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Easy Agile Podcast Ep.1 Dominic Price, Work Futurist at Atlassian

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"I had the pleasure of sitting down to chat with Dominic Price from Atlassian. It was so enjoyable to reflect on my time working at Atlassian and to hear Dom's perspective on what makes a great team, how to build an authentic culture and prioritising the things that matter."

- Nick Muldoon, Co-CEO Easy Agile

Transcript:

Nick Muldoon:

What I was keen to touch on and what I was keen to explore, Dom, was really this evolution of thinking at Atlassian. I remember when we first crossed paths, and correct me if I'm wrong, but I recall it was like late 2014, I think.

Dom Price:

Yeah, it was.

Nick Muldoon:

Scrum Australia was on at the time, and you're at the George Street offices above Westpac there, wherever, and we had Slady in the room, there was yourself. I think Mairead might have been there, I'm not too sure.

Dom Price:

No, probably not. I think it was JML's engineering meeting, engineering relationship meeting.

Nick Muldoon:

Right.

Dom Price:

Involved in the

Nick Muldoon:

Hall of Justice, right? Not Hall of Justice.

Dom Price:

Not Hall of Justice. Avengers.

Nick Muldoon:

Avengers. When was the last time you were in Avengers?

Dom Price:

A long, long time ago. A long, long time ago.

Nick Muldoon:

You've been working from home full-time since March, right?

Dom Price:

Yeah. Although, actually for me I can work from anywhere for three and a half years.

Nick Muldoon:

Yeah, fair enough. Okay.

Dom Price:

The shift for me was missing the work element. I'm missing the in-person work element because being on the road a lot, having that one day or two days week in the office, there's connective tissue, I didn't realize how valuable that was. Going five days work from home is not a great mix to me.

Nick Muldoon:

No, not a great mix for me either, Mate. I was the one that was coming into the office during lockdown. I was like, "Oh." It was basically an extension of my house, I guess, because I was the only one that was coming in. But I could turn up the music and I could get some work done without-

Nick Muldoon:

Yeah. All right. Back in late 2014 when we first crossed paths, we're at JML's engineering meeting, and that was before JML had gone to Shopify.

Dom Price:

Yes.

Nick Muldoon:

We were talking about all things. I remember talking about OKRs, which was the Objective Key Result framework that we were using at Twitter that I think Atlassian was looking at for the first time.

Dom Price:

Yeah, we'd been flirting with for a while.

Nick Muldoon:

Flirting with for a while. What was Atlassian using at the time? What was VTFM?

Dom Price:

There was two things we had at the time. VTFM which was Vision, Focus Areas, Themes, and Measures, which was our way of communicating our strategy, our rolling problem strategy. But then off the back of that we had what I would call old school KPIs. Right? We'd pick goals, right, we'd pick ways of measuring those goals, but very KPI-focused and very red, amber, green scoring focused. When we were small, it worked okay. It didn't scale particularly well because it became punitive. If you were green and you hit your score, you got ignored because you were always meant to, and if you were amber or red and you missed by anything, you got punished. Right? It's like, "Please explain." You got the invite to the head master's office.

Dom Price:

We wanted a way of getting stretched into there and also be more outcome-focused, because I think when we scaled KPIs, we got very output-focused like, "What did you do this week? What's the thing that you shipped?" Actually, the thing that we forgot about, and I think it was by accident, it wasn't bad intent, but we forgot about what's the outcome or impact we're trying to have on the customer, because that happens after the event. OKRs were a way of putting stretch in there and building the idea of moonshots and big ambition. But then also, refocusing us on, what is the impact we're trying to have on the end customer, not just what's happening in the sausage factory?

Nick Muldoon:

With that end customer perspective though, did you get that with the VTFM?

Dom Price:

No. Actually, the first year we rolled that OKR, that was part of the problem. We had the VTFM because that stayed, right? That was like the sacred cow for the first year. That stayed, and we just had OKRs underneath. Yeah, and we're like, "Well-

Nick Muldoon:

So you're mixing them together.

Dom Price:

... which ones do we report? The measures in the VTFM because that's our Atlassian level plan, or the OKRs, which is the things we're actually doing and the impact that we're having. You're like, "Well, both," and you're like, "Well, they don't meet. There's no cascade up or down, left or right, that had them aligned properly." The year after we actually phrased ... we got rid of the VTFM, and we now have our rolling 12-month strategy phrased as OKRs.

Nick Muldoon:

Right. Okay. At that time, Dom, back in 2014, when you were flirting with OKRs, as you said, was the VTFM that you were working to replace, was that company, department, team, individual, or did it just stop at the team?

Dom Price:

Yeah. That's where it didn't really scale, right? The organizational one made sense, and again, when you're smaller, it's a lot easier to draw the linkage between your team or your department and the company one. As we scaled, what happened was we'd have a company level VTFM, and then each department would go and build its own. The weird thing is, and again, this works for a phase, and then you realize it doesn't, is we don't create value up and down the org. We create value across the organization, and so building these VTFMs in departments was honing our craft. But it was doing it at the detriment of how you work across teams.

Dom Price:

I think that it's one of those things that at the time, we didn't realize. If I had a crystal ball, it would have been great. But it seemed like the right thing to do. Engineering had a VTFM. So did Design, so did Product Management, and you're like, "You know we only ship one experience, right?" I don't care if engineering's perfect and design's not because that's letting the customer down because this one experience that we shipped. There was this whole sort of arbitration where we'd build them vertically, and then try and glue them together horizontally, but they'd all been built in isolation.

Dom Price:

Then When it comes to trade offs, and every business has trade offs, whether you admit it or not, when you're like the best laid plans literally stay on paper, right? That's where they exist, then reality kicks in one day after you've built the plan. When reality kicks in, what trade off are you going to make? Are you going to do the trade off that delights the customer, maybe compromises you? Right? then how do you do that internally? Are you going to help Design and Product Management and load balance that way, or say, "Well, yeah, I'm an engineer and we're fine. It's Design's fault. How we'd adapt everyone is Design's fault." We quickly realized that a vertical model brought about some unintended consequences and some odd behaviors that weren't really the kind of behaviors we wanted as Atlassian.

Nick Muldoon:

Back in that time, Dom, in 2014, 2015, did you have the triad then with the product design and later for each of those groups?

Dom Price:

In physical people, yes.

Nick Muldoon:

But in-

Dom Price:

... modeling, no.

Nick Muldoon:

No. Okay. How did that come to fruition, that triad where they were working as one in harmony to deliver that customer experience?

Dom Price:

I think essentially, it's one of those brilliant mistakes when you look back. We're really good at reflecting, and you do a few reflections, and you suddenly see the pattern, and you like, "Hey, our teams that are nailing it are the ones where we've got cognitive diversity and the balance of skillsets." Not where we got one expert or one amazing anything, but actually, you're like, "Yeah, actually -

Nick Muldoon:

If look at some of these patterns-

Dom Price:

Yeah. You're like, "Hey, I just saw that design." They get the product manager in a headlock and have a valid argument at a whiteboard. You're like, "I actually like that. That's what I like, the meeting where there's consensus and violent agreement." Maybe that's the wrong signal, right, that the right signal is this cognitive diversity, this respectful dissent. You see that, and we're like, "Hang on, we have the realization that engineers build great usable products, and product managers are thinking about the whole sort of usability and along with the designers. Viability, you're like, "Oh, we need all three. All three of those need to be apparent for a great experience." You're like, "Cool. Let's double down on that." Right?

Dom Price:

We started to hone in a lot more on how do we get the balance across those? How do we understand the different roles? Because we didn't want to become homogenous. You don't want those three roles to get on so well they all agree. You also don't want to violently disagree all the time, right? A little bit of disagreeing commits great. If they're always in disagreement, then that comes out in the product. How do you find the things that they stand for, and how they bring their true and best selves to each phase? Right? If you think about any given product or project, there are natural phases where their skillsets are more honed, right? In the phases for us, part of managing design is often a lot better with the ambiguous and a whole lot of stuff. When it comes to building, I'm probably going to listen to the engineer more, right?

Nick Muldoon:

And you're handing it over to delivery.

Dom Price:

Yeah. But then also, it's like, well, it's not the ... If you think about delivery time, I think we'd sometimes think of it as the relay race. I think that's incorrect, because everyone's still going to see the relay race. Once I've run my lap, I'm done, right? But in product development, it's not because when I hand over the baton, I still have a role. Even if it's in build phase, the product manager and the designer still have a massive role. It's just that they're co-pilots and the engineer's the pilot, right? You don't disappear, your role changes. I think that was one of the nuances that we got as we started to bring in the right skills, the right level of leadership, the right level of reflection to go, "How do we balance this across those phases, and how do we be explicit on what role we're playing in those different phases?

Nick Muldoon:

Okay, that's interesting. I'm going to want to come back to that when we turn our attention to the customers in the Agile transformation landscape more broadly. But one thing that has got me thinking about with respect to this balance is the fact that Atlassian had the discipline to hire for a triad, right? If I think about, I think this was around 2013 at Twitter, and in one of our groups, we had pick a number, but there would have been 200 people, and there would have been less than 10 product managers. I think we actually had a ratio of like 20. It was something silly like 26 engineers to a product manager. It wasn't even a design counterpart necessarily for each of the product managers. The balance was way off, and it wasn't very effective. Was there a time at Atlassian where there was this reflection? Because I'm just trying to think, in my time at Atlassian, I don't think we had maybe a great balance. I think there was a much heavier in engineering than there was in design and product.

Dom Price:

Yeah, it's one of those things that if it's not there, you don't miss it. Right? It's weird, right? It was a lot of it before my time, but when I listened to the story, it's like even design as a discipline when I started in 2013 was a very small discipline. I think even then, it was kind of like a hack to the notion where it was like, "Oh, yeah, we got some designers. They do the pixels, right? They make stuff look pretty." .

Nick Muldoon:

They do T-shirts and they do like .

Dom Price:

Who knows, right? But it makes us look pretty, right? They drink craft beer, and they sit on milk crates. We had this archetype of a designer, and then you like, "Oh, actually, once you start to understand user experience, the integration points, design languages, design standards, and the experience, once you get your first few designers who say, "Here's how our products fit together," and this is the experience from a customer lens, you're like, "Oh, I'm not sure I'm a fan of that." It wasn't badly designed, but nor was it particularly well-designed. Once you start to make some improvements, then you start to measure customer satisfaction, and you make that experience more seamless, you suddenly see the value.

Dom Price:

I think for Atlassian, I think we started as an engineering company. We added product management, and then begrudgingly added design. Interestingly, in my time there, the most recent thing we've added is research.

Nick Muldoon:

Yeah. Okay.

Dom Price:

Fascinating evolution for us again to go, "What do you mean, research? I'm a product manager. I know everything about the industry in the section of the competition." They're like, "But do you know anything about the customer, and the job to be done at the top tasks, or how they experience, and thinking about things like accessibility, thinking about how our products integrate with other products, thinking about not just from a competitive landscape, but what's the actual job to be done, and what are the ways people are trying to do that, and the drop off points.

Dom Price:

Research has become a new muscle that we had the exact same experience with. First time you roll it out, people are like, "Oh, we don't need that. It's overkill." You're like, "I see, it's really quite good." Hard to integrate because you're giving me findings I wasn't expecting, and then there was a shift both for designers, but also for the product managers to go, "Oh, I can use a resource now because you're this independent group that can help me understand, not just my product and iterating on my products, but a level up, what's the thing that my products trying to do? Who am I competing with, and what does that experience look like end to end?" It's a completely different lens.

Nick Muldoon:

Basically what you're describing there, Dom, is you've still got the triad of the product design and leads. But now you've got this. It's a centralized kind of research team?

Dom Price:

Yeah.

Nick Muldoon:

Do they drop in for particular projects in different areas?

Dom Price:

Yeah. If you think about it, if you strip it back to plain common sense, I think over time, we got really good at explore and build. But maybe we lost a little bit of the muscle around wonder. These researches are great. The blinkers are out and they wonder, right? I'm sure they physically do this as well, but mentally, they stroll, right? They go quite broad, and when they come back with their insights, you're like, "Wow, that's given me a really good broad perspective." I'll give you a quick example where we're working a lot, and we always are on accessibility. It's easy to look at your current products and start adding stuffing. Right? That's the logical way of doing it. Or you look at your competitor's products, and how do you become a pair or a peer? Easy.

Dom Price:

What our research team did was they actually got a whole lot of people with different sight and mobility issues, and said, "We're going to now get you to use our products and go through some key tasks." They're already using it, but it's like maybe they're on a screen reader, or maybe they can't use a mouse, they can only use keyboard shortcuts. You suddenly see the experience through their lens, and we record it, and it's tracking eye sight and line of sight using all the actions. You've got this level of detail there where you're like, "Well, I know we're trying to build empathy, but actually seeing that experience firsthand is completely different than trying to think about it."

Dom Price:

You just seeing it through the lens of this person. The research team did weeks and weeks and weeks of research with different users, different backgrounds, different disabilities, different products and different tasks to give all of our teams the sense of what is it like as the actual person. Here, you can actually walk in that person's shoes, or it feels like you are.

Nick Muldoon:

If you're a product manager and a designer, and you're ... Because it sounds to me, Dom, like that sort of investigation or exploration that you're describing there with respect to mobility-impaired or sight-impaired people, that's something that it might be hard for me to bring that into my OKRs for our product. For that triad, how do I have ... I'm trying to push forward and chase down monthly active users, or cross-flow, or whatever it happens to be, and that's much more long-running. It's like it's a long-running thread that's just going to stay open for 18 months while we think about this stuff and have these conversations. Does that research group, do they actually have their own OKRs, and are those OKRs annually?

Dom Price:

Yeah. Yes and no. We do mostly OKRs across design, research. We now have a ways of working team. They tend to be shared OKRs or more cross-functional, are cross-functional to shared. The cross-function as in we have the same objective, but different key results.

Nick Muldoon:

Yeah, okay.

Dom Price:

If you think about accessibility as an objective, the research team, their key result is about having the latest greatest research and insight so that we can learn and understand. You're like, "Cool, that's your task." Right? The design team, your OKR is to take that insight and turn it into some designs, usability, and then you can actually go along the value chain, and each different person in that value chain has a different OKR.

Nick Muldoon:

Okay. Still today though, there's no OKRs at an individual level, right? It's all team, group-based?

Dom Price:

We have odds and sods. I've dabbled with it a little bit. Sometimes I think I've always got individual OKRs. The question is whether I share them or not. I think if you think about the majority of knowledge workers, they will have individual goals, "I want to learn a new skill, I want to acquire a new "

Nick Muldoon:

Honing the craft.

Dom Price:

Yeah, right? Whether you write that down and it benefits you or not is not up for debate. When it came to writing them down in a collective, having a single storage of them, any kind of laddering, I think the cost of that is higher than the benefit. Right?

Nick Muldoon:

Okay.

Dom Price:

We strayed away from saying everyone then must have individual OKRs, and then ladder, whatever, because it ends up getting very, very cumbersome, and actually very command and control. What we've done instead is really say to our leaders, and this is leadership by capability, not by title, but saying to our leaders, "This is part of a conversation you should be having on a regular basis with your people around growth, and how you're inspiring them, and how you're motivating them. How are they developing and evolving? What are the experiments they're running on themselves? Right? How are they with other people? What are their challenges, and how can you help them never get those challenges? What are their points of amplification that you should be calling out with them to turn the dial on that? Right? What are their superpowers that we should be really encompassing, right, and nailing?" That's part of a leadership conversation. Does that need to be written down and centralized? No. To me, it becomes a zero benefit to documenting that.

Nick Muldoon:

It's interesting hearing you describe that. That's very much learning and development-focus. If I think back to Andy Grove's High Output Management, my understanding of that at an individual ... of OKRs and an individual level was always with respect to your customers. What am I going to do for my customers? But you've actually framed it, what am I going to do for myself that's going to allow me to be in better service to my customers, maybe next financial year?

Dom Price:

Yeah. It's a secret. I'm guessing this is shared by Atlassian, but this is definitely my view of the world, and I've shared this with enough people now where they understand. You can't be a great teammate if you're not turning up your true best self. You got to take a step back. There's this whole weird narrative around the humility of being a teammate where you're like, "I'm a martyr, and I'll take one for the team." It's BS, because if you're not in the right zone for that team activity, you're not giving your best, right? You're actually the anchor that brings the team down. You step back from that and you say, "Well, how do you be the best?" Because not all work is teamwork. There's a lot of deep work and individual tasks and stuff that needs to be done. You're like, "Right, I need to be the best version of me. Well, what's that mean?"

Dom Price:

It means that before any meeting, I need to have done my tasks, or before any meeting, I need to have done my pre-meeting, right? If we're meeting as a team and we have this synchronous activity, what are the things I need to do to be best prepared for that synchronous activity to deliver the most value? How can I get the most out of that teamwork? How do I turn up and be present? How do I turn up with respectful dissent and challenge, right, and provocation? That requires me first to be an individual. Right? I think one of the dangers in a lot of work environments right now is people have lost the understanding of what it is to be an individual, what your key leadership style, your learning style, how do you turn up? Right? How do you critique? How do you take feedback? All these things that make you you, you need to know those and be aware of them before you can be great in a team environment.

Dom Price:

It's not just the tasks. You need to know you. If you're a great individual, and you've honed that, you can then be a great teammate, and if you're a great teammate, you can deliver great outcomes for your customers. Anything else is an accident, right? We've all been in accidental teams, which has delighting a customer, and we've sat there and gone, "Really not sure what I did to that guy. I'll take it. I'll take the pat on the back. I'll take the kudos, and the bottle of wine, and the congratulations. Not really sure I amplify that. I don't know. If you don't know, you probably didn't. Right? That's not humility. You're probably just a passenger. I think the danger in growth environments is there's lots of passengers who they're a passenger to lots of success, and after a while, they're like, "I'm amazing." You're like, "You're not. You've just been in the right place at the right time repeatedly."

Nick Muldoon:

I got to process that.

Dom Price:

Let me give you an example. Right? A couple years ago, I was in New York with a mate of mine, Sophie. She's unofficially mentored me and helped me a lot of the years, right? I'm talking to her about trying to scale me, and I was really angry about some stuff, and thankfully, it was late afternoon in New York. She bought me [inaudible 00:25:30]. We smashed a drink and we chatted away, and she's one of those people that just calls BS on you, right? I'm like, whinge, whinge, whinge, whinge, whinge. She's like, "Oh, cool." She's English as well. She's like, "So I'm guessing you're just going to whinge about it and hope it goes away." I'm like, "All right, fair point. Little bit, my English came out. I actually hoped that maybe even if I did whinge long enough, it would actually disappear." She's like, "That never happens, does it? What are you going to do about it?"

Dom Price:

We chatted when she gave me this challenge, and she's like, "You're not evolving." She's like, "You're adding stuff in, but you're full." She's like, "Cognitively, Dom, you're full." My challenge was I was reading all these business books at the time, and I knew lots of stuff, but I didn't feel any smarter. I wasn't doing anything with it, and it's creating this frustration spiral. She gave me the exercise, and you've probably seen this, the four Ls. She got a bit of paper, and she's like, "All right, write the four Ls down. Reflect on you as a leader. This is selfishly purely about you as a leader. Last 90 days, what have you loved? What have you done personally?"

Dom Price:

I'm like, "Oh, no, no, no, no." She's like, "Not like, because we're not doing likes here, right? We're not being soft. Loved, and own it. Actually, superpower, do more of it." We did that, very uncomfortable few sips of wine. Then she's like, "What's your loathe and what's your longed for?" I had lots of long fors, long list of those, but no loathed. She's like, 'All right, here's the problem. The long for, you're sprinkling in in the 25th hour of every day. No wonder you're not doing well at it, because you never giving it the ... You're not giving yourself any space, or time, or freedom to actually experiment. You're not growing. You're not getting better. You're just adding stuff in." I'm like, "Fair point."

Dom Price:

We went through, found some loathe. She's like, "Right, you're going to remove those. Who are you going to tell those habits, or rituals, or whatever, who are you going to tell that you're removing those because they need to hold you accountable? Because they'll slip back in really easily." I found someone, pinged them. She's like, "Right, the longed." She's like, "I need to let you know that when you add them in, you're going to be crap at them." I was like, "I don't want to be rubbish at anything. I'm a leader. I need to be a superhero. I need a cape, and I need to fly in, and everything must be perfect first time." She's like, "No, the first time you added a longed for, the chances are you'll be rubbish at it. Find someone who has that muscle and let them help you practice it, and you'll get better at it over time."

Dom Price:

Then the fourth L was what have you learned? What experiment did you learn yourself last quarter? What did you learn about yourself?" She's like, "Right, go and tell as many people as you can. That'll build a place where you're learning and networking environment for you." I did it, and then I did it again 90 days later. There's a few times when the power of rationalization kicks in, and I just BSed myself because really easy to do. Then other times where I've got really deep and analyzed on it, and it's enabled me every 90 days to evolve, right? Now, the moral of the story, and this is where we tie individual to team, the number of leaders I know in big businesses driving transformations, but they're not changing themselves. What behavior are they rolling with? They're rolling with the behavior of, "I'm fine. You're not. You all need to change," which is-

Nick Muldoon:

Yeah, role modeling status quo.

Dom Price:

Yeah.

Nick Muldoon:

Yeah. That's interesting. I've certainly heard of the love versus loathed exercise. I like that you, or that Sophie extended it to longed for and learned. I think that's really beautiful, and I'll take that. With the loathe in particular, were there things on that list that you had to delegate or you had to hire someone to do? Because there's things that I think about that I loathe with respect to the business, and typically, they're things about orchestrating, paying suppliers, or whatever it happens to be. How do I address that? I bring the bookkeeper into the business that-

Dom Price:

Yeah. The little game that we played is you're not allowed to outsource it until you drop it. Right? The idea is, you're going to find a way of dropping it first, because maybe it doesn't need to exist, right?

Nick Muldoon:

Okay.

Dom Price:

Because you've worked at big companies, and you walk around a big company, and you're like, "That person there, they only exist to do a task that someone probably could have automated or got rid of," but they didn't have the time. Also, they put a warm body in the way. Then you add another warm body, another warm body, and you suddenly realize you've got thousands of warm bodies keeping this deck of cards stacked together, and if one card falls, the entire thing comes tumbling down. I removed stuff that I was really uncomfortable removing stuff. I was like, "This is so important." It wasn't. My blinkers were just off, right? Then she's like, "We'll stop doing." She's like, "It's not life or death." She's like, "No, thanks, Dom. Well, you're not a surgeon, so stop doing something, and listen, and see what happens when you stop doing it." I'm like, "Oh, no, but these are really important. People will be angry. I'm a very important person." You remove something and no one bloody notices. You're like, "Why have I been doing this?"

Nick Muldoon:

Why was I doing it? Yeah.

Dom Price:

Yeah. Then I-

Nick Muldoon:

Can you-

Dom Price:

One of the big examples for me was meetings. This wasn't a delegate or [inaudible 00:30:24]. This was me just being a control freak, and turning up in meetings where I wanted to be there just in case. We looked at my condo, just a sea, I use Gmail, right, the sea of blue of all these meetings, double booked, triple booked. She's like, "Right." She's like, "Imagine you've got to set yourself a goal of getting rid of 15 hours." I'm like, "What? It'd be easy to create a time machine that adds 15 hours a week. I can't remove 15 hours of meetings. I'm a very, very important person." Then we played this game called Boomerang or Stick. I declined every single meeting, and I sent a note saying, "This is either a boomerang," in which case it comes back, or if it's a stick. When you throw a stick, it doesn't come back. The boomerangs, I want to know what the purpose of the meeting is, what my role is in the meeting, and what you're going to hold me accountable for.

Dom Price:

Two thirds of the meetings didn't come back. Right? The ones that did, I honestly admit to you, I was playing the exact wrong role in virtually all of them. It was funny because I get these emails back and they're like, so one of this meeting I was in, they were like, "Your role is the decision maker." In the next meeting I was like, "I need to apologize. I thought I was the protagonist." Every time they were suggesting something, I'm like, "Well, you could do that, or these three things." I was sending them into a complete spiral, and they were like, "You're a terrible decision maker." I'm like, "No, I'm a good decision maker when I know that's my job because this isn't your title. Your title stays-

Nick Muldoon:

Ah, Dom.

Dom Price:

... the same, right? Your title stays the same, but your role's different in every environment, every engagement, your role is different. We don't call it out, we just assume. Once we clarified those assumptions and realized I've got them all wrong, the meetings I was in, I was way more effective in. Two thirds of them didn't come back. Either the meeting [inaudible 00:32:09], or it didn't need me in that. If you think about it, and me and you know this, our most precious resources are time.

Nick Muldoon:

Time. Yeah.

Dom Price:

Why are we giving it away for free or for negative cost? Right? I'm like, "No, I'm growing all that stuff back."

Nick Muldoon:

Liz and I have been having this conversation for a while now about statistically speaking, I've probably got 50 years left on earth, based on how long a Caucasian Australian male lives. But I've probably only got 40 good, usable years left, because then you kind of like atrophy and all that.

Dom Price:

Yeah.

Nick Muldoon:

Yeah. Liz and I have been going, "Well, if we've only got 40 summers left, what are we going to do with 40 summers?" It's a really good exercise to bring you think real quick, what do you want to be spending your time on?

Dom Price:

Yeah. Absolutely. It's the same thing. You can do that at a meta, macro level for life, and I think you can do it on a annual quarterly basis. With work, there's so many things that we just presume we need to do, and both the four Ls and just my attitude has enabled me to challenge those and go, "Well, I just say why an awful lot right now." So it's like, "I'd like you to come to this meeting." I'm like, "Oh, cool. Why?" They're like, "I don't know. I'd like you there." I'm like, "But why? Because if you can't explain to me what you want me to do, then you probably don't need me there."

Nick Muldoon:

Five whys, right? Five whys.

Dom Price:

But also the reason I'm often asking them why is I'm like, "You do know I'm a pain in the ass when I do come to the meeting, so just I want to double check to you, you really want me there. Because if you converged on an idea and you want to ship it, don't invite me. All right, I'm the wrong person." Just challenging on that and getting that time back, and then using it for things that are way more valuable. I rebalanced my portfolio just like a financial advisor or a market trader rebalances a financial portfolio every quarter, I did the same thing with me. If I don't, then what I'm saying is when I don't do that, I'm saying the version of me last quarter is more than good enough for them for next quarter. What I'm saying is-

Nick Muldoon:

Yeah, which is never the case, is it?

Dom Price:

Yeah, I'm saying the world's not changed. The world stayed flat, right, and everything's going on a flat line. That's not the case. If I'm not evolving myself at the same pace as Atlassian or our customers, then I've become the anchor by default. I'm the anchor that slows us down.

Nick Muldoon:

Tell me, what portion of your time today are you spending with customers? Because I know over the years in our conversations, I think about a lunch we had at Pendolino, you, Dave, and I, probably two and a half, three years ago now, but we were talking a lot about Agile transformations at the large end of the spectrum. How much time are you spending with customers today, and what are those conversations like?

Dom Price:

Yeah. I'm probably over the 50, 60% mark right now, but mainly a rebalance again. When COVID hit, the conference scene disappeared, and so I'm like, "Cool, I get to reinvest that time. I could reinvest it internally at Atlassian, and I did do it where we're evolving our ways of working internally and driving some change there. I got involved in that, made sense. But I was like, "Hey, our customers are struggling." First of all, we need to understand how and why they're struggling, and then if we can help them, find a way of helping them. It's funny how the conversation really changed from quite tactical, yeah, 18-month plans and presumed levels of certainty, to going, "Hey, the world's changed. The table flip moments just happened. Our business model has been challenged, our employees are challenged. We're having these conversations about people, wellness, and actually, we've said for years we care about our people, but now we actually have to. What does that mean? All the leaders just trying to understand the shift from peacetime to wartime-

Nick Muldoon:

To wartime.

Dom Price:

... to time peacetime. I think that it's funny that the transition from peace to wartime, I think the shared burning platform, the shared sense of urgency, I think a lot of these transition, they're okay. I wouldn't say they're amazing, but they weren't awful given that mostly the Sydney in Australia haven't manage through wartime. Right? We've had an amazing economic success for a long time. The harder bit, the way more complex bit is going from war to new peace, because new doesn't look the same as old peace. Right? It's a very different mindset to go-

Nick Muldoon:

Who is-

Dom Price:

... about managing in wartime is I don't need approvals because it's a burning platform. We just drive change, just do it, just do it. New peace is different because we're like, "Well, how long's this going to last for? What are the principles I want to apply? How do I build almost from a blank piece of paper?" Very different mindset.

Nick Muldoon:

Was that Ben Horowitz with the hard thing about hard things where he talked about war versus peacetime leaders?

Dom Price:

I've read it in a few things. The most recent one I read-

Nick Muldoon:

Hear different places.

Dom Price:

... in was General Stanley McChrystal. He wrote Team of Teams.

Nick Muldoon:

Okay.

Dom Price:

He did one on demystifying leaders and how we've often put the wrong leaders on a pedestal, and there's some great leaders out there that just didn't get the credit because they were way more balanced. But yeah, there's a few different narratives out there on it.

Nick Muldoon:

With the latest that you're meeting with, I guess, well, one, are they using something like the four Ls that Sophie shared with you?

Dom Price:

Yeah, that's become a lot more popular, I mean, certainly with C-suite and the level down, even board members, actually. When I share that, there's this kind of moment of reflection of going, "Yeah." It's because I get them with the irony of going, "Question one, are you driving a transformation?" They're like, "Yes." You're like, "Cool. Are you transforming yourself?" "No." By the way, reading a Harvard Business Review article on Agile doesn't mean you're evolving yourself. That means you're educating yourself. That's subtly different. We've all read the article. It doesn't make you an expert, so sit yourself down. That is the first moment of getting them bought in.

Dom Price:

Then the second one is just saying to them, "Just be honest right now, what are the things you're struggling with?" For a lot of leaders, it's this desire that they get the need for empathy, vulnerability and authenticity, they get it because they've read it. They understand it, they comprehend it, they find it really hard to do. Right? A lot of them are leaving as a superhero leading through power and control. They've led through success, but they're not led through a downturn and a challenging time, and they're just questioning their own abilities. There's a lot of, I don't even want to call it imposter syndrome, I think there's a lot of people just saying, "I think my role as a leader's just changed, and I don't know that I understand the new version." That's quite demoralizing for a lot of people. It's quite challenging.

Dom Price:

The irony being is that the minute they look to that and talk about it, they've done the empathy, vulnerability, and authenticity. They've done the thing they're grasping for. But instead, they're trying to put this brave face on it. In a lot of organizations, I've seen a lot of ruinous empathy. A lot of people buffering from their team, like, "Nick, I don't want to tell you that bad things are happening in the company, because I don't want you ... I think you're already worried, because I won't tell you that," without realizing that you fill in the gaps, and you think way worse things than I could ever tell you. The information flow's changed, and then for a lot of leaders, the mistake I've seen on mass is they have confused communication and broadcast. Right? Communication is what I hear and how I feel when you speak. Broadcast is the thing that you said. Because of this virtual world, there's lots of loom, and zoom, and videos, and yeah, we're going to broadcast out.

Nick Muldoon:

Broadcast a lot. Yeah.

Dom Price:

But we're getting to listen for the response.

Nick Muldoon:

This has to be a very challenging time for a number of leaders today, but 2018 or 2008, there were a lot of leaders back then that probably, I presume, picked up a lot of scar tissue around GFC. How many of the leaders that you're chatting with today would have picked up scar tissue through the GFC, and they're still finding this kind of a feeling, at least, like it's uncharted territory?

Dom Price:

Well, and that's, I think, the byproduct. I was going to say problem. The byproduct of the Australian system is we've dodged the bullet in 2008. Economically, we did not get the same hit that the rest. The stock markets got a little hit, and a whole lot of other things took a little bit of a dip, but nowhere near that the size or magnitude of the rest of the world. Both through the mining boom, yeah, the banking sector, a whole of other tertiary markets around tourism doing well at that time, you're like it was a blip, but it wasn't a scar. I think that's where there's a lot of countries have got that recent experience to draw upon, like, "Here's how we do this. Right? Here's how we bunker down. Here's how we get more conservative. Here's the playbook for it." I think a lot of countries haven't got that playbook, so they're getting at it, right? They're doing it on the fly. I think there's that.

Dom Price:

But also I think this one's just different. The global financial crisis was a financial and market-caused issue, right? This is a health pandemic-caused market downturn. I don't think we've got a playbook for that, because we don't know the longevity of it. -

Nick Muldoon:

If you-

Dom Price:

Go on.

Nick Muldoon:

Yeah. No, sorry, Dom, I was just going to ask, if you cast your mind back to GFC, were you anxious going through GFC? Have you been anxious this year?

Dom Price:

No. I wasn't anxious at all through GFC because it felt like ... I did a recession in the UK a long, long time ago, and so I've been through that downturn. I've worked in companies that had downturns, even if the general economy was fine, and industries that had shrunk, where at the end of each quarter you're like, "Right, we talk about the books. Who are we letting go? What projects are stopping?" It was always the taking away, not the adding. I've been through that. The thing that made me anxious about 2020 was, this is the first time I think we've had this level of uncertainty. It's funny because a lot of people talk about change fatigue. I actually think humans are quite good at change. I think we actually do that quite well. But uncertainty, we are terrible with.

Dom Price:

It's weird how when we get uncertainty, how different people respond in different ways. Some like to create a blanket of certainty and wrap it around them like, "Now, here's what I know, and this will come true." You're like, "Maybe [inaudible 00:42:16]." I like your blanket, it's comfortable. But it's not necessarily real, right? It's not going to shelter you from the things that we genuinely don't know about. This is where agility has become key, or nimbleness has become key because if I look at the leaders in the companies that are listening, they're actually attentive to their customers and listening, they're the ones that are evolving really quickly, because they've got ... not only have they got the nimbleness as the muscle, but they're listening to cause correct. The ones that have ... think they've rolled out agility in the last few years, but never added the customer bit, they've got small, fast, nimble teams just running around in circles.

Nick Muldoon:

They're not heading in a particular direction. Yeah.

Dom Price:

Yeah. They are clueless, right, because without that overarching like, "Why are we doing this? And that customer that we care for, we still care for, how's that customer's world changed? Right? Because if that customer has changed, how can we change with them?" A lot of companies haven't done that yet, and I think it's some are holding the breath and hoping for the best. Some are just too fixated on, "But we have a plan, and if we stick to that plan," I read a book somewhere that said, "If you stick to a plan, you'll be fine." You're like, yeah, the world just shifted around you. Your plan might not be as relevant.

Nick Muldoon:

It's making me think, Dom, about the Salesforce transformation, Agile transformation in 2006. That was one of the big bang, I think it was one of the early big bang Agile transformations that took place. I don't know if it was Parker Harris or how it actually played out, but the leaders of Salesforce basically said, "You're going to change to Agile. You're going to give this thing a go. Otherwise, all is lost." There's been other examples. I think shortly after, LinkedIn did their IPO. They pulled the end on call, they stopped everything to rework how they work. Is 2020 one of those years? Are the best companies going to take advantage of this as an opportunity to retool how they work? Then the other companies are just going to kind of atrophy and slowly decline over the next five?

Dom Price:

I think the best ones probably built some of the muscle already, the ones that are now reacting, right? I think if you are aware of the market, all COVID's done is put an accelerant on the stuff that was changing anyway. Right? Yes, it's not ideal, but it's stuff that was happening regardless, right? I think we really had five or 10 years to equip ourselves, and we got given three months instead. I think a whole lot of companies that saw those patterns emerging, changing people habits, technology, practices, ways of working, customer demand, experience demands, you put all those together, that's why Agile transformation has been a massive hit for the last three, four, five years, right? The ones that were prepared for that are awesome. The ones that responded quickly, that are like, "Brilliant, don't let a crisis go to waste. What can we do?" They'll do well. The ones that have dug their heels in and are being stubborn ,saying the world will return to normal and it's just a matter of time, they're the ones that I fear for, because that atrophy that may have been a slow decline, I think that becomes a cliff. Right? Because in a consumer-

Nick Muldoon:

Slow decline, and then they just fall off the edge at some point.

Dom Price:

consumer world, consumers spending goes down, sentiment goes down, and relevance suddenly becomes really important. Is your product relevant to your customers? The people that understand that, and then have agility in how they deliver it, that's a winning combination. I think the interesting, I was talking to a friend about this on the weekend because they were like, "What's the difference between the successful ones and the not successful ones?" It's hard to pinpoint a single reason. But the one that stands out for me is the Agile transformations that have been people-centric are the best. A whole load of them were tool-centric or process-centric. I will send all my people on a training course. I'm going to make you agile, I'm going to give you some agile tools. Go. You're like, "Did you change their mindset? Did you change their heart? Did you change the things that they're recognized for, their intrinsic motivations? Did you change those things?" Because if you didn't, their inner workings are still the same, right? You've just giving them some new terminology.

Nick Muldoon:

I think that's a really, really, really good point. I go back to if I cast my mind back to the first Agile conference that I went to over a decade ago, the conversation back then was very much around training the practices, teaching the practices to your people, and then it evolved into a tooling conversation. But again, teaching the practices and software are just tools, and it was probably 2013, 2014, I guess, when the modern Agile movement came out, and they were talking a lot about psychological safety. Go back to where we started the conversation, right?

Dom Price:

Yeah.

Nick Muldoon:

Psychological safety, bring your whole self to work, and that will free you and enable you to do something tremendous for your customers. Give me a sense of the customer conversations that you've had throughout 2020. What percentage do you think have psychological safety, truly have that psychological safety?

Dom Price:

Yeah. I have to remind myself that psychological safety isn't an all or one, right? It's a sliding scale. I would say it's improved, where it's done with authenticity. The danger is, it becomes a topic where people are like, "I was working from home. There's an increased chance of stress, it's a whole of a change. Things are going wrong. Oh, I know what, let's just talk about psychological safety a lot." You're like-

Nick Muldoon:

That's not it.

Dom Price:

... "There's no correlation between talking about and doing." Right? It becomes the topic, right, the fashion, right? Just like wellness and mindfulness have become fashionable to talk about, doesn't mean we've got any better at it. And so that-

Nick Muldoon:

But isn't that the thing, Dom? Agile was the fashionable thing to talk about, and so we talked about it, but nothing really changed in a lot of these organizations.

Dom Price:

Yeah. It's not dissimilar with psychological safety. What has happened though is over time, the leaders that are truly authentic, vulnerable, build that environment where you can bring your best self, and they appreciate the respectful dissent, but they will still, at the right time, disagree and commit. They're like, "Nick, I heard your view. Thank you for sharing. Our only decision at this point, we're going down Path A. I know that you're in Path B. We're going down Path A. When we leave this room, we commit to A." I hear you. You want me when we're coming to A, and here's the signals we'll assess to make sure it's the right path. If it's not, we'll course-correct. Those people are thriving in this environment, and more people want to work with them. What this environment has done is it's shone a massive light on the difference between managers and leaders. Managers manage process and they like control. Right? Leaders are about influence and people.

Nick Muldoon:

Do you think, so the fact that people are working remote and working from home, that's made it easier to see who the leaders are.

Dom Price:

Yeah, it's shone a light on-

Nick Muldoon:

Because the managers are just trying to count time.

Dom Price:

Yeah, count time, but they're also thrashing around busy work, because they're like, "I'm the manager. I need to show that I'm doing something. I would manage tasks in and around the office, and what I meant some people to do. If we're autonomous, and they just do it, then what's my role?" You suddenly start seeing business. This noise comes out of them, which isn't, "Here's an outcome I achieved, or here's how the team's doing on team cohesion or bonding." They're not talking about about big meta level things. They're sharing these transactions with you, and you're like, "I assumed you're always doing the transactions. Now, you're showing me them all. It's a bit weird." Right? It's just a behavior, right? We must have a process for that. Well, what's the process? You're like, "Actually, what about the process of common sense?" Right?

Dom Price:

If you think about pre-COVID, most organizations that would allow people to work from home once or twice a week had a giant process and policy about how you apply to work from home that one day a week and everything, and then suddenly they're like, "Well, actually, we can do that. Everyone's going to go work from home." But now things have settled down a bit, the process police and the policy police are coming back again going, "But what about, what about? We pay Nick to do 40 hours a week, and what if he didn't do 40 hours?"

Nick Muldoon:

40 hours a week.

Dom Price:

Who cares? Nick delivered his outcomes and his customers are over the moon. As long as he's not doing 80 hours and he's not burning out, doesn't matter? Right? The idea of 9:00 to 5:00, Monday to Friday as a construct is being challenged. The idea of you needing to sit at a physical desk for eight hours a day to do your work, when actually at least half of your tasks you can do asynchronously, that's been challenged. But for the managers who want manage process and control, they're like, "But if Nick can work from anywhere, and we trust him to do the right work, what do I do? I'm his manager. You're like, "You could inspire him. You could coach him, mentor him. You can lead him, you can help him grow, you can do a whole lot of stuff. Just don't manage his tasks for him. He's quite capable of managing a to-do list." It's challenging that construct again. For a lot of people, that's uncomfortable because that's a concept that we've just stuck with for years.

Nick Muldoon:

This is going to lead to a lot of change. I guess I've been thinking with respect to remote, Dom, I've been thinking much more about the mechanics of remote work and logistics around pay scales, and geographic location, and pay, and all this sort of stuff. But you're really opening my eyes to a whole different aspect. There are, in many large organizations, there are a lot of middle managers, and if these roles are no longer valuable, what do all these people do, and how do we help them find something that they love and that they long for? Because presumably they've not longing for-

Dom Price:

Yeah, that's the thing.

Nick Muldoon:

... task management.

Dom Price:

Yeah, yeah. They're probably not deeply entrenched in that as being something they're passionate about, right? It's just like they found themselves in this role. This is the interesting thing. If you look at rescaling, I've been looking at rescaling for a few years as a trend, right? How do we look at the rate of change in both technology, people practice, whatever else? That means that we're all going to have to rescale, right? The idea of education being up until the age of 21, and then you're working 45 years doesn't exist, right? So lifelong learning. You look at that, and you go ... Amazon did a great example last year. Bezos and Amazon put aside a billion dollars to retrench a thousand people that they were going to dispose. Right?

Nick Muldoon:

Yeah, yeah, yeah.

From their warehouses, right?

Dom Price:

Yeah, yeah. They're on automation to displace those people. What was came out recently and said, there's I think, it's like 1,500 people who will be displaced because they're going for fully autonomous distribution centers. They're looking to retrain those people and redeploy them elsewhere. You're like, "Cool, how are we doing that?" The reason I mentioned it is I think we assume it for low skilled, high volume tasks, because that's associate what we've associated with technology disruption in the past. But if you think about it, there was I think about a year and a half ago, McKinsey had a report called The Frozen Middle Layer. It was about how this frozen middle layer was going to thaw and be exposed, right, as these middle managers. There's thousands of them. That phrase, the middle layer, COVID just poured the icing on that. Right? [inaudible 00:53:26]. They're all going, "What? Me? No, no, I've only got 10 years left in my career. Let me sit here, manage a few tasks. I'll take inflationary pay rise every year. I won't cause any trouble." You're like, "I don't know. You can retrain here."

Dom Price:

These people haven't been engineered to think about retraining before. They've been engineered to think about comfort and conservatism and safety. I think we need to appreciate that they still have value in the workplace. I just don't think it's the old value. For them, the four Ls-

Nick Muldoon:

This is going to be a huge shock to this frozen middle layer, as McKinsey called it. I think about so we're Wollongong, Port Kembla. We're in a working class, steel town, and over the course of, pick a number, over the course of 25, 30 years, 20,000, 22,000 people have been let go from the steelworks and they're been told to retrain. I'm sure a portion of them do, but a lot of them that are older, like you're talking about someone that's in their 50s that's got 10 years on their career, right, they probably just took early retirement, and maybe they found something else to do in the community, whatever it happens to be. What are the structures that we provide for this huge crew of people to get them re-skilled in our businesses so that we don't lose the tacit knowledge and get on to the next thing? How's Atlassian thinking about this?

Dom Price:

It's also about front-loading it, right? We have to hold our head in shame as a general society, how light we leave it. When I hear stories about those steelworks closing down, and you're like, "Why are we surprised by that? Why are we surprised when Holden stopped developing cars in Australia? Really? But really, you're surprised?

Nick Muldoon:

We saw it coming.

Dom Price:

Yeah.

Nick Muldoon:

We propped up the car industry in Australia for 35 years.

Dom Price:

Yeah. You put tariffs on anyone importing to make your own industry look good, and then those tariffs go away, people are looking for cheaper. Unfortunately, we signed up for a global economy, right? It's a borderless business model that we're in, and whether you like that or not, it's what we signed up for. The reality is instead of reacting each time this happens when it's normally too late, how can we respond? How can we use these brilliant algorithms and data managing to go, "Here are world economic forum future skills, here are large employers, here are other skillsets about people." You try and give that out, and you're like, "These are the ones most at risk, and they're at risk over the next 18 months." Cool. Start retraining them now, but not when they're out of the job when they go, "Well, now, I'm out of my job. Now, what do we do?" You're like, "I don't know. Buddings? I don't know."

Dom Price:

We've got way more data and insights than we probably give ourselves credit for. I think one element is front-loading it, and the next one is saying, "How do we not recreate this problem again?" If you look in the US right now, the largest employer, not by company, but by job type is driver.

Nick Muldoon:

Okay. Yeah, by role. Yeah, yeah, yeah.

Dom Price:

By role, right? So Uber driver, truck drivers, manual drivers, people behind the wheel driving a vehicle. Where's billions of dollars worth of investment going in, Google, Amazon and every other? Right? Autonomous vehicles. You're like, "Cool."

Nick Muldoon:

Autonomous vehicles. Get rid of all those people?

Dom Price:

If I-

Nick Muldoon:

What are we doing to reskill those people?

Dom Price:

Yeah. Or even better, what are we doing in our education system to say, "How do we help people coming through the education system be more resilient with their future skills? I don't like the idea of being able to future-proof people. I don't think we've got a crystal ball, so let's part that. But how do we make people more resilient in their skills, well, all the skills we think will be required? World Economic Forum do great research every few years and publish it, and then I look at the education system, and I'm like, "That was built in 1960. We're tuning kids out that if you talk to.

Nick Muldoon:

Hey, hey, hey, Dom, okay, okay. I'm getting anxious at the moment. Let's end on a high note. What are things that make you optimistic for the next decade? All right? In 10 years time, how old are you going to be in 10 years time? Like 45 or something?"

Dom Price:

52.

Nick Muldoon:

52?

Dom Price:

Yeah.

Nick Muldoon:

Okay. Oh, yes.

Dom Price:

Getting old.

Nick Muldoon:

Yeah, okay. Yeah, okay. Okay, so when you're 52, what are you looking forward to over the next decade? What's exciting?

Dom Price:

There's a couple of things we need to realize, right? Very first thing we need to accept is our future is not predetermined, it's not written, and it's not waiting for us. Right? We design it and define it every single day with our actions and inactions. As soon as we have that acknowledgement, we don't sit here as a victim anymore and wait for it to happen to us. We go, "Oh, oh, yeah." Then like, "We have to decide on the future. No one else does. We collectively do." That's the first step. You're like, "Oh, I've got way more say in this than I ever realized." The second one is, we need to drop a whole load of stuff around productivity, and GDP, and all these things that we've been taught are great measures of success, and just be happy and content in life. If you've got four years left, I've probably got 30 something years left, I want to enjoy those 30 years. I have no vision of being buried in a gravestone somewhere with, "Dom was productive."

Nick Muldoon:

Dom, this is great. What we've got to do for society over the next 10 years is get society out of KPIs and into OKRs.

Dom Price:

Yeah.

Nick Muldoon:

Right?

Dom Price:

And get a balance out of going, "How ... This is what I've learned from COVID, right? You know this, I did 100 flights last year. I did a few at the start of the year and trip to the UK in the middle of COVID. But I've not traveled since June. Now, admittedly, the whole work from home thing, I'm going insane a little bit, but the balance of life, like sleeping in my bed every night, hanging out with friends, meaningful connections, right, actual community. I've lived in the same apartment for three years, and it took COVID for me to meet any of my neighbors, and it took COVID for me to meet the lovely ladies in the coffee shop downstairs. I'm like, "I've lived above you for three years, and it's only now you've become a person." Right?

Dom Price:

There's so much community and society aspects we can get out of this. The blank piece of paper, if you imagine this as a disruption that's happened to us, and there's no choice, and we can fight against it, that the options we have to actually make life better afterwards. Whether it be four-day working week experiments, or actually working from anywhere means that a whole other disabled, or working parents can get access to the workforce. Funny, if you get more done. Unemployment in the disabled community is 50% above that of the able-bodied community, not because of any mental ability, just because it's hard for them to fit .

Nick Muldoon:

Logistically. Yeah.

Dom Price:

You've just changed that, right, with this crazy experiment called COVID. If we start to tap into these pockets of goodness, and actually, we sees this as an opportunity to innovate, right, and I hate the P word of pivot, but forget pivoting, to genuinely innovate, what might the world look like, and how can we lean into that? How do we get balance between profit, and planet, and people, and climate, and all those things? If we do that, we've got a chance to build this now and build a future we want that we're actually proud of. I think the time is now for us to all stand up because it's not going to happen to us ... Or it will happen to us. If we choose to do nothing, it'll happen to us. It doesn't need to. I'm really excited because I think we're going to make some fundamental changes and challenges to old ways of working and old ways of living, and we'll end up happier because of it.

Nick Muldoon:

Don, I'm super jazzed, man. Thank you. I really appreciate your time today. That's a great place to finish it up.

Dom Price:

I hope some of those things come true.

Nick Muldoon:

Okay. I hope some of those things come true, right? I feel like the things that are in our power, the things that we can directly affect, takeaways for me, I've got extending the love and loathe into the love, loathe, long for and learned. I think that's great. I also like the boomerang versus the stick with respect to your time and what's on the calendar, and just jettison the stuff that is, well, it's not helping you, or the teams, or anyone else. Yeah.

Dom Price:

You could do it like [inaudible 01:01:33]. If it ends up being important, you can add it back.

Nick Muldoon:

Sure.

Dom Price:

[inaudible 01:01:38].

Nick Muldoon:

The big takeaway from this conversation for me is that it's in our hands. The choice, we make the decisions. It's in our hands. I think about, was Mark Twain, whether you think you can or whether you think you can't, you're right.

Dom Price:

Yeah. Yeah.

Nick Muldoon:

You might as well think you can and get on with it.

Dom Price:

Yeah, yeah, give it a red-hot stab and see what happens.

Nick Muldoon:

All right, cool. Don, thanks so much for your time this morning. Really appreciate it.

Dom Price:

It was great chatting.

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    Transcript:

    Sean Blake:

    Hello, everybody. I'm Sean Blake, the host of this episode of the Easy Agile podcast. I'm also Head of Marketing at Easy Agile, where our mission is to help teams around the world work better together. We have a fascinating guest with us today. It's John Turley from Adaptavist. John is a pragmatic Agile leader with 25 years experience working in companies at all levels, from teams to C suite, always bringing real value, adding change to the way organizations work. Dissatisfied with the standard discourse around transformation and agility, he is passionate about applying cutting edge knowledge from fields as diverse as sociology and psychology. We're really excited to have John on the podcast today. So John, thanks so much for being on the Easy Agile podcast.

    John Turley:

    You're welcome, Sean. Pleasure to be here.

    Sean Blake:

    Thank you so much. So John, you've got a lot of experience in the Agile space, in the tech space. And I'm not trying to call you old. But I'd love to get a sense of what's changed over 25 years. It must just be night and day from where you started to what you see now.

    John Turley:

    There's a lot of change. And I'm pretty comfortable with old. I'm 48 now, and it's closest to 30 years now. That tells you when I first wrote that bit in the bio. So the technology has changed. That's mind blowing. I started off in ops, and then infrastructure and project management and stuff and 1999, 2000, it would take us three months and 50,000 quid to build a couple of web servers with a pair of load balancers and firewalls and a database at the back. And now we spin them up in seconds.

    John Turley:

    This is profound. Platform technology is profound slack or I mean platform technologies, that makes a massive difference to the way we interact. Scale is a massive issue. I would say that the world is sort of dichotomized into very large and quite small organizations. There seem to be less in the middle. It's just a gut feeling. We see, I think trust is collapsed. We see that in Edelman Trust Barometer. We see the complexity has increased. That's deeply problematic for us. [inaudible 00:02:23] has been measuring that one.

    John Turley:

    And we see that workforce engagement is at all time lows through the Gallup World Poll. Those things are big, big changes. What's the same though is the people, the way the people think, the way we construct our reality, our mindset, if you like, the way we make sense of the world around us is very, very similar. So although we now talk a lot more about Agile, the waterfall and waterfall for many is a bit of a dirty word, not for me and same with command and control. People are taking the same mindsets. This is measurable and provable. People are taking the same mindset that they had around waterfall and command and control using different language of Agile and behaving in the same way. That hasn't changed.

    Sean Blake:

    Very interesting. So you touched on trust, and how basically we've seen this breakdown of trust across the board. And I've just watched a documentary that's come out on Netflix around the Social Dilemma, and how the trust that we have in these big social media platforms is eroding. And we're getting a little bit skeptical around what these big companies are doing to us as the customer. Do you find that that's a hard balance with the people that you work with around being customer focused, but still building a profitable and growing business?

    John Turley:

    Yeah, I do. Yes, and the way I think it manifests itself, which again maybe we'll get into the sort of the psychology and the sociology as well as the complexity science, I'm into it later. But there's a very clear way that that lack of trust manifests itself. I'm not sure it's the lack of trust that manifests itself. But there's a very clear thing that's happening is people, there's repeated patterns of behavior I see all over the place in a lot of the work I do, which is one on one and with groups, that people hold on to this idea that their view is right and anything that doesn't comply with that is wrong.

    John Turley:

    This is a view that comes from the predominant mindset from what [inaudible 00:04:33] call the sort of expert or the achiever mindset, and it becomes a barrier to us collaborating and learning together and innovating. If somebody with a different point of view is dismissed as wrong, then there's no common ground to start to build trust. Trust is eroded from the outset, and that means that we can't collaborate, and in a complex world where we need to collaborate ever more closely and learn together and innovate, that's a deep, deep problem.

    John Turley:

    And the response seems to be that people actually withdraw, they withdraw into groups, we might call them cliques or echo chambers. The sociologists call this process homophily. This is a function like many say of platforms like Twitter, we retreat into groups that echo the opinions that we already hold that then reinforce those opinions, and separate us from the opinions of others and reinforce the opinions we have. So the gaps between the cliques grow wider, and particularly in times of COVID and the lockdown that we've had here, and that we seem to be maybe heading back into the isolation perhaps adds to that, and we see it more and more. So at a time where we need to be getting our act cliques and talking with understanding with others with different views, we're actually psychologically in a difficult position to be able to do that. And so that's what we might generically call the lack of trust manifests itself in the work that I'm doing. And that's how I see it with almost everybody that I work with, including myself, by the way. It's not an easy thing to conquer.

    Sean Blake:

    So what does your day to day look like, John? I think your official job title is Digital Transformation Consultant. You work for Adaptivist as one of the most well known Agile consulting practices in the world, I would say. What does that mean for you day to day? What does your nine to five look like?

    John Turley:

    So we're really involved in three things. I'm really involved in three things. And it's all about learning, collective learning, organization learning. So we're involved in a lot of original research. We do that original research with a number of academic partners in a program that we're putting together. We've been doing a lot of the research on our own. But as it gets bigger and more credible, other partners are coming to join us and they're very credible partners.

    John Turley:

    And the research is uncovering new learning. And that new learning points us to new consulting practices where we can take that learning and embed it into a workshop, say or how we might use the research instruments that we've borrowed from academia in the real world to measure social networks or psychological complexity or the amount of autonomy in the environment. So we can then use that to work with teams to help them shift from a sort of functionally oriented way of working to a cross functional way of working, which whether we're talking about safe and Agile release chains, or whether we're talking about Lean software management and value streams, whether we're talking at a team level or an organizational level, the challenge is essentially the same. We need to orientate ourselves around the creation of customer value in cross functional teams that are focused on delivering that value, not just delivering on their function. And that switch brings with it some deep, complex, deep psychological challenges that we're just not really equipped to meet. So we bring sort of the people and culture element, the tools and the Agile methodology simultaneously to bear in teams to help them make that shift. So that's really what my day to day work looks like, so the research and the practice.

    Sean Blake:

    Okay, research and practice. And when it comes to the practice side and encouraging that cross functional collaboration, how hard is it for people to get on board with that recommendation or get on board with what the company is trying to do?

    John Turley:

    For most people, it's really hard. So my experience before doing the research that I guess we started a couple of years ago I was just referring to, was something like this recently. We'd often get, so I've worked in the Agile space for a long time, I don't quite know when I started working in that space, in other words, full space, but a decade or two, let's say, and now bumped into a repeated problem, we get our, let's say, thinking of a specific example with a specific client about three years ago, very functionally orientated, trying to make that shift into cross functional teams. So we got a group of five people together from different functions, so designers, testers, developers, a couple of ops people, and between them, they should be able to obviously, launch some working code within 10 days or whatever. We were probably trying to spring into the real world.

    John Turley:

    And they were all great people. I knew them all personally. I spent time working with them all. They were very sort of Agile in the way they approached the development of the software that they did, and we put them in a room virtually to begin with and we asked them to produce a piece of code that works across functions, produce a piece of code and release it at the end of the week. And they didn't. And we thought what on earth happened there? We didn't really understand this, so we tried it again. But we assumed that the problem is because we'd done it virtually.

    John Turley:

    So this time, we got everybody together in Poland, as it happened in a room, we set it all up, we talked to them at the beginning, then people like me sort of left the room and let them get on with it, got to the end of the week, same outcome, nothing has happened. And if you talk to them, while they say, "Yeah, my phone pinged and there was a support incident, and you just couldn't.", and they had lots of very plausible reasons why they couldn't come together as a cross functional team. But the fact remains twice in a row, the most capable people haven't done it.

    John Turley:

    So we had a really long think about it, one of the senior leader in the business and myself. And we realized that the only thing that could be happening, the only thing that could be going wrong here is that there must be some sort of breakdown in the dialogue between the group in the room. So we ran it, we ran the workshop, let's call it for a third time. And this time, we had somebody else in the room just watching what was going on.

    John Turley:

    And they spotted something happened really early on. One of the people from the UK said to one of the Polish developers, they said, "Look, think of us like consultants. We're here to help you, to transfer knowledge to you so that you develop a capability so that you can do this on your own." And at that moment, the person who was in the room said that the dynamic in the room seemed to change. People glazed over. And I think what it was is that that word consultant that the English person had used had a different meaning for a colleague in Krakow. I think that meaning, the meaning of consultant meant, we're just here to tell you what to do and not actually do anything and put ourselves on the hook for any work, just kind of watch you do it.

    John Turley:

    And I think at that point, they kind of went, "Okay, well, all right, I get it, same old, same old. We'll do the work you English guys talk about it, because it's an English company.", and that breakdown started to occur. So the question we started is, I've seen that all over the place. So the question we started to wrestle with in our research is what's happening in those moments when that dialogue breaks down what's happening?

    John Turley:

    And what we've discovered is that there is a number of research studies, the biggest is about 10,000 people, that shows that around about 50% of people are at a level, and this is 50% of leaders in a study of 10,000, so for middle management, senior management, so it's a skewed number. So in reality, in software teams, it's probably more than 50% of people have reached a level of psychological complexity that suits the environment as it was, but has some limitations in cross functional working.

    John Turley:

    So they have a mindset, a way of making their reality that works well in a functional environment, but it's challenged in a cross functional environment. And that mindset, this way of thinking, which is very prevalent, is a way of thinking where individuals draw their self esteem from their expertise, just to put it very short, simple as an oversimplification. And the thing is, if you're drawing your self esteem from your expertise, when your expertise is challenged, it feels personal.

    John Turley:

    If it feels personal, people are likely to get defensive. And it's not because they're stupid, or they're not interested or they don't want to, the psychologists can show it's a level of psychological complexity, where that's just how our minds work. That's just how our meaning making works. Now, if that's the stage you're at, if we imagine me as a developer sitting down with a tester, and the tester's saying to me, "Look, the way you've written the code isn't the best way to do it for me, because I can't test it."

    John Turley:

    If I'm drawing my self esteem from my expertise as a developer, I'm likely to reject that, and might even start to think thoughts like, "Well, I think what really needs to happen here is that you need to be a better tester." I think that's the problem. And then we get this separation. Now at the next stage is psychological complexity. And these stages are in a framework that we do move through these stages. Again, it's an oversimplification, but it's observable and measurable. At slightly later stage of psychological complexity, things start to change. People start to recognize that the world is much more complex, that it's not black and white. And actually, there are multiple ways of doing things.

    John Turley:

    So to go back to my example as a developer, the tester might say to me, "This isn't the best way to write the code as far as I'm concerned." And what I'll hear is the, "Oh, as far as I'm concerned." It might be as far as I'm concerned, it's not fair enough. How can we change the way I'm writing the code to make it easier to test? But I can't do that if I respond like it's a personal criticism, you know what I mean? So what we started to uncover in the research is a correlation between how successful cross functional teams can be, and the level of psychological complexity in the leaders and the individuals in that team.

    Sean Blake:

    Interesting. So there's a book that we've been reading at Easy Agile recently called Radical Candor. And really, it comes down to giving constructive feedback to each other, not in a way where you're attacking them personally but you're trying to be honest around how we can work more collaboratively. And like you said with that example, how can a developer write code in a way that the QA tester can actually perform the tests on it? For someone who's new to cross functional ways of working, what advice does the research have around preparing that mindset to receive some of that radical candor, to receive that feedback in a way that you don't take it personally?

    John Turley:

    Well, so it's a great question, you put it really well, because radical candor is fine. We have, I work in a team that is very candid. We have some difficult conversations, and we don't even really dress our words up. And nobody gets offended. We just know that it's a shortcut. We might get our words wrong, but it's a shortcut to unlocking value to finding out how to work together. But it's not about the words that each of us picks to express. It's about how the other chooses to react to the words landing, as much as now that's a dialogue, it's a two way thing, it takes two to tango.

    John Turley:

    And the way we can develop a mindset that's more suitable to cross functional work is interesting. First of all, we've got to get out of comfort zone. We've got to be prepared to get out of our comfort zone, not far necessarily, and not for very long necessarily, and not without support and understanding from the colleagues around us. But we do need to get out our comfort zone. Otherwise, psychological growth can't occur. This is what I'm talking to about now is the work really of Robert Kegan and Lisa Lahey, who do a lot of work in dialogue on radical candor.

    John Turley:

    So we've got to get out of our comfort zone. But we've also got to be addressing a complex problem with a group of people when we're outside of our comfort zone. And that complex problem has to be meaningful, and it has to be salient, it has to be something that we care about, it has to be something relevant to our day to day work. And if we've got those characteristics in the environment that we working in, then there is an opportunity for individuals to choose to develop their own psychological complexity.

    John Turley:

    So that environment that has those characteristics, we would call in Kegan's word a deliberately developmental environment, because we can't separate the development of individual mindsets from the environment that that mindset functions in. The reason most of us have got the mindset that draws self esteem from expertise is because that's actually what most environments that we work in or not. That works in a functional environment. It's where you get promoted, it's where you get hired. It's where you get your Scrum Master badge and all that other stuff that gives you status and makes you feel good.

    John Turley:

    The world that we work in for many of us honors that expert way of making meaning. It doesn't honor learning and admission that yours might not be the best way to do things in the same way. So we have to shift the environment to support the individual to choose to take that developmental step because it can't be something that's done to them. You can't make people develop a more complex psychology. You can't train them to do it. You can only give them an environment that supports that step if they want to take it and if they don't, fair enough, that's okay. But maybe cross functional teams for them, if they don't want to because the hard place is to work.

    Sean Blake:

    Is it a problem that people find their expertise or find their self esteem from expertise? Is part of it encouraging men to find their confidence in things outside of their work or is expertise an honorable pursuit?

    John Turley:

    I wouldn't say it's a problem at all. Expertise, and the development of expertise is an honorable pursuit. Drawing your self esteem from your expertise is a very necessary part of our psychological development is a stage that can't be skipped really. I said to you before that I don't like to say things like that without the research base, but the psychology certainly imply that it's a stage that can't be skipped. So we've got to do it. We've got to go through this stage. The stage before we're drawing our self esteem from our expertise is where we draw our self esteem from our membership of the group.

    John Turley:

    And that's very important too, if you think of us as children or being part of a group is essential for our survival, so ingratiating yourself into that group, not rocking the boat, so we don't jeopardize our group membership is critical. But at some point, people start to realize, well, actually, I have to rock the boat a little bit if we want some direction. So separating your meaning making from drawing your self esteem from the group to drawing your self esteem from your expertise is a development in that sense. Drawing your self esteem from your expertise means the best way to write this code is let me train somebody to do it.

    John Turley:

    It's critical. But like all developmental stages, it has its limitations. So it's not problematic in any way, unless the individual is in a complex environment in which that expert way of making meaning isn't well suited. And then you got a mismatch between psychological complexity and environmental complexity. And when you've got a mismatch like that, the individual's anxiety will go up probably, employee engagement goes down, certainly wellbeing goes down, people revert to an earlier way of making their meaning that's more embedded in their expertise or the group, just to the point, they need to get more sophisticated.

    John Turley:

    So the problem is the mismatch between psychological complexity and environmental complexity. That's why we need to support, as the world gets more complex, that's why we need to get all get better at supporting the development of individuals into a level of psychological complexity that suits the more complex environment. That's kind of the nub of the problem. Nothing wrong with being an expert in drawing your self esteem from your expertise. People have done it forever, and will continue to do so. Every time you get in a flash car and you feel good, because you're in a car, you're drawing your self esteem from the status symbol, which is very similar to your expertise. As a young man, I put on my sharp suit and I feel a million dollars. Nothing wrong with that at all, but it's limited. That's the problem.

    Sean Blake:

    Understood, understood. So you've spoken about research and measurement and having an evidence based way of making decisions. When it comes to this cross functional way of working or digital transformation or teams moving from the old way of working to an Agile way of working, do we have evidence to say one way of working is superior to another way of working? And when you're talking to these clients or these customers, can you guarantee that if they work in this way, it's going to lead to better outcomes for the business? How do you approach that conversation?

    John Turley:

    No, I can't do either of those things. So I would never go anywhere near nor would I research saying that one way of working is better than another way of working or we can say like the mindset and the environment that there are ways of working that will work better depending on the problem that you're trying to solve. But it's very unlikely that one could be considered right and the other wrong in all sorts of circumstances, but more than that, I would say that doesn't matter what your way of working is or a team's way of working is. If the mindset is the way of making sense, if the reality doesn't also shift, then you're just following a new process, a new way of working with the old way of thinking, and you're going to get the same results just with different words.

    John Turley:

    So for me, that isn't entirely true, I'm quite biased. I guess in the work I do, I've got quite a perspective. If you shift mindset, then everything else will drop into place. If you change everything else, but don't shift mindset, nothing else will drop into place. What we can say however, is that there are three things, let's call them the three elements of a cross functional team that are hidden to people in organizations at the moment.

    John Turley:

    So generally, we think if we've got people with the right experience and skills working suitably hard, then they're going to work as a successful cross functional team. And if they're not, they're either not working hard, they're not the right type of person, or they haven't got the right set of skills, so fire them and hire somebody else or give them or put them on a training course, and that solves the problem, which of course it doesn't.

    John Turley:

    We would say that there are three other elements that remain hidden parts of the cross functional team that are more critical than that, and we're beginning to be able to demonstrate that there is a correlation between these three things that I'm going to tell you about on both employee engagement and team performance.

    John Turley:

    And these three hidden elements are the structure of the social networks that underpin the way people work. So if we think about how we as groups of human beings organize ourselves, we might think about hierarchies and hierarchy diagrams and old charts and bosses and stuff. That's not really very important for a cross functional team. What's much more important is the social network that develops across that team, who works with whom and when and how, right? Do the developers and the testers and the testers and the ops guys and the designers and the technical architects, do they all work together in a cross functional team?

    John Turley:

    Now that's a social network. That's a network that's formed through individual autonomy because they want to get the job done not because the boss says you've got to go and do it. In fact, it can't be done because the boss says go and do it. So we have worked with some friends in academia with actually an Australian company called Polinode to measure their various ways we can get the data, what those social networks look like. And the structure of those social networks is key.

    John Turley:

    As we look at the structure of social networks, we can see whether those teams look like their function, sorry, organized hierarchically, or were they organized for cross functional working because of the network structure. So network structure is one element. The other is psychological complexity. So we've worked with a gentleman called David Rook, who did the original research and developed a psychometric instrument that can measure an individual's stage of psychological complexity, both the structure and the substructure. And that mindset complexity is also linked along with network structure to where the teams can function cross functionally.

    John Turley:

    The third thing that was the hardest bit, the last bit of the jigsaw that we sort of put into our hypothesis is we need to have adequate degrees of autonomy. We needed to develop a much better understanding of what it means for teams to be autonomous than we had, and how that autonomy relates to control and how control undermines autonomy and how we all tend to be orientated, to taking the cues in the environment either as instructions, which we must comply with or invitations to be autonomous. And we now have another psychometric instrument. So the third instrument that we use, we call the motivation orientation scale, excuse me, that can measure an individual's likelihood to interpret inbound information as an instruction or an invitation to be autonomous.

    John Turley:

    And once we know that, we can start to challenge this common perception within product teams, software teams that the team is autonomous, because everybody thinks they are autonomous. And in fact, everybody is, research shows mostly autonomous, but we might be almost entirely autonomous, or we might be 60% autonomous. We can measure this. And then we can say to teams, "Look, you are autonomous as a bunch of individuals. But you also have this control thing going on where you're responding to inbound requests."

    John Turley:

    And we need to be more autonomous. So once we can start to measure it, we can start to challenge their ideas of how autonomous they are. And we can start to examine where the teams are choosing to respond from that control orientation or their autonomy. So they're the three things, autonomy and control, complexity of mindset and network structure, equal employee engagement and team performance. That's what our research says. So what we can say is, to your question in the beginning, there is a network structure, a level of psychological complexity and the amount of autonomy that correlates to successfully working as a cross functional team. And in that sense, we might think that those levels are right, in some sense.

    Sean Blake:

    Okay. So what does a 100% autonomous team look like? And do they still have interaction with, say the executive team on a day to day basis? Or are they at odds, those two concepts?

    John Turley:

    No, they're not at odds. They do have, they might have day to day, I suppose they would, they will have either directly or indirectly interactions with the executive team. So the first thing we need to bear in mind here is that the research that we're leaning on is something called self determination theory, which is a theory of motivation. And it has quite a specific definition of autonomy, which is not what we might normally think. Often autonomy is taken to mean as sort of the general use of independence. So if we buy a company, we might leave it to run autonomously, which would mean we just left it alone for a while. And autonomy in this context doesn't mean that. It means individuals acting of their own volition, individuals deciding how to act towards a common purpose. So the team has to have the vision which they can self organize around. You can't self organize without autonomy. If you don't got autonomy, you have to wait to be told what to do. And then it's not self organization.

    John Turley:

    So autonomy leads to self organization, and self organization can be around a common vision or a set of goals or an OKR is quite a sophisticated way to do instead of management by objective, then we can self organize in a way that sort of honors the need to be part of an organization, doing some coordinated work, but that doesn't rely on a manager telling the individual what to do.

    John Turley:

    That's what an autonomous team looks like. An autonomous team, you need the autonomy is really a self organizing team. And the self organizing team is deciding what the team ought to do in order to achieve a wider objective, which could be integrating with other self organizing teams. And obviously, the direction is set often by the executive. So all these things sort of come into play. It's not a question of control on the one hand or autonomy on the other or Agile on one hand or waterfall on the other.

    John Turley:

    So we're going to blend the two. We're going to balance them. And that balance needs to shift not only across teams, but also depending on the level that the organization is, that the team is working in the organization. And what I mean by that is the need for control and measurement increases in many ways as you go higher up the organization. So we want high degrees of autonomy at a team level where we're creating customer value. But we need to recognize that that self organizing team has a legitimate requirement to integrate with some elements of controlling the organization, because if we have some elements of control, then we can't do the accounting and be accountable for where we spend investors' or shareholders' money, you know what I mean? So it's much more complex in the sort of the dichotomized world that people tend to look at, which is very black and white. Is it Agile or is it waterfall? Are we autonomous or are we control orientated where you're both and the blend of which needs to shift depending on the environment here.

    Sean Blake:

    Okay, okay. So there's always a need for a bit of control on top of the autonomy.

    John Turley:

    It's a balance, right? We're all comfortable with control, aren't we? We all comply with speed limits, for example. We're perfectly okay with that. Control is not a dirty word. Some will do things that we're told to do sometimes, and we're happy to do it. Sometimes we do it begrudgingly. We're not happy to do it. Sometimes we reject it. There's nothing wrong with control in itself. It's the overuse of control to coerce people to do things that they don't want to do. That's when it becomes problematic because it undermines an individual's autonomy, which is a basic, universal psychological need. We all need to have a sufficient degree of autonomy to feel well.

    Sean Blake:

    Okay. Okay. So we know that Agile's had a good run, it's been decades now. So do you still find that you come across the same objections when you're speaking to these executive teams or these companies perhaps from more traditional industries? Do they still have the same objections to change as they did in the past? And how do you try and overcome them?

    John Turley:

    Yes, they do. So one of my strange experiences as a young project or program manager, whatever I was, is that when I would end up in a room full of software developers who were Agile, probably the language they would have used at the time and a bunch of infrastructure engineers who followed waterfall, and the distaste for one group for the other, it was almost visceral, and you could see it in them. There would be a bunch in, I don't know, Linux t-shirts and jeans, and then the infrastructure waterfall people would probably be wearing suits.

    John Turley:

    I mean, it was really obvious, and it was hard to bring these groups together. That was my experience in let's say, around about 2000, I sat with a client yesterday, who said exactly the same thing. They said that in their organization, which is going through a very large, Agile transformation at the moment, they said, "These are their ways. We kind of got people at the two extremes. We can sort of bookend it. We've got the waterfall people who think their way is best and we got the Agile people who are totally on board with Agile transformation."

    John Turley:

    And what I heard when the individual said that is quite senior leaders, the Agile people are on board with the Agile transformation brackets because they think their way of working is best. And what I tried to point out to that senior manager was that that was one group, there were perceptions anyway, that one group was into Agile and got cross functional working, all that got cross functional working and the other group didn't, actually the two groups were operating in the same way.

    John Turley:

    They both thought their way of working was right, and one was espousing the virtues of waterfall and the other Agile, but the fact was they both thought that they were right, and the other was wrong. And they were both wrong in that. Waterfall works really, really well in a lot of scenarios. And full on Agile works really, really well in some environments. In some environments, it's quite limited by the way, in my opinion.

    John Turley:

    My friend and colleague, John Kern, who was a co author of the Agile Manifesto in 2001 or 2004, whatever it was, I can't remember. He says, "I love waterfall. I do loads of waterfall, I just do it in very small chunks." And because the fact is we've got to do work sequentially in some manner. I can't work on an infinite number of things in parallel. There has to be a sequence.

    John Turley:

    And that really, when I heard him say that, it sort of filled my heart with joy in a way because for somebody with a waterfall background, I used to say, "Look, I don't get this. In waterfall project management, we're talking about stages. And in Agile, we're talking about sprints." And they've both got an end. One's got a definition of done. And one's got some acceptance criteria, and they both got a beginning. The only difference is the language and the duration.

    John Turley:

    So what if we make sprints, sorry, stages 10 days long? What's the difference now? And yet people would say, "Well, we're Agile, and we do sprints, and that would still be a stage." Come on, we've got to find some common ground right to build a common meaning making between large groups of people. Otherwise, only the Agile listeners amongst us can work for Agile organizations, and everybody else is doomed. And that's not true, is it? That's nonsense, right? So we've got to come together and find these ways of working as my friend John Kern points out so eloquently.

    Sean Blake:

    Okay, that's good advice. So for these, some people that you meet, there's still this resistance that has been around for many years. How do you go about encouraging people to get out of their comfort zone to try this cross functional way of working and be more transparent, I guess with contributing to the team and not necessarily pushing towards being just an individual contributor?

    John Turley:

    Another great question, Sean. So there are a couple of ways we can do it. The psychometric instrument that I mentioned earlier, that can sort of measure I kind of always put that in inverted commas, because it doesn't really measure anything, it assesses, I suppose, is a really, really powerful tool. Off the back of that measurement, the psychologists that we work with can create a report that explains lots of this sort of meaning making stuff, adult developmental psychology to the individual. And it tends to be mind blowing. It really shifts people's perspective about what they are and how they're operating in the world.

    John Turley:

    Once people start to understand that there are these developmental stages, and we all move through them potentially to the last days of our life, we can start to see the disagreements. They just start to fall away. Disagreements start to fall away, because they cease to be seen as opposing views that can't be reconciled, because I'm this type of person and they're that type of person.

    John Turley:

    And they start to be seen as incompatibilities in meaning making. So people start to go, "Okay, well, I think this and you think that. How are we both making our meaning around this, that means we can see other's perspective?" And immediately, then you've started to find a mechanism to find some common ground.

    John Turley:

    So the leadership development profile report, which is the report that comes from the psychometric instrument really sheds a lot of light on for the individual, both on how they're working and what development looks like, what psychological development looks like for them. So that's a powerful tool. We have another service that we call dialogue partnering, which we're piloting, which is sort of what over an eight or 10 week program, it's a one on one collaborative inquiry into how an individual is making their meaning, and what the strengths of their meaning making and the limitations of their meaning making are.

    John Turley:

    And once people start to realize that the way, the reason they feel defensive because the way they code has just been criticized is because they're drawing their meaning from being the best coder on the planet. But there is a development path that leaves that behind, which is where many, many people get to. It's kind of like an a-ha moment, people just realize that reality is different to what they thought and it can be adjusted.

    John Turley:

    So the LDP, the Leadership Development Profile reports, dialogue partnering, and working with senior management to create a deliberately developmental environment, which does those things I mentioned before, they're the critical tools that we use to help individuals unlock their own psychological development. And the question is, of course, why would they be motivated to do this? Why would they care? And they care, because 80% of people have got a very low level of engagement in their work. Most people are treading water, killing time. It's not a joyous place to be. Once people start to work in cross functional teams and get involved in joyous work with their colleagues to create things they couldn't, which is a basic human instinct, that's a buzz, then you come into work and enjoying yourself.

    John Turley:

    That's what I said to you at the beginning of that call, right? I'm having a great time, I'm working with some brilliant people unlocking new knowledge that we believe humankind doesn't have. That's a buzz. I'm not treading water in my role, you know what I mean? And this isn't unique to me. In my view, the whole world could be like that. We could all work in roles like that, maybe that's got a bit far. But certainly, many more of this could then currently do to get on board with the psychological development and enjoy your role more, enjoy your work. There's a lot of time.

    Sean Blake:

    Yeah, I really resonate with what you said about the buzz. And I've seen that happen when the light bulb comes on in people, and it's no longer this factory line of work getting passed down to you. But you realize you're now part of a team, everyone's there to support you, you're working towards a common goal. And it's transparent, you can see what other people are working on, and you're helping each other build something together. It's actually fun. For the first time in a lot of people's careers, it's a fun and enjoyable experience to come to work. So that must make you feel really good about doing what you do.

    John Turley:

    Yeah, it does. It's why I get out of bed, and it's what I've been about for 20 years trying to unlock this, really help other people unlock this. I got a phone call from a colleague the other day who said they were doing some exercise, and they were thinking about their new role. And they thought to themselves, this is what it feels like to do joyous work.

    John Turley:

    I mean, that [inaudible 00:42:51] job done, because this is a very capable individual. Once they're feeling like that, you know that they're going to do great things. When they're feeling like they're other people feeling, that people are clot watching, or there's this culture of busyness, where we can't admit that we don't know things. And then we've got to be in a meeting doing something, in the transparent world that you're just talking about, if I've got any work to do, I can just sit and say, "I'm going to work today, I'm waiting for more stuff to write." And it's not a bad thing. It's like, great, you're working at a sustainable pace. That's a good thing. I worked for a Swiss bank for years and years, working at a sustainable pace but nobody was interested, you need to work at a full on flat out unsustainable pace. And when you're burned out, you can go and we'll get somebody else to come in and do it. That's how it works. That's miserable.

    Sean Blake:

    It's not what we want, Sean, is it? It's not what we want. And unfortunately, a lot of people have been there before and they've experienced it. And once they see the light, they never want to go back to it, which I guess is a good thing once you recognize that there's a better way.

    John Turley:

    Yeah, agreed.

    Sean Blake:

    Yeah. Okay, well, I think we're going to wrap up shortly. I do have two more questions for you before we call an end.

    John Turley:

    I'll try and keep the answers brief.

    Sean Blake:

    No, that's fine. I'm really enjoying it. I could probably go for another hour but I know we've got other things to do. So in the research, I've read some of your blog posts, and I watched some of the talks that you've done and events in the past, and you speak about this concept of hidden commitments. And I just like to learn a bit more, what is a hidden commitment? And what's the implication?

    John Turley:

    Great question. So Robert Kegan and Lisa Lahey, developmental psychologists, wrote a book called Immunity to Change. This is a book that I read here a few years ago. And in there, Bob and Lisa talk about hidden commitments. And so they start by pointing out that we all make New Year's resolutions and they all fail. We really mean them when we make them. And when I was in my late teens, maybe I really did mean them when I made them. But I could never keep them.

    John Turley:

    In another book, Kegan points out, I think it's in the book called The Evolving Self. He points out that a large majority of men, after they've had heart attacks, I think it's a study in America. But it's been a while since I read it, I think it's six out of seven, don't change either their diet or their exercise regime after they've had a heart attack. And the reason he uses that as a case study in the book, because he's pointing out that it's not that these people don't know what to do, you need less calories in, more out. And it's not that they're not motivated to do it. They've had a near death experience. They'd like to stay alive, we presume.

    John Turley:

    Yet still, they don't make any meaningful change to their diet, their exercise regime, why not? And what Bob and Lisa say in the book from their research is that it's down to hidden commitments. We all have our way of making meaning. We have our values and our assumptions that we absorb from society as if by osmosis. And we don't question them. We can't question all of the assumptions that we absorb as we grow up. It's just not possible. So we have these hidden assumptions that we're committed to hidden commitments. And sometimes, these hidden commitments conflict with our stated objectives. And when the hidden commitment conflicts with our stated objective, the result is that we get very confused about the fact that the stated objective sort of falls by the wayside, and we don't really understand why. We might think, I would think a common out, because I just need to try harder, I just need more willpower. I just need to stay the course. And it's not true very often. There is something else in your meaning making this conflicted with our stated objective. And once you can surface it, then you can start to examine that hidden commitment, and you can play around with it.

    John Turley:

    And when you can play around with it, then you're adjusting your meaning making. And the technique that we use in dialogue partnering comes from Bob and Lisa's book, where we're essentially uncovering those hidden commitments and seeing how they conflict with commitment. So that's sort of, and then once you can see it, and you can experiment with it, you can start to unlock change in yourself. Peter Senge, I think he's director of innovation. He's very famous, director of innovation for MIT. And he has a beautiful little quote, something like, "What folly it is to think of transforming our organizations without transforming ourselves?"

    John Turley:

    We need to change our relationship with power in order to change the way power is distributed across our organizations. And that's an example of a hidden commitment that we don't normally think about. We just think we can empower people magically, whilst retaining all the power for the senior manager. And that just doesn't work. There's a hidden commitment, conflicting with the idea that we want to empower our teams, which is a quite flawed idea.

    Sean Blake:

    Wow. Okay. Well, I really like the approach to work and looking at the social structure, the social networks, and the psychology behind it all. It's really fascinating and it's not something I've really come across before, especially in the Agile space. So that's really unique. Thanks for sharing that, John. Last question for you. 2020 has been interesting to say the least. We've talked about some things that have stayed the same over your career, some things that have change. What do you think is going to come next, looking forward to the next five, 10 years? What are some of those trends that you think are really going to stand out and maybe change the way that your work, it changes the way that that your nine to five looks or changes the way that you interact with your clients?

    John Turley:

    I think that this won't just change the way my nine to five looks. It will change like everybody's nine to five looks. I think that the world is in a difficult place. A lot of us are upset, and it looks like a bit of a mess, and we're all anxious, I think. A lot of us are anxious. But as a friend said to me, he was quoting somebody else, never let a good crisis go to waste. The amount of changes, a lot of energy in the system, the amount of changes in the system is palpably changing things.

    John Turley:

    Many of us recognize there must be a better way of doing things because our ways of organizing ourselves as society, including our organizations is collapsing. It doesn't work anymore. People are realizing through work that people like the names I've mentioned, and through our original research, I hope will sort of contribute in an original way to this, that there is a better way of organizing ourselves that humankind does have the knowledge and the experience to do what we need to do.

    John Turley:

    It just isn't in IT. We need to look outside of it to what the psychologists say about mindset, not what the Agile people say about mindset. That's a radical idea. And as we import this learning and this knowledge, we have a framework that helps us understand to a much greater degree what's really going on, and how we can unlock real change. So everything that I talked about today, very little of it is original. We have some original work I can't really talk about. Does it matter? The knowledge is out there. If we do the people and culture bit and the tools and the methodology together, then it scales, then we change the way organizations work, which is going to change everybody's nine to five.

    Sean Blake:

    That's great. It's bringing it back to basics, isn't it? What we know about human beings, and now let's apply that to what we know about work. So that's really eye opening. And I've learned a lot from our conversation, John. I've got a few books and a few research papers to go and look at after this. So thank you so much for appearing on the Easy Agile podcast, and we really appreciate your time.

    John Turley:

    Sure, my pleasure. I mean, I love and we love at Adaptavist to sharing what we're doing. So we can all engage in more joyous work, man. So thanks for helping us get the message out there.

  • Podcast

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

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

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

    Key topics covered:

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

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

    About our guests

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

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

    Transcript

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

    Opening and introductions

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

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

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

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

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

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

    The core problem: When retrospectives become checkbox exercises

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

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

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

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

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

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

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

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

    The pressure problem and overwhelming solutions

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

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

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

    The problem of forgotten action items

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

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

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

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

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

    Making action items first-class citizens

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

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

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

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

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

    Beyond team-level retrospectives

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

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

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

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

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

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

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

    Expanding the scope of retrospectives

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

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

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

    Understanding anti-patterns

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

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

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

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

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

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

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

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

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

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

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

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

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

    The budget analogy

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

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

    Jaclyn Smith: It's the contractor.

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

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

    Solution 1: Getting leadership buy-in

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

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

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

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

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

    Solution 2: Making patterns visible

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

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

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

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

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

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

    Solution 3: The power of trend analysis

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

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

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

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

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

    Solution 4: The human factor

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

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

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

    Solution 5: Breaking down overwhelming action items

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

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

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

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

    Jaclyn Smith: I like it.

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

    Wrapping up: What's next?

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

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

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

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

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

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

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

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

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

    Jaclyn Smith: Thanks.

    Ready to end the frustration of ineffective retrospectives?

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

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

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

    👉 Watch the recording here.

  • Podcast

    Easy Agile Podcast Ep.27 Inclusive leadership

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

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

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

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

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

    We hope you enjoy the episode!

    Transcript:

    Mat Lawrence:

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

    Ray Arell:

    Thank you.

    Mat Lawrence:

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

    Ray Arell:

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

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

    Mat Lawrence:

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

    Ray Arell:

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

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

    Mat Lawrence:

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

    Ray Arell:

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

    Mat Lawrence:

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

    Ray Arell:

    Yeah. Exactly.

    Mat Lawrence:

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

    Ray Arell:

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

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

    Mat Lawrence:

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

    Ray Arell:

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

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


    Mat Lawrence:

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

    Ray Arell:

    Same here.

    Mat Lawrence:

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

    Ray Arell:

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

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

    Mat Lawrence:

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

    Ray Arell:

    Yeah, yeah.

    Mat Lawrence:

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

    Ray Arell:

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

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

    Mat Lawrence:

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

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

    Ray Arell:

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

    Mat Lawrence:

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

    Ray Arell:

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

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

    Mat Lawrence:

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

    Ray Arell:

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

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

    Mat Lawrence:

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

    Ray Arell:

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

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

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

    Mat Lawrence:

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

    Ray Arell:

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

    Mat Lawrence:

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

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

    Ray Arell:

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

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

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

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

    Mat Lawrence:

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

    Ray Arell:

    Yeah, exactly.

    Mat Lawrence:

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

    Ray Arell:

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

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

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

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

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

    Mat Lawrence:

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

    Ray Arell:

    Awesome. Thank you for having me.