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Easy Agile Podcast Ep.20 The importance of the Team Retrospective

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"It was great chatting to Caitlin about the importance of the Team Retrospective in creating a high performing cross-functional team" - Chloe Hall

In this episode, I was joined by Caitlin Mackie - Content Marketing Coordinator at Easy Agile.

In this episode, we spoke about;

  • Looking at the team retrospective as a tool for risk mitigation rather than just another agile ceremony
  • The importance of doing the retrospective on a regular cycle
  • Why you should celebrate the wins?
  • Taking the action items from your team retrospective to your team sprint planning
  • Timeboxing the retrospective
  • Creating a psychologically safe environment for your team retrospective

I hope you enjoy today's episode as much as I did recording it.

Transcript

Chloe Hall:

Hi, everyone. Welcome to the Easy Agile Podcast. I'm Chloe, Marketing Coordinator at Easy Agile, and I'll be your host for today's episode. Before we begin, we'd like to acknowledge the traditional custodians of the land from which I am recording today, the Wodi Wodi people of the Dharawal Speaking nation and pay our respects to elders past, present, and emerging. We extend that same respect to all Aboriginal and to Strait Islander peoples who are tuning in today. So today, we have a bit of a different episode for you. I'm going to be talking with Easy Agile's very own Content Marketing Coordinator, Caitlin Mackie. Caitlin is the Product Owner* of our Brand and Conversions Team*. Now this team is a cross-functional team who have only been together for roughly six months. And within their first few months, as a team, mind you they also had two brand new employees, they worked on a company rebrand.

Chloe Hall:

A new team, a huge task, the possibility of the team being high performing was unlikely at this point in time. So, the team was too new to have already formed that trust, strong relationships, and psychological safety, but somehow they came together and managed to work together, creating a flow of continuous improvement and ship this rebrand. So, I've brought for you today Caitlin onto the podcast to discuss the team's secret for success. Welcome to the podcast, Caitlin.

Caitlin Mackie:

Thanks, Chloe. It's a bit different sitting on this side. I'm used to being in your shoes. I feel [inaudible 00:01:45]. I feel uncomfortable. [inaudible 00:01:46].

Chloe Hall:

Yeah. It's my first time hosting as well, so very strange. Isn't it? How are you feeling today?

Caitlin Mackie:

Yeah. Good. I'm excited. I'm excited to chat about our experience coming together as a cross-functional Agile team, and hopefully share some of the things that worked for us with our listeners.

Chloe Hall:

Yes, I know myself, and I'm sure our audience is very excited to hear what your team's secret to success was. Did you want to start off by telling us what was this big secret that really helped you work together as a team?

Caitlin Mackie:

That's a great question, Chloe. And that's a big question. I'm not sure if there's one key thing, I suppose, it is that ultimate secret source or that one thing that led to the success. I'm sure we all want to hear what that is. I would also love to know if there's just this one key ingredient, but I think something for us, and probably one of the most memorable things that really worked for us, and there was a lot for us to benefit from doing this, was actually doing our retrospectives. So that's probably the first thing that comes to mind when it comes to what led to our success.

Chloe Hall:

Okay. Yeah. In the beginning, why did you start doing the retrospectives?

Caitlin Mackie:

So, we were a new forming team, like you mentioned before, and we seen retrospectives as another Agile ceremony, and we saw other teams doing it and they were having a lot of success from it, so we became to jump on that bandwagon. And I think with being a new forming team, there are so many things that come into play. So, you're trying to figure each other out, how we all like to work and communicate with each other, all of that. And we were the first ever team dedicated to owning and improving our website. And we also knew it was likely that we'd be responsible for designing and launching a rebrand.

Caitlin Mackie:

So when you try and stitch all of that together, and then consider all those elements, we knew that we needed to reserve some time to be able to quickly iterate and call out what works and what doesn't. And what we did understand is that retrospectives are a great opportunity for the whole team to get together and uncover any problematic issues and have an open discussion aimed at really identifying room for improvement, or calling out what's working well, so we can continue to do that. So, I think retros allowed us to understand where we can have the most impact and how to be a really effective cross-functional Agile team.

Chloe Hall:

Wow. That is already so insightful. Yeah, it sounds like the retrospectives really helped you to gain that momentum into finding who your team is, becoming a well-working, high-performing cross-functional team. So, how often were you doing the retro? Were you doing this on a regular cycle, or was it just, "Okay. We have a problem. Some blockers have come up, we need to do a retro"?

Caitlin Mackie:

Yeah. I think initially retro, we kind of viewed retros as this thing where like, "Oh, we've done a few sprints now. We should probably do a retro and just reflect on how those few sprints went." It was kind of like this thing. It was always back of our mind. And we knew we needed to do it, but weren't really sure about the cadence and the way to go about it. So now, we do retros on a Friday morning, which is the last day of our weekly sprint. And then we jump into sprint planning after that. So after bio break as well, so let the team digest everything we talked about in retrospectives. And then we come into sprint planning with all the topics that we're discussed, and we will have a really nice, fresh perspective.

Chloe Hall:

Yeah.

Caitlin Mackie:

So, I think this works really well for us because everything is happening in a timely manner. We've just had a discussion about the best things that happened in the sprint or what worked really well, so you want to make sure you can practice the same behavior in the following, and vice versa for the improvements that you want to make. So, that list of action items that come out of a retrospective provide a really nice contact, context, sorry. And you have them all in mind during sprint planning.

Caitlin Mackie:

So for example, in the previous sprint, it might have come up that you underestimated your story points or there wasn't enough detail on your user stories. So, with each story or task that you are bringing into the sprint, you're then asking the question, is everyone happy with the level of detail? What are we missing? Or we've only story pointed this or two, is it more likely to be a five? So, everything is really fresh in your mind, and I definitely think that helps create momentum. When you've got the whole team working to figure out how you can be more effective with every sprint.

Chloe Hall:

That's such a great point that you just made Caitlin. And I love how going from doing the team retrospective, that you actually can take those action items and go into your sprint and put them into place straight away. It's really good. Otherwise, I feel like if you do the sprint retrospective on the Friday, and you're like, "Okay, these are our action items," get to Monday sprint planning and you're just thinking of the weekend. That [inaudible 00:07:20]

Caitlin Mackie:

Yeah, a hundred percent. Yeah. They're super fresher mind for everyone. So, it might not work for every team, but we find it works really well for us, because we're being really deliberate with how we approach sprint planning.

Chloe Hall:

Yeah. And then with that, I could see how doing the retro, how it could easily go over time, but then your team has sprint planning scheduled after. So, it's like you can't go over time. How have you managed to kind of time box that retrospective?

Caitlin Mackie:

Yeah, that's a really, really good question. And it is on purpose as well that they are scheduled closely together. Som as mentioned above, the discussion you've had in the retrospectives provides a nice momentum going to the sprint planning, but it does mean we have to watch the clock. And initially, this can be quite awkward, because you want to make sure that everyone feels heard and that everybody has the same opportunity to contribute. And I think this responsibility falls on the scrum master, or the product owner, or whoever's facilitating the retrospective to call it out and make sure everyone has the chance to be heard. You'll naturally have people tell the longer story or add a lot of extra context before getting to the point. And then you'll have others that will be a lot more direct. And I'm a lot like the latter. I struggle to get to the point, which doesn't work well when you're trying to time box a retrospective, right?

Chloe Hall:

And I can relate, same personality.

Caitlin Mackie:

Yes. So with this, I think it really comes down to communicating the expectation and the priority from the get go. With our team and with any team, you will want to figure out who you can perform really well and continually improve to exceed expectations and be better and learn and grow together. And I think if you all share that same mindset going into the retrospective and acknowledging that it's a safe


space to have difficult conversations. And as long as you're communicating with empathy, the team knows that it's never anything personal, and it's all in the best interest of the team. And that then helps the less direct communicators, like myself, address their point more concisely and really forces them to be more deliberate and succinct with their communication style.

Caitlin Mackie:

And that's really key to being able to stick to that time box, I think. And it does take practice, because it comes down to creating that psychological safety in your team. But once that's there, it's so much easier to call out when someone's going down a windy track, and bring the focus back and sort of say, "I hear you, what's the action item?" And just become a lot more deliberate.

Chloe Hall:

Wow. I couldn't even imagine like how hard it would be, with the personalities that yourself and I have, just trying to be so direct and get rid of all the fluffy stuff. I mean, look at what it's done to form such an amazing team that we have. So, you mentioned that aspect of psychological safety before. And how do you think being in a new cross-functional team... Only six months together, you had those new employees, do you think you were able to create a psychological safety space at any point?

Caitlin Mackie:

That's another fantastic question. And I feel like, honestly, it would be best to have a team discussion around this. It'd be interesting to hear everybody's perspectives around what contributes to that element of psychological safety and if everybody feels the same. So, I can't speak for the team, but my personal opinion on this or personal experience is that creating an environment of psychological safety really comes down to a mutual trust and respect. And at the end of the day, we all share the same goal. So, we all really, really respect what each other brings to the table and understand how all of these moving parts that we are working on individually all come together to achieve the goal. So, when we're having these open discussions in retros, or not even in retros, just communicating in general really, it's clear that we're asking questions in the best interest of the team and individual motives never come into play, or people aren't just offering their opinion when it's unwarranted or providing feedback, or being overly critical when they weren't asked to do so.

Caitlin Mackie:

So, none of those toxic behaviors happen, because we all respect that whatever piece of work is in question or the topic of discussion, the person owning that work, at the end of the day, is the expert. And we trust them, and we don't doubt each other for a second. And I think the other half of that is that we're also really lucky that if something doesn't go as we planned, we're all there to pick each other up and go again. So, this ties quite nicely into actually one of our values at Easy Agile is commit as a team. And this is all about acknowledging that we grow and succeed when we do it together, and to look after one another and engage with authenticity and courage. Som I may be biased, but I wholeheartedly believe that our team completely embraces that. And there's just such an admiration for what we all bring to the table, and I think that's really key to creating the psychological safety.

Chloe Hall:

I love that your team is really embracing our value, commit as a team and putting it into place, because that's what we're all about at Easy Agile, and it's just so great to see it as well. I think the other thing that


I wanted to address was... So again, during this cross functional team, and you've got design and dev, how do you think retros assisted you in allowing to work out what design and dev needed from each other?

Caitlin Mackie:

For sure. So, for some extra context for our listeners as well, so in our team, we've got two developers, Haley and David, and a designer, Matt and myself, who's in the marketing. So, we're very much a cross-functional little mini team. So, we all have the same goal and that same focus, but we also are all working on these little individual components that we then stitch together. So,, I think... We doing retros regularly. What we were able to identify was a really effective design and development cycle. So, we figured out a rhythm for what one another needed at certain points. For example, something we discovered really early was making sure that we didn't bring design and dev work into the same sprint. We needed to have a completely finished design file before dev starts working on it. And that might sound really obvious, but initially we thought, "Oh, well, if you have a half finished design file, dev can start working on that. And by the time that's done, the rest of the design file will be done."

Caitlin Mackie:

But what we failed to acknowledge is that by doing that, we weren't leaving enough capacity to iterate or address any issues or incorporate feedback on the first part of that design file, or if dev started working on it and design then gets told, "Oh, this part right here, it's not possible," so the designer is back working on the first part. And it just creates a lot of these roadblocks. So in retros, this came up and we were able to raise it and understand that what design needed from dev and what dev needed from design in order to make sure we weren't blockers for each other. And the action item out of the retro is that we all agreed that a design file had to be completely finished before dev picks up the work.

Chloe Hall:

I think it's so great that you were able to identify these blockers early on. Do you think like doing the retro on a weekly reoccurring basis was able to bring up those blockers quickly, or do you think it wouldn't have made a difference?

Caitlin Mackie:

No, definitely. I, a hundred percent, think that retros allowed us to address the blockers in a way more timely and effective manner. And we kind of touched on that before, but yeah, retros let you address the blockers, unpack them, understand why they're happening and what we need to do to make sure they don't happen again. So, for sure.

Chloe Hall:

Yeah. Yeah. I guess I want to talk a little bit now about the wins, the very exciting part of the retro, the part that we all love. So, how important do you think the wins are within the retro?

Caitlin Mackie:

So important. So, so, so important. It's like, when you achieve something epic as a team, you have to call it out. Celebrate all the wins, big, small. Some weeks will be better than others, but embrace that glass half full mentality. And there's always something to be proud of and celebrate, so call it out amongst


each other, share it with the whole company, publicly recognize it. Yeah, I think it's so important to embrace the wins. It just sort of creates a really positive atmosphere when you're in the team, makes everybody feel heard and recognized for their really positive contribution that they're making. And I think a big thing here as well is that if you've achieved something epic as a team, it's helpful for other teams to hear that as well, right? You figured out a cool new way to do something, share it. If it helped you as a team, it's most likely going to help another team.

Caitlin Mackie:

So I think celebrating the wins isn't even just reserved for work stuff either, right? If somebody's doing something amazing outside of work or hit a personal goal, get behind it.

Chloe Hall:

Yeah.

Caitlin Mackie:

To celebrate all the wins always.

Chloe Hall:

Yeah. And I think it's so good how you mentioned that it's vital to celebrate the wins of someone's personal life as well, because at the end of the day, we're all human beings. Yes,, we come to work, but we do have that personal element. And knowing what someone's like outside of work as well is an element to creating that psychological safe space and team bonding, which is so vital to having a good team at the end of the day. Yeah.

Caitlin Mackie:

Yeah, a hundred percent. Yeah, you hit the nail in the head with that. We talked about psychological safety before, and I definitely think incorporating that, acknowledging that, yeah, we are ourselves at work, but we also have a whole other life outside of that too, so just being mindful of that and just cheering each other on all the time. That's what we got to do, be each other's biggest cheerleaders.

Chloe Hall:

Yeah, exactly. That's the real key to success. Isn't it?

Caitlin Mackie:

Yeah, that's it. That's the key.

Chloe Hall:

So, you've been working really well as a new cross functional, high performing Agile team. How do you think... What is your future process for retros?

Caitlin Mackie:

We will for sure continue to do them weekly. It's part of the Agile manifesto, but we want to focus on responding to change, and I think retros really allow us to do that. It's beneficial and really valuable for


the team. And when you can set the team up for success, you're going to see that positive impact that has across the organization as a whole. So yeah, we've found a nice cadence and a rhythm that works for us. So, if it ain't broke, don't fix it.

Chloe Hall:

Yeah.

Caitlin Mackie:

Is that what they say? Is that the saying?

Chloe Hall:

I don't know. I think so, but let's just go with it. [inaudible 00:19:02], don't fix it.

Caitlin Mackie:

There we go. Yeah.

Chloe Hall:

You can quote Caitlin Mackie on that one.

Caitlin Mackie:

Quote me on that.

Chloe Hall:

Okay, Caitlin. Well, there's just one final thing that I want to address today. I thought end of the podcast, let's just have a little bit of fun, and we're going to do a little snippet of Caitlin's hot tip. So, for the audience listening, I want you to think of something that they can take away from this episode, an action item that they can start doing within their teams today. Take it away.

Caitlin Mackie:

Okay. Okay. All right. I would say always have the retrospective. Don't skip it. Even if there's minimal items to discuss, new things will always come up. And you have to regularly provide ways for the team to share their thoughts. And I'll leave you with, always promote positive dialogue and show value and appreciation for team ideas and each other. That's my-

Chloe Hall:

I love that.

Caitlin Mackie:

That's my hot tip.

Chloe Hall:


Thanks, Caitlin. Thanks for sharing. I really like how you said always promote positive dialogue. I think that is so great. Yeah. Well, thanks, Caitlin. Thanks for jumping on the podcast today and-

Caitlin Mackie:

Thanks, Chloe.

Chloe Hall:

Yeah. Sharing your team's experience with retrospectives and new cross functional team. It's been really nice hearing from you, and there's so much that our audience can take away from what you've shared with us today. And I hope that we've truly inspired everybody listening to get out there and implement the team retrospective on a regular basis. So, yeah, thank you.

Caitlin Mackie:

Thank you so much, Chloe. Thanks for having me. It was fun, fun to be on this side. And I hope everyone enjoys this episode.

Chloe Hall:

Thanks, Caitlin.

Caitlin Mackie:

Thanks. Bye.

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    In this episode Caitlin Mackie is joined by Lieschen Gargano Sr, Release Train Engineer at Scaled Agile. They delve into the role of the Release Train Engineer, sharing tips and tricks, FLOW activities, lessons learned and how to get started in the role. With SAFe Summit 2023 just around the corner, Lieschen also takes some time to talk about what she’s most excited about for the event and shared some advice for first time attendees.

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    We hope you enjoy the episode!

    Transcript:

    Caitlin Mackie:

    Hi there. Welcome to the Easy Agile Podcast. I'm Caitlin, your host for today's episode. At Easy Agile we specialize in developing apps for Atlassian Jira that help your team move from simply doing agile to truly being agile. Our apps have gained recognition and trust from over 160,000 users across top companies worldwide. With our products, teams can transform their flat Jira backlogs into something visually meaningful and easy to understand. Whether it's sprint planning, retrospectives, or PI planning, our apps are designed to foster seamless team alignment.

    Before we begin the episode, we would like to say an acknowledgement of country. This is part of our ongoing commitment towards reconciliation. Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast today. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal Torres Strait Islander and First Nations people joining us today. Let's jump into today's episode. So today I'm joined by Lieschen Gargano, a senior release train engineer at Scaled Agile. Lieschen is a highly experienced professional when it comes to change management, system design and stakeholder engagement, and has a passion for developing teams and connecting strategy to execution. Lieschen welcome to the Easy Agile Podcast.

    Lieschen Gargano:

    Thank you. I'm happy to be here.

    Caitlin Mackie:

    So Lieschen, you are a release train engineer. For our listeners, can you explain a little bit about the role? For anyone that's not familiar, how would you describe a Release Train Engineer?

    Lieschen Gargano:

    Yeah. I think one of the easiest ways for people to think of a Release Train Engineer is kind of like a coach or scrum master for the art, for the Agile release train. A servant leader facilitating all of those art events, facilitating the processes and process improvements. And really measured in value delivery, and using flow metrics to measure those improvements and support of the arts.

    Caitlin Mackie:

    So you mentioned flow metrics there. I've heard a lot about this recently and optimizing flow. What are some of those flow activities that a RT is responsible for?

    Lieschen Gargano:

    I like to look at feature flow and cycle time. So really looking like are we bringing all of our features in progress at once or are we managing our WIP, not just at the team level but at the art level. Are we taking the whole PI to get a feature through the system, or are we able to finish something before we start the next thing? So I look at that a lot and also just are we making and meeting commitments. Those PI objectives that we set, are we in that 80-100% range? A lot of people want full credit, extra credit and to be in the 120, but for us, predictability really means you tried really hard and you stretched, but you also still made and met commitments. So I look at that really closely too.

    Caitlin Mackie:

    I love that. You mentioned just then quite a lot of different responsibilities that a RTE has. Do you think that there is one in particular that you really need to get right from the start?

    Lieschen Gargano:

    Oh, as an RTE, I think the biggest thing is building the relationships and intention. As a servant leader, we really are there to help make the art better, to make being on the art enjoyable and productive and flow. So building that trust and those relationships as a servant leader is the first thing. If you get that wrong, no one will help you do the rest.

    Caitlin Mackie:

    Yeah-

    Lieschen Gargano:

    And you need a lot of help. You're not doing anything alone as an RTE.

    Caitlin Mackie:

    Yes. Yeah, for sure. I can definitely imagine that. Let's go a little bit deeper on that servant leadership that you just mentioned. Can you share your approach and what servant leadership means to you?

    Lieschen Gargano:

    Servant leadership to me is helping people understand the direction, communicating early and often so that they know where you're going. And then not just saying, "how can I help you get there? What can I do?" But saying, "how can we go together?" A lot of coaching and understanding the problem to solve and connecting it to how it benefits the people. Just like we ask them to connect their work to how it benefits the customer. As the RT, they're my customer. How does what I'm asking you to change benefit you? Not changing is always easier than changing even if we don't like our current state. So why is it worth it?

    Caitlin Mackie:

    I love that. Yeah, always asking the why and being really clear on it. Yeah, I think that's great. I've done some LinkedIn digging of your profile, as you do, had a little bit of a stalk and noticed that you hosted a webinar recently on tips and tricks and lessons learned as an RTE. Can we start with maybe some tips and tricks? What can you share?

    Lieschen Gargano:

    The first thing I will say is lean on the Scrum master team, and if you're lucky enough to have an Agile coach or another RTE, lean on that team. Your lean Agile Center of Excellence, those people have the expertise. They're also building the relationships. They're there to help you. Don't try to just prove yourself or go it alone, it's not possible. That team is your team for success. So 100% go to them. They're a wealth of knowledge, a wealth of relationships, and the best support.

    Caitlin Mackie:

    Yeah, I know it's so important to have that support network around you. You just mentioned the Agile Center of Excellence. Maybe for some of our listeners aren't familiar, could you explain what that is?

    Lieschen Gargano:

    Yeah, so the Lean Agile Center of Excellence can look a few different ways depending on your organization. At our organization, it is the coach, release managers, RTEs and Scrum masters or team coaches. And some larger organizations than ours might have that hub and spoke model of a centralized change leader. And then RTEs and Scrum masters that are in different arts and around the org. And some even have separate laces in different parts of the organization if it's really big. But really they are that community of practice that holds your lean Agile practices and the standards of those practices and talks to each other and debates and evolves them to make sure that it's consistent throughout the org. That the org is getting consistent coaching, consistent guidance, and they're not being told five different things about how to transform. Because again, change and being lean is so hard. If you add too many voices into that coaching, it gets really overwhelming for folks.

    Caitlin Mackie:

    Yes, 100%. And an Agile transformation is already overwhelming as it is, so you can imagine that laid on top. I suppose speaking, if we explore a little bit around those on an agile transformation journey, at what point would you say it's important that that lean Agile Center of Excellence is formed?

    Lieschen Gargano:

    Oh, I think it should be in place pretty quick. I mean, we talk about training your leaders, training your experts and then doing safer teams and launching trains. You need that Center of Excellence there from the start so that they can go out to the rest of the org that they can do all that training and they can be there to support people through title changes, role changes. Launching an art can feel very scary to folks. If you don't have that in place beforehand, you're going to have a lot to reel in after the fact.

    Caitlin Mackie:

    Yeah, I really like that. It's almost having this really solid foundation and unified voice to sort of go forward and support the rest of the org.

    Lieschen Gargano:

    And it's so great to have consultants support, to have partners come in and help you and to have the right tools, but they need the help of people inside. They need that lean Agile Center of Excellence of employees inside the company to help you be successful. As an RTE, you need your team. Anybody, any tool, any people trying to do a change, a transformation are going to need that Center of Excellence because all those parts, that's what makes the whole.

    Caitlin Mackie:

    Yeah, yeah, definitely. So you mentioned as an RTE, a big tip or trick is to rely on that lean Agile Center of Excellence. What do you think has been your biggest lesson learned as an RT?

    Lieschen Gargano:

    There are a few things that have been particularly difficult for me. One of them is that I don't like to say no and not in that I take on too much or whatever, but more in that if someone has passion for something, I want them to be able to take it on. I want them to be able to move forward with it. And there are times where we really have to say it's too much change. It's too much for this group to manage. In particular, the Scrum Masters and RTEs people come to us for a lot of things and they need that consistency from us, and they need predictability in a change to feel like we know where they're going and if we introduce too many things or if we try to hold too many things at once, it's easy for us to forget about it later or drop something else. So learning when and how to say no, again not necessarily in that capacity way, but just in the width of change, if that makes sense.

    Caitlin Mackie:

    Yeah, definitely. I think that what you just said there, learning how and when to say no. I think that's not even exclusive to the RTE role as well. I think that's an amazing piece of advice for anyone listening and to share across our audiences, because I know it's definitely something I struggle with as well. So that's my takeaway from this is to, okay, I'm going to constantly imagine like 'no Lieschen told me to when and how to say no', and just focus on that. So yeah, I think that's a great piece of advice. What was your journey like to an RTE? I know we caught up last week and I got a little sneak preview into this, and I know it wasn't straightforward, so if you can share a little bit about that, that would be great.

    Lieschen Gargano:

    Yeah. I actually started in conflict resolution. I worked in public private reconciliation doing a lot of natural resources facilitation, so hundreds of people, governments, companies, private landowners, residents, trying to bring all those people together to get to consensus or at least to build relationships that allow them to move forward. So really strong foundation and facilitation in particular, and just day-to-day conflict. When we say conflict, we get so worried, 'oh, I don't do conflict', well conflict's everything all the time. It's all the disagreements we need to succeed in life. So that gave me a great foundation when I became a scrum master, and I did that for a few years working with development teams. One of my favorite teams was our infrastructure team, 10 foot pole because no one wanted to touch their work or the 10 foot pole, and I learned so much there and eventually became a coach and started doing more strategic planning and coaching parts of the organization that weren't used to being on arts. Marketing and other groups, which helped me transition to Scaled Agile, where I started working with our CMO and as he grew the marketing team, helping coach that marketing group into an agile way of working, a safe way of working, before actually becoming a product owner, because I loved organizing around value, and I loved those different topics that we were working on internally.

    And one of the people I work with at Scale Agile said, "well, help us develop the product then for everybody else". So I did that for a little while, which gave me so much power in that learning how to say no and prioritize and coaching people to decisions is one thing, but as the product owner, I had to practice being where the buck stopped. There are five right decisions, just make one so that people are unblocked, and that prepared me really well for transitioning into RT.

    Caitlin Mackie:

    Yeah. You have such a wealth of experience there across so many different roles, and you can really see that each of those key roles have taught you something valuable that you can take into this RTE role. So I think that's amazing. It's so cool to see that even though it's not this straightforward linear journey, there's all these parts that there's traits within each that ladder up to helping you succeed as an RT. So I think that's really cool.

    Lieschen Gargano:

    And I know people are afraid to make some of those lateral moves sometimes, but the skills that you can build might just be that thing that gets you other open doors that you didn't even think about.

    Caitlin Mackie:

    Yeah. Yeah. I absolutely love that. Yeah, just embrace every opportunity for what it may be, what it may not be. You don't know until you give it a shot. So I think, yeah, I love that. I think that's really great advice. So everything we've spoken about in regards to being a Release Train Engineer may have really hit the spot for some of our listeners. How does someone get there? Were there certifications, courses? What's the process that way?

    Lieschen Gargano:

    Another thing I probably did backwards. I started with a scrum master cert and then actually ended up getting a SPC certification through Scaled Agile when I was a coach. Because I was a coach before I was an RTE, and I learned about so many other parts of the business that way. But then to become an actual RTE, taking the safe RTE course, but then actually there's a community of RTEs... Which we didn't really talk about this, but being an RTE is a lonely thing. I said earlier, if you're lucky to have another RTE, this is a lonely role. You're really kind of on your own. So not just getting that cert, but being part of that community and being able to send people messages and ask them crazy questions was part of my certification process, but also just community building to where I could feel like I had the connections and competence. So yeah, I found all of them similar to holding each of the roles, also getting that certification, just another tool in the tool belt.

    Caitlin Mackie:

    Yeah, for sure. I don't want to touch on something you said there about an RTE being sometimes quite a lonely role. What do you think makes it lonely?

    Lieschen Gargano:

    It's a role that a lot of people have strong opinions about what they need and what success looks like based on where they are in the organization. And there are usually few of you, and even if you're in a large organization with many, you're with your art, you're very focused on your section, and so having all of those pulls and expectations and not having anyone who understands what that feels like just makes it kind of lonely. Now that we have two RTEs and a coach at Scaled Agile, it makes a big difference for me because they are right there in it with me and it's very helpful.

    Caitlin Mackie:

    Yeah. You can see in that scenario why that community of RTEs is like you said, so important to lean on them as well. Yeah.

    Lieschen Gargano:

    I find even just connecting to RT's outside our organization too. I grabbed beers with one a couple weeks ago. Those little things, even if you can find that person, meet them at a summit, meet them out in the wild, find them on LinkedIn and just say, "Hey, we live in the same area. We have the same role". It can go a long way because it may seem weird to reach out like that, but they probably are looking for that connection too.

    Caitlin Mackie:

    Thank you so much for sharing. And for any of our listeners, I might pop some links to any certifications and some scout Agile courses. I'll pop that in our episode notes, so feel free to check those out. You mentioned about connecting with other RTs and meeting at summits, which is a really nice segue to the next part of our conversation. Just around the corner is the 2023 Safe Summit and we're heading to Nashville Music City. What can we expect from Safe Summit? What are you looking forward to?

    Lieschen Gargano:

    Well, what I'm most looking forward to is that I am putting together an RTE breakfast. So all RTEs are welcome, or even if you're a solution train engineer or you do the role of an RTE with a different title. I'm really excited to meet with those folks over breakfast and just chat it out. And my goal with that really is to have people to connect with so that as we go through the rest of the summit, listening to the talks that we have people enroll, that we can check back in with over drinks and stuff on the later days and say, 'oh, what do you think? How might that work?' So that's what I'm most looking forward to.

    Caitlin Mackie:

    Amazing.

    Lieschen Gargano:

    But obviously there are going to be some great talks and the product labs are always really fun. We get to play with the product together.

    Caitlin Mackie:

    Yeah, cool. Tell me a little bit about the product labs, what's involved in that?

    Lieschen Gargano:

    The product team puts it together and they have computers set up and you can bring your own and they talk through some of the new releases or things they're working on and help you log into it and use it in your context, but also try to get some feedback on how it works or how you might use it in your organization. So it's a nice two-way street. It's sort of, 'I need this, how might I do it?' And then them saying, 'well, why don't you try and let me see how it works and how we should change it based on how you interact with it'. So it's just really fun. It feels really practical because it's so hands on.

    Caitlin Mackie:

    Yeah, amazing. I love that. I'm definitely going to have to try and come along and suss that out. It sounds really great. Where do you hope or where do you think we'll see a lot of conversations focused at this year's Safe Summit?

    Lieschen Gargano:

    At Safe Summit I think the conversations will be really focused on just the day-to-day of Safe. We have new topics that come up. We obviously have new ideas that are going to be presented. But every time I go to one of these, it really is the connecting one-on-one to say, here's where I'm stuck, here's what I'm trying to learn. So we'll hear a lot about Flow, we'll hear about Team Topologies, but we'll also hear those 'I'm just getting started and we're stuck, we have change fatigue. We don't know if our arts are set up correctly'. A lot of those classic conversations that are just really impactful and why people come together.

    Caitlin Mackie:

    Yeah, definitely. Yeah, I love that. Creating these spaces for people to bond over shared experiences and problems they're facing or wins they're seeing and sharing them. I think that's where these events are amazing for creating that kind of environment. Lieschen, this is my very first Safe Summit. I haven't been to one before and I'm really excited. What advice would you have for first time attendees, returning attendees, what's the way to get the most out of Safe Summit?

    Lieschen Gargano:

    If you're attending with other people from your organization, the best thing is to split up so you can cover more ground and then come back together and share. The second advice is find people with a similar role as you, because again, you can do that same thing with those folks and split up and then meet up again and try to talk about it in your context. It's great to do that at the parties too, because we throw great parties, but that's the best because no matter what room you end up in, what talk you end up at, you're going to get a great nugget. But where it really sinks in for me is talking with someone else about what I heard and then thinking about, 'okay what does that mean?', when I go home.

    Caitlin Mackie:

    Amazing, great advice Lieschen. If anyone listening happens to also be attending Safe Summit and they see Lieschen on the floor or myself, make sure you say hello, and if you've got any questions for Lieschen about the podcast episode, I'm sure she'll be more than happy to answer and engage in a great conversation. And anyone looking to get advice around the RTE role, make sure you find her and have a chat. Lieschen I'm really excited to meet in person. We've done this podcast with yourself in the States, myself in Australia, so I'm excited to connect over in your world. And yeah, really thank you so much for your time. I hope you enjoyed the episode. I know, I sure did.

    Lieschen Gargano:

    I did. Thank you.

    Caitlin Mackie:

    Thanks, Lieschen.

  • Podcast

    Easy Agile Podcast Ep.7 Sarah Hajipour, Agile Coach

    Caitlin Mackie

    "I absolutely loved my conversation with Sarah, she shared some amazing advice that I can't wait to put into practice!"

    We spoke about the agile mindset beyond IT & development teams, how teams such as marketing and finance are starting to adopt the methodology and the benefits of doing so.

    In celebration of international women's day, we discussed the future of women in agile, and steps we should be taking to support one another towards an inclusive and enabling environment.

    Be sure to subscribe, enjoy the episode 🎧

    Transcript

    Caitlin Mackie:

    Hello everyone and welcome back to the Easy Agile Podcast for 2021. Each episode, we talk with some of the most interesting people in tech, in agile, and in leading businesses around the world to share fresh perspectives and learn from the wealth of knowledge each guest has to share. I'm Caitlin and I'm the Graduate Marketing Coordinator at Easy Agile and your host for this episode. We are thrilled to be back and have some amazing guests lined up this season. So to kick us off, I'm really excited to be talking with Sarah Hajipour.

    Caitlin Mackie:

    Sarah has so much rich and diverse experience in the agile space. She's an agile coach, a business transformation leader, a project and program manager, and more recently a podcast host and author. She's the jack of all trades and has been in the business agility space for over 10 years. In this episode, Sarah and I chat about the significance of goal setting and in particular goal setting in unpredictable times. We chat about her most recent projects, the Agility Podcast with Sarah Hajipour and her book on Agile Case Studies.

    Caitlin Mackie:

    And of course with International Women's Day coming up, Sarah shared some amazing advice and her thoughts on the way forward for women in agile. She highlighted the importance of raising your hand and asking for help when you need it, as well as embracing qualities that aren't always traditionally thought of in leaders. It was such a thoughtful and insightful discussion. I got a lot of value out of our conversation and received some great advice, and I'm really looking forward to putting into practice. I know those listening will feel the same. Let's jump in.

    Caitlin Mackie:

    Sarah, thank you so much for joining us and spending some time with me today.

    Sarah Hajipour:

    Sure. Thanks for having me.

    Caitlin Mackie:

    So being our first guest for the year, I wanted to ask you about any new year's resolutions. Are you on track? Are you a believer in them or do you have a different type of goal setting process?

    Sarah Hajipour:

    That's a great question because we discussed this with a couple of friends and we realized new year's resolution is always going to be some kind of like a huge goal that we don't know if we're going to meet it or not. And thinking agile business agility and as an agile coach, I believe in the fact that let's have smaller goals and review them every three months, every six months and see where we at. Instead of looking into huge goals that we don't know what's going to happen because there's always a lot of uncertainties, even in our personal lives regarding the goals that we set up for ourselves. So yeah, that's how I look at it. Quarterly, quarterly personal goals. Let's say that.

    Caitlin Mackie:

    Yeah. Yeah. I love that. Yeah, I think if the last year has taught us anything, I think we can all agree how unpredictable things can become. So those original goals.

    Sarah Hajipour:

    That's true.

    Caitlin Mackie:

    Yeah. The original goals might have to take a couple of detours. So what would be your advice for setting career goals in uncertain times?

    Sarah Hajipour:

    That's a great question. For career goals I believe it really matters that you do something that you're interested in at least. If you still haven't found your passion, that's fine especially people like young professionals. It's okay if you haven't found your passion yet, but you can still follow a basically career path starting with things that you like to do, kind of you enjoy and you learn through the way.

    Sarah Hajipour:

    I was listening to one of the fashion icons on YouTube a couple of days ago and the interviewer was asking her, "What was your career path? How did you get to this place you are now?" And I loved what she told everybody, the students, and that was go and find a career, find a job and learn. You first need to learn a lot of skills before you decide what you're actually good at. You decide, you understand what's your weaknesses and your strengths, right? Because not all of us have these amazing ideas all the time and that's fine.

    Sarah Hajipour:

    I'm not very much pro-everybody has to be a visionary and everybody has to have like big, shiny goals and ideas. I think that's perfectly fine to just find the kind of job that or the kind of career path that you're comfortable with and then sometimes get out of your comfort zone and then discover as you go. Life is to explore, not to just push yourself on the corner all the time and just compare yourself with everybody else.

    Caitlin Mackie:

    Yeah. I love that. That's great advice. So you've recently added podcast host and author to your resume. Were they always career goals of yours?

    Sarah Hajipour:

    No, absolutely not. Well, I'm a little bit of an introverted person. So kind of sit in front of a camera even talking and having people hear me was always like, "Oh my God, I know I need to talk about this even with my teams and stuff," but I will do it only if it's necessary. What got me into podcasting was that I figured there's a lot of questions that I'm finding answers when I'm having conversations and meetups and in different groups, professional groups that I'm in. And I wanted other people to hear those as well. I talked to people who have great insights and have been way longer than me in the career. So I'm learning at the same time. And I wanted to share that learning with everybody else. That's the reason I'm doing the podcast.

    Caitlin Mackie:

    Yeah, that's great. Yeah, I love that. And I think you kind of touched on this earlier, but I think being in the agile space, sometimes it can be a nice reminder for you to have a bit of a focus, but then reflect and understand sort of where to be more effective and adjust accordingly. I know you mentioned that with your career goals, do you think that those agile principles can be applied beyond the usual use case?

    Sarah Hajipour:

    I do. I believe that it's a very intuitive like agile is a very intuitive way of working and a way of thinking. That's why now it's expanded to other industries. They didn't stay with DevOps and IT and development. It is now a lot of different industries adopting this because it's a mindset change. And just not just using scrum. It's not just using Kanban. It is about understanding how to be able to reflect on and adapt to the faster changes that are happening in the world. And that also applies to our personal lives as well.

    Sarah Hajipour:

    I mean, I used to have set goals when I was 18-years-old, I'm going to be this at 30, but did they happen? No. In some aspects I achieved much, much more. And in some aspects I just changed my goal. I think the changes that are happening in the world that are more rapid, it demands us to change as well. Yeah.

    Caitlin Mackie:

    Yeah. Awesome. So just to circle back a little bit there for your podcast just for our audience listening, what platforms can they access your podcast on?

    Sarah Hajipour:

    I'm on all of the main platforms. I'm in Apple podcasts. I'm in Spotify, I'm in Amazon. Most of the prominent podcast platforms.

    Caitlin Mackie:

    Awesome. And then just again, for our audience, your podcast is called the Agility Podcast with Sarah Hajipour.

    Sarah Hajipour:

    That's correct. Yes.

    Caitlin Mackie:

    Awesome. That's great. What do you think has been the most valuable lesson you've learned from your podcast so far? Is it something a guest has shared or something you've learned along the way?

    Sarah Hajipour:

    What I have learned, I have learned a lot from the people that I interview because I make sure that I talk to people who know more than me and have been in this field more than me, and in different industries. The main thing I would say is that agile business agility is about mindset rather than the tools and processes. And the fact that the world overall is moving towards a more human-centric way of working.So basically that's why I say agile is more intuitive rather than just following ABCD. Yeah. This is the core, the main thing that that I have learned from my interviewees.

    Caitlin Mackie:

    Yeah, amazing. You've also started writing a book at the moment. Can you tell us a little bit more about that? How did that project begin?

    Sarah Hajipour:

    I actually love this project. In this book, the way I actually started writing the book was the book came first and then the podcast happened. I attend a lot of meetups. So for young professionals and even for professionals who are very much skilled in what they do, meetups are great place to meet and expand your network and learn from your peers. So I was attending all of these and I was learning from people. And then I decided I really want to have one-on-one conversations with them. And eventually I figured that a lot of the agile coaches, a lot of executive levels and a lot of consultants, they have a lot to share, but I didn't see any platform that kind of unifies that.

    Sarah Hajipour:

    I said, "Okay what are the learnings that we can share?" A lot of the mistakes because of the meetups groups, people feel safe to share and be vulnerable. And I was in multiple meetups so I heard very similar stories from people, the mistakes that have been repeated by a coach somewhere else. So I thought that'd be a great idea to put these in agile cases. So it's going to be Agile Case Studies and share it with everyone so. Especially the young coaches or stepping into the business, there's a lot of unknowns. I don't want them to be afraid. I don't want them to think, "Okay, this is a huge task." There's always going to be a lot of unknowns.

    Sarah Hajipour:

    Yes, I just see that. I kind of want to give that visibility that everybody else is experiencing the same, even if they have 25 years of experience, which is amazing, right?

    Caitlin Mackie:

    Yeah.

    Sarah Hajipour:

    And that's the reason I started writing the book. So I interview with agile coaches and agile consultants that have been around at least five to 10 years and led agile transformation projects. And then from there, one of my interviewers once said, "You should do a podcast. I like to talk about this too." I'm like, "This is great" and that was like the week after I was like running around looking for tools to start my podcast.

    Caitlin Mackie:

    Oh, amazing. Sounds so good. What's the process been like? How have you found from ideation to where you are now, and then eventually when you're publishing it?

    Sarah Hajipour:

    For the podcast?

    Caitlin Mackie:

    For the book.

    Sarah Hajipour:

    For the book, so I go to these meetups and I listen to what's the coaches and the executives are sharing. The ones that are exciting for me are kind of a new for me, I will ask them, I connect with them over in LinkedIn and people are so open to sharing their experience with you. I've never had even one person said to tell me, "No, I don't want to talk about this or anything." People want to share. So I approach and I say, "Hey, I have a book outline or guideline. It's a two pager." I send it to them and I asked them if they are interested to talk to me about this and they let me know and then I'll select a time.

    Sarah Hajipour:

    And first session, it's like a half an hour. It's a kind of a brainstorming session. What are the key cases that they feel they want to share? Then we pick one and the session after that, they'll actually go through the case with me. I record it, draft it and then share it on Google Drive back and forth until we're happy with the outcome.

    Caitlin Mackie:

    Yeah. Awesome. Do you have a timeline at the moment? When can we expect to be able to read it?

    Sarah Hajipour:

    I'm looking forward to around the end of 2021, because it's 100 cases and I think that I'll have that.

    Caitlin Mackie:

    Yeah. Awesome. It's so exciting. Lots to look forward too.

    Sarah Hajipour:

    Thank you.

    Caitlin Mackie:

    Now, I also wanted to touch on International Women's Day is coming up and you've been in the agile space for a few years now. I assume you've probably witnessed a bit of change in this space. Have there been any pivotal moments that have sort of led to where you are today?

    Sarah Hajipour:

    Well, I think that a lot of women are being attracted to the agile practice, the different agile roles. And I have seen a lot more women as scrum masters, as product owners and as agile managers or agile project managers. A lot of different roles are being kind of flourishing in this area. And I've seen a lot of women contribute. One my goals actually in my book and on my podcast is to be able to find these women and talk to them regardless of where they are in the world. Yeah, I just feel that women can grow really in this area in the agile mindset, because women are more the collaboration piece.

    Sarah Hajipour:

    I can't tell we're less competitive. I haven't done research on that, but I have discussed it with people. Do you think that women are more collaborative rather than competitive? Because competition is great, but you need a lot of collaboration in agile and a lot of nurturing. You need to have that nurturing feeling, the nurturing mindset, that's what a scrum master does. One of the key characteristics of a scrum master has to be they have to have this nurturing perspective to bring it to the team.

    Caitlin Mackie:

    It's funny you mentioned because I actually have read some stuff myself about women typically possessing more of that open leadership style and that open leadership seems to complement the agile space really nicely so.

    Sarah Hajipour:

    That's exactly, yeah.

    Caitlin Mackie:

    Yeah. Yeah. That's great and I think there's lots that we can take from that, open leadership and the direct leadership. So men and women coming forward and finding that middle ground and yeah, I feel like agile is a great space to do that in?

    Sarah Hajipour:

    Yeah, I totally agree. Yeah.

    Caitlin Mackie:

    Yeah, yeah. So what drove your passion? I guess what made you want to pursue a career in this space?

    Sarah Hajipour:

    I love the collaboration piece and I love the vulnerability because like people are allowed to be vulnerable and in the teams that they work in. And it is a culture that is more human rather than super strict. We're not allowed to make mistakes. We're not allowed to be wrong. Leaders are supposed to know everything right off the bat. But in reality, that's not the case. Leaders have to feel comfortable not knowing a lot of things that are not even known. But a lot of times I always say we're in the unknown unknown zone. And in that zone, even leaders are not supposed to know everything.

    Sarah Hajipour:

    So a lot of it starts with what are the other things that I learned from my interviewees is that it all starts with the leadership. So the agile transformations, the leaders have to first create that atmosphere of collaboration and of trust and psychological safety among themselves. And then only then they can help with teams to be able to thrive in those kinds of atmospheres as well.

    Sarah Hajipour:

    Women in agile and women in leadership. I like to say and what I see is a lot of men and women both that are changing their perspective from process of tool-centric to people-centric because it works better for everyone. And I see change really happening in all industries. I see it in retail. I see it in construction, obviously in IT, in finance system. And there's men and women like hand-in-hand trying to kind of embrace this way of thinking and this way of working.

    Sarah Hajipour:

    And women are being more comfortable to grow and kind of raise their hand and say, "Hey, I can make each page. I can take this role" because they understand because they bring that psychological safety that women for ages, it has been a workplace has been something that was mostly men and we're gradually getting into the workforce or the business world as females. So that psychological safety has allowed women to raise their hand and grow in different roles and leadership roles obviously.

    Caitlin Mackie:

    Yeah, yeah. I couldn't agree more. Has there been any resources or networks, things like that that have helped you along your journey?

    Sarah Hajipour:

    Learning from everybody else like creating a network, expanding my network to kind of coming in and saying, "Hey, I don't know. I want to know." There is all of these amazing things that are happening. I like to understand how this works and I remember it was one of these founders. Who's the founder of Apple? Oh my God. Don't tell me.

    Caitlin Mackie:

    Steve Jobs.

    Sarah Hajipour:

    I love this quote from Steve Jobs that says, "There has never been a time where I asked for help and people didn't help me." So just raise your hand and say, "I need help." And what does that help that I need? I need to know about this. What does it mean? What does scrum mean to you? How does it work in your industry? How does it work? And really I think that was the key for me up until now to connect with people and just be vulnerable and let them teach me.

    Caitlin Mackie:

    Yeah. I think my next question would be about how do we amplify that diverse and empowered community of women and our job in increasing the representation of women in agile? And yeah, what do you think is key to achieve a supportive and enabling environment?

    Sarah Hajipour:

    What I have seen and realized is that women really need to be and are being more supportive of each other. There was a study in HBR, Harvard Business Review in 2016 that said, "If there is only one woman in the pool of the interviewees, there's a zero chance for that woman to get the job, even if she's the best." So this calls for not which women are actually working great on that. Not being the queen bee, but also engaging and including other women. Because the more women in different roles, the more we are going to be receptive in those communities. That I think is a key that we understand that and support each other, help each other, build the communities around it.

    Sarah Hajipour:

    There is a community Women in Agile that is in different cities and different parts of the world that I'm a member of as well doing a great job. It's not just women actually in those groups. I see men participating as well, but it's predominantly women are trying to give each other insights from all aspects of the agile practices, the agile ways of working and stuff. Yeah.

    Caitlin Mackie:

    Yeah. So I think what's the way forward? I guess what's your prediction for women in agile? What do we need to do to continue that momentum?

    Sarah Hajipour:

    I think women will do great in anything and everything they put their minds in, regardless. We're human bottom line and we all have this potential to be able to grow in whatever we put our mind and heart on, regardless of our gender. So I would love for women to kind of be able to get that holistic perspective that regardless of their gender, they can do anything and they are, we are.

    Sarah Hajipour:

    We read about other women who have been successful in the fields of business that you felt that probably women can't do like women astronauts. There are women physicists. Women engineering leads and all of these that have been less common. The world is changing for the better and that's great.

    Caitlin Mackie:

    Yeah, yeah. I absolutely love that

    Sarah Hajipour:

    It's a great time to be alive.

    Caitlin Mackie:

    Yeah. That's exciting. Yeah, exactly.

    Sarah Hajipour:

    Yes.

    Caitlin Mackie:

    Yeah. I definitely think that we are beginning to see a huge increase and the visibility of female role models across so many industries. So it's great to have that. But Sarah, this has been such a great conversation. I wanted to finish with a final question for you and that was if you could give one piece of advice to women just starting their career in their industry, what would it be?

    Sarah Hajipour:

    I would say maybe the best advice that I can give is that we do have the power. And we need to look, number one, beyond gender and kind of have that belief that we can do anything that we want. And second is don't be shy to open up and build your community like build a community, join a community of agile practitioners of agile coaches, even people, specifically people who know more than you.

    Sarah Hajipour:

    And don't be afraid to ask help. Don't be afraid to say, "Hey, I'm new to this and I love to learn from you guys." Don't be afraid to put yourself out there and you're going to learn a lot that you wouldn't even expect. Just like you're going to get the result so you're going to hear things beyond what you've expected. There's a lot to human potential that could be unleashed when you just put yourself out there and let others contribute to your growth.

    Caitlin Mackie:

    That's amazing. That's great advice, Sarah. Loved every minute of our conversation. So thank you so much for joining me today. I really appreciate it.

    Sarah Hajipour:

    My pleasure. Thank you so much for having me.

  • Podcast

    Easy Agile Podcast Ep.8 Gerald Cadden Strategic Advisor & SAFe Program Consultant at Scaled Agile Inc.

    Sean Blake

    Gerald shared that companies often face the same challenges over & over again when it comes to implementing agile, but the real challenge and most crucial is overcoming a fixed mindset.

    "Gerald helps massive companies work better together while keeping teams focused on people and on the customer. I'll be revisiting this episode."

    Gerald also highlights the difference between consultants & coaches, and the value of having good mentors + more

    I loved this episode and know you will too!

    Be sure to subscribe, enjoy the episode 🎧

    Transcript

    Sean Blake:

    Hello, and welcome to this episode of the Easy Agile Podcast. Sean Blake here with you today. And we've got a great guest for you it's Gerald Cadden a Strategic Advisor and SAFe Program Consultant Trainer at Scaled Agile, Inc. Gerald is an experienced business, an IT professional, Strategic Advisor and Scaled Agile Program Consultant Trainer SPCT at Scaled Agile. Thanks, Gerald. Welcome to the Easy Agile Podcast. It's really great to have you on as a guest today, and thank you for spending a bit of time with us and sharing your expertise with our audience on the Easy Agile Podcast.

    Sean Blake:

    So I'm really interested and I'm interested in this story that... For all the guests that we have at the podcast, but can you tell me a little bit about your career today? I find that people find their way to these Agile roles or the Agile industry through so many diverse types of jobs in the past. Some people used to be plumbers or tradies, or they worked in finance or in banking. How did you find your way into working at somewhere like Scaled Agile?

    Gerald Cadden:

    Good morning, Sean. Thanks for having me here guys. I'm very happy to be here with you guys today. Career things are always an interesting question. I'm 53 and so when I look back I wonder how do I get to where I am? And you can often look at just a series of fortunate events. And I worked in retail shoe stores and then I decided to do something in my life. Did an IT diploma then did a degree and I started working in the IT side. I pretty much started as a developer because that was where the money was and so that's where you wanted to go. I didn't stay as a developer long. Okay. All right. I was a terrible developer so I wasn't good at it. It was frustrating.

    Gerald Cadden:

    I moved into some pre-sales work and that led me to doing business analysis and I really liked the BA work because I got to work with people and see changes. I could work with the developers, still got to work really directly with the customer which was much more interesting for me. So I spent a lot of time in BA doing the development work, doing business process reengineering my transitioned over to rational unified process. When it was around spent countless hours writing use cases doing your mail diagrams, convincing people on how to make the changes on those. And then Agile came along and I had to make a complete brain switch. So all of this stuff that I'd learned and depended on as a BA suddenly disappeared because Agile didn't require that as an upfront way of working. It required that to be in the background if you wanted it and it was more a collaboration.

    Gerald Cadden:

    So about 2004, 2005 started working with Agile a lot more by this time I was living in the U.S. So that's where I got my agile experience, stayed there for a long time. Got great experience and then I moved over to working with SAFe around 2011. The catalyst for that as I was working for the large financial firm in New York with a team there. And we were redesigning a large methodology for them to implement Agile at scale. Went to a seminar in 2011 at an Agile conference saw Dean Leffingwell presentation on SAFe and just looked up and went, "Well we can stop working on our methodology. It's done."

    Gerald Cadden:

    So hardly after that meeting I ran outside and tackled Dean Leffingwell because I wanted him to look at my diagrams and everything and give me some affirmation that I was doing the right thing. Dean is got a very frank face and he pulled his frank face and he looked at me and just said, "You know what? Just use SAFe?" And I'm like, "Yeah, we will." And so I started my SAFe journey around that time and we implemented that financial company and I've been on that journey ever since.

    Sean Blake:

    So take us back 10 years ago to 2011. And you're working at this financial company, you've heard of this concept of SAFe really for the first time you started to implement it. How did the people at that company respond to you bringing in this new way of thinking this new framework? It sounded you already had the diagrams on the frameworks and the concepts forming in your mind did you find that an easy process? I think I already know the answer, but how complex was that to try and introduce SAFe for the first time into an organization of that magnitude?

    Gerald Cadden:

    Yeah, this is a very large financial firm, a very old financial firm so very traditional ways of working. So what's interesting is the same challenges SAFe comes up against today they're present before SAFe even began. And so the same challenges of the past management approaches trying to move to faster ways of working was still there. So as we were furiously drawing diagrams in Visio, trying to create models for people to understand it was hard to create a continuum of knowledge and education that would get people to move from the mindset they had to the mindset we wanted them to have. And it was an evolving journey for myself and the team that I was working with. I work with a really great guy and his name is Algona, a very, very smart man.

    Gerald Cadden:

    And so the two of us we're always scratching our heads as to how to get the management to change their minds. And we focused on education, but it was still a big challenge. I finished on the project as they started with SAFe. I moved to different management role in the company that we continued the work there. Michael Stump he used to work for Scaled Agile I think he works now at a different company, but he continued a lot of that work and did a really good job and they did implement SAFe. They made changes, but they faced all the same challenges. The management mindset overcoming moving away from the silos to a more network structured organization. Just the tooling, just the simple things was still a challenge and there's still a challenge today. So the nature of the organization is still evolving even in the modern day Agile world.

    Sean Blake:

    You mentioned there that part of the challenge is around mindset and education. Have you found any shortcuts into how you change a team's mindset? The way they approach their work, the way that they approach working with other teams in that organization? I assume the factor of success has a lot to do with, has the team changed their mindset on the way they were working before and now committed to this new way of working? And can you talk to us a little bit about how do you go about changing a team's mindset?

    Gerald Cadden:

    Maybe I'll change the direction of your question here, because what I've found is usually you don't have to work too hard to change the mindset of a team. Most of the teams are really eager to try new things and be innovative. You only come across some people in teams who may be their career path has got them to a certain point where they're happy with the way the world is and they don't want to change. The mindset you really need to change is around that leadership space and that's still true today. So the teams will readily adapt if management can create the environment that allows them to do it and if they can be empowered. But it's really... If you want to enable the team it's getting the leadership around them to change their mindset, to change the structures that are constraining the teams from doing the best job they can.

    Gerald Cadden:

    And so that for me was the big discovery as you went along and it's still true today. As Agile has been evolving I've noticed that people don't always put leadership at the top of the list of challenges but for me it's always been at that top of the list. A lot of people want to look at leadership and say things about them unflattering things, but you have to remember these are human beings. And the best way to come to leadership is to really begin with a conversation, help them understand. They know the challenges, but we need to help them understand what's causing the issues that are creating those challenges.

    Gerald Cadden:

    As you work with them and educate them you can to open their minds up a little more. Does that mean they'll actually change? Not necessarily. Political motivations, ideologies other things constrained leadership from moving. But conversations and education I think are the way to really approach leadership. And getting to know them as a person, take an interest in their challenges, take an interest in them as an individual. So create that social bond is an important thing. As a consultant that was always hard to do because as a consultant you're always seen as an external force and it's hard to build that somewhat social relationship with that leadership and build that trust.

    Sean Blake:

    Yeah, that's so true. Isn't it. I remember on an Agile transformation that I was on previously, how Agile coach really would spend just as much time with the leadership team as they would with us the Agile team. And it seems strange that the coach was spending so much time trying to really coach the leadership team on how they should think about this new way of working, but you put it in the right context there it's so important that they create that environment for their people and for their teams to feel safe in trying something new. Yeah, that's really important.

    Gerald Cadden:

    I think if you looked at how Agile evolves, when you look at the creation of the Agile manifesto and its principles and then the following frameworks like ScrumXP, et cetera it evolved from a team perspective. So everybody made the assumption that we needed to create these things for the teams to follow, but as people worked with teams they found that it wasn't the teams at all the teams adapt, but the management and the structures of the organizations are not adapting. And so that's really where it went.

    Gerald Cadden:

    I can't recall the number of countless Scrum implementations you worked on and you just hit that ceiling of organizational challenges. And it was always very frustrating for the teams. I think there's a an opposite side to that too is that too many in the Agile world just look at the teams as the center of the world and you can't approach it from that way either the teams are very important to delivering value to the customers, but it's the organization as a whole that delivers value. And I think you really have to sit back and just say, "The teams are part of that how do we change the organization inclusive of the teams?"

    Sean Blake:

    Okay. That's really interesting. Gerald, you've spoken a bit about teams and mindset, when you go into an organization, a big auto manufacturer or a big airline or a financial services company and they're asking for your help, or they're asking for your training, how do you assess where that organization is up to? What's their level of maturity from an Agile point of view? Do you have organizations that are coming to you who have in their mind that they're ready to go SAFe and then you turn up on day one and it turns out no one has any real idea about what that type of commitment looks like?

    Gerald Cadden:

    Yeah, it's a good question. Because I think as I look back at the history of this, in 2011, 2012 when SAFe really got going, as you went forward I mean, there was no concept of where to begin. Consultants were just figuring it out for themselves and like most consulting or most methodologies they got engaged in an IT space and at the team level. And people would try to grow from the team level upwards. And at some point we need to know I've struggled a lot with this because I was just trying to figure out where it is that. So my consulting hat was always on to sit down, talk to people about their challenges, find a way to help figure out how to solve the challenges whether it was going to be Scrum or SAFe or whatever is going to be right.

    Gerald Cadden:

    Those are just tools in the toolbox. But when Scaled Agile as I was working with... Excuse me, as I was working with SAFe, Scaled Agile brought out the implementation roadmap. It produced so much more clarity that came later in my time with SAFe and I wish it had come earlier because it really began to help me clarify that initial thing that we call getting over the tipping point. How to work with the organization you're talking to, work with the right people, understand their challenges, help them understand what causes those problems, which is the more traditional ways of working the traditional management mindset, help them connect SAFe as a way to overcome those challenges and begin to show them. If you looked at the roadmap it's this contiguous step-by-step thing, but what you find in reality is there are gaps between those steps and in those gaps is the time you as a transitional team are having lots of conversation with the management.

    Gerald Cadden:

    If you put them through a training class they're not going to come out of the class going, "Oh, wow that's it. We know what to do." It takes follow-up conversation. You have to have one-on-ones one on many conversations, cover topics of gains so you can remove the assumptions or sorry the misassumptions. So it's a lot of that kind of work that the roadmap its there for those who are implementing SAFe today use it. It is one of the most helpful tools you'll have.

    Sean Blake:

    Awesome. Yeah. I think just acknowledging the difference between the tools in the toolbox and then the other fact that you're dealing with humans and you're dealing with attitudes and motivations and behaviors and habits there's two very different things there really. It sounds you need to take them all together on that journey.

    Gerald Cadden:

    Yeah. A side to that we train so many SPCs like SAFe program consultants. We train them, training them out of classes all the time with us and our partners. The thing that you can, you can teach them about the framework, but you can't necessarily teach them how to be a good consultant or a good... I want to say I use the term consultant and coach, right?

    Sean Blake:

    Yes.

    Gerald Cadden:

    Sometimes I like to say a good consultant can be a good coach, but a good coach can't necessarily be a good consultant because there's another world of knowledge you need to have like how do you sit down and talk to executives? How do you learn the patients and the kinds of questions you need to ask, how do you learn to build those relationships and understand how to work the politics? So there are things outside the knowledge of an SPC that they need to gain. So young people coming in and running to do this SPC course I want to prepare you for everything, but it gives you the foundations.

    Sean Blake:

    So when you're in a organization or you're coaching people to go back to their organization how do you teach them those coaching skills so that when they come in and they've got to learn the politics, they've got to identify the red flags, they've got to manage the dependencies, they've got to bring new teams onto the train. How do you go about equipping that more human and communications of the toolbox really?

    Gerald Cadden:

    I think you can obviously teach the fundamentals of the framework by running through the training courses. But mentoring for me is the way to go. Every time I teach a training class I make it very clear to people when they go back and they're starting a transformation don't go this alone. Find experienced people that have done this and the experience shouldn't just be with SAFe their experience should be having worked with large organizations having experience with the portfolio level if necessary. Simply because there are skills that people develop over years of their career if they don't have at the beginning.

    Gerald Cadden:

    I mean, if I look back at some of the horrific things I had said in meetings and in front of executives my boss would put his hands up in front of his face because I was young and impulsive and immature and I see that today. So when I first came to the U.S I worked with some younger BAs and they would say things in a meetings and you quickly have to dance around some things to, "We didn't really want to say that right now." So I think mentoring is the skill. We can teach you the tactical skills, but teaching you the political skills, the human skills is something that takes mentoring and time.

    Sean Blake:

    Mentoring so important in that context. Isn't it?

    Gerald Cadden:

    Yeah.

    Sean Blake:

    Okay. So let's rewind 12 months ago to March 2020, a month that's probably burned into a lot of people's mind is the month that COVID changed our lives for the foreseeable future. I know that Easy Agile had a lot of content out there, articles about how to do remote PI Planning, how to help your virtual teams work better together and we didn't know that COVID was coming we just saw this trend happening in the workforce and we had this content available.

    Sean Blake:

    And then I was checking out our website analytics and we had this huge spike in what I assume were people in these companies trying to work out for the first time, how to do PI Planning virtually, how to keep very literally their release trains on the tracks in a time where people were either leaving the state, working from home for the first time, it's really like someone dropped the bomb in the middle of these release trains and people scrambling on how we are we going to do this virtually now? Did you have a lot of questions at the time on how are we going to do this? And how have you seen companies respond to those challenges?

    Gerald Cadden:

    Yeah. I remember being in Boulder, Colorado in January of 2020 and I just come back from vacation in Australia and that's when COVID was coming around and you were hearing about things in January, 2020. I was talking with my colleagues and we were wondering how bad this is going to be within two months the world was falling apart. And for us I think a good way to tell that story is to look at what Scaled Agile did. We knew our business that it was very reliant on our partner success and it still is today. And so as we began to see the physical world of PI Planning and training, as we began to see that completely falling apart the company had to quickly adapt.

    Gerald Cadden:

    We already had a set of priorities set for the PI and we implement Scaled Agile internally in the company. At the time we're running the company as a train itself because it's 170 all people. So they had to reprioritize the different epics, we pushed a new features and it was all about what do we need to change now to keep our partners afloat by getting them online and a really good team at Scaled Agile in a really cross-company effort to get short-term online materials created to keep the partners upright so they could keep teaching. They could find ways to do this, to do PI Planning, to do they're inspecting adapts all online. And so we pushed out a lot of material just simply in the form of PowerPoint slides that they could then incorporate into tools like Mural, Al tool. SAFe collaborate we went about developing this and we've been maturing that over time.

    Gerald Cadden:

    And so now we're in a world where we have a lot more stability. We saw a big dip like everybody else, but the question is, are you going to come out of that dip? And so what we did notice within probably even the second quarter of that year where the tail end of it we saw it starting to come up again, which our partners starting to teach more online. So the numbers told us that the materials we're producing were working. So for us it was just a great affirmation that organizing yourself the way we did organize yourself, the quick way we could adapt saved us. So Scaled Agile could have gone the way of a lot of companies and not being able to survive because our partners wouldn't have survived. We had the ability to adapt. So it's a great success story from my perspective.

    Sean Blake:

    Well, that's great. We're all glad you're still around to tell the story.

    Gerald Cadden:

    Yes we are.

    Sean Blake:

    And Gerald, whether you're reflecting on companies you've worked with in the past, or maybe even that internal Scaled Agile example you just touched on. Are there specific meetings or ceremonies or checking points that are really important as part of the Agile release train process? What are the things that really for you are mandatory or the most important elements that company should really hold onto during that really set up stage of trying to move towards the Scaled Agile approach?

    Gerald Cadden:

    So I interpret your question correctly. I think for me when you're implementing the really important things to focus on as a team first of all is the PI Planning. That is the number one thing. It's the first one people want to change because it's two days long and everybody has to come and it can cost companies a quite a significant sum of money to run that every 10 to 12 weeks. And so you will run very quickly as I had in the past in the car company you run very quickly into the financial controller who wants to understand why you're spending $40,000 a quarter on a big two-day meeting. And so they lie, they start questioning every item on the bill, but that's the most significant one.

    Gerald Cadden:

    PI Planning is significant. The inspect and adapt is the other one simply because at the end if you remove that feedback cycle, what we call closing the loop if you remove that then we have no opportunities to improve. So those two events themselves create the bookends what we get started with and how we close the loop, but there are smaller events that happen in between the team events are obviously all important. But more significant for me is the constant, the event for the product management team or program management team how are you going to filter them, excuse me.

    Gerald Cadden:

    Who are going to need to get together on a regular basis to ensure that then we call this the Sync. So this is the ART Sync or the POPM Sync. You need to make sure those are happening because those are these more dynamic feedback loops and ensure the progress of good architectural requirements or good features coming through so that when you get to PI Planning the teams have significant things to work on. So if you had to give me my top three events, PI Planning, inspect and adapt, and the ART Sync and product POPM Sync.

    Sean Blake:

    Awesome. I know there's always that temptation for teams to find the shortcuts and define the workarounds where they don't have to do certain meetings or certain check-ins, but in terms of communication it must be terribly important for these teams to make sure they're still communicating and they don't use the framework as an excuse to stop meeting together and to stop collaborating.

    Gerald Cadden:

    Yeah. I mean, I went through when I started implementing at the large car company in the U.S I decided to rip the bandaid off. They had several teams working on projects and they weren't doing well, when I looked at the challenges and decided we're going to implement SAFe some of the management they were, "Are you crazy? Why would you do this?" But they trusted me. And so we did rip the bandaid off and we formed them all into a not. We launched set up. And I remember at the end of the PIs some of the management have had a lot of doubts that were coming up after they sat through the PI and they said they just couldn't believe how great that was.

    Gerald Cadden:

    Even though the first PI was a little chaotic they understood the work and the collaboration, the alignment, just the discussions that took place were far more powerful for them. And teams were happier, they were walking out to a different environment. So it changed the mood a great deal. So I think the teams their ability to be heard in one of the most significant places is during PI Planning, they get that chance to be heard. They get that chance to participate rather than just be at the end where they're told what to do.

    Sean Blake:

    Mm-hmm (affirmative). So it really empowers the team.

    Gerald Cadden:

    Yeah. Absolutely.

    Sean Blake:

    That's great. So as a company moves out of the implementation phase and becomes a little bit more used to the way of doing things what's the best way for them to go about communicating that progress to the wider organization and then really evangelizing this way of working to try and get more teams on board and more Agile release trains set up so that it's really a whole company approach.

    Gerald Cadden:

    Yeah. A good question. So I think first of all the system demo that we do. So the regular system demos that take place, this is an event where you can invite people to. So when you get to the end of the program increment, the 10, 12, or the eight, 10 or 12 weeks and you're doing your PI system demo that's a chance for you to invite people that may be in the organization who are next on the list and they're going to be doing this, or they're curious, or if you have external suppliers who you're trying to get on board as part of the training have them come. Have them come to these events so they can just participate. They can see what goes on and it takes away some of the fear of what that stuff is. It gives them work much.

    Gerald Cadden:

    So the system demo whether you do it during the PI, but definitely the PI system demo and you want that one. So more ad hoc things and one of the things that I've seen organizations really fail to do is when they're having success the leadership around the train need to go out and I hate the term evangelize, but go out and show the successes. Get out and talk about this at the next company meeting present where they were and where they are now. But as part of that don't share just the metrics that show greater delivery of value show the human metrics, show how the team went from maybe a certain level of disgruntlement to maybe feeling happier and getting better feedback, show with how the business and technology have come closer together because they're able to collaborate and actually produce value together rather than being at odds because the system makes them at odds.

    Sean Blake:

    Awesome. Gerald is there anything else you'd like to share with our audience before we wrap up the episode? Any tips or words of encouragement, or perhaps some advice for those who are considering scaling up their Agile teams.

    Gerald Cadden:

    I think that the one piece of advice again, I'll reiterate back to the earlier point I made is as you are going through the implementation process and you're starting to launch your train and train your teams figure out how you're going to support them when you launch. Putting people through an SPC class or through all the other classes they won't come out safe geniuses. They'll have knowledge and they'll have the enthusiasm and have some trepidation as well, but you need good coaching. So figure out as you're beginning the implementation pattern where you're designing the teams et cetera, figure out what your coaching pattern is going to be. Hire the people with the knowledge and the experience work with a partner for the knowledge and experience. They shouldn't stay there forever if you work with consultants.

    Gerald Cadden:

    Their job should be to come in and empower you not to stay there permanently, but without that coaching and coaching over a couple of PIs your teams tend to run into problems and go backwards. So to keep that momentum moving forward for me it's figure out the coaching pattern. The only other one I would say too is make sure that you get good collaboration between product and the people who are going to be the product management role on architecture, get rid of the grievances, have them work together because those can stifle you. Get in and talk about the environments before you launch. You don't want funny problems when you, "Oh, the architecture is terrible." Okay. Let's talk about that before we launch." So just a couple of things that I think are really important things to focus on before you launch the train.

    Sean Blake:

    Awesome. I really appreciate that Gerald. I've actually learned a lot in our chat around. It's the same challenges that you had 10 years ago it's the same challenges that we have today. The really the COVID is the challenge of how do you focus on the mindset change. We've talked about the teams are eager to change. There might be a few grumbly voices along the way, but really it's about leadership providing a welcoming and safe environment to foster that change and the difference between being a coach and a consultant, the importance of mentoring. Wow we actually covered a lot of ground didn't we?

    Gerald Cadden:

    I may get some hate mail for that comment, but...

    Sean Blake:

    Oh, we'll see. Time will tell. Thanks so much Gerald for joining us on the Easy Agile Podcast. And we appreciate you sharing your expertise with us and the audience for the podcast. Thanks for having you.

    Gerald Cadden:

    Happy to do it anytime. Thanks for having me here today.

    Sean Blake:

    Thanks Gerald.