Jonathan Smart gave a presentation on implementing agile transformations and continuous compliance. Some key points included: 1) When transforming, focus on outcomes like value, quality, happiness, and safety rather than mandating a specific methodology. Give people a voice and invite participation rather than inflicting change. 2) Take a whole enterprise approach and view the organization as a network of interdependent services focused on strategic objectives and delivering value. 3) Implement continuous compliance and lean portfolio management to ensure the right work is being done while still meeting compliance requirements. 4) Use hypothesis-driven investment and quarterly business outcomes with rolling waves to incrementally build business cases and focus on learning over sunk costs.

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Jonathan Smart @jonsmart Lean Kanban Central Europe, 6th Nov 2018
Better Value Sooner Safer Happier

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Intro

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Lessons Learnt

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Want to do an Agile Transformation?
Don’t
Focus on Outcomes
Flow, Quality, Happiness, Safety, Value
Be the best at being better

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Better Products Faster
Safer Happier
From Productivity to Value-tivity
Value Sooner

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Want to Mandate One Way™?
Don’t
Invite over inflict
Complex Adaptive System
Give People a VOICE

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Respond
SenseProbe
Coaching & Support
Intent Based Leadership
Outcomes
&
Purpose
Values
&
Principles
Values & Principles
Outcomes
Intent Based Leadership
Coaching & Support
Experimentation
V
O
I
C
E

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Whole Enterprise Agility
“A system of local optimums is not an optimum system”
Goldratt
The speed and effectiveness with which an organisation can
generate new insights, adapt and respond to them
Network of Interdependent Services
Purpose driven, self managing, Shape Shifters

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The Kanban Lens
A way to see…
work as
workflow as
knowledge work as
organisations as
flow
knowledge discovery steps
a service
a network of services

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Continuous Compliance
(do the thing right)
Lean Portfolio Management
(do the right thing)

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Continuous Compliance
(do the thing right)

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Cows in the Meadow Game
Draw a beautiful summer meadow with blue and red flowers in
green grass, some cows and birds under a shining sun

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Control Tribes
From To
e.g.
InfoSec
Data
Privacy
Fraud

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Control Tribes
To
Multi-disciplinary, Value Stream
Early & Often Engagement
Long lived, by Value Stream
Engagement health andon cord
Conversation
Quarterly Business Outcomes
From è
Aligned by role è
Early & Late Engagement è
Time-sliced è
Engagement via email è
Contract è
Linear Project è

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Continuous Compliance

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Lean Portfolio Management
(do the right thing)

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Strategic Objective (multi-year, e.g. BU vision or very large programme such as Brexit)
Portfolio Objective (<3 years)
Portfolio Epic (<12 months)
Business
Outcome
(<3 months)
Feature
(<1 month)
Feature
(<1 month)
Feature
(<1 month)
Business
Outcome
(<3 months)
Feature
(<1 month)
Feature
(<1 month)
Portfolio Objective (<3 years)
Portfolio Epic (<12 months)Portfolio Epic (<12 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Feature
(<1 month)
Feature
(<1 month)
Feature
(<1 month)
Feature
(<1 month)
Feature
(<1 month)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Feature
(<1 month)
Feature
(<1 month)
Feature
(<1 month)
Feature
(<1 month)
Feature
(<1 month)
Story
Story
Story
CD
In Progress

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Service(e.g.EquityTrading)Service(e.g.Fraud)
Horizontal:
Delivery via
Services with
long lived
Products and
long lived
Teams
Vertical: Initiatives
Strategic Objective (multi-year)
Portfolio Objective (<3 year)
Portfolio Epic (<12 months)Portfolio Epic (<12 months)
Q2 Q1 Q2Q1
Service (e.g. Risk Management)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Service (e.g. Fraud)
Service (e.g. Market Making)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Business
Outcome
(<3 months)
Product (Platform)
Product (Platform)
Product (Platform)
Product (Platform)
Product (Platform)
Team Alpha
Team Bravo
Team Charlie
Team Delta
Team Echo

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Business Outcomes:
Hypothesis Driven Investment

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We believe <this capability>
Will result in <this outcome>
We’ll know we’re successful when
Key Result 1
Key Result 2
Key Result 3
Business Outcomes:
Hypothesis Driven Investment

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Quarterly Business Outcomes over Milestones
Rolling Wave over Annual
Outcome Key Results over Activity & Date
Learning & Optionality over Sunk Cost
Incremental build of business case
Obeya Rooms
Business Outcomes:
Hypothesis Driven Investment

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Thank you