Easy Agile Podcast Ep.28 Team23! + the world of work

Transcript:

Sean Blake:

Hello, everybody. I'm Sean Blake, the host of this episode of the Easy Agile podcast. I'm also Head of Marketing at Easy Agile, where our mission is to help teams around the world work better together. We have a fascinating guest with us today. It's John Turley from Adaptavist. John is a pragmatic Agile leader with 25 years experience working in companies at all levels, from teams to C suite, always bringing real value, adding change to the way organizations work. Dissatisfied with the standard discourse around transformation and agility, he is passionate about applying cutting edge knowledge from fields as diverse as sociology and psychology. We're really excited to have John on the podcast today. So John, thanks so much for being on the Easy Agile podcast.

John Turley:

You're welcome, Sean. Pleasure to be here.

Sean Blake:

Thank you so much. So John, you've got a lot of experience in the Agile space, in the tech space. And I'm not trying to call you old. But I'd love to get a sense of what's changed over 25 years. It must just be night and day from where you started to what you see now.

John Turley:

There's a lot of change. And I'm pretty comfortable with old. I'm 48 now, and it's closest to 30 years now. That tells you when I first wrote that bit in the bio. So the technology has changed. That's mind blowing. I started off in ops, and then infrastructure and project management and stuff and 1999, 2000, it would take us three months and 50,000 quid to build a couple of web servers with a pair of load balancers and firewalls and a database at the back. And now we spin them up in seconds.

John Turley:

This is profound. Platform technology is profound slack or I mean platform technologies, that makes a massive difference to the way we interact. Scale is a massive issue. I would say that the world is sort of dichotomized into very large and quite small organizations. There seem to be less in the middle. It's just a gut feeling. We see, I think trust is collapsed. We see that in Edelman Trust Barometer. We see the complexity has increased. That's deeply problematic for us. [inaudible 00:02:23] has been measuring that one.

John Turley:

And we see that workforce engagement is at all time lows through the Gallup World Poll. Those things are big, big changes. What's the same though is the people, the way the people think, the way we construct our reality, our mindset, if you like, the way we make sense of the world around us is very, very similar. So although we now talk a lot more about Agile, the waterfall and waterfall for many is a bit of a dirty word, not for me and same with command and control. People are taking the same mindsets. This is measurable and provable. People are taking the same mindset that they had around waterfall and command and control using different language of Agile and behaving in the same way. That hasn't changed.

Sean Blake:

Very interesting. So you touched on trust, and how basically we've seen this breakdown of trust across the board. And I've just watched a documentary that's come out on Netflix around the Social Dilemma, and how the trust that we have in these big social media platforms is eroding. And we're getting a little bit skeptical around what these big companies are doing to us as the customer. Do you find that that's a hard balance with the people that you work with around being customer focused, but still building a profitable and growing business?

John Turley:

Yeah, I do. Yes, and the way I think it manifests itself, which again maybe we'll get into the sort of the psychology and the sociology as well as the complexity science, I'm into it later. But there's a very clear way that that lack of trust manifests itself. I'm not sure it's the lack of trust that manifests itself. But there's a very clear thing that's happening is people, there's repeated patterns of behavior I see all over the place in a lot of the work I do, which is one on one and with groups, that people hold on to this idea that their view is right and anything that doesn't comply with that is wrong.

John Turley:

This is a view that comes from the predominant mindset from what [inaudible 00:04:33] call the sort of expert or the achiever mindset, and it becomes a barrier to us collaborating and learning together and innovating. If somebody with a different point of view is dismissed as wrong, then there's no common ground to start to build trust. Trust is eroded from the outset, and that means that we can't collaborate, and in a complex world where we need to collaborate ever more closely and learn together and innovate, that's a deep, deep problem.

John Turley:

And the response seems to be that people actually withdraw, they withdraw into groups, we might call them cliques or echo chambers. The sociologists call this process homophily. This is a function like many say of platforms like Twitter, we retreat into groups that echo the opinions that we already hold that then reinforce those opinions, and separate us from the opinions of others and reinforce the opinions we have. So the gaps between the cliques grow wider, and particularly in times of COVID and the lockdown that we've had here, and that we seem to be maybe heading back into the isolation perhaps adds to that, and we see it more and more. So at a time where we need to be getting our act cliques and talking with understanding with others with different views, we're actually psychologically in a difficult position to be able to do that. And so that's what we might generically call the lack of trust manifests itself in the work that I'm doing. And that's how I see it with almost everybody that I work with, including myself, by the way. It's not an easy thing to conquer.

Sean Blake:

So what does your day to day look like, John? I think your official job title is Digital Transformation Consultant. You work for Adaptivist as one of the most well known Agile consulting practices in the world, I would say. What does that mean for you day to day? What does your nine to five look like?

John Turley:

So we're really involved in three things. I'm really involved in three things. And it's all about learning, collective learning, organization learning. So we're involved in a lot of original research. We do that original research with a number of academic partners in a program that we're putting together. We've been doing a lot of the research on our own. But as it gets bigger and more credible, other partners are coming to join us and they're very credible partners.

John Turley:

And the research is uncovering new learning. And that new learning points us to new consulting practices where we can take that learning and embed it into a workshop, say or how we might use the research instruments that we've borrowed from academia in the real world to measure social networks or psychological complexity or the amount of autonomy in the environment. So we can then use that to work with teams to help them shift from a sort of functionally oriented way of working to a cross functional way of working, which whether we're talking about safe and Agile release chains, or whether we're talking about Lean software management and value streams, whether we're talking at a team level or an organizational level, the challenge is essentially the same. We need to orientate ourselves around the creation of customer value in cross functional teams that are focused on delivering that value, not just delivering on their function. And that switch brings with it some deep, complex, deep psychological challenges that we're just not really equipped to meet. So we bring sort of the people and culture element, the tools and the Agile methodology simultaneously to bear in teams to help them make that shift. So that's really what my day to day work looks like, so the research and the practice.

Sean Blake:

Okay, research and practice. And when it comes to the practice side and encouraging that cross functional collaboration, how hard is it for people to get on board with that recommendation or get on board with what the company is trying to do?

John Turley:

For most people, it's really hard. So my experience before doing the research that I guess we started a couple of years ago I was just referring to, was something like this recently. We'd often get, so I've worked in the Agile space for a long time, I don't quite know when I started working in that space, in other words, full space, but a decade or two, let's say, and now bumped into a repeated problem, we get our, let's say, thinking of a specific example with a specific client about three years ago, very functionally orientated, trying to make that shift into cross functional teams. So we got a group of five people together from different functions, so designers, testers, developers, a couple of ops people, and between them, they should be able to obviously, launch some working code within 10 days or whatever. We were probably trying to spring into the real world.

John Turley:

And they were all great people. I knew them all personally. I spent time working with them all. They were very sort of Agile in the way they approached the development of the software that they did, and we put them in a room virtually to begin with and we asked them to produce a piece of code that works across functions, produce a piece of code and release it at the end of the week. And they didn't. And we thought what on earth happened there? We didn't really understand this, so we tried it again. But we assumed that the problem is because we'd done it virtually.

John Turley:

So this time, we got everybody together in Poland, as it happened in a room, we set it all up, we talked to them at the beginning, then people like me sort of left the room and let them get on with it, got to the end of the week, same outcome, nothing has happened. And if you talk to them, while they say, "Yeah, my phone pinged and there was a support incident, and you just couldn't.", and they had lots of very plausible reasons why they couldn't come together as a cross functional team. But the fact remains twice in a row, the most capable people haven't done it.

John Turley:

So we had a really long think about it, one of the senior leader in the business and myself. And we realized that the only thing that could be happening, the only thing that could be going wrong here is that there must be some sort of breakdown in the dialogue between the group in the room. So we ran it, we ran the workshop, let's call it for a third time. And this time, we had somebody else in the room just watching what was going on.

John Turley:

And they spotted something happened really early on. One of the people from the UK said to one of the Polish developers, they said, "Look, think of us like consultants. We're here to help you, to transfer knowledge to you so that you develop a capability so that you can do this on your own." And at that moment, the person who was in the room said that the dynamic in the room seemed to change. People glazed over. And I think what it was is that that word consultant that the English person had used had a different meaning for a colleague in Krakow. I think that meaning, the meaning of consultant meant, we're just here to tell you what to do and not actually do anything and put ourselves on the hook for any work, just kind of watch you do it.

John Turley:

And I think at that point, they kind of went, "Okay, well, all right, I get it, same old, same old. We'll do the work you English guys talk about it, because it's an English company.", and that breakdown started to occur. So the question we started is, I've seen that all over the place. So the question we started to wrestle with in our research is what's happening in those moments when that dialogue breaks down what's happening?

John Turley:

And what we've discovered is that there is a number of research studies, the biggest is about 10,000 people, that shows that around about 50% of people are at a level, and this is 50% of leaders in a study of 10,000, so for middle management, senior management, so it's a skewed number. So in reality, in software teams, it's probably more than 50% of people have reached a level of psychological complexity that suits the environment as it was, but has some limitations in cross functional working.

John Turley:

So they have a mindset, a way of making their reality that works well in a functional environment, but it's challenged in a cross functional environment. And that mindset, this way of thinking, which is very prevalent, is a way of thinking where individuals draw their self esteem from their expertise, just to put it very short, simple as an oversimplification. And the thing is, if you're drawing your self esteem from your expertise, when your expertise is challenged, it feels personal.

John Turley:

If it feels personal, people are likely to get defensive. And it's not because they're stupid, or they're not interested or they don't want to, the psychologists can show it's a level of psychological complexity, where that's just how our minds work. That's just how our meaning making works. Now, if that's the stage you're at, if we imagine me as a developer sitting down with a tester, and the tester's saying to me, "Look, the way you've written the code isn't the best way to do it for me, because I can't test it."

John Turley:

If I'm drawing my self esteem from my expertise as a developer, I'm likely to reject that, and might even start to think thoughts like, "Well, I think what really needs to happen here is that you need to be a better tester." I think that's the problem. And then we get this separation. Now at the next stage is psychological complexity. And these stages are in a framework that we do move through these stages. Again, it's an oversimplification, but it's observable and measurable. At slightly later stage of psychological complexity, things start to change. People start to recognize that the world is much more complex, that it's not black and white. And actually, there are multiple ways of doing things.

John Turley:

So to go back to my example as a developer, the tester might say to me, "This isn't the best way to write the code as far as I'm concerned." And what I'll hear is the, "Oh, as far as I'm concerned." It might be as far as I'm concerned, it's not fair enough. How can we change the way I'm writing the code to make it easier to test? But I can't do that if I respond like it's a personal criticism, you know what I mean? So what we started to uncover in the research is a correlation between how successful cross functional teams can be, and the level of psychological complexity in the leaders and the individuals in that team.

Sean Blake:

Interesting. So there's a book that we've been reading at Easy Agile recently called Radical Candor. And really, it comes down to giving constructive feedback to each other, not in a way where you're attacking them personally but you're trying to be honest around how we can work more collaboratively. And like you said with that example, how can a developer write code in a way that the QA tester can actually perform the tests on it? For someone who's new to cross functional ways of working, what advice does the research have around preparing that mindset to receive some of that radical candor, to receive that feedback in a way that you don't take it personally?

John Turley:

Well, so it's a great question, you put it really well, because radical candor is fine. We have, I work in a team that is very candid. We have some difficult conversations, and we don't even really dress our words up. And nobody gets offended. We just know that it's a shortcut. We might get our words wrong, but it's a shortcut to unlocking value to finding out how to work together. But it's not about the words that each of us picks to express. It's about how the other chooses to react to the words landing, as much as now that's a dialogue, it's a two way thing, it takes two to tango.

John Turley:

And the way we can develop a mindset that's more suitable to cross functional work is interesting. First of all, we've got to get out of comfort zone. We've got to be prepared to get out of our comfort zone, not far necessarily, and not for very long necessarily, and not without support and understanding from the colleagues around us. But we do need to get out our comfort zone. Otherwise, psychological growth can't occur. This is what I'm talking to about now is the work really of Robert Kegan and Lisa Lahey, who do a lot of work in dialogue on radical candor.

John Turley:

So we've got to get out of our comfort zone. But we've also got to be addressing a complex problem with a group of people when we're outside of our comfort zone. And that complex problem has to be meaningful, and it has to be salient, it has to be something that we care about, it has to be something relevant to our day to day work. And if we've got those characteristics in the environment that we working in, then there is an opportunity for individuals to choose to develop their own psychological complexity.

John Turley:

So that environment that has those characteristics, we would call in Kegan's word a deliberately developmental environment, because we can't separate the development of individual mindsets from the environment that that mindset functions in. The reason most of us have got the mindset that draws self esteem from expertise is because that's actually what most environments that we work in or not. That works in a functional environment. It's where you get promoted, it's where you get hired. It's where you get your Scrum Master badge and all that other stuff that gives you status and makes you feel good.

John Turley:

The world that we work in for many of us honors that expert way of making meaning. It doesn't honor learning and admission that yours might not be the best way to do things in the same way. So we have to shift the environment to support the individual to choose to take that developmental step because it can't be something that's done to them. You can't make people develop a more complex psychology. You can't train them to do it. You can only give them an environment that supports that step if they want to take it and if they don't, fair enough, that's okay. But maybe cross functional teams for them, if they don't want to because the hard place is to work.

Sean Blake:

Is it a problem that people find their expertise or find their self esteem from expertise? Is part of it encouraging men to find their confidence in things outside of their work or is expertise an honorable pursuit?

John Turley:

I wouldn't say it's a problem at all. Expertise, and the development of expertise is an honorable pursuit. Drawing your self esteem from your expertise is a very necessary part of our psychological development is a stage that can't be skipped really. I said to you before that I don't like to say things like that without the research base, but the psychology certainly imply that it's a stage that can't be skipped. So we've got to do it. We've got to go through this stage. The stage before we're drawing our self esteem from our expertise is where we draw our self esteem from our membership of the group.

John Turley:

And that's very important too, if you think of us as children or being part of a group is essential for our survival, so ingratiating yourself into that group, not rocking the boat, so we don't jeopardize our group membership is critical. But at some point, people start to realize, well, actually, I have to rock the boat a little bit if we want some direction. So separating your meaning making from drawing your self esteem from the group to drawing your self esteem from your expertise is a development in that sense. Drawing your self esteem from your expertise means the best way to write this code is let me train somebody to do it.

John Turley:

It's critical. But like all developmental stages, it has its limitations. So it's not problematic in any way, unless the individual is in a complex environment in which that expert way of making meaning isn't well suited. And then you got a mismatch between psychological complexity and environmental complexity. And when you've got a mismatch like that, the individual's anxiety will go up probably, employee engagement goes down, certainly wellbeing goes down, people revert to an earlier way of making their meaning that's more embedded in their expertise or the group, just to the point, they need to get more sophisticated.

John Turley:

So the problem is the mismatch between psychological complexity and environmental complexity. That's why we need to support, as the world gets more complex, that's why we need to get all get better at supporting the development of individuals into a level of psychological complexity that suits the more complex environment. That's kind of the nub of the problem. Nothing wrong with being an expert in drawing your self esteem from your expertise. People have done it forever, and will continue to do so. Every time you get in a flash car and you feel good, because you're in a car, you're drawing your self esteem from the status symbol, which is very similar to your expertise. As a young man, I put on my sharp suit and I feel a million dollars. Nothing wrong with that at all, but it's limited. That's the problem.

Sean Blake:

Understood, understood. So you've spoken about research and measurement and having an evidence based way of making decisions. When it comes to this cross functional way of working or digital transformation or teams moving from the old way of working to an Agile way of working, do we have evidence to say one way of working is superior to another way of working? And when you're talking to these clients or these customers, can you guarantee that if they work in this way, it's going to lead to better outcomes for the business? How do you approach that conversation?

John Turley:

No, I can't do either of those things. So I would never go anywhere near nor would I research saying that one way of working is better than another way of working or we can say like the mindset and the environment that there are ways of working that will work better depending on the problem that you're trying to solve. But it's very unlikely that one could be considered right and the other wrong in all sorts of circumstances, but more than that, I would say that doesn't matter what your way of working is or a team's way of working is. If the mindset is the way of making sense, if the reality doesn't also shift, then you're just following a new process, a new way of working with the old way of thinking, and you're going to get the same results just with different words.

John Turley:

So for me, that isn't entirely true, I'm quite biased. I guess in the work I do, I've got quite a perspective. If you shift mindset, then everything else will drop into place. If you change everything else, but don't shift mindset, nothing else will drop into place. What we can say however, is that there are three things, let's call them the three elements of a cross functional team that are hidden to people in organizations at the moment.

John Turley:

So generally, we think if we've got people with the right experience and skills working suitably hard, then they're going to work as a successful cross functional team. And if they're not, they're either not working hard, they're not the right type of person, or they haven't got the right set of skills, so fire them and hire somebody else or give them or put them on a training course, and that solves the problem, which of course it doesn't.

John Turley:

We would say that there are three other elements that remain hidden parts of the cross functional team that are more critical than that, and we're beginning to be able to demonstrate that there is a correlation between these three things that I'm going to tell you about on both employee engagement and team performance.

John Turley:

And these three hidden elements are the structure of the social networks that underpin the way people work. So if we think about how we as groups of human beings organize ourselves, we might think about hierarchies and hierarchy diagrams and old charts and bosses and stuff. That's not really very important for a cross functional team. What's much more important is the social network that develops across that team, who works with whom and when and how, right? Do the developers and the testers and the testers and the ops guys and the designers and the technical architects, do they all work together in a cross functional team?

John Turley:

Now that's a social network. That's a network that's formed through individual autonomy because they want to get the job done not because the boss says you've got to go and do it. In fact, it can't be done because the boss says go and do it. So we have worked with some friends in academia with actually an Australian company called Polinode to measure their various ways we can get the data, what those social networks look like. And the structure of those social networks is key.

John Turley:

As we look at the structure of social networks, we can see whether those teams look like their function, sorry, organized hierarchically, or were they organized for cross functional working because of the network structure. So network structure is one element. The other is psychological complexity. So we've worked with a gentleman called David Rook, who did the original research and developed a psychometric instrument that can measure an individual's stage of psychological complexity, both the structure and the substructure. And that mindset complexity is also linked along with network structure to where the teams can function cross functionally.

John Turley:

The third thing that was the hardest bit, the last bit of the jigsaw that we sort of put into our hypothesis is we need to have adequate degrees of autonomy. We needed to develop a much better understanding of what it means for teams to be autonomous than we had, and how that autonomy relates to control and how control undermines autonomy and how we all tend to be orientated, to taking the cues in the environment either as instructions, which we must comply with or invitations to be autonomous. And we now have another psychometric instrument. So the third instrument that we use, we call the motivation orientation scale, excuse me, that can measure an individual's likelihood to interpret inbound information as an instruction or an invitation to be autonomous.

John Turley:

And once we know that, we can start to challenge this common perception within product teams, software teams that the team is autonomous, because everybody thinks they are autonomous. And in fact, everybody is, research shows mostly autonomous, but we might be almost entirely autonomous, or we might be 60% autonomous. We can measure this. And then we can say to teams, "Look, you are autonomous as a bunch of individuals. But you also have this control thing going on where you're responding to inbound requests."

John Turley:

And we need to be more autonomous. So once we can start to measure it, we can start to challenge their ideas of how autonomous they are. And we can start to examine where the teams are choosing to respond from that control orientation or their autonomy. So they're the three things, autonomy and control, complexity of mindset and network structure, equal employee engagement and team performance. That's what our research says. So what we can say is, to your question in the beginning, there is a network structure, a level of psychological complexity and the amount of autonomy that correlates to successfully working as a cross functional team. And in that sense, we might think that those levels are right, in some sense.

Sean Blake:

Okay. So what does a 100% autonomous team look like? And do they still have interaction with, say the executive team on a day to day basis? Or are they at odds, those two concepts?

John Turley:

No, they're not at odds. They do have, they might have day to day, I suppose they would, they will have either directly or indirectly interactions with the executive team. So the first thing we need to bear in mind here is that the research that we're leaning on is something called self determination theory, which is a theory of motivation. And it has quite a specific definition of autonomy, which is not what we might normally think. Often autonomy is taken to mean as sort of the general use of independence. So if we buy a company, we might leave it to run autonomously, which would mean we just left it alone for a while. And autonomy in this context doesn't mean that. It means individuals acting of their own volition, individuals deciding how to act towards a common purpose. So the team has to have the vision which they can self organize around. You can't self organize without autonomy. If you don't got autonomy, you have to wait to be told what to do. And then it's not self organization.

John Turley:

So autonomy leads to self organization, and self organization can be around a common vision or a set of goals or an OKR is quite a sophisticated way to do instead of management by objective, then we can self organize in a way that sort of honors the need to be part of an organization, doing some coordinated work, but that doesn't rely on a manager telling the individual what to do.

John Turley:

That's what an autonomous team looks like. An autonomous team, you need the autonomy is really a self organizing team. And the self organizing team is deciding what the team ought to do in order to achieve a wider objective, which could be integrating with other self organizing teams. And obviously, the direction is set often by the executive. So all these things sort of come into play. It's not a question of control on the one hand or autonomy on the other or Agile on one hand or waterfall on the other.

John Turley:

So we're going to blend the two. We're going to balance them. And that balance needs to shift not only across teams, but also depending on the level that the organization is, that the team is working in the organization. And what I mean by that is the need for control and measurement increases in many ways as you go higher up the organization. So we want high degrees of autonomy at a team level where we're creating customer value. But we need to recognize that that self organizing team has a legitimate requirement to integrate with some elements of controlling the organization, because if we have some elements of control, then we can't do the accounting and be accountable for where we spend investors' or shareholders' money, you know what I mean? So it's much more complex in the sort of the dichotomized world that people tend to look at, which is very black and white. Is it Agile or is it waterfall? Are we autonomous or are we control orientated where you're both and the blend of which needs to shift depending on the environment here.

Sean Blake:

Okay, okay. So there's always a need for a bit of control on top of the autonomy.

John Turley:

It's a balance, right? We're all comfortable with control, aren't we? We all comply with speed limits, for example. We're perfectly okay with that. Control is not a dirty word. Some will do things that we're told to do sometimes, and we're happy to do it. Sometimes we do it begrudgingly. We're not happy to do it. Sometimes we reject it. There's nothing wrong with control in itself. It's the overuse of control to coerce people to do things that they don't want to do. That's when it becomes problematic because it undermines an individual's autonomy, which is a basic, universal psychological need. We all need to have a sufficient degree of autonomy to feel well.

Sean Blake:

Okay. Okay. So we know that Agile's had a good run, it's been decades now. So do you still find that you come across the same objections when you're speaking to these executive teams or these companies perhaps from more traditional industries? Do they still have the same objections to change as they did in the past? And how do you try and overcome them?

John Turley:

Yes, they do. So one of my strange experiences as a young project or program manager, whatever I was, is that when I would end up in a room full of software developers who were Agile, probably the language they would have used at the time and a bunch of infrastructure engineers who followed waterfall, and the distaste for one group for the other, it was almost visceral, and you could see it in them. There would be a bunch in, I don't know, Linux t-shirts and jeans, and then the infrastructure waterfall people would probably be wearing suits.

John Turley:

I mean, it was really obvious, and it was hard to bring these groups together. That was my experience in let's say, around about 2000, I sat with a client yesterday, who said exactly the same thing. They said that in their organization, which is going through a very large, Agile transformation at the moment, they said, "These are their ways. We kind of got people at the two extremes. We can sort of bookend it. We've got the waterfall people who think their way is best and we got the Agile people who are totally on board with Agile transformation."

John Turley:

And what I heard when the individual said that is quite senior leaders, the Agile people are on board with the Agile transformation brackets because they think their way of working is best. And what I tried to point out to that senior manager was that that was one group, there were perceptions anyway, that one group was into Agile and got cross functional working, all that got cross functional working and the other group didn't, actually the two groups were operating in the same way.

John Turley:

They both thought their way of working was right, and one was espousing the virtues of waterfall and the other Agile, but the fact was they both thought that they were right, and the other was wrong. And they were both wrong in that. Waterfall works really, really well in a lot of scenarios. And full on Agile works really, really well in some environments. In some environments, it's quite limited by the way, in my opinion.

John Turley:

My friend and colleague, John Kern, who was a co author of the Agile Manifesto in 2001 or 2004, whatever it was, I can't remember. He says, "I love waterfall. I do loads of waterfall, I just do it in very small chunks." And because the fact is we've got to do work sequentially in some manner. I can't work on an infinite number of things in parallel. There has to be a sequence.

John Turley:

And that really, when I heard him say that, it sort of filled my heart with joy in a way because for somebody with a waterfall background, I used to say, "Look, I don't get this. In waterfall project management, we're talking about stages. And in Agile, we're talking about sprints." And they've both got an end. One's got a definition of done. And one's got some acceptance criteria, and they both got a beginning. The only difference is the language and the duration.

John Turley:

So what if we make sprints, sorry, stages 10 days long? What's the difference now? And yet people would say, "Well, we're Agile, and we do sprints, and that would still be a stage." Come on, we've got to find some common ground right to build a common meaning making between large groups of people. Otherwise, only the Agile listeners amongst us can work for Agile organizations, and everybody else is doomed. And that's not true, is it? That's nonsense, right? So we've got to come together and find these ways of working as my friend John Kern points out so eloquently.

Sean Blake:

Okay, that's good advice. So for these, some people that you meet, there's still this resistance that has been around for many years. How do you go about encouraging people to get out of their comfort zone to try this cross functional way of working and be more transparent, I guess with contributing to the team and not necessarily pushing towards being just an individual contributor?

John Turley:

Another great question, Sean. So there are a couple of ways we can do it. The psychometric instrument that I mentioned earlier, that can sort of measure I kind of always put that in inverted commas, because it doesn't really measure anything, it assesses, I suppose, is a really, really powerful tool. Off the back of that measurement, the psychologists that we work with can create a report that explains lots of this sort of meaning making stuff, adult developmental psychology to the individual. And it tends to be mind blowing. It really shifts people's perspective about what they are and how they're operating in the world.

John Turley:

Once people start to understand that there are these developmental stages, and we all move through them potentially to the last days of our life, we can start to see the disagreements. They just start to fall away. Disagreements start to fall away, because they cease to be seen as opposing views that can't be reconciled, because I'm this type of person and they're that type of person.

John Turley:

And they start to be seen as incompatibilities in meaning making. So people start to go, "Okay, well, I think this and you think that. How are we both making our meaning around this, that means we can see other's perspective?" And immediately, then you've started to find a mechanism to find some common ground.

John Turley:

So the leadership development profile report, which is the report that comes from the psychometric instrument really sheds a lot of light on for the individual, both on how they're working and what development looks like, what psychological development looks like for them. So that's a powerful tool. We have another service that we call dialogue partnering, which we're piloting, which is sort of what over an eight or 10 week program, it's a one on one collaborative inquiry into how an individual is making their meaning, and what the strengths of their meaning making and the limitations of their meaning making are.

John Turley:

And once people start to realize that the way, the reason they feel defensive because the way they code has just been criticized is because they're drawing their meaning from being the best coder on the planet. But there is a development path that leaves that behind, which is where many, many people get to. It's kind of like an a-ha moment, people just realize that reality is different to what they thought and it can be adjusted.

John Turley:

So the LDP, the Leadership Development Profile reports, dialogue partnering, and working with senior management to create a deliberately developmental environment, which does those things I mentioned before, they're the critical tools that we use to help individuals unlock their own psychological development. And the question is, of course, why would they be motivated to do this? Why would they care? And they care, because 80% of people have got a very low level of engagement in their work. Most people are treading water, killing time. It's not a joyous place to be. Once people start to work in cross functional teams and get involved in joyous work with their colleagues to create things they couldn't, which is a basic human instinct, that's a buzz, then you come into work and enjoying yourself.

John Turley:

That's what I said to you at the beginning of that call, right? I'm having a great time, I'm working with some brilliant people unlocking new knowledge that we believe humankind doesn't have. That's a buzz. I'm not treading water in my role, you know what I mean? And this isn't unique to me. In my view, the whole world could be like that. We could all work in roles like that, maybe that's got a bit far. But certainly, many more of this could then currently do to get on board with the psychological development and enjoy your role more, enjoy your work. There's a lot of time.

Sean Blake:

Yeah, I really resonate with what you said about the buzz. And I've seen that happen when the light bulb comes on in people, and it's no longer this factory line of work getting passed down to you. But you realize you're now part of a team, everyone's there to support you, you're working towards a common goal. And it's transparent, you can see what other people are working on, and you're helping each other build something together. It's actually fun. For the first time in a lot of people's careers, it's a fun and enjoyable experience to come to work. So that must make you feel really good about doing what you do.

John Turley:

Yeah, it does. It's why I get out of bed, and it's what I've been about for 20 years trying to unlock this, really help other people unlock this. I got a phone call from a colleague the other day who said they were doing some exercise, and they were thinking about their new role. And they thought to themselves, this is what it feels like to do joyous work.

John Turley:

I mean, that [inaudible 00:42:51] job done, because this is a very capable individual. Once they're feeling like that, you know that they're going to do great things. When they're feeling like they're other people feeling, that people are clot watching, or there's this culture of busyness, where we can't admit that we don't know things. And then we've got to be in a meeting doing something, in the transparent world that you're just talking about, if I've got any work to do, I can just sit and say, "I'm going to work today, I'm waiting for more stuff to write." And it's not a bad thing. It's like, great, you're working at a sustainable pace. That's a good thing. I worked for a Swiss bank for years and years, working at a sustainable pace but nobody was interested, you need to work at a full on flat out unsustainable pace. And when you're burned out, you can go and we'll get somebody else to come in and do it. That's how it works. That's miserable.

Sean Blake:

It's not what we want, Sean, is it? It's not what we want. And unfortunately, a lot of people have been there before and they've experienced it. And once they see the light, they never want to go back to it, which I guess is a good thing once you recognize that there's a better way.

John Turley:

Yeah, agreed.

Sean Blake:

Yeah. Okay, well, I think we're going to wrap up shortly. I do have two more questions for you before we call an end.

John Turley:

I'll try and keep the answers brief.

Sean Blake:

No, that's fine. I'm really enjoying it. I could probably go for another hour but I know we've got other things to do. So in the research, I've read some of your blog posts, and I watched some of the talks that you've done and events in the past, and you speak about this concept of hidden commitments. And I just like to learn a bit more, what is a hidden commitment? And what's the implication?

John Turley:

Great question. So Robert Kegan and Lisa Lahey, developmental psychologists, wrote a book called Immunity to Change. This is a book that I read here a few years ago. And in there, Bob and Lisa talk about hidden commitments. And so they start by pointing out that we all make New Year's resolutions and they all fail. We really mean them when we make them. And when I was in my late teens, maybe I really did mean them when I made them. But I could never keep them.

John Turley:

In another book, Kegan points out, I think it's in the book called The Evolving Self. He points out that a large majority of men, after they've had heart attacks, I think it's a study in America. But it's been a while since I read it, I think it's six out of seven, don't change either their diet or their exercise regime after they've had a heart attack. And the reason he uses that as a case study in the book, because he's pointing out that it's not that these people don't know what to do, you need less calories in, more out. And it's not that they're not motivated to do it. They've had a near death experience. They'd like to stay alive, we presume.

John Turley:

Yet still, they don't make any meaningful change to their diet, their exercise regime, why not? And what Bob and Lisa say in the book from their research is that it's down to hidden commitments. We all have our way of making meaning. We have our values and our assumptions that we absorb from society as if by osmosis. And we don't question them. We can't question all of the assumptions that we absorb as we grow up. It's just not possible. So we have these hidden assumptions that we're committed to hidden commitments. And sometimes, these hidden commitments conflict with our stated objectives. And when the hidden commitment conflicts with our stated objective, the result is that we get very confused about the fact that the stated objective sort of falls by the wayside, and we don't really understand why. We might think, I would think a common out, because I just need to try harder, I just need more willpower. I just need to stay the course. And it's not true very often. There is something else in your meaning making this conflicted with our stated objective. And once you can surface it, then you can start to examine that hidden commitment, and you can play around with it.

John Turley:

And when you can play around with it, then you're adjusting your meaning making. And the technique that we use in dialogue partnering comes from Bob and Lisa's book, where we're essentially uncovering those hidden commitments and seeing how they conflict with commitment. So that's sort of, and then once you can see it, and you can experiment with it, you can start to unlock change in yourself. Peter Senge, I think he's director of innovation. He's very famous, director of innovation for MIT. And he has a beautiful little quote, something like, "What folly it is to think of transforming our organizations without transforming ourselves?"

John Turley:

We need to change our relationship with power in order to change the way power is distributed across our organizations. And that's an example of a hidden commitment that we don't normally think about. We just think we can empower people magically, whilst retaining all the power for the senior manager. And that just doesn't work. There's a hidden commitment, conflicting with the idea that we want to empower our teams, which is a quite flawed idea.

Sean Blake:

Wow. Okay. Well, I really like the approach to work and looking at the social structure, the social networks, and the psychology behind it all. It's really fascinating and it's not something I've really come across before, especially in the Agile space. So that's really unique. Thanks for sharing that, John. Last question for you. 2020 has been interesting to say the least. We've talked about some things that have stayed the same over your career, some things that have change. What do you think is going to come next, looking forward to the next five, 10 years? What are some of those trends that you think are really going to stand out and maybe change the way that your work, it changes the way that that your nine to five looks or changes the way that you interact with your clients?

John Turley:

I think that this won't just change the way my nine to five looks. It will change like everybody's nine to five looks. I think that the world is in a difficult place. A lot of us are upset, and it looks like a bit of a mess, and we're all anxious, I think. A lot of us are anxious. But as a friend said to me, he was quoting somebody else, never let a good crisis go to waste. The amount of changes, a lot of energy in the system, the amount of changes in the system is palpably changing things.

John Turley:

Many of us recognize there must be a better way of doing things because our ways of organizing ourselves as society, including our organizations is collapsing. It doesn't work anymore. People are realizing through work that people like the names I've mentioned, and through our original research, I hope will sort of contribute in an original way to this, that there is a better way of organizing ourselves that humankind does have the knowledge and the experience to do what we need to do.

John Turley:

It just isn't in IT. We need to look outside of it to what the psychologists say about mindset, not what the Agile people say about mindset. That's a radical idea. And as we import this learning and this knowledge, we have a framework that helps us understand to a much greater degree what's really going on, and how we can unlock real change. So everything that I talked about today, very little of it is original. We have some original work I can't really talk about. Does it matter? The knowledge is out there. If we do the people and culture bit and the tools and the methodology together, then it scales, then we change the way organizations work, which is going to change everybody's nine to five.

Sean Blake:

That's great. It's bringing it back to basics, isn't it? What we know about human beings, and now let's apply that to what we know about work. So that's really eye opening. And I've learned a lot from our conversation, John. I've got a few books and a few research papers to go and look at after this. So thank you so much for appearing on the Easy Agile podcast, and we really appreciate your time.

John Turley:

Sure, my pleasure. I mean, I love and we love at Adaptavist to sharing what we're doing. So we can all engage in more joyous work, man. So thanks for helping us get the message out there.

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Gerald shared that companies often face the same challenges over & over again when it comes to implementing agile, but the real challenge and most crucial is overcoming a fixed mindset.

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"Gerald helps massive companies work better together while keeping teams focused on people and on the customer. I'll be revisiting this episode."

Gerald also highlights the difference between consultants & coaches, and the value of having good mentors + more

I loved this episode and know you will too!

Be sure to subscribe, enjoy the episode 🎧

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Transcript

Sean Blake:

Hello, and welcome to this episode of the Easy Agile Podcast. Sean Blake here with you today. And we've got a great guest for you it's Gerald Cadden a Strategic Advisor and SAFe Program Consultant Trainer at Scaled Agile, Inc. Gerald is an experienced business, an IT professional, Strategic Advisor and Scaled Agile Program Consultant Trainer SPCT at Scaled Agile. Thanks, Gerald. Welcome to the Easy Agile Podcast. It's really great to have you on as a guest today, and thank you for spending a bit of time with us and sharing your expertise with our audience on the Easy Agile Podcast.

Sean Blake:

So I'm really interested and I'm interested in this story that... For all the guests that we have at the podcast, but can you tell me a little bit about your career today? I find that people find their way to these Agile roles or the Agile industry through so many diverse types of jobs in the past. Some people used to be plumbers or tradies, or they worked in finance or in banking. How did you find your way into working at somewhere like Scaled Agile?

Gerald Cadden:

Good morning, Sean. Thanks for having me here guys. I'm very happy to be here with you guys today. Career things are always an interesting question. I'm 53 and so when I look back I wonder how do I get to where I am? And you can often look at just a series of fortunate events. And I worked in retail shoe stores and then I decided to do something in my life. Did an IT diploma then did a degree and I started working in the IT side. I pretty much started as a developer because that was where the money was and so that's where you wanted to go. I didn't stay as a developer long. Okay. All right. I was a terrible developer so I wasn't good at it. It was frustrating.

Gerald Cadden:

I moved into some pre-sales work and that led me to doing business analysis and I really liked the BA work because I got to work with people and see changes. I could work with the developers, still got to work really directly with the customer which was much more interesting for me. So I spent a lot of time in BA doing the development work, doing business process reengineering my transitioned over to rational unified process. When it was around spent countless hours writing use cases doing your mail diagrams, convincing people on how to make the changes on those. And then Agile came along and I had to make a complete brain switch. So all of this stuff that I'd learned and depended on as a BA suddenly disappeared because Agile didn't require that as an upfront way of working. It required that to be in the background if you wanted it and it was more a collaboration.

Gerald Cadden:

So about 2004, 2005 started working with Agile a lot more by this time I was living in the U.S. So that's where I got my agile experience, stayed there for a long time. Got great experience and then I moved over to working with SAFe around 2011. The catalyst for that as I was working for the large financial firm in New York with a team there. And we were redesigning a large methodology for them to implement Agile at scale. Went to a seminar in 2011 at an Agile conference saw Dean Leffingwell presentation on SAFe and just looked up and went, "Well we can stop working on our methodology. It's done."

Gerald Cadden:

So hardly after that meeting I ran outside and tackled Dean Leffingwell because I wanted him to look at my diagrams and everything and give me some affirmation that I was doing the right thing. Dean is got a very frank face and he pulled his frank face and he looked at me and just said, "You know what? Just use SAFe?" And I'm like, "Yeah, we will." And so I started my SAFe journey around that time and we implemented that financial company and I've been on that journey ever since.

Sean Blake:

So take us back 10 years ago to 2011. And you're working at this financial company, you've heard of this concept of SAFe really for the first time you started to implement it. How did the people at that company respond to you bringing in this new way of thinking this new framework? It sounded you already had the diagrams on the frameworks and the concepts forming in your mind did you find that an easy process? I think I already know the answer, but how complex was that to try and introduce SAFe for the first time into an organization of that magnitude?

Gerald Cadden:

Yeah, this is a very large financial firm, a very old financial firm so very traditional ways of working. So what's interesting is the same challenges SAFe comes up against today they're present before SAFe even began. And so the same challenges of the past management approaches trying to move to faster ways of working was still there. So as we were furiously drawing diagrams in Visio, trying to create models for people to understand it was hard to create a continuum of knowledge and education that would get people to move from the mindset they had to the mindset we wanted them to have. And it was an evolving journey for myself and the team that I was working with. I work with a really great guy and his name is Algona, a very, very smart man.

Gerald Cadden:

And so the two of us we're always scratching our heads as to how to get the management to change their minds. And we focused on education, but it was still a big challenge. I finished on the project as they started with SAFe. I moved to different management role in the company that we continued the work there. Michael Stump he used to work for Scaled Agile I think he works now at a different company, but he continued a lot of that work and did a really good job and they did implement SAFe. They made changes, but they faced all the same challenges. The management mindset overcoming moving away from the silos to a more network structured organization. Just the tooling, just the simple things was still a challenge and there's still a challenge today. So the nature of the organization is still evolving even in the modern day Agile world.

Sean Blake:

You mentioned there that part of the challenge is around mindset and education. Have you found any shortcuts into how you change a team's mindset? The way they approach their work, the way that they approach working with other teams in that organization? I assume the factor of success has a lot to do with, has the team changed their mindset on the way they were working before and now committed to this new way of working? And can you talk to us a little bit about how do you go about changing a team's mindset?

Gerald Cadden:

Maybe I'll change the direction of your question here, because what I've found is usually you don't have to work too hard to change the mindset of a team. Most of the teams are really eager to try new things and be innovative. You only come across some people in teams who may be their career path has got them to a certain point where they're happy with the way the world is and they don't want to change. The mindset you really need to change is around that leadership space and that's still true today. So the teams will readily adapt if management can create the environment that allows them to do it and if they can be empowered. But it's really... If you want to enable the team it's getting the leadership around them to change their mindset, to change the structures that are constraining the teams from doing the best job they can.

Gerald Cadden:

And so that for me was the big discovery as you went along and it's still true today. As Agile has been evolving I've noticed that people don't always put leadership at the top of the list of challenges but for me it's always been at that top of the list. A lot of people want to look at leadership and say things about them unflattering things, but you have to remember these are human beings. And the best way to come to leadership is to really begin with a conversation, help them understand. They know the challenges, but we need to help them understand what's causing the issues that are creating those challenges.

Gerald Cadden:

As you work with them and educate them you can to open their minds up a little more. Does that mean they'll actually change? Not necessarily. Political motivations, ideologies other things constrained leadership from moving. But conversations and education I think are the way to really approach leadership. And getting to know them as a person, take an interest in their challenges, take an interest in them as an individual. So create that social bond is an important thing. As a consultant that was always hard to do because as a consultant you're always seen as an external force and it's hard to build that somewhat social relationship with that leadership and build that trust.

Sean Blake:

Yeah, that's so true. Isn't it. I remember on an Agile transformation that I was on previously, how Agile coach really would spend just as much time with the leadership team as they would with us the Agile team. And it seems strange that the coach was spending so much time trying to really coach the leadership team on how they should think about this new way of working, but you put it in the right context there it's so important that they create that environment for their people and for their teams to feel safe in trying something new. Yeah, that's really important.

Gerald Cadden:

I think if you looked at how Agile evolves, when you look at the creation of the Agile manifesto and its principles and then the following frameworks like ScrumXP, et cetera it evolved from a team perspective. So everybody made the assumption that we needed to create these things for the teams to follow, but as people worked with teams they found that it wasn't the teams at all the teams adapt, but the management and the structures of the organizations are not adapting. And so that's really where it went.

Gerald Cadden:

I can't recall the number of countless Scrum implementations you worked on and you just hit that ceiling of organizational challenges. And it was always very frustrating for the teams. I think there's a an opposite side to that too is that too many in the Agile world just look at the teams as the center of the world and you can't approach it from that way either the teams are very important to delivering value to the customers, but it's the organization as a whole that delivers value. And I think you really have to sit back and just say, "The teams are part of that how do we change the organization inclusive of the teams?"

Sean Blake:

Okay. That's really interesting. Gerald, you've spoken a bit about teams and mindset, when you go into an organization, a big auto manufacturer or a big airline or a financial services company and they're asking for your help, or they're asking for your training, how do you assess where that organization is up to? What's their level of maturity from an Agile point of view? Do you have organizations that are coming to you who have in their mind that they're ready to go SAFe and then you turn up on day one and it turns out no one has any real idea about what that type of commitment looks like?

Gerald Cadden:

Yeah, it's a good question. Because I think as I look back at the history of this, in 2011, 2012 when SAFe really got going, as you went forward I mean, there was no concept of where to begin. Consultants were just figuring it out for themselves and like most consulting or most methodologies they got engaged in an IT space and at the team level. And people would try to grow from the team level upwards. And at some point we need to know I've struggled a lot with this because I was just trying to figure out where it is that. So my consulting hat was always on to sit down, talk to people about their challenges, find a way to help figure out how to solve the challenges whether it was going to be Scrum or SAFe or whatever is going to be right.

Gerald Cadden:

Those are just tools in the toolbox. But when Scaled Agile as I was working with... Excuse me, as I was working with SAFe, Scaled Agile brought out the implementation roadmap. It produced so much more clarity that came later in my time with SAFe and I wish it had come earlier because it really began to help me clarify that initial thing that we call getting over the tipping point. How to work with the organization you're talking to, work with the right people, understand their challenges, help them understand what causes those problems, which is the more traditional ways of working the traditional management mindset, help them connect SAFe as a way to overcome those challenges and begin to show them. If you looked at the roadmap it's this contiguous step-by-step thing, but what you find in reality is there are gaps between those steps and in those gaps is the time you as a transitional team are having lots of conversation with the management.

Gerald Cadden:

If you put them through a training class they're not going to come out of the class going, "Oh, wow that's it. We know what to do." It takes follow-up conversation. You have to have one-on-ones one on many conversations, cover topics of gains so you can remove the assumptions or sorry the misassumptions. So it's a lot of that kind of work that the roadmap its there for those who are implementing SAFe today use it. It is one of the most helpful tools you'll have.

Sean Blake:

Awesome. Yeah. I think just acknowledging the difference between the tools in the toolbox and then the other fact that you're dealing with humans and you're dealing with attitudes and motivations and behaviors and habits there's two very different things there really. It sounds you need to take them all together on that journey.

Gerald Cadden:

Yeah. A side to that we train so many SPCs like SAFe program consultants. We train them, training them out of classes all the time with us and our partners. The thing that you can, you can teach them about the framework, but you can't necessarily teach them how to be a good consultant or a good... I want to say I use the term consultant and coach, right?

Sean Blake:

Yes.

Gerald Cadden:

Sometimes I like to say a good consultant can be a good coach, but a good coach can't necessarily be a good consultant because there's another world of knowledge you need to have like how do you sit down and talk to executives? How do you learn the patients and the kinds of questions you need to ask, how do you learn to build those relationships and understand how to work the politics? So there are things outside the knowledge of an SPC that they need to gain. So young people coming in and running to do this SPC course I want to prepare you for everything, but it gives you the foundations.

Sean Blake:

So when you're in a organization or you're coaching people to go back to their organization how do you teach them those coaching skills so that when they come in and they've got to learn the politics, they've got to identify the red flags, they've got to manage the dependencies, they've got to bring new teams onto the train. How do you go about equipping that more human and communications of the toolbox really?

Gerald Cadden:

I think you can obviously teach the fundamentals of the framework by running through the training courses. But mentoring for me is the way to go. Every time I teach a training class I make it very clear to people when they go back and they're starting a transformation don't go this alone. Find experienced people that have done this and the experience shouldn't just be with SAFe their experience should be having worked with large organizations having experience with the portfolio level if necessary. Simply because there are skills that people develop over years of their career if they don't have at the beginning.

Gerald Cadden:

I mean, if I look back at some of the horrific things I had said in meetings and in front of executives my boss would put his hands up in front of his face because I was young and impulsive and immature and I see that today. So when I first came to the U.S I worked with some younger BAs and they would say things in a meetings and you quickly have to dance around some things to, "We didn't really want to say that right now." So I think mentoring is the skill. We can teach you the tactical skills, but teaching you the political skills, the human skills is something that takes mentoring and time.

Sean Blake:

Mentoring so important in that context. Isn't it?

Gerald Cadden:

Yeah.

Sean Blake:

Okay. So let's rewind 12 months ago to March 2020, a month that's probably burned into a lot of people's mind is the month that COVID changed our lives for the foreseeable future. I know that Easy Agile had a lot of content out there, articles about how to do remote PI Planning, how to help your virtual teams work better together and we didn't know that COVID was coming we just saw this trend happening in the workforce and we had this content available.

Sean Blake:

And then I was checking out our website analytics and we had this huge spike in what I assume were people in these companies trying to work out for the first time, how to do PI Planning virtually, how to keep very literally their release trains on the tracks in a time where people were either leaving the state, working from home for the first time, it's really like someone dropped the bomb in the middle of these release trains and people scrambling on how we are we going to do this virtually now? Did you have a lot of questions at the time on how are we going to do this? And how have you seen companies respond to those challenges?

Gerald Cadden:

Yeah. I remember being in Boulder, Colorado in January of 2020 and I just come back from vacation in Australia and that's when COVID was coming around and you were hearing about things in January, 2020. I was talking with my colleagues and we were wondering how bad this is going to be within two months the world was falling apart. And for us I think a good way to tell that story is to look at what Scaled Agile did. We knew our business that it was very reliant on our partner success and it still is today. And so as we began to see the physical world of PI Planning and training, as we began to see that completely falling apart the company had to quickly adapt.

Gerald Cadden:

We already had a set of priorities set for the PI and we implement Scaled Agile internally in the company. At the time we're running the company as a train itself because it's 170 all people. So they had to reprioritize the different epics, we pushed a new features and it was all about what do we need to change now to keep our partners afloat by getting them online and a really good team at Scaled Agile in a really cross-company effort to get short-term online materials created to keep the partners upright so they could keep teaching. They could find ways to do this, to do PI Planning, to do they're inspecting adapts all online. And so we pushed out a lot of material just simply in the form of PowerPoint slides that they could then incorporate into tools like Mural, Al tool. SAFe collaborate we went about developing this and we've been maturing that over time.

Gerald Cadden:

And so now we're in a world where we have a lot more stability. We saw a big dip like everybody else, but the question is, are you going to come out of that dip? And so what we did notice within probably even the second quarter of that year where the tail end of it we saw it starting to come up again, which our partners starting to teach more online. So the numbers told us that the materials we're producing were working. So for us it was just a great affirmation that organizing yourself the way we did organize yourself, the quick way we could adapt saved us. So Scaled Agile could have gone the way of a lot of companies and not being able to survive because our partners wouldn't have survived. We had the ability to adapt. So it's a great success story from my perspective.

Sean Blake:

Well, that's great. We're all glad you're still around to tell the story.

Gerald Cadden:

Yes we are.

Sean Blake:

And Gerald, whether you're reflecting on companies you've worked with in the past, or maybe even that internal Scaled Agile example you just touched on. Are there specific meetings or ceremonies or checking points that are really important as part of the Agile release train process? What are the things that really for you are mandatory or the most important elements that company should really hold onto during that really set up stage of trying to move towards the Scaled Agile approach?

Gerald Cadden:

So I interpret your question correctly. I think for me when you're implementing the really important things to focus on as a team first of all is the PI Planning. That is the number one thing. It's the first one people want to change because it's two days long and everybody has to come and it can cost companies a quite a significant sum of money to run that every 10 to 12 weeks. And so you will run very quickly as I had in the past in the car company you run very quickly into the financial controller who wants to understand why you're spending $40,000 a quarter on a big two-day meeting. And so they lie, they start questioning every item on the bill, but that's the most significant one.

Gerald Cadden:

PI Planning is significant. The inspect and adapt is the other one simply because at the end if you remove that feedback cycle, what we call closing the loop if you remove that then we have no opportunities to improve. So those two events themselves create the bookends what we get started with and how we close the loop, but there are smaller events that happen in between the team events are obviously all important. But more significant for me is the constant, the event for the product management team or program management team how are you going to filter them, excuse me.

Gerald Cadden:

Who are going to need to get together on a regular basis to ensure that then we call this the Sync. So this is the ART Sync or the POPM Sync. You need to make sure those are happening because those are these more dynamic feedback loops and ensure the progress of good architectural requirements or good features coming through so that when you get to PI Planning the teams have significant things to work on. So if you had to give me my top three events, PI Planning, inspect and adapt, and the ART Sync and product POPM Sync.

Sean Blake:

Awesome. I know there's always that temptation for teams to find the shortcuts and define the workarounds where they don't have to do certain meetings or certain check-ins, but in terms of communication it must be terribly important for these teams to make sure they're still communicating and they don't use the framework as an excuse to stop meeting together and to stop collaborating.

Gerald Cadden:

Yeah. I mean, I went through when I started implementing at the large car company in the U.S I decided to rip the bandaid off. They had several teams working on projects and they weren't doing well, when I looked at the challenges and decided we're going to implement SAFe some of the management they were, "Are you crazy? Why would you do this?" But they trusted me. And so we did rip the bandaid off and we formed them all into a not. We launched set up. And I remember at the end of the PIs some of the management have had a lot of doubts that were coming up after they sat through the PI and they said they just couldn't believe how great that was.

Gerald Cadden:

Even though the first PI was a little chaotic they understood the work and the collaboration, the alignment, just the discussions that took place were far more powerful for them. And teams were happier, they were walking out to a different environment. So it changed the mood a great deal. So I think the teams their ability to be heard in one of the most significant places is during PI Planning, they get that chance to be heard. They get that chance to participate rather than just be at the end where they're told what to do.

Sean Blake:

Mm-hmm (affirmative). So it really empowers the team.

Gerald Cadden:

Yeah. Absolutely.

Sean Blake:

That's great. So as a company moves out of the implementation phase and becomes a little bit more used to the way of doing things what's the best way for them to go about communicating that progress to the wider organization and then really evangelizing this way of working to try and get more teams on board and more Agile release trains set up so that it's really a whole company approach.

Gerald Cadden:

Yeah. A good question. So I think first of all the system demo that we do. So the regular system demos that take place, this is an event where you can invite people to. So when you get to the end of the program increment, the 10, 12, or the eight, 10 or 12 weeks and you're doing your PI system demo that's a chance for you to invite people that may be in the organization who are next on the list and they're going to be doing this, or they're curious, or if you have external suppliers who you're trying to get on board as part of the training have them come. Have them come to these events so they can just participate. They can see what goes on and it takes away some of the fear of what that stuff is. It gives them work much.

Gerald Cadden:

So the system demo whether you do it during the PI, but definitely the PI system demo and you want that one. So more ad hoc things and one of the things that I've seen organizations really fail to do is when they're having success the leadership around the train need to go out and I hate the term evangelize, but go out and show the successes. Get out and talk about this at the next company meeting present where they were and where they are now. But as part of that don't share just the metrics that show greater delivery of value show the human metrics, show how the team went from maybe a certain level of disgruntlement to maybe feeling happier and getting better feedback, show with how the business and technology have come closer together because they're able to collaborate and actually produce value together rather than being at odds because the system makes them at odds.

Sean Blake:

Awesome. Gerald is there anything else you'd like to share with our audience before we wrap up the episode? Any tips or words of encouragement, or perhaps some advice for those who are considering scaling up their Agile teams.

Gerald Cadden:

I think that the one piece of advice again, I'll reiterate back to the earlier point I made is as you are going through the implementation process and you're starting to launch your train and train your teams figure out how you're going to support them when you launch. Putting people through an SPC class or through all the other classes they won't come out safe geniuses. They'll have knowledge and they'll have the enthusiasm and have some trepidation as well, but you need good coaching. So figure out as you're beginning the implementation pattern where you're designing the teams et cetera, figure out what your coaching pattern is going to be. Hire the people with the knowledge and the experience work with a partner for the knowledge and experience. They shouldn't stay there forever if you work with consultants.

Gerald Cadden:

Their job should be to come in and empower you not to stay there permanently, but without that coaching and coaching over a couple of PIs your teams tend to run into problems and go backwards. So to keep that momentum moving forward for me it's figure out the coaching pattern. The only other one I would say too is make sure that you get good collaboration between product and the people who are going to be the product management role on architecture, get rid of the grievances, have them work together because those can stifle you. Get in and talk about the environments before you launch. You don't want funny problems when you, "Oh, the architecture is terrible." Okay. Let's talk about that before we launch." So just a couple of things that I think are really important things to focus on before you launch the train.

Sean Blake:

Awesome. I really appreciate that Gerald. I've actually learned a lot in our chat around. It's the same challenges that you had 10 years ago it's the same challenges that we have today. The really the COVID is the challenge of how do you focus on the mindset change. We've talked about the teams are eager to change. There might be a few grumbly voices along the way, but really it's about leadership providing a welcoming and safe environment to foster that change and the difference between being a coach and a consultant, the importance of mentoring. Wow we actually covered a lot of ground didn't we?

Gerald Cadden:

I may get some hate mail for that comment, but...

Sean Blake:

Oh, we'll see. Time will tell. Thanks so much Gerald for joining us on the Easy Agile Podcast. And we appreciate you sharing your expertise with us and the audience for the podcast. Thanks for having you.

Gerald Cadden:

Happy to do it anytime. Thanks for having me here today.

Sean Blake:

Thanks Gerald.

"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.