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- 1. Lean Agile Intelligence Facilitators Guide Table of Contents •Setup •Improvement & Measurement Model •Team Level •Strategic Objectives & Desired Outcomes •Self-Assess •Identify Tactical Goals •Measure •Organization Level •Business Unit Level •Program Level •Self (Individual Role) Level •Appendix (Simple Calculations)
- 2. Setup - Terminology Lean Agile Intelligence Terminology Organization Lean Agile Intelligence unique instance for an enterprise’s assessments and users Organization Structure Hierarchical structure that enables grouping of “Teams” Team A group of users that will take a “Self-Assessment” Group A collection of “Teams” Organization Members Users invited to an Organization Organization Admin Controls setup of the Lean Agile Intelligence unique instance, and has access to all functionality Super User Ability to build “Assessment Templates,” conduct “Self-Assessments,” and view all team “Results” Team Member Participates in “Self-Assessments” and can only view “Results” for “Teams” they are assigned to Practices An Agile or Lean Technique Agility Stage The different levels of maturity for each “Practice” Agility Stage Criteria Criteria provided to teams in each “Agility Stage” to help assess themselves Assessment Template A group of “Practices” that can be used for “Teams” to conduct a “Self-Assessment” Self-Assessments The act of the “Team” assessing themselves using an “Assessment Template” Self-Assessment Votes The “Agility Stage” vote provided by each “Team Member” Assessment Results The “Results” of a given assessments or group of assessments viewed in the Lean Agile Intelligence Dashboard
- 3. Setup: Organization Structure Create Group • “Groups” consist of multiple teams and allow organization users to see aggregated results across multiple teams • Some examples of “Groups” are Business Units, Component Units, or Programs Create Team • A “Team” is any group of users that will take a “Self-Assessment” together • They can be used to define any type of team in the “Organization” including development, leadership, or operations
- 4. Setup: Invite Members To Organization Invite Members • “Members” of an “Organization” are those that will participate in an assessment and/or analyze “Results” • Note in order for “Members” to become part of an “Organization” they have to be invited by the “Admin”
- 5. Setup: Assign Member Attributes Status • Active: Member can access LAI and is included in billing • Inactive: Member can no longer access LAI and is not included in billing Permissions • Admin: Permission to all functionality including conducting “Self-Assessments” and “Organization” setup. Can view all “Team” results. • Super User: Permission to build “Assessment Templates,” facilitate “Self-Assessments”, and view all “Team” results. • Team Member (Default When Invited): Permission to participate in “Team” “Self-Assessments.” They can only view their “Team” results. Team Role (Optional) Teams • Members assigned to a “Team,” will receive an email when that “Team” launches a “Self- Assessments” • “Members” can belong to more than one “Team”
- 6. Setup: Simple vs Advanced Calculation • Simple (Default): One level of Practice To Business Outcome impact. No weighting is applied in Practice to Business Outcome Impact Ratio calculation and Business Outcome aggregated scores. Business Outcome aggregated score is the average of all practices answered that impact the outcome. • Advanced: Three levels (Must Do Well, Should Do Well, Nice if Done Well) of Practice To Business Outcome impact. Weighting (Must Do Well (5x), Should Do Well (3X), Nice if Done Well (1X)) is applied in Practice to Business Outcome Impact Ratio calculation and Business Outcome Agility Stage average score. Business Outcome Agility Stage average score (0-4) is a weighted average that takes into account the number of practices that impact the outcome, the average agility stage vote for each practice, and the magnitude of the impact.
- 7. Measure Strategic Objectives Self- Assess Tactical Goals Lean Agile Intelligence Improvement & Measurement Model Enterprise Unit Program Team Self For Every Level of Today’s Agile Organization……
- 8. Measure Strategic Objectives Self- Assess Tactical Goals Enterprise Unit Program Team Self Lean Agile Intelligence Improvement & Measurement Model: Team Level
- 9. Measure Strategic Objectives Self- Assess Tactical Goals Consider Team Context • What is important to this team right now? • What outcome are we looking to achieve? • What practices will help us achieve it? • What are some of the team challenges? Consider Organization Context • What is the purpose and mission? • What are the strategic goals and how can we contribute? • How is our organization culture?
- 10. Strategic Objectives: Assessment Templates Frameworks • Assessment Templates derived from the core reference guide of the following frameworks: • Scrum • Kanban • XP • SAFe • Essential SAFe • Lean Startup Curated • Curated (framework agnostic) Assessment Templates focus on specific areas of practice and are influenced by Agile and Lean thought leaders. Existing Templates include: • Team Fundamentals • Team Culture • Spotify Team Health • DevOps • Technical Excellence • Scrum Plus • Enterprise Agility Custom • Want the best of both worlds? Build your own template using the Lean Agile Intelligence Assessment Template Builder. • Pick and choose practices from our Framework and Curated assessments to tailor an assessment template unique to your objectives, culture, and challenges. Measure Strategic Objectives Self- Assess Tactical Goals Answers to those questions will give you the insights needed to determine what business outcomes your assessment template should be geared towards and which practices it contains. Lean Agile Intelligence offers a variety of different assessment template types. View an Assessment Template in the Builder by choosing an Assessment Template and Selecting “Open”
- 11. Strategic Objectives: Assessment Template Builder Measure Strategic Objectives Self- Assess Tactical Goals Add your own Custom Practices Select Practices for your Template Framework/Curated View of Practice Catalog Name of TemplateOpen Existent Template Agility Dimensions: Practice Areas of Focus Practice to Business Outcome Impact Ratio: Weighted Ratio of Practices in the Template that Impact the Business Outcome Impacted Outcomes Practices in Template Reference(s) Used To Create Practice Criteria Save an Existing Template and Customize it Hover over practice impact ratio to see a breakdown of the number of practices in the assessment template and the weighting impacting the outcome.
- 12. Strategic Objectives: Practice Criteria Measure Strategic Objectives Self- Assess Tactical Goals Impacted Outcomes Impacted Outcomes Practice Name Agility Stages Agility Stage Criteria presented to the Team during “Self-Assessment” Copy & Customize Click a Practice to see the Criteria in each Agility Stage that will be presented to the Team during a Self-Assessment.
- 13. Strategic Objectives: Assessment Template Auto Generator Measure Strategic Objectives Self- Assess Tactical Goals Customize Number Of Practices in Template Choose/Weight the Outcomes that you want your Assessment Template Practices to Impact Hover over the Business Outcome Names to see the LAI Definition Choose to Include/Exclude SAFe Practices Lean Agile Intelligence will generate a tailored Assessment Template given your unique desired outcomes Generate the Assessment Template when you have a total of 100% and the Assessment Template will open in the Builder
- 14. • How are we performing in the Agile and Lean practices that will lead to our desired outcomes? • Are we doing the practices correctly? • Who is best to provide this information? Measure Strategic Objectives Self- Assess Tactical Goals
- 15. Self-Assess: Conducting Self Assessments Measure Strategic Objectives Self- Assess Tactical Goals 1. Choose Assessment Template & Launch 2. Select Type and Team 3. Launch Self-Assessment Platform All Members who are assigned to the team will receive an email with a link to the “Self-Assessment” after the assessment is launched. The Self-Assessment URL link can be used to send the invite directly to non-team members.
- 16. Self-Assess: Facilitation Measure Strategic Objectives Self- Assess Tactical Goals Group Assessment Type : Self-Assessment is conducted in real time with all Team Members present in the Self-Assessment Platform. Lowest, Highest, & Average Agility Stage Votes Appear After All Votes Are Received or Admin ends the Voting Agility Stage Criteria used to Self-Assess Team Members present in the Self-Assessment Platform Number of People out of Total Participants that have provided an Agility Stage Vote for the Practice Unique Link to Self-Assessment Admin Controls Jump Back to a Previous Practice Proceed to Next Practice: Can also be used to force Result Calculations although not all Votes are received Suspend Assessment to resume at another time or Terminate Assessment Participants can record notes on each practice by selecting this icon If selected all team members will be able to view notes Practice can be marked as a “Growth Goal” Practice can be marked as an “Impediment” Clears All Votes Agility Stage Criteria used to Self-Assess
- 17. Self-Assess: Facilitation Measure Strategic Objectives Self- Assess Tactical Goals Individual Assessment Type : Self-Assessment is completed separately by each Team Member. Note, Results will not be available until all Members have completed the Self-Assessment. Number & Name of Practice in Assessment Template Agility Stage Agility Stage Criteria used to Self-Assess Voting Buttons Team Members who are participating in the assessment. Those highlighted in white have completed the assessment Jump Back to a Previous Practice Suspend Assessment to resume at another time Cancel For Entire Team: No Results will be saved Saves and Calculates Team Results to be viewed in the Dashboard. This is used if you want to end an assessment prematurely Anyone can record notes by selecting this icon
- 18. Self-Assess: Facilitator & Team Member Notes • It is encouraged that facilitators and team members add notes to each practice in the Self Assessment Platform providing context on “why” they voted for the selected Agility Stage. • In order to prevent opinion anchoring and group think, notes are only viewable in Group mode once the facilitator selects the “Mark to View Notes” button. Measure Strategic Objectives Self- Assess Tactical Goals Participants can record notes on each practice by selecting this icon Facilitator should select this button when they want the team to see all team member notes View Notes Icon is enabled when Facilitator Select “Mark to View Notes”
- 19. Measure Strategic Objectives Self- Assess Tactical Goals • What short term goals can we set to achieve our desired outcomes? • Do we have any impediments that are out of control preventing us from improving in the practice. • What metrics can we use to measure our progress?
- 20. Tactical Goals: Mark As Growth Goal • Practices marked as “Growth Goals” are those that the team is attempting to advance to the next Agility Stage • When using the Group Facilitation Type, the practice can be marked as a “Growth Goal” in the Self- Assessment Platform in real time. • When using the Individual Facilitation Type the facilitator can mark practices as “Growth Goals” by opening the practice from the Practice Details Result Dashboard and selecting the “Mark as Growth Goal” button. Measure Strategic Objectives Self- Assess Tactical Goals Mark Practice as “Growth Goal” during group assessment Select Practice in Practice Details Results Dashboard to Mark it as a “Growth Goal” when reviewing individual assessment results with the team
- 21. Tactical Goals: Mark As Impediment • Practices marked as “Impediments” are those that the team cannot advance to the next Agility Stage because of a blocker that is out of their control • When using the Group Facilitation Type, the practice can be marked as a “Impediment” in the Self- Assessment Platform in real time. • When using the Individual Facilitation Type the facilitator can mark practices as “Impediment” by opening the practice from the Practice Details Result Dashboard and selecting the “Mark as Impediment” button. Measure Strategic Objectives Self- Assess Tactical Goals Mark Practice as “Impediment” during group assessment Select Practice in Practice Details Results Dashboard to Mark it as a “Impediment” when reviewing individual assessment results with the team
- 22. Tactical Goals: Results Practice Details Tab Goals and Impediments can be viewed at the Group and Organization level by first selecting the selecting the Group on the left and then hovering over the goal or impediment you want to see. All teams in that Group or Organization will appear. Measure Strategic Objectives Self- Assess Tactical Goals Hover to see teams in Group or Organization that have Impediments in that Practice Hover to see teams in Group or Organization that have Growth Goals in that Practice
- 23. Tactical Goals: Results Practice Details Tab Lean Agile Intelligence Practice Details tab provides teams a holistic view of team/group health, while also enabling teams to easily identify tactical goals that lead to their desired outcomes. Rank of Practices that are most important to achieving desired Business Outcomes Measure Strategic Objectives Self- Assess Tactical Goals Practices that have been included in Self-Assessments Completed by the Team or Group. Click practices to see your response. Current Agility Stage of the Team or Group. If Group, it is the average of all the Teams in the Group. Agility Stage Trend since the last time the Team or Group voted on the Practice. Hover for previous stage. Variability is the amount of consensus the team has on their Average Agility Stage. Hover for rating. The Criteria of the current Agility Stage in which the Team votes averaged. The Criteria of the next Agility Stage in which the Team should inspire to get to. Average of all the Practices answered by the Team or Group and the Trend since the last completed Assessment. Indicates that the practice has been marked as an “Impediment” Indicates that a practice has been marked as “Growth Goal” Notes from all Team Members will appear here
- 24. Tactical Goals: Results Practice Details Tab Facilitators can update “Notes” of a Practice or Mark them as “Impediments” or “Growth Goals” from the Practice Details Results Tab. Measure Strategic Objectives Self- Assess Tactical Goals Practices that have been included in Self-Assessments Completed by the Team or Group. Click practices to add Notes or Mark Practice
- 25. Tactical Goals: Practice Results Ranking System • Lean Agile Intelligence provides intelligence to help the teams identify practices to focus on and goals to set • Lean Agile Intelligence Practice Results Ranking System takes into account the team’s desired outcomes, represented by the Business Outcome to Practice Impact Ratio, and the team’s current Agility Stage in each practice to assist them in identifying areas to focus their improvement efforts • The Practices to Improve Gadget utilizes the Practice Results Ranking System, and displays the top four practices the team should focus on Order of priority goes from left to right Name of Practice Outside colors and sizes represent the different Business Outcomes and the magnitude of the impact Measure Strategic Objectives Self- Assess Tactical Goals
- 26. Tactical Goals: Determine Leading Indicators • Team and groups should proactively pick the metrics that will help them track their progress towards their desired outcomes so they can baseline and incrementally measure progress • Identify Leading Indicators that will help measure if you are on track to achieve your tactical goal Measure Strategic Objectives Self- Assess Tactical Goals Time to Market Customer Satisfaction Employee Satisfaction Innovation Responsiveness Reliability Predictability Throughput (Velocity) NPS Happiness Index # of New Products Released Product/ Project Lead Time Test Coverage Story Point Attainment Build Time Value Points Team Health Assessment Bug Fixing vs New Product Development % Feature Lead Time Builds Per Day Velocity Variation Deployment Lead Time Cost of Delay Code Complexity New Environment Automation Failed Deployments
- 27. Tactical Goals: Metrics Module Lean Agile Intelligence Metrics Module, located on the Results page, provides the ability for teams to track their metric progress and see it in conjunction with their Assessment Results. Define Name of Metric Define 5 unique Metrics for each Team/Group and update Values and Trends Measure Strategic Objectives Self- Assess Tactical Goals Set Value of Metric Set Trend of Metric Metric Value Metric Trend Metric Name
- 28. Measure Strategic Objectives Self- Assess Tactical Goals • Did we meet our tactical goals and did we do what we said? • Is it helping us move the needle? • Have we improved in the practices that will help us achieve our desired business outcomes? • Do we have organization constraints that are slowing us down?
- 29. Measure: Determine Lagging Indicators • Team and groups should proactively pick the metrics that will help them track their progress towards their desired outcomes so they can baseline and incrementally measure progress • Identify Lagging Indicators to see if your tactical improvements are moving the needle Measure Strategic Objectives Self- Assess Tactical Goals Time to Market Customer Satisfaction Employee Satisfaction Innovation Responsiveness Reliability Predictability Number of Releases ROI Attrition New Customer % Project/Product Cycle Time Escaped Defects in Prod On Time Delivery Rate Project/Product Cycle Time Feature Cycle Time Feature Cycle Time Number of Production Deployments # of Prod Deployments
- 30. Measure: Tracking Progress of Leading Indicators Measure Strategic Objectives Self- Assess Tactical Goals Track leading indicators to see if the team is progressing towards the goal
- 31. Measure: Track Progress of Lagging Indicators Measure Strategic Objectives Self- Assess Tactical Goals Track lagging indicators to see if the tactical improvement is leading to desired outcomes
- 32. Measure: Track Organization Patterns Measure Strategic Objectives Self- Assess Tactical Goals Look at patterns across the organization to identify possible organization constraints
- 33. Measure Strategic Objectives Self- Assess Tactical Goals Enterprise Unit Program Team Self Lean Agile Intelligence Improvement & Measurement Model: Enterprise Level
- 34. Improvement Model – Enterprise Level • Lean Agile Intelligence provides a platform that enables leadership to assess their Agility, and better understand changes necessary to achieve desired Business Outcomes Measure Strategic Objectives Self- Assess Tactical Goals Enterprise Unit Program Team Self • The Enterprise Agility Assessment can be conducted with leadership to identify what Agile and Lean Practices they want to adopt given their desired business outcomes • Team Assessments can then be deployed to teams so that patterns can be identified preventing the organization from reaching those goals
- 35. Legend for Agility Stage Impacted Business Outcome Average score (0-4) of all the practices that impact the business outcomes mapped to the LAI Agility Stages Hover to see the average score The percentages of practices in the assessment template that impact the business outcome Improvement Model – Enterprise Level
- 36. Improvement Model – Business Unit Level • Lean Agile Intelligence provides a holistic view to help determine if your organization is progressing towards its goals. Each team in a unit may use a different methodology or have different needs. By consolidating cross assessment and cross team results in a consumable and actionable format, organizational constraints, coaching needs, and investment opportunities can be identified. Measure Strategic Objectives Self- Assess Tactical Goals Enterprise Unit Program Team Self • Tailor team assessments unique to each teams methodology, objectives, and challenges using the Assessment Template Builder • Conduct Quarterly Assessments, resulting in Measureable Goals • Analyze constraint patterns across the organization that may be impacting teams
- 37. Improvement Model – Program Level • Large Enterprises often have several teams collaborating together on a large initiative. There are a number of Agile at Scale practices available that will help facilitate this arrangement and deliver value to the customer sooner. These Agile at Scale practices are part of our Practice Catalog and can be used to assess multiple teams and aggregate the results. Measure Strategic Objectives Self- Assess Tactical Goals Enterprise Unit Program Team Self • Tailor an assessments that includes both Agile at Scale and team practices • Conduct Quarterly Assessments, resulting in Measureable Goals for the program
- 38. Improvement Model – Self (Individual Role) Level • Do people have the training, knowledge, availability, and support they need to do their job effectively? What are the growth goals of each individual that will make them and their team better? Lean Agile Intelligence can be used to conduct individual self assessments. Measure Strategic Objectives Self- Assess Tactical Goals Organization Unit Program Team Self • Build Role Specific Assessments for POs, SMs, Team Members, and Leadership to identify areas individual growth
- 40. Setup: Simple Calculations vs Advanced Status • Simple: One level of Practice To Business Outcome impact. No weighting is applied in Practice to Business Outcome Impact Ratio calculation and Business Outcome aggregated scores. Business Outcome aggregated score is the average of all practices answered that impact the outcome. • Advanced: Three levels (Must Do Well, Should Do Well, Nice if Done Well) of Practice To Business Outcome impact. Weighting (Must Do Well (5x), Should Do Well (3X), Nice if Done Well (1X)) is applied in Practice to Business Outcome Impact Ratio calculation and Business Outcome Agility Stage average score. Business Outcome Agility Stage average score (0-4) is a weighted average that takes into account the number of practices that impact the outcome, the average agility stage vote for each practice, and the magnitude of the impact.
- 41. Strategic Objectives: Assessment Template Builder Measure Strategic Objectives Self- Assess Tactical Goals Add your own Custom Practices Select Practices For your Template Framework View of Practice Catalog Name of Template Open Existent Template Agility Dimensions: Practice Areas of Focus Magnitude of Impact to Outcome. In simple calculations, only Directly impacted is used Practice to Business Outcome Impact Ratio: Weighted Ratio of Practices in the Template that Impact the Business Outcome Impacted Outcomes Practices in Template Reference(s) Used To Create Practice Criteria Save an Existing Template and Customize it Hover over practice impact ratio to see a breakdown of the number of practices in the assessment template and the weighting impacting the outcome.
- 42. Strategic Objectives: Practice Criteria Measure Strategic Objectives Self- Assess Tactical Goals Magnitude of Impact to Outcome Impacted Outcomes Practice Name Agility Stages Agility Stage Criteria presented to the Team during “Self-Assessment” Copy & Customize Click a Practice to see the Criteria in each Agility Stage that will be presented to the Team during a Self-Assessment.