Easy Agile Podcast Ep.14 Rocking the Docs
"I loved having the space to talk about common interests - all things technical documentation & information architecture" - Henri Seymour
On this episode of The Easy Agile Podcast, tune in to hear Henri Seymour - Developer at Easy Agile speak with Matt Reiner - Customer Advocate at K15t.
Henri & Matt are talking all things technical documentation (we promise this episode is way more interesting than it sounds! 😉)
✏️ Considering technical documentation as a product
✏️ The value of well written documentation
✏️ Why you should be digitally decluttering often
✏️ Information architecture
So many golden nuggets in this episode!
Be sure to subscribe, enjoy the episode 🎧
Transcript
Henri Seymour:
Hi, everyone. This is the Easy Agile Podcast. We've got an episode today with Matt Reiner. I'm your host for today, Henri Seymour, developer at Easy Agile. And just before we start the podcast, I'd like to acknowledge the traditional Australians of the land on which I'm recording today, the Watiwati people of the Dharawal nation. Pay respect to elders past, present, and emerging, and extend that respect to any Aboriginal or Torres Strait Islander people listening to this episode.
Matt is an experienced content strategist with a history of working in the computer software industry, skilled in agile scrum framework, related tools, communication, technical writing, video production, customer interaction, strategic planning. And he's here today to talk with us about writing and specifically technical writing and documentation. Hi, Matt.
Matt Reiner:
Hi. It's great to be here. Yeah, I'm Matt. I'm into all sorts of content things. And one of those is technical writing, which is, I think more interesting than it sounds. I guess you'll have to decide by the end of the podcast, if you think so.
Henri Seymour:
Technical documentation experts. So when you talk about technical documentation specifically, what do you mean by that?
Matt Reiner:
Well, I feel like that term is actually in the middle of a big change right now. In the past, technical documentation was very strictly like, "Okay, we're a team, we're making a thing, a product." Maybe it's an app, maybe it's, I don't know, a go-kart and we need to have a user manual for that. Technical documentation was someone sitting down and writing down, "Okay, here are all the knobs and switches and here's what they do. Here are all the features. Here's maybe why you would use them."
So putting together that user guide, which traditionally was printed material that you would get with the product. But it's become a lot more over time, partially with the internet, because we can just constantly iterate on content like many of us do with the products that our teams make. And then also we are seeing it in new forms. Maybe it's not a printed piece, in fact, most people do not want printed technical documentation anymore, they want it online. Or even better, they want it right in context in your app when they're using it, they can just get the info they need, and then get on with it.
That's what technical documentation is. It's supposed to be there to help you do the thing that you really care about and then get out of the way so that you can do it.
Henri Seymour:
Do you have a description of why good technical documentation? Not just having it, but having it at a good quality in a way that really helps your users, is so important to product users.
Matt Reiner:
Well, I suppose we all find those points in our day or in our journey that we find ourselves in where we want to accomplish something, but we don't know how to do it. So a lot of us have really gotten very used to jumping on Google and saying, "Okay, here's this thing I want to do, how do I do it?" And good technical documentation is there with the answer you need, the explanation you need. Because really ultimately all of us are smart people who should be empowered to do the thing we're passionate about.
And technical writers and communicators who are really all members of our team. People who sit down to create good technical documentation uses few words as possible to get a person on the way they're going. And that's like, when it happens its just like, "Glorious," not to the user. They don't even know that it happened, they didn't even know that they read your writing. But to the writer, it's like, "Yeah, I did it, I did it. They don't even care what I did, but I did it." And now they're doing the thing that really matters.
Henri Seymour:
That's great understanding one of the major differences of like, I've written something and I don't want my user to be spending time on it. I want as little time spent reading this as possible.
Matt Reiner:
Yeah, yeah, yeah. You can have great pride in your work, but one of those metrics that a lot of people look at for websites is time spent on page. So sometimes you can fool yourself into thinking, "Oh wow, they spent 10 minutes on my page. That means my documentation's really good." But also that might mean that it's not very good and they're having to reread it over and over again. So the true metric is, did they get to the thing they really cared about? And unfortunately, it's hard to measure.
Henri Seymour:
You mentioned now that with the advent of the internet and giving you the opportunity to iterate on those docs in a way that you wouldn't be able to with printed documentation. That iterative thing brings the agile process of iterate on something that you already put out and improve it in the same way that as a developer I do for products. Can you tell us more about that iterative agile sort of process?
Matt Reiner:
Oh yeah. Yeah, it's so true. Documentation used to be back in the waterfall standard, more typical product project management days, documentation was a major part of it. You'd start this project by writing these massive documents of, "Here's what we're going to set out to do. And here's all the considerations, and here's how everything's going to connect up." And that did work really well for a lot of hardware. Which was the thing that we made for a long time. Just everything that humankind made was hardware often, as groups anyway.
And then all of a sudden this whole software thing comes along and we're trying to build that like it's a physical thing. And we get to the end of this two-year software project and people are like, "Yeah, that's not the thing that I wanted." But we're like, "Oh, but we go back to the beginning and look at that documentation, and that's what you said you wanted." But now with the internet and with just agile development, we really need to move away from this place where we start with a pile of documents. And then we develop another pile of documents as our, I don't know, development guidelines.
And then our test plans, and then finally we end up with user documentation. Instead, these days, documentation should really just grow from a very small piece of content throughout that whole agile development cycle into that final user documentation. Because it doesn't matter what we set out to make, it matters what we make. Nobody he wants to read about what we thought we would make, that's straight up fiction. And it's probably not an interesting read. It's really that final user guide that comes out of the agile process, but that's a big change, but it's a good one.
Henri Seymour:
I love that idea of just like, this is gradually growing. There is no specific start block and end block. It's a process. And you mentioned the opportunity to iterate on those documents. Do you have any advice for after you've published digitally your technical documentation from iterating on what you've already got there, improving that over time?
Matt Reiner:
Oh yeah. I know every agile framework is different, but they all have that feedback phase, where... And really that's throughout the whole process, but we do need to dedicate some time. So, there's a lot of different things we can look at. For example, I don't want to say basic, a standard one that we should be looking at is, you should have a help center, where you can implement something like Google Analytics so you can see just, what are people looking at? How long are they looking at it?
Another really good one is, you have to set it up separately in Google Analytics. What are people searching for on your site? You can also use Google... used to be Webmaster Tools. I think it's called Site Tools now, but you can see what were people searching for on Google before they came to your pages. That's all really, really valuable stuff. Then you can get more advanced. You can look at pointer tracking, apps that you can embed on there, which you get some pretty wild stuff.
But then you also, you want to consider having a forum at the bottom of each page like, "Was this helpful? Was it not helpful? Oh, it wasn't helpful? Tell me why. Oh, it was helpful? Tell me why." Just like a YouTube creator, they look for that feedback. That feedback is essential, the thumbs up. In fact, it's very controversial, YouTube just announced that they're going to hide the thumbs down numbers, but a lot of creators are like, "No, no, no don't do that because that communicates the value of this video that is out there."
So there's a lot of those signals. And then there's just really soft signals that, it's hard to know if people are using the content or not. Because you may never hear. Especially, if it is one of those things that they just get in and get out, you're not going to hear anything about that. But the feedback phase, it's really great to... Anytime you're getting feedback on your product that you're making, try to get your documentation out there as well. Because that's the time where people are open to exploring your product and giving feedback.
So why not explore that same documentation, the related documentation to see, "Okay, is this actually helping these people do the thing that they want to do? Or should we improve it just like we do with the product?"
Henri Seymour:
No, that's a really good, comparing the, we've just released a product. Give us feedback with doing the same thing with the documentation. Because that's when it's going to reach its peak use before everyone's got the hang of it. We've just done this feature release, let us know how you go using it, and the documentation is in a sense part of it, especially for more complex products.
Matt Reiner:
Exactly.
Henri Seymour:
Do you have any background in the customer support side of things? We do customer support in-house as well as their documentation. So we're trying to improve the documentation to lower the support load on our team. Do you have any background in that... Can you solve it?
Matt Reiner:
Yeah. Well, yes and no. It's interesting. I work at K15t now, I used to be a customer of K15t's, so that's actually how I met the team. And that was also how I met documentation in the first place. At my last job, they brought me in to administrate this system called Jira. And I was like, "I don't know what that is." I told them, "I thought I could do it." And I figured it out, it was this little thing called Jira On-Demand, which is now Jira Cloud. And I introduced Confluence On-Demand to the company as well. And wow, I broke Jira a lot of times.
Luckily it wasn't like mission critical at the time, we were still really figuring it out. But it was through Atlassian's documentation on Jira that I really learned like, "Wow, there is tremendous value to this content here." And then I discovered, "Okay, how is Atlassian creating their documentation? Oh, they're doing it in Confluence. They're writing it in Confluence. They're using these apps from K15t." And so I started using those apps, and then I talked a lot to K15t customer support, just questions and how do I get this started?
And we also do our support in-house, so it's really great. So maybe as a customer, I overused it, I don't know. I should ask some of my colleagues if they got sick of me. But the benefit was very clear because they would send me, "Oh, here's documentation on this. And here's the answer to this question or here are the considerations you should keep in mind." And actually several of our teams now, we're really looking at, especially, for those features that are very robust, people have questions.
So it's like, how can we enable them to help them help themselves? And putting those resources out there is one thing, making sure that Google can find them, well, is another. But that is a really important thing, especially, since as a product team, when your user base grows, so does your need for support. It's just... I don't want to say it's exponential, but it's in line with each other. And so, one of the ways you can mitigate that is, making sure you have good design so that your product is easy to use. And then another is you need to have good content all around that entire experience so that you don't have to keep hiring more and more support people.
Or your support people can specialize and really focus on those deep entrenched issues, and then the documentation should help with the rest. But the secret sauce there is tricky. It's hard to write the perfect content to deflect the cases. That's everybody's dream.
Henri Seymour:
Even if it is just not all of them, but some of the common use cases start to get deflected away from support because people can self service. It does make a difference. And I really understand the idea of Jira documentation as well. Easy Agile works on Jira and it's... Jira is an incredibly complicated product at this point, and I imagine it probably was also complicated when it was Jira On-Demand. Because it's so complicated and so detailed, there's no way to make that easy to understand for a user without that documentation. There's no getting around that one.
Matt Reiner:
Yeah. I think there should be a club for the people who have broken workflows too many times in Jira. But yeah, I mean the documentation saved me many times and I would have to put out a... Well, it was a HipChat message at the time. May it rest in peace and I'd have to say, "I broke Jira, give me a minute. I got to go read something." Not the way you want to learn Jira, but it's an option.
Henri Seymour:
It is. Sometimes you learn things by breaking things. That's-
Matt Reiner:
That's right.
Henri Seymour:
Really seems like my experience in software so far. You try to break the things that people aren't currently using and that's about all you can do.
Matt Reiner:
Exactly.
Henri Seymour:
So K15t has recently published Rock the Docs. Can you tell us a bit more about this project?
Matt Reiner:
Yeah. Rock the Docs, actually, it came out of a lot of that information that I got from K15t. Customer support, I got from K15t documentation, I got from Atlassian documentation. And then some of the stuff I figured out on my own, or some of my colleagues at K15t did. Essentially like, what are the best practices for creating really good content in Confluence? And it really started with a collection of guides on how to create technical documentation content. It's geared toward like making a public help center, but really it's for any kind of content that you want to be like evergreen, longstanding content to be able to help people.
So we initially talked about all sorts of things like structuring your content, content reuse, managing multiple languages, which can be tricky in Confluence. Collaboration, publishing your content outside of Confluence in one way or another, managing versions of that content. So, that's the start of it. And then we saw a lot of positive response with that and we had more general questions like, "Okay, but what are the best ways to get feedback in Confluence?" Or, "How do I make a template or a good template or how do I make a good diagram in Confluence?"
And so we've grown that content to focus on just all sorts of general Confluence things. Because we found that there's a lot of information out there on how to do something. Atlassian documentation really helpful, but there wasn't as much, I'm like, "Why would you do it? And why would you do it this specific way?" And we've been working with Confluence for over 10 years now. Like I said, I've been with Confluence since the crashy early cloud days. It's grown up so fast, it's beautiful.
But we just know we've done a lot of stuff with Confluence, so it's been a real privilege to share that both in like these written guides. And then actually recently we've started publishing a series to our YouTube channel as well, all about Confluence best practices.
Henri Seymour:
That's great. It's real interesting to hear how that started as a smaller project than it turned out to be, because you could see the value in it and the use in it. We've discussed Confluence a few times now and K15t builds apps that use Confluence as a documentation source. Can you tell us more about what makes Confluence useful for building technical documentation? What sort of tools and approaches that make it useful in this context?
Matt Reiner:
Yeah. Confluence is by nature open, which is not the way technical writing tools are built. In fact, I remember the first time I went to a technical writing conference and someone asked me, "Oh, what tool do you use?" Which is like, what technical communications people talk about, because we're all nerds in that way. And I was like, "Oh, I'm doing it in Confluence." And they didn't really want to talk to me after that because they didn't think I was a serious tech writer. And I was like, "Oh no, no, no, no, this is all happening."
At that point, Rock the Docs didn't exist. So I couldn't be like, "Go over there and see how it works." But the biggest difference is most tech writing tools are just totally locked down. You have two licenses for your two people who are trained professional tech graders, and then everybody else, there's no access. You don't touch it. Maybe your tech writers will send you a PDF and you have to go through the God awful process of marking up a PDF to tell them like what to correct. Or, I've heard of teams printing out the content and people penciling in what needs to be changed.
The review processes are just out of this world insane. And those tools don't fit terribly well with agile processes because it's like, you build the thing over here, and then here's the two tech writers over here in their separate tool. And at some point we'll be like, "Okay, this thing's done. Would you write about it?" So with Confluence, the benefit of using Confluence is, it's accessible to everyone on the team and even people outside the team. And that's incredibly by an official because we've seen with agile, but we're also seeing in this technical communication and in information design field, that teams are less and less looking for those specialized individuals who are trained tech writers.
Which that's an oxymoron because half of us, we don't have degrees in tech writing, we fell into it for one reason or another. But now teams are starting to see, "Hey, I can be a code developer and an information developer. I might not write the final piece of written content that is seen by our customers, but I might write the first draft." Confluence really opens that up for everyone. And especially with like at mentioning and inline comments, review processes are just so fast.
Actually, the reason that I switched to Confluence at my last job, was my product manager threatened me and said, "I will not mark up another PDF. Go and find a good tool that we all want to work in." And that's where we landed on Confluence. It's about bringing the whole team into the writing process instead of having it be this separate thing. Because when it's a separate thing, we lose track of it. And content, we forget how important it is to our product, to the customer life cycle, to... God bless customer support, who really, really need that content to be good and accurate.
And it needs to be seen by the real experts who validate, "Yeah, okay, this is correct. This will actually show people how our product works." And Confluence is like the heart of that.
Henri Seymour:
No, it's great to hear how that all comes together to build the documentation as a team. Can you speak more to the different roles in, specifically in software development and the different roles you're looking to get involved in your documentation process? We are working on building our specific app teams here at Easy Agile as we're growing at the moment.
Matt Reiner:
Yeah. That's such a good question. Well, what-
Henri Seymour:
And how do you incorporate... Sorry, this is more specific to my question. How do you incorporate that technical writing process as part of the work of an agile software development team?
Matt Reiner:
Well, first, it starts by rethinking priorities because most teams are like, "Documentation down here, testing and then everything else above." So generally, those two things should be moved up. And actually, the content around our product is... I don't want to sound over traumatic, but if we don't have information, we don't have a product. I don't care how much code you write. If we're not explaining it to people, if we don't have good UI text, if we don't have good in-app help, it doesn't exist. It's not a useful tool, it's just a set of mathematics that humans can't interact with.
So content is essential, so it's really important that we elevate it to the position where everyone on the team recognizes that the content experience that our users have is the product experience they have. So it needs to be part of the product development process. So then the next step, which I know you're talking about team structure, but the next step is really everyone on the team needs to know they're a writer, and they're a good writer. And that's important because a lot of people have never heard that. They've never heard that they're a good writer, and they probably have never heard that they're a writer.
I remember going through university, my writing classes were the things that I didn't pay attention to. I was doing mathematics, and Java programming, and statistics. Even that seemed more important to me, not the writing classes. And then sure enough, it turns out everyone has to write. We all write. So knowing that that is a role that everyone fills is really important. And then when it comes to actually team structure, you need to have individuals who are willing to cross the streams, so to speak. If you're bringing in someone who's focusing on test engineering, they need to realize that the test plans they're writing are very similar to a lot of user documentation that needs to be written.
They're writing task topics, or task instructions, do this, do this, do this over and over again. That's documentation. They could be contributing in that way. Engineers, as I mentioned, they could be drafting the first copy of a lot of what are called concept topics. So areas of documentation where you explain concepts, because they already know what those concepts are. In fact, if you look at the root of a lot of agile development teams, they're using epics and user stories and acceptance criteria. And all those map perfectly into the documentation you needed to create for that new feature you're working on or feature you're improving.
So really, it's essential to have everybody recognize, we are all already creating documentation, so we can contribute. And then of course, you really do want to have at least one probably native English speaker. Maybe not native, but someone who feels confident in their English or whatever language you're authoring in. English is typically the cheapest one to translate to other languages, so that's what people go for often. But that person's the person who takes everything everybody's written, gets it to the right style and tone. And then gets it out there. That's what we are seeing be successful.
Like our teams right now, we don't have any legit tech writers. We have product managers writing. We have product marketers writing. We have engineers writing. Some of the best documentation I've ever read was from one of our German-speaking engineers. I was like, "Peter, this is an amazing guide. You got to get out of this Java and get into English, man. It's great. It's great." So he's done a few, which I really love. But yeah, it's about jumping out of your typical roles and realizing, we're all documenting this stuff, anyway.
Henri Seymour:
I love the focus, especially with your German-speaking colleague. The focus on, it's not just that you must write the documentation because you know how the product works and we need that written down. It's, you are capable of writing the documentation, you can do this. You have that added barrier of safety with somebody who's got the language proficiency that they're going to massage it and edit it at the end.
So, before it gets anywhere, anything that you do is going to get filtered out if it's not working. But you don't need a specific tech-writing background to write the docs.
Matt Reiner:
No, absolutely not. In fact, there's an entire community of what... They call themselves documentarians called Write the Docs. And that whole community, that whole group is focused on, it doesn't matter what you do, it matters that you care about writing the docs, contributing to the content. And that's been a big shift, I think in the industry, where people thought we're separate. But now it's like, "No, no, no, we are all able to do this." And once we can respect the contributions that each of us can make.
And then also, I have that protection of somebody else is going to have their eyes on this, which even my writing, I'm like, "I don't like to send it out until someone else has seen it." Because I make spelling mistakes and typos all the time. I really want to have another colleague look at it. Even if they're not native English speakers, because they catch my typos pretty often. That feeling of togetherness, it's the same way that we feel when we ship out a project or a product.
Whether you did the testing for it, or you wrote the code for it, or you did the product marketing for it. It's like, "It's our baby. Let's send it out and see what happens." Content's the same way.
Henri Seymour:
Yeah, part of my daily role and [inaudible 00:28:03]... We don't have QA team separate from developers. Our developers also review our code and it's that sense of, "I wrote this thing, but I have one or two other people who've refined it, who've made sure that it's good enough quality. They've got that fresh eye, so they'll see the spelling mistakes, they'll see the minor little errors that I've just been looking at it too long to notice anymore."
I found the documentation writing process has some parallels in there like, "Here's my thing. I'd like some feedback on it before it goes out into the real world."
Matt Reiner:
Yeah.
Henri Seymour:
That's great.
Matt Reiner:
Yeah, absolutely. Yeah.
Henri Seymour:
All right. Can you talk a bit about the difference between the customer-facing documentation that we've mostly discussed so far and internal documentation?
Matt Reiner:
Yeah. There are some differences and there are some major similarities. So this very... It sounds very technical and ugly. The term information architecture, it's really important with any kind of content, internally and externally. And really that's like, if you're a developer you're familiar with XML, you're familiar with structuring things in that way. Our content needs to work the same way. And that goes for internal and external documentation. So, many of the things that they use, writers, when they write a page or an article in the newspaper, they'll use that Pyramid approach, where they put the broad bits of information at the top. And then they slowly focus in on the topic and give more and more information about it.
But you want to make sure that if somebody only reads the first paragraph, they're getting a rough idea of what the information is. And that's really important for successful Confluence pages and spaces. People should be able to start at the top level of the space, understand what the space is about, and then be able to navigate down into the thing that they really want to learn about into the page itself. Which should then be using headings and subheadings and bullet points to get, again, just disseminate that information and break it down. Because everybody skims.
We need our content to be skimmable, our spaces need to be skimmable. And that kind of content also makes Confluence search happy, especially the new Confluence Cloud search, which has been greatly improved. There's a whole new elastic search base to that that's being optimized. But it's happy, it's just like with Google when we structure our content like that. So when you have a page that is just a wall of text, no headings, you're not breaking it up into pages or even spaces, nobody's going to be happy with that.
The bots aren't going to be happy with it, the people reading aren't going to be happy with it. So it takes a bit of work to structure, break up the structure of our content. It's probably all good as long as it's up-to-date, but it's really essential that we think about, how do we structure that in Confluence so that people can find it and people can skim it? And that is what seems to plague a lot of internal Confluence instances, because a lot of... Maybe the team isn't so focused on that.
It's like, "Oh, our external help center that's come coming from this space over here, that's fine. Our team space, hot mess, total tire fire." And nobody cares because they think they know where everything is. But then you start to think about, "Okay, but what about the new team member? How do they find something?" Or, "What about the team member who's been away for Paternity leave for six weeks? Are they going to remember where everything is or know where all the new stuff is?
What about folks with disabilities? Is it going to be much harder for them to navigate to the information they need? Because they're working with a screen reader and they're trying to go through a wall of text. They need headings, a screen reader relies on those headings and titles." So there's just so many considerations that really leadership of companies needs to understand, just because you have a process to do something or the information is somewhere, doesn't mean you don't have a major information problem. And maintaining all of your content in Confluence and then maintaining it well.
That is what enables people to avoid the frustrations of searching for information, losing information, having to relearn or rewrite information. I have worked at too many companies that just information sieves everywhere. I don't even want to call them silos because nobody knows where stuff is anymore either. That's what Confluence brings to things, and that's what matters with internal content pretty much as well as external.
Henri Seymour:
That's a great perspective on it. And I can see the silos, it's a really more... Just a one big pile, you can't find anything. I've been-
Matt Reiner:
Exactly.
Henri Seymour:
... at Easy Agile for more than half of its life now and I've got that sense of like, "Oh, I know I wrote this down somewhere. I know I've seen this written down somewhere." And we are making a habit, especially as we're hiring more and more people. Every time somebody's going through onboarding, they're going to be looking at all of this documentation with no previous background on it. And we want to hear their feedback on it specifically. Because if it works for them, then that's the documentation that we need for them and for everyone after them, and for everyone who's already here.
Especially, I've been at Easy Agile for almost three years now, and I've seen it grow from eight people to now we're up to high 20s, I think. We're going to cross over into the 30s by the end of the year.
Matt Reiner:
Wow.
Henri Seymour:
The growth of information that we have in our internal documentation, and I'm sure it would parallel the growth of the product documentation for a product that's been expanding for three to five years. How do you manage the documentation and the Confluence spaces as the team and the company grow and you just develop more and more pages out of it?
Matt Reiner:
That is the question since the dawn of the universe or at least the dawn of Confluence, which, what's the difference? The biggest thing is team responsibility, so knowing this is our space, this is our content. And not like in a territorial way, but this is our responsibility. Much the way we should think about our planet, we should also think about our content, keeping it groomed and taken care of, and up-to-date and accurate. And then as things change.
For example, we have a product called Scroll Viewport, which is actually what enables you to publish content from Confluence to a public health center, which is really, really cool. So with that, we had a server and data center version. We've had that for quite some time. That's what I was a user of. And then we set off to develop a cloud version, and cloud requires a whole bunch of new infrastructure, which is a lot of fun and very challenging, but it's a totally different beast.
It's not like you can just lift the server code and just drop it into cloud, which is what as a user I asked them to do for years, "why isn't this on cloud?" Now I know why. So we created a new team that started off this Scroll Viewport on cloud effort. And it was just a very scrappy project at first. And I remember the first page we got up there, it's like, "Whoa, look at this page we published." And then it progressed from there. But then at some point, we needed to bring the two teams back together. And what we could have just said, "Oh, this old Viewport space, whatever. We're just going to leave it there and then just go on with the new one."
But instead the team took time and brought the two spaces together and really went through the old content in the Viewport Server and data center space to say, "Is this all still relevant? Do we still need this?" So it's been reordered in such an amazing way. Several of our teams have gotten really good at making these spaces so that I can come in. Because I work with all of our teams, just get in and find what I need, even though I'm not working their day-to-day. I'm just so glad, I'm so proud of the team for not just letting that space languish somewhere or being afraid to delete or archive content, which a lot of people are.
It's like, "No, what if we lose something?" It's like, "No, no, no, we've moved past this. We really do need to delete it." So that's the kind of attitude it takes is, our teams to split and expand and grow, and we need conscious of that content. Because again, think of the new person, think of the person who's learning something new. Think of the person who maybe does have disabilities and is trying to get the content they need. They just don't have the background that you do. Having been with the company for half its life, you know how to dig through the thought pile to pull out just the thing you want, but they don't.
Henri Seymour:
Yeah, and I don't want to be the person that they have to ask every time they need information, "Hey, can you find this for me?" No, no. I want to build a system that means that I don't have to answer the same questions all the time. That's one of the reasons I've been doing internal documentation so much since [inaudible 00:37:36]. I've answered this question once, that will do.
Matt Reiner:
Yes. That's a really good way to motivate any contributors to documentation. "Hey, you know how you wrote that piece of our app that one time and then everybody's asked you about how it works ever since? Just document it once and I promise you can never answer it again." That's good motivation right there.
Henri Seymour:
It is. As well, we've got a team on support models, so I'm working on the store maps and personas, product development team. And that's the same team that gets all of the support requests about story maps and personas. So yeah, the better we make the product, the better we make the documentation, the less of our time every morning we spend doing that. And the more we can get back to our regular jobs.
Matt Reiner:
Exactly.
Henri Seymour:
It's been great for helping us keep in contact with the customers and what they're doing and what information they need when they're using our product. You mentioned that like it's necessary, it's valuable to be deleting an archive-based stuff, pages in Confluence from time to time. When you're looking at a page and wondering whether or not it's time to go, what sort of questions are you asking yourself?
Matt Reiner:
Well, a great one is like, look at the last modified date on that page. That's general a pretty good sign of like, "Are people even looking at it?" In fact, if you're on cloud premium and above, you can look at some great metrics on every page to see like who's looking at this thing? Is this valuable? What are the views like? Just the same way that you would look at your external website to see if your content is valuable or effective. But typically, we have a lot of debris left over from product development or team activities.
Like if you're in marketing and you have a campaign from three years ago, do you really need all of those detailed pages? Maybe keep the overall campaign page, maybe that's useful, but do you really need everything? If you're into testing, do you really need every test plan you ever created? If you're in the legal team, do you really want your legal terms from 10 years ago? Maybe, maybe, I'm not in legal. But often we have this fear of, it's like fear of missing content.
It's like, "Oh no, if I get rid of that, then I won't have it." But information, just like language, just like the way we think, just like the way our teams grow, it changes. And so we need to be aware of that. As we are changing as a team, you should expect our content to change. And part of that is shedding that old stuff. So it's always worth it, like if you're questioning it, ask another subject matter expert and be like, "Hey, I'm pretty sure we don't need this anymore, or we should revise this. What do you think?" But if nobody has any qualms, you should probably delete it.
Henri Seymour:
No, that's great. I am a big fan of decluttering, even digital decluttering. It's, I want people to find stuff and the less pile there is, the easier it's going to be.
Matt Reiner:
Yes. Because somehow bad information is less helpful than no information.
Henri Seymour:
Yes. It's like coming across a question and they're like, "Oh, I tried doing it this way." I'm like, "Oh, that way doesn't work anymore. You're going to have to do... Where did you find that written down? I'll go update out." It's-
Matt Reiner:
Yeah.
Henri Seymour:
... new people doing stuff. The best way to understand where your documentation is falling over. It's the same as you're never going to understand how your product documentation and that your product itself is failing your users until they come to you and tell you, "Why can't I do this thing?"
Matt Reiner:
Yeah. Yeah. In fact that that power of bringing in someone new on your team is so amazing. And it's almost hard to impart like first day of onboarding like, "You have fresh eyes, please use them. This is called an inline comment, please put it everywhere." I remember going through our human resources employee handbook, which we had just created not too long before I joined. And I remember them telling me, "If there's any questions, at mentioned us." And I was really afraid to do that. But we corrected a lot of things.
For example, we mentioned do these things on... What was it called after HipChat? The product that lived and died so quickly.
Henri Seymour:
I think I missed that one.
Matt Reiner:
Oh, the one that Atlassian made and then they sold it to Slack.
Henri Seymour:
Now, where do I even start on that?
Matt Reiner:
How am I... It was a great app, I really liked it. But we mentioned in the employee handbook to use that. And I'm like, "Oh, I think we're using Slack now, we should update this content." That's stuff that HR is never going to go through and catch, but your new employees can do that. New people are the best way to tell you if your processes are bad, if your content is better. Maybe not bad, but they're bringing in something new. That's why we added them to the team. And they should not be afraid from day one to ask questions, or poke holes in our already messed up or failing process.
Henri Seymour:
Yeah. And I can really see the benefit of the tools in Confluence, like that inline comment. Even if you don't know how you need that page updated or what the new version's supposed to be. It's just coming in fresh, you can go, "Oh, this is weird, or incomplete, or it might be wrong." It's just a little comment. You don't have to change it yourself, just say something. Here's a way to speak up without changing it yourself. And somebody who does know is going to be able to change it for you.
I was excited to hear you talk about information architecture. That's something I only got introduced to last year also. Do you have a general explanation of what information architecture is and why it's relevant to documentation?
Matt Reiner:
Oh, information architecture is, there are whole, people, professionals whose entire career is coming in and helping you. So I'm not one of those professionals, I just play one on TV. Really in essence, information architecture is breaking down what would be a wall of text into a pattern of information that anyone's mind can connect to. That's the real and ultimate goal, and that starts by just breaking up logical chunks. In fact, in a lot of pure technical writing, you break the content into tiny, tiny pieces, chunks or some technical communicators talk about atoms of information, really tiny pieces.
And then once you've broken that down and said, "These are separate pieces," then you assemble them together in an order that makes sense. In fact, you can also do really cool stuff with content reuse in Confluence, using include macros and the new Excerpt Include Macro is very cool in cloud, because you can do new stuff with that. But it's really about breaking apart all your content, figuring out what's the order of all of this? What's most important? What's more specific? What is important for everyone? What's important for just a few people?
And then just going down like you would with an XML structure or any other sort of hierarchy and tier that information using your spaces, your pages, your headings. And then finally bullets and paragraphs and that kind of thing.
Henri Seymour:
Thanks for getting that generally explained. Is there anything you want to mention in your work at the moment that you would be interested in getting readers onto?
Matt Reiner:
Yeah, totally. A major new effort for me, because I'm just this content explorer, I guess. I've done like technical content, I've written some marketing content. I started speaking, which I enjoy speaking. I got to speak in front of one live audience before... No, I guess a few, and then, the world's shut down for good reason. Because when you're breathing out on a bunch of people, you want to make sure that you're not potentially putting them at risk. So been doing a lot of virtual speaking.
But recently, I mentioned, we've worked on all these best practices on Rock the Docs. And so we've started this video series about Confluence best practices and it's been very exciting to figure out, "Okay, so I know how to create fairly good in Confluence, how to structure that content. Now, can we make a good video?" And it turns out, no, not at first. Made some pretty poor ones or ones that just took way too much time to make. And finally, as you do with any kind of content, we finally got a good structure, a good rhythm. And we also found what are those things people really want to hear about?
And so we've developed 16 of these now on our YouTube channel that are just out there for administrators to share with your users who are asking these questions. Or maybe these are for users directly who just want to subscribe and get these things. But it's like eight minutes of just as much information as we can pack and still speak fairly legible English. And then show just like how do you do this in Confluence? Why would you do this in Confluence? What are the things you should consider in Confluence? What are the best ways to do things in Confluence?
We've actually just started a series of live streams as well, where we're trying to look at those more in depth and then have people live listening in, asking questions and directing the whole thing. So far those have been really great and we're looking to do more of that. So the more people who pile into those, the more direction y'all get to give that content. But it's been new types of content that it's exciting to see, okay, our good written content in Confluence is coming to the real world in a new format. Which has been cool and challenging and fun and scary all at the same time.
Henri Seymour:
Yeah. That's sounds like a really exciting project. Rock the Docs is going audio-visual. And I can-
Matt Reiner:
That's right.
Henri Seymour:
... figure what... Get users on there to give you that iterative feedback that we talked about at the beginning. And so is this worth the thumbs up? Do you have comments? What else can we do? And especially in that sort of live stream webinar format, you get that direct contact with your users so you can find out what they're needing. That's that's fantastic. Probably see if I can come along with those. Easy Agile started using Scroll Viewport for cloud specifically earlier this year.
Matt Reiner:
Oh, cool. Oh, cool.
Henri Seymour:
So that's been a major improvement for us actually.
Matt Reiner:
Oh, good. Yeah. I'm just loving what the cloud team is putting out. It's so exciting and so polished and it's just like every team has that documentation space, and Viewport, it lets you put it out there and you're like, "Ah, looks so great. We're so proud of it." You can read it on any device. It's just like it's the magic that everybody wants, but no team has time. Our very few teams have time to make it look that good, so it's nice to have Viewport just do the heavy lifting.
Henri Seymour:
We've got the Confluence space, we've got the documentation. We don't have to make a website about it. It's just, "Go ahead, please make this website happen. Here's what we need on it. Here's the structure." And golly, it looks a lot better now, even just aesthetically, it looks a lot nice in the house.
Matt Reiner:
Yes. And it's nice to know that like some designer peered over the spacing between navigation items to decide how spaced out they should be. And as a writer, I can just like, I don't have to care. I don't have to care. I can throw in Confluence macros and stuff, and they just look really great when they're published. And I don't know how or why, but I'm happy. I can just keep writing. Yeah.
Henri Seymour:
Yeah.
Matt Reiner:
It would be great to have someone from Easy Agile join us for one of those live streams. Because what we're really focusing on is just like great way to do things in Confluence. We haven't jumped into Jira yet. I'm not as much of an expert in Jira, but I have thought about it because that content doesn't really exist yet. But it's not necessarily app-focused or K15t app-focused. It's just like one of the best ways you've found to do certain things in Confluence, and we're just sharing those with people alive, and it's a lot of fun.
Henri Seymour:
Yeah, that sounds great. I've got the parallel of get really into Jira and making Jira apps and Confluence is, "Yeah, we've got a Wiki. This is where we write stuff down." And it is great to have stuff like "There's the visuals on our docs page." But I don't do those. I'm busy making visuals in a Jira app. I don't want to think about that spacing. I've got my own spacing to do.
Matt Reiner:
Yeah. Yeah.
Henri Seymour:
And it really is that, I can just do the writing, I can just do product. I can do my job more because this other stuff taken care of because the experts at K15t have made that happen. And I hope that our apps can do a similar thing for their users of, this is the thing we need, we don't have to think about this. Bring in this app and it will solve a problem for us. It'll help us see what we need to and organize our information in Jira. Which is a different type of information again, but.
Matt Reiner:
Yeah, yeah. It's funny. I've talked with some people who have actually described that whole app part of Confluence in Jira as App Hell. That's a term that I've seen and I can't help but love the community because we all come up with this stuff. But app hell is, it really comes out of not understanding what a platform is partially. For example, if you're using the Salesforce platform, yeah, that's going to be app hell if you really want Salesforce to be a marketing platform. Because Salesforce is a sales platform. But then there's apps, and Salesforce happens to a sell big one. And then all of a sudden it's a marketing platform.
So that is a really interesting perspective shift for people who are used to a tool that just does one thing. Everybody thinks Excel does everything. It doesn't, we really should just use it for spreadsheets, everybody. It's not a platform for other things. Confluence is really good at these core things, Jira is really good at these core things. And then these apps, they come in to answer the questions that don't have answers and do the things that can't be done. And that's why. So is it App Hell or is it App Heaven? That's the real question. Or maybe it's maybe it's App Purgatory, I don't know. I guess the listeners gets to decide.
Henri Seymour:
The constant stream of, and yet another app needs to update. Which to be fair, I think is not a problem on cloud at this point. That's an exclusively an on-premise problem, the constant app update cycle. But we are hopefully moving towards the end of the purgatory perhaps.
Matt Reiner:
Yes. Yes. I think we're all ascending together. We're just reaching new heights all at the same time.
Henri Seymour:
Is there anything else you'd like to bring up while we talking tech docs?
Matt Reiner:
I guess, I typically go back to when I was in university, I had a manager there who told us in this on campus job that I had, "Our job is to connect people with the resources that are already around them. You're not a teacher, you're just here to connect people." And that has really stuck with me. And that is essentially what we all do. Whether we're building a product that connects people with resources or that is the resource or we're contributing to documentation or some kind of content.
We're really trying to enable people to do that greater thing, that higher level thing that is above our content, it's above our product. It's that thing that they truly care about and any part we get to play and that greater thing, that better thing. That's what it's all about.
Henri Seymour:
Yeah, that's really great perspective. That's probably also a really great thing to round off the end of the podcast with.
Matt Reiner:
I guess so.
Henri Seymour:
Yeah. Thank you very much for joining us, Matt, and for talking all things technical documentation with us on the Easy Agile Podcast.
Related Episodes
Text LinkEasy Agile Podcast Ep.28 Team23! + the world of work
Dave Elkan, Co-Founder and Co-CEO of Easy Agile is joined by Jean-Philippe Comeau Principal Customer Success Advocate at Adaptavist.
"Hearing from JP is a sure-fire way to get excited about Atlassian Team '23. We spoke about where we are hoping to see conversations focus + more."
JP is passionate about teamwork, meeting new people, presentations of all kinds - loves a microphone and a captive audience, new technologies and most of all problem-solving.
In this episode, JP and Dave are talking about one of the most anticipated events in the tech calendar - Atlassian’s Team23! They’re talking about what to expect, tips for first timers and what they’re hoping to take away from the event.
They also dive into the future of work and the significance of coming together as a team.
We hope you enjoy the episode!
Transcript:
Dave Elkan:
Hi, all, and welcome to the Easy Agile Podcast. My name is Dave Elkan and I'm co-founder and co-CEO 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 people of the Dharawal speaking country. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal, Torres State Islander and First Nations people joining us today. Today I am joined by Jean-Philippe Comeau or JP. JP is the principal customer success advocate at Adaptavist and is passionate about teamwork, meeting new people, presentations of all kinds, loves a microphone and a captive audience, this podcast definitely fits that mold, new technologies, and most of all, problem-solving. JP, thanks so much for being with us today.
Jean-Philippe Comeau:
Thanks for inviting me.
Dave Elkan:
Hey, no worries. It's great to have you on. We want to take some time today just to talk through Atlassian Team '23. The ecosystem is gearing up for one of the biggest events of the calendar and the ultimate event for modern teamwork. You've been to a few Atlassian Team events before and last year being the first one back in a while. Quebec to Las Vegas is quiet a gear change. What are your tips for people attending Team for the first time?
Jean-Philippe Comeau:
Ooh, yeah, that's a good question. I mean, yeah, Teams to me is a massive event. It's a beautiful moment to actually take in everything that has happened in last year for Atlassian. What I mean by that is actually more and more what's happening with Atlassian is actually what's happening in the world of work. So I think it's just a great time to reassess where you're at. So for me, it's about planning out the main things you want to hit and don't overcrowd your schedule. That's a mistake I made the first time was just I wanted to see the most of everything and I was like, "Yeah, I can absolutely do back to back to back. It's going to be fine. I'll be walking from one thing to another." Truth is after talk, you'll have some questions. Some things will popped-up. "Oh, that's interesting. I could maybe explore that."
You're going to want to do maybe some floor hunting, which is like, hey, looking through the partners. Maybe you've heard about something like an app that you really want to go look at or something like that. So, that's always going to happen and then you're going to miss that next talk. So make sure that what you highlight is really things you want to see and plan according to that. That to me is the number one thing. Don't try to do it all. Do what you feel is really, really important than the rest. Try to make it work because it's going to be a lot of walking, a lot of listening, a lot of talking. The second thing which I remind everybody is to hydrate, get a bottle of water. There's going to be plenty over there, but everybody's going to have their own branded bottle of water, so don't worry about having one or not, but get one and just hydrate. I mean, we all get very busy during the day and we all know how the nights can go, so keep drinking some water. Yeah, those are my two tips.
Dave Elkan:
That's great advice. I think hydration is certainly something to consider. I remember particularly a wall of donuts at one point distracting me from good habits like that. So yeah, it's really important to make sure you've got the basics in line. What are you most looking forward to from the lineup at Team '23?
Jean-Philippe Comeau:
Yeah. I mean, every year the keynotes are what's going to hit the most. Obviously, getting a chance to hear James Cameron talk is going to be very, very interesting. I think especially in the year of Avatar 2 is just great timing, obviously probably planned. He's probably on a tour, but it's going to be really great to hear some stories of how that movie came about. It's been a long time in the making, probably the closest thing we got to really long development on a film. It feels like a long software development cycle thing. That's a very long time. And then hearing Van talk about some of the things that he's seeing in today's world. Van Joseph, I believe, is the name of the second talker, and remember seeing him a lot on the CNN broadcast and stuff during the elections and the impact that he brought to the whole broadcast was quite something. It'd be very interesting to hear them talk.
And then as far as maybe not the big ticket items, really interested to... I think this is the year where the practices on the different tracks that Atlassian usually promotes, I think this is the year what they really start to hit. What I mean by that is I think before this year, so when you look at last year's Team and then before that, tracks were kind of like wishy-washy. Now, they actually have the products to back them. I think JSM's in a very, very good spot. I think their agile tooling is in a very good spot. I think their DevOps, which is what I expect, is going to be pushed the most, or DevOps tooling with the Jira product discovery and all their Point A stuff is got to be where it's at. So I think you're going to get really good talks on those practices. I think that's going to be the year where the tracks actually make a ton of sense and are very valuable to people.
Dave Elkan:
Absolutely. Thanks for sharing. It's really interesting. Yourself, you're a Canadian and James Cameron is a Canadian and he's talking about creating the impossible, and I think that's a theme that's coming through and what Atlassian is promoting and bringing that through. It's really interesting to see or hear you talk about the both building movies and media and CNN, the reference there, and how that can apply with a strongly software development-based audience. It's really interesting to see that building a movie is a very much a waterfall process in that you have this huge deliverable at the end, but I know that there are Pixar, for example, use this concept of Demo Trusts, we call them, or the Pixar Demo Trust. Yeah. So essentially you can test along the way as you go before you deliver this huge thing. It's really intriguing to think what we're going to hear from James in regards to how he builds these amazing projects.
Jean-Philippe Comeau:
Yeah, I think you're spot on. So I'm actually a huge Marvel fan. I don't have my book with me, but the Creativity, Inc. is a book that I love by Ed Catmull and how they built Pixar as a business, as a delivery team, not just about the movie side of it, the creative side of it, but how do you bring creativity into a more structured world that is the corporate world kind of thing, which they're now a part of? So, very interesting that you bring that up because I'm very fascinated by their process as well. I think they were the pioneers in the movie-making business or industry into bringing the agile methodologies or thinking to movie-making.
Now, what would happen historically in movies? Okay. So you don't know this, but my background is actually enacting. So when I started, when I studied, when I was a young lad, young adult, let's put it that way, I wanted to be an actor and then things changed. Obviously, I am not a prolific actor. So I'm very, very passionate about the movie-making industry. Movies historically has always been about you shoot, you shoot, you shoot, to develop, develop, develop, and then at the end, you cut it. So you make mistakes. So like we said, very, very waterfally. I think now that technology is almost like 50 to 60% of a movie now more days... If you look at Marvel movies and all that, you could argue it's 50 to 60% is going to be computer-generated, which can be a bad or good thing. Now, that I'm not going to get into that debate.
The nature of previz and all the animation work that goes behind it makes the process more agile, meaning that what they're going to do is they're going to build for a week and then they're going to review the film that's been made and then they're going to correct and do it again, right? So already you got your feedback loop going. You got your process. You got your sprints going. I can map all that out to some agile processes and I wouldn't be surprised that you're looking at something that are looking to scale up. You could even argue what are you guys going to do for your scaling methodologies? There's a lot of things that are very interesting.
I think going back to our first point, sorry, I really went on a tangent here, but going back to Avatar, when you have such a long cycle and you have a movie that's built, that one is heavily computer-generated. I mean, every actor has stuff on their face and they're acting in a blank studio. Now you're talking about agile processes because if you're building hours and hours and hours of work and you're just building and building and building and never review, I can't... Maybe James will say that's how they did it, and I'll be like, "Well, you guys were... It's very difficult. You made your life very, very difficult." But it'd be very interesting to hear because I cannot imagine them not going into some type of an agile way of building this movie.
Dave Elkan:
Oh, of course. I think that if you imagine the cutting room floor, it's an old adage and literally they used to cut the film and they'd leave it on the floor as that's something we're not doing anymore. And so, I dare say that there's a vast amount of film which is thrown away and redone. I feel that if we could see past that to this beautiful thing that they're doing behind the scenes, which is testing and iterating on their shots, it's actually quite a simple concept to apply these agile processes to filmmaking. It's just at the end you have got this big bang, same in game production. When you produce a game, you cut back. People do early access, which is fantastic. You can't early access a movie.
Jean-Philippe Comeau:
No, exactly. Yeah.
Dave Elkan:
Yeah. Going back to Pixar, that reference, I actually made the mistake. It's not actually the Demo Trust. So this is the Playbook by Atlassian. There's a play called Demo Trust, but it's the Brains Trust and it's bringing together the team to talk through does this fulfill the vision of Pixar? Does this make Pixar Pixar? And helping the team understand, so directors get that ingrained Pixarness through that process. So yeah, there's a whole team behind the scenes here. There's not one person who's just driving this at the director level. There's actually a whole team of people collaborating on this movie. So I'm really intrigued to hear that from James to hear how the teamwork comes out.
Jean-Philippe Comeau:
Yeah. I think when you look at a movie like Avatar, again, another thing that we don't think about is the connecting remote teams, which is a big, big part of what we do in 2023 is connecting remote teams so that they feel they're working on one project. When you have a movie like Avatar, your VFX is going to be somewhere. Your actors are going to be another place. And then you're going to have music and sound's going to be somewhere else. Your editors are probably going to be somewhere else. And so, there's a lot of remote work that you do. How do you bring all that together?
I remember watching the old documentaries around the Lord of the Rings movies, and they were literally flying people in and out with the actual roll of films because they were so afraid that people would steal them and so that they wouldn't put it on the internet and they would actually carry them around. So they had to fly from London to New Zealand to... It's kind of nuts when you think about it in 2023. Really, you had to take a 10-hour flight just to get your film across? It's probably easier also with the data, just the bandwidth and everything. So I think that's also going to be an interesting part is how did you connect teams?
You brought up a great point around the Pixar way or that's how they call it, the Pixar way. When you think about that, there's some really, really cool ideas behind bringing a team together and rallying them around one project. I think as teams get more remote and distanced from products and things that they're working on, and I do it myself at work. Things become generic. At some point, you're just doing the same thing over and over again. You lose touch a little bit with the work that you do. I think it's a beautiful thing to be able to rally a team around a project and say like, "Do you believe in this project? I believe in this project. Do you believe in this project?" And making sure the team does and if they don't, why don't you? What's preventing you from that? I think there's a lot of good conversations, sorry, that can come from that. Yeah.
Dave Elkan:
Absolutely. So yeah, you talk about going more remote. Is that a trend you're seeing, that we're continuing to see more and more teams go remote, or are we seeing a reversal of that to some extent?
Jean-Philippe Comeau:
It depends on what sphere you're working with, or in my position, I get to touch everything. I tend to gravitate towards the more creative teams of gaming and software development and stuff. I do work with banks. I do work with, well, corporate America, the classic suit and tie kind of places, everything. I see everything. There is absolutely out right now a battle of old versus new, old ways of working, new ways of working. There's a huge clash happening. I to this day do not know who's going to win, because even the big Silicon Valleys, I mean, we are all seeing what's happening with Apple and them putting mandatory office dates and stuff like that. You see that from an executive that is leading maybe one of the more bleeding edge companies in the world, but he's still an old school vibe of creativity.
I hate bringing it back to Pixar. I'm going to bring it back to Pixar. They have such a great office. So like I said, I'm very fascinated about what they do. They call it unplanned creativity. They truly believe that unplanned creativity happens in the office, and when you have unplanned meetings, unplanned interactions. So one of the things that they did, it's now very common, but when I was 14 years old and I was reading about them, I was like, "Oh my God, these are such cool things to do," they were doing those ping-pong places and activities and games to get people to play together and start talking about what they were doing.
And then all of a sudden you got an engineer talking to a VFX artist that's talking to a 3D or conceptual artist, that's like they would never meet in a meeting or anything like that. But because they're playing ping-pong and throwing ideas around and all of a sudden they're like, "Hey, maybe we could build this thing. That'd be amazing." Because the artist saying, "Well, now I could do clouds this way. Yeah. Nuts, I could create clouds that look like this." Then the engineer goes, "Well, you can just tweak a little bit of things."
Anyways, so I think there's this old school mentality at this. It's a question I've asked myself in our Slacks and where we talk about work. I don't know what the future is for unplanned creativity. I don't know how you recreate that in a virtual world. I think it's a big problem that some software companies have tackled with some tools. I don't know how you force someone to sit behind a computer and do something that's unplanned. How do I stumble across some... I don't know. But yeah, I think there's a bit of that in the old school mentality. I need people in an office so that they can meet and they can interact together. I still struggle to find where they're wrong, let's put it that way. I don't know where they're wrong about that theory of when you're with someone, when you're with people things happen in a different way.
Dave Elkan:
I can't agree more. I think that if I have any perspective on this, it's that there is not... Often, it's not a black and white or a zero sum kind of game. It's a combination of things that will occur and that will move forward for better or for worse. You can look back in history to Bell Labs and the creation of the semiconductor and the way that the building was designed essentially to allow people to walk past and have cross-collaboration and cross-functional conversations. Have you ever considered that the unplanned creativity that Pixar was talking about was actually planned-unplanned creativity, so they made these spaces on purpose? How can we make things on purpose to have things unknown to us happen?
Jean-Philippe Comeau:
Yeah. Yeah. Actually, you're absolutely right. I mean, yeah, they built the Pixar offices this way because of that. To me, that is the secret. If someone finds it, it's like the caramel milk or whatever, just bottle it up and sell it to people, I guess. I don't know. I have no idea what the answer is. I've looked and it's... There's an app out there. I can't remember the name of the app, but you're like a 2D sprite and it looks like an NES game and you're moving around from places to places. You can decorate your office. It's got this vibe of Animal Crossing, which is a game by Nintendo where you can just create stuff and people can visit your island and all that.
You can do that with your office space and then you can create a common area where people walking. When you look at it in a video, it's brilliant. Great, I can actually be in the office without being in the office. It has this whole technology of proximity. So if you're having a conversation with someone in an open area, people could walk by and hear what you're saying and join in. Beautiful technology, doesn't work with the humans when you really think about it. Why would I go online to walk around an office to go talk? I'll ping you on Slack, it'll be easier. All right. I don't need to walk through your office. So it's like I don't know what the secret is.
Yeah, you're right, it is planned in a way. I think we do that. I don't know for you guys at Easy Agile, how you do it. In Adaptavist, we do like to travel with teams. So whenever we do things, even if it's customer work or if we're going for an event or something, we try to make it a point to make it about also us and what we do. So we rarely traveled alone. If I'm going to a customer, we're trying to get two consultants in there, or what I'm trying to say is bring more people. It's a point, I think, Adaptavist is trying to make and I think that's what Simon, our CEO, is trying to make is use these opportunities to be with people. I think it's a beautiful thing, but it's one of the myriad of solutions. I don't know. I really don't know. What do you think? What are your thoughts on this?
Dave Elkan:
Oh, I can share how we work at Easy Agile. So here I am today in the office. This is a great place for me to do this recording. We have a room for about 50 people here in the office in Wollongong, south of Sydney. We have about 10 to 15 who usually arrive on a daily basis, and that's great. We don't mind. We love people working from home and working away, which is more convenient and relaxing for them. At the same time, we do have quarterly plan, like planning sessions that we go to. We have Advanced Easy Agile every quarter. We come together in person. We've strategically ensured that we hire in a way so that's possible, so people aren't flying across vast sways of ocean to get to this conversation. In a way, it's planned-unplanned. So we do our planning ahead of time.
When we come for Advanced Easy Agile, we'll have something that we want to either upskill the team with or whatever, and then we'll have some team bonding where people can choose from a range of different activities they want to do together. And so, for us, it's more about getting together in person because we know that's really valuable to both build an understanding of each other as a team and to build that rapport. It can't be done over Zoom to an extent. So, absolutely, our business runs entirely in a remote-friendly way and we don't rely on people to be in person, in sync in person to move forward. However, we do see there's a great value there. So we try to live in both worlds and we get the benefit from both of them. Yeah. And so, that's one thing that can work. It's not for everybody. If you have a truly distributed global business, it's not exactly easy or affordable to bring everybody together on a quarterly basis.
Jean-Philippe Comeau:
Yeah. I think it's beautiful though. So I've been in Adaptavist for close to six... I'm on my sixth year now and we used to be able to do... We didn't do quarterly. We did a yearly thing at the end of the year where everybody would get together. We called it Winter Con for the last two years, which I actually loved the idea, which was very much we could pitch ideas of what we wanted to talk about. It could be about work, could be about customers, could be about last year, whatever you wanted to talk about, could be about yourself, could be about a cool thing you did this year, whatever. We had a voting system, but really pretty much anyone that said any, you could get in.
You could just walk around and it was literally a conference center. We'd set up some rooms and you could walk in, look at a presentation, literally like Teams or whatever. It was the best experience every time that we did that. I love these because there's value. There's an ROI in having everybody learning and upskilling and breaking down these silos of, "Hey, I never worked with marketing, but here's an hour talk around something we did in marketing. I really want to join," and all these things. That's great. There was also the unplanned ROI, where you were coming out of there with multiple ideas of like, "Oh, I could explore this. We could explore that. I got this meeting set in Jan now that whenever I come back in January, we're going to be talking about this thing that we talked about for cloud migrations." All that was happening at Winter Con.
Now, we grew exponentially post-COVID, well, during and post. So while COVID was happening and all of a sudden everybody wanted work. And then as companies that were remote, I think a lot of the companies that were remote grew during COVID versus because companies that were local or anything, they slowly diluted down a little bit, let's put it that way. As we grew, we can't support that anymore as a one-time thing where you'd have... We're close to a thousand now. There's a lot of people to move and a lot of conferences, a lot of conference rooms and presentations and stuff that we just can't accommodate. So, I miss it a lot. We've been doing it remotely, but like you said, it's not the same to go on a Zoom call.
I remember sitting down in these presentations and you're sitting down next to people that someone from Arkansas, someone from Cambridge, and you start talking. Yeah, you're listening to conference, but we all know what happens when you're listening to a presentation. You start talking like, "Yeah, that's an interesting idea. What did you do last weekend?" You start talking. Those are things you can't do on Zoom. You can't really reproduce that on Zoom. It's not going to happen really and I miss that dearly. I don't know what the solution is when you have these kind of global distribution. I mean, I guess you do in a smaller way, maybe all of North America meet up or things like that, but it's just not the same, not the same at all. I think it's beautiful that you guys can still do these because everybody's close by. I think it's really nice.
Dave Elkan:
Oh, thanks. Yeah, it's something we're hoping to hold onto as long as we can. We understand that these things don't scale. At one point, we'll have to break it into different events so that people can have, I think, a higher level of involvement in that. If you have too many people at the same time, it can be just a bit read only, the way I see it. It's as if to seek participant.
Jean-Philippe Comeau:
That's nice. Yeah. Yeah, I like that. Yeah. Yeah, you're right.
Dave Elkan:
So I'd love to just quickly touch back on Atlassian Team '23.
Jean-Philippe Comeau:
I'm sorry.
Dave Elkan:
You did mention at the beginning... That's all right. We'll get there. There's these new apps, especially in the DevOps tooling space that Atlassian's working on, so Discovery. Can you just talk to me a little bit more about what you see there and why that's coming to fruition now?
Jean-Philippe Comeau:
Yeah, I think it's all about cloud. I'll be the first to say that big fan of data center, big fan of on-prem. That's how I learned the Atlassian tool set. So, a little skeptical when cloud came about. As it grew and it got better, it got better, that was great. I think it's now at a mature spot where the Point A program, which is where all of these tools are coming out of, so the product Discovery, Atlas and all that, those are the fruits of cloud. That's because now that we have cloud, they can churn out products and try things and see if they stick or not. I think that's why I think this year is the year where I think the program is mature enough. Migration's ready. I mean, we're one year out of server end-of-life. I think we're finally in a place where we can actually talk about all these opportunities. Most of the people at the conference will be able to get value from it.
I remember last year where talks were heavily around JSM and all the cool things it would do, but you still had a lot of people on server, still had a lot of people on data center. So it fell a little bit on deaf ears. A lot of people in the crowd were just like, "Yeah, it's not for me." Both keynotes were about that. So anyways, I think this year it's going to be better because of that, because everybody's bought in. I think it's right now because yeah, it's cloud. You can ship easier, faster. You can ship better. You can iterate better. You can get a product ready much, much quicker than if you're on-prem, and I think that's why you're seeing this blow up. I also think they're great ideas. Big fan of Atlas specifically. Big, big fan of Atlas.
Dave Elkan:
Yeah. Fantastic. So, how are your customers seeing the migration to cloud? On the larger end, is that something that they're open to? Is that something that they support?
Jean-Philippe Comeau:
Everybody is intrigued, I'll start there. Everybody's intrigued. Now, the level of interest depends on the industry and the size. When you have a massive... I'll use banks because to me, banks are kind of like countries. So if you look at a massive bank where you have 30, 40,000 users, usually they have solid infrastructures. They have solid administrators. They have teams that are kind of living off this. It's built its own economy, basically. It runs itself. When you go in there and you try to teach them about cloud and all the great things it'll do, they start asking questions that are very technical and they're very good. There's not really an answer in cloud for yet, and so it gets skittish. Whereas if I go to a 500,000 people organization and they start asking questions about cloud, and usually we have more answers for that. It's just easy, an easier conversation. They don't have the same worries or the same thing troubles on their mind than the admin of 40,000 people. It's just not the same reality that they're seeing.
So I think for now, and I know Atlassian's making a big push into that enterprise space, I think for now you're going to see that growth. But as long as we don't have full autonomy of where our data is and how accessible that data is, it's going to be a problem, as long as FedRAMP isn't available to all, as long as all these different SOCs and compliances aren't available to all. These are very difficult because you've built an ecosystem around a lot of integrations and Easy Agile being to me, one of those integrations because their third-party app, however you want to look at it. Adaptavist has their own third-party app. So you have script runner and all that. We all have third-party apps. So Atlassian can't be like, "Oh, yeah, I'll make a blanket statement. We can do all these things." It's not really true. I'm like, "Hold up, you got to take into account all these different app partners out there that are doing their things and you can't put us all into one roof."I think they're victims of their success. What still making Atlassian great is the partner ecosystem, apps, solutions, sorry, everything, but it's also what's causing the adoption and the speed to which adoption of cloud is happening. It's making it slower than they would want to. I think that was maybe the misstep a little bit when everything got announced was like, "Oh, you guys do rely on these apps a lot." Yeah. A lot of our customers actually would say that the apps are even more important to them than the core. It's just a thing that you're seeing. So to go back to your question, depends on the complexity of the instance. The bigger the instance, usually the more complex it is. So if I go to over 10,000 users, it's going to be a very long conversation. Very, very long conversation.
Dave Elkan:
Yes, it is. It's funny that Atlassian did ship this and say, "Hey." Well, actually, there was a presumption that the apps were covered by SOC 2 or the like as well, and that was a missing... But it was this misunderstanding. But I say as a business owner going through SOC 2, it's a very rewarding and good process to go through. It's hard. We are doing it far earlier than Atlassian did in their own journey, but the sooner you do it, the easier it is. Ideally that as a smaller company, you have less things to worry about and the processes you put in place will be easier to maintain and monitor. So we're excited to really go down the SOC 2 path and to provide that peace of mind to our enterprise customers. So yeah, very good process to go through.
Jean-Philippe Comeau:
Yeah, you guys are going through it right now. Have you acquired it yet? Did you get your compliance yet or you're on your way to getting that?
Dave Elkan:
No, we're on the way to SOC 2 type 1 at the moment.
Jean-Philippe Comeau:
Wow. Nice.
Dave Elkan:
Yeah.
Jean-Philippe Comeau:
Yeah. Yeah. We got security group now in and they're handling all that. I'm not good with the compliances. I'll say it right now, right off the bat, I don't know them very well. I know they're like letters I would like to see next to every apps. That's what I know. I don't know how in depth the processes, but I know it's very involved to the point where you need to have a team dedicated to making that happen. So what have you guys seen so far? It's coming along great. What are some of the challenges that you've seen maybe? I'm just intrigued.
Dave Elkan:
Yeah. Oh, look, so our cloud apps are all architected in the same way, so they all use the same code base to an extent, like the deployment methodology. We haven't done any acquisitions which have bolted on to make that more complicated, so we're making the most of that situation. We've done a fair bit of work over the last quarter or so to put in all the checks and the controls around that deployment. The next thing is to really put in place the processes to ensure that our team understands how to deal with different situations and the like. So, that's something we're going to tackle in the next quarter. I'm excited to go through that and do a bit of a sprint with Nick, my co-founder and co-CEO, to really see how much we can get done in a period of time and really focus on that. I think that the benefit will be that we have a much more understood and clear way of running our business, which is obvious to our customers as well, which is a very good thing. I'm all in favor of it. Yeah.
Jean-Philippe Comeau:
Yeah, that's awesome. Yeah, I think we're seeing some of the similar things, but we did acquire a bunch of stuff and so that is making everything a bit more difficult, for sure.
Dave Elkan:
I can understand. That would be very tricky to try and bridge those gaps and to homogenize enough to be able to have a really clear statement going forward. Yeah. Okay. So we touched quickly on the Atlassian apps that they're bringing. Are there any apps in the marketplace that you have got an eye on that you'd love to go and talk to, of course, Easy Agile aside?
Jean-Philippe Comeau:
I mean, of course. Yeah. A big need that I'm noticing now in the market... I don't know if it's a secret or something, I should wait because I know Team '23, they're going to be doing some stuff and I'm really excited for them. So one of the things that we're noticing is... So backups, so enterprise support, basically. Right now, when you're on the cloud, most companies, again, in the 40,000 and plus have strong backup needs and they actually have requirements, laws, things that they need to abide by as far as how long they maintain data, how long they have backups of data and all that. Right now, the way that it's done in cloud isn't nice at all. You actually have to go into the UI. You get a backup. If your backup is large, it's going to take multiple days to process and you got to remember to... It's all manual. There's nothing that really automated.
So, there is a growing market for these kinds of apps. I've been talking all that to these people at Revyz, R-E-V-Y-Z. What they do is they basically automate that process for you and they host your data. Right now, they only do it for a year, but it's still much better than what we're seeing out there. There's a lot of need for services like that, where they... Because I mean, part of the appeal of cloud is obviously hands off, don't have to worry about things anymore and Atlassian only guarantees backups for 21 days. So if you're an enterprise and you're looking for six months at least of data recovery, at least you're not going to get that. So by having a partner like Revyz or all these, there are other apps out there, I'm talking about Revyz specifically because I talk to them a bunch, but a lot of interesting things are happening.
Also, what's amazing about these apps, what these developers have found, and once they've have that process, they now get access to the structure of the data and they've started building tools around that structure. So for instance, that app can actually restore projects and issues and custom fields and configurations. So you don't need to do a full restore. You can actually pick what you want to restore, which is brilliant. It's something that even in data center wasn't easy to do. You couldn't just say like, "Hey, give me that issue." You'd have to restore the snapshot, go into the system, find your stuff. Now being able to go into my UI and Jira, go into my backup app, go and look the issued I deleted by mistake, find it, restore it the same day, it has comments saying, "This was restored by revisits, so make sure blah, blah, blah, yada, yada, yada." It's just brilliant and I'm really excited to see that grow this year.
Dave Elkan:
That's amazing. Yeah, it's a really intriguing part of this piece that I've never really thought through that that's actually a really important part of running an enterprise, that you have those continuous backups. Yeah. Cool. Yeah, that's a great insight.
Jean-Philippe Comeau:
Yeah, it's going to be an interesting market to dive into because we've been asked, even as a service partner, "Can you deliver on this?" The truth is without an app, you can't. There's no real way for me to get a backup. I'd have to go into your instance every day. I don't think you want a consultant going into every day your instance, downloading a backup and throwing it. I'd rather spend my money elsewhere. So these apps are going to be very... I think they're going to be big and I'm really interested to see what happens with all these different ventures.
Dave Elkan:
Well, certainly, a booth I'll be popping by to see if we can include the Easy Agile data in that backup as well.
Jean-Philippe Comeau:
Yes, exactly. So they are looking at other app partners and seeing what they can do. So I think, yeah, absolutely, if you want to have a chat, they're great people.
Dave Elkan:
Beautiful. Thank you so much for your time today, JP. That's a wrap. Hey, is there anything else you wanted to touch on before we wrap up? Is there anything you are hoping to get away from the event, to take away from the event? Anything on the sidelines you're going to see when you're there?
Jean-Philippe Comeau:
I mean, obviously, App Day is going to be a big thing. Really excited to meet y'all in person, see everybody. So App Day is the time where I get really technical, get my hands dirty. I don't do that a lot these days. I miss it sometimes just sitting down and doing some good old admin work. So anyway, the App Days are usually when I really get back to the nitty-gritty of let's talk about script runner, where we're at now, and let's meet with Easy Agile, with Temple, with all these different app vendors and talk about what's coming up and what they're seeing. So really looking forward to that. But other than that, no, just looking to have a good time. I'll hopefully get some good social time as well at the evening. Like I said, we won't get ourselves half the fun is also after the events every day, so really looking forward to that, for sure, and meeting all my fellow ecosystem partners and talking to everybody and seeing what they've seen in the past year.
Dave Elkan:
Likewise. I'm at least 1,000% more excited now having talked to you about it. So thank you so much for taking the time today, JP, to talk through that and I can't wait to see you there.
Jean-Philippe Comeau:
Yeah, I can't wait to see you. Thanks for having me.
Dave Elkan:
No probs. Thanks, mate.
Text LinkEasy Agile Podcast Ep.4 Em Campbell-Pretty, CEO & Managing Director at Pretty Agile
"We spoke in detail about scaling agile, being a SAFe fellow, discipline, the traits of effective leaders and how to trust your people."
Transcript
Nick Muldoon:
Good day, folks. Thanks for joining us for another Easy Agile Podcast. This morning, I'm joined by Em Campbell-Pretty of Pretty Agile. Em is one of 22 SAFe fellows globally and she's been doing agile transformations at scale for over a decade now. She's also the author of two books, The Art of Avoiding a Train Wreck and Tribal Unity. So, all about culture and psychological safety here, and all about obviously scaling agile release trains, tips and tricks.
Nick Muldoon:
My key takeaways that I was really jazzed about, the traits of effective leaders for scaling agile transformations and being an effective organization, trust, as in trusting their people, an openness to learning and a willingness to learn, the ability to experiment and treat things as failures if they are failures, and discipline. Em and I talked a bit about discipline today as a trait of leaders. It's a really great episode and I took a lot from it, and you'll hear my takeaways at the end and what I need to go and learn after some time with Em this morning. So, let's get started. How many weeks a year are you typically on the road?
Em Campbell-Pretty:
How many weeks a year am I typically on the road? A lot, most. It would be unusual for me to spend four weeks without going somewhere. That would be unusual. I don't travel every week, but I travel most weeks, and I travel in big blocks. Right? So, I'll go and do ... Like I said, just before the lockdown, we did three weeks in Auckland, so that was in February-March.
Em Campbell-Pretty:
We went to Auckland, we had a client in Auckland, we just stayed there. So, three weeks in Auckland, came back here, and did not return to Auckland. Returned to support that client virtually over Teams and Zoom was how that one went. But yeah. Normally between running around Australia, Southeast Asia, Hong Kong, Singapore, Manila, the US, New Zealand, yeah, not home that often, normally. This has been truly bizarre.
Nick Muldoon:
So, this is a very unusual year for someone like yourself that's flying around visiting clients all over the world.
Em Campbell-Pretty:
Absolutely. Absolutely. It's been a very strange year. It's an interesting difference on energy as well. Not flying all the time I think is good for my body. I feel the difference. I also feel the difference sitting in a chair all the time. So, I was traveling a lot, but I was on my feet most days when I was working. Now if I'm working, I'm sitting a lot.
Nick Muldoon:
You're sitting down. Yeah.
Em Campbell-Pretty:
So, that's interesting. But I don't miss the jet lag at all. I don't miss the amount of time the travel consumes at all. In fact, it's been nice. I've had a little bit of head space. I've probably blogged more this year than I have in a few years because I've just had some head space and being able to think. But I don't get to see the world either, and all my holidays got canceled. So, nevermind work. I had trips to Europe. Four weeks from now, I was supposed to be in Canada seeing polar bears.
Nick Muldoon:
Aw.
Em Campbell-Pretty:
Tell me about it!
Nick Muldoon:
I would love to see polar bears. They look so cuddly on TV. I'm not sure that that would actually be the circumstance if I was to try to approach one and give one a cuddle.
Em Campbell-Pretty:
Yeah. I don't think cuddling was involved. I was told I could bring a camera and a tripod, which means obviously I'm going to stand some distance away from this polar bear and take photos. But that will not be happening either. So, no holidays and no travel for work, and of course, being in Melbourne, not even any, let's just go to [crosstalk 00:04:15].
Nick Muldoon:
Coffee or anything like that.
Em Campbell-Pretty:
Just nothing.
Nick Muldoon:
Nothing.
Em Campbell-Pretty:
Nothing.
Nick Muldoon:
Yeah, because you've been on legit lockdown.
Em Campbell-Pretty:
Yep.
Nick Muldoon:
So, tell me then about the shift over the last 10 or 15 years in these scaled, agile transformations. Obviously today, like you described with this client in Auckland, everything's got to be remote. Presumably, not as effective. But I'd love to get a sense of what the evolution is from the transformations 10 years ago, banking, telcos, that sort of environment to the clients that you're working with today. Describe what it was like 10 years ago.
Em Campbell-Pretty:
So, 10 years ago, and it's so interesting to reflect on this now, I read Scaling Software Agility, which is a book that Dean published in 2007. Then I discovered that wasn't the latest book, so then I read Agile Software Requirements. This was 2011. I'm this crazy, angry business sponsor with this program of work I'd been sponsoring for five years that's never delivered anything, and in this cra-
Nick Muldoon:
You were the crazy, angry business sponsor?
Em Campbell-Pretty:
Yeah. Yeah, yeah. I was the crazy [inaudible 00:05:26]. I was very angry. You would be angry too if you were me. I refer to it now as the money fire. So, basically, here's my job. Right? Go to the CFO, ask for money. Give the money to IT. IT lights a match, sets it on fire. Comes back, asks me for money. I get to go back to the CFO and say I need more money. Five years. Five years. That's all I did. Ask for money and try to explain where the other money went.
Em Campbell-Pretty:
Anyway, in the strangest restructure ever, I end up the technology GM for the same group I had been the business sponsor of for the past five years. Apparently, they couldn't find anybody appropriately qualified. So, you can do it, Em. Sure. So, I'm a bit of a geek, so I read books, and I'm reading these books by Leffingwell because I'd been doing some agile ... So, I'd been doing something I'd been calling agile. Let's just go with that.
Em Campbell-Pretty:
It was interesting to me because I could see little rays of light. But it still wasn't really making anything happen, so hence the reading. These books talk about this agile release train [inaudible 00:06:46] that sounds cool. We should so do this thing. So, I set about launching this train at a Telstra in early 2012. It wasn't called SAFe, right? It was just the books and these things called an agile release train.
Em Campbell-Pretty:
Now, to look back 10 years ago, it wasn't called SAFe. People weren't running around doing this. I was not actually really qualified for the job I was in. Well, I wasn't a technology leader by any stretch of the imagination, and I decide that I'm just going to launch an agile release train. So, there were rare and unusual beasts, and I'm not sure I really understood that when I went down the path of doing it.
Em Campbell-Pretty:
I'm big on the, I read it in a book, I read it in a blog, I heard it at a conference, I'll just try it. That's very much always been my mental model. So, I read it in a book and I just tried it. Then we discover that actually, literally nobody is doing this, so it becomes Australia's first agile release train and Australia's first SAFe implementation. Oh, boy, have I learned a lot since then.
Nick Muldoon:
Well, yeah. I was reflecting on that because I dug out The Art of Avoiding a Train Wreck, right? This is one of the ones that you signed for Tegan. But obviously, you've learned a ton since then because you've managed to put together a tome of tips and tricks and things to avoid as you are pursuing these transformations. As an industry, though, well, as an industry, I guess this spans many industries, but as a practice these days, are we actually getting better at these transformations? Are there companies out there today, Em, that are still taking piles of money and setting it on fire?
Em Campbell-Pretty:
So, I think I meet people every day who hear my story and go, "Oh, my god. You used to work here?" So, I think there's still many, many organizations that have an experience that is like the experience I had back in 2010 and what have you. So, it seems to be something that really resonates with people. I guess so many of the businesses we go into now either are not agile at all or, I guess like my world was, doing something they call agile. What we find is the something that they call agile, I wouldn't say it's not agile. But it leaves a lot to be desired.
Nick Muldoon:
They're on a journey, right?
Em Campbell-Pretty:
Yeah. Yeah. Well, I guess so because they end up having a conversation with us. So, they understand that what they're doing is not enough. They understand that what they're doing isn't getting them the results that they want. I don't know that they understand why. It's interesting to me sometimes that they look to SAFe because you asked me about how's the client base changed? One of the things that's really interesting in Australia is we get far more of the small to medium sized companies now than the big ones.
Em Campbell-Pretty:
So, they're companies that consider themselves agile. But what we're calling them, the startups that are no longer startups, right? These are organizations that they're generally old 10, 20 year old startups and they're scaling and they see their problem as a scaling problem. So, that's what leads them to a conversation around the scaled agile framework.
Em Campbell-Pretty:
When we look at them through a SAFe lens, we go, "Gee, you're tiny. But okay. I can see that you can have an agile release train and it won't do you any harm. In fact, it would probably help you a lot in terms of mid-range planning," because mid-range planning just seems to be nonexistent for a lot of these organizations. Prioritization. A lot of these small organizations, very knee-jerky in terms of how they prioritize, bouncing from one thing to the other.
Nick Muldoon:
Are they reacting to the market, or are they reacting to the leaders, maybe the lack of discipline in the leadership?
Em Campbell-Pretty:
You know what? They would say they're reacting to the market. I would say they've got a discipline issue.
Nick Muldoon:
Yeah. [crosstalk 00:11:23].
Em Campbell-Pretty:
So, I read, obviously, big reader, last summer, obviously Australian summer, US winter, I read Melissa Perry's The Build Trap. Interesting book and your well respected thought leader in product management. Not a big fan of SAFe. Probably not a big fan of agile either was the takeaway I had from her book. But the thing that she does talk about that I really thought was valuable was the lunacy in chasing your competitors. So, building features because your competitors-
Nick Muldoon:
Your competitors [crosstalk 00:12:06].
Em Campbell-Pretty:
... build them, or building features to land a contract or retain a customer. So, I thought she sees all of that as lunacy, and I tend to agree. So, that was my ... I think that's quite interesting. Her perspective is you don't know if the competitor's actually having any luck with that thing that they've built. So, if you build it because they built it, you don't know. You have no idea. So, don't just build it because they've built it. It might not be doing them any favors either.
Em Campbell-Pretty:
Of course, once you start just doing random stuff for this big customer or this big client, you start to lose your way as an organization. People end up with completely different versions of their products, branches that they can't integrate anymore. It's interesting. So, when I look at that, I go, "I feel like there's a discipline issue in some of these organizations at the leadership level."
Em Campbell-Pretty:
What is it we're trying to do? What is our vision? What is our mission? What is our market? What are we doing to test and learn in that market, as opposed to just get a gun, let's do everything, grab everything? Oh, my goodness. They were doing that over there. Stop this, start this, stop this. Of course, if you're stopping and starting all the time, you're not delivering anything, and that seems to be something that we see a lot with these organizations. They're not delivering.
Em Campbell-Pretty:
I'm not saying their delivery mechanism is perfect. There's challenges there too. But some part of the problem is the inability to stay a course. Pick a course and stay a course. I'm not saying don't pivot, because that's stupid too. But being more deliberate in your choices to pivot, perhaps. Yeah.
Nick Muldoon:
Do you get a sense, Em, that there are leadership teams in various geographic regions that are more effective at this and more effective at that longterm planning and having that discipline and that methodical approach to delivery over an extended time period?
Em Campbell-Pretty:
I think regions and cultures and nationalities certainly play a role in the leadership, I don't know, persona, personality. I don't know that I could say when I've worked in this country or this part of the world that their leaders are better at forethought. I think some cultures lend themselves to lean and agile more than others. Hierarchical cultures are really, really challenging.
Em Campbell-Pretty:
That can be both a geographic thing, but it can also just be an industry thing, right? So, government can be very hierarchical. The banks can be very hierarchical. Some of the Asian cultures are very hierarchical. But some companies are just very hierarchical as well. So, who owns the company, who leads the company, all of that can play a big role in what's acceptable because so much of success in this scaled agile journey comes down to a leadership that is willing to trust the teams, a leadership that is willing to learn, a leadership that's willing to experiment, and a leadership that's prepared to be disciplined.
Nick Muldoon:
So, leadership with trusting the teams, willing to learn, willing to experiment, and with discipline. They're those four things that you-
Em Campbell-Pretty:
Yep.
Nick Muldoon:
Yeah, okay. I'll make a note of those, Em. I'll come back to those. Trust, learn, experiment, and discipline. I'm interested, I guess, this year being a very interesting, a very unique year for doing remote transformation work and coaching and consulting, 10 years ago, what was the percentage of remote team members distributed teams? Now, you've basically, I think the big banks in Australia aren't even going back to the office until 2021. Atlassian is not going back to the office until 2021. Twitter, Jack Dorsey, my old CEO, said, "Work from home forever," sort of thing. What's the takeaway for this year and what do you expect for 2021 and beyond?
Em Campbell-Pretty:
So, look. This year has been eyeopening, and look, some things are, as I would have anticipated, some things have been different. So, obviously, we're seeing entire organizations going online. We're seeing the teams are online, the PI planning's online, everything's online. That's actually in some ways opened up opportunity. So, where we've had clients who have had the most odd setups in terms of distribution, and you can make a train work where you've got teams across two locations. But we're big fans of the entire team is in Sydney or the entire team is in India. We don't have half the team in Sydney and half the team in India.
Em Campbell-Pretty:
But organizations really struggle with that because perhaps all the testers are in India and then you want a tester on every team and now you've got a problem. How do you create a complete team and not cross the time zones? So, the opportunity becomes if I can find teams that are not physically co-located but time zone friendly, I have a little bit more option. So, I can have a train that operates between, I don't know, Sydney and India. Or I can find a four hour overlap in their day, and I can insist that that team works 100% online.
Em Campbell-Pretty:
So, the big thing that we'd advise against is I don't want that team hybrid. Right? I don't want three people sitting in the office in Sydney and three people sitting in their homes in India. I want everybody online. I want an even playing field, and I think we can do that now in a way that is more acceptable than before. Because the same advice I was giving, gee, back when I wrote Tribal Unity, same advice. Right?
Em Campbell-Pretty:
So, 2016, everybody, equal playing field. If you're going to be distributed, everyone has to be online, as opposed to some people online and some people in a room. So, that's a more acceptable answer now than it was prior to this year. So, that's good. I think that's good.
Nick Muldoon:
In 2021, then, Em, you mean this is just going to play forward. I guess there's going to be a reversion of some of these companies back to the office because they've got huge real estate and workplace infrastructure already.
Em Campbell-Pretty:
Yeah. So, look. We're seeing clients closing offices the same way that you see some of the companies in the US doing that. We're also seeing parts of Australia and New Zealand with no particular COVID impact at this point actually going back into the office, and having created that example of teams that are crossing time zones, and then going back into the office and going back to that hybrid space. So, that's interesting and [crosstalk 00:20:08].
Nick Muldoon:
So, where you're back into that environment where you might have some people working together in an office that can get a cup of coffee together and then some that are stuck still at home. I guess there's not just even regional differences, right? If you've got a team member that's got a particular health situation, they're not going to feel comfortable necessarily coming back into the office, regardless of the situation, until there's a vaccine or something.
Em Campbell-Pretty:
Absolutely.
Nick Muldoon:
Yeah, okay.
Em Campbell-Pretty:
So, yeah. Look, I think it's going to be interesting. I would strongly advocate that organizations have teams that are either in person teams or online teams, and the team just either operates 100% online or the team operates 100%-
Nick Muldoon:
In the office.
Em Campbell-Pretty:
... in person and in the office, and if you have a train that has both in any train level ceremony, everybody goes to a desk and-
Nick Muldoon:
And do it online.
Em Campbell-Pretty:
... a video camera and we do it that way. I think the thing that seems to be most sticky about the physical environment and SAFe is PI planning. Nobody needs to beat. Right? That was cool. Nobody needs to beat, no one's PI planning slipped, everybody just went. They were all online. So, we'll just PI plan online. It'll be fine. We saw people use whatever infrastructure they had available to them.
Nick Muldoon:
Yeah. [crosstalk 00:21:30].
Em Campbell-Pretty:
So, I'm sure a number of people called you folks and said, "We need a tool." But some just went, "We have Google Suite, we have Microsoft whatever it is, we have this, we have that. We're just going to make it work," and no matter what they used, they made it work and they ran the events and their events were effective and they got the outcomes. The big thing that is missing is that energy. You can't get the energy of 100, 200 people in a room from an online event. But mechanically-
Nick Muldoon:
We can achieve it.
Em Campbell-Pretty:
... we can achieve it. So, we hear everybody wants to go back to PI planning in person because of the social, because of the energy, which I think is awesome. I absolutely think that is awesome, and I can see this world in which people do a lot more work from home, work remote, whatever that looks like, and then the PI planning events are the things that we do to bring ourselves together and reconnect on that eight, 10, 12 week basis. That's my feeling. Could be wrong.
Nick Muldoon:
I guess I'll be really interested to see how it plays out, and I think we should return to this conversation in 12 months, Em.
Em Campbell-Pretty:
Yeah. Oh, no.
Nick Muldoon:
I'm just thinking, what's going through my mind is one of our customers in New York, financial services company, and for one of their arts, it was 150,000 US exercised to bring their people together once a quarter.
Em Campbell-Pretty:
Yeah. Wow.
Nick Muldoon:
I'm now going, I'm like, "Okay, yes, they're doing it digitally now." That's fine. They're going to miss out on things. But if they lose the budget, do they have to fight to get the budget back? Or does the budget sit there? There's these other unknown ramifications of this shift over the course of 2020 that we're yet to see play out, I guess.
Em Campbell-Pretty:
I think you're right, and I think it would be particularly interesting for the trains that have been launched remotely. So, if the train has been launched remotely, do you ev-
Nick Muldoon:
So, not existing trains that have been working together for six to 12, 18 months. But you want to get a brand new train started. Have you done that remotely this year with some of your clients?
Em Campbell-Pretty:
Oh, we're in the process of doing it now.
Nick Muldoon:
Cool. Tell me.
Em Campbell-Pretty:
We had one, though, literally just before the lockdown. So, they did their first PI planning face to face and then immediately moved to remote working and, yeah, now working on remotely launching a train. For us, we have a playbook. It's a bunch of workshops. It's a bunch of classes. We just use online collaboration tools. We've found things that replicate the sort of tools that we would have in a physical room, and the joy of being able to read people's Post-it notes, right? This has been the absolute highlight for me, the joy of being able to read people's Post-it notes.
Nick Muldoon:
No more hieroglyphics.
Em Campbell-Pretty:
Yeah. Absolutely.
Nick Muldoon:
What is that that you wrote, Sally? Yeah.
Em Campbell-Pretty:
Everyone can say everything at once, right? So, you think about the classroom and the workshop where there's a group of people huddled around Post-its and a flip chart paper and they're still huddled in a way in their virtual huddle, but everybody can read, right? It's not that I'm not close enough, I can't read, I can't read your handwriting. There's this great equalizer is the online world. So, I think that's great. I think the challenge for the trains launched remotely is going to be do you ever get the face to face experience?
Em Campbell-Pretty:
Because if I go back over the years, one of the things we know is your first PI planning event sets the standard. So, people get this imprint in their heads of what is possible. For example, if you skip something in your first PI planning event, you just decide to, I don't know, skip the confidence vote or something weird like that, you don't do the roam of the risks or you just skip something, you never do it because you're successful without it.
Nick Muldoon:
It never gets picked up. Yeah, okay.
Em Campbell-Pretty:
You're successful without it. So, every compromise you make, and you make a series of compromises, and then you're successful despite those compromises, and that becomes a false positive feasibility. It tells you, yes, I was right. I was right.
Nick Muldoon:
I don't need to do that.
Em Campbell-Pretty:
I didn't need to do those things because I was awesomely successful and I didn't do these things. So, it's the learning [crosstalk 00:26:15]-
Nick Muldoon:
That's confirmation bias, is it?
Em Campbell-Pretty:
Yeah, that's it. That's the one. Confirmation bias. That's exactly it. Yep. Yeah, and I think there's going to be a bunch of confirmation bias in these remotely launched trains, and unless they're inside organizations where there's enough knowledge of SAFe and the physical PI planning to know that there's going to be value in bringing them together, but I can see that being a real challenge. I think trains that are launched online may never go into a physical PI planning event because of that confirmation bias.
Nick Muldoon:
All right.
Em Campbell-Pretty:
That makes me really sad.
Nick Muldoon:
I want to come back to something you said before about the leaders, and you mentioned the trust, the openness to learning and experimentation, and the discipline. I was going back over your SAFe Global 2018 talk about the seven traits of highly effective servant leaders.
Em Campbell-Pretty:
Yep.
Nick Muldoon:
Yeah?
Em Campbell-Pretty:
Yep.
Nick Muldoon:
I guess I had some questions about this, and obviously, these are four of the traits. What are the other three traits that I'm missing? Then I've got a followup question about some of the actual things that you talked about that you picked up in your trip.
Em Campbell-Pretty:
[inaudible 00:27:29] one of those four on the list I had in 2018.
Nick Muldoon:
I'll quiz you on it.
Em Campbell-Pretty:
How awkward. So, in 2018, the answer was people first, a respect for people, that sort of lens, lean thinking, manager, teacher, learner. So, we had that one. Yeah. Learner. [inaudible 00:28:00] crazy. What else did I have? [inaudible 00:28:10].
Nick Muldoon:
Yeah. Okay. I wanted to talk about that one, actually. I made a note about that. What is that, and are there examples of that in the West?
Em Campbell-Pretty:
A lot of people talk about true north.
Nick Muldoon:
[inaudible 00:28:28]. True north.
Em Campbell-Pretty:
Yeah. True north. The translation I got, which I got from Mr. [inaudible 00:28:39], who partnered with Katie Anderson for the lean study tour I did in, I don't know, '18, '17, '18, 2018, I think, so the translation he gave was direction and management sort of things. So, it's mission, right? It's strategic mission. It's that sort of thing.
Nick Muldoon:
So, just a sidebar here for anyone that hasn't seen Em's talk on this, there's a woman by the name of Katie Anderson. She runs an annual, I think, I guess not this year, but she runs an annual-
Em Campbell-Pretty:
No, not this year. She did not go this year.
Nick Muldoon:
... not this year, runs an annual lean, Kanban, kaizen study tour to Japan and visits ... Who did you visit, Em? You visited with Katie. How many were in the crew that you went over there with?
Em Campbell-Pretty:
So, I think it was a group of about 20 from memory. Katie lived in Japan for two years and then went back to the US. She lives in San Francisco, I think. While she was there, she really liked the idea of putting together these lean study tours. She was already a lean practitioner more in the healthcare side of things. So, she got the opportunity to ... We actually were on a test run tour.
Nick Muldoon:
Oh, cool.
Em Campbell-Pretty:
So, this was her experiment. She had a relationship with Ohio State University and they brought some people to the table and she brought some people to the table and they made it happen. She also had an existing relationship with Mr. [inaudible 00:30:24], who was John [inaudible 00:30:26] first manager at Toyota. So, he's a 40 year Toyota veteran.
Nick Muldoon:
Veteran.
Em Campbell-Pretty:
He came with us for the week. So, we of course went to Toyota, but we went to a bunch of Toyota suppliers as well. Isuzu, [inaudible 00:30:43]. Then we also went to Japan Post, which was fascinating. We went to a city which name escapes me right now, but they called it 5S City because all the companies in that city practice the 5S, the manufacturing 5S.
Nick Muldoon:
Tell me about it. It's not coming to mind. I don't feel comfortable or familiar.
Em Campbell-Pretty:
You don't feel good about 5S?
Nick Muldoon:
No.
Em Campbell-Pretty:
No. That's not good. So, how would I ... The 5S is five Japanese words, which I'm going to go ... Yeah. My Japanese, nothing. But it's about standardized work. So, for example, when you go into the 5S factories, you'll see the floors marked up where you need to stand to do a particular job.
Nick Muldoon:
[crosstalk 00:31:41] This is what Paul Aikas picked up for his-
Em Campbell-Pretty:
Oh, no.
Nick Muldoon:
I feel like I've seen Paul Aikas' videos of their manufacturing in the US that everything's marked up.
Em Campbell-Pretty:
Yeah.
Nick Muldoon:
Okay.
Em Campbell-Pretty:
Probably. That would be my guess. We should ask Teddy.
Nick Muldoon:
We can ask Paul, and we can ask all these people. There's time.
Em Campbell-Pretty:
Well, yeah.
Nick Muldoon:
Okay.
Em Campbell-Pretty:
Okay.
Nick Muldoon:
So, that lean tour, the Japan study tour, that was a super effective and motivating thing for you?
Em Campbell-Pretty:
Yeah. For me, it was very reinforcing. So, I had I guess my own lens on what lean leadership meant, and I found that particular tour to be very reinforcing around the value set that I believe is part of that. Katie [inaudible 00:32:43] created [inaudible 00:32:44] that is designed to show you that. So, she's often very clear that says this is not Japan, right? This is not a reorganization into Japan. This is not every leader in Japan.
Em Campbell-Pretty:
This is, I've hand picked a series of lean leaders to show you it being practiced. But it was certainly very reinforcing for me. So, very similar messages I picked up in terms of how I like to head, how I coach others to lead was built into the messages that she delivered. So, it was very cool. It was very cool. Some of those leaders, just so inspiring, particular kaizen. I think the thing that just really hits you in the face as you're talking to these folks is kaizen, this drive to get better.
Nick Muldoon:
All the time.
Em Campbell-Pretty:
All the time. Absolutely. It's these folks looking for, they're looking for the one second, right?
Nick Muldoon:
Yeah.
Em Campbell-Pretty:
The one second improvements. There's a video that floats around. Have you seen the Formula 1 video-
Nick Muldoon:
Yeah.
Em Campbell-Pretty:
... where they do, yeah, the changeover in 63 and it takes them over a minute and they do the changeover in 90-something in Melbourne and it takes them six seconds or whatever it is. It's like that, right? It's that how do I find one more second, half a second? They're just so driven. If I can remove a step that someone has to take, can I move something closer to somebody?
Nick Muldoon:
Yeah. There was some comment in the presentation that you gave. There was some comment about if I have to take another five steps, that's an extra 10 seconds. Then that's an extra 10 seconds every time I do this activity every day, and that all adds up. So, how do we shave these seconds off and be more effective and deliberate about how we do this?
Em Campbell-Pretty:
That was just huge, right? I called it kaizen crazy in the presentation. I'm just so, so driven to improve, and just tiny, small improvements every day.
Nick Muldoon:
So, one of the other practices that I didn't grok out of that talk was about the Bus Stop. What was the Bus Stop about?
Em Campbell-Pretty:
Was that in that talk? Really?
Nick Muldoon:
I'm forcing you to stretch your mind [crosstalk 00:34:57].
Em Campbell-Pretty:
You are. You are. You are. You are quite right. It really was [inaudible 00:35:01]. Okay. Oh, you're awful.
Nick Muldoon:
Yes.
Em Campbell-Pretty:
Yes. Yes, you are. Okay. So, effective leaders are human was the tagline on that one. It was really about leaders being down to Earth and being one with the teams. So, things I saw in Japan, this factory run by a woman, [inaudible 00:35:42], I think it was, so very unusual. Not a lot of women leaders in Japan. Her husband took her name because [inaudible 00:35:52]. It's a really interesting character.
Em Campbell-Pretty:
But her company has a bunch of morning rituals. You always say good morning and thank you and how they talk every day and everybody talks and everyone interacts. Then one of the other places we went to, they all had their uniforms they wore in the factory. But everybody wore the uniform, right? The CEO, the office workers, and everybody wore the uniform. Everyone was one.
Em Campbell-Pretty:
Then I was thinking about my experience leading teams, and a lifetime ago, I was working with a team that decided to enter a corporate competition. This competition was about showing your colors and showing the corporate values, which were things like better together and courage, and then [inaudible 00:36:49] a rainbow thing. So, this team decides what they're going to do, is it an address up in the rainbow colors, and they're going to be better together and show their courage and they're going to do the Macarena and they're going to video it and that's going to be how they're going to win this competition.
Em Campbell-Pretty:
I did not participate in this Macarena because someone has to take photos and stuff, right? How else are they going to enter the competition? So, had to do my bit. Anyway, we also had this ritual, which was about teams bringing challenges to leadership to resolve, and they did at the end of every spring. So, they do this Macarena and they film it and they enter the competition and at the end of the spring, they bring their challenges to leadership.
Em Campbell-Pretty:
Their challenge is Em did not do the Macarena. You are our leader, you did not do the Macarena. We are feeling very challenged by that, and we're bringing this to you to resolve. So, I went and spoke to the team that raised and said, "Look. I got to tell you. I don't know the Macarena. So, sorry." I still remember this so clearly. One of the guys said to me, "I read this blog about the importance of leaders being vulnerable." You know who wrote that blog post, don't you?
Nick Muldoon:
Oh, Em. Oh. You have it.
Em Campbell-Pretty:
So, we negotiated. I said, "Look. I think I can manage the Bus Stop." For those not from Australia, we grow up doing this in high school dances. In my part of the world, anyway. So, I grabbed my leadership team and we did do the Bus Stop and it was part of proving that we too were the same as everybody else and doing our bit and responding to the team's feedback. So, yes. That is where the Bus Stop fits in. Thanks so much for that, Nick.
Nick Muldoon:
Okay. No, I appreciate that. Now, I'm glad that I got that context. I try and do similar things. Typically, it's a karaoke or something, or that we haven't done that in a while. Yeah, okay. So, I guess the thrust of that talk was really about to leaders to serve, and it was all about being in service of. It sounds like what you took from the Japan study tour was these leaders there were very much in service of their people.
Em Campbell-Pretty:
Absolutely.
Nick Muldoon:
Do you see that as a trait that is prevalent in the best performing companies that you deal with, and how likely are they over a five, 10 year horizon, whatever that happens to be, to outperform their competitors or to be more successful in their market? Or I guess however they define success?
Em Campbell-Pretty:
I certainly see a correlation between leaders that like to serve and/or choose to serve and success with scaled agile, and business, because I guess we have seen over, it's close to 10 years, is those who practice together, your framework with discipline get results, and they get significant results. They improve their ability to deliver products and services, their cost base goes down, their quality goes up, their people are happier, their attrition goes down. We see it every single time.
Em Campbell-Pretty:
What we also see is when the leaders don't walk the talk, when the leaders are paying lip service to the transformation, it doesn't stick. They don't get the results. People don't find it a better place to work. People aren't bought into the change. So, there is definitely a correlation there. You can get pockets of wonderfulness inside an organization.
Em Campbell-Pretty:
We often observe that the organization that's transformation is as successful is the most bought in leader. Most senior bought in leader. So, if you're the leader of a train and you show the right behaviors, your train will be really great.
Nick Muldoon:
Successful.
Em Campbell-Pretty:
But that means nothing for the broader organization, solution train, the business unit, what have you. You see this thing that goes from the leader. If the leader's showing the right behaviors, you get within that space, you get the behaviors, you get the change, you get the results. But leaders who say one thing and do another, people don't buy it, right?
Nick Muldoon:
I guess this is true of any organizational change, isn't it?
Em Campbell-Pretty:
Yeah.
Nick Muldoon:
You hit the boundaries of your pocket, as you said, within the organization and then you meet the real world, the rest of the organization. People, maybe they don't have enough energy or they don't feel that they can influence and change that, and so they just live within their bubble because they don't feel that they can exert the pressure outside of that.
Em Campbell-Pretty:
Yeah. Look. I've certainly, I've seen successful bubble influence organizations. Successful bubbles can become interesting. Chip and Dan Heath's book, which one was it, Switch.
Nick Muldoon:
Oh, yeah. Switch. Yeah.
Em Campbell-Pretty:
[inaudible 00:42:02]. Shine a light on bright spot or something like that. So, bright spots inspire, and if you can create a bubble in an organization that outperforms the rest of the organization, or even if it performs better than it has previously, then everybody looks. Right? How did the organization that goes from poor delivery to great deliveries is what is going on here? That inspires others to get interested. One of the really interesting things we've seen in Australia, we can trace pretty much every SAFe implementation in Australia back to the one at Telstra.
Nick Muldoon:
Yeah, right. They all spun off from that, from the people that were part of it.
Em Campbell-Pretty:
Well, no. People who came and saw it. People who were inspired by it.
Nick Muldoon:
They're not necessarily directly involved in it.
Em Campbell-Pretty:
No. People came and got inspired by it, and then they went, did their thing, and then they inspired someone else. I haven't tried to do it recently, but there was a point in time we just could web together all of them because we could count them when we could see them. But we can web together most of them still. It says you saw someone who saw someone who saw someone who actually was someone who went to visit us at Telstra back in 2012, 2013 and got inspired.
Em Campbell-Pretty:
So, that bright spot can be really, really powerful, and that's what it takes, right? You get to add a little bit of noise, a little bit of difference, and people start to ask what's going on. I wouldn't say it's foolproof. I think it still requires, so someone's got to come, they've got to see, and then they've got to have the courage to do it for their part of the organization.
Em Campbell-Pretty:
That's the hard bit, right? I can come, I can see, I can get inspired. But am I prepared to put myself out there? There's a lot to be said for leaders who are prepared to take risks. That was one of the-
Nick Muldoon:
This was your lesson about the Bus Stop, right? You have to put yourself out there and be vulnerable.
Em Campbell-Pretty:
Yeah. Absolutely. Absolutely. This was actually, I was thinking, was the thing I was talking about at last year's SAFe Summit was be safe or be SAFe.
Nick Muldoon:
Be safe or be SAFe. Tell me about that.
Em Campbell-Pretty:
So, be safe, don't take a risk, or be SAFe, as in the scaled agile framework, and take that leap of faith. It comes back to, we started talking today about when I did this at Telstra, I didn't really understand that this wasn't a normal everyday, this is what everybody did sort of thing. It was a very new thing. So, I took a risk from a perspective that I was a business leader in a technology space and I really felt I had nothing to lose.
Em Campbell-Pretty:
So, I look back and that and go, "What on Earth possessed me?" And I go, "Well, I'm this business person leading this technology team. I wasn't supposed to succeed anyway."
Nick Muldoon:
Put it all on the line, right?
Em Campbell-Pretty:
I found out later they actually had a plan for when I did not succeed. I was supposed to fail.
Nick Muldoon:
Wait. How much waste is that? Why did they plan for something before it was ... Okay.
Em Campbell-Pretty:
Organizational policies. What can I tell you? Anyway, I did not fail. I did succeed, and because I took some crazy, calculated risks, and I've seen it time and time again, right? So many of these leaders in these companies that make this change are taking a leap of faith. I'm always saying I can't tell you exactly what's going to happen. I don't know whether you're going to get 10% cost out or 50% cost out. I don't know if your people are going to be 10% happier or 50% happier. I don't know that.
Em Campbell-Pretty:
What I do know is if you listen to what we're telling you and you follow the guidance and you behave in line with those lean and agile values, you will get results. You'll get results every single time. But you've got to be brave enough to buy in and take it on holistically and not do this thing where you manage to customize your way out of actually doing the thing-
Nick Muldoon:
Doing anything.
Em Campbell-Pretty:
... that you wanted to do.
Nick Muldoon:
Yeah. Okay. Em, this was awesome. Before we finish up, I want to take two minutes. You've mentioned books a lot today and you reminded me of this quote, Verne Harnish, "Those who read and don't are only marginally better off than those who can't." So, today so far, you've mentioned Chip and Dan Heath with Switch, you've mentioned the Leffingwell series from the late noughties. There might have been a few others. But tell me, what are you reading today? You've been in lockdown. What are the two or three top books that you've read since you've been in lockdown in Melbourne?
Em Campbell-Pretty:
Oh, my goodness. It's very awkward. Every time someone asks me, "What did you just read?" I go, "I don't know."
Nick Muldoon:
I don't think I remember.
Em Campbell-Pretty:
Can't remember. It's terrible. What am I reading? I need to open my Kindle. I don't know what I'm reading. Geoffrey Moore, Zone to Win.
Nick Muldoon:
Zone to Win.
Em Campbell-Pretty:
Zone to Win. I think that's what it's called. It's a newer book. I know this year, because obviously, I've read The Build Trap this year-
Nick Muldoon:
Yep. Melissa Perry. You mentioned that one. Yeah.
Em Campbell-Pretty:
Yep. I've read the Project to Product, Mik Kersten.
Nick Muldoon:
What was that one, Project to Product?
Em Campbell-Pretty:
Yeah. Project to Product, Mik Kersten. One of the IT Revolution press books. So, released just over a year ago. Very tied up in the SAFe 5.0 [crosstalk 00:48:21]. The other book tied up in the SAFe 5.0 release is John Kotter's Accelerate. So, I picked that back up. I read it a number of years ago when it first came out. But I like to revisit stuff when SAFe puts it front and center. Seems to make some sense to do that at that point in time.
Nick Muldoon:
Yeah, okay. It's interesting that, thinking about Verne Harnish, the scaling up framework, no relation to-
Em Campbell-Pretty:
No.
Nick Muldoon:
... scaled agile, for anyone that's not familiar. But so much of the scaling up framework about scaling businesses, they draw on so much content from existing offers, existing tomes, points of reference and experience, and it's super valuable, and I guess SAFe is no different, right? It draws on this wisdom of the collective wisdom.
Em Campbell-Pretty:
Absolutely. Absolutely. [inaudible 00:49:14] It was very fun to say in the early days, we stand on the shoulders of giants, a quote from somebody else whose name escapes me.
Nick Muldoon:
Yeah, okay. Well, Em, look. I wanted to thank you so much for your time this morning. This has been fantastic.
Em Campbell-Pretty:
No worries. It's great to catch up with you.
Nick Muldoon:
Yeah. I guess my takeaways from this, I like the be safe or be SAFe, like either be safe and don't take any risks, or be SAFe and actually put yourself out there and step into scaled agile. I definitely have to go and do a bit of research on the five S's as well and learn a bit more about that. But thank you so much for your time. I really appreciate it.
Em Campbell-Pretty:
No worries, Nick. Great to see you.
Text LinkEasy Agile Podcast Ep.19 Combining Ikigai and OKRs to help agile teams achieve great results
In this episode, I was joined by Leandro Barreto - Lead Software Engineer at Miro.
Leandro is responsible for helping engineering and product teams to be more productive through metrics and KPIs with a focus on increasing their operational efficiency. Before moving to Europe, Leandro worked for an Atlassian partner company in Brazil as Head of Technical Sales.
In this episode, we spoke about;
- Ikigai - what is it and how do you achieve it?
- The benefits of OKRs
- How can we combine agile, Ikigai and OKRs?
- How Ikigai can help agile teams achieve great results and stay motivated
I hope you enjoy today's episode as much as I did recording it.
Transcript
Robert O’Farrell:
Welcome, everyone, to the Easy Agile Podcast. We have an episode today with Leandro Barreto who is a lead software engineer at Miro. I'm your host for today, Robert O'Farrel. I'm the Growth tech lead at Easy Agile. Before we kick off this podcast, I'd like to acknowledge the traditional custodians of the land from which we broadcast today, the people of the Duruwa-speaking country. We pay our respects to Elders past, present, and emerging and extend the same respect to all Aboriginal and Torres Islander, and First Nations people joining us today on the podcast.
Robert O’Farrell:
Leandro currently works as a lead software engineer at Miro where his responsibility is to help engineering and product teams to be more productive through metrics and KPIs with a focus on increasing their operational efficiency. Before moving to Europe, he worked for an Atlassian partner company in Brazil and acted as a head of technical sales with the mission to increase the service offers in Latin America. Welcome, Leandro. It's great to have you here today.
Leandro Barreto:
Yeah. Thanks, Rob. Thanks also for the Easy Agile for the invite. It's a pleasure to be here today.
Robert O’Farrell:
Fantastic. You're here to talk about Ikigai, objectives and key results or OKRs in Agile, so let's kick it off. Ikigai, what is it? Can you give us a brief or a long explanation of what it is?
Leandro Barreto:
Yeah, of course, of course. So, Ikigai I use it to say is a philosophy of life that means like a reason for being or the meaning of life. So, the world Ikigai originates from a village in Southern Japan, where the average life expectancy of people is over 100 years old. So, Ikigai is basically divided in four components. The first, things you love. Second, something that you are good at, then something that pays you well. And finally, something that the worlds need. So, when you put it all together, then you have the Ikigai, but this is not easy. So, let me explain a little bit of each of these companies.
Leandro Barreto:
So, the first thing is something that you love, something that makes you be present, something that you must ask yourself what do you really enjoy in doing? What makes you happy? What holds your intention that makes you lose time and forget about time? So, for example, reading, dancing, singing, painting, learning, teaching, et cetera. So, maybe it's a little bit difficult to answer right now, but understanding and seeking what you love must is fundamental so that you can have a healthy balance between learning, putting it in practice, testing, failing, trying again, and keep the circle repeating itself.
Leandro Barreto:
So, an example that I can give you is, for example, I had a jujitsu teacher that no matter the day, he was always training. And one day, I remember I got my arm hurt. And in the next day, I had a message from him like 6:00 in the morning, he was asking if I was okay. And I was waking up and he was texting me like, "Hey, are you okay? Are you going to be able to train today?" And I was like, "Whoa, take it easy, man." This is very funny because our class is 6:00 p.m. And he was punctually at the tatami or dojo. I don't know the English word for that.
Robert O’Farrell:
Yeah, dojo. We have dojo. Yeah.
Leandro Barreto:
Dojo. Awesome. Yeah. And he was always punctual. And after the classes, he always said that he wants to get home earlier after the classes because he has private classes. So, from morning to night, he always keeps training and you can see the passion in his eyes when he talks about jujitsu. "It's a passion for me". A little bit exaggerated.
Robert O’Farrell:
Something that definitely got him up in the morning and kept him going throughout the day to the late evening, by the sounds of it.
Leandro Barreto:
Exactly. Yes. And then, you have the second component, which is something that you are good at. Something that you can always improve with yourself. So, for example, what you are really good at. It's quite hard to answer, but what the people say is that I'm do... something correct or what they say something positive that what I do. So, for example, I remember the book Outliers by Malcolm Gladwell that says that usually, you have to spend 10,000 hours in something practicing to be good at.
Leandro Barreto:
So, don't take it as an obstacle but as a motivation to keep going, and understand this part of what you are good at. It's a good way to improve. And the third part is what pays you well? So, money is what... Some people say that "Hey, money don't bring... It's not... how can I say that?
Robert O’Farrell:
Money doesn't bring happiness?
Leandro Barreto:
Yeah, exactly. But it puts a roof in your head. It makes you provide a good life for your family. It makes you travel. It makes you have a hobby. So, according to Maslow, for example, one of the bases of human beings is to start thinking about security. So, we have to have this security in order we can improve as a person. So, money helps you to achieve it. Yeah. So, find something that makes your life as comfortable as you desire to, as you wish to. So, otherwise, you'll always be looking for something that you never had. So, for example, time.
Leandro Barreto:
So, you will spend so much time thinking how can you have more money? And here's the glitch, you will never be paid because you will be stuck on your daily basis thinking on how to get money instead of how to improve your skills to get money. Right? And then, you have the what the world needs. So, here, the idea is to find a proposal for what do you do and what is value to the society, your proposal. And sometimes it's quite difficult to find precisely because of the plurality of positions and responsibilities that we have nowadays. And even more today with the full expansion of technology that every month we have new positions to be filled by companies that needs different type of skills, soft skills and hard skills.
Leandro Barreto:
And here, the keyword is to serve. So, I will give a personal example. For example, one of the things that I missed most when I was a young teenager was having someone who could help me to explore the technology so I can get a job. So, it was in the early 2000 and it was quite hard.
Robert O’Farrell:
Yes, very much so.
Leandro Barreto:
The internet is starting, everything is new.
Robert O’Farrell:
People on dial-up, internet was slow.
Leandro Barreto:
Do you remember that sound like prshh?
Robert O’Farrell:
Oh, yeah. It comes to me in my dreams I think. I heard it so many times in that era.
Leandro Barreto:
My family and my friends, they wasn't in the IT field. So, there is no one to help me that. So, I had to learn it by myself. Seems impossible. But it took me time to learn it and enter in a company with a good position let's say that gives me money and the possibility to learn much more faster. So, since 2013, I dedicate part of my time to teach young people, acting as a mentor to help them enter in this market so they can learn new skills. I can open paths for them, put in contact with the right people, people which is going to be important for them, and all aiming to accelerate their dev development and giving them the opportunity.
Leandro Barreto:
And this for me is very meaningful because I'm helping those who don't have any references also, and sometimes don't have a chance. And the more I serve them, the more I earn and I grow with them. So, I came across like when I was introduced to Ikigai for example, another personal example.
Robert O’Farrell:
Sorry. Before we get to that, just reiterating. So, the four components, so there's something that you really lose time in doing, something that you get into the flow of doing very easily. And then, the second component is the thing that you are very confident in doing, something that you do quite well. The third one, being something that pays you well, and the fourth one, being something where there's a need for it. So, just reiterating that. That's correct?
Leandro Barreto:
Correct. Correct.
Robert O’Farrell:
So, I guess getting to that, our second question that like for yourself, you can apply obviously in a business sense, but in a personal sense, what's been your journey there, and do you believe you've achieved Ikigai, I guess, would be my next question?
Leandro Barreto:
Yeah. Well, actually personally, I have some things that's very clear in my life. I'm still not there, but let's say that I'm in the process.
Robert O’Farrell:
Work in progress
Leandro Barreto:
Exactly. Work in progress. So, I have clear goals and I have clear in my mind where I want to go in a few years, so I don't get disencouraged if the weather is cold or warm, if the stock market goes up or down. And the only thing that I focus is to be 1% better than I was yesterday. And this provides me a security that prevents me to wasting time and things that doesn't make any sense or simply doesn't matter for me in the future. So, I take my career very, and also my personal life very serious on that point. So, yeah, let's say that work in progress.
Robert O’Farrell:
I love that word security that you use there. It draws a parallel, I think, to a word that we also use when it comes to that plan that we have, which is that focus element, making sure that we do the things that matter. Do you think that it's also given you a sense of focus too on what you take on and what you say yes to and what you say no to with regards to your personal and professional development?
Leandro Barreto:
Yeah, absolutely. Absolutely. When you know where you want to go, it's more easy to say yes or no to something that came up to you. Another personal example that I remember was something like 12 years ago, 12 to 13 years ago, my focus was to learn Java, for example, Java programming. Because I know in the midterm, I would like to be a Java architect. So, I have to improve my skills on that programming language.
Leandro Barreto:
So, during that time, the company that I was working was making some changes and then they asked me, "Hey, I know you are good at Java. You are learning, but we need you to start learning this another language, Ruby on Rails during that time. But you have to at least for the moment, forget Java." And then, I was like, "Mm-mm. No, no."
Robert O’Farrell:
It's not what I want to do.
Leandro Barreto:
Exactly. I totally understand that was a company's decision. But during that point, it begins to separate my focus on what I want to achieve from the company's purpose. So, it doesn't make any sense to continue on that company. I asked to leave. And again, best decision ever, because then I entered in another company that I learned so much. And then, in three years I became a Java architect.
Robert O’Farrell:
Yeah. That's a fantastic example of that focus. I'm quite curious out of those four components that you mentioned before, what have you found quite easy, I guess, to achieve or to at least get clarity around personally? And what have you found more challenging?
Leandro Barreto:
Good question. Good question. Yeah. So, learning something that you don't know, it's always a challenge but when you have a desire or a clear focus where you want to go in a few years, things start to be clarified for you. For example, in 2014, I did extension of my MBA in United States to learn about entrepreneurship and things that for me was really, really important. But totally new field, I have no idea what to expect but it provides me the vision to... I always had the idea to have my own company in other words. So, I know that in short term, not in short term, but in midterm at least five years to four years, during that period of time, I would like to have my company.
Leandro Barreto:
So, after I did this MBA, I came back to Brazil, and then I started to put myself in situations that makes me learn these new things. And in 2016, I open up our restaurant in Brazil. So, when you have an objective, things, and it's quite funny because the universe starts to help you.
Robert O’Farrell:
You make your own luck in a lot of regards too, I think.
Leandro Barreto:
Yeah.
Robert O’Farrell:
So, if you had somebody who was looking to learn about Ikigai and came to you for some, for your experience and your advice in how to apply it to their lives, what do you think your advice to someone would be who doesn't know much about it?
Leandro Barreto:
Good question. Great question. So, one tip that I, or advice that I can give is, and I think that this is fantastic and I apply it in my daily basis. Don't waste time in small decisions on a daily basis because every day we have thousands of decisions to make and our brain capacity is limited daily, at least daily. So, there are some times that we feel like mentally exhausted after, for example, you have six meetings in a row in a day. In the end of the day, you were totally tired. Right? And I once read that the greatest minds don't waste time thinking on small things, for example, Steve Jobs always wore the same jeans and t-shirt every day. And he didn't need to think to use it. He just took it and reuse it.
Leandro Barreto:
So, during that time, what I did in 2018, more or less when I was presented to Ikigai. So, what I did, I lived alone in an apartment in Brazil. So, I decided to change it, my life. What I did, I donated my entire wardrobe of clothes with things that I almost never used. And I was only wear eight t-shirts and two jeans.
Robert O’Farrell:
Quite a collection.
Leandro Barreto:
So, I avoid making those small decisions, especially in the morning, because in the morning, you have a clear mind and you don't have to spend those in small things, because if you think on small things, probably it'll grow during the day. So, for example, another thing that helped me a lot is plan the week. So, Google Calendar exists to be used, right?
Robert O’Farrell:
Yeah. Yes.
Leandro Barreto:
So, everything that is very important for you, events or plans that need to be done, put on the calendar. And also, talking about the clothes, separate your clothes a day earlier before you go into bed. So, you wake up more calmly, you drink your coffee calmly, and you focus your efforts on what really matters. And once you have freed your mind from thinking about these small things, you can focus your time and energy on learning new things or getting things done the way it should be. And whether it's learning a new language or a new skill, or you can also read a book in the morning because you have free time, let's say. You can focus on what matters to you exactly.
Robert O’Farrell:
Yeah. I'm quite curious about this aspect of finding something that you really get consumed by. And I think in this digital age, we have so many things that distract us. Our phone has a lot of notifications where we have a lot of information at our beck and call and sometimes it can be overwhelming to know what we should focus on, and I guess what we can really get passionate about. I'm curious, do you have any insight into that as to how people can find that thing that they just lose themselves in and that they're super passionate about?
Leandro Barreto:
Yeah, absolutely. Absolutely. Another thing that worked very well for me is to turn off all the notifications.
Robert O’Farrell:
Get a dumb phone just so you don't have that level of notifications coming through. Yeah.
Leandro Barreto:
Yeah. Because I read... I don't remember where exactly, but your brain took something like 15 minutes to focus on something. So, if you don't spend 15 minutes of your time, focus on what needs to be done. You cannot focus at all. So, what I usually do, I turn off all of the notifications from my phone. So, the principal one, I just took it off and I don't care about notifications. Also, one thing that I noticed is that when I, for example, when I had Apple Watch. In the Apple Watch, even if you turn the notifications on or off, the iPhone, it keeps doing on the phone. Oh, my God. So, this is one simple device that I can say, because otherwise, you will enter in a black hole in a community and social media and news, and then you'll lose yourself.
Robert O’Farrell:
Yeah. I found that personally with the Apple Watch, having something on your wrist that vibrates is incredibly distracting. And I was always very big champion of technology, but that was one area where I just moved away from it, went back to a mechanical watch, just didn't want that level of interruption when I was trying to focus on things. So, I think it's a really key insight to focus.
Leandro Barreto:
Yeah. In addition to that, when you, for example, when you are in a meeting with someone and you are actually expecting a message for, I don't know, maybe your family, and then it pops up on your phone and you are in a meeting, and then you take a look into the watch and the people notice that you are not paying attention because you are looking into watch. No matter why you are looking, if it's a message or et cetera, you do provide a psychology... How can I say that in English? Oh, my God. Psychology interference. Let's say it.
Robert O’Farrell:
Yep. Psychological interference.
Leandro Barreto:
Interference. Yeah. Thank you. That will provide a negative influence to other people. So, yeah, that's why you made the right choice to move into the-
Robert O’Farrell:
Yeah. I've heard some people that will actually ask people to leave their phones outside when they go into meetings or leave their laptop outside so that you're present and that you are engaged in the conversation. Because I think even the mere fact that you have your phone near you is a distraction. Even if there's no notifications, its presence is enough to ensure that you're not 100% present in the conversation, which I think is quite interesting from how we focus and our dependency on that rush that we get or that endorphin rush of getting that ping on the phone or that notification.
Leandro Barreto:
Exactly.
Robert O’Farrell:
I thought we could move on to talk about objective and key results. Or for those people that may not have come across this term before, OKRs are collaborative goal-setting methodology and used by teams and individuals to set challenging and ambitious goals with measurable results. So, to break that down further, the objective part of the OKR is simply what is to be achieved and the KR part of it, which is key results, benchmark and monitor how we get to the objective. So, getting to the heart of setting successful OKR is establishing it clear and compelling why. Is there a secret formula to creating a powerful why to get everyone on board?
Leandro Barreto:
Yeah. Great question. So, OKRs, it's all about action and execution. And I think the secret formula, let's say it's having a well-defined proposal and also everyone engaged in seeking the result as the main objective. So, companies in my opinion are made of living ecosystem called human beings. And every human being has its own desires, proposals, goals. And en suite, unite all of the objectives of both the companies and all the people together. That's when we can achieve best results. And that's why some companies are focused on the cultural fit.
Leandro Barreto:
And this is one thing that I see growing a lot in the HR area, companies and persons that must, which the cultural fit must match. It basically means that the person has the same values and desires to achieve results as most of the people in the company or what the company understand as their force that they need to keep growing as a company. And I have seen many technically good people failing in selection, in process selection, simply because they don't adhere to cultural fit. And this is much more than a psychological issue because you don't know how to say like people that cannot work as a group.
Leandro Barreto:
So, it's better for the company to hire someone who can play as a team instead of someone who is like the lonely wolf that keeps working alone. And the results is for only him and not for the entire company. So, yeah, this is the classic example that I can see. And also, one thing that is good for that is nowadays, our fault tolerance is quite good because today at least serious companies don't punish failures. So, they even encourage you to learn.
Leandro Barreto:
And the Spotify models, I remember they say like, "Fail fast and learn fast." So, that was the fail wall was born. So, where everyone shared their failures and they can learn as a team, as a clan, guild. And this is quite beautiful because you can create such an environment where everyone can learn and grow together because humans can fail. And this is normal.
Robert O’Farrell:
Do you think that-
Leandro Barreto:
And-
Robert O’Farrell:
Sorry, I'm just curious. Do you think that companies are more focused around the why these days, or that why has become more important in their measure of success? And you mentioned cultural fit and I love this idea that more companies are much more sensitive to what is their company culture and how does this person work within, or are they going to fit into this company culture? Because the existing people in that company are aligned around their why. And if someone is coming in and doesn't align with that, they understand the impact on their success. So, do you think that company's becoming more and more aware of this and more sensitive to this?
Leandro Barreto:
Yes. I think they are. So, as far as they have the right people in the right environment with the right proposal, no matter the why they will find it blindly, let's say. I think it's like a sense of behavior for the people. Because if you see someone from, as your peer, let's say, that's running to an objective that was defined by the company. And you are aligned with your values and goals. You will follow it.
Leandro Barreto:
So, this is good for both persons as human beings and also for the company because they show the proposal, they show what is the why we must be, for example, the first selling company for our product in the market, why, and then people who is working on it, they will take it as a personal objective. And this is when you make the connection between the company's objective and the people's objective because when the company grows with this why, with this north star, the people will grow together with you.
Robert O’Farrell:
I completely agree. I'm quite curious too from the opposite point of view. Do you think that employees are becoming more aware of understanding the company's why before they join the company? Because we've seen with the pandemic that a lot of companies are now moving to this remote recruitment. And so, the possibilities for employees to work for a much broader range of companies now have increased. And do you think that employees are now finding better wire alignment when they're looking for new jobs because they do have a broader pool to play in per se?
Leandro Barreto:
Absolutely. Absolutely. I think that's why Glassdoor is so popular. So, when you are invited for a meeting or for an interview, you can see everything from the company. Like from salary to feedbacks from the people who works there or is not working anymore. And then, you can see if there's a match. And this is quite funny because like 10 years ago, which is not so popular, we are blindly thinking to work, let's say, in a position like software development. So, I have to be a software developer. I have to be a...
Leandro Barreto:
So, it was more focused on the position instead of the purpose. And now we are seeing the opposite. Now, the people are looking for the purpose, what the company can help me achieve. And it's more like a win-win-
Robert O’Farrell:
Situation.
Leandro Barreto:
... situation let's say, situation. Exactly.
Robert O’Farrell:
Yeah, I couldn't agree more. And I think also a lot of people are really focused on how the company takes care of them as a person. They're very sensitive to the fact that they are committing their time to that company. So, there has to be that alignment around professional goals and personal goals. And I think that it's a great shift to see, to come back to the OKR side of things. I'm curious about what benefits do setting OKRs within an organization give or provide?
Leandro Barreto:
Yeah. I think OKRs, they are very, very simple. They do not require a specific knowledge to implement it. So, when you have the people committed and engaged to the goal and the why they want to achieve, then the implementation and using of OKRs became naturally. So, company can benefit because he's straight to the point. He's like, "Objective, it's the direction. And the key results are yes or no." So, keep it simple. That's the main benefit of the companies.
Robert O’Farrell:
Yeah. I love that. The fact that there's no gray area. You either succeed or you don't, and there's a lot of clarity around that as well.
Leandro Barreto:
Exactly.
Robert O’Farrell:
I think that with that aspect of OKRs, in your experience, have you seen OKRs set that tend to stretch the team further than they normally would be stretched in terms of what they attempt to achieve than companies that don't set OKRs from your experience?
Leandro Barreto:
Yes, but I think it matters on what the company, what's the culture of the company, because I have seen companies that is setting OKRS in the good way, but I have seen companies that is setting OKRS because it's fancy. When it's fancy, you don't have a clear objective. You don't have a clear vision. You don't have the right people. And then, it's very tricky and you will never achieve what you are proposing.
Robert O’Farrell:
I'm curious to dig into that a bit more to get your insight on that. Because as somebody who would come into a company that might be setting OKRs, how would you determine that the OKRs are probably not as clearly defined or that they're implementing a process that don't necessarily have the depth or the belief in doing? So, how would somebody come in and determine that?
Leandro Barreto:
Good question. Good question. So, the idea to have a objective is like to have something that can be... How can I say that, can provide you like a, not a fear, but it's going to be like, provides you a direction for, but the people who sees it, they think like, "Hey, this is quite hard to achieve I think." So, one example for Google, for example. So, Google in 2008, they tend to launch the Google Chrome. And as I remember, the first year was like, "Hey, this is the objective." Like, "Hey, we want to launch the best browser in the world." And the key result is the number of users because the users will tell you if the browser is good or not.
Leandro Barreto:
In the first year, they didn't achieve the key result. But the second year, they rise at the bar again, like, "Hey, now we are much than double the objective." And the second year, they still didn't achieve it. But it was very, very close to it. And the third year, they pass it. So, keep in mind that the objectives must be something that seems like a challenge, a huge challenge, but at the same time, it's very inspirational.
Robert O’Farrell:
Inspirational.
Leandro Barreto:
Inspirational. Thank you so much. For those who are working on it. So, I think this is most of the point.
Robert O’Farrell:
Yes. And what do you see as some of the pitfalls when setting OKRs for an organization?
Leandro Barreto:
Awesome. Awesome. So, the pitfalls from my perspective, there are some common mistakes when implementing OKR. So, for example, as I said, not having a clear vision of the goal, so people cannot engage. And especially when you have senior engineers because they don't want to work in something that don't bring purpose for them. Right? So, this is the first one, for example. The second one could be like a system that supports the monitoring of the results. So, you cannot follow up, which is quite important to keep following it if you are, we are close to achieve it. Yes or no? So, a good point.
Leandro Barreto:
And one thing that seems quite strange, but it's very, very common in the market is that your product is not finished yet. One personal example that I faced not quite recently, but do you play video games?
Robert O’Farrell:
When I get the time. I have two young boys, so I get very little time to do that these days. But yeah, I do.
Leandro Barreto:
Yeah. I love doing, I don't have also time, but when I have a litle bit of time, I can spend. So, this little time I try to spend in the best game that I found in the market. And here is the point because some years ago, there was a game that was released and before released, there was several gaming platforms, new sites, and et cetera, that was telling us that, "Here is the game challen... no, the game changing for the gaming market, because it's going to be very good. The marketing for this game was really, really good. And the game was like highest expectations for that. It was always in the top. "Hey, you have to play this because it's going to be very great. You are going to be having a great experience on that."
Leandro Barreto:
And the funny thing is that after they launch it, a few hours later, I notice some YouTubers who start testing the game. They began to post videos about so much bugs that they are facing. And within a week, the game had to stop selling because that was a disaster.
Robert O’Farrell:
Yeah.
Leandro Barreto:
And... Yeah.
Robert O’Farrell:
I was just going to say, I can think of a few games that come to mind that fit that criteria.
Leandro Barreto:
Yeah. Probably we are thinking the same, but I can say it, so.
Robert O’Farrell:
Yeah. Yeah. Do you find that people get OKRs and KPIs confused within an organization? Or have you ever come across any examples of that, where people misunderstand the purpose of between the two of them?
Leandro Barreto:
Yes. One thing that came up to my mind is the key result is a simple measure to understand if you are going in the right direction to your objective or not, but KPIs is it's more a performance index for performing for your team. For example, if they are performing in a good way, if we have the right resources for delivering something. And so, I think this is mainly the difference is the KPI, it's a measure for you to, maybe to bonus, to create a bonus for your team or et cetera. And the KR must be not linked to bonus or salary, et cetera. Must be like a direction. Something that, yes, we are achieving it or not. Or if not, what we have to do to correct the direction.
Robert O’Farrell:
Yeah. Fantastic. So, coming around to Agile, I'm curious about this marrying of the two, of OKRs and Agile together. How can we combine Agile and OKRs in your experience and your understanding to achieve results that drive high performance?
Leandro Barreto:
Awesome. So, as the Agile manifesto says, "People over process," so I believe whenever you maintain a fail-safe environment along with a good leadership, you can get the most of your team. So, connecting what I said earlier regarding the Ikigai and when you have a good leader, for example, in a safe environment and colleagues or peers who shares the same values and goals as you, then you can extract maximum efficiency because high-efficiency teams are teams that are focused and committed with the company results, and that will achieve great business results. Sorry.
Robert O’Farrell:
I also love that aspect with the OKRs, with that clear definition, too, that Agile, that processes is that sprint by sprint activity where you're going back and you're looping around and looking at the results of that sprint and going back to the customer and getting customer feedback and that real alignment around what you're trying to achieve as well, to give you that clarity of focus that when you are going through that sprint process, you're coming back and saying, "Okay, are we acting on the initiatives that have come out of these key results that contribute to that OKR?"
Leandro Barreto:
Exactly. And also, adding to that, that's why we have the goal for the sprint, right? So, we have the direction for the sprint. So, every sprint you can measure if you are achieving this goal or not.
Robert O’Farrell:
And I love it as a mechanism, too, to link back to that, that why piece to really give a clarity around why, which I think a lot of software development sometimes doesn't focus as much as they can on. So, I'm curious, so how can Ikigai mix into this? So, we've talked about that at the start and we talked about the components of it and it was a great framework about understanding a purpose, but how can we use that to achieve better results and stay motivated as a team?
Leandro Barreto:
Great question and also quite difficult. But yeah, I believe there are two thin lines that eventually met in the future. For example, the first one is like the individual as a person. So, how he seems himself in, within the organization and how can benefit, how this relationship can benefit from this win-win relationship. And also, the second one is like the individual as a professional. So, based on the skills that he already has. How can he help the company achieve the results more efficiently?
Leandro Barreto:
So, in a given timeline, these two lines will cross and then you will be able to extract excellent results because you will have a person with excellent internal knowledge, internal as a person, and also engaged with the companies is seeking as a greater objective, as a north star, and also helping your peers to grow all together.
Leandro Barreto:
And I think this is quite like a smile. When you smile at someone unconsciously, you make the other people smile too. So, when you have someone who is genuinely working with a proposal, that person will contaminate other in a good way. And then, you have a continuous string of people delivering consistent results. And I think this is the most important.
Robert O’Farrell:
Have you experienced that yourself where you see someone working with purpose and contaminate or infect how you... infect is again, not a great word, but inspired is probably the best word there, inspired the people around them to work in a similar fashion. Has that something that you've witnessed yourself?
Leandro Barreto:
Yes, yes. I remember back in the company that I was working in Brazil, that was my first day. I was like, "Hmm, there's something strange here," because everyone is so passionate on delivering their best results for their customer, that this thought influenced me in a positive way to start being like hungry for good results, not only for the company but for me as an individual, as someone who have to learn and teach others. And nowadays, I see these companies, it's achieving a great results with a great leader because even if we have a good team, we have to get someone who is a servant leader, who you can follow and maybe follow blindly in a good way. But yeah, I experience it.
Robert O’Farrell:
That's fantastic. But I'm interested, is there anything that you wanted to talk about personally with regards to either of those three topics or even outside of that, that has been inspirational, I think, in your professional development, in your personal life?
Leandro Barreto:
Yeah, absolutely. Absolutely. I think Leandro five years ago was totally different person. And when I started looking, not only by myself inside me, but also outside and the opportunities that the world can give me and how can I serve back this, or how can I provide this back to the world? This is very funny because good things start to happen. For example, I never imagined to be working here in Amsterdam. And now, I'm here in Amsterdam, working in a great company with great people, delivering such great results, which is giving me a lot of knowledge to keep learning and keep the wheel turning on, keep the cycle.
Leandro Barreto:
And I think today, like performing the best Leandro's version ever, maybe tomorrow, a little bit more, and I can provide this knowledge to other person and I can also learn from other persons, from other people. And that's very exciting. I think that's what motivates me to wake up in the morning, do my sport things like running and jujitsu, and then let's do the work.
Robert O’Farrell:
That's fantastic. I love that, that reflection on the past five years, how far you've come. It sounds like you've had a lot of inspiration from a number of different sources, but is there something in there that you think was key to that? Or was it just a general progression over that time?
Leandro Barreto:
Yeah. Yeah. Actually, I tried to focus on people who have positive influence on others. So, I try to be more not equal because if you are equal, so you are the same person, so it doesn't provide value to the others, but try to be quite different in your own way. So, yeah, basically, that's what motivates me to get different sources of references and trying to be the best version of myself.
Robert O’Farrell:
That's fantastic. I love this mix of the philosophical, which is for me, the Ikigai, and the concrete, well, not concrete, but the workflow aspect of the Agile side of things coming together. Have you traditionally worked in Agile methodologies or did you transition between that may be starting, because if you're from the 2000s, so you probably touched on Waterfall at some point in the past and then came into Agile. Was that your professional progression over that time?
Leandro Barreto:
Yeah. Yeah. Actually, I worked a lot with the Waterfall methodology in 2008, when I was introduced to the Agile methodology with Scrum... no, actually 2009, then I saw. "Hey, this is very, very interesting." Let's learn more about it. And then, during this time, I keep working both with the Waterfall methodology and the Agile methodology. And the more I work it with the Waterfall, the more value I saw in the [inaudible 00:54:24]-
Robert O’Farrell:
In Agile. Yeah.
Leandro Barreto:
Yeah. And that was quite fantastic because then I also learn about SAFe and how to scale it, and yeah.
Robert O’Farrell:
I'm quite curious, like because we had a similar path in that regard and I reflect on where we are with OKRs and Agile, and it's interesting that Agile brought us closer to our customer and we speak to our customer on a more regular basis, which I thought was a massive win over Waterfall where you might have months and months of development, and you've got a requirement that you're trying to put into code, and then suddenly, you have this big delivery and that's when you talk to the customer. And usually, the customer comes back and says, "We want all these things changed." And it's a real pain.
Robert O’Farrell:
Agile was instrumental in that, but then going up from there and putting that layer of why on top of that, which I think is, again, one of those big fundamental shifts on how we focus on what we are doing. Do you see anything emerging from your experience, your professional experience that is tackling another key challenge with regards to, I guess, how we work and how we deliver value?
Leandro Barreto:
Yes. And for example, the customer, they want to see value on what is going to be delivered. They don't want to spend six months to wait something to be delivered. So, I think that's why cloud start being so popular, like SaaS companies, because when you are working on something that is on cloud, for example, you always have the last version. And no matter the day or the hour of the day, there will come new features. And usually, it's transparent for you. And internally from the engineering perspective, the more you deliver, the more quickly you can correct and the more you can understand the market.
Leandro Barreto:
And also, that's why some strategies, some release strategies came up so popular like Canary release. So, you deliver a few things to a particular person, and then you can test it. And if they provides you good or bad feedback, you have time to correct it. So, that's why it became so popular. So, I think during this time from now on, we must see a lot of SaaS companies starting to growing because things are in real life now, real time now, so I think it's natural.
Leandro Barreto:
By the way, there's a good strategy that was implemented by Spot 5 if I'm not mistaken that was like, but this is more for engineering perspective. They have some robots that keeps doing bad things to the servers.
Robert O’Farrell:
Oh, that's the Chaos Monkey.
Leandro Barreto:
The Chaos Monkey.
Robert O’Farrell:
That was Netflix. Yeah. Yeah.
Leandro Barreto:
Netflix, yeah.
Robert O’Farrell:
Netflix. And it would take down bits of their infrastructure and break things. Yeah, yeah.
Leandro Barreto:
Exactly. It's quite hard to see in some companies, but I think this has become to be more popular during the next couple of months or years, because it will teach the engineers how to deal with that because no one wants to stay working in the weekend. You stay with your family.
Robert O’Farrell:
Yeah. I completely agree. I remember when I first heard about the idea of the Chaos Monkey, that it shocked me that someone would inflict that upon their business and upon, I guess, their systems, but then it only takes a production incident to realize that if you had something like that, that you would've built in some provision should that eventuate. And I think that there's a lot of wisdom to it. And so, I absolutely love the idea. I love this, what you were saying about real-time delivery of value to customers.
Robert O’Farrell:
And I think back to how Agile has really been fundamental in pioneering that, well, not pioneering it per se, but with the release cadence that you get from one to two-week sprints, you're putting yourself in a position where you are delivering more often. And you mentioned Canary deploys, I think within that. Is there any other deployment strategies that you've come across that also support, I guess, that immediate delivery of value to customers?
Leandro Barreto:
Yes. There is another strategy which is called the Blue-Green release, but the difference between it is like the Canary release, you deliver something in the small portions, but the Blue-Green, you, like a switch that you turn on and off.
Robert O’Farrell:
Yes. Yes. Right.
Leandro Barreto:
Yeah, you can test it. You can deliver new version of your environment or your tool, and then everyone can use it. And if something goes failed, then you have the plan B, where you can just turn on and off, and then you can rearrange the traffic to your tool. But this is very technical.
Robert O’Farrell:
Yeah. Very interesting to me, but we might lose a few of our podcast listeners. One last question from me, just within your current professional engagement, were they implementing OKRs before you joined the company? Or was that something that you've seen introduced over that period of time?
Leandro Barreto:
From my current company, they are currently working with OKRs, so I didn't participate and implemented it. So, I'm just more focused on helping the teams in implementing the KRs. There were some companies that I worked in the PEs that I helped to build it, and also to build not only the objective but also the KRs. And the objective, it's you spend so much time because you have to understand where the company wants to be in the future.
Leandro Barreto:
So, you have to know inside what we have, what we can improve, where we can improve, and then we can base it on that, base it on the objective. We can build up to four key results to be more precise in achieving this. Yeah. But it's quite challenging, but at the same time, very exciting.
Robert O’Farrell:
I think that was going to be my question in your experience in seeing a company go from not doing that to then implementing it, what were the real challenges in doing that? And how long did you see that process take before they really got good at doing that? Because it is not only setting the meaningful objectives and obviously measurable key results but also then getting the alignment from the teams around that. What were the big challenges there and how long did you see that process take?
Leandro Barreto:
Yeah. I think it depends from company to company. I remember back in Brazil, I had to work with companies that spent months on deciding, but at the same time, I remember my own company took three months to start implementing it. So, I think it depends on the commitment of the people who is responsible for this objective. So, yeah, depends on the maturity also of the company, the people who is working, and yeah. Because the OKRs are quite old, but at the same time are quite new for people, for the companies. Right? So, this is like very challenging. And how do you balance it?
Leandro Barreto:
There are some people who doesn't know how to set the correct objective. And then, we came up with the same thing that we are discussing earlier. Like if you don't know where you're going to go, if the objective is not clear enough, no matter if you have good people or bad people, the people will not see value on that.
Robert O’Farrell:
Yeah. And you won't get your alignment because people don't either understand or don't believe in the objective.
Leandro Barreto:
Exactly.
Robert O’Farrell:
That's fantastic insight, Leandro. And I really appreciate your time today. Again, is there anything that you'd like to chat about before we wrap it up? I'm just conscious that we have been chatting for about an hour now and gone off script a little bit too.
Leandro Barreto:
Yeah, absolutely. Absolutely. No, actually I'd like to thank you, Rob. Thank you, Agile team, everyone. I don't want to spend much time talking also. It was a pleasure and thanks for invite again. And I hope we can think good things in the future. Like, "Hey, I hope I can provide good insights on this."
Robert O’Farrell:
That's fantastic. You certainly have. I've learned a fair bit today as well. So, I'll be going back to revisit some of the talking points from this chat. So, thank you very much again for your time, Leandro. I really appreciate it. And, yes, have a great day. It's kicking off for you and it's ending for us. So, yeah, really appreciate it, mate.
Leandro Barreto:
Thank you. Thank you. I really appreciate it too. Thanks again. See you. Have a great day.
Robert O’Farrell:
You too. Cheers.
Leandro Barreto:
Cheers.