Easy Agile Podcast Ep.33 How to Align Teams Through Strategic Goal Setting
In this episode, we dive deep into the challenges of aligning teams with strategic goals across organisations of all sizes. From fast-growing startups to large enterprises, teams everywhere struggle with the same fundamental issue: translating high-level objectives into actionable work that drives real value.
Our guest Andreas Wengenmayer, Practice Lead for Enterprise Strategy and Planning at catworkx (the #2 Atlassian partner worldwide and #1 in EMEA), shares his 11 years of experience helping organisations bridge the gap between strategic vision and team execution.
Want to see these concepts in action? Andreas and Hayley hosted an interactive webinar where they demonstrated practical techniques for strategic goal alignment using Easy Agile Programs. Watch the recording here→
About Our Guest
Andreas Wengenmayer is the Practice Lead for Enterprise Strategy and Planning at catworkx, one of the leading Atlassian Platinum Solution Partners globally and the #1 in EMEA. With over a decade of hands-on experience helping enterprise teams scale agile effectively, Andreas specialises in bridging the gap between strategy and execution. His work focuses on guiding organisations through complex transformation programs, optimising portfolio planning practices, and helping teams adopt frameworks like SAFe with clarity and purpose. Known for blending pragmatic insight with systems thinking, Andreas brings stories from the field - ranging from fast-moving startups to complex, multinational enterprises.
Transcript
Note: This transcript has been lightly edited for clarity, readability, and flow while preserving the authentic conversation and insights shared.
Recognising the signs - when teams aren't aligned
Hayley Rodd: Awesome to have you here. So I'm going to start with a bit of a reality check. We've worked in organisations across the spectrum from really fast-growing startups to really big enterprises. From your experience, when you walk into a PI planning or quarterly planning session, and I'm sure they're pretty hectic, what are the telltale signs that teams aren't truly aligned on what success looks like?
Andreas Wengenmayer: That's a great question - one I hear frequently. You can imagine, especially post-COVID when teams returned to in-person planning sessions. Back in 2017, we'd have huge arenas with hundreds of people in one place. People are happy to see each other, excited to chat with colleagues from different locations. This became even more pronounced after COVID, when everyone was working from home more frequently. That's a good sign - the mood is positive.
But you also notice some teams under pressure. They'd rather be working on actual deliverables. They know they have to be there, and it takes two full days to complete all the planning. Meanwhile, they're carrying a mental backlog - technical debt, unfinished work from the previous PI, catching up on delayed items.
This is what I often observe: teams get bogged down discussing minor details. People debate specifics, and you can see they're frustrated about something deeper - but they're not addressing the root cause. This creates its own negative momentum and can derail otherwise solid planning sessions.
Teams get bogged down discussing minor details. People debate specifics, and you can see they're frustrated about something deeper - but they're not addressing the root cause. This creates its own negative momentum and can derail otherwise solid planning sessions.
Sometimes you have to step in and ask what's really underneath. What's the actual cause? People say, "Yeah, I have to be here because that's the format, but I'm not engaged." Maybe it didn't work well in the past and there's lingering skepticism.
The prevailing attitude then becomes: "This isn't really collaborative. Leadership plans from the top anyway. The outcomes are predetermined - here's the plan, just make it work and update your boards." When people feel they can't meaningfully contribute or influence direction, they simply go through the motions.
My favourite example happens at the end when teams must formulate their objectives. It becomes a box-checking exercise - create something that satisfies the coach or Release Train Engineer so everyone can "get back to real work."
What good alignment actually looks like
Hayley Rodd: You've touched on so many things there. I can imagine walking into that room and feeling the pressure. People getting caught up in minor details rather than talking about root causes, or not asking the five whys to get to that root cause. You also touched on getting buy-in across the organisation. When people are really nailing it, when alignment is really there, what does that room feel like?
Andreas Wengenmayer: Yes, I've fortunately experienced those environments, and they're actually more common than you might think. When companies genuinely commit to grassroots planning, truly investing the time it requires, and ensure teams aren't overwhelmed from the start with everything marked "priority zero," you create the foundation for successful planning.
When companies genuinely commit to grassroots planning, truly investing the time it requires, and ensure teams aren't overwhelmed from the start with everything marked "priority zero," you create the foundation for successful planning.
You can see it immediately in people's body language and interactions. The energy in the room is palpable. If people appear resigned or intimidated, afraid to speak up, that's typically a red flag. The opposite creates magic.
Think about high-performing teams, like being a Scrum Master with an exceptional group. The best teams aren't just collections of highly skilled individuals in specific roles.
The best teams are those who communicate openly, genuinely enjoy each other's company, maintain positive energy, and actively support one another. This dynamic enables remarkable achievements. Maybe someone knows a contact in another tribe, release train, or department who can provide crucial answers and facilitate communication. Communication is absolutely fundamental.
That collaborative spirit is the hallmark of truly effective teams.
Hayley Rodd: Absolutely. We would know it in our day-to-day work, right? If your teams aren't communicating, if they're too overburdened as you said, it's not a good place to start. But if you can get that starting point right, if you can get that communication right, so many things will flow after that.
Andreas Wengenmayer: Absolutely. Looking back at any planning cycle, the real test is: did you plan the right things? You only know at the quarter's end whether you estimated capacity accurately.
Here's the crucial question: How does your organisation respond when goals aren't met? Do stakeholders focus on finding solutions? Do team members feel safe asking probing questions and seeking answers? Or does the blame game begin, searching for scapegoats?
How does your organisation respond when goals aren't met? Do stakeholders focus on finding solutions? Do team members feel safe asking probing questions and seeking answers? Or does the blame game begin, searching for scapegoats?
When you're permitted, encouraged, even, to be genuinely open and honest, you become much better at assessing realistic capacity. What makes stakeholders universally happy is predictability. You want confidence that your plans will actually materialise, that your commitments will be fulfilled.
Success breeds success, creating a positive foundation for the next PI. It's a continuous cycle that can spiral upward toward excellence or downward toward dysfunction.
The startup vs. enterprise spectrum
Hayley Rodd: Let's talk about the two ends of the spectrum. You've got a lot of experience, so I love hearing about this. Small companies will often say, "We're agile, we can pivot quickly, we don't need formal goal setting." Then enterprises are going all out on OKRs, cascading objectives, saying they're aligned because they've got those things in place. Yet both struggle with the same core problem. What's really going on?
Andreas Wengenmayer: You're absolutely right. I've been in agile projects since 2014, 11 years now, and I've seen a lot of companies pre-COVID, post-COVID, different sizes.
Starting with the really small ones, startup companies - what's really astonishing is that some very small startup companies tend to become overly complex, which is amazing. Some want solutions that are way too overblown. Basically, they need a sailing boat, but they're thinking about ordering an aircraft carrier.
Some startups want solutions that are way too overblown. Basically, they need a sailing boat, but they're thinking about ordering an aircraft carrier.
Maybe that's part of startup CEO culture - where everyone's a CEO on LinkedIn, and they think, "We're corporate, we have to be like that." They mostly get to their senses in the end, but small companies tend to be overly complex and overblown when it comes to technology, tooling, and organisation.
On the other end, large corporations sometimes seem to try their best to become truly agile - living the values everywhere. Still, it's a challenge. In most cases, there's some kind of hybrid planning going on. There's still a roadmap, which is good, but at some level, some people still stick to classical approaches, have some waterfall going on in the back.
I personally have never seen, for example, a full SAFe organisation where it's done truly at every level. There's a good balance and it should be healthy, but it all comes down to execution.
I feel like mid-sized companies are often the healthiest when it comes to that.
There's a balance of method and tooling, but you still need a solid understanding of goal setting and tracking. This includes pivoting when goals aren't right and learning from how you did things in the past. The gap between management and teams isn't that huge, and it's easier to bridge.
Avoiding death by KPI
Hayley Rodd: You've touched on so many fundamental things around getting the method and tooling right, but also that cultural aspect. I love the insight around mid-size organisations often striking that balance well. When we're thinking about the enterprise risk - which could be "death by KPI" or OKR, do you agree? Can you paint a picture of what that looks like and how it actually makes teams less focused?
Andreas Wengenmayer: Absolutely. There is such a thing as "death by KPI." KPIs are important to get a clear picture - you do need metrics, and there's merit to it. But as always, it's about choosing the right KPIs, the right metrics.
My favourite example is comparing story points across teams or ARTs. You measure velocity, and I have to repeat again and again: it's only individual to one team. You shouldn't compare it to another team or across tribes or ARTs - that doesn't work because you're creating the wrong incentives.
You see what will happen: "Well, okay, my stakeholders want higher amounts of story points. Let's estimate the stories bigger." Of course, that's a continuous loop, but it doesn't give you anything. Story points as a metric are just guidance for a team to get a better feeling for estimations.
You see what will happen: "Well, okay, my stakeholders want higher amounts of story points. Let's estimate the stories bigger." Of course, that's a continuous loop, but it doesn't give you anything. Story points as a metric are just guidance for a team to get a better feeling for estimations.
You want predictability - you want to meet a certain range. So it's not a great KPI when it comes to monitoring progress across teams. They have better KPIs in place.
Other metrics tend to create what I call bureaucracy. If you spend too much time creating reports, you have less time to create anything of value.
Hayley Rodd: I think there's so much in what you're saying about people being realistic and honest, open to pivoting or changing a goal if it's not the right one. Admitting to that is really difficult because no one wants to admit that what they set out to do is failing. But understanding that failure can sometimes be a benefit - you can learn from that. There's so much in that cultural aspect, right?
Andreas Wengenmayer: Absolutely. Coming back to goals rather than KPIs - KPIs are like being on a boat in your control room. You see what the engine is doing, the temperature - those are KPIs. Goals, on the other hand, are the course that you set.
KPIs are like being on a boat in your control room. You see what the engine is doing, the temperature - those are KPIs. Goals, on the other hand, are the course that you set.
You could be a small company like a startup - you're in a canoe, you're rowing. Or you're a large company - you're like a big freighter. Still, if you don't set the right course, the right goal, you will never reach your destination. Your team can be as proficient and perfectly working as they could be. If the course isn't right, hopefully you have enough provisions on board to survive a long journey.
Where organisations get stuck in goal setting
Hayley Rodd: Where do organisations typically get stuck? Is it defining the goals, communicating the goals, or translating them into action - that execution point you made before?
Andreas Wengenmayer: It could be basically any one of those. If you have a smaller or mid-size company, it's easier to communicate - you don't have to bridge as huge a gap. But still, you have high-level goals that have to be translated into real work. Real value is created in the teams.
If you have a high-level goal that's highly abstract and sounds good on paper - "increase customer satisfaction," "create better products," "make the world a better place" - people still have to understand: What does that mean to my daily work? If I'm a developer, what's my stake in that? How can I contribute?
If you have a high-level goal that's highly abstract and sounds good on paper - "increase customer satisfaction," "create better products," "make the world a better place" - people still have to understand: What does that mean to my daily work? If I'm a developer, what's my stake in that? How can I contribute?
That's when communication and breaking down goals becomes really important. Breaking them down the right way, having them visible and transparent, and creating that feeling of contribution. You make it visible that you're not just working for yourself or your team, but you're really contributing. You understand what you're working on and why you're doing it. Purpose is critical.
Bridging the strategy-to-sprint gap
Hayley Rodd: That's a really good segue into the next question about translating strategic vision into team-level objectives that people can grab onto and execute. Leadership will often say something like "increase customer satisfaction," and teams are left going, "What does that mean for me in my sprint this week?" How does an organisation bridge that gap between the high-level leadership view and what we can do in our sprints as a team?
Andreas Wengenmayer: First of all, you as company management need to take the time. There have been, and still are, a lot of approaches with company values, putting posters on walls, creating marketing. Those are all values - that's what a company is like. Then you link it with your products, services - great services, customer satisfaction. Okay. Then comes the real challenge: we want to succeed and create the next service, software solution, or product.
The goal is clear on a high level, but how do we break it down? That's when the real work comes into play - breaking down the goals into smaller pieces.
It's like building a LEGO space station when I was a kid. You have the picture on the box in the beginning - 'Oh, that's what we're going to build.' Then you have to start putting together all the small pieces. You need a plan, you need the little pictures of the steps. You start with the big picture, then you're breaking it down one piece at a time. You create different parts, and they come together at the end. Same goes for goals.
It's like building a LEGO space station. You have the picture on the box in the beginning - 'Oh, that's what we're going to build.' Then you have to start putting together all the small pieces. You need a plan, you need the little pictures of the steps. You start with the big picture, then you're breaking it down one piece at a time. You create different parts, and they come together at the end. Same goes for goals.
Hayley Rodd: Nice. A colleague of mine often says you eat an elephant one bite at a time - similar thing, right? When you see that big goal, it's really overwhelming. But if you can break it down into those chunks and smaller pieces, it becomes so much more manageable and achievable. People can get behind that vision.
Managing moving targets
Hayley Rodd: In fast-moving environments, goals often shift. We're agile, we're always moving. How do you help teams stay connected to a moving target without either ignoring changes or constantly thrashing around?
Andreas Wengenmayer: Back in the nineties and early 2000s, there was a computer game that wasted a lot of time in offices where you were shooting at geese in Scottish Highlands. It was a big phenomenon because people were trying to get the next high score.
If you think of moving targets, it's a bit like that. Imagine you're doing your work - whether you're a hunter or developer doesn't matter - but you approach, you take aim, and the geese keep flying up. You miss the target. Same thing if you have moving goals.
It's harder to aim and approach them right. What you should avoid as a company or someone in charge is constant interference. Stick to your goals or objectives that were agreed upon during PI planning. Don't change them midterm during a PI.
What you should avoid as a company or someone in charge is constant interference. Stick to your goals or objectives that were agreed upon during PI planning. Don't change them midterm during a PI.
That doesn't mean you can't learn from mistakes or wrong goals. You can adjust them, but you have to adjust them in the right place and time, which is during planning. Of course, if something security-related comes up, you have to act, but it has to be agreed upon, and you still have to communicate it and create understanding.
Keeping goals visible and actionable
Hayley Rodd: Even when goals are well-defined, keeping them visible and actionable throughout a PI is tough. What practices or tools have you found most effective for maintaining connection between daily work and high-level strategic objectives?
Andreas Wengenmayer: Good question. Having the goals present at all times helps a lot. If you just meet for planning, have your goals set, and never look back during the PI, it doesn't do you any good.
That could be a piece of paper on the wall like we had back in the day - and still could be if you're working in the office. Also, choose the right tools to track the goals and create acceptance for tools. Really use them. Look into them - whether it's an OKR tool or some other solution, even PI objectives. Are we still on track?
What really helps is if it's not static but shows progress, and especially shows the link of what you're contributing - like what you achieved in your last sprint and how it plays into the objectives or goals, progress moving ahead. There's always a good feeling - everybody loves a green bar moving ahead or a checklist.
What really helps is if your tool is not static but shows progress, and especially shows the link of what you're contributing - like what you achieved in your last sprint and how it plays into the objectives or goals, progress moving ahead. There's always a good feeling - everybody loves a green bar moving ahead or a checklist.
It helps keep the vision and goals present.
Hayley Rodd: When I was a teenager in my final year of high school here in Australia, I wanted a specific score on my final exams. I had a big poster in front of my desk that I sat at for hours every day studying. Looking back, I didn't know what I was doing - I just wanted to visualise my goal, and I didn't know the psychology behind it. But I'm happy to report I got that mark and above.
I think it was as you were saying - that constant reminder, that piece of paper worked for me. In organisations, we're looking for something a bit more complex sometimes, but I like your "keep it simple" advice. It doesn't always have to be super complex. It can just be a checklist, progress bar, or piece of paper - something that helps you feel connected to the goal and reminds you of it often.
When good work doesn't align with goals
Hayley Rodd: Have you seen situations where teams were delivering lots of work - good work, but it wasn't clearly contributing to company goals? What tends to cause that disconnect?
Andreas Wengenmayer: Yeah, that happens quite a bit. I can think of one example with very technical teams, like in semiconductors. Very smart people - everyone has a PhD in physics, material science. Awesome, smart people who tend to love their job. They're awesome, but they're also perfectionists who can still improve things and want to make them even better.
If you're in the business of producing machines used to produce semiconductors, for example, it's a complex task with a complex supply chain or value chain. You're creating lithography machines to create wafers used by other companies, and in the end, you have a customer planning the release of a new phone.
Your customer waits, the end customer waits, and you have to deliver on time. Sometimes this creates a challenge because teams still want to improve and make it even better. That's when economics come into play - the view of the big picture. You still have to communicate it. You shouldn't discourage such a great team, but you need to get the bigger perspective back to the teams and create acceptance instead of saying, "Hey, stop what you're doing, it's good enough." You don't want that. It all comes back to transparency and communication.
On the other spectrum, what you sometimes have is just too much workload on teams. Time for planning gets cut short, and if you don't take enough time to plan well, no wonder the results don't work out. It's just a lot of busy work - a lot of things getting done, but not necessarily the right things at the right time.
On the other spectrum, what you sometimes have is just too much workload on teams. Time for planning gets cut short, and if you don't take enough time to plan well, no wonder the results don't work out. It's just a lot of busy work - a lot of things getting done, but not necessarily the right things at the right time.
Hayley Rodd: If you don't do that planning at the start, you're setting yourself up for misalignments. If you're not communicating that plan regularly, you're setting yourself up for that busy work and people getting distracted. It's just so common. That planning part is so fundamental to getting it right.
One piece of advice for frustrated leaders
Hayley Rodd: We're on the home stretch now. If you could give one piece of advice to an engineering or product leader who's been frustrated because their teams seem to be going through the motions of PI planning or quarterly planning without real buy-in, what would it be?
Andreas Wengenmayer: I can resonate with that so well, and many can. I'd say: take the time to find out what's really going on. Investigate the root cause. It's like if you have a house and you're trying to fix a crack in the wall - you can look at the crack and do some superficial fixing or use a thick layer of paint, but you still have to find out what's causing that issue. Maybe something deeper.
You mentioned the five whys - that can be one way, but you have to have some understanding of the right way to approach people. You don't want to put anyone on the spot. Looking for a scapegoat doesn't help anybody.
We need to look at what's behind it, what's causing it. It all comes back to investing enough time for planning, but doing it with purpose. Not doing the whole planning like theatre, where everybody acts their part - that doesn't do you any good.
It all comes back to investing enough time for planning, but doing it with purpose. Not doing the whole planning like theatre, where everybody acts their part - that doesn't do you any good.
People have to understand why they're doing it. There has to be purpose and understanding - enough time, no distractions, and a positive atmosphere where everybody can contribute and be open.
You don't want people saying nothing because they don't dare to criticise or say no.
The connection between goal clarity and team motivation
Hayley Rodd: What's one thing you wish more organisations understood about the connection between goal clarity and team motivation?
Andreas Wengenmayer: We could get back to the boats we mentioned before. You want to arrive at your destination. If you're not clear about the destination, or maybe some people in your rowing boat don't want to go there, they might not join the rowing. If your crew is not invested, it will take you longer to reach a destination, or you won't get there as well.
It's the same thing. Motivation is key, and I don't talk about superficial motivation that just annoys everybody. Motivation is a positive environment where people rely on each other. They really like spending time with those people.
"Hey, I really like to go to lunch with you and talk to you" - not "I'd rather be home and not talk to anybody." You're not annoyed if your teammate asks you a question; you're happy to help. You're feeling safe that when you have a problem or question, you will get help.
That creates the right kind of motivation - that positive environment, and that can make a lot of things happen. It comes back to openness and transparency, not as buzzwords, but to get the clear picture. As a stakeholder, you get the correct current state because you get true answers.
I've seen strange situations in major corporations where people really didn't report what they were working on or show the right results. I've seen complete shadow Jira environments - one for internal use and one for external use with customers. There can be huge misalignments because people didn't dare to show real progress. In the long term, it will backfire. If you don't have trust in your environment, in your company, you will have a hard time.
I've seen strange situations in major corporations where people really didn't report what they were working on or show the right results. I've seen complete shadow Jira environments - one for internal use and one for external use with customers. There can be huge misalignments because people didn't dare to show real progress. In the long term, it will backfire. If you don't have trust in your environment, in your company, you will have a hard time.
Wrapping up
Hayley Rodd: There are so many key themes coming up throughout our conversation. You've talked about ongoing communication across teams, really planning with purpose, getting that context and buy-in to help with motivation, and allowing for radical candour - being really open if something's not working and being okay to call it out. So many cultural and communication elements are critical to the success of quarterly planning, PI planning, and organisations generally. Great takeaways.
We're going to end it there, but I want to end with a teaser for our interactive webinar that you and I are doing together on September 4th, which dives deeper and shows how to operationalise the ideas we've chatted about here using Easy Agile Programs and linking back to the fundamental services that catworkx provides organisations.
Andreas, it's been super wonderful to chat with you. I look forward to our webinar coming up on September 4th.
Andreas Wengenmayer: Thank you so much for having me. Looking forward to September 4th and seeing you again, talking more about tooling, boats, duck hunt, and anything in between.
Ready to transform your strategic planning?
The conversation doesn't end here. Andreas and Hayley hosted an interactive webinar where they showed how you can put these strategic alignment concepts into practice.
They spoke about:
- Practical techniques for breaking down strategic goals into actionable team objectives
- How to maintain goal visibility throughout your PI cycles
- Real-world examples of successful alignment transformations
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Easy Agile Podcast Ep.3 Melissa Reeve, VP Marketing at Scaled Agile

"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.
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.
- Podcast
Easy Agile Podcast Ep.31 The Release Train Engineer + SAFe Summit 23
"Lieschen's wealth of experience is absolutely incredible! Not only did she provide invaluable advice, but I thoroughly enjoyed our conversation."
In this episode Caitlin Mackie is joined by Lieschen Gargano Sr, Release Train Engineer at Scaled Agile. They delve into the role of the Release Train Engineer, sharing tips and tricks, FLOW activities, lessons learned and how to get started in the role. With SAFe Summit 2023 just around the corner, Lieschen also takes some time to talk about what she’s most excited about for the event and shared some advice for first time attendees.
If Lieschen's expertise and passion have piqued your interest, be sure to explore the Scaled Agile RTE course. It provides comprehensive training, equipping you with the necessary skills and knowledge to excel as an RTE.
We hope you enjoy the episode!
Transcript:
Caitlin Mackie:
Hi there. Welcome to the Easy Agile Podcast. I'm Caitlin, your host for today's episode. At Easy Agile we specialize in developing apps for Atlassian Jira that help your team move from simply doing agile to truly being agile. Our apps have gained recognition and trust from over 160,000 users across top companies worldwide. With our products, teams can transform their flat Jira backlogs into something visually meaningful and easy to understand. Whether it's sprint planning, retrospectives, or PI planning, our apps are designed to foster seamless team alignment.
Before we begin the episode, we would like to say an acknowledgement of country. This is part of our ongoing commitment towards reconciliation. Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast today. We pay our respects to elders past, present, and emerging, and extend that same respect to all Aboriginal Torres Strait Islander and First Nations people joining us today. Let's jump into today's episode. So today I'm joined by Lieschen Gargano, a senior release train engineer at Scaled Agile. Lieschen is a highly experienced professional when it comes to change management, system design and stakeholder engagement, and has a passion for developing teams and connecting strategy to execution. Lieschen welcome to the Easy Agile Podcast.
Lieschen Gargano:
Thank you. I'm happy to be here.
Caitlin Mackie:
So Lieschen, you are a release train engineer. For our listeners, can you explain a little bit about the role? For anyone that's not familiar, how would you describe a Release Train Engineer?
Lieschen Gargano:
Yeah. I think one of the easiest ways for people to think of a Release Train Engineer is kind of like a coach or scrum master for the art, for the Agile release train. A servant leader facilitating all of those art events, facilitating the processes and process improvements. And really measured in value delivery, and using flow metrics to measure those improvements and support of the arts.
Caitlin Mackie:
So you mentioned flow metrics there. I've heard a lot about this recently and optimizing flow. What are some of those flow activities that a RT is responsible for?
Lieschen Gargano:
I like to look at feature flow and cycle time. So really looking like are we bringing all of our features in progress at once or are we managing our WIP, not just at the team level but at the art level. Are we taking the whole PI to get a feature through the system, or are we able to finish something before we start the next thing? So I look at that a lot and also just are we making and meeting commitments. Those PI objectives that we set, are we in that 80-100% range? A lot of people want full credit, extra credit and to be in the 120, but for us, predictability really means you tried really hard and you stretched, but you also still made and met commitments. So I look at that really closely too.
Caitlin Mackie:
I love that. You mentioned just then quite a lot of different responsibilities that a RTE has. Do you think that there is one in particular that you really need to get right from the start?
Lieschen Gargano:
Oh, as an RTE, I think the biggest thing is building the relationships and intention. As a servant leader, we really are there to help make the art better, to make being on the art enjoyable and productive and flow. So building that trust and those relationships as a servant leader is the first thing. If you get that wrong, no one will help you do the rest.
Caitlin Mackie:
Yeah-
Lieschen Gargano:
And you need a lot of help. You're not doing anything alone as an RTE.
Caitlin Mackie:
Yes. Yeah, for sure. I can definitely imagine that. Let's go a little bit deeper on that servant leadership that you just mentioned. Can you share your approach and what servant leadership means to you?
Lieschen Gargano:
Servant leadership to me is helping people understand the direction, communicating early and often so that they know where you're going. And then not just saying, "how can I help you get there? What can I do?" But saying, "how can we go together?" A lot of coaching and understanding the problem to solve and connecting it to how it benefits the people. Just like we ask them to connect their work to how it benefits the customer. As the RT, they're my customer. How does what I'm asking you to change benefit you? Not changing is always easier than changing even if we don't like our current state. So why is it worth it?
Caitlin Mackie:
I love that. Yeah, always asking the why and being really clear on it. Yeah, I think that's great. I've done some LinkedIn digging of your profile, as you do, had a little bit of a stalk and noticed that you hosted a webinar recently on tips and tricks and lessons learned as an RTE. Can we start with maybe some tips and tricks? What can you share?
Lieschen Gargano:
The first thing I will say is lean on the Scrum master team, and if you're lucky enough to have an Agile coach or another RTE, lean on that team. Your lean Agile Center of Excellence, those people have the expertise. They're also building the relationships. They're there to help you. Don't try to just prove yourself or go it alone, it's not possible. That team is your team for success. So 100% go to them. They're a wealth of knowledge, a wealth of relationships, and the best support.
Caitlin Mackie:
Yeah, I know it's so important to have that support network around you. You just mentioned the Agile Center of Excellence. Maybe for some of our listeners aren't familiar, could you explain what that is?
Lieschen Gargano:
Yeah, so the Lean Agile Center of Excellence can look a few different ways depending on your organization. At our organization, it is the coach, release managers, RTEs and Scrum masters or team coaches. And some larger organizations than ours might have that hub and spoke model of a centralized change leader. And then RTEs and Scrum masters that are in different arts and around the org. And some even have separate laces in different parts of the organization if it's really big. But really they are that community of practice that holds your lean Agile practices and the standards of those practices and talks to each other and debates and evolves them to make sure that it's consistent throughout the org. That the org is getting consistent coaching, consistent guidance, and they're not being told five different things about how to transform. Because again, change and being lean is so hard. If you add too many voices into that coaching, it gets really overwhelming for folks.
Caitlin Mackie:
Yes, 100%. And an Agile transformation is already overwhelming as it is, so you can imagine that laid on top. I suppose speaking, if we explore a little bit around those on an agile transformation journey, at what point would you say it's important that that lean Agile Center of Excellence is formed?
Lieschen Gargano:
Oh, I think it should be in place pretty quick. I mean, we talk about training your leaders, training your experts and then doing safer teams and launching trains. You need that Center of Excellence there from the start so that they can go out to the rest of the org that they can do all that training and they can be there to support people through title changes, role changes. Launching an art can feel very scary to folks. If you don't have that in place beforehand, you're going to have a lot to reel in after the fact.
Caitlin Mackie:
Yeah, I really like that. It's almost having this really solid foundation and unified voice to sort of go forward and support the rest of the org.
Lieschen Gargano:
And it's so great to have consultants support, to have partners come in and help you and to have the right tools, but they need the help of people inside. They need that lean Agile Center of Excellence of employees inside the company to help you be successful. As an RTE, you need your team. Anybody, any tool, any people trying to do a change, a transformation are going to need that Center of Excellence because all those parts, that's what makes the whole.
Caitlin Mackie:
Yeah, yeah, definitely. So you mentioned as an RTE, a big tip or trick is to rely on that lean Agile Center of Excellence. What do you think has been your biggest lesson learned as an RT?
Lieschen Gargano:
There are a few things that have been particularly difficult for me. One of them is that I don't like to say no and not in that I take on too much or whatever, but more in that if someone has passion for something, I want them to be able to take it on. I want them to be able to move forward with it. And there are times where we really have to say it's too much change. It's too much for this group to manage. In particular, the Scrum Masters and RTEs people come to us for a lot of things and they need that consistency from us, and they need predictability in a change to feel like we know where they're going and if we introduce too many things or if we try to hold too many things at once, it's easy for us to forget about it later or drop something else. So learning when and how to say no, again not necessarily in that capacity way, but just in the width of change, if that makes sense.
Caitlin Mackie:
Yeah, definitely. I think that what you just said there, learning how and when to say no. I think that's not even exclusive to the RTE role as well. I think that's an amazing piece of advice for anyone listening and to share across our audiences, because I know it's definitely something I struggle with as well. So that's my takeaway from this is to, okay, I'm going to constantly imagine like 'no Lieschen told me to when and how to say no', and just focus on that. So yeah, I think that's a great piece of advice. What was your journey like to an RTE? I know we caught up last week and I got a little sneak preview into this, and I know it wasn't straightforward, so if you can share a little bit about that, that would be great.
Lieschen Gargano:
Yeah. I actually started in conflict resolution. I worked in public private reconciliation doing a lot of natural resources facilitation, so hundreds of people, governments, companies, private landowners, residents, trying to bring all those people together to get to consensus or at least to build relationships that allow them to move forward. So really strong foundation and facilitation in particular, and just day-to-day conflict. When we say conflict, we get so worried, 'oh, I don't do conflict', well conflict's everything all the time. It's all the disagreements we need to succeed in life. So that gave me a great foundation when I became a scrum master, and I did that for a few years working with development teams. One of my favorite teams was our infrastructure team, 10 foot pole because no one wanted to touch their work or the 10 foot pole, and I learned so much there and eventually became a coach and started doing more strategic planning and coaching parts of the organization that weren't used to being on arts. Marketing and other groups, which helped me transition to Scaled Agile, where I started working with our CMO and as he grew the marketing team, helping coach that marketing group into an agile way of working, a safe way of working, before actually becoming a product owner, because I loved organizing around value, and I loved those different topics that we were working on internally.
And one of the people I work with at Scale Agile said, "well, help us develop the product then for everybody else". So I did that for a little while, which gave me so much power in that learning how to say no and prioritize and coaching people to decisions is one thing, but as the product owner, I had to practice being where the buck stopped. There are five right decisions, just make one so that people are unblocked, and that prepared me really well for transitioning into RT.
Caitlin Mackie:
Yeah. You have such a wealth of experience there across so many different roles, and you can really see that each of those key roles have taught you something valuable that you can take into this RTE role. So I think that's amazing. It's so cool to see that even though it's not this straightforward linear journey, there's all these parts that there's traits within each that ladder up to helping you succeed as an RT. So I think that's really cool.
Lieschen Gargano:
And I know people are afraid to make some of those lateral moves sometimes, but the skills that you can build might just be that thing that gets you other open doors that you didn't even think about.
Caitlin Mackie:
Yeah. Yeah. I absolutely love that. Yeah, just embrace every opportunity for what it may be, what it may not be. You don't know until you give it a shot. So I think, yeah, I love that. I think that's really great advice. So everything we've spoken about in regards to being a Release Train Engineer may have really hit the spot for some of our listeners. How does someone get there? Were there certifications, courses? What's the process that way?
Lieschen Gargano:
Another thing I probably did backwards. I started with a scrum master cert and then actually ended up getting a SPC certification through Scaled Agile when I was a coach. Because I was a coach before I was an RTE, and I learned about so many other parts of the business that way. But then to become an actual RTE, taking the safe RTE course, but then actually there's a community of RTEs... Which we didn't really talk about this, but being an RTE is a lonely thing. I said earlier, if you're lucky to have another RTE, this is a lonely role. You're really kind of on your own. So not just getting that cert, but being part of that community and being able to send people messages and ask them crazy questions was part of my certification process, but also just community building to where I could feel like I had the connections and competence. So yeah, I found all of them similar to holding each of the roles, also getting that certification, just another tool in the tool belt.
Caitlin Mackie:
Yeah, for sure. I don't want to touch on something you said there about an RTE being sometimes quite a lonely role. What do you think makes it lonely?
Lieschen Gargano:
It's a role that a lot of people have strong opinions about what they need and what success looks like based on where they are in the organization. And there are usually few of you, and even if you're in a large organization with many, you're with your art, you're very focused on your section, and so having all of those pulls and expectations and not having anyone who understands what that feels like just makes it kind of lonely. Now that we have two RTEs and a coach at Scaled Agile, it makes a big difference for me because they are right there in it with me and it's very helpful.
Caitlin Mackie:
Yeah. You can see in that scenario why that community of RTEs is like you said, so important to lean on them as well. Yeah.
Lieschen Gargano:
I find even just connecting to RT's outside our organization too. I grabbed beers with one a couple weeks ago. Those little things, even if you can find that person, meet them at a summit, meet them out in the wild, find them on LinkedIn and just say, "Hey, we live in the same area. We have the same role". It can go a long way because it may seem weird to reach out like that, but they probably are looking for that connection too.
Caitlin Mackie:
Thank you so much for sharing. And for any of our listeners, I might pop some links to any certifications and some scout Agile courses. I'll pop that in our episode notes, so feel free to check those out. You mentioned about connecting with other RTs and meeting at summits, which is a really nice segue to the next part of our conversation. Just around the corner is the 2023 Safe Summit and we're heading to Nashville Music City. What can we expect from Safe Summit? What are you looking forward to?
Lieschen Gargano:
Well, what I'm most looking forward to is that I am putting together an RTE breakfast. So all RTEs are welcome, or even if you're a solution train engineer or you do the role of an RTE with a different title. I'm really excited to meet with those folks over breakfast and just chat it out. And my goal with that really is to have people to connect with so that as we go through the rest of the summit, listening to the talks that we have people enroll, that we can check back in with over drinks and stuff on the later days and say, 'oh, what do you think? How might that work?' So that's what I'm most looking forward to.
Caitlin Mackie:
Amazing.
Lieschen Gargano:
But obviously there are going to be some great talks and the product labs are always really fun. We get to play with the product together.
Caitlin Mackie:
Yeah, cool. Tell me a little bit about the product labs, what's involved in that?
Lieschen Gargano:
The product team puts it together and they have computers set up and you can bring your own and they talk through some of the new releases or things they're working on and help you log into it and use it in your context, but also try to get some feedback on how it works or how you might use it in your organization. So it's a nice two-way street. It's sort of, 'I need this, how might I do it?' And then them saying, 'well, why don't you try and let me see how it works and how we should change it based on how you interact with it'. So it's just really fun. It feels really practical because it's so hands on.
Caitlin Mackie:
Yeah, amazing. I love that. I'm definitely going to have to try and come along and suss that out. It sounds really great. Where do you hope or where do you think we'll see a lot of conversations focused at this year's Safe Summit?
Lieschen Gargano:
At Safe Summit I think the conversations will be really focused on just the day-to-day of Safe. We have new topics that come up. We obviously have new ideas that are going to be presented. But every time I go to one of these, it really is the connecting one-on-one to say, here's where I'm stuck, here's what I'm trying to learn. So we'll hear a lot about Flow, we'll hear about Team Topologies, but we'll also hear those 'I'm just getting started and we're stuck, we have change fatigue. We don't know if our arts are set up correctly'. A lot of those classic conversations that are just really impactful and why people come together.
Caitlin Mackie:
Yeah, definitely. Yeah, I love that. Creating these spaces for people to bond over shared experiences and problems they're facing or wins they're seeing and sharing them. I think that's where these events are amazing for creating that kind of environment. Lieschen, this is my very first Safe Summit. I haven't been to one before and I'm really excited. What advice would you have for first time attendees, returning attendees, what's the way to get the most out of Safe Summit?
Lieschen Gargano:
If you're attending with other people from your organization, the best thing is to split up so you can cover more ground and then come back together and share. The second advice is find people with a similar role as you, because again, you can do that same thing with those folks and split up and then meet up again and try to talk about it in your context. It's great to do that at the parties too, because we throw great parties, but that's the best because no matter what room you end up in, what talk you end up at, you're going to get a great nugget. But where it really sinks in for me is talking with someone else about what I heard and then thinking about, 'okay what does that mean?', when I go home.
Caitlin Mackie:
Amazing, great advice Lieschen. If anyone listening happens to also be attending Safe Summit and they see Lieschen on the floor or myself, make sure you say hello, and if you've got any questions for Lieschen about the podcast episode, I'm sure she'll be more than happy to answer and engage in a great conversation. And anyone looking to get advice around the RTE role, make sure you find her and have a chat. Lieschen I'm really excited to meet in person. We've done this podcast with yourself in the States, myself in Australia, so I'm excited to connect over in your world. And yeah, really thank you so much for your time. I hope you enjoyed the episode. I know, I sure did.
Lieschen Gargano:
I did. Thank you.
Caitlin Mackie:
Thanks, Lieschen.
- Podcast
Easy Agile Podcast Ep.6 Chris Stone, The Virtual Agile Coach

What a great conversation this was with Chris Stone, The Virtual Agile Coach!
Chris shared some insights into the importance of sharing and de-stigmatising failures, looking after your own mental health, and why work shouldn't be stale.
Some other areas we discussed were, why you should spend time in self reflection - consider a solospective? and asking "how did that feel?" when working as a team.
"I really enjoyed our chat. Plenty to ponder over the silly season, and set yourself up with a fresh perspective for 2021. Enjoy and Merry Christmas!"
Transcript
Sean Blake:
Hello, and welcome to another episode of the Easy Agile Podcast. It's Sean Blake here, your host today, and we're joined by Chris stone. Chris is going to be a really interesting guest. I really enjoyed recording this episode. Chris is the Virtual Agile Coach. He's an agility lead. People First champion blogger, speaker and trainer, who always seeks to gamify content and create immersive Agile experiences. An Agile convert all the way from back in 2012, Chris has since sought to broaden his experiences, escape his echo chamber and to fearlessly challenge dysfunction and ask the difficult questions. My key takeaways from this episode were; it's okay to share your failures, the importance of recognizing our mental health, why it's important that work doesn't become stale, how to de-stigmatize failure, the importance of selfreflection and holding many self retrospectives, and the origins of the word deadline. You'll be really interested to find out where that word came from and why it's a little bit troubling. So here we go. We're about to jump in. Here's the episode with Chris stone on the Easy Agile Podcast. Chris, thanks so much for joining us and spending some time with us.
Chris Stone:
Hey there Sean, thank you for having me. It's a pleasure.
Sean Blake:
I have to mention you've got a really funky Christmas sweater on today. And for those people listening on the audio, they might have to jump over to YouTube just for a section to check out this sweater. Can you tell us a bit about where that came from?
Chris Stone:
So this sweater was a gift. It's a Green Bay Packers, Chris, Ugly Christmas Jumpers, what they call it. And I'm a fan of the Green Bay Packers, I've been out there a few times to Wisconsin, Green Bay, Wisconsin. It's so cold out there in fact. When you're holding a beer and minus 13 degrees, the beer starts turning to slush just from being outside in the cold air. It's a great place, very friendly, and the jumper was just a gift one Christmas from someone.
Sean Blake:
Love it. There's nothing better than warm beer is there? Okay. So Chris, I first came across you because of the content that you put out on LinkedIn. And the way that you go about it, it's so much fun and so different to really anything else I've seen in the corporate space, in the enterprise space, in the Agile space even, why have you decided to go down this track of calling yourself the virtual Agile coach, building a personal brand and really putting yourself out there?
Chris Stone:
Well, for me, it was an interesting one because COVID, this year has forced a lot of people to convert to being virtual workers, remote workers, virtual coaches themselves. Now, what I realized this year is that, the aspiration for many is those co-located teams, it's always what people desired. They say, "Oh, you have to work harder, Katie, that's the best way." And I realized that in my whole Agile working life, I'd never really had that co-located team. There was always some element of distributed working and the past two years prior to where I'm currently, my current company, I was doing distributed scaled Agile with time zones, including Trinidad and Tobago, Alaska, Houston, the UK, India, and it was all remote.
Chris Stone:
And I thought, all right, this is an opportunity to recognize the fact that I was a virtual Agile coach already, but to share with others, my learnings, my experiences, the challenges I've faced, the failures I've had with the wider community so they can benefit from it because obviously, everyone, or more many have had to make that transition very quickly. And there's lots of learnings there that I'm sure people would benefit from. And this year in particular, I guess the honest answer, the reason for me being, I guess out there and working more on that side of things, being creative is because it's an outlet for my mental health.
Chris Stone:
I suffer from depression and one of my ways of coping with that is being creative and creating new content and sharing it. So I guess it's a reason of... it's linked to that also, but also the stories that people tell me afterwards, they motivate me to keep doing it. So when someone comes to me and says, "Hey, I did the Queen retrospective, the Queen Rock Band retrospective, and this program manager who never smiles connected to the content and admitted he liked Queen and smiled." And this was a first and when people come to me and say, "Hey, we did the Home Alone retrospective, the one of your Christmas themed ones and people loved it. It was great." It was the most engaging retrospective we've had so far because the problem is work can become stale if you let it be so.
Chris Stone:
Retrospectives can become this, what did we do last time? What are we going to do next time? What actions can we do? Et cetera, et cetera. And unless you refresh it and try new things, people will get bored and they'll disconnect and they'll disengage, and you're less likely to get a good outcome that way. So for me, there's no reason you can't make work a little bit fun, with a little bit of creativity and a little bit of energy and passionate about it.
Sean Blake:
I love that. And do you think a lot of people come to work even when they're working in Agile co-located teams and it's just not fun, I mean what do you think the key reasons are that work isn't fun?
Chris Stone:
I think because it can become stale. All right. So let's reflect on where we are today. Today, we're in a situation where we're not face-to-face with one another. We don't have time for those water cooler chats. We don't connect over a coffee or a lunch. We don't have a chat about idle banter and things of that on the way to a meeting room, we didn't have any of that. And that forces people to look at each other and see themselves as an avatar behind a screen, just a name. Often in particular, people aren't even on video camera.
Chris Stone:
It forces them to think of people as a name on a screen, rather than a beating heart on a laptop. And it can abstract people into just these entities, these names you talk to each day and day out, and that can force it to be this professional non-personal interaction. And I'm a firm believer that we need to change that. We need to make things more fun because it can, and in my experience, does result in much better outcomes. I'm very, very people first. We need to focus on people being people. People aren't resources. This is a common phrase I like to refer to you.
Sean Blake:
I love that, people aren't resources. You spoke a little bit about mental health and your struggle with depression. Something that I hear come up time and time again, is people that talk about imposter syndrome. And I wonder, firstly, if you think that might be exasperated through working remotely now. People are not so sure how they fit in, where their role is still the same role that it was 12 months ago. And do you have any tips for people when they're dealing with imposter syndrome, especially in a virtual environment?
Chris Stone:
Well, yeah I think this current environment, this virtual environment, the pandemic in particular, has led to a number of unhelpful behaviors. That there's a lot more challenges with people's mental health and negativity, and that can only lead to, I guess, less desire, less confidence in doing things, maybe doubting yourself. There's some great visuals I've shared on this recently, and it's all about reframing those imposter thoughts you have, the unhelpful thinking, that thing that goes through your mind that says, Oh, they're all going to think I'm a total fraud because maybe I don't have enough years of experience, or I should already know this. I must get more training. There's lots of “shoulding” and “musting” in that. There's lots of jumping to conclusions in this.
Chris Stone:
And a couple of ways of getting around that is, so if you're thinking of the scenario where I'm a fraud think, "Oh, well I'm doing my best, but I can't predict what they might think." When you're trying to think about the scenario of do I need to get more training? Well, understand and acknowledge the reality that you can't possibly know everything. You continue to learn every single day and that's great, but it's unrealistic to know it all. There's a great quote I often refer to and it's, true knowledge is knowing that you know nothing. I believe it's a quote from Socrates.
Chris Stone:
And it's something that very much resonates with me. Over the years I've gone through this learning journey where, when I first finished university, for example, I thought I knew everything. I thought I've got it all. And I'd go out to clients and speak and I'm like, "Oh yeah, I know this. I've got this guys." And then the more involved I've become and the more deeper I've gone into the topic, the more I realized, actually there's so much that I don't know. And to me, true knowledge is knowing that you know nothing tells me there's so much out there that I must continuously learn, I must continuously seek to challenge myself each and every day.
Chris Stone:
Other people who approach me and say, "How do you, or you produce a lot of content. How would you put yourself out there?" And I say, "Well, I just do it." Let's de-stigmatize failure. If you put a post out there and it bombs, it doesn't matter, put another one out there. It's as simple as that, learn from failure, Chuck something out there, try it, if it doesn't work, try something else. We coach Agile teams to do this all the time, to experiment. Have a hypothesis to test against that. Verify the outcomes and do retrospectives. I do weekly solospectives. I reflect on my week, what works, what hasn't worked, what I'm going to try differently. And there's no reason you can't do that also.
Sean Blake:
Okay. So weekly solospectives. What does that look like? And how do you be honest with yourself about what's working, what's not working and areas for yourself to improve? How do you actually start to have that time for self-reflection?
Chris Stone:
Unfortunately you got to make time for some reflection. One thing I've learned with mental health is you have to make time for your health before you have to make time for your illness or before you're forced to make time for your illness. And it can become all too easy in this busy working world to not make time for your health, to not make time and focus on you. So you do just have to carve out that time, whether that's blocking some time in the diary on a Friday afternoon, just to sit down and reflect, whether that's making time to go out for a walk, setting up a time on your Alexa to have a five minute stretching break, whatever it is, there's things you can do, and you have things you have to do to make time for yourself.
Chris Stone:
With regards to a solospective, the way I tend to do things is I tend to journal on a daily basis. That's almost like my own daily standard with myself, it's like, what have I observed? What have I... what challenges do I face in the past day? And then that sums up in the weekly solospective, which is basically a retro for one, where I reflect on, what did I try it? What do I want to achieve this week? What's gone well? What hasn't gone well. It's the same as a retrospective just one and allows me to aggregate my thoughts across the week, rather than them being single events. So that I'm focusing more on the trajectory as opposed to any single outlier. Does that make sense?
Sean Blake:
It does. It does. So you've got this trajectory with your career. You're checking in each week to see whether you're heading in the right direction. I assume that you set personal goals as well along the way. I also noticed that you have personal values that you've published and you've actually published those publicly for other people to look at and to see. How important are those personal values in informing your life and personal and career goals?
Chris Stone:
So I'd say that are hugely important, for me, what I thought was we see companies sharing their values all the time. You look on company websites and you can see their values quite prominently. And you could probably think do they often live up to their values? You have so many companies have customer centricity as their value, but how many of them actually focus on engaging with their customers regularly? How many have a metric where they track, how often they engage with customers? Most of them are focusing on velocity and lead time. So I always challenge, are you really customer centric or is that lip service? But moving aside, I digress. I thought companies have values, and obviously we do as well, but why don't we share them? So I created this visual, showing what mine were and challenged a few others to share it also. And I had some good feedback from others which was great.
Chris Stone:
But they hugely influence who I am and how I interact on a day-to-day basis. And I'll give you an example, one of my values is being open source always. And what that means is nothing I create, no content I create, nothing I produce would ever be behind a payroll. And that's me being community driven. That's me sharing what I've learned with others. And how that's come to fruition, how I've lived that is I've had lots of people come to me say, "Hey, we love the things you do. You gave me flying things. Would you mind, or would you like to collaborate and create this course that people would pay for?" So often I've said, "If it's free, yes. But if it's going to be monetized, then no."
Chris Stone:
And I've had multiple people reach out to me for that purpose. And I've had to decline respectfully and say, "Look, I think what you're doing is great. You've got a great app and I can see how having this Agile coaching gamification course on that would be of great value. But if it's behind the payroll, then I'm not interested because it's in direct conflict with my own values, and therefore, I wouldn't be interested in proceeding with it. But keep doing what you're doing, being people first, #people first." This is about me embodying the focus on people being beating hearts behind a laptop, rather than just this avatar on a screen. And I have this little... the audio listeners, won't be able to see this, but I'm holding up a baby Groot here. And he's like my people first totem.
Chris Stone:
And the reason for that is I have a group called the Guardians of Agility, and we are people first. That's our emblem. And these are my transformation champions in my current company. I like to have Guardians of Agility, and I've got this totem reminding me to be people first in every interaction I have. So when, for example, I hear the term resources and I'm saying, well... As soon as I hear it, it almost triggers me. I almost hear like, "Oh, what do they mean by that?" And I'll wait a little moment and I'll say, "Hey, can you tell me what you mean by that?" And you tease it out a little bit. And often they meant, "Oh, it's people, isn't it?" If you're talking about people, can we refer to them as people?
Chris Stone:
Because people aren't resources. They're not objects or things you mine out the ground. They're not pens, paper or desks. They're not chairs in an office. They are people. And every time you refer to them as a resource, you abstract them. You make it easier to dehumanize them and think of them as lesser, you make it easier to make those decisions like, oh, we can just get rid of those resources or we can just move that resource from here to there and to this team and that team, whether they want to or not. So I don't personally like the language.
Chris Stone:
And the problem is it goes all the way back to how it's trained. You go to university and you take a business degree and you learn about human resources. You take a course, Agile HR, Agile human resources, right, and it's so prevalent out there. And unless we challenge it, it won't change. So I will happily sit there and a meeting with a CTO and he'll start talking about resource and I'll say, "Hey, what do you mean by that?" And I'll challenge it and he'll go, "Yeah, I've done it again, have I not?" "Yes. Yes, you have." And it's gotten to the point now where I'll be on this big group call for example, and someone will say it, and I'll just start doing this on a screen waving, and they'll go, "Did it again, didn't I?" "Yes, you did."
Sean Blake:
So some of these habits are so ingrained from our past experiences our education, and when you're working with teams for the first time, who's never worked in Agile before, they're using phrases like resources, they're doing things that sometimes we call anti-patents, how do you start to even have that conversation and introduce them to some of these concepts that are totally foreign to people who've never thought the way that you or I might think about our teams and our work?
Chris Stone:
Sure. So I guess that the first response to that is with empathy. I'm not going to blame someone or make out that they're a bad person for using words that are ingrained, that are normal. And this is part of the problem that that term, resource is so ingrained in that working language nowadays, same as deadlines. Deadlines is so ingrained, even though deadlines came from a civil war scenario where it referred to, if you went past the line, you were shot. How did that land in the business language? I don't know. But resources, it's so ingrained, it's so entrenched into this language, so people do it without intending to. They often do it without meaning it in a negative way. And to be honest, the word itself isn't the issue, it's how people actually behave and how they treat people.
Chris Stone:
I said my first approach is empathy. Let's talk about this. Let's understand, "Hey, why did you use term?" "Oh, I use it to mean this." "Okay. Well." Yeah, and not to do it or call them out publicly or things like that. It's doing things with empathy. Now, I also often use obviously gamification and training approaches, and Agile games to introduce concepts. If someone's unfamiliar to a certain way of working, I'll often gamify. I'll create something, a virtual Agile game to demonstrate. The way I do say, is I'm always looking to help people understand how it feels, not just to talk theory. And I'll give you an example. I'm a big fan of a game called the Virtual Name Game. It's a game about multitasking and context switching.
Chris Stone:
And I always begin, I'll ask group of people, "Hey guys, can you multitask?" And often they go, "Yeah, we can do that." And there'll be those stereotypical things like, "Oh yeah, I'm a woman. I can do that." It happens. Trust me. But one of the first things I do, if I'm face-to-face with them, I'll say, "Hey, hold your hands out like this. And in your left hand..." And people on the audio can't see me, I'm holding out like my hands in front of me. In my left hand, we're going to play an endless game of rock, paper, scissors. And in my right hand, we're going to play a game of, we have a thumb war with each other. And you can try, you can challenge them, can they do those concurrently? No, they can't. They will fail because you just can't focus on both at the same time.
Chris Stone:
Now the Virtual Name Game, the way it works is you divide a group of people up into primarily customers and one developer. And I love to make the most senior person in the room, that developer. I want them to see how it feels to be constantly context switching. So if you were the developer, you're the senior person to review the hippo in this scenario, the highest paid person. I would say Sean, in this game, these customers, they are trying to get their name written first on this virtual whiteboard. And we're going to time how long it takes for you to write everyone's name in totality. The problem is that they're all going to shouting at you continuously, endlessly trying to get your attention. So it's going to be Sean, Sean, write my name, write my...
Chris Stone:
And it's just going to be wow, wow, wow, who do I focus on? You won't know. And this replicates a scenario that I'm sure many people have experienced. He who shouts loudest gets what they want. Prioritization is often done by he who's... or the person who shouts loudest not necessarily he. We then go into another rounds where you say, I'm this round, Sean, people are to be shouting their name at you. But in this round, you're going to pay a little bit attention to everyone. So the way you're going to do that is you're going to read the first letter of one person's name, then you move on to the first letter of the next person's name, and you're going to keep going around. The consequence of that is everyone gets a little bit of attention, but the result is it's really slow.
Chris Stone:
You're starting lots of things but not finishing them. And again, in each round, we're exploring how it feels. How did it feel to be in that round? Sean, you were being shouted at, how did that feel? Everyone else, you were shouting to get your attention. You had to shout louder than other people, how did that feel? And it's frustrating, it's demotivating, it's not enjoyable. In the final around, I would say, "Hey, Sean, in this round, I'm going to empower you to decide whose name you write first. And you can write the whole thing in order. And the guys actually they're going to help you this time, there are no shouts over each other, they are going to help you." And in this scenario, as I'm sure you can imagine, it feels far better. The result is people finish things, and you can measure the output, the number of brand names written on a timeframe.
Chris Stone:
It's a very quick and easy way of demonstrating how it feels to be constantly context switching and the damage you can have, if, for example, you've prioritized things into a sprint and you got lots of trying to reorder things and so on and so forth, and lots of pressure from external people that ideally should be shielded from influencing this and that, and how that feels and what the result is, because you may start something, get changed into something else. You got to take your mindset of this, back into something else, and then the person who picks up the original thing might not have even been the same person, they've got to learn that over again. There's just lots of waste and efficiency costs through that. And that's just an example of a game I use, to bring that sort of things to life.
Sean Blake:
That's great. That's fantastic. I love that. And I think we need to, at Easy Agile, start playing some of those games because there's a lot of lessons to be learned from going through those exercises. And then when you see it play out in real life, in the work that you're doing, it's easier to recognize it then. If you've done the training, you've done the exercise, that all seems like fun and games at the time, but when it actually rears its head in the work that you're doing, it's much easier to call it out and say, "Oh wait, we're doing that thing that we had fun playing, but now we realize it's occurring in real life and let's go a different direction." So I can see how that would be really powerful for teams to go through that so Chris [crosstalk 00:22:26].
Chris Stone:
I'd also add that every game that I do, I construct it using the four Cs approach. So I'm looking to connect people... firstly, connect people to each other, and then to the subject matter. So in this game is about multitasking. To contextualize why that matters, why does context switching and multitasking matter in the world of work? Because it causes inefficiencies, because it causes frustration, de-motivation, et cetera. Then we do some concrete practice. We play a game that emphasizes how it feels. And at the end we draw conclusions, and the idea is that with the conclusion side of things, it's almost like a retrospective on the game. We say, "Hey, what did we learn? What challenges we face? And what can we do differently in our working world?" And that hopefully leaves people with actionable takeaways. A lot of the content I share is aiming to leave it with actionable takeaways, not just talking about something, but reflecting on what you could do differently, what you could try, what experiment you might like to employ with your working life, your team that might help improve a situation you're facing.
Sean Blake:
Okay. Yeah, that's really helpful. And you've spoken about this concept of Agile sins, and we know that a lot of companies have these values, they might've committed to an Agile transformation. They might've even gone and trained hundreds or thousands of people at accompany using similar tactics and coaching and educational experiences that you provide. But we still see sometimes things go terribly wrong. And I wonder, what's this concept of Agile sins that you talk about and how can we start to identify some of these sins that pop up in our day-to-day work with each other?
Chris Stone:
I guess, so the first thing I would emphasize about this is that using sin, it's a very dogmatic religious language and it's more being used satirically than with any real intent. So I just like to get that across. I'm not a dogmatic person, I don't believe there is any utopian solution. I certainly don't believe there's any one size fit to all situation for anyone. So the idea that there's really any actual sins is... yeah, take that with a pinch of salt. The reason the Agile sins came up is because I was part of... I'd done a podcast recently with a guy called Charles Lindsey, and he does this Agile confessional. And it's about one coach confessing to another, their mistakes, their sins, the things they've done wrong.
Chris Stone:
And I loved it because I'm all about de-stigmatizing failure. I'm all about sharing with one another, these war stories from one coach to another, because I've been a proponent of this in the past. I've shouted, "Hey there, I failed on this. I made this mistake. I learned from it." And I challenge others to do so as well and there's still this reluctance by many to share what went wrong. And it's because failure is this dirty word. It's got this stigma attached to it. No one wants to fail, leaders in particular. So the podcast was a great experience.
Chris Stone:
And it was interesting for me because that was the first time I'd given a confession, because I'll be honest with you, I'm someone who is used to taking confession myself. I go to this hockey festival every year and I got given years ago, this Archbishop outfit, and I kind of made that role my own way. I was drunk, and I said, "You're going to confess your sins to me." And if they haven't sinned enough, I tell them to go and do more. And I give them penicillin with alcohol shots and things like that. And I've actually baptized people in this paddling pool whilst drunk. Anyway, again, I digress, but I wasn't used to confessing myself, usually, I was taking confession, but I did so and it was a good experience to share some of my failures and my patterns was to create... and it was my own idea, to create my videos, seven videos of my seven Agile sins. And again, this was just me sharing my mistakes, what I've learned from that, with the intent of benefiting others to avoid those similar sins.
Sean Blake:
So you've spoken to a lot of other Agile coaches, you've heard about their failures, you confessed your own failures, is it possible for you to summarize down what are those ingredients that make someone a great coach?
Chris Stone: And that is a question, what makes someone a great coach? I think it's going to be entirely subjective, to be honest. And my personal view is that a great coach listens more than they speak. I guess that would be a huge starting point. When they listen more than they speak, because I've... and this is one of the things I've been guilty of in the past, is I've allowed my own biases to influence the team's direction. An approach I'd taken in the past was, "Hey, I'm working with this team and this has worked well in the past. We're going to do that." Rather than, "So guys, what have you done so far? What have you tried? What's worked well? What hasn't worked well? What can we create or what can we try next? That works for you guys. Let's have you make that decision and I'm here to guide you through that process to facilitate it, rather than to direct it myself."
Chris Stone:
Again, I find ... it's an approach that resonates more with people. They like feel that they own that decision as opposed to it being forced upon them. And there's far less, I guess, cognitive dissonance as a consequence. So listening more than speaking is a huge for me, a point an Agile coach should do. Another thing I think for me nowadays, is that there's too much copying and pasting. And what I mean by that is, the Spotify, the Spotify model came out years ago and everyone went, "Oh, this is amazing. We're going to adopt it. We're going to have tribes and chapters and guilds and squads, and it's going to work for us. That's that's our culture now."
Chris Stone:
I was like, "Well, let's just take a moment here. Spotify never intended for that to happen. They don't even follow that model themselves anymore. What you've done there is you've just tried to copy and paste another model." And people do it with SAFe as well. They just say, "Hey, we're going to take the whole SAFe framework and Chuck it into our system in this blueprint style cookie cutter." And the problem is that it doesn't take into account for me, the most important variable in any sort of transformation initiative, the people, what they want, and the culture there. So this is where another one of my values is, innovate, don't replicate. Work with people to experiment and find that Agile, what works for them rather than just copying and pasting things.
Chris Stone:
So tailor it to their needs rather than just coming in with some or seen dancing framework, and then the way I do it is I say, "Hey, well, SAFe is great. Well, it's got lots of values, and lots of great things about it. Lots of benefits to it, but maybe not all of it works for us. Let's borrow a few tenent of that." Same with LeSS, same with Scrum At Scale, same with Scrum, similar to Kanban. There's lots of little things you can borrow from various frameworks, but there's also lots of things you can inject yourself, lot's of things you can try that work for you guys, and ultimately come up with your own tailor-made solutions. So innovate, don't replicate would be another one for me.
Chris Stone:
Learning, learning fast and learning often, and living and breathing that yourself. Another mistake I and other coaches I think have made is not making time for your own personal development to allowing, day in, day out to just be busy, busy, busy, but at the same time you're going out there, coaching teams, "Hey, you've got to learn all the time. You got to try new things." But not making that time for yourself. So I always carve out time to do that, to attend conferences, to read books, to challenge myself and escape my echo chamber. Not just to speak to the same people I do all the time, but perhaps to go on a podcast with people I've never spoken to. To a different audience, maybe to connect with people that actually disagree with me, because I want that.
Chris Stone:
I don't want that homophilous thinking where everyone thinks exactly like I do, because then I don't get exposed to the perspectives that make me think differently. So I'm often doing that. How can I tend to conference that I know nothing about, maybe it's a project management focus one. Project management and waterfall isn't a dirty word either. There is no utopian system, project management and... sure traditional project management and waterfall has its benefits in certain environments. Environments with less footing, less flexible scope or less frequently changing requirements works very well.
Chris Stone:
I always say GDPR, which is an EU legislation around data protection, that was a two year thing in the making and everyone knew exactly what was happening and when they had to do it by. That was a great example of something that can be done very well with a waterfall style, because the requirements weren't changing. But if you are trying to develop something for a customer base that changes all the time, and you've got lots of new things and lots of competitors and things like that, then it varies, and probably the ability to iterate frequently and learn from it is going to be more beneficial and this is where Agile comes in. So I guess to sum up there, there's a few things, learning fast learning often. I can't even remember the ones I've mentioned now, I've gone off on many tangents and this is what I do.
Sean Blake:
I love it. It's great advice, Chris. It's really important and timely. And you mentioned, earlier on that the customer base that's always changing and we know that technology is always changing and things are only going to change more quickly, and disruptions are only going to be more severe going forward. Can you look into the future, or do you ever look into the future and say, what are those trends that are emerging in the Agile space or even in work places that are going to disrupt us in the way that we do our work? What does Agile look like in five or 10 years?
Chris Stone:
Now that again is a very big question. I can sit here and postulate and talk about what it might look like. I'm going to draw upon what I think is a great example of what will shape the next five or 10 years. In February, 2021, there's a festival called Agile 20 Reflect, I'm not sure if you've heard of it, and it's built as a festival, not conference, it's really important. So it's modeled on the Edinburgh festival and what it intends to be is a celebration of the past, the present and the future of Agile. Now what it is, it's a month long series of events on Agile, and anyone can create an event and speak and share, and it will create this huge community driven load of content that will be freely accessible and available.
Chris Stone:
Now, there are three of the original Agile manifestor signatories that are involved in this. Lisa Adkins is involved in this as is lots of big name speakers that are attached to this festival. And I myself, I'm running a series of retrospectives on the Agile manifesto. I've interviewed Arie van Bennekum, one of the original Agile manifesto signatories. They're going to be lots of events out there. And I think that festival will begin to shape in some way, what Agile might look like because there's lots of events, lots of speakers, lots of panel discussions that are coming up, coming together with lots of professionals out there, lots of practitioners out there that will begin to shape what that looks like. So whilst I could sit here and postulate on it, I'm not the expert to be honest, and there are far greater minds than I. And actually I'd rather leverage the power of the wider community and come into that than suggesting mine at this time.
Sean Blake:
Nice. I like it. And what you've done there, you've made it impossible for us to click this video and prove you wrong in the future when you predict something that doesn't end up happening. So that's very wise if you.
Chris Stone: Future proof myself.
Sean Blake: Exactly. Chris, I think we're coming almost to the end now, but I wanted to ask, given the quality of your Christmas sweater, do you have any tips for teams who are working over the holiday period, they're most likely burnt out after a really difficult 2020? What are some of the things you'd say to coaches on Agile teams as they come into this time where hopefully people are able to take some time off, spend some time with their family. Do you have any tips or recommendations for how people can look after their mental health look after their peers and spend that time in self-reflection?
Chris Stone:
Sure. So a number of things that I definitely would recommend. I'm currently producing and sharing this Agile advent calendar. And the idea is that every day you get a new bite-size piece of Agile knowledge or a template or something working in zany or a video, whatever it may be. There's lots of little things getting in there. And there's been retro templates, Christmas and festive themes. So there's a Home Alone one, a Diehard one, an elf movie one, there's all sorts. Perhaps try one of those as a fun immersive way with your team to just reflect on the recent times as a squad and perhaps come up with some things in the next year.
Chris Stone:
And there's for example, the Diehard one, it's based on the quotes from the movie Diehard so it's what you'd be doing in there, celebrate your... to send them to your team. Or there's one in there about, if this is how you celebrate Christmas, I can't wait for new year. And that question was saying, what do we want to try next year? Like this year has been great, what do we want to try differently next year? So there's opportunities through those templates to reflect in a fun way so give one of those a go. I shared some Christmas eve festive Zoom backgrounds, or Team backgrounds, give those a go and make a bit fun, make it a bit immersive. There's Christmas or festive icebreakers that you can use. What I tend to do is any meeting I facilitate, the first five minutes is just unadulterated chat about non-work things, and I often use icebreakers to do so. And whether that's a question, like if you could have the legs of any animal, what would you have and why, Sean, what would that be?
Sean Blake:
Probably a giraffe, because just thought the height advantage, it's got to be something that's useful in everyday life.
Chris Stone: Hard to take you on the ground maybe.
Sean Blake:
Yes. Yes, you would definitely need that. Although, I don't think I would fit in the lift on the way to work, so that would be a problem.
Chris Stone:
Yeah. That's just how I start. But yeah, that's just a question, because it's interesting to see what could people come up with, but there's some festive ones too, what's your favorite Christmas flick? What would put you on the naughty list this year? Yeah, does your family have any weird or quirky Christmas traditions? Because I love hearing about this. Everyone's got their own little thing, whether it's we have one Christmas present on Christmas Eve or every Christmas day we get a pizza together. There's some really random ones that come out. I love hearing about those and making time for that person interaction, but in a festive way can help as well.
Chris Stone:
And then on the mental health side of things, I very much subscribed to the Pomodoro effect from a productivity side of things. So I will use that. I'll set myself a timer, I'll focus without distractions, do something. And then in that five minute break, I'll just get up and move away from my desk and stretch and get a coffee or whatever it may be. But then I'll also block out time, and I know some companies in this remote working world at the moment are saying, "Hey, every one to 2:00 PM is blocked out time for you guys to go and have a walk." Some companies are doing that. I always make time to get out and away from my desk because that... and a little bit more productive and it breaks up my day a little bit. So I definitely recommend that. Getting some fresh air can do wonders for your mental health.
Sean Blake:
Awesome. Well, Chris, I've learnt so much from this episode and I really appreciate you spending some time with us today. We've talked about a lot of things from around the importance of sharing your failures, the importance of looking after your mental health, checking in on yourself and your own development, but also how you tracking, how you feeling. I love that quote that you shared from, we think it Socrates, that true knowledge is knowing that you know nothing. I think that's really important, every day is starting from day one, isn't it? De-stigmatizing failure. The origins of the word deadline. I did not know that. That's really interesting. And just asking that simple question, how did that feel? How did that feel working in this way? People were screaming your name, walk up work, when work's too busy, how does that feel? And is that a healthy feeling that everyone should have? So that's really important questions for me to reflect on and I know our audience will really appreciate those questions as well. So thanks so much Chris, for joining us on the Easy Agile Podcast.
Chris Stone:
Not a problem. Thank you for listening and a Merry Christmas, everyone.
Sean Blake:
Merry Christmas.



