Easy Agile Podcast Ep.26 Challenging the status quo: Women in engineering

"It was great to chat with Alana and learn from her experience" - Sean Blake

In this episode, I was joined by Alana Mai Mitchell. Alana is a results coach, author, podcast host, and Senior Product Development Manager at one of Australia's largest banks where she works with Agile teams every day.

She has over 13 years experience in digital financial services and coaching. She's spoken live on Channel 10 here in the Australian media and has had her mental health story featured in publications, like The Daily Mail and Mamma Mia. She's the author of a book, Being Brave, and she's the host of the Eastern Influenced Corporate Leader Podcast.

We covered a lot of ground in today's episode. We talked about:

• The importance of putting your hand up and telling your manager when you want to be challenged more and to be exposed to new opportunities.
• Building trust with your team and disclosing some vulnerabilities about yourself.
• Alana's mental health journey over the course of six years, and that journey continues today. What she's learned and what we can learn from her experience to better look after our teams and people in our community.
• Servant leadership and being a generous leader.
• The importance of authenticity and direct communication.

I hope you enjoyed today's episode as much as I did.

Transcript

Sean Blake:

Hello, welcome to the Easy Agile Podcast. My name's Sean Blake and I'll be your host today. Today, we have a really interesting guest and a fantastic episode ahead for you. Our guest today is Alana Mai Mitchell. Alana is a results coach, author, podcast host, and Senior Product Development Manager at one of Australia's largest banks where she works with Agile teams every day. She has over 13 years experience in digital financial services and coaching. She's spoken live on Channel 10 here in the Australian media and has had her mental health story featured in publications, like The Daily Mail and Mamma Mia. She's the author of a book, Being Brave, and she's the host of the Eastern Influenced Corporate Leader Podcast.

Sean Blake:

We covered a lot of ground in today's episode. We talked about communication styles. We talked about the importance of putting your hand up and telling your manager when you want to be challenged more and to be exposed to new opportunities. We talked about the importance of building trust with your team and disclosing some vulnerabilities about yourself. We covered Alana's mental health journey over the course of six years, and that journey continues today. What she's learned and what we can learn from her experience to better look after our teams and people in our community. We talked about going first in servant leadership and being a generous leader. The importance of authenticity and direct communication. I hope you enjoyed today's episode as much as I did. Let's get started. Alana, thanks so much for joining us on the Easy Agile Podcast today. It's great to have you here.

Alana Mai Mitchell:

Thanks so much, Sean.

Sean Blake:

Before we jump into our conversation, Alana, I'm just going to do an acknowledgement to country. We'd like to acknowledge the traditional custodians of the land from which we're recording today, the Watiwati people of the Tharawal speaking nation, and pay our respects to elders past, present and emerging. We extend that same respect to all Aboriginal and Torres Strait Island peoples who are tuning in today.

Sean Blake:

Well, Alana, there's so much to talk about today. The background is, we used to be colleagues in the financial services industry. We bumped into each other again out of the blue at Agile Australia '21 Conference, just at the end of last year, which was a great conference. We thought we'd have you on the podcast because you've got so many different stories to tell, but I thought maybe we could start this episode by talking about your career journey and how working with Agile Teams has weaved into your career trajectory.

Alana Mai Mitchell:

Yeah, sure. Agile really came into the forefront right back in 2013. I always remember my first Agile training. We had a team day, where I was working at the time. We had an external facilitator come in because the Agile framework was something totally new to financial services at that time. We played Lego. We had each of our wider team was divided into smaller teams, like scrum teams, all this new terminology. Then we were building island and we had an island each and the product owner was feeding user stories in from the customer. Partway through we were building, I think, a rocket launcher and then no, we didn't want to rocket launcher anymore.

Alana Mai Mitchell:

We wanted to tweak it. We had to adapt to things on the fly. I always remember that experience because it was so transformative, just having such a direct and collaborative way of working with people on a project. To this day, of all the Agile trainings and experiences that I've gone through, it's always the ones that are really interactive that I've remembered the most and gained the most and taught them, like learnt them myself as a participant and then taught them to other people as well.

Sean Blake:

Along the way, do you think, you've been through all these training sessions and you've been working with teams on the ground. What have you found from Agile, which is a big topic, but what have you found to be the most transformative and the most helpful from the way that these teams used to do things to the way that they do them now?

Alana Mai Mitchell:

I would say communication. What I found was, because I had the contrast with both, I've worked in Water Force style projects and Agile projects as well. I think the biggest part is the amount of effort and rigor that we would go through reviewing requirements and have those be delivered into technology. Then it go quiet and you not hear from technology until they come back with something and they're like, "I've got a baby." You're like, "What kind?" The difference with Agile is that you are able to co-create them.

Alana Mai Mitchell:

You're creating with your customer or your end user, if you're working with an internal user, and then you are also working with technology and finding out what kind of constraints technology has or what kind of ideas they have as well. You have that ability to communicate with the dev. Sometimes your devs are on-shore, often cases they're offshore. We're all remote now, so it doesn't make as much difference as it did when we were in the office. You can really just pull away a lot of the process that gets in between people and have conversations. That's what I really think is the most transformative part.

Sean Blake:

Great. Yeah, so that communication. Do you feel like the communication throughout COVID and working remotely has been more challenging? Are you one of those people that find those face-to-face communication skills, you really prefer the face-to-face or has remote been okay for you? Because I know some people have struggled. Some people have found it easier to be on Zoom all the time.

Alana Mai Mitchell:

Well, I mean, when I go in the office and we have that brief time where we were back in the office, I had a smile on my face the whole time. Because I just love seeing people and I'd go around and walk over to my team and say, "Hey, how are you going?" Just catch up with them. I think the one piece that's missing for me in the remote working whilst there's greater flexibility, you can do multiple things at the same time. You focus a lot of your work. You can get a lot more done quicker. I do find that informal relationship building, you need to actually schedule in time or pick up the phone out of the blue and connect with someone.

Alana Mai Mitchell:

Whereas in the office, I would just find that because people were there and I don't know, you might be having lunch at the same time or going downstairs for something at the same time or even the corridor conversations that happen after the meeting where you can just chase someone or ask someone a question or they chase you and you just get things done. It's just different. I'd say it's more, the catch ups are more scheduled and formal, I find in a remote work setting.

Sean Blake:

I feel the same way. I feel the small talk and the talk about the weekend on Zoom is much harder for me and much more tiring to try and sustain that than in person. It becomes more naturally. I really have to make a big effort, especially on one-to-ones with people in the team when I'm trying to check in on their health and wellbeing and how they're going at work. I just find that much more exhausting than what I do in person. I think it's just those nonverbal communication skills and you can see people's body language easier when you're in the office.

Sean Blake:

Someone's slumped at their chair for six hours out of a seven-hour work day. Then you're like, "Oh, something's wrong." If you know that you've got to get on Zoom and try and pretend to be happy and that everything's okay, then you can fake it a little bit easier. Of course, there's loads of benefits to remote work, as you say. That human element personally, I find it's much more challenging to replicate using digital tools. Maybe there'll be more innovation that comes, but the time will tell on that.

Alana Mai Mitchell:

Yeah. On that, I wanted to add some of my friends in the technology space. Talking about the metaverse and how at the moment you and I are having this conversation through screens. I'm in my space, in my house, and you can see my painting in the background and I can see that you've got a podcast set up. One of my friends was talking about how, he's an architect, and so he was thinking about how we create digital spaces. When we meet digitally, if we were meeting as our avatar, what kind of space would facilitate better conversation? That blew my mind when he was talking about that. I was like, "Oh, I hadn't even thought of that." Absolutely, you could meet in a virtual space because we're doing what we've got with the tools that we have today, but the tools can change.

Sean Blake:

I guess it's almost certain they will change. I can't see that Zoom will be the market leader forever. I'm sure there'll be things that come along very soon that will try and replicate some of those physical experiences that we miss so much of being in the office and having those social experiences together. Alana, I'm wondering about the teams that you work with now or in the past, those Agile teams, do you have any tips for people who are new to Agile teams or maybe they're coming in?

Sean Blake:

They want to improve their communication, whether they're remote or in office, and improve their organization's Agile maturity, but they're just finding it a bit of a struggle. Do you have any tips for people who are just, they're butting their heads up against the wall and they can't seem to make progress with some of those patterns and habits that you talked about, like taking requirements away and not knowing what's happening for so many months or years before you hear something back from technology? How do you actually start to influence that culture and behavior, if you're new to Agile?

Alana Mai Mitchell:

I'm going to take a slightly different approach on that to answer your question. Because the thing that came to mind for me was when I in Outward Bound, which is a remote wilderness organization in 2012 in the US. I was instructing there. One of the frameworks that they use is William Glass' Choice Theory. Choice Theory talks about that we have five needs, and I'll put myself on the spot. Well, I'll mention some of them, because I can't remember all of them. There's like need for fun. Some people have a high fun need. Then there's like need for power, like feeling powerful. There's like, love and belonging, is another important need. There's two others, which I can't recall right now. I think when you are coming out of a situation, from a perspective, you've tried a couple of times when you're approaching it, and not getting anywhere, I would have a look at what needs am I, myself looking to get met out of this communication.

Alana Mai Mitchell:

Then on the flip-side, what needs is my communication partner or the team that I'm working with? What is the most important need for them? As we were talking about remote working, like the fun need. People love to have fun and you can actually have fun at work. It doesn't need to be separate. Thinking about like, if you have a high fun need, and you also notice your team has that as well. How can you address that in your communication style or bring out some kind of activities that can bring that to life? I would always go back to what are my needs and what are the needs of other people that I'm working with? Because when you're working with different teams, they have different agendas, they have different goals. If you can figure out what you have in common, it's a lot easier to bring another team or people in those team on the journey, once you figured out what the common ground is.

Sean Blake:

That's great advice. Think about it from their point of view, rather than just what you need and your own agenda and try and adapt to your approach to them. That's really good. I saw this quote recently, Alana, which reminded me a little bit about your mental health journey, which we'll talk about more in a moment. The quote was about, when you're looking for a new role or a new job, you shouldn't just look for a great company to work for. You should look for a great manager to work for, because the influence and your experience as an employee, working for a manager, is often so much more important than and influential than just picking a great or a well-known company to work for. Have you found that to be true in your own career?

Alana Mai Mitchell:

Oh, yeah. I have found that some really phenomenal leaders. In a previous organization that I was working in, I like to keep learning and growing all the time. In previous roles, sometimes I get bored. It happens. That's really valuable to organizations because I'm constantly looking at where to improve things. I had a time where my manager was focused on other things and learning and development wasn't as important. Then I had a lady named Christina come in and Christina was like fire. She was just, "This is what we got to do." Open to change, really clear communicator, she's from the US. She's really direct in a compassionate way and she's really progressive as well. I found because of her influence in the organization.

Alana Mai Mitchell:

Also, through my willingness to put my hand up and say, "I'm willing to participate." Which is, for the people who are tuning in, it's not just about the leader creating the opportunities for you and saying, "Hey, present to this general manager forum or executive general manager forum." Or whatever it is. It's also about you saying, "Hey, I'm willing and I'd love to." And communicating what you are after. We met on that path and I had some of the most, stronger success working with Christina. I was fortunate at that the culture was also really great. The immediate team culture needed to shift as well, which is part of why Christina came on board, and the company culture is really good.

Alana Mai Mitchell:

I would say on the point on like manager over culture is that when you are someone who is progressive and you're wanting to shape the culture for the better, you're going to find cultures that need a little attention or need a little work or things that aren't quite as performing as well as they are. With the sales perspective, opportunity plus. If you go to a culture and everything's amazing, you're sure you can make it a little bit more amazing. Really, when you have the support of your manager, who's, you see these initiatives and they're going to say, "Okay, go for it. I've got this GM forum coming up that you can present at, or let's find your sponsor. Let's find your mentor." That the two of you working as a team can be at the forefront of the new culture, which impacts the rest of the culture.

Sean Blake:

Interesting. I don't know if I've ever been in a culture that's perfect and overachieving and too good, but absolutely you can get too comfortable and complacent in roles and you can almost just be a little bit shy from putting your hand up for those opportunities. Do you think there's many cultures out there that are too good? How do you assess the quality of a culture before you accept the role and start working in that team?

Alana Mai Mitchell:

Oh, good question. I always asked, what's the vision and how does it relate to this role? I want to hear it from the hiring manager before I join a company. What I'm looking for is I'm asking that question to multiple people. I'm looking for a congruence, about the hiring manager sees a similar story as to what their peer, who's maybe interviewing in the second interview or their leader in the third interview. I'm looking for those things to match up, because that's telling me there's consistency. It's just, I'm getting the same story. That they're also communicating well. That would be a sign to me. Yeah, that's about what I do.

Sean Blake:

That's good. Good tip. Alana, you have a quote on your website, which talks about your mental health journey. It says, "I have totally recovered from five mental health breakdowns across six years, where doctors once talk would me, I would be homeless." That sounds like a lot of hardship and a lot of sweat and tears and pain over many years. Do you want to walk us through a little bit of that journey and what you've learned about yourself through those experiences?

Alana Mai Mitchell:

Oh, yeah. Thanks for pulling that out from the site, Sean. In 2013, I started to notice that things weren't right. I wasn't feeling myself. I sought help from a counselor, career counselor. Because I thought, "Is it my career?" I said, "Am I not in the right job?" I spoke to a psychiatrist and a psychologist and they did a little bit of an investigation, but no one really got to what was going on. Then I made some quick decisions in my career, which I look back on and I think, "Wow, I really was in the throes of it and not thinking clearly at all when I made those choices." I found myself, about November 2014, in between roles. As someone who was previously really ambitious, like high-achiever, chronic high-achiever without having a role and a career prospect at the moment back then was a big deal.

Alana Mai Mitchell:

I had what was called a psychotic episode. Essentially, that was like me, believing deluded thoughts and not having a really strong grip on reality, having some story going on in my head that wasn't true at all. It ended up because I was taken by ambulance to hospital. Then still at that point, people didn't really know what was going on. I was a in mental health ward and came out from that, started on medication, which improved things. I thought, and this is part of why I had the multiple psychotic episodes, is that I thought that the stress of being in between jobs or stressful situations at work, I thought they were the triggers for the psychotic episodes.

Alana Mai Mitchell:

I would take the medication for a while, get better temporarily, think everything was normal, stop the medication. Then six months later I would have another breakdown. Then that happened over six years and I realized towards the fifth and final, so that was when I was running a coaching business that had a few clients at the start and then we didn't have any clients at all. I essentially ran out of money and got into debt. Then when the doctor learned about my financial situation, he said, "You're going to be homeless." I was so offended. I was like, "How dare you." I was like, "No, I will not. I will not." I look back now and I'm so thankful for him sharing that with me, because he provided me with a choice. Something to push against and choose another way. He activated my will, from me going from being offended to being thankful, where I'm at today.

Alana Mai Mitchell:

I charted my way out of that. Now, I have well-managed schizophrenia and I take medication. I'll be taking medication for the rest of my life. It's part of who I am. I don't experience like, some people have a lot of appreciation for, because I know that they're in their mental health journey. It's not all smooth sailing, even after they have an answer of a diagnosis. It still can be challenging in there's up days and down days. For me, I'm consistent. It's been now coming up to four years since the doctor and I had that conversation in the hospital. Life is just incredible since then.

Sean Blake:

That's great. I'm so happy to hear that. Thank you for sharing your story with our audience. I think it's really important, isn't it? To be vulnerable and to share the truth about things that have happened in the past. Do you think that there's something that we can learn? With the people that you work with now, do you have a clearer understanding or are you looking for signs of people in your life who might be struggling with some of the similar issues and what can we do as people in our own communities and working with teams to look out for each other and to better support each other with some of these mental health issues front of mind so that we can be more supportive?

Alana Mai Mitchell:

I always listen for and check in with how the team is doing and it's not just, you ask how are you, and you're listening for more than what they say. If they say they're good, how are they saying it? We had that conversation before about the remote working and it's different. To come to the, are you okay, and we have the, are you okay days. Someone asked me in the office where we were actually working together. They're like, "Are you okay, Alana?" I couldn't answer her. It's not always as simple as getting a no, sometimes it's, you don't get a response. Then the alarm does go off. I really think taking in all the points of interaction that you have with someone and aligning to, is that consistent with how do they were, is there something different, check in with them, how is it going? If you're having a conversation, great. If they're sharing with you, even better.

Alana Mai Mitchell:

If they're not, you can always just check in with yourself and being like, "Is it something you need?" As to, why are they not sharing or is that something that's going on with them as well? The other piece I wanted to tie it, bring it back to the Agile leadership piece and from the conference that Agile Australia that we were at. I really see that building trust with teams is so key. We're in this remote working environment or hybrid working environment, depending on what office you're in. It really is important to build trust with your team. One of the quickest ways you can do that is by sharing vulnerably with what you have to share. I don't mean going for exposure and putting yourself in vulnerable situations where you are uncomfortable with what you share.

Alana Mai Mitchell:

It's disclosure, so it's something that you're 100% comfortable within yourself, and you've accepted it within yourself and you share that with your team in openness. When you do that, you see that your team also, they hear it and they mirror it as well. You go first and they share. The mental health example, I shared that on LinkedIn. I've shared it in situations with my team. Then I've been invited to talks and I've had people approach me. It really builds without having to go through a lot of, I ask this thing of this person, do they deliver it above and beyond expectations when I ask for it? How many times do you need to go through that process before you trust someone versus you, coming out and creating an environment of trust through of vulnerability? I do caveat that it's like not oversharing, it's sharing what you're comfortable with at that point in time, and that might change as you go on.

Sean Blake:

Interesting. Does this apply to leaders as well? I know that you've spoken about being a generous leader in the past, and that reminds me of servant leadership, which is another kind of Agile phrase that you hear come up quite a lot. This idea of going first, disclosing what you're comfortable with to your team, even as a leader, showing vulnerability is really important. I know in my experience, if you can share some of the honest and harsh realities of what it's like to be in your position, then your team are more empathetic with the challenges that you have.

Sean Blake:

Because a lot of people assume that when you are in a position of leadership and responsibility, then things are easier because you can just delegate or you've got budget to solve some of these problems, but it's not actually the reality of it. The reality of it is you struggle with things just like anyone else. By sharing and disclosing things with people at all levels of the organization, then that helps to build empathy and a bit more care and support no matter what level you're at. Are there other things or habits or qualities of a generous leader or a servant leader that you've seen or that you try and model or encourage?

Alana Mai Mitchell:

The big one that stands out for me is authenticity. Really knowing yourself, knowing what your leadership style is, knowing what your challenges are, what your strengths are, what you're working on and being authentic about that. When you feel something, sharing what you feel, not having to feel like you need to say it a different way or sugarcoat it, being able to speak your mind in a way that's direct and compassionate. We're not going for like arrogance, and we're not going for wishy washy. We're going for direct and compassionate, then share what's in your heart, so authenticity. Those are the leaders that you, I'm so glad you brought up empathy because when you're vulnerable, empathetic, and authentic, those are the leaders that really stand out for you and me.

Sean Blake:

That's great advice. Authenticity, direct communication, build empathy. All right, thanks for sharing that.

Alana Mai Mitchell:

You're welcome.

Sean Blake:

Alana, how did you decide that you wanted to write a book about some of your experiences and can you tell us about how your book, Being Brave, has changed your life and how you think about sharing your story?

Alana Mai Mitchell:

I naturally have a lot of things going on. I love projects. I love it, that's why I'm in projects. Because I love setting a goal and reaching it. The company I was working at had done a number of workshops and I got to a point where I didn't have as many activities going on. I was like, "Oh, that's really interesting. I don't have as much stuff going on." This was just at the start of the pandemic in 2020. A friend, a really dear friend of mine said, "Try meditation. Try meditation daily." I meditated each day and I had been surrounded, my network is very much of a coaching network. I know a lot of coaches and they had written their own books as well. I was on the radar and I was meditating and I got the idea to write a personal memoir about my story.

Alana Mai Mitchell:

It's really interesting that even in through that process of doing a lot of personal development work and going through the process of writing the story, there were still some things in that, that I wasn't quite comfortable owning yet. It's been, since I wrote the book that I've accepted that. In a book, if people read it, I talk about psychotic episodes. I don't talk about schizophrenia because it was all later when I was asked to do a media thing about schizophrenia, that I was like, "Okay, yep. Time to own that." I feel like the book at a point in time had me accept all that had happened with unconditional love and then to still, modeling that piece of going for disclosure and not exposure. Still, I had my fragility on what I wasn't ready to disclose yet. Since then, that had progressed further.

Sean Blake:

That's awesome. That therapy you're sitting down to write the story actually helped flesh out the story itself and you came to terms with some of those things that happened. What has been the reception to the book?

Alana Mai Mitchell:

Most people, when they pick up the book, it's a short book, so some people even call it a booklet, because it's 11,000 words. It's short. They say, "Wow, I read that in an hour and a half, in one sitting. I couldn't put it down." someone had said, "It's the story of the famous rising from the ashes." They can take a lot of inspiration from it. The point of the book and a lot of what we're talking about vulnerability is going first as the leader. You set an example that others can follow in, so that will flow into their lives as well. The book is set out with a story and a few questions at the end that people can go through for their own insight.

Sean Blake:

Great, awesome. Alana, is there anything else you'd like to share with our audience before we start wrapping up the episode today?

Alana Mai Mitchell:

I did, because I know this is about Agile more so, and that's a really important topic to your audience. I did write and have a think about after that conference we went to, Agile Australia, about what is beyond the Spotify model? Because the Spotify model is very, word is spoken about it at the moment with the crews and the tribes and squads of course, and the chapter lead models and all that they have, which I'm sure everyone tuned in would be really familiar with. I started to think about, what are the things that are relevant beyond the Spotify model? What's next? If your organization is at a point where you've already at your job at some of that, and you're looking for what's next. I did write an article about that. It's on LinkedIn, and I'll give it to you. If you want to, you can put it in the show notes.

Sean Blake:

That's awesome. We will definitely do that. Where can people go to find out more about you? Where can they buy your book or visit your website?

Alana Mai Mitchell:

My site is www.alanamaimitchell.com. On there is more about my story. There's a few things about coaching, which may be relevant. I'm not coaching at the moment, I'm more focused on my career in financial services. Then the book is on Amazon and it's in English and also in Spanish. There's the audio book and also the print book and the eBook.

Sean Blake:

Awesome. Well, Alana, thanks for disclosing what you've disclosed today and sharing your story with us. I've learned a lot about your experiences, and I've got a lot to think about, to reflect on, how to be a more generous leader. Thanks for spending time with us and being part of the Easy Agile Podcast.

Alana Mai Mitchell:

You're so welcome. Thanks for having me on the show, Sean.

Sean Blake:

Thanks, Alana.

"Really enjoyed my conversation with William and Riz, I'm looking forward to implementing their recommendations with our team" - Angad Sethi

In this epsiode I spoke with William Rojas and Rizwan Hasan from Adaptavist about the ways we can enable high performing agile teams:

• The significance of team alignment
• When and where you should be using tools to assist with your team objectives
• Prioritizing what conversations you need to be apart of
• Advice for remote teams

Subscribe/Listen on your favorite podcasting app.

Thanks William & Rizwan!

Transcript

Angad Sethi:

Good afternoon/evening/morning everyone. How you guys going?

Rizwan Hasan:

Oh, good. Thanks Angad.

William Rojas:

Yeah. How are you?

Angad Sethi:

Yeah, really good. Really, really stoked to be having a chat with you guys. Should we start by introducing ourselves? Riz, would you like to take it?

Rizwan Hasan:

Sure. My name's Riz Hasan, I'm based in Brussels, Belgium. Very newly based here, actually used to be based in New York, not too far from William. We usually used to work together on the same team. My role here at Adaptavist is I'm a team lead for our consulting group in EMEA. So in the European region and in the UK. So day to day for me is a lot of internal management, but also working with customers and my consultants on how our customers are scaling agile and helping them with tool problems, process problems, people problems, all the above.

Angad Sethi:

Yeah. Yeah. Sounds awesome.

William Rojas:

As for myself, William Rojas. I'm actually based out of a little suburban town called Trumble in Connecticut, which is about an hour plus northeast of New York, basically. And as Rez mentioned, yeah, we've worked for a number of years we've worked together, we were running a agile transformation and scaling adoption team for Adaptavist. My new role now is actually I took on a presales principle, basically a presale principle consultant these days. It's actually a new role within Adaptavist, and what we do is we have, actually all of us, I think most of us are all like ex-consultants that support the pre-sales process, and work in between the sales team, and the delivery team, and all the other teams that support our clients at Adaptavist.

Angad Sethi:

Awesome, awesome.

William Rojas:

I help find to solutions for clients and make the proposals and support them through, get them on through delivery.

Angad Sethi:

I'm Angad, I'm a software developer and I'm working on Easy Agile programs and Easy Agile roadmaps, two of the products we offer for the Atlassian marketplace. We're super excited to speak to you guys about how your teams are operating in, like what's a day to day. Riz, would you like to answer that?

Rizwan Hasan:

Sure. Yeah. So apart from like the internal management stuff, I think what's particular to this conversation is how we walk clients through how to navigate planning at scale, right?

Angad Sethi:

Yeah.

Rizwan Hasan:

I'm working with a client right now who's based in the states, but they're acquiring other software companies left and right. Which I think is also a trend that's happening within this SaaS ecosystem. And when that happens, they're trying to bring all that work in together. So we're talking through ways of how to visualize all that in an easy way that isn't really too much upfront heavy with identifying requirements or understanding what systems we want to pull in, but more so what do you want to pull in? So really right now, in this phase of the data that I'm working with this client, it's really just those initial conversations about what are you planning? What are you doing? What's important to you? So it's a lot of these conversations about that.

Angad Sethi:

And so you mentioned it's a lot of internal management. Are some of your clients fellow workmates, or are they external clients?

Rizwan Hasan:

They're mostly internal because I manage a team, so I have different people who are working on different types of projects where they might be doing cloud migrations. They might be doing some scripting work. In terms of services, we cover everything within the Atlassian ecosystem, whether it be business related, process related, tool related. So it's a big mix of stuff at all times.

Angad Sethi:

Cool. And is it usually like you're speaking to all the team leads, and giving them advice on agile ceremonies, and pushing work through pipelines and stuff?

Rizwan Hasan:

Yeah, actually, so a story of when I first moved to Brussels, because we've... So professional services started at Adaptavist in the UK, and this was maybe like seven-eight years ago, and it's expanded and myself and William were part of like the first group of consultants who were in North America. That expanded really quickly, and now that we're in EMEA, it's almost like a different entity. It's a different way of working, and a lot of leadership has moved over to North America, so there's new systems and processes and ceremonies and then all that's happening. But because of time zones there's a conflict.

So what I started to do when we got here was to reintroduce some of those habits and consistent conversations to have, to really be much more on a better planning cadence. So interacting with people who would be, say, bringing work to delivery in presale. So folks who are, who work similar to William's capacity over here in this region, and then also project managers who would be responsible for managing that work. Right? So on the equivalent of like a scrum master on an engagement or like an RTE on a big engagement. Right?

Angad Sethi:

Yep. Yep. That's awesome. Just one thing I really liked was your terminology. You used conversations over ceremonies or speaks about the agile mindset in that sense, where you're not just pushing ceremonies on teams, where you actually embody being agile. Well, I'm assuming you are from your conversation, but I guess we'll unpack that. What about you, William? What's your [crosstalk 00:06:32]

William Rojas:

I was going to say, one of the things that's interesting challenge that we face, because Adaptavist has an entire branch that does product development and there are product developers, and product managers, and product marketing, and all sorts of things like that. And they set plans and they focus, deliver and so forth, as you would expect a normal product organization to do. On the consulting side, one of the things that's very interesting is that a lot of our, like we have to answer to two bosses, right? Like our clients come in and say, "Hey, we need this," and we have to support them. In the meantime, we have a lot of internal projects, internal procedures and processes and things that we want do as a company, as a practice, but at the same time, we still need to answer to our clients.

Angad Sethi:

I see.

William Rojas:

So that's actually one of the interesting challenges that from an agile perspective, we're constantly facing having to balance out between sometimes conflicting priorities. And that is definitely something that, and although consulting teams at different levels face this challenge. Right?

Angad Sethi:

Yeah.

William Rojas:

So as Riz mentioned, we're constantly bringing in more work and like, "Okay, we need you to now adjust and re-plan to do something different, then manage." Yes. It's an ongoing problem that's just part of this part of this world kind of thing.

Angad Sethi:

Yeah. Okay. I see. And so if I heard that correctly, so it's, I guess you're constantly recommending agile processes, but you may not necessarily get to practice it?

William Rojas:

But more so we're both practicing for ourselves as well as trying to tell our clients to practice it or trying to adjust.

Angad Sethi:

I see, yeah.

William Rojas:

You know, a client comes in with needs and says, "Okay, now we have to re-plan or teach them how to do it, or re-accommodate their new emerging priorities as well." So we ultimately end up having to practice agile with and for our clients, as well as for ourselves. It's that constant rebalancing of having to weave in client needs into internal needs, and then the constant re-priority that may come as a result of that.

Angad Sethi:

Yeah.

William Rojas:

And then we're constantly looking for like, how do we make this thing more efficient, more effective? How do we really be lean about how we do the work and so forth? That is definitely one thing that we practice. We try to practice that on a daily basis.

Angad Sethi:

Yeah. And I guess that's a very, a tricky space to be... not a tricky space. It can be tricky, I guess, but adding to the trickiness is remote work. Do you guys have a lot of clients who have transitioned to remote work? And I don't know, has it, has it bought to light problems, which can be a good thing, or like what's your experience been?

William Rojas:

So that's interesting because so I've been doing consulting for over a couple decades, and traditionally, so I've done a lot of that, that travel warrior, every week you go travel to the client to do your work, you travel back and you do that again next week, and you do that month after month. In coming to Adaptavist, Adaptavist has historically always been a remote consulting company. So five years ago it was like, wow, we would go to clients saying like, "Okay, we need you to do this." And we're like, "Yeah, we can deliver that. And no, we don't need to, you know. We may come in and do a onsite visit to introduce ourselves, but we can deliver all this work remotely." So we've always had that history.

Angad Sethi:

Okay.

William Rojas:

But nonetheless, when COVID hit and everybody went remote, we definitely experienced a whole new set of companies were now suddenly having to work remotely, and having to establish new processes and practices that basically forced them to be remote. And I think we've had the fortune of in a sense, having always been-

Angad Sethi:

Yep, remote start.

William Rojas:

... S8's.

Angad Sethi:

Yeah.

William Rojas:

I know whenever we bring on people into the company, into consulting particular, that's one of the things we always point out. Remote work is not the same as being in the office. It has its ups and downs. But we've always had that benefit. I think we've been able to assist some of our clients, like, This is how this is how it's done, this is how we do it." So we've been able to teach by example type of thing for some of the clients.

Angad Sethi:

There you go.

William Rojas:

Yeah.

Angad Sethi:

Awesome. That was actually going to be my next question is what's the working structure at Adaptavist and what sort of processes? I'm sure that it's a big company and therefore there'd be tools and processes particular to teams in themselves. Just from your experiences, what are some of the processes or tools you guys are using?

Rizwan Hasan:

So, in terms of planning and work management, because we started off as a remote first company, and since COVID, business is good. I'll be frank there, it's been good for us because we specialize in this market. We've had a huge hiring spurt in all these different areas, and one thing that I noticed internally, as well as problems that... I wouldn't say problems, but a trend that we're seeing with a lot of other clients is that because of this remote push, and the need for an enterprise to be able to give the teams the tools they need to do their work, there's a lot more flexibility in what they can use, which has pros and cons.

On the pro side, there's flexibility, the teams can work the way they want. On the con side, administration might be difficult, alignment might be difficult. So we're seeing a lot of that with customers and ours. So we're almost going on this journey with customers as we're scaling ourselves, and learning how to navigate this new reality of working in a hybrid environment.

William Rojas:

I think in terms of some of the tooling and so forth that we get to do. So we obviously internally we have, we're pretty, pretty much in Atlassian. Atlassian stack, that is very much how we work every day. All our work is using Atlassian tools. All our work is tracked, all our client work is tracked in JIRA, all our sales work, basically everything we do, we use JIRA and Confluence, we're really big on Confluence. We have a lot of customizations we've done to our instance over the years, things that we just have developed, and so that's internal.

I think the other aspect is often, depending on the client that comes to us and the type of work that we're doing for that client, then the types of tools that we use can pretty much run the full gamut. We have a lot of Atlassians, we do a lot of work in JIRA with our clients, like work in Confluence. Sometimes we're working on helping them scale, so we bring on some of the add-on to support some of the scaling practices within to support JIRA. We'll do a lot of JSM work. We do often DevOps work, and then we'll bring on a lot of the DevOps tool sets that you would expect to find, so things to support delivery pipelines.

So it really depends quite a bit on the client. We even do some agile transformation work. And then there, we do some a lot of custom build things, practices and so forth. And we bring in surveys and tools that we've been able to develop over the years to support that particularly. So a lot of the tools often are dictated by what the client and the specific engagement call for.

Angad Sethi:

In my personal experience recently with COVID, I find myself in a lot of meetings, we are experimenting with, with Async decision making. Have you experimented with Async decision making processes yet?

Rizwan Hasan:

I'll start by saying I hate meetings. I think most meetings are a waste of time, and I tell my team this. And I'm like, "If we don't need to meet, like we're not going to meet."

Angad Sethi:

Yeah. Awesome.

Rizwan Hasan:

And I think that really comes. Yeah, awesome, for sure. Awesome.

Angad Sethi:

I love it.

Rizwan Hasan:

But it comes down to really is when you do meet, are you having the right conversation? And I think a key component being like an agile team, quote-unquote, is you have an understanding of what we all are doing collectively and what the priorities are. Which is tough to actually get. So when we talk about like asynchronous decision making, with a team that has some degree of understanding of what priorities are, what goals are, it gets easier. And you can have more low impact interactions with people.

So we use Slack a lot and we have a lot of internal bots on our Slack to be able to present information and collect feedback at asynchronous times, because there's voting features, there's places where you can comment. And I think when we talk about teams that are growing across the globe and also time zones and flexible working, that's a real thing now. There's a practical way of how to do that, that we're starting to dig into what does that look like?

Angad Sethi:

Do you find yourself in a million Slack groups?

Rizwan Hasan:

Yep.

Angad Sethi:

Yep. You do. Do you see any extra hurdles you've got to skip because of that? Because you maybe, do you find yourself hopping from conversation to conversation, whereas it would just be easier if everyone was in the same conversation? Does that happen a bit?

Rizwan Hasan:

Yeah. Yeah. All the time.

Angad Sethi:

I hear you, yeah, there you go. Okay. Cool.

William Rojas:

But I would say we have a lot of impromptu. I think we do have a lot of impromptu meetings. And sometimes we may be in a Slack typing away. It says, you know what? [crosstalk 00:17:29]

Angad Sethi:

Just jump in a huddle.

William Rojas:

Into Zoom and then let's chat or Slack conversation, and then just face to face conversation, and then just address it then and there. But I think we have been looking at, it's almost like I think a balance between the time spent on the meeting, and the amount of people that need to be in the meeting, and the benefit and value that comes out of that meeting. And a daily meeting where work was people would pick up work or support from a sales perspective. And it was very, very much necessary as per part of the work coming into the consulting pipeline. But it felt very inefficient.

So that's one of the means, for example, we did away with, and it's now a completely asynchronous process, by which work comes in and it gets allocated, people pick it up, people support it, we deliver things, we track where things are and so forth. And we now use all of that is basically all done through Slack. So we did away with all the meetings around, "Hey, who can help with this?" But meantime, we have another meeting where we're trying to get people on projects. And that is very much a, we need to negotiate on that often. So that's a meeting that's still very much done.

Angad Sethi:

Yep.

William Rojas:

Everybody comes in, we all talk, we decide what we need to get done. People balance back and forth. So that trade off I think is really important to really understand what, there are meetings that are necessary, very valuable, and they should remain. And there's ones that really a Slack is a much better mechanism to be able to make those kind of decisions

Angad Sethi:

Yeah. Very true. Yeah. And does it well, sorry, firstly, pardon the location change. I'm sitting right next to the router now, so hopefully the iPhone holds. What sort of a scale are we speaking about here in your Slack? The reason I ask is with larger organizations, it can be harder to scale. Therefore I'm just trying to get a gauge of what scale your Slack is at.

Rizwan Hasan:

So we just hit, we are just over the 500 mark, that'd be in terms of employees. With basically our general, which seems to be, I think, I don't want to say universal, but the standard across any organization that has Slack general as the best indicator of how many people you have logged on. So we're just about the 500 mark, which I would say is probably around mid-size, but it's definitely getting to the point where we're starting to see, it's almost a little bit too much in order to disseminate information, find their information, etc.

We're actually partners with Slack also. So we work with them pretty closely on some opportunities. [crosstalk 00:20:39] Yeah, exactly. And we're starting to talk with customers also about the same problem, about how much is too much, and when do you start to form communities around people that are delivering the same type of value. So those conversations are more aligned and there's not just a whole lot of chatter and people get confused, like when they read Slack and like, "Oh, is this the priority now? Or am I supposed to be doing this or change in process?" That communication is harder now, I think, really. And this is where a lot of folks, I think, who are moving to this remote environment are struggling with, is that alignment communication.

Angad Sethi:

Yeah. Very true.

William Rojas:

And it is, I would say fairly organic, like our channel proliferation. We do have, I would think even for company of our size, we're pretty loose about how channels get proliferated, who gets to create them, what they're for and so forth. But then it gives the flexibility of based upon your interests or the context of what you need to communicate on, then you can either join a channel that supports it or create a channel if necessary to support it. So it is, in that sense, pretty organic. But it is true that there are hundreds, if not thousands of Slack channels that we have, and so kind of staying like which one should you be on, is definitely one of our biggest challenges.

Angad Sethi:

Yeah. Well, that just blows my mind just because like 500 people on a Slack. Our whole company is 35 people and I'm pulling my hair out being in too many Slacks. So well A, that blows my mind.

William Rojas:

It does allow us, for example, to have client specific Slack channels. So anybody, if you need to talk about, if you're working on a particular account, you're working for a client, then there's a channel for that. And if you're working on another client, there's another channel. The thing I find helpful about it is that it gives you that context of if I want to communicate with so and so, if I communicate with Riz on a particular account, I will go to the account channel. If I want to talk to Riz one-on-one, I go to a one-on-one chat.

Angad Sethi:

I see, yep, the flexibility.

William Rojas:

So we do have that benefit of where to put the information. But it does mean that I have probably over a hundred channels in my roster of things that I follow, and I'm always behind.

Angad Sethi:

Yeah.

William Rojas:

Well, yeah. So the next level of it is, then you begin to prioritize which channels should I really be notified about, and which ones are most important. I want to track those. And I try to keep that list to a minimum in terms of unread messages, and the stuff that I try to get to, and I'm bored and I have nothing else to do so, but yeah.

Rizwan Hasan:

I've been leaving a lot of channels too. I've been just really cutting the cord with some channels. You know, I had some motivation to really help out here, but I just can't and it's just too much noise. And just got to cut the cord and be like, if it's empty, there's no conversation happening or if it's slow, then move on.

Angad Sethi:

Yep.

William Rojas:

We also have the ability to, you can get added back in. So sometimes you leave and then somebody will put you back in, like, "I need you to talk about this." But it is pretty organic. I know we do leave it up to the individual to decide how best to manage that.

Rizwan Hasan:

Yeah.

Angad Sethi:

That's awesome.

Rizwan Hasan:

We had a instance today, actually, where there was an old, it was basically a sales opportunity, a customer who had reached out to us for a certain ask, and we hadn't heard from them for months, like eight-nine months. And someone posted, someone who I'm pretty close with on our sales team posted, "Hey, this is kicking back up again, but I don't have the capacity." And I just left immediately as I saw that message. I was like, "I can't help out. Sorry."

Angad Sethi:

Yeah. The old so-and-so has left the group is a bit of a stab in the heart, but yeah.

Rizwan Hasan:

Yeah.

Angad Sethi:

We will get over it. Just coming back to a point you mentioned, Riz, you said you used the words, alignment and communication. Both of you when consulting with clients, are those the two main themes you guys like to base your recommendations around?

Rizwan Hasan:

I'll give you a very consulting answer and say it depends.

Angad Sethi:

Yeah.

Rizwan Hasan:

But when we engage with a customer, one of the toughest parts of our job is understanding if there is even alignment in the group of people that we're talking to as well, because at the scale of projects that sometimes we work with, we have like 20 to 25 people on a call. And of all of those people, they may have different motivations or objectives of what they're wanting with their engagement with us. So I would say, that's primarily what's driving what we're trying to find out, what we're trying to do with them is get some alignment between the group and ourselves, and communicating that is not always easy.

Angad Sethi:

Yeah.

William Rojas:

Let's say, adding on what Riz, that also depends quite a bit on the specific engagement with that client. So in particular, if the engagement, because if an engagement is like, "Get me onto the cloud." Okay. You know, come in. Often there's much better alignment for something like that. If the engagements are more about, "Hey, help us scale agile, help us get better at how we deliver." Then the need for alignment, the need to make sure that we're all communicating correctly, we all understand, we all come to the meeting with the same objectives and so forth, is so much more critical.

Angad Sethi:

Yeah.

William Rojas:

So in those kind of engagements, we're constantly realigning. Because it's not even like we had the alignment. It's like yeah. Okay. We have it, next week it's gone. We got to go back and get it again. So that keeping, making sure that everybody's marching towards the same set of objectives, defining what those objectives are, letting them evolve as appropriate and so forth, all that becomes so much more critical.

Angad Sethi:

Yeah.

William Rojas:

And that's where the tools, that's where things like JIRA and then again, like how do we scale? How do we show what everybody's doing? And so forth, that's where it becomes that much more important. And in those kind of engagements, the tooling becomes essential. Not that the tooling's going to answer it, but the tooling becomes a way by which it helps us communicate, yeah. This is what we all agree we're going to do. Okay. The tool says so because that's the decision we've made.

Angad Sethi:

Yeah.

Rizwan Hasan:

It's really interesting that you say cloud migration, William, like when you say, "Okay, I'm moving to cloud, we know what the alignment is," but even then, I'm finding is that, especially within the Atlassian ecosystem, because that's what we're exposed to all the time, but when we're moving data from a completely old infrastructure to something brand new, it's not going to be the same. And you have folks who are thinking that, "Oh, we're just going to be taking all this stuff from here and putting it over there." But what usually doesn't come along with it is that you're going to have to also change the way you work slightly. There's going to be changes that you're not accounting for.

And that's where the alignment conversation really is important because we work with small companies who understand, okay, moving to the cloud will be completely different. We also work with legacy organizations like financial institutions that have a lot of red tape, and process, and security concerns, and getting that alignment and understanding with them first of what this means to move to a completely different way of working, is also part of that conversation. So it's a constant push and pull with that.

Angad Sethi:

Yeah, yeah. It's really heartwarming to hear the two of you deal with the JCMA, which is the geo cloud migration system.

Rizwan Hasan:

Quite a bit, yeah.

Angad Sethi:

That's awesome, because yeah, that's something we are working on currently as well. So I'll end with a super hard question and I'll challenge you guys to not use the word depends in there. And the question is the number one piece of advice for remote teams practicing agile. Start with you, Riz.

Rizwan Hasan:

Get to know each other.

Angad Sethi:

Yeah, okay.

Rizwan Hasan:

Keep it personal. I think one of the hardest things about this new reality is making that connection with someone, and when you have that, that builds trust, and when you have trust, everything's a lot easier. So I'd say that. People really aren't... The enemy. That's not the right word, but work shouldn't be a conflict. It should be more of like a negotiation, and if you trust each other, it's a lot easier to do that.

Angad Sethi:

Yeah.

Rizwan Hasan:

So yeah.

Angad Sethi:

That's awesome.

William Rojas:

It really is.

Angad Sethi:

I'm going to definitely take that back with me.

William Rojas:

Yeah. And just if I could quickly add to that. That's like looking for ways how to replace the standing around by the, having a cup of coffee. How do you replace that in a remote setting?

Rizwan Hasan:

Yeah.

Angad Sethi:

Yeah.

William Rojas:

How do you still have that personal interaction that maybe there's an electronic medium in between, but there's still sort of that personal setting. I think that's one of the things you're looking for. Because yeah, it is very much about trust. And I think to that, I would also add, back to the alignment. Right? Because in some ways that strong interaction helps build and maintain the alignment, because often it's not so much that you get alignment is that you stay aligned.

So it is this constant, and having those interactions, having that trust and so forth, is what in a sense allows us to stay aligned. Because we know each other, we know how to help each other, we support each other, so we stay in alignment. So the trust and so forth are a good way to help build and maintain the alignment itself that you're looking for. That's absolutely. In remote world, you don't have the benefit of seeing each other, the whiteboard, all those things are not the same.

Angad Sethi:

Very true. Getting cup a coffee, yep.

William Rojas:

But we still need to stay in sync with what needs to get done. That's so important.

Angad Sethi:

Very true. And so would you guys want to drop any names of tools you're using to facilitate that trust between team members in a remote setting?

William Rojas:

So I would say, like I mentioned from my role, one of the things that we do is in the presales area, we support some of our larger accounts, almost as more of like a solution account manager, per se. So we come in and help make sure that the client is getting the solution that is meant to be delivered. So we work with the delivery teams, we work with the client, we sit in between.

There's one large client that we've been working on for years now, and we basically, to the point that they're moving towards some flavor of safe. That I wouldn't call it fully safe, but they do have a lot of safe practices, but they do PI planning, and so we come in and join the PI planning. That's actually one of the, like I said, how do you stay alive?

Angad Sethi:

That circle. Yeah. [crosstalk 00:33:15]

William Rojas:

You pull up your program definition, you look at what features you want to deliver in the PI, who's going to deliver that feature in the PI, and then in your readout, go back to the tool and say, "Look, this is what we've agreed to." Others can ask questions and so forth, and constantly going back to... For example, just last week, we're doing now sprint planning and saying, "Actually, okay, this feature's going to drag on another sprint. Let me go back and readjust in," this client is using the Easy Agile programs. The original plan of saying this features not going to be, not two sprints, but the three sprints instead, for example.

So that habit of getting into using the tool to communicate what we decided and what we just had to make changes to. So it becomes this, a communication vehicle, it's really important. Yeah, they use programs, they use the roadmap piece of programs to help them do their PI planning, and stay in sync with what it is that ultimately gets communicated out at the end of PI. And then during the sprints of the PI itself, and it's very helpful for them. Again, there's I think they have seven trainings, and they all use that to help stay in sync, stay aligned.

Angad Sethi:

Awesome. Awesome.

William Rojas:

One other quick thing I'll say is, I think there will be, some of where we've gone will now become status quo, become permanent. So I think that this has been as shift across the market, across the industry, across company, how people work. So the idea of remote work, the idea of using tooling to really establish communication, and help facilitate communication, all that, while it's been around, I think the big difference is now everybody, like you have no choice. Everybody has to do it.

Angad Sethi:

Has to. Yeah.

William Rojas:

And I think we've definitely seen a big shift across the entire industry because of that. That will now solidify and let's see what the next level brings. But I definitely think that we've reached a new stage of maturity and so forth pretty much globally, which is pretty cool.

Angad Sethi:

Yeah.

Rizwan Hasan:

Yeah.

Angad Sethi:

Yeah, it is. Thank you guys. I won't keep you too long. I think, has the sun set there, Riz? I can see the reflection going dark.

Rizwan Hasan:

Yeah. It is getting there. Yeah, for sure.

Angad Sethi:

Yeah. Yeah. I won't hold you guys for too long.

Rizwan Hasan:

All good.

Angad Sethi:

But thank you so much for the conversation. I honestly, I took a lot away from that. And yeah, I hope I can add you guys to my LinkedIn. I would love to be in touch still.

William Rojas:

Definitely.

Rizwan Hasan:

Yeah, sure.

Angad Sethi:

Yeah. Trying to establish a point of contact, not to add to one of your Slack channels, but yeah. Just so that we can be in conversation regarding the product and improving it.

Rizwan Hasan:

Yeah, sure. And we have a partner management channel. I know we've been talking to Haley a little bit.

Angad Sethi:

Awesome.

Rizwan Hasan:

She was reaching out, that's about some other stuff.

Angad Sethi:

Beautiful.

Rizwan Hasan:

Yeah, happy to. We engage with your product and it's in our white papers too, and we're going to put out another white paper this year where we're going to talk about Easy Agile too. So yeah. We'll stay in touch.

Angad Sethi:

Cool.

William Rojas:

I just gave you, so my LinkedIn is under a different, my LinkedIn is not with my work email. Because that way I can keep the same account place to place.

Angad Sethi:

Sounds good.

William Rojas:

Yeah. You can look me up on LinkedIn with that.

Angad Sethi:

Wicked awesome. Thanks guys.

William Rojas:

Awesome. All right.

Angad Sethi:

Have a good day.

"The episode highlights that Interaction, collaboration, and helping every team member reach their potential is what makes agile work" - Terlya Hunt

In this episode join Terlya Hunt - Head of People & Culture at Easy Agile and Caitlin Mackie - Marketing Coordinator at Easy Agile, as they chat with Jazmin Chamizo and Rakesh Singh.

Jazmin and Rakesh are principal contributors of the recently published report "Reimagining Agility with Diversity, Equity and Inclusion".

The report explores the intersection between agile, business agility, and diversity, equity, and inclusion (DE&I), as well as the state of inclusivity and equity inside agile organizations.

“People are the beating heart of agile. If people are not empowered by inclusive and equitable environments, agile doesn't work. If agile doesn't work, agile organisations can't work."

📌 What led to writing the report
📌 Where the misalignments lie
📌 What we can be doing differently as individuals and business leaders

Be sure to subscribe, enjoy the episode 🎧

‍

Transcript

Terlya Hunt:

Hi, everyone. Thanks for joining us for another episode of the Easy Agile podcast. I'm Terlya, People & Culture business partner in Easy Agile.

Caitlin Mackie:

And I'm Caitlin, marketing coordinator at Easy Agile. And we'll be your hosts for this episode.

Terlya Hunt:

Before we begin, Easy Agile would like to acknowledge the traditional custodians of the land from which we broadcast today, the Wodiwodi people of the Dharawal nation, and pay our respects to the elders past, present and emerging, and extend the same respect to any Aboriginal people listening with us today.

Caitlin Mackie:

Today, we'll be joined by Jazmin Chamizo and Rakesh Singh. Both Jazmin and Rakesh are principal contributors and researchers of Reimagining Agile for Diversity, Equity and Inclusion, a report that explores the intersection between Agile business agility and diversity equity and inclusion published in May, 2021.

Terlya Hunt:

We're really excited to have Jazmin and Rakesh join us today. So let's jump in.

Caitlin Mackie:

So Jazmin and Rakesh, thank you so much for joining us today. We're so excited to be here with you both today, having the conversation. So I suppose today we'll be unpacking and asking you questions in relation to the report, which you were both principal contributors of, Reimagining Agility with Diversity, Equity and Inclusion. So for our audience tuning in today who may be unfamiliar the report, Jazmin, could you please give us a summary of what it's all about?

Jazmin Chamizo:

Absolutely. And first of all, thank you so much for having us here today and for your interest in our report. Just to give you a little bit of background of our research and how everything started out, the founder and the owner of the Business Agility Institute, Evan Leybourn, he actually attended a talk given by Mark Green. And Mark who used to be, I mean, an Agile coach, he was referring to his not very positive experience with Agile. So this actually grabbed the attention of Evan, who was a big advocate of agility, as all of us are. And they decided to embark upon this adventure and do some research trying to probe on and investigate the potential relationship between diversity, equity and inclusion and Agile.

So we had, I mean, a couple of hypothesis at the beginning of the research. And the first of hypothesis was that despite the positive intent of agility and despite the positive mindset and the values of Agile, which we all share, Agile organizations may be at the risk of further excluding marginalized staff and customers. And the second hypothesis that we had was that organizations who actually embed diversity, equity and inclusion directly into their Agile transformation and then strategy may outperform those organizations who don't. So we actually spent more than a year interviewing different participants from many different countries. And we actually ended up seeing that those hypothesis are true. And today, we would like to share with you, I mean, part of this research and also need to encourage you to read the whole report and also contribute to this discussion.

Terlya Hunt:

Amazing. And Jazmin, you touched on this a little bit in your answer just then, but I guess, Rakesh, could you tell us a bit more about what was the inspiration and catalyst for writing this report?

Rakesh Singh:

Yeah. So thanks for inviting once again. And it's a great [inaudible 00:03:51] talk about this beautiful project. The BAI was actually into this activity for a long time, and I happened to hear one of the presentation from Evan and this presentation actually got me interested into business agility and associated with DEI. So that was one thing. And second thing when Evan talked about this particular project, invited all of us, I had been with transformation in my job with Siemens for about three decades for a very long time. And we found that there were always some people, whenever you do transformation, they were not interested or they were skeptical. "We are wasting our time." And okay, that was to be expected, but what was surprising that even though Agile came up in a big way and people thought, "Okay. This is a solution to all our miseries," even though there was a focus on culture, culture was still our biggest issue. So it appeared to me that we are not really addressing the problem.

And as Jazmin talk about our goal and our hypothesis, and that was attractive to me that maybe this project will help me to understand why some [inaudible 00:05:12] to get the people on board in some of the Agile transformation.

Terlya Hunt:

Thank you. That was awesome. I think it definitely comes through in the report that this is a topic that's near and dear to all of you. And in the report you mentioned, there's a lack of consensus and some misalignment in defining some of these key terms. So thought to frame the conversation today, Jazmin, could you walk us through some of these key definitions, agility, diversity, equity, and inclusion.

Jazmin Chamizo:

That's a great question now, because over the last year, there's been a big boom on different topics related to diversity, equity and inclusion, I mean, especially with the Black Lives Matter movement and many different events that have affected our society in general. And with the rise of social movements, I mean, there's been a lot of talk in the area of diverse, equity and inclusion. And when we talk about agility, equality, equity and inclusion and diversity, I mean, it's very important to have a very clear understanding of what we mean with this terms. Agility is the mindset. I mean, it's really about having the customer, people, at the very center of the organization. So we're talking about agile ways of working. We're talking about more collaborative ways of working. So we can bring the best out of people and then innovate and put products into the market as fast as possible.

Now, when we were thinking about agility and this whole idea of putting people at the very core and customer at the very core of organization so we can respond in a very agile and nimble way to the challenges that our society presents at the moment, we found a lot of commonalities and a lot of similarities with diversity, equity and inclusion. However, when we talk about diversity, equity and inclusion, there's some nuances in the concepts that we need to understand. Diversity really refers to the mix. It refers to numbers, to statistics, all the differences that we have. There's a very long list of types of diversity. Diversity of gender, sexual orientation, ways of our thinking, our socioeconomic status, education and you name it, several types of diversity.

Now, when we talk about equality, I mean, we're talking about applying the same resources and support structures, I mean, for all. However, equality does not actually imply the element of equity, which is so important when we talk about now creating inclusive environments. With equity, we're talking about the element of fair treatment, we're talking about social justice, we're talking about giving equal access to opportunities for all. So it's pretty much about leveling the filed, so all those voices can be part of the conversation and everybody can contribute to the decision making in organizations and in society. So it's that element of fair treatment, it's that element of social justice that the element of equity has to contribute and that we really need to pay attention to.

And inclusion is really about that act of welcoming people in the organization. It's about creating all the conditions so people, everybody, can thrive and everybody can succeed in an organization. So I think it's very important, I mean, to have those definitions very clear to get a better understanding of how they overlap and how there's actually, I mean, a symbiotic relationship between these concepts.

Caitlin Mackie:

Yeah. Great. And I think just building on that, interaction, collaboration and helping every team member reach their potential is what makes Agile work. So your report discusses that there are lots of overlaps in those values with diversity, equity and inclusion. So I think, Rakesh, what are those key overlaps? It seems those qualities and traits go hand in hand. So how do we embrace them?

Rakesh Singh:

So if you see most of the organization which are big organization and being for about two decades or so, and you compare them with the startup organization, so in the traditional setup, normally people are working in their functional silos, so to say. And so the Agile transformation is taken care by one business function. It could be a quality team. It could be a transmission team. And DEI normally is a domain of an HR or people who enter the organization. And the issue is that sometime these initiatives, they are handled separately and the amount of collaboration that's required does not happen, whereas in a startup company, they don't have these kind of divisions.

So looking that as a basis, what we need to look at is that the organization should be sensitize that they work together on some of these projects and look at the underlying what is the commonality, and we can possibly either help each other or complement each other, because one example is, if I can give, it's very easy to justify an Agile transformation relating to a business outcome, okay, but any people related change is a very long-term change. So you cannot relate that to a business outcome in a shorter timeframe. So I call Agile and DEI as symbiotic. An Agile can be helped by a DEI process and DEI itself can be justified by having an Agile project. So they are symbiotic.

Now, what is the common thing between the two? So there are four items. I mean, there are many things which are common, but four things which I find are most important. Yeah? The first thing is respect for people, like Jazmin talked about being inclusive. So respect for people, both Agile and DEI, that's a basis for that. And make people feel welcomed. So no matter what diversity they come from, what background they come from, they're feeling welcome. Yeah? The second part is the work environment. So it's a big challenge to create some kind of a psychological safety. And I think people are now organizing, the management is now understanding that they think that they have provided a safe place, but people are still not feeling safe for whatever reason there. That's one thing.

The other thing is that whatever policies you write, documentation, policies or announcement, the basic things that people see, is it fair and is it transparent? Yeah? So I used to always see that if there are two people given bonus, if one person get 5% more, no matter how big is the amount, there's always felt that, "I have not got my due." Yeah? So be fair and be transparent. And the last one is that you have to invest in people. The organization need to invest in people. The organization need to invest in enabling them with opportunity to make use of new opportunity, and also grow and through learning. So these are four things that I can see, which actually can help both being an agile, and also having inclusive environment in the company.

Caitlin Mackie:

The report mentions that some of those opportunities to combine agile and diversity equity inclusion are being overlooked. Why do you think this is?

Rakesh Singh:

So I think that the reason why they're being overlooked is that, it's basically, educating the leaders. So it's just, if I'm in the agile world, I do not really realize that there are certain people related aspect. I think, if I just make an announcement, people will participate. Okay? So that's the understanding. On the other side, we got an input from quite a few responders saying that some of the DEI projects are basically words, are not really sincere about it. It's a waste of time. "I'm being forced to do certain training. I'm forced." So the sincerity part, sometime there's a lacking, so people have to be educated more at a leadership level and on at a employee level.

Caitlin Mackie:

I think a really interesting call out in your research is that many agile processes and rituals are built to suit the majority, which excludes team members with diverse attributes. Jazmin, what are some of those rituals?

Jazmin Chamizo:

Yeah, that's a great question. Now, if you think about agile and agile rituals and for example, I mean, daily standups, a lot of those rituals have not actually thought about diversity, or the design for diversity and inclusion. I mean, agile is a very on the spot and is a very, who can talk, type of rituals. But there's a lot of people, I mean, who might need more time to process information before they can provide inputs, so fast. So that requirement of processing information or giving input in a very fast manner, in daily standups, that might be overlooking the fact that a lot of people, with a different type of thought processing styles or preferences may need more time to carry out those processes.

So that would be, I mean, number one; the fact that it's very on the spot and sometimes only the loud voices can be heard. So we might be losing a lot of opportunities, trying to get feedback and input from people with different thinking styles.

Now, also, if you think about organizations in different countries, where English is not the native language of a lot of people, they may also feel a lot of disadvantage. This happens a lot in multinational organizations, where people whose, you know, first language is English, they feel more confident and they're the ones who practically may monopolize now the conversations. So, for people who's first language is not English, I mean, they might feel at a disadvantage.

If you think about older employees who sometimes may not be part of an agile transformation, they might also feel that are not being part of the team and they may not have the sense of belonging, which is so important in an agile transformation and for any organization. Another example, I mean, would be people, who because of their religious belief, I mean, they need maybe to pray five times in a day, and I mean maybe a morning stand up might mean very difficult to adapt to, or even people with disabilities or language differences, they feel a little intimidated by agile. So there's a lot of different examples. And Doug report actually collects several lived experiences, by the respondents that we interview that illustrate how agile has been designed for the majority and for a more dominant type of culture and that highlights the need to redesign many of these rituals and many of these practices.

Caitlin Mackie:

Yeah, I think just building on that in your recommendations, you mentioned consciously recreating and redesigning these agile ways of working. What are some of the ways we can rethink and consciously create these?

Jazmin Chamizo:

Mm-hmm (affirmative). Well, the good news is that, during our research, and during our field work and the conversations that we had with some organizations mean there's a lot of companies and organizations that have actively implementing them different types of practices, starting from the way they're managing their meetings, their rituals, their stand ups, giving people an opportunity to communicate in different ways. Maybe giving some room for silence, so people can process their information or providing alternative channels for people to communicate and comment either in writing or maybe the next day. So it doesn't have to be right there on the spot., and they don't feel under that type of pressure.

Now, another example would be allowing people, I mean, to also communicate in their native language. I mean, not necessarily using English, I mean, all the time as, I mean, the main language. I think it's also important for people to feel that it can contribute with their own language, and also starting to analyze, I mean, the employee experience. We're talking about maybe using non-binary options in recruitment processes or in payroll. So, I mean, starting to be more inclusive in the different practices and analyzing, I mean, the whole employee journey. I mean, those are some examples that we can start implementing to creating a more inclusive environments. And the one that is the most important for me is encouraging leadership to intentionally design inclusive work environments through the use of, like creating environments that are really where people feel safe, where they have this. Psychologically safe.

Terlya Hunt:

The whole section on exploring and challenging existing beliefs is so interesting. And I would definitely encourage everyone listening to go and read it. I could ask you so many questions on this section alone, because I think it was full of gold, and honestly, my copy is highlighted and scribbled and I read it and reread it, there was so much to absorb. The first thing that really stood out to me as a HR practitioner in an agile organization was this belief that focusing on one or two areas of diversity first is a good start. And from your research, what you actually found was that survey respondents found this method ineffective and actually harmful for DEI. And in your research, you also reference how important it is to be intentional and deliberate. So I guess, how do we balance this need for focus and creating change with these findings that being too narrow in our focus can actually be harmful? Might throw this one to you, Rakesh.

Rakesh Singh:

So actually, thanks to the reform data report, very interesting, in fact, we presented to quite a few groups. And one of the thing that I observed when we are talking about some of the beliefs and challenges, there were immediate to response say, "Hey, we do experience in our area." So, what we realized is that this whole aspect, as Jazmin talked about, many dimensions. So if you look at inclusiveness, and diversity and equity across organization, there are many streams, and many triggers. As diversity, we understand, okay, in very limited way, it may be gender, or it may be religion or country, but actually, it's much more in a working environment, there are many dynamics which are [inaudible 00:22:15]. So the challenges, what we saw was that if you pick up a project in a very sincere way and say, "I'll solve one problem, okay?" Let me say I solve problem of a region or language, yeah? Now the issue is that most of the time, we look at the most dominant and identify that problem.

So what happens is that you actually create an inequity right there, because there are other people they are suffering. They are, I won't say, "Suffering," but they're influenced by other factors of diversity and they felt, "Okay, nobody's really caring for me." Yeah? So you have to look at in a very holistic picture, and you have to look at in a way that everybody is on board, yeah? So you may not be able to find solution to every specific problem, but getting everybody on board, and let people work in some of the environment or either psychological safety or the policy level, so create an environment where everybody can participate, and issues can be different so they can bring up their own issues, and make sure they feel that they they're cared for. And that's what we actually observed.

Terlya Hunt:

And the second belief I thought was really interesting to call out was that this belief that we will adapt to somebody's beliefs if they ask. And your research found that not everyone is able to disclose their needs, no matter how safe the working environment, so that by relying on disclosure is the first step in the process,. Organizations will always be a step behind and, and also place the burden of change on marginalized groups. What are some things we can do, Rakesh, to remove this pressure and to be more proactive?

Rakesh Singh:

So there are a couple of things that we need to look at when we talk to people, actually, they discussed about the problem, and they also recommended what could be right, we are doing it. And we also discussed among ourselves. So one thing which was very clear that there was a little doubt about the sincerity of leadership. And so, we felt that any organization where leader was very proactive, like, for example, what is the basic reason, if I have a problem, if I talk about it, I am always worried what will happen when I disclose it? And is it the right issue to talk about it? So, these are the questions would inhibit a lot of people not to talk about it at all. So, that's where the proactive leadership can help people to overcome their inhibition and talk about it, and unless they discuss about it, you'll never know if there's a problem. So, that's the one thing. So, that's the approach.

So there are a couple things that we could also recommend, is proactive leadership to start with, and something which can be done is there are a lot of tools available for the managers, yeah? People leaders, I would call it. Things like coaching, so you have a grow model where you can coach an individual person, even as a manager or as an independent coach, then having a facilitation techniques. When I started my career, they were not a training on facilitation, just going to the room and conduct the meeting. But they're very nice tools, facilitation techniques, which can be brought out to get people to participate, and so things like that can be very useful for being proactive and drawing people out of their inhibition. That definitely is with the leader. That's why we call it servant leadership. It is their job to initiate and take the lead, and get people out of their shell.

Terlya Hunt:

It ties quite nicely into the next question I had in mind. You both actually today have mentioned a lot of challenging beliefs, and calling things out. We need to build this awareness, and create safe spaces, and create psychological safety in our teams. What are some examples of how we can create safe spaces for these conversations?

Rakesh Singh:

The examples of someone creating safe places is ... I would say that educating people and the leaders. What I have seen is that if the leadership team recognizes that and educates the managers and other people ... You need to actually train people at different level, and create an environment that everybody's participating in the decision making, and they're free to make choices within, of course, the constraint of the business.

The focus, where I would put it, is that there are many educational programs and people would like to educated, because I normally felt that I was never trained for being a good leader. There was never training available. But these days we find that a lot of educational programs highlighting a various issue, like microaggression, unconscious bias, psychological safety. People should understand it. Things like being empathetic. These terminologies are there, but I find that people don't really appreciate it and understand it to the extent that they need to do, even though they are in a leadership position.

Caitlin Mackie:

Thanks for sharing, Rakesh. I really love what you mentioned around proactive leadership, there. Your research found that 47% of respondents believed organizations who achieved this unity of Agile, and diversity, and equity, and inclusion will reap the benefits and exceed competitors. Jazmin, what did these organizations do differently?

Jazmin Chamizo:

Yes. That's a great question. Actually this ties very nicely with idea of servant leadership, inclusive leadership, and how leaders have this incredible challenge of creating workspaces that are psychologically safe, as Rakesh just mentioned. This is really everybody's responsibility, but it has a lot to do with a very strong leadership.

We found that several other organizations that we interviewed, they had a very strong leadership team, that they were really committed with diversity, equity, and inclusion in their agile transformation, and they were able to put DEI at the very core of the organization. That's number one, having a very strong leadership team that's actually committed to diversity, equity, and inclusion, and that does not perceive DEI efforts as isolated actions or initiatives.

This is something that we're seeing a lot nowadays. As a DEI coach and consultant, sometimes you see, unfortunately, several organizations that only try very isolated and very ... They don't have long-term strategy. What we have seen that actually works is having this committed leadership team that has been able to put DEI at the very core of their strategy.

Also a team that has been able to serve as an advocate in diversity, equity, and inclusion, and agility, and they're able to have advocates throughout the organization. It's not just one person's job. This calls for the effort of the whole organization and individuals to commit to DEI and be actively part of the agile transformation.

Also, I would say, leaders that embrace mistakes and embrace errors throughout the process. This is something that came up a lot during our conversations with people in different organizations, that in many cultures and in many organizations, mistakes are punished. They're not perceived as a source of opportunity.

One of the tips or best practices would be having leaders who are able to show the rest of their organization that mistakes are actually learning opportunities, that you can try things out of the box, and you can be more innovative. That even if you fail, you're not going to be punished, or there won't be any consequences because of that, and, quite on the country, that this is actually a learning opportunity that we can all thrive on.

Caitlin Mackie:

Yeah. I completely agree. What benefits did they see?

Jazmin Chamizo:

They definitely saw a greater working environment. This is something that was quoted a lot during our interviews with respondents, that individuals saw that they had the chance to try new and innovative ideas. Definitely greater innovation, more creativity. Business morale actually ultimately went up, because they saw that the organization was actually embracing different perspectives, even if they fail. This definitely called for greater innovation.

I would say innovation, more creativity, and a better working environment. Absolutely new products, new ideas. That if you think about the current circumstances with COVID, this is what organizations have to aim at. New products, more innovation to face all the challenges that we have nowadays.

Terlya Hunt:

Powerful things for the listeners to think about. Here at Easy Agile, our mission is to help teams be agile. Because we believe for too long the focus has been on doing, when the reality is that Agile is a constant journey of becoming.

There's a specific part in the report that really stood out to me that I'd like to read. "Agility is a journey with no fixed endpoint. The road towards creating diverse, equitable, and inclusive environments is the same. Agility and DEI can be pursued, but never fully achieved. They are a process of ongoing learning, reflection, and improvement. A team cannot enter the process of improving business agility or DEI with a mindset towards completion, and any model that unites Agile and DEI will ultimately be ineffective if those taking part are not ready to embark on an ongoing quest for self improvement."

I absolutely love this quote. Rakesh, let's explore this a little bit further. What more can you tell me about this?

Rakesh Singh:

Actually there's an interesting thing that I would like to share to start with. We wanted to look for a organization who would help us interview their people and talk to their people. The way organizations responded ... Some responded, "Shall I allow my people to talk to somebody? It could be a problem." But then we got other organizations, they were actually chasing us. "We would like to be part of this, and we would like to get our people interviewed." They were very positive about the whole thing.

I happened to talk to the DEI corporate manager, a lady, and the way she was talking was ... She was so much, I would say, passionate about the whole thing, even though at least I felt that they were very high level of awareness of DEI. But the quest for learning and finding out what they could do better was quite astonishing and quite positive.

That's where my answer is, is that ... If you look at the current pandemic, and people realized that, "Okay. We have to work from home," initially some people found it great. It's a great thing. Work-life balance. "I can attend my home." But after some time they found it's a problem. There's other problem.

The point is that, in any organization, where it's a business or a social life, or people, it just keeps changing. There's no method or policy which is going to be forever valid. There's a continuous learning process that we have to get in.

What we need to do is focus on our goal that we want to achieve. Depending on the environment, that's what we call business agility. Now bring it to people as well, because it is a people ... We talk about customer centricity, and all that. But finding it's the people who are going to deliver whatever organization want to. You have to see how their lives are getting impacted.

We are discussing about getting people back to office. The problem is that, a city like Bangalore, it's a very costly city and very clouded city. People have gone to their hometown and they can work from there. Now, to bring them back, you have to approve them back again. To cut short the explanation, our life is changing, constantly changing, and technology and everything is putting ... People have to look at methods and approach of how they can be adapting themself on a continuous basis.

Learning is a continuous process. In fact, when I got into Agile and people ask me, "How many years of experience you have?" I generally say five years, because anything that I did before five years is actually the wrong practice. You have to be continuously learning, and DEI and Agile is no stranger to this situation.

Caitlin Mackie:

I love that. I think fostering that continuous learning environment is really key. I suppose, on that, a few of the recommendations from the report are centered around getting deeper training and intentional expertise. Jazmin, what further recommendations, or courses, or practitioners are there that people can engage with after this episode?

Jazmin Chamizo:

Sure. An important part of our report was a series of recommendations to the entire agile community, and practitioners, to organizations, and agile coaches. You can see that. You could get more specific information in our reports. I would like to encourage all of you to read. Definitely when it comes to agile coaches and consultants, we're encouraging people to learn more about diversity, equity, and inclusion because one of the insights and the learnings we drew from this research is that diversity, equity, and inclusion is not specifically included in the agile world.

When we talked to the respondents in many different countries, they did not spontaneously made the connection between agility, Agile, and diversity, equity, and inclusion. But the more we talk about it, they discovered that, indeed, they were very closely overlapped. There was a symbiotic relationship between them, because you're putting the person and everything that relates to that individual on the very core of the organization, on the transformation.

Definitely we do encourage ... Leaders and agile coaches need to start learning more about our DEI, building that proficiency, learning more about unconscious bias and the impact of unconscious bias, and discrimination, and racism that we'll continue to see in organizations. They're more mindful of those voices that are not being heard at the moment in the present conversations. They can learn different techniques or different methods to be more engaging and more inclusive.

When it comes to the agile community in general and influencers, it is important to mention that Evan Leybourn, the founder of the Agility Institute, is having at the moment some conversations with important institutions in the agile community, such as the Agile Alliance, because we are looking for ... That's what Gen Z-ers are looking for. There's a big call out there for organizations to embrace this type of transformation, but putting DEI at the very core of the organization. That's what I would like to say.

Contribute to the discussion. This is a pilot project. That we are hoping to conduct more research on other DEI areas related to agility. We would like listeners to be part of the conversation, and to contribute with their experience, to improve the state of agility in the current moment.

Caitlin Mackie:

Thank you both so much for joining us today. Thoroughly enjoyed our conversation. I can't wait to see how Agile and diversity, and equity, and inclusion evolves in the future. Thank you.

Jazmin Chamizo:

Thank you so much for having us. It's been a pleasure.

Rakesh Singh:

Thanks a lot to both of you. It was nice to share our experience. Thank you very much.