Easy Agile Podcast Ep.20 The importance of the Team Retrospective
"It was great chatting to Caitlin about the importance of the Team Retrospective in creating a high performing cross-functional team" - Chloe Hall
In this episode, I was joined by Caitlin Mackie - Content Marketing Coordinator at Easy Agile.
In this episode, we spoke about;
- Looking at the team retrospective as a tool for risk mitigation rather than just another agile ceremony
- The importance of doing the retrospective on a regular cycle
- Why you should celebrate the wins?
- Taking the action items from your team retrospective to your team sprint planning
- Timeboxing the retrospective
- Creating a psychologically safe environment for your team retrospective
I hope you enjoy today's episode as much as I did recording it.
Transcript
Chloe Hall:
Hi, everyone. Welcome to the Easy Agile Podcast. I'm Chloe, Marketing Coordinator at Easy Agile, and I'll be your host for today's episode. Before we begin, we'd like to acknowledge the traditional custodians of the land from which I am recording today, the Wodi Wodi people of the Dharawal Speaking nation and pay our respects to elders past, present, and emerging. We extend that same respect to all Aboriginal and to Strait Islander peoples who are tuning in today. So today, we have a bit of a different episode for you. I'm going to be talking with Easy Agile's very own Content Marketing Coordinator, Caitlin Mackie. Caitlin is the Product Owner* of our Brand and Conversions Team*. Now this team is a cross-functional team who have only been together for roughly six months. And within their first few months, as a team, mind you they also had two brand new employees, they worked on a company rebrand.
Chloe Hall:
A new team, a huge task, the possibility of the team being high performing was unlikely at this point in time. So, the team was too new to have already formed that trust, strong relationships, and psychological safety, but somehow they came together and managed to work together, creating a flow of continuous improvement and ship this rebrand. So, I've brought for you today Caitlin onto the podcast to discuss the team's secret for success. Welcome to the podcast, Caitlin.
Caitlin Mackie:
Thanks, Chloe. It's a bit different sitting on this side. I'm used to being in your shoes. I feel [inaudible 00:01:45]. I feel uncomfortable. [inaudible 00:01:46].
Chloe Hall:
Yeah. It's my first time hosting as well, so very strange. Isn't it? How are you feeling today?
Caitlin Mackie:
Yeah. Good. I'm excited. I'm excited to chat about our experience coming together as a cross-functional Agile team, and hopefully share some of the things that worked for us with our listeners.
Chloe Hall:
Yes, I know myself, and I'm sure our audience is very excited to hear what your team's secret to success was. Did you want to start off by telling us what was this big secret that really helped you work together as a team?
Caitlin Mackie:
That's a great question, Chloe. And that's a big question. I'm not sure if there's one key thing, I suppose, it is that ultimate secret source or that one thing that led to the success. I'm sure we all want to hear what that is. I would also love to know if there's just this one key ingredient, but I think something for us, and probably one of the most memorable things that really worked for us, and there was a lot for us to benefit from doing this, was actually doing our retrospectives. So that's probably the first thing that comes to mind when it comes to what led to our success.
Chloe Hall:
Okay. Yeah. In the beginning, why did you start doing the retrospectives?
Caitlin Mackie:
So, we were a new forming team, like you mentioned before, and we seen retrospectives as another Agile ceremony, and we saw other teams doing it and they were having a lot of success from it, so we became to jump on that bandwagon. And I think with being a new forming team, there are so many things that come into play. So, you're trying to figure each other out, how we all like to work and communicate with each other, all of that. And we were the first ever team dedicated to owning and improving our website. And we also knew it was likely that we'd be responsible for designing and launching a rebrand.
Caitlin Mackie:
So when you try and stitch all of that together, and then consider all those elements, we knew that we needed to reserve some time to be able to quickly iterate and call out what works and what doesn't. And what we did understand is that retrospectives are a great opportunity for the whole team to get together and uncover any problematic issues and have an open discussion aimed at really identifying room for improvement, or calling out what's working well, so we can continue to do that. So, I think retros allowed us to understand where we can have the most impact and how to be a really effective cross-functional Agile team.
Chloe Hall:
Wow. That is already so insightful. Yeah, it sounds like the retrospectives really helped you to gain that momentum into finding who your team is, becoming a well-working, high-performing cross-functional team. So, how often were you doing the retro? Were you doing this on a regular cycle, or was it just, "Okay. We have a problem. Some blockers have come up, we need to do a retro"?
Caitlin Mackie:
Yeah. I think initially retro, we kind of viewed retros as this thing where like, "Oh, we've done a few sprints now. We should probably do a retro and just reflect on how those few sprints went." It was kind of like this thing. It was always back of our mind. And we knew we needed to do it, but weren't really sure about the cadence and the way to go about it. So now, we do retros on a Friday morning, which is the last day of our weekly sprint. And then we jump into sprint planning after that. So after bio break as well, so let the team digest everything we talked about in retrospectives. And then we come into sprint planning with all the topics that we're discussed, and we will have a really nice, fresh perspective.
Chloe Hall:
Yeah.
Caitlin Mackie:
So, I think this works really well for us because everything is happening in a timely manner. We've just had a discussion about the best things that happened in the sprint or what worked really well, so you want to make sure you can practice the same behavior in the following, and vice versa for the improvements that you want to make. So, that list of action items that come out of a retrospective provide a really nice contact, context, sorry. And you have them all in mind during sprint planning.
Caitlin Mackie:
So for example, in the previous sprint, it might have come up that you underestimated your story points or there wasn't enough detail on your user stories. So, with each story or task that you are bringing into the sprint, you're then asking the question, is everyone happy with the level of detail? What are we missing? Or we've only story pointed this or two, is it more likely to be a five? So, everything is really fresh in your mind, and I definitely think that helps create momentum. When you've got the whole team working to figure out how you can be more effective with every sprint.
Chloe Hall:
That's such a great point that you just made Caitlin. And I love how going from doing the team retrospective, that you actually can take those action items and go into your sprint and put them into place straight away. It's really good. Otherwise, I feel like if you do the sprint retrospective on the Friday, and you're like, "Okay, these are our action items," get to Monday sprint planning and you're just thinking of the weekend. That [inaudible 00:07:20]
Caitlin Mackie:
Yeah, a hundred percent. Yeah. They're super fresher mind for everyone. So, it might not work for every team, but we find it works really well for us, because we're being really deliberate with how we approach sprint planning.
Chloe Hall:
Yeah. And then with that, I could see how doing the retro, how it could easily go over time, but then your team has sprint planning scheduled after. So, it's like you can't go over time. How have you managed to kind of time box that retrospective?
Caitlin Mackie:
Yeah, that's a really, really good question. And it is on purpose as well that they are scheduled closely together. Som as mentioned above, the discussion you've had in the retrospectives provides a nice momentum going to the sprint planning, but it does mean we have to watch the clock. And initially, this can be quite awkward, because you want to make sure that everyone feels heard and that everybody has the same opportunity to contribute. And I think this responsibility falls on the scrum master, or the product owner, or whoever's facilitating the retrospective to call it out and make sure everyone has the chance to be heard. You'll naturally have people tell the longer story or add a lot of extra context before getting to the point. And then you'll have others that will be a lot more direct. And I'm a lot like the latter. I struggle to get to the point, which doesn't work well when you're trying to time box a retrospective, right?
Chloe Hall:
And I can relate, same personality.
Caitlin Mackie:
Yes. So with this, I think it really comes down to communicating the expectation and the priority from the get go. With our team and with any team, you will want to figure out who you can perform really well and continually improve to exceed expectations and be better and learn and grow together. And I think if you all share that same mindset going into the retrospective and acknowledging that it's a safe
space to have difficult conversations. And as long as you're communicating with empathy, the team knows that it's never anything personal, and it's all in the best interest of the team. And that then helps the less direct communicators, like myself, address their point more concisely and really forces them to be more deliberate and succinct with their communication style.
Caitlin Mackie:
And that's really key to being able to stick to that time box, I think. And it does take practice, because it comes down to creating that psychological safety in your team. But once that's there, it's so much easier to call out when someone's going down a windy track, and bring the focus back and sort of say, "I hear you, what's the action item?" And just become a lot more deliberate.
Chloe Hall:
Wow. I couldn't even imagine like how hard it would be, with the personalities that yourself and I have, just trying to be so direct and get rid of all the fluffy stuff. I mean, look at what it's done to form such an amazing team that we have. So, you mentioned that aspect of psychological safety before. And how do you think being in a new cross-functional team... Only six months together, you had those new employees, do you think you were able to create a psychological safety space at any point?
Caitlin Mackie:
That's another fantastic question. And I feel like, honestly, it would be best to have a team discussion around this. It'd be interesting to hear everybody's perspectives around what contributes to that element of psychological safety and if everybody feels the same. So, I can't speak for the team, but my personal opinion on this or personal experience is that creating an environment of psychological safety really comes down to a mutual trust and respect. And at the end of the day, we all share the same goal. So, we all really, really respect what each other brings to the table and understand how all of these moving parts that we are working on individually all come together to achieve the goal. So, when we're having these open discussions in retros, or not even in retros, just communicating in general really, it's clear that we're asking questions in the best interest of the team and individual motives never come into play, or people aren't just offering their opinion when it's unwarranted or providing feedback, or being overly critical when they weren't asked to do so.
Caitlin Mackie:
So, none of those toxic behaviors happen, because we all respect that whatever piece of work is in question or the topic of discussion, the person owning that work, at the end of the day, is the expert. And we trust them, and we don't doubt each other for a second. And I think the other half of that is that we're also really lucky that if something doesn't go as we planned, we're all there to pick each other up and go again. So, this ties quite nicely into actually one of our values at Easy Agile is commit as a team. And this is all about acknowledging that we grow and succeed when we do it together, and to look after one another and engage with authenticity and courage. Som I may be biased, but I wholeheartedly believe that our team completely embraces that. And there's just such an admiration for what we all bring to the table, and I think that's really key to creating the psychological safety.
Chloe Hall:
I love that your team is really embracing our value, commit as a team and putting it into place, because that's what we're all about at Easy Agile, and it's just so great to see it as well. I think the other thing that
I wanted to address was... So again, during this cross functional team, and you've got design and dev, how do you think retros assisted you in allowing to work out what design and dev needed from each other?
Caitlin Mackie:
For sure. So, for some extra context for our listeners as well, so in our team, we've got two developers, Haley and David, and a designer, Matt and myself, who's in the marketing. So, we're very much a cross-functional little mini team. So, we all have the same goal and that same focus, but we also are all working on these little individual components that we then stitch together. So,, I think... We doing retros regularly. What we were able to identify was a really effective design and development cycle. So, we figured out a rhythm for what one another needed at certain points. For example, something we discovered really early was making sure that we didn't bring design and dev work into the same sprint. We needed to have a completely finished design file before dev starts working on it. And that might sound really obvious, but initially we thought, "Oh, well, if you have a half finished design file, dev can start working on that. And by the time that's done, the rest of the design file will be done."
Caitlin Mackie:
But what we failed to acknowledge is that by doing that, we weren't leaving enough capacity to iterate or address any issues or incorporate feedback on the first part of that design file, or if dev started working on it and design then gets told, "Oh, this part right here, it's not possible," so the designer is back working on the first part. And it just creates a lot of these roadblocks. So in retros, this came up and we were able to raise it and understand that what design needed from dev and what dev needed from design in order to make sure we weren't blockers for each other. And the action item out of the retro is that we all agreed that a design file had to be completely finished before dev picks up the work.
Chloe Hall:
I think it's so great that you were able to identify these blockers early on. Do you think like doing the retro on a weekly reoccurring basis was able to bring up those blockers quickly, or do you think it wouldn't have made a difference?
Caitlin Mackie:
No, definitely. I, a hundred percent, think that retros allowed us to address the blockers in a way more timely and effective manner. And we kind of touched on that before, but yeah, retros let you address the blockers, unpack them, understand why they're happening and what we need to do to make sure they don't happen again. So, for sure.
Chloe Hall:
Yeah. Yeah. I guess I want to talk a little bit now about the wins, the very exciting part of the retro, the part that we all love. So, how important do you think the wins are within the retro?
Caitlin Mackie:
So important. So, so, so important. It's like, when you achieve something epic as a team, you have to call it out. Celebrate all the wins, big, small. Some weeks will be better than others, but embrace that glass half full mentality. And there's always something to be proud of and celebrate, so call it out amongst
each other, share it with the whole company, publicly recognize it. Yeah, I think it's so important to embrace the wins. It just sort of creates a really positive atmosphere when you're in the team, makes everybody feel heard and recognized for their really positive contribution that they're making. And I think a big thing here as well is that if you've achieved something epic as a team, it's helpful for other teams to hear that as well, right? You figured out a cool new way to do something, share it. If it helped you as a team, it's most likely going to help another team.
Caitlin Mackie:
So I think celebrating the wins isn't even just reserved for work stuff either, right? If somebody's doing something amazing outside of work or hit a personal goal, get behind it.
Chloe Hall:
Yeah.
Caitlin Mackie:
To celebrate all the wins always.
Chloe Hall:
Yeah. And I think it's so good how you mentioned that it's vital to celebrate the wins of someone's personal life as well, because at the end of the day, we're all human beings. Yes,, we come to work, but we do have that personal element. And knowing what someone's like outside of work as well is an element to creating that psychological safe space and team bonding, which is so vital to having a good team at the end of the day. Yeah.
Caitlin Mackie:
Yeah, a hundred percent. Yeah, you hit the nail in the head with that. We talked about psychological safety before, and I definitely think incorporating that, acknowledging that, yeah, we are ourselves at work, but we also have a whole other life outside of that too, so just being mindful of that and just cheering each other on all the time. That's what we got to do, be each other's biggest cheerleaders.
Chloe Hall:
Yeah, exactly. That's the real key to success. Isn't it?
Caitlin Mackie:
Yeah, that's it. That's the key.
Chloe Hall:
So, you've been working really well as a new cross functional, high performing Agile team. How do you think... What is your future process for retros?
Caitlin Mackie:
We will for sure continue to do them weekly. It's part of the Agile manifesto, but we want to focus on responding to change, and I think retros really allow us to do that. It's beneficial and really valuable for
the team. And when you can set the team up for success, you're going to see that positive impact that has across the organization as a whole. So yeah, we've found a nice cadence and a rhythm that works for us. So, if it ain't broke, don't fix it.
Chloe Hall:
Yeah.
Caitlin Mackie:
Is that what they say? Is that the saying?
Chloe Hall:
I don't know. I think so, but let's just go with it. [inaudible 00:19:02], don't fix it.
Caitlin Mackie:
There we go. Yeah.
Chloe Hall:
You can quote Caitlin Mackie on that one.
Caitlin Mackie:
Quote me on that.
Chloe Hall:
Okay, Caitlin. Well, there's just one final thing that I want to address today. I thought end of the podcast, let's just have a little bit of fun, and we're going to do a little snippet of Caitlin's hot tip. So, for the audience listening, I want you to think of something that they can take away from this episode, an action item that they can start doing within their teams today. Take it away.
Caitlin Mackie:
Okay. Okay. All right. I would say always have the retrospective. Don't skip it. Even if there's minimal items to discuss, new things will always come up. And you have to regularly provide ways for the team to share their thoughts. And I'll leave you with, always promote positive dialogue and show value and appreciation for team ideas and each other. That's my-
Chloe Hall:
I love that.
Caitlin Mackie:
That's my hot tip.
Chloe Hall:
Thanks, Caitlin. Thanks for sharing. I really like how you said always promote positive dialogue. I think that is so great. Yeah. Well, thanks, Caitlin. Thanks for jumping on the podcast today and-
Caitlin Mackie:
Thanks, Chloe.
Chloe Hall:
Yeah. Sharing your team's experience with retrospectives and new cross functional team. It's been really nice hearing from you, and there's so much that our audience can take away from what you've shared with us today. And I hope that we've truly inspired everybody listening to get out there and implement the team retrospective on a regular basis. So, yeah, thank you.
Caitlin Mackie:
Thank you so much, Chloe. Thanks for having me. It was fun, fun to be on this side. And I hope everyone enjoys this episode.
Chloe Hall:
Thanks, Caitlin.
Caitlin Mackie:
Thanks. Bye.
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Transcript
Caitlin Mackie:
Hello everyone and welcome back to the Easy Agile Podcast for 2021. Each episode, we talk with some of the most interesting people in tech, in agile, and in leading businesses around the world to share fresh perspectives and learn from the wealth of knowledge each guest has to share. I'm Caitlin and I'm the Graduate Marketing Coordinator at Easy Agile and your host for this episode. We are thrilled to be back and have some amazing guests lined up this season. So to kick us off, I'm really excited to be talking with Sarah Hajipour.
Caitlin Mackie:
Sarah has so much rich and diverse experience in the agile space. She's an agile coach, a business transformation leader, a project and program manager, and more recently a podcast host and author. She's the jack of all trades and has been in the business agility space for over 10 years. In this episode, Sarah and I chat about the significance of goal setting and in particular goal setting in unpredictable times. We chat about her most recent projects, the Agility Podcast with Sarah Hajipour and her book on Agile Case Studies.
Caitlin Mackie:
And of course with International Women's Day coming up, Sarah shared some amazing advice and her thoughts on the way forward for women in agile. She highlighted the importance of raising your hand and asking for help when you need it, as well as embracing qualities that aren't always traditionally thought of in leaders. It was such a thoughtful and insightful discussion. I got a lot of value out of our conversation and received some great advice, and I'm really looking forward to putting into practice. I know those listening will feel the same. Let's jump in.
Caitlin Mackie:
Sarah, thank you so much for joining us and spending some time with me today.
Sarah Hajipour:
Sure. Thanks for having me.
Caitlin Mackie:
So being our first guest for the year, I wanted to ask you about any new year's resolutions. Are you on track? Are you a believer in them or do you have a different type of goal setting process?
Sarah Hajipour:
That's a great question because we discussed this with a couple of friends and we realized new year's resolution is always going to be some kind of like a huge goal that we don't know if we're going to meet it or not. And thinking agile business agility and as an agile coach, I believe in the fact that let's have smaller goals and review them every three months, every six months and see where we at. Instead of looking into huge goals that we don't know what's going to happen because there's always a lot of uncertainties, even in our personal lives regarding the goals that we set up for ourselves. So yeah, that's how I look at it. Quarterly, quarterly personal goals. Let's say that.
Caitlin Mackie:
Yeah. Yeah. I love that. Yeah, I think if the last year has taught us anything, I think we can all agree how unpredictable things can become. So those original goals.
Sarah Hajipour:
That's true.
Caitlin Mackie:
Yeah. The original goals might have to take a couple of detours. So what would be your advice for setting career goals in uncertain times?
Sarah Hajipour:
That's a great question. For career goals I believe it really matters that you do something that you're interested in at least. If you still haven't found your passion, that's fine especially people like young professionals. It's okay if you haven't found your passion yet, but you can still follow a basically career path starting with things that you like to do, kind of you enjoy and you learn through the way.
Sarah Hajipour:
I was listening to one of the fashion icons on YouTube a couple of days ago and the interviewer was asking her, "What was your career path? How did you get to this place you are now?" And I loved what she told everybody, the students, and that was go and find a career, find a job and learn. You first need to learn a lot of skills before you decide what you're actually good at. You decide, you understand what's your weaknesses and your strengths, right? Because not all of us have these amazing ideas all the time and that's fine.
Sarah Hajipour:
I'm not very much pro-everybody has to be a visionary and everybody has to have like big, shiny goals and ideas. I think that's perfectly fine to just find the kind of job that or the kind of career path that you're comfortable with and then sometimes get out of your comfort zone and then discover as you go. Life is to explore, not to just push yourself on the corner all the time and just compare yourself with everybody else.
Caitlin Mackie:
Yeah. I love that. That's great advice. So you've recently added podcast host and author to your resume. Were they always career goals of yours?
Sarah Hajipour:
No, absolutely not. Well, I'm a little bit of an introverted person. So kind of sit in front of a camera even talking and having people hear me was always like, "Oh my God, I know I need to talk about this even with my teams and stuff," but I will do it only if it's necessary. What got me into podcasting was that I figured there's a lot of questions that I'm finding answers when I'm having conversations and meetups and in different groups, professional groups that I'm in. And I wanted other people to hear those as well. I talked to people who have great insights and have been way longer than me in the career. So I'm learning at the same time. And I wanted to share that learning with everybody else. That's the reason I'm doing the podcast.
Caitlin Mackie:
Yeah, that's great. Yeah, I love that. And I think you kind of touched on this earlier, but I think being in the agile space, sometimes it can be a nice reminder for you to have a bit of a focus, but then reflect and understand sort of where to be more effective and adjust accordingly. I know you mentioned that with your career goals, do you think that those agile principles can be applied beyond the usual use case?
Sarah Hajipour:
I do. I believe that it's a very intuitive like agile is a very intuitive way of working and a way of thinking. That's why now it's expanded to other industries. They didn't stay with DevOps and IT and development. It is now a lot of different industries adopting this because it's a mindset change. And just not just using scrum. It's not just using Kanban. It is about understanding how to be able to reflect on and adapt to the faster changes that are happening in the world. And that also applies to our personal lives as well.
Sarah Hajipour:
I mean, I used to have set goals when I was 18-years-old, I'm going to be this at 30, but did they happen? No. In some aspects I achieved much, much more. And in some aspects I just changed my goal. I think the changes that are happening in the world that are more rapid, it demands us to change as well. Yeah.
Caitlin Mackie:
Yeah. Awesome. So just to circle back a little bit there for your podcast just for our audience listening, what platforms can they access your podcast on?
Sarah Hajipour:
I'm on all of the main platforms. I'm in Apple podcasts. I'm in Spotify, I'm in Amazon. Most of the prominent podcast platforms.
Caitlin Mackie:
Awesome. And then just again, for our audience, your podcast is called the Agility Podcast with Sarah Hajipour.
Sarah Hajipour:
That's correct. Yes.
Caitlin Mackie:
Awesome. That's great. What do you think has been the most valuable lesson you've learned from your podcast so far? Is it something a guest has shared or something you've learned along the way?
Sarah Hajipour:
What I have learned, I have learned a lot from the people that I interview because I make sure that I talk to people who know more than me and have been in this field more than me, and in different industries. The main thing I would say is that agile business agility is about mindset rather than the tools and processes. And the fact that the world overall is moving towards a more human-centric way of working.So basically that's why I say agile is more intuitive rather than just following ABCD. Yeah. This is the core, the main thing that that I have learned from my interviewees.
Caitlin Mackie:
Yeah, amazing. You've also started writing a book at the moment. Can you tell us a little bit more about that? How did that project begin?
Sarah Hajipour:
I actually love this project. In this book, the way I actually started writing the book was the book came first and then the podcast happened. I attend a lot of meetups. So for young professionals and even for professionals who are very much skilled in what they do, meetups are great place to meet and expand your network and learn from your peers. So I was attending all of these and I was learning from people. And then I decided I really want to have one-on-one conversations with them. And eventually I figured that a lot of the agile coaches, a lot of executive levels and a lot of consultants, they have a lot to share, but I didn't see any platform that kind of unifies that.
Sarah Hajipour:
I said, "Okay what are the learnings that we can share?" A lot of the mistakes because of the meetups groups, people feel safe to share and be vulnerable. And I was in multiple meetups so I heard very similar stories from people, the mistakes that have been repeated by a coach somewhere else. So I thought that'd be a great idea to put these in agile cases. So it's going to be Agile Case Studies and share it with everyone so. Especially the young coaches or stepping into the business, there's a lot of unknowns. I don't want them to be afraid. I don't want them to think, "Okay, this is a huge task." There's always going to be a lot of unknowns.
Sarah Hajipour:
Yes, I just see that. I kind of want to give that visibility that everybody else is experiencing the same, even if they have 25 years of experience, which is amazing, right?
Caitlin Mackie:
Yeah.
Sarah Hajipour:
And that's the reason I started writing the book. So I interview with agile coaches and agile consultants that have been around at least five to 10 years and led agile transformation projects. And then from there, one of my interviewers once said, "You should do a podcast. I like to talk about this too." I'm like, "This is great" and that was like the week after I was like running around looking for tools to start my podcast.
Caitlin Mackie:
Oh, amazing. Sounds so good. What's the process been like? How have you found from ideation to where you are now, and then eventually when you're publishing it?
Sarah Hajipour:
For the podcast?
Caitlin Mackie:
For the book.
Sarah Hajipour:
For the book, so I go to these meetups and I listen to what's the coaches and the executives are sharing. The ones that are exciting for me are kind of a new for me, I will ask them, I connect with them over in LinkedIn and people are so open to sharing their experience with you. I've never had even one person said to tell me, "No, I don't want to talk about this or anything." People want to share. So I approach and I say, "Hey, I have a book outline or guideline. It's a two pager." I send it to them and I asked them if they are interested to talk to me about this and they let me know and then I'll select a time.
Sarah Hajipour:
And first session, it's like a half an hour. It's a kind of a brainstorming session. What are the key cases that they feel they want to share? Then we pick one and the session after that, they'll actually go through the case with me. I record it, draft it and then share it on Google Drive back and forth until we're happy with the outcome.
Caitlin Mackie:
Yeah. Awesome. Do you have a timeline at the moment? When can we expect to be able to read it?
Sarah Hajipour:
I'm looking forward to around the end of 2021, because it's 100 cases and I think that I'll have that.
Caitlin Mackie:
Yeah. Awesome. It's so exciting. Lots to look forward too.
Sarah Hajipour:
Thank you.
Caitlin Mackie:
Now, I also wanted to touch on International Women's Day is coming up and you've been in the agile space for a few years now. I assume you've probably witnessed a bit of change in this space. Have there been any pivotal moments that have sort of led to where you are today?
Sarah Hajipour:
Well, I think that a lot of women are being attracted to the agile practice, the different agile roles. And I have seen a lot more women as scrum masters, as product owners and as agile managers or agile project managers. A lot of different roles are being kind of flourishing in this area. And I've seen a lot of women contribute. One my goals actually in my book and on my podcast is to be able to find these women and talk to them regardless of where they are in the world. Yeah, I just feel that women can grow really in this area in the agile mindset, because women are more the collaboration piece.
Sarah Hajipour:
I can't tell we're less competitive. I haven't done research on that, but I have discussed it with people. Do you think that women are more collaborative rather than competitive? Because competition is great, but you need a lot of collaboration in agile and a lot of nurturing. You need to have that nurturing feeling, the nurturing mindset, that's what a scrum master does. One of the key characteristics of a scrum master has to be they have to have this nurturing perspective to bring it to the team.
Caitlin Mackie:
It's funny you mentioned because I actually have read some stuff myself about women typically possessing more of that open leadership style and that open leadership seems to complement the agile space really nicely so.
Sarah Hajipour:
That's exactly, yeah.
Caitlin Mackie:
Yeah. Yeah. That's great and I think there's lots that we can take from that, open leadership and the direct leadership. So men and women coming forward and finding that middle ground and yeah, I feel like agile is a great space to do that in?
Sarah Hajipour:
Yeah, I totally agree. Yeah.
Caitlin Mackie:
Yeah, yeah. So what drove your passion? I guess what made you want to pursue a career in this space?
Sarah Hajipour:
I love the collaboration piece and I love the vulnerability because like people are allowed to be vulnerable and in the teams that they work in. And it is a culture that is more human rather than super strict. We're not allowed to make mistakes. We're not allowed to be wrong. Leaders are supposed to know everything right off the bat. But in reality, that's not the case. Leaders have to feel comfortable not knowing a lot of things that are not even known. But a lot of times I always say we're in the unknown unknown zone. And in that zone, even leaders are not supposed to know everything.
Sarah Hajipour:
So a lot of it starts with what are the other things that I learned from my interviewees is that it all starts with the leadership. So the agile transformations, the leaders have to first create that atmosphere of collaboration and of trust and psychological safety among themselves. And then only then they can help with teams to be able to thrive in those kinds of atmospheres as well.
Sarah Hajipour:
Women in agile and women in leadership. I like to say and what I see is a lot of men and women both that are changing their perspective from process of tool-centric to people-centric because it works better for everyone. And I see change really happening in all industries. I see it in retail. I see it in construction, obviously in IT, in finance system. And there's men and women like hand-in-hand trying to kind of embrace this way of thinking and this way of working.
Sarah Hajipour:
And women are being more comfortable to grow and kind of raise their hand and say, "Hey, I can make each page. I can take this role" because they understand because they bring that psychological safety that women for ages, it has been a workplace has been something that was mostly men and we're gradually getting into the workforce or the business world as females. So that psychological safety has allowed women to raise their hand and grow in different roles and leadership roles obviously.
Caitlin Mackie:
Yeah, yeah. I couldn't agree more. Has there been any resources or networks, things like that that have helped you along your journey?
Sarah Hajipour:
Learning from everybody else like creating a network, expanding my network to kind of coming in and saying, "Hey, I don't know. I want to know." There is all of these amazing things that are happening. I like to understand how this works and I remember it was one of these founders. Who's the founder of Apple? Oh my God. Don't tell me.
Caitlin Mackie:
Steve Jobs.
Sarah Hajipour:
I love this quote from Steve Jobs that says, "There has never been a time where I asked for help and people didn't help me." So just raise your hand and say, "I need help." And what does that help that I need? I need to know about this. What does it mean? What does scrum mean to you? How does it work in your industry? How does it work? And really I think that was the key for me up until now to connect with people and just be vulnerable and let them teach me.
Caitlin Mackie:
Yeah. I think my next question would be about how do we amplify that diverse and empowered community of women and our job in increasing the representation of women in agile? And yeah, what do you think is key to achieve a supportive and enabling environment?
Sarah Hajipour:
What I have seen and realized is that women really need to be and are being more supportive of each other. There was a study in HBR, Harvard Business Review in 2016 that said, "If there is only one woman in the pool of the interviewees, there's a zero chance for that woman to get the job, even if she's the best." So this calls for not which women are actually working great on that. Not being the queen bee, but also engaging and including other women. Because the more women in different roles, the more we are going to be receptive in those communities. That I think is a key that we understand that and support each other, help each other, build the communities around it.
Sarah Hajipour:
There is a community Women in Agile that is in different cities and different parts of the world that I'm a member of as well doing a great job. It's not just women actually in those groups. I see men participating as well, but it's predominantly women are trying to give each other insights from all aspects of the agile practices, the agile ways of working and stuff. Yeah.
Caitlin Mackie:
Yeah. So I think what's the way forward? I guess what's your prediction for women in agile? What do we need to do to continue that momentum?
Sarah Hajipour:
I think women will do great in anything and everything they put their minds in, regardless. We're human bottom line and we all have this potential to be able to grow in whatever we put our mind and heart on, regardless of our gender. So I would love for women to kind of be able to get that holistic perspective that regardless of their gender, they can do anything and they are, we are.
Sarah Hajipour:
We read about other women who have been successful in the fields of business that you felt that probably women can't do like women astronauts. There are women physicists. Women engineering leads and all of these that have been less common. The world is changing for the better and that's great.
Caitlin Mackie:
Yeah, yeah. I absolutely love that
Sarah Hajipour:
It's a great time to be alive.
Caitlin Mackie:
Yeah. That's exciting. Yeah, exactly.
Sarah Hajipour:
Yes.
Caitlin Mackie:
Yeah. I definitely think that we are beginning to see a huge increase and the visibility of female role models across so many industries. So it's great to have that. But Sarah, this has been such a great conversation. I wanted to finish with a final question for you and that was if you could give one piece of advice to women just starting their career in their industry, what would it be?
Sarah Hajipour:
I would say maybe the best advice that I can give is that we do have the power. And we need to look, number one, beyond gender and kind of have that belief that we can do anything that we want. And second is don't be shy to open up and build your community like build a community, join a community of agile practitioners of agile coaches, even people, specifically people who know more than you.
Sarah Hajipour:
And don't be afraid to ask help. Don't be afraid to say, "Hey, I'm new to this and I love to learn from you guys." Don't be afraid to put yourself out there and you're going to learn a lot that you wouldn't even expect. Just like you're going to get the result so you're going to hear things beyond what you've expected. There's a lot to human potential that could be unleashed when you just put yourself out there and let others contribute to your growth.
Caitlin Mackie:
That's amazing. That's great advice, Sarah. Loved every minute of our conversation. So thank you so much for joining me today. I really appreciate it.
Sarah Hajipour:
My pleasure. Thank you so much for having me.
PodcastEasy Agile Podcast Ep.10 Kate Brodie, Director of Digital AI and CCAI Program at Optus
"It was great chat about Kate's experience working in an agile environment, and learning what artificial intelligence looks like at Optus"
Kate shares her experience of an agile transformation at Optus and the incredible impact it has had on the company. Delivering faster & enabling a sense of ownership & accountability amongst teams.
Kate also shares some great advice from embracing hybrid roles throughout her career, a gentle reminder to never put limits on yourself and adopting a “no risk no return” mentality.Be sure to subscribe, enjoy the episode 🎧
Transcript
Hayley Rodd:
Well, thank you for joining us here on the Easy Agile Podcast. Here in Wollongong things are a little different from when we last had a chat. We've since been put into lockdown as part of the Greater Sydney region, but I'm delighted to bring you this podcast from here in Wollongong. And also it maybe helps ease some of those lockdown blues that you might be suffering if you're in the same part of the world as I am today or if you're in another part of the world that is maybe in the same predicament that we find ourselves here in Wollongong in. So, I'd like to introduce myself. So my name is Hayley Rodd and I am the product marketing manager or one of the product marketing managers here at Easy Agile. And I have a great guest today, an old friend of mine but before we kick off with the podcast, I'd like to say any acknowledgement of country.
Hayley Rodd:
So here at Easy Agile, we acknowledge the traditional custodians of the land where we work and we live. We celebrate the diversity of Aboriginal people and their ongoing cultures and connections to the land and waters of New South Wales. We pay our respects to elders past, present and emerging and acknowledge the Aboriginal and Torres Strait Islander people and their contribution to the development of this tool. And now, to our guest, Kate Brodie. Kate is an old friend of mine from here in The Ngong or Wollongong if you're not from this region. And has been very successful in her pursuit of a career in technology. So a little bit about Kate. Katie is the director of digital AI and CCAI programs at Optus. Kate is now based in Sydney, Australia and is a leader in AI, digital and new emerging technology. Katie is responsible for Optus's AI, digital, portfolio and chapter working in an agile environment every day today.
Hayley Rodd:
Kate leads the development of new products to take to market and scale routines in an agile environment advocating for build, measure, learn culture. Most recently, Kate has been in charge of leading an enterprise first to market API consulting chatbox in Australia, compatible with Google Home. So obviously Kate is an extremely impressive person and I wanted to chat to her today about her career and also her role in the Agile team. But beyond that, I wanted to touch on women in technology and leadership, something that Kate has spoken about recently with Vogue Australia. So, thanks so much to Kate for joining us today. And I can't wait to share some of the advice from the lessons that Kate has learned through her career. Thank you so much for joining me today, Kate. It's really wonderful to see you. So could you tell me a bit about, I guess what your day-to-day looks like when you're at the office?
Kate Brodie:
Yeah, thank you for having me. My day-to-day is quite varied. I would say that in my role, I'm very lucky to work with lots of different people, engineers, designers, business people, marketers and more recently a lot of different partners including Google. So, a lot of my day is working between different groups, strategically thinking about how we're going to continue to create a particular vision and future together for our customers. And then parts of it are related more to the technology and how we're ensuring that we've got our teams performing at a level that will allow us to meet those goals. And yeah, day-to-day, I'm talking to a lot of different.
Hayley Rodd:
So, when we were chatting just before we started recording, you were telling me a little bit about your start in marketing and now you've moved over to technology, can you tell me a little bit about how you don't want people to feel pigeonholed, I guess in their careers or in their career path?Kate Brodie:
Yeah, absolutely. I really believe that anyone can get into anything if they put the effort behind it. And so I really think that no one should ever put limits on themselves. For me, it was partly because I was surrounded by really great people who supported me in trying lots of different things. And I think the way in which you build your confidence and start to move between different disciplines is by getting your hands dirty and just having a crack. So, I think it's important particularly and in this day and age for people to be open and not really put strong defined titles on themselves so that they do have a sense of freedom to kind of move around and try different roles because ultimately what is available today is probably going to look very different in 30 years time so... Yeah.
Hayley Rodd:
And do you still consider yourself a marketer or are you something, hybrid? What are you now?
Kate Brodie:
I would say that I am a technologist. I think that it requires the ability to have a bit of a marketing brain because you need to know how you're going to apply it in order to make a real impact, whether that's for customers, employees or commercially. But definitely with a strong kind of technology digital focus now, I wouldn't say that I would be purely seen as a marketer these days, but definitely it's about having that broad skill set and I think marketing's critical to being able to create great products.
Hayley Rodd:
Perfect. So, when I think of AI, I think of self-driving cars, someone who is very new to the technology industry myself. Could you unpack, I guess what AI means for Optus?
Kate Brodie:
Mm-hmm (affirmative). I think that what you've just said is shared by many. Artificial intelligence is just such a broad concept and it really is related to creating intelligent machines that can ultimately perform tasks or imitate behavior that we might consider human life. And so that can range from really narrow experiences like reading a brochure in a different language using AI to kind of rate it in the language that you can understand to kind of these macro experiences like you've just described with self-driving cars and completely changing the way that we travel. So, I think that AI is such a broad term where it will mean different things for different groups. At Optus, it's about creating lasting customer relationships with people and allowing them to connect with others. And so where we use AI in a variety of different places, it can be in our products themselves.
Kate Brodie:
So for instance, we just recently launched a really amazing product called Call Translate. And that's where in the call you can actually interact with people in different languages on that same phone call so breaking down those communication barriers that have existed before. So that's super exciting. And then there's other places where we're using it, for instance in our sales and service functions that we can more easily automate the simple tasks and give more time to our people to grow and create those types of relationships with our customers. So, we're using artificial intelligence in many different ways, but I think it's really exciting in everything that we do, it's more driven towards how can we create a better customer experience. It's not about the technology in of itself, which is what I really like about it.
Hayley Rodd:
Yeah. Nice. And it sounds like that that call translation would just... Could have so many applications and have... I'm even just thinking about in this COVID circumstance we... You're trying to get a message across to people to stay home and all those sorts of things like... Wow. Okay.
Kate Brodie:
Yeah. And there are some beautiful stories of people who are not able to go home with their young kids, travel home to their countries where their families are. And so they can have the grandkids talking to the grandparents more easily as they are learning different languages. So, it's really cool.
Hayley Rodd:
Wow. That's beautiful. So, in your title, there is, I, maybe assume it's an abbreviation, but it's somebody that says CCAI. Could you tell me what that is?
Kate Brodie:
CCAI stands for Contact Center Artificial Intelligence and it's actually a program of work that is used increasingly by different industries and refers to a particular product that Google is working with companies on. And so it's about re-imagining your contact center. So traditionally today banks, telecommunications companies, big organizations with lots of customers have a lot of customers that contact us regularly. And so this is a way of actually, how do we use AI to increasingly get to a point where you don't need to reach out to us but instead we're reaching out to you to better optimize your experiences with us. So, that's a little bit more of a program piece that's attached to my title at the moment.
Hayley Rodd:
Wonderful. So, prior to your current role, we're just going to get into the Agile space, which I know you seem extremely excited about at Optus and it's had some, I guess will be changes in the... Or it has some... Helped some massive changes at Optus. Before your current role what was your experience with that job?
Kate Brodie:
My current role and my experience with Agile has evolved. So, a couple of years ago, we rolled out Agile at a very large scale across our enterprise. So previously we had been using Agile in our IT teams for software development, but we actually started to roll out agile for product development. And I originally started as a product owner. So I was given a goal around creating a chatbot from scratch that would be supporting our teams. And with that, our Agile transformation involved breaking down the silos of divisions. So functional divisions. We started to merge into cross-functional squads and our squad was given the autonomy and the ownership to take on a particular initiative, and in my case, it was chatbot. And so I've actually experienced multiple roles within Agile including as a product owner and as a chapter lead, which was where I looked after a particular craft of people who run across multiple squads in Agile.
Kate Brodie:
And now more recently, I've got squads that are working within my area to produce these products and these outcomes for us. My experience with Agile has been brilliant. The amount of impact that it's had on our company is incredible. So, over the last couple of years, and this is pre COVID, we had a big target around moving towards a really digital led experience. And so we've seen our customers who used to choose digital around six...
Kate Brodie:
Around 65% of our customers would choose digital a couple of years ago and now it's more like 85%. So these big swings have come as a result of, I think, breaking down those silos and working in a more Agile way. Just on that I think what I like about Agile is that it's not about showcases and stand ups, it's actually about the culture that Agile allows for. So I think it allows for a lot more ideas and innovation because you have this mix of people who didn't traditionally sit with one another being together. And then also you can just deliver faster because you can cut through a lot of noise by working together. And the last piece I think is definitely that ownership and accountability for driving an outcome as opposed to delivering a piece of the puzzle, I think, yeah, Agile's been massive for us.
Hayley Rodd:
So, and you said that it was a big roll out across the organization. So does that mean that everyone within Optus works within an Agile framework or is there still sections that I guess don't employ Agile.
Kate Brodie:
There are areas of the business that aren't completely agile at this point in time. And I think they are areas of the business that makes sense. So sometimes in research and the like, you need to have a bit more freedom to sit back and ideate, although they would adopt principles of Agile so that they time box ideas and the like. From a delivery perspective, most of the organization has transformed into Agile delivery.
Hayley Rodd:
Wow. So it sounds like your customers would be seeing a lot of value from the organization transforming to Agile. You said before that there was a lot of people in your life who allowed you to do things you felt confident in your ability because I guess they helped you get there. So, has there been a mentor that I guess you look back on in your career or even now that has had an impact on where you are?
Kate Brodie:
I think that I've had a lot of different people who have been my mentor at different stages and who I would call upon now. So, I like to probably not have one mentor, but sort of look at the variety of people and their different skills and take a little bit of this, take a little bit of that, learn from this person on a particular area. There have definitely been some people who stand out. And so, early on one of the things that was really useful for me was being supported by a particular general manager who basically sort of pushed me into digital and technology and sort of, I was just very fortunate that he believed in me and said, "Now, you can run this area." I had never really been exposed to it. This is 10 years ago when digital was still sort of seen as more of a complimentary area as opposed to core, to a business.
Kate Brodie:
And by him supporting me in having a go at everything that's been... That's actually one of the most pivotal moments I would say in my career very early on that that's really led the way for me to increasingly get into the area that I'm in today. And along the way, obviously, there's been many people who have made a huge contribution to where I'm at and they're both in my career, but also outside. So, people that you play sport with people that you just have, that you share different stories with, I think that often you take a little bit from everyone and hopefully you give back something to those people too.
Hayley Rodd:
Yeah, I'm sure you do. So, is there any... Looking back on all those people that you've had throughout your life who have helped you get to where you are, is there a piece of advice that might have stuck with you that you could share with us?
Kate Brodie:
There's lots of different advice. I think one of them is, no risk no return. I really do think that you have to have a crack, you have to put yourself out there. The things that always been the most satisfying experiences have been by having a go at something that I hadn't done before. So I think no risk no return is something that I definitely subscribe to. And then in terms of some practical advice, particularly as a female, I think in your career, something called the assumptive close, which is a sales technique, around almost not asking if someone would like something but sort of implying that they would. I actually would say that I use that technique not to necessarily directly sell to someone, but in everything that I do and I would really encourage most people to use it. It was some early feedback in my career and it's been quite useful along the way.
Hayley Rodd:
Yeah. [inaudible 00:18:51] after working in real estate for a little while, I think a lot of real estate agents also assume the sale. So, and it just it... I think it can help with the confidence and going in there and I guess almost putting yourself in a position of power in the conversation when you assume you've got this in the bag. So yeah, it probably comes naturally to some people more than others, myself included, but I would struggle with that, but that's a really good piece of advice. So yeah, I'm sure that it will be helpful for a lot of people who are listening to the podcast now. So what about... What's your proudest moment as a leader there at Optus so far? I know that you're in Vogue recently. That's an amazing moment. And as a person who's known you for a really long time, that was a proud moment for me to see someone that I'd known do that, but for you, what's the proud moment?
Kate Brodie:
[inaudible 00:19:58] I think probably my proudest moment is when I've launched something large. So recently we launched a large piece of technology that will change the experience for our customers, but it wasn't as much the launch as it was looking around me and seeing the people that are there with me doing it. And there are quite a few amazing people that I get to work with. And having sort of started with a few of them in the early days, a few years ago, where we were sort of spitballing ideas and we had no products to now having large products that make a real impact to Australian consumers and to our business. It's those moments where it's actually the team around you that it... I'm most proud of. It's just the high engagement and the drive and the culture that we've created where people want to work in this area and we all enjoy creating these experiences together. So I think definitely I'm most proud of the team culture and environment that we've set.
Hayley Rodd:
Yeah. Sounds amazing. We're lucky enough here at Easy Agile to have, I guess the same... A culture that you can be proud of as well, so, I can understand how it can be something that makes a huge impact every day. So, we're getting close to the end of our time together, but again, I guess I wanted to touch on a bit of gender diversity. So how does gender diversity benefit technology companies? What do you think?
Kate Brodie:
I think diversity in general is going to benefit any business and particularly technology businesses, because it's imperative that you have a representation of the population and the people that will use your technology and the experiences that you're trying to create. So I think that it's only by ensuring that we are tapping into the entire talent pool, that we can represent people and represent customers, but also we're going to get the best ideas. And so that's gender diversity but also culturally and in every sort of facet, the more that we can tap into the entire talent pool, the more we'll create better experiences, better technology, solve more of the world's problems and capture more opportunities.
Hayley Rodd:
Mm. Fantastic. And last question, what advice would you give a young woman hoping to enter the technology industry or a technology company?
Kate Brodie:
I would say go for it. I would say don't ever put limits on yourself and speak up, learn as much as you can and get your hands dirty because it's through that kind of confidence... Oh, sorry. It's through working with lots of different people and creating things with people from scratch that you'll gain your confidence as well. And always ask, don't sit there waiting for someone to sort of tap you on the shoulder, ask for that new opportunity, ask for the salary increase, ask, it won't hurt. I promise.
Hayley Rodd:
That's a good advice. What's the worst they could say?
Kate Brodie:
No, exactly.
Hayley Rodd:
No, yeah.
Kate Brodie:
Yeah. And that's why.
Hayley Rodd:Or they might say yes. And then that's awesome too. Okay. Well, thank you so much, Kate, for your time. That was really wonderful. It was wonderful to catch up, but it was also wonderful to hear from someone who's so young in their career, has... But has also done so much and who has reached some amazing goals, has a team behind them. And I think that there's so many people who will watch this, myself included, who will learn a lot from you. So I really appreciate your time. Thank you.