How to set your Agile teams up for success

Agile software development is like a roadmap for getting software done right. As highlighted in the agile manifesto, it prioritizes real conversations over tools, delivering working software instead of drowning in documentation, collaborating with customers rather than just negotiating contracts, and being quick to adapt to change. The manifesto emphasizes the power of collaboration within cross-functional teams, making it relevant for project management in various contexts.

Think of agile as a mindset, not just a method. It empowers project teams to give and receive feedback in a friendly, iterative environment that leads to great results. While it gained popularity in software development, agile principles can actually work wonders for any project team. Whether it’s in construction management, content marketing, or even planning weddings, agile has you covered.

Let’s dive into why agile project management is a great fit for any team. We’ll explore how its principles can seamlessly fit into your project processes. Remember, it doesn't matter which agile framework—like Scrum or Kanban—you choose, as long as it suits your team. In short:

• Agile principles are perfect for team cooperation.
• Agile workflows for project teams are conducive to continuous iteration and improvement.
• The framework you choose, Scrum or Kanban, is less important than your team mindset.
• Using agile project management across your organization increases visibility and coordination.

Agile principles in project management

The core principles of agile — collaboration, empowerment, and transparency — are ideal for project management. No matter the type of team, the goal should be continuous improvement. Teams meet this goal by working together with an iterative approach to fulfill their projects.

Agile is a mindset of adaptability, sharing progress, and learning from what worked and what didn't. You improve as you go.

Thomas Edison encapsulates the spirit of an iterative approach perfectly: “I have not failed. I've just found 10,000 ways that don't work.” 💡It's this attitude that is the agile mindset.

Entities such as the Project Management Institute espouse the virtues of agile project management and its impact on teams’ collaboration:

• Teams are responsible for project delivery and self-organize in a way to maximize their opportunities for success.
• Agile project managers encourage discussion of frameworks and processes, but also encourage independent thinking.
• Agile values foster trust and healthy working relationships.
• As a decision-making framework, agile project management promotes accountability while driving continuous decision-making and delivery.

Agile workflows for project teams

How can a traditional project team become self-organizing enough to become more agile? Let's step through a Scrum workflow in the context of a general project.

Backlog

Development teams work from a product backlog, which is a list of prioritized features desired by a customer. But this list doesn't have to be a set of software features. It can be any set of tasks or outputs that a project team needs to complete.

Sprint planning meeting

Agile teams work in sprints, which are set periods of time (e.g., two weeks) to complete an agreed-upon amount of work. During sprint planning, the team reviews and discusses the top priorities from the backlog. They then decide what can be delivered in the sprint and commit to that work.

Let's use a marketing team working on a campaign as a non-typical example. In a traditional project management setting, the team may take a waterfall approach. They would create a months-long content calendar of social media, blog articles, videos, and other content. Under agile, they would only commit to the next two weeks of content production before deciding what comes next.

Stand-Ups

A stand-up is a daily meeting of team members. During it, each member answers three questions:

• What did you work on yesterday?
• What are you going to work on today?
• Are there any issues blocking your work from being completed?

The questions provide each person the opportunity to share their progress and to provide support in case they can unblock a teammate's work by helping to resolve their issue.

Sprint review

When the sprint is completed, teams meet to review and demo the work they just finished. In our marketing case, it can be a time for the team to get together to watch their content videos, read the comments and feedback from their social media posts, and review key metrics from all of their content.

Sprint retrospectives

Product development teams meet after each sprint to discuss how they might improve things for their next sprint. In this meeting, the team discusses:

• What went well?
• What didn't go so well?
• What can we improve going forward?

Suppose your marketing team had a post go unexpectedly viral. Why was it so effective? What can we learn from that to adjust the next two weeks of content? These are the types of questions to ask yourselves so you can continue to iterate and to learn together as a team.

Scrum or Kanban?

The workflow outlined above is a typical agile Scrum framework. However, it does not have to be the way agile practices are implemented in project management. Different types of projects may call for different frameworks. For example, in Scrum, roles are more clearly defined than in Kanban.

Scrum

A Scrum team is made of specific roles that are tasked with different responsibilities for moving the team through the development process. According to the Scrum Guide:

• Developers create a plan for each sprint iteration, define completeness of work, adapt their plan each day, and hold each other accountable.
• A product owner is responsible for managing the product backlog by communicating product goals, prioritizing items, and providing transparency into the full backlog.
• The Scrum master coaches and guides the team in its adoption of Scrum.

Kanban

Some projects may be more suited for Kanban as compared to Scrum. There are key differences between the two frameworks that may influence a team's approach to agile project management:

• Continuous workflow vs. fixed sprint iterations
• Continuous delivery vs. delivery after the completion of each sprint
• No set roles vs. defined scrum roles

Kanban teams use a Kanban board to visualize their tasks and to limit the amount of work that is in progress at a given time.

The agile framework you use, whether it is Scrum or Kanban, is less important than your team’s shared understanding of how you work together to achieve common goals. The beauty of an agile approach is its conduciveness to tweaking your framework and how you use it as you iterate and retrospect.

Agile project management for your whole organization

As software development teams continue to embrace agile processes, they can encourage other teams to join them. Using agile in other departments empowers those teams’ ability to collaborate. It also creates a shared sense of unity across your entire organization because you’re all applying the same methodology to get to each of your goals.

Try a daily stand-up for department leads to improve cross-organizational communication. Keep it short and to the point, focusing on the topics that will help the work progress.

In an agile environment, there's no successful sprint or project without a ⭐⭐⭐⭐⭐ agile team. They have all it takes to achieve big goals within short time frames. How? Everyone in the team knows its power and how to use it. 🧙The end result is achieving big goals without burning out.

An agile team's structure is step one to succeeding at agile development. Take the example of fire brigades. Would a fire brigade put out fires if they didn't have the right members, lieutenant, or captain? The answer is short: nope. The team structure is quintessential.

Therefore, in an agile development process, each member should know what each role involves in the team. Today, we'll go over the roles in an agile team and a few characteristics of great agile teams. But first, we should talk a bit about what an agile team is.

What’s an agile team?

In each development cycle — or sprint — of an agile project, each agile team iterates the product according to customer feedback. That increases the speed of product development 🏃 and the efficiency of that process. And in each iteration, the team releases or launches either a new or improved product functionality.

Agile teams have similar characteristics. They should be:

• Small — 5-6 members
• Focused on hitting the target on time
• Coordinated in terms of task execution
• Conscious of the contribution from each role
• Flexible to allow members to be proactive and excel themselves
• Tolerant of changing customer needs

However, the structure of agile teams depends on the agile framework. For instance, you can have a Scrum team or a Kanban team. And whereas the Scrum-based roles are well-defined, Kanban-based teams are not.

At this point, we should discuss the structure of an agile team. Head over to the next section. 👇

The skeleton of an agile team

An agile team is composed of 3️⃣ main roles. Both teams' and companies' continuous improvement needs to have the right people playing the right role. Let's go over those roles one by one.

Product Owner

The Product Owner is the player with the deepest knowledge of the product. They eat, drink, and breathe the product.

They're the supreme advocates of the product. So, when something isn't right with the product, they should know that quickly. Plus, they know exactly how the product contributes to the company's vision and goals. 🎯

Their communication skills 🎙️ must be top-notch as most of their job requires:

• Triggering the team to engage with and undertake important product developments
• Intervening to adjust that process if and when necessary
• Changing plans if absolutely necessary
• Responding to variable customer needs

In a sprint, the goal is an increment of complete work. At the end of the day, the Product Owner defines and communicates the goals and quality expectations. 📣

The top priority of Product Owners is the customer and customer needs. In that sense, a Product Owner interfaces between the customer and the rest of the team. They also get customer feedback.

The Product Owner also creates and manages the product backlog. Additionally, they review deliverables before product release or launch. 🧐

Bear in mind: The Product Owner aims at maximizing product value. And the only way to achieve that is through teamwork.

Sometimes, in tiny companies, the Product Owner may be the CEO.

Some agile events are especially important for a Product Owner:

• Sprint planning. This agile ceremony’s goal is to prepare the iteration. It’s the right time and place for the Product Owner to present the product backlog to the Team Members and answer their questions.
• Sprint review. That’s the meeting to showcase work done throughout the iteration. The Product Owner gathers feedback from external stakeholders and internal staff and answers their questions. After the review, the Product Owner might adjust the product backlog and release complete product functionality.

Scrum Master

Whereas the Product Owner is product-focused, the Scrum Master is process-focused. They're concerned with:

• Ensuring that the team follows the best agile practices for the context they're working in
• Inspecting the work progress of Team Members daily to make sure they meet the deadlines
• Giving constructive feedback to Team Members on how they're performing
• Safeguarding the time of Team Members so they can dedicate themselves to what delivers the most value
• Getting customer feedback from the Product Owner
• Making sure that the Product Owner is clear about the goal and quality expectations
• Guiding the team throughout the sprint, clarifying any doubts about tasks and their execution
• Motivating Team Members
• Remove any blockage to a Team Members' success

The Scrum Master is also the one who manages the Scrum board. This board should be up-to-date and detailed at all times.

Managers with an extensive resume of successful product development projects are good candidates for Scrum Master. They know from experience where execution can go wrong and what to do to prevent or amend that. They're also great at assessing progress. 📈

Here's how the Scrum Master takes part in agile events:

• Sprint planning. The Scrum Master facilitates this ceremony and participates in effort or story point estimations.
• Daily stand-up. During this meeting, the Scrum Master focuses on clearing all the barriers in the way of the Team Member’s success. And if the development process should change, the Scrum Master will make sure that happens.
• Sprint review. The Scrum Master prepares this event in terms of logistics. When external stakeholders attend the meeting, it must go smoothly.
• Sprint retrospective. During this ceremony, Team Members should discuss what went wrong during the iteration. The Scrum Master should encourage a spirit of sharing and transparency, not only about technical and procedural aspects but also relational issues.

Team Member

These are the ultimate doers. ⛑️ Depending on the type of product, they may be developers, UX designers, and many other kinds of professionals.

Of course, depending on their skills, their role within the team varies. Nevertheless, they're the ones accountable for implementing amazing deliverables on time.

They're usually autonomous and creative, regardless of working together as a group, supporting each other. Actually, Team Members complement each other in terms of skills and experience. ☯️

It's not uncommon to find Team Members discussing ideas on how to work faster and easier. It can be a new tool or a new technique, for instance. And a single Team Member can belong to multiple teams.

Now, what else can we tell you about ideal Team Members?

• They trust and support each other much more. At the same time, they capitalize on each other's strengths and collaborate extensively. In the end, you should notice that the work flows smoothly.
• They learn and mentor one another. One day, a Team Member might teach another, and the day after, they might learn from the member they taught. This is continuous mentoring.
• With a shared skillset, Team Members are better equipped to support each other. They're also better prepared to switch technical specialties if needed.
• Team Members question success and come up with alternative ways of pushing continuous improvement all the time. It's in their 🧬, which means that they can't help it. And that's a great trait, as it's key to continuously growing products.
• Last, Team Members push themselves to deliver the absolute best outcome from an iteration.

Note: Project stakeholders are usually not part of the agile team itself, yet they're part of the overall equation. They might be members of the C suite, marketers, or anyone requesting or reviewing work from the team.

Here are team members' roles during the following agile events:

• Sprint planning. Team Members discuss the product backlog with the Product Owner to decide on the work that they will complete during the iteration.
• Daily stand-up. Every day, Team Members briefly describe the status of their work and what they’ll do next. If they have any blockages, they should ask for help.
• Sprint review. Team Members showcase complete work.
• Sprint retrospective. During this event, Team Members should talk about problems they faced along the iteration. Those can be technical problems, problems with the way they worked or interpersonal problems.

Majestic agile teams

Winning any team challenge would be a nightmare without a carefully thought out structure. Everyone's role in an agile team should be crystal clear. That's the basis for everybody to feel that they're contributing to the goal in a valuable way.

There are no individuals in the daily life of a great agile team. They aim for group success, not individual achievements. An agile team is a group of professionals who work together to achieve sprint goals. Long story short: no teamwork, no agile team.

Want to set your agile team up for success? Check out Easy Agile Programs or Easy Agile User Story Maps.

Should you form cross-functional agile teams?

In large, conventional organizations, multiple departments manage specific functions. Marketing, finance, HR and sales teams work in silos, often focused on their own outcomes rather than being primarily driven by the customer and the market.

Yet even before the pandemic hit, organizations recognized the need to manage change and make decisions quicker than ever before to keep up with competitors. Along came covid, and those needs vastly intensified.

To thrive in an uncertain, complex, and ambiguous world, many organizations are moving away from silos and racing towards enterprise agility, forming networks of empowered cross-functional agile teams.

But the change from siloed departments to agile teams means change, and change can be difficult.

In this article we weigh up the pros and cons of each operating model.

Key points

• Communication, collaboration, and employee engagement are often better in cross-functional teams.
• By iteratively testing solutions quickly, cross-functional teams can boost productivity, cut costs, and deliver better results.
• There may be bumps along the road before a newly formed cross-functional team matures and reaches its potential, but you can take steps to help them succeed.

"The two most urgent reasons for adopting Agile are the speed and flexibility required by working environments that continue to be bother unpredictable and volatile." State of Agile Report

What are cross-functional agile teams?

Cross-functional agile teams (sometimes known as cross-functional scrum teams) are a key element in any organization’s agile development.

The team brings together people from across the business with different expertise and skillsets. Together, the team works toward a common goal.

Usually made up of 5 to 11 people, the team defines, builds, tests and delivers projects in sprints or iterations.

"The ability for the team to support each other, collaborate with each other and align to the goal are wonderful ways to measure agile."

William Rojas, Adaptavist

What are the benefits of cross-functional agile teams?

There are many benefits of having cross-functional agile teams in your organization. Here’s our top five.

1. Cross-functional teams communicate and collaborate better

Siloed teams can spend many hours a week in unproductive meetings as they negotiate resources and manage conflicting priorities. On the other hand, Agile teams align on goals and objectives from the beginning of each project. This helps make their subsequent meetings brief, productive and transparent. Each person is accountable and empowered to share progress and solve problems. As a result, agile teams are often more engaged and passionate about their work.

2. Cross-functional teams are responsive

In silos, each team is responsible for an aspect of a project with limited visibility into what other teams are doing. This can lead to blockers or conflicting priorities, creating rework and delays. They may also find they lack specific skills as the project goes on, leaving teams rushing to fill the gaps and causing further delays. Moving to agile teams means having the necessary skills and resources available, as well as identifying conflicting priorities and blockers early. This helps agile teams rapidly iterate, continually improve, and deliver results.

3. Cross-functional teams are innovative

In siloed organizations, employees can get caught up in their departmental group think. The limited exposure to other teams makes employees less likely to question established practises or suggest improvements. In cross-functional agile teams, perspectives from people across multiple teams are shared from the outset. Because people from different skills approach problems in different ways, this can lead to great ideas and business innovation.

4. Cross-functional teams help the business adapt to change

With their iterative approach and frequent communication, cross-functional agile teams can problem solve and change directions fast. They don’t face the renegotiation, reprioritization, and delays that can hold siloed teams back. Instead, businesses with cross-functional teams can better respond to changing market and customer needs.

5. Cross-functional teams consistently focus on the big picture

Cross-functional agile teams understand the ‘why’ behind the work they’re doing, and they come together with a focus on the customer experience. This shared focus dissolves the barriers between the different functions within the team. Deliverables are mapped to high-level business objectives which deliver greater value to the end-user.

What are the downsides of cross-functional agile teams?

If cross-functional teams are done right, there really are no downsides. What organization doesn’t want increased collaboration, innovation, customer focus and faster delivery?

That said, there can be bumps and conflict as people learn to adapt to the agile mindset – and this is where cross-functional teams can fail to deliver. Here are some of the common challenges large organizations face when moving to cross-functional agile teams:

• Cultural resistance with people reluctant to let go of the old way of doing things.
• No clear accountability, leaving teams unable to make quick decisions and people clinging to a sense of ownership over their work.
• Lack of alignment with goals which can lead to misunderstandings, rework, and potential conflict.

With this in mind, it may take a little time and support for a newly formed agile team to find its wings.

"Often the way teams become agile is just by doing it, trying it, and continuing to evolve and committing to that approach. So, if you haven't started - just get started. That's often the biggest struggle."

William Rojas, Adaptavist

The first step is to just get started

Being agile means changing an organization’s processes and people structure, and it can seem like a lot of hard work. But if businesses don’t transform so they can capture the productivity, speed, customer, and employee engagement benefits; they’re at risk of being left behind.

Cross-functional agile teams can be your key adapting fast and getting ahead. There’s no doubt they can deliver outstanding results – if you take the right steps to set them up for success.

For concrete advice on how to drive successful cross-functional agile teams and avoid failure, sign up for our free on-demand webinar - ‘Do’s and Don'ts of Agile Teams with Adaptavist’.

The webinar will take a deep dive into the SAFe agile team together with our partner and SAFe expert Adaptavist.

Keen to scale agile and form successful cross-functional teams?

Come along to a free, 40-minute on-demand webinar to find out how

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