This document discusses strategies for organizational scaling, including defining a strategic intent, using a deployment canvas and X-matrix to coordinate strategies and implementation plans, conducting catchball planning sessions to align stakeholders, and establishing coordination mechanisms like roadmaps. It also references Bungay's three gaps in planning and addresses establishing roadmap metrics like option churn to measure progress.

1. “Scaling”...You keep using
that word.
I don’t think it means
what you think it means.
Cat Swetel & Matt Barcomb
@catswetel @mattbarcombSCALING
@catswetel @mattbarcomb#lascot15 @catswetel @mattbarcomb

2. “Scaling”...You keep using
that word.
I don’t think it means
what you think it means.
Cat Swetel & Matt Barcomb
@catswetel @mattbarcombSCALING
@catswetel @mattbarcomb#lascot15 @catswetel @mattbarcomb
Spreading
Coordination
Alignment

3. How many orgs
do strategy
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4. Intent Plan
@catswetel @mattbarcomb#lascot15 @catswetel @mattbarcomb
Alignment

5. Actions
Outcomes
Plans
Bungay’s 3 Gaps
Knowledge Gap
like to know
vs
actually know
Alignment Gap
want to do
vs
actually do
Effects Gap
expect to achieve
vs
actually achieve
#lascot15 @catswetel @mattbarcomb

6. Actions
Outcomes
Plans
Usual Reactions
Knowledge Gap
more detailed
information
Effects Gap
more detailed
control
Alignment Gap
more detailed
instructions
#lascot15 @catswetel @mattbarcomb

7. GoalNow Obstacles
Enabling
Constraints
Success
Stories
Failure
Stories
Specific
Freedoms
Create a strategic intent (for the enterprise)
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8. Goal
Create a strategic intent (for the enterprise)
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9. Now
Create a strategic intent (for the enterprise)
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10. Obstacles
Create a strategic intent (for the enterprise)
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11. Enabling
Constraints
Create a strategic intent (for the enterprise)
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12. Success
Stories
Create a strategic intent (for the enterprise)
#lascot15 @catswetel @mattbarcomb

13. Specific
Freedoms
Create a strategic intent (for the enterprise)
#lascot15 @catswetel @mattbarcomb

14. Failure
Stories
Create a strategic intent (for the enterprise)
#lascot15 @catswetel @mattbarcomb

15. Write it out
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16. Ritual dissent
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17. Strategic
roughly yearly planning cycle
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Experiment Sizing
Tactical
Tactical
Tactical
Operational
3-4 months
Tactical
Tactical
Tactical
Operational
3-4 months
Tactical
Tactical
Tactical
Operational
3-4 months
Tactical
Tactical
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18. Play catchball
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19. x matrix tip to karl
@catswetel @mattbarcomb#lascot15 @catswetel @mattbarcomb

20. x matrix tip to karl
@catswetel @mattbarcomb#lascot15 @catswetel @mattbarcomb
1.
Results we hope to
achieve
2.
Strategies
we use to
achieve
those
results.
3.
What we’ll do to
implement the
strategies
4.
Indicators
of
improvement.
5.
People and
teams who
make it
happen.

21. Coordination
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22. Team A
Team B
A starting structure
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23. Team A
Team B
Readiness
Infras
Readiness &
Infrastructure
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24. Team A
Team B
Readiness
Infras
On
Horizon
Coming
Soon
Up
Next
Current
Goal
In
Use
Time-based flow
#lascot15 @catswetel @mattbarcomb

25. Team A
Team B
Readiness
Infras
On
Horizon
Coming
Soon
Up
Next
Current
Goal
In
Use
HBD
Here be dragons!
#lascot15 @catswetel @mattbarcomb

26. Team A
Team B
Readiness
Infras
On
Horizon
Coming
Soon
Up
Next
Current
Goal
In
Use
HBD
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
Define explicit policies
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27. Team A
Team B
Readiness
Infras
On
Horizon
Coming
Soon
Up
Next
Current
Goal
In
Use
HBD
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
12 22
Limit work in progress
#lascot15 @catswetel @mattbarcomb

28. Roadmap metrics:
Cycle/Lead Time
Lead Time
Cycle Time
Team A
Team B
Readiness
Infras
On
Horizon
Coming
Soon
Up
Next
Current
Goal
In
Use
HBD
DISCLAIMER: This is just an example.
#lascot15 @catswetel @mattbarcomb

29. Visualizing
Cycle/Lead Time
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30. Team A
Team B
Readiness
Infras
On
Horizon
Coming
Soon
Up
Next
Current
Goal
In
Use
HBD
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
Roadmap metrics:
Option Churn
80% 50% 20%
#lascot15 @catswetel @mattbarcomb

31. Plan vs. intent
Bungay’s 3 gaps
Deployment Canvas & X-Matrix
Catchball & back-brief
Coordination & roadmaps
Roadmap Metrics
What we covered
#lascot15 @catswetel @mattbarcomb

32. Questions?
Cat Swetel Matt Barcomb
@catswetel @mattbarcomb