Successfully completed the SAFe SPC exam this morning. On the first attempt, thankfully. I am now a “Certified SAFe ® 5 Program Consultant.”
I have forgotten where I discovered this picture. It was many years ago. I do not know who these men are or when and where this picture was taken. (If you know, please drop me a line.) I’ve copies of it on virtually every chunk of technology I own that’s capable of showing pictures as a frequent reminder and image for contemplation. It is rich in meaning in many different ways.
Judging by the amount of surrounding destruction, I’d guess these men are deep into Europe, perhaps even Germany. The uniforms suggest Spring, perhaps. Not warm enough for Summer, not cold enough for Winter. Perhaps they are toasting VE day, perhaps having survived the liberation of yet another city, perhaps having survived a recent battle, or maybe just celebrating being alive in the moment.
The soldier on the left appears to have what looks like a Thompson submachine gun on his lap, suggesting things in the area are not as casual as the wine bottle and raised glasses might suggest.
To all who have served us in the defense of Freedom and Liberty: My sincere and deep appreciation and most humble thanks.
If you’ve ever been fit for prescription glasses, you’ve no doubt had the experience of the eye exam where the doctor flips between different lens strengths and asks “Is this better or worse than before?” It’s basically A/B testing.
This came to mind after reading a research paper authored by Dan Gilbert and Jane Ebert  and listening to Gilbert’s TED Talk, “The surprising science of happiness.” The key bit, as described by Gilbert:
Sometime later — it could be 15 minutes, it could be 15 days — the same stimuli are put before the subject, and the subject is asked to re-rank the stimuli. “Tell us how much you like them now.”
The result was that their previous #3 was ranked as #2 and their previous #4 was ranked as #5. This reflects what Gilbert calls “synthetic happiness.” Having been denied their #1 and #2 choices, experiment participants was forced to “settle” for a lesser choice. However, having made the choice they increased they preference for the lesser choice and thereby synthesized happiness with that choice. Just as interesting, the previous #4 choice was pushed further down the scale as if to put some distance between the previous #3 choice. In effect, distinguishing the decision to take home #3 as clearly the better choice.
All this gave me an idea for something to try with a team I’ve working with that needed to rehabilitate their team identity into something healthier. Typically, teams sour on the idea of going through an exercise like this. The team I was working with was no exception. They likened it to defining team goals – a largely tedious and uninspiring chore.
I wanted to know if I could present two possible team identity statements – A/B style – of which one would be clearly undesirable and another more in line with what I suspect the team may be comfortable. The A/B presentation would keep this simple (presenting a selection of six team identity statements as in the experiment with pictures described by Gilbert would be a non-starter.)
Offering a choice should compel them to chose one over the other. I’m counting on their brains to do what brains do. When faced with a choice, they make one. If I were to present them with a single identity statement and ask “How would you like to change this to be more in line with the identity you want?”, I’ve every confidence the room would be filled with silence.
The very first presentation had a blank page on the left and my intentionally lame and inaccurate team goal on the right.
The team was well aware “no goal” wasn’t an option and wouldn’t reflect well on their performance review with HR and management. My theory was that when faced with an empty goal and one that was inaccurate, they’d suggest something, however minimal, that was an improvement on the initial goal. This is what happened and the team then spent a few minutes tuning the goal into something a little less cringe-worthy. This began the process of converting the goal from the scrum master’s goal to the team’s goal.
Then I deliberately let a week or more pass.
On next presentation, the goal on the left was the goal they chose and tuned previously. The second choice was similar but contained one or two slight modifications intended to move the team’s identity in a more positive and healthy direction. Over the course of several months I tested – A/B/Eye Exam style – numerous team goals. “Which goal do you prefer, the one on the right or the one on the left?”
So we had a start. From here on out it was just a matter of improvement. Keying off of things the team said or did, I’d modify the “accepted” goal and present it as an option at the next opportunity.
The key or driver in this approach, the hypothesis goes, is to set it up so that the team makes the decisions rather than having something foist upon them. The are virtually guaranteed to reject or strongly resist the latter. With the former, they have ownership in the decision. To reject their decision is to say, in essence, that they made a bad or wrong choice, a bad or wrong decision. In general, people don’t like to admit such a thing so they stick with a decision – for better or worse – if it’s a decision they made and are responsible for.
Another important element in play with this approach is the anchoring cognitive bias, particularly early on. People are much more comfortable making comparisons between things than they are with coming up with something original. By presenting a blank goal and one that reflects a direction in which I want the team to move – from nothing to something positive – the hypothesis is that the team will assimilate toward more positive goals and that this assimilation will become self-reinforcing over time.
References D. T. Gilbert, J. E. J. Ebert (2002) Decisions and Revisions: The Affective Forecasting of Changeable Outcomes, Journal of Personality and Social Psychology, Vol. 82, No. 4, 503–514
Photo credit: Max Pixel
Tribes: We Need You to Lead Us by Seth Godin
Reading Godin is a lot like going for an enjoyable mountain hike and finding a handful of small gold nuggets along the way. No heavy effort to dig for miles in order to find the deeper, richer vein of wealth. Just enough interesting shiny bits of useful wisdom scattered along the trail to invite the reader to explore further.
“Tribes” isn’t so much about the composition and character of tribes, per se, but more a call to serve as a leader for tribes yet to be formed. “Human beings can’t help it,” he writes. “[W]e need to belong. One of the most powerful of our survival mechanisms is to be part of a tribe, to contribute to (and take from) a group of like-minded people.” But left to their own devices, tribes dissolve or evolve into something directionless, perhaps unruly. What they need to persist is some form of leadership to set the rules and customs.
Speaking to aspiring or future leaders, Godin presents what he views as the biggest blocker to people stepping up and fulfilling leadership roles.
And the source of that fear is rooted in misaligned beliefs about criticism and failure.
As with almost everything I read, my eye is searching for ways the information I’m acquiring can be applied to improving team performance. The notion of tribes appeals to me from a social community perspective. I firmly believe there are deep psychological patterns in the human mind that unconsciously gravitate toward the idea of belonging to a tribal structure. And yet, there are limitations to that structure in the 21st Century business world. As Godin notes, “[I]n addition to the messages that go from the marketer or the leader to the tribe, there are the messages that go sideways, from member to member, and back to the leader as well.” What about communication between tribes? How might we avoid the formation of silos and corporate turf battles? These are questions for which I’ll need to continue searching as they are not addressed in “Tribes.”
Written more than ten years ago, there are elements of the book that have not aged well. For example, writing at a time which many today are considering the Golden Age of the Internet, Godin observes “In the nonsquishy tribal world of this decade, Twitter and blogs and online videos and countless other techniques contribute to an entirely new dimension of what it means to be part of a tribe.” And later, while writing about how easy it is for tribes to connect, communicate, and spread messages: “The tribe thrives; it delivers value and it spreads. Internet folks call this viral activity, or a virtuous cycle.” More commonly today the technology noted by Godin – particularly Facebook and Twitter – have resulted in the formation of more mobs than tribes and the cycles are 2019 are more vicious than they are virtuous.
However, I don’t think Godin was casting his gaze into the future through entirely rose colored glasses. He notes that crowds (and their blunt force object version: mobs) and tribes are “[t]wo different things: A crowd is a tribe without a leader. A crowd is a tribe without communication. Most organizations spend their time marketing to the crowd. Smart organizations assemble the tribe. Crowds are interesting, and they can create all sorts of worthwhile artifacts and market effects. But tribes are longer lasting and more effective.”
Several of the gold nuggets I picked up pointed to the importance of systemic thinking and analysis:
Working in an environment that’s static is no fun. Even worse, working for an organization that is busy fighting off change is horrible.
When you fall in love with the system, you lose the ability to grow.
The status quo is persistent and resistant.
The last quote is a clear reflection of Shalloway’s Corollary. The status quo is the system pushing back.
I’ll round out this review with a few quotes that apply to a life in general.
If you need the alternative to be better than the status quo from the very start, you’ll never begin.
Life’s too short to fight the forces of change. Life’s too short to hate what you do all day. Life’s way too short to make mediocre stuff.
Defending mediocrity is exhausting.
Instead of wondering when your next vacation is, maybe you ought to set up a life you don’t need to escape from.
People don’t believe what you tell them. They rarely believe what you show them. They often believe what their friends tell them. They always believe what they tell themselves. What leaders do: they give people stories they can tell themselves. Stories about the future and about change.
I was taken to task for “not being a team player” in my example of walking away from an opportunity to co-develop a training program with a difficult Agile coach. It was easy to set this criticism aside as the person offering it was in no position to be familiar with the context or full story. Nonetheless, the comment gave me pause to consider more deeply the rationale behind my decision. What experiential factors did I leverage when coming to this seemingly snap decision?
I can think of five context characteristics to consider when attempting to collaborate in an environment charged with conflict.
First, is the disagreement over the details of the work to be done? My peer and I didn’t have agreement on whether or not it was important or useful to include information on basic story sizing as part of the story splitting presentation. I wanted to include this information, my peer did not.
Second, is there a disagreement over how the work is to be done? I wanted to preface the story splitting section with a story sizing section whereas my peer was intent on eviscerating the story sizing section to such an extent as to make it meaningless.
Third, is there any type of struggle around status or who “should” be in charge? My peer demonstrated unambiguous behavior that she was “The Coach” for the company and that anything that may be presented to employees should be an expression of her authorship. When she instructed me to send my deck of slides to her for “revision” and I refused, she visibly bristled. By this point, I wasn’t about to release my copyrighted material into her possession.
Fourth, are there corporate politics that promote – intentionally or unintentionally – silos and turf protection? My client’s organization could be be held forth as a textbook example of Conway’s Law. The product reflected an uncounted number of incomplete efforts and failed attempts at unifying the underlying architecture. The Agile Coach’s behavior was just one more example of someone in the organization working to put their stamp of value on the ever-growing edifice of corporate blobness.
Finally, is there a conflict of personalities or communication styles? Again, this was true in this case. I wanted to co-create whereas my peer wanted to commandeer and direct. I wanted to present, she wanted to interrupt.
No work environment is free of these characteristics and it may be they are all present in some degree or another. I expect these characteristics to be in place no matter where I work. However, in this case, it was clear to me we were not in alignment with any of these characteristics and each of them were present at very high levels. Sorting this out wasn’t worth my time at just about any price. Certainly not at the price I was being paid. Walking away wasn’t going to burn any bridges as there were no bridges in existence to begin with.
When someone owns something they tend to keep a closer watch on where that something is and whether or not it’s in good working order. Owners are more sensitive to actions that may adversely affect the value of their investment. It’s the car you own vs the car you rent. This holds true for products, projects, and teams. For this reason the title of “product owner” is well suited to the responsibilities assigned to the role. The explicit call-out to ownership carries a lot of goodness related to responsibility, leadership, and action.
Having been a product owner and having coached product owners, I have a deep respect for anyone who takes on the challenges associated with this role. In my view, it’s the most difficult position to fill on an Agile team. For starters, there are all the things a product owner is responsible for as described in any decent book on scrum: setting the product vision and road map, ordering the product backlog, creating epics and story cards, defining acceptance criteria, etc. What’s often missing from the standard set of bullet items is the “how” for doing them well. Newly minted product owners are usually left to their own devices for figuring this out. And unfortunately, in this short post I won’t be offering any how-to guidance for developing any of the skills generally recognized to be part of the product owner role.
What I’d most like to achieve in this post is calling out several of the key skills associated with quality product ownership that are usually omitted from the books and trainings – the beyond-the-basics items that any product owner will want to include in their continuous learning journey with Agile. In no particular order…
- Product owners must be superb negotiators when working with stakeholders and team members. The techniques used for each group are different so it’s important to understand the motivations that drive them. I’ve found Jim Camp’s “Start with No” and Chris Voss’ “Never Split the Difference” to be particularly helpful in this regard.
- One of the four values stated in the Agile Manifesto is “Responding to change over following a plan.” Unfortunately, this is often construed to mean any change at any time is valuable. This Agile value isn’t a directive for maximum entropy and chaos. Product owners must remain vigilant to scope changes. And the boundaries for scope are defined by the decisions product owners make. So product owners must be decisive and committed to the decisions, agreements, and promises that have been made with stakeholders and the team.
- Product owners need to have a good sense for when experimentation may be needed to sort out any complex or risky features in the project – creating spikes or proof-of-concept work early enough in the project so as to avoid any costly pivots later in the project.
- Even with experimentation, making the call to pivot will require a product owner’s clear understanding of past events and any path forward that offers the greatest chance for success. As the sage says, predictions are difficult to make, particularly about the future. The expectation isn’t for clairvoyance, rather for the ability to pay close attention to what the (non-vanity) data are telling them.
- Understanding how to work through failures and dealing with “The Dip,” as Seth Godin calls it, are also important skills for a product owner. The team and the stakeholders are going to look to the product owner’s leadership to demonstrate confidence that they are on the right track.
More than other roles on an Agile team, the product owner must be a truly well-rounded and experienced individual. Paradoxically, it is a role that is both constrained by the highly visible nature of the position and dynamic due to the skill set required to maximize the chances for project success.
It is popular to characterize the scrum master role as following a “servant leader” style of engagement with scrum teams. Beyond that, not much else is offered to help unpack just what that means. The more you read about “servant leadership” the more confused you’re likely to get. A lot of what’s available on the Internet and offered in trainings ends up being contradictory and overburdening to someone just trying to help their team excel. Telling someone they’ll need to become a “servant leader” can be like telling them to go away closer.
So let’s unpack that moniker a little and state what it means in more practical terms for the average, yet effective, scrum master.
To begin, it’s most helpful to put a little space between the two skills. As a scrum master you’ll need to serve. As a scrum master you’ll need to lead. When you’re a good scrum master you’ll know when to do each of those and how. Someone who tries to do both at once usually ends up succeeding at neither.
As a servant, a scrum master has to keep a vigilant eye on making sure their servant behaviors are in the best interests of helping the delivery team succeed. If the scrum master lets the role devolve to little more than an admin to the product owner or the team then they’ve lost their way. It will certainly seem easier to write the story cards for the team, for example, rather than spend the time coaching them how to write story cards. This is a case where leadership is needed. On the other hand, if someone on the team is blocked by a dependency due to a past due deliverable from another team, then the scrum master would indeed serve the best interests of the team by working with the other team to resolve the dependency rather than require the delivery team member to shift focus away from completing work in the queue.
As a leader, a scrum master has to recognize any constraints the context places on the scope of their responsibilities. In meet-ups and conferences I’ve heard people say the scrum master “should be the team spiritual leader,” the team “therapist,” or “a shaman,” and able to administer to the team’s emotional needs. I take a more pragmatic approach and believe a scrum master should be able to recognize when someone on their team is in need of a qualified professional and, if necessary, assist them in finding the help they need. (HR departments exists, in part, to handle these situations.) This is still good leadership. It’s important to recognize the limits of one’s own capabilities and qualifications. Scrum master as therapist is a quagmire, to be sure, and I’ve yet to meet one with the boots to handle it.
Servant leader aside, the “master” in “scrum master” is the source of no end of grief. It’s partly to blame for the tendency in people to ascribe super powers to the scrum master role, such as those described above. In addition, the “master” part of the title implies “boss” or “manager.” It is a common occurrence for team members to address their stand-up conversation to me – as scrum master – rather than the team. I have to interrupt and specifically direct the individual to speak to the team. I’ve had team members share that they assumed I was going to take what was communicated in the stand-up and report directly to the product owner or the department head or even higher in the organization. “How come you’re not taking notes?”, they ask.”The stand-up is for you, not for me. Take your own notes, if you wish,” I reply. (I do take notes, but only for the purpose of following-up on certain issues or capturing action items for myself – things I need to do to remove impediments that are outside the team’s ability to resolve, for example.)
All the downside of what I’ve describe so far can be amplified by the Dunning–Kruger afflicted scrum master. Amplified again if they are “certified.” To paraphrase from the hacker culture on how you know you’re a hacker (in the classical sense), you aren’t a scrum master until someone else calls you a scrum master. There is always more to learn and apply. A scrum master who remains attentive to that fact will naturally develop quality servant and strong leadership skills.
Finally, the scrum master role is often a thankless job. When new to a team and working to establish trust and credibility the scrum master will need to build respect but often won’t be liked during the process. Shifting individuals out of their comfort zone, changing bad habits, or negotiating 21st Century sensitivities is no easy task even when people like and respect you. So a quality scrum master will work to establish respect first and let the liking follow in due course.
Having succeed at this the scrum master’s business will likely shift to the background. So much so some may wonder why they’re taking up space on the team. Working to establish and maintain this level of performance with a team while remaining in the background is at the heart of the servant part of servant/leader.
In a previous post, I described several barriers to implementing scrum. Recently, an additional example came to light similar to the mistake of elevating scrum or Agile to a philosophy.
In a conversation with a colleague, we were exploring ways on how we might drive interest for browsing the growing wealth of Agile related information being added to the company wiki. It’s an impressive collection of experiences of how other teams have solved a wide array of interesting problems using Agile principles and practices. Knowing that we cannot personally attend to every need on every project team, we were talking through various ways to develop the capacity for exploration and self-education. I think I must have used the phrase “the information is out there and readily available” a couple of times to many because my colleague reacted to where I put the bar by comparing learning Agile to surgery.
Using the surgery metaphor, she pressed the comparison that all the information she needs about surgery is “out there and readily available” but even if she knew all that information she likely wouldn’t be a good surgeon. Fair point that experience and practice are important. And if that is the case, then everyone should be taking every opportunity they can to practice good agile rather than regressing to old habits.
More importantly, perhaps, is the misapplied metaphor. Practicing agile isn’t as complicated as surgery or rocket science or any other such endeavor that requires years of deep study and practice. Comparing it to something like that places the prospects of doing well in a short amount of time mentally beyond the reach of any potential practitioners.
Perhaps a better metaphor is the opening of a new rail line in the city. A good measure of effort needs to be expended to educate the public on the line’s availability, the schedules, how to purchase fares, where the connections are, what are the safety features, etc. Having done that, having “put the information out there where it is generally available,” it is a reasonable expectation that the public will make the effort to find it when they need it. It is unreasonable, and unscaleable, to build such a system and then expect that every passenger will be personally escorted from their front door to their seat on the train.
It is also interesting to consider what this does to the “empathy scale” when such an overextended metaphor is applied to efforts such as learning to practice Agile. If we frame learning Agile as similar to surgery then as people work to implement Agile are we more inclined to have an excessive amount of empathy for their struggles and be more accepting or accommodating of their short comings?
“Not to worry that you still don’t have a well formed product backlog. This is like surgery, after all.”
Are we as an organization and each of our employees better served by the application of a more appropriate metaphor, one that matches the skill and expectations of the task?
“We’ve provided instruction as to what a product backlog is and how to create one. We’ve guided you as you’ve practiced refining a product backlog. You know where to find suggestions for improving your skills for product backlog stewardship (wiki, books, colleagues, etc). Now role up your sleeves and do the work.”
Successful coaching for developing the ability in team members for actively seeking answers requires skillfully letting them struggle and fail in recoverable ways. It is possible to hold their hand too long. To use another metaphor, provide whatever guidance and instruction you need to so they know how to fish, then let them alone to practice casting their own line.
Photo credit: langll
Recently I had the opportunity to attend the Mile High Agile 2015 conference in Denver where Mike Cohn delivered the morning keynote address: “Let Go of Knowing: How Holding onto Views May Be Holding You Back.” As you might expect from a seasoned professional, it was an excellent presentation and very well received. A collection of 250+ scrum masters, product owners, and agile coaches is no stranger to mistakes, failures, and terrifying moments of doubt.
As valuable as the ideas in Cohn’s presentation are, I want to take them further. Not further into the value of keeping our sense of sureness somewhat relaxed, rather onto some thoughts about what’s next. After we’ve reached a place of acknowledging we don’t know something and are less sure then we were just a moment before, where do we go from there? It’s an important question, because if you don’t have an answer, you’re open to trouble.
The “I Don’t Know” Vacuum
Humans are wired to find meaning in almost every pattern they experience. The cognitive vacuum created by doubt and uncertainty is so strong it will cause seemingly rational people to grasp at the most untenable of straws. It’s a difficult path, but developing the skill for being comfortable with moments of doubt and uncertainty can lead to new insights and deeper understanding if we give our brains a little time to search and explore. Hanging out in a space of doubt and uncertainty may be fine for a little while, but it isn’t a wise place to build a home.
After acknowledging we don’t know something or that we’ve been wrong in our thinking, it’s important to make sure the question “What’s next?” doesn’t go begging. I’d wager we’ve all had the dubious pleasure of discovering what we don’t know in full view of others and in those situations the answer to this question becomes critical. It may not need an immediate answer, but it does need an answer. If you don’t work to fill the vacuum left by “I don’t know” or “I was wrong,” someone else surely will and it may not move the conversation in the direction you intended.
The phenomenon works like this. Bob, a capable scrum master, ends up in a situation that reveals a lack of experience or understanding with the scrum framework and doesn’t know what to do. Alice, maybe immediately or maybe later, moves into the ambiguity, assumes control, and tells the team what should be done. If Alice is wise in the ways of agile, this could end well. If command-and-control is her modus operandi in the defence of silos and waterfall, it probably won’t.
So how can an agile practitioner prepare themselves to respond effectively in situations of doubt and uncertainty? Here are a few things that have worked for me.
Feynman-ize the Conversation
In his book “Surely You’re Joking , Mr. Feynman!,” Nobel physicist Richard Feynman tells a story from his early career where several building engineers started reviewing blueprints with him, thinking he knew how to read them. He didn’t. Having been surprised by being placed in a position of assumed expertise, Feynman improvised by pointing at a mysterious but ubiquitous symbol on the blueprint and asking, “What if that sticks?” The engineers studied the blueprint in light of Feynman’s question and realized the plans had a critical flaw in a system of safety valves.
That’s how to Feynman-ize a conversation. Start asking questions about things you don’t understand in a manner that challenges those around you to seek the answer you need. In essence, it expands the sphere of doubt and uncertainty to include others in the situation. This tactic is particularly effective in situations where corporate politics are strong. Bringing the whole team into the uncertainty space helps neutralize unhelpful behaviors and increase the probability the best answer for the moment will be found. It is no longer just you who doesn’t know. It’s us that that don’t know. That’s a bigger vacuum in search of an answer. In short order, it’s likely one will be pulled in.
The Solution Menu
Thinking of the agile practitioners in my professional circle, they are all adept at generating possibilities and searching their experience reservoir for answers based on similar circumstances. When the creative juices or flow of answers from the past are somewhat parched by the current challenge, it is natural to project the appearance of not knowing. Unless you’ve drawn a complete blank, you can still use the less-than-ideal options that came to mind.
“I can think of several possible solutions,” you might say. “But I’m not yet sure how they can be adapted to this challenge.” Then offer your short list of items for consideration. One of those menu choices might be the spark that inspires a team members to think of a better idea. Someone else may find an innovative combination of menu choices that gets to the heart of the issue. I’ve even had someone mishear one of my menu choices such that what they thought they heard turned out to be the more viable solution. This is just another way to leverage the power of everyone’s innate drive for finding meaning.
Design an Experiment
If there is a glove that fits the “I don’t know” hand, it’s experimentation. I suppose you could work to stretch the guessing glove over “I don’t know.” But if your team is aware that you don’t know something, it’s worse if they know you’re pretending that you do. Challenges and problems are the situation’s way of asking you questions. If the answers aren’t apparent, form a solution hypothesis, set up a simple test, and evaluate the results. And as the shampoo bottle says: lather, rinse, repeat until the problem is washed away. It’s another way to expand the sphere of uncertainty to include the whole team and increase the creative power brought to bear on the problem. If your shampoo bottle is this agile, I’ve every confidence you can be, too.
Now I’m curious. What has helped you move past “I don’t know?”
This article was originally published by the Scrum Alliance under Member Articles.