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The Role of Leadership in Scaling Agile
Inspiring Alignment and Autonomy
Leland Newsom - Agile Coach, CapTech Consulting
• Email: lnewsom@captechconsulting.com
• Twitter: @LelandNewsom
• LinkedIn: https://www.linkedin.com/in/lelandnewsom/
• Slideshare: https://www.slideshare.net/LelandNewsom
Past roles include:
• Developer
• Manager
• Managing Director
• Technical Director
2005:
First Agile/Lean experience
2007:
- Leading & Coaching Agile Teams
- CSM Certified
2017:
CSP Certified
2016:
SPC4 SAFe Certified
Why having clarity and alignment is important
Leadership’s role in creating alignment
Alignment vs. Autonomy
Three Dimensions of Clarity, Competency, and Control
Alignment Recipe
Agenda
Easy
Little Bit Harder
This Doesn’t Scale
WTF!
????
Where is
everyone
*@#!
?!?!
Huh!
Who
Cares
We’re
Lost
Stephen Covey, in his book The 8th Habit, describes a poll
of 23,000 employees drawn from a number of companies
and industries. He reports the poll’s finding:
• 37% clear understanding of what their organization is
try to achieve and why
• 20% enthusiastic about their team’s and their
organization’s goals
• 20% have a “line of site” between their tasks and their
team’s and organization’s goals
• 15% felt their organization fully enables them to
execute key goals
• 20% fully trusted the organization they work for!
8th Habit Poll
• 5-6 of the 15 players on the field would
know which goal is theirs
• 3 of the 15 would care about the outcome
of the game
• 3 of the 15 would know what position they
play and know exactly what they are
supposed to do
• 2 of the 15 would feel they are prepared
to win
• 12 of the 15 would, in some way, be
competing against their own team
members rather than the opponent.
If Your Team was a Rugby Team
Img source:
https://en.wikipedia.org/wiki/Rugby_union_in_Victoria
Need A New Boss?
Leadership
“Leadership is the process of creating
an environment in which people
become empowered.”
– Gerald (Jerry) Weinberg, Becoming a Technical Leader
“Alignment is not only the source of
team power, but it is also a
prerequisite for team empowerment.”
- Pat MacMillian, The Performance Factor: Unlocking the Secrets of
Teamwork
Alignment and Autonomy
Do whateverDo what I say!
Alignment Autonomy
“The more alignment you have, the
more autonomy you can grant. The
one enables the other.”
- Stephen Bungay, The Art of Action
Leader-Leader Model
From Inno-Versity Presents: “Greatness” by David Marquet
3 Dimensions of Clarity, Competence, and Control
Autonomy
Autonomy
3 Dimensions of Clarity, Competence, and Control
Autonomy
Mastery
PurposeDrive
Ingredients:
 Shared Purpose
Alignment Recipe
20
Collocated Teams
Agile Practices
Lean Management
Continuous Learning
PRIORITIZED DEMAND CONTINUOUS DELIVERY
DELIGHTED CUSTOMERS
STANDING TEAMS
Build great software in a fun and engaging environment!
Sample Vision
What are you working on, and why?
We are
working on X
because Y
said it’s
important
We’re done
when Y is ok
with it
We’re done
when the
metrics have
moved X
amount
Why are we building X?
What’s success look like?
We understand why we’re building it
and how success looks.
PI Planning
Reproduced with permission from © Scaled Agile, Inc.
Shared Purpose
http://www.romanpichler.com/blog/goal-oriented-agile-product-roadmap/
Ingredients:
 Shared Purpose
 Transparency
Alignment Recipe
Transparency
Dependencies
Ingredients:
 Shared Purpose
 Transparency
 Feedback Loops
Alignment Recipe
Feedback loops
Multiple Feedback Loops
Reproduced with emphasis added with permission from © Scaled Agile, Inc. Original graphic found at scaledagileframework.com
Ingredients:
 Shared Purpose
 Transparency
 Feedback Loops
 Clear Priorities
Alignment Recipe
Clear Priorities
Ingredients:
 Shared Purpose
 Transparency
 Feedback Loops
 Clear Priorities
 Organizational Learning
Alignment Recipe
Too Focused on Delivery to Improve?
I did
NOTHING
today and still got
PAID
IP Sprints
Reproduced with permission from © Scaled Agile, Inc.
Ingredients:
 Shared Purpose
 Transparency
 Feedback Loops
 Clear Priorities
 Organizational Learning
Directions:
- Combine ingredients
- Bring to boil
- Continue to simmer
- Stir as needed
Alignment Recipe
Leader’s Role in Alignment and Autonomy - Summary
Not This! This!
Empower people
Create environment
in which people
become empowered
Align the teams
Make decisions
Keep resources busy
Ensure decisions can
be made
Create conditions that
enable teams to align
Create slack in the
system
• Greatness - https://www.youtube.com/watch?v=OqmdLcyES_Q
• Drive - https://www.youtube.com/watch?v=u6XAPnuFjJc
• http://www.scaledagileframework.com/
• http://blog.crisp.se/2017/01/03/jimmyjanlen/transforming-the-pyramid-to-an-agile-org
• https://availagility.co.uk/2017/09/11/more-on-leader-leader-and-autonomy-alignment/
• http://blog.crisp.se/2016/08/23/henrikkniberg/alignment-at-scale-agile-africa-keynote
More Information
Appendix
44
The goal at Microsoft in Agile at scale is to have alignment at the top and autonomy at the bottom. The teams need
autonomy. That’s what drives them to come to work and deliver great stuff. But at the same time, their work has to
be aligned with the business. If there is too much control, nothing gets done: no one wants to work there. It’s not a
fun environment. In fact, it’s a disaster. If there is too little control, it’s chaos. Everyone is building whatever they
want. There are no end-to-end scenarios. Customers are frustrated. Nothing makes business sense. So the managers
are always striving for the right balance.
The managers are responsible for the rules of the road. This include clarifying the roles, the teams, the cadence, the
vocabulary and the limits on the number of bugs a team can have (“the bug cap.”)
The team has autonomy in terms of how they go about doing the work in both planning and practices. Within the
overall framework, each can take a different approach. The specific engineering practices are up to the team. For
instance, whether the team decides to do pair programming is up to them.
The role of management is like establishing the rules of the road. You can drive down the freeway fast. In fact, the
freeway is designed to help you go fast. But there are rules. You have to use your blinker when you cross the dotted
line. You have to slow down at certain points. You have to pay attention to that stuff. The authorities could make the
freeway much safer by putting speed bumps every hundred yards, and a stop light every mile. It would be safer but
it would slow things down. The managers at Microsoft take the same approach. They are specifying the minimum
basic road rules the teams need to adhere to. Their goal is to ensure that the rules help the teams move fast, to get
where they want and need to go, not just slow them down.
Of course, if you ask an engineering team, as Aaron does, “What does leadership make you do that is slowing you
down?” he gets a ton of stuff, not just one or two things. They often pull out a whole scroll of issues. They were just
waiting for him to ask! They tell him everything he's doing wrong and they have a conversation. The point is that the
conversation takes place and it’s a safe conversation to have.
Get the Right Balance of Alignment and Autonomy

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Inspiring Alignment and Autonomy - The Leaders Role in Scaling Agile

  • 1. The Role of Leadership in Scaling Agile Inspiring Alignment and Autonomy
  • 2. Leland Newsom - Agile Coach, CapTech Consulting • Email: lnewsom@captechconsulting.com • Twitter: @LelandNewsom • LinkedIn: https://www.linkedin.com/in/lelandnewsom/ • Slideshare: https://www.slideshare.net/LelandNewsom Past roles include: • Developer • Manager • Managing Director • Technical Director 2005: First Agile/Lean experience 2007: - Leading & Coaching Agile Teams - CSM Certified 2017: CSP Certified 2016: SPC4 SAFe Certified
  • 3. Why having clarity and alignment is important Leadership’s role in creating alignment Alignment vs. Autonomy Three Dimensions of Clarity, Competency, and Control Alignment Recipe Agenda
  • 6. This Doesn’t Scale WTF! ???? Where is everyone *@#! ?!?! Huh! Who Cares We’re Lost
  • 7. Stephen Covey, in his book The 8th Habit, describes a poll of 23,000 employees drawn from a number of companies and industries. He reports the poll’s finding: • 37% clear understanding of what their organization is try to achieve and why • 20% enthusiastic about their team’s and their organization’s goals • 20% have a “line of site” between their tasks and their team’s and organization’s goals • 15% felt their organization fully enables them to execute key goals • 20% fully trusted the organization they work for! 8th Habit Poll
  • 8. • 5-6 of the 15 players on the field would know which goal is theirs • 3 of the 15 would care about the outcome of the game • 3 of the 15 would know what position they play and know exactly what they are supposed to do • 2 of the 15 would feel they are prepared to win • 12 of the 15 would, in some way, be competing against their own team members rather than the opponent. If Your Team was a Rugby Team Img source: https://en.wikipedia.org/wiki/Rugby_union_in_Victoria
  • 9. Need A New Boss?
  • 11. “Leadership is the process of creating an environment in which people become empowered.” – Gerald (Jerry) Weinberg, Becoming a Technical Leader
  • 12. “Alignment is not only the source of team power, but it is also a prerequisite for team empowerment.” - Pat MacMillian, The Performance Factor: Unlocking the Secrets of Teamwork
  • 13. Alignment and Autonomy Do whateverDo what I say! Alignment Autonomy
  • 14. “The more alignment you have, the more autonomy you can grant. The one enables the other.” - Stephen Bungay, The Art of Action
  • 15.
  • 16. Leader-Leader Model From Inno-Versity Presents: “Greatness” by David Marquet
  • 17. 3 Dimensions of Clarity, Competence, and Control Autonomy
  • 18. Autonomy 3 Dimensions of Clarity, Competence, and Control Autonomy Mastery PurposeDrive
  • 20. 20
  • 21. Collocated Teams Agile Practices Lean Management Continuous Learning PRIORITIZED DEMAND CONTINUOUS DELIVERY DELIGHTED CUSTOMERS STANDING TEAMS Build great software in a fun and engaging environment! Sample Vision
  • 22. What are you working on, and why? We are working on X because Y said it’s important We’re done when Y is ok with it We’re done when the metrics have moved X amount Why are we building X? What’s success look like? We understand why we’re building it and how success looks.
  • 23. PI Planning Reproduced with permission from © Scaled Agile, Inc.
  • 26. Ingredients:  Shared Purpose  Transparency Alignment Recipe
  • 28.
  • 30. Ingredients:  Shared Purpose  Transparency  Feedback Loops Alignment Recipe
  • 32. Multiple Feedback Loops Reproduced with emphasis added with permission from © Scaled Agile, Inc. Original graphic found at scaledagileframework.com
  • 33. Ingredients:  Shared Purpose  Transparency  Feedback Loops  Clear Priorities Alignment Recipe
  • 35.
  • 36.
  • 37. Ingredients:  Shared Purpose  Transparency  Feedback Loops  Clear Priorities  Organizational Learning Alignment Recipe
  • 38. Too Focused on Delivery to Improve?
  • 39. I did NOTHING today and still got PAID
  • 40. IP Sprints Reproduced with permission from © Scaled Agile, Inc.
  • 41. Ingredients:  Shared Purpose  Transparency  Feedback Loops  Clear Priorities  Organizational Learning Directions: - Combine ingredients - Bring to boil - Continue to simmer - Stir as needed Alignment Recipe
  • 42. Leader’s Role in Alignment and Autonomy - Summary Not This! This! Empower people Create environment in which people become empowered Align the teams Make decisions Keep resources busy Ensure decisions can be made Create conditions that enable teams to align Create slack in the system
  • 43. • Greatness - https://www.youtube.com/watch?v=OqmdLcyES_Q • Drive - https://www.youtube.com/watch?v=u6XAPnuFjJc • http://www.scaledagileframework.com/ • http://blog.crisp.se/2017/01/03/jimmyjanlen/transforming-the-pyramid-to-an-agile-org • https://availagility.co.uk/2017/09/11/more-on-leader-leader-and-autonomy-alignment/ • http://blog.crisp.se/2016/08/23/henrikkniberg/alignment-at-scale-agile-africa-keynote More Information
  • 45. The goal at Microsoft in Agile at scale is to have alignment at the top and autonomy at the bottom. The teams need autonomy. That’s what drives them to come to work and deliver great stuff. But at the same time, their work has to be aligned with the business. If there is too much control, nothing gets done: no one wants to work there. It’s not a fun environment. In fact, it’s a disaster. If there is too little control, it’s chaos. Everyone is building whatever they want. There are no end-to-end scenarios. Customers are frustrated. Nothing makes business sense. So the managers are always striving for the right balance. The managers are responsible for the rules of the road. This include clarifying the roles, the teams, the cadence, the vocabulary and the limits on the number of bugs a team can have (“the bug cap.”) The team has autonomy in terms of how they go about doing the work in both planning and practices. Within the overall framework, each can take a different approach. The specific engineering practices are up to the team. For instance, whether the team decides to do pair programming is up to them. The role of management is like establishing the rules of the road. You can drive down the freeway fast. In fact, the freeway is designed to help you go fast. But there are rules. You have to use your blinker when you cross the dotted line. You have to slow down at certain points. You have to pay attention to that stuff. The authorities could make the freeway much safer by putting speed bumps every hundred yards, and a stop light every mile. It would be safer but it would slow things down. The managers at Microsoft take the same approach. They are specifying the minimum basic road rules the teams need to adhere to. Their goal is to ensure that the rules help the teams move fast, to get where they want and need to go, not just slow them down. Of course, if you ask an engineering team, as Aaron does, “What does leadership make you do that is slowing you down?” he gets a ton of stuff, not just one or two things. They often pull out a whole scroll of issues. They were just waiting for him to ask! They tell him everything he's doing wrong and they have a conversation. The point is that the conversation takes place and it’s a safe conversation to have. Get the Right Balance of Alignment and Autonomy