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

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

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

In this episode, we spoke about;

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

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

Transcript

Chloe Hall:

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

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

Yeah.

Caitlin Mackie:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

And I can relate, same personality.

Caitlin Mackie:

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


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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Caitlin Mackie:

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

Chloe Hall:

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


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

Caitlin Mackie:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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


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

Caitlin Mackie:

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

Chloe Hall:

Yeah.

Caitlin Mackie:

To celebrate all the wins always.

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

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

Caitlin Mackie:

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


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

Chloe Hall:

Yeah.

Caitlin Mackie:

Is that what they say? Is that the saying?

Chloe Hall:

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

Caitlin Mackie:

There we go. Yeah.

Chloe Hall:

You can quote Caitlin Mackie on that one.

Caitlin Mackie:

Quote me on that.

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

I love that.

Caitlin Mackie:

That's my hot tip.

Chloe Hall:


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

Caitlin Mackie:

Thanks, Chloe.

Chloe Hall:

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

Caitlin Mackie:

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

Chloe Hall:

Thanks, Caitlin.

Caitlin Mackie:

Thanks. Bye.

Related Episodes

  • Podcast

    Easy Agile Podcast Ep.35 Jeff Gothelf on Customer-Centric OKRs, Goal-Setting, and Leadership That Scales

    TL;DR

    Jeff Gothelf, renowned author of "Lean UX" and "Who Does What By How Much," discusses the evolution from output-based work to outcome-focused goal setting with OKRs. Key insights: Teams need to shift from "we're building a thing" to defining success as "who does what by how much" – meaningful changes in human behaviour that drive business results; the biggest barrier to agile ways of working is that people get paid to ship features, not deliver value; leaders should change their questions from "what are you building?" to "what are you learning?"; psychological safety is critical – teams need to feel safe admitting when something isn't working; start small by simply asking "what will people be doing differently when we ship this?"; rename teams around outcomes (mobile revenue team) rather than outputs (iPhone app team); proactive transparency through weekly three-bullet-point updates builds trust with leadership. Bottom line: OKRs, when done right, are the "Trojan horse" that enables all other agile practices to succeed.

    Introduction

    For years, agile practitioners have championed better ways of working – Lean UX, design thinking, continuous discovery, customer centricity. Yet despite widespread adoption of these practices, many teams still struggle with the same fundamental problem: they're rewarded for shipping features, not delivering value.

    In this episode, our CEO Mat Lawrence sits down with Jeff Gothelf to explore how this misalignment of incentives undermines even the best agile practices, and why customer-centric OKRs might be the missing piece that makes everything else click into place.

    Jeff Gothelf is a renowned author, speaker, and consultant whose work has shaped how product teams approach collaboration and customer-centricity. Along with co-author Josh Seiden, Jeff wrote "Lean UX," which revolutionised how designers work in agile environments. Their follow-up book, "Sense and Respond," helped leaders understand how to manage in software-based businesses. Their latest book, "Who Does What By How Much," tackles the thorniest problem yet: how to align incentives and goals with customer outcomes.

    This conversation traces Jeff's journey from helping designers work better in agile teams, to helping leaders create the conditions for success, to finally addressing the root cause – the goals and incentives that determine what gets celebrated, rewarded, and promoted in organisations. It's a masterclass in shifting from output thinking to outcome thinking, with practical advice for both team members and leaders navigating this transformation.

    About Our Guest

    Jeff Gothelf is an author, speaker, and organisational consultant who has spent over 15 years helping companies build better products through collaboration, learning, and customer-centricity. His work focuses on the intersection of agile software development, user experience design, and modern management practices.

    Jeff is best known as the co-author (with Josh Seiden) of three influential books that have shaped modern product development practices. "Lean UX" (now in its third edition) began as a guide for designers working in agile environments but has evolved into a comprehensive framework for cross-functional collaboration and risk mitigation in product development. The book's core principle – moving from deliverables to outcomes – has influenced how thousands of teams approach their work.

    Following "Lean UX," Jeff and Josh wrote "Sense and Respond," a book aimed at leaders and aspiring leaders. It makes the case that the overwhelming majority of businesses today are software businesses, and that managing software-based businesses requires fundamentally different approaches to team structure, management, and leadership. The book provides a roadmap for creating organisations where teams can actually practise the collaborative, customer-centric approaches described in "Lean UX."

    Jeff's latest book, "Who Does What By How Much," represents the natural evolution of this work. After years of helping teams work better and leaders manage differently, Jeff and Josh identified that the real barrier to change was incentives and goals. Teams kept saying, "That's great, Jeff, but I get paid to ship features." This book tackles that problem head-on, showing how to use objectives and key results (OKRs) to create customer-centric goals that align with – rather than undermine – modern ways of working.

    Beyond his books, Jeff has also authored "Forever Employable" and "Lean vs Agile vs Design Thinking," and he regularly speaks at conferences and consults with organisations on product strategy, team effectiveness, and organisational transformation. His approach is characteristically practical and rooted in real-world experience, making complex concepts accessible through clear frameworks and relatable examples.

    Jeff's work continues to evolve as he helps organisations navigate the challenges of building products that customers actually want and need, whilst creating work environments where teams can thrive.

    Transcript

    Transcript

    Note: This transcript has been lightly edited for clarity and readability.

    Why Write Another Book? The Journey from Lean UX to OKRs

    Mat Lawrence: Well, Jeff, welcome. I'm Mat Lawrence for our audience. I'm COO at Easy Agile, and today I'm talking with Jeff Gothelf, who is the renowned author, speaker, and consultant. You've written a good few books, Jeff. I've been looking through the list – Lean versus Agile versus Design Thinking, Forever Employable, and co-authored a few. The latest one being "Who Does What By How Much," and I was just telling Jeff in the intro here how you've managed to get across a lot of the things that I care about when trying to build teams and get them to understand OKRs. I've already given it to a few people and I'm definitely going to be giving it around. So, Jeff, welcome.

    Jeff Gothelf: Thank you so much, Mat. That's very kind of you on all of that stuff. I appreciate it. Thanks for having me.

    Mat: I'd love to cover a little bit around the book and the concept you're trying to get across. So I suppose the first question I have is what problem are you hoping to solve with the book? Why did you write it?

    Jeff: It's really interesting. I wrote a blog post about this a while back because somebody challenged me on LinkedIn – and I appreciate a good challenge. They said, "How can you write about all this stuff? There's no way you know enough about each one of these topics to write a book. You're spreading yourself way too thin."

    I thought that was a really interesting challenge. No one had ever asked that question, and it got me thinking. The answer that I came up with is that this book, "Who Does What By How Much," and it's a conversation about customer-centric objectives and key results, is the natural evolution of the work that Josh Seiden and I have been doing together for more than 15 years.

    "We started with Lean UX, and Lean UX was a solution for designers helping them work more effectively in agile software development environments. The response to that book was, 'That's great, Jeff and Josh. We'd love to work this way. My company won't let me work this way.'"

    So we wrote "Sense and Respond," which was a book for leaders and aspiring leaders to inspire them to manage differently, to recognise that the overwhelming majority of businesses today are software businesses, and that managing software-based businesses is different.

    As we began to work with that material and talk about that, we kept bumping up against the same ceiling, and that ceiling was incentives and goals. No matter how hard we tried to convince people to be customer-centric, to learn continuously, to improve continuously, to work in short cycles, they said, "That's great, Jeff. But I get paid to ship features."

    The goal, the measure of success, was shipped – preferably on time and on budget. That's what got celebrated and rewarded, incentivised and promoted. It was in the job descriptions and all that stuff. So it felt like we were really fighting a losing battle.

    Objectives and key results has been gaining momentum for the last decade or so. To us, that felt like the perfect Trojan horse – and I know Trojan horse has a negative connotation, but I don't think of it in this case as a negative thing. It was the perfect way to have a conversation about goals in a customer-centric fashion that, if applied in the way that we describe in the book, would enable everything else that we've done to happen more easily.

    "What Will People Be Doing Differently?" – The Question That Changes Everything

    Mat: I love the evolution of it, Jeff. I've been working in tech now for about 15 years. Prior to that, I used to work in the arts and special effects, which in itself is a very agile industry where you're constantly building prototypes and figuring out what things need to do before they go on stage or be filmed.

    When I entered into the tech world as an inexperienced founder and product developer, I was designing to solve problems, and I found the teams I was working with responded really well to that. "What are we trying to do? What are we trying to get here?" They used to give me feedback all the time on whether I was helping them see far enough ahead with the value we're actually trying to deliver.

    When I joined Atlassian in 2014, when we were introducing OKRs there, I think we were facing a problem that you described really well in the book, which is around people focusing on shipping their to-do list. They have a backlog that is predefined, full of great ideas, and they really want to get it out the door. Trying to change that conversation to be around "how do we know if this is any good?" – the answer was we just don't know.

    I'd love to touch on how have you guided teams to move from that more traditional output-based metrics and shipping into that outcome approach? Maybe you could give an example of where that shift has led to some significant success.

    Jeff: Sure. The title of the book is "Who Does What By How Much?" Overwhelmingly, the teams that we've worked on and with over the years have focused on delivering output, making stuff. The question that we tried to get them to understand is: if you do a great job – let's say when – when you do a great job with this feature, how will you know? What will people be doing differently?

    That's the question that starts the mindset shift from outputs to outcomes. Outcomes, the way that we describe them, is a meaningful change in human behaviour that drives business results. The human that we're talking about is the human that consumes the thing that you create.

    "The question is how will you know you delivered value to that human? Traditionally, it's been like, 'Well, we made the thing for them. There it is.' We made the Sharpie. Terrific. Did anybody need a Sharpie? Anybody looking for a Sharpie? How do we know? What are people doing now that the Sharpie is out there?"

    The mindset shift starts with that question. Even in an organisation that just doesn't get this yet, it's a really safe question. I think it's a safe question to say, "Okay, we're gonna build the thing. What do we expect people to be doing differently once we ship this thing?" And when I say people, let's get specific about who. Which people? Who?

    This is the evolution of the book title and how we teach this stuff. So what would people be doing differently before we start? Which people? Who? Okay, it's accountants in large accounting firms. Great. When we ship this new system to them, what are they gonna be doing differently than they're doing today? Well, they'll be entering their data more successfully and finishing their work in half the time.

    Terrific. What are they doing? Who does what? And how much of that do we need to see to tell us that this was actually valuable? Well, today they're seeing at least a 30% error rate in data entry. Okay, great. What's meaningful? What's a meaningful improvement? If we cut that in half, that's a meaningful improvement. By how much?

    All of a sudden, we've constructed the success criteria that has moved the team away from "we're building a thing" to "accountants in large accounting firms reduce their data entry errors by 50%." Who does what by how much. That begins the mindset shift in that conversation in a safe way because we're not saying let's set new goals, let's rewrite our incentives. We're just saying, "Look, I'm just asking a question."

    Then once we start to build stuff, and especially once we start to ship stuff, you remember that conversation we had three months ago? We talked about who does what by how much. Is it happening? Do we know? Can we find out? And if it isn't, let's figure it out.

    The Non-Profit That Changed Their Approach - From One Million Buses to Ten Iterations

    Jeff: I'll give you an example. There was an organisation I worked with – I really loved working with them. They were a non-profit organisation that was looking to address major diseases in the developing world. They had three or four very specific diseases that they were targeting in very specific locations around the world, and I was thrilled to be working with them and helping them.

    They managed everything with a task list. They were like, "We're gonna create this campaign and we're gonna put it on buses in China." And I was like, "Okay. How do you know that? So what? If the campaign works, what will people be doing differently?"

    "Well, they'll scan the QR code that's on the bus."

    "Okay, alright. And then what?"

    "They'll sign up for an appointment to get a cardiovascular check."

    "And then what?"

    "For those who need actual care, they'll sign up for care."

    "All of a sudden, we've taken 'put an ad campaign on a bus' to 'who does what by how much.' When we started to think about it that way, they fundamentally were rethinking the level of effort."

    Because you might imagine, it was going to be one million buses and hope that it works. Instead, they decided, "Hey, we're gonna do 100 of these in one locality, and we're gonna give it a week, and we're gonna not only see what happens, but find out if people saw the ad, if it speaks to them, if they understood what it said. Then based on that learning, we're gonna iterate on the campaign."

    So instead of getting one giant shot at this advertising campaign to drive people to take better care of themselves, now they're gonna get ten iterations. I think that was massively impactful in helping that organisation do better work and help more people.

    Mat: I love how you're bringing that back to the experimental and iterative approach that people so often want but really struggle to get to. I've seen so many occasions where OKRs end up describing something that takes three, four, five months to build and ship, and they're only trying to measure the big outcome at the end, whereas what you're talking about there is breaking it down, making it far more iterative and experimental.

    Jeff: Reducing your risk. Imagine this organisation had, let's say, £100,000 for this campaign. Traditionally, they would spend that whole hundred grand and hope. The reality is there's no need to do that. They could spend 10 and learn and do a better job with the next 10 and a better job with the next 10, and if they've de-risked it enough, take the last 50 and dump it on the thing that you've actually validated.

    It's a de-risking strategy as well. You're increasing the value you're delivering and reducing the risk of spending money on stuff that isn't gonna work. Feels like a no-brainer, doesn't it?

    The Reverse Five Whys - Asking "So What?" to Find Your Outcome

    Mat: You make it sound like everyone should be doing it, which I agree with. There was something that you did in the middle of that conversation which I really like, and it's kind of like the opposite of the five whys. You know, where you see the problem and you ask why, why, why and you go back to the root cause. Whereas you took that in the other direction there.

    Jeff: Right. We were moving forward in time for the desired outcome.

    Mat: Yeah, exactly. You said, "Okay, you want to put this thing on a bus. So what?" And you took that three or four steps forward to get to that ultimate outcome. I love that, and that's probably a tactical, practical approach that our audience can take.

    I think some of the stuff that I've struggled with over the years is getting teams who are new to OKRs to understand how to move from writing their to-do list, writing their backlog, turning that into their key results, and actually getting it into the outcome base. I think that's one of the things that a lot of teams find hardest to grasp.

    Jeff: And as I kicked off with, if your entire career you've been rewarded for shipping and producing and ticking off a to-do list, then it's really hard to break away from that without some form of leadership buy-in. That's coming back to that incentives and performance management criteria side of things. That's really hard because that's what people optimise for.

    We can preach outcome-based work until we're blue in the face, as they say in America at least. But if you're paid to ship product, you're gonna optimise in most cases for what gets you paid. That's an important component of this that I think gets ignored a lot.

    Two Audiences, Two Approaches - What Should Teams and Leaders Do Differently?

    Mat: Let's talk practically around this. We're probably going to have different people listening to this. We could probably give two bits of advice. One is somebody who's in a team and they really want to try this, or maybe they've been trying this and struggling because the incentives don't match. The other group may be someone who's in leadership who is trying to change their organisation to move into this more outcome-based approach. What advice would you give to each of those people?

    Jeff: Great question. Let's start with the folks trying to make this happen initially. In my opinion, one of the easiest ways to move this conversation forward in your organisation is to ask that question I mentioned: What will people be doing differently when we ship this?

    Have that conversation. Position it any way you'd like, word it any way you'd like. But ultimately, you're not challenging the work. You're not saying "I'm not gonna do the work." You're not pushing back yet.

    "All you're saying is, 'Look, we're gonna build this thing, and we're gonna do a great job. What do we hope people will do with this once we have it out there? What are we trying to see? Are we trying to see them increase average order value? Do we want them to abandon their shopping carts less? Are we trying to get them to sign up for a medical check-up at least once a year?'"

    That starts it. That starts getting people to think about more than just "I am making a thing."

    Mat: If you took that to leadership and said, "Yeah, we're gonna get this stuff out the door, but I want to check with you that you're happy that this is the outcome we're trying to get to, that this is the result if we get it right."

    Jeff: I think that's great, and I think that you should come back to them after you ship and say, "Look, remember we met three, six, nine months ago and I said we're building this and we're hoping people will do this? Well, we built it as designed, on time, on budget, and so far we're not seeing the results that we anticipated. We talked to some customers, and here's why we think that is. What we'd like to do next..."

    To me, that should be a safe conversation inside your organisation.

    Mat: I can imagine people listening to this and getting some cold sweats at the concept of going to someone and saying, "I did everything that you expected from me, but it wasn't good enough."

    Jeff: It's not that. What tends to happen in these situations is a lot of upfront planning and commitments, and then we execute. Regardless of all the work that people have done to convince people that there are better ways of working, that's generally speaking how people are doing work still. We did the thing, and guess what? It didn't work. It didn't work as we had hoped. It's not because we built it poorly. It works as designed. We did usability testing on it. People can use it, they can get through the workflow.

    What we think is it's not solving a meaningful problem, or we decided to put it somewhere in the workflow that didn't make sense, or whatever the case is. I understand it's not a risk-free conversation. I'm not encouraging people to do things that are career-limiting per se, but at some point we've got to talk about this kind of stuff. Otherwise, we're just a factory. I don't think anybody wants to work in a factory.

    It's Not About the Quality of Your Code, It's About Learning

    Mat: I couldn't agree more, and I think that the heart of what I spend a lot of my time doing is helping people understand how to get the benefits out of being agile, that agility piece. What we've been discussing there is that key part of learning. You can plan and you can build, you can have alignment on those things, you can improve how you're building all the time and reach quality standards and pass usability testing. But ultimately, if you don't learn, you're never gonna get the insight that you need to adapt what you do next.

    "Where a lot of people fall down with agility is they go through all of the motions up to that point, and then through fear, self-preservation, or they've just not seen anybody else around them do it before, they hesitate to say, 'This thing that we've all invested all this time and effort into isn't working as expected.' It does take some courage to do that."

    Jeff: It does. I agree. But it's an evidence-based conversation. It's not "we did a crap job." We didn't. It's bug-free, it's high performance, it's scalable, it's usable. But you can build products like that – there are infinite stories of products that were amazingly executed that didn't meet a need, didn't solve a problem.

    Mat: Yeah, I built one of those and had to close a business for it, so I know that all too well. If there's a lesson I learned through the years of doing that, which you touched on earlier, it's around by focusing on the outcomes that you want to see, those behaviours you want to change, and bringing the work down, de-scoping the work to start to experiment and iterate, you de-risk all of that. You'll learn a lot earlier whether you're on the right track or not rather than getting that big bang at the end.

    Jeff: Yeah. Again, you're reducing the risk of building something that people don't want. Let's just use round numbers because they're easy. If you have a million-pound budget to build something – a new product, a new feature, a new service – and you spend 100 of that million and find out that this isn't the right thing to make, it's not a real problem, for whatever reason, you've just saved the company £900,000.

    They should hoist you up on their shoulders and sing your praises, parade you around the halls. That's how it should be. You're a hero, and now we can take that £900 and do something that actually will deliver value with it.

    If You're a Leader: Stop Asking "When Will It Be Ready?" and Start Asking "What Are You Learning?"

    Mat: The second half of that question was around if you're a senior leader in an organisation and you want to move to an outcome-based approach, maybe you start with celebrating the people who are trying to do that and positively reinforcing it in that way. But what advice would you give that person?

    Jeff: Absolutely. Celebrate anybody – literally hoist them up on your shoulders and parade them around the halls and say, "Look, this team tried this, figured out it wasn't going to work, and pivoted, and saved the company a million pounds." That should be a regular conversation and a regular thing that the company celebrates.

    What's interesting is that you can find yourself on a team with resistant leadership, and you can also find yourself in leadership with resistant teams. And for a variety of reasons, not the least of which is that they've never actually been allowed to work this way and don't believe you that you're gonna let them work this way.

    "Without getting caught up in too much process or training or dogma, I think as a leader you start to soften the conversations around this stuff by changing the questions that you ask."

    Normally, it's like, "Hey, what are you guys working on? When will it be ready? How much is it gonna cost me? What do you predict the ROI is gonna be?" That's a typical line of questioning for a product team.

    Conversely, you can say, "Hey, folks. What are you learning this week? This sprint? This quarter? What did you learn?" You might get a bunch of blank stares initially. They'll say, "What do you mean, what did we learn? We're building what you told us to build."

    "Okay, well, cool. Next quarter when we meet, I'd love for you folks – I'm gonna ask you this question again. What did you learn this quarter about the product, about the customer, about the value of the thing that we're delivering? If you don't know how to answer those questions, I can help. I can get training for you. I can get some folks who've done this in other parts of the company to show you how they're doing this work."

    To me, you're not enforcing. One of the issues of organisations just mashing process on top of organisations is folks don't understand why. Why are we doing this, and how is this supposed to make anything better? One of the ways to ease folks into a different way of working is to change your expectations of them and make that clear to them.

    Instead of saying "What are you building? When will it be ready? What's the ROI?" say "What are you learning? Are we doing the right thing? How will we know?" And then if they don't know how to get the answers to that, don't make them feel stupid. Say, "Look, I'm gonna help you with that. I'll show you how the other teams are doing it. I'll get you some training. We'll work on this."

    That's super powerful because you're changing the expectations that you have for your team, and you're making it explicit to them.

    Navigating Conflicting Forces - Outcomes vs. Predictability

    Mat: I've got this image in my head of people in a large organisation where they're on this journey that you've described with their team. Maybe they're a leader somewhere in the middle of the organisation, working with multiple teams, and they're starting to see some progress. The teams are on board, they trust that the questions you're asking are genuine and authentic, and they really want to understand the outcomes.

    They're starting to come back with great questions themselves around who does what, what's the behaviour we're trying to change, how are we trying to change it, are we successfully doing that or not. Whilst that starts to get some traction and momentum, at the same time this leader's got other people in the organisation – maybe some more traditional executives who are getting investors on their boards asking for their KPIs to be met and the efficiency and the predictability they expect so they can forecast.

    They have jobs to do themselves, and they seek some predictability. How do you help guide that person to navigate those two conflicting forces?

    Jeff: It's hard. I've seen it multiple times. I think there are a couple of ways to navigate those political challenges in an organisation. One is you have to model the behaviour that you want to see both in your teams and in your colleagues as well.

    Every interaction that you have with your peers at leadership level should contain these types of conversations around the customer, around learning, around value, around risk mitigation, and continuing to model the behaviour you want to see.

    Someone says, "Well, we just have to build the iPhone app."

    "Okay, great. But why? Why do we have to build the iPhone app?"

    "Because we have to increase mobile revenue."

    "Why? What is it today? What are we hoping to get?"

    The Power of Renaming Teams

    There's a super simple trick I wrote about probably a decade ago. If you're in a leadership position to get the organisation to start to think differently about how to do work, it's simply changing the names of the teams.

    For example, let's say you and I work on the iPhone app team. What's our mission? Build an iPhone app. Exactly. So that's the iPhone app team, and that's the CRM team and that's the Android app team, whatever.

    "What if we change the name of that team? Same team, same people. But it's the mobile revenue team. All of a sudden, the purpose of the team has fundamentally changed. It's no longer 'build iPhone app.' It's 'increase revenue through the mobile channel.'"

    That might be an iPhone app, might be an Android app, might be a better website, might be a million different things. But from a leadership perspective, one of the things that you can influence is the name of these teams, and how you name them determines what work they do. That's really powerful.

    Prove the Model

    The other thing that you can do as a leader is prove the model. There's a lot of "my idea is better than your idea" type of conversations at work. Instead of saying, "I think we should work this way," say, "Look, I've got a pilot team in my group that's been doing this for the last three months. Here's what the team looks like. Here's the work that they're doing. Here's how they work. Here's what they're producing. Here's their happiness score. Here's their productivity. Here's their efficiency. Here's the impact of the work that they're doing with the customer."

    If you've got one or two of those teams working that way, that's a compelling argument for saying, "Look, let's give it a shot." You've got the evidence that says this is a better way of working. Proving the model is always a good way to go.

    Team Autonomy and Empowerment

    Mat: One of the things that I'm picking up on in what you're saying leads to an outcome within teams that I've seen – around autonomy and empowerment within teams. Something I'm always trying to do in my role in organisations is make myself redundant. If the team don't need me anymore, I've done my job.

    I'm at work where I've been very clear with the rest of the leadership team: I'm getting involved in way too many decisions, and I need to remove myself from those decisions because I'm slowing us down. If I have to have all of the context to be able to get involved with that and help move us forward, then we're gonna go slower than we should.

    We're very quickly removing me from decisions, and it's been a great journey. Terrifying for me because I don't know as much about what's going on. But I'm seeing the teams themselves equipped with questions like "who does what by how much?" – that's one tool around the OKRs. Also equipped with other tools and ways of working, and usually it comes down to: are they asking the right questions? Are they applying the level of critical thinking to achieve those outcomes?

    "Ultimately, if we can get teams to be more autonomous, leaders have a much better time of scaling themselves without burnout, without having to get really drawn in. When teams make decisions when you're not in the room that are fighting to achieve the outcome that you also want to achieve, that's when you really start to move quicker. That's when you start to really see the benefits of agility."

    Have you got any thoughts on that that you'd like to share?

    Jeff: It's a really tough sell. I see it all the time because I think that leaders have defined themselves – I don't want to speak in absolutes, so the majority of leaders have defined themselves in a way that says, "I tell people what to do." That's my job.

    If you ask any kid – 10 years old, 12 years old, 9 years old – "What's a boss?" they'll say "A boss is someone who tells people what to do." I think we grow up with that, and I think leadership canon for the last hundred years has roughly said that, with the exception of the last 20 to 30 years where we've seen a lot of agile-themed, agility-themed leadership books and materials come out.

    Still, I think the overwhelming majority of people believe that it's their job when they're in a leadership role to tell their teams what to do and to be keenly aware of every little detail. Because what if my boss comes to me and says, "Hey, what are your teams doing?" If the answer is "I don't know," that's probably a bad answer.

    I agree with you. Day-to-day decision stuff – who better to make that decision than the teams doing the work day to day? They know far more about it than I do. They're with the work every day, they're with the customer every day, they're getting the feedback.

    There's no reason for you to run these tiny things past the leader every day. It's exhausting for the leader, as you said, and the team knows more about it. Big strategic shifts, invalidated hypotheses, radical shifts in the market, new competitive threats – absolutely, let's talk about that.

    The Two-Way Solution

    I think there's a two-way solution here. Number one, leaders need to let go a little bit and understand that the most qualified people to make decisions about the day-to-day trivial stuff are the team doing the work.

    David Marquet said this in "Turn the Ship Around." He ran the worst-performing nuclear submarine crew in the American Navy and turned it around to the best-performing crew. Basically, what he said was he pushed decision-making down as close to the work as possible. The only decision he kept for himself was whether or not to launch a nuclear missile, because people are gonna die and he didn't want that on anybody. That's his job as the leader.

    Same thing here. You're gonna push decisions all the way down, and we've got to get folks to think about that.

    Demand Proactive Transparency

    To make that easier for people to swallow, people who are not used to this way of working, I think we have to demand greater proactive transparency from the teams.

    Teams love to play the victim. "They don't let me work this way. My boss won't let me work this way. My boss doesn't get agility, doesn't get customer-centricity. She just comes down here and yells at us."

    "What if on a weekly basis, without being asked for it, you sent your leader three bullet points in an email every week? Here's what we did this week. Here's what we learned. Here's what we're planning on doing next week."

    If there's anything significant, you're gonna put that in there as well. But otherwise, just those three things. You're not even asking for a response. Weekly update, three bullet points, 15 minutes max of effort on your part.

    In my opinion and in my experience, what happens is leaders chill out. Because all of a sudden they know what's going on. They see that you're doing work, that you're making objective decisions, and that you're taking the time to keep them informed. When their boss comes to them and says, "Hey, what are your teams doing?" they can just look at that email and be like, "This is what Mat's team is doing, this is what Jeff's team is doing."

    To me, if there's a role here – and it's not an insignificant one – for the teams to play to improve their ways of working or to improve the comfort level that leaders have with new ways of working, this is it.

    Mat: I have had the privilege of being someone on the recipient of those equivalent three-bullet-point emails running 12 different product teams, trying to understand what was going on. You're right – the stress levels go down when you understand proactively what's going on. It became the first thing I would do on a Monday morning knowing I had all that information.

    It was something that teams were doing as part of their own weekly reviews as a team, and they just captured it and shared it. So there's no extra work for them. But it made this huge difference of suddenly I could understand where did I need to actually spend my time to help, rather than trying to chase and get information or get too close into managing people who didn't need it because they had it in hand.

    I was able to prioritise and think, "Oh, that team looks like they're struggling, so we're gonna go and ask them some questions, see how I can remove some blockers for them."

    Jeff: And if there is a blocker, add it in there. "We've been trying for three months to get access to customers. The sales team keeps blocking us. Can really use your help here."

    The Shift from Being Rewarded for Knowing to Being Rewarded for Learning

    Mat: There's a thing I've observed over the years – it takes a while to get there before you actually start getting rewarded for it in most organisations. In forward-thinking, very agile organisations, it starts a lot earlier, and I think that's something I'd like to try and shift left, try and get it earlier in people's careers.

    It's this shift between: spend your entire career being rewarded for being knowledgeable, for being the expert, and knowing how to do something. You get promoted for that, you'll get a bonus for that, you'll get rewarded for it time after time. The more you learn, the more capable you become, the more experienced you are, you've got the answers for everything, you get promoted. You work your way up the career ladder.

    Then you hit this tipping point where you hit a level where you realise there aren't many people around you at that point who are seeing the problems. Everyone's busy, everyone's focused on their thing. Then you realise that actually it's your job to call out that this thing isn't working. It becomes your responsibility to say, "There's a problem here we need to address as a company, as an organisation."

    As an exec – Nick Muldoon is our CEO – we have an exec weekly, and the majority of that conversation is each of us saying what we don't understand, what we don't know, what we haven't figured out yet. We trust each other that all the rest of it's in hand and working beautifully. The things we really want to talk about is what don't we understand and what are we learning or what are we seeing that we need to try and figure out what to do with.

    I see people struggle with that transition if they've not started it earlier in their career. Going back to the basics around sharing the learnings and are we actually achieving what we wanted to, are we seeing the behaviour shift, are we seeing it measured – if we're saying no, having the freedom to be able to call that out earlier, I think it makes that transition in life a lot more straightforward.

    Jeff: Look, there's a level of seniority, and the subtheme here that we are dancing around but haven't yet named is psychological safety. It's this feeling that I'm comfortable calling things out that are against the grain, that contradict the plan, that are not working, and I keep seeing and nobody's addressing.

    "I think there's a level of seniority that brings some psychological safety. But ultimately, organisational culture has to make it safe."

    In other words, if leaders like you and your leadership team are consistently curious – "What do we not know? What are we not aware of? What's not working?" – your teams are going to feel comfortable calling those things out to you because you're asking those questions.

    When they change the questions that they ask, it models psychological safety. It models the kinds of questions they want their teams to ask, and that's how change starts.

    Building Psychological Safety - "If You Don't Know How, I'll Help You"

    Mat: I couldn't agree more, Jeff. I think we've covered a lot of ground today, and psychological safety is one of those really hard intangible things for some people, particularly if they've never experienced it. We see it when we get new people joining our team. We're in a privileged environment where we have a lot of psychological safety.

    When new people join from organisations that haven't had that, their behaviour is almost fighting against it. They hold on to their protected ways of working where they get a little bit territorial and they don't want to be vulnerable. It can take a good few months for people to settle in and relax into it.

    There was a piece that I want to go back to, and maybe we wrap up on this. You talked earlier around a leader talking to their team and asking them questions to help them understand that it's okay to come back and say, "This thing that we've been developing, this product that we've been getting out the door, isn't having the desired impact." To look at it, question it, be curious, and come back to it.

    The thing that you touched on there which I really love was that supportive nature of it. It's okay to do this, and if you don't know how to do it, I'll help you. If you were to give one last tip to our audience – how would you encourage people, leaders specifically, to move more into that space?

    Jeff: I think it's a question of asking the right questions. I've been married a long time – half my life, it turns out. I did the maths the other day. If I've learned nothing in my 20-plus years of being married, I've learned that you don't start out immediately solving the problem. You listen and you ask questions. I've learned that. It took a long time.

    I think that's our nature as leaders as well. The tendency is "let me solve that for you." Well, hang on. Before you jump to solutions, dig into the problem. What's the issue here? What's the problem? How can I best help you?

    "Well, listen, we've set these customer-centric goals now. We've got great OKRs. Thanks for teaching us how to do that. Normally though, we're told what to do, and no one's telling us what to do now, and we don't know what to do. We have no idea how to figure that out. In the past, people have told us. Now I don't know what to do. Can you help us? How do we figure that out?"

    To me, those are the kinds of answers you want to elicit from your teams. What's actually going on here?

    This is where five whys comes in. "Well, you know, we keep hearing that we should be talking to customers. The reality is it's really difficult to get to our customers."

    "Why is it difficult?"

    "Well, because we're in a B2B space and we sell aeroplane engines."

    "Okay, great. And why does that make it difficult to reach customers?"

    "Well, because we have a sales team."

    "Why does that make it difficult?"

    "Well, because they guard their contacts and they don't want us messing with it."

    "Okay, now I understand."

    "I think if it's about asking the right questions as a leader, and then when you get to the root cause, you say, 'Well, listen, I can try to unblock it in this way. Do you think that would be helpful? Yes or no?' That becomes far more of a partnership than a hierarchical relationship."

    Then you trust me to be honest with you about how well things are working and where things need help, and that's tremendous.

    I run a very, very tiny business in the sense of number of people – it's three and a half people total. Even in a three-and-a-half-person business, people try to do good work and people don't want to bother you with what's going on. Sometimes people get overwhelmed, whether it's with work or personal stuff or a combination of the two, and then things start to slip.

    The more you can foster that kind of transparency and trust, psychological safety, the less you find out that something is broken with the consequences of it being broken. You find out well in advance of anything actually happening.

    Mat: I love that, Jeff. I think that's a great place to wrap up. I'm really grateful for your time, really enjoyed the conversation, and thank you for sharing your wisdom.

    Jeff: My pleasure, Mat. Thanks so much for having me. This was fun.

    ---

    Thank you to Jeff Gothelf for joining us on this episode of the Easy Agile Podcast. To learn more about Jeff's work and get your copy of "Who Does What By How Much," visit jeffgothelf.com. You can also find his other books, including "Lean UX" and "Sense and Respond," which provide the foundation for the customer-centric approach to OKRs discussed in this episode.

    Subscribe to the Easy Agile Podcast on your favourite platform, and join us for more conversations about agile, product development, and building better teams.

  • Podcast

    Easy Agile Podcast Ep.3 Melissa Reeve, VP Marketing at Scaled Agile

    Sean Blake

    "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.34 Henrik Kniberg on Team Productivity, Code Quality, and the Future of Software Engineering

    TL;DR

    Henrik Kniberg, the agile coach behind Spotify's model, discusses how AI is fundamentally transforming software development. Key takeaways: AI tools like Cursor and Claude are enabling 10x productivity gains; teams should give developers access to paid AI tools and encourage experimentation; coding will largely disappear as a manual task within 3–4 years; teams will shrink to 2 people plus AI; sprints will become obsolete in favour of continuous delivery; product owners can now write code via AI, creating pull requests instead of user stories; the key is treating AI like a brilliant intern – when it fails, the problem is usually your prompt or code structure, not the AI. Bottom line: Learn to use AI now, or risk being left behind in a rapidly changing landscape.

    Introduction

    Artificial intelligence is fundamentally reshaping how software teams work, collaborate, and deliver value. But with this transformation comes questions: How do we maintain team morale when people fear being replaced? What happens to code quality when AI writes most of the code? Do traditional agile practices like sprints still make sense?

    In this episode, I sit down with Henrik Kniberg to tackle these questions head-on. Henrik is uniquely positioned to guide us through this transition – he's the agile coach and entrepreneur who pioneered the famous Spotify model and helped transform how Lego approached agile development. Now, as co-founder of Abundly AI, he's at the forefront of helping teams integrate AI into their product development workflows.

    This conversation goes deep into the practical realities of AI-powered development: from maintaining code review processes when productivity increases 10x, to ethical considerations around AI usage, to what cross-functional teams will look like in just a few years. Henrik doesn't just theorise – he shares real examples from his own team, where their CEO (a non-coder) regularly submits pull requests, and where features that once took a sprint can now be built during a 7-minute subway ride.

    Whether you're a developer wondering if AI will replace you, a product owner looking to leverage these tools, or a leader trying to navigate this transformation, this episode offers concrete, actionable insights for thriving in the AI era.

    About Our Guest

    Henrik Kniberg is an agile coach, author, and entrepreneur whose work has shaped how thousands of organisations approach software development. He's best known for creating the Spotify model – the squad-based organisational structure that revolutionised how large tech companies scale agile practices. His work at Spotify and later at Lego helped demonstrate how agile methodologies could work at enterprise scale whilst maintaining team autonomy and innovation.

    Henrik's educational videos have become legendary in the agile community. His "Agile Product Ownership in a Nutshell" video, created over a decade ago, remains one of the most-watched and shared resources for understanding product ownership, with millions of views. His ability to distil complex concepts into simple, visual explanations has made him one of the most accessible voices in agile education.

    More recently, Henrik has turned his attention to the intersection of AI and product development. As co-founder of Abundly AI, he's moved from teaching about agile transformation to leading AI transformation – helping companies and teams understand how to effectively integrate generative AI tools into their development workflows. His approach combines his deep understanding of team dynamics and agile principles with hands-on experience using cutting-edge AI tools like Claude, Cursor, and GitHub Copilot.

    Henrik codes daily using AI and has been doing so for over two and a half years, giving him practical, lived experience with these tools that goes beyond theoretical understanding. He creates educational content about AI, trains teams on effective AI usage, and consults with organisations navigating their own AI transformations. His perspective is particularly valuable because he views AI through the lens of organisational change management – recognising that successful AI adoption isn't just about the technology, it's about people, culture, and process.

    Based in Stockholm, Sweden, Henrik continues to push the boundaries of what's possible when human creativity and AI capabilities combine, whilst maintaining a pragmatic, human-centred approach to technological change.

    Transcript

    Note: This transcript has been lightly edited for clarity and readability.

    Maintaining Team Morale and Motivation in the AI Era

    Tenille Hoppo: Hi there, team, and welcome to this new episode of the Easy Agile Podcast. My name is Tenille Hoppo, and I'm feeling really quite lucky to have an opportunity to chat today with our guest, Henrik Kniberg.

    Henrik is an agile coach, author, and entrepreneur known for pioneering agile practices at companies like Spotify and Lego, and more recently for his thought leadership in applying AI to product development. Henrik co-founded Abundly AI, and when he isn't making excellent videos to help us all understand AI, he is focused on the practical application of generative AI in product development and training teams to use these technologies effectively.

    Drawing on his extensive experience in agile methodologies and team coaching, Henrik seems the perfect person to learn from when thinking about the intersection of AI, product development, and effective team dynamics. So a very warm welcome to you, Henrik.

    Henrik Kniberg: Thank you very much. It's good to be here.

    Tenille: I think most people would agree that motivated people do better work. So I'd like to start today by touching on the very human element of this discussion and helping people maintain momentum and motivation when they may be feeling some concern or uncertainty about the upheaval that AI might represent for them in their role.

    What would you suggest that leaders do to encourage the use of AI in ways that increase team morale and creativity rather than risking people feeling quite concerned or even potentially replaced?

    Henrik: There are kind of two sides to the coin. There's one side that says, "Oh, AI is gonna take my job, and I'm gonna get fired." And the other side says, "Oh, AI is going to give me superpowers and give us all superpowers, and thereby give us better job security than we had before."

    I think it's important to press on the second point from a leader's perspective. Pitch it as this is a tool, and we are entering a world where this tool is a crucial tool to understand how to use – in a similar way that everyone uses the Internet. We consider it obvious that you need to know how to use the Internet. If you don't know how to use the Internet, it's going to be hard.

    "I encourage people to experiment, give them access to the tools to do so, and encourage sharing. And don't start firing people because they get productive."

    I also find that people tend to get a little bit less scared once they learn to use it. It becomes less scary. It's like if you're worried there's a monster under your bed, maybe look under your bed and turn on the lights. Maybe there wasn't a monster there, or maybe it was there but it was kind of cute and just wanted a hug.

    Creating a Culture of Safe Experimentation

    Tenille: I've read that you encourage experimentation with AI through learning – I agree it's the best way to learn. What would you encourage leaders and team leaders to do to create a strong culture where teams feel safe to experiment?

    Henrik: There are some things. One is pretty basic: just give people access to good AI tools. And that's quite hard in some large organisations because there are all kinds of resistance – compliance issues, data security issues. Are we allowed to use ChatGPT or Claude? Where is our data going? There are all these scary things that make companies either hesitate or outright try to stop people.

    Start at that hygiene level. Address those impediments and solve them. When the Internet came, it was really scary to connect your computer to the Internet. But now we all do it, and you kind of have to, or you don't get any work done. We're at this similar moment now.

    "Ironically, when companies are too strict about restricting people, then what people tend to do is just use shadow AI – they use it on their own in private or in secret, and then you have no control at all."

    Start there. Once people have access to really good AI tools, then it's just a matter of encouraging and creating forums. Encourage people to experiment, create knowledge-sharing forums, share your own experiments. Try to role-model this yourself. Say, "I tried using AI for these different things, and here's what I learned." Also provide paths for support, like training courses.

    The Right Mindset for Working with AI

    Tenille: What would you encourage in team members as far as their mindset or skills go? Certainly a nature of curiosity and a willingness to learn and experiment. Is there anything beyond that that you think would be really key?

    Henrik: It is a bit of a weird technology that's never really existed before. We're used to humans and code. Humans are intelligent and kind of unpredictable. We hallucinate sometimes, but we can do amazing things. Code is dumb – it executes exactly what you told it to do, and it does so every time exactly the same way. But it can't reason, it can't think.

    Now we have AI and AI agents which are somewhere in the middle. They're not quite as predictable as code, but they're a lot more predictable than humans typically. They're a lot smarter than code, but maybe not quite as smart as humans – except for some tasks when they're a million times smarter than humans. So it's weird.

    You need a kind of humble attitude where you come at it with a mindset of curiosity. Part of it is also to realise that a lot of the limitation is in you as a user. If you try to use AI for coding and it wrote something that didn't work, it's probably not the model itself. It's probably your skills or lack of skills because you have to learn how to use these tools. You need to have this attitude of "Oh, it failed. What can I do differently next time?" until you really learn how to use it.

    "There can be some aspect of pride with developers. Like, 'I've been coding for 30 years. Of course this machine can't code better than me.' But if you think of it like 'I want this thing to be good, I want to bring out the best in this tool' – not because it's going to replace me, but because it's going to save me a tonne of time by doing all the boring parts of the coding so I can do the more interesting parts – that kind of mindset really helps."

    Maintaining Code Quality and Shared Understanding

    Tenille: Our team at Easy Agile is taking our steps and trying to figure out how AI is gonna work best for us. I put the question out to some of our teams, and there were various questions around people taking their first steps in using AI as a co-pilot and producing code. There are question marks around consistency of code, maintaining code quality and clean architecture, and even things like maintaining that shared understanding of the code base. What advice do you have for people in that situation?

    Henrik: My first piece of advice when it comes to coding – and this is something I do every day with AI, I've been doing for about two and a half years now – is that the models now, especially Claude, have gotten to the level where it's basically never the AI's fault anymore. If it does anything wrong, it's on you.

    You need to think about: okay, am I using the wrong tool maybe? Or am I not using the tool correctly?

    For example, the current market leader in terms of productivity tools with AI is Cursor. There are other tools that are getting close like GitHub Copilot, but Cursor is way ahead of anything else I've seen. With Cursor, it basically digs through your code base and looks for what it needs.

    But if it fails to find what it needs, you need to think about why. It probably failed for the same reason a human might have failed. Maybe your code structure was very unstructured. Maybe you need to explain to the AI what the high-level structure of your code is.

    "Think of it kind of like a really smart intern who just joined your team. They're brilliant at coding, but now they got confused about something, and it's probably your code – something in it that made it confused. And now you need to clarify that."

    There are ways to do that. In Cursor, for example, you can create something called cursor rules, which are like standing documents that describe certain aspects of your system. In my team, we're always tweaking those rules. Whenever we find that the AI model did something wrong, we're always analysing why. Usually it's our prompt – I just phrased it badly – or I just need to add a cursor rule, or I need to break the problem down a little bit.

    It's exactly the same thing as if you go to a team and give them this massive user story that includes all these assumptions – they'll probably get some things wrong. But if you take that big problem and sit down together and analyse it and split it into smaller steps where each step is verifiable and testable, now your team can do really good work. It's exactly the same thing with AI.

    Addressing the Code Review Bottleneck

    Tenille: One of our senior developers found that he was outputting code at a much greater volume and faster speed, but the handbrake he found was actually their code review processes. They were keeping the same processes they had previously, and that was a bit of a handbrake for them. What kind of advice would you have there?

    Henrik: This reminds me of the general issue with any kind of productivity improvement. If you have a value stream, a process where you do different parts – you do some development, some testing, you have some design – whenever you take one part of the process and make it super optimised, the bottleneck moves to somewhere else.

    If testing is no longer the bottleneck, maybe coding is. And when coding is instant, then maybe customer feedback – or lack of customer feedback – is the bottleneck. The bottleneck just keeps moving. In that particular case, the bottleneck became code review. So I would just start optimising that. That's not an AI problem. It's a process problem.

    Look at it: what exactly are we trying to do when we review? Maybe we could think about changing the way we review things. For example, does all code need to be reviewed? Would it be enough that the human who wrote it and the AI, together with the human, agree that this is fine? Or maybe depending on the criticality of that change, in some cases you might just let it pass or use AI to help in the reviewing process also.

    "I think there's value in code review in terms of knowledge sharing in a large organisation. But maybe the review doesn't necessarily need to be a blocking process either. It could be something you go back and look at – don't let it stop you from shipping, but maybe go back once per week and say, 'Let's look at some highlights of some changes we've made.'"

    We produce 10 times more code than in the past, so reviewing every line is not feasible. But maybe we can at least identify which code is most interesting to look at.

    Ethical Considerations: Balancing Innovation with Responsibility

    Tenille: Agile emphasises people over process and delivering value to customers. Now with AI in the mix, there's potential for raising some ethical considerations. I'm interested in your thoughts on how teams should approach these ethical considerations that come along with AI – things like balancing rapid experimentation against concerns around bias, potential data privacy concerns.

    Henrik: I would treat each ethical question on its own merits. Let me give you an example. When you use AI – let's say facial recognition technology that can process and recognise faces a lot better than any human – I kind of put that in the bucket of: any tool that is really useful can also be used for bad things. A hammer, fire, electricity.

    That doesn't have so much to do with the tool itself. It has much more to do with the rules and regulations and processes around the tool. I can't really separate AI in that sense. Treat it like any other system. Whenever you install a camera somewhere, with or without AI, that camera is going to see stuff. What are you allowed to do with that information? That's an important question. But I don't think it's different for AI really, in that sense, other than that AI is extremely powerful. So you need to really take that seriously, especially when it comes to things like autonomous weapons and the risk of fraud and fake news.

    "An important part of it is just to make it part of the agenda. Let's say you're a recruitment company and you're now going to add some AI help in screening. At least raise the question: we could do this. Do we want to do this? What is the responsible way to do it?"

    It's not that hard to come up with reasonable guidelines. Obviously, we shouldn't let the AI decide who we're going to hire or not. That's a bad idea. But maybe it can look at the pile of candidates that we plan to reject and identify some that we should take a second look at. There's nothing to lose from that because that AI did some extra research and found that this person who had a pretty weak CV actually has done amazing things before.

    We're actually working with a company now where we're helping them build some AI agents. Our AI agents help them classify CVs – not by "should we hire them or not," but more like which region in Sweden is this, which type of job are we talking about here. Just classifying to make it more likely that this job application reaches the right person. That's work that humans did before with pretty bad accuracy.

    The conclusion was that AI, despite having biases like we humans do, seemed to have less biases than the human. Mainly things like it's never going to be in a bad mood because it hasn't had its coffee today. It'll process everybody on the same merits.

    I think of it like a peer-to-peer thing. Imagine going to a doctor – ideally, I want to have both a human doctor and an AI doctor side by side, just because they both have biases, but now they can complement each other. It's like having a second opinion. If the AI says we should do this and the doctor says, "No, wait a second," or vice versa, having those two different opinions is super useful.

    Parallels Between Agile and AI Transformations

    Tenille: You're recognised as one of the leading voices in agile software development. I can see, and I'm interested if you do see, some parallels between the agile transformations that you led at Spotify and Lego with the AI transformations that many businesses are looking at now.

    Henrik: I agree. I find that when we help companies transition towards becoming AI native, a lot of the thinking is similar to agile. But I think we can generalise that agile transformations are not really very special either – it's organisational change.

    There are some patterns involved regardless of whether you're transitioning towards an agile way of working or towards AI. Some general patterns such as: you've got to get buy-in, it's useful to do the change in an incremental way, balance bottom-up with top-down. There are all these techniques that are useful regardless. But as an agilist, if you have some skills and competence in leading and supporting a change process, then that's going to be really useful also when helping companies understand how to use AI.

    Tenille: Are you seeing more top-down or bottom-up when it comes to AI transformations?

    Henrik: So far it's quite new still. The jury's not in yet. But so far it looks very familiar to me. I'm seeing both. I'm seeing situations where it's pure top-down where managers are like "we got to go full-out AI," and they push it out with mixed results. And sometimes just completely bottom-up, also with mixed results.

    Sometimes something can start completely organically and then totally take hold, or it starts organically and then gets squashed because there was no buy-in higher up. I saw all of that with agile as well. My guess is in most cases the most successful will be when you have a bit of both – support and guidance from the top, but maybe driven from the bottom.

    "I think the bottom-up is maybe more important than ever because this technology is so weird and so fast-moving. As a leader, you don't really have a chance if you try to control it – you're going to slow things down to an unacceptable level. People will be learning things that you can't keep up with yourself. So it's better to just enable people to experiment a lot, but then of course provide guidance."

    AI for Product Owners: From Ideation to Pull Requests

    Tenille: You're very well known for your guidance and for your ability to explain quite complex concepts very simply and clearly. I was looking at your video on YouTube today, the Agile Product Ownership in a Nutshell video, which was uploaded about 12 years ago now. Thinking about product owners, there's a big opportunity now with AI for generating ideas, analysing data, and even suggesting new features. What's your advice for product owners and product managers in using AI most effectively?

    Henrik: Use it for everything. Overuse it so you can find the limits. The second thing is: make sure you have access to a good AI model. Don't use the free ones. The difference is really large – like 10x, 100x difference – just in paying like $20 per month or something. At the moment, I can particularly strongly recommend Claude. It's in its own category of awesomeness right now. But that of course changes as they leapfrog each other. But mainly: pay up, use a paid model, and then experiment.

    For product owners, typical things are what you already mentioned – ideation, creating good backlog items, splitting a story – but also writing code. I would say as a PO, there is this traditional view, for example in Scrum, that POs should not be coding. There's a reason for that: because coding takes time, and then as PO you get stuck in details and you lose the big picture.

    Well, that's not true anymore. There are very many things that used to be time-consuming coding that is basically a five-minute job with a good prompt.

    "Instead of wasting the team's time by trying to phrase that as a story, just phrase it as a pull request instead and go to the team and demonstrate your running feature."

    That happened actually today. Just now, our CEO, who's not a coder, came to me with a pull request. In fact, quite often he just pushes directly to a branch because it's small changes. He wants to add some new visualisation for a graph or something in our platform – typically admin stuff that users won't see, so it's quite harmless if he gets it wrong.

    He's vibe coding, just making little changes to the admin, which means he never goes to my team and says, "Hey, can you guys generate this report or this graph for how users use our product?" No, he just puts it in himself if it's simple.

    Today we wanted to make a change with how we handle payments for enterprise customers. Getting that wrong is a little more serious, and the change wasn't that hard, but he just didn't feel completely comfortable pushing it himself. So he just made a PR instead, and then we spent 15 minutes reviewing it. I said it was fine, so we pushed it.

    It's so refreshing that now anybody can code. You just need to learn the basic prompting and these tools. And then that saves time for the developers to do the more heavyweight coding.

    Tenille: It's an interesting world where we can have things set up where anyone could just jump in and with the right guardrails create something. It makes Friday demos quite probably a lot more interesting than maybe they used to be in the past.

    Henrik: I would like to challenge any development team to let their stakeholders push code, and then find out whatever's stopping you from doing that and fix that. Then you get to a very interesting space.

    Closing the Gap Between Makers and Users

    Tenille: A key insight from your work with agile teams in the past has been to really focus on minimising that gap between maker and user. Do you think that AI helps to close that gap, or do you think it potentially risks widening it if teams are focusing too much on AI predictions and stop talking to their customers effectively?

    Henrik: I think that of course depends a lot on the team. But from what I've seen so far, it massively reduces the gap. Because if I don't have to spend a week getting a feature to work, I can spend an hour instead. Then I have so much more time to talk to my users and my customers.

    If the time to make a clickable prototype or something is a few seconds, then I can do it live in real time with my customers, and we can co-create. There are all these opportunities.

    I find that – myself, my teams, and the people I work with – we work a lot more closely with our users and customers because of this fast turnaround time.

    "Just yesterday I was teaching a course, and I was going home sitting on the subway. It was a 15-minute subway ride. I finally got a seat, so I had only 7 minutes left. There's this feature that I wanted to build that involved both front-end and back-end and a database schema change. Well, 5 minutes later it was done and I got off the subway and just pushed it. That's crazy."

    Of course, our system is set up optimised to enable it to be that fast. And of course not everything will work that well. But every time it does, I've been coding for 30 years, and I feel like I wake up in some weird fantasy every day, wondering, "Can I really be this productive?" I never would have thought that was possible.

    Looking Ahead: The Future of Agile Teams

    Tenille: I'd like you to put your futurist hat on for a moment. How do you see the future of agile teamwork in, say, 10 to 15 years time? If we would have this conversation again in 2035, given the exponential growth of AI and improvements over the last two to three years, what do you think would be the biggest change for software development teams in how they operate?

    Henrik: I can't even imagine 10 years. Even 5 years is just beyond imagination. That's like asking someone in the 1920s to imagine smartphones and the Internet. I think that's the level of change we're looking at.

    I would shorten the time a little bit and say maybe 3 or 4 years. My guess there – and I'm already seeing this transfer happen – is that coding will just go away. It just won't be stuff that we humans do because we're too slow and we hallucinate way too much.

    But I think engineering and the developer role will still be there, just that we don't type lines of code – in the same way that we no longer make punch cards or we no longer write machine code and poke values into registers using assembly language. That used to be a big part of it, but no longer.

    "In the future, as developers, a lot of the work will still be the same. You're still designing stuff, you're thinking about architecture, you're interacting with customers, and you're doing all the other stuff. But typing lines of code is something that we're gonna be telling our kids about, and they're not gonna believe that we used to do that."

    The other thing is smaller teams, which I'm already seeing now. I think the idea of a cross-functional team of 5 to 7 people – traditionally that was considered quite necessary in order to have all the different skills needed to deliver a feature in a product. But that's not the case anymore. If you skip ahead 2 or 3 years when this knowledge has spread, I think most teams will be 2 people and an AI, because then you have all the domain knowledge you need, probably.

    As a consequence of that, we'll just have more teams. More and smaller teams. Of course, then you need to collaborate between the teams, so cross-team synchronisation is still going to be an issue.

    Also, I'm already seeing this now, but this concept of sprints – the whole point is to give a team some peace of mind to build something complex, because typically you would need a week or two to build something complex. But now, when it takes a day and some good prompting to do the same thing that would have taken a whole sprint, then the sprint is a day instead. If the sprint is a day, is there any difference between a sprint planning meeting and a daily standup? Not really.

    I think sprints will just kind of shrink into oblivion. What's going to be left instead is something a little bit similar – some kind of synchronisation point or follow-up point. Instead of a sprint where every 2 weeks we sit down and try to make a plan, I think it'll be very much continuous delivery on a day-to-day basis. But then maybe every week or two we take a step back and just reflect a little bit and say, "Okay, what have we been delivering the past couple of weeks? What have we been learning? What's our high-level focus for the next couple of weeks?" A very, very lightweight equivalent of a sprint.

    I feel pretty confident about that guess because personally, we are already there with my team, and I think it'll become a bit of a norm.

    Final Thoughts: Preparing for the Future

    Henrik: No one knows what's gonna happen in the future, and those who say they do are kidding themselves. But there's one fairly safe bet though: no matter what happens in the future with AI, if you understand how to use it, you'll be in a better position to deal with whatever that is. That's why I encourage people to get comfortable with it, get used to using it.

    Tenille: I have a teenage daughter who I'm actually trying to encourage to learn how to use AI, because I feel like when I was her age, the Internet was the thing that was sort of coming mainstream. It completely changed the way we live. Everything is online now. And I feel like AI is that piece for her.

    Henrik: Isn't it weird that the generation of small children growing up now are going to consider this to be normal and obvious? They'll be the AI natives. They'll be like, "Of course I have my AI agent buddy. There's nothing weird about that at all."

    Tenille: I'll still keep being nice to my coffee machine.

    Henrik: Yeah, that's good. Just in case, you know.

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    Thank you to Henrik Kniberg for joining us on this episode of the Easy Agile Podcast. To learn more about Henrik's work, visit Abundly AI or check out his educational videos on AI and agile practices.

    Subscribe to the Easy Agile Podcast on your favourite platform, and join us for more conversations about agile, product development, and the future of work.