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subtitle style
AGILE FOR LEADERS AND EXECUTIVES:
HOW DOES AGILE ENABLE COMMANDER’S
INTENT?
Craeg Strong
CTO of Ariel Partners
www.arielpartners.com
29 August 2023 15:00 CDT
Montgomery Room 5
2
Aspects of Great Leaders
• Ability to Inspire Others with a Vision
• Aligning and Catalyzing Efforts
• Driving strategy
• Organizing Efforts; making efficient use of resources and processes
• Resolving Conflict
• Providing for career advice and advancement for direct reports
Management
• Ability to make decisions given imperfect knowledge
• Willingness to commit scarce resources that have alternative uses
• Ability to Inspire Others with a Vision
• Aligning and Catalyzing Efforts
• Driving strategy
Command
Leadership
3
Craeg Strong
u Software Development since 1988
u Large Commercial & Government Projects
u Leadership Coaching & Training
u Organizational Agility Coach
u DevSecOps Architect
u Certified Ethical Hacker
CTO, Ariel Partners
FLC/FLG AKC/AKT/KCP
,
CSM/CSP/CSPO,
ITILv3, PMI-ACP, PMP, CLP, SPC, CEH
ICP-ACC, ICP-ATF, PSM-II, PSK
cstrong@arielpartners.com
https://www.linkedin.com/in/cstrong
@ckstrong1
3
4
Agility for Operational Teams
People
Process
Technology
• Team Topologies
• Generalizing Specialists
• Cross-Functional Teams
• Kanban / Scrum
• Value Stream Management / Coordination
• Lean Product Management
• Kanban Boards
• DevSecOps Tools
5
What is Agile Leadership?
• Ability to Inspire Others with a Vision
• Aligning and Catalyzing Efforts
• Driving strategy
• Ability to Inspire Others with a Vision
• Aligning and Catalyzing Efforts
• Driving strategy
Leadership
6
What is Agile Leadership?
• Ability to Inspire Others with a Vision
• Aligning and Catalyzing Efforts
• Driving strategy
• Ability to Inspire Others with an Agile Vision
• Aligning and Catalyzing Agile Efforts
• Driving strategy with Agility
Leadership
u What does this mean?
u Why is it difficult? What are the barriers?
u What processes and tools can we apply?
u What mindsets and behaviors should we adopt?
7
DAF Strategic Objectives
Modernize In Theater Communications Infrastructure
Deploy OCONUS Cloud Computing Under Enterprise
Construct
Protect Data in the Cloud While Enabling
Information Sharing
Become a Data-Centric Organization that uses data
at speed and scale for operational advantage and
increased efficiency.
8
Three Critical Gaps
Outcomes
Actions Plans
The difference between
what we want people to
do and what they actually
do
Alignment Gap
The difference between what
we expect our actions to achieve
and what they actually achieve
Effects Gap
The difference between what
we would like to know
and what we actually know
Knowledge Gap
9
Primary Barrier: The Whirlwind
WHIRLWIND
Required to Maintain
The Operation
BREAKTHROUGH
Requiring a Change
In Behavior
NARROW
FOCUS HERE
10
Frameworks Versus Thinking Models
Comprehensive
frameworks
Thinking models
Step by Step Recipes Heuristics, Guidelines
Practices and roles
Rich, actionable
visualization
11
Observe
O
r
i
e
n
t
Decide
A
c
t
OODA
LOOP
A
c
t
Observe
Identify the Crux
Define Outcomes
Visualize Strategy
Orient
Indicators at Three
Horizons
Lead Measures
Context and Constraints
Act
Align Decisions with values
High trust Culture
Innovation thru
Experimentation
Decide
Agile Interactions
Across Silos
Visual Scoreboard
Solution Elements: OODA Loop
12
Observe
O
r
i
e
n
t
Decide
A
c
t
OODA
LOOP
A
c
t
Observe
Identify the Crux
Define Outcomes
Visualize Strategy
Orient
Indicators at Three
Horizons
Lead Measures
Context and Constraints
Act
Align Decisions with values
High trust Culture
Innovation thru
Experimentation
Decide
Agile Interactions
Across Silos
Visual Scoreboard
Solution Elements: OODA Loop
13
Clarifying Strategy: Identify the Crux
u We cannot achieve every goal
simultaneously
u Some goals conflict
u Understand the key challenges /
barriers
u Identify the “crux” or key leverage
point
u Solves a big problem
u Achievable given time, resources
CRUX
14
Measuring Success: Outputs Versus Outcomes
u Specific, non-binary
u Measurable
u Achievable
u Relevant
u Time-Bound
Complete all RMF
documentation for
Snowflake
Import all currently
available data sources into
Denodo
Achieve passing test report
for new cloud-centric data
mesh solution
House All F-xx airframe supply
chain information in single
online EBOM by Q2 2024
Secure five alternative
suppliers for at least 90% of
airframe fuel tanks by 2027
Shared battlespace across
OCONUS has weather, ground
cover, and supply info no more
than 5 seconds old by Q2 2026
Outputs Outcomes
15
Visualizing Strategy With OKRA
Strategy Board
Action
“What do we
need to do to
get there?”
Objective
“Where do we
Need to go?”
Key Result
“How do we know
we are getting
there?”
16
Strategy Board
Strategy Board
Visualizing Strategy With OKRA
Action
“What do we
need to do to
get there?”
Objective
“Where do we
Need to go?”
Key Result
“How do we know
we are getting
there?”
Action
“What do we
need to do to
get there?”
Wildly Important
Goal
“Where do we
Need to go?”
Shorter-Term
Key Result
“How do we know
we are getting
there?”
Longer-Term
Key Result
“How do we know
we are getting
there?”
Medium-Term
Key Result
“How do we know
we are getting
there?”
Q7
17
Summary: Visualizing Strategy
Wildly
Important
Goal
Become the leading
drone supplier in USA
for delivery of
essential goods to
remote areas
uBreak down the WIG into measurable outcomes at three horizons
uIdentify specific action(s) that will achieve the short-term outcome
uEach outcome acts as an indicator that we are making progress on
the WIG
uReview and adjust at least weekly
A drone cluster can carry
a payload that is bigger than
what a single drone can carry
18
Observe
O
r
i
e
n
t
Decide
A
c
t
OODA
LOOP
A
c
t
Observe
Identify the Crux
Define Outcomes
Visualize Strategy
Act
Align Decisions with values
High trust Culture
Innovation thru
Experimentation
Decide
Agile Interactions
Across Silos
Visual Scoreboard
Solution Elements: OODA Loop
Orient
Indicators at Three
Horizons
Lead Measures
Context and Constraints
19
Lead Measures
Lead Metric Hypothesis:
qIt will remove barriers
that prevent
achievement of
outcome
qIt is Influenceable
qPivot may be
necessary
Time
Approval
Delays
House All F-xx airframe
supply chain information in
single online EBOM by Q2
2024
Target Outcome
Develop New Cloud-Based
Integrated EBOM Software
Platform
Initiative
Lead Measure?
What historical barriers
exist that we can influence
in the short term?
Number of times approvals
are delayed for supplier
parts registrations
20
Strategy Board
Context and Constraints
Become a Data-Centric
Organization that uses
data at speed and scale
for operational advantage
and increased efficiency
Integrate all medical
bioeffects data sources
into the 711 HPW data
mesh by Q1 2024
Human Performance
Enhancement is able to
optimize response time to
high stress situation by
15% by Q2 2025
CONTEXT: Based on studies
performed in 2019, we
believe that focusing on high
stress situations is best place
to start
CONSTRAINTS:
(1) Not feasible if > $$$
(2) Algorithms cannot train on
PII or PHI
...
WIG Long-term outcome Med-term outcome
21
Observe
O
r
i
e
n
t
Decide
A
c
t
OODA
LOOP
A
c
t
Observe
Identify the Crux
Define Outcomes
Visualize Strategy
Orient
Indicators at Three
Horizons
Lead Measures
Context and Constraints
Act
Align Decisions with values
High trust Culture
Innovation thru
Experimentation
Solution Elements: OODA Loop
Decide
Agile Interactions
Across Silos
Visual Scoreboard
22
Agile Interactions Across Silos
Strategic Level Standup
qTeams
qValue Streams
qSend Delegates
23
Pharma Example
Revenue
from
Anti-Cancer
Doctor
Presentations
Week
Become leading
supplier of anti-
cancer drugs in
USA
Long-Term Goals
2023 - 2025
Wildly
Important
Goal
1 Year Outcomes
By 31 Dec 2023
< 3 Months
By 30 June 2023 Next
In
Progress
Measure
Success
New lymphoma
drug
to market
3 lymphoma
drugs in human
trials
5 lymphoma
drugs in animal
testing
Doctors have
40% better
awareness
Doctors prescribe
our drugs over
Competitor 20%
Doctor awareness
equals competition
QRS
Formula β Mutation
Testing
Social
Media
Campaign
New
absorption
coating
Equipment
in
repair
Week
Quarter
24
Linking Strategy to Value Streams
Wildly
Important
Goal
Ready Hypothesize Refine Explore Validate
Ready 4
Engineering
In
Progress
Internal
Test
Send
Out
Initiative
Nano
Particle
Selection
Business As
Usual
Initiative
β Mutation
Testing
β Mutation
Testing
25
Observe
O
r
i
e
n
t
Decide
A
c
t
OODA
LOOP
A
c
t
Observe
Identify the Crux
Define Outcomes
Visualize Strategy
Orient
Indicators at Three
Horizons
Lead Measures
Context and Constraints
Decide
Agile Interactions
Across Silos
Visual Scoreboard
Solution Elements: OODA Loop
Act
Align Decisions with values
High trust Culture
Innovation thru
Experimentation
26
Making Decisions Consistent with Values
We want a highly collaborative
and cooperative environment
Make progress with imperfect
information rather than delay
waiting for perfect information
We finish things with quality
and timeliness
Don’t accept lengthy
requirements gathering periods or
extended studies
Don’t spread your direct reports
across many efforts
simultaneously
Celebrate examples of cross-
functional or cross-vendor
collaboration
27
Agile Leaders Encourage Blameless Postmortems
uIncident is analyzed impartially
uNo punishment or retribution for participating staff
uReview assumptions and understanding
uFix the process
Cultivating a High Trust Culture: Blameless Postmortems
1. Root Cause Analysis
2. Identification of short, medium and long-term solutions
3. Goal: Make this kind of accident impossible in the future
Antifragile
Organization
28
Timeboxed experiments to prove or disprove hypotheses
u understand whether a new product or service idea is fit for purpose
u Test out a new user experience branding with users
u Check if new technology will meet performance or integration expectations
u See if an existing component can be easily adapted for a new purpose
Pivot before wasting efforts
u Measure number of experiments for all kinds of teams
u Ensure teams conduct experiments every cycle
u Encourage lunch and learns about past experiments
u Celebrate both positive and negative outcomes
in both cases we learn!
Encouraging Innovation through Experimentation
Wright brothers used gliders to experiment
with techniques for improving control
29
Observe
O
r
i
e
n
t
Decide
A
c
t
OODA
LOOP
A
c
t
Solution Elements: OODA Loop
Act
Align Decisions with values
High trust Culture
Innovation thru
Experimentation
Decide
Agile Interactions
Across Silos
Visual Scoreboard
Orient
Indicators at Three
Horizons
Lead Measures
Context and Constraints
Observe
Identify the Crux
Define Outcomes
Visualize Strategy
30
Leadership Agility with Flight Levels
31
Summary (1/2)
u Leadership Agility Solves Problems Agile teams CANNOT solve alone
§ Knowledge Gap, Alignment Gap, and Effects Gap
§ Whirlwind
u Leadership Agility Involves a Changes Across all aspects of
leadership, management, and command
§ Applying Lean Discipline to identify the Crux of the strategy
§ Act on a Common Strategic Picture
§ Actively participate in Strategy as the evolution of a central idea through continually
changing circumstances
§ Cultivating a high trust culture
32
Summary (2/2)
u Flight Levels Thinking Model Powers Organizational Agility
§ Effective visualizations across three levels: Strategy, Coordination, Operations
§ Strategic Boards tie objectives to outcomes, and outcomes to tangible, concrete actions
§ Set of heuristics, guidelines, and visualizations, not prescriptive recipes
§ Evolutionary approach to continuous improvement
u Most Important Elements for Leading with Agility
§ Codify values, and ensure decisions and actions align
§ Maintain strategy as a living breathing thing; every member of the organization participates
33
Learn More
https://www.arielpartners.com/capabilities-statement
https://www.arielpartners.com/upcoming-courses
https://www.arielpartners.com/flight-levels
ENTERPRISE KANBAN FOR
AGILE TRANSFORMATION
& LEADERSHIP
UPCOMING
TRAINING
ABOUT
ARIEL

20230829 DAFITC 2023 Agile For Leaders And Executives

  • 1.
    Click to editMaster subtitle style AGILE FOR LEADERS AND EXECUTIVES: HOW DOES AGILE ENABLE COMMANDER’S INTENT? Craeg Strong CTO of Ariel Partners www.arielpartners.com 29 August 2023 15:00 CDT Montgomery Room 5
  • 2.
    2 Aspects of GreatLeaders • Ability to Inspire Others with a Vision • Aligning and Catalyzing Efforts • Driving strategy • Organizing Efforts; making efficient use of resources and processes • Resolving Conflict • Providing for career advice and advancement for direct reports Management • Ability to make decisions given imperfect knowledge • Willingness to commit scarce resources that have alternative uses • Ability to Inspire Others with a Vision • Aligning and Catalyzing Efforts • Driving strategy Command Leadership
  • 3.
    3 Craeg Strong u SoftwareDevelopment since 1988 u Large Commercial & Government Projects u Leadership Coaching & Training u Organizational Agility Coach u DevSecOps Architect u Certified Ethical Hacker CTO, Ariel Partners FLC/FLG AKC/AKT/KCP , CSM/CSP/CSPO, ITILv3, PMI-ACP, PMP, CLP, SPC, CEH ICP-ACC, ICP-ATF, PSM-II, PSK cstrong@arielpartners.com https://www.linkedin.com/in/cstrong @ckstrong1 3
  • 4.
    4 Agility for OperationalTeams People Process Technology • Team Topologies • Generalizing Specialists • Cross-Functional Teams • Kanban / Scrum • Value Stream Management / Coordination • Lean Product Management • Kanban Boards • DevSecOps Tools
  • 5.
    5 What is AgileLeadership? • Ability to Inspire Others with a Vision • Aligning and Catalyzing Efforts • Driving strategy • Ability to Inspire Others with a Vision • Aligning and Catalyzing Efforts • Driving strategy Leadership
  • 6.
    6 What is AgileLeadership? • Ability to Inspire Others with a Vision • Aligning and Catalyzing Efforts • Driving strategy • Ability to Inspire Others with an Agile Vision • Aligning and Catalyzing Agile Efforts • Driving strategy with Agility Leadership u What does this mean? u Why is it difficult? What are the barriers? u What processes and tools can we apply? u What mindsets and behaviors should we adopt?
  • 7.
    7 DAF Strategic Objectives ModernizeIn Theater Communications Infrastructure Deploy OCONUS Cloud Computing Under Enterprise Construct Protect Data in the Cloud While Enabling Information Sharing Become a Data-Centric Organization that uses data at speed and scale for operational advantage and increased efficiency.
  • 8.
    8 Three Critical Gaps Outcomes ActionsPlans The difference between what we want people to do and what they actually do Alignment Gap The difference between what we expect our actions to achieve and what they actually achieve Effects Gap The difference between what we would like to know and what we actually know Knowledge Gap
  • 9.
    9 Primary Barrier: TheWhirlwind WHIRLWIND Required to Maintain The Operation BREAKTHROUGH Requiring a Change In Behavior NARROW FOCUS HERE
  • 10.
    10 Frameworks Versus ThinkingModels Comprehensive frameworks Thinking models Step by Step Recipes Heuristics, Guidelines Practices and roles Rich, actionable visualization
  • 11.
    11 Observe O r i e n t Decide A c t OODA LOOP A c t Observe Identify the Crux DefineOutcomes Visualize Strategy Orient Indicators at Three Horizons Lead Measures Context and Constraints Act Align Decisions with values High trust Culture Innovation thru Experimentation Decide Agile Interactions Across Silos Visual Scoreboard Solution Elements: OODA Loop
  • 12.
    12 Observe O r i e n t Decide A c t OODA LOOP A c t Observe Identify the Crux DefineOutcomes Visualize Strategy Orient Indicators at Three Horizons Lead Measures Context and Constraints Act Align Decisions with values High trust Culture Innovation thru Experimentation Decide Agile Interactions Across Silos Visual Scoreboard Solution Elements: OODA Loop
  • 13.
    13 Clarifying Strategy: Identifythe Crux u We cannot achieve every goal simultaneously u Some goals conflict u Understand the key challenges / barriers u Identify the “crux” or key leverage point u Solves a big problem u Achievable given time, resources CRUX
  • 14.
    14 Measuring Success: OutputsVersus Outcomes u Specific, non-binary u Measurable u Achievable u Relevant u Time-Bound Complete all RMF documentation for Snowflake Import all currently available data sources into Denodo Achieve passing test report for new cloud-centric data mesh solution House All F-xx airframe supply chain information in single online EBOM by Q2 2024 Secure five alternative suppliers for at least 90% of airframe fuel tanks by 2027 Shared battlespace across OCONUS has weather, ground cover, and supply info no more than 5 seconds old by Q2 2026 Outputs Outcomes
  • 15.
    15 Visualizing Strategy WithOKRA Strategy Board Action “What do we need to do to get there?” Objective “Where do we Need to go?” Key Result “How do we know we are getting there?”
  • 16.
    16 Strategy Board Strategy Board VisualizingStrategy With OKRA Action “What do we need to do to get there?” Objective “Where do we Need to go?” Key Result “How do we know we are getting there?” Action “What do we need to do to get there?” Wildly Important Goal “Where do we Need to go?” Shorter-Term Key Result “How do we know we are getting there?” Longer-Term Key Result “How do we know we are getting there?” Medium-Term Key Result “How do we know we are getting there?” Q7
  • 17.
    17 Summary: Visualizing Strategy Wildly Important Goal Becomethe leading drone supplier in USA for delivery of essential goods to remote areas uBreak down the WIG into measurable outcomes at three horizons uIdentify specific action(s) that will achieve the short-term outcome uEach outcome acts as an indicator that we are making progress on the WIG uReview and adjust at least weekly A drone cluster can carry a payload that is bigger than what a single drone can carry
  • 18.
    18 Observe O r i e n t Decide A c t OODA LOOP A c t Observe Identify the Crux DefineOutcomes Visualize Strategy Act Align Decisions with values High trust Culture Innovation thru Experimentation Decide Agile Interactions Across Silos Visual Scoreboard Solution Elements: OODA Loop Orient Indicators at Three Horizons Lead Measures Context and Constraints
  • 19.
    19 Lead Measures Lead MetricHypothesis: qIt will remove barriers that prevent achievement of outcome qIt is Influenceable qPivot may be necessary Time Approval Delays House All F-xx airframe supply chain information in single online EBOM by Q2 2024 Target Outcome Develop New Cloud-Based Integrated EBOM Software Platform Initiative Lead Measure? What historical barriers exist that we can influence in the short term? Number of times approvals are delayed for supplier parts registrations
  • 20.
    20 Strategy Board Context andConstraints Become a Data-Centric Organization that uses data at speed and scale for operational advantage and increased efficiency Integrate all medical bioeffects data sources into the 711 HPW data mesh by Q1 2024 Human Performance Enhancement is able to optimize response time to high stress situation by 15% by Q2 2025 CONTEXT: Based on studies performed in 2019, we believe that focusing on high stress situations is best place to start CONSTRAINTS: (1) Not feasible if > $$$ (2) Algorithms cannot train on PII or PHI ... WIG Long-term outcome Med-term outcome
  • 21.
    21 Observe O r i e n t Decide A c t OODA LOOP A c t Observe Identify the Crux DefineOutcomes Visualize Strategy Orient Indicators at Three Horizons Lead Measures Context and Constraints Act Align Decisions with values High trust Culture Innovation thru Experimentation Solution Elements: OODA Loop Decide Agile Interactions Across Silos Visual Scoreboard
  • 22.
    22 Agile Interactions AcrossSilos Strategic Level Standup qTeams qValue Streams qSend Delegates
  • 23.
    23 Pharma Example Revenue from Anti-Cancer Doctor Presentations Week Become leading supplierof anti- cancer drugs in USA Long-Term Goals 2023 - 2025 Wildly Important Goal 1 Year Outcomes By 31 Dec 2023 < 3 Months By 30 June 2023 Next In Progress Measure Success New lymphoma drug to market 3 lymphoma drugs in human trials 5 lymphoma drugs in animal testing Doctors have 40% better awareness Doctors prescribe our drugs over Competitor 20% Doctor awareness equals competition QRS Formula β Mutation Testing Social Media Campaign New absorption coating Equipment in repair Week Quarter
  • 24.
    24 Linking Strategy toValue Streams Wildly Important Goal Ready Hypothesize Refine Explore Validate Ready 4 Engineering In Progress Internal Test Send Out Initiative Nano Particle Selection Business As Usual Initiative β Mutation Testing β Mutation Testing
  • 25.
    25 Observe O r i e n t Decide A c t OODA LOOP A c t Observe Identify the Crux DefineOutcomes Visualize Strategy Orient Indicators at Three Horizons Lead Measures Context and Constraints Decide Agile Interactions Across Silos Visual Scoreboard Solution Elements: OODA Loop Act Align Decisions with values High trust Culture Innovation thru Experimentation
  • 26.
    26 Making Decisions Consistentwith Values We want a highly collaborative and cooperative environment Make progress with imperfect information rather than delay waiting for perfect information We finish things with quality and timeliness Don’t accept lengthy requirements gathering periods or extended studies Don’t spread your direct reports across many efforts simultaneously Celebrate examples of cross- functional or cross-vendor collaboration
  • 27.
    27 Agile Leaders EncourageBlameless Postmortems uIncident is analyzed impartially uNo punishment or retribution for participating staff uReview assumptions and understanding uFix the process Cultivating a High Trust Culture: Blameless Postmortems 1. Root Cause Analysis 2. Identification of short, medium and long-term solutions 3. Goal: Make this kind of accident impossible in the future Antifragile Organization
  • 28.
    28 Timeboxed experiments toprove or disprove hypotheses u understand whether a new product or service idea is fit for purpose u Test out a new user experience branding with users u Check if new technology will meet performance or integration expectations u See if an existing component can be easily adapted for a new purpose Pivot before wasting efforts u Measure number of experiments for all kinds of teams u Ensure teams conduct experiments every cycle u Encourage lunch and learns about past experiments u Celebrate both positive and negative outcomes in both cases we learn! Encouraging Innovation through Experimentation Wright brothers used gliders to experiment with techniques for improving control
  • 29.
    29 Observe O r i e n t Decide A c t OODA LOOP A c t Solution Elements: OODALoop Act Align Decisions with values High trust Culture Innovation thru Experimentation Decide Agile Interactions Across Silos Visual Scoreboard Orient Indicators at Three Horizons Lead Measures Context and Constraints Observe Identify the Crux Define Outcomes Visualize Strategy
  • 30.
  • 31.
    31 Summary (1/2) u LeadershipAgility Solves Problems Agile teams CANNOT solve alone § Knowledge Gap, Alignment Gap, and Effects Gap § Whirlwind u Leadership Agility Involves a Changes Across all aspects of leadership, management, and command § Applying Lean Discipline to identify the Crux of the strategy § Act on a Common Strategic Picture § Actively participate in Strategy as the evolution of a central idea through continually changing circumstances § Cultivating a high trust culture
  • 32.
    32 Summary (2/2) u FlightLevels Thinking Model Powers Organizational Agility § Effective visualizations across three levels: Strategy, Coordination, Operations § Strategic Boards tie objectives to outcomes, and outcomes to tangible, concrete actions § Set of heuristics, guidelines, and visualizations, not prescriptive recipes § Evolutionary approach to continuous improvement u Most Important Elements for Leading with Agility § Codify values, and ensure decisions and actions align § Maintain strategy as a living breathing thing; every member of the organization participates
  • 33.