Easy Agile Podcast Ep.11 Dave Elkan & Nick Muldoon on building Easy Agile

"It was a pleasure speaking with Ray about empowering teams and helping people reach their full potential" - Mat Lawrence

Mat Lawrence, Chief Operating Officer at Easy Agile is joined by Ray Arell. Ray currently works as the Director of Agile Transformations at Dell Technologies, is the host of the ACN Podcast, and the President Of The Board Of Directors for the nonprofit Forest Grove Foundation Inc.

Ray is passionate about collaborative and inclusive leadership, and loves to inspire and motivate others to achieve their full potential. This is exactly what Mat and Ray dive into in this episode.

Ray and Mat explore the concepts such as inclusive and situational leadership and the connection to agile ways of working, empowering the organisational brain, and fostering authenticity within teams.

This is a fantastic episode for aspiring, emerging and existing leaders! Lots of great tips and advice to share with colleagues and friends and understand the ways we can be empowering and enabling one another.

We hope you enjoy the episode!

Transcript:

Mat Lawrence:

Hi folks, it's Mat Lawrence here. I'm the COO at Easy Agile and I'm really excited today to be joined by Ray Arell. Before we jump into our podcast episode, Easy Agile would like to acknowledge the traditional custodians of the land from which we're broadcasting today, the people of the Gadigal-speaking country. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal Torres Strait Islander and First Nations people joining us today. Ray, thanks for joining us today. Ray is a collaborative and inclusive leader who loves to inspire and motivate others to achieve their full potential. Ray has 30 years of experience building and leading outstanding multinational teams in Fortune 100 companies, nonprofits, and startups. Also, he's recognized as a leading expert in large-scale agile adoptions, engineering practices, lean and complex adaptive systems. So Ray, welcome, really good to have you on the podcast today.

Ray Arell:

Thank you.

Mat Lawrence:

Love to get started by understanding what you enjoy most about being an inclusive leader and working with teams.

Ray Arell:

Yeah, so I've been in leadership probably for about 15 years, leading teams at different sizes. When you have the more intimate, smaller teams of maybe five or six people, upwards of teams that are upwards of several hundred people working within an organization that I might be the leader of. And what I enjoy the most about it is just connecting with the talented people that do the work. I mean, when you go into leadership, one of the things that you kind of transition from is not being the expert person in the room that's coding or doing hardware development or something else. You have these people who are now looking for direction or vision or other things in order for them to give them purpose in order to move forward with their day.

And I enjoy coaching. I enjoy mentoring. I mean, a lot of my technical side of me is more nostalgia now more than it is relevant with the latest technologies. There's something rewarding when you see somebody who can, if you think of Daniel Pink's work of autonomy, mastery and purpose, that they suddenly find that they are engaged with the purpose that we're doing as an organization and then the autonomy for them to just do their day and be able to work and collaborate with others. And that's always been exciting to me.

Mat Lawrence:

I can relate to that. Yeah. I think in our audience today we're going to have a mixture of emerging leaders, aspiring leaders, and experienced leaders. I'd love to tap into your experience and ideally rewind a little bit to earlier in your career when you were transitioning into being a leader. And I'd love to understand around that time, what were some of the successes that you saw in the approach that you take that you've been trying to repeat over the years?

Ray Arell:

Well, I think early on, I think, especially when you grow up through the technical ranks, and suddenly at least the company that I was with at the time, very expert-based culture, if you were the smartest person in the room, those are the people that they looked at and said, "Okay, we're going to promote you to lead, or we're going to promote you to manager or promote you into the leadership ranks." I think looking back on that, I think Ray 2.0 or Ray 3.0, whatever version I was at the time, that I very much led from that expert leadership stance, which is sort of I know what is the best way to go and approach the delivery of something, and everyone should be following my technical lead for however this product comes together.

And I don't think that was really a good approach. I think that constrained people because you ended up being more or less just telling people what to go do versus allowing them to experiment and learn and grow themselves in order to become what I had become as a senior technical person. And so I think lesson learned number one was that leading a team from an expert slant I think is probably not the best approach in order if you're going... especially if you think of agile and other more inclusive teamwork type of projects, you're going to want to give people more of a catalytic or a catalyst leader type of synergistic-based leadership style so that they can self-organize and they can move forward and learn and grow as an engineer.

Mat Lawrence:

Are there any times that stand out for you where you got it horribly wrong? I know I've got a few stories which I can happily share as well.

Ray Arell:

I'd love to hear some of yours. I think horribly wrong I think is... The question is is anything ever really not fixable, not recoverable? And in most cases, most of the issues that we've dealt with were recoverable. I think that looking at, and again, kind of back into that stance of well, am I creating a team or am I creating just a group of individuals that are just taking their work from the manager and I'm passing them out like cards type of thing... I think early on, probably the big mistake was just being too controlling, and the mistake of that control meant that I couldn't have a vacation. Others were dependent versus being interdependent on one another. And I think that made the organization run slower and not as efficient as it could be.

Mat Lawrence:

I've certainly been guilty of that same approach earlier in my leadership career where I became the bottleneck, absolutely.

Ray Arell:

Yeah. Exactly.

Mat Lawrence:

And to recognize that, it can be quite hard to undo, but it's definitely worth persevering with. Something else that I was fortunate to get some training in situational leadership, oh, probably nearly 10 years ago now. And that really opened my eyes to an approach, the way I was treating different people in my team. But I was treating them the way I first judged them. So if I saw [inaudible 00:07:01] an expert and a master, I would treat them as an expert and a master in all things. And [inaudible 00:07:05] if someone was less capable at that point in their career, I'd kind of assume the same thing. And so I would apply the same level of direction or lack of direction to those people for everything. And in situational leadership, the premise for those who don't know at home, is you change the level of direction that you give depending on the task at hand. Have you used that approach or something similar to guide how you include people in different ways?

Ray Arell:

Well, in order to include people, I think part of it is you need to... As you said, you were situationally looking at each person, and you were structuring it in a way that was from a way, an approach, of very individualized with somebody. I think the philosophy that I... Not everyone is very open or can communicate very well about their skills and their strengths, or in certain cases some people, they might be good at something but they don't exercise it because they themselves feel that that's not one of their strengths, but in reality is it is. So I think that when you're saying from a situational leadership perspective, when you hear somebody place doubt that they could be the one that could do something or to take up, say, even leadership of something, I think part of that just gets into that whole coaching and mentoring and really setting it up and helping them to be successful through that.

And I think from an inclusive perspective, I think there's a set of honesty that you have to bring into your work and humility about being humble about even what you've accomplished. Because in engineering in particular, you tend to see that when you put people into a room, the people who are newer will sit back, and they will yield to who they think has the more experience. And reality is that they came from, say, let's say they just got fresh out of college. They actually might have more skills in a particular area based upon what they just went through in their curriculum that we might not have. And so the question of how do we use the whole organizational brain in order to bring all of the ideas onto the table, I think at times it requires us to be able to be effective listeners and to sometimes just pause and allow people to have the floor and pick up the pen and not hog the space, if that makes sense.

Mat Lawrence:

It really does, and I think I've seen that in every company I've worked in to some level. I'd be really interested to tap into how you go about addressing that scenario. For the people who are listening that would face that situation, it might be the first time they've been a leader and seeing that scenario and observing it. Is there any advice you would give them to help change that dynamic?

Ray Arell:

Well, one, just becoming aware of it. I frequently doodle when I'm in a group of people, and what I'll do is I'll sit there and I'll put dots on a paper of where people are at in the room, and then I start drawing lines between those individual dots if I see the communication happening between certain players. And what's interesting is if you watch that over about a 15-minute period of time, you start to see this emergent pattern that maybe someone's domineering the conversation or they're the focus point of the conversation, and it isn't going around the full room. So then that's when you get to be a gatekeeper and you invite others into the conversation. And then you politely help the ones who are being dominant in the conversation to pause, to just give space and allow those other people to talk and to get that out.

And then I think the question of whether or not what the person says may sometimes be coherent or not coherent to the conversation, or maybe they're still trying to learn about just dynamics of everything. You just have to help to get, sometimes, to get that out of people, and use open words to basically open sentence... I mean, some open questions to pull that out from them. And I think that works really well.

Mat Lawrence:

I love that. I'm a doodler as well. I'm an artist originally in my early career, and I've worked my way into solving problems through tech a long time ago now, but I still can't... I need that physical drawing to help my mind think as much as anything else [inaudible 00:12:30] than just doodling on a pad.

Ray Arell:

Same here.

Mat Lawrence:

Something that you said a little earlier, we touched a little bit on inclusivity. In your LinkedIn bio you talk about being an inclusive leader who loves to inspire and motivate others to achieve their full potential. Something I'm really passionate about is that last part in particular, is helping people achieve their full potential. It's why I love being a people leader and a COO. You get to do that across a whole company. I'd love to first touch on the idea of being an inclusive leader. How do you define what it means to be one?

Ray Arell:

Well, inclusive leadership, there was an old bag that I used to have, a little coaching bag that I used to carry around with me. And at the very top of it said, "Take it to the team," was the motto that was at the top of it. And at the bottom of the bag it basically said, "Treat people like adults." Were the two kind of core things that I think part of what being inclusive is is that I have to accept the fact that, yeah, I'm a smart person, but do we get a better decision if we socialize that around the team? Do we see what other ideas or possibility thinking? Sort of in the lean sense, make the decision as late as you can.

It's more towards the Eastern culture of, well, if I keep the decision open, maybe we're going to find something that's cheaper or better or even just more exciting for our customers. And so I think part of that is knowing that you don't have to be the one that has to make the decision. You can let the team make the decision. And we all embrace because we're empowering ourselves with this was what we all thought, not just what Ray thought, which I think is cool.

Mat Lawrence:

There's a second part to that piece you talked about in your bio around helping motivate others to achieve their full potential.

Ray Arell:

Yeah, yeah.

Mat Lawrence:

Yeah. Let's talk about where that came from for you, that passion, and what are some of the ways you look to help emerging leaders reach their full potential?

Ray Arell:

Yeah, I mean, I was lucky enough when I joined Intel Corporation that Andy Grove was still running the organization at the time. As a matter of fact, he taught my Welcome to Intel class. At the time when I joined Intel, there was only about 32,000 employees. And here's the CEO, founder of the company teaching the Welcome to Intel class, which I thought was incredibly cool, a great experience to have. He oozed this leadership, whatever mojo or whatever it is he is got going out into the environment as he's talking about the company. But he was really strong on the one-on-ones, the time that you can spend with your manager or others within the organization because you can have a one-on-one with anyone within the company. And he encouraged that. And I think that helps to... When somebody is trying to figure it out, they're brand new to the company, and you get a standing invitation from the CEO that says, "You can come and have a conversation with me," I think that sets the cultural norm right up front that this is a place that's going to assist and help me along my career.

And I could tell you that there's been a number of different times that those developed into full-blown, "I'm the mentee and they're the mentors." And in those relationships over time, it's sort of like then you say, "Well, I'm going to pay that forward." Today I have at least six or seven mentees that have all sorts of questions about how do they guide through their career or if they had some specific area that they wanted to go focus on. And it's their time to pick my brain. And in certain cases, if I don't have the full answer, I can guide them to other mentors that can help them to grow.

Mat Lawrence:

I love that approach of pay it forward that you touched on there. It's definitely something that I've been trying to do in the last couple of years myself, and I wish I'd started sooner mentoring. I've had the privilege of working with some amazing leaders in my career who I've learned a lot from. And once I started mentoring, I realized how much I learned by being a mentor because you have to think. You really think about what these people are going through and not just project yourself onto them. And it validates the rationale about why you do things yourself, why you think that way. And it forces me to challenge myself.

And I think if there's anything... I talk to some of the younger people at work who are emerging leaders, and they're exceptional in their own way. They've all got very different backgrounds, but a lot of them don't feel like they're ready to be a mentor. They really are. They're amazing people. And I wonder, have you seen people earlier in their careers try and pass it forwards kind of early on or do people feel they have to wait until [inaudible 00:18:22]?

Ray Arell:

I think it depends. One, I think the education system, at least in the United States, has shifted a bit. When people go for their undergraduate degree, it used to be just they were by themselves, they did their book studies. Very little interaction or teamwork was created for this study. I mean, back when I got my electrical engineering degree, it was just me by myself. There might be occasional lab work and lab projects, but it wasn't something that was very much inclusive, nor did they have people step up into leadership roles that early. I look at now my daughter who's right now going to the university, and everything is a cohort group. There's cohorts that are getting together. The studying that they do, they each have to pick up leadership in some regards for some aspect of a project that they're working on. So I think some of the newer people coming into the workforce are sort of built in with the skills to, if they need to take up leadership with something, run a little program, run a project, they've been equipped to do it. At least that's what I've seen.

Mat Lawrence:

I love that concept. Something that I've been observing and I talk it about a lot with our leadership team and our mentor exec teams for the [inaudible 00:19:56] as well. A lot of the conversation that comes up is around team dynamics, team trust, agility within teams, and to generally try and empower teams, set them up so they can be autonomous, they are truly empowered and they're trusted to make great decisions and drive work forwards. You've got a lot of experience in agile and agile [inaudible 00:20:21] agile leader. In your experience leading agile teams, those adoptions and those transformations, I'd love to understand if you see there's a connection between being agile as a team and those traits that an inclusive leader will have. Is there a connection there in your mind between what it means to be agile and be an inclusive leader?

Ray Arell:

I think so. Because if you think of early on, they established that servant leadership was a better leadership style for agile teams. And so I think when we talk about transformation, some of the biggest failures that occur tend to be more based upon not agile, but on issues of trust and other sort of organizational impediments that had already existed there before they got started. And if they don't address those, their agile journey is painful.

I've heard people say that they've gotten Scrummed before, using it in a really kind of derogatory way of thinking that, well, instead of getting a team of empowered people to go do work within the Scrum framework, they end up being put under a micromanagement lens because the culture of the manager didn't shift, and the manager is using it as a daily way to making sure that everyone is working at 120% versus what we should be seeing in the pattern is that the team understands their flow. They're pulling work into the team. It's not being pushed. And those dynamics I think are something that if leadership doesn't shift and change the way that they work, then it just doesn't work in organizations.

Mat Lawrence:

In the many places that you've worked and coached and guided people on, you've started to come across... There's a term that we've started to use of agile natives where people who've really not known any different because so many companies in world are going through agile transformations, and that'll continue for a long time. But as some companies are born with agility at the forefront, have you experienced many people coming through into leadership roles that don't know anything but true agility and really authentic agility as you've just described?

Ray Arell:

Well, I think it's kind of interesting because as you talked about that phrase, I was thinking about it, about, well, if you knew nothing else... But I can also say that you could become native after you've been in the culture for a period of time as well. So you can eventually... That becomes your first reaction, your first habit is pulling more from the agile principles than you would be pulling from something else. Yeah, there are those people, but it's been interesting watching companies like Spotify or watching Salesforce or watching Pivotal, and I can just go down the list of companies that have started as an agile organization, they got large, and then suddenly the anti-patterns of a large company start to emerge within those companies. So even though the people within the smaller tribe are working in an agile way, the company slowly doesn't start to work in an agile way any longer. It falls underneath a larger context of what we see happening with the older companies.

And I think some of that could be the executive culture might be just coming in where they bring somebody from the outside who wasn't a native, and they have a hard time dealing with the notion that, well, we're committing to a delivery date sometime over here, and we think we're going to hit it. But no, we don't have what would be affectionately known as a 90% confident plan that says that we've cleared all risk out of the way. And yeah, it's going to absolutely happen on that day. And some of those companies get really... They feel that they have to commit everything to the street, and if they don't meet it, they've already glued those in to some executive bonus program, ends up driving bad behaviors, unfortunately,

Mat Lawrence:

Yes, I have been there. I'm assuming that in our audience, we're going to have people who are transitioning into more senior leadership roles. They're not emerging leaders, they've been doing it for a while, and they've probably run some successful agile teams at the smaller level as you've described. For those people who are moving into the more senior roles, maybe into exec positions, is there any guidance that you'd give them for navigating that change and trying to maintain, through agile principles and what it means to be agile, in those more senior roles?

Ray Arell:

Yeah, I think part of it is the work that you did as a smaller team, everything still can scale up. And I hate to use the word scale because I think scale is kind of... People kind of use it... What would be the right word? It's misused in our industry. I think values and principles are scale-free. You can still walk each day walking into your team and still embracing those 12 principles, and you're going to do good work. The question is though, is if you're doing that at the lower level, say with a Kanban board, the question is, what does it look like when you're at your executive desk? What is the method that you go pool? If you look at most of the scaled frameworks that are out today, there's very little guidance that's given to what should be in the day in the life of an agile executive. What should that look like?

And for me, if I think about the business team, the management team is working with the delivery teams daily. They should be doing that. So what are you going to put in place for that to facilitate and occur? What are you going to do about... stop doing these big annual budget processes. Embrace things like the beyond budgeting or other things where you're funding the organization strategically, and you're not trying to lock everything in on an annual cadence, but yet your organization beneath is working every two weeks. So you should be able to re-move your bets with any organization based upon the performance of each sprint. Can you do that?

The last one is probably the most important one, is impediments. And that is how fast does it take information to go from the lowest part of the organization to the highest point of the organization? And if that takes three weeks, two weeks, or even sometimes later for certain organizations, optimize that. How do you optimize an impediment that you can personally help to go remove for people so that they're not slowed down by it any longer, whatever that might be?

Mat Lawrence:

You're touching on something there, which I think is a fundamental part of being agile, which is that ability to learn and adapt, and you can only learn when you are aware of what's happening around you, you can observe [inaudible 00:28:39] to it.

Ray Arell:

Well, I said something a couple months ago, and everyone just went, "Why did you say... I can't believe you said that out loud." It's the quiet stuff out loud sometimes. [inaudible 00:28:53]. We were trying to get a meeting together to go fix one of these impediments, and all the senior leaderships was busy. They were busy. And my question was is if this isn't the most important thing right now for us, what do you do? Really, are you doing in your day if this one isn't the highest priority that you walk into? And the questioning senior leaders that maybe they're not paying attention to the right things, and sometimes speaking that truth to power is something we have to do every once in a while.

Mat Lawrence:

I agree. That level of candor is definitely required at all levels and being able to receive that feedback so you can learn and adapt as an individual, as we were talking about earlier, about being adaptive as a leader, but also as a team. There's a point that I'd like to touch on before we wrap up, which is as you climb up the career ladder and you get into a more senior position, and then you become responsible for a broader range of things, particularly as you start reaching that executive level, I've witnessed people struggle with the transition from being the person, as you talked about right at the start of this discussion, being that person who knows everything and who can direct and have all the answers into someone where I see your job changes to being the person who can identify what we know least about, what we as an exec team know least, where we're... have the least confidence, where we see the impediments and we don't know what to do with them.

How do you go about guiding people to embrace that? Because I think what I see is the fear that comes with that, almost a fear of exposure of, "Oh, I'm admitting to people I don't know what I'm doing." And I've been rewarded through my entire career by becoming more of an expert, and suddenly my job is to be the person who's confident enough to call out, this is what we don't understand yet. Let's get together and try and resolve it. When the risk is greater, the impact is greater, and you're responsible for more things, how do you help people transition into that higher-level role?

Ray Arell:

Well, I think part of it is can they let go of that technical side, having to have their hands dirty all the time? And I've seen certain leaders that, really, somebody needs to go back and say, "Are you really sure that this is the career that you're wanting to go to? You seem to be more into wanting to be into the nuts and bolts of things, and maybe that's the best place for you because you feel more comfortable in that space." The other aspect though, as they transition, I think is again, trust becomes critical. Trust the people that are working for you, that they're not coming in and being lazy and you have to go look over their shoulders all the time because you feel that they might not be being productive or other things. You have to have the ability to say that, look, that the people that you hired are talented, and they are moving us towards our goals.

I think what becomes more critical for the health of the organization is that you have to do a much better job at actually saying, "Okay, well, here is our vision," whether it be a product vision, whether it be the company's vision, whatever that might be, helping people to understand what that North Star is, and then reinforcing that not from a perspective of yourself, but a perspective from the customer. And I think this is where a lot of companies start to drift because they start to optimize some internal metric that, yeah, that'll build efficiency within your organization. But what does the customer think? And constantly being able to represent as, if you think of from an agile perspective, the chief product owner of the organization, to be able to represent this is what the customers need and want and to be able to voice that in the vision and the ambitious missions that are set up for the organization. Make it real for people.

And then the last part of that is not everything is going to happen and come true. If you read most executives' bios, there's lots and lots and lots and lots of mistakes. And I remember this of one leader, he was retiring. And I thought this wasn't most awkward time that he actually did this. He actually went up on the stage and he talked about his biggest failure. Now, throughout my career working with this person, I always wondered whether or not they were human. And then on the day of this person's exit, they finally decided to give you a few stories about mistakes that they made. And I think that he really needed to share those stories much, much earlier because I think people would've probably found... They would've been a little stressed working around him. And it would also show some vulnerability for you as a leader to say that you don't have everything figured out, and sometimes it's just a guess. We think that this is where the product needs to go.

And then as soon as you put it in front of the customers, they're going to tell you whether or not... If you take the Cano model and suddenly you're going to hit this is the most exciting thing since sliced bread, are they going to love it or are they going to go, [inaudible 00:35:12]. I'll take it if it's free. You get into this situation where it's like, well, we can't charge as much. But I think those stories become important and anchor organizations. One other aspect of this is I think that by having somebody who's approachable and can relay those stories effectively into the organization and talk about these things, I think then that opens the door for everyone else to do it as well. Because like it or not, humans are hierarchical in the way that we think about things. A lot of people manage up, so they mimic leaders. So be that leader that somebody would want to mimic.

Mat Lawrence:

I think that's great advice, Ray. The connection for me that's run through this whole conversation is around engaging with your work authentically, whether it's the team that you're trying to lead, whether it's the agile practices at whatever scale and level that you're operating at. And to build that trust to enable that to work requires that level of authenticity.

Ray Arell:

Yeah, exactly.

Mat Lawrence:

I would love, as we wrap up, for you to leave any final tips or advice for both current and emerging leaders on that topic. If there's a way beyond just sharing your own personal stories, how would you advise people? What would you leave them with to build some trust in their teams?

Ray Arell:

Well, a couple of things. Number one, you have to be mindful about who you are as a person. Again, like I was saying, that people manage up. And if you send out an email at three o'clock in the morning, and five minutes later your people were responding to you, then you're not being a really good role model of a good work-life balance. So a lot of your tendencies will bleed off into the organization. So regardless how you assess yourself, do an assessment of your leadership, where you think it is. Harvard Business Review, a long time ago, put off the levels of what they saw as leadership models. And the lowest level is the expert and the achiever-based leaders. And if you're one of those, those are not very conducive to a good agile or collaborative culture. So if you're currently setting in that slant, then you should look ways of being able to move yourself more to a catalytic or a synergistic-based leader.

And that journey's not an easy one because I went through that myself. It took years in order to pull away from some of those tendencies that you had as an expert leader. And as an example, an expert-based leader tends to only talk to other experts. If they perceive somebody not to be an expert of something, they tend to discount those individuals and not engage with them. And so again, the full organizational brain is what's going to solve the problem. So how do you engage the entire organization and pull those ideas together?

The other one is that as you go into, from an emergent leader perspective, I think you said it yourself earlier, and that's not just the bias of you're not an expert, I'm not going to talk to you, but any bias that you might have can affect the way that you lead and judge an individual, and really could limit or grow their career based upon maybe a snap judgment that you might have had. So I think you have to be mindful of your decisions that you're taking within the organization and especially the ones you're making of people. And so you got to be careful of those.

The last one is probably just... And this gets into the complex adaptive systems space. Not everything is cut and dry, black and white, or mechanistic, meaning that we can take the same product, redo it again and again and again, and we're going to get different answers. We're going to get different requirements. We're going to get different things. It's okay for that stuff to be there. And it's okay for the stuff that's coming out of our products to be different every once in a while, and specifically because everything, it's a very complex environment. Cause and effect relationships and complexity is, customer can change their mind, and we have to be comfortable with a customer changing their mind. Our customer might have new needs that come up.

And likewise, our employees, they sometimes will have change of thought or change of what they are excited about. How do you encourage that? How do you grow those individuals to retain them in the company, not to use them for the skill they have right now, but how do you play the long game there? And I know I'm getting a little long-winded here, but the thing that I see most, even with all the layoff notices that are going on right now, is that that company's not playing the long game. I think that's a bad move because all you're doing by letting an employee go is enabling your competitor with a whole bunch of knowledge that you should be retaining. So anyway, I'll cut it short there.

Mat Lawrence:

Right. Thank you for sharing your wisdom with us today. It's been an absolute pleasure. I've really enjoyed the chat. So yes, thank you for joining me on the Easy Agile Podcast.

Ray Arell:

Awesome. Thank you for having me.

"That's a wrap on Agile2022! It was great to be able to catch up with so many of you in the agile community in-person!" - Tenille Hoppo

This bonus episode was recorded LIVE at Agile2022 in Nashville!

The Easy Agile team got to speak with so many amazing people in the agile community, reflecting on conference highlights, key learnings, agile ceremonies + more!

Thanks to everyone who stopped by the booth to say G’Day and enjoyed a Tim Tam or two ;)

Huge thank you to all of our podcast guests for spending some time with us to create this episode!

• Cody Wooten
• Gil Broza
• Maciek Saganowski
• Lindy Quick
• Carey Young
• Leslie Morse
• Dan Neumann
• Joseph Falú
• Kai Zander
• Avi Schneier
• Doug Page
• Evan Leybourn
• Jon Kerr
• Joshua Seckel
• Rob Duval
• Andrew Thompson

Transcript

Caitlin:

Hi, everyone. Well, that's a wrap on Agile 2022 in Nashville. The Easy Agile team is back home in Australia, and we spent most of our journey home talking about all of the amazing conversations that we got to have with everyone in the Agile community. It was great catching up with customers, partners, seeing old friends, and making lots of new ones. We managed to record some snippets of those amazing conversations, and we're excited to share them with you, our Easy Agile Podcast audience. So enjoy.

Maciek:

[inaudible 00:00:26].

Tenille:

Maciek, thanks so much for taking time with us today.

Maciek:

No worries.

Tenille:

[inaudible 00:00:30], can you let us know what was the best thing you've learned this week?

Maciek:

Oh, that was definitely at Melissa Perri's talk. When she talked about... Like, to me, she was talking about slowing down. And what we do in Agile, it's not just delivery, delivery, delivery, but very much learning and changing on things that we already built, and finding out what value we can give to customers. Not just ship features, it's all about value. That's what I learned.

Tenille:

That's great. Thank you. So what do you think would be the secret ingredient to a great Agile team?

Maciek:

Humility. Somehow, the team culture should embrace humility and mistakes. And people should not be afraid of making mistakes, because without making mistakes, you don't learn. That's what I think.

Tenille:

So what would be, I guess, if there's one Agile ceremony that every team should do, what do you think that might be?

Maciek:

For sure, retro, and that comes back to the mistakes and learning part.

Tenille:

Yeah. Fantastic.

Maciek:

No worries.

Tenille:

That's great. Thanks so much for taking time.

Maciek:

Okay. Thank you.

Tenille:

Cheers.

Gil:

[inaudible 00:01:42].

Caitlin:

Gil:, thank you so much for chatting with us. So we're all at Agile 2022 in Nashville at the moment. There's lots of interesting conversations happening.

Gil:

Yes.

Caitlin:

If you could give one piece of advice to a new forming Agile team, what would it be?

Gil:

It would be to finish small, valuable work together. It has a terrible acronym, FSVWT. So it cannot be remembered that way. Finish small, valuable work together. There's a lot of talk about process, working agreements, tools. This is all important, but sometimes it's too much for a team that's starting out. And so if we just remember to finish small valuable work together, that's a great story.

Caitlin:

Yeah, I love that. And you were a speaker at conference?

Gil:

Yes.

Caitlin:

Can you give our audience a little bit of an insight into what your conversation was about?

Gil:

What happens in many situations is that engineering or development doesn't really work collaboratively with product/business. And instead, there is a handoff relationship. But what happens is that in the absence of a collaborative relationship, it's really hard to sustain agility. People make a lot of one-sided assumptions. And over time, how decisions get made causes the cost of change to grow, and the safety to make changes to decrease. And when that happens, everything becomes harder to do and slower to do, so the agility takes a hit. So the essence of the talk was how can we collaboratively, so both product and engineering, work in ways that make it possible for us to control the cost of change and to increase safety? So it's not just collaboration of any kind. There are very specific principles to follow. It's called technical agility, and when we do that, we can have agility long-term.

Caitlin:

Great. I love it. Well, thank you so much and I hope you enjoy the rest of your time at the conference.

Gil:

Thank you.

Caitlin:

Great. Thank you.

Tenille:

Hi, Tenille here from Easy Agile, with Josh from Deloitte, and we're going to have a good chat about team retrospectives. So Josh, thank you for taking the time to have a good chat. So you are a bit of an expert on team retrospectives. What are your top tips?

Josh:

So my top tips for retrospective is first, actually make a change. Don't do a lessons observed. I've seen lots of them actually make a change, even if it's just a small one at the end. The second, and part of that, is make your change and experiment. Something you can measure, something that you can actually say yes, we did this thing and it had an impact. May not be the impact you wanted, but it did have some kind of impact. The second tip is vary your retrospectives. Having a retrospective that's the same sprint after sprint after sprint will work for about two sprints, and then your productivity, your creativity out of the retrospective will significantly reduce.

Tenille:

That's an excellent point. So how do you create [inaudible 00:05:03]?

Josh:

Lots and lots of thinking about them and doing research and using websites like TastyCupcakes, but also developing my own retrospectives. I've done retrospective based on the Pixar pitch. There's six sentences that define every Pixar movie. Take the base sentences, apply them to your sprint or to your PI and do a retro, and allow the team that creativity to create an entire movie poster if they want to. Directed by [inaudible 00:05:34], because it happens. People get involved and engaged when you give them alternatives, different ways of doing retrospectives.

Tenille:

That's right. So for those teams that aren't doing retrospectives at the moment, what's the one key thing they need to think about that you... What's the one key thing you could tell them to encourage them to start?

Josh:

If you're not doing retrospectives, you're not doing [inaudible 00:05:54]. So I shouldn't say that. But if you're not doing retrospectives, if you truly believe that you have absolutely nothing to improve and you are 100% of the best of the best, meaning you're probably working at Google or Amazon or Netflix, although they do retrospectives. So if you truly believe that you are the equivalent of those companies, then maybe you don't need to do them, but I'm pretty sure that every team has something they can improve on. And acknowledging that and then saying, how are we going to do that? Retrospective's a very fast, easy way to start actually making those improvements and making them real.

Tenille:

Fantastic. Great. Thanks so much for taking the time to chat to us briefly about retrospectives.

Josh:

Thank you.

Caitlin:

We're here with Leslie, who is the president of women in Agile. Leslie, there was an amazing event on Sunday.

Leslie:

Yes.

Caitlin:

Just talk to us a little bit about it. What went into the planning? How was it to all be back together again?

Leslie:

It was amazing to have the women in Agile community back together, right? Our first time since 2019, when everyone was together in Washington DC for that event. The better part of six or seven months of planning, we had about almost 200 people in the room. Fortunately, we know the [inaudible 00:07:10] of what these women in Agile sessions that we do, part of the Agile Alliance conferences every year, right? We've got a general opening. We've got a great keynote who is always someone that is adjacent to the Agile space. We don't want to just like... We want to infuse our wisdom and knowledge with people that aren't already one of us, because we get all of the Agile stuff at the big conference when we're there.

Leslie:

So that part, we always have launching new voices, which is really probably one of my most favorite women in Agile programs. Three mentees that have been paired with seasoned speakers, taking stage for the first time to share their talent and their perspective. So that's really great. And then some sort of interacting networking event. So that pattern has served us really well since we've been doing this since 2016, which is a little scary to think it's been happening that long. And it's become a flagship opportunity for community to come together in a more global fashion, because the Agile Alliance does draw so many people for their annual event.

Caitlin:

Yeah, for sure. Well, it was a great event. I know that we all had a lot of fun being there. What was your one key takeaway from the event?

Leslie:

I'm going to go to [inaudible 00:08:14] interactive networking that she did with us, and really challenging us to lean into our courage around boundaries and ending conversations. We don't have to give a reason. If some conversation's not serving us or is not the place that we need to be for whatever reason, you absolutely have that agency within yourself to end that conversation and just move on. I love the tips and tricks she gave us for doing that well.

Caitlin:

Yes, yes, I love that too. That's great. Well, thank you so much. Appreciate it.

Leslie:

Yeah. Thanks for having me.

Tenille:

Hi, Evan. How are you?

Evan:

Very good.

Tenille:

That's good. Can you please tell me what's the best thing you learned today?

Evan:

The best quote I've got, "Politics is the currency of human systems." Right?

Tenille:

Wow.

Evan:

So if you want to change a human system, you got to play the politics.

Tenille:

Fantastic.

Evan:

Which feels crappy, but-

Tenille:

It's the way it is.

Evan:

... that's the way it is.

Tenille:

[inaudible 00:09:07]. Okay, next question. What is the Agile ceremony that you and your team can't live without?

Evan:

Retrospective. With the retrospective, you can like create everything else.

Tenille:

Fantastic. That's really good. And what do you think is probably the key ingredient to a good retrospective?

Evan:

Oh, trust. Trust requires respect. It requires credibility. It requires empathy. So trust is like that underpinning human capability.

Tenille:

Yeah. Fantastic. Thanks very much.

Evan:

Thank you.

Tenille:

Yes.

Caitlin:

Right. We're here with Cody from Adfire. So Cody, how you enjoyed the conference so far?

Cody:

I'm really loving the conference. It's been awesome. To be honest, when we first got here, it seemed maybe a little bit smaller than we thought, but the people here's been incredible, highly engaged, which was always great. And plus, a lot of people are using Jira and Atlassian. So lot of big points.

Caitlin:

Win-win for both, huh?

Cody:

Yeah. Always, always, always.

Caitlin:

Very good.

Cody:

Yeah.

Caitlin:

Lots of interesting talks happening. Have you attended any that have really sparked an interest in you? What's [inaudible 00:10:15]-

Cody:

Yeah. I can't remember any of the talk names right off the top, but they've all been incredibly insightful. Tons of information. It seems like there's been a topic for everything, which is always a great sign and stuff like that. So my notes, I have pages and pages and pages of notes, which is always a good sign.

Caitlin:

Yeah, that's [inaudible 00:10:34].

Cody:

So I'm I have to go back and [inaudible 00:10:35] again.

Caitlin:

Yes.

Cody:

But it's been incredible and the talks have been very plentiful, so yeah.

Caitlin:

Good. Good. And what is the one key takeaway that you are looking forward to bringing back and sharing with the team?

Cody:

Well, I think one of the key takeaways for us was that... I talked about the engagement that everybody has, but one thing that's been incredible is to hear everybody's stories, to hear everybody's problems, their processes, all of that stuff. So all of that information's going to be a great aggregate for us to take back and create a better experience with our product and all that good stuff. So yeah.

Caitlin:

For sure. I love it. Now, I have one last question for you. It's just a fun one. It's a true or false. We're doing Aussie trivia. Are you ready for this one?

Cody:

Okay.

Caitlin:

Okay.

Cody:

Hopefully.

Caitlin:

So my true or false is, are Budgy Smugglers a type of bird?

Cody:

Are buggy smugglers-

Caitlin:

Budgy Smugglers.

Cody:

Budgy Smugglers.

Caitlin:

A type of bird.

Cody:

True.

Caitlin:

False. No.

Cody:

What are they?

Caitlin:

Speedos.

Cody:

Yeah. Well, I've got some of those up there in my luggage. So I'll bring the budgys out now.

Caitlin:

With your Daisy Dukes.

Cody:

Exactly. Exactly.

Caitlin:

Yeah. And cowboy boots, right?

Cody:

Yeah.

Caitlin:

Well, thank you so much.

Cody:

Thank you.

Caitlin:

Very appreciate it.

Cody:

Yeah. Thank you.

Tenille:

Doug, how are you?

Doug:

I'm great. Thank you.

Tenille:

Awesome. Well, tell me about, what's the best thing you've learned today?

Doug:

I think learning how our customers are using our products that we didn't even know about is really interesting.

Tenille:

That's amazing. Have you had a chance to get out to many of the sessions at all?

Doug:

I actually have not. I've been tied to this booth, or I've been in meetings that were already planned before I even came down here.

Tenille:

[inaudible 00:12:01].

Doug:

Yeah.

Tenille:

That's good. So when you're back at work, what do you think is probably the best Agile ceremony that you and your team can't live without?

Doug:

I think what I'm bringing back to the office is not so much ceremony. It's really from a product perspective. I work in product management. So for us, it's how we can explain how our product brings value to our customers. So many lessons learned from here that we're really anxious to bring back and kind of build into our value messaging.

Tenille:

Fantastic.

Doug:

Yeah.

Tenille:

Thanks. That's great. Thanks very much.

Caitlin:

He was one of the co-authors of the Agile Manifesto. Firstly, how are you doing in conference so far?

John:

Well, working hard.

Caitlin:

Yeah, good stuff.

John:

Enjoying Nashville.

Caitlin:

Yeah. It's cool, isn't it? It's so different from the [inaudible 00:12:46] what's happening.

John:

Yeah. It's good. Yes. It's nice to see a lot of people I haven't seen in a while.

Caitlin:

Yeah. Yeah.

John:

And seeing three dimensional.

Caitlin:

Yes. Yeah, I know. It's interesting-

John:

It's there-

Caitlin:

... [inaudible 00:12:54] and stuff happening.

John:

Yeah, IRL.

Caitlin:

Lots of interesting [inaudible 00:13:01] that's happening. Any key takeaways for you? What are you going to take after to share with the team?

John:

Oh, well, that's a good question. I'm mostly been talking with a lot of friends that I haven't seen in a while. [inaudible 00:13:14].

Caitlin:

Yes.

John:

And since I've only been here a couple days, I haven't actually gone for much, if anything. To be frank.

Caitlin:

I know. Well, we're pretty busy on the boots, aren't we?

John:

Yeah. Yeah. But certainly, the kinds of conversations that are going on are... I was a little bit worried about Agile. Like, I don't want to say... Yeah, I don't want to say it. But I don't want to say, Agile's becoming a jump turf.

Caitlin:

Yes.

John:

But I think there's a lot of people here that are actually really still embracing the ideals and really want to learn, do and practice [inaudible 00:14:00].

Caitlin:

Yeah.

John:

So I'm frankly surprised and impressed and happy. There's a lot. If you just embrace more of the manifesto, and maybe not all of the prescriptive stuff sometimes, and you get back to basics. [inaudible 00:14:22]-

Caitlin:

Yeah. So let's talk about that, the Agile Manifesto that you mentioned. Embracing that. What does embracing mean? Can you elaborate on that a bit more? So we know we've got the principles there. Is there one that really stands out more than another to you?

John:

Well, my world of what I was doing at the time, and I'd done a lot of defense department, water haul, and built my own sort of lightweight process, as we call it before Agile. So to me, the real key... This doesn't have the full-

Caitlin:

Full manifesto, yeah.

John:

But if you go to the website and read at the top, it talks about like we are uncovering ways by doing, and I'm still learning, still uncovering. And I think it's important for people to realize we really did leave our ego at the door. Being humble in our business is super important. So that might not be written anywhere in the principles, but if the whole thing at the preamble at the top, and the fact that we talk about how we value those things on the blog versus the whole... There's a pendulum that you could see both of those things collide. That, in my opinion, one the most important trait that we should exercise is being humble, treating things as a hypothesis. Like, don't just build features [inaudible 00:15:58] bottom up, how do you seek up on the answers, that's what I want people to takeaway.

Caitlin:

That's great. That's great advice. Well, thank you so much, John. Appreciate you taking the time to chat with us.

John:

You're welcome, Caitlin.

Caitlin:

Yeah. Enjoy what's [inaudible 00:16:11].

John:

Thank you.

Caitlin:

Thank you.

John:

[inaudible 00:16:13] tomorrow.

Caitlin:

All right.

Tenille:

Abukar, thanks for joining us today. Can I ask you both, what do you think is the best thing you've learned today?

Avi:

Best thing I've learned?

Tenille:

Yeah.

Avi:

That's a really interesting one. Because I'm here at the booth a lot, so I'll get to attend a lot of things. So there were two things I learned that were really important. One, which is that the Easy Agile logo is an upside down A, because it means you're from Australia. So it's down under. And then the second most important thing I learned about today was we were in a session talking about sociocracy, and about how to make experiments better with experiments, which sounded a little weird at first, but it was really all about going through like a mini A3 process. For those of you listening, that's something that was done to Toyota. It's a structured problem solving method, but instead of going [inaudible 00:17:02] around it and going through the experiment, going around two or three times and then deciding that's the right experiment you're going forward.

Tenille:

Thank you. How about your time?

Kai:

I've been at the booth most of the time, but from that you meet a lot of people all over the world. And we really have like one thing in common, which is wanting to help people. And it's really been nice to be in a room of people if they're at the beginning of their journey or their really seasoned, that their motivation is just to really empower others. So it's been really nice to be around that kind of energy.

Avi:

We've really learned that our friends from Australia are just as friendly up here as you are on the other side. I feel when you come on this side, you get mean, but it turns out you're just as nice up here too.

Tenille:

Well, it depends how long you've been on flight.

Avi:

Oh, exactly.

Tenille:

[inaudible 00:17:44], we're okay.

Kai:

Yeah.

Avi:Abukar:

Exactly. Good.

Tenille:

All right. One more question here.

Avi:

Sure.

Tenille:

What do you think is the secret ingredient for a successful team?

Avi:

What do I think the secret? Oh, that's a really good question. That's a-

Kai:

He's the best one to answer that question.

Avi:

That's a little longer than a two-second podcast, but I'll tell you this. It may not be psychological safety,-

Tenille:

Okay.

Avi:

... just because Google said that and Project Aristotle show that. I think to have a really, really successful team, you need a really skilled scrum master. Because to say that the team has psychological safety is one ingredient, it's not the only ingredient. A strong scrum master is someone who's really skilled to create that psychological safety, but also help with all the other aspects of getting ready to collaborate and coordinate in the most positive way possible. Plus, searching for... Her name is Cassandra. On Slack, she calls herself Kaizen. You get it? It's a joke. But that's the whole thing is that a really skilled scrum master helps the teams find the kaizens that they need to really get to become high performing. So psychological safety is an enabler of it, but that doesn't mean it creates the performance. It's an ingredient to make it happen.

Tenille:

Fantastic.

Kai:

There's no better answer than that one. Let's do exclamation.

Tenille:

Excellent. Thanks very much for taking the time.

Avi:

Thank you so much.

Kai:

Of course.

Hayley:

We're here with Carey from Path to Agility. Carey, what have you been really loving about this conference?

Carey:

I think I've loved the most about this conference so far is the interaction with all the people that are here. It's really nice to get together, meet different folks, network around, have the opportunity to see what else is out there in the marketplace. And then, of course, talk about the product that we have with Path to Agility. It's a wonderful experience to get out here and to see everybody. And it's so nice to be back out in person instead of being in front of a screen all the time.

Tenille:

Yeah, absolutely. Have you had a chance to get to many of the sessions?

Joseph:

I've tried to as much as I can, but it's also important to take that time to decompress and let everything sink in. So here we are having fun.

Tenille:

Yeah, absolutely. So thinking back to work, what do you think is the one Agile ceremony that you take that helps you and your team the most?

Joseph:

I think that finding different ways to collaborate, effective ways to collaborate. And in terms of work management, how are we solving some of the problems that we have? There's so many tools that are here to make that easier, which is made pretty special. Speaking to people and finding out how they go about solving problems.

Tenille:

And what do you think makes a really great Agile team?

Joseph:

Well, you could say something very cliche, like being very adaptive and change and so on and so forth. But I think it really comes down to the interaction between people. Understanding one another, encouraging one another, and just the way you work together.

Tenille:

Fantastic. Great. Well, thanks very much for taking the time to chat.

Joseph:

Thank you. It was nice chatting with you guys all week long.

Tenille:

Cheers.

Tenille:

Dan, thanks for taking the time to chat.

Dan:

You're welcome.

Tenille:

[inaudible 00:22:54] questions. What do you think is the best thing you learned today?

Dan:

Oh, the best thing I learned today, the morning products keynote was excellent. Got a couple tips on how to do product management, different strategies, how you have folks about seeing their focus on the tactical and the strategic. So just some nice little nuggets, how to [inaudible 00:23:12].

Tenille:

[inaudible 00:23:13], thanks for joining us today. Can I start by asking, what do you think is the best thing you've learned this week?

Speaker 17:

The best thing I've learned this week is there's no right way to do Agile. There's a lot of different ways you can do it. And so it's really about figuring out what the right process is for the organization you're in, and then leveraging those success patterns.

Tenille:

Well, I guess on that, is there one kind of Agile ceremony that you think your team can't do without?

Speaker 17:

The daily standup being daily. I think a lot of our teams, they talk all day long. They don't necessarily need to sync up that frequently. I've had a few teams already, they go down like three days a week and it seems to work for them. The other maybe key takeaway that I've seen folks do is time boxes. So no meetings from 10:00 to 2:00 or whatever it may be, and really driving that from a successful perspective.

Tenille:

I guess on that note, what do you think makes a really successful Agile team?

Speaker 17:

The ability to talk to each other, that ability to communicate. And so with all of our teams being either hybrid or remote, making sure that we have the tools that let them feel like they can just pick up and talk to somebody anytime they want, I think is key. And a lot of folks still don't have cameras, right, which is baffling to me. But that ability to see facial expressions, being face to face has been so nice because we're able to get that. So that's the other key is just that ability to talk to each other as though I could reach out and touch you.

Tenille:

Okay. Fantastic. Well, thanks so much.

Speaker 17:

You're welcome. Thank you.

Tenille:

Okay. Rob and Andrew, thanks so much for taking a few minutes with us. Can I start by asking you, what do you think is the best thing you learned this week?

Rob:

For me, it's definitely fast scaling Agile, we learned about this morning. We're going to try it.

Andrew:

For me, I really enjoyed the math programming session and learning kind of different ways to connect engineers and collaborate.

Tenille:

Great. Next up, I guess, what do you think makes a great Agile team?

Rob:

First and foremost, that they're in control of how they work and what they work on, more than anything else.

Andrew:

Yeah. For me, it's a obviously psychological safety and just having a good team dynamic where they can disagree, but still be respectful and come up with great ideas.

Tenille:

And is there one Agile ceremony that you think a great team can't live without?

Rob:

Probably retrospective. I think the teams need to always be improving, and that's a good way to do it.

Andrew:

Agreed. Yeah. Agreed.

Tenille:

Okay. That's great. Thanks so much for taking the time.

Andrew:

Thank so much. Appreciate it.

"The episode highlights that Interaction, collaboration, and helping every team member reach their potential is what makes agile work" - Terlya Hunt

In this episode join Terlya Hunt - Head of People & Culture at Easy Agile and Caitlin Mackie - Marketing Coordinator at Easy Agile, as they chat with Jazmin Chamizo and Rakesh Singh.

Jazmin and Rakesh are principal contributors of the recently published report "Reimagining Agility with Diversity, Equity and Inclusion".

The report explores the intersection between agile, business agility, and diversity, equity, and inclusion (DE&I), as well as the state of inclusivity and equity inside agile organizations.

“People are the beating heart of agile. If people are not empowered by inclusive and equitable environments, agile doesn't work. If agile doesn't work, agile organisations can't work."

📌 What led to writing the report
📌 Where the misalignments lie
📌 What we can be doing differently as individuals and business leaders

Be sure to subscribe, enjoy the episode 🎧

‍

Transcript

Terlya Hunt:

Hi, everyone. Thanks for joining us for another episode of the Easy Agile podcast. I'm Terlya, People & Culture business partner in Easy Agile.

Caitlin Mackie:

And I'm Caitlin, marketing coordinator at Easy Agile. And we'll be your hosts for this episode.

Terlya Hunt:

Before we begin, Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast today, the Wodiwodi people of the Dharawal nation, and pay our respects to the elders past, present and emerging, and extend the same respect to any Aboriginal people listening with us today.

Caitlin Mackie:

Today, we'll be joined by Jazmin Chamizo and Rakesh Singh. Both Jazmin and Rakesh are principal contributors and researchers of Reimagining Agile for Diversity, Equity and Inclusion, a report that explores the intersection between Agile business agility and diversity equity and inclusion published in May, 2021.

Terlya Hunt:

We're really excited to have Jazmin and Rakesh join us today. So let's jump in.

Caitlin Mackie:

So Jazmin and Rakesh, thank you so much for joining us today. We're so excited to be here with you both today, having the conversation. So I suppose today we'll be unpacking and asking you questions in relation to the report, which you were both principal contributors of, Reimagining Agility with Diversity, Equity and Inclusion. So for our audience tuning in today who may be unfamiliar the report, Jazmin, could you please give us a summary of what it's all about?

Jazmin Chamizo:

Absolutely. And first of all, thank you so much for having us here today and for your interest in our report. Just to give you a little bit of background of our research and how everything started out, the founder and the owner of the Business Agility Institute, Evan Leybourn, he actually attended a talk given by Mark Green. And Mark who used to be, I mean, an Agile coach, he was referring to his not very positive experience with Agile. So this actually grabbed the attention of Evan, who was a big advocate of agility, as all of us are. And they decided to embark upon this adventure and do some research trying to probe on and investigate the potential relationship between diversity, equity and inclusion and Agile.

So we had, I mean, a couple of hypothesis at the beginning of the research. And the first of hypothesis was that despite the positive intent of agility and despite the positive mindset and the values of Agile, which we all share, Agile organizations may be at the risk of further excluding marginalized staff and customers. And the second hypothesis that we had was that organizations who actually embed diversity, equity and inclusion directly into their Agile transformation and then strategy may outperform those organizations who don't. So we actually spent more than a year interviewing different participants from many different countries. And we actually ended up seeing that those hypothesis are true. And today, we would like to share with you, I mean, part of this research and also need to encourage you to read the whole report and also contribute to this discussion.

Terlya Hunt:

Amazing. And Jazmin, you touched on this a little bit in your answer just then, but I guess, Rakesh, could you tell us a bit more about what was the inspiration and catalyst for writing this report?

Rakesh Singh:

Yeah. So thanks for inviting once again. And it's a great [inaudible 00:03:51] talk about this beautiful project. The BAI was actually into this activity for a long time, and I happened to hear one of the presentation from Evan and this presentation actually got me interested into business agility and associated with DEI. So that was one thing. And second thing when Evan talked about this particular project, invited all of us, I had been with transformation in my job with Siemens for about three decades for a very long time. And we found that there were always some people, whenever you do transformation, they were not interested or they were skeptical. "We are wasting our time." And okay, that was to be expected, but what was surprising that even though Agile came up in a big way and people thought, "Okay. This is a solution to all our miseries," even though there was a focus on culture, culture was still our biggest issue. So it appeared to me that we are not really addressing the problem.

And as Jazmin talk about our goal and our hypothesis, and that was attractive to me that maybe this project will help me to understand why some [inaudible 00:05:12] to get the people on board in some of the Agile transformation.

Terlya Hunt:

Thank you. That was awesome. I think it definitely comes through in the report that this is a topic that's near and dear to all of you. And in the report you mentioned, there's a lack of consensus and some misalignment in defining some of these key terms. So thought to frame the conversation today, Jazmin, could you walk us through some of these key definitions, agility, diversity, equity, and inclusion.

Jazmin Chamizo:

That's a great question now, because over the last year, there's been a big boom on different topics related to diversity, equity and inclusion, I mean, especially with the Black Lives Matter movement and many different events that have affected our society in general. And with the rise of social movements, I mean, there's been a lot of talk in the area of diverse, equity and inclusion. And when we talk about agility, equality, equity and inclusion and diversity, I mean, it's very important to have a very clear understanding of what we mean with this terms. Agility is the mindset. I mean, it's really about having the customer, people, at the very center of the organization. So we're talking about agile ways of working. We're talking about more collaborative ways of working. So we can bring the best out of people and then innovate and put products into the market as fast as possible.

Now, when we were thinking about agility and this whole idea of putting people at the very core and customer at the very core of organization so we can respond in a very agile and nimble way to the challenges that our society presents at the moment, we found a lot of commonalities and a lot of similarities with diversity, equity and inclusion. However, when we talk about diversity, equity and inclusion, there's some nuances in the concepts that we need to understand. Diversity really refers to the mix. It refers to numbers, to statistics, all the differences that we have. There's a very long list of types of diversity. Diversity of gender, sexual orientation, ways of our thinking, our socioeconomic status, education and you name it, several types of diversity.

Now, when we talk about equality, I mean, we're talking about applying the same resources and support structures, I mean, for all. However, equality does not actually imply the element of equity, which is so important when we talk about now creating inclusive environments. With equity, we're talking about the element of fair treatment, we're talking about social justice, we're talking about giving equal access to opportunities for all. So it's pretty much about leveling the filed, so all those voices can be part of the conversation and everybody can contribute to the decision making in organizations and in society. So it's that element of fair treatment, it's that element of social justice that the element of equity has to contribute and that we really need to pay attention to.

And inclusion is really about that act of welcoming people in the organization. It's about creating all the conditions so people, everybody, can thrive and everybody can succeed in an organization. So I think it's very important, I mean, to have those definitions very clear to get a better understanding of how they overlap and how there's actually, I mean, a symbiotic relationship between these concepts.

Caitlin Mackie:

Yeah. Great. And I think just building on that, interaction, collaboration and helping every team member reach their potential is what makes Agile work. So your report discusses that there are lots of overlaps in those values with diversity, equity and inclusion. So I think, Rakesh, what are those key overlaps? It seems those qualities and traits go hand in hand. So how do we embrace them?

Rakesh Singh:

So if you see most of the organization which are big organization and being for about two decades or so, and you compare them with the startup organization, so in the traditional setup, normally people are working in their functional silos, so to say. And so the Agile transformation is taken care by one business function. It could be a quality team. It could be a transmission team. And DEI normally is a domain of an HR or people who enter the organization. And the issue is that sometime these initiatives, they are handled separately and the amount of collaboration that's required does not happen, whereas in a startup company, they don't have these kind of divisions.

So looking that as a basis, what we need to look at is that the organization should be sensitize that they work together on some of these projects and look at the underlying what is the commonality, and we can possibly either help each other or complement each other, because one example is, if I can give, it's very easy to justify an Agile transformation relating to a business outcome, okay, but any people related change is a very long-term change. So you cannot relate that to a business outcome in a shorter timeframe. So I call Agile and DEI as symbiotic. An Agile can be helped by a DEI process and DEI itself can be justified by having an Agile project. So they are symbiotic.

Now, what is the common thing between the two? So there are four items. I mean, there are many things which are common, but four things which I find are most important. Yeah? The first thing is respect for people, like Jazmin talked about being inclusive. So respect for people, both Agile and DEI, that's a basis for that. And make people feel welcomed. So no matter what diversity they come from, what background they come from, they're feeling welcome. Yeah? The second part is the work environment. So it's a big challenge to create some kind of a psychological safety. And I think people are now organizing, the management is now understanding that they think that they have provided a safe place, but people are still not feeling safe for whatever reason there. That's one thing.

The other thing is that whatever policies you write, documentation, policies or announcement, the basic things that people see, is it fair and is it transparent? Yeah? So I used to always see that if there are two people given bonus, if one person get 5% more, no matter how big is the amount, there's always felt that, "I have not got my due." Yeah? So be fair and be transparent. And the last one is that you have to invest in people. The organization need to invest in people. The organization need to invest in enabling them with opportunity to make use of new opportunity, and also grow and through learning. So these are four things that I can see, which actually can help both being an agile, and also having inclusive environment in the company.

Caitlin Mackie:

The report mentions that some of those opportunities to combine agile and diversity equity inclusion are being overlooked. Why do you think this is?

Rakesh Singh:

So I think that the reason why they're being overlooked is that, it's basically, educating the leaders. So it's just, if I'm in the agile world, I do not really realize that there are certain people related aspect. I think, if I just make an announcement, people will participate. Okay? So that's the understanding. On the other side, we got an input from quite a few responders saying that some of the DEI projects are basically words, are not really sincere about it. It's a waste of time. "I'm being forced to do certain training. I'm forced." So the sincerity part, sometime there's a lacking, so people have to be educated more at a leadership level and on at a employee level.

Caitlin Mackie:

I think a really interesting call out in your research is that many agile processes and rituals are built to suit the majority, which excludes team members with diverse attributes. Jazmin, what are some of those rituals?

Jazmin Chamizo:

Yeah, that's a great question. Now, if you think about agile and agile rituals and for example, I mean, daily standups, a lot of those rituals have not actually thought about diversity, or the design for diversity and inclusion. I mean, agile is a very on the spot and is a very, who can talk, type of rituals. But there's a lot of people, I mean, who might need more time to process information before they can provide inputs, so fast. So that requirement of processing information or giving input in a very fast manner, in daily standups, that might be overlooking the fact that a lot of people, with a different type of thought processing styles or preferences may need more time to carry out those processes.

So that would be, I mean, number one; the fact that it's very on the spot and sometimes only the loud voices can be heard. So we might be losing a lot of opportunities, trying to get feedback and input from people with different thinking styles.

Now, also, if you think about organizations in different countries, where English is not the native language of a lot of people, they may also feel a lot of disadvantage. This happens a lot in multinational organizations, where people whose, you know, first language is English, they feel more confident and they're the ones who practically may monopolize now the conversations. So, for people who's first language is not English, I mean, they might feel at a disadvantage.

If you think about older employees who sometimes may not be part of an agile transformation, they might also feel that are not being part of the team and they may not have the sense of belonging, which is so important in an agile transformation and for any organization. Another example, I mean, would be people, who because of their religious belief, I mean, they need maybe to pray five times in a day, and I mean maybe a morning stand up might mean very difficult to adapt to, or even people with disabilities or language differences, they feel a little intimidated by agile. So there's a lot of different examples. And Doug report actually collects several lived experiences, by the respondents that we interview that illustrate how agile has been designed for the majority and for a more dominant type of culture and that highlights the need to redesign many of these rituals and many of these practices.

Caitlin Mackie:

Yeah, I think just building on that in your recommendations, you mentioned consciously recreating and redesigning these agile ways of working. What are some of the ways we can rethink and consciously create these?

Jazmin Chamizo:

Mm-hmm (affirmative). Well, the good news is that, during our research, and during our field work and the conversations that we had with some organizations mean there's a lot of companies and organizations that have actively implementing them different types of practices, starting from the way they're managing their meetings, their rituals, their stand ups, giving people an opportunity to communicate in different ways. Maybe giving some room for silence, so people can process their information or providing alternative channels for people to communicate and comment either in writing or maybe the next day. So it doesn't have to be right there on the spot., and they don't feel under that type of pressure.

Now, another example would be allowing people, I mean, to also communicate in their native language. I mean, not necessarily using English, I mean, all the time as, I mean, the main language. I think it's also important for people to feel that it can contribute with their own language, and also starting to analyze, I mean, the employee experience. We're talking about maybe using non-binary options in recruitment processes or in payroll. So, I mean, starting to be more inclusive in the different practices and analyzing, I mean, the whole employee journey. I mean, those are some examples that we can start implementing to creating a more inclusive environments. And the one that is the most important for me is encouraging leadership to intentionally design inclusive work environments through the use of, like creating environments that are really where people feel safe, where they have this. Psychologically safe.

Terlya Hunt:

The whole section on exploring and challenging existing beliefs is so interesting. And I would definitely encourage everyone listening to go and read it. I could ask you so many questions on this section alone, because I think it was full of gold, and honestly, my copy is highlighted and scribbled and I read it and reread it, there was so much to absorb. The first thing that really stood out to me as a HR practitioner in an agile organization was this belief that focusing on one or two areas of diversity first is a good start. And from your research, what you actually found was that survey respondents found this method ineffective and actually harmful for DEI. And in your research, you also reference how important it is to be intentional and deliberate. So I guess, how do we balance this need for focus and creating change with these findings that being too narrow in our focus can actually be harmful? Might throw this one to you, Rakesh.

Rakesh Singh:

So actually, thanks to the reform data report, very interesting, in fact, we presented to quite a few groups. And one of the thing that I observed when we are talking about some of the beliefs and challenges, there were immediate to response say, "Hey, we do experience in our area." So, what we realized is that this whole aspect, as Jazmin talked about, many dimensions. So if you look at inclusiveness, and diversity and equity across organization, there are many streams, and many triggers. As diversity, we understand, okay, in very limited way, it may be gender, or it may be religion or country, but actually, it's much more in a working environment, there are many dynamics which are [inaudible 00:22:15]. So the challenges, what we saw was that if you pick up a project in a very sincere way and say, "I'll solve one problem, okay?" Let me say I solve problem of a region or language, yeah? Now the issue is that most of the time, we look at the most dominant and identify that problem.

So what happens is that you actually create an inequity right there, because there are other people they are suffering. They are, I won't say, "Suffering," but they're influenced by other factors of diversity and they felt, "Okay, nobody's really caring for me." Yeah? So you have to look at in a very holistic picture, and you have to look at in a way that everybody is on board, yeah? So you may not be able to find solution to every specific problem, but getting everybody on board, and let people work in some of the environment or either psychological safety or the policy level, so create an environment where everybody can participate, and issues can be different so they can bring up their own issues, and make sure they feel that they they're cared for. And that's what we actually observed.

Terlya Hunt:

And the second belief I thought was really interesting to call out was that this belief that we will adapt to somebody's beliefs if they ask. And your research found that not everyone is able to disclose their needs, no matter how safe the working environment, so that by relying on disclosure is the first step in the process,. Organizations will always be a step behind and, and also place the burden of change on marginalized groups. What are some things we can do, Rakesh, to remove this pressure and to be more proactive?

Rakesh Singh:

So there are a couple of things that we need to look at when we talk to people, actually, they discussed about the problem, and they also recommended what could be right, we are doing it. And we also discussed among ourselves. So one thing which was very clear that there was a little doubt about the sincerity of leadership. And so, we felt that any organization where leader was very proactive, like, for example, what is the basic reason, if I have a problem, if I talk about it, I am always worried what will happen when I disclose it? And is it the right issue to talk about it? So, these are the questions would inhibit a lot of people not to talk about it at all. So, that's where the proactive leadership can help people to overcome their inhibition and talk about it, and unless they discuss about it, you'll never know if there's a problem. So, that's the one thing. So, that's the approach.

So there are a couple things that we could also recommend, is proactive leadership to start with, and something which can be done is there are a lot of tools available for the managers, yeah? People leaders, I would call it. Things like coaching, so you have a grow model where you can coach an individual person, even as a manager or as an independent coach, then having a facilitation techniques. When I started my career, they were not a training on facilitation, just going to the room and conduct the meeting. But they're very nice tools, facilitation techniques, which can be brought out to get people to participate, and so things like that can be very useful for being proactive and drawing people out of their inhibition. That definitely is with the leader. That's why we call it servant leadership. It is their job to initiate and take the lead, and get people out of their shell.

Terlya Hunt:

It ties quite nicely into the next question I had in mind. You both actually today have mentioned a lot of challenging beliefs, and calling things out. We need to build this awareness, and create safe spaces, and create psychological safety in our teams. What are some examples of how we can create safe spaces for these conversations?

Rakesh Singh:

The examples of someone creating safe places is ... I would say that educating people and the leaders. What I have seen is that if the leadership team recognizes that and educates the managers and other people ... You need to actually train people at different level, and create an environment that everybody's participating in the decision making, and they're free to make choices within, of course, the constraint of the business.

The focus, where I would put it, is that there are many educational programs and people would like to educated, because I normally felt that I was never trained for being a good leader. There was never training available. But these days we find that a lot of educational programs highlighting a various issue, like microaggression, unconscious bias, psychological safety. People should understand it. Things like being empathetic. These terminologies are there, but I find that people don't really appreciate it and understand it to the extent that they need to do, even though they are in a leadership position.

Caitlin Mackie:

Thanks for sharing, Rakesh. I really love what you mentioned around proactive leadership, there. Your research found that 47% of respondents believed organizations who achieved this unity of Agile, and diversity, and equity, and inclusion will reap the benefits and exceed competitors. Jazmin, what did these organizations do differently?

Jazmin Chamizo:

Yes. That's a great question. Actually this ties very nicely with idea of servant leadership, inclusive leadership, and how leaders have this incredible challenge of creating workspaces that are psychologically safe, as Rakesh just mentioned. This is really everybody's responsibility, but it has a lot to do with a very strong leadership.

We found that several other organizations that we interviewed, they had a very strong leadership team, that they were really committed with diversity, equity, and inclusion in their agile transformation, and they were able to put DEI at the very core of the organization. That's number one, having a very strong leadership team that's actually committed to diversity, equity, and inclusion, and that does not perceive DEI efforts as isolated actions or initiatives.

This is something that we're seeing a lot nowadays. As a DEI coach and consultant, sometimes you see, unfortunately, several organizations that only try very isolated and very ... They don't have long-term strategy. What we have seen that actually works is having this committed leadership team that has been able to put DEI at the very core of their strategy.

Also a team that has been able to serve as an advocate in diversity, equity, and inclusion, and agility, and they're able to have advocates throughout the organization. It's not just one person's job. This calls for the effort of the whole organization and individuals to commit to DEI and be actively part of the agile transformation.

Also, I would say, leaders that embrace mistakes and embrace errors throughout the process. This is something that came up a lot during our conversations with people in different organizations, that in many cultures and in many organizations, mistakes are punished. They're not perceived as a source of opportunity.

One of the tips or best practices would be having leaders who are able to show the rest of their organization that mistakes are actually learning opportunities, that you can try things out of the box, and you can be more innovative. That even if you fail, you're not going to be punished, or there won't be any consequences because of that, and, quite on the country, that this is actually a learning opportunity that we can all thrive on.

Caitlin Mackie:

Yeah. I completely agree. What benefits did they see?

Jazmin Chamizo:

They definitely saw a greater working environment. This is something that was quoted a lot during our interviews with respondents, that individuals saw that they had the chance to try new and innovative ideas. Definitely greater innovation, more creativity. Business morale actually ultimately went up, because they saw that the organization was actually embracing different perspectives, even if they fail. This definitely called for greater innovation.

I would say innovation, more creativity, and a better working environment. Absolutely new products, new ideas. That if you think about the current circumstances with COVID, this is what organizations have to aim at. New products, more innovation to face all the challenges that we have nowadays.

Terlya Hunt:

Powerful things for the listeners to think about. Here at Easy Agile, our mission is to help teams be agile. Because we believe for too long the focus has been on doing, when the reality is that Agile is a constant journey of becoming.

There's a specific part in the report that really stood out to me that I'd like to read. "Agility is a journey with no fixed endpoint. The road towards creating diverse, equitable, and inclusive environments is the same. Agility and DEI can be pursued, but never fully achieved. They are a process of ongoing learning, reflection, and improvement. A team cannot enter the process of improving business agility or DEI with a mindset towards completion, and any model that unites Agile and DEI will ultimately be ineffective if those taking part are not ready to embark on an ongoing quest for self improvement."

I absolutely love this quote. Rakesh, let's explore this a little bit further. What more can you tell me about this?

Rakesh Singh:

Actually there's an interesting thing that I would like to share to start with. We wanted to look for a organization who would help us interview their people and talk to their people. The way organizations responded ... Some responded, "Shall I allow my people to talk to somebody? It could be a problem." But then we got other organizations, they were actually chasing us. "We would like to be part of this, and we would like to get our people interviewed." They were very positive about the whole thing.

I happened to talk to the DEI corporate manager, a lady, and the way she was talking was ... She was so much, I would say, passionate about the whole thing, even though at least I felt that they were very high level of awareness of DEI. But the quest for learning and finding out what they could do better was quite astonishing and quite positive.

That's where my answer is, is that ... If you look at the current pandemic, and people realized that, "Okay. We have to work from home," initially some people found it great. It's a great thing. Work-life balance. "I can attend my home." But after some time they found it's a problem. There's other problem.

The point is that, in any organization, where it's a business or a social life, or people, it just keeps changing. There's no method or policy which is going to be forever valid. There's a continuous learning process that we have to get in.

What we need to do is focus on our goal that we want to achieve. Depending on the environment, that's what we call business agility. Now bring it to people as well, because it is a people ... We talk about customer centricity, and all that. But finding it's the people who are going to deliver whatever organization want to. You have to see how their lives are getting impacted.

We are discussing about getting people back to office. The problem is that, a city like Bangalore, it's a very costly city and very clouded city. People have gone to their hometown and they can work from there. Now, to bring them back, you have to approve them back again. To cut short the explanation, our life is changing, constantly changing, and technology and everything is putting ... People have to look at methods and approach of how they can be adapting themself on a continuous basis.

Learning is a continuous process. In fact, when I got into Agile and people ask me, "How many years of experience you have?" I generally say five years, because anything that I did before five years is actually the wrong practice. You have to be continuously learning, and DEI and Agile is no stranger to this situation.

Caitlin Mackie:

I love that. I think fostering that continuous learning environment is really key. I suppose, on that, a few of the recommendations from the report are centered around getting deeper training and intentional expertise. Jazmin, what further recommendations, or courses, or practitioners are there that people can engage with after this episode?

Jazmin Chamizo:

Sure. An important part of our report was a series of recommendations to the entire agile community, and practitioners, to organizations, and agile coaches. You can see that. You could get more specific information in our reports. I would like to encourage all of you to read. Definitely when it comes to agile coaches and consultants, we're encouraging people to learn more about diversity, equity, and inclusion because one of the insights and the learnings we drew from this research is that diversity, equity, and inclusion is not specifically included in the agile world.

When we talked to the respondents in many different countries, they did not spontaneously made the connection between agility, Agile, and diversity, equity, and inclusion. But the more we talk about it, they discovered that, indeed, they were very closely overlapped. There was a symbiotic relationship between them, because you're putting the person and everything that relates to that individual on the very core of the organization, on the transformation.

Definitely we do encourage ... Leaders and agile coaches need to start learning more about our DEI, building that proficiency, learning more about unconscious bias and the impact of unconscious bias, and discrimination, and racism that we'll continue to see in organizations. They're more mindful of those voices that are not being heard at the moment in the present conversations. They can learn different techniques or different methods to be more engaging and more inclusive.

When it comes to the agile community in general and influencers, it is important to mention that Evan Leybourn, the founder of the Agility Institute, is having at the moment some conversations with important institutions in the agile community, such as the Agile Alliance, because we are looking for ... That's what Gen Z-ers are looking for. There's a big call out there for organizations to embrace this type of transformation, but putting DEI at the very core of the organization. That's what I would like to say.

Contribute to the discussion. This is a pilot project. That we are hoping to conduct more research on other DEI areas related to agility. We would like listeners to be part of the conversation, and to contribute with their experience, to improve the state of agility in the current moment.

Caitlin Mackie:

Thank you both so much for joining us today. Thoroughly enjoyed our conversation. I can't wait to see how Agile and diversity, and equity, and inclusion evolves in the future. Thank you.

Jazmin Chamizo:

Thank you so much for having us. It's been a pleasure.

Rakesh Singh:

Thanks a lot to both of you. It was nice to share our experience. Thank you very much.