Downtime: 28FEB 2026 / 23:00 UTC to 01MAR 2026 / 01:00 UTC

Easy Agile Podcast Ep.22 The Scaled Agile Framework

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"Rebecca is an absolute gold mine of knowledge when it comes to SAFe, can't wait to continue the conversation at SAFe Summit 2022!"" - Tenille Hoppo

In this episode, Rebecca and Jasmin are talking:

📌 The value of the Scaled Agile Framework, who it’s for & who would benefit

📌 The Importance of having a common language for organizations to scale effectively

📌 When to connect the Scaled Agile Framework with your agile transformation

📌 Is there ever really an end state?

+ more!

📲 Subscribe/Listen on your favourite podcasting app.

Thanks, Jasmin and Rebecca!

Transcript

Jasmin Iordandis:

Hello, and welcome to the Easy Agile podcast, where today we're chatting all things Scaled Agile with Rebecca Davis, SAFe Fellow, SPCT, principle consultant and member of the SAFe framework team. Rebecca is passionate about teamwork, integrity, communication, and dedication to quality. And she's coached organizations on building competitive market-changing products at scale while also bringing joy to the work, for what is work without joy. Today, we've chatted all things Scaled Agile implementations, challenges, opportunities, and also the idea around optimizing flow, which Rebecca is hosting a workshop at the SAFe Summit in Denver in August this year. Hope you enjoy the podcast.

Jasmin Iordandis:

Hello everyone, and welcome to the Easy Agile podcast. I'm your host Jasmin Lordandis, product marketing manager here at Easy Agile. And today, we are delighted to welcome Rebecca Davis from the Scaled Agile framework. Welcome, Rebecca, and thanks for joining us.

Rebecca Davis:

Thanks. I appreciate being here. I'm excited.

Jasmin Iordandis:

Me too, especially because we are counting down the days before we get to meet you face to face, in person, at the SAFe Summit over in Denver, Colorado. And before we kick off our conversation, I just want to acknowledge the traditional custodians of the land from which we broadcast our podcast today. The people of the Djadjawurrung speaking country. We pay our respects to elders past, present and emerging, and extend that same respect to all Aboriginal Torres Strait Islanders and First Nations' people joining us today. So before we kick off, Rebecca, can you tell us a little bit about yourself and your role within Scaled Agile?

Rebecca Davis:

Sure. I'm actually relatively new to working for Scaled Agile. So I've been there a little over 90 days now, and I'm a member of the framework team, which means I help actually create the Scaled Agile framework and future versions of it. Prior to that, I led LACE at a company called CVS Health, and I've worked at a bunch of different kind of healthcare organizations across my years implementing or organizing agile transformation and digital transformation. And I think one of the reasons that Scaled Agile was interested in me joining the team is just a lot of different experiences across business agility as a whole outside of technology, in addition to within technology. So marketing transformations and HR transformations, legal transformations. But I love being at Scaled Agile and being part of the framework team. It's really exciting to help more organizations, and just the one I'm at, really understand how to bring joy to their workplace and bring value out to the world.

Jasmin Iordandis:

Yeah, cool. And you've given a little bit of information there around why Scaled Agile was interested in you. What attracted you to Scaled Agile, and did you use the Scaled Agile framework in these previous roles that you've just described?

Rebecca Davis:


Yeah. Those are great questions. I think I'm going to try to answer both of them together. But the reason I have always been drawn to the Scaled Agile framework is I ran a few different organizations, both as owning my own company and then also working in startups and working with larger organizations, where I knew that agility was important. But I was struggling as a change leader to find a way to really bring connectedness across large amounts of people. And to me, that's what Scaled Agile does for us, is after a certain size, it's a lot easier to create this common language and this common way to move forward and produce value with the framework. I also really enjoy it because there's a lot of thought that's already kind of done for you.

Rebecca Davis:

So if you're in an organization and you're trying to create change or change leadership, I'd much rather be leading the conversations and my context and making sure that I have a pulse on my particular cultural environment and pull from all these pieces, from the framework, where the thought's already been done about what are the right words and what do we do next, and what's the next step. So I've just found it an invaluable toolkit as a change leader.

Rebecca Davis:

I joined the framework team for a few reasons. One, I'd led so much change in so many different areas that, it's not that I wasn't challenged anymore, but I was really looking for something larger and different, and I've always had a belief that I really want to be the change that I want to see in the world. And I think being part of the framework team gives me access to things like this and all over the world to really help connect the humanness of people alongside with all the great techniques that we've learned, and hopefully expand it and just create a better place to be in.

Jasmin Iordandis:

Yeah. Cool. And you kind of touched on that in your response, but if we had to say, who is the Scaled Agile framework for and who would it most benefit, what would you say to that?

Rebecca Davis:

Yeah. I guess my opinion on that is I believe the Scaled Agile framework is for people who believe that their organizations have it in them to be better, both internally inside of themselves, as well as have this gigantic potential to go help the customers they serve and may be struggling right now, to really realize that potential. So I don't really see the framework as it's for a specific role necessarily. I think it's for people who believe in betterness. And those people, I found, live across an organization and across multiple different roles, and the framework just really helps you align that.

Jasmin Iordandis:

Yeah. And I think one thing that's evident from SAFe, once you learn how all the different practices and ceremonies work together, is exactly as you've said around connectiveness. And you also touched on having a common language. How important is that, when we're talking really large organizations with multiple different functions who, let's be honest, it's quite common for different functions to fall into different silos and things to break down. So how important is that connectivity and that common language, so that an organization as a whole can scale together?


Rebecca Davis:

Yeah. I don't even know how to state the amount of importance that is. I guess, specifically the organization I just came from, had over 400,000 people that worked there. And the last thing I want to is to debate what the word feature means, because that doesn't actually end up within a conversation where we have an understanding of why we want to feature or why we want this particular outcome, or how this outcome relates to this other outcome, if we're spending so much time just choosing word choice and having a conversation instead about what does the word even mean.

Rebecca Davis:

So I like it mostly because it gives us all this common framework to debate, and we need to be able to do that in really transparent and open ways across all of our different layers. So I don't even know how to quantify how much value it brings just to have this ability to bring stability, and the same language across the board, same word choice, same meaning behind those word choice, so that we can have all those debates that we need to have about what's the best possible thing we could be doing, since everything that we can do is valuable, but some things we have to decide are more valuable than others.

Jasmin Iordandis:

Yeah. And I think that really talks to what you were saying about helping an organization to reach its potential. It sounds like getting bogged down in what you call things or how you discuss things. And to be able to align on a common meaning in the end, you kind of need that common structure or that common language. And you're only going to get in your own way if you don't have it. So it makes total sense that the framework could really enable organizations on that journey. And in your experience, because it's implied in the name, it's about scaling agile. And I guess when we think of the Scaled Agile framework, we think of all those organizations of such a large size as the one you just mentioned, 400,000 employees. In your experience, what's a good time to introduce the Scaled Agile framework? Does it need to be right from the beginning? Does it need to be those organizations that are 400,000 people strong? Where is the right time to intersect the framework with an agile transformation?

Rebecca Davis:

Yeah. I think that's a really fascinating question, and my answer has changed over the years. I originally started researching Scaled Agile, because it was my first big transformation alongside of a large organization, and I knew there had to be some solutions out there to the problems I was seeing, and I discovered SAFe. But thinking back, I started my own startup company right out of high school actually. And I really wish that I would've had something to pull from, that gave me information about lean business cases, and speaking with my customer and getting tests and getting feedback. So I feel like the principles and the practices and the values are something that could be used at any size.

Rebecca Davis:

I think the part about scaling, the part about deciding like, "Hey, I'm going to do PI planning," I don't personally feel like you need to do PI planning if you have four people at your organization, because the point is to get teams across different groups to talk. You should definitely plan things 100%. So I think part of the idea is like, "When do I implement a train," or, "When do I have a solution train," or, "When do I officially call something LPM," versus just having discussions because my company is so small that we can all have discussions about things. I think those are a different part of implementing the Scaled Agile framework than just living and believing in the principles and the values and the mindset from whatever size or get-go you're at. Does that make sense at all?

Jasmin Iordandis:

That does make sense. And I guess then the question becomes, where do you begin and what would the first step be in implementing SAFe? And taking from your own experience, where do you start with this framework?

Rebecca Davis:

Yeah. I love that you asked that, as I've honestly seen this happen to me as well as some other change agents, where Scaled Agile gives us this thing called the implementation roadmap, and it has all the steps that you can start with. And it's proven, and companies use it and it works. And what I've found in my own change leadership is when I skip a step or I don't follow that because I get pressure to launch a train, instead of starting with getting my leaders at the right tipping point or having that executive buy in, it causes me so much pain downstream.

Rebecca Davis:

So if I were to give advice to somebody, it's, "Look, pull that map down the implementation roadmap from the SAFe site and follow it. And keep following it. And if you find that you..." I think that, back when I look back and do my own retrospective, the moments where I've decided to launch a train without training my people or launch or start doing more product management practices without actually training my people, it causes me a world to hurt later on with coaching and with communication, with feedback. So it's there for that reason. Just follow it. It's proven.

Jasmin Iordandis:

Yeah. And that's really good advice. And I think when people look at the roadmap for SAFe, there's a lot on there. But when we are talking agile transformations, necessarily there is going to be a lot that could get you there. So it kind of makes sense when all the thinking is been done for you and all those steps have been done. Just trust the process, I guess, is the message there, and following through on all of that. And I think it's really interesting, because the first step with SAFe is, as you say, getting your leaders on board. And often, we might be attracted to doing the work better. So let's start with those ceremonies. Let's start with all those things that make the day to day work better. How important it starting with the leaders of an organization?

Rebecca Davis:

Yeah. I've run the grassroots SAFe implementations where you start with the bottom and then you kind of move up. And personally, and this is a personal opinion, I'd much rather take the time and the efforts to get the communication right with the leaders and get the full leadership buy-in than be in that place again, where I'm trying to grassroot to move up and I hit the ceiling. The one thing I used to kind of tell the coaches that reported to me, and something I believe in deeply, is what we're trying to do with transformation is a journey. It's not a destination. So because we want to start that journey healthy and with a full pack of food and all those things, we need to take the time to really go and be bold and have conversations with our leaders, get their buy-in to go to Leading SAFe.


Rebecca Davis:

If they're not bought in to coming to a two-day course, then why would we believe that they're going to come to PI plannings and speak the way that we hope they will and create the change that they need to really lead? So I think that's one of the most important things, if not the most important thing from the very beginning, is be bold as that first change leader in your organization, go make those connections.

Rebecca Davis:

It may take a while. I've been in implementations or transformations where it started with just me discovering issues that senior leaders or executives were having, and going and solving some of those, so that there was trust built that I was a problem solver. So I could ask for the one hour executive workshop, which really should be a four to six-hour executive workshop, to get to the point where I could do the four to six-hour executive workshop, to get to the point where I could do PI Leading SAFe. And if that's what it takes to gain you that street cred to go do it, then, man, go do it, because that's where you get full business agility, I think, is getting that really senior buy-in and getting that excitement.

Jasmin Iordandis:

Yeah. That's really interesting. And I think building that level of understanding and building that foundation, we can't go past that. And I guess on that as well, from your experience, you've kind of hinted at one there, but what have been some of the challenges that you've experienced in implementing SAFe or even just in agile transformations more broadly, and as well as some of those opportunities that the framework has helped to unlock? So let's start with the challenges. What's some of the hard things you've experienced about an agile transformation and even implementing the framework?

Rebecca Davis:

Yeah, I'll give some real examples, and this first thing is going to sound a little wishy washy, but I also believe it, is the biggest challenge to transformation is you. So what I've discovered over the years, is I needed to step up. I needed to change. I think it's really easy to be in an organization and say, "My leaders don't get it," or, "Some won't understand," or, "It's been this way and I can't change it." And I think that the first thing you have to decide is that that's not actually acceptable to you as a person. And so you as a person are going to go fight. Not you're going to go try to convince somebody else to fight, but you are going to go fight. So I think that personal accountability is probably the biggest challenge to wake up every single day and say, "I'm going to get back in there."

Rebecca Davis:

I think from an example point of view, I've definitely seen huge challenges when the executive team shifts. So when we've got a set of leaders that we did the tipping point, we've gone through Leading SAFe, we've launched our trains. And then the organization, because every organization is going through a lot of change right now, and people are finding new roles and retiring and all that, there's a whole new set of executive leaders. And I think one of the things to discover there is there are going to be moments where it sucks, but you have to go and restart that implementation roadmap again, and reach that tipping point again, because there are new leaders. And that's hard. It really is, and it drains you a little bit, but you've just got to do it.

Rebecca Davis:


I think other challenges I've run into is there's a point after you've launched the trains and after you have been running for a while, where if you don't pay attention, people will stop learning, because you're not actively saying like, "Here's the next thing to learn. Here's the next new thing to try." So I do think it's the responsibility of a change leader, no matter if you're a LACE leader or not, to pay attention to maintaining excitement, pay attention to the continuous learning culture and really motivate people to get excited about learning and trialing and trying.

Jasmin Iordandis:

Yeah. That's an interesting point. How have you done that?

Rebecca Davis:

Hmm. So I think a few things. One, I had big lessons learned that there's a point inside of a transformation where, as an SPBC or as a change leader, that transformation is not yours anymore. So I had kind of a painful realization at one point that I had in my head the best next thing for the organization, and I was losing pulse of the people who are actually doing the work. So I think what I've discovered after that is, to me, there's a point where your LACE members and your change leaders and your SPCs need to start coming from a lot more areas. And honestly start to be made up of people who are not, at the moment, excited about the SAFe implementation, so you can hear from the pulse of the people.

Rebecca Davis:

And then I think if you can get those people and invite in and say like, "I'm inviting you to share it with me what's frustrating, what's good, what's bad, what's great, as well as I'm inviting you to tell me all the things that you're discovering out there in webcasts or videos that seem you'd like to try them, but we're not trying yet, and start giving back the ability to try new things and try things that you feel are probably going to be anti-patterns, but they need to try them anyway." So kind of a scrum master would do with a team of like, "Yeah, go try and then we'll retrospect." I think you have to do that at scale and let people get excited about owning their own transformation.

Jasmin Iordandis:

And what's the balance there between implementing the framework and taking all the good stuff that the framework says is good to do, and then letting people experiment and try those things, as you say, that may be anti-patents? Where's that sweet spot to allow that autonomy and that flexibility and that experimentation with still maintaining the integrity of the framework?

Rebecca Davis:

So I think the interesting thing is they are not actually different. So in the framework, we say hypothesis first, test first. So what I found is a layered kind of brain path where there're the steps in the framework and make sure we have teams and balance trains and all the principles and the values, and if you can live those principles and values all the time, while you're testing new things. So you test first like, "Hey, I want to try having my train off cadence from the other trains. I think it would be helpful for us." "Cool. Test that." And what we have to test it against is are we still living our principles? Are we still applying our values? Are we still applying the core fundamentals of agility and lean throughout that test and also as proof points?


Rebecca Davis:

So do we have an outcome where," Hey, I just made my train into a silo," or do we have an outcome where, "Well, now we have two different PI plannings within the overall PI cadence that one of them we merge with all the other trains and the other one is shorter because our market cadence is faster." Well, that's a beautiful win. So I think the key is it's not different, but one of the test points is make sure to check in on those principles and values.

Jasmin Iordandis:

Yeah. Have you ever seen that work well? The example that you just provided with the PI cadence, that makes complete sense, and it doesn't seem like it's going against the grain with anything that SAFe is there to help you achieve.

Rebecca Davis:

Yeah, I think that. This was kind of a little bit of what my summit talk was on last year, is during COVID, there were some trains. We had, I don't know, 30 trains. Two of them were having daily new requirements emerging from all the different states across the United States and emerging from the government and emerging from everything. Those trains were making sure everybody could get vaccinated across the United States. That's really darn important. And they needed to re-plan sometimes daily. It just didn't make sense to say, "Now we're just going to stop and go into PI planning for three days," when there wasn't any way that they could even think about what the next day's requirements could be. Since then, they still have a faster market rhythm. Then there are other trains that are working on, have a set unknown. There are trains that know that these holidays are when we need to release something or end of year is when we need to make sure that we've got something ready.

Rebecca Davis:

COVID is still in a reactive state. So what they've emerged into this year is those trains are still doing PI planning from my knowledge, I'm not there anymore, but from my knowledge. But they do eight a year instead of four a year. And four a year are on the same cadence and the other four are not, and it meets both needs. So I do think that key is test, and don't test just for the sake of it just because something feels dry or you get a new leader, and they haven't gone through Leading SAFe, but test because something actually doesn't feel right about, "We're not meeting our principles or values right now. We think that we could meet them better in this way. We think we could accelerate the flow of value in this way. Let's try it."

Jasmin Iordandis:

Yeah, cool. And on that, what are some of the red flags that you've seen in practice where those values aren't being met to be able to say, "Hang on a sec. This isn't working. We need to switch course"?

Rebecca Davis:

Yeah. Some of the things I've seen are the whole fun around when people are prioritizing their hierarchy or their piece of the organization over the enterprise value. So I've definitely seen people come to me and say, "Hey, I'd like to do his test." And when I ask the reasons why, a lot of the reasons are like a thinly veiled, "Because I would like more control."


Rebecca Davis:

So I think back to the values piece is that, "Okay, what's your why? Let's start with why. Why would you like to try something? What does that trial outcome achieve?" And, A, if it's really hard to articulate, probably there might be a bad thing going on, or if it is articulated and it actually goes against agility or lean practice and or diminishes flow or creates a silo, that's an initial gut. I think throughout testing, it's important to, the same way that we would do with iterations, have check-ins and demos, not just of what's the product being produced, but what is the change producing? So figuring out what those leading indicators would be and treat it the same way as we would treat a feature hypothesis or an epic hypothesis. We have some outcome we believe we could achieve. We're 100% open to being proven wrong. These are the things that we want to see as leading indicators as success and be really open with each other.

Jasmin Iordandis:

Yeah, cool. And it sounds like what's key to that though is having some concept of what that intended outcome is as a result of that experiment. It's not just going in for, as you say, the sake of doing an experiment. You want to have an idea of where you want to end up, so you can see if we're actually getting there or not.

Rebecca Davis:

Yeah.

Jasmin Iordandis:

That's really fascinating. And I think experimentation and iterative improvement, it kind of goes together. It's not just blindly following something because that's what you are supposed to do. It's preserving the values. That's a really interesting concept. And I think in that, would also come enormous opportunity. So in your experience as well, going back to the times where you've brought SAFe to an organization, or you've been going through an agile transformation, what are some of those opportunities that you've seen the framework unlock for enterprises or organizations that you've been leading those transformations within?

Rebecca Davis:

Yeah. I always was drawn to this idea of true value flow and business agility. So for me, what Scaled Agile helped unlock in a few of my organizations is, I always targeted that, like I'm not trying to make my thing better, I'm trying to make everything better. And with that mindset, really pushing for anybody should be able to take a class. Anybody should be able to take any of the classes. And these days, the enterprise subscription helps with that a lot. When I first started, we didn't have that. So it was also like anybody can take a class, and there should be creative ways of getting it paid for it.

Rebecca Davis:

But through that kind of invite model of really anybody, I had a nurse come take one of my SAFer teams classes, just because she was curious and she saw something about it on my blog, which ended up with her being more excited and getting to do agile team coaching for a set of nurses who were highly frustrated because their work on an individual basis was ebbing and flowing so much, and they felt like they weren't giving good patient care to coaching them on Kanban and having them all get really excited because they got to nurse as a team and whoever was available took the next patient case, and the patients were happier, and just being able to invite in and then say yes to coaching all of these roles that are so meaningful and they're so excited and they're something different.

Rebecca Davis:

And that same model ended up going from nothing to having a marketing person randomly take one of my Leading SAFe classes, which then turned into them talking to the VPs of marketing, which then turned into an 800-person marketing implementation. So I think the key is be open and spend time with the curious. And it doesn't matter if they're in your org. It's not like that's what I was paid to do, it's just really fun. So why not? If somebody wants to talk to you about agile, talk to them about agile. It's really cool.

Jasmin Iordandis:

Yeah, cool. And I think what I love about that is often agile may be associated just as software development teams. But as someone who's in marketing myself, I love the benefit and the way of thinking that it can provide to very traditional challenges, but the way that it can unlock those challenges in ways that not have not been approached before. And I think that there's something to be said in that too, around what you were saying earlier around maintaining excitement. And I feel like this question's already been answered, because often it's discussed, "Okay, we are scaling agile, we're going through a transformation." And it implies that there's this end state where it's done. It's transformed or we've scaled agile, but it doesn't sound like that's the case at all.

Rebecca Davis:

No, I don't think at all. I think mostly the opposite of... If you look at even yourself as a human, your whole life, you're transforming in different ways. Everything's impacting you. The environment's impacting you, whatever happens in your life is just this whole backpack that you carry around and you're transforming all the time. And the exact same thing, I think, for an organization and company. Today's age is nuts. There're updates all the time, there's new technology all the time. You and I are doing a talk from completely different countries, and there's change literally everywhere.

Rebecca Davis:

So yeah, I think part of transformation is helping your organization feel comfortable or as comfortable as possible with the rate of change happening and all the people within it, and not see change as a bad word, but as a positive thing where we can make betterness out there. And it's forever. It's a journey. It's not done. I really like Simon Sinek when he talks about that infinite game. I just feel really close to that of, we're not in it to win this moment or this year, we're in it to make a better future for ourselves and our children, and that's going to take forever. The people are in it right now and they've got to be excited about that.

Jasmin Iordandis:

Yeah. And I think that's that balance of delayed gratification, but constant improvement. So you'll feel and experience the improvement along the way. It's not like it'll be way out in the future where you won't feel the benefit of what you're doing, but it's something that's going to be built up and happen over time.


Rebecca Davis:

Yeah. And I think you reminded me just from saying that. I did that marketing transformation, and I just deeply remember a call with one of the marketing VPs who, after four or five iterations, I did a check in with her. And she's like, "My team is so happy. Is this because of agile? Is this what agile is, is happy with [inaudible 00:32:17]?" "Yes."

Jasmin Iordandis:

Yeah, joy at work, right?

Rebecca Davis:

Yeah.

Jasmin Iordandis:

Isn't that what it's all about? That is so cool. And yet the goal initially is never to go out and make people happy. It's just one of those bonus kind of side effects, a happy side effect.

Rebecca Davis:

Yeah.

Jasmin Iordandis:

Awesome. And I think I really want to talk about this idea, because you've mentioned it a couple times, you've even just mentioned then marketing, nursing. But then when you're in these larger organizations, you've got all these different functions. And I think it raises this idea around organizing around value. So I want to make sure we talk a bit about that, because value doesn't just happen from one function, or it's not delivered from just one function or one team. It's something that many people across an organization may have a hand in delivering. But I really want to get your take around this concept of organizing around value. What does that mean and what does that look like?

Rebecca Davis:

Yeah. I think there's a base concept that is also in that implementation roadmap around what happens first. So how do we first organize around value, because organizations tend to be organized around hierarchy. I am a VP of marketing and I have marketing all the way down. And so there's that first step of identifying what the value is that you produce as an organization. So being able to articulate it to begin with, which is not always an easy conversation. Sometimes it takes a bit of time, and then organizing all the different types of roles around what that value is. So I think that's your first thing in what most organizations implementing scaled agile start with, is just identifying it, forming around it, which ends up being what your trains end up being.

Rebecca Davis:

My experience is, because of that same rapid market change, the world changing so far, it's really important to re-evaluate how you've organized around value over time. So in my experience, one of the really healthy things that we used to do is, at the end of each year, give a chance to look at the different train structures and look at how we've organized and say, "Is this still right? And what's our strategy for next year? Where are we trying to head for our consumers and our users? And is there a different way to organize, that helps us with that?" And I say give a chance because in some years, we'd be like, "No. 80% of our portfolio is actually good to go. Things are flowing. We're doing okay." 20% of it has an entirely new strategic shift that's going to hit them, or, "Last year felt not good. We had too many dependencies. We didn't have the right people on the right trains," all those things.

Rebecca Davis:

And so at least take a pause and look at it, and see if our value still mean the same thing as it did a year ago or two years ago. Do we need to reorganize? What does that mean? What does the change leadership around it if we do need to, so that we're always focused on value, and it's not a definition that we gave ourselves five years ago and just stopped realizing that the world has changed.

Jasmin Iordandis:

Yeah. A living definition because it changes depending on what's going on in the world, but also what's going on within the organization and coming back to that idea of experimenting as well, like if you've tried out a new way of working, and that's gotten in the way. But even something that you said there really stood out is, "Okay, it didn't feel good. We might have had too many dependencies." And that brings up the idea of, "Well, how does that flow of value happen?" Oh, that sounds like there's a stifle to the delivery of value. So how do you optimize that flow particularly when there may be multiple people delivering that value?

Rebecca Davis:

Yeah. And I think Scaled Agile gives us some tools for that. So I think one of them is that first session I talked about, value stream and down vacation, so that you can really do a process for talking and discussing with the right blend of people. What is the value and how can we organize around that? I think past that point, there's another tool that I see used far less than I would think it would be, which is value stream mapping. So after we've identified it, now can we actually map what's happening? From concept to cash, which teams are doing pass offs? How long does it take to get an answer on an email? How long is it taking from testing to all the way to release?

Rebecca Davis:

So doing a lot of intentional measurement. Not measurement because we're judging people, but intentional measurement of, we organize this way, this is where all the pieces are connecting, and how long things are taking, as well as how people feel inside of their steps, like does it feel silo? Does it have an outcome? Did we put all of the designers and HR people and engineers on a train, but we made them separate teams, and so it still doesn't feel connected? That's what mapping's for. And those maps and also the program boards that actually visualize like, "Here's the dependencies," versus, "At the end of the PI, this is what those dependencies actually ended up being."

Rebecca Davis:

It's not that dependencies are bad, but they should be adding value, not restricting flow. So I think those connected stories as well as things like employee survey scores and just employee happiness are really good inputs, to, are we delivering flow. And it is a blended view. Some of it's qualitative and some of it's quantitative. But are our own internal things showing us good, bad and different, as well as how are our customers. So do they feel like they're receiving value or that they're receiving bits and pieces and they're unsure about the connected value? I think all of those are indicators.


Jasmin Iordandis:

Yeah. And would you say you'd need to have an idea of what those indicators are beforehand, so you can keep an eye on them as the PI progresses? So for example, you've done your value stream mapping, you've built your art. At that point, do you identify what those measurements of flow ought to be and keep an eye on them, or is it more retrospectively where you see these kind of things getting a little bit stuck?

Rebecca Davis:

I think there's both. So definitely those metrics that we indicate inside of the framework are healthy, good for teams and trains and solution trains and portfolio. So I think there is a set of metrics that you should and can utilize. Retrospectives are key, because retrospectives create action. So while we measure, then what's the conversation we have about them? Because what we don't want is vanity metrics. And my personal way of defining vanity metrics is any metric that you do nothing with.

Rebecca Davis:

So I think a key is use them to hold conversations and create outcomes, and create actions and make sure that you're prioritizing those actions. I think there's another piece of just understanding that this is not just about team and train. So teams and trains definitely do need to improve and measure themselves, but so does the portfolio, so does the enterprise, so do the pieces that connect to each other across different trains. So I do think if you over focus on, "Let's just make our teams go faster," you may be missing the whole point of how do we make our organization flow better, which may or may not equate to moving faster right away.

Jasmin Iordandis:

Yeah. Yeah. And team and train don't exist in a vacuuming within that organization like whole bunch of-

Rebecca Davis:

No, [inaudible 00:40:43].

Jasmin Iordandis:

Yeah. Well, I think we've touched on some really, really interesting concepts, and just I can't wait to hit the SAFe Summit, which is a really good segue to the fact that the next time we meet, Rebecca, it will be in person. And you're hosting a workshop at SAFe. Can you give us any sneak peek of what we can expect to be excited about at the summit?

Rebecca Davis:

Yeah. First of all, when we meet each other in person, I'm very short. So I think I'm maybe five foot. So that'll be exciting. So Harry, on the framework team and I, are running a workshop about flow. So we'll be doing a flow workshop. I can't talk about all of it yet, because some of it we're going to announce inside the summit, but I'm really excited. So I think if you do sign up for our workshop, you're going to get active advice, and be able to work also alongside other organizations and other people, really understanding flow, and how to apply improvements to flow and how to identify blockers to flow and what to do about it. So we're really focusing on why do certain things matter and what can you specifically do about it, whether you're at the team level or the train level or solution level or the portfolio level.

Jasmin Iordandis:

Cool. That sounds exciting.

Rebecca Davis:

And we [inaudible 00:42:08] a lot of other workshops, but definitely come to ours.

Jasmin Iordandis:

Well, we've just spoken about the importance of flow, so it makes sense. Right?

Rebecca Davis:

Yeah.

Jasmin Iordandis:

Awesome. Well, I personally am really looking forward to coming to SAFe and coming to Colorado and to get to chat with you a little bit more. But thank you so much for your time and joining us and sharing your expertise and experience on agile transformations, scaling agile and the SAFe framework itself. Thank you so much for your time, Rebecca.

Rebecca Davis:

Yeah, I appreciate it. And I look forward to maybe one day being able to do this in person with you in your own country. So that'll be really awesome.

Jasmin Iordandis:

Yeah. Cool. That would definitely be awesome. Thanks a lot.

Rebecca Davis:

Yeah. Thanks.

Related Episodes

  • Podcast

    Easy Agile Podcast Ep.32 Why Your Retrospectives Keep Failing (and How to Finally Fix Them)

    In this insightful episode, we dive deep into one of the most common frustrations in engineering and dev teams: retrospectives that fail to drive meaningful change. Join Jaclyn Smith, Senior Product Manager at Easy Agile, and Shane Raubenheimer, Agile Technical Consultant at Adaptavist, as they unpack why retrospectives often become checkbox exercises and share practical strategies for transforming them into powerful engines of continuous improvement.

    Want to put these insights into practice? We hosted a live, hands-on retro action workshop to show you exactly how to transform your retrospectives with practical tools and techniques you can implement immediately.

    Key topics covered:

    • Common retrospective anti-patterns and why teams become disengaged
    • The critical importance of treating action items as "first-class citizens"
    • How to surface recurring themes and environmental issues beyond team control
    • Practical strategies for breaking down overwhelming improvement initiatives
    • The need for leadership buy-in and organizational support for retrospective outcomes
    • Moving from "doing agile" to "being agile" through effective reflection and action

    This conversation is packed with insights for making your retrospectives more impactful and driving real organizational change.

    About our guests

    Jaclyn Smith is a Senior Product Manager at Easy Agile, where she leads the Easy Agile TeamRhythm product that helps teams realize the full benefits of their practices. With over five years of experience as both an in-house and consulting agile coach, Jaclyn has worked across diverse industries helping teams improve their ways of working. At Easy Agile, she focuses on empowering teams to break down work effectively, estimate accurately, and most importantly, take meaningful action to continuously improve their delivery and collaboration.

    Shane Raubenheimer is an Agile Technical Consultant at Adaptavist, a global family of companies that combines teamwork, technology, and processes to help businesses excel. Adaptavist specializes in agile consulting, helping organizations deliver customer value through agile health checks, coaching, assessments, and implementing agile at scale. Shane brings extensive experience working across multiple industries—from petrochemical to IT, digital television, and food industries—applying agile philosophy to solve complex organizational challenges. His expertise spans both the technical and cultural aspects of agile transformation.

    Transcript

    This transcript has been lightly edited for clarity and readability while maintaining the authentic conversation flow.

    Opening and introductions

    Jaclyn Smith: Hi everyone, and welcome back to the Easy Agile Podcast. Today I'm talking to Shane Raubenheimer, who's with us from Adaptavist. Today we're talking about why your retrospectives keep failing and how to finally fix them. Shane, you and I have spent a fair amount of time together exploring the topic of retros, haven't we? Do you want to tell us a little bit about yourself first?

    Shane Raubenheimer: Yeah, hello everyone. I'm Shane Raubenheimer from Adaptavist. I am an agile coach and technical consultant, and along with Jaclyn, we've had loads of conversations around why retros don't work and how they just become tick-box exercises. Hopefully we're going to demystify some of that today.

    Jaclyn Smith: Excellent. What's your background, Shane? What kind of companies have you worked with?

    Shane Raubenheimer: I've been privileged enough to work across multiple industries—everything from petrochemical to IT, to digital television, food industry. All different types of applied work, but with the agile philosophy.

    Jaclyn Smith: Excellent, a big broad range. I should introduce myself as well. My name is Jaclyn. I am a Senior Product Manager here at Easy Agile, and I look after our Team Rhythm product, which helps teams realize the benefits of being agile. I stumbled there because our whole purpose at Easy Agile is to enable our customers to realize the benefits of being agile.

    My product focuses on team and teamwork, and teamwork happens at every level as we know. So helping our customers break down work and estimate work, reflect—which is what we're talking about today—and most importantly, take action to improve their ways of working. I am an agile coach by trade as well as a product manager, and spent about five years in a heap of different industries, both as a consultant like you Shane, and as an in-house coach as well.

    The core problem: When retrospectives become checkbox exercises

    Jaclyn Smith: All right, let's jump in. My first question for you Shane—I hear a lot that teams get a bit bored with retros, or they face recurring issues in their retrospectives. Is that your experience? Tell me about what you've seen.

    Shane Raubenheimer: Absolutely. I think often what should be a positive rollup and action of a sequence of work turns out to normally become a checkbox exercise. There's a lot of latency in the things that get uncovered and discussed, and they just tend to perpetually roll over. It almost becomes a checkbox exercise from what I've seen, rather than the mechanism to actively change what is happening within the team—but more importantly, from influences outside the team.

    I think that's where retros fail, because often the team does not have the capability to do any kind of upward or downstream problem solving. They tend to just mull about different ways to ease the issues within the team by pivoting the issues rather than solving them.

    I think that's where retros fail, because often the team does not have the capability to do any kind of upward or downstream problem solving. They tend to just mull about different ways to ease the issues within the team by pivoting the issues rather than solving them.

    Jaclyn Smith: Yeah, I would agree. Something that I see regularly too is because they become that checkbox, teams get really bored of them. They do them because they're part of their sprint, part of their work, but they're not engaged in them anymore. It's just this thing that they have to do.

    It also can promote a tendency to just look at what's recently happened and within their sphere of influence to solve. Whereas I think a lot of the issues that sometimes pop up are things that leadership need to help teams resolve, or they need help to solve. It can end up with them really focusing on "Oh well, there's this one bit in how we do our code reviews, we've got control over that, we'll try to fix that." Or as you say, the same recurring issues come up and they don't seem to get fixed—they're just the same complaints every time.

    Shane Raubenheimer: Absolutely. You find ways that you put a band-aid on them just so you can get through to the next phase. I think the problem with that is the impact that broader issues have on teams is never completely solvable within that space, and it's no one else's mandate necessarily to do it. When an issue is relatable to a team, exposing why it's not a team-specific issue and it's more environmental or potentially process-driven—that's the bit that I feel keeps getting missed.

    When an issue is relatable to a team, exposing why it's not a team-specific issue and it's more environmental or potentially process-driven—that's the bit that I feel keeps getting missed.

    The pressure problem and overwhelming solutions

    Jaclyn Smith: Yeah, I think so too. The other thing you just sparked for me—the recurring issue—I think that also happens when the team are under pressure and they don't feel like they have the time to solve the problems. They just need to get into the next sprint, they need to get the next bit of work done. Or maybe that thing that they need to solve is actually a larger thing—it's not something small that they can just change.

    They need to rethink things like testing strategies. If that's not working for you, and it's not just about fixing a few flaky tests, but you need to re-look at how you're approaching testing—it seems overwhelming and a bit too big.

    Shane Raubenheimer: Absolutely. Often environmental issues are ignored in favor of what you've been mandated to do. You almost retrofit the thing as best you can because it's an environmental issue. But finding ways to expose that as a broader-based issue—I think that should be the only output, especially if it's environmental and not team-based.

    The problem of forgotten action items

    Jaclyn Smith: Something I've also seen recently is that teams will come up with great ideas of things that they could do. As I said before, sometimes they're under pressure and they don't feel they have the capacity to make those changes. Sometimes those actions get talked about, everyone thinks it's a wonderful idea, and then they just get forgotten about. Teams end up with this big long backlog of wonderful experiments and things that they could have tried that have just been out of sight, out of mind. Have you seen much of that yourself?

    Shane Raubenheimer: Plenty. Yes, and often teams err on the side of what's expected of them rather than innovate or optimize. I think that's really where explaining the retrospective concept to people outside fully-stacked or insular teams is the point here. You need, very much like in change management, somebody outside the constructs of teams to almost champion that directive—the same way as you would do lobbying for money or transformation. It needs to be taken more seriously and incorporated into not just teams being mini-factories supporting a whole.

    You transform at a company level, you change-manage at a company level. So you should action retrospective influences in the same way. Naturally you get team-level ones, and that's normally where retrospectives do go well because it's the art of the possible and what you're mandated to do. I think bridging the gap between what we can fix ourselves and who can help us expose it is a big thing.

    I see so much great work going to waste because it simply isn't part of the day job, or should be but isn't.

    You transform at a company level, you change-manage at a company level. So you should action retrospective influences in the same way.

    Making action items first-class citizens

    Jaclyn Smith: Yeah, absolutely. I know particularly in the pre-Covid times when we were doing a lot of retros in person, or mostly in person with stickies on walls, I also found even if we took a snapshot of the action column, it would still end up on a Confluence board or something somewhere and get forgotten about. Then the next retro comes around and you sort of feel like you're starting fresh and just looking at the last sprint again. You're like, "Oh yeah, someone raised that last retro, but we still didn't do anything about that."

    Shane Raubenheimer: I think Product Owners, Scrum Masters, or any versions of those kinds of roles need to treat environmental change or anti-pattern change as seriously as they treat grooming work—the actual work itself. Because it doesn't matter how good you are if the impediments that are outside of your control are not managed or treated with the same kind of importance as the actual work you're doing. That'll never change, it'll just perpetuate. Sooner or later you hit critical mass. There's no scenario where your predictability or velocity gets better if these things are inherent to an environment you can't control.

    Product Owners, Scrum Masters, or any versions of those kinds of roles need to treat environmental change or anti-pattern change as seriously as they treat grooming work—the actual work itself.

    Jaclyn Smith: Yeah, that's true. We've talked about action items being first-class citizens and how we help teams do that for that exact reason. Because a retro is helpful to build relationships and empathy amongst the team for what's happening for each of them and feel a sense of community within their team. But the real change comes from these incremental changes that are made—the conversations that spark the important things to do to make those changes to improve how the team works.

    That action component is really the critical part, or maybe one of two critical parts of a retro. I feel like sometimes it's the forgotten child of the retro. Everyone focuses a lot on engaging people in getting their ideas out, and there's not as much time spent on the action items and what's going to be done or changed as a result.

    Beyond team-level retrospectives

    Shane Raubenheimer: Absolutely, consistently. I think it's symptomatic potentially of how retros are perceived. They're perceived as an inward-facing, insular reevaluation of what a team is doing. But I've always thought, in the same way you have the concept of team of teams, or if you're in a scaled environment like PI planning, I feel retrospectives need the same treatment or need to be invited to the VIP section to become part of that.

    Because retrospectives—yes, they're insular or introspective—but they need to be exposed at the same kind of level as things like managing your releases or training or QA, and they're not.

    Jaclyn Smith: Yeah, I think like a lot of things, they've fallen foul of the sometimes contentious "agile" word. People tend to think, "Oh retros, it's just one of those agile ceremonies or agile things that you do." The purpose of them can get really lost in that, and how useful they can be in creating change. At the end of the day, it's about improving the business outcomes. That's why all of these things are in place—you want to improve how well you work together so that you can get to the outcome quicker.

    At the end of the day, it's about improving the business outcomes. That's why all of these things are in place—you want to improve how well you work together so that you can get to the outcome quicker.

    Shane Raubenheimer: Absolutely. Outcome being the operative word, not successfully deploying code or...

    Jaclyn Smith: Or ticking the retro box, successfully having a retro.

    Shane Raubenheimer: Yeah, exactly. Being doing agile instead of being agile, right?

    Expanding the scope of retrospectives

    Jaclyn Smith: One hundred percent. It also strikes me that there is still a tendency for retros to be only at a team level and only a reflection of the most recent period of time. So particularly if a team are doing Scrum or some version of Scrum with sprints, to look back over just the most recent period. I think sometimes the two things—the intent of a retro but also the prime directive of the retro—gets lost.

    In terms of intent, you can run a retro about anything. Think about a post-mortem when you have an incident and everyone gets together to discuss what happened and how we prevent that in the future. I think people forget that you can have a retro and look at your system of work, and even hone in on something like "How are we estimating? Are we doing that well? Do we need to improve how we're doing that?" Take one portion of what you're working on and interrogate it.

    You can run a retro about anything. I think people forget that you can have a retro and look at your system of work, and even hone in on something like "How are we estimating? Are we doing that well? Do we need to improve how we're doing that?" Take one portion of what you're working on and interrogate it.

    Understanding anti-patterns

    Shane Raubenheimer: Absolutely. You just default to "what looks good, what can we change, what did we do, what should we stop or start doing?" That's great and all, but without some kind of trended analysis over a period of time, you might just be resurfacing issues that have been there all along. I think that's where the concept or the lack of understanding of anti-patterns comes in, because you're measuring something that's happened again rather than measuring or quantifying why is it happening at all.

    I think that's the big mistake of retros—it's almost like an iterative band-aid.

    I think that's the big mistake of retros—it's almost like an iterative band-aid.

    Jaclyn Smith: Yeah. Tell me a little bit more about some of the anti-patterns that you have seen or how they come into play.

    Shane Raubenheimer: One of them we've just touched on—I think the buzzword for it is the cargo cult culture for agile. That's just cookie-cutting agile, doing agile because you have to instead of being agile. Literally making things like your stand-up or your review or even planning just becomes "okay, well we've got to do this, so we've ticked the box and we're following through."

    Not understanding the boundaries of what your method is—whether you like playing "wagile" or whether you're waterfall sometimes, agile at other times, and you mistake that variability as your agility. But instead, you don't actually have an identity. You're course-correcting blindly based on what's proportionate to what kind of fire you've got in your way.

    Another big anti-pattern is not understanding the concept of what a team culture means and why it's important to have a team goal or a working agreement for your team. Almost your internal contracting. We do it as employees, right?

    I think a lot of other anti-patterns come in where something's exposed within a team process, and because it's not interrogated or cross-referenced across your broader base of teams, it's not even recognized as a symptom. It is just a static issue. For me, that's a real anti-pattern in a lot of ways—lack of directive around what to do with retrospectives externally as well as internally. That's simply not a thing.

    A lot of other anti-patterns come in where something's exposed within a team process, and because it's not interrogated or cross-referenced across your broader base of teams, it's not even recognized as a symptom. It is just a static issue. For me, that's a real anti-pattern in a lot of ways—lack of directive around what to do with retrospectives externally as well as internally.

    Jaclyn Smith: Yeah, I think that's a good call-out for anyone watching or listening. If you're not familiar with anti-patterns, they're common but ineffective responses to recurring problems. They may seem helpful initially to solve an immediate problem, but they ultimately lead to negative outcomes.

    Shane, what you just spoke about there with retrospectives—an example of that is that the team feel disengaged with retrospectives and they're not getting anything useful out of it, or change isn't resulting from the retrospectives. So the solution is to not hold them as frequently, or to stop doing them, or not do them at different levels or at different times. That's a really good example of an anti-pattern. It does appear to fix the problem, but longer term it causes more problems than it solves.

    Another one that I see is with breaking down work. The idea that spending time together to understand and gain a shared understanding of the work and the outcome that you need takes a lot of time, and breaking down that work and getting aligned on how that work is going to break down on paper can look like quite an investment. But it's also saving time at the other end, reducing risk, reducing duplication and rework to get a better outcome quicker. You shift the time spent—development contracts because you've spent a little bit more time discovering and understanding what you're doing.

    A common anti-pattern that I see there is "we spent way too long looking at this, so we're going to not do discovery in the same way anymore," or "one person's going to look at that and break it down."

    The budget analogy

    Shane Raubenheimer: I always liken it to your budget. The retrospective is always the nice shiny holiday—it's always the first to go.

    I always liken it to your budget. The retrospective is always the nice shiny holiday—it's always the first to go.

    Jaclyn Smith: It's the contractor.

    Shane Raubenheimer: Yeah. It's almost like exposing stuff that everybody allegedly knows to each other is almost seen as counterintuitive because "we're just talking about stuff we all know." It often gets conflated into "okay, we'll just do that in planning." But the reality is the concept of planning and how you amend what you've done in the retrospective—that's a huge anti-pattern because flattening those structures from a ceremonies perspective is what teams tend to do because of your point of "well, we're running out of daylight for doing actual development."

    But it's hitting your head against the wall repeatedly and hoping for a different outcome without actually implying a different outcome. Use a different wall even. I think it's because people are so disillusioned with retrospectives. I firmly believe it's not an internal issue. I believe if the voices are being heard at a budgeting level or at a management level, it will change the whole concept of the retrospective.

    Solution 1: Getting leadership buy-in

    Jaclyn Smith: I like it, and that's a good thread to move on to. So what do we do about it? How do we help change this? What are some of the practical tips that people can deploy?

    Shane Raubenheimer: A big practical tip—and this is going to sound like an obvious one—is actual and sincere buy-in. What I mean by that is, as a shareholder, if I am basing your performance and your effectiveness on the quality and output of the work that you're promising me, then I should be taking the issues that you're having that are repeating more seriously.

    Because if you're course-correcting for five, six, or seven sprints and you're still not getting this increasing, predictable velocity, and if it's not your team size or your attitude, it's got to be something else. I often relate that to it being environmental.

    Buying into the outputs for change the same way as you would into keeping everyone honest, managing budgets, and chasing deadlines—it should all be part of the same thing. They should all be sitting at the VIP table, and I think that's a big one.

    Buying into the outputs for change the same way as you would into keeping everyone honest, managing budgets, and chasing deadlines—it should all be part of the same thing. They should all be sitting at the VIP table.

    Solution 2: Making patterns visible

    Jaclyn Smith: I think so too. Something that occurs to me, and it goes back to what we were talking about right at the beginning, is sometimes identifying that there's a pattern there and that the same thing keeps coming up isn't actually visible, and that's part of the problem, right?

    I know some things we've been doing in Easy Agile TeamRhythm around that recently, attempting to help teams with this. We've recently started surfacing all incomplete action items in retrospectives so people can see that big long list. Because they can convert their action items to Jira items or work items, they can also see where they've just been sitting and languishing in the backlog forever and a day and never been planned for anything to be done about them.

    We've recently started surfacing all incomplete action items in retrospectives so people can see that big long list. Because they can convert their action items to Jira items or work items, they can also see where they've just been sitting and languishing in the backlog forever and a day and never been planned for anything to be done about them.

    We've added a few features to sort and that kind of thing. Coming in the future—and we've been asked about this a lot—is "what about themes? What about things that are bubbling up?" So that's definitely on our radar that will be helpful.

    I think that understanding that something has been raised—a problem getting support from another team, or with a broken tool or an outdated tool that needs to be replaced in the dev tooling or something like that—if that's been popping up time and time again and you don't know about it, then even as the leader of that team, you don't have the ammunition to then say "Look, this is how much it's slowed us down."

    I think we live in such a data world now. If those actions are also where the evidence is that this is what needs to change and this is where the barriers are...

    Solution 3: The power of trend analysis

    Shane Raubenheimer: Certainly. I agree. Touching on the trend analytics approach—we do trend analysis on everything except what isn't happening or what is actually going wrong, because we just track the fallout of said lack of application. We don't actually trend or theme, to your point.

    We do trend analysis on everything except what isn't happening or what is actually going wrong, because we just track the fallout of said lack of application.

    We theme everything when we plan, yet somehow we don't categorize performance issues as an example. If everybody's having a performance issue, that's the theme. We almost need to categorize or expose themes that are outward-facing, not just inward-facing. Because it's well and good saying "well, our automated testing system doesn't work"—what does that mean? Why doesn't it work?

    I think it should inspire external investigation. When you do a master data cleanup, you don't just say "well, most of it looks good, let's just put it all in the new space." You literally interrogate it at its most definitive and lowest level. So why not do the same with theming and trending environmental issues that you could actually investigate, and that could become a new initiative that would be driven by a new team that didn't even know it was a thing?

    Jaclyn Smith: Yeah, and you're also gathering data at that point to evidence the problem rather than "oh, it's a pain point that keeps coming up." It is, but it gives you the opportunity to quantify that pain point a little bit as well. I think that is sometimes really hard to do when you're talking about developer experience or team member experience. Even outside of product engineering teams, there are things in the employee experience that affect the ability for that delivery—whatever you're delivering—to run smoothly. You want to make that as slick as possible, and that's how you get the faster outcomes.

    Solution 4: The human factor

    Shane Raubenheimer: Absolutely. You can never underestimate the human factor as well. If everything I'm doing and every member of my team is doing is to the best of not just their capability, but to the best of the ability in what they have available to them, you become jaded, you become frustrated. Because if you're hitting your head against the same issue regardless of how often you're pivoting, that can be very disillusioning, especially if it's not been taken as seriously as your work output.

    If everything I'm doing and every member of my team is doing is to the best of not just their capability, but to the best of the ability in what they have available to them, you become jaded, you become frustrated.

    We run a week late for a customer delivery or a customer project, and we start complaining about things like money, budget overspend, over-utilization. But identifying systematic or environmental issues that you can actually quantify should be treated in exactly the same way. I feel very strongly about this.

    Solution 5: Breaking down overwhelming action items

    Jaclyn Smith: We tend to nerd out about this stuff, Shane, and you're in good company. You've also reminded me—we've put together a bit of a workshop to help teams and people understand how to get the most out of their retrospectives, not just in terms of making them engaging, but fundamentally how to leverage actions to make them meaningful and impactful.

    We've spoken a lot about the incremental change that is the critical factor when it is something that's within the team's control or closely to the team's control. That's how you get that expansion of impact—the slow incremental change. We've talked about sometimes those action items seem overwhelming and too big. What's your advice if that's the scenario for a team? What do you see happen and what can they do?

    Shane Raubenheimer: I would suggest following the mantra of "if a story is too big, you don't understand enough about it yet, or it's not broken down far enough." Incremental change should be treated in exactly the same way. The "eat the elephant one bite at a time" analogy. If it's insurmountable, identify a portion of it that will make it a degree less insurmountable next time, and so on and so forth.

    If we're iterating work delivery, problem-solving should be done in rapid iteration as well. That's my view.

    Jaclyn Smith: I like it.

    The "eat the elephant one bite at a time" analogy. If it's insurmountable, identify a portion of it that will make it a degree less insurmountable next time, and so on and so forth. If we're iterating work delivery, problem-solving should be done in rapid iteration as well.

    Wrapping up: What's next?

    Jaclyn Smith: I think we're almost wrapping up in terms of time. What can people expect from us if they join our webinar on July 10th, I believe it is, where we dive and nerd out even more about this topic, Shane?

    Shane Raubenheimer: I think the benefit of the webinar is going to be a practical showing of what we're waxing lyrical about. It's easy to speak and evangelize, but I think from the webinar we'll show turning our concepts into actual actions that you can eyeball and see the results of.

    With our approach that we took to our workshop, I think people will very quickly get the feeling of "this is dealing with cause and effect in a cause and effect way." So practical—to put that in one sentence, an active showing or demonstration of how to quantify and actually do what we've been waxing lyrical about.

    the benefit of the webinar is going to be a practical showing of what we're waxing lyrical about. It's easy to speak and evangelize, but I think from the webinar we'll show turning our concepts into actual actions that you can eyeball and see the results of.

    Jaclyn Smith: Excellent. That was a lovely summation, Shane. If anyone is interested in joining, we urge you to do so. You can hear us talking more about that but get some practical help as well. There is a link to the registration page in the description below.

    I think that's about all we have time for today. But Shane, as always, it's been amazing and lovely to chat to you and hear your thoughts on a pocket of the agile world and helping teams.

    Shane Raubenheimer: Yeah, it's always great engaging with you. I always enjoy our times together, and it's been my pleasure. I live for this kind of thing.

    Jaclyn Smith: It's wonderful! Excellent. Well, I will see you on the 10th, and hopefully we'll see everyone else as well.

    Shane Raubenheimer: Perfect. Yeah, looking forward to it.

    Jaclyn Smith: Thanks.

    Ready to end the frustration of ineffective retrospectives?

    Jaclyn Smith and Shane Raubenheimer also hosted a live, hands-on webinar designed to turn retrospectives into powerful engines for continuous improvement.

    In this highly interactive session, they talked about how teams can:

    • Uncover why retrospectives get stuck in repetitive cycles
    • Clearly capture and assign actionable insights
    • Identify and avoid common retrospective pitfalls and anti-patterns
    • Get hands-on experience with Easy Agile TeamRhythm to streamline retrospective actions
    • Practical tools, techniques, and clear next steps to immediately enhance retrospectives and drive meaningful team improvements.

    👉 Watch the recording here.

  • Podcast

    Easy Agile Podcast Ep.24 Renae Craven, Agile Coach on team alignment and taking a leap out of your comfort zone.

    "I had an inspiring conversation with Renae around the benefits of leaping out of your comfort zone and aligning team behaviour " - Chloe Hall

    Chloe Hall- Marketing Coordinator at Easy Agile is joined by Renae Craven - Agile Coach, Agile Trainer, Scrum Master Coach and QLD Chapter Local Leader at Women in Agile.

    Join Renae Craven and Chloe Hall as they discuss:

    • Renae’s journey to becoming an Agile Coach and Agile Trainer
    • Taking a leap out of your comfort zone
    • The importance of taking time to gather feedback and reflect
    • Building a team environment where everyone feels safe to contribute
    • Aligning team behaviour and how prioritising learning impacts team delivery
    • Why sitting all day is bad for you and how to bring movement into your work routine
    • + more

    Transcript

    Chloe Hall:

    Hello and welcome back to the Easy Agile Podcast. I'm Chloe, Marketing coordinator at Easy Agile, and I'll be your host for today's episode. Before we begin, we'd like to acknowledge the traditional custodians of the land from which we broadcast today, the people of the Dhuwal speaking country. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal Torres Strait Islanders and First Nations people joining us today. Today we have a very exciting episode for you. We will be speaking to Renae Craven. Renae is an Agile coach, Agile trainer, scrum master coach, BASI Pilates instructor, and runs her own Pilate Studio.

    Renee is also a chapter local leader at Women in Agile Brisbane and is the host of the podcast The Leader's Playlist alongside David Clifford. Renae's passion in life is to help people to be a better version of themselves by raising your awareness of areas they wish or need to improve them and to support them in their learning and growth through these areas. According to Renae, coaching is not about telling people what to do. It is about questions to allow them to dig deeper, uncovering realizations and their desire for change. Welcome to the podcast, Renae. Thank you so much for coming today. Really appreciate it and very excited to unpack your story, your journey, and all the success you have achieved, which is amazing. How are you today anyways?

    Renae Craven:

    I'm all, I'm good. Thank you, Chloe. It's Friday, so I'm always a bit wrecked on a Friday. Looking forward to sleeping in on the weekends and things like that. So yeah, Friday I'm already, always a little bit dreary, but other than that I'm fine.

    Chloe Hall:

    Well, that's good. Friday afternoon definitely can always do that to you. I'm very pumped for a sleep in as well. I think let's just get straight into it. So some of that I wanted to start was I just want to unpack you as a person, Renae, and kind of your story, who is Renae and the journey you've taken to become so successful today. So if you wanted to provide a little bit of background about yourself.

    Renae Craven:

    How far back do I go? So I did IT at uni, Information Technology at uni. So I started my career out as a graduate developer, software developer, pretty crap one at that.

    Chloe Hall:

    Surely not, I don't agree with that. I can't see it.

    Renae Craven:

    I knew enough to get by, but it was definitely not going to be something that I was going to do for the rest of my life. But back then I was 20 and kind of just was doing things that you were supposed to do when you grow up. You're supposed to go to school and you're supposed to do well in grade 12 and go to uni and get a degree and then get a job.

    Chloe Hall:

    Definitely.


    Renae Craven:

    So yeah, I ticked all those boxes and found myself with a degree in a job in a good organization. And I was in that development job for a couple of years and then I kind of moved more into team leadership and I was a team leader for a while and then I became a scrum master back in 2010. So that was when I discovered Agile.

    Chloe Hall:

    Okay. Yup.

    Renae Craven:

    And I think the rest is kind of history. So when I discovered Agile, things started to make more sense to me. Talking to people, having teams, working together, collaborating together, solving problems together, getting multiple brains onto a problem. That kind of thing was one thing that I never made sense to me when I was a grad straight out of uni. And I'm like, "What do you mean?" Because even during my university, I was a little bit different and I was remote. I did university remotely years ago and with a group of four others, there were four others, it was a group of five. We did everything together, we did all our group assignments, we studied together, we ate lunch together, we just kind of did.

    Chloe Hall:

    So with the exact same group?

    Renae Craven:

    Yeah. All the way through uni. I went from that kind of group setting to working and more of an individual on my own like if I've sat in a cubicle with walls that were higher than me, I didn't have to speak to anyone else if I didn't want to. And that never really sat well with me. It was never kind of who I was. So when Agile was, Scrum specifically was here's all these people we're going to throw together in a team and here's all of the problems and you work out together how you're going to solve it.

    Someone's not going to tell you what to do or how to solve it, you've got to figure it out as a team, it was a much more, cool this is what makes sense, this works better. Why wasn't it always like this? So yeah, that's kind of where my Agile journey started and it kind of progressed as I did scrum mastering for quite a few years in different organizations, different scenarios, different contexts. And then I guess I was able to comfortably call myself an Agile coach I would say maybe 5, 6 years ago. I mean, there's nothing really that you can do that you go tick, Oh, I'm an Agile coach now.

    Chloe Hall:

    There's no kind of straightforward degree or certification.

    Renae Craven:

    No, it's really just experience. And I had experience around and people were telling me, "You can call yourself a coach, an Agile coach now, you've got plenty of experience". I'm like, "Yeah, but I feel like there's so much more that I need to know or that I could learn". So I don't really feel comfortable. But I was working for a consultancy, so that was just how I was being marketed anyway. So that was kind of 5, 6, 7 years ago that that started to happen. And then I do other things as well, like Agile training. I love training people, I run training courses, do the coaching as well. And then I've got my Pilates as well.


    Chloe Hall:

    Just an all rounder, a lot going on, that's for sure. I think as well, I just want to unpack, you had that transition when you were a graduate developer and you found it quite isolating. And then you came into this concept of Agile when you are working in teams. Was it when you started doing that Agile, did that kind of spike like a passion, a purpose of yours and that's what led you down that Agile training, Agile coaching road?

    Renae Craven:

    I think, I mean purpose, I still don't know if I know what my purpose is in life. Passion. I think what it helped me understand about myself is where some of my strengths were. And my strengths aligned with what was needed to be a scrum master and a coach later on. So the ability to facilitate, that's a big part of being a scrum master, a big part of being one of the key things about being a coach. And that was just something that I was kind of naturally able to do, but I didn't know until I started doing it, if that kind of makes sense.

    Chloe Hall:

    Yeah. I feel like, isn't that always the way, It's like you don't know something or you don't really know your strengths until you just step into it. You've really got to get out of your comfort zone and just try new things, experience new things. Otherwise, you're never going to know.

    Renae Craven:

    Yeah, exactly. So yeah, can't trying to create that equal participation in a room or in a workshop from a facilitation and facilitating a group of people from different walks of life to an outcome and just letting it kind of flow and let the conversations flow. But still, you've got to get to this outcome by the end of the day or end of the workshop. That was something that I was naturally able to do. And I mean, my first workshop, how I facilitated that, I don't even remember what it was, but I'm sure how I facilitate now is very, very different. But it was still something that I loved doing, that I enjoyed doing. And the training part of it, it's funny because at school I used to hate public speaking. I used to hate.

    Chloe Hall:

    You sound like me.

    Renae Craven:

    Yeah. All of that, how I used to get up in English and do an oral exam and things like that. I hated all of that stuff. I was very happy to just hide in the background and never answer a question or never cause any trouble or be disruptive or whatever. Except in maths class I was a little bit disruptive in math class.

    Chloe Hall:

    I am resonating so much with you right now because I was literally the exact same. And I've always had a bit of a passion for math. So in maths I was super outgoing, would ask so many questions. But in English my biggest fear was public speaking. I just could not stand up for the life of me. It was the worst. I was always so nervous, everything about it. And I think that's really interesting to see how far you've come today from what you thought back then. Was there any type of practices, lots of work that you had to do on yourself to get to this point today?


    Renae Craven:

    I think similar to what you said before, you got to get out of your comfort zone. And I think, especially early on in my career, that being pushed out of my comfort zone. There's a few leaders that I was working for at the time that, well a handful of people that over the years have pushed me out of my comfort zone. And in the earlier days where I wouldn't have done that for myself. So doing that for me or I didn't really have a choice because I was a good girl and I followed orders back then. It was just something that I went, "Oh okay, well that's cool". I'm glad in hindsight, I'm glad he did that because I wouldn't be where I am right now if I wasn't thrown into the pilot team, the pilot agile team. So yeah, there's things like that where I've been pushed into my comfort zone and just had a go and found out that, oh, it wasn't so bad after all.

    Maybe I could do that again. And then you start to build your own kind of resilience, you go, well I've did this before so that's not much harder. I reckon I could do that. Or it's kind of thinking about it like that, but it's also changing. It was shifting my mindset to be you've got to get out of your comfort zone, you've got to screw up to learn. The way that it was at school where you got rewarded for being correct, you got rewarded for doing the right thing. And that's not how I learn. That's not how a lot of people learn. You have to screw up to then go.

    Chloe Hall:

    Definitely.

    Renae Craven:

    Okay, well next time I do that I'll do this instead.

    Chloe Hall:

    Yeah, definitely.

    Renae Craven:

    Or getting that feedback of how you did this, well next time maybe you could do this or whatever it is. Just getting that feedback. Whereas, I never got any of that at school. It was always Renae's perfect angel child, whatever it was.

    Chloe Hall:

    Still, nice though, but yeah.

    Renae Craven:

    Nice for the parents. Can we have more of Renae's in our class, nice for mom and dad. But in hindsight, it didn't really do much for setting me up for how.

    Chloe Hall:

    For reality.

    Renae Craven:

    Yeah


    Chloe Hall:

    Really.

    Renae Craven:

    Exactly.

    Chloe Hall:

    Especially because I've recently gone through that transition from graduating uni into a full time job and working for Easy Agile, I'm always being pushed out of my comfort zone in a good way. Everyone's so supportive, they're always like, "Oh Chloe, try this, try that". And I'm just like, "okay, yep, I can do it". And if it doesn't go amazingly well that's okay. I've learned something and I can do it better next time.

    Renae Craven:

    Yeah.

    Chloe Hall:

    You can't just sit in your comfort zone forever, you don't get that feeling of when you do something outside of your comfort zone, you just feel so good after and you're like, oh, prove to myself I can do this.

    Renae Craven:

    Yep. And I think the big part of that is acknowledging the learning is sitting down. So one of the things we do, I do as a coach is one of the key times for a team or an individual to learn is to actually sit down and reflect back and then what was good, what was bad, and what am I going to do differently the next time. And I coach teams to do that, but I have to do that myself as well. So kind of realizing that as a practice, that's something that I have to do is sit down and when I do these things I would need to gather feedback and then I have to sit down and reflect on how it went. What I think I can do better or do differently the next time around I do something like this so that I am also myself improving in the things that I do. So it's really having that time and that practice to learn to sit down and what did I learn?

    Chloe Hall:

    Yeah, I do. And I agree with that. You need to take the time to understand, reflect, realize what you have learnt. Otherwise, life is so busy and you just keep going and going and going and you can just completely forget and it's good to take that moment. I really like how that's something that you do in your Agile coaching as well. What else do you do when you're coaching teams? What other elements are there?

    Renae Craven:

    Some of the stuff I've already spoken about, having that equal, trying to get that equal participation, equal voice. Trying to, the buzzword is psychological safety, but trying to make, trying to build an environment for a team where everyone feels safe to ask a question or to voice their opinion or whatever it is. And when we've come from, as a coach, what we're doing is usually coaching teams, people, organizations, through a shift from a certain way of working to an Agile way of working. And that means that the whole telling people what to do and when to do it and how to do it is gone. That's gone. And now you want to build that capability within the team itself. So creating that safe space so that the


    team can ask questions and understand what they have to do so that they can collectively deliver something as opposed to someone just telling them what to do.

    So it's using your brain, using the collective group brain as well, instead of just having, not using your brain really, just waiting to be told what to do and then you'll know what to do, you just do it. But collectively solving a problem together as a team and then figuring out as a team how we're going to solve that or how are we going to deliver that is something that is quite, that's the bit I love as a coach, working with teams, building that kind of environment where they do feel safe to ask the dumb questions and things like that.

    Chloe Hall:

    And not have to be like, I think this is a silly question, but you definitely want to remove that.

    Renae Craven:

    And I think the other part is the learning still, it's exactly the same. It's taking the focus, trying to get the focus off, we must deliver and then we'll do some learning stuff if we get time trying to flip that around so that your, "No, no, no, you need to learn in order to get better at delivery". So take that focus, because a lot of teams will just say, we've got all these deadlines, all of this delivery pressure, we have to get this stuff done. We don't have time to sit down and think about what we've learned or how we can get better as a team. They're never going to get better as a team if they just keep in this endless delivery cycle. Making the same kind of time wasting things over and over and over again. So it's kind of flipping the mindsets of the teams as well to go, "No, hang on, we need to do this otherwise we're not going to get better as a team".

    Chloe Hall:

    Yeah, definitely. And I think that's where the Agile retrospective fits in perfectly. And I know I actually just came out of my retrospective with my team and we do that weekly and it's so good to come out of that with action items too. And it's like, okay, next week this is how we're going to get better. This is how we're going to advance, this is our focus and there's also no hidden problems because it comes up every Friday, we talk about it. So you're not going into Monday the next week with a grudge or you're annoyed about something with the workflow of the team. You've addressed it, you've left it in the last week, you've brought the action with you obviously, and hopefully it's going to get better from there.

    Renae Craven:

    Yeah, absolutely. And that's the key. It's the whatever we've decided in our retrospective of what we're going to do differently, we're doing that differently the next day or Monday in your case. It's not something we talk about and then we just kind of ignore it and we just talk about it again in two weeks time or whatever it is. It's the putting into practice the decisions you make as a team and those retrospectives all of the time. They're not massive actions either. They're just little tweaks here and there.

    Chloe Hall:

    Yeah, there's small things.

    Renae Craven:


    They just kind of build up over time.

    Chloe Hall:

    And that's the thing, it's like if you do it on a regular occurrence, they are small things, but if you are not doing it regularly, then that's when they build up and they become big things, big problems and massive blockers within the team as well.

    Renae Craven:

    Yeah, absolutely.

    Chloe Hall:

    Yeah. So I'm wondering too, Renae, when you do your Agile coaching and your Agile training, so you do that on an individual basis as well as teams. Do you think there's an aspect of the mindset, the agile mindset there, and does each individual need to come to work with that agile mindset for the team to be able to flow better?

    Renae Craven:

    Mindsets. If everyone had the same mindset then it would be robots or.

    Chloe Hall:

    True.

    Renae Craven:

    The world would be very boring.

    Chloe Hall:

    Very good point.

    Renae Craven:

    I think that's a bit, for me when I think about a team, an agile team, as long as there's some alignment on how the team behaves, why they exist, what their purpose is and how they treat each other and how they solve problems together, then the mindsets of the individuals within that team, they can be different. And that's fine as long as there's that agreement amongst everyone of this is how we are going to behave. I come up against people all the time who have been forced to work in this agile way. So their mindset's definitely not in the mindset that you need for an agile team, but if they're in an agile team and there's people in that team that have got the mindset or the behaviors that you need to have in order to deliver in an agile way, over time it kind of balances out.

    And over time those the mindsets will start to shift as well as they see how other people in their team are behaving, how their leaders are behaving, things like that. So I kind of always think of it as more of a behavioral thing than a mindset thing. How do we make decisions, like I said, how do we treat each other, how do we approach problems, who are our customers, all of that sort of stuff. It's more that behavior that I like to, instead of me thinking, oh, they don't have the mindset, they don't have the mindset, I just kind of look at how they behave. Because at the end of the day, you can't force that


    mindset. But as a team, when they start humming to working together as a team, they're going to be delivering what they need to deliver. And they all just, that's the whole cross-functional part of it. You're bringing together different minds, different backgrounds, different experiences, different skills, all of that stuff.

    Chloe Hall:

    Definitely.

    Renae Craven:

    You're putting them in a team together so that they can use their skills. They're all those different pieces to solve these problems.

    Chloe Hall:

    Yeah, no, definitely. I think the way people behave, it has a lot to do with it as well. And I think on that too, you can be in the right type of mindset, you can behave in the right way. And that has a lot to do with the way you're showing up at work as well. It's the way you come to work. If you're had a bad morning, then that's going to impact how you are that day. Or if you've waking up that morning and you have kind of a set morning routine that gets you into that good routine for the day, that good mindset and behavior, then it can help a lot. And I think as well, this is something I'd love to chat to you about too, because you've got the background of Pilates, you're in your own studio and you've been a instructor for how many years now?

    Renae Craven:

    It'll be a year and a half since I qualified.

    Chloe Hall:

    Yeah. Nice. Yeah, so I'm also an instructor. I've been teaching I think for about six months now. But I'm just wondering too, so you've got your two passions, Pilates studio owner and then also an Agile coach. Is there that element of setting yourself up for the day in the morning, do you think if someone, they meditate have the type of morning routine they exercise, can they behave better at work essentially? What are your thoughts on that?

    Renae Craven:

    Yeah, I think definitely the better you feel in yourself or the way feel within yourself, definitely has a direct correlation to how you come across how you behave at work. So yeah, if you've had a rushed morning or a traffic was crap on the way to work or whatever it is, then definitely you're going to be quite wound up by the time you get to work.

    Chloe Hall:

    Yeah, definitely.

    Renae Craven:


    It's going to impact the way that you respond to questions or respond to people or respond to your team or whatever it is. Yeah, absolutely. But myself, I don't really have a set routine in the morning. I go to gym but I don't go to gym every day. But the mornings that I do go to gym, I never feel like going because no, I just want to sleep.

    Chloe Hall:

    It's early. Yeah.

    Renae Craven:

    Yeah. But I have to go in the morning or I won't go to gym. Gym's something that, it's a bit of a love hate relationship. I know I have to do it, but I don't like doing it.

    Chloe Hall:

    Not even after? That feeling after?

    Renae Craven:

    Afterwards is good. It was like, but from, oh thank God that's done.

    Chloe Hall:

    Yeah.

    Renae Craven:

    Tick I'm done for the day.

    Chloe Hall:

    Out of the way.

    Renae Craven:

    If it was in the afternoon, if I went to gym in the afternoon I wouldn't go. It would just be, "Nah, it's too hard or I can't be bothered, I'm too tired". So getting up first thing in the morning, I set my alarm 15 minutes before my gym class starts.

    Chloe Hall:

    Wow. That is effort.

    Renae Craven:

    I know.

    Chloe Hall:

    That is good.

    Renae Craven:

    I race to get there but I have all my clothes set out the night before so I don't even have to think. I just get out of bed, I put my clothes on and I get in the car and I drive to the gym and.

    Chloe Hall:

    I do the same thing.

    Renae Craven:

    I do my class, I haven't had time to talk myself out of it just yet. But afterwards it's like, oh yes, excellent. That's done for the day. And yeah, it is nice to know that you have done that for the day as you start your work day as well. So on my gym days, that's probably my routine to get myself ready for work. But other days they're a little bit more relaxed I guess. I think if anything having a coffee is my, I cannot deal with the world without coffee. So whether I'm at home or I'm in the office, the first thing I'll do is if I get to the office I'll get a coffee on the way in. So I'm drinking coffee as I walk into the office. So yeah, I guess that you could call that my routine.

    Chloe Hall:

    No, I think a lot of people, a lot of listeners as well will be able to resonate with that. And I used to be like that and then it just, coffee wasn't sitting well with me. I found it was just really triggering my nerves for the day and everything. So it was so hard. I went from drinking two to three coffees a day to getting off it and now I'll drink like a matcha instead. But that was such a big part of my morning routine as well and getting off it was one of the hardest things I've had to do.

    Renae Craven:

    Yeah, I did that once. I detoxed for one of those health retreat things years and years ago and I had to detox off coffee and everything actually.

    Chloe Hall:

    Oh really?

    Renae Craven:

    Before two weeks leading up to it and yeah, coffee was hard.

    Chloe Hall:

    Yes.

    Renae Craven:

    Very, very hard. Because I love the taste of my coffee. I just have it straight, I don't have any milk so I love the taste of my coffee.

    Chloe Hall:

    Yeah, wow. Okay.

    Renae Craven:


    But maybe it's also the other benefits of not wanting to kill people that coffee does to me as well. I can deal with the world now. I've had my coffee.

    Chloe Hall:

    You're like okay, all right. Who needs coaching now? Who needs training? And I'm ready to rock and roll.

    Renae Craven:

    Yeah, I'm good now.

    Chloe Hall:

    Yeah. Nice. Yeah. Well the reason as well why I wanted to talk about the whole exercise correlation with work was because I did read your article on LinkedIn about what sitting all day is doing to your body and you're saying how Pilates can help with that. The section that I think resonated really well with me was when you said, when COVID-19 shut down the world and confined everyone working from home, those people who were working in the office environments, you found yourself sitting bent over a PC at home all day and it's back to back virtual meetings, you don't really have that chance to get up, have a break, go for a walk around and everything. And I think, I'm sure a lot of our listeners will be in that reality and even after COVID it is still the case. So I think just for the sake of everyone listening, is there any tips or anything to get you up, get you moving so you're not experiencing that on the daily.

    Renae Craven:

    I think the other difference is before COVID, sure you were sitting at your desk all day at work but you are also walking to the office and walking to meetings and walking to the kitchen and walking to go and buy your lunch and things like that. And you weren't kind of back to back meetings either. So you had that chance and if you were walking from room to room so you were getting up. Whereas at home it's just back to back meetings and I don't know about you but I run to go to the bathroom in between meetings.

    Chloe Hall:

    Yeah. I do. I actually do. Yesterday actually bit triggered by that.

    Renae Craven:

    I did that too yesterday actually. And even at the height of COVID, the back to back meetings were so bad. I didn't even have a lunch break. I was working, I was making my lunch in meetings and daylight saving as well. It always throws things because Queensland stays where they are and it throws everything out so. So in my article actually, it was more of a paper that I had to submit as part of my instructor course.

    Chloe Hall:

    Oh cool. Yeah.

    Renae Craven:

    And as well as my 600 hours of practice and.


    Chloe Hall:

    Yeah. I can relate, I didn't have to do the article though.

    Renae Craven:

    So I kind of just pulled bits out of that and because I thought this is still relevant and maybe it will resonate with people and especially the people that I'm linked, LinkedIn is the audience, right? So that just things that happen from sitting, sitting down's bad for you, full stop. Where you're working or sitting on a couch all day, whatever it is, sitting down's bad for you. And the longer you sit, the more kind of slouched you get. The more your spine is always kind of in the rounded state, the less you are using your back muscles, your back extensors, the more you're sitting down your pelvis, your hip flexes are shortening because you're always sitting down and that kind of tightens your lower back. And then you've got your, even just using your mouse, you've got that shoulder that's doing extra stuff or backwards and forward stuff constantly. And then your neck as well and your traps, everything gets kind of tight.

    So things that you can do. I wrote a, my article's got an example class plan to undo the effects of sitting down all day in an office job. But that class plan uses all of the apparatus. So there's things you can do on the mat or the reformer or the Cadillac or under chair. But I run a few online classes after work and they started during COVID and they're still going. And I designed those specifically to undo, I know those people have been sitting down all day. So my classes are very much unraveling everything that they've done the all day.

    Chloe Hall:

    The body.

    Renae Craven:

    I mean my classes, my math classes anyway, they're usually focused around, I mean tips for people not actually coming to a class but undoing, you're doing the opposite of what you've been doing all day. So if you sit all day, stand up, walk around, at least listen to your smart watch when it tells you take a break. Stand up and take a break. And walk out to the letter box and get some sunshine at the same time, if you're lucky there's not much suns around these days.

    Chloe Hall:

    If it's out, make a run for it.

    Renae Craven:

    Doing kind of shoulder rolls and neck stretches and hip flexors stretches so that you, like I said, just undoing, doing the opposite of what you do when you're sitting. So think about the muscles or the tendons or whatever they're, even if you're not familiar with what they are, you know there's some at the front of your hip. And when you're sitting you can imagine that they're not being used, they're just being stuck there. So straighten them. Stretch them. If you're rounded all the time in your spine, then press roll your shoulders back, press your chest for and use your back muscles. And I don't even know if people are that familiar with back extensors. I don't know if people understand that. Because you've got your spine and then you've got these muscles that they're twisted that run either side of your spine. I can't remember the scientific name for them right now.


    Chloe Hall:

    No. Me neither.

    Renae Craven:

    We just call them back extensors. And when you straighten in your spine, they're working and you're switching them on. It's just working your bicep, strengthening that muscle when you straighten your spine and you can even go past straight and go kind of backwards. You are using those back muscles and you're strengthening those back muscles and it'll stop you being like a rounded.

    Chloe Hall:

    Yeah, just bent over in the computer all day.

    Renae Craven:

    Hunched over.

    Chloe Hall:

    Yeah. That's it. You don't want that.

    Renae Craven:

    So it's really just doing the opposite or yeah. Joining online classes. I can put you through some exercises.

    Chloe Hall:

    Yeah, well we'll definitely share that article as well with this podcast so people can see that program or might be something that helps. For me at work we're very fortunate that we have a standing desk and I think that that is just so amazing. Because if I work from home, I don't have a standing desk and I can feel the difference. My body just feels, you just don't feel right and I feel more fatigued and yeah, I just need to get up and move more often.

    Renae Craven:

    Yeah. If you stand all day, it's the same thing. You've got to sit as well. You've still got to do the opposite. Standing is like, because you can get slouch when you stand as well, so you can still over time get tired and kind of slouch over or you're still kind of tense in your shoulders and things like that. So you can kind of need to still be aware of your posture when you're standing and just self-correct or still go for walks, still give everything a chance to move the way it's supposed to move not stand still all day.

    Chloe Hall:

    Yeah, definitely. On that, Renae. Yeah. Thank you so much for coming on the podcast today. Really enjoyed this chat with you. I think there's a lot that our listers will get out of it and I definitely want to continue more of this Pilates conversation too.

    Renae Craven:

    Thank you Chloe. Thanks for having me.


    Chloe Hall:

    No worries, thank you.

  • Podcast

    Easy Agile Podcast Ep.31 The Release Train Engineer + SAFe Summit 23

    "Lieschen's wealth of experience is absolutely incredible! Not only did she provide invaluable advice, but I thoroughly enjoyed our conversation."

    In this episode Caitlin Mackie is joined by Lieschen Gargano Sr, Release Train Engineer at Scaled Agile. They delve into the role of the Release Train Engineer, sharing tips and tricks, FLOW activities, lessons learned and how to get started in the role. With SAFe Summit 2023 just around the corner, Lieschen also takes some time to talk about what she’s most excited about for the event and shared some advice for first time attendees.

    If Lieschen's expertise and passion have piqued your interest, be sure to explore the Scaled Agile RTE course. It provides comprehensive training, equipping you with the necessary skills and knowledge to excel as an RTE.

    Scaled Agile RTE course

    We hope you enjoy the episode!

    Transcript:

    Caitlin Mackie:

    Hi there. Welcome to the Easy Agile Podcast. I'm Caitlin, your host for today's episode. At Easy Agile we specialize in developing apps for Atlassian Jira that help your team move from simply doing agile to truly being agile. Our apps have gained recognition and trust from over 160,000 users across top companies worldwide. With our products, teams can transform their flat Jira backlogs into something visually meaningful and easy to understand. Whether it's sprint planning, retrospectives, or PI planning, our apps are designed to foster seamless team alignment.

    Before we begin the episode, we would like to say an acknowledgement of country. This is part of our ongoing commitment towards reconciliation. Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast today. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal Torres Strait Islander and First Nations people joining us today. Let's jump into today's episode. So today I'm joined by Lieschen Gargano, a senior release train engineer at Scaled Agile. Lieschen is a highly experienced professional when it comes to change management, system design and stakeholder engagement, and has a passion for developing teams and connecting strategy to execution. Lieschen welcome to the Easy Agile Podcast.

    Lieschen Gargano:

    Thank you. I'm happy to be here.

    Caitlin Mackie:

    So Lieschen, you are a release train engineer. For our listeners, can you explain a little bit about the role? For anyone that's not familiar, how would you describe a Release Train Engineer?

    Lieschen Gargano:

    Yeah. I think one of the easiest ways for people to think of a Release Train Engineer is kind of like a coach or scrum master for the art, for the Agile release train. A servant leader facilitating all of those art events, facilitating the processes and process improvements. And really measured in value delivery, and using flow metrics to measure those improvements and support of the arts.

    Caitlin Mackie:

    So you mentioned flow metrics there. I've heard a lot about this recently and optimizing flow. What are some of those flow activities that a RT is responsible for?

    Lieschen Gargano:

    I like to look at feature flow and cycle time. So really looking like are we bringing all of our features in progress at once or are we managing our WIP, not just at the team level but at the art level. Are we taking the whole PI to get a feature through the system, or are we able to finish something before we start the next thing? So I look at that a lot and also just are we making and meeting commitments. Those PI objectives that we set, are we in that 80-100% range? A lot of people want full credit, extra credit and to be in the 120, but for us, predictability really means you tried really hard and you stretched, but you also still made and met commitments. So I look at that really closely too.

    Caitlin Mackie:

    I love that. You mentioned just then quite a lot of different responsibilities that a RTE has. Do you think that there is one in particular that you really need to get right from the start?

    Lieschen Gargano:

    Oh, as an RTE, I think the biggest thing is building the relationships and intention. As a servant leader, we really are there to help make the art better, to make being on the art enjoyable and productive and flow. So building that trust and those relationships as a servant leader is the first thing. If you get that wrong, no one will help you do the rest.

    Caitlin Mackie:

    Yeah-

    Lieschen Gargano:

    And you need a lot of help. You're not doing anything alone as an RTE.

    Caitlin Mackie:

    Yes. Yeah, for sure. I can definitely imagine that. Let's go a little bit deeper on that servant leadership that you just mentioned. Can you share your approach and what servant leadership means to you?

    Lieschen Gargano:

    Servant leadership to me is helping people understand the direction, communicating early and often so that they know where you're going. And then not just saying, "how can I help you get there? What can I do?" But saying, "how can we go together?" A lot of coaching and understanding the problem to solve and connecting it to how it benefits the people. Just like we ask them to connect their work to how it benefits the customer. As the RT, they're my customer. How does what I'm asking you to change benefit you? Not changing is always easier than changing even if we don't like our current state. So why is it worth it?

    Caitlin Mackie:

    I love that. Yeah, always asking the why and being really clear on it. Yeah, I think that's great. I've done some LinkedIn digging of your profile, as you do, had a little bit of a stalk and noticed that you hosted a webinar recently on tips and tricks and lessons learned as an RTE. Can we start with maybe some tips and tricks? What can you share?

    Lieschen Gargano:

    The first thing I will say is lean on the Scrum master team, and if you're lucky enough to have an Agile coach or another RTE, lean on that team. Your lean Agile Center of Excellence, those people have the expertise. They're also building the relationships. They're there to help you. Don't try to just prove yourself or go it alone, it's not possible. That team is your team for success. So 100% go to them. They're a wealth of knowledge, a wealth of relationships, and the best support.

    Caitlin Mackie:

    Yeah, I know it's so important to have that support network around you. You just mentioned the Agile Center of Excellence. Maybe for some of our listeners aren't familiar, could you explain what that is?

    Lieschen Gargano:

    Yeah, so the Lean Agile Center of Excellence can look a few different ways depending on your organization. At our organization, it is the coach, release managers, RTEs and Scrum masters or team coaches. And some larger organizations than ours might have that hub and spoke model of a centralized change leader. And then RTEs and Scrum masters that are in different arts and around the org. And some even have separate laces in different parts of the organization if it's really big. But really they are that community of practice that holds your lean Agile practices and the standards of those practices and talks to each other and debates and evolves them to make sure that it's consistent throughout the org. That the org is getting consistent coaching, consistent guidance, and they're not being told five different things about how to transform. Because again, change and being lean is so hard. If you add too many voices into that coaching, it gets really overwhelming for folks.

    Caitlin Mackie:

    Yes, 100%. And an Agile transformation is already overwhelming as it is, so you can imagine that laid on top. I suppose speaking, if we explore a little bit around those on an agile transformation journey, at what point would you say it's important that that lean Agile Center of Excellence is formed?

    Lieschen Gargano:

    Oh, I think it should be in place pretty quick. I mean, we talk about training your leaders, training your experts and then doing safer teams and launching trains. You need that Center of Excellence there from the start so that they can go out to the rest of the org that they can do all that training and they can be there to support people through title changes, role changes. Launching an art can feel very scary to folks. If you don't have that in place beforehand, you're going to have a lot to reel in after the fact.

    Caitlin Mackie:

    Yeah, I really like that. It's almost having this really solid foundation and unified voice to sort of go forward and support the rest of the org.

    Lieschen Gargano:

    And it's so great to have consultants support, to have partners come in and help you and to have the right tools, but they need the help of people inside. They need that lean Agile Center of Excellence of employees inside the company to help you be successful. As an RTE, you need your team. Anybody, any tool, any people trying to do a change, a transformation are going to need that Center of Excellence because all those parts, that's what makes the whole.

    Caitlin Mackie:

    Yeah, yeah, definitely. So you mentioned as an RTE, a big tip or trick is to rely on that lean Agile Center of Excellence. What do you think has been your biggest lesson learned as an RT?

    Lieschen Gargano:

    There are a few things that have been particularly difficult for me. One of them is that I don't like to say no and not in that I take on too much or whatever, but more in that if someone has passion for something, I want them to be able to take it on. I want them to be able to move forward with it. And there are times where we really have to say it's too much change. It's too much for this group to manage. In particular, the Scrum Masters and RTEs people come to us for a lot of things and they need that consistency from us, and they need predictability in a change to feel like we know where they're going and if we introduce too many things or if we try to hold too many things at once, it's easy for us to forget about it later or drop something else. So learning when and how to say no, again not necessarily in that capacity way, but just in the width of change, if that makes sense.

    Caitlin Mackie:

    Yeah, definitely. I think that what you just said there, learning how and when to say no. I think that's not even exclusive to the RTE role as well. I think that's an amazing piece of advice for anyone listening and to share across our audiences, because I know it's definitely something I struggle with as well. So that's my takeaway from this is to, okay, I'm going to constantly imagine like 'no Lieschen told me to when and how to say no', and just focus on that. So yeah, I think that's a great piece of advice. What was your journey like to an RTE? I know we caught up last week and I got a little sneak preview into this, and I know it wasn't straightforward, so if you can share a little bit about that, that would be great.

    Lieschen Gargano:

    Yeah. I actually started in conflict resolution. I worked in public private reconciliation doing a lot of natural resources facilitation, so hundreds of people, governments, companies, private landowners, residents, trying to bring all those people together to get to consensus or at least to build relationships that allow them to move forward. So really strong foundation and facilitation in particular, and just day-to-day conflict. When we say conflict, we get so worried, 'oh, I don't do conflict', well conflict's everything all the time. It's all the disagreements we need to succeed in life. So that gave me a great foundation when I became a scrum master, and I did that for a few years working with development teams. One of my favorite teams was our infrastructure team, 10 foot pole because no one wanted to touch their work or the 10 foot pole, and I learned so much there and eventually became a coach and started doing more strategic planning and coaching parts of the organization that weren't used to being on arts. Marketing and other groups, which helped me transition to Scaled Agile, where I started working with our CMO and as he grew the marketing team, helping coach that marketing group into an agile way of working, a safe way of working, before actually becoming a product owner, because I loved organizing around value, and I loved those different topics that we were working on internally.

    And one of the people I work with at Scale Agile said, "well, help us develop the product then for everybody else". So I did that for a little while, which gave me so much power in that learning how to say no and prioritize and coaching people to decisions is one thing, but as the product owner, I had to practice being where the buck stopped. There are five right decisions, just make one so that people are unblocked, and that prepared me really well for transitioning into RT.

    Caitlin Mackie:

    Yeah. You have such a wealth of experience there across so many different roles, and you can really see that each of those key roles have taught you something valuable that you can take into this RTE role. So I think that's amazing. It's so cool to see that even though it's not this straightforward linear journey, there's all these parts that there's traits within each that ladder up to helping you succeed as an RT. So I think that's really cool.

    Lieschen Gargano:

    And I know people are afraid to make some of those lateral moves sometimes, but the skills that you can build might just be that thing that gets you other open doors that you didn't even think about.

    Caitlin Mackie:

    Yeah. Yeah. I absolutely love that. Yeah, just embrace every opportunity for what it may be, what it may not be. You don't know until you give it a shot. So I think, yeah, I love that. I think that's really great advice. So everything we've spoken about in regards to being a Release Train Engineer may have really hit the spot for some of our listeners. How does someone get there? Were there certifications, courses? What's the process that way?

    Lieschen Gargano:

    Another thing I probably did backwards. I started with a scrum master cert and then actually ended up getting a SPC certification through Scaled Agile when I was a coach. Because I was a coach before I was an RTE, and I learned about so many other parts of the business that way. But then to become an actual RTE, taking the safe RTE course, but then actually there's a community of RTEs... Which we didn't really talk about this, but being an RTE is a lonely thing. I said earlier, if you're lucky to have another RTE, this is a lonely role. You're really kind of on your own. So not just getting that cert, but being part of that community and being able to send people messages and ask them crazy questions was part of my certification process, but also just community building to where I could feel like I had the connections and competence. So yeah, I found all of them similar to holding each of the roles, also getting that certification, just another tool in the tool belt.

    Caitlin Mackie:

    Yeah, for sure. I don't want to touch on something you said there about an RTE being sometimes quite a lonely role. What do you think makes it lonely?

    Lieschen Gargano:

    It's a role that a lot of people have strong opinions about what they need and what success looks like based on where they are in the organization. And there are usually few of you, and even if you're in a large organization with many, you're with your art, you're very focused on your section, and so having all of those pulls and expectations and not having anyone who understands what that feels like just makes it kind of lonely. Now that we have two RTEs and a coach at Scaled Agile, it makes a big difference for me because they are right there in it with me and it's very helpful.

    Caitlin Mackie:

    Yeah. You can see in that scenario why that community of RTEs is like you said, so important to lean on them as well. Yeah.

    Lieschen Gargano:

    I find even just connecting to RT's outside our organization too. I grabbed beers with one a couple weeks ago. Those little things, even if you can find that person, meet them at a summit, meet them out in the wild, find them on LinkedIn and just say, "Hey, we live in the same area. We have the same role". It can go a long way because it may seem weird to reach out like that, but they probably are looking for that connection too.

    Caitlin Mackie:

    Thank you so much for sharing. And for any of our listeners, I might pop some links to any certifications and some scout Agile courses. I'll pop that in our episode notes, so feel free to check those out. You mentioned about connecting with other RTs and meeting at summits, which is a really nice segue to the next part of our conversation. Just around the corner is the 2023 Safe Summit and we're heading to Nashville Music City. What can we expect from Safe Summit? What are you looking forward to?

    Lieschen Gargano:

    Well, what I'm most looking forward to is that I am putting together an RTE breakfast. So all RTEs are welcome, or even if you're a solution train engineer or you do the role of an RTE with a different title. I'm really excited to meet with those folks over breakfast and just chat it out. And my goal with that really is to have people to connect with so that as we go through the rest of the summit, listening to the talks that we have people enroll, that we can check back in with over drinks and stuff on the later days and say, 'oh, what do you think? How might that work?' So that's what I'm most looking forward to.

    Caitlin Mackie:

    Amazing.

    Lieschen Gargano:

    But obviously there are going to be some great talks and the product labs are always really fun. We get to play with the product together.

    Caitlin Mackie:

    Yeah, cool. Tell me a little bit about the product labs, what's involved in that?

    Lieschen Gargano:

    The product team puts it together and they have computers set up and you can bring your own and they talk through some of the new releases or things they're working on and help you log into it and use it in your context, but also try to get some feedback on how it works or how you might use it in your organization. So it's a nice two-way street. It's sort of, 'I need this, how might I do it?' And then them saying, 'well, why don't you try and let me see how it works and how we should change it based on how you interact with it'. So it's just really fun. It feels really practical because it's so hands on.

    Caitlin Mackie:

    Yeah, amazing. I love that. I'm definitely going to have to try and come along and suss that out. It sounds really great. Where do you hope or where do you think we'll see a lot of conversations focused at this year's Safe Summit?

    Lieschen Gargano:

    At Safe Summit I think the conversations will be really focused on just the day-to-day of Safe. We have new topics that come up. We obviously have new ideas that are going to be presented. But every time I go to one of these, it really is the connecting one-on-one to say, here's where I'm stuck, here's what I'm trying to learn. So we'll hear a lot about Flow, we'll hear about Team Topologies, but we'll also hear those 'I'm just getting started and we're stuck, we have change fatigue. We don't know if our arts are set up correctly'. A lot of those classic conversations that are just really impactful and why people come together.

    Caitlin Mackie:

    Yeah, definitely. Yeah, I love that. Creating these spaces for people to bond over shared experiences and problems they're facing or wins they're seeing and sharing them. I think that's where these events are amazing for creating that kind of environment. Lieschen, this is my very first Safe Summit. I haven't been to one before and I'm really excited. What advice would you have for first time attendees, returning attendees, what's the way to get the most out of Safe Summit?

    Lieschen Gargano:

    If you're attending with other people from your organization, the best thing is to split up so you can cover more ground and then come back together and share. The second advice is find people with a similar role as you, because again, you can do that same thing with those folks and split up and then meet up again and try to talk about it in your context. It's great to do that at the parties too, because we throw great parties, but that's the best because no matter what room you end up in, what talk you end up at, you're going to get a great nugget. But where it really sinks in for me is talking with someone else about what I heard and then thinking about, 'okay what does that mean?', when I go home.

    Caitlin Mackie:

    Amazing, great advice Lieschen. If anyone listening happens to also be attending Safe Summit and they see Lieschen on the floor or myself, make sure you say hello, and if you've got any questions for Lieschen about the podcast episode, I'm sure she'll be more than happy to answer and engage in a great conversation. And anyone looking to get advice around the RTE role, make sure you find her and have a chat. Lieschen I'm really excited to meet in person. We've done this podcast with yourself in the States, myself in Australia, so I'm excited to connect over in your world. And yeah, really thank you so much for your time. I hope you enjoyed the episode. I know, I sure did.

    Lieschen Gargano:

    I did. Thank you.

    Caitlin Mackie:

    Thanks, Lieschen.