, we made the thing for them. There it is.' We made the Sharpie. Terrific. Did anybody need a Sharpie? Anybody looking for a Sharpie? How do we know? What are people doing now that the Sharpie is out there?"
The mindset shift starts with that question. Even in an organisation that just doesn't get this yet, it's a really safe question. I think it's a safe question to say, "Okay, we're gonna build the thing. What do we expect people to be doing differently once we ship this thing?" And when I say people, let's get specific about who. Which people? Who?
This is the evolution of the book title and how we teach this stuff. So what would people be doing differently before we start? Which people? Who? Okay, it's accountants in large accounting firms. Great. When we ship this new system to them, what are they gonna be doing differently than they're doing today? Well, they'll be entering their data more successfully and finishing their work in half the time.
Terrific. What are they doing? Who does what? And how much of that do we need to see to tell us that this was actually valuable? Well, today they're seeing at least a 30% error rate in data entry. Okay, great. What's meaningful? What's a meaningful improvement? If we cut that in half, that's a meaningful improvement. By how much?
All of a sudden, we've constructed the success criteria that has moved the team away from "we're building a thing" to "accountants in large accounting firms reduce their data entry errors by 50%." Who does what by how much. That begins the mindset shift in that conversation in a safe way because we're not saying let's set new goals, let's rewrite our incentives. We're just saying, "Look, I'm just asking a question."
Then once we start to build stuff, and especially once we start to ship stuff, you remember that conversation we had three months ago? We talked about who does what by how much. Is it happening? Do we know? Can we find out? And if it isn't, let's figure it out.
The Non-Profit That Changed Their Approach - From One Million Buses to Ten Iterations
Jeff: I'll give you an example. There was an organisation I worked with – I really loved working with them. They were a non-profit organisation that was looking to address major diseases in the developing world. They had three or four very specific diseases that they were targeting in very specific locations around the world, and I was thrilled to be working with them and helping them.
They managed everything with a task list. They were like, "We're gonna create this campaign and we're gonna put it on buses in China." And I was like, "Okay. How do you know that? So what? If the campaign works, what will people be doing differently?"
"Well, they'll scan the QR code that's on the bus."
"Okay, alright. And then what?"
"They'll sign up for an appointment to get a cardiovascular check."
"And then what?"
"For those who need actual care, they'll sign up for care."
"All of a sudden, we've taken 'put an ad campaign on a bus' to 'who does what by how much.' When we started to think about it that way, they fundamentally were rethinking the level of effort."
Because you might imagine, it was going to be one million buses and hope that it works. Instead, they decided, "Hey, we're gonna do 100 of these in one locality, and we're gonna give it a week, and we're gonna not only see what happens, but find out if people saw the ad, if it speaks to them, if they understood what it said. Then based on that learning, we're gonna iterate on the campaign."
So instead of getting one giant shot at this advertising campaign to drive people to take better care of themselves, now they're gonna get ten iterations. I think that was massively impactful in helping that organisation do better work and help more people.
Mat: I love how you're bringing that back to the experimental and iterative approach that people so often want but really struggle to get to. I've seen so many occasions where OKRs end up describing something that takes three, four, five months to build and ship, and they're only trying to measure the big outcome at the end, whereas what you're talking about there is breaking it down, making it far more iterative and experimental.
Jeff: Reducing your risk. Imagine this organisation had, let's say, £100,000 for this campaign. Traditionally, they would spend that whole hundred grand and hope. The reality is there's no need to do that. They could spend 10 and learn and do a better job with the next 10 and a better job with the next 10, and if they've de-risked it enough, take the last 50 and dump it on the thing that you've actually validated.
It's a de-risking strategy as well. You're increasing the value you're delivering and reducing the risk of spending money on stuff that isn't gonna work. Feels like a no-brainer, doesn't it?
The Reverse Five Whys - Asking "So What?" to Find Your Outcome
Mat: You make it sound like everyone should be doing it, which I agree with. There was something that you did in the middle of that conversation which I really like, and it's kind of like the opposite of the five whys. You know, where you see the problem and you ask why, why, why and you go back to the root cause. Whereas you took that in the other direction there.
Jeff: Right. We were moving forward in time for the desired outcome.
Mat: Yeah, exactly. You said, "Okay, you want to put this thing on a bus. So what?" And you took that three or four steps forward to get to that ultimate outcome. I love that, and that's probably a tactical, practical approach that our audience can take.
I think some of the stuff that I've struggled with over the years is getting teams who are new to OKRs to understand how to move from writing their to-do list, writing their backlog, turning that into their key results, and actually getting it into the outcome base. I think that's one of the things that a lot of teams find hardest to grasp.
Jeff: And as I kicked off with, if your entire career you've been rewarded for shipping and producing and ticking off a to-do list, then it's really hard to break away from that without some form of leadership buy-in. That's coming back to that incentives and performance management criteria side of things. That's really hard because that's what people optimise for.
We can preach outcome-based work until we're blue in the face, as they say in America at least. But if you're paid to ship product, you're gonna optimise in most cases for what gets you paid. That's an important component of this that I think gets ignored a lot.
Two Audiences, Two Approaches - What Should Teams and Leaders Do Differently?
Mat: Let's talk practically around this. We're probably going to have different people listening to this. We could probably give two bits of advice. One is somebody who's in a team and they really want to try this, or maybe they've been trying this and struggling because the incentives don't match. The other group may be someone who's in leadership who is trying to change their organisation to move into this more outcome-based approach. What advice would you give to each of those people?
Jeff: Great question. Let's start with the folks trying to make this happen initially. In my opinion, one of the easiest ways to move this conversation forward in your organisation is to ask that question I mentioned: What will people be doing differently when we ship this?
Have that conversation. Position it any way you'd like, word it any way you'd like. But ultimately, you're not challenging the work. You're not saying "I'm not gonna do the work." You're not pushing back yet.
"All you're saying is, 'Look, we're gonna build this thing, and we're gonna do a great job. What do we hope people will do with this once we have it out there? What are we trying to see? Are we trying to see them increase average order value? Do we want them to abandon their shopping carts less? Are we trying to get them to sign up for a medical check-up at least once a year?'"
That starts it. That starts getting people to think about more than just "I am making a thing."
Mat: If you took that to leadership and said, "Yeah, we're gonna get this stuff out the door, but I want to check with you that you're happy that this is the outcome we're trying to get to, that this is the result if we get it right."
Jeff: I think that's great, and I think that you should come back to them after you ship and say, "Look, remember we met three, six, nine months ago and I said we're building this and we're hoping people will do this? Well, we built it as designed, on time, on budget, and so far we're not seeing the results that we anticipated. We talked to some customers, and here's why we think that is. What we'd like to do next..."
To me, that should be a safe conversation inside your organisation.
Mat: I can imagine people listening to this and getting some cold sweats at the concept of going to someone and saying, "I did everything that you expected from me, but it wasn't good enough."
Jeff: It's not that. What tends to happen in these situations is a lot of upfront planning and commitments, and then we execute. Regardless of all the work that people have done to convince people that there are better ways of working, that's generally speaking how people are doing work still. We did the thing, and guess what? It didn't work. It didn't work as we had hoped. It's not because we built it poorly. It works as designed. We did usability testing on it. People can use it, they can get through the workflow.
What we think is it's not solving a meaningful problem, or we decided to put it somewhere in the workflow that didn't make sense, or whatever the case is. I understand it's not a risk-free conversation. I'm not encouraging people to do things that are career-limiting per se, but at some point we've got to talk about this kind of stuff. Otherwise, we're just a factory. I don't think anybody wants to work in a factory.
It's Not About the Quality of Your Code, It's About Learning
Mat: I couldn't agree more, and I think that the heart of what I spend a lot of my time doing is helping people understand how to get the benefits out of being agile, that agility piece. What we've been discussing there is that key part of learning. You can plan and you can build, you can have alignment on those things, you can improve how you're building all the time and reach quality standards and pass usability testing. But ultimately, if you don't learn, you're never gonna get the insight that you need to adapt what you do next.
"Where a lot of people fall down with agility is they go through all of the motions up to that point, and then through fear, self-preservation, or they've just not seen anybody else around them do it before, they hesitate to say, 'This thing that we've all invested all this time and effort into isn't working as expected.' It does take some courage to do that."
Jeff: It does. I agree. But it's an evidence-based conversation. It's not "we did a crap job." We didn't. It's bug-free, it's high performance, it's scalable, it's usable. But you can build products like that – there are infinite stories of products that were amazingly executed that didn't meet a need, didn't solve a problem.
Mat: Yeah, I built one of those and had to close a business for it, so I know that all too well. If there's a lesson I learned through the years of doing that, which you touched on earlier, it's around by focusing on the outcomes that you want to see, those behaviours you want to change, and bringing the work down, de-scoping the work to start to experiment and iterate, you de-risk all of that. You'll learn a lot earlier whether you're on the right track or not rather than getting that big bang at the end.
Jeff: Yeah. Again, you're reducing the risk of building something that people don't want. Let's just use round numbers because they're easy. If you have a million-pound budget to build something – a new product, a new feature, a new service – and you spend 100 of that million and find out that this isn't the right thing to make, it's not a real problem, for whatever reason, you've just saved the company £900,000.
They should hoist you up on their shoulders and sing your praises, parade you around the halls. That's how it should be. You're a hero, and now we can take that £900 and do something that actually will deliver value with it.
If You're a Leader: Stop Asking "When Will It Be Ready?" and Start Asking "What Are You Learning?"
Mat: The second half of that question was around if you're a senior leader in an organisation and you want to move to an outcome-based approach, maybe you start with celebrating the people who are trying to do that and positively reinforcing it in that way. But what advice would you give that person?
Jeff: Absolutely. Celebrate anybody – literally hoist them up on your shoulders and parade them around the halls and say, "Look, this team tried this, figured out it wasn't going to work, and pivoted, and saved the company a million pounds." That should be a regular conversation and a regular thing that the company celebrates.
What's interesting is that you can find yourself on a team with resistant leadership, and you can also find yourself in leadership with resistant teams. And for a variety of reasons, not the least of which is that they've never actually been allowed to work this way and don't believe you that you're gonna let them work this way.
"Without getting caught up in too much process or training or dogma, I think as a leader you start to soften the conversations around this stuff by changing the questions that you ask."
Normally, it's like, "Hey, what are you guys working on? When will it be ready? How much is it gonna cost me? What do you predict the ROI is gonna be?" That's a typical line of questioning for a product team.
Conversely, you can say, "Hey, folks. What are you learning this week? This sprint? This quarter? What did you learn?" You might get a bunch of blank stares initially. They'll say, "What do you mean, what did we learn? We're building what you told us to build."
"Okay, well, cool. Next quarter when we meet, I'd love for you folks – I'm gonna ask you this question again. What did you learn this quarter about the product, about the customer, about the value of the thing that we're delivering? If you don't know how to answer those questions, I can help. I can get training for you. I can get some folks who've done this in other parts of the company to show you how they're doing this work."
To me, you're not enforcing. One of the issues of organisations just mashing process on top of organisations is folks don't understand why. Why are we doing this, and how is this supposed to make anything better? One of the ways to ease folks into a different way of working is to change your expectations of them and make that clear to them.
Instead of saying "What are you building? When will it be ready? What's the ROI?" say "What are you learning? Are we doing the right thing? How will we know?" And then if they don't know how to get the answers to that, don't make them feel stupid. Say, "Look, I'm gonna help you with that. I'll show you how the other teams are doing it. I'll get you some training. We'll work on this."
That's super powerful because you're changing the expectations that you have for your team, and you're making it explicit to them.
Navigating Conflicting Forces - Outcomes vs. Predictability
Mat: I've got this image in my head of people in a large organisation where they're on this journey that you've described with their team. Maybe they're a leader somewhere in the middle of the organisation, working with multiple teams, and they're starting to see some progress. The teams are on board, they trust that the questions you're asking are genuine and authentic, and they really want to understand the outcomes.
They're starting to come back with great questions themselves around who does what, what's the behaviour we're trying to change, how are we trying to change it, are we successfully doing that or not. Whilst that starts to get some traction and momentum, at the same time this leader's got other people in the organisation – maybe some more traditional executives who are getting investors on their boards asking for their KPIs to be met and the efficiency and the predictability they expect so they can forecast.
They have jobs to do themselves, and they seek some predictability. How do you help guide that person to navigate those two conflicting forces?
Jeff: It's hard. I've seen it multiple times. I think there are a couple of ways to navigate those political challenges in an organisation. One is you have to model the behaviour that you want to see both in your teams and in your colleagues as well.
Every interaction that you have with your peers at leadership level should contain these types of conversations around the customer, around learning, around value, around risk mitigation, and continuing to model the behaviour you want to see.
Someone says, "Well, we just have to build the iPhone app."
"Okay, great. But why? Why do we have to build the iPhone app?"
"Because we have to increase mobile revenue."
"Why? What is it today? What are we hoping to get?"
The Power of Renaming Teams
There's a super simple trick I wrote about probably a decade ago. If you're in a leadership position to get the organisation to start to think differently about how to do work, it's simply changing the names of the teams.
For example, let's say you and I work on the iPhone app team. What's our mission? Build an iPhone app. Exactly. So that's the iPhone app team, and that's the CRM team and that's the Android app team, whatever.
"What if we change the name of that team? Same team, same people. But it's the mobile revenue team. All of a sudden, the purpose of the team has fundamentally changed. It's no longer 'build iPhone app.' It's 'increase revenue through the mobile channel.'"
That might be an iPhone app, might be an Android app, might be a better website, might be a million different things. But from a leadership perspective, one of the things that you can influence is the name of these teams, and how you name them determines what work they do. That's really powerful.
Prove the Model
The other thing that you can do as a leader is prove the model. There's a lot of "my idea is better than your idea" type of conversations at work. Instead of saying, "I think we should work this way," say, "Look, I've got a pilot team in my group that's been doing this for the last three months. Here's what the team looks like. Here's the work that they're doing. Here's how they work. Here's what they're producing. Here's their happiness score. Here's their productivity. Here's their efficiency. Here's the impact of the work that they're doing with the customer."
If you've got one or two of those teams working that way, that's a compelling argument for saying, "Look, let's give it a shot." You've got the evidence that says this is a better way of working. Proving the model is always a good way to go.
Team Autonomy and Empowerment
Mat: One of the things that I'm picking up on in what you're saying leads to an outcome within teams that I've seen – around autonomy and empowerment within teams. Something I'm always trying to do in my role in organisations is make myself redundant. If the team don't need me anymore, I've done my job.
I'm at work where I've been very clear with the rest of the leadership team: I'm getting involved in way too many decisions, and I need to remove myself from those decisions because I'm slowing us down. If I have to have all of the context to be able to get involved with that and help move us forward, then we're gonna go slower than we should.
We're very quickly removing me from decisions, and it's been a great journey. Terrifying for me because I don't know as much about what's going on. But I'm seeing the teams themselves equipped with questions like "who does what by how much?" – that's one tool around the OKRs. Also equipped with other tools and ways of working, and usually it comes down to: are they asking the right questions? Are they applying the level of critical thinking to achieve those outcomes?
"Ultimately, if we can get teams to be more autonomous, leaders have a much better time of scaling themselves without burnout, without having to get really drawn in. When teams make decisions when you're not in the room that are fighting to achieve the outcome that you also want to achieve, that's when you really start to move quicker. That's when you start to really see the benefits of agility."
Have you got any thoughts on that that you'd like to share?
Jeff: It's a really tough sell. I see it all the time because I think that leaders have defined themselves – I don't want to speak in absolutes, so the majority of leaders have defined themselves in a way that says, "I tell people what to do." That's my job.
If you ask any kid – 10 years old, 12 years old, 9 years old – "What's a boss?" they'll say "A boss is someone who tells people what to do." I think we grow up with that, and I think leadership canon for the last hundred years has roughly said that, with the exception of the last 20 to 30 years where we've seen a lot of agile-themed, agility-themed leadership books and materials come out.
Still, I think the overwhelming majority of people believe that it's their job when they're in a leadership role to tell their teams what to do and to be keenly aware of every little detail. Because what if my boss comes to me and says, "Hey, what are your teams doing?" If the answer is "I don't know," that's probably a bad answer.
I agree with you. Day-to-day decision stuff – who better to make that decision than the teams doing the work day to day? They know far more about it than I do. They're with the work every day, they're with the customer every day, they're getting the feedback.
There's no reason for you to run these tiny things past the leader every day. It's exhausting for the leader, as you said, and the team knows more about it. Big strategic shifts, invalidated hypotheses, radical shifts in the market, new competitive threats – absolutely, let's talk about that.
The Two-Way Solution
I think there's a two-way solution here. Number one, leaders need to let go a little bit and understand that the most qualified people to make decisions about the day-to-day trivial stuff are the team doing the work.
David Marquet said this in "Turn the Ship Around." He ran the worst-performing nuclear submarine crew in the American Navy and turned it around to the best-performing crew. Basically, what he said was he pushed decision-making down as close to the work as possible. The only decision he kept for himself was whether or not to launch a nuclear missile, because people are gonna die and he didn't want that on anybody. That's his job as the leader.
Same thing here. You're gonna push decisions all the way down, and we've got to get folks to think about that.
Demand Proactive Transparency
To make that easier for people to swallow, people who are not used to this way of working, I think we have to demand greater proactive transparency from the teams.
Teams love to play the victim. "They don't let me work this way. My boss won't let me work this way. My boss doesn't get agility, doesn't get customer-centricity. She just comes down here and yells at us."
"What if on a weekly basis, without being asked for it, you sent your leader three bullet points in an email every week? Here's what we did this week. Here's what we learned. Here's what we're planning on doing next week."
If there's anything significant, you're gonna put that in there as well. But otherwise, just those three things. You're not even asking for a response. Weekly update, three bullet points, 15 minutes max of effort on your part.
In my opinion and in my experience, what happens is leaders chill out. Because all of a sudden they know what's going on. They see that you're doing work, that you're making objective decisions, and that you're taking the time to keep them informed. When their boss comes to them and says, "Hey, what are your teams doing?" they can just look at that email and be like, "This is what Mat's team is doing, this is what Jeff's team is doing."
To me, if there's a role here – and it's not an insignificant one – for the teams to play to improve their ways of working or to improve the comfort level that leaders have with new ways of working, this is it.
Mat: I have had the privilege of being someone on the recipient of those equivalent three-bullet-point emails running 12 different product teams, trying to understand what was going on. You're right – the stress levels go down when you understand proactively what's going on. It became the first thing I would do on a Monday morning knowing I had all that information.
It was something that teams were doing as part of their own weekly reviews as a team, and they just captured it and shared it. So there's no extra work for them. But it made this huge difference of suddenly I could understand where did I need to actually spend my time to help, rather than trying to chase and get information or get too close into managing people who didn't need it because they had it in hand.
I was able to prioritise and think, "Oh, that team looks like they're struggling, so we're gonna go and ask them some questions, see how I can remove some blockers for them."
Jeff: And if there is a blocker, add it in there. "We've been trying for three months to get access to customers. The sales team keeps blocking us. Can really use your help here."
The Shift from Being Rewarded for Knowing to Being Rewarded for Learning
Mat: There's a thing I've observed over the years – it takes a while to get there before you actually start getting rewarded for it in most organisations. In forward-thinking, very agile organisations, it starts a lot earlier, and I think that's something I'd like to try and shift left, try and get it earlier in people's careers.
It's this shift between: spend your entire career being rewarded for being knowledgeable, for being the expert, and knowing how to do something. You get promoted for that, you'll get a bonus for that, you'll get rewarded for it time after time. The more you learn, the more capable you become, the more experienced you are, you've got the answers for everything, you get promoted. You work your way up the career ladder.
Then you hit this tipping point where you hit a level where you realise there aren't many people around you at that point who are seeing the problems. Everyone's busy, everyone's focused on their thing. Then you realise that actually it's your job to call out that this thing isn't working. It becomes your responsibility to say, "There's a problem here we need to address as a company, as an organisation."
As an exec – Nick Muldoon is our CEO – we have an exec weekly, and the majority of that conversation is each of us saying what we don't understand, what we don't know, what we haven't figured out yet. We trust each other that all the rest of it's in hand and working beautifully. The things we really want to talk about is what don't we understand and what are we learning or what are we seeing that we need to try and figure out what to do with.
I see people struggle with that transition if they've not started it earlier in their career. Going back to the basics around sharing the learnings and are we actually achieving what we wanted to, are we seeing the behaviour shift, are we seeing it measured – if we're saying no, having the freedom to be able to call that out earlier, I think it makes that transition in life a lot more straightforward.
Jeff: Look, there's a level of seniority, and the subtheme here that we are dancing around but haven't yet named is psychological safety. It's this feeling that I'm comfortable calling things out that are against the grain, that contradict the plan, that are not working, and I keep seeing and nobody's addressing.
"I think there's a level of seniority that brings some psychological safety. But ultimately, organisational culture has to make it safe."
In other words, if leaders like you and your leadership team are consistently curious – "What do we not know? What are we not aware of? What's not working?" – your teams are going to feel comfortable calling those things out to you because you're asking those questions.
When they change the questions that they ask, it models psychological safety. It models the kinds of questions they want their teams to ask, and that's how change starts.
Building Psychological Safety - "If You Don't Know How, I'll Help You"
Mat: I couldn't agree more, Jeff. I think we've covered a lot of ground today, and psychological safety is one of those really hard intangible things for some people, particularly if they've never experienced it. We see it when we get new people joining our team. We're in a privileged environment where we have a lot of psychological safety.
When new people join from organisations that haven't had that, their behaviour is almost fighting against it. They hold on to their protected ways of working where they get a little bit territorial and they don't want to be vulnerable. It can take a good few months for people to settle in and relax into it.
There was a piece that I want to go back to, and maybe we wrap up on this. You talked earlier around a leader talking to their team and asking them questions to help them understand that it's okay to come back and say, "This thing that we've been developing, this product that we've been getting out the door, isn't having the desired impact." To look at it, question it, be curious, and come back to it.
The thing that you touched on there which I really love was that supportive nature of it. It's okay to do this, and if you don't know how to do it, I'll help you. If you were to give one last tip to our audience – how would you encourage people, leaders specifically, to move more into that space?
Jeff: I think it's a question of asking the right questions. I've been married a long time – half my life, it turns out. I did the maths the other day. If I've learned nothing in my 20-plus years of being married, I've learned that you don't start out immediately solving the problem. You listen and you ask questions. I've learned that. It took a long time.
I think that's our nature as leaders as well. The tendency is "let me solve that for you." Well, hang on. Before you jump to solutions, dig into the problem. What's the issue here? What's the problem? How can I best help you?
"Well, listen, we've set these customer-centric goals now. We've got great OKRs. Thanks for teaching us how to do that. Normally though, we're told what to do, and no one's telling us what to do now, and we don't know what to do. We have no idea how to figure that out. In the past, people have told us. Now I don't know what to do. Can you help us? How do we figure that out?"
To me, those are the kinds of answers you want to elicit from your teams. What's actually going on here?
This is where five whys comes in. "Well, you know, we keep hearing that we should be talking to customers. The reality is it's really difficult to get to our customers."
"Why is it difficult?"
"Well, because we're in a B2B space and we sell aeroplane engines."
"Okay, great. And why does that make it difficult to reach customers?"
"Well, because we have a sales team."
"Why does that make it difficult?"
"Well, because they guard their contacts and they don't want us messing with it."
"Okay, now I understand."
"I think if it's about asking the right questions as a leader, and then when you get to the root cause, you say, 'Well, listen, I can try to unblock it in this way. Do you think that would be helpful? Yes or no?' That becomes far more of a partnership than a hierarchical relationship."
Then you trust me to be honest with you about how well things are working and where things need help, and that's tremendous.
I run a very, very tiny business in the sense of number of people – it's three and a half people total. Even in a three-and-a-half-person business, people try to do good work and people don't want to bother you with what's going on. Sometimes people get overwhelmed, whether it's with work or personal stuff or a combination of the two, and then things start to slip.
The more you can foster that kind of transparency and trust, psychological safety, the less you find out that something is broken with the consequences of it being broken. You find out well in advance of anything actually happening.
Mat: I love that, Jeff. I think that's a great place to wrap up. I'm really grateful for your time, really enjoyed the conversation, and thank you for sharing your wisdom.
Jeff: My pleasure, Mat. Thanks so much for having me. This was fun.
---
Thank you to Jeff Gothelf for joining us on this episode of the Easy Agile Podcast. To learn more about Jeff's work and get your copy of "Who Does What By How Much," visit jeffgothelf.com. You can also find his other books, including "Lean UX" and "Sense and Respond," which provide the foundation for the customer-centric approach to OKRs discussed in this episode.
Subscribe to the Easy Agile Podcast on your favourite platform, and join us for more conversations about agile, product development, and building better teams.
- Podcast
Easy Agile Podcast Ep.24 Renae Craven, Agile Coach on team alignment and taking a leap out of your comfort zone.
"I had an inspiring conversation with Renae around the benefits of leaping out of your comfort zone and aligning team behaviour " - Chloe Hall
Chloe Hall- Marketing Coordinator at Easy Agile is joined by Renae Craven - Agile Coach, Agile Trainer, Scrum Master Coach and QLD Chapter Local Leader at Women in Agile.
Join Renae Craven and Chloe Hall as they discuss:
- Renae’s journey to becoming an Agile Coach and Agile Trainer
- Taking a leap out of your comfort zone
- The importance of taking time to gather feedback and reflect
- Building a team environment where everyone feels safe to contribute
- Aligning team behaviour and how prioritising learning impacts team delivery
- Why sitting all day is bad for you and how to bring movement into your work routine
- + more
Transcript
Chloe Hall:
Hello and welcome back to the Easy Agile Podcast. I'm Chloe, Marketing coordinator at Easy Agile, and I'll be your host for today's episode. Before we begin, we'd like to acknowledge the traditional custodians of the land from which we broadcast today, the people of the Dhuwal speaking country. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal Torres Strait Islanders and First Nations people joining us today. Today we have a very exciting episode for you. We will be speaking to Renae Craven. Renae is an Agile coach, Agile trainer, scrum master coach, BASI Pilates instructor, and runs her own Pilate Studio.
Renee is also a chapter local leader at Women in Agile Brisbane and is the host of the podcast The Leader's Playlist alongside David Clifford. Renae's passion in life is to help people to be a better version of themselves by raising your awareness of areas they wish or need to improve them and to support them in their learning and growth through these areas. According to Renae, coaching is not about telling people what to do. It is about questions to allow them to dig deeper, uncovering realizations and their desire for change. Welcome to the podcast, Renae. Thank you so much for coming today. Really appreciate it and very excited to unpack your story, your journey, and all the success you have achieved, which is amazing. How are you today anyways?
Renae Craven:
I'm all, I'm good. Thank you, Chloe. It's Friday, so I'm always a bit wrecked on a Friday. Looking forward to sleeping in on the weekends and things like that. So yeah, Friday I'm already, always a little bit dreary, but other than that I'm fine.
Chloe Hall:
Well, that's good. Friday afternoon definitely can always do that to you. I'm very pumped for a sleep in as well. I think let's just get straight into it. So some of that I wanted to start was I just want to unpack you as a person, Renae, and kind of your story, who is Renae and the journey you've taken to become so successful today. So if you wanted to provide a little bit of background about yourself.
Renae Craven:
How far back do I go? So I did IT at uni, Information Technology at uni. So I started my career out as a graduate developer, software developer, pretty crap one at that.
Chloe Hall:
Surely not, I don't agree with that. I can't see it.
Renae Craven:
I knew enough to get by, but it was definitely not going to be something that I was going to do for the rest of my life. But back then I was 20 and kind of just was doing things that you were supposed to do when you grow up. You're supposed to go to school and you're supposed to do well in grade 12 and go to uni and get a degree and then get a job.
Chloe Hall:
Definitely.
Renae Craven:So yeah, I ticked all those boxes and found myself with a degree in a job in a good organization. And I was in that development job for a couple of years and then I kind of moved more into team leadership and I was a team leader for a while and then I became a scrum master back in 2010. So that was when I discovered Agile.
Chloe Hall:
Okay. Yup.
Renae Craven:
And I think the rest is kind of history. So when I discovered Agile, things started to make more sense to me. Talking to people, having teams, working together, collaborating together, solving problems together, getting multiple brains onto a problem. That kind of thing was one thing that I never made sense to me when I was a grad straight out of uni. And I'm like, "What do you mean?" Because even during my university, I was a little bit different and I was remote. I did university remotely years ago and with a group of four others, there were four others, it was a group of five. We did everything together, we did all our group assignments, we studied together, we ate lunch together, we just kind of did.
Chloe Hall:
So with the exact same group?
Renae Craven:
Yeah. All the way through uni. I went from that kind of group setting to working and more of an individual on my own like if I've sat in a cubicle with walls that were higher than me, I didn't have to speak to anyone else if I didn't want to. And that never really sat well with me. It was never kind of who I was. So when Agile was, Scrum specifically was here's all these people we're going to throw together in a team and here's all of the problems and you work out together how you're going to solve it.
Someone's not going to tell you what to do or how to solve it, you've got to figure it out as a team, it was a much more, cool this is what makes sense, this works better. Why wasn't it always like this? So yeah, that's kind of where my Agile journey started and it kind of progressed as I did scrum mastering for quite a few years in different organizations, different scenarios, different contexts. And then I guess I was able to comfortably call myself an Agile coach I would say maybe 5, 6 years ago. I mean, there's nothing really that you can do that you go tick, Oh, I'm an Agile coach now.
Chloe Hall:
There's no kind of straightforward degree or certification.
Renae Craven:
No, it's really just experience. And I had experience around and people were telling me, "You can call yourself a coach, an Agile coach now, you've got plenty of experience". I'm like, "Yeah, but I feel like there's so much more that I need to know or that I could learn". So I don't really feel comfortable. But I was working for a consultancy, so that was just how I was being marketed anyway. So that was kind of 5, 6, 7 years ago that that started to happen. And then I do other things as well, like Agile training. I love training people, I run training courses, do the coaching as well. And then I've got my Pilates as well.
Chloe Hall:Just an all rounder, a lot going on, that's for sure. I think as well, I just want to unpack, you had that transition when you were a graduate developer and you found it quite isolating. And then you came into this concept of Agile when you are working in teams. Was it when you started doing that Agile, did that kind of spike like a passion, a purpose of yours and that's what led you down that Agile training, Agile coaching road?
Renae Craven:
I think, I mean purpose, I still don't know if I know what my purpose is in life. Passion. I think what it helped me understand about myself is where some of my strengths were. And my strengths aligned with what was needed to be a scrum master and a coach later on. So the ability to facilitate, that's a big part of being a scrum master, a big part of being one of the key things about being a coach. And that was just something that I was kind of naturally able to do, but I didn't know until I started doing it, if that kind of makes sense.
Chloe Hall:
Yeah. I feel like, isn't that always the way, It's like you don't know something or you don't really know your strengths until you just step into it. You've really got to get out of your comfort zone and just try new things, experience new things. Otherwise, you're never going to know.
Renae Craven:
Yeah, exactly. So yeah, can't trying to create that equal participation in a room or in a workshop from a facilitation and facilitating a group of people from different walks of life to an outcome and just letting it kind of flow and let the conversations flow. But still, you've got to get to this outcome by the end of the day or end of the workshop. That was something that I was naturally able to do. And I mean, my first workshop, how I facilitated that, I don't even remember what it was, but I'm sure how I facilitate now is very, very different. But it was still something that I loved doing, that I enjoyed doing. And the training part of it, it's funny because at school I used to hate public speaking. I used to hate.
Chloe Hall:
You sound like me.
Renae Craven:
Yeah. All of that, how I used to get up in English and do an oral exam and things like that. I hated all of that stuff. I was very happy to just hide in the background and never answer a question or never cause any trouble or be disruptive or whatever. Except in maths class I was a little bit disruptive in math class.
Chloe Hall:
I am resonating so much with you right now because I was literally the exact same. And I've always had a bit of a passion for math. So in maths I was super outgoing, would ask so many questions. But in English my biggest fear was public speaking. I just could not stand up for the life of me. It was the worst. I was always so nervous, everything about it. And I think that's really interesting to see how far you've come today from what you thought back then. Was there any type of practices, lots of work that you had to do on yourself to get to this point today?
Renae Craven:I think similar to what you said before, you got to get out of your comfort zone. And I think, especially early on in my career, that being pushed out of my comfort zone. There's a few leaders that I was working for at the time that, well a handful of people that over the years have pushed me out of my comfort zone. And in the earlier days where I wouldn't have done that for myself. So doing that for me or I didn't really have a choice because I was a good girl and I followed orders back then. It was just something that I went, "Oh okay, well that's cool". I'm glad in hindsight, I'm glad he did that because I wouldn't be where I am right now if I wasn't thrown into the pilot team, the pilot agile team. So yeah, there's things like that where I've been pushed into my comfort zone and just had a go and found out that, oh, it wasn't so bad after all.
Maybe I could do that again. And then you start to build your own kind of resilience, you go, well I've did this before so that's not much harder. I reckon I could do that. Or it's kind of thinking about it like that, but it's also changing. It was shifting my mindset to be you've got to get out of your comfort zone, you've got to screw up to learn. The way that it was at school where you got rewarded for being correct, you got rewarded for doing the right thing. And that's not how I learn. That's not how a lot of people learn. You have to screw up to then go.
Chloe Hall:
Definitely.
Renae Craven:
Okay, well next time I do that I'll do this instead.
Chloe Hall:
Yeah, definitely.
Renae Craven:
Or getting that feedback of how you did this, well next time maybe you could do this or whatever it is. Just getting that feedback. Whereas, I never got any of that at school. It was always Renae's perfect angel child, whatever it was.
Chloe Hall:
Still, nice though, but yeah.
Renae Craven:
Nice for the parents. Can we have more of Renae's in our class, nice for mom and dad. But in hindsight, it didn't really do much for setting me up for how.
Chloe Hall:
For reality.
Renae Craven:
Yeah
Chloe Hall:Really.
Renae Craven:
Exactly.
Chloe Hall:
Especially because I've recently gone through that transition from graduating uni into a full time job and working for Easy Agile, I'm always being pushed out of my comfort zone in a good way. Everyone's so supportive, they're always like, "Oh Chloe, try this, try that". And I'm just like, "okay, yep, I can do it". And if it doesn't go amazingly well that's okay. I've learned something and I can do it better next time.
Renae Craven:
Yeah.
Chloe Hall:
You can't just sit in your comfort zone forever, you don't get that feeling of when you do something outside of your comfort zone, you just feel so good after and you're like, oh, prove to myself I can do this.
Renae Craven:
Yep. And I think the big part of that is acknowledging the learning is sitting down. So one of the things we do, I do as a coach is one of the key times for a team or an individual to learn is to actually sit down and reflect back and then what was good, what was bad, and what am I going to do differently the next time. And I coach teams to do that, but I have to do that myself as well. So kind of realizing that as a practice, that's something that I have to do is sit down and when I do these things I would need to gather feedback and then I have to sit down and reflect on how it went. What I think I can do better or do differently the next time around I do something like this so that I am also myself improving in the things that I do. So it's really having that time and that practice to learn to sit down and what did I learn?
Chloe Hall:
Yeah, I do. And I agree with that. You need to take the time to understand, reflect, realize what you have learnt. Otherwise, life is so busy and you just keep going and going and going and you can just completely forget and it's good to take that moment. I really like how that's something that you do in your Agile coaching as well. What else do you do when you're coaching teams? What other elements are there?
Renae Craven:
Some of the stuff I've already spoken about, having that equal, trying to get that equal participation, equal voice. Trying to, the buzzword is psychological safety, but trying to make, trying to build an environment for a team where everyone feels safe to ask a question or to voice their opinion or whatever it is. And when we've come from, as a coach, what we're doing is usually coaching teams, people, organizations, through a shift from a certain way of working to an Agile way of working. And that means that the whole telling people what to do and when to do it and how to do it is gone. That's gone. And now you want to build that capability within the team itself. So creating that safe space so that the
team can ask questions and understand what they have to do so that they can collectively deliver something as opposed to someone just telling them what to do.So it's using your brain, using the collective group brain as well, instead of just having, not using your brain really, just waiting to be told what to do and then you'll know what to do, you just do it. But collectively solving a problem together as a team and then figuring out as a team how we're going to solve that or how are we going to deliver that is something that is quite, that's the bit I love as a coach, working with teams, building that kind of environment where they do feel safe to ask the dumb questions and things like that.
Chloe Hall:
And not have to be like, I think this is a silly question, but you definitely want to remove that.
Renae Craven:
And I think the other part is the learning still, it's exactly the same. It's taking the focus, trying to get the focus off, we must deliver and then we'll do some learning stuff if we get time trying to flip that around so that your, "No, no, no, you need to learn in order to get better at delivery". So take that focus, because a lot of teams will just say, we've got all these deadlines, all of this delivery pressure, we have to get this stuff done. We don't have time to sit down and think about what we've learned or how we can get better as a team. They're never going to get better as a team if they just keep in this endless delivery cycle. Making the same kind of time wasting things over and over and over again. So it's kind of flipping the mindsets of the teams as well to go, "No, hang on, we need to do this otherwise we're not going to get better as a team".
Chloe Hall:
Yeah, definitely. And I think that's where the Agile retrospective fits in perfectly. And I know I actually just came out of my retrospective with my team and we do that weekly and it's so good to come out of that with action items too. And it's like, okay, next week this is how we're going to get better. This is how we're going to advance, this is our focus and there's also no hidden problems because it comes up every Friday, we talk about it. So you're not going into Monday the next week with a grudge or you're annoyed about something with the workflow of the team. You've addressed it, you've left it in the last week, you've brought the action with you obviously, and hopefully it's going to get better from there.
Renae Craven:
Yeah, absolutely. And that's the key. It's the whatever we've decided in our retrospective of what we're going to do differently, we're doing that differently the next day or Monday in your case. It's not something we talk about and then we just kind of ignore it and we just talk about it again in two weeks time or whatever it is. It's the putting into practice the decisions you make as a team and those retrospectives all of the time. They're not massive actions either. They're just little tweaks here and there.
Chloe Hall:
Yeah, there's small things.
Renae Craven:
They just kind of build up over time.Chloe Hall:
And that's the thing, it's like if you do it on a regular occurrence, they are small things, but if you are not doing it regularly, then that's when they build up and they become big things, big problems and massive blockers within the team as well.
Renae Craven:
Yeah, absolutely.
Chloe Hall:
Yeah. So I'm wondering too, Renae, when you do your Agile coaching and your Agile training, so you do that on an individual basis as well as teams. Do you think there's an aspect of the mindset, the agile mindset there, and does each individual need to come to work with that agile mindset for the team to be able to flow better?
Renae Craven:
Mindsets. If everyone had the same mindset then it would be robots or.
Chloe Hall:
True.
Renae Craven:
The world would be very boring.
Chloe Hall:
Very good point.
Renae Craven:
I think that's a bit, for me when I think about a team, an agile team, as long as there's some alignment on how the team behaves, why they exist, what their purpose is and how they treat each other and how they solve problems together, then the mindsets of the individuals within that team, they can be different. And that's fine as long as there's that agreement amongst everyone of this is how we are going to behave. I come up against people all the time who have been forced to work in this agile way. So their mindset's definitely not in the mindset that you need for an agile team, but if they're in an agile team and there's people in that team that have got the mindset or the behaviors that you need to have in order to deliver in an agile way, over time it kind of balances out.
And over time those the mindsets will start to shift as well as they see how other people in their team are behaving, how their leaders are behaving, things like that. So I kind of always think of it as more of a behavioral thing than a mindset thing. How do we make decisions, like I said, how do we treat each other, how do we approach problems, who are our customers, all of that sort of stuff. It's more that behavior that I like to, instead of me thinking, oh, they don't have the mindset, they don't have the mindset, I just kind of look at how they behave. Because at the end of the day, you can't force that
mindset. But as a team, when they start humming to working together as a team, they're going to be delivering what they need to deliver. And they all just, that's the whole cross-functional part of it. You're bringing together different minds, different backgrounds, different experiences, different skills, all of that stuff.Chloe Hall:
Definitely.
Renae Craven:
You're putting them in a team together so that they can use their skills. They're all those different pieces to solve these problems.
Chloe Hall:
Yeah, no, definitely. I think the way people behave, it has a lot to do with it as well. And I think on that too, you can be in the right type of mindset, you can behave in the right way. And that has a lot to do with the way you're showing up at work as well. It's the way you come to work. If you're had a bad morning, then that's going to impact how you are that day. Or if you've waking up that morning and you have kind of a set morning routine that gets you into that good routine for the day, that good mindset and behavior, then it can help a lot. And I think as well, this is something I'd love to chat to you about too, because you've got the background of Pilates, you're in your own studio and you've been a instructor for how many years now?
Renae Craven:
It'll be a year and a half since I qualified.
Chloe Hall:
Yeah. Nice. Yeah, so I'm also an instructor. I've been teaching I think for about six months now. But I'm just wondering too, so you've got your two passions, Pilates studio owner and then also an Agile coach. Is there that element of setting yourself up for the day in the morning, do you think if someone, they meditate have the type of morning routine they exercise, can they behave better at work essentially? What are your thoughts on that?
Renae Craven:
Yeah, I think definitely the better you feel in yourself or the way feel within yourself, definitely has a direct correlation to how you come across how you behave at work. So yeah, if you've had a rushed morning or a traffic was crap on the way to work or whatever it is, then definitely you're going to be quite wound up by the time you get to work.
Chloe Hall:
Yeah, definitely.
Renae Craven:
It's going to impact the way that you respond to questions or respond to people or respond to your team or whatever it is. Yeah, absolutely. But myself, I don't really have a set routine in the morning. I go to gym but I don't go to gym every day. But the mornings that I do go to gym, I never feel like going because no, I just want to sleep.Chloe Hall:
It's early. Yeah.
Renae Craven:
Yeah. But I have to go in the morning or I won't go to gym. Gym's something that, it's a bit of a love hate relationship. I know I have to do it, but I don't like doing it.
Chloe Hall:
Not even after? That feeling after?
Renae Craven:
Afterwards is good. It was like, but from, oh thank God that's done.
Chloe Hall:
Yeah.
Renae Craven:
Tick I'm done for the day.
Chloe Hall:
Out of the way.
Renae Craven:
If it was in the afternoon, if I went to gym in the afternoon I wouldn't go. It would just be, "Nah, it's too hard or I can't be bothered, I'm too tired". So getting up first thing in the morning, I set my alarm 15 minutes before my gym class starts.
Chloe Hall:
Wow. That is effort.
Renae Craven:
I know.
Chloe Hall:
That is good.
Renae Craven:
I race to get there but I have all my clothes set out the night before so I don't even have to think. I just get out of bed, I put my clothes on and I get in the car and I drive to the gym and.
Chloe Hall:
I do the same thing.
Renae Craven:
I do my class, I haven't had time to talk myself out of it just yet. But afterwards it's like, oh yes, excellent. That's done for the day. And yeah, it is nice to know that you have done that for the day as you start your work day as well. So on my gym days, that's probably my routine to get myself ready for work. But other days they're a little bit more relaxed I guess. I think if anything having a coffee is my, I cannot deal with the world without coffee. So whether I'm at home or I'm in the office, the first thing I'll do is if I get to the office I'll get a coffee on the way in. So I'm drinking coffee as I walk into the office. So yeah, I guess that you could call that my routine.
Chloe Hall:
No, I think a lot of people, a lot of listeners as well will be able to resonate with that. And I used to be like that and then it just, coffee wasn't sitting well with me. I found it was just really triggering my nerves for the day and everything. So it was so hard. I went from drinking two to three coffees a day to getting off it and now I'll drink like a matcha instead. But that was such a big part of my morning routine as well and getting off it was one of the hardest things I've had to do.
Renae Craven:
Yeah, I did that once. I detoxed for one of those health retreat things years and years ago and I had to detox off coffee and everything actually.
Chloe Hall:
Oh really?
Renae Craven:
Before two weeks leading up to it and yeah, coffee was hard.
Chloe Hall:
Yes.
Renae Craven:
Very, very hard. Because I love the taste of my coffee. I just have it straight, I don't have any milk so I love the taste of my coffee.
Chloe Hall:
Yeah, wow. Okay.
Renae Craven:
But maybe it's also the other benefits of not wanting to kill people that coffee does to me as well. I can deal with the world now. I've had my coffee.Chloe Hall:
You're like okay, all right. Who needs coaching now? Who needs training? And I'm ready to rock and roll.
Renae Craven:
Yeah, I'm good now.
Chloe Hall:
Yeah. Nice. Yeah. Well the reason as well why I wanted to talk about the whole exercise correlation with work was because I did read your article on LinkedIn about what sitting all day is doing to your body and you're saying how Pilates can help with that. The section that I think resonated really well with me was when you said, when COVID-19 shut down the world and confined everyone working from home, those people who were working in the office environments, you found yourself sitting bent over a PC at home all day and it's back to back virtual meetings, you don't really have that chance to get up, have a break, go for a walk around and everything. And I think, I'm sure a lot of our listeners will be in that reality and even after COVID it is still the case. So I think just for the sake of everyone listening, is there any tips or anything to get you up, get you moving so you're not experiencing that on the daily.
Renae Craven:
I think the other difference is before COVID, sure you were sitting at your desk all day at work but you are also walking to the office and walking to meetings and walking to the kitchen and walking to go and buy your lunch and things like that. And you weren't kind of back to back meetings either. So you had that chance and if you were walking from room to room so you were getting up. Whereas at home it's just back to back meetings and I don't know about you but I run to go to the bathroom in between meetings.
Chloe Hall:
Yeah. I do. I actually do. Yesterday actually bit triggered by that.
Renae Craven:
I did that too yesterday actually. And even at the height of COVID, the back to back meetings were so bad. I didn't even have a lunch break. I was working, I was making my lunch in meetings and daylight saving as well. It always throws things because Queensland stays where they are and it throws everything out so. So in my article actually, it was more of a paper that I had to submit as part of my instructor course.
Chloe Hall:
Oh cool. Yeah.
Renae Craven:
And as well as my 600 hours of practice and.
Chloe Hall:Yeah. I can relate, I didn't have to do the article though.
Renae Craven:
So I kind of just pulled bits out of that and because I thought this is still relevant and maybe it will resonate with people and especially the people that I'm linked, LinkedIn is the audience, right? So that just things that happen from sitting, sitting down's bad for you, full stop. Where you're working or sitting on a couch all day, whatever it is, sitting down's bad for you. And the longer you sit, the more kind of slouched you get. The more your spine is always kind of in the rounded state, the less you are using your back muscles, your back extensors, the more you're sitting down your pelvis, your hip flexes are shortening because you're always sitting down and that kind of tightens your lower back. And then you've got your, even just using your mouse, you've got that shoulder that's doing extra stuff or backwards and forward stuff constantly. And then your neck as well and your traps, everything gets kind of tight.
So things that you can do. I wrote a, my article's got an example class plan to undo the effects of sitting down all day in an office job. But that class plan uses all of the apparatus. So there's things you can do on the mat or the reformer or the Cadillac or under chair. But I run a few online classes after work and they started during COVID and they're still going. And I designed those specifically to undo, I know those people have been sitting down all day. So my classes are very much unraveling everything that they've done the all day.
Chloe Hall:
The body.
Renae Craven:
I mean my classes, my math classes anyway, they're usually focused around, I mean tips for people not actually coming to a class but undoing, you're doing the opposite of what you've been doing all day. So if you sit all day, stand up, walk around, at least listen to your smart watch when it tells you take a break. Stand up and take a break. And walk out to the letter box and get some sunshine at the same time, if you're lucky there's not much suns around these days.
Chloe Hall:
If it's out, make a run for it.
Renae Craven:
Doing kind of shoulder rolls and neck stretches and hip flexors stretches so that you, like I said, just undoing, doing the opposite of what you do when you're sitting. So think about the muscles or the tendons or whatever they're, even if you're not familiar with what they are, you know there's some at the front of your hip. And when you're sitting you can imagine that they're not being used, they're just being stuck there. So straighten them. Stretch them. If you're rounded all the time in your spine, then press roll your shoulders back, press your chest for and use your back muscles. And I don't even know if people are that familiar with back extensors. I don't know if people understand that. Because you've got your spine and then you've got these muscles that they're twisted that run either side of your spine. I can't remember the scientific name for them right now.
Chloe Hall:No. Me neither.
Renae Craven:
We just call them back extensors. And when you straighten in your spine, they're working and you're switching them on. It's just working your bicep, strengthening that muscle when you straighten your spine and you can even go past straight and go kind of backwards. You are using those back muscles and you're strengthening those back muscles and it'll stop you being like a rounded.
Chloe Hall:
Yeah, just bent over in the computer all day.
Renae Craven:
Hunched over.
Chloe Hall:
Yeah. That's it. You don't want that.
Renae Craven:
So it's really just doing the opposite or yeah. Joining online classes. I can put you through some exercises.
Chloe Hall:
Yeah, well we'll definitely share that article as well with this podcast so people can see that program or might be something that helps. For me at work we're very fortunate that we have a standing desk and I think that that is just so amazing. Because if I work from home, I don't have a standing desk and I can feel the difference. My body just feels, you just don't feel right and I feel more fatigued and yeah, I just need to get up and move more often.
Renae Craven:
Yeah. If you stand all day, it's the same thing. You've got to sit as well. You've still got to do the opposite. Standing is like, because you can get slouch when you stand as well, so you can still over time get tired and kind of slouch over or you're still kind of tense in your shoulders and things like that. So you can kind of need to still be aware of your posture when you're standing and just self-correct or still go for walks, still give everything a chance to move the way it's supposed to move not stand still all day.
Chloe Hall:
Yeah, definitely. On that, Renae. Yeah. Thank you so much for coming on the podcast today. Really enjoyed this chat with you. I think there's a lot that our listers will get out of it and I definitely want to continue more of this Pilates conversation too.
Renae Craven:
Thank you Chloe. Thanks for having me.
Chloe Hall:No worries, thank you.

