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

What a great conversation this was with Chris Stone, The Virtual Agile Coach!

Chris shared some insights into the importance of sharing and de-stigmatising failures, looking after your own mental health, and why work shouldn't be stale.

Some other areas we discussed were, why you should spend time in self reflection - consider a solospective? and asking "how did that feel?" when working as a team.

"I really enjoyed our chat. Plenty to ponder over the silly season, and set yourself up with a fresh perspective for 2021. Enjoy and Merry Christmas!"

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Transcript

Sean Blake:

Hello, and welcome to another episode of the Easy Agile Podcast. It's Sean Blake here, your host today, and we're joined by Chris stone. Chris is going to be a really interesting guest. I really enjoyed recording this episode. Chris is the Virtual Agile Coach. He's an agility lead. People First champion blogger, speaker and trainer, who always seeks to gamify content and create immersive Agile experiences. An Agile convert all the way from back in 2012, Chris has since sought to broaden his experiences, escape his echo chamber and to fearlessly challenge dysfunction and ask the difficult questions. My key takeaways from this episode were; it's okay to share your failures, the importance of recognizing our mental health, why it's important that work doesn't become stale, how to de-stigmatize failure, the importance of selfreflection and holding many self retrospectives, and the origins of the word deadline. You'll be really interested to find out where that word came from and why it's a little bit troubling. So here we go. We're about to jump in. Here's the episode with Chris stone on the Easy Agile Podcast. Chris, thanks so much for joining us and spending some time with us.

Chris Stone:

Hey there Sean, thank you for having me. It's a pleasure.

Sean Blake:

I have to mention you've got a really funky Christmas sweater on today. And for those people listening on the audio, they might have to jump over to YouTube just for a section to check out this sweater. Can you tell us a bit about where that came from?

Chris Stone:

So this sweater was a gift. It's a Green Bay Packers, Chris, Ugly Christmas Jumpers, what they call it. And I'm a fan of the Green Bay Packers, I've been out there a few times to Wisconsin, Green Bay, Wisconsin. It's so cold out there in fact. When you're holding a beer and minus 13 degrees, the beer starts turning to slush just from being outside in the cold air. It's a great place, very friendly, and the jumper was just a gift one Christmas from someone.

Sean Blake:

Love it. There's nothing better than warm beer is there? Okay. So Chris, I first came across you because of the content that you put out on LinkedIn. And the way that you go about it, it's so much fun and so different to really anything else I've seen in the corporate space, in the enterprise space, in the Agile space even, why have you decided to go down this track of calling yourself the virtual Agile coach, building a personal brand and really putting yourself out there?

Chris Stone:

Well, for me, it was an interesting one because COVID, this year has forced a lot of people to convert to being virtual workers, remote workers, virtual coaches themselves. Now, what I realized this year is that, the aspiration for many is those co-located teams, it's always what people desired. They say, "Oh, you have to work harder, Katie, that's the best way." And I realized that in my whole Agile working life, I'd never really had that co-located team. There was always some element of distributed working and the past two years prior to where I'm currently, my current company, I was doing distributed scaled Agile with time zones, including Trinidad and Tobago, Alaska, Houston, the UK, India, and it was all remote.

Chris Stone:

And I thought, all right, this is an opportunity to recognize the fact that I was a virtual Agile coach already, but to share with others, my learnings, my experiences, the challenges I've faced, the failures I've had with the wider community so they can benefit from it because obviously, everyone, or more many have had to make that transition very quickly. And there's lots of learnings there that I'm sure people would benefit from. And this year in particular, I guess the honest answer, the reason for me being, I guess out there and working more on that side of things, being creative is because it's an outlet for my mental health.

Chris Stone:

I suffer from depression and one of my ways of coping with that is being creative and creating new content and sharing it. So I guess it's a reason of... it's linked to that also, but also the stories that people tell me afterwards, they motivate me to keep doing it. So when someone comes to me and says, "Hey, I did the Queen retrospective, the Queen Rock Band retrospective, and this program manager who never smiles connected to the content and admitted he liked Queen and smiled." And this was a first and when people come to me and say, "Hey, we did the Home Alone retrospective, the one of your Christmas themed ones and people loved it. It was great." It was the most engaging retrospective we've had so far because the problem is work can become stale if you let it be so.

Chris Stone:

Retrospectives can become this, what did we do last time? What are we going to do next time? What actions can we do? Et cetera, et cetera. And unless you refresh it and try new things, people will get bored and they'll disconnect and they'll disengage, and you're less likely to get a good outcome that way. So for me, there's no reason you can't make work a little bit fun, with a little bit of creativity and a little bit of energy and passionate about it.

Sean Blake:

I love that. And do you think a lot of people come to work even when they're working in Agile co-located teams and it's just not fun, I mean what do you think the key reasons are that work isn't fun?

Chris Stone:

I think because it can become stale. All right. So let's reflect on where we are today. Today, we're in a situation where we're not face-to-face with one another. We don't have time for those water cooler chats. We don't connect over a coffee or a lunch. We don't have a chat about idle banter and things of that on the way to a meeting room, we didn't have any of that. And that forces people to look at each other and see themselves as an avatar behind a screen, just a name. Often in particular, people aren't even on video camera.

Chris Stone:

It forces them to think of people as a name on a screen, rather than a beating heart on a laptop. And it can abstract people into just these entities, these names you talk to each day and day out, and that can force it to be this professional non-personal interaction. And I'm a firm believer that we need to change that. We need to make things more fun because it can, and in my experience, does result in much better outcomes. I'm very, very people first. We need to focus on people being people. People aren't resources. This is a common phrase I like to refer to you.

Sean Blake:

I love that, people aren't resources. You spoke a little bit about mental health and your struggle with depression. Something that I hear come up time and time again, is people that talk about imposter syndrome. And I wonder, firstly, if you think that might be exasperated through working remotely now. People are not so sure how they fit in, where their role is still the same role that it was 12 months ago. And do you have any tips for people when they're dealing with imposter syndrome, especially in a virtual environment?

Chris Stone:

Well, yeah I think this current environment, this virtual environment, the pandemic in particular, has led to a number of unhelpful behaviors. That there's a lot more challenges with people's mental health and negativity, and that can only lead to, I guess, less desire, less confidence in doing things, maybe doubting yourself. There's some great visuals I've shared on this recently, and it's all about reframing those imposter thoughts you have, the unhelpful thinking, that thing that goes through your mind that says, Oh, they're all going to think I'm a total fraud because maybe I don't have enough years of experience, or I should already know this. I must get more training. There's lots of “shoulding” and “musting” in that. There's lots of jumping to conclusions in this.

Chris Stone:

And a couple of ways of getting around that is, so if you're thinking of the scenario where I'm a fraud think, "Oh, well I'm doing my best, but I can't predict what they might think." When you're trying to think about the scenario of do I need to get more training? Well, understand and acknowledge the reality that you can't possibly know everything. You continue to learn every single day and that's great, but it's unrealistic to know it all. There's a great quote I often refer to and it's, true knowledge is knowing that you know nothing. I believe it's a quote from Socrates.

Chris Stone:

And it's something that very much resonates with me. Over the years I've gone through this learning journey where, when I first finished university, for example, I thought I knew everything. I thought I've got it all. And I'd go out to clients and speak and I'm like, "Oh yeah, I know this. I've got this guys." And then the more involved I've become and the more deeper I've gone into the topic, the more I realized, actually there's so much that I don't know. And to me, true knowledge is knowing that you know nothing tells me there's so much out there that I must continuously learn, I must continuously seek to challenge myself each and every day.

Chris Stone:

Other people who approach me and say, "How do you, or you produce a lot of content. How would you put yourself out there?" And I say, "Well, I just do it." Let's de-stigmatize failure. If you put a post out there and it bombs, it doesn't matter, put another one out there. It's as simple as that, learn from failure, Chuck something out there, try it, if it doesn't work, try something else. We coach Agile teams to do this all the time, to experiment. Have a hypothesis to test against that. Verify the outcomes and do retrospectives. I do weekly solospectives. I reflect on my week, what works, what hasn't worked, what I'm going to try differently. And there's no reason you can't do that also.

Sean Blake:

Okay. So weekly solospectives. What does that look like? And how do you be honest with yourself about what's working, what's not working and areas for yourself to improve? How do you actually start to have that time for self-reflection?

Chris Stone:

Unfortunately you got to make time for some reflection. One thing I've learned with mental health is you have to make time for your health before you have to make time for your illness or before you're forced to make time for your illness. And it can become all too easy in this busy working world to not make time for your health, to not make time and focus on you. So you do just have to carve out that time, whether that's blocking some time in the diary on a Friday afternoon, just to sit down and reflect, whether that's making time to go out for a walk, setting up a time on your Alexa to have a five minute stretching break, whatever it is, there's things you can do, and you have things you have to do to make time for yourself.

Chris Stone:

With regards to a solospective, the way I tend to do things is I tend to journal on a daily basis. That's almost like my own daily standard with myself, it's like, what have I observed? What have I... what challenges do I face in the past day? And then that sums up in the weekly solospective, which is basically a retro for one, where I reflect on, what did I try it? What do I want to achieve this week? What's gone well? What hasn't gone well. It's the same as a retrospective just one and allows me to aggregate my thoughts across the week, rather than them being single events. So that I'm focusing more on the trajectory as opposed to any single outlier. Does that make sense?

Sean Blake:

It does. It does. So you've got this trajectory with your career. You're checking in each week to see whether you're heading in the right direction. I assume that you set personal goals as well along the way. I also noticed that you have personal values that you've published and you've actually published those publicly for other people to look at and to see. How important are those personal values in informing your life and personal and career goals?

Chris Stone:

So I'd say that are hugely important, for me, what I thought was we see companies sharing their values all the time. You look on company websites and you can see their values quite prominently. And you could probably think do they often live up to their values? You have so many companies have customer centricity as their value, but how many of them actually focus on engaging with their customers regularly? How many have a metric where they track, how often they engage with customers? Most of them are focusing on velocity and lead time. So I always challenge, are you really customer centric or is that lip service? But moving aside, I digress. I thought companies have values, and obviously we do as well, but why don't we share them? So I created this visual, showing what mine were and challenged a few others to share it also. And I had some good feedback from others which was great.

Chris Stone:

But they hugely influence who I am and how I interact on a day-to-day basis. And I'll give you an example, one of my values is being open source always. And what that means is nothing I create, no content I create, nothing I produce would ever be behind a payroll. And that's me being community driven. That's me sharing what I've learned with others. And how that's come to fruition, how I've lived that is I've had lots of people come to me say, "Hey, we love the things you do. You gave me flying things. Would you mind, or would you like to collaborate and create this course that people would pay for?" So often I've said, "If it's free, yes. But if it's going to be monetized, then no."

Chris Stone:

And I've had multiple people reach out to me for that purpose. And I've had to decline respectfully and say, "Look, I think what you're doing is great. You've got a great app and I can see how having this Agile coaching gamification course on that would be of great value. But if it's behind the payroll, then I'm not interested because it's in direct conflict with my own values, and therefore, I wouldn't be interested in proceeding with it. But keep doing what you're doing, being people first, #people first." This is about me embodying the focus on people being beating hearts behind a laptop, rather than just this avatar on a screen. And I have this little... the audio listeners, won't be able to see this, but I'm holding up a baby Groot here. And he's like my people first totem.

Chris Stone:

And the reason for that is I have a group called the Guardians of Agility, and we are people first. That's our emblem. And these are my transformation champions in my current company. I like to have Guardians of Agility, and I've got this totem reminding me to be people first in every interaction I have. So when, for example, I hear the term resources and I'm saying, well... As soon as I hear it, it almost triggers me. I almost hear like, "Oh, what do they mean by that?" And I'll wait a little moment and I'll say, "Hey, can you tell me what you mean by that?" And you tease it out a little bit. And often they meant, "Oh, it's people, isn't it?" If you're talking about people, can we refer to them as people?

Chris Stone:

Because people aren't resources. They're not objects or things you mine out the ground. They're not pens, paper or desks. They're not chairs in an office. They are people. And every time you refer to them as a resource, you abstract them. You make it easier to dehumanize them and think of them as lesser, you make it easier to make those decisions like, oh, we can just get rid of those resources or we can just move that resource from here to there and to this team and that team, whether they want to or not. So I don't personally like the language.

Chris Stone:

And the problem is it goes all the way back to how it's trained. You go to university and you take a business degree and you learn about human resources. You take a course, Agile HR, Agile human resources, right, and it's so prevalent out there. And unless we challenge it, it won't change. So I will happily sit there and a meeting with a CTO and he'll start talking about resource and I'll say, "Hey, what do you mean by that?" And I'll challenge it and he'll go, "Yeah, I've done it again, have I not?" "Yes. Yes, you have." And it's gotten to the point now where I'll be on this big group call for example, and someone will say it, and I'll just start doing this on a screen waving, and they'll go, "Did it again, didn't I?" "Yes, you did."

Sean Blake:

So some of these habits are so ingrained from our past experiences our education, and when you're working with teams for the first time, who's never worked in Agile before, they're using phrases like resources, they're doing things that sometimes we call anti-patents, how do you start to even have that conversation and introduce them to some of these concepts that are totally foreign to people who've never thought the way that you or I might think about our teams and our work?

Chris Stone:

Sure. So I guess that the first response to that is with empathy. I'm not going to blame someone or make out that they're a bad person for using words that are ingrained, that are normal. And this is part of the problem that that term, resource is so ingrained in that working language nowadays, same as deadlines. Deadlines is so ingrained, even though deadlines came from a civil war scenario where it referred to, if you went past the line, you were shot. How did that land in the business language? I don't know. But resources, it's so ingrained, it's so entrenched into this language, so people do it without intending to. They often do it without meaning it in a negative way. And to be honest, the word itself isn't the issue, it's how people actually behave and how they treat people.

Chris Stone:

I said my first approach is empathy. Let's talk about this. Let's understand, "Hey, why did you use term?" "Oh, I use it to mean this." "Okay. Well." Yeah, and not to do it or call them out publicly or things like that. It's doing things with empathy. Now, I also often use obviously gamification and training approaches, and Agile games to introduce concepts. If someone's unfamiliar to a certain way of working, I'll often gamify. I'll create something, a virtual Agile game to demonstrate. The way I do say, is I'm always looking to help people understand how it feels, not just to talk theory. And I'll give you an example. I'm a big fan of a game called the Virtual Name Game. It's a game about multitasking and context switching.

Chris Stone:

And I always begin, I'll ask group of people, "Hey guys, can you multitask?" And often they go, "Yeah, we can do that." And there'll be those stereotypical things like, "Oh yeah, I'm a woman. I can do that." It happens. Trust me. But one of the first things I do, if I'm face-to-face with them, I'll say, "Hey, hold your hands out like this. And in your left hand..." And people on the audio can't see me, I'm holding out like my hands in front of me. In my left hand, we're going to play an endless game of rock, paper, scissors. And in my right hand, we're going to play a game of, we have a thumb war with each other. And you can try, you can challenge them, can they do those concurrently? No, they can't. They will fail because you just can't focus on both at the same time.

Chris Stone:

Now the Virtual Name Game, the way it works is you divide a group of people up into primarily customers and one developer. And I love to make the most senior person in the room, that developer. I want them to see how it feels to be constantly context switching. So if you were the developer, you're the senior person to review the hippo in this scenario, the highest paid person. I would say Sean, in this game, these customers, they are trying to get their name written first on this virtual whiteboard. And we're going to time how long it takes for you to write everyone's name in totality. The problem is that they're all going to shouting at you continuously, endlessly trying to get your attention. So it's going to be Sean, Sean, write my name, write my...

Chris Stone:

And it's just going to be wow, wow, wow, who do I focus on? You won't know. And this replicates a scenario that I'm sure many people have experienced. He who shouts loudest gets what they want. Prioritization is often done by he who's... or the person who shouts loudest not necessarily he. We then go into another rounds where you say, I'm this round, Sean, people are to be shouting their name at you. But in this round, you're going to pay a little bit attention to everyone. So the way you're going to do that is you're going to read the first letter of one person's name, then you move on to the first letter of the next person's name, and you're going to keep going around. The consequence of that is everyone gets a little bit of attention, but the result is it's really slow.

Chris Stone:

You're starting lots of things but not finishing them. And again, in each round, we're exploring how it feels. How did it feel to be in that round? Sean, you were being shouted at, how did that feel? Everyone else, you were shouting to get your attention. You had to shout louder than other people, how did that feel? And it's frustrating, it's demotivating, it's not enjoyable. In the final around, I would say, "Hey, Sean, in this round, I'm going to empower you to decide whose name you write first. And you can write the whole thing in order. And the guys actually they're going to help you this time, there are no shouts over each other, they are going to help you." And in this scenario, as I'm sure you can imagine, it feels far better. The result is people finish things, and you can measure the output, the number of brand names written on a timeframe.

Chris Stone:

It's a very quick and easy way of demonstrating how it feels to be constantly context switching and the damage you can have, if, for example, you've prioritized things into a sprint and you got lots of trying to reorder things and so on and so forth, and lots of pressure from external people that ideally should be shielded from influencing this and that, and how that feels and what the result is, because you may start something, get changed into something else. You got to take your mindset of this, back into something else, and then the person who picks up the original thing might not have even been the same person, they've got to learn that over again. There's just lots of waste and efficiency costs through that. And that's just an example of a game I use, to bring that sort of things to life.

Sean Blake:

That's great. That's fantastic. I love that. And I think we need to, at Easy Agile, start playing some of those games because there's a lot of lessons to be learned from going through those exercises. And then when you see it play out in real life, in the work that you're doing, it's easier to recognize it then. If you've done the training, you've done the exercise, that all seems like fun and games at the time, but when it actually rears its head in the work that you're doing, it's much easier to call it out and say, "Oh wait, we're doing that thing that we had fun playing, but now we realize it's occurring in real life and let's go a different direction." So I can see how that would be really powerful for teams to go through that so Chris [crosstalk 00:22:26].

Chris Stone:

I'd also add that every game that I do, I construct it using the four Cs approach. So I'm looking to connect people... firstly, connect people to each other, and then to the subject matter. So in this game is about multitasking. To contextualize why that matters, why does context switching and multitasking matter in the world of work? Because it causes inefficiencies, because it causes frustration, de-motivation, et cetera. Then we do some concrete practice. We play a game that emphasizes how it feels. And at the end we draw conclusions, and the idea is that with the conclusion side of things, it's almost like a retrospective on the game. We say, "Hey, what did we learn? What challenges we face? And what can we do differently in our working world?" And that hopefully leaves people with actionable takeaways. A lot of the content I share is aiming to leave it with actionable takeaways, not just talking about something, but reflecting on what you could do differently, what you could try, what experiment you might like to employ with your working life, your team that might help improve a situation you're facing.

Sean Blake:

Okay. Yeah, that's really helpful. And you've spoken about this concept of Agile sins, and we know that a lot of companies have these values, they might've committed to an Agile transformation. They might've even gone and trained hundreds or thousands of people at accompany using similar tactics and coaching and educational experiences that you provide. But we still see sometimes things go terribly wrong. And I wonder, what's this concept of Agile sins that you talk about and how can we start to identify some of these sins that pop up in our day-to-day work with each other?

Chris Stone:

I guess, so the first thing I would emphasize about this is that using sin, it's a very dogmatic religious language and it's more being used satirically than with any real intent. So I just like to get that across. I'm not a dogmatic person, I don't believe there is any utopian solution. I certainly don't believe there's any one size fit to all situation for anyone. So the idea that there's really any actual sins is... yeah, take that with a pinch of salt. The reason the Agile sins came up is because I was part of... I'd done a podcast recently with a guy called Charles Lindsey, and he does this Agile confessional. And it's about one coach confessing to another, their mistakes, their sins, the things they've done wrong.

Chris Stone:

And I loved it because I'm all about de-stigmatizing failure. I'm all about sharing with one another, these war stories from one coach to another, because I've been a proponent of this in the past. I've shouted, "Hey there, I failed on this. I made this mistake. I learned from it." And I challenge others to do so as well and there's still this reluctance by many to share what went wrong. And it's because failure is this dirty word. It's got this stigma attached to it. No one wants to fail, leaders in particular. So the podcast was a great experience.

Chris Stone:

And it was interesting for me because that was the first time I'd given a confession, because I'll be honest with you, I'm someone who is used to taking confession myself. I go to this hockey festival every year and I got given years ago, this Archbishop outfit, and I kind of made that role my own way. I was drunk, and I said, "You're going to confess your sins to me." And if they haven't sinned enough, I tell them to go and do more. And I give them penicillin with alcohol shots and things like that. And I've actually baptized people in this paddling pool whilst drunk. Anyway, again, I digress, but I wasn't used to confessing myself, usually, I was taking confession, but I did so and it was a good experience to share some of my failures and my patterns was to create... and it was my own idea, to create my videos, seven videos of my seven Agile sins. And again, this was just me sharing my mistakes, what I've learned from that, with the intent of benefiting others to avoid those similar sins.

Sean Blake:

So you've spoken to a lot of other Agile coaches, you've heard about their failures, you confessed your own failures, is it possible for you to summarize down what are those ingredients that make someone a great coach?

Chris Stone: And that is a question, what makes someone a great coach? I think it's going to be entirely subjective, to be honest. And my personal view is that a great coach listens more than they speak. I guess that would be a huge starting point. When they listen more than they speak, because I've... and this is one of the things I've been guilty of in the past, is I've allowed my own biases to influence the team's direction. An approach I'd taken in the past was, "Hey, I'm working with this team and this has worked well in the past. We're going to do that." Rather than, "So guys, what have you done so far? What have you tried? What's worked well? What hasn't worked well? What can we create or what can we try next? That works for you guys. Let's have you make that decision and I'm here to guide you through that process to facilitate it, rather than to direct it myself."

Chris Stone:

Again, I find ... it's an approach that resonates more with people. They like feel that they own that decision as opposed to it being forced upon them. And there's far less, I guess, cognitive dissonance as a consequence. So listening more than speaking is a huge for me, a point an Agile coach should do. Another thing I think for me nowadays, is that there's too much copying and pasting. And what I mean by that is, the Spotify, the Spotify model came out years ago and everyone went, "Oh, this is amazing. We're going to adopt it. We're going to have tribes and chapters and guilds and squads, and it's going to work for us. That's that's our culture now."

Chris Stone:

I was like, "Well, let's just take a moment here. Spotify never intended for that to happen. They don't even follow that model themselves anymore. What you've done there is you've just tried to copy and paste another model." And people do it with SAFe as well. They just say, "Hey, we're going to take the whole SAFe framework and Chuck it into our system in this blueprint style cookie cutter." And the problem is that it doesn't take into account for me, the most important variable in any sort of transformation initiative, the people, what they want, and the culture there. So this is where another one of my values is, innovate, don't replicate. Work with people to experiment and find that Agile, what works for them rather than just copying and pasting things.

Chris Stone:

So tailor it to their needs rather than just coming in with some or seen dancing framework, and then the way I do it is I say, "Hey, well, SAFe is great. Well, it's got lots of values, and lots of great things about it. Lots of benefits to it, but maybe not all of it works for us. Let's borrow a few tenent of that." Same with LeSS, same with Scrum At Scale, same with Scrum, similar to Kanban. There's lots of little things you can borrow from various frameworks, but there's also lots of things you can inject yourself, lot's of things you can try that work for you guys, and ultimately come up with your own tailor-made solutions. So innovate, don't replicate would be another one for me.

Chris Stone:

Learning, learning fast and learning often, and living and breathing that yourself. Another mistake I and other coaches I think have made is not making time for your own personal development to allowing, day in, day out to just be busy, busy, busy, but at the same time you're going out there, coaching teams, "Hey, you've got to learn all the time. You got to try new things." But not making that time for yourself. So I always carve out time to do that, to attend conferences, to read books, to challenge myself and escape my echo chamber. Not just to speak to the same people I do all the time, but perhaps to go on a podcast with people I've never spoken to. To a different audience, maybe to connect with people that actually disagree with me, because I want that.

Chris Stone:

I don't want that homophilous thinking where everyone thinks exactly like I do, because then I don't get exposed to the perspectives that make me think differently. So I'm often doing that. How can I tend to conference that I know nothing about, maybe it's a project management focus one. Project management and waterfall isn't a dirty word either. There is no utopian system, project management and... sure traditional project management and waterfall has its benefits in certain environments. Environments with less footing, less flexible scope or less frequently changing requirements works very well.

Chris Stone:

I always say GDPR, which is an EU legislation around data protection, that was a two year thing in the making and everyone knew exactly what was happening and when they had to do it by. That was a great example of something that can be done very well with a waterfall style, because the requirements weren't changing. But if you are trying to develop something for a customer base that changes all the time, and you've got lots of new things and lots of competitors and things like that, then it varies, and probably the ability to iterate frequently and learn from it is going to be more beneficial and this is where Agile comes in. So I guess to sum up there, there's a few things, learning fast learning often. I can't even remember the ones I've mentioned now, I've gone off on many tangents and this is what I do.

Sean Blake:

I love it. It's great advice, Chris. It's really important and timely. And you mentioned, earlier on that the customer base that's always changing and we know that technology is always changing and things are only going to change more quickly, and disruptions are only going to be more severe going forward. Can you look into the future, or do you ever look into the future and say, what are those trends that are emerging in the Agile space or even in work places that are going to disrupt us in the way that we do our work? What does Agile look like in five or 10 years?

Chris Stone:

Now that again is a very big question. I can sit here and postulate and talk about what it might look like. I'm going to draw upon what I think is a great example of what will shape the next five or 10 years. In February, 2021, there's a festival called Agile 20 Reflect, I'm not sure if you've heard of it, and it's built as a festival, not conference, it's really important. So it's modeled on the Edinburgh festival and what it intends to be is a celebration of the past, the present and the future of Agile. Now what it is, it's a month long series of events on Agile, and anyone can create an event and speak and share, and it will create this huge community driven load of content that will be freely accessible and available.

Chris Stone:

Now, there are three of the original Agile manifestor signatories that are involved in this. Lisa Adkins is involved in this as is lots of big name speakers that are attached to this festival. And I myself, I'm running a series of retrospectives on the Agile manifesto. I've interviewed Arie van Bennekum, one of the original Agile manifesto signatories. They're going to be lots of events out there. And I think that festival will begin to shape in some way, what Agile might look like because there's lots of events, lots of speakers, lots of panel discussions that are coming up, coming together with lots of professionals out there, lots of practitioners out there that will begin to shape what that looks like. So whilst I could sit here and postulate on it, I'm not the expert to be honest, and there are far greater minds than I. And actually I'd rather leverage the power of the wider community and come into that than suggesting mine at this time.

Sean Blake:

Nice. I like it. And what you've done there, you've made it impossible for us to click this video and prove you wrong in the future when you predict something that doesn't end up happening. So that's very wise if you.

Chris Stone: Future proof myself.

Sean Blake: Exactly. Chris, I think we're coming almost to the end now, but I wanted to ask, given the quality of your Christmas sweater, do you have any tips for teams who are working over the holiday period, they're most likely burnt out after a really difficult 2020? What are some of the things you'd say to coaches on Agile teams as they come into this time where hopefully people are able to take some time off, spend some time with their family. Do you have any tips or recommendations for how people can look after their mental health look after their peers and spend that time in self-reflection?

Chris Stone:

Sure. So a number of things that I definitely would recommend. I'm currently producing and sharing this Agile advent calendar. And the idea is that every day you get a new bite-size piece of Agile knowledge or a template or something working in zany or a video, whatever it may be. There's lots of little things getting in there. And there's been retro templates, Christmas and festive themes. So there's a Home Alone one, a Diehard one, an elf movie one, there's all sorts. Perhaps try one of those as a fun immersive way with your team to just reflect on the recent times as a squad and perhaps come up with some things in the next year.

Chris Stone:

And there's for example, the Diehard one, it's based on the quotes from the movie Diehard so it's what you'd be doing in there, celebrate your... to send them to your team. Or there's one in there about, if this is how you celebrate Christmas, I can't wait for new year. And that question was saying, what do we want to try next year? Like this year has been great, what do we want to try differently next year? So there's opportunities through those templates to reflect in a fun way so give one of those a go. I shared some Christmas eve festive Zoom backgrounds, or Team backgrounds, give those a go and make a bit fun, make it a bit immersive. There's Christmas or festive icebreakers that you can use. What I tend to do is any meeting I facilitate, the first five minutes is just unadulterated chat about non-work things, and I often use icebreakers to do so. And whether that's a question, like if you could have the legs of any animal, what would you have and why, Sean, what would that be?

Sean Blake:

Probably a giraffe, because just thought the height advantage, it's got to be something that's useful in everyday life.

Chris Stone: Hard to take you on the ground maybe.

Sean Blake:

Yes. Yes, you would definitely need that. Although, I don't think I would fit in the lift on the way to work, so that would be a problem.

Chris Stone:

Yeah. That's just how I start. But yeah, that's just a question, because it's interesting to see what could people come up with, but there's some festive ones too, what's your favorite Christmas flick? What would put you on the naughty list this year? Yeah, does your family have any weird or quirky Christmas traditions? Because I love hearing about this. Everyone's got their own little thing, whether it's we have one Christmas present on Christmas Eve or every Christmas day we get a pizza together. There's some really random ones that come out. I love hearing about those and making time for that person interaction, but in a festive way can help as well.

Chris Stone:

And then on the mental health side of things, I very much subscribed to the Pomodoro effect from a productivity side of things. So I will use that. I'll set myself a timer, I'll focus without distractions, do something. And then in that five minute break, I'll just get up and move away from my desk and stretch and get a coffee or whatever it may be. But then I'll also block out time, and I know some companies in this remote working world at the moment are saying, "Hey, every one to 2:00 PM is blocked out time for you guys to go and have a walk." Some companies are doing that. I always make time to get out and away from my desk because that... and a little bit more productive and it breaks up my day a little bit. So I definitely recommend that. Getting some fresh air can do wonders for your mental health.

Sean Blake:

Awesome. Well, Chris, I've learnt so much from this episode and I really appreciate you spending some time with us today. We've talked about a lot of things from around the importance of sharing your failures, the importance of looking after your mental health, checking in on yourself and your own development, but also how you tracking, how you feeling. I love that quote that you shared from, we think it Socrates, that true knowledge is knowing that you know nothing. I think that's really important, every day is starting from day one, isn't it? De-stigmatizing failure. The origins of the word deadline. I did not know that. That's really interesting. And just asking that simple question, how did that feel? How did that feel working in this way? People were screaming your name, walk up work, when work's too busy, how does that feel? And is that a healthy feeling that everyone should have? So that's really important questions for me to reflect on and I know our audience will really appreciate those questions as well. So thanks so much Chris, for joining us on the Easy Agile Podcast.

Chris Stone:

Not a problem. Thank you for listening and a Merry Christmas, everyone.

Sean Blake:

Merry Christmas.

"Every time I meet with Tony, I'm always amazed by his energy and authenticity. In this conversation, that really shone through."

In this episode Hayley Rodd - Head of Partnerships at Easy Agile, is joined by Tony Camacho - Technical Director Enterprise Agility at Adaptavist. They are delving into the highly discussed subject of team alignment, discussing what it means to have synchronized goals, cross-functional collaboration, and a shared agile mindset.

They also cover the fundamental building blocks to get right on your journey to team alignment, like the power of listening and embracing mistakes as learning opportunities, stressing the importance of following through on retrospective action items + so much more.

We hope you enjoy the episode!

Share your thoughts and questions on Twitter using the #easyagilepodcast and make sure to tag @EasyAgile.

Transcript:

Hayley Rodd:

Here at Easy Agile, we would like to say an acknowledgement of country. This is part of our ongoing commitment to reconciliation. Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast and meet you today. The people of the Darova-speaking country. We pay our respects to elders past, present, and emerging, and extend the same respect to all Aboriginal, Torres State Islander and First Nations people listening in today. Hi all and welcome to the Easy Agile Podcast. My name is Hayley. Here's a little about us here at Easy Agile. So we make apps for Atlassian's Jira. Our applications are available on Atlassian's marketplace and are trusted by more than 160,000 users from leading companies worldwide. Our products help turn teams flat Jira backlog into something more visually meaningful and easy to understand.

From sprint planning, retrospectives and PI planning our ups are great for team alignment. Speaking of team alignment, this is what this episode is all about. Today I'm joined by Tony Camacho. Tony is the technical director of Enterprise Agility for Aligned Agility, which is part of the Adaptiveness group. I've met Tony a few times during my time here at Easy Agile and have learned that he's one of the most generous people along with being funny and a clever human being who is incredibly knowledgeable about Jira and a bunch of other agile related topics. It's really wonderful to have Tony on the podcast today.

Hey, everyone, we've got the wonderful Tony Camacho on the podcast today. This is our first time recording from our Easy Agile Sydney office, which is super cool. Tony, I'm not sure if you know, but Easy Agile is based out of a place called Wollongong, which is just south of Sydney. But we've got a Sydney office because we've hired a bunch of Sydney team members recently who wanted a place to come and hang out with each other. So we created this space, but it's 7:00 AM in the morning, so I'm all alone right now. That's how much I love you. So Tony, let's get started on the questions. Team alignment. What does it mean for a team to actually be aligned?

Tony Camacho:

So for us in an agile space that we're having, it's a collective understanding, a synchronization of your team members towards goals, principles, your practices that you're going in. Even more so I would even go down to the point of cadence, you would have those synchronizes. So it's a matter to be consistent with your agile principles and values, your mindset, your shared goals and vision, your synchronized work practices, DevOps, [inaudible 00:02:44], how we're going to put this out. Cross-functional collaboration between the teams, getting your tea shaped partners/teammates shining at that moment, learning from each other, roles, responsibilities things of that type. That's what it means to me. It really means.

It's all about human beings and at that point, having everybody aligning and working to our common goal, that objective that we want to do for the business partner. There's the gold that we're all after as a team. Does that make sense for you guys? We have the same objectives for this initiative and our practices. And finally for me, which I know this is not typically is we're coming to an agreement on the tools we're going to use and how we're going to use them and have a system source record where we know where we can get our troops, our dependencies, find out which teams do have capacity and move forward from there. That would be my overall definition of an agile team.

Hayley Rodd:

Wow.

Tony Camacho:

And teams.

Hayley Rodd:

You've had lots of experience over the years. I guess where my mind goes when you say all those really wonderful things about team alignment is that in my experience when team alignment is when people get it right, it's super great. When people get it wrong, it's really hard. And I actually think it's pretty hard to get team alignment right. You got to really work at it. What's your experience in that?

Tony Camacho:

To me it's like it can be a bad marriage or a great marriage, but it needs work. As we know, all relationships need work. We're human beings, we're not the same. Each one of us brings something to the table of value. So let me give you one example that I've lived with on a team. I'm an extrovert by nature, and I'm a developer, an engineer and typically that is not two skill sets that you hear together. So I've had to learn that when I'm working with my teammates that happen to be sometimes introverts slow down, listen, wait. They've also had to try to learn to respond faster because as an extrovert, if I ask you a question, all of a sudden I'm looking at you, I'm not getting a response, I'm thinking you're not understanding the question. I rephrase the question and now you're in a deficit to two questions.

And now I'm even worse because now I'm like, "Hayley isn't understanding me. What's happening here? Let me rephrase it again." And it can easily fall apart. What I have seen when teams aren't in alignment is that the team isn't a team any longer. It's miserable to go to the team. It's miserable to come into work, when the team is truly aligned, you're rocking and rolling. It's a feeling like you've never had. It's hard to explain to people that when you see the team, because you know it when it's working and you obviously know when it's not working, you're starting to miss deadlines. Integrations aren't happening on time. You don't have a single source of truth. You start having people explaining the same thing in two, three different matters, different priorities. We're not working from the same hymnal. The thing that I took from my... I'm an SPC, so as an instructor, the one thing I always try to explain to everybody, you may have the best of everything out there, but that's not necessarily mean it's going to work together.

So you have to have that type of understanding, how we're going to work together, what is our priorities, what's the tool sets we're going to have and what is our values as a human beings to this team if that... I'm hoping that helps describe some of the things that I've seen that have gone really bad. I have seen it at, I can share a customer that I have seen it gone, but we started off with good intentions. It's a financial institution in the United States and they were trying to make the jump to mobile applications. And at first we were on the same page as a team, but they decided that they didn't believe that cadence was required to be the same across the board. They didn't believe that we could use the same one tool set, we could use multiple different tool sets.

They had spreadsheets flowing all over the place. And what was happening was we lost trust. We were redoing work, there was ambiguity everywhere. We were misaligned and we started paying for it because our customers started complaining. They could see it in the quality of the work. One team had one schema, one background, one type of... You could see the difference when they integrated, it seemed like it was two applications being put out there mashed together. And when you're misaligned, that comes through very, very quickly in your work. There's a saying that we have here. There's a scrum master, I know her name was Sophia Chaley, one of the best I ever met. And what she will always tell people is what a team delivers is what the team is doing is learning. It's building knowledge, it's expressed as code. When we're misaligned, we're learning different things and we're expressing it differently in the code, if that makes sense.

Hayley Rodd:

Like thinking about the fundamental building blocks of team alignment, is there something that a team really needs to get right to be successful at alignment? And what is that in your mind?

Tony Camacho:

Oh, that is for sure. They had to get that right. First of all, the size of the team.

Hayley Rodd:

Yeah, okay.

Tony Camacho:

Human beings, and I'm not referring back... Going back to say for our scrum practices, I am a CSM. I do know they recommend 8 to 13 people. My best teams have been typically a little bit larger than that. But we had to have the same agreed to the size of the team where it didn't became, didn't become too large where we were over running each other and we weren't listening to each other. We had to understand our goals. We all had the same goals. We used to practice this by, when I worked at Microsoft, we used to have what we used to call our elevator speech. And we would stop somebody and I would go, we're working on this. Watch your elevator speech for this. And if your elevator speech wasn't... It wasn't meant that it had to be in sync with mines, but if I didn't understand it, we had a problem.

Or if it was a different goal where I'm looking at you going, but we're building a Volkswagen, but you're describing to me a Lamborghini, we have a problem. And those were the type of things that we also had to have to make sure that we had the right... Same practices and the tools. That's where I find Easy Agile exceeds. I mean it just exceeds, it meets above the market. It's transparent and it shows everything in front of you right there for me. So when we had the same tool and we were having the same cadence and we could see our dependencies and we could see what I had to deliver for somebody else or somebody had to deliver it for me, that was the types of things we had. We had to have respect. Somebody seems to always forget that we always had to have respect for each other.

We had to embrace the same values of collaboration, adaptability, transparency. The practices that we all know, but somehow we seem to forget when we get into a place where we are not aligned and if you respect my ideas and I respect yours and we're working together, we do not have to agree. But that respect will drive us a long way towards getting to that project vision that we want. And we're trying to meet the customer's needs. And those are the type of things that we needed. We needed leadership. Leadership, I can't say, and if you notice I'm not using the word management, leadership is where you're putting yourself out there in a situation where it can go bad for you as a person, as that leader, trying to make sure that we're making the right choices empowering the people and making them very clear what they can make decisions on and they can't. And it sounds so simple when I talk to you like this, but every time I've had to do some type of transformation, the baggage that sometimes we bring as human beings, the fears, the lack of trust that we have, that's where the scrum masters of product owners come in. And then you need something to make sure that you're having that vision to communicate that vision across. As I mentioned before, some of the tool sets that we have out there. Is that making sense for you at all?

Hayley Rodd:

Yeah, it really does. It's really resonating with me. I think when you talk about coming together as a team and putting together a set of values and a vision, it seems so much like a a "duh" moment. It's like, of course you would do that as a team, but I think at the end of the day as teams, we get in the daily business as usual and we think, I don't have time to get together as a team and set that vision because I've got to do X, Y, and Z, that's due next week. But I think it's one of those fundamental building blocks that really sets you up for success to do X, Y, Z quicker down the track. So that's what I've taken away from that.

Tony Camacho:

And I would agree with you. And you came up with a perfect example because a lot of people do that. I have ABC to do for next week, daily. I don't have time. And the problem is that if they would suddenly realize, and it does become apparent to your practices. So once you agree on your practices, your daily standups, if you're doing that, your retros at the end of your sprints and moving forward, once the person feels that they have that respect for you and they're not fearful, they can share that with you, "Hayley, I'm having a problem. I'm having way too much work. I don't know if I am going to be of value here. Or Do you really need me?" "Yes Tony, I do need you, we're going to discuss this and let's discuss your A, B, C and see how I can help you." And they suddenly realized they're not on an island alone. Developers by nature being introverted, we have to break that habit. We have to be able to share. And it's funny, I'm not saying share my lunch, fine, sure, let's share our lunch, but share the workload.

The one thing that I always try to mention to teams, and again that's... I'm sorry, but I do believe in Easy Agile, using this tool. That's where easy Agile also to me makes it apparent. A story belongs to a team, not to a person. And once you know that you suddenly realize, I'm not alone. I'm here working as part of a bigger thing. And most human beings want to be part of a bigger thing. You suddenly realize that it's almost like the baseball metaphor that I use for teams. And I know the market is not baseball, but I think it would apply for other sports, be cricket or sports like that. When I'm batting, it's me against everybody. When I'm on the field, it's us against... I prefer being with the us. And generally that's where things like that, let's do that.

Also, when you're working with more people as a team, there's things that happened there. You minimize the project risk, which I hate using the word project. It should be initiative. It's long living. You're usually a much more adaptable. I don't know all the answers. So when I worked with you, Hayley, and you showed with me some things there, you're one of the most humble people I've met, and I loved it. But when you walked through, you walked me through the tool, it became very apparent, you know it, you feel it, you love it, it's part of you. And that to me is invigorating. It's energy. Who wouldn't want to work with somebody like you? Why not? Let's do this. Right?

Hayley Rodd:

Thank you Tony. I guess one of the things that I wanted to touch on is when you're in a team and you're coming together as a team, you're working on something, how does an individual who seeks recognition for what they're doing, how do they get that? Or how do you leave that? How do you put that ego aside and say, "I'm doing something as a team to the better of the team?" Have you ever come across that or considered that? I'm interested in your thoughts.

Tony Camacho:

So the people that I felt that needed to have that typically how I... Yes, that's a great question because I'm thinking specifically. There was one, a scrum master that I thought that did it the most amazing way ever. Basically she would call out the ideas even if it wasn't that person's, yeah. I feel that Hayley is... You're not having a good day, Hayley. You're not having a good day. And I know you are not getting used to doing, working in the scrum team. It's new to you and everything else. And what she did typically was in front of everybody would be, and it wasn't even your idea sometimes. And she would just say, and Hayley came up with this wonderful idea that's going to save us something, move us forward. Hayley said this to me, it made us think as a team. And we went around it, we talked and we did it.

And that person always usually would be like, "Wow, I got credit for something. Good scrum-masters will see that. Or good product owners will point that out." The other way that I've done it was using something like Easy Agile. It's a great tool to use, believe it or not. I would back off, I'm a developer, but I also played the role of Scrum masters for years. I would step back and I would let one of my teammates run it, hear their voice, feel empowered. It's amazing when you can have people feel empowered because what you're all talking about, there really is about a lack of trust, a lack of psychological safety. And it's for us to be an aligned team, you have to have trust there and you have to break down the fear of judgment. So the other thing that one time happened with a scrum master that I thought was wonderful was is that again against Sophia Chaley, chief stood in front of her room when there was this a bad sprint.

The sprint didn't end well. And she stood up in front of everybody and she basically went, "Sometimes you win, sometimes you learn. This was a learning sprint." She pulled up Easy Agile, she was using at a time, pulled it up, showed the things that didn't work out the way they thought they were going to work out. And she said, these are the actions we're going to take to improve this. And then when somebody who was in management, again not using the term leadership, now I'm using the term management on purpose, was looking to assign blame. Her response was, not screaming, not raising her voice. Her response was, if we need to get rid of somebody or blame somebody, blame me. But I'm here to solve the problem. Let's move forward.

Hayley Rodd:

Wow.

Tony Camacho:

She wouldn't tell. And that was to me was one of the most outstanding moments I've ever seen. And she was at that point actually using Easy Agile that wasn't a financial institution in the United States. I would let you know that teachers use it, figure it out. And she basically showed the board and just went through everything and did that. That was leadership. That was leadership. And generally your teams will follow leadership and they will suddenly step up and you'll see that that's what people who want to stand up. Now, not everybody wants to do that. Some people want to just be team members and that's okay. That is perfectly okay, but the thing that's not okay is that if they don't have trust, right? And to me, that's the biggest thing. When you have people who are resisting change or siloed in their world, they suddenly realize if you can get them to open up it's really, they're just telling you, I don't feel safe.

I've been doing this all my life. I'm great at it and now you're asking me to do this. And you need to somehow get them to get the feel that they are bringing something of value. They are helping you move forward. And you're meeting them halfway if you have to. But yeah, that's the biggest problem I've ever seen that we've always, it always comes down to the human being in that. The rest of it, you can always come, you can always change that. But there's some of the things that you also have to do. I think that some people run into Hayley that I think me and you live in our world as we're moving up is sometimes we are, there's an ambiguity of the things that we have to do. And I've seen you do that, people in our roles will have suddenly, even if it isn't part of our role, will take it on and we have to learn. That's it. But yes.

Hayley Rodd:

Yeah, I think that, yeah, it's so true that the [inaudible 00:19:23] the psychological safety needs to be there. And I think back to so many teams that I've been a part of that it isn't there. So you have to feel like you got to lay your mark or put your mark on something and show your value. Because if you're not showing your value, then you get questioned. And so I think that that's such a common thing that I see in teams and it actually creates, not a camaraderie, but a competition between teammates and it breeds the wrong environment. So it's just really interesting. One thing that I did want to touch on that you spoke a lot about a couple of questions ago was respect and making sure that teams have respect for each other. How does a team member show respect for their teammates? What are some really good examples of respect and how can we display it or embody it or enact on it as team members?

Tony Camacho:

So let me show you a lack of respect right now. Yeah. Hayley, we're talking about this.

Hayley Rodd:

Looking off camera, avoiding me. Yeah.

Tony Camacho:

One of the main things was to really to learn to listen. Sit down, believe it or not, I found the best thing is sometimes taking a deep breath, listening, not responding, recognizing what that person may be feeling and going through at that moment because it's hard what we do. It's half art and it's half science. Let them learn that making a mistake is not a failure, it's a learning moment. Have that discussion there. Take their concerns real. So it's funny because you just made me think of something. That's one thing where I could show respect to my teammates would be as a scrum master, if I was a scrum master, hold effective retros. Really listen to what they're saying in the retros, report back on the things that you said you're going to improve in the retros. So we said these are the three things we're going to improve on or these are things that are assigned to me.

Make it real. Make it a story. Show it on the board and say, "This is where we're going. This is what's happening. This is what I'm blocked by. Can somebody help me?" But I am working this for you. Get them, really be sincere. I don't mean buying pizza or bring a lot of scrum masters will bring pizza and donuts to the office. No, it's make their lives really better. Be that advocate up for them. And if you're a teammate, be an advocate for each other and be sincere. Have the bravery to stand up and say that's not a fair assessment. But the biggest thing is to really listen. Because a lot of times when somebody's saying something to me, I'll make it personal. Me, I have sometimes have, I know I'm feeling uncomfortable, but I cannot explain why. And just having you there, looking at me and talking and going through it, I suddenly realize it may have been something different and I want to hear your ideas.

But I would have to, if I wanted to show myself to help that teammate, I also got to make myself vulnerable. If you're coming to me, I should share, but I should active listen, right? And really I respect your different perspective. It's okay. We all have different perspectives. Problem I find is that in ourworld, that we're moving so fast sometimes we don't stop to listen. We lack patience. We're moving too fast. So I'll share one for you that I'll be sincere. I had something medically came up and I was being a little abrasive with the team. So finally I called a meeting with our team and they saw me cry. I was okay with it. I was like, "I had no reason to be like this. You guys were showing me love, you were showing me respect, you're backing me up, helping me with my work. And I was still being utterly terrible."

And it hurt me. It hurt that I was doing that, but I needed them to see me and I needed them to listen to me, give me that second to get it off my chest. And in the end I started crying. A 60-year-old man crying in a meeting going, "I shouldn't have done that to you. That was wrong." And it wasn't contrived. Some of the people there were 20 year old people on my team and they were in tears. And it was because they felt, they told me after this, they felt my pain that I was in, because I wanted to help. It's the most frustrating thing. To your point before, how do I feel? I wanted to help. I wanted to be there and I couldn't. Physically, I wasn't there. My mind was all over the place and I was being rude, being blunt, and I could use some other terms. Please don't. But that's really the main thing for me was it's really simple what we do. I just listen and just show respect for other people. And sometimes we forget.

Hayley Rodd:

I think that so many of the messages that you are talking about are not just for developer teams, they're for every team, every team in every walk of life. I think that they're just so fundamental to successful human relationships, whether it be personal or professional, I think so. I think there's just so many good messages. One thing that I wanted to touch on was that you're talking about active listening and when you think back on your career, and maybe this is totally off script, but when you think back on your career, how have you become a better active listener over the years? How have you improved that skill? As you said, you're an extrovert, you want to get in there, you want to fix the problem. How do you get better at that?

Tony Camacho:

I had some very, very smart people that put up with me, listened to me, and then had the courage to approach me after and teach me and teach me and didn't embarrass me in front of anybody. Did it in a manner that they said, "Do you think maybe this could have been better Tony?" As I said, I'm 61 and still I'm an extrovert and I still have high energy and I still make mistakes. As I tell everybody, every day I wake up, I make a mistake, I just got up. But I could have stayed in bed longer. But also the thing that I've learned, and it's just by the nature of getting older, it's not the age part of it. It was watching people come up trying to do the same thing I did that I failed at and I was an instructor for Microsoft for a long time.

And seeing how, because to me seeing how a person's minds works is amazing. So what happens is I'll just... You know what I tried that, it didn't work for me, but I will say after class with you to show it to me again because maybe you solved it. I'm not that arrogant. And the nature of our business is that I find this, that the more you learn, the more you realize how little you know. That was the biggest thing that opened my eyes. Now it's like, oh my Lord. You meet somebody like John Kern, you meet somebody like Sophia Chaley who come from different perspectives, brilliant people, and you suddenly see that they happen to do things slightly different and you just watch them and you're like, "Wow." And the thing that I love about our job, which I guess you must love, everywhere we go, every team we work with, it's different. It's different.

Everybody always asks me, how do you do that. And I'll tell them, "Look, I will share with you the ways I did it. I have a varied background. I've always been consulting." I've done the ATM space, I did for space enabled warfare, I've done for health industry, everyone's been different. Someone from government regulation, but most of the time different human beings. So I have a saying, I've earned every scar in my back, their minds. I've learned people, you have to give people the chance to have their scars. Yes, it may be pain, I'm not saying fail, I won't let them fail. But sometimes people want to do something. So that's the way I would do it. Let them do it. And I just watched and learned that what happened was as I went in and the more I learned and I suddenly realized how little I know, I was like, I started with FORTRAN, I used to work in the dead 28.

And then you start working your way up and you start realizing, "Wow, I don't know as much as I thought I know." And I had the luck of running into working at Microsoft and having the pleasure of meeting Bill Gates. Now, no matter what you say about Bill Gates, because a lot of people do say some crazy things and some of them may be true or may not. But the one thing you can't take away from him is you go into a room with him and you suddenly see how he puts all these ideas together and comes up with a bigger picture. You suddenly realize, "Wow, people tell me I'm really smart, not that smart." And then you learn, humility is a good thing.

Hayley Rodd:

Yeah, I think humility is just such an important asset to have and to try and grow on because leaving your ego at the door and being open to learn from other people and not think that everything is definitely a life lesson that sometimes you need to go through. And some people go through it and still don't take away the life lesson. So yeah, I think it's so interesting. I guess we don't have too much longer left, but I wanted to touch on thinking about it from an ROI perspective. How important is team alignment from a return on investment? What do you gain from a business perspective when you have an aligned team?

Tony Camacho:

So I'm going to use a term that I dislike and Hayley, you can smack me the next time we meet. But I'm trying to use it as, I don't because it's effective resource utilization, right? But I'm not referring to human beings to that point because it may be human beings. The problem is that's a large market. But as Agile people I won't refer to you as a resource, I refer to you as a fellow human being, you are a partner on my team. You're my teammate. You're not a piece of wood. But that is unfortunately a term that is used. And we will have effective utilization, we'll have common goals across our organization. If you're using any of the message less, bad, safe, pick it, you start focusing on your value streams. You should have improved product quality because we have the same cadence. We're putting things out there and we're having the same views there.

You'll have I think better customer satisfaction and loyalty. They start seeing your product quality going up, being consistent, look and feel and hopefully you are delivering what they want. When you have your teams aligned, you're much more adaptable. Hayley, your team's got capacity? I don't. We don't have capacity to do this. Do you have capacity? Yes I do. Or we find someone or we break it down together and we present an idea to our partners. That's the things I like and I think in the end you have reduced risks at that point.

Also, I think that the thing that they have in is that it's indirect, but nobody knows about. Nobody really talks about it is that if I was upper management C-suite, when we start doing this and we're having the teams aligned, first of all, your teams become safer, your teams feel more comfortable, they're working with the same people. They start becoming very effective and they start producing ideas. They're the knowledge workers. They know this better than anybody else and then they feel empowered to share ideas. The places that I thought that I had the best teams was once they asked... Well, and I got it, I don't know how, I was running a train and they asked to talk to the CTO and all they wanted to do was to talk to the CTO and make that person human. They asked her what she did in a previous job. Amazing. She worked as a factory worker and she also worked in construction. She used to drive, one of the things, nobody would've believed this. And what happened was they started sharing ideas with her and she embraced them. You know what that did to the team, the teams all, they were like, now that's out there, that's ours. Look at that. That was ours. I mean ownership, it's unbelievable.

And unfortunately we are working on a capitalist market, which is fine, that's who we are. I mean we're in IT, it's a return on investment. Return on investment in the end, you start seeing much more efficient use of your money, much more efficient use of your dollars. Also, I would also imagine for the people above who are in the C-suite, they suddenly realize that the organization is going in the same direction. I think psychologically they feel that we now I have this team behind me pushing towards the same goal where a lot of times, every time I do an agile transformation, the first thing we always hear is we know they're working. We don't know what they're working on. And that's where something like Easy Agile bridges that and then you can use that information to go further. And that's wonderful because then at that point, everybody's on the same page. So you're a team now all the way from top to bottom. As opposed to I'm going to my team at work and that's it. So it's just really about return on investment, making sure that we are hitting our customers with everything we got. And I don't mean in a bad way, but we're delivering for our customers with everything we got. It's now efficiency, right? And that's it. That's about it.

Hayley Rodd:

Yeah, that's so powerful. I think it sort of nicely ties everything together because we've talked about a lot of things in the last half hour or so. And I think that at the end of the day, if you can get team alignment, just as you said, there's this ROI that can really shine through and it's a powerful thing for the whole organization to get right and to see the fruits of that work. So one last thing. Can you share your perspective on PI planning? I know you just mentioned safe a little bit for being the initial launchpad for team alignment.

Tony Camacho:

I love it. You have everybody in the room, you get to meet the people, you start making those connections to people. You start seeing them as human beings, not as this email or this text that you're sending across that you're going through there. So could I share one real experience from that? That's a PI planning house.

Hayley Rodd:

Please

Tony Camacho:

Do. So when I was working at Microsoft, I work for product quality online, which I know right now, considering the problems Microsoft is having, you're pretty much going now, "You suck Tony."

Hayley Rodd:

Never.

Tony Camacho:

No, we had our people distributed all over the world. And what was happening was that when I would talk to my short teams, I would ask them, and I was being facetious at a point because I just couldn't get the true answer was I would ask him, can you build the Twin Towers by tomorrow? And the answer would inadvertently be yes. Next day would come. Obviously you can't do the twin towers overnight. Ask them again, will you get it by next week? The answer would be yes. And they were feel for all of that. So when we had the PI planning, we did.

Microsoft went, got a hotel room in Seattle, a hotel room, a hotel in Seattle, rang our offshore teams. And then when they got to see me in person, they suddenly realized that I wasn't telling them I need the twin towers by tomorrow. I really wanted them to tell me when they could get me the twin towers. And I would defend it because they saw me right there in PI planning, defending, saying, "No, this is not possible." And when they saw me doing that, suddenly it was like the sky's open, sun's came through and now I was getting true answers. And what happened was it gave him an opportunity. And I realized that guys, you keep hearing me as sermon. It's always about the human beings, it's about those connections. It's about seeing the people. It's hard. It's two days of a lot of work. But once you get that work done, you come out of there a line, sharp direction. We know what our north is, now, do we know exactly where our true north is? As an agile team, we shouldn't, right? We should be refining it as we get there.

Find out exactly. But we know more or less where the direction is. We more or less know we're all on the same page. We all know that what we have to deliver to make this work out what other people have to deliver for us or we have to deliver for other people. So we suddenly feel part of something bigger. Bigger, right? We are now talking to the, if you're a developer or an engineer, software engineer, you're starting to see the power brokers and why they're doing this. You get the chance to ask them questions. What more could you ask for, right? I finally get to see the people who are making the decisions and I can ask them why. And they can tell me what the business value is and I can make the argument to them that maybe I don't think that's as much business value or we need to fix these things first before we can get that right and move our way on. What more could I ask for? I have an opportunity to make my case and I get to see the other people I'm working with. It becomes, when you're dealing with 125 people and you're on a train, you will become family.

We spend more hours sometimes with these people than we do with our family members at times. And it also gives you a sense of... Besides trust, a sense of a safety. You know it's not just you, it's all of us. So the saying that usually I see that the better executive say, I heard that in one PI planning, you fail, I fail. I fail, you fail. My job is to keep you employed. Your job is to keep me employed and to keep this company together. It's synergy, right? So it's amazing.

Hayley Rodd:

Beautiful.

Tony Camacho:

Yeah, I know. I'm all about the human. Sorry.

Hayley Rodd:

No, I am right there with you. I'm so glad that we got to have this conversation. We've talked a lot over the little while and every time we meet, I'm flabbergasted by your energy and your authenticity. And I think that this conversation that really shown true, so thank you Tony for taking the time to be with us. I'm going to say goodbye to all our listeners. I'm going to say another big thank you to Tony. So Tony is part of aligned agility and that is part of The Adaptivist Group. And yeah, thanks Tony for being here with us and thank you for everyone who has tuned in and listened to this episode of the Easy Agile Podcast. Thank you.

In this episode, we dive deep into the challenges of aligning teams with strategic goals across organisations of all sizes. From fast-growing startups to large enterprises, teams everywhere struggle with the same fundamental issue: translating high-level objectives into actionable work that drives real value.

Our guest Andreas Wengenmayer, Practice Lead for Enterprise Strategy and Planning at catworkx (the #2 Atlassian partner worldwide and #1 in EMEA), shares his 11 years of experience helping organisations bridge the gap between strategic vision and team execution.

Want to see these concepts in action? Andreas and Hayley hosted an interactive webinar where they demonstrated practical techniques for strategic goal alignment using Easy Agile Programs. Watch the recording here→

About Our Guest

Andreas Wengenmayer is the Practice Lead for Enterprise Strategy and Planning at catworkx, one of the leading Atlassian Platinum Solution Partners globally and the #1 in EMEA. With over a decade of hands-on experience helping enterprise teams scale agile effectively, Andreas specialises in bridging the gap between strategy and execution. His work focuses on guiding organisations through complex transformation programs, optimising portfolio planning practices, and helping teams adopt frameworks like SAFe with clarity and purpose. Known for blending pragmatic insight with systems thinking, Andreas brings stories from the field - ranging from fast-moving startups to complex, multinational enterprises.

Transcript

Note: This transcript has been lightly edited for clarity, readability, and flow while preserving the authentic conversation and insights shared.

Recognising the signs - when teams aren't aligned

Hayley Rodd: Awesome to have you here. So I'm going to start with a bit of a reality check. We've worked in organisations across the spectrum from really fast-growing startups to really big enterprises. From your experience, when you walk into a PI planning or quarterly planning session, and I'm sure they're pretty hectic, what are the telltale signs that teams aren't truly aligned on what success looks like?

Andreas Wengenmayer: That's a great question - one I hear frequently. You can imagine, especially post-COVID when teams returned to in-person planning sessions. Back in 2017, we'd have huge arenas with hundreds of people in one place. People are happy to see each other, excited to chat with colleagues from different locations. This became even more pronounced after COVID, when everyone was working from home more frequently. That's a good sign - the mood is positive.

But you also notice some teams under pressure. They'd rather be working on actual deliverables. They know they have to be there, and it takes two full days to complete all the planning. Meanwhile, they're carrying a mental backlog - technical debt, unfinished work from the previous PI, catching up on delayed items.

This is what I often observe: teams get bogged down discussing minor details. People debate specifics, and you can see they're frustrated about something deeper - but they're not addressing the root cause. This creates its own negative momentum and can derail otherwise solid planning sessions.

Teams get bogged down discussing minor details. People debate specifics, and you can see they're frustrated about something deeper - but they're not addressing the root cause. This creates its own negative momentum and can derail otherwise solid planning sessions.

Sometimes you have to step in and ask what's really underneath. What's the actual cause? People say, "Yeah, I have to be here because that's the format, but I'm not engaged." Maybe it didn't work well in the past and there's lingering skepticism.

The prevailing attitude then becomes: "This isn't really collaborative. Leadership plans from the top anyway. The outcomes are predetermined - here's the plan, just make it work and update your boards." When people feel they can't meaningfully contribute or influence direction, they simply go through the motions.

My favourite example happens at the end when teams must formulate their objectives. It becomes a box-checking exercise - create something that satisfies the coach or Release Train Engineer so everyone can "get back to real work."

What good alignment actually looks like

Hayley Rodd: You've touched on so many things there. I can imagine walking into that room and feeling the pressure. People getting caught up in minor details rather than talking about root causes, or not asking the five whys to get to that root cause. You also touched on getting buy-in across the organisation. When people are really nailing it, when alignment is really there, what does that room feel like?

Andreas Wengenmayer: Yes, I've fortunately experienced those environments, and they're actually more common than you might think. When companies genuinely commit to grassroots planning, truly investing the time it requires, and ensure teams aren't overwhelmed from the start with everything marked "priority zero," you create the foundation for successful planning.

When companies genuinely commit to grassroots planning, truly investing the time it requires, and ensure teams aren't overwhelmed from the start with everything marked "priority zero," you create the foundation for successful planning.

You can see it immediately in people's body language and interactions. The energy in the room is palpable. If people appear resigned or intimidated, afraid to speak up, that's typically a red flag. The opposite creates magic.

Think about high-performing teams, like being a Scrum Master with an exceptional group. The best teams aren't just collections of highly skilled individuals in specific roles.

The best teams are those who communicate openly, genuinely enjoy each other's company, maintain positive energy, and actively support one another. This dynamic enables remarkable achievements. Maybe someone knows a contact in another tribe, release train, or department who can provide crucial answers and facilitate communication. Communication is absolutely fundamental.

That collaborative spirit is the hallmark of truly effective teams.

Hayley Rodd: Absolutely. We would know it in our day-to-day work, right? If your teams aren't communicating, if they're too overburdened as you said, it's not a good place to start. But if you can get that starting point right, if you can get that communication right, so many things will flow after that.

Andreas Wengenmayer: Absolutely. Looking back at any planning cycle, the real test is: did you plan the right things? You only know at the quarter's end whether you estimated capacity accurately.

Here's the crucial question: How does your organisation respond when goals aren't met? Do stakeholders focus on finding solutions? Do team members feel safe asking probing questions and seeking answers? Or does the blame game begin, searching for scapegoats?

How does your organisation respond when goals aren't met? Do stakeholders focus on finding solutions? Do team members feel safe asking probing questions and seeking answers? Or does the blame game begin, searching for scapegoats?

When you're permitted, encouraged, even, to be genuinely open and honest, you become much better at assessing realistic capacity. What makes stakeholders universally happy is predictability. You want confidence that your plans will actually materialise, that your commitments will be fulfilled.

Success breeds success, creating a positive foundation for the next PI. It's a continuous cycle that can spiral upward toward excellence or downward toward dysfunction.

The startup vs. enterprise spectrum

Hayley Rodd: Let's talk about the two ends of the spectrum. You've got a lot of experience, so I love hearing about this. Small companies will often say, "We're agile, we can pivot quickly, we don't need formal goal setting." Then enterprises are going all out on OKRs, cascading objectives, saying they're aligned because they've got those things in place. Yet both struggle with the same core problem. What's really going on?

Andreas Wengenmayer: You're absolutely right. I've been in agile projects since 2014, 11 years now, and I've seen a lot of companies pre-COVID, post-COVID, different sizes.

Starting with the really small ones, startup companies - what's really astonishing is that some very small startup companies tend to become overly complex, which is amazing. Some want solutions that are way too overblown. Basically, they need a sailing boat, but they're thinking about ordering an aircraft carrier.

Some startups want solutions that are way too overblown. Basically, they need a sailing boat, but they're thinking about ordering an aircraft carrier.

Maybe that's part of startup CEO culture - where everyone's a CEO on LinkedIn, and they think, "We're corporate, we have to be like that." They mostly get to their senses in the end, but small companies tend to be overly complex and overblown when it comes to technology, tooling, and organisation.

On the other end, large corporations sometimes seem to try their best to become truly agile - living the values everywhere. Still, it's a challenge. In most cases, there's some kind of hybrid planning going on. There's still a roadmap, which is good, but at some level, some people still stick to classical approaches, have some waterfall going on in the back.

I personally have never seen, for example, a full SAFe organisation where it's done truly at every level. There's a good balance and it should be healthy, but it all comes down to execution.

I feel like mid-sized companies are often the healthiest when it comes to that.

There's a balance of method and tooling, but you still need a solid understanding of goal setting and tracking. This includes pivoting when goals aren't right and learning from how you did things in the past. The gap between management and teams isn't that huge, and it's easier to bridge.

Avoiding death by KPI

Hayley Rodd: You've touched on so many fundamental things around getting the method and tooling right, but also that cultural aspect. I love the insight around mid-size organisations often striking that balance well. When we're thinking about the enterprise risk - which could be "death by KPI" or OKR, do you agree? Can you paint a picture of what that looks like and how it actually makes teams less focused?

Andreas Wengenmayer: Absolutely. There is such a thing as "death by KPI." KPIs are important to get a clear picture - you do need metrics, and there's merit to it. But as always, it's about choosing the right KPIs, the right metrics.

My favourite example is comparing story points across teams or ARTs. You measure velocity, and I have to repeat again and again: it's only individual to one team. You shouldn't compare it to another team or across tribes or ARTs - that doesn't work because you're creating the wrong incentives.

You see what will happen: "Well, okay, my stakeholders want higher amounts of story points. Let's estimate the stories bigger." Of course, that's a continuous loop, but it doesn't give you anything. Story points as a metric are just guidance for a team to get a better feeling for estimations.

You see what will happen: "Well, okay, my stakeholders want higher amounts of story points. Let's estimate the stories bigger." Of course, that's a continuous loop, but it doesn't give you anything. Story points as a metric are just guidance for a team to get a better feeling for estimations.

You want predictability - you want to meet a certain range. So it's not a great KPI when it comes to monitoring progress across teams. They have better KPIs in place.

Other metrics tend to create what I call bureaucracy. If you spend too much time creating reports, you have less time to create anything of value.

Hayley Rodd: I think there's so much in what you're saying about people being realistic and honest, open to pivoting or changing a goal if it's not the right one. Admitting to that is really difficult because no one wants to admit that what they set out to do is failing. But understanding that failure can sometimes be a benefit - you can learn from that. There's so much in that cultural aspect, right?

Andreas Wengenmayer: Absolutely. Coming back to goals rather than KPIs - KPIs are like being on a boat in your control room. You see what the engine is doing, the temperature - those are KPIs. Goals, on the other hand, are the course that you set.

KPIs are like being on a boat in your control room. You see what the engine is doing, the temperature - those are KPIs. Goals, on the other hand, are the course that you set.

You could be a small company like a startup - you're in a canoe, you're rowing. Or you're a large company - you're like a big freighter. Still, if you don't set the right course, the right goal, you will never reach your destination. Your team can be as proficient and perfectly working as they could be. If the course isn't right, hopefully you have enough provisions on board to survive a long journey.

Where organisations get stuck in goal setting

Hayley Rodd: Where do organisations typically get stuck? Is it defining the goals, communicating the goals, or translating them into action - that execution point you made before?

Andreas Wengenmayer: It could be basically any one of those. If you have a smaller or mid-size company, it's easier to communicate - you don't have to bridge as huge a gap. But still, you have high-level goals that have to be translated into real work. Real value is created in the teams.

If you have a high-level goal that's highly abstract and sounds good on paper - "increase customer satisfaction," "create better products," "make the world a better place" - people still have to understand: What does that mean to my daily work? If I'm a developer, what's my stake in that? How can I contribute?

If you have a high-level goal that's highly abstract and sounds good on paper - "increase customer satisfaction," "create better products," "make the world a better place" - people still have to understand: What does that mean to my daily work? If I'm a developer, what's my stake in that? How can I contribute?

That's when communication and breaking down goals becomes really important. Breaking them down the right way, having them visible and transparent, and creating that feeling of contribution. You make it visible that you're not just working for yourself or your team, but you're really contributing. You understand what you're working on and why you're doing it. Purpose is critical.

Bridging the strategy-to-sprint gap

Hayley Rodd: That's a really good segue into the next question about translating strategic vision into team-level objectives that people can grab onto and execute. Leadership will often say something like "increase customer satisfaction," and teams are left going, "What does that mean for me in my sprint this week?" How does an organisation bridge that gap between the high-level leadership view and what we can do in our sprints as a team?

Andreas Wengenmayer: First of all, you as company management need to take the time. There have been, and still are, a lot of approaches with company values, putting posters on walls, creating marketing. Those are all values - that's what a company is like. Then you link it with your products, services - great services, customer satisfaction. Okay. Then comes the real challenge: we want to succeed and create the next service, software solution, or product.

The goal is clear on a high level, but how do we break it down? That's when the real work comes into play - breaking down the goals into smaller pieces.

It's like building a LEGO space station when I was a kid. You have the picture on the box in the beginning - 'Oh, that's what we're going to build.' Then you have to start putting together all the small pieces. You need a plan, you need the little pictures of the steps. You start with the big picture, then you're breaking it down one piece at a time. You create different parts, and they come together at the end. Same goes for goals.

It's like building a LEGO space station. You have the picture on the box in the beginning - 'Oh, that's what we're going to build.' Then you have to start putting together all the small pieces. You need a plan, you need the little pictures of the steps. You start with the big picture, then you're breaking it down one piece at a time. You create different parts, and they come together at the end. Same goes for goals.

Hayley Rodd: Nice. A colleague of mine often says you eat an elephant one bite at a time - similar thing, right? When you see that big goal, it's really overwhelming. But if you can break it down into those chunks and smaller pieces, it becomes so much more manageable and achievable. People can get behind that vision.

Managing moving targets

Hayley Rodd: In fast-moving environments, goals often shift. We're agile, we're always moving. How do you help teams stay connected to a moving target without either ignoring changes or constantly thrashing around?

Andreas Wengenmayer: Back in the nineties and early 2000s, there was a computer game that wasted a lot of time in offices where you were shooting at geese in Scottish Highlands. It was a big phenomenon because people were trying to get the next high score.

If you think of moving targets, it's a bit like that. Imagine you're doing your work - whether you're a hunter or developer doesn't matter - but you approach, you take aim, and the geese keep flying up. You miss the target. Same thing if you have moving goals.

It's harder to aim and approach them right. What you should avoid as a company or someone in charge is constant interference. Stick to your goals or objectives that were agreed upon during PI planning. Don't change them midterm during a PI.

What you should avoid as a company or someone in charge is constant interference. Stick to your goals or objectives that were agreed upon during PI planning. Don't change them midterm during a PI.

That doesn't mean you can't learn from mistakes or wrong goals. You can adjust them, but you have to adjust them in the right place and time, which is during planning. Of course, if something security-related comes up, you have to act, but it has to be agreed upon, and you still have to communicate it and create understanding.

Keeping goals visible and actionable

Hayley Rodd: Even when goals are well-defined, keeping them visible and actionable throughout a PI is tough. What practices or tools have you found most effective for maintaining connection between daily work and high-level strategic objectives?

Andreas Wengenmayer: Good question. Having the goals present at all times helps a lot. If you just meet for planning, have your goals set, and never look back during the PI, it doesn't do you any good.

That could be a piece of paper on the wall like we had back in the day - and still could be if you're working in the office. Also, choose the right tools to track the goals and create acceptance for tools. Really use them. Look into them - whether it's an OKR tool or some other solution, even PI objectives. Are we still on track?

What really helps is if it's not static but shows progress, and especially shows the link of what you're contributing - like what you achieved in your last sprint and how it plays into the objectives or goals, progress moving ahead. There's always a good feeling - everybody loves a green bar moving ahead or a checklist.

What really helps is if your tool is not static but shows progress, and especially shows the link of what you're contributing - like what you achieved in your last sprint and how it plays into the objectives or goals, progress moving ahead. There's always a good feeling - everybody loves a green bar moving ahead or a checklist.

It helps keep the vision and goals present.

Hayley Rodd: When I was a teenager in my final year of high school here in Australia, I wanted a specific score on my final exams. I had a big poster in front of my desk that I sat at for hours every day studying. Looking back, I didn't know what I was doing - I just wanted to visualise my goal, and I didn't know the psychology behind it. But I'm happy to report I got that mark and above.

I think it was as you were saying - that constant reminder, that piece of paper worked for me. In organisations, we're looking for something a bit more complex sometimes, but I like your "keep it simple" advice. It doesn't always have to be super complex. It can just be a checklist, progress bar, or piece of paper - something that helps you feel connected to the goal and reminds you of it often.

When good work doesn't align with goals

Hayley Rodd: Have you seen situations where teams were delivering lots of work - good work, but it wasn't clearly contributing to company goals? What tends to cause that disconnect?

Andreas Wengenmayer: Yeah, that happens quite a bit. I can think of one example with very technical teams, like in semiconductors. Very smart people - everyone has a PhD in physics, material science. Awesome, smart people who tend to love their job. They're awesome, but they're also perfectionists who can still improve things and want to make them even better.

If you're in the business of producing machines used to produce semiconductors, for example, it's a complex task with a complex supply chain or value chain. You're creating lithography machines to create wafers used by other companies, and in the end, you have a customer planning the release of a new phone.

Your customer waits, the end customer waits, and you have to deliver on time. Sometimes this creates a challenge because teams still want to improve and make it even better. That's when economics come into play - the view of the big picture. You still have to communicate it. You shouldn't discourage such a great team, but you need to get the bigger perspective back to the teams and create acceptance instead of saying, "Hey, stop what you're doing, it's good enough." You don't want that. It all comes back to transparency and communication.

On the other spectrum, what you sometimes have is just too much workload on teams. Time for planning gets cut short, and if you don't take enough time to plan well, no wonder the results don't work out. It's just a lot of busy work - a lot of things getting done, but not necessarily the right things at the right time.

On the other spectrum, what you sometimes have is just too much workload on teams. Time for planning gets cut short, and if you don't take enough time to plan well, no wonder the results don't work out. It's just a lot of busy work - a lot of things getting done, but not necessarily the right things at the right time.

Hayley Rodd: If you don't do that planning at the start, you're setting yourself up for misalignments. If you're not communicating that plan regularly, you're setting yourself up for that busy work and people getting distracted. It's just so common. That planning part is so fundamental to getting it right.

One piece of advice for frustrated leaders

Hayley Rodd: We're on the home stretch now. If you could give one piece of advice to an engineering or product leader who's been frustrated because their teams seem to be going through the motions of PI planning or quarterly planning without real buy-in, what would it be?

Andreas Wengenmayer: I can resonate with that so well, and many can. I'd say: take the time to find out what's really going on. Investigate the root cause. It's like if you have a house and you're trying to fix a crack in the wall - you can look at the crack and do some superficial fixing or use a thick layer of paint, but you still have to find out what's causing that issue. Maybe something deeper.

You mentioned the five whys - that can be one way, but you have to have some understanding of the right way to approach people. You don't want to put anyone on the spot. Looking for a scapegoat doesn't help anybody.

We need to look at what's behind it, what's causing it. It all comes back to investing enough time for planning, but doing it with purpose. Not doing the whole planning like theatre, where everybody acts their part - that doesn't do you any good.

It all comes back to investing enough time for planning, but doing it with purpose. Not doing the whole planning like theatre, where everybody acts their part - that doesn't do you any good.

People have to understand why they're doing it. There has to be purpose and understanding - enough time, no distractions, and a positive atmosphere where everybody can contribute and be open.

You don't want people saying nothing because they don't dare to criticise or say no.

The connection between goal clarity and team motivation

Hayley Rodd: What's one thing you wish more organisations understood about the connection between goal clarity and team motivation?

Andreas Wengenmayer: We could get back to the boats we mentioned before. You want to arrive at your destination. If you're not clear about the destination, or maybe some people in your rowing boat don't want to go there, they might not join the rowing. If your crew is not invested, it will take you longer to reach a destination, or you won't get there as well.

It's the same thing. Motivation is key, and I don't talk about superficial motivation that just annoys everybody. Motivation is a positive environment where people rely on each other. They really like spending time with those people.

"Hey, I really like to go to lunch with you and talk to you" - not "I'd rather be home and not talk to anybody." You're not annoyed if your teammate asks you a question; you're happy to help. You're feeling safe that when you have a problem or question, you will get help.

That creates the right kind of motivation - that positive environment, and that can make a lot of things happen. It comes back to openness and transparency, not as buzzwords, but to get the clear picture. As a stakeholder, you get the correct current state because you get true answers.

I've seen strange situations in major corporations where people really didn't report what they were working on or show the right results. I've seen complete shadow Jira environments - one for internal use and one for external use with customers. There can be huge misalignments because people didn't dare to show real progress. In the long term, it will backfire. If you don't have trust in your environment, in your company, you will have a hard time.

I've seen strange situations in major corporations where people really didn't report what they were working on or show the right results. I've seen complete shadow Jira environments - one for internal use and one for external use with customers. There can be huge misalignments because people didn't dare to show real progress. In the long term, it will backfire. If you don't have trust in your environment, in your company, you will have a hard time.

Wrapping up

Hayley Rodd: There are so many key themes coming up throughout our conversation. You've talked about ongoing communication across teams, really planning with purpose, getting that context and buy-in to help with motivation, and allowing for radical candour - being really open if something's not working and being okay to call it out. So many cultural and communication elements are critical to the success of quarterly planning, PI planning, and organisations generally. Great takeaways.

We're going to end it there, but I want to end with a teaser for our interactive webinar that you and I are doing together on September 4th, which dives deeper and shows how to operationalise the ideas we've chatted about here using Easy Agile Programs and linking back to the fundamental services that catworkx provides organisations.

Andreas, it's been super wonderful to chat with you. I look forward to our webinar coming up on September 4th.

Andreas Wengenmayer: Thank you so much for having me. Looking forward to September 4th and seeing you again, talking more about tooling, boats, duck hunt, and anything in between.

Ready to transform your strategic planning?

The conversation doesn't end here. Andreas and Hayley hosted an interactive webinar where they showed how you can put these strategic alignment concepts into practice.

They spoke about:

• Practical techniques for breaking down strategic goals into actionable team objectives
• How to maintain goal visibility throughout your PI cycles
• Real-world examples of successful alignment transformations

Watch the webinar recording here →