Easy Agile Podcast Ep.15 The Role of Business in Supporting Sustainability Initiatives with TietoEVRY

"It was amazing to talk with Ida and Ulrika from TietoEVRY, they are truly leading the way in sustainability" - Rebecca Griffith
Rebecca and Caitlin are talking with Ida and Ulrika from TietoEVRY, about big picture sustainability and the role of business in supporting sustainability initiatives.
🌍 Implementing sustainability in daily business operations
🌍 The role of technology in advancing sustainability
🌍 Ensuring your sustainability & DEI report doesn't turn into a stagnant document
🌍 Framing challenge in a way of opportunity
🌍 Getting the whole team on board
An important listen for everyone, enjoy!
📲 Subscribe/Listen on your favourite podcasting app.
Transcript
Caitlin Mackie:
Hi, everyone. Welcome to the Easy Agile Podcast. I'm Caitlin, marketing coordinator at Easy Agile.
Rebecca Griffith:
And I'm Beck, team and operations assistant at Easy Agile, and we'll be your host for this episode. Before we begin, we'd like to acknowledge the traditional custodians of the land from which we broadcast today, the worthy, worthy people of the Tharawal nation and pay our respects to elders past, present and emerging. We extend that same respect to all aboriginal and Torres Strait Islanders people joining us today.
Caitlin Mackie:
Today, we're joined by Ida and Ulrika from TietoEVRY. Welcome. Thanks for joining us.
Ida Bohman Steenberg:
Thank you so much for having us.
Ulrika Lagerqvist Von Unge:
Thank you.
Rebecca Griffith:
It would be great if we could start with some introductions. Ida and Ulrika, could you tell our listeners a bit about yourselves and your role at TietoEVRY?
Ida Bohman Steenberg:
Yes, of course. I'm Ida and I'm heading up the sustainability team at TietoEVRY since four years back. And Ulrika?
Ulrika Lagerqvist Von Unge:
Yeah. I work within the sustainability team as a sustainability manager also here at TietoEVRY.
Rebecca Griffith:
Excellent. Thank you. Thanks for the introductions. Let's jump in. For our listeners who might not be familiar with TietoEVRY, can you give us a bit of an overview about what the company does?
Ida Bohman Steenberg:
Yes. Sure. We are a company based in the Nordics, like very, very far away from sunny Australia. We are a tech company. We provide different solutions. For instance, in software, cloud and infra and also business consulting. I think nowadays, we are the biggest tech provider in the Nordic, at least.
Caitlin Mackie:
Sustainability is a huge part of TietoEVRY. You really have a robust sustainability game plan and your strategy for 2023, which highlights your key priorities for ethical conduct, climate actions and creating an exciting place to work for your employees. Can you elaborate on the sustainability game plan for 2023?
Ida Bohman Steenberg:
Yeah, we would love to. The sustainability game plan is our long term plan that we created last year. We were actually two companies merging into one last year. We had different legacies. X Tieto were good at some things and X EVRY were good at some things, but of course, we had lots of challenges too. We had to sit down and really try to find out what should be our focus going forward and not only actually to build upon what we already have, but also look at the major challenges out there to see like, where do we want to be and what role do we want to have? We created a game plan that is two-folded. We have like the responsible operations that is the traditional sustainability work that you would find at any organization that takes sustainability seriously.
We have the ethical conduct where we have business, ethics, and the corruption, cyber security, privacy, human rights, responsible sourcing, for instance. Then, we have exciting place to work, which is more like HR related because we're people companies, we have to be very good at this in order to attract the right talent and also to keep the talent that we have. We have major challenges when it comes to bringing in and keeping women in our sector, for instance, so we have to be very good at diversity and inclusion and also employee experience, of course, to make this a fun place to work at. Then, of course, climate action may be the one thing that people think about most when they think about sustainability due to the emerging climate crisis. We work a lot with that, of course, and also circular economy and our take on that.
That is like the foundation for us that we have to be very good at like our license to operate, and we work throughout the value chain with these topics, but then because we are a tech company, we also wanted to see what can we do to not only improve our own sustainability performance, but foremost our customers? What's due, I think, and what really stands out for TietoEVRY now is that we have this really, really strong business focus going forward for this sustainability game plan. I was thinking maybe Ulrika could take over and explain and elaborate a little bit about the upper half of the circle.
Ulrika Lagerqvist Von Unge:
Yeah, exactly. What we identified when we were developing this strategy or long term plan was that some of our biggest impacts also actually resides among our customers. We have a lot of capabilities and we have a lot of customers, so why not combine those and see where do we have the biggest opportunity in terms of actually helping our customers to become more sustainable? We developed a methodology where we investigated our capabilities, our customer pain points, our customer opportunities and landed in four broad impact opportunities. That's where we have business opportunities in making our customers sustainable. Those are new focus areas within our sustainability long term plan, where we engage with our own business to drive these areas and develop together with our customers to create positive impact on people, planet and societies.
Ida Bohman Steenberg:
I think also if I may add to that, Ulrika, so we set the plan to do that, and we had of course, a lot to build upon. We had lots of good reference cases, but of course, we needed to pin it down to get the buy-in from management. Also, of course, get the resourcing. We started with identifying those areas where we think that other people have, or other customers or stakeholders have impact opportunities, which means a business opportunity for us. We must not forget that, but in order to actually deliver in a good way and at the speed that our customers require, we also had to create a consultancy team that could help in the delivery organization because the customer requirements become... The pressure was so high.
For our little team group sustainability, we couldn't really handle everything, so we created something that we call the sustainability hit team, which is a consulting team consisting of consultants that knows data and sustainability within business consulting. Ulrika, you have been given also... You have the role of leading this group, perhaps you would like to say something more about that group?
Ulrika Lagerqvist Von Unge:
Yeah. Yeah. Sure. Well, this is a group of people that, just as Ida said, they have this kind of expertise, combining sustainability knowledge with IT and technology. We work together to identify both ongoing projects that might be related to sustainability in one way or the other that we perhaps can scale and create synergies, but we also work to identify new opportunities, having our ears towards the ground and listening into what do the customers actually want to have. Then, we take in these opportunities and try to see how we can develop them to actually support our customers. Hopefully, this team will just continue to grow and us with our other efforts, become very integrated in all our business operations. That is at least our aim, so the responsibility lies where the responsibility is sort to say.
Rebecca Griffith:
That's wonderful. Now, I think you've kind of touched on this in a broader sense, but in the TietoEVRY annual report, you talk about implementation of sustainability into daily business operations. What are some other key ways that you're doing this?
Ulrika Lagerqvist Von Unge:
Yeah. If I can start, Ida?
Ida Bohman Steenberg:
Sure.
Ulrika Lagerqvist Von Unge:
I think one of the most important things is to involve everyone from the beginning in what we actually should focus on and what are the most important topics in terms of sustainability, both for all our stakeholders, but also for our business, so that we actually give the ownership of sustainability to the organization. Not so that they feel it comes from the side or from above, but it's actually something that is relevant and that the organization owns. That means that each and everyone has the responsibility to also contribute to our joint targets that we also have involved the different business leaders and parts of the organization in setting. I think that ownership is a keyword here to actually enable integration of sustainability in the operations. Ida, do you agree?
Ida Bohman Steenberg:
Yeah. No, but the group sustainability, our group, we are a small team consisting of specialists with long experience, but we are only so many, so we have to have a very integrated way of working in order to make this fly. What we've been focusing on a lot since many years back is to get it integrated. For instance, if we look at responsible sourcing, which is crucial how we handle our supply chain. We work closely together with a chief procurement officer. The sustainability goals that we have that are public and that we disclose every year in our annual report is just as much his goals as it is our goals, so we really get some power behind driving it and we get the results that we need in order to move forward. That is one thing. Then, as Ulrika explained earlier in the last question about the sustainability hit team, how we also now have taken this step further to really approach the business in a more structured way that we have done before. As I said, we had very good reference cases and we have a portfolio of sustainability related services, but now we're doing this in a much more structured manner because of the market, the demands that has increased so much.
Caitlin Mackie:
Yeah. That's great. I think what you mentioned, having that structure helps with that company buy in and getting everybody on board and realizing that it's everybody's commitment and it's like a journey you're all on together. Yeah. I think that's great. Something that's often talked about is the overlap between business and sustainability and the role of the business in addressing some of the major challenges we face as a society. I think so many look to clearly distinguish their responsibility and draw a line somewhere, but I'm not so sure that's the right approach. TietoEVRY certainly recognizes they have an important role to play and really pave the way towards carbon neutrality. What's your approach to this?
Ida Bohman Steenberg:
Okay. First of all, I think there must be an overlap or there must be like, if you are a company like we are, we cannot do things that we don't think also is good for us, like financially long term. That is the beauty of sustainability. If you have good and long term targets, it's also support the growth of the company in financial terms, so we always have both those perspectives in mind, creating strategies going forward. For us, we work both for our own operations when it comes to climate change to decrease our carbon footprint, obviously, so we are changing. We have renewable energy in all our data centers and offices. We are now currently at 80% and approaching 100. It's going to be difficult. The last percent is always the most difficult ones, but we have a good development as for now.Then, of course, we work super hard because this is the, I think number one question that our customers is asking for, ways to manage their own carbon footprints. Here we are strong in data, of course. Do you want to add something around that?
Caitlin Mackie:
No, but I think that the first reflection that you had that we have this financial perspective also when developing the sustainability plan, it's important because I think that what we see is that... Our business is doing business. Yes, of course. But if you don't do it right, there will be no business on a dead planet, right? So that you have to have the long term perspective where you take into account all the different aspects. It's not only the financial, because they're also interlinked. I think that also the risks that are connected to, for example, climate change for business operations, so the inbound risks that the surrounding is posing to us are becoming more and more clear. I think that it's also becoming evident that if you don't have sustainability integrated in your operations, you will no longer have a license to operate in 2021 and beyond. I think it's just a smarter way of doing business, to be honest.
Rebecca Griffith:
We can all acknowledge that climate action is one of the biggest global challenges for our generation. In recognizing that this is one of your key priorities to address, how do we take these challenges and frame them in a way of opportunity?
Ida Bohman Steenberg:
Well, this is the beauty of being a tech company. We have the luxury of not having lots of goods that we need to take care of cotton or food or so, so we can go straight to the point, I think, and start to listen to what our customers need and create services and solutions that support them in their journey to decrease their carbon footprint. It sounds very easy when I say it like this. It's not that easy, of course. It requires a lot of hard work and everything, but that's what we should do. I think that when you look at the crisis that is emerging, the tech industry is also seen by the other industries as the great enablers. I think that we have a key role to play. I think that we have a responsibility to our stakeholders to be there and to be in the forefront.
I think that's what we've been doing. For instance, for the last year, the guest team has been working on a very interesting solution called the sustainability hub, which actually addresses this spot on. Would you like to...
Ulrika Lagerqvist Von Unge:
Yeah. Yeah. Definitely. I totally agree with you, Ida. The tech industry, it's really an enabler and that also means that there's a lot of business opportunities. As you said, the sustainability data hub voice, one of our responses to these kind of business opportunities that we see out there, so what happened was that we were sitting and discussing and realized that one of the biggest obstacles for companies to actually integrate sustainability into decision making, into risk management analysis, et cetera, is the lack of data as you have now produced your own ability report, the big hurdles that comes with actually collecting the data for that report, it sits in shattered data sources.
The collection is often manual. The data might not be in the right shape. Most companies actually collect the non-financial data once a year for their annual sustainability report. That means that when you have that data, you are actually steering through the rear view mirror because you are not steering proactively by taking fresh data into account when you take your decisions or plan your operations. What we did was that we started to develop a solutions, which builds on automating the data collection of sustainability data by helping customers to identify where does the data sit? How can we actually automate it? Is it via automation, via IoT solution? Who will use the data? Which KPIs and metrics do we want to map it against? How often do we want the data to be updated? Then, visualize it in real time? A modern way of an ERP system for ESG data, you could say, so that it is actually possible to equate non-financial inform and with financial information.
That should give the opportunity for companies to treat the data in the same manner and actually integrate sustainability into the decisions that they take. For example, let's think about the impact of us going from working at the offices to now working hybrid. What are the actual impacts? Can we see that the sick leave has increased or decreased? How has the carbon emission been impacted by us not traveling back and forth to the offices? If we have that data, we could also use that to decide whether we should continue with hybrid working, or if we should force our employees to come back to the office, or if everybody should be working from home. If you can get hand of that collective view of the activities that you take, you could also make more holistic and informed decisions. That's one response kind of how we try to treat sustainability as a business opportunity and identify which are the pain points that our customers have in terms of co-creating a sustainable future, and where can we tap in into that? That is the kind of beauty, as you said, our industry.
Ida Bohman Steenberg:
It is.
Rebecca Griffith:
Really interesting looking at it in real time, as you said, as opposed to a retrospective assessment of the data, which really, you can't change.
Ulrika Lagerqvist Von Unge:
Exactly. Yeah.
Ida Bohman Steenberg:
Yeah.
Rebecca Griffith:
What's the point in waiting another 12 months to then look at it again when you have completely done [crosstalk 00:18:32]?
Ida Bohman Steenberg:
Yeah. Both sustainability.... Yeah. Sorry. Both sustainability and tech is moving extremely fast. I think we need to work like this. I think customers are going to require... We see more and more before they wanted us to report once a year, but now so many of our customers, they want us to report different types of data related to the solutions or our delivery to them on a quarter basis. The more we can have real time data, I think it's going to be the new normal very soon.
Ulrika Lagerqvist Von Unge:
Me too. That will be a huge game changer for companies. When the data is there, you can get it black on white. There is no excuse for taking bad decisions, right?
Caitlin Mackie:
Yeah. Yeah.
Rebecca Griffith:
Quite exciting.
Caitlin Mackie:
Exactly. I don't know about you, Beck, but I'm definitely sitting here being like, "Wow," at all, like this would've been super handy 12 months ago.
Ulrika Lagerqvist Von Unge:
Yeah.
Ida Bohman Steenberg:
It's out there. Yeah.
Ulrika Lagerqvist Von Unge:
Yeah.
Ida Bohman Steenberg:
It's on the market, so you're more than welcome.
Caitlin Mackie:
All right.
Ulrika Lagerqvist Von Unge:
I think that's also typical from sustainability that you have to understand that the solutions to all of these kind of complex problems, they can't be solved by any actor. We need to work in ecosystems and everybody will have to bring their expertise to the table. Then, we can get things to actually be solved. I hope that that logic will also impact other areas so that we more try to cooperate instead of having the cake ourselves, because then there will be no cake left over. That would be sad.
Caitlin Mackie:
It's so, so refreshing to hear you say that. I think for so long businesses have always had this idea about, "Oh, competition," and like, "Keep what's yours. Keep it to yourself. We're going to succeed in this area." But moving into this space, it's just not about that anymore. It's about how we can collaborate together to reach those solutions. I think that's so powerful.
Ida Bohman Steenberg:
For sure. No. Sustainability is horizontal work. As an organization, as an entity, as a company, we are not stronger than our closest stakeholders anyway. Our performance is very much reliant on their performance.
Ulrika Lagerqvist Von Unge:
I think it's so interesting also because since we come from that kind of background, Ida and I also always working across all silos, across all kind of company functions. We also get a special role in our company because we don't have the legacy of working in silos, so we just totally break them all the time because we're not aware of them. That's just what is needed to be able to get the job done. I think that it's really interesting to see how the organization actually appreciates that.
Ida Bohman Steenberg:
Yes. Sometimes, they don't.
Ulrika Lagerqvist Von Unge:
Sometimes, they don't. Exactly. Sometimes, they don't. Yeah. That's true. Yeah.
Ida Bohman Steenberg:
But we have our battles internally. If you're a sustainability professional working in a big organization, you must be very prepared to have those tougher discussions as well, but we all get there, not always on time from our perspective, but that's the way it has to be. Fearless and just...
Ulrika Lagerqvist Von Unge:
Stubborn.
Ida Bohman Steenberg:
Stubborn, and don't be too bothered about silos or hierarchies or so, because then you will never get anything done.
Caitlin Mackie:
I wanted to highlight or expand on the idea of opportunity and the fact that we constantly need to be exploring new and better ways of doing things so that we can move forward. It would be great to get your thoughts on the role of technology in advancing sustainability. I know you've touched on it, but it'd be great to elaborate.
Ulrika Lagerqvist Von Unge:
If I start, then you can build on it.
Ida Bohman Steenberg:
Sure.
Ulrika Lagerqvist Von Unge:
I think that some of the business opportunities or the solutions that we can develop are cross industrial. For example, the need for data and the need to get hold of it and to visualize it and to be able to act on it, is of course, something that all companies in all industries could make use of. But then, I think that for many solution, they are industry specific. For example, logistic. They need certain solutions to be able to optimize their logistic, their rooting, or to better pack their lorries and trains, et cetera. But I think that... There are both this industry specific solution and this cross sectional business opportunities stuff that you have, and also one of the hidden gems within the IT sector is the side effects of digitalizing services or solutions.
It's also important to understand that even though a solution might not be developed and deployed for the use of mitigating or climate change, for example, the actual impact of its implementation might lead to less carbon emission. Let's think about we have a solution that is called patient engagement. It means that you could engage with your doctors and nurses over your phone, which means that you don't have to take the public transportation or your own car to the hospital or to the medical clinic, which of course saves that transportation and in turn, saves carbon emissions if you travel with something except for an electric car. Many of the digital solutions actually have that positive hand print impact or effect, I would say. Of course, the opportunity of expanding on those is also massive and to identify them, perhaps it's the possibility. If you have a patient engagement app, could you use it for other purposes for other users to increase the impact.
Rebecca Griffith:
At Easy Agile, one of our goals was to establish a baseline and publish our very first sustainability and diversity report, which I believe we've shared with you. We'll also share that report as well as the TietoEVRY annual report in the show notes for our listeners. But what advice would you give to organizations to ensure that these kind of documents don't turn into a stagnant document or a mere check of the box exercise? How do we use these reports to encourage conversation and continually seek ways to improve?
Ida Bohman Steenberg:
Okay. I get so many thoughts now. First of all, keep up with an upcoming frameworks. Don't get stuck in all the good old GRI for instance. In the European Union, so we are now approaching the taxonomy reporting or TCFD or so on. Go for those new ones. Also, of course, everybody has to do the ground work. You have to do your stakeholder engagement, the dialogues, the materiality analysis in order to know that you focus on the right things and so on, and you have to have really concrete goals and action plans and KPIs and everything, so you can measure your performance against the goals that ultimately what sustainability reporting is about. But then, I think the opportunity with reporting, because reporting can be a little bit boring too, in a sense, and it can feel stagnant in a way. It is that it's such an important tool in the strategy work.
This is where you get the attention from the leaders like, "What goals are we going to have and how did we do and so on?" That's where you can have the good discussions or you can also raise the ambition level as you go along. That I think is really crucial. Use it as a strategy tool as well, and then never get stuck in like, "Oh, yeah. It's good. We met our targets. We moved 3% forward or whatever." Don't think so much about that. Think about lie what are the major challenges right now? What is your role as an organization? No matter what organization you are, find your way to be part of the solution instead. We have that discussion sometimes internally. People are like, "Oh, but you're doing so good. You have a good results and so on."
But for me and Ulrika and our sustainability professionals, we're like, "Yeah. Okay. We move forward. That's good." But from a greater perspective where we are reaching the tipping point for the planet, so we feel other pressure in order to move forward faster. Don't end up in like, "Yeah. We move forward. We're keeping the pace." Full on power ahead, and speed is of essence going forward.
Ulrika Lagerqvist Von Unge:
Yeah. No, I fully agree. I think that's really good reflections to hook the sustainability reporting up on the challenges to understand. What are the purposes? What are we actually trying to achieve by this report? We are trying to contribute to minimize the negative impact and to increase the positive impact, and the sustainability report is a tool for that. I think another thing that is really important is to actually also engage with the organization to get them define their own targets and their own metrics to report on, so that they feel ownership. For some of the areas that we have in our sustainability report, when we have an engaged partner within the organization that themselves have ideas on targets, we develop their own KPIs.
They feel that, "I really believe in this. I want to work with this." Then, the follow up and the continuous reporting is much easier than while we have perhaps other parts of the organization where there isn't so much clear targets internally, so that the sustainability report is more felt like something that is done on an annual basis just collecting the data, but not making use of it actually. Just create that commitment and build on the company's own targets and own KPIs that are useful. Then, of course, sometimes if you do report according to a sustainability framework such as the GRI standards, which is commonly used in Europe, then you, of course, need to report according to some of the metrics in that standard, but then add your own key guides, your own metrics, because that will make the organization feel engaged, I could say.
Ida Bohman Steenberg:
Yeah. Yeah. Basically to summarize that, so three things, do the groundwork according to the upcoming and fresh frameworks, and then two, use it as a strategic tool to have those important discussions with management and make it a part of the overall strategy, so you don't end up with the sustainability strategy and an overall strategy. Then, three, be bold. Look at the challenges and not only what's doable or keeping the trend or whatever. Those three things, I think is important to have in mind.
Rebecca Griffith:
Spot on.
Caitlin Mackie:
Yeah. I love that. I think that's great advice, especially the idea of you're mapping out what you're doing internally and what that looks like, but being able to take that step back and say, "Okay. But what does this contribute to in the big picture? What are we actually helping and what are we doing to move in the right direction?" Something that I often think about is things like the UN sustainable development goals and looking at those and being like, "Well, what can we do to of map where we are at and where can we offer? What can we be doing in this space that helps reach those targets?" Yeah. Great advice. I love it. But I think just to wrap us up, our last question for both of you is looking forward, what keeps you hopeful?
Ida Bohman Steenberg:
It keeps me hopeful. Well...
Ulrika Lagerqvist Von Unge:
For me, I think the younger generation, to be honest. I think that seeing my brothers' daughters that are teenagers, or to see [inaudible 00:31:19] and the commitment that she's able to steer up, I think that gives me hope that things will move faster in the future. I think that's positive.
Ida Bohman Steenberg:
Yeah. I also second that. I think I visited the school last week with students like 18, 19 years old, and I've been doing that every year for a couple of years now and I always ask them, "What do you know about sustainable? What do you think about it?" Before, it was like, "Yeah. The environment or recycling maybe," but now they were like, "Yeah. The UN SDGs..." So the level of knowledge has increased so much. There is huge interest and when I gave them, "What can you do on a practical level if you want to live a more sustainable life?" They were like, "Yeah. Don't buy a new party cup for the Friday night. Borrow from your friends, or there are these sites. I can text you these sites where you can borrow dresses and stuff like that." They are doing it in real life in such a good way where they combine technology and sustainability, so they're much more tech savvy than we are. I was very inspired by that.
Ulrika Lagerqvist Von Unge:
They're also willing to actually sacrifice stuff. It's like, "No, we don't fly. We don't do this because we would like to have a future to live in." I think that that is something which we are so comfortable and so used to having a certain lifestyle, but they are perhaps not and they are challenging that lifestyle that we have been having, which has also led to where we are today.
Ida Bohman Steenberg:
I think also to add to that, I think that finally the leaders of our countries are getting it, at least getting close to getting it. I think things are changing, so that's good, but my hope stands to the young ones still.
Rebecca Griffith:
It's nice to feel that it's becoming a normal part of consciousness for the newer generations where it's something that we had to learn to appreciate and respect and to take action on, but it seems to be a part of their upbringing and a way of life now, which is great.
Caitlin Mackie:
Well, I think that's great. I think it's great to leave the episode on such a high and leave the audience with a bit of inspiration moving forward. Thank you both for taking the time to chat with us and sharing your expertise with the Easy Agile audience.
Ida Bohman Steenberg:
Thank you so much for having us. It was fun to talk to you, and it's nice also to talk about the perspectives from the Nordics and from the tech industry. Thank you very much.
Rebecca Griffith:
Thank you.
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On this episode of The Easy Agile Podcast, tune in to hear Henri Seymour - Developer at Easy Agile speak with Matt Reiner - Customer Advocate at K15t.
Henri & Matt are talking all things technical documentation (we promise this episode is way more interesting than it sounds! 😉)
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So many golden nuggets in this episode!Be sure to subscribe, enjoy the episode 🎧
Transcript
Henri Seymour:
Hi, everyone. This is the Easy Agile Podcast. We've got an episode today with Matt Reiner. I'm your host for today, Henri Seymour, developer at Easy Agile. And just before we start the podcast, I'd like to acknowledge the traditional Australians of the land on which I'm recording today, the Watiwati people of the Dharawal nation. Pay respect to elders past, present, and emerging, and extend that respect to any Aboriginal or Torres Strait Islander people listening to this episode.
Matt is an experienced content strategist with a history of working in the computer software industry, skilled in agile scrum framework, related tools, communication, technical writing, video production, customer interaction, strategic planning. And he's here today to talk with us about writing and specifically technical writing and documentation. Hi, Matt.
Matt Reiner:
Hi. It's great to be here. Yeah, I'm Matt. I'm into all sorts of content things. And one of those is technical writing, which is, I think more interesting than it sounds. I guess you'll have to decide by the end of the podcast, if you think so.
Henri Seymour:
Technical documentation experts. So when you talk about technical documentation specifically, what do you mean by that?
Matt Reiner:
Well, I feel like that term is actually in the middle of a big change right now. In the past, technical documentation was very strictly like, "Okay, we're a team, we're making a thing, a product." Maybe it's an app, maybe it's, I don't know, a go-kart and we need to have a user manual for that. Technical documentation was someone sitting down and writing down, "Okay, here are all the knobs and switches and here's what they do. Here are all the features. Here's maybe why you would use them."
So putting together that user guide, which traditionally was printed material that you would get with the product. But it's become a lot more over time, partially with the internet, because we can just constantly iterate on content like many of us do with the products that our teams make. And then also we are seeing it in new forms. Maybe it's not a printed piece, in fact, most people do not want printed technical documentation anymore, they want it online. Or even better, they want it right in context in your app when they're using it, they can just get the info they need, and then get on with it.
That's what technical documentation is. It's supposed to be there to help you do the thing that you really care about and then get out of the way so that you can do it.
Henri Seymour:
Do you have a description of why good technical documentation? Not just having it, but having it at a good quality in a way that really helps your users, is so important to product users.
Matt Reiner:
Well, I suppose we all find those points in our day or in our journey that we find ourselves in where we want to accomplish something, but we don't know how to do it. So a lot of us have really gotten very used to jumping on Google and saying, "Okay, here's this thing I want to do, how do I do it?" And good technical documentation is there with the answer you need, the explanation you need. Because really ultimately all of us are smart people who should be empowered to do the thing we're passionate about.
And technical writers and communicators who are really all members of our team. People who sit down to create good technical documentation uses few words as possible to get a person on the way they're going. And that's like, when it happens its just like, "Glorious," not to the user. They don't even know that it happened, they didn't even know that they read your writing. But to the writer, it's like, "Yeah, I did it, I did it. They don't even care what I did, but I did it." And now they're doing the thing that really matters.
Henri Seymour:
That's great understanding one of the major differences of like, I've written something and I don't want my user to be spending time on it. I want as little time spent reading this as possible.
Matt Reiner:
Yeah, yeah, yeah. You can have great pride in your work, but one of those metrics that a lot of people look at for websites is time spent on page. So sometimes you can fool yourself into thinking, "Oh wow, they spent 10 minutes on my page. That means my documentation's really good." But also that might mean that it's not very good and they're having to reread it over and over again. So the true metric is, did they get to the thing they really cared about? And unfortunately, it's hard to measure.
Henri Seymour:
You mentioned now that with the advent of the internet and giving you the opportunity to iterate on those docs in a way that you wouldn't be able to with printed documentation. That iterative thing brings the agile process of iterate on something that you already put out and improve it in the same way that as a developer I do for products. Can you tell us more about that iterative agile sort of process?
Matt Reiner:
Oh yeah. Yeah, it's so true. Documentation used to be back in the waterfall standard, more typical product project management days, documentation was a major part of it. You'd start this project by writing these massive documents of, "Here's what we're going to set out to do. And here's all the considerations, and here's how everything's going to connect up." And that did work really well for a lot of hardware. Which was the thing that we made for a long time. Just everything that humankind made was hardware often, as groups anyway.
And then all of a sudden this whole software thing comes along and we're trying to build that like it's a physical thing. And we get to the end of this two-year software project and people are like, "Yeah, that's not the thing that I wanted." But we're like, "Oh, but we go back to the beginning and look at that documentation, and that's what you said you wanted." But now with the internet and with just agile development, we really need to move away from this place where we start with a pile of documents. And then we develop another pile of documents as our, I don't know, development guidelines.
And then our test plans, and then finally we end up with user documentation. Instead, these days, documentation should really just grow from a very small piece of content throughout that whole agile development cycle into that final user documentation. Because it doesn't matter what we set out to make, it matters what we make. Nobody he wants to read about what we thought we would make, that's straight up fiction. And it's probably not an interesting read. It's really that final user guide that comes out of the agile process, but that's a big change, but it's a good one.
Henri Seymour:
I love that idea of just like, this is gradually growing. There is no specific start block and end block. It's a process. And you mentioned the opportunity to iterate on those documents. Do you have any advice for after you've published digitally your technical documentation from iterating on what you've already got there, improving that over time?
Matt Reiner:
Oh yeah. I know every agile framework is different, but they all have that feedback phase, where... And really that's throughout the whole process, but we do need to dedicate some time. So, there's a lot of different things we can look at. For example, I don't want to say basic, a standard one that we should be looking at is, you should have a help center, where you can implement something like Google Analytics so you can see just, what are people looking at? How long are they looking at it?
Another really good one is, you have to set it up separately in Google Analytics. What are people searching for on your site? You can also use Google... used to be Webmaster Tools. I think it's called Site Tools now, but you can see what were people searching for on Google before they came to your pages. That's all really, really valuable stuff. Then you can get more advanced. You can look at pointer tracking, apps that you can embed on there, which you get some pretty wild stuff.
But then you also, you want to consider having a forum at the bottom of each page like, "Was this helpful? Was it not helpful? Oh, it wasn't helpful? Tell me why. Oh, it was helpful? Tell me why." Just like a YouTube creator, they look for that feedback. That feedback is essential, the thumbs up. In fact, it's very controversial, YouTube just announced that they're going to hide the thumbs down numbers, but a lot of creators are like, "No, no, no don't do that because that communicates the value of this video that is out there."
So there's a lot of those signals. And then there's just really soft signals that, it's hard to know if people are using the content or not. Because you may never hear. Especially, if it is one of those things that they just get in and get out, you're not going to hear anything about that. But the feedback phase, it's really great to... Anytime you're getting feedback on your product that you're making, try to get your documentation out there as well. Because that's the time where people are open to exploring your product and giving feedback.
So why not explore that same documentation, the related documentation to see, "Okay, is this actually helping these people do the thing that they want to do? Or should we improve it just like we do with the product?"
Henri Seymour:
No, that's a really good, comparing the, we've just released a product. Give us feedback with doing the same thing with the documentation. Because that's when it's going to reach its peak use before everyone's got the hang of it. We've just done this feature release, let us know how you go using it, and the documentation is in a sense part of it, especially for more complex products.
Matt Reiner:
Exactly.Henri Seymour:
Do you have any background in the customer support side of things? We do customer support in-house as well as their documentation. So we're trying to improve the documentation to lower the support load on our team. Do you have any background in that... Can you solve it?
Matt Reiner:
Yeah. Well, yes and no. It's interesting. I work at K15t now, I used to be a customer of K15t's, so that's actually how I met the team. And that was also how I met documentation in the first place. At my last job, they brought me in to administrate this system called Jira. And I was like, "I don't know what that is." I told them, "I thought I could do it." And I figured it out, it was this little thing called Jira On-Demand, which is now Jira Cloud. And I introduced Confluence On-Demand to the company as well. And wow, I broke Jira a lot of times.
Luckily it wasn't like mission critical at the time, we were still really figuring it out. But it was through Atlassian's documentation on Jira that I really learned like, "Wow, there is tremendous value to this content here." And then I discovered, "Okay, how is Atlassian creating their documentation? Oh, they're doing it in Confluence. They're writing it in Confluence. They're using these apps from K15t." And so I started using those apps, and then I talked a lot to K15t customer support, just questions and how do I get this started?
And we also do our support in-house, so it's really great. So maybe as a customer, I overused it, I don't know. I should ask some of my colleagues if they got sick of me. But the benefit was very clear because they would send me, "Oh, here's documentation on this. And here's the answer to this question or here are the considerations you should keep in mind." And actually several of our teams now, we're really looking at, especially, for those features that are very robust, people have questions.
So it's like, how can we enable them to help them help themselves? And putting those resources out there is one thing, making sure that Google can find them, well, is another. But that is a really important thing, especially, since as a product team, when your user base grows, so does your need for support. It's just... I don't want to say it's exponential, but it's in line with each other. And so, one of the ways you can mitigate that is, making sure you have good design so that your product is easy to use. And then another is you need to have good content all around that entire experience so that you don't have to keep hiring more and more support people.
Or your support people can specialize and really focus on those deep entrenched issues, and then the documentation should help with the rest. But the secret sauce there is tricky. It's hard to write the perfect content to deflect the cases. That's everybody's dream.
Henri Seymour:
Even if it is just not all of them, but some of the common use cases start to get deflected away from support because people can self service. It does make a difference. And I really understand the idea of Jira documentation as well. Easy Agile works on Jira and it's... Jira is an incredibly complicated product at this point, and I imagine it probably was also complicated when it was Jira On-Demand. Because it's so complicated and so detailed, there's no way to make that easy to understand for a user without that documentation. There's no getting around that one.
Matt Reiner:Yeah. I think there should be a club for the people who have broken workflows too many times in Jira. But yeah, I mean the documentation saved me many times and I would have to put out a... Well, it was a HipChat message at the time. May it rest in peace and I'd have to say, "I broke Jira, give me a minute. I got to go read something." Not the way you want to learn Jira, but it's an option.
Henri Seymour:
It is. Sometimes you learn things by breaking things. That's-
Matt Reiner:
That's right.
Henri Seymour:
Really seems like my experience in software so far. You try to break the things that people aren't currently using and that's about all you can do.
Matt Reiner:
Exactly.
Henri Seymour:
So K15t has recently published Rock the Docs. Can you tell us a bit more about this project?
Matt Reiner:
Yeah. Rock the Docs, actually, it came out of a lot of that information that I got from K15t. Customer support, I got from K15t documentation, I got from Atlassian documentation. And then some of the stuff I figured out on my own, or some of my colleagues at K15t did. Essentially like, what are the best practices for creating really good content in Confluence? And it really started with a collection of guides on how to create technical documentation content. It's geared toward like making a public help center, but really it's for any kind of content that you want to be like evergreen, longstanding content to be able to help people.
So we initially talked about all sorts of things like structuring your content, content reuse, managing multiple languages, which can be tricky in Confluence. Collaboration, publishing your content outside of Confluence in one way or another, managing versions of that content. So, that's the start of it. And then we saw a lot of positive response with that and we had more general questions like, "Okay, but what are the best ways to get feedback in Confluence?" Or, "How do I make a template or a good template or how do I make a good diagram in Confluence?"
And so we've grown that content to focus on just all sorts of general Confluence things. Because we found that there's a lot of information out there on how to do something. Atlassian documentation really helpful, but there wasn't as much, I'm like, "Why would you do it? And why would you do it this specific way?" And we've been working with Confluence for over 10 years now. Like I said, I've been with Confluence since the crashy early cloud days. It's grown up so fast, it's beautiful.
But we just know we've done a lot of stuff with Confluence, so it's been a real privilege to share that both in like these written guides. And then actually recently we've started publishing a series to our YouTube channel as well, all about Confluence best practices.Henri Seymour:
That's great. It's real interesting to hear how that started as a smaller project than it turned out to be, because you could see the value in it and the use in it. We've discussed Confluence a few times now and K15t builds apps that use Confluence as a documentation source. Can you tell us more about what makes Confluence useful for building technical documentation? What sort of tools and approaches that make it useful in this context?
Matt Reiner:
Yeah. Confluence is by nature open, which is not the way technical writing tools are built. In fact, I remember the first time I went to a technical writing conference and someone asked me, "Oh, what tool do you use?" Which is like, what technical communications people talk about, because we're all nerds in that way. And I was like, "Oh, I'm doing it in Confluence." And they didn't really want to talk to me after that because they didn't think I was a serious tech writer. And I was like, "Oh no, no, no, no, this is all happening."
At that point, Rock the Docs didn't exist. So I couldn't be like, "Go over there and see how it works." But the biggest difference is most tech writing tools are just totally locked down. You have two licenses for your two people who are trained professional tech graders, and then everybody else, there's no access. You don't touch it. Maybe your tech writers will send you a PDF and you have to go through the God awful process of marking up a PDF to tell them like what to correct. Or, I've heard of teams printing out the content and people penciling in what needs to be changed.
The review processes are just out of this world insane. And those tools don't fit terribly well with agile processes because it's like, you build the thing over here, and then here's the two tech writers over here in their separate tool. And at some point we'll be like, "Okay, this thing's done. Would you write about it?" So with Confluence, the benefit of using Confluence is, it's accessible to everyone on the team and even people outside the team. And that's incredibly by an official because we've seen with agile, but we're also seeing in this technical communication and in information design field, that teams are less and less looking for those specialized individuals who are trained tech writers.
Which that's an oxymoron because half of us, we don't have degrees in tech writing, we fell into it for one reason or another. But now teams are starting to see, "Hey, I can be a code developer and an information developer. I might not write the final piece of written content that is seen by our customers, but I might write the first draft." Confluence really opens that up for everyone. And especially with like at mentioning and inline comments, review processes are just so fast.
Actually, the reason that I switched to Confluence at my last job, was my product manager threatened me and said, "I will not mark up another PDF. Go and find a good tool that we all want to work in." And that's where we landed on Confluence. It's about bringing the whole team into the writing process instead of having it be this separate thing. Because when it's a separate thing, we lose track of it. And content, we forget how important it is to our product, to the customer life cycle, to... God bless customer support, who really, really need that content to be good and accurate.
And it needs to be seen by the real experts who validate, "Yeah, okay, this is correct. This will actually show people how our product works." And Confluence is like the heart of that.
Henri Seymour:No, it's great to hear how that all comes together to build the documentation as a team. Can you speak more to the different roles in, specifically in software development and the different roles you're looking to get involved in your documentation process? We are working on building our specific app teams here at Easy Agile as we're growing at the moment.
Matt Reiner:
Yeah. That's such a good question. Well, what-
Henri Seymour:
And how do you incorporate... Sorry, this is more specific to my question. How do you incorporate that technical writing process as part of the work of an agile software development team?
Matt Reiner:
Well, first, it starts by rethinking priorities because most teams are like, "Documentation down here, testing and then everything else above." So generally, those two things should be moved up. And actually, the content around our product is... I don't want to sound over traumatic, but if we don't have information, we don't have a product. I don't care how much code you write. If we're not explaining it to people, if we don't have good UI text, if we don't have good in-app help, it doesn't exist. It's not a useful tool, it's just a set of mathematics that humans can't interact with.
So content is essential, so it's really important that we elevate it to the position where everyone on the team recognizes that the content experience that our users have is the product experience they have. So it needs to be part of the product development process. So then the next step, which I know you're talking about team structure, but the next step is really everyone on the team needs to know they're a writer, and they're a good writer. And that's important because a lot of people have never heard that. They've never heard that they're a good writer, and they probably have never heard that they're a writer.
I remember going through university, my writing classes were the things that I didn't pay attention to. I was doing mathematics, and Java programming, and statistics. Even that seemed more important to me, not the writing classes. And then sure enough, it turns out everyone has to write. We all write. So knowing that that is a role that everyone fills is really important. And then when it comes to actually team structure, you need to have individuals who are willing to cross the streams, so to speak. If you're bringing in someone who's focusing on test engineering, they need to realize that the test plans they're writing are very similar to a lot of user documentation that needs to be written.
They're writing task topics, or task instructions, do this, do this, do this over and over again. That's documentation. They could be contributing in that way. Engineers, as I mentioned, they could be drafting the first copy of a lot of what are called concept topics. So areas of documentation where you explain concepts, because they already know what those concepts are. In fact, if you look at the root of a lot of agile development teams, they're using epics and user stories and acceptance criteria. And all those map perfectly into the documentation you needed to create for that new feature you're working on or feature you're improving.
So really, it's essential to have everybody recognize, we are all already creating documentation, so we can contribute. And then of course, you really do want to have at least one probably native English speaker. Maybe not native, but someone who feels confident in their English or whatever language you're authoring in. English is typically the cheapest one to translate to other languages, so that's what people go for often. But that person's the person who takes everything everybody's written, gets it to the right style and tone. And then gets it out there. That's what we are seeing be successful.
Like our teams right now, we don't have any legit tech writers. We have product managers writing. We have product marketers writing. We have engineers writing. Some of the best documentation I've ever read was from one of our German-speaking engineers. I was like, "Peter, this is an amazing guide. You got to get out of this Java and get into English, man. It's great. It's great." So he's done a few, which I really love. But yeah, it's about jumping out of your typical roles and realizing, we're all documenting this stuff, anyway.
Henri Seymour:
I love the focus, especially with your German-speaking colleague. The focus on, it's not just that you must write the documentation because you know how the product works and we need that written down. It's, you are capable of writing the documentation, you can do this. You have that added barrier of safety with somebody who's got the language proficiency that they're going to massage it and edit it at the end.
So, before it gets anywhere, anything that you do is going to get filtered out if it's not working. But you don't need a specific tech-writing background to write the docs.
Matt Reiner:
No, absolutely not. In fact, there's an entire community of what... They call themselves documentarians called Write the Docs. And that whole community, that whole group is focused on, it doesn't matter what you do, it matters that you care about writing the docs, contributing to the content. And that's been a big shift, I think in the industry, where people thought we're separate. But now it's like, "No, no, no, we are all able to do this." And once we can respect the contributions that each of us can make.
And then also, I have that protection of somebody else is going to have their eyes on this, which even my writing, I'm like, "I don't like to send it out until someone else has seen it." Because I make spelling mistakes and typos all the time. I really want to have another colleague look at it. Even if they're not native English speakers, because they catch my typos pretty often. That feeling of togetherness, it's the same way that we feel when we ship out a project or a product.
Whether you did the testing for it, or you wrote the code for it, or you did the product marketing for it. It's like, "It's our baby. Let's send it out and see what happens." Content's the same way.
Henri Seymour:
Yeah, part of my daily role and [inaudible 00:28:03]... We don't have QA team separate from developers. Our developers also review our code and it's that sense of, "I wrote this thing, but I have one or two other people who've refined it, who've made sure that it's good enough quality. They've got that fresh eye, so they'll see the spelling mistakes, they'll see the minor little errors that I've just been looking at it too long to notice anymore."
I found the documentation writing process has some parallels in there like, "Here's my thing. I'd like some feedback on it before it goes out into the real world."
Matt Reiner:
Yeah.
Henri Seymour:
That's great.
Matt Reiner:
Yeah, absolutely. Yeah.
Henri Seymour:
All right. Can you talk a bit about the difference between the customer-facing documentation that we've mostly discussed so far and internal documentation?
Matt Reiner:
Yeah. There are some differences and there are some major similarities. So this very... It sounds very technical and ugly. The term information architecture, it's really important with any kind of content, internally and externally. And really that's like, if you're a developer you're familiar with XML, you're familiar with structuring things in that way. Our content needs to work the same way. And that goes for internal and external documentation. So, many of the things that they use, writers, when they write a page or an article in the newspaper, they'll use that Pyramid approach, where they put the broad bits of information at the top. And then they slowly focus in on the topic and give more and more information about it.
But you want to make sure that if somebody only reads the first paragraph, they're getting a rough idea of what the information is. And that's really important for successful Confluence pages and spaces. People should be able to start at the top level of the space, understand what the space is about, and then be able to navigate down into the thing that they really want to learn about into the page itself. Which should then be using headings and subheadings and bullet points to get, again, just disseminate that information and break it down. Because everybody skims.
We need our content to be skimmable, our spaces need to be skimmable. And that kind of content also makes Confluence search happy, especially the new Confluence Cloud search, which has been greatly improved. There's a whole new elastic search base to that that's being optimized. But it's happy, it's just like with Google when we structure our content like that. So when you have a page that is just a wall of text, no headings, you're not breaking it up into pages or even spaces, nobody's going to be happy with that.
The bots aren't going to be happy with it, the people reading aren't going to be happy with it. So it takes a bit of work to structure, break up the structure of our content. It's probably all good as long as it's up-to-date, but it's really essential that we think about, how do we structure that in Confluence so that people can find it and people can skim it? And that is what seems to plague a lot of internal Confluence instances, because a lot of... Maybe the team isn't so focused on that.
It's like, "Oh, our external help center that's come coming from this space over here, that's fine. Our team space, hot mess, total tire fire." And nobody cares because they think they know where everything is. But then you start to think about, "Okay, but what about the new team member? How do they find something?" Or, "What about the team member who's been away for Paternity leave for six weeks? Are they going to remember where everything is or know where all the new stuff is?
What about folks with disabilities? Is it going to be much harder for them to navigate to the information they need? Because they're working with a screen reader and they're trying to go through a wall of text. They need headings, a screen reader relies on those headings and titles." So there's just so many considerations that really leadership of companies needs to understand, just because you have a process to do something or the information is somewhere, doesn't mean you don't have a major information problem. And maintaining all of your content in Confluence and then maintaining it well.That is what enables people to avoid the frustrations of searching for information, losing information, having to relearn or rewrite information. I have worked at too many companies that just information sieves everywhere. I don't even want to call them silos because nobody knows where stuff is anymore either. That's what Confluence brings to things, and that's what matters with internal content pretty much as well as external.
Henri Seymour:
That's a great perspective on it. And I can see the silos, it's a really more... Just a one big pile, you can't find anything. I've been-
Matt Reiner:
Exactly.
Henri Seymour:
... at Easy Agile for more than half of its life now and I've got that sense of like, "Oh, I know I wrote this down somewhere. I know I've seen this written down somewhere." And we are making a habit, especially as we're hiring more and more people. Every time somebody's going through onboarding, they're going to be looking at all of this documentation with no previous background on it. And we want to hear their feedback on it specifically. Because if it works for them, then that's the documentation that we need for them and for everyone after them, and for everyone who's already here.
Especially, I've been at Easy Agile for almost three years now, and I've seen it grow from eight people to now we're up to high 20s, I think. We're going to cross over into the 30s by the end of the year.
Matt Reiner:
Wow.
Henri Seymour:
The growth of information that we have in our internal documentation, and I'm sure it would parallel the growth of the product documentation for a product that's been expanding for three to five years. How do you manage the documentation and the Confluence spaces as the team and the company grow and you just develop more and more pages out of it?
Matt Reiner:
That is the question since the dawn of the universe or at least the dawn of Confluence, which, what's the difference? The biggest thing is team responsibility, so knowing this is our space, this is our content. And not like in a territorial way, but this is our responsibility. Much the way we should think about our planet, we should also think about our content, keeping it groomed and taken care of, and up-to-date and accurate. And then as things change.
For example, we have a product called Scroll Viewport, which is actually what enables you to publish content from Confluence to a public health center, which is really, really cool. So with that, we had a server and data center version. We've had that for quite some time. That's what I was a user of. And then we set off to develop a cloud version, and cloud requires a whole bunch of new infrastructure, which is a lot of fun and very challenging, but it's a totally different beast.
It's not like you can just lift the server code and just drop it into cloud, which is what as a user I asked them to do for years, "why isn't this on cloud?" Now I know why. So we created a new team that started off this Scroll Viewport on cloud effort. And it was just a very scrappy project at first. And I remember the first page we got up there, it's like, "Whoa, look at this page we published." And then it progressed from there. But then at some point, we needed to bring the two teams back together. And what we could have just said, "Oh, this old Viewport space, whatever. We're just going to leave it there and then just go on with the new one."
But instead the team took time and brought the two spaces together and really went through the old content in the Viewport Server and data center space to say, "Is this all still relevant? Do we still need this?" So it's been reordered in such an amazing way. Several of our teams have gotten really good at making these spaces so that I can come in. Because I work with all of our teams, just get in and find what I need, even though I'm not working their day-to-day. I'm just so glad, I'm so proud of the team for not just letting that space languish somewhere or being afraid to delete or archive content, which a lot of people are.
It's like, "No, what if we lose something?" It's like, "No, no, no, we've moved past this. We really do need to delete it." So that's the kind of attitude it takes is, our teams to split and expand and grow, and we need conscious of that content. Because again, think of the new person, think of the person who's learning something new. Think of the person who maybe does have disabilities and is trying to get the content they need. They just don't have the background that you do. Having been with the company for half its life, you know how to dig through the thought pile to pull out just the thing you want, but they don't.
Henri Seymour:
Yeah, and I don't want to be the person that they have to ask every time they need information, "Hey, can you find this for me?" No, no. I want to build a system that means that I don't have to answer the same questions all the time. That's one of the reasons I've been doing internal documentation so much since [inaudible 00:37:36]. I've answered this question once, that will do.
Matt Reiner:
Yes. That's a really good way to motivate any contributors to documentation. "Hey, you know how you wrote that piece of our app that one time and then everybody's asked you about how it works ever since? Just document it once and I promise you can never answer it again." That's good motivation right there.
Henri Seymour:
It is. As well, we've got a team on support models, so I'm working on the store maps and personas, product development team. And that's the same team that gets all of the support requests about story maps and personas. So yeah, the better we make the product, the better we make the documentation, the less of our time every morning we spend doing that. And the more we can get back to our regular jobs.
Matt Reiner:
Exactly.
Henri Seymour:
It's been great for helping us keep in contact with the customers and what they're doing and what information they need when they're using our product. You mentioned that like it's necessary, it's valuable to be deleting an archive-based stuff, pages in Confluence from time to time. When you're looking at a page and wondering whether or not it's time to go, what sort of questions are you asking yourself?
Matt Reiner:
Well, a great one is like, look at the last modified date on that page. That's general a pretty good sign of like, "Are people even looking at it?" In fact, if you're on cloud premium and above, you can look at some great metrics on every page to see like who's looking at this thing? Is this valuable? What are the views like? Just the same way that you would look at your external website to see if your content is valuable or effective. But typically, we have a lot of debris left over from product development or team activities.
Like if you're in marketing and you have a campaign from three years ago, do you really need all of those detailed pages? Maybe keep the overall campaign page, maybe that's useful, but do you really need everything? If you're into testing, do you really need every test plan you ever created? If you're in the legal team, do you really want your legal terms from 10 years ago? Maybe, maybe, I'm not in legal. But often we have this fear of, it's like fear of missing content.
It's like, "Oh no, if I get rid of that, then I won't have it." But information, just like language, just like the way we think, just like the way our teams grow, it changes. And so we need to be aware of that. As we are changing as a team, you should expect our content to change. And part of that is shedding that old stuff. So it's always worth it, like if you're questioning it, ask another subject matter expert and be like, "Hey, I'm pretty sure we don't need this anymore, or we should revise this. What do you think?" But if nobody has any qualms, you should probably delete it.
Henri Seymour:
No, that's great. I am a big fan of decluttering, even digital decluttering. It's, I want people to find stuff and the less pile there is, the easier it's going to be.
Matt Reiner:
Yes. Because somehow bad information is less helpful than no information.
Henri Seymour:
Yes. It's like coming across a question and they're like, "Oh, I tried doing it this way." I'm like, "Oh, that way doesn't work anymore. You're going to have to do... Where did you find that written down? I'll go update out." It's-
Matt Reiner:
Yeah.
Henri Seymour:
... new people doing stuff. The best way to understand where your documentation is falling over. It's the same as you're never going to understand how your product documentation and that your product itself is failing your users until they come to you and tell you, "Why can't I do this thing?"
Matt Reiner:
Yeah. Yeah. In fact that that power of bringing in someone new on your team is so amazing. And it's almost hard to impart like first day of onboarding like, "You have fresh eyes, please use them. This is called an inline comment, please put it everywhere." I remember going through our human resources employee handbook, which we had just created not too long before I joined. And I remember them telling me, "If there's any questions, at mentioned us." And I was really afraid to do that. But we corrected a lot of things.
For example, we mentioned do these things on... What was it called after HipChat? The product that lived and died so quickly.
Henri Seymour:
I think I missed that one.
Matt Reiner:
Oh, the one that Atlassian made and then they sold it to Slack.
Henri Seymour:
Now, where do I even start on that?
Matt Reiner:
How am I... It was a great app, I really liked it. But we mentioned in the employee handbook to use that. And I'm like, "Oh, I think we're using Slack now, we should update this content." That's stuff that HR is never going to go through and catch, but your new employees can do that. New people are the best way to tell you if your processes are bad, if your content is better. Maybe not bad, but they're bringing in something new. That's why we added them to the team. And they should not be afraid from day one to ask questions, or poke holes in our already messed up or failing process.
Henri Seymour:
Yeah. And I can really see the benefit of the tools in Confluence, like that inline comment. Even if you don't know how you need that page updated or what the new version's supposed to be. It's just coming in fresh, you can go, "Oh, this is weird, or incomplete, or it might be wrong." It's just a little comment. You don't have to change it yourself, just say something. Here's a way to speak up without changing it yourself. And somebody who does know is going to be able to change it for you.
I was excited to hear you talk about information architecture. That's something I only got introduced to last year also. Do you have a general explanation of what information architecture is and why it's relevant to documentation?
Matt Reiner:
Oh, information architecture is, there are whole, people, professionals whose entire career is coming in and helping you. So I'm not one of those professionals, I just play one on TV. Really in essence, information architecture is breaking down what would be a wall of text into a pattern of information that anyone's mind can connect to. That's the real and ultimate goal, and that starts by just breaking up logical chunks. In fact, in a lot of pure technical writing, you break the content into tiny, tiny pieces, chunks or some technical communicators talk about atoms of information, really tiny pieces.
And then once you've broken that down and said, "These are separate pieces," then you assemble them together in an order that makes sense. In fact, you can also do really cool stuff with content reuse in Confluence, using include macros and the new Excerpt Include Macro is very cool in cloud, because you can do new stuff with that. But it's really about breaking apart all your content, figuring out what's the order of all of this? What's most important? What's more specific? What is important for everyone? What's important for just a few people?
And then just going down like you would with an XML structure or any other sort of hierarchy and tier that information using your spaces, your pages, your headings. And then finally bullets and paragraphs and that kind of thing.
Henri Seymour:
Thanks for getting that generally explained. Is there anything you want to mention in your work at the moment that you would be interested in getting readers onto?
Matt Reiner:
Yeah, totally. A major new effort for me, because I'm just this content explorer, I guess. I've done like technical content, I've written some marketing content. I started speaking, which I enjoy speaking. I got to speak in front of one live audience before... No, I guess a few, and then, the world's shut down for good reason. Because when you're breathing out on a bunch of people, you want to make sure that you're not potentially putting them at risk. So been doing a lot of virtual speaking.
But recently, I mentioned, we've worked on all these best practices on Rock the Docs. And so we've started this video series about Confluence best practices and it's been very exciting to figure out, "Okay, so I know how to create fairly good in Confluence, how to structure that content. Now, can we make a good video?" And it turns out, no, not at first. Made some pretty poor ones or ones that just took way too much time to make. And finally, as you do with any kind of content, we finally got a good structure, a good rhythm. And we also found what are those things people really want to hear about?
And so we've developed 16 of these now on our YouTube channel that are just out there for administrators to share with your users who are asking these questions. Or maybe these are for users directly who just want to subscribe and get these things. But it's like eight minutes of just as much information as we can pack and still speak fairly legible English. And then show just like how do you do this in Confluence? Why would you do this in Confluence? What are the things you should consider in Confluence? What are the best ways to do things in Confluence?
We've actually just started a series of live streams as well, where we're trying to look at those more in depth and then have people live listening in, asking questions and directing the whole thing. So far those have been really great and we're looking to do more of that. So the more people who pile into those, the more direction y'all get to give that content. But it's been new types of content that it's exciting to see, okay, our good written content in Confluence is coming to the real world in a new format. Which has been cool and challenging and fun and scary all at the same time.Henri Seymour:
Yeah. That's sounds like a really exciting project. Rock the Docs is going audio-visual. And I can-
Matt Reiner:
That's right.
Henri Seymour:
... figure what... Get users on there to give you that iterative feedback that we talked about at the beginning. And so is this worth the thumbs up? Do you have comments? What else can we do? And especially in that sort of live stream webinar format, you get that direct contact with your users so you can find out what they're needing. That's that's fantastic. Probably see if I can come along with those. Easy Agile started using Scroll Viewport for cloud specifically earlier this year.
Matt Reiner:
Oh, cool. Oh, cool.
Henri Seymour:
So that's been a major improvement for us actually.
Matt Reiner:
Oh, good. Yeah. I'm just loving what the cloud team is putting out. It's so exciting and so polished and it's just like every team has that documentation space, and Viewport, it lets you put it out there and you're like, "Ah, looks so great. We're so proud of it." You can read it on any device. It's just like it's the magic that everybody wants, but no team has time. Our very few teams have time to make it look that good, so it's nice to have Viewport just do the heavy lifting.
Henri Seymour:
We've got the Confluence space, we've got the documentation. We don't have to make a website about it. It's just, "Go ahead, please make this website happen. Here's what we need on it. Here's the structure." And golly, it looks a lot better now, even just aesthetically, it looks a lot nice in the house.
Matt Reiner:
Yes. And it's nice to know that like some designer peered over the spacing between navigation items to decide how spaced out they should be. And as a writer, I can just like, I don't have to care. I don't have to care. I can throw in Confluence macros and stuff, and they just look really great when they're published. And I don't know how or why, but I'm happy. I can just keep writing. Yeah.
Henri Seymour:
Yeah.
Matt Reiner:
It would be great to have someone from Easy Agile join us for one of those live streams. Because what we're really focusing on is just like great way to do things in Confluence. We haven't jumped into Jira yet. I'm not as much of an expert in Jira, but I have thought about it because that content doesn't really exist yet. But it's not necessarily app-focused or K15t app-focused. It's just like one of the best ways you've found to do certain things in Confluence, and we're just sharing those with people alive, and it's a lot of fun.
Henri Seymour:
Yeah, that sounds great. I've got the parallel of get really into Jira and making Jira apps and Confluence is, "Yeah, we've got a Wiki. This is where we write stuff down." And it is great to have stuff like "There's the visuals on our docs page." But I don't do those. I'm busy making visuals in a Jira app. I don't want to think about that spacing. I've got my own spacing to do.
Matt Reiner:
Yeah. Yeah.
Henri Seymour:
And it really is that, I can just do the writing, I can just do product. I can do my job more because this other stuff taken care of because the experts at K15t have made that happen. And I hope that our apps can do a similar thing for their users of, this is the thing we need, we don't have to think about this. Bring in this app and it will solve a problem for us. It'll help us see what we need to and organize our information in Jira. Which is a different type of information again, but.
Matt Reiner:
Yeah, yeah. It's funny. I've talked with some people who have actually described that whole app part of Confluence in Jira as App Hell. That's a term that I've seen and I can't help but love the community because we all come up with this stuff. But app hell is, it really comes out of not understanding what a platform is partially. For example, if you're using the Salesforce platform, yeah, that's going to be app hell if you really want Salesforce to be a marketing platform. Because Salesforce is a sales platform. But then there's apps, and Salesforce happens to a sell big one. And then all of a sudden it's a marketing platform.
So that is a really interesting perspective shift for people who are used to a tool that just does one thing. Everybody thinks Excel does everything. It doesn't, we really should just use it for spreadsheets, everybody. It's not a platform for other things. Confluence is really good at these core things, Jira is really good at these core things. And then these apps, they come in to answer the questions that don't have answers and do the things that can't be done. And that's why. So is it App Hell or is it App Heaven? That's the real question. Or maybe it's maybe it's App Purgatory, I don't know. I guess the listeners gets to decide.
Henri Seymour:
The constant stream of, and yet another app needs to update. Which to be fair, I think is not a problem on cloud at this point. That's an exclusively an on-premise problem, the constant app update cycle. But we are hopefully moving towards the end of the purgatory perhaps.
Matt Reiner:
Yes. Yes. I think we're all ascending together. We're just reaching new heights all at the same time.
Henri Seymour:
Is there anything else you'd like to bring up while we talking tech docs?
Matt Reiner:
I guess, I typically go back to when I was in university, I had a manager there who told us in this on campus job that I had, "Our job is to connect people with the resources that are already around them. You're not a teacher, you're just here to connect people." And that has really stuck with me. And that is essentially what we all do. Whether we're building a product that connects people with resources or that is the resource or we're contributing to documentation or some kind of content.
We're really trying to enable people to do that greater thing, that higher level thing that is above our content, it's above our product. It's that thing that they truly care about and any part we get to play and that greater thing, that better thing. That's what it's all about.
Henri Seymour:
Yeah, that's really great perspective. That's probably also a really great thing to round off the end of the podcast with.
Matt Reiner:
I guess so.
Henri Seymour:
Yeah. Thank you very much for joining us, Matt, and for talking all things technical documentation with us on the Easy Agile Podcast.
- Podcast
Easy Agile Podcast Ep.34 Henrik Kniberg on Team Productivity, Code Quality, and the Future of Software Engineering
TL;DR
Henrik Kniberg, the agile coach behind Spotify's model, discusses how AI is fundamentally transforming software development. Key takeaways: AI tools like Cursor and Claude are enabling 10x productivity gains; teams should give developers access to paid AI tools and encourage experimentation; coding will largely disappear as a manual task within 3–4 years; teams will shrink to 2 people plus AI; sprints will become obsolete in favour of continuous delivery; product owners can now write code via AI, creating pull requests instead of user stories; the key is treating AI like a brilliant intern – when it fails, the problem is usually your prompt or code structure, not the AI. Bottom line: Learn to use AI now, or risk being left behind in a rapidly changing landscape.
Introduction
Artificial intelligence is fundamentally reshaping how software teams work, collaborate, and deliver value. But with this transformation comes questions: How do we maintain team morale when people fear being replaced? What happens to code quality when AI writes most of the code? Do traditional agile practices like sprints still make sense?
In this episode, I sit down with Henrik Kniberg to tackle these questions head-on. Henrik is uniquely positioned to guide us through this transition – he's the agile coach and entrepreneur who pioneered the famous Spotify model and helped transform how Lego approached agile development. Now, as co-founder of Abundly AI, he's at the forefront of helping teams integrate AI into their product development workflows.
This conversation goes deep into the practical realities of AI-powered development: from maintaining code review processes when productivity increases 10x, to ethical considerations around AI usage, to what cross-functional teams will look like in just a few years. Henrik doesn't just theorise – he shares real examples from his own team, where their CEO (a non-coder) regularly submits pull requests, and where features that once took a sprint can now be built during a 7-minute subway ride.
Whether you're a developer wondering if AI will replace you, a product owner looking to leverage these tools, or a leader trying to navigate this transformation, this episode offers concrete, actionable insights for thriving in the AI era.
About Our Guest
Henrik Kniberg is an agile coach, author, and entrepreneur whose work has shaped how thousands of organisations approach software development. He's best known for creating the Spotify model – the squad-based organisational structure that revolutionised how large tech companies scale agile practices. His work at Spotify and later at Lego helped demonstrate how agile methodologies could work at enterprise scale whilst maintaining team autonomy and innovation.
Henrik's educational videos have become legendary in the agile community. His "Agile Product Ownership in a Nutshell" video, created over a decade ago, remains one of the most-watched and shared resources for understanding product ownership, with millions of views. His ability to distil complex concepts into simple, visual explanations has made him one of the most accessible voices in agile education.
More recently, Henrik has turned his attention to the intersection of AI and product development. As co-founder of Abundly AI, he's moved from teaching about agile transformation to leading AI transformation – helping companies and teams understand how to effectively integrate generative AI tools into their development workflows. His approach combines his deep understanding of team dynamics and agile principles with hands-on experience using cutting-edge AI tools like Claude, Cursor, and GitHub Copilot.
Henrik codes daily using AI and has been doing so for over two and a half years, giving him practical, lived experience with these tools that goes beyond theoretical understanding. He creates educational content about AI, trains teams on effective AI usage, and consults with organisations navigating their own AI transformations. His perspective is particularly valuable because he views AI through the lens of organisational change management – recognising that successful AI adoption isn't just about the technology, it's about people, culture, and process.
Based in Stockholm, Sweden, Henrik continues to push the boundaries of what's possible when human creativity and AI capabilities combine, whilst maintaining a pragmatic, human-centred approach to technological change.
Transcript
Note: This transcript has been lightly edited for clarity and readability.
Maintaining Team Morale and Motivation in the AI Era
Tenille Hoppo: Hi there, team, and welcome to this new episode of the Easy Agile Podcast. My name is Tenille Hoppo, and I'm feeling really quite lucky to have an opportunity to chat today with our guest, Henrik Kniberg.
Henrik is an agile coach, author, and entrepreneur known for pioneering agile practices at companies like Spotify and Lego, and more recently for his thought leadership in applying AI to product development. Henrik co-founded Abundly AI, and when he isn't making excellent videos to help us all understand AI, he is focused on the practical application of generative AI in product development and training teams to use these technologies effectively.
Drawing on his extensive experience in agile methodologies and team coaching, Henrik seems the perfect person to learn from when thinking about the intersection of AI, product development, and effective team dynamics. So a very warm welcome to you, Henrik.
Henrik Kniberg: Thank you very much. It's good to be here.
Tenille: I think most people would agree that motivated people do better work. So I'd like to start today by touching on the very human element of this discussion and helping people maintain momentum and motivation when they may be feeling some concern or uncertainty about the upheaval that AI might represent for them in their role.
What would you suggest that leaders do to encourage the use of AI in ways that increase team morale and creativity rather than risking people feeling quite concerned or even potentially replaced?
Henrik: There are kind of two sides to the coin. There's one side that says, "Oh, AI is gonna take my job, and I'm gonna get fired." And the other side says, "Oh, AI is going to give me superpowers and give us all superpowers, and thereby give us better job security than we had before."
I think it's important to press on the second point from a leader's perspective. Pitch it as this is a tool, and we are entering a world where this tool is a crucial tool to understand how to use – in a similar way that everyone uses the Internet. We consider it obvious that you need to know how to use the Internet. If you don't know how to use the Internet, it's going to be hard.
"I encourage people to experiment, give them access to the tools to do so, and encourage sharing. And don't start firing people because they get productive."
I also find that people tend to get a little bit less scared once they learn to use it. It becomes less scary. It's like if you're worried there's a monster under your bed, maybe look under your bed and turn on the lights. Maybe there wasn't a monster there, or maybe it was there but it was kind of cute and just wanted a hug.
Creating a Culture of Safe Experimentation
Tenille: I've read that you encourage experimentation with AI through learning – I agree it's the best way to learn. What would you encourage leaders and team leaders to do to create a strong culture where teams feel safe to experiment?
Henrik: There are some things. One is pretty basic: just give people access to good AI tools. And that's quite hard in some large organisations because there are all kinds of resistance – compliance issues, data security issues. Are we allowed to use ChatGPT or Claude? Where is our data going? There are all these scary things that make companies either hesitate or outright try to stop people.
Start at that hygiene level. Address those impediments and solve them. When the Internet came, it was really scary to connect your computer to the Internet. But now we all do it, and you kind of have to, or you don't get any work done. We're at this similar moment now.
"Ironically, when companies are too strict about restricting people, then what people tend to do is just use shadow AI – they use it on their own in private or in secret, and then you have no control at all."
Start there. Once people have access to really good AI tools, then it's just a matter of encouraging and creating forums. Encourage people to experiment, create knowledge-sharing forums, share your own experiments. Try to role-model this yourself. Say, "I tried using AI for these different things, and here's what I learned." Also provide paths for support, like training courses.
The Right Mindset for Working with AI
Tenille: What would you encourage in team members as far as their mindset or skills go? Certainly a nature of curiosity and a willingness to learn and experiment. Is there anything beyond that that you think would be really key?
Henrik: It is a bit of a weird technology that's never really existed before. We're used to humans and code. Humans are intelligent and kind of unpredictable. We hallucinate sometimes, but we can do amazing things. Code is dumb – it executes exactly what you told it to do, and it does so every time exactly the same way. But it can't reason, it can't think.
Now we have AI and AI agents which are somewhere in the middle. They're not quite as predictable as code, but they're a lot more predictable than humans typically. They're a lot smarter than code, but maybe not quite as smart as humans – except for some tasks when they're a million times smarter than humans. So it's weird.
You need a kind of humble attitude where you come at it with a mindset of curiosity. Part of it is also to realise that a lot of the limitation is in you as a user. If you try to use AI for coding and it wrote something that didn't work, it's probably not the model itself. It's probably your skills or lack of skills because you have to learn how to use these tools. You need to have this attitude of "Oh, it failed. What can I do differently next time?" until you really learn how to use it.
"There can be some aspect of pride with developers. Like, 'I've been coding for 30 years. Of course this machine can't code better than me.' But if you think of it like 'I want this thing to be good, I want to bring out the best in this tool' – not because it's going to replace me, but because it's going to save me a tonne of time by doing all the boring parts of the coding so I can do the more interesting parts – that kind of mindset really helps."
Maintaining Code Quality and Shared Understanding
Tenille: Our team at Easy Agile is taking our steps and trying to figure out how AI is gonna work best for us. I put the question out to some of our teams, and there were various questions around people taking their first steps in using AI as a co-pilot and producing code. There are question marks around consistency of code, maintaining code quality and clean architecture, and even things like maintaining that shared understanding of the code base. What advice do you have for people in that situation?
Henrik: My first piece of advice when it comes to coding – and this is something I do every day with AI, I've been doing for about two and a half years now – is that the models now, especially Claude, have gotten to the level where it's basically never the AI's fault anymore. If it does anything wrong, it's on you.
You need to think about: okay, am I using the wrong tool maybe? Or am I not using the tool correctly?
For example, the current market leader in terms of productivity tools with AI is Cursor. There are other tools that are getting close like GitHub Copilot, but Cursor is way ahead of anything else I've seen. With Cursor, it basically digs through your code base and looks for what it needs.
But if it fails to find what it needs, you need to think about why. It probably failed for the same reason a human might have failed. Maybe your code structure was very unstructured. Maybe you need to explain to the AI what the high-level structure of your code is.
"Think of it kind of like a really smart intern who just joined your team. They're brilliant at coding, but now they got confused about something, and it's probably your code – something in it that made it confused. And now you need to clarify that."
There are ways to do that. In Cursor, for example, you can create something called cursor rules, which are like standing documents that describe certain aspects of your system. In my team, we're always tweaking those rules. Whenever we find that the AI model did something wrong, we're always analysing why. Usually it's our prompt – I just phrased it badly – or I just need to add a cursor rule, or I need to break the problem down a little bit.
It's exactly the same thing as if you go to a team and give them this massive user story that includes all these assumptions – they'll probably get some things wrong. But if you take that big problem and sit down together and analyse it and split it into smaller steps where each step is verifiable and testable, now your team can do really good work. It's exactly the same thing with AI.
Addressing the Code Review Bottleneck
Tenille: One of our senior developers found that he was outputting code at a much greater volume and faster speed, but the handbrake he found was actually their code review processes. They were keeping the same processes they had previously, and that was a bit of a handbrake for them. What kind of advice would you have there?
Henrik: This reminds me of the general issue with any kind of productivity improvement. If you have a value stream, a process where you do different parts – you do some development, some testing, you have some design – whenever you take one part of the process and make it super optimised, the bottleneck moves to somewhere else.
If testing is no longer the bottleneck, maybe coding is. And when coding is instant, then maybe customer feedback – or lack of customer feedback – is the bottleneck. The bottleneck just keeps moving. In that particular case, the bottleneck became code review. So I would just start optimising that. That's not an AI problem. It's a process problem.
Look at it: what exactly are we trying to do when we review? Maybe we could think about changing the way we review things. For example, does all code need to be reviewed? Would it be enough that the human who wrote it and the AI, together with the human, agree that this is fine? Or maybe depending on the criticality of that change, in some cases you might just let it pass or use AI to help in the reviewing process also.
"I think there's value in code review in terms of knowledge sharing in a large organisation. But maybe the review doesn't necessarily need to be a blocking process either. It could be something you go back and look at – don't let it stop you from shipping, but maybe go back once per week and say, 'Let's look at some highlights of some changes we've made.'"
We produce 10 times more code than in the past, so reviewing every line is not feasible. But maybe we can at least identify which code is most interesting to look at.
Ethical Considerations: Balancing Innovation with Responsibility
Tenille: Agile emphasises people over process and delivering value to customers. Now with AI in the mix, there's potential for raising some ethical considerations. I'm interested in your thoughts on how teams should approach these ethical considerations that come along with AI – things like balancing rapid experimentation against concerns around bias, potential data privacy concerns.
Henrik: I would treat each ethical question on its own merits. Let me give you an example. When you use AI – let's say facial recognition technology that can process and recognise faces a lot better than any human – I kind of put that in the bucket of: any tool that is really useful can also be used for bad things. A hammer, fire, electricity.
That doesn't have so much to do with the tool itself. It has much more to do with the rules and regulations and processes around the tool. I can't really separate AI in that sense. Treat it like any other system. Whenever you install a camera somewhere, with or without AI, that camera is going to see stuff. What are you allowed to do with that information? That's an important question. But I don't think it's different for AI really, in that sense, other than that AI is extremely powerful. So you need to really take that seriously, especially when it comes to things like autonomous weapons and the risk of fraud and fake news.
"An important part of it is just to make it part of the agenda. Let's say you're a recruitment company and you're now going to add some AI help in screening. At least raise the question: we could do this. Do we want to do this? What is the responsible way to do it?"
It's not that hard to come up with reasonable guidelines. Obviously, we shouldn't let the AI decide who we're going to hire or not. That's a bad idea. But maybe it can look at the pile of candidates that we plan to reject and identify some that we should take a second look at. There's nothing to lose from that because that AI did some extra research and found that this person who had a pretty weak CV actually has done amazing things before.
We're actually working with a company now where we're helping them build some AI agents. Our AI agents help them classify CVs – not by "should we hire them or not," but more like which region in Sweden is this, which type of job are we talking about here. Just classifying to make it more likely that this job application reaches the right person. That's work that humans did before with pretty bad accuracy.
The conclusion was that AI, despite having biases like we humans do, seemed to have less biases than the human. Mainly things like it's never going to be in a bad mood because it hasn't had its coffee today. It'll process everybody on the same merits.
I think of it like a peer-to-peer thing. Imagine going to a doctor – ideally, I want to have both a human doctor and an AI doctor side by side, just because they both have biases, but now they can complement each other. It's like having a second opinion. If the AI says we should do this and the doctor says, "No, wait a second," or vice versa, having those two different opinions is super useful.
Parallels Between Agile and AI Transformations
Tenille: You're recognised as one of the leading voices in agile software development. I can see, and I'm interested if you do see, some parallels between the agile transformations that you led at Spotify and Lego with the AI transformations that many businesses are looking at now.
Henrik: I agree. I find that when we help companies transition towards becoming AI native, a lot of the thinking is similar to agile. But I think we can generalise that agile transformations are not really very special either – it's organisational change.
There are some patterns involved regardless of whether you're transitioning towards an agile way of working or towards AI. Some general patterns such as: you've got to get buy-in, it's useful to do the change in an incremental way, balance bottom-up with top-down. There are all these techniques that are useful regardless. But as an agilist, if you have some skills and competence in leading and supporting a change process, then that's going to be really useful also when helping companies understand how to use AI.
Tenille: Are you seeing more top-down or bottom-up when it comes to AI transformations?
Henrik: So far it's quite new still. The jury's not in yet. But so far it looks very familiar to me. I'm seeing both. I'm seeing situations where it's pure top-down where managers are like "we got to go full-out AI," and they push it out with mixed results. And sometimes just completely bottom-up, also with mixed results.
Sometimes something can start completely organically and then totally take hold, or it starts organically and then gets squashed because there was no buy-in higher up. I saw all of that with agile as well. My guess is in most cases the most successful will be when you have a bit of both – support and guidance from the top, but maybe driven from the bottom.
"I think the bottom-up is maybe more important than ever because this technology is so weird and so fast-moving. As a leader, you don't really have a chance if you try to control it – you're going to slow things down to an unacceptable level. People will be learning things that you can't keep up with yourself. So it's better to just enable people to experiment a lot, but then of course provide guidance."
AI for Product Owners: From Ideation to Pull Requests
Tenille: You're very well known for your guidance and for your ability to explain quite complex concepts very simply and clearly. I was looking at your video on YouTube today, the Agile Product Ownership in a Nutshell video, which was uploaded about 12 years ago now. Thinking about product owners, there's a big opportunity now with AI for generating ideas, analysing data, and even suggesting new features. What's your advice for product owners and product managers in using AI most effectively?
Henrik: Use it for everything. Overuse it so you can find the limits. The second thing is: make sure you have access to a good AI model. Don't use the free ones. The difference is really large – like 10x, 100x difference – just in paying like $20 per month or something. At the moment, I can particularly strongly recommend Claude. It's in its own category of awesomeness right now. But that of course changes as they leapfrog each other. But mainly: pay up, use a paid model, and then experiment.
For product owners, typical things are what you already mentioned – ideation, creating good backlog items, splitting a story – but also writing code. I would say as a PO, there is this traditional view, for example in Scrum, that POs should not be coding. There's a reason for that: because coding takes time, and then as PO you get stuck in details and you lose the big picture.
Well, that's not true anymore. There are very many things that used to be time-consuming coding that is basically a five-minute job with a good prompt.
"Instead of wasting the team's time by trying to phrase that as a story, just phrase it as a pull request instead and go to the team and demonstrate your running feature."
That happened actually today. Just now, our CEO, who's not a coder, came to me with a pull request. In fact, quite often he just pushes directly to a branch because it's small changes. He wants to add some new visualisation for a graph or something in our platform – typically admin stuff that users won't see, so it's quite harmless if he gets it wrong.
He's vibe coding, just making little changes to the admin, which means he never goes to my team and says, "Hey, can you guys generate this report or this graph for how users use our product?" No, he just puts it in himself if it's simple.
Today we wanted to make a change with how we handle payments for enterprise customers. Getting that wrong is a little more serious, and the change wasn't that hard, but he just didn't feel completely comfortable pushing it himself. So he just made a PR instead, and then we spent 15 minutes reviewing it. I said it was fine, so we pushed it.
It's so refreshing that now anybody can code. You just need to learn the basic prompting and these tools. And then that saves time for the developers to do the more heavyweight coding.
Tenille: It's an interesting world where we can have things set up where anyone could just jump in and with the right guardrails create something. It makes Friday demos quite probably a lot more interesting than maybe they used to be in the past.
Henrik: I would like to challenge any development team to let their stakeholders push code, and then find out whatever's stopping you from doing that and fix that. Then you get to a very interesting space.
Closing the Gap Between Makers and Users
Tenille: A key insight from your work with agile teams in the past has been to really focus on minimising that gap between maker and user. Do you think that AI helps to close that gap, or do you think it potentially risks widening it if teams are focusing too much on AI predictions and stop talking to their customers effectively?
Henrik: I think that of course depends a lot on the team. But from what I've seen so far, it massively reduces the gap. Because if I don't have to spend a week getting a feature to work, I can spend an hour instead. Then I have so much more time to talk to my users and my customers.
If the time to make a clickable prototype or something is a few seconds, then I can do it live in real time with my customers, and we can co-create. There are all these opportunities.
I find that – myself, my teams, and the people I work with – we work a lot more closely with our users and customers because of this fast turnaround time.
"Just yesterday I was teaching a course, and I was going home sitting on the subway. It was a 15-minute subway ride. I finally got a seat, so I had only 7 minutes left. There's this feature that I wanted to build that involved both front-end and back-end and a database schema change. Well, 5 minutes later it was done and I got off the subway and just pushed it. That's crazy."
Of course, our system is set up optimised to enable it to be that fast. And of course not everything will work that well. But every time it does, I've been coding for 30 years, and I feel like I wake up in some weird fantasy every day, wondering, "Can I really be this productive?" I never would have thought that was possible.
Looking Ahead: The Future of Agile Teams
Tenille: I'd like you to put your futurist hat on for a moment. How do you see the future of agile teamwork in, say, 10 to 15 years time? If we would have this conversation again in 2035, given the exponential growth of AI and improvements over the last two to three years, what do you think would be the biggest change for software development teams in how they operate?
Henrik: I can't even imagine 10 years. Even 5 years is just beyond imagination. That's like asking someone in the 1920s to imagine smartphones and the Internet. I think that's the level of change we're looking at.
I would shorten the time a little bit and say maybe 3 or 4 years. My guess there – and I'm already seeing this transfer happen – is that coding will just go away. It just won't be stuff that we humans do because we're too slow and we hallucinate way too much.
But I think engineering and the developer role will still be there, just that we don't type lines of code – in the same way that we no longer make punch cards or we no longer write machine code and poke values into registers using assembly language. That used to be a big part of it, but no longer.
"In the future, as developers, a lot of the work will still be the same. You're still designing stuff, you're thinking about architecture, you're interacting with customers, and you're doing all the other stuff. But typing lines of code is something that we're gonna be telling our kids about, and they're not gonna believe that we used to do that."
The other thing is smaller teams, which I'm already seeing now. I think the idea of a cross-functional team of 5 to 7 people – traditionally that was considered quite necessary in order to have all the different skills needed to deliver a feature in a product. But that's not the case anymore. If you skip ahead 2 or 3 years when this knowledge has spread, I think most teams will be 2 people and an AI, because then you have all the domain knowledge you need, probably.
As a consequence of that, we'll just have more teams. More and smaller teams. Of course, then you need to collaborate between the teams, so cross-team synchronisation is still going to be an issue.
Also, I'm already seeing this now, but this concept of sprints – the whole point is to give a team some peace of mind to build something complex, because typically you would need a week or two to build something complex. But now, when it takes a day and some good prompting to do the same thing that would have taken a whole sprint, then the sprint is a day instead. If the sprint is a day, is there any difference between a sprint planning meeting and a daily standup? Not really.
I think sprints will just kind of shrink into oblivion. What's going to be left instead is something a little bit similar – some kind of synchronisation point or follow-up point. Instead of a sprint where every 2 weeks we sit down and try to make a plan, I think it'll be very much continuous delivery on a day-to-day basis. But then maybe every week or two we take a step back and just reflect a little bit and say, "Okay, what have we been delivering the past couple of weeks? What have we been learning? What's our high-level focus for the next couple of weeks?" A very, very lightweight equivalent of a sprint.
I feel pretty confident about that guess because personally, we are already there with my team, and I think it'll become a bit of a norm.
Final Thoughts: Preparing for the Future
Henrik: No one knows what's gonna happen in the future, and those who say they do are kidding themselves. But there's one fairly safe bet though: no matter what happens in the future with AI, if you understand how to use it, you'll be in a better position to deal with whatever that is. That's why I encourage people to get comfortable with it, get used to using it.
Tenille: I have a teenage daughter who I'm actually trying to encourage to learn how to use AI, because I feel like when I was her age, the Internet was the thing that was sort of coming mainstream. It completely changed the way we live. Everything is online now. And I feel like AI is that piece for her.
Henrik: Isn't it weird that the generation of small children growing up now are going to consider this to be normal and obvious? They'll be the AI natives. They'll be like, "Of course I have my AI agent buddy. There's nothing weird about that at all."
Tenille: I'll still keep being nice to my coffee machine.
Henrik: Yeah, that's good. Just in case, you know.
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Thank you to Henrik Kniberg for joining us on this episode of the Easy Agile Podcast. To learn more about Henrik's work, visit Abundly AI or check out his educational videos on AI and agile practices.
Subscribe to the Easy Agile Podcast on your favourite platform, and join us for more conversations about agile, product development, and the future of work.
- Podcast
Easy Agile Podcast Ep.32 Why Your Retrospectives Keep Failing (and How to Finally Fix Them)
In this insightful episode, we dive deep into one of the most common frustrations in engineering and dev teams: retrospectives that fail to drive meaningful change. Join Jaclyn Smith, Senior Product Manager at Easy Agile, and Shane Raubenheimer, Agile Technical Consultant at Adaptavist, as they unpack why retrospectives often become checkbox exercises and share practical strategies for transforming them into powerful engines of continuous improvement.
Want to put these insights into practice? We hosted a live, hands-on retro action workshop to show you exactly how to transform your retrospectives with practical tools and techniques you can implement immediately.
Key topics covered:
- Common retrospective anti-patterns and why teams become disengaged
- The critical importance of treating action items as "first-class citizens"
- How to surface recurring themes and environmental issues beyond team control
- Practical strategies for breaking down overwhelming improvement initiatives
- The need for leadership buy-in and organizational support for retrospective outcomes
- Moving from "doing agile" to "being agile" through effective reflection and action
This conversation is packed with insights for making your retrospectives more impactful and driving real organizational change.
About our guests
Jaclyn Smith is a Senior Product Manager at Easy Agile, where she leads the Easy Agile TeamRhythm product that helps teams realize the full benefits of their practices. With over five years of experience as both an in-house and consulting agile coach, Jaclyn has worked across diverse industries helping teams improve their ways of working. At Easy Agile, she focuses on empowering teams to break down work effectively, estimate accurately, and most importantly, take meaningful action to continuously improve their delivery and collaboration.
Shane Raubenheimer is an Agile Technical Consultant at Adaptavist, a global family of companies that combines teamwork, technology, and processes to help businesses excel. Adaptavist specializes in agile consulting, helping organizations deliver customer value through agile health checks, coaching, assessments, and implementing agile at scale. Shane brings extensive experience working across multiple industries—from petrochemical to IT, digital television, and food industries—applying agile philosophy to solve complex organizational challenges. His expertise spans both the technical and cultural aspects of agile transformation.
Transcript
This transcript has been lightly edited for clarity and readability while maintaining the authentic conversation flow.
Opening and introductions
Jaclyn Smith: Hi everyone, and welcome back to the Easy Agile Podcast. Today I'm talking to Shane Raubenheimer, who's with us from Adaptavist. Today we're talking about why your retrospectives keep failing and how to finally fix them. Shane, you and I have spent a fair amount of time together exploring the topic of retros, haven't we? Do you want to tell us a little bit about yourself first?
Shane Raubenheimer: Yeah, hello everyone. I'm Shane Raubenheimer from Adaptavist. I am an agile coach and technical consultant, and along with Jaclyn, we've had loads of conversations around why retros don't work and how they just become tick-box exercises. Hopefully we're going to demystify some of that today.
Jaclyn Smith: Excellent. What's your background, Shane? What kind of companies have you worked with?
Shane Raubenheimer: I've been privileged enough to work across multiple industries—everything from petrochemical to IT, to digital television, food industry. All different types of applied work, but with the agile philosophy.
Jaclyn Smith: Excellent, a big broad range. I should introduce myself as well. My name is Jaclyn. I am a Senior Product Manager here at Easy Agile, and I look after our Team Rhythm product, which helps teams realize the benefits of being agile. I stumbled there because our whole purpose at Easy Agile is to enable our customers to realize the benefits of being agile.
My product focuses on team and teamwork, and teamwork happens at every level as we know. So helping our customers break down work and estimate work, reflect—which is what we're talking about today—and most importantly, take action to improve their ways of working. I am an agile coach by trade as well as a product manager, and spent about five years in a heap of different industries, both as a consultant like you Shane, and as an in-house coach as well.
The core problem: When retrospectives become checkbox exercises
Jaclyn Smith: All right, let's jump in. My first question for you Shane—I hear a lot that teams get a bit bored with retros, or they face recurring issues in their retrospectives. Is that your experience? Tell me about what you've seen.
Shane Raubenheimer: Absolutely. I think often what should be a positive rollup and action of a sequence of work turns out to normally become a checkbox exercise. There's a lot of latency in the things that get uncovered and discussed, and they just tend to perpetually roll over. It almost becomes a checkbox exercise from what I've seen, rather than the mechanism to actively change what is happening within the team—but more importantly, from influences outside the team.
I think that's where retros fail, because often the team does not have the capability to do any kind of upward or downstream problem solving. They tend to just mull about different ways to ease the issues within the team by pivoting the issues rather than solving them.
I think that's where retros fail, because often the team does not have the capability to do any kind of upward or downstream problem solving. They tend to just mull about different ways to ease the issues within the team by pivoting the issues rather than solving them.
Jaclyn Smith: Yeah, I would agree. Something that I see regularly too is because they become that checkbox, teams get really bored of them. They do them because they're part of their sprint, part of their work, but they're not engaged in them anymore. It's just this thing that they have to do.
It also can promote a tendency to just look at what's recently happened and within their sphere of influence to solve. Whereas I think a lot of the issues that sometimes pop up are things that leadership need to help teams resolve, or they need help to solve. It can end up with them really focusing on "Oh well, there's this one bit in how we do our code reviews, we've got control over that, we'll try to fix that." Or as you say, the same recurring issues come up and they don't seem to get fixed—they're just the same complaints every time.
Shane Raubenheimer: Absolutely. You find ways that you put a band-aid on them just so you can get through to the next phase. I think the problem with that is the impact that broader issues have on teams is never completely solvable within that space, and it's no one else's mandate necessarily to do it. When an issue is relatable to a team, exposing why it's not a team-specific issue and it's more environmental or potentially process-driven—that's the bit that I feel keeps getting missed.
When an issue is relatable to a team, exposing why it's not a team-specific issue and it's more environmental or potentially process-driven—that's the bit that I feel keeps getting missed.
The pressure problem and overwhelming solutions
Jaclyn Smith: Yeah, I think so too. The other thing you just sparked for me—the recurring issue—I think that also happens when the team are under pressure and they don't feel like they have the time to solve the problems. They just need to get into the next sprint, they need to get the next bit of work done. Or maybe that thing that they need to solve is actually a larger thing—it's not something small that they can just change.
They need to rethink things like testing strategies. If that's not working for you, and it's not just about fixing a few flaky tests, but you need to re-look at how you're approaching testing—it seems overwhelming and a bit too big.
Shane Raubenheimer: Absolutely. Often environmental issues are ignored in favor of what you've been mandated to do. You almost retrofit the thing as best you can because it's an environmental issue. But finding ways to expose that as a broader-based issue—I think that should be the only output, especially if it's environmental and not team-based.
The problem of forgotten action items
Jaclyn Smith: Something I've also seen recently is that teams will come up with great ideas of things that they could do. As I said before, sometimes they're under pressure and they don't feel they have the capacity to make those changes. Sometimes those actions get talked about, everyone thinks it's a wonderful idea, and then they just get forgotten about. Teams end up with this big long backlog of wonderful experiments and things that they could have tried that have just been out of sight, out of mind. Have you seen much of that yourself?
Shane Raubenheimer: Plenty. Yes, and often teams err on the side of what's expected of them rather than innovate or optimize. I think that's really where explaining the retrospective concept to people outside fully-stacked or insular teams is the point here. You need, very much like in change management, somebody outside the constructs of teams to almost champion that directive—the same way as you would do lobbying for money or transformation. It needs to be taken more seriously and incorporated into not just teams being mini-factories supporting a whole.
You transform at a company level, you change-manage at a company level. So you should action retrospective influences in the same way. Naturally you get team-level ones, and that's normally where retrospectives do go well because it's the art of the possible and what you're mandated to do. I think bridging the gap between what we can fix ourselves and who can help us expose it is a big thing.
I see so much great work going to waste because it simply isn't part of the day job, or should be but isn't.
You transform at a company level, you change-manage at a company level. So you should action retrospective influences in the same way.
Making action items first-class citizens
Jaclyn Smith: Yeah, absolutely. I know particularly in the pre-Covid times when we were doing a lot of retros in person, or mostly in person with stickies on walls, I also found even if we took a snapshot of the action column, it would still end up on a Confluence board or something somewhere and get forgotten about. Then the next retro comes around and you sort of feel like you're starting fresh and just looking at the last sprint again. You're like, "Oh yeah, someone raised that last retro, but we still didn't do anything about that."
Shane Raubenheimer: I think Product Owners, Scrum Masters, or any versions of those kinds of roles need to treat environmental change or anti-pattern change as seriously as they treat grooming work—the actual work itself. Because it doesn't matter how good you are if the impediments that are outside of your control are not managed or treated with the same kind of importance as the actual work you're doing. That'll never change, it'll just perpetuate. Sooner or later you hit critical mass. There's no scenario where your predictability or velocity gets better if these things are inherent to an environment you can't control.
Product Owners, Scrum Masters, or any versions of those kinds of roles need to treat environmental change or anti-pattern change as seriously as they treat grooming work—the actual work itself.
Jaclyn Smith: Yeah, that's true. We've talked about action items being first-class citizens and how we help teams do that for that exact reason. Because a retro is helpful to build relationships and empathy amongst the team for what's happening for each of them and feel a sense of community within their team. But the real change comes from these incremental changes that are made—the conversations that spark the important things to do to make those changes to improve how the team works.
That action component is really the critical part, or maybe one of two critical parts of a retro. I feel like sometimes it's the forgotten child of the retro. Everyone focuses a lot on engaging people in getting their ideas out, and there's not as much time spent on the action items and what's going to be done or changed as a result.
Beyond team-level retrospectives
Shane Raubenheimer: Absolutely, consistently. I think it's symptomatic potentially of how retros are perceived. They're perceived as an inward-facing, insular reevaluation of what a team is doing. But I've always thought, in the same way you have the concept of team of teams, or if you're in a scaled environment like PI planning, I feel retrospectives need the same treatment or need to be invited to the VIP section to become part of that.
Because retrospectives—yes, they're insular or introspective—but they need to be exposed at the same kind of level as things like managing your releases or training or QA, and they're not.
Jaclyn Smith: Yeah, I think like a lot of things, they've fallen foul of the sometimes contentious "agile" word. People tend to think, "Oh retros, it's just one of those agile ceremonies or agile things that you do." The purpose of them can get really lost in that, and how useful they can be in creating change. At the end of the day, it's about improving the business outcomes. That's why all of these things are in place—you want to improve how well you work together so that you can get to the outcome quicker.
At the end of the day, it's about improving the business outcomes. That's why all of these things are in place—you want to improve how well you work together so that you can get to the outcome quicker.
Shane Raubenheimer: Absolutely. Outcome being the operative word, not successfully deploying code or...
Jaclyn Smith: Or ticking the retro box, successfully having a retro.
Shane Raubenheimer: Yeah, exactly. Being doing agile instead of being agile, right?
Expanding the scope of retrospectives
Jaclyn Smith: One hundred percent. It also strikes me that there is still a tendency for retros to be only at a team level and only a reflection of the most recent period of time. So particularly if a team are doing Scrum or some version of Scrum with sprints, to look back over just the most recent period. I think sometimes the two things—the intent of a retro but also the prime directive of the retro—gets lost.
In terms of intent, you can run a retro about anything. Think about a post-mortem when you have an incident and everyone gets together to discuss what happened and how we prevent that in the future. I think people forget that you can have a retro and look at your system of work, and even hone in on something like "How are we estimating? Are we doing that well? Do we need to improve how we're doing that?" Take one portion of what you're working on and interrogate it.
You can run a retro about anything. I think people forget that you can have a retro and look at your system of work, and even hone in on something like "How are we estimating? Are we doing that well? Do we need to improve how we're doing that?" Take one portion of what you're working on and interrogate it.
Understanding anti-patterns
Shane Raubenheimer: Absolutely. You just default to "what looks good, what can we change, what did we do, what should we stop or start doing?" That's great and all, but without some kind of trended analysis over a period of time, you might just be resurfacing issues that have been there all along. I think that's where the concept or the lack of understanding of anti-patterns comes in, because you're measuring something that's happened again rather than measuring or quantifying why is it happening at all.
I think that's the big mistake of retros—it's almost like an iterative band-aid.
I think that's the big mistake of retros—it's almost like an iterative band-aid.
Jaclyn Smith: Yeah. Tell me a little bit more about some of the anti-patterns that you have seen or how they come into play.
Shane Raubenheimer: One of them we've just touched on—I think the buzzword for it is the cargo cult culture for agile. That's just cookie-cutting agile, doing agile because you have to instead of being agile. Literally making things like your stand-up or your review or even planning just becomes "okay, well we've got to do this, so we've ticked the box and we're following through."
Not understanding the boundaries of what your method is—whether you like playing "wagile" or whether you're waterfall sometimes, agile at other times, and you mistake that variability as your agility. But instead, you don't actually have an identity. You're course-correcting blindly based on what's proportionate to what kind of fire you've got in your way.
Another big anti-pattern is not understanding the concept of what a team culture means and why it's important to have a team goal or a working agreement for your team. Almost your internal contracting. We do it as employees, right?
I think a lot of other anti-patterns come in where something's exposed within a team process, and because it's not interrogated or cross-referenced across your broader base of teams, it's not even recognized as a symptom. It is just a static issue. For me, that's a real anti-pattern in a lot of ways—lack of directive around what to do with retrospectives externally as well as internally. That's simply not a thing.
A lot of other anti-patterns come in where something's exposed within a team process, and because it's not interrogated or cross-referenced across your broader base of teams, it's not even recognized as a symptom. It is just a static issue. For me, that's a real anti-pattern in a lot of ways—lack of directive around what to do with retrospectives externally as well as internally.
Jaclyn Smith: Yeah, I think that's a good call-out for anyone watching or listening. If you're not familiar with anti-patterns, they're common but ineffective responses to recurring problems. They may seem helpful initially to solve an immediate problem, but they ultimately lead to negative outcomes.
Shane, what you just spoke about there with retrospectives—an example of that is that the team feel disengaged with retrospectives and they're not getting anything useful out of it, or change isn't resulting from the retrospectives. So the solution is to not hold them as frequently, or to stop doing them, or not do them at different levels or at different times. That's a really good example of an anti-pattern. It does appear to fix the problem, but longer term it causes more problems than it solves.
Another one that I see is with breaking down work. The idea that spending time together to understand and gain a shared understanding of the work and the outcome that you need takes a lot of time, and breaking down that work and getting aligned on how that work is going to break down on paper can look like quite an investment. But it's also saving time at the other end, reducing risk, reducing duplication and rework to get a better outcome quicker. You shift the time spent—development contracts because you've spent a little bit more time discovering and understanding what you're doing.
A common anti-pattern that I see there is "we spent way too long looking at this, so we're going to not do discovery in the same way anymore," or "one person's going to look at that and break it down."
The budget analogy
Shane Raubenheimer: I always liken it to your budget. The retrospective is always the nice shiny holiday—it's always the first to go.
I always liken it to your budget. The retrospective is always the nice shiny holiday—it's always the first to go.
Jaclyn Smith: It's the contractor.
Shane Raubenheimer: Yeah. It's almost like exposing stuff that everybody allegedly knows to each other is almost seen as counterintuitive because "we're just talking about stuff we all know." It often gets conflated into "okay, we'll just do that in planning." But the reality is the concept of planning and how you amend what you've done in the retrospective—that's a huge anti-pattern because flattening those structures from a ceremonies perspective is what teams tend to do because of your point of "well, we're running out of daylight for doing actual development."
But it's hitting your head against the wall repeatedly and hoping for a different outcome without actually implying a different outcome. Use a different wall even. I think it's because people are so disillusioned with retrospectives. I firmly believe it's not an internal issue. I believe if the voices are being heard at a budgeting level or at a management level, it will change the whole concept of the retrospective.
Solution 1: Getting leadership buy-in
Jaclyn Smith: I like it, and that's a good thread to move on to. So what do we do about it? How do we help change this? What are some of the practical tips that people can deploy?
Shane Raubenheimer: A big practical tip—and this is going to sound like an obvious one—is actual and sincere buy-in. What I mean by that is, as a shareholder, if I am basing your performance and your effectiveness on the quality and output of the work that you're promising me, then I should be taking the issues that you're having that are repeating more seriously.
Because if you're course-correcting for five, six, or seven sprints and you're still not getting this increasing, predictable velocity, and if it's not your team size or your attitude, it's got to be something else. I often relate that to it being environmental.
Buying into the outputs for change the same way as you would into keeping everyone honest, managing budgets, and chasing deadlines—it should all be part of the same thing. They should all be sitting at the VIP table, and I think that's a big one.
Buying into the outputs for change the same way as you would into keeping everyone honest, managing budgets, and chasing deadlines—it should all be part of the same thing. They should all be sitting at the VIP table.
Solution 2: Making patterns visible
Jaclyn Smith: I think so too. Something that occurs to me, and it goes back to what we were talking about right at the beginning, is sometimes identifying that there's a pattern there and that the same thing keeps coming up isn't actually visible, and that's part of the problem, right?
I know some things we've been doing in Easy Agile TeamRhythm around that recently, attempting to help teams with this. We've recently started surfacing all incomplete action items in retrospectives so people can see that big long list. Because they can convert their action items to Jira items or work items, they can also see where they've just been sitting and languishing in the backlog forever and a day and never been planned for anything to be done about them.
We've recently started surfacing all incomplete action items in retrospectives so people can see that big long list. Because they can convert their action items to Jira items or work items, they can also see where they've just been sitting and languishing in the backlog forever and a day and never been planned for anything to be done about them.
We've added a few features to sort and that kind of thing. Coming in the future—and we've been asked about this a lot—is "what about themes? What about things that are bubbling up?" So that's definitely on our radar that will be helpful.
I think that understanding that something has been raised—a problem getting support from another team, or with a broken tool or an outdated tool that needs to be replaced in the dev tooling or something like that—if that's been popping up time and time again and you don't know about it, then even as the leader of that team, you don't have the ammunition to then say "Look, this is how much it's slowed us down."
I think we live in such a data world now. If those actions are also where the evidence is that this is what needs to change and this is where the barriers are...
Solution 3: The power of trend analysis
Shane Raubenheimer: Certainly. I agree. Touching on the trend analytics approach—we do trend analysis on everything except what isn't happening or what is actually going wrong, because we just track the fallout of said lack of application. We don't actually trend or theme, to your point.
We do trend analysis on everything except what isn't happening or what is actually going wrong, because we just track the fallout of said lack of application.
We theme everything when we plan, yet somehow we don't categorize performance issues as an example. If everybody's having a performance issue, that's the theme. We almost need to categorize or expose themes that are outward-facing, not just inward-facing. Because it's well and good saying "well, our automated testing system doesn't work"—what does that mean? Why doesn't it work?
I think it should inspire external investigation. When you do a master data cleanup, you don't just say "well, most of it looks good, let's just put it all in the new space." You literally interrogate it at its most definitive and lowest level. So why not do the same with theming and trending environmental issues that you could actually investigate, and that could become a new initiative that would be driven by a new team that didn't even know it was a thing?
Jaclyn Smith: Yeah, and you're also gathering data at that point to evidence the problem rather than "oh, it's a pain point that keeps coming up." It is, but it gives you the opportunity to quantify that pain point a little bit as well. I think that is sometimes really hard to do when you're talking about developer experience or team member experience. Even outside of product engineering teams, there are things in the employee experience that affect the ability for that delivery—whatever you're delivering—to run smoothly. You want to make that as slick as possible, and that's how you get the faster outcomes.
Solution 4: The human factor
Shane Raubenheimer: Absolutely. You can never underestimate the human factor as well. If everything I'm doing and every member of my team is doing is to the best of not just their capability, but to the best of the ability in what they have available to them, you become jaded, you become frustrated. Because if you're hitting your head against the same issue regardless of how often you're pivoting, that can be very disillusioning, especially if it's not been taken as seriously as your work output.
If everything I'm doing and every member of my team is doing is to the best of not just their capability, but to the best of the ability in what they have available to them, you become jaded, you become frustrated.
We run a week late for a customer delivery or a customer project, and we start complaining about things like money, budget overspend, over-utilization. But identifying systematic or environmental issues that you can actually quantify should be treated in exactly the same way. I feel very strongly about this.
Solution 5: Breaking down overwhelming action items
Jaclyn Smith: We tend to nerd out about this stuff, Shane, and you're in good company. You've also reminded me—we've put together a bit of a workshop to help teams and people understand how to get the most out of their retrospectives, not just in terms of making them engaging, but fundamentally how to leverage actions to make them meaningful and impactful.
We've spoken a lot about the incremental change that is the critical factor when it is something that's within the team's control or closely to the team's control. That's how you get that expansion of impact—the slow incremental change. We've talked about sometimes those action items seem overwhelming and too big. What's your advice if that's the scenario for a team? What do you see happen and what can they do?
Shane Raubenheimer: I would suggest following the mantra of "if a story is too big, you don't understand enough about it yet, or it's not broken down far enough." Incremental change should be treated in exactly the same way. The "eat the elephant one bite at a time" analogy. If it's insurmountable, identify a portion of it that will make it a degree less insurmountable next time, and so on and so forth.
If we're iterating work delivery, problem-solving should be done in rapid iteration as well. That's my view.
Jaclyn Smith: I like it.
The "eat the elephant one bite at a time" analogy. If it's insurmountable, identify a portion of it that will make it a degree less insurmountable next time, and so on and so forth. If we're iterating work delivery, problem-solving should be done in rapid iteration as well.
Wrapping up: What's next?
Jaclyn Smith: I think we're almost wrapping up in terms of time. What can people expect from us if they join our webinar on July 10th, I believe it is, where we dive and nerd out even more about this topic, Shane?
Shane Raubenheimer: I think the benefit of the webinar is going to be a practical showing of what we're waxing lyrical about. It's easy to speak and evangelize, but I think from the webinar we'll show turning our concepts into actual actions that you can eyeball and see the results of.
With our approach that we took to our workshop, I think people will very quickly get the feeling of "this is dealing with cause and effect in a cause and effect way." So practical—to put that in one sentence, an active showing or demonstration of how to quantify and actually do what we've been waxing lyrical about.
the benefit of the webinar is going to be a practical showing of what we're waxing lyrical about. It's easy to speak and evangelize, but I think from the webinar we'll show turning our concepts into actual actions that you can eyeball and see the results of.
Jaclyn Smith: Excellent. That was a lovely summation, Shane. If anyone is interested in joining, we urge you to do so. You can hear us talking more about that but get some practical help as well. There is a link to the registration page in the description below.
I think that's about all we have time for today. But Shane, as always, it's been amazing and lovely to chat to you and hear your thoughts on a pocket of the agile world and helping teams.
Shane Raubenheimer: Yeah, it's always great engaging with you. I always enjoy our times together, and it's been my pleasure. I live for this kind of thing.
Jaclyn Smith: It's wonderful! Excellent. Well, I will see you on the 10th, and hopefully we'll see everyone else as well.
Shane Raubenheimer: Perfect. Yeah, looking forward to it.
Jaclyn Smith: Thanks.
Ready to end the frustration of ineffective retrospectives?
Jaclyn Smith and Shane Raubenheimer also hosted a live, hands-on webinar designed to turn retrospectives into powerful engines for continuous improvement.
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