Easy Agile Podcast Ep.29 From Hierarchy to Empowerment: Agile Leadership Paradigms

"The episode highlights that Interaction, collaboration, and helping every team member reach their potential is what makes agile work" - Terlya Hunt

In this episode join Terlya Hunt - Head of People & Culture at Easy Agile and Caitlin Mackie - Marketing Coordinator at Easy Agile, as they chat with Jazmin Chamizo and Rakesh Singh.

Jazmin and Rakesh are principal contributors of the recently published report "Reimagining Agility with Diversity, Equity and Inclusion".

The report explores the intersection between agile, business agility, and diversity, equity, and inclusion (DE&I), as well as the state of inclusivity and equity inside agile organizations.

“People are the beating heart of agile. If people are not empowered by inclusive and equitable environments, agile doesn't work. If agile doesn't work, agile organisations can't work."

📌 What led to writing the report
📌 Where the misalignments lie
📌 What we can be doing differently as individuals and business leaders

Be sure to subscribe, enjoy the episode 🎧

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Transcript

Terlya Hunt:

Hi, everyone. Thanks for joining us for another episode of the Easy Agile podcast. I'm Terlya, People & Culture business partner in Easy Agile.

Caitlin Mackie:

And I'm Caitlin, marketing coordinator at Easy Agile. And we'll be your hosts for this episode.

Terlya Hunt:

Before we begin, Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast today, the Wodiwodi people of the Dharawal nation, and pay our respects to the elders past, present and emerging, and extend the same respect to any Aboriginal people listening with us today.

Caitlin Mackie:

Today, we'll be joined by Jazmin Chamizo and Rakesh Singh. Both Jazmin and Rakesh are principal contributors and researchers of Reimagining Agile for Diversity, Equity and Inclusion, a report that explores the intersection between Agile business agility and diversity equity and inclusion published in May, 2021.

Terlya Hunt:

We're really excited to have Jazmin and Rakesh join us today. So let's jump in.

Caitlin Mackie:

So Jazmin and Rakesh, thank you so much for joining us today. We're so excited to be here with you both today, having the conversation. So I suppose today we'll be unpacking and asking you questions in relation to the report, which you were both principal contributors of, Reimagining Agility with Diversity, Equity and Inclusion. So for our audience tuning in today who may be unfamiliar the report, Jazmin, could you please give us a summary of what it's all about?

Jazmin Chamizo:

Absolutely. And first of all, thank you so much for having us here today and for your interest in our report. Just to give you a little bit of background of our research and how everything started out, the founder and the owner of the Business Agility Institute, Evan Leybourn, he actually attended a talk given by Mark Green. And Mark who used to be, I mean, an Agile coach, he was referring to his not very positive experience with Agile. So this actually grabbed the attention of Evan, who was a big advocate of agility, as all of us are. And they decided to embark upon this adventure and do some research trying to probe on and investigate the potential relationship between diversity, equity and inclusion and Agile.

So we had, I mean, a couple of hypothesis at the beginning of the research. And the first of hypothesis was that despite the positive intent of agility and despite the positive mindset and the values of Agile, which we all share, Agile organizations may be at the risk of further excluding marginalized staff and customers. And the second hypothesis that we had was that organizations who actually embed diversity, equity and inclusion directly into their Agile transformation and then strategy may outperform those organizations who don't. So we actually spent more than a year interviewing different participants from many different countries. And we actually ended up seeing that those hypothesis are true. And today, we would like to share with you, I mean, part of this research and also need to encourage you to read the whole report and also contribute to this discussion.

Terlya Hunt:

Amazing. And Jazmin, you touched on this a little bit in your answer just then, but I guess, Rakesh, could you tell us a bit more about what was the inspiration and catalyst for writing this report?

Rakesh Singh:

Yeah. So thanks for inviting once again. And it's a great [inaudible 00:03:51] talk about this beautiful project. The BAI was actually into this activity for a long time, and I happened to hear one of the presentation from Evan and this presentation actually got me interested into business agility and associated with DEI. So that was one thing. And second thing when Evan talked about this particular project, invited all of us, I had been with transformation in my job with Siemens for about three decades for a very long time. And we found that there were always some people, whenever you do transformation, they were not interested or they were skeptical. "We are wasting our time." And okay, that was to be expected, but what was surprising that even though Agile came up in a big way and people thought, "Okay. This is a solution to all our miseries," even though there was a focus on culture, culture was still our biggest issue. So it appeared to me that we are not really addressing the problem.

And as Jazmin talk about our goal and our hypothesis, and that was attractive to me that maybe this project will help me to understand why some [inaudible 00:05:12] to get the people on board in some of the Agile transformation.

Terlya Hunt:

Thank you. That was awesome. I think it definitely comes through in the report that this is a topic that's near and dear to all of you. And in the report you mentioned, there's a lack of consensus and some misalignment in defining some of these key terms. So thought to frame the conversation today, Jazmin, could you walk us through some of these key definitions, agility, diversity, equity, and inclusion.

Jazmin Chamizo:

That's a great question now, because over the last year, there's been a big boom on different topics related to diversity, equity and inclusion, I mean, especially with the Black Lives Matter movement and many different events that have affected our society in general. And with the rise of social movements, I mean, there's been a lot of talk in the area of diverse, equity and inclusion. And when we talk about agility, equality, equity and inclusion and diversity, I mean, it's very important to have a very clear understanding of what we mean with this terms. Agility is the mindset. I mean, it's really about having the customer, people, at the very center of the organization. So we're talking about agile ways of working. We're talking about more collaborative ways of working. So we can bring the best out of people and then innovate and put products into the market as fast as possible.

Now, when we were thinking about agility and this whole idea of putting people at the very core and customer at the very core of organization so we can respond in a very agile and nimble way to the challenges that our society presents at the moment, we found a lot of commonalities and a lot of similarities with diversity, equity and inclusion. However, when we talk about diversity, equity and inclusion, there's some nuances in the concepts that we need to understand. Diversity really refers to the mix. It refers to numbers, to statistics, all the differences that we have. There's a very long list of types of diversity. Diversity of gender, sexual orientation, ways of our thinking, our socioeconomic status, education and you name it, several types of diversity.

Now, when we talk about equality, I mean, we're talking about applying the same resources and support structures, I mean, for all. However, equality does not actually imply the element of equity, which is so important when we talk about now creating inclusive environments. With equity, we're talking about the element of fair treatment, we're talking about social justice, we're talking about giving equal access to opportunities for all. So it's pretty much about leveling the filed, so all those voices can be part of the conversation and everybody can contribute to the decision making in organizations and in society. So it's that element of fair treatment, it's that element of social justice that the element of equity has to contribute and that we really need to pay attention to.

And inclusion is really about that act of welcoming people in the organization. It's about creating all the conditions so people, everybody, can thrive and everybody can succeed in an organization. So I think it's very important, I mean, to have those definitions very clear to get a better understanding of how they overlap and how there's actually, I mean, a symbiotic relationship between these concepts.

Caitlin Mackie:

Yeah. Great. And I think just building on that, interaction, collaboration and helping every team member reach their potential is what makes Agile work. So your report discusses that there are lots of overlaps in those values with diversity, equity and inclusion. So I think, Rakesh, what are those key overlaps? It seems those qualities and traits go hand in hand. So how do we embrace them?

Rakesh Singh:

So if you see most of the organization which are big organization and being for about two decades or so, and you compare them with the startup organization, so in the traditional setup, normally people are working in their functional silos, so to say. And so the Agile transformation is taken care by one business function. It could be a quality team. It could be a transmission team. And DEI normally is a domain of an HR or people who enter the organization. And the issue is that sometime these initiatives, they are handled separately and the amount of collaboration that's required does not happen, whereas in a startup company, they don't have these kind of divisions.

So looking that as a basis, what we need to look at is that the organization should be sensitize that they work together on some of these projects and look at the underlying what is the commonality, and we can possibly either help each other or complement each other, because one example is, if I can give, it's very easy to justify an Agile transformation relating to a business outcome, okay, but any people related change is a very long-term change. So you cannot relate that to a business outcome in a shorter timeframe. So I call Agile and DEI as symbiotic. An Agile can be helped by a DEI process and DEI itself can be justified by having an Agile project. So they are symbiotic.

Now, what is the common thing between the two? So there are four items. I mean, there are many things which are common, but four things which I find are most important. Yeah? The first thing is respect for people, like Jazmin talked about being inclusive. So respect for people, both Agile and DEI, that's a basis for that. And make people feel welcomed. So no matter what diversity they come from, what background they come from, they're feeling welcome. Yeah? The second part is the work environment. So it's a big challenge to create some kind of a psychological safety. And I think people are now organizing, the management is now understanding that they think that they have provided a safe place, but people are still not feeling safe for whatever reason there. That's one thing.

The other thing is that whatever policies you write, documentation, policies or announcement, the basic things that people see, is it fair and is it transparent? Yeah? So I used to always see that if there are two people given bonus, if one person get 5% more, no matter how big is the amount, there's always felt that, "I have not got my due." Yeah? So be fair and be transparent. And the last one is that you have to invest in people. The organization need to invest in people. The organization need to invest in enabling them with opportunity to make use of new opportunity, and also grow and through learning. So these are four things that I can see, which actually can help both being an agile, and also having inclusive environment in the company.

Caitlin Mackie:

The report mentions that some of those opportunities to combine agile and diversity equity inclusion are being overlooked. Why do you think this is?

Rakesh Singh:

So I think that the reason why they're being overlooked is that, it's basically, educating the leaders. So it's just, if I'm in the agile world, I do not really realize that there are certain people related aspect. I think, if I just make an announcement, people will participate. Okay? So that's the understanding. On the other side, we got an input from quite a few responders saying that some of the DEI projects are basically words, are not really sincere about it. It's a waste of time. "I'm being forced to do certain training. I'm forced." So the sincerity part, sometime there's a lacking, so people have to be educated more at a leadership level and on at a employee level.

Caitlin Mackie:

I think a really interesting call out in your research is that many agile processes and rituals are built to suit the majority, which excludes team members with diverse attributes. Jazmin, what are some of those rituals?

Jazmin Chamizo:

Yeah, that's a great question. Now, if you think about agile and agile rituals and for example, I mean, daily standups, a lot of those rituals have not actually thought about diversity, or the design for diversity and inclusion. I mean, agile is a very on the spot and is a very, who can talk, type of rituals. But there's a lot of people, I mean, who might need more time to process information before they can provide inputs, so fast. So that requirement of processing information or giving input in a very fast manner, in daily standups, that might be overlooking the fact that a lot of people, with a different type of thought processing styles or preferences may need more time to carry out those processes.

So that would be, I mean, number one; the fact that it's very on the spot and sometimes only the loud voices can be heard. So we might be losing a lot of opportunities, trying to get feedback and input from people with different thinking styles.

Now, also, if you think about organizations in different countries, where English is not the native language of a lot of people, they may also feel a lot of disadvantage. This happens a lot in multinational organizations, where people whose, you know, first language is English, they feel more confident and they're the ones who practically may monopolize now the conversations. So, for people who's first language is not English, I mean, they might feel at a disadvantage.

If you think about older employees who sometimes may not be part of an agile transformation, they might also feel that are not being part of the team and they may not have the sense of belonging, which is so important in an agile transformation and for any organization. Another example, I mean, would be people, who because of their religious belief, I mean, they need maybe to pray five times in a day, and I mean maybe a morning stand up might mean very difficult to adapt to, or even people with disabilities or language differences, they feel a little intimidated by agile. So there's a lot of different examples. And Doug report actually collects several lived experiences, by the respondents that we interview that illustrate how agile has been designed for the majority and for a more dominant type of culture and that highlights the need to redesign many of these rituals and many of these practices.

Caitlin Mackie:

Yeah, I think just building on that in your recommendations, you mentioned consciously recreating and redesigning these agile ways of working. What are some of the ways we can rethink and consciously create these?

Jazmin Chamizo:

Mm-hmm (affirmative). Well, the good news is that, during our research, and during our field work and the conversations that we had with some organizations mean there's a lot of companies and organizations that have actively implementing them different types of practices, starting from the way they're managing their meetings, their rituals, their stand ups, giving people an opportunity to communicate in different ways. Maybe giving some room for silence, so people can process their information or providing alternative channels for people to communicate and comment either in writing or maybe the next day. So it doesn't have to be right there on the spot., and they don't feel under that type of pressure.

Now, another example would be allowing people, I mean, to also communicate in their native language. I mean, not necessarily using English, I mean, all the time as, I mean, the main language. I think it's also important for people to feel that it can contribute with their own language, and also starting to analyze, I mean, the employee experience. We're talking about maybe using non-binary options in recruitment processes or in payroll. So, I mean, starting to be more inclusive in the different practices and analyzing, I mean, the whole employee journey. I mean, those are some examples that we can start implementing to creating a more inclusive environments. And the one that is the most important for me is encouraging leadership to intentionally design inclusive work environments through the use of, like creating environments that are really where people feel safe, where they have this. Psychologically safe.

Terlya Hunt:

The whole section on exploring and challenging existing beliefs is so interesting. And I would definitely encourage everyone listening to go and read it. I could ask you so many questions on this section alone, because I think it was full of gold, and honestly, my copy is highlighted and scribbled and I read it and reread it, there was so much to absorb. The first thing that really stood out to me as a HR practitioner in an agile organization was this belief that focusing on one or two areas of diversity first is a good start. And from your research, what you actually found was that survey respondents found this method ineffective and actually harmful for DEI. And in your research, you also reference how important it is to be intentional and deliberate. So I guess, how do we balance this need for focus and creating change with these findings that being too narrow in our focus can actually be harmful? Might throw this one to you, Rakesh.

Rakesh Singh:

So actually, thanks to the reform data report, very interesting, in fact, we presented to quite a few groups. And one of the thing that I observed when we are talking about some of the beliefs and challenges, there were immediate to response say, "Hey, we do experience in our area." So, what we realized is that this whole aspect, as Jazmin talked about, many dimensions. So if you look at inclusiveness, and diversity and equity across organization, there are many streams, and many triggers. As diversity, we understand, okay, in very limited way, it may be gender, or it may be religion or country, but actually, it's much more in a working environment, there are many dynamics which are [inaudible 00:22:15]. So the challenges, what we saw was that if you pick up a project in a very sincere way and say, "I'll solve one problem, okay?" Let me say I solve problem of a region or language, yeah? Now the issue is that most of the time, we look at the most dominant and identify that problem.

So what happens is that you actually create an inequity right there, because there are other people they are suffering. They are, I won't say, "Suffering," but they're influenced by other factors of diversity and they felt, "Okay, nobody's really caring for me." Yeah? So you have to look at in a very holistic picture, and you have to look at in a way that everybody is on board, yeah? So you may not be able to find solution to every specific problem, but getting everybody on board, and let people work in some of the environment or either psychological safety or the policy level, so create an environment where everybody can participate, and issues can be different so they can bring up their own issues, and make sure they feel that they they're cared for. And that's what we actually observed.

Terlya Hunt:

And the second belief I thought was really interesting to call out was that this belief that we will adapt to somebody's beliefs if they ask. And your research found that not everyone is able to disclose their needs, no matter how safe the working environment, so that by relying on disclosure is the first step in the process,. Organizations will always be a step behind and, and also place the burden of change on marginalized groups. What are some things we can do, Rakesh, to remove this pressure and to be more proactive?

Rakesh Singh:

So there are a couple of things that we need to look at when we talk to people, actually, they discussed about the problem, and they also recommended what could be right, we are doing it. And we also discussed among ourselves. So one thing which was very clear that there was a little doubt about the sincerity of leadership. And so, we felt that any organization where leader was very proactive, like, for example, what is the basic reason, if I have a problem, if I talk about it, I am always worried what will happen when I disclose it? And is it the right issue to talk about it? So, these are the questions would inhibit a lot of people not to talk about it at all. So, that's where the proactive leadership can help people to overcome their inhibition and talk about it, and unless they discuss about it, you'll never know if there's a problem. So, that's the one thing. So, that's the approach.

So there are a couple things that we could also recommend, is proactive leadership to start with, and something which can be done is there are a lot of tools available for the managers, yeah? People leaders, I would call it. Things like coaching, so you have a grow model where you can coach an individual person, even as a manager or as an independent coach, then having a facilitation techniques. When I started my career, they were not a training on facilitation, just going to the room and conduct the meeting. But they're very nice tools, facilitation techniques, which can be brought out to get people to participate, and so things like that can be very useful for being proactive and drawing people out of their inhibition. That definitely is with the leader. That's why we call it servant leadership. It is their job to initiate and take the lead, and get people out of their shell.

Terlya Hunt:

It ties quite nicely into the next question I had in mind. You both actually today have mentioned a lot of challenging beliefs, and calling things out. We need to build this awareness, and create safe spaces, and create psychological safety in our teams. What are some examples of how we can create safe spaces for these conversations?

Rakesh Singh:

The examples of someone creating safe places is ... I would say that educating people and the leaders. What I have seen is that if the leadership team recognizes that and educates the managers and other people ... You need to actually train people at different level, and create an environment that everybody's participating in the decision making, and they're free to make choices within, of course, the constraint of the business.

The focus, where I would put it, is that there are many educational programs and people would like to educated, because I normally felt that I was never trained for being a good leader. There was never training available. But these days we find that a lot of educational programs highlighting a various issue, like microaggression, unconscious bias, psychological safety. People should understand it. Things like being empathetic. These terminologies are there, but I find that people don't really appreciate it and understand it to the extent that they need to do, even though they are in a leadership position.

Caitlin Mackie:

Thanks for sharing, Rakesh. I really love what you mentioned around proactive leadership, there. Your research found that 47% of respondents believed organizations who achieved this unity of Agile, and diversity, and equity, and inclusion will reap the benefits and exceed competitors. Jazmin, what did these organizations do differently?

Jazmin Chamizo:

Yes. That's a great question. Actually this ties very nicely with idea of servant leadership, inclusive leadership, and how leaders have this incredible challenge of creating workspaces that are psychologically safe, as Rakesh just mentioned. This is really everybody's responsibility, but it has a lot to do with a very strong leadership.

We found that several other organizations that we interviewed, they had a very strong leadership team, that they were really committed with diversity, equity, and inclusion in their agile transformation, and they were able to put DEI at the very core of the organization. That's number one, having a very strong leadership team that's actually committed to diversity, equity, and inclusion, and that does not perceive DEI efforts as isolated actions or initiatives.

This is something that we're seeing a lot nowadays. As a DEI coach and consultant, sometimes you see, unfortunately, several organizations that only try very isolated and very ... They don't have long-term strategy. What we have seen that actually works is having this committed leadership team that has been able to put DEI at the very core of their strategy.

Also a team that has been able to serve as an advocate in diversity, equity, and inclusion, and agility, and they're able to have advocates throughout the organization. It's not just one person's job. This calls for the effort of the whole organization and individuals to commit to DEI and be actively part of the agile transformation.

Also, I would say, leaders that embrace mistakes and embrace errors throughout the process. This is something that came up a lot during our conversations with people in different organizations, that in many cultures and in many organizations, mistakes are punished. They're not perceived as a source of opportunity.

One of the tips or best practices would be having leaders who are able to show the rest of their organization that mistakes are actually learning opportunities, that you can try things out of the box, and you can be more innovative. That even if you fail, you're not going to be punished, or there won't be any consequences because of that, and, quite on the country, that this is actually a learning opportunity that we can all thrive on.

Caitlin Mackie:

Yeah. I completely agree. What benefits did they see?

Jazmin Chamizo:

They definitely saw a greater working environment. This is something that was quoted a lot during our interviews with respondents, that individuals saw that they had the chance to try new and innovative ideas. Definitely greater innovation, more creativity. Business morale actually ultimately went up, because they saw that the organization was actually embracing different perspectives, even if they fail. This definitely called for greater innovation.

I would say innovation, more creativity, and a better working environment. Absolutely new products, new ideas. That if you think about the current circumstances with COVID, this is what organizations have to aim at. New products, more innovation to face all the challenges that we have nowadays.

Terlya Hunt:

Powerful things for the listeners to think about. Here at Easy Agile, our mission is to help teams be agile. Because we believe for too long the focus has been on doing, when the reality is that Agile is a constant journey of becoming.

There's a specific part in the report that really stood out to me that I'd like to read. "Agility is a journey with no fixed endpoint. The road towards creating diverse, equitable, and inclusive environments is the same. Agility and DEI can be pursued, but never fully achieved. They are a process of ongoing learning, reflection, and improvement. A team cannot enter the process of improving business agility or DEI with a mindset towards completion, and any model that unites Agile and DEI will ultimately be ineffective if those taking part are not ready to embark on an ongoing quest for self improvement."

I absolutely love this quote. Rakesh, let's explore this a little bit further. What more can you tell me about this?

Rakesh Singh:

Actually there's an interesting thing that I would like to share to start with. We wanted to look for a organization who would help us interview their people and talk to their people. The way organizations responded ... Some responded, "Shall I allow my people to talk to somebody? It could be a problem." But then we got other organizations, they were actually chasing us. "We would like to be part of this, and we would like to get our people interviewed." They were very positive about the whole thing.

I happened to talk to the DEI corporate manager, a lady, and the way she was talking was ... She was so much, I would say, passionate about the whole thing, even though at least I felt that they were very high level of awareness of DEI. But the quest for learning and finding out what they could do better was quite astonishing and quite positive.

That's where my answer is, is that ... If you look at the current pandemic, and people realized that, "Okay. We have to work from home," initially some people found it great. It's a great thing. Work-life balance. "I can attend my home." But after some time they found it's a problem. There's other problem.

The point is that, in any organization, where it's a business or a social life, or people, it just keeps changing. There's no method or policy which is going to be forever valid. There's a continuous learning process that we have to get in.

What we need to do is focus on our goal that we want to achieve. Depending on the environment, that's what we call business agility. Now bring it to people as well, because it is a people ... We talk about customer centricity, and all that. But finding it's the people who are going to deliver whatever organization want to. You have to see how their lives are getting impacted.

We are discussing about getting people back to office. The problem is that, a city like Bangalore, it's a very costly city and very clouded city. People have gone to their hometown and they can work from there. Now, to bring them back, you have to approve them back again. To cut short the explanation, our life is changing, constantly changing, and technology and everything is putting ... People have to look at methods and approach of how they can be adapting themself on a continuous basis.

Learning is a continuous process. In fact, when I got into Agile and people ask me, "How many years of experience you have?" I generally say five years, because anything that I did before five years is actually the wrong practice. You have to be continuously learning, and DEI and Agile is no stranger to this situation.

Caitlin Mackie:

I love that. I think fostering that continuous learning environment is really key. I suppose, on that, a few of the recommendations from the report are centered around getting deeper training and intentional expertise. Jazmin, what further recommendations, or courses, or practitioners are there that people can engage with after this episode?

Jazmin Chamizo:

Sure. An important part of our report was a series of recommendations to the entire agile community, and practitioners, to organizations, and agile coaches. You can see that. You could get more specific information in our reports. I would like to encourage all of you to read. Definitely when it comes to agile coaches and consultants, we're encouraging people to learn more about diversity, equity, and inclusion because one of the insights and the learnings we drew from this research is that diversity, equity, and inclusion is not specifically included in the agile world.

When we talked to the respondents in many different countries, they did not spontaneously made the connection between agility, Agile, and diversity, equity, and inclusion. But the more we talk about it, they discovered that, indeed, they were very closely overlapped. There was a symbiotic relationship between them, because you're putting the person and everything that relates to that individual on the very core of the organization, on the transformation.

Definitely we do encourage ... Leaders and agile coaches need to start learning more about our DEI, building that proficiency, learning more about unconscious bias and the impact of unconscious bias, and discrimination, and racism that we'll continue to see in organizations. They're more mindful of those voices that are not being heard at the moment in the present conversations. They can learn different techniques or different methods to be more engaging and more inclusive.

When it comes to the agile community in general and influencers, it is important to mention that Evan Leybourn, the founder of the Agility Institute, is having at the moment some conversations with important institutions in the agile community, such as the Agile Alliance, because we are looking for ... That's what Gen Z-ers are looking for. There's a big call out there for organizations to embrace this type of transformation, but putting DEI at the very core of the organization. That's what I would like to say.

Contribute to the discussion. This is a pilot project. That we are hoping to conduct more research on other DEI areas related to agility. We would like listeners to be part of the conversation, and to contribute with their experience, to improve the state of agility in the current moment.

Caitlin Mackie:

Thank you both so much for joining us today. Thoroughly enjoyed our conversation. I can't wait to see how Agile and diversity, and equity, and inclusion evolves in the future. Thank you.

Jazmin Chamizo:

Thank you so much for having us. It's been a pleasure.

Rakesh Singh:

Thanks a lot to both of you. It was nice to share our experience. Thank you very much.

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

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

Key topics covered:

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

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

About our guests

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

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

Transcript

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

Opening and introductions

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

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

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

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

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

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

The core problem: When retrospectives become checkbox exercises

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

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

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

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

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

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

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

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

The pressure problem and overwhelming solutions

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

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

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

The problem of forgotten action items

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

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

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

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

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

Making action items first-class citizens

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

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

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

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

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

Beyond team-level retrospectives

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

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

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

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

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

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

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

Expanding the scope of retrospectives

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

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

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

Understanding anti-patterns

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

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

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

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

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

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

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

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

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

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

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

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

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

The budget analogy

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

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

Jaclyn Smith: It's the contractor.

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

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

Solution 1: Getting leadership buy-in

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

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

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

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

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

Solution 2: Making patterns visible

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

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

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

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

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

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

Solution 3: The power of trend analysis

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

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

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

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

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

Solution 4: The human factor

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

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

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

Solution 5: Breaking down overwhelming action items

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

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

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

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

Jaclyn Smith: I like it.

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

Wrapping up: What's next?

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

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

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

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

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

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

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

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

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

Jaclyn Smith: Thanks.

Ready to end the frustration of ineffective retrospectives?

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

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

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

👉 Watch the recording here.

"From beer analogies, to scrum in restaurants and neurodiverse teams, it's always a pleasure chatting with Kit"

Kit talks to agile methodology beyond the usual use case, like working with geologists & restaurant owners to apply scrum.

Kit also highlights the need to focus on a bottom-up approach, providing a safe space for leaders to learn & ask questions, and whether neurodiverse teams are key to effectiveness.

This was a really interesting conversation!

Be sure to subscribe, enjoy the episode 🎧

Transcript

Nick Muldoon:

G'day folks. My name's Nick Muldoon. I'm the Co Founder and Co CEO of Easy Agile, and I'm delighted to be joined today by Kit Friend from Accenture. Kit is an agile coach at Accenture and he's also the Atlassian Practice Lead there. Kit, good morning.

Kit Friend:

Morning, Nick. Sadly only the Practice Lead for a bit of things, but I try my best. It's a pleasure to be with you, for the second time we've tried this week as well, in the lovely world of broadband dependent remote working and things. But here's hoping, eh?

Nick Muldoon:

It's beautiful, isn't it? Now, for those of you at home listening in just so you've got a bit of context, Kit is a father to two, he lives in London, and he's been at Accenture now for a little over 10 years, right?

Kit Friend:

Yeah, September, 2010. Fortunately I met my wife in pretty much the same summer, so I only have to remember one year, and I can remember one by the other. So it helps when I'm trying to remember dates, and sort things through because I'm not very good with my memory, to be honest with you.

Nick Muldoon:

Oh well. So for me, the reason to get you on today, I'm super excited to hear about the journey that you've been on in Accenture, and I guess the journey that you're on with your clients, and on these various engagements. Before we dive into that though, I wanted to know, can you just tell me what is one of your favorite bands from the '90s, from the early '90s?

Kit Friend:

Yeah, and I really enjoy that we had a delay between things, because it's like one of those questions, because I'm like, "Hmm." And I think I'm a victim of playlist culture, where it's like naming an entire band feels like a real commitment. It's all about tracks now with things, right? But I have narrowed it down to two for my favorite 90s band and I think I'm going to commit afterwards. So my undisputed favorite 90s track, Common People by Pulp, right? Hands down, yeah, it's right up there. For me, I studied at St Martins, the Art College, so for me Common People is the karaoke track of my university days with things there. So Common People by Pulp, favorite track.

Kit Friend:

For bands wise though, I was split between... Initially I went Britpop, I was like, "Cool, that feels like a happy place for me." Particularly at the moment in our weird dystopian society, I listen to Britpop and it's kind of happy. So Blur was right at the top for me for band commit of the 90s thing then. But then I remembered that Placebo is actually technically a 90s band, even though I did not listen to them as a 13 year old Kit and things. So I think Placebo edges it for me on favorite 90s band of things, just about. But I do have to admit, even though it's not my favorite 90s track, I do think Wonderwall is perhaps the best song ever written.

Nick Muldoon:

Oasis? Love it.

Kit Friend:

Yeah, for track wise. But for me particularly I was at Oktoberfest with some colleagues a couple of years ago and I don't think any other track could get 600 drunken Germans up on benches together with everyone else, all the way around from the world, with a rock polka band singing at the top of your voices at 11 o'clock at night or something. So yeah, that smorgasbord, but I'll commit to Placebo for favorite band in that weird caveated sentence.

Nick Muldoon:

I love it, thanks for that, Kit. And so it's interesting because you touched on then that you went to St Martins, which was an art college. So I'm interested to know, what did you study? What are your formal qualifications and then what led you into this world of Agile delivery and continuous improvement?

Kit Friend:

Yeah. I mean to do the Twitter bio caveat that all the opinions are my own and not Accenture's before we go down the journey of things. Although it must be said I am trying to convert as many of my colleagues and clients to my way of thinking as possible. But so I studied St Martin or studied at St Martins College, so in the UK certainly, I don't know what it's like in Australia, but when you go and do an art and design degree they basically distrust your high school education. They're like, "Nah, everything you've done before is..."

Kit Friend:

So they make you take what's called, or they advise you to take what's called a foundation year where you try a bunch of stuff. So you come in thinking you're going to be a painter or a product designer or something, and they're like, "No, no, no. You haven't experienced the breadth of the creative industries and things." So I did one of those, which was amazing, and I came in thinking I was going to be a product designer. Ended up specializing in jewelry and silversmithing and things, so I made like... Yeah, sort of wearing long black trench coats and things, I was making gothy spiky armor and all sorts of things, and [inaudible 00:04:24] work with silver. So I do have a Professional Development Award in Welding from that year, so that was my first formal qualification on that. I'm a really bad welder though.

Kit Friend:

Then at the end of it I was like, "I don't really know what I want to do still." As you do as you go through university, so my formal degree title, adding to my trend of very long unpronounceable things, is, Ba Hons Art And Design And The Environment, Artifact Pathway, and what it was was... Your face is-

Nick Muldoon:

Yeah, I'm trying to process that.

Kit Friend:

Yeah. I think the course only existed for three years, it felt like a bit of an experiment, or it only existed in that format. So we had architecture students doing the first part of their architectural qualification, we had what were called spatial design students who were, I think, designing spaces. They weren't interior designers, they were a bit more engineery and then we had this weird pathway called Artifact, which was the rest of us and we weren't quite as strict as product designers, we weren't artists. We were making objects and experiences and things.

Kit Friend:

Yeah, it was a really interesting experience. I mean towards the end of it I began specializing more and more in designing ways for communities to come and build things and do stuff together, and it's a bit weird when you look backwards on things. You're like, "I can directly trace the path of the things I've done since to that sort of tendency [crosstalk 00:05:54] liking bringing people together."

Nick Muldoon:

So yeah, do you think that community building aspect was kind of a genesis for what you've been trying, the community around Agile transformation you've been developing over the past decade, or?

Kit Friend:

I don't know. It's easy to trace back to these things, isn't it? But I guess I've always-

Nick Muldoon:

You don't see it at the time.

Kit Friend:

... liked bringing people together to do things. No. It's a theory anyway, isn't it? An origin story theory as we go. So I did that and then I complained lots about my course, I was like, "This is rubbish. This is all really random and things." So I got elected as a Student Union Officer, so I don't know how it works in Australia but in the UK you can be elected as a full time student politician effectively, and you can do it... You take sabbatical either during your course or at the end of your course where it's not really a sabbatical. So I was the Student Union, served full time for two years after I finished my degree, which is a bizarre but educational experience.

Kit Friend:

Again, it's about organizing people, like helping fix problems and having to be very nimble with... You don't know what's happening the next week, you're going to protest against unfair pay or you're going to have someone who's got their degree in trouble because of their personal circumstances and things, so it's a really interesting mix. So yeah, that's where I started my journey into things.

Nick Muldoon:

So it's interesting for me, because you talk about this, the early piece of that is, "We don't trust anything that you've learnt prior to this and we're going to give you a bit of a smorgasbord and a taste of many different aspects." How does that relate to an Agile transformation? Because I feel like we went through a decade there where an Agile transformation was literally, "Here's Scrum, do two weeks Scrum, story point estimates, no rollover. If you rollover we slap you on the wrists."

Nick Muldoon:

There probably, 10 years ago, there wasn't a lot of experimentation with different approaches to delivery. It was just, "We're going from this Waterfall approach to this Agile approach." Which back then was very commonly Scrum. Why don't we give people the smorgasbord and why don't we give them three month rotations where they can try a bit of Scrum and a bit of Kanban and different approaches?

Kit Friend:

Well, I guess it's practicality, isn't it? These things. It's a challenge, and it's a challenge, it works within a contained place. I teach a lot of our product container courses for our clients and we always use the David Marquet video of Greatness Summary. What's great about the David Marquet situation, he's got this Petri dish, right? Literally a submarine, aint no one interfering with his submarine crew. So he can do that, he can go, "Well, let's try this thing." I vastly oversimplify because it's an amazing story, right?

Kit Friend:

But you've got that space to do something and try something out, and actually when we do talk to clients and colleagues alike about Agile transformations, I think one of the things that I say consistently in terms of the role of leadership is they do need to create a safe space, a little place where they protect and they're like, "In this space we're doing Agile, we can experiment, we can do these things. Leave my guys alone. Trust me within that."

Kit Friend:

I think where I see Agile going well, it is where there is a bit of that safe space protected to do things. I've got colleagues who work in companies where they go like, "Okay, we're going to try now and all we're going to ask you to do is forecast your next week's volume of stories. Everything else is up to you, you can choose to apply Scrum, you can use Crystal, DSDM, whatever it is. All you have to do for us as a company is give us a high level view of these metrics or something." So there's flexibility. I think when I think about your journey as an Agilist and trying to do things though, people saying try a bit of everything, it's lovely advice but it's a bit difficult to actually do because it's like we still need to make things, we still need to do stuff practically.

Kit Friend:

So when I talk to people who are starting off their journey or both clients and colleagues who are wanting to move through things like that, like what do they do first, I still say Scrum is a really good place to start because I think there's that quote from somewhere, it's probably in the Scrum Guide, about, "It's simple to understand but complex to get right." And you would think with complex and chaotic situations, right? But I think that-

Nick Muldoon:

And the discipline required is-

Kit Friend:

Yeah, yeah. But discipline's a good thing, right?

Nick Muldoon:

Mm-hmm (affirmative). But not everyone has it.

Kit Friend:

No. But one of my colleagues, Nick Wheeler, he uses the phrase, "Too many beanbags, not enough work done to talk about Chaotic Agile." I think you've got to have that focus on getting things done, right? Value delivery has got to be there, as well as it being a pleasant working atmosphere and balance. So it's about somewhere between the two, and I like Scrum because it gives people something too... It's a framework, right? It gives people something to hang off to start their journey, otherwise I feel like you could spend months debating whether you have an Agile master and what do they do? Where do we go? Do we have a person who holds the vision and things?

Kit Friend:

I think when people are starting off I always say, like, "Why not try Scrum? Why not see? Try it for a couple of sprints and see what works for you and then see what comes out in the wash." I mean if they're in an area where there's some fundamental contradictions, like, "Yeah, I'm not going to force sprints on a call center, right? It doesn't make sense." I was talking to someone yesterday who works on a fraud team, and it's like I'm not going to ask her how much fraud is going to be committed in two weeks time, or as part of MPI, right? It's absurd.

Kit Friend:

So in those circumstances, yeah, you start with Kanban methods and processes and practices instead. But for people who are building products, building things, I think the Scrum is a pretty good fit at the beginning. So yeah, that's my answer, so both. Why not have both is the answer to that, I guess, on the way. Yeah. It'd be interesting to see what other frameworks rear their heads. I mean I found the other day a scaled Agile framework called Camelot that involved lots of castles and things in the YouTube video. I thought that was marvelous. But there's room for a lot of planning and thinking.

Nick Muldoon:

As soon as you saw Camelot, for some reason my mind goes to Monty Python. I don't know quite why. But what's this flavor of scaled Agile called Camelot? Can you tell me about it? Because I'm not familiar with it.

Kit Friend:

I've seen one YouTube video on it, Nick. For anyone Googling it, you can find it related to the X Scale Alliance. I think it's a picture of the Monty Python Camelot on the front page.

Nick Muldoon:

Is it actually?

Kit Friend:

Yeah, yeah. I'm pretty sure weird things. And you know what it's like with techy geeks, right? There's a lot of embedded Hitchhikers' Guide To The Galaxy and Monty Python references in component names and things. So I'd be unsurprised. What I like about something like the Camelot model, other than me thinking Monty Python and castles and things, is it does evoke something in people. I think when we're talking to people about Agile we do need to evoke a feeling with them. We need to get people going, "Oh yeah, I kind of get where you're going."

Kit Friend:

So I always like to do the cheesy uncapitalize the A, what does agile mean to you? Yeah, is it about being nimble? Is it about being flexible and that kind of thing?

Nick Muldoon:

I mean I'm conscious you've obviously done Lean Kanban in university, you've done Scrum Alliance Training and Certification, Prince2, Scaled Agile of course. Why do you do all these things? I mean is it curiosity? I mean is it there's an expectation from clients that you have these certifications? And would you go and get a certification in Camelot? Or even one that I was introduced to recently was Flight Level Agile, Flight Level Agility. Which is a different way of-

Kit Friend:

Ooh, another one?

Nick Muldoon:

Yeah, another one. A different way of describing. Actually I remember, bit of a sidebar sorry, but Craig Smith from... who was at the time I believe was working at Suncorp, an Australian bank. He did 46 Agile methods in 40 minutes or something like that, and he spent a minute and he introduced people to all of these different approaches.

Kit Friend:

Yeah, and methods versus frameworks and things is a fun one to draw the lines between. I mean I've been surprised actually how few times I've been asked for certifications around things. It's changing a bit more, and I've seen definitely more enthusiasm from our clients, and in fact I'm seeing new people within Accenture which is really nice, to require and encourage certification. I don't think it's necessary that the safe course then guarantees that you're going to scale Agile successfully, right? But it's a good way of demarking whether people have done their homework and have put some effort into [crosstalk 00:14:50] knowledge.

Nick Muldoon:

And they got the foundational baseline stuff.

Kit Friend:

Yeah. Now in terms of your question around Brett, so my view is that if we try and attach the word coach to ourselves... I think I've seen country by country different trends, so when I look at my colleagues in the States there's a bit more codifying on the term Agile Coach. There's an attachment to ICA Agile and Lisa Adkins work and all sorts of different things over there which is good. Certainly in the UK and Europe, I see it as a lot more varied at the moment and it's a term that's attached to a lot of people.

Kit Friend:

If you look at people, just anyone on LinkedIn with a CV title or little bio title Agile Coach, you can see a big variety of people who've been doing different Agile frameworks for like 20 years doing things, and you can see someone who's been a Scrum Master for three months and then switched jobs, and they'll have like Agile Enterprise Coach as their title. And you're like, "Hmm, how many people have you ever done Scrum with? And have you done anything but Scrum?" And my view is if 40-

Nick Muldoon:

But I mean Enterprise Agile Coach because I've done Scrum with my team of six people in a-

Kit Friend:

In an Enterprise, right?

Nick Muldoon:

In Enterprise.

Kit Friend:

But my feeling is if all you can do to a team that you're coaching is offer one way of thinking and one approach to doing stuff, how are you coaching them then? There's no breadth to what you're able to offer. But if all you've experienced is Scrum and then you get landed with a team doing fraud investigation, how are you going to guide them on a path which doesn't include sprints and those things? I mean you might do, because you're going to take things from Scrum that become sensible, but you need that spectrum.

Nick Muldoon:

Give us a sense, Kit, what is the most quirky, or unusual perhaps is a better way to frame it, what is the most unusual team that you have introduced to Agile practices and Lean principles?

Kit Friend:

So I've got to embarrass my colleague Giles, because mine is not the most interesting. So Giles was looking at introducing Scrum to geologists for site surveying and things, which I love as an example to talk about because it's so-

Nick Muldoon:

Wow. Yeah.

Kit Friend:

When you unpack it's so interesting to think about what that would mean, and I need to catch up with him to see how far through they got actually applying it. But because it's like, "Why would you do that?" And then it's like, "Ooh, actually, they probably have a really big area to survey. Wouldn't it better to introduce some feedback loops and look at how you slice down that problem to get some value and learning delivery out of things?"

Nick Muldoon:

That's interesting.

Kit Friend:

So I really, really like that. Yeah. Then I always reference when we're teaching, there's a restaurant called Ricardo's in London that I have to make sure it's not gone out of business. I think it's still in business, but-

Nick Muldoon:

Well, I thought it-

Kit Friend:

Well, COVID, right? I think he's their owner, Ricardo. At least he's the person that's inspired their name. He applied Scrum and it's beautiful, looking at the exercises they went through when they put it in place. And on his website, which I'll ping you the URL for the show notes, but they do this cross functional teaming thing where they got all the staff at the restaurant to look at the role types that they needed, and then their availability and things. They were like, "Only this one guy can do the bar. Maybe we should up skill some other people to be able to work on the bar?" And I love that thinking of applying those elements of stuff.

Kit Friend:

So back to your question though of where have I applied unusual things to my teams, I haven't done any really quirky ones, to be honest with you. I mean I think having a background in art and design I find it... When I talk about iteration and all those areas, my mind immediately goes back to projects where we made things and did stuff and have it there, and particularly when people get panicked in a business situation I think back to... I used to freelance doing special effects with my dad whilst I was at university, because it's a great way to make cash for things. My dad worked for the BBC and freelance. I think about that immediacy and panic when I'm talking about Kanban and handling ops and incidents and things, and I'm like, "You guys don't need to panic, it's not like you're on live TV." And they have a countdown of three, two, one, right?

Kit Friend:

No one has that in our business. We panic sometimes when something falls over, but there's never that second by second delay. So I think the quirkiest places that I've applied Agile thinking are probably before my career in technology. They were in that kind of place where we're making creative things and doing stuff, and it's there where you're like, "You would never do a 400 line requirements document for a piece of product design or jewelry, right?" You would produce something rough and see what people think about it, and build things in so there's a balance there.

Kit Friend:

I mean when you're launching live products though, you do some strange things, right? And you have some fun memories from that. So I remember when we launched YouView in the UK, which is a public credential because it was for Accenture. Fine. But during launch day a colleague of mine, Ed Dannon and me, we became shop display people for the day so we were at the top of John Lewis in Oxford Street in London demonstrating the product, and that was a part of our Agile working for that week because that's what they needed. That was how we delivered value was physically being the people going like, "Hello, Mrs Goggins. Would you like to try this YouView box at the top of things?" So I remember those days fondly.

Nick Muldoon:

And so was that capture on a backlog somewhere, or?

Kit Friend:

Do you know what? YouView is where I was introduced to my love of dura, so I suspect, yeah, I don't think we did formally add a backlog somewhere. It would've been nice too, wouldn't it? I'd like to claim that my entire Accenture career could be constructed out of Dura tickets if I piled them one on top of each other for 10 years. Certainly about a 60%-

Nick Muldoon:

How many Dura tickets do you reckon you've resolved over the years?

Kit Friend:

God. How many have I duplicated is probably the question, right? Which is like 8,000. There's always duplicate of things. It's got to be in the thousands, hasn't it?

Nick Muldoon:

Tell me, you've, okay, over thousands of duplicates resolved. But you've been doing this for a while in the Atlassian space, and obviously with the Agile transformations at scale. How have these engagements at scale evolved over the past seven or eight years? And what do they look like in 2021 with this completely remote mode of operation?

Kit Friend:

Yeah. Starting at the end of that, I see light, I see goodness in things. But I guess similar to how you expressed 15 years ago, 10 years ago everyone was like, "Do Scrum and have some story points and things." I think during that period, if we go back like 10 years ago, so we're like the early 2010s or whatever we call the teens in the decades, I think we see a lot of people experimenting with early versions of SAFE. They'll do wheel reinvention and people simultaneously going, "Let's have a big meeting where everyone plans together. How do we normalize story points? You shouldn't, maybe we should. How do we do metrics there?" And that kind of stuff.

Kit Friend:

So I think certainly what I've seen is a lot of people trying out those things as we go through, and then trying to weave together concepts like design thinking and customer centricity, and there are all these bits of stuff which feel good, but they weren't very connected in any way that was repeatable or methodical or codified. Then what I quite enjoy, and linking back to your last question, is then the branching of the approaches to things. You've got SAFE, which is laudably to everyone who works on that, right? They try and write down everything.

Kit Friend:

I always say this to everyone, you're like, "Thank goodness someone decided to go on that website and make everything clickable and everything." Because when you do need to reference one of those elements, it's a godsend being able to go and go, "Yes, here is the page that talks about Lean budgets. I might not agree with everything on it, but it's a really good starting point. It's a really good point of reference to have."

Kit Friend:

Then you've got the others, and I do use SAFE at one end of detail, and even if you're doing SAFE correctly you don't do it by the book and copy and paste, right? And that kind of thing. But there is a lot of detail and a lot of options there. At the other end of the scale you've got things like Less, where it's intentionally about descaling and it intentionally focused on simplicity. Look at the front pages of the website, and on the SAFE website you've got everything. On the Less website it looks like we've done it on a whiteboard, right? And that's intentional, both of them are intentional at the end of the scale. Then we've got Scrum on the scale, which seems to be the new, rising, kind of darling of things at the moment, and that was the other thing. So what I see now-

Nick Muldoon:

And they all have a place, don't they?

Kit Friend:

Yeah.

Nick Muldoon:

It's interesting that there's a large enough audience and market for all of these to succeed, and there's a lot of overlap between them in the various ideals and practices that they suggest that you experiment with.

Kit Friend:

Yeah. I mean what I've seen in the past few years is that I think people often get laudably enthusiastic about the scaling bit. So they take a look at a word like Lean Portfolio Management or a business problem they have of how can I capacity manage? And they go straight to the scaling frameworks without stopping at the teams on the way, and that's definitely a tendency I hear more and more from friends, colleagues, geeky friends, colleagues, clients, right? They don't make that initial investment in getting the teams going well, whether it's Scrum or whether they're running in anything else.

Nick Muldoon:

Sorry. But hang on, are you saying then, Kit, that people are actually coming into a scaled Agile transformation and they haven't got the team maturity? Sorry, forgive me, but I felt I guess my belief and my understanding was that these scaled Agile transformations, for the most part, are building on top of existing successful team transformations.

Kit Friend:

I think that is how it should work right. We should be going bottom up, or at least to a certain extent. In the SAFE implementation roadmap it talks about reaching a tipping point and having... I mean you can start with Waterfall and the SAFE implementation roadmap, but it talks about ad hoc Agile and those things there. I think when people in large businesses and organizations come with a problem though, they're coming with a big problem and they want to fix that, and yeah, it's a difficult message to land, the, "Hi, you've got one to two to five years worth of getting your teams working before you can deploy the fancy portfolio management Kanban and see a flow of things right." Because people are nice. Most people are nice, most people are enthusiastic, most people want to fix things, and so they want to fix that big scaley thing.

Kit Friend:

But it's difficult to land, the, "No, you've got to fix these things at the bottom." I was describing to a colleague, Lucy, last week, and I said, "If you want an answer a question of how do I capacity manage and how do I balance demand across a large organization, you should imagine each of your..." Let's pretend they're Scrum teams without debasing it for a moment. Let's pretend your Scrum team is like a bar with a row of different glassware on it, and each time box is a different sized pint glass or a schooner or whatever you have. Now, my capacity management for a single team is me with a big jug of beer and I've got all the work that I want to do in that beer. My whole backlog of things. My capacity management for a team is pouring it in and hopefully I guess it right. I probably don't and I spill some beer in the first ones as we go through. But over time I'm trying to guess how much beer I can pour into each time box of things and we go through.

Kit Friend:

Now, the only way that I can know how much I can fit in in the future is if I see what I've got in the past, like how it went and can I predict the size of the glass, and over time I can, and we stabilize. So everything's a pint glass after a while, after we've experimented with everything there. Now, if we don't have that ability to forecast and measure, get the actual data back via some tooling at a team level, how can we manage across multiple teams? Right? You can't. You can't have a big top down roadmap where you're like, "Yeah, we want to launch the easy Agile bank across all these areas and go into the teams." Unless you have that team level maths that you can rely on.

Kit Friend:

It doesn't matter whether that's story points or whether you're doing no estimates stuff and you're just measuring flow or you're using Monte Carlo, whatever it is. You need some mathematical way of helping people understand the flow of work and what's happening there, and ideally tying it back to value with some data. Workout whether is your easy Agile bank actually a good idea or should we pivot and do something else? Yeah, is it delivering the thing that customers want when we've given them easy Agile bank beta at the beginning of things.

Nick Muldoon:

How good do you think clients are these days? So here's the thing, I guess, you talk about early transformations and it was, "Hey, we're going to go Scrum." But now there's the design thinking, I mean there's devops, there's DevSecOps, there's so many different aspects now that people are exploring and they're exploring at the same time. How do you help the client navigate this? Because they get it from every different angle from different aspects of the business, and in fact it's just got to be overwhelming, quite frankly.

Kit Friend:

Well, it's overwhelming for us trying to help right, right? People like yourselves, I mean you're like, "How do we cope with this weird specific configuration that they want to feed into easy Agile programs?" So I think that the light at the end of the tunnel that I referenced before is I see a lot more people coming with an ask of helping them get the bottom up things right, so they understand there's a pincer. We can't ignore-

Nick Muldoon:

Get the foundation.

Kit Friend:

Yeah. But we can't ignore that there's the big business, right? There's the people expecting big things and they've drunk the Agile Kool-Aid, they've read the article and they want to be there. So there is that top down pressure, but I am seeing more and more asking for advice and help to do things at the bottom. On a couple of areas recently, my current theory of the day, and I have a favorite theory every six months or so so this won't be the same later in the year, but I really, really like training the product owners first to help with that transformation. My current theory is that it's because they're like the battering ram to help the business understand what's happening with these delivery teams, and build the bridge and link between things and form that.

Kit Friend:

Because if you don't have the product owners being the conduit and the voice of the business and the customer and the voice of the team back to the business in doing things, I think the rest of it falls down. So my theory at the moment is that if you start by training the product owners that's the best way to begin things and it helps with the scaling body scaling, the focus on the team level to help do things.

Kit Friend:

To be honest, even if they're not doing Scrum, I think that the role of a product owner, relatively close to what the Scrum guy says, if we take out the sprint references and things, I think that's a sensible thing to have in every cross functional Agile team, regardless of what you're doing. And it's a distinct personality type, right?

Kit Friend:

I often talk when people are doing our Agile Foundations course, where we're like, "Here's everything. Find your place." I think that most people, or certainly most people I train, fall quite clearly into a product owner or a Scrum Master style personality type. I'd say about 80% you can tell, like, "You're a producty person. You're a Scrum Mastery type person. Or if you're not doing Scrum, a coach, a facilitator, a team builder." Maybe about 20% can flit between the two, and they're special people. The Unicorns as we have in every industry and type, but most people fit into one of those. I think it's good to think about how those personality types work in your business.

Kit Friend:

The other thing I love about training the product owners first, it really unveils upon them that, let's say, we're now at... "Hi, Nick. Yesterday you were the business owner for this process and doing things. You're now a product owner, go. And you can only have till Monday." If we train you, you're like, "Oh my God, I didn't realize I was now accountable for the value of this whole team delivering. It's my problem to make sure they're delivering good things? I didn't know that." So if we do that training right at the beginning I think it sets a baseline of expectations of what we're asking of those people, and the responsibility that's placed on them. Yeah.

Nick Muldoon:

When you're doing this Agile Foundations course that you run for folks through, are you doing a DISK profile as part of that? Again to assess their personality type.

Kit Friend:

No, no. That would be really good. What a great suggestion. I can include that.

Nick Muldoon:

Well, I'm merely inquiring because I wonder. I'm just thinking about it now, I'm wondering, are there personality types that are more likely to be the product owner? Is a product owner more of a CS and is a... Yeah, I don't know.

Kit Friend:

I don't know. I mean it's one of those things, isn't it? I forget the number of personality types and roles I've been assigned in various bits of my career. I can't remember. Back when I was a Student Union Officer, I'll have to look up the name of it, but we had the ones where, "Are you a completer finisher or a shaper?" And all sorts of those things there, and then DISk was relatively popular. We've got a Gallup Strengths Test within the Accenture Performance Management Tool, which is actually really interesting.

Kit Friend:

The bit I like about the Accenture one is when you join a new team you can bunch yourself together in the tool and see what people's different strengths and personality traits are, so you can be like, "This team's very heavy on the woo. Or you're a team that's full of energy or ideas with things, and it's quite interesting too." I mean it's nice to see the strength, but it's also interesting to notice where you might have gaps and you're like, "I need to make sure that someone's keeping an eye on quality because we all get very excited and run fast."

Nick Muldoon:

Do you remember, this would have to be a decade ago now, I'm sure, but I think his name with Larry Macaroni or Larry Macayoni, and he was working for Rally Software at the time, and he did a very wide ranging study of the effectiveness of Agile teams? And I'm just thinking back on that now, because he was looking at things like defect rates, escaped bugs versus captured bugs and all sorts of other bits and pieces. But I don't think he touched on the personality traits of these teams and whether even Dave the Cofounder here at Easy Agile, my business partner, he was talking. He shared a blog article this morning about neurodiverse teams and I'm just trying to think, do we know is there a pattern of DISK profile distribution, neurodiversity distribution, that leads to a more effective team?

Kit Friend:

I don't know. I haven't read. Yeah, it's Larry Maccherone, but it's not spelt the way I suspected originally. I put in Macaroni, based on your pasta based pronunciation of things. So it looks like it's the quantifying the... What's it called? Quantifying the Impact of Agile on Teams, which is really interesting.

Nick Muldoon:

But I don't know if that sort of study has been done since he did it back then.

Kit Friend:

Particularly the personality types is interesting, and neurodiversity is another interesting element. So I've got dyslexia and dyscalculia, and one of the bits I've found-

Nick Muldoon:

What's dyscalculia?

Kit Friend:

Well, just like dyslexia, there's quite a spectrum covered by one term of these, so it's large. But effectively my particular diagnosis, I have problems processing sequences of numbers. So you can read me out a sequence of numbers and if it's exactly that, I can cope with it normally because I can do visual processing, because that's my creative industries background, it's what we do, right? We visually process. But I can't repeat them back to you backwards, I can't reprocess them as units of stuff with things. My wife says-

Nick Muldoon:

How did you even come across that?

Kit Friend:

So a retrospective again, so my sister was diagnosed with dyslexia at school, and she's got a more traditional dyslexic diagnosis. So when you hear dyslexia, people normally associate it with not being able to read and spelling and grammar and that kind of stuff. Dyslexia, as you might know from [inaudible 00:35:00] is actually... I'm waiting for them to split it, to be honest with you, because it's so broad. But my diagnosis of dyslexia is more about my short term memory processing, so it's the ability to process. I can read and write fine.

Kit Friend:

My sister got diagnosed at school, had blue glasses, all the conventional grammar and spelling related elements of dyslexia. My dad got diagnosed then in his mid 50s, I think at the time. So he started working at the University Arts London, my art college, my dad still runs the woodwork shop in central St Martins in their beautiful new campus in King's Cross in London. He got diagnosed with things, and I was like, "Hmm. I know it's hereditary, I should probably get checked." So I think I was 25 or 26, and one of the lovely bit... I mean there's many lovely bits about working at Accenture, but a large corporation has really, really good support networks and things.

Kit Friend:

So I pinged the right people around, and they were like, "Yes, of course we can support you getting an assessment. We'd love to make sure that you're able to function." So I got an assessment done and they were like, "Yeah, you're dyslexic and dyscalculic on this kind of area." But the more interesting thing was that they were like, "Here's the coping mechanisms that you've developed." And the coping mechanisms was a list of my career and choices and education. It was like, "You will choose things where you can do abstract thinking and drawing." It was really funny because I never felt like it blocked me at school, I quite enjoyed exams and things.

Kit Friend:

But I was terrible at revising, right? I can't go through notes and do things there. Looking at my diagnosis I was like, "It's because I don't process things that way." I have to process things visually, I have to draw, I have to chunk things. Now I look at the way that I work with Agile teams and I coach teams, and I create abstract references to things, right? I'm teaching product owner and Scrum Master courses on Mural where we move things around and create objects.

Nick Muldoon:

Or the example that you used before, Kit, with the beer glasses at the bar.

Kit Friend:

Yeah. I can't deal with numbers in abstract, right? I have to deal with them in an analogy or I have to be able to visual them. I'm hopeless at coding, I can't store concepts like variables in my head. They just fall apart, it's like building with sand in front of me and it's all dry and crumbly. And I think in fact when I looked at that diagnosis and I was still, what? I'd be like three or four years into my career at Accenture. I looked at the way that I'd begun to get slowly addicted to tools like Atlassian and Dura, and I was like, "Ah, I'm compensating for the fact that I have basically no ability to memorize things in the short term." I'm helping visualize stuff in the way that I help teams and build tasks and things, in a way that means I'm outsourcing my short term memory to this lovely tool where we do things there.

Kit Friend:

Yeah. I've grown to love it, I think you have to work with it right. I speak to some of my colleagues, I teach at the moment with an Agile coach called Lucy Sudderby and another one called Charlotte Blake, and I'm like, "Thank you, guys, for compensating for my dyslexia. I appreciate that you kind of balance out my inability to memorize anything." Yeah, hopefully they feel they benefit from some of the quirky strengths of it when we go through, but it's a balancing act, right?

Nick Muldoon:

That's very cool. Thanks for sharing that.

Kit Friend:

No worries.

Nick Muldoon:

I'm just thinking about it now, as you mentioned coaching with Lucy and Charlotte, and going back to something that you said earlier, Kit, with respect to... I don't know if you said the leaders, but basically the folks at the top drinking the Kool-Aid. I'm interested to know, how do you create, going back to this other thought that you had, I'm trying to connect dots, going back to this other thought that you had right up at the top about the psychological safety, right? And that feeling safe. How do you provide a safe space for these leaders that could be CEOs of business units or execs, GMs, whatever they happen to be, provide a safe space for them to actually ask questions and do Q&A and learn without feeling?

Kit Friend:

Yeah. Because we forget that they're people too, right?

Nick Muldoon:

Yeah.

Kit Friend:

There's this idea that these leaders are somehow insurmountable, they have no fear. But we need to build a safe space for everyone around things, I think you're right. I think we get the same sort of question when people talk to me about how they can convert people to Agile or make the case for things in an organization but not sure about it. I think that the answer, relatively saying, in that we need to give them some data, some facts. So my view is that it's not good to come to people and talk about...

Kit Friend:

I somewhat cynically criticize when people talk about Agile ways of working, and they'll often abbreviate it to WAW or something as well. I think when we talk about agility too abstractedly, and I say the phrase wavy hands too much, but when we talk about it within specifics too much, it encourages a sense of anxiety and it's a nebulous, wishy washy kind of thing so I like to bring some data to people. My favorite ones to use, and I need to get updated stats, but the Sandish Chaos Reports are an amazing project management journal, where they talk about success and failure of Waterfall versus Agile projects.

Kit Friend:

Now, there's a bunch of questions it leads you to about how do they classify Agile and all sorts of things. But indisputably, what it tells you is that the traditional way of doing things that we are told is secure and safe, if I go to a procurement team or a finance team and I go, "I'd like to build this thing, guys." They're like, "Great, give me the milestones, give me the plan." And there's this inbuilt assumption that that's a safe and responsible and proven way to do things.

Kit Friend:

The Sandish Chaos Reports tell you it's a terrible way to do things, right? They're like, "Statistically, doesn't matter what you're building, what industry, what you're doing, it's a terrible idea to fix scope at the beginning, trust your plan and have a system which fails when you have any change." And when you unpack it, like when we talk about agility overall, what are we saying? We're saying it's not a good idea to begin something and for it only to be able to succeed within fairly tight boundaries, where no one changes their mind for the duration of the thing, everything goes exactly as you plan and when does that ever happen with technology? And the world doesn't change for the duration of your thing.

Kit Friend:

Most of the time when we're talking about these project things, like how long are they? Three months to three years is the window I usually give. Three months, I see rarely in any industry these days, right? These big efforts where people are trying to do these things at scale, you're talking multiyear. What are the chances that the scope can be frozen for that period? Pretty low, and also what's the chance that the people that you asked for the requirements at the beginning really knew them all? Everyone's normally really nice, they try their best.

Nick Muldoon:

The chance that the people you ask at the beginning are going to be there when you actually get to the next-

Kit Friend:

Yeah. There's a whole set of fundamental problems with that. So I like to bring that kind of data to our leaders when they're asking about the case for agility, so it's not about, "Do you want to sign up to use a framework?"

Nick Muldoon:

But let's say, Kit, that they've made the case for agility, they're there, they're doing it. What's the space that you provide for them? Do you have a CEO round table where they can go and they've got a shoulder to cry on and go, "This Agile transformation is going harder than I thought it was going to be"?

Kit Friend:

Agilists Anonymous, [crosstalk 00:42:19] company. Yeah. I think it is a good idea to pair them up, so I get a lot of requests at the moment for us to provide coaches directly to support leaders. I've also seen a trend in reverse mentoring, separately big companies. But that kind of idea of, okay, you've got these people who are really experienced, and their experience is relevant, right? We're not saying that the CEO's 30, 40, 50 year career in something is invalid now and we know better than them. But they're trying to match that up with these, not even emerging, right? Because the Agile Manifest is 20 years old now. But they're trying to match these up with these foreign, new practices and things they've got, and that requires a bit of hand holding. So yes, there's a personal angle there. I don't think necessarily a round table is the way to do it per se, but giving them someone that they can chat too and, yeah, an ability to relate and go like, "What is this thing?" And decode the jog, I think is really useful.

Kit Friend:

So data about success rates is important, right? But the other data that's really important I think to help provide that sense of safety is about value delivery, and this is where I think most people are still having trouble. We've just about got to the point where people can start to attach a concept of benefits and value at the start of things. Now, often that's still too big. We talk about the value of the entire project, can you assign a notion of value to every epic and story in your backlog or whatever units of stuff you're doing?" Probably not, right? Can you do it in a pound or dollar or euro or whatever your local currency is figure? Probably not. But can you even rank them one to 10? Maybe with things.

Kit Friend:

So I think the evolution of OKRs and KPIs coming in, and people starting to internalize that more, offers some hope. It's still relatively immature in most organizations and you're still kind of getting there. I feel like every sort of practice and things, it's probably going to have some misinterpretation, enthusiastic and well meaning interpretation, but you're going to get some people using it somehow to Waterfall things probably in some areas. But bringing that data that gives them some sort of feedback loop that makes sense to those people in those senior positions I think is really powerful. The opposite of this is where they expect to see RAG statuses and milestones and that's the only data they get from their teams, right?

Kit Friend:

I sat down with an executive of an organization a few years ago and I was like, "Please invest in your tooling. Please do it." And he's like, "Why would I need to? I have these slides where they tell me green and the dates are there." And I was like, "I love that you're trusting, and I like to trust." The trust in the teams was really, really good. But I knew the teams and I knew they didn't have any tools. It was project managers getting stressed and running around, and then I knew that all the RAG statuses were going to go, "Green, green, green, green. Red." It was the Watermelon Effect that was going to happen, right?

Kit Friend:

So when I see conversations like that happening, I want to empower them. I want to empower them with data and bring those things together. I think that data about why doing Agile is really important, the data about how it's really going on your teams, and the ability to make decisions based on it is really important. There's the Scrumming case study on the Saab Gripen is lovely because they, in one of the articulations, they do the sequence of morning standups and allegedly, according to the case study, I'm pretty sure it's true, they do 7:30 in the morning, which is insane. I don't know why they start at 7:30 in the morning in Sweden, but apparently they start at 7:30 in the morning. But they do a sequence of standups and the idea is by the end of the hour the cascade of standups means that any impediment can reach the executives within the hour and they can fix it.

Kit Friend:

That feeling of connection, that trust in teams and that show of progress, real working things being the way that we communicate that we're making progress, I think that's how we build some safety in and help our leaders do things. Not RAG statuses and milestones and Gantt Charts. They have to have that realness with things, hopefully.

Nick Muldoon:

It's interesting. It makes me think, we did a factory tour recently and it's a factory that makes air conditioning manifolds for commercial buildings, and they actually-

Kit Friend:

What? Why were you touring an air conditioning factory? Were you buying some air conditioning?

Nick Muldoon:

No, no, no. Lean principles, right? You want to see the application of the principle.

Kit Friend:

Wow, you're living it, you're living it. It's wonderful.

Nick Muldoon:

Yeah. So they do breakfast from 6:15 to 6:45 or 6:30, something like that, and then they get going. I think they do their standup at 7:45 after they're actually in the flow, they come together, "Okay, where are we at for today? What are we working on?" Then that rolls up to the ops team and then that rolls up to the leadership team, and then at the end of the day they do their closing huddle for the day, "Hey, have we got all of our tools? Are we back? What are we going on with tomorrow morning?" So it was like the start and the finish of the day and it's really interesting.

Nick Muldoon:

Just thinking about, we introduced an end of day huddle in COVID, when we were all on Zoom all the time, and I think it was very useful. But then of course as we get back into the office, it drops away. It's interesting how things evolved, right?

Kit Friend:

Yeah. And you're the big Head Honcho, right, Nick? I have a worry niggle with end of day meetings, about whether they're for the team they're for people to feel they're across stuff, and I find it interesting because I'm having to take people through practicing for Scrum Master exams and things, lots at the moment, and I really like talking about how standups are for the team. They're for the developers, they're not for the product owner even, they're certainly not for the stakeholders. Now, I consistently see with a lot of these Agile ceremonies, I'm like, "Who's getting the benefit from that meeting? Is it someone getting a status check in or is the team getting it?"

Kit Friend:

And if the team enjoys it, if the team gets something from the end of day huddle and things, I'm cool with it. But sometimes I see things, and the two anti patterns I see with leaders joining, of any level, joining the meeting, so the first is that they use it as like their aeration platform. The team's ready to go with their standup and then the leader of whatever level pops in and he's like, "Team, I've got this update for you." And then it's like 10 minutes of their amazing update and mini vision for the day, and then at the end it's like people are going, "Yeah, now do your standup. Now do the Scrum kind of thing." And then the other thing is that where it becomes like a status check in for stuff, and I'm like, "It's not what it's for, guys. We should be focused on [crosstalk 00:48:57]-"

Nick Muldoon:

We do. So we can get done with 22 people in six to eight minutes.

Kit Friend:

That's slick.

Nick Muldoon:

It's taken time to get here, but what we actually started out asking for was one good thing, and that's typically a family, community thing, what are you going on with today, do you have any blockers? And it's interesting now that we're having this chat, Kit, I do not see blockers come up very often, so I wonder why that is.

Nick Muldoon:

Yeah, anyway. Hey, Kit, I'm conscious of time. I've got one last question for you.

Kit Friend:

Yeah, go for it.

Nick Muldoon:

What are you reading at the moment? What books are you reading or have read recently that you'd recommend for the audience to read?

Kit Friend:

Yeah, I'm between businessy books. I need to find a next one. One attribute, and it's probably not my dyslexia, I think it's just because I'm lazy, I'm really bad at reading business books, like serious books with things. So I rely on audiobooks lots to consume meaningful data. I really, really enjoyed listening to Lisa Adkins Coaching Agile Teams audiobook when she released it, because I knew I wasn't going to get through the book and so-

Nick Muldoon:

Did she narrate it?

Kit Friend:

Yeah, which is even better, right?

Nick Muldoon:

Cool, yeah.

Kit Friend:

So lovely to hear from the authors' voices when they're doing things. So I'd really recommend that, and then accompanying it after... I mean either way round, listen to the Women In Agile podcast series on coaching Agile teams, because they talk about each other and there's a whole episode on language, and she talks about how between writing the book and narrating the book, reading it, there was bits of language where she just cringed and she was like, "I can't believe I wrote that." And it really resonates it with me, thinking about my Agile journey and how I would cringe at what I did with teams five, six years ago. As we all do, right? You look back with hindsight.

Kit Friend:

So Coaching Agile Teams is really, really good, and I'd recommend. When [crosstalk 00:50:54]-

Nick Muldoon:

Isn't that beautiful, right? Because if you look back and you cringe, it shows that you've evolved and adapted and you've learned, and you've improved?

Kit Friend:

Oh yeah, if you look back and don't cringe, either you were perfect which is unlikely, right?

Nick Muldoon:

Unlikely. Unlikely.

Kit Friend:

[crosstalk 00:51:07] things, or you're oblivious which is more likely. I don't mean you personally, Nick. So Coaching Agile Teams is really good, I still recommend the Whole Time if people are trying to get their head round what it's like to work in Agile, what's there. I used to recommend The Phoenix Project, and then I really enjoyed The Unicorn Project more for filling in a team. Your talking about the air conditioning factory just reminded me because of all the Lean kind of things. I really like that, and I struggle when I explain to people because I'm like, "It's not dry, it's a novel about an Agile transformation, but it's not [crosstalk 00:51:42]

Nick Muldoon:

It's not. I love it. I get up and I read the newspaper, right?

Kit Friend:

Yeah.

Nick Muldoon:

That's my thing in the morning, and I would never read a business book at night. But The Phoenix Project and The Unicorn Project, I've read them several times as bedtime books.

Kit Friend:

Yeah. To your kids, Nick? Do you sit there [crosstalk 00:52:01]

Nick Muldoon:

I will. I'll get there. I'm starting to teach them about Lean principles, build quality in. Yeah.

Kit Friend:

Yeah. If you haven't done it already, getting your kids to story point Lego is really amusing and I've enjoyed a lot. I know it's just like time gym, but I enjoy doing it with my son, Ethan, because you know how difficult it is to get adults to get relative sizing in units, and kids just get it. It's wonderful how they just don't get distracted by the fact that you've got an abstract unit, and they're like, "I get that idea." I got Ethan story pointing in five minutes, I've struggled to get some adults story pointing in like five days and they argue about, "Do you mean it's days, ideal days, hours?" Things.

Kit Friend:

So yeah, Unicorn Project I think are really good. I haven't actually read it all yet, but I do want to read and I recommend the whole time because of a really good podcast, 99 [inaudible 00:52:51] Invisible Women by Caroline Criado Perez. So when we talk about being customer centric and about really knowing who we're providing our products for, I think there's a really powerful story around making sure we understand the data and when we're going through, and Invisible Women has some amazing, horrifying, but amazing stories and bits of data and narrative around it. So I think those would be my three at the moment, three's a good number to ask people to start with, isn't it?

Nick Muldoon:

Okay, cool. Kit, this has been wonderful. My takeaway is I've got to read The Invisible Woman, because I haven't heard that book.

Kit Friend:

Invisible Women, there's lots of them is the problem, Nick.

Nick Muldoon:

Invisible Women, okay. Thank you. That's my takeaway that I've got to read. Kit, this has been beautiful, I really enjoyed our chat this morning.

Kit Friend:

It was a pleasure as well. Thank you so much for having me, Nick.

Nick Muldoon:

I hope you have a wonderful day, and I look forward to talking about this journey again. I want to come back and revisit this.

Kit Friend:

Yeah. Let's do a check in. We should do our DISK profiles for the next one maybe, and we can find out maybe I'm meant to be a product owner and you should be, I don't know, you'll be like test lead or something it'll say. I don't know. We'll find out.

Nick Muldoon:

It's beautiful. All right, thanks so much, Kit. Have a wonderful day.

Kit Friend:

And you. Bye now.

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