Easy Agile Podcast Ep.21 LIVE from Agile2022!

"Every time I meet with Tony, I'm always amazed by his energy and authenticity. In this conversation, that really shone through."

In this episode Hayley Rodd - Head of Partnerships at Easy Agile, is joined by Tony Camacho - Technical Director Enterprise Agility at Adaptavist. They are delving into the highly discussed subject of team alignment, discussing what it means to have synchronized goals, cross-functional collaboration, and a shared agile mindset.

They also cover the fundamental building blocks to get right on your journey to team alignment, like the power of listening and embracing mistakes as learning opportunities, stressing the importance of following through on retrospective action items + so much more.

We hope you enjoy the episode!

Share your thoughts and questions on Twitter using the #easyagilepodcast and make sure to tag @EasyAgile.

Transcript:

Hayley Rodd:

Here at Easy Agile, we would like to say an acknowledgement of country. This is part of our ongoing commitment to reconciliation. Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast and meet you today. The people of the Darova-speaking country. We pay our respects to elders past, present, and emerging, and extend the same respect to all Aboriginal, Torres State Islander and First Nations people listening in today. Hi all and welcome to the Easy Agile Podcast. My name is Hayley. Here's a little about us here at Easy Agile. So we make apps for Atlassian's Jira. Our applications are available on Atlassian's marketplace and are trusted by more than 160,000 users from leading companies worldwide. Our products help turn teams flat Jira backlog into something more visually meaningful and easy to understand.

From sprint planning, retrospectives and PI planning our ups are great for team alignment. Speaking of team alignment, this is what this episode is all about. Today I'm joined by Tony Camacho. Tony is the technical director of Enterprise Agility for Aligned Agility, which is part of the Adaptiveness group. I've met Tony a few times during my time here at Easy Agile and have learned that he's one of the most generous people along with being funny and a clever human being who is incredibly knowledgeable about Jira and a bunch of other agile related topics. It's really wonderful to have Tony on the podcast today.

Hey, everyone, we've got the wonderful Tony Camacho on the podcast today. This is our first time recording from our Easy Agile Sydney office, which is super cool. Tony, I'm not sure if you know, but Easy Agile is based out of a place called Wollongong, which is just south of Sydney. But we've got a Sydney office because we've hired a bunch of Sydney team members recently who wanted a place to come and hang out with each other. So we created this space, but it's 7:00 AM in the morning, so I'm all alone right now. That's how much I love you. So Tony, let's get started on the questions. Team alignment. What does it mean for a team to actually be aligned?

Tony Camacho:

So for us in an agile space that we're having, it's a collective understanding, a synchronization of your team members towards goals, principles, your practices that you're going in. Even more so I would even go down to the point of cadence, you would have those synchronizes. So it's a matter to be consistent with your agile principles and values, your mindset, your shared goals and vision, your synchronized work practices, DevOps, [inaudible 00:02:44], how we're going to put this out. Cross-functional collaboration between the teams, getting your tea shaped partners/teammates shining at that moment, learning from each other, roles, responsibilities things of that type. That's what it means to me. It really means.

It's all about human beings and at that point, having everybody aligning and working to our common goal, that objective that we want to do for the business partner. There's the gold that we're all after as a team. Does that make sense for you guys? We have the same objectives for this initiative and our practices. And finally for me, which I know this is not typically is we're coming to an agreement on the tools we're going to use and how we're going to use them and have a system source record where we know where we can get our troops, our dependencies, find out which teams do have capacity and move forward from there. That would be my overall definition of an agile team.

Hayley Rodd:

Wow.

Tony Camacho:

And teams.

Hayley Rodd:

You've had lots of experience over the years. I guess where my mind goes when you say all those really wonderful things about team alignment is that in my experience when team alignment is when people get it right, it's super great. When people get it wrong, it's really hard. And I actually think it's pretty hard to get team alignment right. You got to really work at it. What's your experience in that?

Tony Camacho:

To me it's like it can be a bad marriage or a great marriage, but it needs work. As we know, all relationships need work. We're human beings, we're not the same. Each one of us brings something to the table of value. So let me give you one example that I've lived with on a team. I'm an extrovert by nature, and I'm a developer, an engineer and typically that is not two skill sets that you hear together. So I've had to learn that when I'm working with my teammates that happen to be sometimes introverts slow down, listen, wait. They've also had to try to learn to respond faster because as an extrovert, if I ask you a question, all of a sudden I'm looking at you, I'm not getting a response, I'm thinking you're not understanding the question. I rephrase the question and now you're in a deficit to two questions.

And now I'm even worse because now I'm like, "Hayley isn't understanding me. What's happening here? Let me rephrase it again." And it can easily fall apart. What I have seen when teams aren't in alignment is that the team isn't a team any longer. It's miserable to go to the team. It's miserable to come into work, when the team is truly aligned, you're rocking and rolling. It's a feeling like you've never had. It's hard to explain to people that when you see the team, because you know it when it's working and you obviously know when it's not working, you're starting to miss deadlines. Integrations aren't happening on time. You don't have a single source of truth. You start having people explaining the same thing in two, three different matters, different priorities. We're not working from the same hymnal. The thing that I took from my... I'm an SPC, so as an instructor, the one thing I always try to explain to everybody, you may have the best of everything out there, but that's not necessarily mean it's going to work together.

So you have to have that type of understanding, how we're going to work together, what is our priorities, what's the tool sets we're going to have and what is our values as a human beings to this team if that... I'm hoping that helps describe some of the things that I've seen that have gone really bad. I have seen it at, I can share a customer that I have seen it gone, but we started off with good intentions. It's a financial institution in the United States and they were trying to make the jump to mobile applications. And at first we were on the same page as a team, but they decided that they didn't believe that cadence was required to be the same across the board. They didn't believe that we could use the same one tool set, we could use multiple different tool sets.

They had spreadsheets flowing all over the place. And what was happening was we lost trust. We were redoing work, there was ambiguity everywhere. We were misaligned and we started paying for it because our customers started complaining. They could see it in the quality of the work. One team had one schema, one background, one type of... You could see the difference when they integrated, it seemed like it was two applications being put out there mashed together. And when you're misaligned, that comes through very, very quickly in your work. There's a saying that we have here. There's a scrum master, I know her name was Sophia Chaley, one of the best I ever met. And what she will always tell people is what a team delivers is what the team is doing is learning. It's building knowledge, it's expressed as code. When we're misaligned, we're learning different things and we're expressing it differently in the code, if that makes sense.

Hayley Rodd:

Like thinking about the fundamental building blocks of team alignment, is there something that a team really needs to get right to be successful at alignment? And what is that in your mind?

Tony Camacho:

Oh, that is for sure. They had to get that right. First of all, the size of the team.

Hayley Rodd:

Yeah, okay.

Tony Camacho:

Human beings, and I'm not referring back... Going back to say for our scrum practices, I am a CSM. I do know they recommend 8 to 13 people. My best teams have been typically a little bit larger than that. But we had to have the same agreed to the size of the team where it didn't became, didn't become too large where we were over running each other and we weren't listening to each other. We had to understand our goals. We all had the same goals. We used to practice this by, when I worked at Microsoft, we used to have what we used to call our elevator speech. And we would stop somebody and I would go, we're working on this. Watch your elevator speech for this. And if your elevator speech wasn't... It wasn't meant that it had to be in sync with mines, but if I didn't understand it, we had a problem.

Or if it was a different goal where I'm looking at you going, but we're building a Volkswagen, but you're describing to me a Lamborghini, we have a problem. And those were the type of things that we also had to have to make sure that we had the right... Same practices and the tools. That's where I find Easy Agile exceeds. I mean it just exceeds, it meets above the market. It's transparent and it shows everything in front of you right there for me. So when we had the same tool and we were having the same cadence and we could see our dependencies and we could see what I had to deliver for somebody else or somebody had to deliver it for me, that was the types of things we had. We had to have respect. Somebody seems to always forget that we always had to have respect for each other.

We had to embrace the same values of collaboration, adaptability, transparency. The practices that we all know, but somehow we seem to forget when we get into a place where we are not aligned and if you respect my ideas and I respect yours and we're working together, we do not have to agree. But that respect will drive us a long way towards getting to that project vision that we want. And we're trying to meet the customer's needs. And those are the type of things that we needed. We needed leadership. Leadership, I can't say, and if you notice I'm not using the word management, leadership is where you're putting yourself out there in a situation where it can go bad for you as a person, as that leader, trying to make sure that we're making the right choices empowering the people and making them very clear what they can make decisions on and they can't. And it sounds so simple when I talk to you like this, but every time I've had to do some type of transformation, the baggage that sometimes we bring as human beings, the fears, the lack of trust that we have, that's where the scrum masters of product owners come in. And then you need something to make sure that you're having that vision to communicate that vision across. As I mentioned before, some of the tool sets that we have out there. Is that making sense for you at all?

Hayley Rodd:

Yeah, it really does. It's really resonating with me. I think when you talk about coming together as a team and putting together a set of values and a vision, it seems so much like a a "duh" moment. It's like, of course you would do that as a team, but I think at the end of the day as teams, we get in the daily business as usual and we think, I don't have time to get together as a team and set that vision because I've got to do X, Y, and Z, that's due next week. But I think it's one of those fundamental building blocks that really sets you up for success to do X, Y, Z quicker down the track. So that's what I've taken away from that.

Tony Camacho:

And I would agree with you. And you came up with a perfect example because a lot of people do that. I have ABC to do for next week, daily. I don't have time. And the problem is that if they would suddenly realize, and it does become apparent to your practices. So once you agree on your practices, your daily standups, if you're doing that, your retros at the end of your sprints and moving forward, once the person feels that they have that respect for you and they're not fearful, they can share that with you, "Hayley, I'm having a problem. I'm having way too much work. I don't know if I am going to be of value here. Or Do you really need me?" "Yes Tony, I do need you, we're going to discuss this and let's discuss your A, B, C and see how I can help you." And they suddenly realized they're not on an island alone. Developers by nature being introverted, we have to break that habit. We have to be able to share. And it's funny, I'm not saying share my lunch, fine, sure, let's share our lunch, but share the workload.

The one thing that I always try to mention to teams, and again that's... I'm sorry, but I do believe in Easy Agile, using this tool. That's where easy Agile also to me makes it apparent. A story belongs to a team, not to a person. And once you know that you suddenly realize, I'm not alone. I'm here working as part of a bigger thing. And most human beings want to be part of a bigger thing. You suddenly realize that it's almost like the baseball metaphor that I use for teams. And I know the market is not baseball, but I think it would apply for other sports, be cricket or sports like that. When I'm batting, it's me against everybody. When I'm on the field, it's us against... I prefer being with the us. And generally that's where things like that, let's do that.

Also, when you're working with more people as a team, there's things that happened there. You minimize the project risk, which I hate using the word project. It should be initiative. It's long living. You're usually a much more adaptable. I don't know all the answers. So when I worked with you, Hayley, and you showed with me some things there, you're one of the most humble people I've met, and I loved it. But when you walked through, you walked me through the tool, it became very apparent, you know it, you feel it, you love it, it's part of you. And that to me is invigorating. It's energy. Who wouldn't want to work with somebody like you? Why not? Let's do this. Right?

Hayley Rodd:

Thank you Tony. I guess one of the things that I wanted to touch on is when you're in a team and you're coming together as a team, you're working on something, how does an individual who seeks recognition for what they're doing, how do they get that? Or how do you leave that? How do you put that ego aside and say, "I'm doing something as a team to the better of the team?" Have you ever come across that or considered that? I'm interested in your thoughts.

Tony Camacho:

So the people that I felt that needed to have that typically how I... Yes, that's a great question because I'm thinking specifically. There was one, a scrum master that I thought that did it the most amazing way ever. Basically she would call out the ideas even if it wasn't that person's, yeah. I feel that Hayley is... You're not having a good day, Hayley. You're not having a good day. And I know you are not getting used to doing, working in the scrum team. It's new to you and everything else. And what she did typically was in front of everybody would be, and it wasn't even your idea sometimes. And she would just say, and Hayley came up with this wonderful idea that's going to save us something, move us forward. Hayley said this to me, it made us think as a team. And we went around it, we talked and we did it.

And that person always usually would be like, "Wow, I got credit for something. Good scrum-masters will see that. Or good product owners will point that out." The other way that I've done it was using something like Easy Agile. It's a great tool to use, believe it or not. I would back off, I'm a developer, but I also played the role of Scrum masters for years. I would step back and I would let one of my teammates run it, hear their voice, feel empowered. It's amazing when you can have people feel empowered because what you're all talking about, there really is about a lack of trust, a lack of psychological safety. And it's for us to be an aligned team, you have to have trust there and you have to break down the fear of judgment. So the other thing that one time happened with a scrum master that I thought was wonderful was is that again against Sophia Chaley, chief stood in front of her room when there was this a bad sprint.

The sprint didn't end well. And she stood up in front of everybody and she basically went, "Sometimes you win, sometimes you learn. This was a learning sprint." She pulled up Easy Agile, she was using at a time, pulled it up, showed the things that didn't work out the way they thought they were going to work out. And she said, these are the actions we're going to take to improve this. And then when somebody who was in management, again not using the term leadership, now I'm using the term management on purpose, was looking to assign blame. Her response was, not screaming, not raising her voice. Her response was, if we need to get rid of somebody or blame somebody, blame me. But I'm here to solve the problem. Let's move forward.

Hayley Rodd:

Wow.

Tony Camacho:

She wouldn't tell. And that was to me was one of the most outstanding moments I've ever seen. And she was at that point actually using Easy Agile that wasn't a financial institution in the United States. I would let you know that teachers use it, figure it out. And she basically showed the board and just went through everything and did that. That was leadership. That was leadership. And generally your teams will follow leadership and they will suddenly step up and you'll see that that's what people who want to stand up. Now, not everybody wants to do that. Some people want to just be team members and that's okay. That is perfectly okay, but the thing that's not okay is that if they don't have trust, right? And to me, that's the biggest thing. When you have people who are resisting change or siloed in their world, they suddenly realize if you can get them to open up it's really, they're just telling you, I don't feel safe.

I've been doing this all my life. I'm great at it and now you're asking me to do this. And you need to somehow get them to get the feel that they are bringing something of value. They are helping you move forward. And you're meeting them halfway if you have to. But yeah, that's the biggest problem I've ever seen that we've always, it always comes down to the human being in that. The rest of it, you can always come, you can always change that. But there's some of the things that you also have to do. I think that some people run into Hayley that I think me and you live in our world as we're moving up is sometimes we are, there's an ambiguity of the things that we have to do. And I've seen you do that, people in our roles will have suddenly, even if it isn't part of our role, will take it on and we have to learn. That's it. But yes.

Hayley Rodd:

Yeah, I think that, yeah, it's so true that the [inaudible 00:19:23] the psychological safety needs to be there. And I think back to so many teams that I've been a part of that it isn't there. So you have to feel like you got to lay your mark or put your mark on something and show your value. Because if you're not showing your value, then you get questioned. And so I think that that's such a common thing that I see in teams and it actually creates, not a camaraderie, but a competition between teammates and it breeds the wrong environment. So it's just really interesting. One thing that I did want to touch on that you spoke a lot about a couple of questions ago was respect and making sure that teams have respect for each other. How does a team member show respect for their teammates? What are some really good examples of respect and how can we display it or embody it or enact on it as team members?

Tony Camacho:

So let me show you a lack of respect right now. Yeah. Hayley, we're talking about this.

Hayley Rodd:

Looking off camera, avoiding me. Yeah.

Tony Camacho:

One of the main things was to really to learn to listen. Sit down, believe it or not, I found the best thing is sometimes taking a deep breath, listening, not responding, recognizing what that person may be feeling and going through at that moment because it's hard what we do. It's half art and it's half science. Let them learn that making a mistake is not a failure, it's a learning moment. Have that discussion there. Take their concerns real. So it's funny because you just made me think of something. That's one thing where I could show respect to my teammates would be as a scrum master, if I was a scrum master, hold effective retros. Really listen to what they're saying in the retros, report back on the things that you said you're going to improve in the retros. So we said these are the three things we're going to improve on or these are things that are assigned to me.

Make it real. Make it a story. Show it on the board and say, "This is where we're going. This is what's happening. This is what I'm blocked by. Can somebody help me?" But I am working this for you. Get them, really be sincere. I don't mean buying pizza or bring a lot of scrum masters will bring pizza and donuts to the office. No, it's make their lives really better. Be that advocate up for them. And if you're a teammate, be an advocate for each other and be sincere. Have the bravery to stand up and say that's not a fair assessment. But the biggest thing is to really listen. Because a lot of times when somebody's saying something to me, I'll make it personal. Me, I have sometimes have, I know I'm feeling uncomfortable, but I cannot explain why. And just having you there, looking at me and talking and going through it, I suddenly realize it may have been something different and I want to hear your ideas.

But I would have to, if I wanted to show myself to help that teammate, I also got to make myself vulnerable. If you're coming to me, I should share, but I should active listen, right? And really I respect your different perspective. It's okay. We all have different perspectives. Problem I find is that in ourworld, that we're moving so fast sometimes we don't stop to listen. We lack patience. We're moving too fast. So I'll share one for you that I'll be sincere. I had something medically came up and I was being a little abrasive with the team. So finally I called a meeting with our team and they saw me cry. I was okay with it. I was like, "I had no reason to be like this. You guys were showing me love, you were showing me respect, you're backing me up, helping me with my work. And I was still being utterly terrible."

And it hurt me. It hurt that I was doing that, but I needed them to see me and I needed them to listen to me, give me that second to get it off my chest. And in the end I started crying. A 60-year-old man crying in a meeting going, "I shouldn't have done that to you. That was wrong." And it wasn't contrived. Some of the people there were 20 year old people on my team and they were in tears. And it was because they felt, they told me after this, they felt my pain that I was in, because I wanted to help. It's the most frustrating thing. To your point before, how do I feel? I wanted to help. I wanted to be there and I couldn't. Physically, I wasn't there. My mind was all over the place and I was being rude, being blunt, and I could use some other terms. Please don't. But that's really the main thing for me was it's really simple what we do. I just listen and just show respect for other people. And sometimes we forget.

Hayley Rodd:

I think that so many of the messages that you are talking about are not just for developer teams, they're for every team, every team in every walk of life. I think that they're just so fundamental to successful human relationships, whether it be personal or professional, I think so. I think there's just so many good messages. One thing that I wanted to touch on was that you're talking about active listening and when you think back on your career, and maybe this is totally off script, but when you think back on your career, how have you become a better active listener over the years? How have you improved that skill? As you said, you're an extrovert, you want to get in there, you want to fix the problem. How do you get better at that?

Tony Camacho:

I had some very, very smart people that put up with me, listened to me, and then had the courage to approach me after and teach me and teach me and didn't embarrass me in front of anybody. Did it in a manner that they said, "Do you think maybe this could have been better Tony?" As I said, I'm 61 and still I'm an extrovert and I still have high energy and I still make mistakes. As I tell everybody, every day I wake up, I make a mistake, I just got up. But I could have stayed in bed longer. But also the thing that I've learned, and it's just by the nature of getting older, it's not the age part of it. It was watching people come up trying to do the same thing I did that I failed at and I was an instructor for Microsoft for a long time.

And seeing how, because to me seeing how a person's minds works is amazing. So what happens is I'll just... You know what I tried that, it didn't work for me, but I will say after class with you to show it to me again because maybe you solved it. I'm not that arrogant. And the nature of our business is that I find this, that the more you learn, the more you realize how little you know. That was the biggest thing that opened my eyes. Now it's like, oh my Lord. You meet somebody like John Kern, you meet somebody like Sophia Chaley who come from different perspectives, brilliant people, and you suddenly see that they happen to do things slightly different and you just watch them and you're like, "Wow." And the thing that I love about our job, which I guess you must love, everywhere we go, every team we work with, it's different. It's different.

Everybody always asks me, how do you do that. And I'll tell them, "Look, I will share with you the ways I did it. I have a varied background. I've always been consulting." I've done the ATM space, I did for space enabled warfare, I've done for health industry, everyone's been different. Someone from government regulation, but most of the time different human beings. So I have a saying, I've earned every scar in my back, their minds. I've learned people, you have to give people the chance to have their scars. Yes, it may be pain, I'm not saying fail, I won't let them fail. But sometimes people want to do something. So that's the way I would do it. Let them do it. And I just watched and learned that what happened was as I went in and the more I learned and I suddenly realized how little I know, I was like, I started with FORTRAN, I used to work in the dead 28.

And then you start working your way up and you start realizing, "Wow, I don't know as much as I thought I know." And I had the luck of running into working at Microsoft and having the pleasure of meeting Bill Gates. Now, no matter what you say about Bill Gates, because a lot of people do say some crazy things and some of them may be true or may not. But the one thing you can't take away from him is you go into a room with him and you suddenly see how he puts all these ideas together and comes up with a bigger picture. You suddenly realize, "Wow, people tell me I'm really smart, not that smart." And then you learn, humility is a good thing.

Hayley Rodd:

Yeah, I think humility is just such an important asset to have and to try and grow on because leaving your ego at the door and being open to learn from other people and not think that everything is definitely a life lesson that sometimes you need to go through. And some people go through it and still don't take away the life lesson. So yeah, I think it's so interesting. I guess we don't have too much longer left, but I wanted to touch on thinking about it from an ROI perspective. How important is team alignment from a return on investment? What do you gain from a business perspective when you have an aligned team?

Tony Camacho:

So I'm going to use a term that I dislike and Hayley, you can smack me the next time we meet. But I'm trying to use it as, I don't because it's effective resource utilization, right? But I'm not referring to human beings to that point because it may be human beings. The problem is that's a large market. But as Agile people I won't refer to you as a resource, I refer to you as a fellow human being, you are a partner on my team. You're my teammate. You're not a piece of wood. But that is unfortunately a term that is used. And we will have effective utilization, we'll have common goals across our organization. If you're using any of the message less, bad, safe, pick it, you start focusing on your value streams. You should have improved product quality because we have the same cadence. We're putting things out there and we're having the same views there.

You'll have I think better customer satisfaction and loyalty. They start seeing your product quality going up, being consistent, look and feel and hopefully you are delivering what they want. When you have your teams aligned, you're much more adaptable. Hayley, your team's got capacity? I don't. We don't have capacity to do this. Do you have capacity? Yes I do. Or we find someone or we break it down together and we present an idea to our partners. That's the things I like and I think in the end you have reduced risks at that point.

Also, I think that the thing that they have in is that it's indirect, but nobody knows about. Nobody really talks about it is that if I was upper management C-suite, when we start doing this and we're having the teams aligned, first of all, your teams become safer, your teams feel more comfortable, they're working with the same people. They start becoming very effective and they start producing ideas. They're the knowledge workers. They know this better than anybody else and then they feel empowered to share ideas. The places that I thought that I had the best teams was once they asked... Well, and I got it, I don't know how, I was running a train and they asked to talk to the CTO and all they wanted to do was to talk to the CTO and make that person human. They asked her what she did in a previous job. Amazing. She worked as a factory worker and she also worked in construction. She used to drive, one of the things, nobody would've believed this. And what happened was they started sharing ideas with her and she embraced them. You know what that did to the team, the teams all, they were like, now that's out there, that's ours. Look at that. That was ours. I mean ownership, it's unbelievable.

And unfortunately we are working on a capitalist market, which is fine, that's who we are. I mean we're in IT, it's a return on investment. Return on investment in the end, you start seeing much more efficient use of your money, much more efficient use of your dollars. Also, I would also imagine for the people above who are in the C-suite, they suddenly realize that the organization is going in the same direction. I think psychologically they feel that we now I have this team behind me pushing towards the same goal where a lot of times, every time I do an agile transformation, the first thing we always hear is we know they're working. We don't know what they're working on. And that's where something like Easy Agile bridges that and then you can use that information to go further. And that's wonderful because then at that point, everybody's on the same page. So you're a team now all the way from top to bottom. As opposed to I'm going to my team at work and that's it. So it's just really about return on investment, making sure that we are hitting our customers with everything we got. And I don't mean in a bad way, but we're delivering for our customers with everything we got. It's now efficiency, right? And that's it. That's about it.

Hayley Rodd:

Yeah, that's so powerful. I think it sort of nicely ties everything together because we've talked about a lot of things in the last half hour or so. And I think that at the end of the day, if you can get team alignment, just as you said, there's this ROI that can really shine through and it's a powerful thing for the whole organization to get right and to see the fruits of that work. So one last thing. Can you share your perspective on PI planning? I know you just mentioned safe a little bit for being the initial launchpad for team alignment.

Tony Camacho:

I love it. You have everybody in the room, you get to meet the people, you start making those connections to people. You start seeing them as human beings, not as this email or this text that you're sending across that you're going through there. So could I share one real experience from that? That's a PI planning house.

Hayley Rodd:

Please

Tony Camacho:

Do. So when I was working at Microsoft, I work for product quality online, which I know right now, considering the problems Microsoft is having, you're pretty much going now, "You suck Tony."

Hayley Rodd:

Never.

Tony Camacho:

No, we had our people distributed all over the world. And what was happening was that when I would talk to my short teams, I would ask them, and I was being facetious at a point because I just couldn't get the true answer was I would ask him, can you build the Twin Towers by tomorrow? And the answer would inadvertently be yes. Next day would come. Obviously you can't do the twin towers overnight. Ask them again, will you get it by next week? The answer would be yes. And they were feel for all of that. So when we had the PI planning, we did.

Microsoft went, got a hotel room in Seattle, a hotel room, a hotel in Seattle, rang our offshore teams. And then when they got to see me in person, they suddenly realized that I wasn't telling them I need the twin towers by tomorrow. I really wanted them to tell me when they could get me the twin towers. And I would defend it because they saw me right there in PI planning, defending, saying, "No, this is not possible." And when they saw me doing that, suddenly it was like the sky's open, sun's came through and now I was getting true answers. And what happened was it gave him an opportunity. And I realized that guys, you keep hearing me as sermon. It's always about the human beings, it's about those connections. It's about seeing the people. It's hard. It's two days of a lot of work. But once you get that work done, you come out of there a line, sharp direction. We know what our north is, now, do we know exactly where our true north is? As an agile team, we shouldn't, right? We should be refining it as we get there.

Find out exactly. But we know more or less where the direction is. We more or less know we're all on the same page. We all know that what we have to deliver to make this work out what other people have to deliver for us or we have to deliver for other people. So we suddenly feel part of something bigger. Bigger, right? We are now talking to the, if you're a developer or an engineer, software engineer, you're starting to see the power brokers and why they're doing this. You get the chance to ask them questions. What more could you ask for, right? I finally get to see the people who are making the decisions and I can ask them why. And they can tell me what the business value is and I can make the argument to them that maybe I don't think that's as much business value or we need to fix these things first before we can get that right and move our way on. What more could I ask for? I have an opportunity to make my case and I get to see the other people I'm working with. It becomes, when you're dealing with 125 people and you're on a train, you will become family.

We spend more hours sometimes with these people than we do with our family members at times. And it also gives you a sense of... Besides trust, a sense of a safety. You know it's not just you, it's all of us. So the saying that usually I see that the better executive say, I heard that in one PI planning, you fail, I fail. I fail, you fail. My job is to keep you employed. Your job is to keep me employed and to keep this company together. It's synergy, right? So it's amazing.

Hayley Rodd:

Beautiful.

Tony Camacho:

Yeah, I know. I'm all about the human. Sorry.

Hayley Rodd:

No, I am right there with you. I'm so glad that we got to have this conversation. We've talked a lot over the little while and every time we meet, I'm flabbergasted by your energy and your authenticity. And I think that this conversation that really shown true, so thank you Tony for taking the time to be with us. I'm going to say goodbye to all our listeners. I'm going to say another big thank you to Tony. So Tony is part of aligned agility and that is part of The Adaptivist Group. And yeah, thanks Tony for being here with us and thank you for everyone who has tuned in and listened to this episode of the Easy Agile Podcast. Thank you.

In this insightful episode, we dive deep into one of the most common frustrations in engineering and dev teams: retrospectives that fail to drive meaningful change. Join Jaclyn Smith, Senior Product Manager at Easy Agile, and Shane Raubenheimer, Agile Technical Consultant at Adaptavist, as they unpack why retrospectives often become checkbox exercises and share practical strategies for transforming them into powerful engines of continuous improvement.

Want to put these insights into practice? We hosted a live, hands-on retro action workshop to show you exactly how to transform your retrospectives with practical tools and techniques you can implement immediately.

Key topics covered:

• Common retrospective anti-patterns and why teams become disengaged
• The critical importance of treating action items as "first-class citizens"
• How to surface recurring themes and environmental issues beyond team control
• Practical strategies for breaking down overwhelming improvement initiatives
• The need for leadership buy-in and organizational support for retrospective outcomes
• Moving from "doing agile" to "being agile" through effective reflection and action

This conversation is packed with insights for making your retrospectives more impactful and driving real organizational change.

About our guests

Jaclyn Smith is a Senior Product Manager at Easy Agile, where she leads the Easy Agile TeamRhythm product that helps teams realize the full benefits of their practices. With over five years of experience as both an in-house and consulting agile coach, Jaclyn has worked across diverse industries helping teams improve their ways of working. At Easy Agile, she focuses on empowering teams to break down work effectively, estimate accurately, and most importantly, take meaningful action to continuously improve their delivery and collaboration.

Shane Raubenheimer is an Agile Technical Consultant at Adaptavist, a global family of companies that combines teamwork, technology, and processes to help businesses excel. Adaptavist specializes in agile consulting, helping organizations deliver customer value through agile health checks, coaching, assessments, and implementing agile at scale. Shane brings extensive experience working across multiple industries—from petrochemical to IT, digital television, and food industries—applying agile philosophy to solve complex organizational challenges. His expertise spans both the technical and cultural aspects of agile transformation.

Transcript

This transcript has been lightly edited for clarity and readability while maintaining the authentic conversation flow.

Opening and introductions

Jaclyn Smith: Hi everyone, and welcome back to the Easy Agile Podcast. Today I'm talking to Shane Raubenheimer, who's with us from Adaptavist. Today we're talking about why your retrospectives keep failing and how to finally fix them. Shane, you and I have spent a fair amount of time together exploring the topic of retros, haven't we? Do you want to tell us a little bit about yourself first?

Shane Raubenheimer: Yeah, hello everyone. I'm Shane Raubenheimer from Adaptavist. I am an agile coach and technical consultant, and along with Jaclyn, we've had loads of conversations around why retros don't work and how they just become tick-box exercises. Hopefully we're going to demystify some of that today.

Jaclyn Smith: Excellent. What's your background, Shane? What kind of companies have you worked with?

Shane Raubenheimer: I've been privileged enough to work across multiple industries—everything from petrochemical to IT, to digital television, food industry. All different types of applied work, but with the agile philosophy.

Jaclyn Smith: Excellent, a big broad range. I should introduce myself as well. My name is Jaclyn. I am a Senior Product Manager here at Easy Agile, and I look after our Team Rhythm product, which helps teams realize the benefits of being agile. I stumbled there because our whole purpose at Easy Agile is to enable our customers to realize the benefits of being agile.

My product focuses on team and teamwork, and teamwork happens at every level as we know. So helping our customers break down work and estimate work, reflect—which is what we're talking about today—and most importantly, take action to improve their ways of working. I am an agile coach by trade as well as a product manager, and spent about five years in a heap of different industries, both as a consultant like you Shane, and as an in-house coach as well.

The core problem: When retrospectives become checkbox exercises

Jaclyn Smith: All right, let's jump in. My first question for you Shane—I hear a lot that teams get a bit bored with retros, or they face recurring issues in their retrospectives. Is that your experience? Tell me about what you've seen.

Shane Raubenheimer: Absolutely. I think often what should be a positive rollup and action of a sequence of work turns out to normally become a checkbox exercise. There's a lot of latency in the things that get uncovered and discussed, and they just tend to perpetually roll over. It almost becomes a checkbox exercise from what I've seen, rather than the mechanism to actively change what is happening within the team—but more importantly, from influences outside the team.

I think that's where retros fail, because often the team does not have the capability to do any kind of upward or downstream problem solving. They tend to just mull about different ways to ease the issues within the team by pivoting the issues rather than solving them.

I think that's where retros fail, because often the team does not have the capability to do any kind of upward or downstream problem solving. They tend to just mull about different ways to ease the issues within the team by pivoting the issues rather than solving them.

Jaclyn Smith: Yeah, I would agree. Something that I see regularly too is because they become that checkbox, teams get really bored of them. They do them because they're part of their sprint, part of their work, but they're not engaged in them anymore. It's just this thing that they have to do.

It also can promote a tendency to just look at what's recently happened and within their sphere of influence to solve. Whereas I think a lot of the issues that sometimes pop up are things that leadership need to help teams resolve, or they need help to solve. It can end up with them really focusing on "Oh well, there's this one bit in how we do our code reviews, we've got control over that, we'll try to fix that." Or as you say, the same recurring issues come up and they don't seem to get fixed—they're just the same complaints every time.

Shane Raubenheimer: Absolutely. You find ways that you put a band-aid on them just so you can get through to the next phase. I think the problem with that is the impact that broader issues have on teams is never completely solvable within that space, and it's no one else's mandate necessarily to do it. When an issue is relatable to a team, exposing why it's not a team-specific issue and it's more environmental or potentially process-driven—that's the bit that I feel keeps getting missed.

When an issue is relatable to a team, exposing why it's not a team-specific issue and it's more environmental or potentially process-driven—that's the bit that I feel keeps getting missed.

The pressure problem and overwhelming solutions

Jaclyn Smith: Yeah, I think so too. The other thing you just sparked for me—the recurring issue—I think that also happens when the team are under pressure and they don't feel like they have the time to solve the problems. They just need to get into the next sprint, they need to get the next bit of work done. Or maybe that thing that they need to solve is actually a larger thing—it's not something small that they can just change.

They need to rethink things like testing strategies. If that's not working for you, and it's not just about fixing a few flaky tests, but you need to re-look at how you're approaching testing—it seems overwhelming and a bit too big.

Shane Raubenheimer: Absolutely. Often environmental issues are ignored in favor of what you've been mandated to do. You almost retrofit the thing as best you can because it's an environmental issue. But finding ways to expose that as a broader-based issue—I think that should be the only output, especially if it's environmental and not team-based.

The problem of forgotten action items

Jaclyn Smith: Something I've also seen recently is that teams will come up with great ideas of things that they could do. As I said before, sometimes they're under pressure and they don't feel they have the capacity to make those changes. Sometimes those actions get talked about, everyone thinks it's a wonderful idea, and then they just get forgotten about. Teams end up with this big long backlog of wonderful experiments and things that they could have tried that have just been out of sight, out of mind. Have you seen much of that yourself?

Shane Raubenheimer: Plenty. Yes, and often teams err on the side of what's expected of them rather than innovate or optimize. I think that's really where explaining the retrospective concept to people outside fully-stacked or insular teams is the point here. You need, very much like in change management, somebody outside the constructs of teams to almost champion that directive—the same way as you would do lobbying for money or transformation. It needs to be taken more seriously and incorporated into not just teams being mini-factories supporting a whole.

You transform at a company level, you change-manage at a company level. So you should action retrospective influences in the same way. Naturally you get team-level ones, and that's normally where retrospectives do go well because it's the art of the possible and what you're mandated to do. I think bridging the gap between what we can fix ourselves and who can help us expose it is a big thing.

I see so much great work going to waste because it simply isn't part of the day job, or should be but isn't.

You transform at a company level, you change-manage at a company level. So you should action retrospective influences in the same way.

Making action items first-class citizens

Jaclyn Smith: Yeah, absolutely. I know particularly in the pre-Covid times when we were doing a lot of retros in person, or mostly in person with stickies on walls, I also found even if we took a snapshot of the action column, it would still end up on a Confluence board or something somewhere and get forgotten about. Then the next retro comes around and you sort of feel like you're starting fresh and just looking at the last sprint again. You're like, "Oh yeah, someone raised that last retro, but we still didn't do anything about that."

Shane Raubenheimer: I think Product Owners, Scrum Masters, or any versions of those kinds of roles need to treat environmental change or anti-pattern change as seriously as they treat grooming work—the actual work itself. Because it doesn't matter how good you are if the impediments that are outside of your control are not managed or treated with the same kind of importance as the actual work you're doing. That'll never change, it'll just perpetuate. Sooner or later you hit critical mass. There's no scenario where your predictability or velocity gets better if these things are inherent to an environment you can't control.

Product Owners, Scrum Masters, or any versions of those kinds of roles need to treat environmental change or anti-pattern change as seriously as they treat grooming work—the actual work itself.

Jaclyn Smith: Yeah, that's true. We've talked about action items being first-class citizens and how we help teams do that for that exact reason. Because a retro is helpful to build relationships and empathy amongst the team for what's happening for each of them and feel a sense of community within their team. But the real change comes from these incremental changes that are made—the conversations that spark the important things to do to make those changes to improve how the team works.

That action component is really the critical part, or maybe one of two critical parts of a retro. I feel like sometimes it's the forgotten child of the retro. Everyone focuses a lot on engaging people in getting their ideas out, and there's not as much time spent on the action items and what's going to be done or changed as a result.

Beyond team-level retrospectives

Shane Raubenheimer: Absolutely, consistently. I think it's symptomatic potentially of how retros are perceived. They're perceived as an inward-facing, insular reevaluation of what a team is doing. But I've always thought, in the same way you have the concept of team of teams, or if you're in a scaled environment like PI planning, I feel retrospectives need the same treatment or need to be invited to the VIP section to become part of that.

Because retrospectives—yes, they're insular or introspective—but they need to be exposed at the same kind of level as things like managing your releases or training or QA, and they're not.

Jaclyn Smith: Yeah, I think like a lot of things, they've fallen foul of the sometimes contentious "agile" word. People tend to think, "Oh retros, it's just one of those agile ceremonies or agile things that you do." The purpose of them can get really lost in that, and how useful they can be in creating change. At the end of the day, it's about improving the business outcomes. That's why all of these things are in place—you want to improve how well you work together so that you can get to the outcome quicker.

At the end of the day, it's about improving the business outcomes. That's why all of these things are in place—you want to improve how well you work together so that you can get to the outcome quicker.

Shane Raubenheimer: Absolutely. Outcome being the operative word, not successfully deploying code or...

Jaclyn Smith: Or ticking the retro box, successfully having a retro.

Shane Raubenheimer: Yeah, exactly. Being doing agile instead of being agile, right?

Expanding the scope of retrospectives

Jaclyn Smith: One hundred percent. It also strikes me that there is still a tendency for retros to be only at a team level and only a reflection of the most recent period of time. So particularly if a team are doing Scrum or some version of Scrum with sprints, to look back over just the most recent period. I think sometimes the two things—the intent of a retro but also the prime directive of the retro—gets lost.

In terms of intent, you can run a retro about anything. Think about a post-mortem when you have an incident and everyone gets together to discuss what happened and how we prevent that in the future. I think people forget that you can have a retro and look at your system of work, and even hone in on something like "How are we estimating? Are we doing that well? Do we need to improve how we're doing that?" Take one portion of what you're working on and interrogate it.

You can run a retro about anything. I think people forget that you can have a retro and look at your system of work, and even hone in on something like "How are we estimating? Are we doing that well? Do we need to improve how we're doing that?" Take one portion of what you're working on and interrogate it.

Understanding anti-patterns

Shane Raubenheimer: Absolutely. You just default to "what looks good, what can we change, what did we do, what should we stop or start doing?" That's great and all, but without some kind of trended analysis over a period of time, you might just be resurfacing issues that have been there all along. I think that's where the concept or the lack of understanding of anti-patterns comes in, because you're measuring something that's happened again rather than measuring or quantifying why is it happening at all.

I think that's the big mistake of retros—it's almost like an iterative band-aid.

I think that's the big mistake of retros—it's almost like an iterative band-aid.

Jaclyn Smith: Yeah. Tell me a little bit more about some of the anti-patterns that you have seen or how they come into play.

Shane Raubenheimer: One of them we've just touched on—I think the buzzword for it is the cargo cult culture for agile. That's just cookie-cutting agile, doing agile because you have to instead of being agile. Literally making things like your stand-up or your review or even planning just becomes "okay, well we've got to do this, so we've ticked the box and we're following through."

Not understanding the boundaries of what your method is—whether you like playing "wagile" or whether you're waterfall sometimes, agile at other times, and you mistake that variability as your agility. But instead, you don't actually have an identity. You're course-correcting blindly based on what's proportionate to what kind of fire you've got in your way.

Another big anti-pattern is not understanding the concept of what a team culture means and why it's important to have a team goal or a working agreement for your team. Almost your internal contracting. We do it as employees, right?

I think a lot of other anti-patterns come in where something's exposed within a team process, and because it's not interrogated or cross-referenced across your broader base of teams, it's not even recognized as a symptom. It is just a static issue. For me, that's a real anti-pattern in a lot of ways—lack of directive around what to do with retrospectives externally as well as internally. That's simply not a thing.

A lot of other anti-patterns come in where something's exposed within a team process, and because it's not interrogated or cross-referenced across your broader base of teams, it's not even recognized as a symptom. It is just a static issue. For me, that's a real anti-pattern in a lot of ways—lack of directive around what to do with retrospectives externally as well as internally.

Jaclyn Smith: Yeah, I think that's a good call-out for anyone watching or listening. If you're not familiar with anti-patterns, they're common but ineffective responses to recurring problems. They may seem helpful initially to solve an immediate problem, but they ultimately lead to negative outcomes.

Shane, what you just spoke about there with retrospectives—an example of that is that the team feel disengaged with retrospectives and they're not getting anything useful out of it, or change isn't resulting from the retrospectives. So the solution is to not hold them as frequently, or to stop doing them, or not do them at different levels or at different times. That's a really good example of an anti-pattern. It does appear to fix the problem, but longer term it causes more problems than it solves.

Another one that I see is with breaking down work. The idea that spending time together to understand and gain a shared understanding of the work and the outcome that you need takes a lot of time, and breaking down that work and getting aligned on how that work is going to break down on paper can look like quite an investment. But it's also saving time at the other end, reducing risk, reducing duplication and rework to get a better outcome quicker. You shift the time spent—development contracts because you've spent a little bit more time discovering and understanding what you're doing.

A common anti-pattern that I see there is "we spent way too long looking at this, so we're going to not do discovery in the same way anymore," or "one person's going to look at that and break it down."

The budget analogy

Shane Raubenheimer: I always liken it to your budget. The retrospective is always the nice shiny holiday—it's always the first to go.

I always liken it to your budget. The retrospective is always the nice shiny holiday—it's always the first to go.

Jaclyn Smith: It's the contractor.

Shane Raubenheimer: Yeah. It's almost like exposing stuff that everybody allegedly knows to each other is almost seen as counterintuitive because "we're just talking about stuff we all know." It often gets conflated into "okay, we'll just do that in planning." But the reality is the concept of planning and how you amend what you've done in the retrospective—that's a huge anti-pattern because flattening those structures from a ceremonies perspective is what teams tend to do because of your point of "well, we're running out of daylight for doing actual development."

But it's hitting your head against the wall repeatedly and hoping for a different outcome without actually implying a different outcome. Use a different wall even. I think it's because people are so disillusioned with retrospectives. I firmly believe it's not an internal issue. I believe if the voices are being heard at a budgeting level or at a management level, it will change the whole concept of the retrospective.

Solution 1: Getting leadership buy-in

Jaclyn Smith: I like it, and that's a good thread to move on to. So what do we do about it? How do we help change this? What are some of the practical tips that people can deploy?

Shane Raubenheimer: A big practical tip—and this is going to sound like an obvious one—is actual and sincere buy-in. What I mean by that is, as a shareholder, if I am basing your performance and your effectiveness on the quality and output of the work that you're promising me, then I should be taking the issues that you're having that are repeating more seriously.

Because if you're course-correcting for five, six, or seven sprints and you're still not getting this increasing, predictable velocity, and if it's not your team size or your attitude, it's got to be something else. I often relate that to it being environmental.

Buying into the outputs for change the same way as you would into keeping everyone honest, managing budgets, and chasing deadlines—it should all be part of the same thing. They should all be sitting at the VIP table, and I think that's a big one.

Buying into the outputs for change the same way as you would into keeping everyone honest, managing budgets, and chasing deadlines—it should all be part of the same thing. They should all be sitting at the VIP table.

Solution 2: Making patterns visible

Jaclyn Smith: I think so too. Something that occurs to me, and it goes back to what we were talking about right at the beginning, is sometimes identifying that there's a pattern there and that the same thing keeps coming up isn't actually visible, and that's part of the problem, right?

I know some things we've been doing in Easy Agile TeamRhythm around that recently, attempting to help teams with this. We've recently started surfacing all incomplete action items in retrospectives so people can see that big long list. Because they can convert their action items to Jira items or work items, they can also see where they've just been sitting and languishing in the backlog forever and a day and never been planned for anything to be done about them.

We've recently started surfacing all incomplete action items in retrospectives so people can see that big long list. Because they can convert their action items to Jira items or work items, they can also see where they've just been sitting and languishing in the backlog forever and a day and never been planned for anything to be done about them.

We've added a few features to sort and that kind of thing. Coming in the future—and we've been asked about this a lot—is "what about themes? What about things that are bubbling up?" So that's definitely on our radar that will be helpful.

I think that understanding that something has been raised—a problem getting support from another team, or with a broken tool or an outdated tool that needs to be replaced in the dev tooling or something like that—if that's been popping up time and time again and you don't know about it, then even as the leader of that team, you don't have the ammunition to then say "Look, this is how much it's slowed us down."

I think we live in such a data world now. If those actions are also where the evidence is that this is what needs to change and this is where the barriers are...

Solution 3: The power of trend analysis

Shane Raubenheimer: Certainly. I agree. Touching on the trend analytics approach—we do trend analysis on everything except what isn't happening or what is actually going wrong, because we just track the fallout of said lack of application. We don't actually trend or theme, to your point.

We do trend analysis on everything except what isn't happening or what is actually going wrong, because we just track the fallout of said lack of application.

We theme everything when we plan, yet somehow we don't categorize performance issues as an example. If everybody's having a performance issue, that's the theme. We almost need to categorize or expose themes that are outward-facing, not just inward-facing. Because it's well and good saying "well, our automated testing system doesn't work"—what does that mean? Why doesn't it work?

I think it should inspire external investigation. When you do a master data cleanup, you don't just say "well, most of it looks good, let's just put it all in the new space." You literally interrogate it at its most definitive and lowest level. So why not do the same with theming and trending environmental issues that you could actually investigate, and that could become a new initiative that would be driven by a new team that didn't even know it was a thing?

Jaclyn Smith: Yeah, and you're also gathering data at that point to evidence the problem rather than "oh, it's a pain point that keeps coming up." It is, but it gives you the opportunity to quantify that pain point a little bit as well. I think that is sometimes really hard to do when you're talking about developer experience or team member experience. Even outside of product engineering teams, there are things in the employee experience that affect the ability for that delivery—whatever you're delivering—to run smoothly. You want to make that as slick as possible, and that's how you get the faster outcomes.

Solution 4: The human factor

Shane Raubenheimer: Absolutely. You can never underestimate the human factor as well. If everything I'm doing and every member of my team is doing is to the best of not just their capability, but to the best of the ability in what they have available to them, you become jaded, you become frustrated. Because if you're hitting your head against the same issue regardless of how often you're pivoting, that can be very disillusioning, especially if it's not been taken as seriously as your work output.

If everything I'm doing and every member of my team is doing is to the best of not just their capability, but to the best of the ability in what they have available to them, you become jaded, you become frustrated.

We run a week late for a customer delivery or a customer project, and we start complaining about things like money, budget overspend, over-utilization. But identifying systematic or environmental issues that you can actually quantify should be treated in exactly the same way. I feel very strongly about this.

Solution 5: Breaking down overwhelming action items

Jaclyn Smith: We tend to nerd out about this stuff, Shane, and you're in good company. You've also reminded me—we've put together a bit of a workshop to help teams and people understand how to get the most out of their retrospectives, not just in terms of making them engaging, but fundamentally how to leverage actions to make them meaningful and impactful.

We've spoken a lot about the incremental change that is the critical factor when it is something that's within the team's control or closely to the team's control. That's how you get that expansion of impact—the slow incremental change. We've talked about sometimes those action items seem overwhelming and too big. What's your advice if that's the scenario for a team? What do you see happen and what can they do?

Shane Raubenheimer: I would suggest following the mantra of "if a story is too big, you don't understand enough about it yet, or it's not broken down far enough." Incremental change should be treated in exactly the same way. The "eat the elephant one bite at a time" analogy. If it's insurmountable, identify a portion of it that will make it a degree less insurmountable next time, and so on and so forth.

If we're iterating work delivery, problem-solving should be done in rapid iteration as well. That's my view.

Jaclyn Smith: I like it.

The "eat the elephant one bite at a time" analogy. If it's insurmountable, identify a portion of it that will make it a degree less insurmountable next time, and so on and so forth. If we're iterating work delivery, problem-solving should be done in rapid iteration as well.

Wrapping up: What's next?

Jaclyn Smith: I think we're almost wrapping up in terms of time. What can people expect from us if they join our webinar on July 10th, I believe it is, where we dive and nerd out even more about this topic, Shane?

Shane Raubenheimer: I think the benefit of the webinar is going to be a practical showing of what we're waxing lyrical about. It's easy to speak and evangelize, but I think from the webinar we'll show turning our concepts into actual actions that you can eyeball and see the results of.

With our approach that we took to our workshop, I think people will very quickly get the feeling of "this is dealing with cause and effect in a cause and effect way." So practical—to put that in one sentence, an active showing or demonstration of how to quantify and actually do what we've been waxing lyrical about.

the benefit of the webinar is going to be a practical showing of what we're waxing lyrical about. It's easy to speak and evangelize, but I think from the webinar we'll show turning our concepts into actual actions that you can eyeball and see the results of.

‍Jaclyn Smith: Excellent. That was a lovely summation, Shane. If anyone is interested in joining, we urge you to do so. You can hear us talking more about that but get some practical help as well. There is a link to the registration page in the description below.

I think that's about all we have time for today. But Shane, as always, it's been amazing and lovely to chat to you and hear your thoughts on a pocket of the agile world and helping teams.

Shane Raubenheimer: Yeah, it's always great engaging with you. I always enjoy our times together, and it's been my pleasure. I live for this kind of thing.

Jaclyn Smith: It's wonderful! Excellent. Well, I will see you on the 10th, and hopefully we'll see everyone else as well.

Shane Raubenheimer: Perfect. Yeah, looking forward to it.

Jaclyn Smith: Thanks.

Ready to end the frustration of ineffective retrospectives?

Jaclyn Smith and Shane Raubenheimer also hosted a live, hands-on webinar designed to turn retrospectives into powerful engines for continuous improvement.

In this highly interactive session, they talked about how teams can:

• Uncover why retrospectives get stuck in repetitive cycles
• Clearly capture and assign actionable insights
• Identify and avoid common retrospective pitfalls and anti-patterns
• Get hands-on experience with Easy Agile TeamRhythm to streamline retrospective actions
• Practical tools, techniques, and clear next steps to immediately enhance retrospectives and drive meaningful team improvements.

👉 Watch the recording here.

"I really enjoyed speaking with Melissa Reeve, VP of Marketing at Scaled Agile about how non-software teams are adopting a new way of working."

It's more important than ever to be customer-focused.

We talk about the danger of 'walk-up-work' and how to avoid this through proper sprint planning.

Melissa also gives an update on how agile is spreading to non-technical teams.

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Transcript

Sean Blake:

Hello everyone. And welcome to the Easy Agile Podcast. We have a really interesting guest with us today. It's Melissa Reeve, the Vice President of Marketing at Scaled Agile. We're really excited to have her on today. Melissa Reeve is the Vice President of Marketing at Scaled Agile, Inc. In this role Melissa guides the marketing team, helping people better understand Scaled Agile, the Scaled Agile Framework. In other words, SAFe and its mission. She also serves as the practice lead for integrating SAFe practices into marketing environments. Melissa received her Bachelor of Arts degree from Washington University in St. Louis, and she currently resides in Boulder, Colorado with her husband, chickens, and dogs. Melissa, thanks so much for joining us on the podcast today.

Melissa Reeve:

It's such a pleasure to be here. I really appreciate it.

Sean Blake:

Great. That's great. I really like your enthusiasm straight off the bat. So what I'm really interested in hearing about, Melissa is a little bit about how you got to where you are today. What have been the highlights of your career so far and how as a marketer, did you find yourself in the Agile space?

Melissa Reeve:

Well, thanks for asking. And I have to tell you, but just before the podcast my husband knocked on the door and he was all proud because we just got a new set of chickens and one of the chickens had laid its first egg. So that's been the highlight of my day so far, not necessarily the highlight of my career.

Sean Blake:

So you'll be having scrambled eggs and eggs on toast probably for the next few weeks now.

Melissa Reeve:

I think so. So back to the career, I really fell into marketing. My background was in Japanese literature and language. And I had anticipated this great career and international business in Asia. And then I moved out to the Navajo Indian Reservation and just pivoted. Found my way into marketing and found my way into Agile right around 2013 when I discovered that there was an Agile marketing manifesto. And that really was a changing point in terms of how I thought about marketing. Because up until that point, it really considered marketing in what's termed waterfall. Of course, marketers generally don't use the term waterfall.

Melissa Reeve:

But then I started to think about marketing in a different way. And when I came across Scaled Agile, it brought together so many elements of my career. The lean thinking that I'd studied when I studied in Japan and the lean manufacturing, it was Agile marketing that I'd discovered in 2013 and just education and technology have always been part of my career. So I really consider myself fortunate to have found Scaled Agile and found myself in the midst of scaling Agile into both enterprises, as well as marketing parts of the enterprise.

Sean Blake:

Oh wow, okay. And I noticed from your LinkedIn profile, you worked at some universities and colleges in the past. And I assume some of the teams, the marketing teams you've worked in, in the past have been quite large. What were some of those structures that you used to work in, in those marketing teams? And what were some of the challenges you faced?

Melissa Reeve:

Yes, well, the largest company was Motorola. And that was pretty early on in my career. So I don't think I can recall exactly what that team structure is. But I think in terms of the impediments with marketing, approvals has always been an issue. No matter if you're talking about a smaller organization or a larger organization, it seems like things have to go up the chain, get signed off, and then they come back down for execution. And inherent in that are delays and wait states and basically waste in the system.

Sean Blake:

Right. So, what is Agile marketing then and how does it seek to try and solve some of those problems?

Melissa Reeve:

Well, I'm glad you asked because there's a lot of confusion in the market around Agile marketing. And I can't tell you how many news articles I've read that say marketing should be Agile. And they're really talking about lowercase Agile, meaning marketing should be more nimble or be more responsive. But they're not really talking about capital-A Agile marketing, which is a way of working that has principles and practices behind it. And so that's one aspect where there's confusion around Agile marketing.

Melissa Reeve:

And then another aspect is really how big of a circle you're talking about. In the software side when someone mentions Agile, they're really talking about a smaller team and depending on who you talk to, it could be anywhere from five to 11 people in that Agile team. And you're talking about a series of teams of that size. So when you're talking about Agile marketing, you could be talking about an individual team.

Melissa Reeve:

But some people, when they're talking about Agile marketing, they're talking about a transformation and transforming that entire marketing organization into an Agile way of working. And of course, in the SAFe world, we're really talking about those marketing teams that might be adjacent to a SAFe implementation. So, I think it's a good question to ask and a good question to ask up front when you're having a conversation about Agile marketing.

Sean Blake:

Okay. Okay. And for those people that don't know much about SAFe, can you just explain, what's the difference between just having a marketing team now working in a capital-A Agile way, and what's the difference between an organization that is starting to adopt Scaled Agile? What's the difference-

Melissa Reeve:

Sure.

Sean Blake:

...between those?

Melissa Reeve:

Yeah. So what software organizations found is that Agile teams, so those groups of five to 11 people, that way of working works really well when you have a limited number of software developers when you started to get into the world's largest organizations. So I think of anybody on the Global 2000, they might have tens of thousands of software developers in their organization. And in order to leverage the benefits of Agile, you needed to have cadence and synchronization, not only within a team, but across multiple teams up into the program level and even the portfolio level.

Melissa Reeve:

And the same holds true with large marketing organizations. Imagine you're a CMO and you have 6,000 marketers underneath you. How are you supposed to get alignment to your vision, to your strategies that you're setting if you don't have a way of connecting strategy to execution. And so the Scaled Agile Framework is a way of taking those Agile practices across multiple teams and up into the highest levels of the organization so that we're all moving in a similar direction.

Sean Blake:

Okay. Okay, I think that makes sense. And from a software team's point of view, one of the benefits of Agile is that it helps teams become more customer focused. And many would argue, well, marketing has always been customer focused. But have you found in your experience that maybe that's not so true? And when marketing teams start to adopt Agile, they realize what it really means to become customer focused.

Melissa Reeve:

Yeah. I mean, you raised another great point because I think most marketers think that they're customer focused. Like many things in the world, the world is a relative place. So you can, in your mind, in theory, be thinking about the customer or you can be actually talking to the customer. So I just finished what I call the listening session. And it was during our hackathon, which is our version of an innovation, couple of days worth of innovation. So it was eight hours on a Zoom call with somebody South Africa. Just listening to her experience and listening to her go through one of our courses, slide by slide, by slide, explaining what her experience was at each step of the way.

Melissa Reeve:

So if you think about somebody who is sitting in a large enterprise, maybe has never met the customer, only knows the customer in theory, on one end of the spectrum. And you think about this listening session on the other end of the spectrum, you start to get an understanding of what we're talking about. Now, your question really pointed to the fact that in Agile practices, you're thinking about the customer every time. In theory, every time you write a story. So when you write a story, you write the story from the perspective of the customer. And I would just encourage all the marketers out there to know the customer personally. And I know that's not easy in these large organizations. It's sometimes hard to get face time with the customer, but if you aren't speaking directly to a customer, chances are you don't actually know the customer.

Melissa Reeve:

So find a way, talk to the sales folks, get on the phone with some of your customer service representatives. Go to a trade show, find a way to talk directly to the customer because you're going to uncover some nuances that'll pay dividends in your ability to satisfy the customer. And when you go to write that story again, it will be even more rich.

Sean Blake:

Oh, that's really good advice, Melissa. I remember from personal experience, some of these large companies that I've worked in, we would say, "Oh, this is what the customer wants." But we actually didn't know any customers by name. Some of us personally were customers, but it's not really the same thing as going out and listening to people and what did they find challenging about using that app or what do they actually want out of this product? So there's a huge difference, isn't there, between guessing what a customer might want or should want? And then what their day to day actually looks like, and what are the things that they struggle with? That's hugely important.

Sean Blake:

For someone who's in one of these big companies, they're in a marketing team, perhaps they don't have the power or the influence to say, "Okay, now we're going to do Agile marketing." What would your advice be for someone like that, who can see the upside of moving their teams in that direction, but they don't necessarily know where to start?

Melissa Reeve:

Well, there's a philosophy out there that says take what you can get. So if you are just one person who is advocating for Agile marketing, maybe that's what you can do is you can advocate. Maybe you can start building alliances within the organization, chatting casually to your coworkers, finding out if you have allies in other parts of the organization and start to build a groundswell type movement.

Melissa Reeve:

Maybe you can build your own personal Kanban board and start tracking your work through your own Kanban board. And through visualizing your work in that way, it's a little bit harder now that we're all remote, but should we get back into offices somebody could in theory, walk by your cubicle, see your Kanban board and ask about it. And now you might have two people using a Kanban board, three people. And really start to set the example through your mindset, through your behaviors, through your conversations in order to start getting some support.

Sean Blake:

Oh, that's really good. So be the change that you want to see in the organization.

Melissa Reeve:

Exactly.

Sean Blake:

Okay. Okay, that's really good. And when these companies are moving towards this way of working, and then they're looking to take the next level, let's say it starts in the software development teams and then say marketing is the next team to come on board. How does it then spread throughout the whole organization? Because I know from personal experience, if there's still that part of the organization that's working anti-Agile it actually still makes it really difficult for the Agile teams to get anything done. Because there's still the blockers and the processes and the approvals that you need to go through with those other teams. And I guess SAFe is the answer, right? But how do you start to scale up Agile throughout the whole organization?

Melissa Reeve:

Sure. And what you're talking about is really business agility, is taking the whole business and making the business Agile. And you pointed out something that's key to that, which is once you solve the bottleneck and the impediments in one area of the business, then it'll shift to another area of the business. So the advantage of business agility is that you're trying to keep those bottlenecks from forming or shifting. But what a bottleneck essentially does is it creates what we call a burning platform. So it creates a need for change. And that's actually what we're seeing in the marketing side is we've got these IT organizations, they're operating much more efficiently with the use of Agile and with the use of SAFe. And what's happening is the software teams are able to release things more quickly than the teams that are surrounding them, one of which could be marketing.

Melissa Reeve:

And so now marketing is incentivized to look at ways of changing. They're incentivized to take a look and say, "Well, maybe Agile is the answer for us." So let's just say that marketing jumps on board and all of a sudden they're cranking along, and except for that everything's getting stuck in legal. And so now legal has a case for change and the pressures on legal to adopt it. So there is a way to let it spread organically. Most transformation coaches will understand this phenomenon and probably encourage the organization to just go Agile all in, obviously not in a big bang kind of way, but gradually move in that direction so that we're not just constantly shifting bottlenecks.

Sean Blake:

Okay. Okay, that makes sense. And when these companies are trying to build business agility across the different functions, are there some mistakes that you see say pop up over and over again? And how can we avoid those when we are on this journey of business agility?

Melissa Reeve:

Yeah. So I feel like the most common mistake, at least the one that I see the most often in marketing, although I've seen it in software as well, is people thinking that the transformation is about processes or tools. So for example, in marketing, they might adopt a tool to "become more Agile." Maybe it's a Kanban visualization tool, or maybe they're being suggested to adopt another common ALM type tool. And so they adopt this tool and they learn how to use it, and they wonder why they're not seeing big improvements.

Melissa Reeve:

And it's because Agile at its heart is a human transformation. So we're really taking a look at in trying to change the way people think. One of the topics I speak on is the history of management theory. And while it sounds pretty dry, in reality, it's eye opening. Because you realize that a lot of the habits that we have today are rooted back in the 20th and 19th centuries. So they're rooted in assembly lines. They're rooted in French management theory, which advocated command and control.

Melissa Reeve:

They're rooted in classism. There was a management class and a laboring, and the management class knew the one best way of doing things. So more than a process, more than a tool, we're talking about transforming this legacy of management thinking into a way that's appropriate for today's workers. And I feel like that's the number one mistake that I see organizations making as they're moving into transforming to Agile, an Agile way of working.

Sean Blake:

Mm-hmm (affirmative). Okay. Yeah, that's really interesting. And it really is eye opening, is it? When you look at how the nine to five workday came about, because that's the time when the factories were open and all the history around how organizations are structured. And it's really important, I think, to challenge some of those things that we've done in the past that worked back in the industrial age. But now we're moving into the information age and into these times of digital transformation. It probably doesn't work for us anymore, does it, some of those things? Or do you think some of those things are still valuable now that we have distributed teams, a lot of people are working remotely? Are there any things that come to mind that you think actually we shouldn't get rid of that just yet?

Melissa Reeve:

Oh, I'm sure there are. John Kotter has presented in his book, Accelerate, this notion of a dual operating system. So that you have the network part of the organization, which moves fast and nimble like a startup and then you have the hierarchical part of the organization. And the hierarchy is very, very good at scaling things. It's a well oiled machine. You do need somebody to approve your expense report. You do need some policies and some guidelines, some guard rails. And so we're not actually saying abolish the hierarchy. And I do feel like that's part of this legacy system. But what we are saying is abolish some of the command and control, this notion that the management knows the one best way, because the knowledge worker oftentimes knows more than his or her manager.

Melissa Reeve:

It's just too hard for a manager to keep up with everything that is in the heads of the people who report to him or her. So that's a really big change and it was a change for me. And I think why I got so fascinated in this history of management theory is because I came across some notes from my college days. And I realized that I had been taught these historic management theories. I'd been taught Taylorism, which stems from 1911. And I realized, wow, there's a lot of undoing that I've had to do in order to adopt this Agile way of working.

Sean Blake:

Well, that's great. Yeah, that's really important, isn't it? I've heard you speak before about this concept of walk-up work, especially in the realm of marketing. But I suppose, well, firstly, I'd like to know what is walk-up work. Why is it so dangerous, not just for marketers, but for all teams? And how do we start to fight back against walk-up work?

Melissa Reeve:

Yeah. So, marketers in particular get bombarded with what I like to call walk-up work. And that's when an executive or even a peer literally walks up, so think again about the cubicle farm, and makes a request. So how that looks in the virtual world is the slack or the instant message, "Hey, would you mind?" One is that it results in a lot of context switching and there's time lost in that context switching. And then the other part is rarely do these requests come in well-defined or even with any sort of deadline detach. In marketing, it might look like, "Hey, can you create this graphic for this email I'm sending out?" So now you've left your poor graphic designer with this knowledge that here she has to make a graphic, but they don't really have any of the specs.

Melissa Reeve:

So it's very, very helpful to put these things into stories, to follow the Agile process, where you're taking that walk-up work to the product owner, where the product owner can work with you to define that story, keep the person who's doing the work on task, not making them context switch or do that. Get that story in that acceptance criteria very well defined and prioritized before that work then comes into the queue for the graphic designer. And this is an anti-pattern, whether you're talking about an organization of 50 or 5,000.

Melissa Reeve:

And what I've found is the hardest behavior to change is that of the executives. Because not only do they have walk-up work, but they have positional authority too. And it's implied that, that person will stop working on whatever they're working on and immediately jump to the walk-up work being defined by the executive. So I feel like it's really dangerous to the whole Agile ecosystem because it's context switching, it interrupts flow and introduces waste into the system. And your highest priority items might not being worked on.

Sean Blake:

Okay. So how many people do you have on your marketing team at Scaled Agile?

Melissa Reeve:

We're pretty small, still. We've got about somewhere in the 20s, 23, 25, give or take or few.

Sean Blake:

So how do you-

Melissa Reeve:

I think right now we're three Agile teams.

Sean Blake:

Three. Okay. So those 20 something is split into three Agile teams. And do they each have a product owner or how does the prioritization of marketing work in your teams?

Melissa Reeve:

Yeah, it's a good question. So we do have individual product owners for those three product teams. And what's fascinating is the product owners then also have to meet very regularly to make sure that the priorities stay aligned. Because like many marketing teams, we don't have specialized skill sets on each of those teams. So for the group of 23, we only have one copywriter. For the group of 23, we have two graphic designers. So it's not like each team has its own graphic designer or its own copywriter.

Sean Blake:

Yes.

Melissa Reeve:

So that means the three POs have to get together and decide the priorities, the joint priorities for the copywriter, the joint priorities for those graphic designers. And I think it's working. I mean, it's not without its hiccups, but I think it's the role of the PO and it's an important role.

Sean Blake:

So how do you avoid the temptation to come to these teams and say, "Drop what you're doing, there's something new that we all need to work on?" Do you find that challenging as an executive yourself to really let the teams be autonomous and self-organizing?

Melissa Reeve:

Yeah, I think the biggest favor we've done to the teams is really, I don't want to say banned walk-up work, but the first thing we did is we defined it. And we said, "Walk-up work is anything that's going to take you more than two hours and that was not part of iteration planning." And iteration is only two weeks. And so, in theory, you've done it within the past 10 days. So if it wasn't part of that and you can't push it off to the next iteration planning, and there's a sense of urgency, then it's walk-up work.

Melissa Reeve:

And we've got the teams to a point where they are in the habit of then calling in the PO and saying, "Hey, would you mind going talking to so and so, and getting this defined and helping me understand where this fits in the priority order." And really that was the biggest hurdle because as marketers, I think a lot of us want to say yes if somebody approaches us with work. But what's happened is people have, myself included, stopped approaching the copywriters, stopped approaching the graphic designer with work. I just know, go to the PO.

Sean Blake:

That's good. So it's an extra line of defense for the team so they can continue to focus on their priorities and what they were already working on without being distracted by these new ideas and new priorities.

Melissa Reeve:

Yes. And in fact, I think we, in this last PI reduced walk-up work from 23% down to 11%. So we're not a 100%. And I don't know if we'll ever get to be a 100%, but we're certainly seeing progress in that direction.

Sean Blake:

Oh, that's really good. Really good. And so your marketing teams are working in an Agile way. Do you feel that across the board, not only within your organization, but also just more generally, are you seeing that Agile is being adopted by non-technical teams, so marketing, legal, finance? Are these sort of non-technical teams adopting Agile at a faster rate, or do you feel like it's still going to take some years to get the message out there?

Melissa Reeve:

Yeah. And I guess my question to you would be, a faster rate than what?

Sean Blake:

Good question. I suppose what I'm asking is, do you feel like this is a trend that non-technical teams are adopting Agile or is it something that really is in its infancy and hasn't really caught on yet, especially amongst Scaled Agile customers or people that you're connected to in the Agile industry?

Melissa Reeve:

I would say yes. Yes, it's a trend. And yes, people are doing it. And yes, it's in its infancy.

Sean Blake:

So, yes?

Melissa Reeve:

Yeah. So all of those combined, and I'm not going to kid you, I mean, this is new stuff. In fact, as part of that listening session I mentioned and we were talking about all these different parts of the business. And there was mentioned that the Scaled Agile Framework is the guidance to these teams, to HR, to legal, to marketing could be more robust. And the answer is absolutely. And the reason is because we're still learning ourselves. This is brand new territory that we're cutting our teeth on. My guess is that it'll take us several years, I don't know how many several is, to start learning, figuring out how this looks and really implementing it.

Melissa Reeve:

Now, my hope is that we'll get to a point where Agile is across the organization, that it's been adapted to the different environments. When I've seen it and when I've thought through things like Agile HR, Agile Legal, Agile procurement, the underpinnings seem to be solid. We can even things like the continuous delivery pipeline of DevOps. When I think about marketing and I think about automation. And I think about artificial intelligence, yeah, I can see that in marketing and I can see the need for this to unfold, but will it take us a while to figure out that nuance? Absolutely.

Sean Blake:

Okay. And can you see any other trends more broadly happening in the Agile space? You know, if we're to look forward, say 10 years, a decade into the future, what does the way of working look like? Are we all still remote or how are team's going to approach digital transformations in 10 years time? What's your perspective on the future?

Melissa Reeve:

Yeah, I mean, sometimes to look to the future I like to look to the past. And in this case I might look 10 or 12 years to the past. And 12 years ago, I was getting my very first iPhone. I remember that it was 2007, 2008. And you think about what a seismic shift that was in terms of our behavior and social media and connecting and having this computer in our hand. So I ask myself, what seismic shift lies ahead? And certainly COVID has been an accelerant to some of these shifts. I ask myself, will I be on airplanes as frequently as I was in the past? Or have we all become so accustomed to Zoom meetings that we realized there's power there. And we don't necessarily need to get on an airplane to get the value.

Melissa Reeve:

Now, as it pertains to Agile, I feel like in 10 years we won't be calling it Agile. I feel like it will look something more like a continuous learning organization or responsive organization. Agile refers to a very specific set of practices. And as that new mindset, well, the practices and the principles and the mindset, and as that new mindset takes hold and becomes the norm, then will we be calling it Agile? Or will it just be the way that people are working? My guess is it'll start to be moving toward the latter.

Sean Blake:

Well, let's hope that it becomes the normal, right? I mean that it would be great to have more transparency, more cross functional work, less walk-up work and more business agility across the board, wouldn't it? I think it would be great if that becomes the new normal.

Melissa Reeve:

Yeah, me too. Yeah. And I think, we don't call the way we manage people. We don't say, "Oh, that's Taylorism. Are you going to be practicing Taylorism? It's just the way we've either learned through school or learned from our bosses how to manage people. And that's my hope for Agile, is that we won't be calling it this thing. It's just the way we do things around here.

Sean Blake:

Great. Well, Melissa, I think we'll leave it there. I really enjoyed our conversation, especially as a marketer myself. It's great to hear your insight into the industry. And everything we've discussed today has been really, really eyeopening for me. So thank you so much for sharing that with me and with our audience. And we hope to have you on the podcast again, in the future.

Melissa Reeve:

Sean, it's been such a pleasure and I'd be happy to come back anytime.

Sean Blake:

Great. Thanks so much.

Melissa Reeve:

Thank you.