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Background                                                                                                               Current
                                                                                                                                                 • Why is this important?                                                                                                       • How do things work today?
                                                                                                                                                 • Why should the reader care about this situation and be motivated to participate in improving?                                • What is the problem?
                                                                                                                                                                                                                                                                                • Baseline Metrics?
                                                                                                                                                 Assessment Questions
                                                                                                                                                 1. Is there a clear theme for the problem report that reflects the contents?                                                    Assessment Questions
                                                                                                                                                 2. Is the topic relevant to the organization's objectives                                                                      Is the current condition clear and logically depicted in a visual manner?
                                                                                                                                                 3. Is there any other reason for working on this topic (e.g., learning purposes)?                                              How could the current condition be made clearer for the audience?
                                                                                                                                                                                                                                                                                Is the current condition depiction framing a problem or situation to be resolved?                                                                       energy
                                                                                                                                                                                                                                                                                What is the actual problem in the current condition?                                                                                                    up and down
                                                                                                                                                                                                                                                                                Are the facts of the situation clear, or are there just observations and opinions?                                       planningstart
                                                                                                                                                                                                                                                                                Is the problem quantified in some manner or is it too qualitative?                                                                d
                                                                                                                                                                                                                                                                                                                                                                                                         stop an



          Client Team in Focus                                                                                                                                                                                                                                                                                          focus
                                                                                                                                                                                                                                                                                                                        component
                                                                                                                                                                                                                                                                                                                                                                                                 goal
                                                                                                                                                                                                                                                                                                                                                                                                                                 done
                                                                                                                                                                                                                                                                                                                                                        team                                                                     when is good
                                                                                                                                                                                                                                                          process
                                                                                                                                                                                       team
                                                                                                                                                                                                               +                                  +                                                                                                    component *                               best object




                                                                                                                                                                                                                                                                          client
                                                                                                                                                                                                                                                                                                                                                                                                                                 enough
                                                                                                                                                                                                                                                      relatively recen
                                                                                                                                                                                      relatively newl
                                                                                                                                                                                                     y                   product                      agile adoption
                                                                                                                                                                                                                                                                      t                                                                                                                          best lib
                                                                                                                                                                                      formed                                                                                                                                                                                                     best grid
                                                                                                                                                                                                                         new product




                                                                                                                                                                                                                                                                          conn. plat. serv.
                                                                                                                                                                                                                                                                                                                                                      * team contain all the
                                                                                                                                                                                                                                                                                                                                                      skills necessary to
                                                                                                                                                                                                                                                                                                                      iteration                       resolve a client
                                                                                                                                                                                                                                                                                                                      6 weeks                         problem end-to-end                                                                        big picture
                                                                                                                                                                                                                                                                                                                                                                                                                                                not quite


                                                                                                                                                                                                                                                                                                                                                                                                               detail
                                                                                                                                                                                                                                                                                                                                                                                                               low level
                                                                                                                                                                                                                                                                                                                                                        planning
                                                                                                                                                                                                                                                                                                                                                               s
                                                                                                                                                                                                                                                                                                                                                         2+ week
                                                                                                                                                                                                                                                                                                                        exploratory                                                                                                      feedback

                                       A3 report: Iteration One                                                                                                                                                                                                                                                         new product                                                                                                      infrequent




Target                                                                                                                                           Root Cause Analysis                                                                                                      Experiments
• What outcomes are expected for what reasons?                                                                                                   • What is the root cause(s) of the problem?                                                                                    • Proposed experiment(s) to address each candidate root cause.
• What changes in metrics can be plausibly expected?                                                                                             • Use a simple problem analysis tool (e.g., 5 why’s, fishbone diagram, cause/effect network) to                                               [This should be a series of quick experiments to validate causal model analysis.]
                                                                                                                                                 • show cause-and-effect relationships.                                                                                         • Predicted results for each experiment.
Assessment Questions
1. Is there a clear goal or target?                                                                                                              Assessment Questions                                                                                                           Assessment Questions                                                                     3
2. What, specifically, is to be accomplished?                                                                                                     1. Is the analysis comprehensive at a broad level?                                                                             1. Are there clear experiments steps identified?                                                                  solving user problem
3. How will this goal be measured or evaluated?                                                                                                  2. Is the analysis detailed enough and did it probe deeply enough on the right issues?                                         2. Do the experiments link to the root cause of the problem?
                                                                                                                                                                                                                                                                                                                                                                             goal                outside-in thinking
4. What will improve, by how much, and when?                                                                                                     3. Is there evidence of proper five-whys thinking about the true cause?                                                         3. Are the experiments focused on the right areas?
                                                                                                                                                 4. Has cause and effect been demonstrated or linked in some manner?                                                            4. Who is responsible for doing what, by when (is 5Why-1How clear)                            team owns
                                                                                                                                                 5. Are all the relevant factors considered (human, machine, material, method,                                                  5. Will these action items prevent recurrence of the problem?                                 whole user         clear user problem for the team to solve
                                                                                                                                                 6. environment, measurement, and so on?                                                                                        6. Is the implementation order clear and reasonable?                                           problem           increased focus on client-side end-to-end needs
                                                                                                                                                 7. Do all those who will need to collaborate in implementing the experiments                                                   7. How will the effects of the experiments be verified?
                                                                                                                                                 8. agree on the cause/effect model reasoning?                                                                                                                                                                                                   whole team talk about user’s problem
                                                                                                                                                                                                                                                                                                                                                                                                 team understand what “done” means - when to stop
                                                                                                                                                                                                                                                                                                                                                                                                 team empowered to design, plan and solve problems creatively
                                                                                                                                                                                                                                                                           1
                                                                                                                                                                                                                                                                                                                        shorter iterations                                                       creative problem solving (e.g. thin slices) level tester workload
                                                                                                                                                                                                                                                                                                                        more frequent feedback




                                                                                                                                                                                                                                                                                                                                                                                  client
                                                                                                                                                                                                                                                                                                                                                                                                 product documentation can begin earlier
                                         solving                          playing to                                              energy                                                                                                                                                                                                                                                         minimize cross-team sync over-head and integration risks
                                                                                                                                                                                                                                                                                              feedback
   flow
   product
   development
                            =            problems
                                         together                +        strengths
                                                                          growing in
                                                                          capability
                                                                                                   +         planning and
                                                                                                                       ly
                                                                                                              effective y
                                                                                                              purposef
                                                                                                                        ull
                                                                                                                              +    used to add
                                                                                                                                  value and
                                                                                                                                  remove waste
                                                                                                                                                                                                                                                                                              6 weeks to 2
                                                                                                                                                                                                                                                                                               week
                                                                                                                                                                                                                                                                                                                         succeed/fail faster and learn quickly
                                                                                                                                                                                                                                                                                                                         smaller goal
                                                                                                                                                                                                              t?                           team not yet
                                                                                                                                                                                                      get wha
                                         we and us                                                                                                                                                                                                                                                                       sharper focus                                                           4


                                                                                                              Just in Time
                                                                                                                                                                                                      learning
                                                                                                                                                                                                                t
                                                                                                                                                                                                       how? bu hy?
                                                                                                                                                                                                                                 +         solving user
                                                                                                                                                                                                                                           problems
                                                                                                                                                                                                                                                                                                  6 weeks
                                                                                                                                                                                                                                                                                                                         improved transparency
                                                                                                                                                                                                                                                                                                                         increased sense of progress                                                 backwar
                                                                                                                                                                                                                                                                                                                                                                                                  think ou ds
                                                                                                                                                                                                                                                                                                                                                                                                                           clear outcome
                                                                                                                                                                                                                                                                                                                                                                                                                           set expectations
                                                                                                                                                                                                                                                                                                                                                                                                          tcome
                                                                                                              Just Enough
                                                                                                                                                                                                       miss ing w                         parts instead                                                                                                                                          first and
                                                                                                                                                                                                                                                                                                                                                                                                          plan
                                                                                                                                                                                                                                                                                                                                                                                                 back
                                                                                                                                                                                                                        new                                                                                                                                                                                                improve the focus of planning
                                                                                                                                                                                                                                                                                                                 2                                                                                                         identify risks - manage/mitigate/minimize
                                                                 B                                                                                                                                                                                                                                                                             look ahead together                                                         identify dependencies
                                                                                                                                                                                                                                                                                                                     prepare                   prep next iteration                                                         reduce overwork
                                                            D T                Business
                                                                               Design
                                                                                                                                                                                                                                                                                                 B                   introduce
                                                                               Technology                                                                                                                                                                                                                            backlog prep
                                                                                                                                                                                                                                                                                                                                               whole team aware of upcoming goal
                                                                                                                                                                                                                                                                                     D T                             meeting
                                                                                                                                                                                                                                                                                                                                               smoother prod. dev. flow - not so stop/start
                                                                                                                                                                                                                                                                                                                                               whole team better prepared for sprint planning                              one team        1      2     3     4
                                                                                                                                                                                                                                                                          Business
                                                                                                                                                                                                                                                                                                                                               enables more effective sprint planning meeting
                                                                                                                                                                                                                                                                          Design                                                               just in time and just enough planning
                                                                                                                                                                                                                                                                                                                                                                                                                     other teams           1
                                                                                                                                                                                                                                                                          Technology




Results                                                                                                                                          Follow-up
• Actual result of each experiment.                                                                                                              •   What have we learned that does or does not improve the situation?
• How does the system actually behave with the experiments that are being proposed for implementation in place?                                  •   In the light of the learning, what should be done?
                                                                                                                                                 •   How should the way we work or our standards be adjusted to reflect what we learned?
Assessment Questions                                                                                                                             •   What do we need to learn next?
1. How will you measure the effectiveness of the experiments?
2. Does the check item align with the previous goal statement?                                                                                   Assessment Questions
3. Has actual performance moved line with the goal statement?                                                                                    1. What is necessary to prevent recurrence of the problem?
4. If performance has not improved, then why? What was missed?                                                                                   2. What remains to be accomplished?
                                                                                                                                                 3. What other parts of the organization need to be informed of this result?
                                                                                                                                                 4. How will this be standardized and communicated?




                                                                                                                                                                                                                                                                                                                                                                                           .nu




                                                                                                                                                                                                                                                                                                  Tom Kealey
                                                                                                                                                                                                                                                                                                  Agile Coach and Visual Thinker

                                                                                                                                                                                                                                                                                                 +46 (0)73 8338 073 | tom@zerodegrees.nu | www.zerodegrees.nu | @tomkealey | linkedin.com/in/tomkealey

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A3 report sample

  • 1. Background Current • Why is this important? • How do things work today? • Why should the reader care about this situation and be motivated to participate in improving? • What is the problem? • Baseline Metrics? Assessment Questions 1. Is there a clear theme for the problem report that reflects the contents? Assessment Questions 2. Is the topic relevant to the organization's objectives Is the current condition clear and logically depicted in a visual manner? 3. Is there any other reason for working on this topic (e.g., learning purposes)? How could the current condition be made clearer for the audience? Is the current condition depiction framing a problem or situation to be resolved? energy What is the actual problem in the current condition? up and down Are the facts of the situation clear, or are there just observations and opinions? planningstart Is the problem quantified in some manner or is it too qualitative? d stop an Client Team in Focus focus component goal done team when is good process team + + component * best object client enough relatively recen relatively newl y product agile adoption t best lib formed best grid new product conn. plat. serv. * team contain all the skills necessary to iteration resolve a client 6 weeks problem end-to-end big picture not quite detail low level planning s 2+ week exploratory feedback A3 report: Iteration One new product infrequent Target Root Cause Analysis Experiments • What outcomes are expected for what reasons? • What is the root cause(s) of the problem? • Proposed experiment(s) to address each candidate root cause. • What changes in metrics can be plausibly expected? • Use a simple problem analysis tool (e.g., 5 why’s, fishbone diagram, cause/effect network) to [This should be a series of quick experiments to validate causal model analysis.] • show cause-and-effect relationships. • Predicted results for each experiment. Assessment Questions 1. Is there a clear goal or target? Assessment Questions Assessment Questions 3 2. What, specifically, is to be accomplished? 1. Is the analysis comprehensive at a broad level? 1. Are there clear experiments steps identified? solving user problem 3. How will this goal be measured or evaluated? 2. Is the analysis detailed enough and did it probe deeply enough on the right issues? 2. Do the experiments link to the root cause of the problem? goal outside-in thinking 4. What will improve, by how much, and when? 3. Is there evidence of proper five-whys thinking about the true cause? 3. Are the experiments focused on the right areas? 4. Has cause and effect been demonstrated or linked in some manner? 4. Who is responsible for doing what, by when (is 5Why-1How clear) team owns 5. Are all the relevant factors considered (human, machine, material, method, 5. Will these action items prevent recurrence of the problem? whole user clear user problem for the team to solve 6. environment, measurement, and so on? 6. Is the implementation order clear and reasonable? problem increased focus on client-side end-to-end needs 7. Do all those who will need to collaborate in implementing the experiments 7. How will the effects of the experiments be verified? 8. agree on the cause/effect model reasoning? whole team talk about user’s problem team understand what “done” means - when to stop team empowered to design, plan and solve problems creatively 1 shorter iterations creative problem solving (e.g. thin slices) level tester workload more frequent feedback client product documentation can begin earlier solving playing to energy minimize cross-team sync over-head and integration risks feedback flow product development = problems together + strengths growing in capability + planning and ly effective y purposef ull + used to add value and remove waste 6 weeks to 2 week succeed/fail faster and learn quickly smaller goal t? team not yet get wha we and us sharper focus 4 Just in Time learning t how? bu hy? + solving user problems 6 weeks improved transparency increased sense of progress backwar think ou ds clear outcome set expectations tcome Just Enough miss ing w parts instead first and plan back new improve the focus of planning 2 identify risks - manage/mitigate/minimize B look ahead together identify dependencies prepare prep next iteration reduce overwork D T Business Design B introduce Technology backlog prep whole team aware of upcoming goal D T meeting smoother prod. dev. flow - not so stop/start whole team better prepared for sprint planning one team 1 2 3 4 Business enables more effective sprint planning meeting Design just in time and just enough planning other teams 1 Technology Results Follow-up • Actual result of each experiment. • What have we learned that does or does not improve the situation? • How does the system actually behave with the experiments that are being proposed for implementation in place? • In the light of the learning, what should be done? • How should the way we work or our standards be adjusted to reflect what we learned? Assessment Questions • What do we need to learn next? 1. How will you measure the effectiveness of the experiments? 2. Does the check item align with the previous goal statement? Assessment Questions 3. Has actual performance moved line with the goal statement? 1. What is necessary to prevent recurrence of the problem? 4. If performance has not improved, then why? What was missed? 2. What remains to be accomplished? 3. What other parts of the organization need to be informed of this result? 4. How will this be standardized and communicated? .nu Tom Kealey Agile Coach and Visual Thinker +46 (0)73 8338 073 | tom@zerodegrees.nu | www.zerodegrees.nu | @tomkealey | linkedin.com/in/tomkealey