Individual and team goals

Performance Reviews in an Agile environment

Main Aspects
Individual goals that are adapted to the fact that individuals are
members in an Agile team
Setting up Team Goals
 Shared by all team members
 Communicated to team together
 Feedback and coaching given to the team, not individuals
 Same evaluation/score to all team members

Both individual goals and team goals should be setup in collaboration
with the team/individual. Ask people to suggest their goals. Consider it
another indicator of maturity of self-management capabilities.

References
 http://www.poppendieck.com/measureup.htm - about how to measure/compensate in a
group accountability env
 http://agilediary.wordpress.com/2009/01/07/individual-performance-in-agile-team-
assessment-and-individual-burndown-charts/
 http://runningagile.com/2008/01/22/review-process-for-agile-team-members/

Agilesparks – Challenging your comfort zone – www.agilesparks.com info@agilesparks.com

Individual goals – Categories and Examples

• Be involved in the requirements
phase: be the Focus team Focal point
to the Product Owner

• Perform at least one lateral/cross
functional task along the year

•Expand your knowledge and
experience in XX relevant area and
learn business of new areas (be able
to independently perform XX tasks) Personal
development

Team Business/task
contribution oriented
• Provide full visibility to the team of my work progress and
 Release all your deliveries in time,
impediments, effectively utilizing using team members
scope and requested quality
without involving managers.
 Reach high quality of our products
• Share and proactively transfer my professional knowledge to with low amount of escaping defects
the team and help others performing their tasks. and defects generation.
 Get familiar with X area
• Aligning with team “rules” and norms.  Get at least one innovation from idea
• Becoming more active and proactive part in the team, taking to implementation
more initiatives.  Enlarge automation scope and usage
 Introduce cost savings initiatives
• Enrich team's knowledge and capabilities: Identify areas of
your expertise, carry out a knowledge transfer sessions, qualify
new team members, provide support on top of your daily
tasks.

• I work on whatever contributes most to the team's goals,
irrespective of my actual job title.


Sample SCRUM TEAM targets

Value/Category Goal Name Goal Description How to measure
Predictability Deliver frequently, Deliver ________ Delivery of committed
on time, quality, (Service Pack / scope, stretch
with maximal scope Feature Pack / goals(expected), meeting
Version) on time and exit criteria
quality, with maximal
scope.

Or Deliver X versions
this year, on time and
quality and maximal
scope.

Efficiency Stable and Achieve stable and  SP / Sprint
improving improving team  % of new
Throughput/Velocity velocity and functionality
efficiency, allowing covered by SP
effective release  Estimation
planning and predictability –
diagnostic for the stable actual
team effort per SP
 Feature Points
per Sprint
 Feedback from
Product Manager

Customer Centric Improve Support Improve support  APS statistics
delivered, as well as (Average lead time,
reduce need for number of bugs, etc.)
support  Initiatives that drive
down need for
support or
performance on KPIs,
with measurable
improvements
 %/# of cases
escalated to and
beyond Dev Manager

Efficiency and Focus Concentrate and How much work is taken
Effectiveness Focus – reduce Work on in the same time (WIP)


in Progress / Multi-
Tasking
Efficiency and Sustainable Pace Reach an energized Velocity +
Effectiveness but sustainable pace Quality +
of work that delivers Growth Investment +
a lot of value Employee
while allowing team satisfaction/retention
to continue delivering
over time (no
burnout)
AND growth in
capabilities/
performance

Customer Centric High flexibility - Achieve high  Cycle Time from
Welcome Changes flexibility to changing starting work to
realities and delivering to
requirements customer
 Lead time from
customer need to
delivering.
Efficiency and Improve automation, coding  Automation Coverage
Effectiveness “engineering standards, code %
practices” review, Test-Driven-  % Amount of code
Development etc. reviewed during
sprint

Excellence / Improve Quality Improve quality of  minimize escaping
Efficiency and deliverables defects
Effectiveness  minimize “missing
functionality” defects
 Customer Feedback
regarding quality and
fit of deliverables
 Ease of
integration/adoption
 Feedback from
adopters/delivery

Collaboration Team Versatility Work towards  Knowledge matrix.
achieving high levels Identify weak points
of Backup/ and set targets and
Redundancy – plan (part of SCRUM
enables flexibility to TEAM planning) to
changing increase knowledge
workloads/surprises.h where lacked
 Good balance of


generalized
knowledge and
specialization areas
 minimal bottlenecks
due to specific team
members
 KT plan for
specialization areas,
and execution on a
sprint by sprint basis.
 Ability of any team
member to take any
task
 Amount of
“knowledge types”
considered during
sprint planning to
detect capacity issues
Collaboration Collective Collective  Team members work
Commitment and accountability on whatever
Delivery towards committed contributes most to
goals the team's goals,
irrespective of their
actual job title
Collaboration Personal Influence and help  Team members
Development of achieve team meeting their
Team Members members individual individual personal
personal development goals
development, in light  Team members
of team and satisfaction /
individual needs retention rate

Collaboration Open Achieve open  Less Reliance on Dev
Communication communication Manager to handle
allowing discussion HR
and resolution of any interactions/conflicts
and all issues in the team
affecting the team  Less conflicts, Good
performance team
spirit/motivation/ene
rgies
Collaboration Collaboration Achieve effective  Feedback from
beyond the team collaboration with Program
other teams and roles Manager/Product
Manager/Scrum
Teams in
Project/Other Scrum


Teams
 # of escalations to
Dev Manager
 High-quality
integrations???
Collaboration Impediments Work together to  Speed of
Removal identify and remove impediments removal
impediments at the  # of impediments
individual and team escalated to Dev
level. Invite others to Manager
help with own tasks. unnecessarily

Excellence Continuous Create a sustainable  Introduce at least X
Improvement continuous initiatives/ideas and
Culture/Process improvement culture follow it through.
and process,  Effective and creative
identifying and retrospectives, with
driving improvements follow up
in team delivery  Continuous and pro-
performance active push towards
team and project
goals

Growth Motivate to Grow Team members  Present examples of
challenge each other growth initiatives that
to grow in areas were performed in
serving the team and the team.
individuals
Excellence Create and meet Team members  Defined and observed
high standards create high standards Team Rules, Done
of work – Team Rules, Criteria (Definition of
Definition of Done, Done applied to all
etc. development tasks,
standard set by the
team/project, NOT
the acceptance
criteria from Product
Manager)
Effectiveness / Effective Meetings Have effective  Team members feel
Efficiency and Decisions meetings driving meetings are effective
effective decisions  Decisions are taken
that are executed on quickly, not dragged
a timely manner across many meetings
 Decisions are
implemented quickly



Effectiveness / Try and experiment The team attempts  Present examples, at
Efficiency techniques for and adopts new least some with
improvement techniques that actual ROI (ok to have
enhance its efficiency some that fail, but fail
and effectiveness FAST)

Leadership Pro-active The Team finds ways  Initiatives driven by
involvement in to interact with the Team
Project/Product project/product  Constructive
level leadership and drive suggestions of how to
initiatives/decisions changes that it feels change things
are necessary


Individual and team goals

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