Facilitating Chartering Activities
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This is a presentation to a webinar about facilitation of chartering activities. The content is the following Project Chartering Activities What is project charter; Why it is necessary; How to create it using World Café technique; Team Chartering Activities What is team charter; Why it is necessary; How to create it using Mindmap technique;
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Facilitating Chartering Activities
- 3. www.luxoft.com Introduction Svetlana Mukhina ICAgile ICP, ICP-ATF, ICP-BVA, PSM I Agile and Career Coach at Luxoft Agile Practice Experience: 12+ years in IT, Project and department management, Computer Linguistics, Technical Writing, Quality Assurance Interests: Project management, Agile transformation, Career and performance coaching, Psychology Hobbies: Horse riding, music, poker, travelling Linkedin: https://www.linkedin.com/in/svetlanamukhina
- 4. www.luxoft.com Session Plan Project Charter What, Who, Why, When Data structuring and visualization formats World Café technique Team Charter What, Who, Why, When Mind-Mapping Q/A Materials for further reading and watching; Attendance code;
- 5. www.luxoft.com Project Charter What: A project charter is a statement of the scope, objectives, and participants in a project. It provides a preliminary vision of roles and responsibilities, outlines the project objectives, identifies the main stakeholders, and defines the authority of the project manager. It serves as a reference of authority for the future of the project. Who: The charter is usually created by the sponsor(s). The project charter should be issued by someone external to the project team and at the appropriate organizational level to satisfy the needs of the project. Why: It helps executives to see the business value of the project .They can also reference the charter to understand how well the project is aligned with the organizational strategies . When: At project initiation phase
- 8. www.luxoft.com Project Charter Diagram Project Charter Scope Business Case Financial Benefits Minimum Viable Product Mission Vision Goal Statement Timeframe Milestones Start/Stop Points Release Plan People Stakeholders Internal External Delivery Roles and Responsibil ities Contact Map Third- Parties Risks Metrics Priorities Assumptions
- 9. www.luxoft.com Using Charts and Diagrams for Data Visualization
- 10. www.luxoft.com More Information on Data Visualization Tools and Techniques For non-Luxoft https://www.linkedin.com/pulse/20141202230246-48371619-follow-up-on-the-webinar-the-power-on- visualization For Luxoft https://sentinel2.luxoft.com/sen/wiki/pages/viewpage.action?pageId=408849364
- 11. www.luxoft.com Home and Away (World Café)
- 12. www.luxoft.com World Café How To Purpose: • Collaborative dialog • Connection of diverse perspective • Team-building Do • Clarify the Context • Create Hospitable Space • Focus on What Matters • Listen to Understand • Link and Connect Ideas • Encourage Contribution • Share Collective Discoveries • Draw, doodle, • Have Fun Don’t • Does not work well for small (8-10 people) groups • Requires at least 3 groups of 4 people each • Stop chaotic movement from table to table, the teams should act synchronously Usage • During multi-teams collaboration sessions (PBR, Planning, Retro) • For knowledge sharing sessions • As a team-building activity, discussion of a book, event, movie
- 13. www.luxoft.com Team Charter What: This document provides a common understanding of how the Team “runs it’s business.” The charter can be used as a discussion guide on team composition, operations and goals. Who: Team members and sponsor(s) Why: On the one hand it serves as a source for the team members to illustrate the focus and direction of the team. On the other hand, it educates others (e.g. sponsors, managers, third-party team) providing them information about the team purpose(s) When: At a forming stage of a team. Although it should be reviewed on a regular basis to ensure that it is reflective of what the team is doing or will be doing in the future.
- 14. www.luxoft.com
- 17. www.luxoft.com Mind-Mapping How To Purpose: • Information visualization and structuring • New way of thinking • Unlock creativity Do • Start with center topic • Use images/symbols • Select key words • The lines should be connected • Use multiple colors and lines thickness • Keep the mind map clear by using radial hierarchy Don’t • When you don’t want to focus on ideas/concepts connections • It can’t incorporate large chunks of text • It is not the fastest way to structure information • In case of map personalization it can be difficult for others to understand what it is about • If you are a linear thinker • When you don’t have enough space for drawing Usage • Preparation for presentations, work- shops, trainings • Group meetings for problem solving • Retrospective event • Project scope roadmap • Project structure diagram (teams, projects, deliverables, stakeholders, milestones) • Note taking • Summarization • Brainstorming and collaboration • Collecting information
- 18. www.luxoft.com Ground Rules / Team Principles with Dilts Pyramid
- 19. www.luxoft.com Recommended Materials Greatest book on facilitation, applicable not only for Agile team, it’s #1 to read for any facilitator - http://www.amazon.com/Facilitators-Guide-Participatory-Decision-Making-Kaner/dp/0787982660 Retromat – cookbook on Retro facilitation, they provide step-by-step scenarios for Retros facilitation - http://plans-for-retrospectives.com/ Video to learn graphic facilitation - https://www.youtube.com/watch?v=S5DJC6LaOCI Post about tools (not techniques) for distributed teams facilitation http://www.luxoft.com/blog/smukhina/tools-for-collaboration-in-distributed-teams/ Video on empathy that is one of the Servant Leader qualities - https://www.youtube.com/watch?v=1Evwgu369Jw Face2Face training ICAgile Certified Professional - Agile Team Facilitation, apply to it by sending me email smukhina@luxoft.com [title “Facilitation training”, body “I wish to participate” or/and any questions ]
- 20. www.luxoft.com Recommended Materials Recordings and presentations of my webinars on facilitation: How to facilitate product backlog refinement sessionshttps://www.linkedin.com/pulse/recording-webinar-how-facilitate- product-backlog-svetlana How to facilitate meetings, Scrum events and group discussions https://www.linkedin.com/pulse/how-facilitate-meetings- scrum-events-group-svetlana Agile Team Facilitator Mindset & Behaviourhttps://www.linkedin.com/pulse/recording-webinar-agile-team-facilitator- mindset-svetlana Facilitation and Facilitator Stancehttps://www.linkedin.com/pulse/recording-webinar-facilitation-facilitator-stance-svetlana The Power on Visualizationhttps://www.linkedin.com/pulse/20141202230246-48371619-follow-up-on-the-webinar-the- power-on-visualization Designing Meetings for Collaboration https://www.linkedin.com/pulse/what-required-effective-collaboration-svetlana Silent voting technique https://www.linkedin.com/pulse/20140415193826-48371619-easy-way-to-make-a-discussion- effective
- 21. www.luxoft.com Available Services of Agile Practice ICAgile Certified Professional - Agile Fundamentals https://icagile.com/icagile-certified-professional ICAgile Certified Professional - Business Value Analysis https://icagile.com/icp-business-value-analysis ICAgile Certified Professional - Agile Team Facilitation https://icagile.com/icp-agile-team-facilitation Professional Scrum Master https://www.scrum.org/Courses/Professional-Scrum-Master Custom Workshops: • Coaching and self-coaching; • Agile project management; • Agile project metrics; • Motivation models; • Feedback gathering; • etc.
- 22. www.luxoft.com How-to-apply for Face-to-Face Trainings and Workshops Specify request for Agile Education Learning objectives Time period Location Send the request to Agile Practice [smukhina@luxoft.com] Follow the instructions provided by Agile Practice on response to your request
Editor's Notes
- The process of chattering is even more important then the final chatter itself http://www.isixsigma.com/tools-templates/project-charter/six-sigma-project-charter-vital-control-document/ http://www.isixsigma.com/tools-templates/project-charter/six-sigma-project-charter/ http://guide.agilealliance.org/guide/project-chartering.html http://www.projecttimes.com/robert-galen/agile-chartering-beginning-with-the-end-in-mind.html Exercise: Ask the group to split into 2-3 groups Each group should prepare a list of questions to ask to explore each chatter topic in details. 3 question for each topic Ask team participants one by one to read the questions aloud to share the questions with the participants from other team(s)
- The knowledge café method has multiple origins with links to other related methods such as The World Cafe. Elizabeth Lank developed the concept creating a physical and mobile cafe area in the 1990s. It has been popularised by Charles Savage[1] and Entovation International [2] and in recent years by David Gurteen, a UK-based consultant specialising in knowledge management. Eunika Mercier-Laurent uses a similar principle for her Innovation cafés.[3]
- Online mindmap tools (use online tools to facilitate sessions for distributed teams). Mention about other online tools for team work facilitation. https://www.text2mindmap.com/ http://drichard.org/mindmaps/#
- Tony Buzan, Author, educationalist and the creator of Mind Mapping (R) A mind map is a diagram used to visually outline information. A mind map is often created around a single word or text, placed in the center, to which associated ideas, words and concepts are added. Major categories radiate from a central node, and lesser categories are sub-branches of larger branches. Categories can represent words, ideas, tasks, or other items related to a central key word or idea. Guidelines for creating mind maps: Start in the center with an image of the topic, using at least 3 colors. Use images, symbols, codes, and dimensions throughout your mind map. Select key words and print using upper or lower case letters. Each word/image is best alone and sitting on its own line. The lines should be connected, starting from the central image. The central lines are thicker, organic and thinner as they radiate out from the center. Use multiple colors throughout the mind map, for visual stimulation and also to encode or group. Develop your own personal style of mind mapping. Use emphasis and show associations in your mind map. Keep the mind map clear by using radial hierarchy, numerical order or outlines to embrace your branches.
- Visualization