Easy Agile Podcast Ep.35 Jeff Gothelf on Customer-Centric OKRs, Goal-Setting, and Leadership That Scales
TL;DR
Jeff Gothelf, renowned author of "Lean UX" and "Who Does What By How Much," discusses the evolution from output-based work to outcome-focused goal setting with OKRs. Key insights: Teams need to shift from "we're building a thing" to defining success as "who does what by how much" – meaningful changes in human behaviour that drive business results; the biggest barrier to agile ways of working is that people get paid to ship features, not deliver value; leaders should change their questions from "what are you building?" to "what are you learning?"; psychological safety is critical – teams need to feel safe admitting when something isn't working; start small by simply asking "what will people be doing differently when we ship this?"; rename teams around outcomes (mobile revenue team) rather than outputs (iPhone app team); proactive transparency through weekly three-bullet-point updates builds trust with leadership. Bottom line: OKRs, when done right, are the "Trojan horse" that enables all other agile practices to succeed.
Introduction
For years, agile practitioners have championed better ways of working – Lean UX, design thinking, continuous discovery, customer centricity. Yet despite widespread adoption of these practices, many teams still struggle with the same fundamental problem: they're rewarded for shipping features, not delivering value.
In this episode, our CEO Mat Lawrence sits down with Jeff Gothelf to explore how this misalignment of incentives undermines even the best agile practices, and why customer-centric OKRs might be the missing piece that makes everything else click into place.
Jeff Gothelf is a renowned author, speaker, and consultant whose work has shaped how product teams approach collaboration and customer-centricity. Along with co-author Josh Seiden, Jeff wrote "Lean UX," which revolutionised how designers work in agile environments. Their follow-up book, "Sense and Respond," helped leaders understand how to manage in software-based businesses. Their latest book, "Who Does What By How Much," tackles the thorniest problem yet: how to align incentives and goals with customer outcomes.
This conversation traces Jeff's journey from helping designers work better in agile teams, to helping leaders create the conditions for success, to finally addressing the root cause – the goals and incentives that determine what gets celebrated, rewarded, and promoted in organisations. It's a masterclass in shifting from output thinking to outcome thinking, with practical advice for both team members and leaders navigating this transformation.
About Our Guest
Jeff Gothelf is an author, speaker, and organisational consultant who has spent over 15 years helping companies build better products through collaboration, learning, and customer-centricity. His work focuses on the intersection of agile software development, user experience design, and modern management practices.
Jeff is best known as the co-author (with Josh Seiden) of three influential books that have shaped modern product development practices. "Lean UX" (now in its third edition) began as a guide for designers working in agile environments but has evolved into a comprehensive framework for cross-functional collaboration and risk mitigation in product development. The book's core principle – moving from deliverables to outcomes – has influenced how thousands of teams approach their work.
Following "Lean UX," Jeff and Josh wrote "Sense and Respond," a book aimed at leaders and aspiring leaders. It makes the case that the overwhelming majority of businesses today are software businesses, and that managing software-based businesses requires fundamentally different approaches to team structure, management, and leadership. The book provides a roadmap for creating organisations where teams can actually practise the collaborative, customer-centric approaches described in "Lean UX."
Jeff's latest book, "Who Does What By How Much," represents the natural evolution of this work. After years of helping teams work better and leaders manage differently, Jeff and Josh identified that the real barrier to change was incentives and goals. Teams kept saying, "That's great, Jeff, but I get paid to ship features." This book tackles that problem head-on, showing how to use objectives and key results (OKRs) to create customer-centric goals that align with – rather than undermine – modern ways of working.
Beyond his books, Jeff has also authored "Forever Employable" and "Lean vs Agile vs Design Thinking," and he regularly speaks at conferences and consults with organisations on product strategy, team effectiveness, and organisational transformation. His approach is characteristically practical and rooted in real-world experience, making complex concepts accessible through clear frameworks and relatable examples.
Jeff's work continues to evolve as he helps organisations navigate the challenges of building products that customers actually want and need, whilst creating work environments where teams can thrive.
Transcript
Transcript
Note: This transcript has been lightly edited for clarity and readability.
Why Write Another Book? The Journey from Lean UX to OKRs
Mat Lawrence: Well, Jeff, welcome. I'm Mat Lawrence for our audience. I'm COO at Easy Agile, and today I'm talking with Jeff Gothelf, who is the renowned author, speaker, and consultant. You've written a good few books, Jeff. I've been looking through the list – Lean versus Agile versus Design Thinking, Forever Employable, and co-authored a few. The latest one being "Who Does What By How Much," and I was just telling Jeff in the intro here how you've managed to get across a lot of the things that I care about when trying to build teams and get them to understand OKRs. I've already given it to a few people and I'm definitely going to be giving it around. So, Jeff, welcome.
Jeff Gothelf: Thank you so much, Mat. That's very kind of you on all of that stuff. I appreciate it. Thanks for having me.
Mat: I'd love to cover a little bit around the book and the concept you're trying to get across. So I suppose the first question I have is what problem are you hoping to solve with the book? Why did you write it?
Jeff: It's really interesting. I wrote a blog post about this a while back because somebody challenged me on LinkedIn – and I appreciate a good challenge. They said, "How can you write about all this stuff? There's no way you know enough about each one of these topics to write a book. You're spreading yourself way too thin."
I thought that was a really interesting challenge. No one had ever asked that question, and it got me thinking. The answer that I came up with is that this book, "Who Does What By How Much," and it's a conversation about customer-centric objectives and key results, is the natural evolution of the work that Josh Seiden and I have been doing together for more than 15 years.
"We started with Lean UX, and Lean UX was a solution for designers helping them work more effectively in agile software development environments. The response to that book was, 'That's great, Jeff and Josh. We'd love to work this way. My company won't let me work this way.'"
So we wrote "Sense and Respond," which was a book for leaders and aspiring leaders to inspire them to manage differently, to recognise that the overwhelming majority of businesses today are software businesses, and that managing software-based businesses is different.
As we began to work with that material and talk about that, we kept bumping up against the same ceiling, and that ceiling was incentives and goals. No matter how hard we tried to convince people to be customer-centric, to learn continuously, to improve continuously, to work in short cycles, they said, "That's great, Jeff. But I get paid to ship features."
The goal, the measure of success, was shipped – preferably on time and on budget. That's what got celebrated and rewarded, incentivised and promoted. It was in the job descriptions and all that stuff. So it felt like we were really fighting a losing battle.
Objectives and key results has been gaining momentum for the last decade or so. To us, that felt like the perfect Trojan horse – and I know Trojan horse has a negative connotation, but I don't think of it in this case as a negative thing. It was the perfect way to have a conversation about goals in a customer-centric fashion that, if applied in the way that we describe in the book, would enable everything else that we've done to happen more easily.
"What Will People Be Doing Differently?" – The Question That Changes Everything
Mat: I love the evolution of it, Jeff. I've been working in tech now for about 15 years. Prior to that, I used to work in the arts and special effects, which in itself is a very agile industry where you're constantly building prototypes and figuring out what things need to do before they go on stage or be filmed.
When I entered into the tech world as an inexperienced founder and product developer, I was designing to solve problems, and I found the teams I was working with responded really well to that. "What are we trying to do? What are we trying to get here?" They used to give me feedback all the time on whether I was helping them see far enough ahead with the value we're actually trying to deliver.
When I joined Atlassian in 2014, when we were introducing OKRs there, I think we were facing a problem that you described really well in the book, which is around people focusing on shipping their to-do list. They have a backlog that is predefined, full of great ideas, and they really want to get it out the door. Trying to change that conversation to be around "how do we know if this is any good?" – the answer was we just don't know.
I'd love to touch on how have you guided teams to move from that more traditional output-based metrics and shipping into that outcome approach? Maybe you could give an example of where that shift has led to some significant success.
Jeff: Sure. The title of the book is "Who Does What By How Much?" Overwhelmingly, the teams that we've worked on and with over the years have focused on delivering output, making stuff. The question that we tried to get them to understand is: if you do a great job – let's say when – when you do a great job with this feature, how will you know? What will people be doing differently?
That's the question that starts the mindset shift from outputs to outcomes. Outcomes, the way that we describe them, is a meaningful change in human behaviour that drives business results. The human that we're talking about is the human that consumes the thing that you create.
"The question is how will you know you delivered value to that human? Traditionally, it's been like, 'Well, we made the thing for them. There it is.' We made the Sharpie. Terrific. Did anybody need a Sharpie? Anybody looking for a Sharpie? How do we know? What are people doing now that the Sharpie is out there?"
The mindset shift starts with that question. Even in an organisation that just doesn't get this yet, it's a really safe question. I think it's a safe question to say, "Okay, we're gonna build the thing. What do we expect people to be doing differently once we ship this thing?" And when I say people, let's get specific about who. Which people? Who?
This is the evolution of the book title and how we teach this stuff. So what would people be doing differently before we start? Which people? Who? Okay, it's accountants in large accounting firms. Great. When we ship this new system to them, what are they gonna be doing differently than they're doing today? Well, they'll be entering their data more successfully and finishing their work in half the time.
Terrific. What are they doing? Who does what? And how much of that do we need to see to tell us that this was actually valuable? Well, today they're seeing at least a 30% error rate in data entry. Okay, great. What's meaningful? What's a meaningful improvement? If we cut that in half, that's a meaningful improvement. By how much?
All of a sudden, we've constructed the success criteria that has moved the team away from "we're building a thing" to "accountants in large accounting firms reduce their data entry errors by 50%." Who does what by how much. That begins the mindset shift in that conversation in a safe way because we're not saying let's set new goals, let's rewrite our incentives. We're just saying, "Look, I'm just asking a question."
Then once we start to build stuff, and especially once we start to ship stuff, you remember that conversation we had three months ago? We talked about who does what by how much. Is it happening? Do we know? Can we find out? And if it isn't, let's figure it out.
The Non-Profit That Changed Their Approach - From One Million Buses to Ten Iterations
Jeff: I'll give you an example. There was an organisation I worked with – I really loved working with them. They were a non-profit organisation that was looking to address major diseases in the developing world. They had three or four very specific diseases that they were targeting in very specific locations around the world, and I was thrilled to be working with them and helping them.
They managed everything with a task list. They were like, "We're gonna create this campaign and we're gonna put it on buses in China." And I was like, "Okay. How do you know that? So what? If the campaign works, what will people be doing differently?"
"Well, they'll scan the QR code that's on the bus."
"Okay, alright. And then what?"
"They'll sign up for an appointment to get a cardiovascular check."
"And then what?"
"For those who need actual care, they'll sign up for care."
"All of a sudden, we've taken 'put an ad campaign on a bus' to 'who does what by how much.' When we started to think about it that way, they fundamentally were rethinking the level of effort."
Because you might imagine, it was going to be one million buses and hope that it works. Instead, they decided, "Hey, we're gonna do 100 of these in one locality, and we're gonna give it a week, and we're gonna not only see what happens, but find out if people saw the ad, if it speaks to them, if they understood what it said. Then based on that learning, we're gonna iterate on the campaign."
So instead of getting one giant shot at this advertising campaign to drive people to take better care of themselves, now they're gonna get ten iterations. I think that was massively impactful in helping that organisation do better work and help more people.
Mat: I love how you're bringing that back to the experimental and iterative approach that people so often want but really struggle to get to. I've seen so many occasions where OKRs end up describing something that takes three, four, five months to build and ship, and they're only trying to measure the big outcome at the end, whereas what you're talking about there is breaking it down, making it far more iterative and experimental.
Jeff: Reducing your risk. Imagine this organisation had, let's say, £100,000 for this campaign. Traditionally, they would spend that whole hundred grand and hope. The reality is there's no need to do that. They could spend 10 and learn and do a better job with the next 10 and a better job with the next 10, and if they've de-risked it enough, take the last 50 and dump it on the thing that you've actually validated.
It's a de-risking strategy as well. You're increasing the value you're delivering and reducing the risk of spending money on stuff that isn't gonna work. Feels like a no-brainer, doesn't it?
The Reverse Five Whys - Asking "So What?" to Find Your Outcome
Mat: You make it sound like everyone should be doing it, which I agree with. There was something that you did in the middle of that conversation which I really like, and it's kind of like the opposite of the five whys. You know, where you see the problem and you ask why, why, why and you go back to the root cause. Whereas you took that in the other direction there.
Jeff: Right. We were moving forward in time for the desired outcome.
Mat: Yeah, exactly. You said, "Okay, you want to put this thing on a bus. So what?" And you took that three or four steps forward to get to that ultimate outcome. I love that, and that's probably a tactical, practical approach that our audience can take.
I think some of the stuff that I've struggled with over the years is getting teams who are new to OKRs to understand how to move from writing their to-do list, writing their backlog, turning that into their key results, and actually getting it into the outcome base. I think that's one of the things that a lot of teams find hardest to grasp.
Jeff: And as I kicked off with, if your entire career you've been rewarded for shipping and producing and ticking off a to-do list, then it's really hard to break away from that without some form of leadership buy-in. That's coming back to that incentives and performance management criteria side of things. That's really hard because that's what people optimise for.
We can preach outcome-based work until we're blue in the face, as they say in America at least. But if you're paid to ship product, you're gonna optimise in most cases for what gets you paid. That's an important component of this that I think gets ignored a lot.
Two Audiences, Two Approaches - What Should Teams and Leaders Do Differently?
Mat: Let's talk practically around this. We're probably going to have different people listening to this. We could probably give two bits of advice. One is somebody who's in a team and they really want to try this, or maybe they've been trying this and struggling because the incentives don't match. The other group may be someone who's in leadership who is trying to change their organisation to move into this more outcome-based approach. What advice would you give to each of those people?
Jeff: Great question. Let's start with the folks trying to make this happen initially. In my opinion, one of the easiest ways to move this conversation forward in your organisation is to ask that question I mentioned: What will people be doing differently when we ship this?
Have that conversation. Position it any way you'd like, word it any way you'd like. But ultimately, you're not challenging the work. You're not saying "I'm not gonna do the work." You're not pushing back yet.
"All you're saying is, 'Look, we're gonna build this thing, and we're gonna do a great job. What do we hope people will do with this once we have it out there? What are we trying to see? Are we trying to see them increase average order value? Do we want them to abandon their shopping carts less? Are we trying to get them to sign up for a medical check-up at least once a year?'"
That starts it. That starts getting people to think about more than just "I am making a thing."
Mat: If you took that to leadership and said, "Yeah, we're gonna get this stuff out the door, but I want to check with you that you're happy that this is the outcome we're trying to get to, that this is the result if we get it right."
Jeff: I think that's great, and I think that you should come back to them after you ship and say, "Look, remember we met three, six, nine months ago and I said we're building this and we're hoping people will do this? Well, we built it as designed, on time, on budget, and so far we're not seeing the results that we anticipated. We talked to some customers, and here's why we think that is. What we'd like to do next..."
To me, that should be a safe conversation inside your organisation.
Mat: I can imagine people listening to this and getting some cold sweats at the concept of going to someone and saying, "I did everything that you expected from me, but it wasn't good enough."
Jeff: It's not that. What tends to happen in these situations is a lot of upfront planning and commitments, and then we execute. Regardless of all the work that people have done to convince people that there are better ways of working, that's generally speaking how people are doing work still. We did the thing, and guess what? It didn't work. It didn't work as we had hoped. It's not because we built it poorly. It works as designed. We did usability testing on it. People can use it, they can get through the workflow.
What we think is it's not solving a meaningful problem, or we decided to put it somewhere in the workflow that didn't make sense, or whatever the case is. I understand it's not a risk-free conversation. I'm not encouraging people to do things that are career-limiting per se, but at some point we've got to talk about this kind of stuff. Otherwise, we're just a factory. I don't think anybody wants to work in a factory.
It's Not About the Quality of Your Code, It's About Learning
Mat: I couldn't agree more, and I think that the heart of what I spend a lot of my time doing is helping people understand how to get the benefits out of being agile, that agility piece. What we've been discussing there is that key part of learning. You can plan and you can build, you can have alignment on those things, you can improve how you're building all the time and reach quality standards and pass usability testing. But ultimately, if you don't learn, you're never gonna get the insight that you need to adapt what you do next.
"Where a lot of people fall down with agility is they go through all of the motions up to that point, and then through fear, self-preservation, or they've just not seen anybody else around them do it before, they hesitate to say, 'This thing that we've all invested all this time and effort into isn't working as expected.' It does take some courage to do that."
Jeff: It does. I agree. But it's an evidence-based conversation. It's not "we did a crap job." We didn't. It's bug-free, it's high performance, it's scalable, it's usable. But you can build products like that – there are infinite stories of products that were amazingly executed that didn't meet a need, didn't solve a problem.
Mat: Yeah, I built one of those and had to close a business for it, so I know that all too well. If there's a lesson I learned through the years of doing that, which you touched on earlier, it's around by focusing on the outcomes that you want to see, those behaviours you want to change, and bringing the work down, de-scoping the work to start to experiment and iterate, you de-risk all of that. You'll learn a lot earlier whether you're on the right track or not rather than getting that big bang at the end.
Jeff: Yeah. Again, you're reducing the risk of building something that people don't want. Let's just use round numbers because they're easy. If you have a million-pound budget to build something – a new product, a new feature, a new service – and you spend 100 of that million and find out that this isn't the right thing to make, it's not a real problem, for whatever reason, you've just saved the company £900,000.
They should hoist you up on their shoulders and sing your praises, parade you around the halls. That's how it should be. You're a hero, and now we can take that £900 and do something that actually will deliver value with it.
If You're a Leader: Stop Asking "When Will It Be Ready?" and Start Asking "What Are You Learning?"
Mat: The second half of that question was around if you're a senior leader in an organisation and you want to move to an outcome-based approach, maybe you start with celebrating the people who are trying to do that and positively reinforcing it in that way. But what advice would you give that person?
Jeff: Absolutely. Celebrate anybody – literally hoist them up on your shoulders and parade them around the halls and say, "Look, this team tried this, figured out it wasn't going to work, and pivoted, and saved the company a million pounds." That should be a regular conversation and a regular thing that the company celebrates.
What's interesting is that you can find yourself on a team with resistant leadership, and you can also find yourself in leadership with resistant teams. And for a variety of reasons, not the least of which is that they've never actually been allowed to work this way and don't believe you that you're gonna let them work this way.
"Without getting caught up in too much process or training or dogma, I think as a leader you start to soften the conversations around this stuff by changing the questions that you ask."
Normally, it's like, "Hey, what are you guys working on? When will it be ready? How much is it gonna cost me? What do you predict the ROI is gonna be?" That's a typical line of questioning for a product team.
Conversely, you can say, "Hey, folks. What are you learning this week? This sprint? This quarter? What did you learn?" You might get a bunch of blank stares initially. They'll say, "What do you mean, what did we learn? We're building what you told us to build."
"Okay, well, cool. Next quarter when we meet, I'd love for you folks – I'm gonna ask you this question again. What did you learn this quarter about the product, about the customer, about the value of the thing that we're delivering? If you don't know how to answer those questions, I can help. I can get training for you. I can get some folks who've done this in other parts of the company to show you how they're doing this work."
To me, you're not enforcing. One of the issues of organisations just mashing process on top of organisations is folks don't understand why. Why are we doing this, and how is this supposed to make anything better? One of the ways to ease folks into a different way of working is to change your expectations of them and make that clear to them.
Instead of saying "What are you building? When will it be ready? What's the ROI?" say "What are you learning? Are we doing the right thing? How will we know?" And then if they don't know how to get the answers to that, don't make them feel stupid. Say, "Look, I'm gonna help you with that. I'll show you how the other teams are doing it. I'll get you some training. We'll work on this."
That's super powerful because you're changing the expectations that you have for your team, and you're making it explicit to them.
Navigating Conflicting Forces - Outcomes vs. Predictability
Mat: I've got this image in my head of people in a large organisation where they're on this journey that you've described with their team. Maybe they're a leader somewhere in the middle of the organisation, working with multiple teams, and they're starting to see some progress. The teams are on board, they trust that the questions you're asking are genuine and authentic, and they really want to understand the outcomes.
They're starting to come back with great questions themselves around who does what, what's the behaviour we're trying to change, how are we trying to change it, are we successfully doing that or not. Whilst that starts to get some traction and momentum, at the same time this leader's got other people in the organisation – maybe some more traditional executives who are getting investors on their boards asking for their KPIs to be met and the efficiency and the predictability they expect so they can forecast.
They have jobs to do themselves, and they seek some predictability. How do you help guide that person to navigate those two conflicting forces?
Jeff: It's hard. I've seen it multiple times. I think there are a couple of ways to navigate those political challenges in an organisation. One is you have to model the behaviour that you want to see both in your teams and in your colleagues as well.
Every interaction that you have with your peers at leadership level should contain these types of conversations around the customer, around learning, around value, around risk mitigation, and continuing to model the behaviour you want to see.
Someone says, "Well, we just have to build the iPhone app."
"Okay, great. But why? Why do we have to build the iPhone app?"
"Because we have to increase mobile revenue."
"Why? What is it today? What are we hoping to get?"
The Power of Renaming Teams
There's a super simple trick I wrote about probably a decade ago. If you're in a leadership position to get the organisation to start to think differently about how to do work, it's simply changing the names of the teams.
For example, let's say you and I work on the iPhone app team. What's our mission? Build an iPhone app. Exactly. So that's the iPhone app team, and that's the CRM team and that's the Android app team, whatever.
"What if we change the name of that team? Same team, same people. But it's the mobile revenue team. All of a sudden, the purpose of the team has fundamentally changed. It's no longer 'build iPhone app.' It's 'increase revenue through the mobile channel.'"
That might be an iPhone app, might be an Android app, might be a better website, might be a million different things. But from a leadership perspective, one of the things that you can influence is the name of these teams, and how you name them determines what work they do. That's really powerful.
Prove the Model
The other thing that you can do as a leader is prove the model. There's a lot of "my idea is better than your idea" type of conversations at work. Instead of saying, "I think we should work this way," say, "Look, I've got a pilot team in my group that's been doing this for the last three months. Here's what the team looks like. Here's the work that they're doing. Here's how they work. Here's what they're producing. Here's their happiness score. Here's their productivity. Here's their efficiency. Here's the impact of the work that they're doing with the customer."
If you've got one or two of those teams working that way, that's a compelling argument for saying, "Look, let's give it a shot." You've got the evidence that says this is a better way of working. Proving the model is always a good way to go.
Team Autonomy and Empowerment
Mat: One of the things that I'm picking up on in what you're saying leads to an outcome within teams that I've seen – around autonomy and empowerment within teams. Something I'm always trying to do in my role in organisations is make myself redundant. If the team don't need me anymore, I've done my job.
I'm at work where I've been very clear with the rest of the leadership team: I'm getting involved in way too many decisions, and I need to remove myself from those decisions because I'm slowing us down. If I have to have all of the context to be able to get involved with that and help move us forward, then we're gonna go slower than we should.
We're very quickly removing me from decisions, and it's been a great journey. Terrifying for me because I don't know as much about what's going on. But I'm seeing the teams themselves equipped with questions like "who does what by how much?" – that's one tool around the OKRs. Also equipped with other tools and ways of working, and usually it comes down to: are they asking the right questions? Are they applying the level of critical thinking to achieve those outcomes?
"Ultimately, if we can get teams to be more autonomous, leaders have a much better time of scaling themselves without burnout, without having to get really drawn in. When teams make decisions when you're not in the room that are fighting to achieve the outcome that you also want to achieve, that's when you really start to move quicker. That's when you start to really see the benefits of agility."
Have you got any thoughts on that that you'd like to share?
Jeff: It's a really tough sell. I see it all the time because I think that leaders have defined themselves – I don't want to speak in absolutes, so the majority of leaders have defined themselves in a way that says, "I tell people what to do." That's my job.
If you ask any kid – 10 years old, 12 years old, 9 years old – "What's a boss?" they'll say "A boss is someone who tells people what to do." I think we grow up with that, and I think leadership canon for the last hundred years has roughly said that, with the exception of the last 20 to 30 years where we've seen a lot of agile-themed, agility-themed leadership books and materials come out.
Still, I think the overwhelming majority of people believe that it's their job when they're in a leadership role to tell their teams what to do and to be keenly aware of every little detail. Because what if my boss comes to me and says, "Hey, what are your teams doing?" If the answer is "I don't know," that's probably a bad answer.
I agree with you. Day-to-day decision stuff – who better to make that decision than the teams doing the work day to day? They know far more about it than I do. They're with the work every day, they're with the customer every day, they're getting the feedback.
There's no reason for you to run these tiny things past the leader every day. It's exhausting for the leader, as you said, and the team knows more about it. Big strategic shifts, invalidated hypotheses, radical shifts in the market, new competitive threats – absolutely, let's talk about that.
The Two-Way Solution
I think there's a two-way solution here. Number one, leaders need to let go a little bit and understand that the most qualified people to make decisions about the day-to-day trivial stuff are the team doing the work.
David Marquet said this in "Turn the Ship Around." He ran the worst-performing nuclear submarine crew in the American Navy and turned it around to the best-performing crew. Basically, what he said was he pushed decision-making down as close to the work as possible. The only decision he kept for himself was whether or not to launch a nuclear missile, because people are gonna die and he didn't want that on anybody. That's his job as the leader.
Same thing here. You're gonna push decisions all the way down, and we've got to get folks to think about that.
Demand Proactive Transparency
To make that easier for people to swallow, people who are not used to this way of working, I think we have to demand greater proactive transparency from the teams.
Teams love to play the victim. "They don't let me work this way. My boss won't let me work this way. My boss doesn't get agility, doesn't get customer-centricity. She just comes down here and yells at us."
"What if on a weekly basis, without being asked for it, you sent your leader three bullet points in an email every week? Here's what we did this week. Here's what we learned. Here's what we're planning on doing next week."
If there's anything significant, you're gonna put that in there as well. But otherwise, just those three things. You're not even asking for a response. Weekly update, three bullet points, 15 minutes max of effort on your part.
In my opinion and in my experience, what happens is leaders chill out. Because all of a sudden they know what's going on. They see that you're doing work, that you're making objective decisions, and that you're taking the time to keep them informed. When their boss comes to them and says, "Hey, what are your teams doing?" they can just look at that email and be like, "This is what Mat's team is doing, this is what Jeff's team is doing."
To me, if there's a role here – and it's not an insignificant one – for the teams to play to improve their ways of working or to improve the comfort level that leaders have with new ways of working, this is it.
Mat: I have had the privilege of being someone on the recipient of those equivalent three-bullet-point emails running 12 different product teams, trying to understand what was going on. You're right – the stress levels go down when you understand proactively what's going on. It became the first thing I would do on a Monday morning knowing I had all that information.
It was something that teams were doing as part of their own weekly reviews as a team, and they just captured it and shared it. So there's no extra work for them. But it made this huge difference of suddenly I could understand where did I need to actually spend my time to help, rather than trying to chase and get information or get too close into managing people who didn't need it because they had it in hand.
I was able to prioritise and think, "Oh, that team looks like they're struggling, so we're gonna go and ask them some questions, see how I can remove some blockers for them."
Jeff: And if there is a blocker, add it in there. "We've been trying for three months to get access to customers. The sales team keeps blocking us. Can really use your help here."
The Shift from Being Rewarded for Knowing to Being Rewarded for Learning
Mat: There's a thing I've observed over the years – it takes a while to get there before you actually start getting rewarded for it in most organisations. In forward-thinking, very agile organisations, it starts a lot earlier, and I think that's something I'd like to try and shift left, try and get it earlier in people's careers.
It's this shift between: spend your entire career being rewarded for being knowledgeable, for being the expert, and knowing how to do something. You get promoted for that, you'll get a bonus for that, you'll get rewarded for it time after time. The more you learn, the more capable you become, the more experienced you are, you've got the answers for everything, you get promoted. You work your way up the career ladder.
Then you hit this tipping point where you hit a level where you realise there aren't many people around you at that point who are seeing the problems. Everyone's busy, everyone's focused on their thing. Then you realise that actually it's your job to call out that this thing isn't working. It becomes your responsibility to say, "There's a problem here we need to address as a company, as an organisation."
As an exec – Nick Muldoon is our CEO – we have an exec weekly, and the majority of that conversation is each of us saying what we don't understand, what we don't know, what we haven't figured out yet. We trust each other that all the rest of it's in hand and working beautifully. The things we really want to talk about is what don't we understand and what are we learning or what are we seeing that we need to try and figure out what to do with.
I see people struggle with that transition if they've not started it earlier in their career. Going back to the basics around sharing the learnings and are we actually achieving what we wanted to, are we seeing the behaviour shift, are we seeing it measured – if we're saying no, having the freedom to be able to call that out earlier, I think it makes that transition in life a lot more straightforward.
Jeff: Look, there's a level of seniority, and the subtheme here that we are dancing around but haven't yet named is psychological safety. It's this feeling that I'm comfortable calling things out that are against the grain, that contradict the plan, that are not working, and I keep seeing and nobody's addressing.
"I think there's a level of seniority that brings some psychological safety. But ultimately, organisational culture has to make it safe."
In other words, if leaders like you and your leadership team are consistently curious – "What do we not know? What are we not aware of? What's not working?" – your teams are going to feel comfortable calling those things out to you because you're asking those questions.
When they change the questions that they ask, it models psychological safety. It models the kinds of questions they want their teams to ask, and that's how change starts.
Building Psychological Safety - "If You Don't Know How, I'll Help You"
Mat: I couldn't agree more, Jeff. I think we've covered a lot of ground today, and psychological safety is one of those really hard intangible things for some people, particularly if they've never experienced it. We see it when we get new people joining our team. We're in a privileged environment where we have a lot of psychological safety.
When new people join from organisations that haven't had that, their behaviour is almost fighting against it. They hold on to their protected ways of working where they get a little bit territorial and they don't want to be vulnerable. It can take a good few months for people to settle in and relax into it.
There was a piece that I want to go back to, and maybe we wrap up on this. You talked earlier around a leader talking to their team and asking them questions to help them understand that it's okay to come back and say, "This thing that we've been developing, this product that we've been getting out the door, isn't having the desired impact." To look at it, question it, be curious, and come back to it.
The thing that you touched on there which I really love was that supportive nature of it. It's okay to do this, and if you don't know how to do it, I'll help you. If you were to give one last tip to our audience – how would you encourage people, leaders specifically, to move more into that space?
Jeff: I think it's a question of asking the right questions. I've been married a long time – half my life, it turns out. I did the maths the other day. If I've learned nothing in my 20-plus years of being married, I've learned that you don't start out immediately solving the problem. You listen and you ask questions. I've learned that. It took a long time.
I think that's our nature as leaders as well. The tendency is "let me solve that for you." Well, hang on. Before you jump to solutions, dig into the problem. What's the issue here? What's the problem? How can I best help you?
"Well, listen, we've set these customer-centric goals now. We've got great OKRs. Thanks for teaching us how to do that. Normally though, we're told what to do, and no one's telling us what to do now, and we don't know what to do. We have no idea how to figure that out. In the past, people have told us. Now I don't know what to do. Can you help us? How do we figure that out?"
To me, those are the kinds of answers you want to elicit from your teams. What's actually going on here?
This is where five whys comes in. "Well, you know, we keep hearing that we should be talking to customers. The reality is it's really difficult to get to our customers."
"Why is it difficult?"
"Well, because we're in a B2B space and we sell aeroplane engines."
"Okay, great. And why does that make it difficult to reach customers?"
"Well, because we have a sales team."
"Why does that make it difficult?"
"Well, because they guard their contacts and they don't want us messing with it."
"Okay, now I understand."
"I think if it's about asking the right questions as a leader, and then when you get to the root cause, you say, 'Well, listen, I can try to unblock it in this way. Do you think that would be helpful? Yes or no?' That becomes far more of a partnership than a hierarchical relationship."
Then you trust me to be honest with you about how well things are working and where things need help, and that's tremendous.
I run a very, very tiny business in the sense of number of people – it's three and a half people total. Even in a three-and-a-half-person business, people try to do good work and people don't want to bother you with what's going on. Sometimes people get overwhelmed, whether it's with work or personal stuff or a combination of the two, and then things start to slip.
The more you can foster that kind of transparency and trust, psychological safety, the less you find out that something is broken with the consequences of it being broken. You find out well in advance of anything actually happening.
Mat: I love that, Jeff. I think that's a great place to wrap up. I'm really grateful for your time, really enjoyed the conversation, and thank you for sharing your wisdom.
Jeff: My pleasure, Mat. Thanks so much for having me. This was fun.
---
Thank you to Jeff Gothelf for joining us on this episode of the Easy Agile Podcast. To learn more about Jeff's work and get your copy of "Who Does What By How Much," visit jeffgothelf.com. You can also find his other books, including "Lean UX" and "Sense and Respond," which provide the foundation for the customer-centric approach to OKRs discussed in this episode.
Subscribe to the Easy Agile Podcast on your favourite platform, and join us for more conversations about agile, product development, and building better teams.
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Easy Agile Podcast Ep.2 John Turley, Digital Transformation Consultant, Adaptavist
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.20 The importance of the Team Retrospective
"It was great chatting to Caitlin about the importance of the Team Retrospective in creating a high performing cross-functional team" - Chloe Hall
In this episode, I was joined by Caitlin Mackie - Content Marketing Coordinator at Easy Agile.
In this episode, we spoke about;
- Looking at the team retrospective as a tool for risk mitigation rather than just another agile ceremony
- The importance of doing the retrospective on a regular cycle
- Why you should celebrate the wins?
- Taking the action items from your team retrospective to your team sprint planning
- Timeboxing the retrospective
- Creating a psychologically safe environment for your team retrospective
I hope you enjoy today's episode as much as I did recording it.
Transcript
Chloe Hall:
Hi, everyone. Welcome to the Easy Agile Podcast. I'm Chloe, Marketing Coordinator at Easy Agile, and I'll be your host for today's episode. Before we begin, we'd like to acknowledge the traditional custodians of the land from which I am recording today, the Wodi Wodi people of the Dharawal Speaking nation and pay our respects to elders past, present, and emerging. We extend that same respect to all Aboriginal and to Strait Islander peoples who are tuning in today. So today, we have a bit of a different episode for you. I'm going to be talking with Easy Agile's very own Content Marketing Coordinator, Caitlin Mackie. Caitlin is the Product Owner* of our Brand and Conversions Team*. Now this team is a cross-functional team who have only been together for roughly six months. And within their first few months, as a team, mind you they also had two brand new employees, they worked on a company rebrand.
Chloe Hall:
A new team, a huge task, the possibility of the team being high performing was unlikely at this point in time. So, the team was too new to have already formed that trust, strong relationships, and psychological safety, but somehow they came together and managed to work together, creating a flow of continuous improvement and ship this rebrand. So, I've brought for you today Caitlin onto the podcast to discuss the team's secret for success. Welcome to the podcast, Caitlin.
Caitlin Mackie:
Thanks, Chloe. It's a bit different sitting on this side. I'm used to being in your shoes. I feel [inaudible 00:01:45]. I feel uncomfortable. [inaudible 00:01:46].
Chloe Hall:
Yeah. It's my first time hosting as well, so very strange. Isn't it? How are you feeling today?
Caitlin Mackie:
Yeah. Good. I'm excited. I'm excited to chat about our experience coming together as a cross-functional Agile team, and hopefully share some of the things that worked for us with our listeners.
Chloe Hall:
Yes, I know myself, and I'm sure our audience is very excited to hear what your team's secret to success was. Did you want to start off by telling us what was this big secret that really helped you work together as a team?
Caitlin Mackie:
That's a great question, Chloe. And that's a big question. I'm not sure if there's one key thing, I suppose, it is that ultimate secret source or that one thing that led to the success. I'm sure we all want to hear what that is. I would also love to know if there's just this one key ingredient, but I think something for us, and probably one of the most memorable things that really worked for us, and there was a lot for us to benefit from doing this, was actually doing our retrospectives. So that's probably the first thing that comes to mind when it comes to what led to our success.
Chloe Hall:
Okay. Yeah. In the beginning, why did you start doing the retrospectives?
Caitlin Mackie:
So, we were a new forming team, like you mentioned before, and we seen retrospectives as another Agile ceremony, and we saw other teams doing it and they were having a lot of success from it, so we became to jump on that bandwagon. And I think with being a new forming team, there are so many things that come into play. So, you're trying to figure each other out, how we all like to work and communicate with each other, all of that. And we were the first ever team dedicated to owning and improving our website. And we also knew it was likely that we'd be responsible for designing and launching a rebrand.
Caitlin Mackie:
So when you try and stitch all of that together, and then consider all those elements, we knew that we needed to reserve some time to be able to quickly iterate and call out what works and what doesn't. And what we did understand is that retrospectives are a great opportunity for the whole team to get together and uncover any problematic issues and have an open discussion aimed at really identifying room for improvement, or calling out what's working well, so we can continue to do that. So, I think retros allowed us to understand where we can have the most impact and how to be a really effective cross-functional Agile team.
Chloe Hall:
Wow. That is already so insightful. Yeah, it sounds like the retrospectives really helped you to gain that momentum into finding who your team is, becoming a well-working, high-performing cross-functional team. So, how often were you doing the retro? Were you doing this on a regular cycle, or was it just, "Okay. We have a problem. Some blockers have come up, we need to do a retro"?
Caitlin Mackie:
Yeah. I think initially retro, we kind of viewed retros as this thing where like, "Oh, we've done a few sprints now. We should probably do a retro and just reflect on how those few sprints went." It was kind of like this thing. It was always back of our mind. And we knew we needed to do it, but weren't really sure about the cadence and the way to go about it. So now, we do retros on a Friday morning, which is the last day of our weekly sprint. And then we jump into sprint planning after that. So after bio break as well, so let the team digest everything we talked about in retrospectives. And then we come into sprint planning with all the topics that we're discussed, and we will have a really nice, fresh perspective.
Chloe Hall:
Yeah.
Caitlin Mackie:
So, I think this works really well for us because everything is happening in a timely manner. We've just had a discussion about the best things that happened in the sprint or what worked really well, so you want to make sure you can practice the same behavior in the following, and vice versa for the improvements that you want to make. So, that list of action items that come out of a retrospective provide a really nice contact, context, sorry. And you have them all in mind during sprint planning.
Caitlin Mackie:
So for example, in the previous sprint, it might have come up that you underestimated your story points or there wasn't enough detail on your user stories. So, with each story or task that you are bringing into the sprint, you're then asking the question, is everyone happy with the level of detail? What are we missing? Or we've only story pointed this or two, is it more likely to be a five? So, everything is really fresh in your mind, and I definitely think that helps create momentum. When you've got the whole team working to figure out how you can be more effective with every sprint.
Chloe Hall:
That's such a great point that you just made Caitlin. And I love how going from doing the team retrospective, that you actually can take those action items and go into your sprint and put them into place straight away. It's really good. Otherwise, I feel like if you do the sprint retrospective on the Friday, and you're like, "Okay, these are our action items," get to Monday sprint planning and you're just thinking of the weekend. That [inaudible 00:07:20]
Caitlin Mackie:
Yeah, a hundred percent. Yeah. They're super fresher mind for everyone. So, it might not work for every team, but we find it works really well for us, because we're being really deliberate with how we approach sprint planning.
Chloe Hall:
Yeah. And then with that, I could see how doing the retro, how it could easily go over time, but then your team has sprint planning scheduled after. So, it's like you can't go over time. How have you managed to kind of time box that retrospective?
Caitlin Mackie:
Yeah, that's a really, really good question. And it is on purpose as well that they are scheduled closely together. Som as mentioned above, the discussion you've had in the retrospectives provides a nice momentum going to the sprint planning, but it does mean we have to watch the clock. And initially, this can be quite awkward, because you want to make sure that everyone feels heard and that everybody has the same opportunity to contribute. And I think this responsibility falls on the scrum master, or the product owner, or whoever's facilitating the retrospective to call it out and make sure everyone has the chance to be heard. You'll naturally have people tell the longer story or add a lot of extra context before getting to the point. And then you'll have others that will be a lot more direct. And I'm a lot like the latter. I struggle to get to the point, which doesn't work well when you're trying to time box a retrospective, right?
Chloe Hall:
And I can relate, same personality.
Caitlin Mackie:
Yes. So with this, I think it really comes down to communicating the expectation and the priority from the get go. With our team and with any team, you will want to figure out who you can perform really well and continually improve to exceed expectations and be better and learn and grow together. And I think if you all share that same mindset going into the retrospective and acknowledging that it's a safe
space to have difficult conversations. And as long as you're communicating with empathy, the team knows that it's never anything personal, and it's all in the best interest of the team. And that then helps the less direct communicators, like myself, address their point more concisely and really forces them to be more deliberate and succinct with their communication style.Caitlin Mackie:
And that's really key to being able to stick to that time box, I think. And it does take practice, because it comes down to creating that psychological safety in your team. But once that's there, it's so much easier to call out when someone's going down a windy track, and bring the focus back and sort of say, "I hear you, what's the action item?" And just become a lot more deliberate.
Chloe Hall:
Wow. I couldn't even imagine like how hard it would be, with the personalities that yourself and I have, just trying to be so direct and get rid of all the fluffy stuff. I mean, look at what it's done to form such an amazing team that we have. So, you mentioned that aspect of psychological safety before. And how do you think being in a new cross-functional team... Only six months together, you had those new employees, do you think you were able to create a psychological safety space at any point?
Caitlin Mackie:
That's another fantastic question. And I feel like, honestly, it would be best to have a team discussion around this. It'd be interesting to hear everybody's perspectives around what contributes to that element of psychological safety and if everybody feels the same. So, I can't speak for the team, but my personal opinion on this or personal experience is that creating an environment of psychological safety really comes down to a mutual trust and respect. And at the end of the day, we all share the same goal. So, we all really, really respect what each other brings to the table and understand how all of these moving parts that we are working on individually all come together to achieve the goal. So, when we're having these open discussions in retros, or not even in retros, just communicating in general really, it's clear that we're asking questions in the best interest of the team and individual motives never come into play, or people aren't just offering their opinion when it's unwarranted or providing feedback, or being overly critical when they weren't asked to do so.
Caitlin Mackie:
So, none of those toxic behaviors happen, because we all respect that whatever piece of work is in question or the topic of discussion, the person owning that work, at the end of the day, is the expert. And we trust them, and we don't doubt each other for a second. And I think the other half of that is that we're also really lucky that if something doesn't go as we planned, we're all there to pick each other up and go again. So, this ties quite nicely into actually one of our values at Easy Agile is commit as a team. And this is all about acknowledging that we grow and succeed when we do it together, and to look after one another and engage with authenticity and courage. Som I may be biased, but I wholeheartedly believe that our team completely embraces that. And there's just such an admiration for what we all bring to the table, and I think that's really key to creating the psychological safety.
Chloe Hall:
I love that your team is really embracing our value, commit as a team and putting it into place, because that's what we're all about at Easy Agile, and it's just so great to see it as well. I think the other thing that
I wanted to address was... So again, during this cross functional team, and you've got design and dev, how do you think retros assisted you in allowing to work out what design and dev needed from each other?Caitlin Mackie:
For sure. So, for some extra context for our listeners as well, so in our team, we've got two developers, Haley and David, and a designer, Matt and myself, who's in the marketing. So, we're very much a cross-functional little mini team. So, we all have the same goal and that same focus, but we also are all working on these little individual components that we then stitch together. So,, I think... We doing retros regularly. What we were able to identify was a really effective design and development cycle. So, we figured out a rhythm for what one another needed at certain points. For example, something we discovered really early was making sure that we didn't bring design and dev work into the same sprint. We needed to have a completely finished design file before dev starts working on it. And that might sound really obvious, but initially we thought, "Oh, well, if you have a half finished design file, dev can start working on that. And by the time that's done, the rest of the design file will be done."
Caitlin Mackie:
But what we failed to acknowledge is that by doing that, we weren't leaving enough capacity to iterate or address any issues or incorporate feedback on the first part of that design file, or if dev started working on it and design then gets told, "Oh, this part right here, it's not possible," so the designer is back working on the first part. And it just creates a lot of these roadblocks. So in retros, this came up and we were able to raise it and understand that what design needed from dev and what dev needed from design in order to make sure we weren't blockers for each other. And the action item out of the retro is that we all agreed that a design file had to be completely finished before dev picks up the work.
Chloe Hall:
I think it's so great that you were able to identify these blockers early on. Do you think like doing the retro on a weekly reoccurring basis was able to bring up those blockers quickly, or do you think it wouldn't have made a difference?
Caitlin Mackie:
No, definitely. I, a hundred percent, think that retros allowed us to address the blockers in a way more timely and effective manner. And we kind of touched on that before, but yeah, retros let you address the blockers, unpack them, understand why they're happening and what we need to do to make sure they don't happen again. So, for sure.
Chloe Hall:
Yeah. Yeah. I guess I want to talk a little bit now about the wins, the very exciting part of the retro, the part that we all love. So, how important do you think the wins are within the retro?
Caitlin Mackie:
So important. So, so, so important. It's like, when you achieve something epic as a team, you have to call it out. Celebrate all the wins, big, small. Some weeks will be better than others, but embrace that glass half full mentality. And there's always something to be proud of and celebrate, so call it out amongst
each other, share it with the whole company, publicly recognize it. Yeah, I think it's so important to embrace the wins. It just sort of creates a really positive atmosphere when you're in the team, makes everybody feel heard and recognized for their really positive contribution that they're making. And I think a big thing here as well is that if you've achieved something epic as a team, it's helpful for other teams to hear that as well, right? You figured out a cool new way to do something, share it. If it helped you as a team, it's most likely going to help another team.Caitlin Mackie:
So I think celebrating the wins isn't even just reserved for work stuff either, right? If somebody's doing something amazing outside of work or hit a personal goal, get behind it.
Chloe Hall:
Yeah.
Caitlin Mackie:
To celebrate all the wins always.
Chloe Hall:
Yeah. And I think it's so good how you mentioned that it's vital to celebrate the wins of someone's personal life as well, because at the end of the day, we're all human beings. Yes,, we come to work, but we do have that personal element. And knowing what someone's like outside of work as well is an element to creating that psychological safe space and team bonding, which is so vital to having a good team at the end of the day. Yeah.
Caitlin Mackie:
Yeah, a hundred percent. Yeah, you hit the nail in the head with that. We talked about psychological safety before, and I definitely think incorporating that, acknowledging that, yeah, we are ourselves at work, but we also have a whole other life outside of that too, so just being mindful of that and just cheering each other on all the time. That's what we got to do, be each other's biggest cheerleaders.
Chloe Hall:
Yeah, exactly. That's the real key to success. Isn't it?
Caitlin Mackie:
Yeah, that's it. That's the key.
Chloe Hall:
So, you've been working really well as a new cross functional, high performing Agile team. How do you think... What is your future process for retros?
Caitlin Mackie:
We will for sure continue to do them weekly. It's part of the Agile manifesto, but we want to focus on responding to change, and I think retros really allow us to do that. It's beneficial and really valuable for
the team. And when you can set the team up for success, you're going to see that positive impact that has across the organization as a whole. So yeah, we've found a nice cadence and a rhythm that works for us. So, if it ain't broke, don't fix it.Chloe Hall:
Yeah.
Caitlin Mackie:
Is that what they say? Is that the saying?
Chloe Hall:
I don't know. I think so, but let's just go with it. [inaudible 00:19:02], don't fix it.
Caitlin Mackie:
There we go. Yeah.
Chloe Hall:
You can quote Caitlin Mackie on that one.
Caitlin Mackie:
Quote me on that.
Chloe Hall:
Okay, Caitlin. Well, there's just one final thing that I want to address today. I thought end of the podcast, let's just have a little bit of fun, and we're going to do a little snippet of Caitlin's hot tip. So, for the audience listening, I want you to think of something that they can take away from this episode, an action item that they can start doing within their teams today. Take it away.
Caitlin Mackie:
Okay. Okay. All right. I would say always have the retrospective. Don't skip it. Even if there's minimal items to discuss, new things will always come up. And you have to regularly provide ways for the team to share their thoughts. And I'll leave you with, always promote positive dialogue and show value and appreciation for team ideas and each other. That's my-
Chloe Hall:
I love that.
Caitlin Mackie:
That's my hot tip.
Chloe Hall:
Thanks, Caitlin. Thanks for sharing. I really like how you said always promote positive dialogue. I think that is so great. Yeah. Well, thanks, Caitlin. Thanks for jumping on the podcast today and-Caitlin Mackie:
Thanks, Chloe.
Chloe Hall:
Yeah. Sharing your team's experience with retrospectives and new cross functional team. It's been really nice hearing from you, and there's so much that our audience can take away from what you've shared with us today. And I hope that we've truly inspired everybody listening to get out there and implement the team retrospective on a regular basis. So, yeah, thank you.
Caitlin Mackie:
Thank you so much, Chloe. Thanks for having me. It was fun, fun to be on this side. And I hope everyone enjoys this episode.
Chloe Hall:
Thanks, Caitlin.
Caitlin Mackie:
Thanks. Bye.
- Podcast
Easy Agile Podcast Ep.28 Team23! + the world of work
Dave Elkan, Co-Founder and Co-CEO of Easy Agile is joined by Jean-Philippe Comeau Principal Customer Success Advocate at Adaptavist.
"Hearing from JP is a sure-fire way to get excited about Atlassian Team '23. We spoke about where we are hoping to see conversations focus + more."
JP is passionate about teamwork, meeting new people, presentations of all kinds - loves a microphone and a captive audience, new technologies and most of all problem-solving.
In this episode, JP and Dave are talking about one of the most anticipated events in the tech calendar - Atlassian’s Team23! They’re talking about what to expect, tips for first timers and what they’re hoping to take away from the event.
They also dive into the future of work and the significance of coming together as a team.
We hope you enjoy the episode!
Transcript:
Dave Elkan:
Hi, all, and welcome to the Easy Agile Podcast. My name is Dave Elkan and I'm co-founder and co-CEO here at Easy Agile. Before we begin, Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast today, the people of the Dharawal speaking country. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal, Torres State Islander and First Nations people joining us today. Today I am joined by Jean-Philippe Comeau or JP. JP is the principal customer success advocate at Adaptavist and is passionate about teamwork, meeting new people, presentations of all kinds, loves a microphone and a captive audience, this podcast definitely fits that mold, new technologies, and most of all, problem-solving. JP, thanks so much for being with us today.
Jean-Philippe Comeau:
Thanks for inviting me.
Dave Elkan:
Hey, no worries. It's great to have you on. We want to take some time today just to talk through Atlassian Team '23. The ecosystem is gearing up for one of the biggest events of the calendar and the ultimate event for modern teamwork. You've been to a few Atlassian Team events before and last year being the first one back in a while. Quebec to Las Vegas is quiet a gear change. What are your tips for people attending Team for the first time?
Jean-Philippe Comeau:
Ooh, yeah, that's a good question. I mean, yeah, Teams to me is a massive event. It's a beautiful moment to actually take in everything that has happened in last year for Atlassian. What I mean by that is actually more and more what's happening with Atlassian is actually what's happening in the world of work. So I think it's just a great time to reassess where you're at. So for me, it's about planning out the main things you want to hit and don't overcrowd your schedule. That's a mistake I made the first time was just I wanted to see the most of everything and I was like, "Yeah, I can absolutely do back to back to back. It's going to be fine. I'll be walking from one thing to another." Truth is after talk, you'll have some questions. Some things will popped-up. "Oh, that's interesting. I could maybe explore that."
You're going to want to do maybe some floor hunting, which is like, hey, looking through the partners. Maybe you've heard about something like an app that you really want to go look at or something like that. So, that's always going to happen and then you're going to miss that next talk. So make sure that what you highlight is really things you want to see and plan according to that. That to me is the number one thing. Don't try to do it all. Do what you feel is really, really important than the rest. Try to make it work because it's going to be a lot of walking, a lot of listening, a lot of talking. The second thing which I remind everybody is to hydrate, get a bottle of water. There's going to be plenty over there, but everybody's going to have their own branded bottle of water, so don't worry about having one or not, but get one and just hydrate. I mean, we all get very busy during the day and we all know how the nights can go, so keep drinking some water. Yeah, those are my two tips.
Dave Elkan:
That's great advice. I think hydration is certainly something to consider. I remember particularly a wall of donuts at one point distracting me from good habits like that. So yeah, it's really important to make sure you've got the basics in line. What are you most looking forward to from the lineup at Team '23?
Jean-Philippe Comeau:
Yeah. I mean, every year the keynotes are what's going to hit the most. Obviously, getting a chance to hear James Cameron talk is going to be very, very interesting. I think especially in the year of Avatar 2 is just great timing, obviously probably planned. He's probably on a tour, but it's going to be really great to hear some stories of how that movie came about. It's been a long time in the making, probably the closest thing we got to really long development on a film. It feels like a long software development cycle thing. That's a very long time. And then hearing Van talk about some of the things that he's seeing in today's world. Van Joseph, I believe, is the name of the second talker, and remember seeing him a lot on the CNN broadcast and stuff during the elections and the impact that he brought to the whole broadcast was quite something. It'd be very interesting to hear them talk.
And then as far as maybe not the big ticket items, really interested to... I think this is the year where the practices on the different tracks that Atlassian usually promotes, I think this is the year what they really start to hit. What I mean by that is I think before this year, so when you look at last year's Team and then before that, tracks were kind of like wishy-washy. Now, they actually have the products to back them. I think JSM's in a very, very good spot. I think their agile tooling is in a very good spot. I think their DevOps, which is what I expect, is going to be pushed the most, or DevOps tooling with the Jira product discovery and all their Point A stuff is got to be where it's at. So I think you're going to get really good talks on those practices. I think that's going to be the year where the tracks actually make a ton of sense and are very valuable to people.
Dave Elkan:
Absolutely. Thanks for sharing. It's really interesting. Yourself, you're a Canadian and James Cameron is a Canadian and he's talking about creating the impossible, and I think that's a theme that's coming through and what Atlassian is promoting and bringing that through. It's really interesting to see or hear you talk about the both building movies and media and CNN, the reference there, and how that can apply with a strongly software development-based audience. It's really interesting to see that building a movie is a very much a waterfall process in that you have this huge deliverable at the end, but I know that there are Pixar, for example, use this concept of Demo Trusts, we call them, or the Pixar Demo Trust. Yeah. So essentially you can test along the way as you go before you deliver this huge thing. It's really intriguing to think what we're going to hear from James in regards to how he builds these amazing projects.
Jean-Philippe Comeau:
Yeah, I think you're spot on. So I'm actually a huge Marvel fan. I don't have my book with me, but the Creativity, Inc. is a book that I love by Ed Catmull and how they built Pixar as a business, as a delivery team, not just about the movie side of it, the creative side of it, but how do you bring creativity into a more structured world that is the corporate world kind of thing, which they're now a part of? So, very interesting that you bring that up because I'm very fascinated by their process as well. I think they were the pioneers in the movie-making business or industry into bringing the agile methodologies or thinking to movie-making.
Now, what would happen historically in movies? Okay. So you don't know this, but my background is actually enacting. So when I started, when I studied, when I was a young lad, young adult, let's put it that way, I wanted to be an actor and then things changed. Obviously, I am not a prolific actor. So I'm very, very passionate about the movie-making industry. Movies historically has always been about you shoot, you shoot, you shoot, to develop, develop, develop, and then at the end, you cut it. So you make mistakes. So like we said, very, very waterfally. I think now that technology is almost like 50 to 60% of a movie now more days... If you look at Marvel movies and all that, you could argue it's 50 to 60% is going to be computer-generated, which can be a bad or good thing. Now, that I'm not going to get into that debate.
The nature of previz and all the animation work that goes behind it makes the process more agile, meaning that what they're going to do is they're going to build for a week and then they're going to review the film that's been made and then they're going to correct and do it again, right? So already you got your feedback loop going. You got your process. You got your sprints going. I can map all that out to some agile processes and I wouldn't be surprised that you're looking at something that are looking to scale up. You could even argue what are you guys going to do for your scaling methodologies? There's a lot of things that are very interesting.
I think going back to our first point, sorry, I really went on a tangent here, but going back to Avatar, when you have such a long cycle and you have a movie that's built, that one is heavily computer-generated. I mean, every actor has stuff on their face and they're acting in a blank studio. Now you're talking about agile processes because if you're building hours and hours and hours of work and you're just building and building and building and never review, I can't... Maybe James will say that's how they did it, and I'll be like, "Well, you guys were... It's very difficult. You made your life very, very difficult." But it'd be very interesting to hear because I cannot imagine them not going into some type of an agile way of building this movie.
Dave Elkan:
Oh, of course. I think that if you imagine the cutting room floor, it's an old adage and literally they used to cut the film and they'd leave it on the floor as that's something we're not doing anymore. And so, I dare say that there's a vast amount of film which is thrown away and redone. I feel that if we could see past that to this beautiful thing that they're doing behind the scenes, which is testing and iterating on their shots, it's actually quite a simple concept to apply these agile processes to filmmaking. It's just at the end you have got this big bang, same in game production. When you produce a game, you cut back. People do early access, which is fantastic. You can't early access a movie.
Jean-Philippe Comeau:
No, exactly. Yeah.
Dave Elkan:
Yeah. Going back to Pixar, that reference, I actually made the mistake. It's not actually the Demo Trust. So this is the Playbook by Atlassian. There's a play called Demo Trust, but it's the Brains Trust and it's bringing together the team to talk through does this fulfill the vision of Pixar? Does this make Pixar Pixar? And helping the team understand, so directors get that ingrained Pixarness through that process. So yeah, there's a whole team behind the scenes here. There's not one person who's just driving this at the director level. There's actually a whole team of people collaborating on this movie. So I'm really intrigued to hear that from James to hear how the teamwork comes out.
Jean-Philippe Comeau:
Yeah. I think when you look at a movie like Avatar, again, another thing that we don't think about is the connecting remote teams, which is a big, big part of what we do in 2023 is connecting remote teams so that they feel they're working on one project. When you have a movie like Avatar, your VFX is going to be somewhere. Your actors are going to be another place. And then you're going to have music and sound's going to be somewhere else. Your editors are probably going to be somewhere else. And so, there's a lot of remote work that you do. How do you bring all that together?
I remember watching the old documentaries around the Lord of the Rings movies, and they were literally flying people in and out with the actual roll of films because they were so afraid that people would steal them and so that they wouldn't put it on the internet and they would actually carry them around. So they had to fly from London to New Zealand to... It's kind of nuts when you think about it in 2023. Really, you had to take a 10-hour flight just to get your film across? It's probably easier also with the data, just the bandwidth and everything. So I think that's also going to be an interesting part is how did you connect teams?
You brought up a great point around the Pixar way or that's how they call it, the Pixar way. When you think about that, there's some really, really cool ideas behind bringing a team together and rallying them around one project. I think as teams get more remote and distanced from products and things that they're working on, and I do it myself at work. Things become generic. At some point, you're just doing the same thing over and over again. You lose touch a little bit with the work that you do. I think it's a beautiful thing to be able to rally a team around a project and say like, "Do you believe in this project? I believe in this project. Do you believe in this project?" And making sure the team does and if they don't, why don't you? What's preventing you from that? I think there's a lot of good conversations, sorry, that can come from that. Yeah.
Dave Elkan:
Absolutely. So yeah, you talk about going more remote. Is that a trend you're seeing, that we're continuing to see more and more teams go remote, or are we seeing a reversal of that to some extent?
Jean-Philippe Comeau:
It depends on what sphere you're working with, or in my position, I get to touch everything. I tend to gravitate towards the more creative teams of gaming and software development and stuff. I do work with banks. I do work with, well, corporate America, the classic suit and tie kind of places, everything. I see everything. There is absolutely out right now a battle of old versus new, old ways of working, new ways of working. There's a huge clash happening. I to this day do not know who's going to win, because even the big Silicon Valleys, I mean, we are all seeing what's happening with Apple and them putting mandatory office dates and stuff like that. You see that from an executive that is leading maybe one of the more bleeding edge companies in the world, but he's still an old school vibe of creativity.
I hate bringing it back to Pixar. I'm going to bring it back to Pixar. They have such a great office. So like I said, I'm very fascinated about what they do. They call it unplanned creativity. They truly believe that unplanned creativity happens in the office, and when you have unplanned meetings, unplanned interactions. So one of the things that they did, it's now very common, but when I was 14 years old and I was reading about them, I was like, "Oh my God, these are such cool things to do," they were doing those ping-pong places and activities and games to get people to play together and start talking about what they were doing.
And then all of a sudden you got an engineer talking to a VFX artist that's talking to a 3D or conceptual artist, that's like they would never meet in a meeting or anything like that. But because they're playing ping-pong and throwing ideas around and all of a sudden they're like, "Hey, maybe we could build this thing. That'd be amazing." Because the artist saying, "Well, now I could do clouds this way. Yeah. Nuts, I could create clouds that look like this." Then the engineer goes, "Well, you can just tweak a little bit of things."
Anyways, so I think there's this old school mentality at this. It's a question I've asked myself in our Slacks and where we talk about work. I don't know what the future is for unplanned creativity. I don't know how you recreate that in a virtual world. I think it's a big problem that some software companies have tackled with some tools. I don't know how you force someone to sit behind a computer and do something that's unplanned. How do I stumble across some... I don't know. But yeah, I think there's a bit of that in the old school mentality. I need people in an office so that they can meet and they can interact together. I still struggle to find where they're wrong, let's put it that way. I don't know where they're wrong about that theory of when you're with someone, when you're with people things happen in a different way.
Dave Elkan:
I can't agree more. I think that if I have any perspective on this, it's that there is not... Often, it's not a black and white or a zero sum kind of game. It's a combination of things that will occur and that will move forward for better or for worse. You can look back in history to Bell Labs and the creation of the semiconductor and the way that the building was designed essentially to allow people to walk past and have cross-collaboration and cross-functional conversations. Have you ever considered that the unplanned creativity that Pixar was talking about was actually planned-unplanned creativity, so they made these spaces on purpose? How can we make things on purpose to have things unknown to us happen?
Jean-Philippe Comeau:
Yeah. Yeah. Actually, you're absolutely right. I mean, yeah, they built the Pixar offices this way because of that. To me, that is the secret. If someone finds it, it's like the caramel milk or whatever, just bottle it up and sell it to people, I guess. I don't know. I have no idea what the answer is. I've looked and it's... There's an app out there. I can't remember the name of the app, but you're like a 2D sprite and it looks like an NES game and you're moving around from places to places. You can decorate your office. It's got this vibe of Animal Crossing, which is a game by Nintendo where you can just create stuff and people can visit your island and all that.
You can do that with your office space and then you can create a common area where people walking. When you look at it in a video, it's brilliant. Great, I can actually be in the office without being in the office. It has this whole technology of proximity. So if you're having a conversation with someone in an open area, people could walk by and hear what you're saying and join in. Beautiful technology, doesn't work with the humans when you really think about it. Why would I go online to walk around an office to go talk? I'll ping you on Slack, it'll be easier. All right. I don't need to walk through your office. So it's like I don't know what the secret is.
Yeah, you're right, it is planned in a way. I think we do that. I don't know for you guys at Easy Agile, how you do it. In Adaptavist, we do like to travel with teams. So whenever we do things, even if it's customer work or if we're going for an event or something, we try to make it a point to make it about also us and what we do. So we rarely traveled alone. If I'm going to a customer, we're trying to get two consultants in there, or what I'm trying to say is bring more people. It's a point, I think, Adaptavist is trying to make and I think that's what Simon, our CEO, is trying to make is use these opportunities to be with people. I think it's a beautiful thing, but it's one of the myriad of solutions. I don't know. I really don't know. What do you think? What are your thoughts on this?
Dave Elkan:
Oh, I can share how we work at Easy Agile. So here I am today in the office. This is a great place for me to do this recording. We have a room for about 50 people here in the office in Wollongong, south of Sydney. We have about 10 to 15 who usually arrive on a daily basis, and that's great. We don't mind. We love people working from home and working away, which is more convenient and relaxing for them. At the same time, we do have quarterly plan, like planning sessions that we go to. We have Advanced Easy Agile every quarter. We come together in person. We've strategically ensured that we hire in a way so that's possible, so people aren't flying across vast sways of ocean to get to this conversation. In a way, it's planned-unplanned. So we do our planning ahead of time.
When we come for Advanced Easy Agile, we'll have something that we want to either upskill the team with or whatever, and then we'll have some team bonding where people can choose from a range of different activities they want to do together. And so, for us, it's more about getting together in person because we know that's really valuable to both build an understanding of each other as a team and to build that rapport. It can't be done over Zoom to an extent. So, absolutely, our business runs entirely in a remote-friendly way and we don't rely on people to be in person, in sync in person to move forward. However, we do see there's a great value there. So we try to live in both worlds and we get the benefit from both of them. Yeah. And so, that's one thing that can work. It's not for everybody. If you have a truly distributed global business, it's not exactly easy or affordable to bring everybody together on a quarterly basis.
Jean-Philippe Comeau:
Yeah. I think it's beautiful though. So I've been in Adaptavist for close to six... I'm on my sixth year now and we used to be able to do... We didn't do quarterly. We did a yearly thing at the end of the year where everybody would get together. We called it Winter Con for the last two years, which I actually loved the idea, which was very much we could pitch ideas of what we wanted to talk about. It could be about work, could be about customers, could be about last year, whatever you wanted to talk about, could be about yourself, could be about a cool thing you did this year, whatever. We had a voting system, but really pretty much anyone that said any, you could get in.
You could just walk around and it was literally a conference center. We'd set up some rooms and you could walk in, look at a presentation, literally like Teams or whatever. It was the best experience every time that we did that. I love these because there's value. There's an ROI in having everybody learning and upskilling and breaking down these silos of, "Hey, I never worked with marketing, but here's an hour talk around something we did in marketing. I really want to join," and all these things. That's great. There was also the unplanned ROI, where you were coming out of there with multiple ideas of like, "Oh, I could explore this. We could explore that. I got this meeting set in Jan now that whenever I come back in January, we're going to be talking about this thing that we talked about for cloud migrations." All that was happening at Winter Con.
Now, we grew exponentially post-COVID, well, during and post. So while COVID was happening and all of a sudden everybody wanted work. And then as companies that were remote, I think a lot of the companies that were remote grew during COVID versus because companies that were local or anything, they slowly diluted down a little bit, let's put it that way. As we grew, we can't support that anymore as a one-time thing where you'd have... We're close to a thousand now. There's a lot of people to move and a lot of conferences, a lot of conference rooms and presentations and stuff that we just can't accommodate. So, I miss it a lot. We've been doing it remotely, but like you said, it's not the same to go on a Zoom call.
I remember sitting down in these presentations and you're sitting down next to people that someone from Arkansas, someone from Cambridge, and you start talking. Yeah, you're listening to conference, but we all know what happens when you're listening to a presentation. You start talking like, "Yeah, that's an interesting idea. What did you do last weekend?" You start talking. Those are things you can't do on Zoom. You can't really reproduce that on Zoom. It's not going to happen really and I miss that dearly. I don't know what the solution is when you have these kind of global distribution. I mean, I guess you do in a smaller way, maybe all of North America meet up or things like that, but it's just not the same, not the same at all. I think it's beautiful that you guys can still do these because everybody's close by. I think it's really nice.
Dave Elkan:
Oh, thanks. Yeah, it's something we're hoping to hold onto as long as we can. We understand that these things don't scale. At one point, we'll have to break it into different events so that people can have, I think, a higher level of involvement in that. If you have too many people at the same time, it can be just a bit read only, the way I see it. It's as if to seek participant.
Jean-Philippe Comeau:
That's nice. Yeah. Yeah, I like that. Yeah. Yeah, you're right.
Dave Elkan:
So I'd love to just quickly touch back on Atlassian Team '23.
Jean-Philippe Comeau:
I'm sorry.
Dave Elkan:
You did mention at the beginning... That's all right. We'll get there. There's these new apps, especially in the DevOps tooling space that Atlassian's working on, so Discovery. Can you just talk to me a little bit more about what you see there and why that's coming to fruition now?
Jean-Philippe Comeau:
Yeah, I think it's all about cloud. I'll be the first to say that big fan of data center, big fan of on-prem. That's how I learned the Atlassian tool set. So, a little skeptical when cloud came about. As it grew and it got better, it got better, that was great. I think it's now at a mature spot where the Point A program, which is where all of these tools are coming out of, so the product Discovery, Atlas and all that, those are the fruits of cloud. That's because now that we have cloud, they can churn out products and try things and see if they stick or not. I think that's why I think this year is the year where I think the program is mature enough. Migration's ready. I mean, we're one year out of server end-of-life. I think we're finally in a place where we can actually talk about all these opportunities. Most of the people at the conference will be able to get value from it.
I remember last year where talks were heavily around JSM and all the cool things it would do, but you still had a lot of people on server, still had a lot of people on data center. So it fell a little bit on deaf ears. A lot of people in the crowd were just like, "Yeah, it's not for me." Both keynotes were about that. So anyways, I think this year it's going to be better because of that, because everybody's bought in. I think it's right now because yeah, it's cloud. You can ship easier, faster. You can ship better. You can iterate better. You can get a product ready much, much quicker than if you're on-prem, and I think that's why you're seeing this blow up. I also think they're great ideas. Big fan of Atlas specifically. Big, big fan of Atlas.
Dave Elkan:
Yeah. Fantastic. So, how are your customers seeing the migration to cloud? On the larger end, is that something that they're open to? Is that something that they support?
Jean-Philippe Comeau:
Everybody is intrigued, I'll start there. Everybody's intrigued. Now, the level of interest depends on the industry and the size. When you have a massive... I'll use banks because to me, banks are kind of like countries. So if you look at a massive bank where you have 30, 40,000 users, usually they have solid infrastructures. They have solid administrators. They have teams that are kind of living off this. It's built its own economy, basically. It runs itself. When you go in there and you try to teach them about cloud and all the great things it'll do, they start asking questions that are very technical and they're very good. There's not really an answer in cloud for yet, and so it gets skittish. Whereas if I go to a 500,000 people organization and they start asking questions about cloud, and usually we have more answers for that. It's just easy, an easier conversation. They don't have the same worries or the same thing troubles on their mind than the admin of 40,000 people. It's just not the same reality that they're seeing.
So I think for now, and I know Atlassian's making a big push into that enterprise space, I think for now you're going to see that growth. But as long as we don't have full autonomy of where our data is and how accessible that data is, it's going to be a problem, as long as FedRAMP isn't available to all, as long as all these different SOCs and compliances aren't available to all. These are very difficult because you've built an ecosystem around a lot of integrations and Easy Agile being to me, one of those integrations because their third-party app, however you want to look at it. Adaptavist has their own third-party app. So you have script runner and all that. We all have third-party apps. So Atlassian can't be like, "Oh, yeah, I'll make a blanket statement. We can do all these things." It's not really true. I'm like, "Hold up, you got to take into account all these different app partners out there that are doing their things and you can't put us all into one roof."I think they're victims of their success. What still making Atlassian great is the partner ecosystem, apps, solutions, sorry, everything, but it's also what's causing the adoption and the speed to which adoption of cloud is happening. It's making it slower than they would want to. I think that was maybe the misstep a little bit when everything got announced was like, "Oh, you guys do rely on these apps a lot." Yeah. A lot of our customers actually would say that the apps are even more important to them than the core. It's just a thing that you're seeing. So to go back to your question, depends on the complexity of the instance. The bigger the instance, usually the more complex it is. So if I go to over 10,000 users, it's going to be a very long conversation. Very, very long conversation.
Dave Elkan:
Yes, it is. It's funny that Atlassian did ship this and say, "Hey." Well, actually, there was a presumption that the apps were covered by SOC 2 or the like as well, and that was a missing... But it was this misunderstanding. But I say as a business owner going through SOC 2, it's a very rewarding and good process to go through. It's hard. We are doing it far earlier than Atlassian did in their own journey, but the sooner you do it, the easier it is. Ideally that as a smaller company, you have less things to worry about and the processes you put in place will be easier to maintain and monitor. So we're excited to really go down the SOC 2 path and to provide that peace of mind to our enterprise customers. So yeah, very good process to go through.
Jean-Philippe Comeau:
Yeah, you guys are going through it right now. Have you acquired it yet? Did you get your compliance yet or you're on your way to getting that?
Dave Elkan:
No, we're on the way to SOC 2 type 1 at the moment.
Jean-Philippe Comeau:
Wow. Nice.
Dave Elkan:
Yeah.
Jean-Philippe Comeau:
Yeah. Yeah. We got security group now in and they're handling all that. I'm not good with the compliances. I'll say it right now, right off the bat, I don't know them very well. I know they're like letters I would like to see next to every apps. That's what I know. I don't know how in depth the processes, but I know it's very involved to the point where you need to have a team dedicated to making that happen. So what have you guys seen so far? It's coming along great. What are some of the challenges that you've seen maybe? I'm just intrigued.
Dave Elkan:
Yeah. Oh, look, so our cloud apps are all architected in the same way, so they all use the same code base to an extent, like the deployment methodology. We haven't done any acquisitions which have bolted on to make that more complicated, so we're making the most of that situation. We've done a fair bit of work over the last quarter or so to put in all the checks and the controls around that deployment. The next thing is to really put in place the processes to ensure that our team understands how to deal with different situations and the like. So, that's something we're going to tackle in the next quarter. I'm excited to go through that and do a bit of a sprint with Nick, my co-founder and co-CEO, to really see how much we can get done in a period of time and really focus on that. I think that the benefit will be that we have a much more understood and clear way of running our business, which is obvious to our customers as well, which is a very good thing. I'm all in favor of it. Yeah.
Jean-Philippe Comeau:
Yeah, that's awesome. Yeah, I think we're seeing some of the similar things, but we did acquire a bunch of stuff and so that is making everything a bit more difficult, for sure.
Dave Elkan:
I can understand. That would be very tricky to try and bridge those gaps and to homogenize enough to be able to have a really clear statement going forward. Yeah. Okay. So we touched quickly on the Atlassian apps that they're bringing. Are there any apps in the marketplace that you have got an eye on that you'd love to go and talk to, of course, Easy Agile aside?
Jean-Philippe Comeau:
I mean, of course. Yeah. A big need that I'm noticing now in the market... I don't know if it's a secret or something, I should wait because I know Team '23, they're going to be doing some stuff and I'm really excited for them. So one of the things that we're noticing is... So backups, so enterprise support, basically. Right now, when you're on the cloud, most companies, again, in the 40,000 and plus have strong backup needs and they actually have requirements, laws, things that they need to abide by as far as how long they maintain data, how long they have backups of data and all that. Right now, the way that it's done in cloud isn't nice at all. You actually have to go into the UI. You get a backup. If your backup is large, it's going to take multiple days to process and you got to remember to... It's all manual. There's nothing that really automated.
So, there is a growing market for these kinds of apps. I've been talking all that to these people at Revyz, R-E-V-Y-Z. What they do is they basically automate that process for you and they host your data. Right now, they only do it for a year, but it's still much better than what we're seeing out there. There's a lot of need for services like that, where they... Because I mean, part of the appeal of cloud is obviously hands off, don't have to worry about things anymore and Atlassian only guarantees backups for 21 days. So if you're an enterprise and you're looking for six months at least of data recovery, at least you're not going to get that. So by having a partner like Revyz or all these, there are other apps out there, I'm talking about Revyz specifically because I talk to them a bunch, but a lot of interesting things are happening.
Also, what's amazing about these apps, what these developers have found, and once they've have that process, they now get access to the structure of the data and they've started building tools around that structure. So for instance, that app can actually restore projects and issues and custom fields and configurations. So you don't need to do a full restore. You can actually pick what you want to restore, which is brilliant. It's something that even in data center wasn't easy to do. You couldn't just say like, "Hey, give me that issue." You'd have to restore the snapshot, go into the system, find your stuff. Now being able to go into my UI and Jira, go into my backup app, go and look the issued I deleted by mistake, find it, restore it the same day, it has comments saying, "This was restored by revisits, so make sure blah, blah, blah, yada, yada, yada." It's just brilliant and I'm really excited to see that grow this year.
Dave Elkan:
That's amazing. Yeah, it's a really intriguing part of this piece that I've never really thought through that that's actually a really important part of running an enterprise, that you have those continuous backups. Yeah. Cool. Yeah, that's a great insight.
Jean-Philippe Comeau:
Yeah, it's going to be an interesting market to dive into because we've been asked, even as a service partner, "Can you deliver on this?" The truth is without an app, you can't. There's no real way for me to get a backup. I'd have to go into your instance every day. I don't think you want a consultant going into every day your instance, downloading a backup and throwing it. I'd rather spend my money elsewhere. So these apps are going to be very... I think they're going to be big and I'm really interested to see what happens with all these different ventures.
Dave Elkan:
Well, certainly, a booth I'll be popping by to see if we can include the Easy Agile data in that backup as well.
Jean-Philippe Comeau:
Yes, exactly. So they are looking at other app partners and seeing what they can do. So I think, yeah, absolutely, if you want to have a chat, they're great people.
Dave Elkan:
Beautiful. Thank you so much for your time today, JP. That's a wrap. Hey, is there anything else you wanted to touch on before we wrap up? Is there anything you are hoping to get away from the event, to take away from the event? Anything on the sidelines you're going to see when you're there?
Jean-Philippe Comeau:
I mean, obviously, App Day is going to be a big thing. Really excited to meet y'all in person, see everybody. So App Day is the time where I get really technical, get my hands dirty. I don't do that a lot these days. I miss it sometimes just sitting down and doing some good old admin work. So anyway, the App Days are usually when I really get back to the nitty-gritty of let's talk about script runner, where we're at now, and let's meet with Easy Agile, with Temple, with all these different app vendors and talk about what's coming up and what they're seeing. So really looking forward to that. But other than that, no, just looking to have a good time. I'll hopefully get some good social time as well at the evening. Like I said, we won't get ourselves half the fun is also after the events every day, so really looking forward to that, for sure, and meeting all my fellow ecosystem partners and talking to everybody and seeing what they've seen in the past year.
Dave Elkan:
Likewise. I'm at least 1,000% more excited now having talked to you about it. So thank you so much for taking the time today, JP, to talk through that and I can't wait to see you there.
Jean-Philippe Comeau:
Yeah, I can't wait to see you. Thanks for having me.
Dave Elkan:
No probs. Thanks, mate.



