Easy Agile Podcast Ep.15 The Role of Business in Supporting Sustainability Initiatives with TietoEVRY

"It was great chat about Kate's experience working in an agile environment, and learning what artificial intelligence looks like at Optus"

Kate shares her experience of an agile transformation at Optus and the incredible impact it has had on the company. Delivering faster & enabling a sense of ownership & accountability amongst teams.

Kate also shares some great advice from embracing hybrid roles throughout her career, a gentle reminder to never put limits on yourself and adopting a “no risk no return” mentality.

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Transcript

Hayley Rodd:

Well, thank you for joining us here on the Easy Agile Podcast. Here in Wollongong things are a little different from when we last had a chat. We've since been put into lockdown as part of the Greater Sydney region, but I'm delighted to bring you this podcast from here in Wollongong. And also it maybe helps ease some of those lockdown blues that you might be suffering if you're in the same part of the world as I am today or if you're in another part of the world that is maybe in the same predicament that we find ourselves here in Wollongong in. So, I'd like to introduce myself. So my name is Hayley Rodd and I am the product marketing manager or one of the product marketing managers here at Easy Agile. And I have a great guest today, an old friend of mine but before we kick off with the podcast, I'd like to say any acknowledgement of country.

Hayley Rodd:

So here at Easy Agile, we acknowledge the traditional custodians of the land where we work and we live. We celebrate the diversity of Aboriginal people and their ongoing cultures and connections to the land and waters of New South Wales. We pay our respects to elders past, present and emerging and acknowledge the Aboriginal and Torres Strait Islander people and their contribution to the development of this tool. And now, to our guest, Kate Brodie. Kate is an old friend of mine from here in The Ngong or Wollongong if you're not from this region. And has been very successful in her pursuit of a career in technology. So a little bit about Kate. Katie is the director of digital AI and CCAI programs at Optus. Kate is now based in Sydney, Australia and is a leader in AI, digital and new emerging technology. Katie is responsible for Optus's AI, digital, portfolio and chapter working in an agile environment every day today.

Hayley Rodd:

Kate leads the development of new products to take to market and scale routines in an agile environment advocating for build, measure, learn culture. Most recently, Kate has been in charge of leading an enterprise first to market API consulting chatbox in Australia, compatible with Google Home. So obviously Kate is an extremely impressive person and I wanted to chat to her today about her career and also her role in the Agile team. But beyond that, I wanted to touch on women in technology and leadership, something that Kate has spoken about recently with Vogue Australia. So, thanks so much to Kate for joining us today. And I can't wait to share some of the advice from the lessons that Kate has learned through her career. Thank you so much for joining me today, Kate. It's really wonderful to see you. So could you tell me a bit about, I guess what your day-to-day looks like when you're at the office?

Kate Brodie:

Yeah, thank you for having me. My day-to-day is quite varied. I would say that in my role, I'm very lucky to work with lots of different people, engineers, designers, business people, marketers and more recently a lot of different partners including Google. So, a lot of my day is working between different groups, strategically thinking about how we're going to continue to create a particular vision and future together for our customers. And then parts of it are related more to the technology and how we're ensuring that we've got our teams performing at a level that will allow us to meet those goals. And yeah, day-to-day, I'm talking to a lot of different.

Hayley Rodd:

So, when we were chatting just before we started recording, you were telling me a little bit about your start in marketing and now you've moved over to technology, can you tell me a little bit about how you don't want people to feel pigeonholed, I guess in their careers or in their career path?

Kate Brodie:

Yeah, absolutely. I really believe that anyone can get into anything if they put the effort behind it. And so I really think that no one should ever put limits on themselves. For me, it was partly because I was surrounded by really great people who supported me in trying lots of different things. And I think the way in which you build your confidence and start to move between different disciplines is by getting your hands dirty and just having a crack. So, I think it's important particularly and in this day and age for people to be open and not really put strong defined titles on themselves so that they do have a sense of freedom to kind of move around and try different roles because ultimately what is available today is probably going to look very different in 30 years time so... Yeah.

Hayley Rodd:

And do you still consider yourself a marketer or are you something, hybrid? What are you now?

Kate Brodie:

I would say that I am a technologist. I think that it requires the ability to have a bit of a marketing brain because you need to know how you're going to apply it in order to make a real impact, whether that's for customers, employees or commercially. But definitely with a strong kind of technology digital focus now, I wouldn't say that I would be purely seen as a marketer these days, but definitely it's about having that broad skill set and I think marketing's critical to being able to create great products.

Hayley Rodd:

Perfect. So, when I think of AI, I think of self-driving cars, someone who is very new to the technology industry myself. Could you unpack, I guess what AI means for Optus?

Kate Brodie:

Mm-hmm (affirmative). I think that what you've just said is shared by many. Artificial intelligence is just such a broad concept and it really is related to creating intelligent machines that can ultimately perform tasks or imitate behavior that we might consider human life. And so that can range from really narrow experiences like reading a brochure in a different language using AI to kind of rate it in the language that you can understand to kind of these macro experiences like you've just described with self-driving cars and completely changing the way that we travel. So, I think that AI is such a broad term where it will mean different things for different groups. At Optus, it's about creating lasting customer relationships with people and allowing them to connect with others. And so where we use AI in a variety of different places, it can be in our products themselves.

Kate Brodie:

So for instance, we just recently launched a really amazing product called Call Translate. And that's where in the call you can actually interact with people in different languages on that same phone call so breaking down those communication barriers that have existed before. So that's super exciting. And then there's other places where we're using it, for instance in our sales and service functions that we can more easily automate the simple tasks and give more time to our people to grow and create those types of relationships with our customers. So, we're using artificial intelligence in many different ways, but I think it's really exciting in everything that we do, it's more driven towards how can we create a better customer experience. It's not about the technology in of itself, which is what I really like about it.

Hayley Rodd:

Yeah. Nice. And it sounds like that that call translation would just... Could have so many applications and have... I'm even just thinking about in this COVID circumstance we... You're trying to get a message across to people to stay home and all those sorts of things like... Wow. Okay.

Kate Brodie:

Yeah. And there are some beautiful stories of people who are not able to go home with their young kids, travel home to their countries where their families are. And so they can have the grandkids talking to the grandparents more easily as they are learning different languages. So, it's really cool.

Hayley Rodd:

Wow. That's beautiful. So, in your title, there is, I, maybe assume it's an abbreviation, but it's somebody that says CCAI. Could you tell me what that is?

Kate Brodie:

CCAI stands for Contact Center Artificial Intelligence and it's actually a program of work that is used increasingly by different industries and refers to a particular product that Google is working with companies on. And so it's about re-imagining your contact center. So traditionally today banks, telecommunications companies, big organizations with lots of customers have a lot of customers that contact us regularly. And so this is a way of actually, how do we use AI to increasingly get to a point where you don't need to reach out to us but instead we're reaching out to you to better optimize your experiences with us. So, that's a little bit more of a program piece that's attached to my title at the moment.

Hayley Rodd:

Wonderful. So, prior to your current role, we're just going to get into the Agile space, which I know you seem extremely excited about at Optus and it's had some, I guess will be changes in the... Or it has some... Helped some massive changes at Optus. Before your current role what was your experience with that job?

Kate Brodie:

My current role and my experience with Agile has evolved. So, a couple of years ago, we rolled out Agile at a very large scale across our enterprise. So previously we had been using Agile in our IT teams for software development, but we actually started to roll out agile for product development. And I originally started as a product owner. So I was given a goal around creating a chatbot from scratch that would be supporting our teams. And with that, our Agile transformation involved breaking down the silos of divisions. So functional divisions. We started to merge into cross-functional squads and our squad was given the autonomy and the ownership to take on a particular initiative, and in my case, it was chatbot. And so I've actually experienced multiple roles within Agile including as a product owner and as a chapter lead, which was where I looked after a particular craft of people who run across multiple squads in Agile.

Kate Brodie:

And now more recently, I've got squads that are working within my area to produce these products and these outcomes for us. My experience with Agile has been brilliant. The amount of impact that it's had on our company is incredible. So, over the last couple of years, and this is pre COVID, we had a big target around moving towards a really digital led experience. And so we've seen our customers who used to choose digital around six...

Kate Brodie:

Around 65% of our customers would choose digital a couple of years ago and now it's more like 85%. So these big swings have come as a result of, I think, breaking down those silos and working in a more Agile way. Just on that I think what I like about Agile is that it's not about showcases and stand ups, it's actually about the culture that Agile allows for. So I think it allows for a lot more ideas and innovation because you have this mix of people who didn't traditionally sit with one another being together. And then also you can just deliver faster because you can cut through a lot of noise by working together. And the last piece I think is definitely that ownership and accountability for driving an outcome as opposed to delivering a piece of the puzzle, I think, yeah, Agile's been massive for us.

Hayley Rodd:

So, and you said that it was a big roll out across the organization. So does that mean that everyone within Optus works within an Agile framework or is there still sections that I guess don't employ Agile.

Kate Brodie:

There are areas of the business that aren't completely agile at this point in time. And I think they are areas of the business that makes sense. So sometimes in research and the like, you need to have a bit more freedom to sit back and ideate, although they would adopt principles of Agile so that they time box ideas and the like. From a delivery perspective, most of the organization has transformed into Agile delivery.

Hayley Rodd:

Wow. So it sounds like your customers would be seeing a lot of value from the organization transforming to Agile. You said before that there was a lot of people in your life who allowed you to do things you felt confident in your ability because I guess they helped you get there. So, has there been a mentor that I guess you look back on in your career or even now that has had an impact on where you are?

Kate Brodie:

I think that I've had a lot of different people who have been my mentor at different stages and who I would call upon now. So, I like to probably not have one mentor, but sort of look at the variety of people and their different skills and take a little bit of this, take a little bit of that, learn from this person on a particular area. There have definitely been some people who stand out. And so, early on one of the things that was really useful for me was being supported by a particular general manager who basically sort of pushed me into digital and technology and sort of, I was just very fortunate that he believed in me and said, "Now, you can run this area." I had never really been exposed to it. This is 10 years ago when digital was still sort of seen as more of a complimentary area as opposed to core, to a business.

Kate Brodie:

And by him supporting me in having a go at everything that's been... That's actually one of the most pivotal moments I would say in my career very early on that that's really led the way for me to increasingly get into the area that I'm in today. And along the way, obviously, there's been many people who have made a huge contribution to where I'm at and they're both in my career, but also outside. So, people that you play sport with people that you just have, that you share different stories with, I think that often you take a little bit from everyone and hopefully you give back something to those people too.

Hayley Rodd:

Yeah, I'm sure you do. So, is there any... Looking back on all those people that you've had throughout your life who have helped you get to where you are, is there a piece of advice that might have stuck with you that you could share with us?

Kate Brodie:

There's lots of different advice. I think one of them is, no risk no return. I really do think that you have to have a crack, you have to put yourself out there. The things that always been the most satisfying experiences have been by having a go at something that I hadn't done before. So I think no risk no return is something that I definitely subscribe to. And then in terms of some practical advice, particularly as a female, I think in your career, something called the assumptive close, which is a sales technique, around almost not asking if someone would like something but sort of implying that they would. I actually would say that I use that technique not to necessarily directly sell to someone, but in everything that I do and I would really encourage most people to use it. It was some early feedback in my career and it's been quite useful along the way.

Hayley Rodd:

Yeah. [inaudible 00:18:51] after working in real estate for a little while, I think a lot of real estate agents also assume the sale. So, and it just it... I think it can help with the confidence and going in there and I guess almost putting yourself in a position of power in the conversation when you assume you've got this in the bag. So yeah, it probably comes naturally to some people more than others, myself included, but I would struggle with that, but that's a really good piece of advice. So yeah, I'm sure that it will be helpful for a lot of people who are listening to the podcast now. So what about... What's your proudest moment as a leader there at Optus so far? I know that you're in Vogue recently. That's an amazing moment. And as a person who's known you for a really long time, that was a proud moment for me to see someone that I'd known do that, but for you, what's the proud moment?

Kate Brodie:

[inaudible 00:19:58] I think probably my proudest moment is when I've launched something large. So recently we launched a large piece of technology that will change the experience for our customers, but it wasn't as much the launch as it was looking around me and seeing the people that are there with me doing it. And there are quite a few amazing people that I get to work with. And having sort of started with a few of them in the early days, a few years ago, where we were sort of spitballing ideas and we had no products to now having large products that make a real impact to Australian consumers and to our business. It's those moments where it's actually the team around you that it... I'm most proud of. It's just the high engagement and the drive and the culture that we've created where people want to work in this area and we all enjoy creating these experiences together. So I think definitely I'm most proud of the team culture and environment that we've set.

Hayley Rodd:

Yeah. Sounds amazing. We're lucky enough here at Easy Agile to have, I guess the same... A culture that you can be proud of as well, so, I can understand how it can be something that makes a huge impact every day. So, we're getting close to the end of our time together, but again, I guess I wanted to touch on a bit of gender diversity. So how does gender diversity benefit technology companies? What do you think?

Kate Brodie:

I think diversity in general is going to benefit any business and particularly technology businesses, because it's imperative that you have a representation of the population and the people that will use your technology and the experiences that you're trying to create. So I think that it's only by ensuring that we are tapping into the entire talent pool, that we can represent people and represent customers, but also we're going to get the best ideas. And so that's gender diversity but also culturally and in every sort of facet, the more that we can tap into the entire talent pool, the more we'll create better experiences, better technology, solve more of the world's problems and capture more opportunities.

Hayley Rodd:

Mm. Fantastic. And last question, what advice would you give a young woman hoping to enter the technology industry or a technology company?

Kate Brodie:

I would say go for it. I would say don't ever put limits on yourself and speak up, learn as much as you can and get your hands dirty because it's through that kind of confidence... Oh, sorry. It's through working with lots of different people and creating things with people from scratch that you'll gain your confidence as well. And always ask, don't sit there waiting for someone to sort of tap you on the shoulder, ask for that new opportunity, ask for the salary increase, ask, it won't hurt. I promise.

Hayley Rodd:

That's a good advice. What's the worst they could say?

Kate Brodie:

No, exactly.

Hayley Rodd:

No, yeah.

Kate Brodie:

Yeah. And that's why.

Hayley Rodd:

Or they might say yes. And then that's awesome too. Okay. Well, thank you so much, Kate, for your time. That was really wonderful. It was wonderful to catch up, but it was also wonderful to hear from someone who's so young in their career, has... But has also done so much and who has reached some amazing goals, has a team behind them. And I think that there's so many people who will watch this, myself included, who will learn a lot from you. So I really appreciate your time. Thank you.

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"I really enjoyed my conversation with Andrew Malak. We talk integrating agile techniques and tips on how to achieve a culture of accountability"

Andrew is a firm believer that the customer trusts your business by joining, and you have an obligation to repay that trust by helping them achieve their outcomes.

Enjoy the episode!

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Transcript

Teagan Harbridge:

Welcome to another episode of the Easy Agile Podcast. I'm Teagan, head of product here at Easy Agile. And we've got a really exciting guest on the show today, Andrew Malak from Spaceship. He's the chief product officer. Andrew is a true believer in creating products and experiences that solve customer problems. He believes that the customer trusts your business by joining, and you have an obligation to repay that trust by helping them achieve their outcomes. In his current role, Andrew aims to help people take control of their wealth from a young age, educating good money habits and helping people invest where the world is going. Andrew is a family man who loves his time with his wife and children. And believe it or not, he uses agile techniques in his personal and professional life. Andrew is an economics geek. He plays and coaches soccer, football. He's a big Liverpool supporter, loves to travel, loves amazing architecture, and loves working with children.

Teagan Harbridge:

There were so many takeaways from my chat with Andrew that I really struggled to pair it down to three. But if you say tuned, here are some of the things that you're going to learn from our chat with Andrew. Why we should stop using the term agile transformation and start calling it an agile evolution. Why it's important to be open-minded to our own limitations so to break the old mindset of protecting original scope. And tips on how to achieve a culture of accountability. So I hope you enjoy. Andrew, can you tell me a little bit about Spaceship?

Andrew Malak:

Oh, fantastic. Well, thank you very much for, first of all, having me, Teagan. Spaceship is a business that's on a journey to make good money habits and investing accessible to all people. So what we look for is trends to do with industries or companies who are building the future of both industry or economies. We invest in them for the longterm, we break down barriers of entry for people, we give them a fee-free product under $5,000, no minimum investments. It's really easy to sign up. You simply download an app and you sign up and make one product selection decision, and you're done. You can start investing on autopilot. We allow you to also invest your superannuation in a not too dissimilar way.

Teagan Harbridge:

So tell me a little bit about who your target customer is, then. Because it seems like you're trying to make something quite complicated accessible for maybe first time investors.

Andrew Malak:

Well, you're absolutely right. There's a niche segment of people out there at the moment, millennials or even gen Zs, that we just don't think have been well serviced by the incumbents. And what we're trying to do is resonate with these young people as much as possible. We're trying to reduce industry jargon and really make things simple to them, because investing doesn't have to be complex. It's really about a lot of discipline around, if I can manage my personal P&L, or money in, money out, then I can create a cash buffer that can go into my assets column on my balance sheet. That's really what we're trying to do. And that kind of language, if we can get it right, can really simplify things that have typically been in the hands of financial advisors and accountants and give it back to everyday Australians who are starting out in their investment journey.

Teagan Harbridge:

Yeah, awesome. And you've been on quite a journey before landing in the FinTech space as the Spaceship CPO. So can you tell me and our audience a little bit about what that journey has looked like?

Andrew Malak:

Oh, where do I start? If you asked a graduate Andrew Malak what he'd be doing now, I don't think I would've been speaking about this because at that point in time in my career I didn't know this space would actually be around, if that makes sense. So I'll go back to my younger years, and I always thought I was going to be an architect. I had this fascination with bridges and I wanted to design things and see them come to life. And let's just say that I do that in different ways right now, but I started out working in CommSec on the trading floor. I moved on to work as a business analyst, and that's where I started my critical thinking into how businesses work and how things can be made more efficient.

Andrew Malak:

I dabbled in teaching for a little bit, I taught high school economics and religion for a little bit. And then I eventually landed in a product role at St. George Bank prior to the merger with Westpac. At that point in time, the light bulb really came on. I realized, "Hey, I like creating things. I like to change things. I don't like to just do things," if that makes sense. And that wondering mind that doesn't like the conform was finally let loose, if that makes sense. And I haven't stopped enjoying it. I loved my time at Westpac, made lots of friends, worked on really cool, successful projects, and implemented lots of things that had great results. Worked on lots of things that have failed miserably and learnt a lot out of that. And when the opportunity at Spaceship started to surface late last year, it was just too good an opportunity to not really come in and have a go. So yeah, it's been quite the journey.

Teagan Harbridge:

Yeah, wow. And I love a good failure story. And you said you've had lots. Can you think, just off the top of your head, what one of those big failures has been?

Andrew Malak:

Where do I start? I think our first attempt at taking a digital experience to allow customers to acquire a product online was quite a failure that taught us a lot. We basically took the systems that our back office staff used and just made it available to customers. And the real good learning out of that is there was a lot of traffic and a lot of demand, but not enough completion ever. And the best learning that came out of that... This is back in 2006, so internet speeds were just starting to pick up. Broadband was starting to go mainstream and customers' trust around doing more transactions that used personally identifiable data was starting to normalize at that point in time. Up until then, people quite reserved thinking, "I'm going to lose my personal data," et cetera. So when we decided to do that, we saw that there was a lot of demand but we quickly came to the realization that we used to train staff for four to six weeks on how to use the systems before they knew how to service customers using them.

Andrew Malak:

But then we've deployed it into production for customers to self-service and realized quite quickly that the experience for customers had to be much more guided than the experience for a staff member. This is where the evolution of usability or design thinking started to come in. We started thinking of, "Well, how do we make these things so easy that a first-time user can go end to end and not encounter friction?" And this is where our understanding of design principles, customer testing using verbatim and anguage that can resonate with a first-time user becomes critical to the execution. It's not just good systems but it's good user experience sitting on top of systems.

Andrew Malak:

That's probably the one that resonates with me the most because I've held that to a very high regard throughout my whole career. Now everything I do I think of, "Where's the friction? How do we make sure there's no friction? What's the customer going to feel throughout this experience? How are we creating unnecessary anxiety in that experience for the customer, and how do we move that away? How do we become more transparent but still be simple?" And yeah, that's probably the one that resonates the most.

Teagan Harbridge:

Seems like a tremendous learning opportunity early enough in that project and something that's stuck with you since, so great learning opportunity.

Andrew Malak:

Absolutely.

Teagan Harbridge:

We've got a ton of customers who are at all stages of their agile transformations, and I know that this is something that you've had experience with if we go back to your St. George, Westpac days. Can you give our audience any tips or stories that you encountered when you were going through those agile transformations? What lessons can you share with our audience?

Andrew Malak:

Oh, I have lots of lessons to share, actually.

Teagan Harbridge:

This is what I love.

Andrew Malak:

Look, I like to position it more as agile evolution more than agile transformation because no matter what you try to do, you're not just going to drop waterfall and become agile next morning. Honestly, I've seen so many attempts and every single time I see that the graduality of the change is a better predictability of the final outcome that you're going to land. So ultimately the Holy Grail that everyone's aspiring to is that, as a leader, you can rock up to a team stand up unexpected and then, without being told who is in what role, who the product owner is, who the engineer is, who the QC is, who the designer is, it becomes hard for you as the leader to work out who's who because at that point in time the team is so well converged on customer outcomes that they will self-organize themselves around what each person needs to do.

Andrew Malak:

And most of the language being used is really around, what are we trying to define the customer? What's the best thing to do within the capacity that we have to deliver this feature to market as quickly as possible, capture value for the customer and the business as much as possible? This takes a long time to get to, where you can start normalizing to a standardized, common set of goals, common cadence, and common ways of working. And I think it's ultimately about how much empowerment you can give people and how much as a leader you can relegate yourself in the background to allow them to work it out themselves as long as you're coming in and nudging things along the way and helping people course correct along the way. So the good news is that I actually think at Spaceship, we're pretty close to getting there.

Andrew Malak:

We have been running scrum and we have been running sprints for a long time, but it has been largely ceremonials. But over the last quarter, we've done a really good job at embedding more cross-functional people into these teams. But the goal for us is that now we feel like our throughput has actually increased and that the constant flow of information between the teams is becoming more natural and there is actually less ambiguity between the teams around, "All right, we built it this way. The API is no longer consumable. It doesn't fit what we're trying to do from our front-end and there's less back and forth." So we can really see that the amount of friction between persons in the team is really starting to reduce dramatically and we're starting to see that throughput really increase. Having said that, the best way to go about an agile transformation is just get started.

Andrew Malak:

You can sit and plan out things and plan towards utopia as much as you want or you can actually just get going. So when I say by get going, I say you have to start by getting buy-in from all the leaders of the different cross-functional teams, because if you don't have that buy-in at the leadership level, it's just not going to work because there's going to be blockers, there's going to be escalations. And if all these things result in conversations around, "Should we keep doing this?" Or, "Hey, maybe this is not the right thing to do." That needs to be off the table really early on and it needs to be a total commitment at the leadership level that we're going to make this work and whatever we encounter we're just going to fix forward. Once you have that commitment at the leadership level, you need to very clearly define the values that the team is going to be handed to work with, because agile itself, it's not a process, it's a set of values that the team needs to just take and start working with.

Andrew Malak:

So we could go and rattle individuals and interactions over processes and tools or working software over comprehensive documentation. Well, give these to the team and they're going to say to you at day one, "We can't go to all of that straight away." So they might actually say that day one, "We're still going to need some documentation because we're not comfortable yet. We don't understand the language of the other people in the scrum team well enough to be able to go and actually code off the back of a conversation." But by the 10th sprint, the 20th sprint, that misunderstanding of what the product owner wants or what the designer is trying to achieve in an experience starts to become embedded in the mind of the engineer.

Andrew Malak:

The engineer understands the customer a lot more, and then you can make do with less process and less documentation and less negotiated outcomes and more commonality across the team. The other thing that then starts to kick in at that stage is that ability of the team to pivot in response to a change and not see that as a threat to what they're trying to achieve. The old ways of working was, define that scope, protect that scope, and not let things disturb that scope, whereas if you're halfway through a project and you get some really good information that tells you that maybe you are not on track to achieve a good outcome, you should be welcoming that. And the team itself in the beginning is going to find that an irritation, but over time they'll become more comfortable with pivoting off the back of new information.

Teagan Harbridge:

Yeah. It's a big mindset shift. I was just having a discussion today about, where does being agile and being reactive, where's that line in the middle. And when does taking information and pivoting because you think something will be better, when can we break that mindset of, "Oh, we're just being reactive?" No, we're being responsive.

Andrew Malak:

Yeah, yeah. And look, I think the word reactive itself naturally has a negative connotation to it, but agility in mindset allows you to flip that on its head and say that no one can work things out in totality to 100% of what's possible, so being open-minded to our own limitations first and foremost allows us to acknowledge that when new information comes in, it is because we didn't think through the solution 100%, but let's also be okay with that because no one can. So I think it's flipping on its head and acknowledging it upfront and saying that this is going to happen, but when it comes we will assess the information we have with the capacity we have with how far progressive we are and make a decision that's right for us, for the customer, and for what's possible.

Andrew Malak:

So I take it as the more information you get along the way, the more reinforcement of, are you doing what's right or should you pivot and change at that point in time? The other thing that happens really early on is that if you as a leader can create a really clear vision around customer outcomes and establish your first cross-functional team and hand over that vision to the team, it becomes theirs. Don't hand over the backlog to the team. Don't give them a ready backlog, just give them the vision and then tell them, "You guys work out what your backlog looks like." When they come up with their own backlog, as long as you as a leader don't see that it's just a list of Hail Marys in it and there is a fair bit in there that is well spread out between hygiene things, strategic things, and a few moonshots and the balance is right, if the team has come up with their own backlog, the motivation they have to build their own ideas just goes through the roof.

Andrew Malak:

And that's what you want to achieve. You want to achieve clarity that the work fits with the vision and the motivation that you get out of the backlog being created by the team itself gets you that throughput enhancement. The other thing that you're going to struggle with really early on is chunking things down to fitting within the sprint cadence. I think that's one that's often been my biggest challenge when moving towards agile practices early on. Typically in the first few sprints, you always have overruns and things don't complete in the sprint because we end up thinking we can do more than we can and it takes us a while to work out, in wrapping up something that becomes shippable in a sprint, you probably take a little bit less in that sprint because you've got to test it or you've got to do a release in that sprint, or you're going to do a PIR in that sprint, or you're going to do a lot of retros in that sprint. Start to sort of formulate what you're going to take through the next planning cycle.

Andrew Malak:

So you've got to budget to that capacity, and I'll find that teams underestimate the magnitude of that work. So be okay with that. Overruns in the first few sprints don't mean you've failed, it means you're learning how to plan better. And then make sure your retros and your pivot off the back of that into your next planning sessions is taking information that is now new to you, and making sure you're working with it. I think as the leader, though, you have to set the expectations that teams can make mistakes and that it's a safe environment.

Andrew Malak:

And I've seen many agile... I was about to use the word transformation, even though I've just said I don't believe in transformation. Any teams that are adopting agile principles expecting that in their first few sprints they don't have any hiccups, and that if throughput falls in the first few sprints, then there's a bit of a, "Oh, well you told me this thing was going to increase our throughput." Yeah, but not straight away. So I think just being realistic with yourself and what's possible, and that shift in itself, until it normalizes, takes a bit of getting used to. The teams need to know it's a safe environment, that if their productivity suffers, if they make mistakes or if they break things, it's going to be okay. We'll fix forward.

Andrew Malak:

But then also there comes a point in time where we have to be very clear about the culture of accountability around using that capacity really well. So what I've found, that the best use of that is the showcase. And what we've done at Spaceship, because we're trying to reduce the amount of ceremonies, we've combined both the planning playback in a sprint as well as the showcase into the same ceremony. So what we do is we play back what we built last session using a demonstration of working software and comparing the amount of work we've executed versus what was planned in the previous sprint. We're saying we've got 80%, 90% through the work and this is what it looks and feels like, and this is what we're deploying to the customer. Then we actually showcase what we plan to do in the next sprint.

Andrew Malak:

And that's part of the showcase, is our hand on heart commitment to, "This is what we as a team are committed to doing in the next sprint." And then that accountability to the organization becomes something that keeps us on track throughout the sprint. As distractors or things that are not committed in the sprint come our way, we quickly think about, all right, can we accommodate these things? Do they need to be done? Are they going to take us off track with what is planned? Are they important enough? Is it a major defect of production, and can customers no longer access our app? Well, drop what you're doing and attend to that. Otherwise, if it's not material, keep focused on the work that you've committed to in front of the organization.

Andrew Malak:

After this you're going to start to experience some growing pain, and the growing pain is good because it means that agile is working and more teams or more feature opportunities become possible for the business. There's going to be a lot more hype around moving to agile. Other teams are going to come across and say, "Oh, how do we piggyback off what you're doing?" Et cetera. This is good. This is good, but what it means now is that some new risks are going to actually start to be introduced. Working with common code, common dependencies, or even common people being needed to be doing multiple things just means that you now need more coordination. I'd say to anyone who reaches this point in time, this is where people feel compelled to start introducing some new roles, coordination roles. And I'd just say, be careful because that can start add to your overhead really quickly.

Andrew Malak:

I find the best way to ensure that teams continue to be in sync is with the right dialogue at the right level with the right rhythm. And this is where I think keeping it simple to just the scrum of scrums works really well. I like the scrum of scrums to be balanced between both product owner and tech lead from each team being present, and a cadence of one to two times per week works really well. And as long as the product owners across the teams and the tech leads across the teams know what the other teams are working on, know what could impact their own work from a release perspective or scheduling perspective or an environment perspective, I think that tends to work really well as well.

Teagan Harbridge:

Yeah, wow. Lots of nuggets in there and certainly things that resonate with our experience here at Easy Agile, being a small company that's grown really quickly. So I can definitely relate. We've had conversations about, do we introduce new roles into this company? We've introduced a new cadence of meeting rhythms only the last couple of months, so we're going through these things too.

Andrew Malak:

Absolutely. Absolutely. What have been your biggest learnings so far?

Teagan Harbridge:

I think that you cannot underestimate communication, and it really does come back to that cadence and that rhythm with the team. And we're experimenting at the moment with a daily huddle where we're talking about, how do we embed showcases more regularly in our cycles? We've got a big demo at the end of the cycle. How can we make that a more ingrained part of our culture? And it really does come back to that culture of accountability as well. So yep, it's all resonating.

Andrew Malak:

Yeah, absolutely. Look, you can go to whatever industry you want but the problems are usually similar. And the great thing is that having these conversations is very important to fast-tracking your way forward, because your problem is not unique to you. Someone else has seen it in someone else has figured out a way. And I think what I like about the FinTech industry is that we compete on products and services, but there's a lot to learn from each other. And even if you just go outside of FinTech, there's a lot to learn from other industries who have adopted agile practices.

Teagan Harbridge:

If we take a bit of a flip, we've gone from your professional career and your experience into a more personal level. You mentioned that you use agile techniques outside of work. So I'm not sure if many others are in the same boat, but can you elaborate on this? What does that mean? What does that look like?

Andrew Malak:

Okay, I hope you don't think I'm extremely weird. We actually have a family campaign. So I guess if I go back to how we've come to actually doing this. Becoming parents, we would look at our children and see so many things that we want them to be better at. And in trying to give them constant feedback, which felt like the feedback was so much that it's all being drowned out because there's so much of it. In fact, my oldest son actually gave me that feedback. He goes, "Dad, why don't we focus on one thing at a time?"

Andrew Malak:

And I was like, "Wow, okay." For a ten-year-old to tell me that, that was amazing. So we came to realize that we needed to narrow and focus on one improvement area at a time, and we don't move on to the next one until we've actually closed out the first one. For example, my oldest son, very clever boy. We're trying to focus with him on the discipline of process over just getting the answer right, because he is clever and nine times out of 10, ask him a question, he's got the answer and he just wants to say it.

Andrew Malak:

But we've started to try to break down the question and work more on the process with him so that in following the process, coupled with his natural ability, we will get more answers right more often. And that's what we're working through at the moment. So our family's scrum wall at the moment has a mix of things on it. Everyone has their own swim lane, and in each swim lane there are a few tasks, some related work or study, some relating to household chores, some related to health or exercise, and some related to acts of kindness. And what we aim to do is make sure that we're moving things across in all four categories every single day. So yeah, you can use agility wherever you'd like but I think that mindset in general, that if I wake up every day and do things that make me better than I was yesterday, then I'll get to keep moving forward in my personal life as well as my professional life.

Teagan Harbridge:

And do you have WIP limits?

Andrew Malak:

We don't at the moment, and we're not doing showcases at the moment. We'll see how we can introduce them in the future.

Teagan Harbridge:

And how was the introduction of a Kanban board at home? How was that received by the family? Have they enjoyed it, has there been any feedback?

Andrew Malak:

Well, it wasn't actually planned. It started by just sticking some Post-its up on the fridge to remind us of stuff. And then one day I said to my wife, "You know what? This reminds me of what we do at work. Why don't we formalize it?" She had a bit of a chuckle but then one day she came back and then she found it there. So yeah, it wasn't really planned.

Teagan Harbridge:

Awesome. And you've already been super generous with your time so I'll close it out with one final question. What advice do you wish someone would have given you when you took the leap from product management into product leadership?

Andrew Malak:

Yeah, that's a really good question. I think first and foremost, that you've got to make sure that you drop your need for perfectionism, because first and foremost, you might have been the best product manager yourself. You might have been amazing. And I'm not saying I was, but if you were and you step up in leadership role, you're going to have people of different abilities working for you. And what you need to understand is that they're going to need some time learning their role and learning their trade. And just don't get in the way of them learn. So for example, you might see someone doing something that may not be the best or most optimal use of that capacity in that sprint. You might feel the urge to jump in and course correct. But if you let them go and just hear their feedback post the retro, they might've had that learning themselves, and a learning that they get for themselves rather than being told by their leader is going to be much more useful for them.

Andrew Malak:

You have to drop your need to make decisions and be in control because, again, the more you can relegate yourself to a servant leadership role and let the team make decisions, when they make decisions and now have to go back up that decision with execution, they're more likely to put their heart and soul into it. The more they feel like you are going to make the decisions, the less inclined they are to think through problems themselves, and then they'll keep bringing the problems back to you. So every time someone asks you a question that has a black and white answer, throw it back to them and ask them what they think, because that way you're coaching them to work it out themselves. And then the last thing that's really important is, I feel like it's really important to think through how your organization allows you to be different and take advantage of that differentiation.

Andrew Malak:

So for example, at Spaceship here, because we're small, we're not a large corporate, our customers are a little bit more forgiving. So you have a limited capacity to build experiences and you can't do all things at the same time. Understand that and take advantage of it, and get your team to also learn that. Because if you're trying to how the all edge cases, it will take a lot longer to get something to market and you might use a lot of the team's capacity to build edge cases. And you can't really afford that when you're in a start-up.

Andrew Malak:

So for example, we launched a new investment portfolio yesterday. We launched the Spaceship Earth portfolio, our first sustainable investment portfolio and it's a sign of more things to come hopefully in the sustainability space. But in launching that, we knew that we have a limitation in our experience or our product set today where each customer can only have one portfolio. We knew that existing customers would want to invest in sustainable investing, but our commitment to them is that it's in our backlog and it's actually the next feature that we're actually going to take to market.

Andrew Malak:

And in explaining that to our customers, they've been very understanding, that they know our throughput is limited but they also know that their voice is being heard and we are building the things that they're telling us about. So I would say that the best piece of advice to tell my young self is to make sure that you get the balance right between the voice of the customer. That's going to tell you all the hygiene things that your product lacks in terms of experience or gaps. And then get the balance between new strategic things that you can go after and new things that you can take to market, as well as a few Hail Marys every now and again. We call them moonshots. They may or may not work, but it's exciting, and if it works, can 10X your volume. And they are the things that are likely to go viral. So getting the balance right is very important.

Teagan Harbridge:

It's been wonderful, Andrew. I've definitely taken a lot away from our chat today, and I'm sure our audience will too. So thank you again so much for your time, and good luck.

Andrew Malak:

No Teagan, look, thank you very much. And it's been a pleasure speaking to yourself and Easy Agile, and I wish you guys all the best too.

Teagan Harbridge:

Awesome. Thanks Andrew.

Andrew Malak:

Have a good afternoon.

"It was a pleasure speaking with Ray about empowering teams and helping people reach their full potential" - Mat Lawrence

Mat Lawrence, Chief Operating Officer at Easy Agile is joined by Ray Arell. Ray currently works as the Director of Agile Transformations at Dell Technologies, is the host of the ACN Podcast, and the President Of The Board Of Directors for the nonprofit Forest Grove Foundation Inc.

Ray is passionate about collaborative and inclusive leadership, and loves to inspire and motivate others to achieve their full potential. This is exactly what Mat and Ray dive into in this episode.

Ray and Mat explore the concepts such as inclusive and situational leadership and the connection to agile ways of working, empowering the organisational brain, and fostering authenticity within teams.

This is a fantastic episode for aspiring, emerging and existing leaders! Lots of great tips and advice to share with colleagues and friends and understand the ways we can be empowering and enabling one another.

We hope you enjoy the episode!

Transcript:

Mat Lawrence:

Hi folks, it's Mat Lawrence here. I'm the COO at Easy Agile and I'm really excited today to be joined by Ray Arell. Before we jump into our podcast episode, Easy Agile would like to acknowledge the traditional custodians of the land from which we're broadcasting today, the people of the Gadigal-speaking country. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal Torres Strait Islander and First Nations people joining us today. Ray, thanks for joining us today. Ray is a collaborative and inclusive leader who loves to inspire and motivate others to achieve their full potential. Ray has 30 years of experience building and leading outstanding multinational teams in Fortune 100 companies, nonprofits, and startups. Also, he's recognized as a leading expert in large-scale agile adoptions, engineering practices, lean and complex adaptive systems. So Ray, welcome, really good to have you on the podcast today.

Ray Arell:

Thank you.

Mat Lawrence:

Love to get started by understanding what you enjoy most about being an inclusive leader and working with teams.

Ray Arell:

Yeah, so I've been in leadership probably for about 15 years, leading teams at different sizes. When you have the more intimate, smaller teams of maybe five or six people, upwards of teams that are upwards of several hundred people working within an organization that I might be the leader of. And what I enjoy the most about it is just connecting with the talented people that do the work. I mean, when you go into leadership, one of the things that you kind of transition from is not being the expert person in the room that's coding or doing hardware development or something else. You have these people who are now looking for direction or vision or other things in order for them to give them purpose in order to move forward with their day.

And I enjoy coaching. I enjoy mentoring. I mean, a lot of my technical side of me is more nostalgia now more than it is relevant with the latest technologies. There's something rewarding when you see somebody who can, if you think of Daniel Pink's work of autonomy, mastery and purpose, that they suddenly find that they are engaged with the purpose that we're doing as an organization and then the autonomy for them to just do their day and be able to work and collaborate with others. And that's always been exciting to me.

Mat Lawrence:

I can relate to that. Yeah. I think in our audience today we're going to have a mixture of emerging leaders, aspiring leaders, and experienced leaders. I'd love to tap into your experience and ideally rewind a little bit to earlier in your career when you were transitioning into being a leader. And I'd love to understand around that time, what were some of the successes that you saw in the approach that you take that you've been trying to repeat over the years?

Ray Arell:

Well, I think early on, I think, especially when you grow up through the technical ranks, and suddenly at least the company that I was with at the time, very expert-based culture, if you were the smartest person in the room, those are the people that they looked at and said, "Okay, we're going to promote you to lead, or we're going to promote you to manager or promote you into the leadership ranks." I think looking back on that, I think Ray 2.0 or Ray 3.0, whatever version I was at the time, that I very much led from that expert leadership stance, which is sort of I know what is the best way to go and approach the delivery of something, and everyone should be following my technical lead for however this product comes together.

And I don't think that was really a good approach. I think that constrained people because you ended up being more or less just telling people what to go do versus allowing them to experiment and learn and grow themselves in order to become what I had become as a senior technical person. And so I think lesson learned number one was that leading a team from an expert slant I think is probably not the best approach in order if you're going... especially if you think of agile and other more inclusive teamwork type of projects, you're going to want to give people more of a catalytic or a catalyst leader type of synergistic-based leadership style so that they can self-organize and they can move forward and learn and grow as an engineer.

Mat Lawrence:

Are there any times that stand out for you where you got it horribly wrong? I know I've got a few stories which I can happily share as well.

Ray Arell:

I'd love to hear some of yours. I think horribly wrong I think is... The question is is anything ever really not fixable, not recoverable? And in most cases, most of the issues that we've dealt with were recoverable. I think that looking at, and again, kind of back into that stance of well, am I creating a team or am I creating just a group of individuals that are just taking their work from the manager and I'm passing them out like cards type of thing... I think early on, probably the big mistake was just being too controlling, and the mistake of that control meant that I couldn't have a vacation. Others were dependent versus being interdependent on one another. And I think that made the organization run slower and not as efficient as it could be.

Mat Lawrence:

I've certainly been guilty of that same approach earlier in my leadership career where I became the bottleneck, absolutely.

Ray Arell:

Yeah. Exactly.

Mat Lawrence:

And to recognize that, it can be quite hard to undo, but it's definitely worth persevering with. Something else that I was fortunate to get some training in situational leadership, oh, probably nearly 10 years ago now. And that really opened my eyes to an approach, the way I was treating different people in my team. But I was treating them the way I first judged them. So if I saw [inaudible 00:07:01] an expert and a master, I would treat them as an expert and a master in all things. And [inaudible 00:07:05] if someone was less capable at that point in their career, I'd kind of assume the same thing. And so I would apply the same level of direction or lack of direction to those people for everything. And in situational leadership, the premise for those who don't know at home, is you change the level of direction that you give depending on the task at hand. Have you used that approach or something similar to guide how you include people in different ways?

Ray Arell:

Well, in order to include people, I think part of it is you need to... As you said, you were situationally looking at each person, and you were structuring it in a way that was from a way, an approach, of very individualized with somebody. I think the philosophy that I... Not everyone is very open or can communicate very well about their skills and their strengths, or in certain cases some people, they might be good at something but they don't exercise it because they themselves feel that that's not one of their strengths, but in reality is it is. So I think that when you're saying from a situational leadership perspective, when you hear somebody place doubt that they could be the one that could do something or to take up, say, even leadership of something, I think part of that just gets into that whole coaching and mentoring and really setting it up and helping them to be successful through that.

And I think from an inclusive perspective, I think there's a set of honesty that you have to bring into your work and humility about being humble about even what you've accomplished. Because in engineering in particular, you tend to see that when you put people into a room, the people who are newer will sit back, and they will yield to who they think has the more experience. And reality is that they came from, say, let's say they just got fresh out of college. They actually might have more skills in a particular area based upon what they just went through in their curriculum that we might not have. And so the question of how do we use the whole organizational brain in order to bring all of the ideas onto the table, I think at times it requires us to be able to be effective listeners and to sometimes just pause and allow people to have the floor and pick up the pen and not hog the space, if that makes sense.

Mat Lawrence:

It really does, and I think I've seen that in every company I've worked in to some level. I'd be really interested to tap into how you go about addressing that scenario. For the people who are listening that would face that situation, it might be the first time they've been a leader and seeing that scenario and observing it. Is there any advice you would give them to help change that dynamic?

Ray Arell:

Well, one, just becoming aware of it. I frequently doodle when I'm in a group of people, and what I'll do is I'll sit there and I'll put dots on a paper of where people are at in the room, and then I start drawing lines between those individual dots if I see the communication happening between certain players. And what's interesting is if you watch that over about a 15-minute period of time, you start to see this emergent pattern that maybe someone's domineering the conversation or they're the focus point of the conversation, and it isn't going around the full room. So then that's when you get to be a gatekeeper and you invite others into the conversation. And then you politely help the ones who are being dominant in the conversation to pause, to just give space and allow those other people to talk and to get that out.

And then I think the question of whether or not what the person says may sometimes be coherent or not coherent to the conversation, or maybe they're still trying to learn about just dynamics of everything. You just have to help to get, sometimes, to get that out of people, and use open words to basically open sentence... I mean, some open questions to pull that out from them. And I think that works really well.

Mat Lawrence:

I love that. I'm a doodler as well. I'm an artist originally in my early career, and I've worked my way into solving problems through tech a long time ago now, but I still can't... I need that physical drawing to help my mind think as much as anything else [inaudible 00:12:30] than just doodling on a pad.

Ray Arell:

Same here.

Mat Lawrence:

Something that you said a little earlier, we touched a little bit on inclusivity. In your LinkedIn bio you talk about being an inclusive leader who loves to inspire and motivate others to achieve their full potential. Something I'm really passionate about is that last part in particular, is helping people achieve their full potential. It's why I love being a people leader and a COO. You get to do that across a whole company. I'd love to first touch on the idea of being an inclusive leader. How do you define what it means to be one?

Ray Arell:

Well, inclusive leadership, there was an old bag that I used to have, a little coaching bag that I used to carry around with me. And at the very top of it said, "Take it to the team," was the motto that was at the top of it. And at the bottom of the bag it basically said, "Treat people like adults." Were the two kind of core things that I think part of what being inclusive is is that I have to accept the fact that, yeah, I'm a smart person, but do we get a better decision if we socialize that around the team? Do we see what other ideas or possibility thinking? Sort of in the lean sense, make the decision as late as you can.

It's more towards the Eastern culture of, well, if I keep the decision open, maybe we're going to find something that's cheaper or better or even just more exciting for our customers. And so I think part of that is knowing that you don't have to be the one that has to make the decision. You can let the team make the decision. And we all embrace because we're empowering ourselves with this was what we all thought, not just what Ray thought, which I think is cool.

Mat Lawrence:

There's a second part to that piece you talked about in your bio around helping motivate others to achieve their full potential.

Ray Arell:

Yeah, yeah.

Mat Lawrence:

Yeah. Let's talk about where that came from for you, that passion, and what are some of the ways you look to help emerging leaders reach their full potential?

Ray Arell:

Yeah, I mean, I was lucky enough when I joined Intel Corporation that Andy Grove was still running the organization at the time. As a matter of fact, he taught my Welcome to Intel class. At the time when I joined Intel, there was only about 32,000 employees. And here's the CEO, founder of the company teaching the Welcome to Intel class, which I thought was incredibly cool, a great experience to have. He oozed this leadership, whatever mojo or whatever it is he is got going out into the environment as he's talking about the company. But he was really strong on the one-on-ones, the time that you can spend with your manager or others within the organization because you can have a one-on-one with anyone within the company. And he encouraged that. And I think that helps to... When somebody is trying to figure it out, they're brand new to the company, and you get a standing invitation from the CEO that says, "You can come and have a conversation with me," I think that sets the cultural norm right up front that this is a place that's going to assist and help me along my career.

And I could tell you that there's been a number of different times that those developed into full-blown, "I'm the mentee and they're the mentors." And in those relationships over time, it's sort of like then you say, "Well, I'm going to pay that forward." Today I have at least six or seven mentees that have all sorts of questions about how do they guide through their career or if they had some specific area that they wanted to go focus on. And it's their time to pick my brain. And in certain cases, if I don't have the full answer, I can guide them to other mentors that can help them to grow.

Mat Lawrence:

I love that approach of pay it forward that you touched on there. It's definitely something that I've been trying to do in the last couple of years myself, and I wish I'd started sooner mentoring. I've had the privilege of working with some amazing leaders in my career who I've learned a lot from. And once I started mentoring, I realized how much I learned by being a mentor because you have to think. You really think about what these people are going through and not just project yourself onto them. And it validates the rationale about why you do things yourself, why you think that way. And it forces me to challenge myself.

And I think if there's anything... I talk to some of the younger people at work who are emerging leaders, and they're exceptional in their own way. They've all got very different backgrounds, but a lot of them don't feel like they're ready to be a mentor. They really are. They're amazing people. And I wonder, have you seen people earlier in their careers try and pass it forwards kind of early on or do people feel they have to wait until [inaudible 00:18:22]?

Ray Arell:

I think it depends. One, I think the education system, at least in the United States, has shifted a bit. When people go for their undergraduate degree, it used to be just they were by themselves, they did their book studies. Very little interaction or teamwork was created for this study. I mean, back when I got my electrical engineering degree, it was just me by myself. There might be occasional lab work and lab projects, but it wasn't something that was very much inclusive, nor did they have people step up into leadership roles that early. I look at now my daughter who's right now going to the university, and everything is a cohort group. There's cohorts that are getting together. The studying that they do, they each have to pick up leadership in some regards for some aspect of a project that they're working on. So I think some of the newer people coming into the workforce are sort of built in with the skills to, if they need to take up leadership with something, run a little program, run a project, they've been equipped to do it. At least that's what I've seen.

Mat Lawrence:

I love that concept. Something that I've been observing and I talk it about a lot with our leadership team and our mentor exec teams for the [inaudible 00:19:56] as well. A lot of the conversation that comes up is around team dynamics, team trust, agility within teams, and to generally try and empower teams, set them up so they can be autonomous, they are truly empowered and they're trusted to make great decisions and drive work forwards. You've got a lot of experience in agile and agile [inaudible 00:20:21] agile leader. In your experience leading agile teams, those adoptions and those transformations, I'd love to understand if you see there's a connection between being agile as a team and those traits that an inclusive leader will have. Is there a connection there in your mind between what it means to be agile and be an inclusive leader?

Ray Arell:

I think so. Because if you think of early on, they established that servant leadership was a better leadership style for agile teams. And so I think when we talk about transformation, some of the biggest failures that occur tend to be more based upon not agile, but on issues of trust and other sort of organizational impediments that had already existed there before they got started. And if they don't address those, their agile journey is painful.

I've heard people say that they've gotten Scrummed before, using it in a really kind of derogatory way of thinking that, well, instead of getting a team of empowered people to go do work within the Scrum framework, they end up being put under a micromanagement lens because the culture of the manager didn't shift, and the manager is using it as a daily way to making sure that everyone is working at 120% versus what we should be seeing in the pattern is that the team understands their flow. They're pulling work into the team. It's not being pushed. And those dynamics I think are something that if leadership doesn't shift and change the way that they work, then it just doesn't work in organizations.

Mat Lawrence:

In the many places that you've worked and coached and guided people on, you've started to come across... There's a term that we've started to use of agile natives where people who've really not known any different because so many companies in world are going through agile transformations, and that'll continue for a long time. But as some companies are born with agility at the forefront, have you experienced many people coming through into leadership roles that don't know anything but true agility and really authentic agility as you've just described?

Ray Arell:

Well, I think it's kind of interesting because as you talked about that phrase, I was thinking about it, about, well, if you knew nothing else... But I can also say that you could become native after you've been in the culture for a period of time as well. So you can eventually... That becomes your first reaction, your first habit is pulling more from the agile principles than you would be pulling from something else. Yeah, there are those people, but it's been interesting watching companies like Spotify or watching Salesforce or watching Pivotal, and I can just go down the list of companies that have started as an agile organization, they got large, and then suddenly the anti-patterns of a large company start to emerge within those companies. So even though the people within the smaller tribe are working in an agile way, the company slowly doesn't start to work in an agile way any longer. It falls underneath a larger context of what we see happening with the older companies.

And I think some of that could be the executive culture might be just coming in where they bring somebody from the outside who wasn't a native, and they have a hard time dealing with the notion that, well, we're committing to a delivery date sometime over here, and we think we're going to hit it. But no, we don't have what would be affectionately known as a 90% confident plan that says that we've cleared all risk out of the way. And yeah, it's going to absolutely happen on that day. And some of those companies get really... They feel that they have to commit everything to the street, and if they don't meet it, they've already glued those in to some executive bonus program, ends up driving bad behaviors, unfortunately,

Mat Lawrence:

Yes, I have been there. I'm assuming that in our audience, we're going to have people who are transitioning into more senior leadership roles. They're not emerging leaders, they've been doing it for a while, and they've probably run some successful agile teams at the smaller level as you've described. For those people who are moving into the more senior roles, maybe into exec positions, is there any guidance that you'd give them for navigating that change and trying to maintain, through agile principles and what it means to be agile, in those more senior roles?

Ray Arell:

Yeah, I think part of it is the work that you did as a smaller team, everything still can scale up. And I hate to use the word scale because I think scale is kind of... People kind of use it... What would be the right word? It's misused in our industry. I think values and principles are scale-free. You can still walk each day walking into your team and still embracing those 12 principles, and you're going to do good work. The question is though, is if you're doing that at the lower level, say with a Kanban board, the question is, what does it look like when you're at your executive desk? What is the method that you go pool? If you look at most of the scaled frameworks that are out today, there's very little guidance that's given to what should be in the day in the life of an agile executive. What should that look like?

And for me, if I think about the business team, the management team is working with the delivery teams daily. They should be doing that. So what are you going to put in place for that to facilitate and occur? What are you going to do about... stop doing these big annual budget processes. Embrace things like the beyond budgeting or other things where you're funding the organization strategically, and you're not trying to lock everything in on an annual cadence, but yet your organization beneath is working every two weeks. So you should be able to re-move your bets with any organization based upon the performance of each sprint. Can you do that?

The last one is probably the most important one, is impediments. And that is how fast does it take information to go from the lowest part of the organization to the highest point of the organization? And if that takes three weeks, two weeks, or even sometimes later for certain organizations, optimize that. How do you optimize an impediment that you can personally help to go remove for people so that they're not slowed down by it any longer, whatever that might be?

Mat Lawrence:

You're touching on something there, which I think is a fundamental part of being agile, which is that ability to learn and adapt, and you can only learn when you are aware of what's happening around you, you can observe [inaudible 00:28:39] to it.

Ray Arell:

Well, I said something a couple months ago, and everyone just went, "Why did you say... I can't believe you said that out loud." It's the quiet stuff out loud sometimes. [inaudible 00:28:53]. We were trying to get a meeting together to go fix one of these impediments, and all the senior leaderships was busy. They were busy. And my question was is if this isn't the most important thing right now for us, what do you do? Really, are you doing in your day if this one isn't the highest priority that you walk into? And the questioning senior leaders that maybe they're not paying attention to the right things, and sometimes speaking that truth to power is something we have to do every once in a while.

Mat Lawrence:

I agree. That level of candor is definitely required at all levels and being able to receive that feedback so you can learn and adapt as an individual, as we were talking about earlier, about being adaptive as a leader, but also as a team. There's a point that I'd like to touch on before we wrap up, which is as you climb up the career ladder and you get into a more senior position, and then you become responsible for a broader range of things, particularly as you start reaching that executive level, I've witnessed people struggle with the transition from being the person, as you talked about right at the start of this discussion, being that person who knows everything and who can direct and have all the answers into someone where I see your job changes to being the person who can identify what we know least about, what we as an exec team know least, where we're... have the least confidence, where we see the impediments and we don't know what to do with them.

How do you go about guiding people to embrace that? Because I think what I see is the fear that comes with that, almost a fear of exposure of, "Oh, I'm admitting to people I don't know what I'm doing." And I've been rewarded through my entire career by becoming more of an expert, and suddenly my job is to be the person who's confident enough to call out, this is what we don't understand yet. Let's get together and try and resolve it. When the risk is greater, the impact is greater, and you're responsible for more things, how do you help people transition into that higher-level role?

Ray Arell:

Well, I think part of it is can they let go of that technical side, having to have their hands dirty all the time? And I've seen certain leaders that, really, somebody needs to go back and say, "Are you really sure that this is the career that you're wanting to go to? You seem to be more into wanting to be into the nuts and bolts of things, and maybe that's the best place for you because you feel more comfortable in that space." The other aspect though, as they transition, I think is again, trust becomes critical. Trust the people that are working for you, that they're not coming in and being lazy and you have to go look over their shoulders all the time because you feel that they might not be being productive or other things. You have to have the ability to say that, look, that the people that you hired are talented, and they are moving us towards our goals.

I think what becomes more critical for the health of the organization is that you have to do a much better job at actually saying, "Okay, well, here is our vision," whether it be a product vision, whether it be the company's vision, whatever that might be, helping people to understand what that North Star is, and then reinforcing that not from a perspective of yourself, but a perspective from the customer. And I think this is where a lot of companies start to drift because they start to optimize some internal metric that, yeah, that'll build efficiency within your organization. But what does the customer think? And constantly being able to represent as, if you think of from an agile perspective, the chief product owner of the organization, to be able to represent this is what the customers need and want and to be able to voice that in the vision and the ambitious missions that are set up for the organization. Make it real for people.

And then the last part of that is not everything is going to happen and come true. If you read most executives' bios, there's lots and lots and lots and lots of mistakes. And I remember this of one leader, he was retiring. And I thought this wasn't most awkward time that he actually did this. He actually went up on the stage and he talked about his biggest failure. Now, throughout my career working with this person, I always wondered whether or not they were human. And then on the day of this person's exit, they finally decided to give you a few stories about mistakes that they made. And I think that he really needed to share those stories much, much earlier because I think people would've probably found... They would've been a little stressed working around him. And it would also show some vulnerability for you as a leader to say that you don't have everything figured out, and sometimes it's just a guess. We think that this is where the product needs to go.

And then as soon as you put it in front of the customers, they're going to tell you whether or not... If you take the Cano model and suddenly you're going to hit this is the most exciting thing since sliced bread, are they going to love it or are they going to go, [inaudible 00:35:12]. I'll take it if it's free. You get into this situation where it's like, well, we can't charge as much. But I think those stories become important and anchor organizations. One other aspect of this is I think that by having somebody who's approachable and can relay those stories effectively into the organization and talk about these things, I think then that opens the door for everyone else to do it as well. Because like it or not, humans are hierarchical in the way that we think about things. A lot of people manage up, so they mimic leaders. So be that leader that somebody would want to mimic.

Mat Lawrence:

I think that's great advice, Ray. The connection for me that's run through this whole conversation is around engaging with your work authentically, whether it's the team that you're trying to lead, whether it's the agile practices at whatever scale and level that you're operating at. And to build that trust to enable that to work requires that level of authenticity.

Ray Arell:

Yeah, exactly.

Mat Lawrence:

I would love, as we wrap up, for you to leave any final tips or advice for both current and emerging leaders on that topic. If there's a way beyond just sharing your own personal stories, how would you advise people? What would you leave them with to build some trust in their teams?

Ray Arell:

Well, a couple of things. Number one, you have to be mindful about who you are as a person. Again, like I was saying, that people manage up. And if you send out an email at three o'clock in the morning, and five minutes later your people were responding to you, then you're not being a really good role model of a good work-life balance. So a lot of your tendencies will bleed off into the organization. So regardless how you assess yourself, do an assessment of your leadership, where you think it is. Harvard Business Review, a long time ago, put off the levels of what they saw as leadership models. And the lowest level is the expert and the achiever-based leaders. And if you're one of those, those are not very conducive to a good agile or collaborative culture. So if you're currently setting in that slant, then you should look ways of being able to move yourself more to a catalytic or a synergistic-based leader.

And that journey's not an easy one because I went through that myself. It took years in order to pull away from some of those tendencies that you had as an expert leader. And as an example, an expert-based leader tends to only talk to other experts. If they perceive somebody not to be an expert of something, they tend to discount those individuals and not engage with them. And so again, the full organizational brain is what's going to solve the problem. So how do you engage the entire organization and pull those ideas together?

The other one is that as you go into, from an emergent leader perspective, I think you said it yourself earlier, and that's not just the bias of you're not an expert, I'm not going to talk to you, but any bias that you might have can affect the way that you lead and judge an individual, and really could limit or grow their career based upon maybe a snap judgment that you might have had. So I think you have to be mindful of your decisions that you're taking within the organization and especially the ones you're making of people. And so you got to be careful of those.

The last one is probably just... And this gets into the complex adaptive systems space. Not everything is cut and dry, black and white, or mechanistic, meaning that we can take the same product, redo it again and again and again, and we're going to get different answers. We're going to get different requirements. We're going to get different things. It's okay for that stuff to be there. And it's okay for the stuff that's coming out of our products to be different every once in a while, and specifically because everything, it's a very complex environment. Cause and effect relationships and complexity is, customer can change their mind, and we have to be comfortable with a customer changing their mind. Our customer might have new needs that come up.

And likewise, our employees, they sometimes will have change of thought or change of what they are excited about. How do you encourage that? How do you grow those individuals to retain them in the company, not to use them for the skill they have right now, but how do you play the long game there? And I know I'm getting a little long-winded here, but the thing that I see most, even with all the layoff notices that are going on right now, is that that company's not playing the long game. I think that's a bad move because all you're doing by letting an employee go is enabling your competitor with a whole bunch of knowledge that you should be retaining. So anyway, I'll cut it short there.

Mat Lawrence:

Right. Thank you for sharing your wisdom with us today. It's been an absolute pleasure. I've really enjoyed the chat. So yes, thank you for joining me on the Easy Agile Podcast.

Ray Arell:

Awesome. Thank you for having me.