© Jeff Dalton 2019
Jeff DaltonGreat Big Agilehttps://doi.org/10.1007/978-1-4842-4206-3_7

7. Performance Circle: Teaming

Jeff Dalton1 
(1)
Waterford, MI, USA
 
The Teaming performance circle describes actions, roles, and outcomes that address agile teaming (Figure 7-1). Agile leaders have an opportunity to model the successes of agile teams throughout the organization through observation and adoption of common agile ceremonies that may be foreign to team members within the technology, marketing, operations, finance, infrastructure, and purchasing organizations.
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Figure 7-1

Performance Circle: Teaming

Agile leaders should:
  • Employ agile team agreements that align with values across all leadership and organizations.

  • Conduct regular retrospectives throughout their organization, and beyond the development team, to identify successes and improvements.

  • Deploy coaching and mentoring beyond development teams.

  • Adopt visual information management techniques throughout the organization.

  • Clearly separate roles from titles and job descriptions.

  • Strive for a ceremony-based, high-trust culture that embraces agile values.

Objective

As an agile leader,

I want teams and functional areas to learn and master self-organization and agile ceremonies and techniques,

So that the entire organization can benefit fully from agile adoption.

Holon: Organizing

Organizing is a holon within the Teaming performance circle. The Organizing holon contains the actions and ceremonies required to implement self-organization, interface with non-agile teams, and define the roles of project managers, product owners, and for other roles not defined by any agile framework.

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Objective

As an agile leader,

I want to support an agile infrastructure of people, processes, and tools,

So that agile teams have everything needed to be successful.

Performance Level Outcomes

The Organizing holon has the following outcomes defined at each performance level. An organization can achieve performance outcomes by performing the actions and behaviors associated with the specific performance levels (see Table 7-1).
Table 7-1

Organizing Performance Level Outcomes

Adopting Level Outcomes

Transforming Level Outcomes

Mastering Level Outcomes

1. Physical space and culture are conducive to team collaboration, communication and focus.

2. Teams have the right mix of cross-functional experience necessary to support agile development.

3. Teams establish standards and ground rules.

4. Teams clearly establish roles and accountabilities.

5. Teams establish charters consistent with the culture and values of the agile organization.

6. Ceremonies and techniques are available to all projects.

7. Teams begin to own their agile environment.

8. Team environments reflect agile values.

  9. Teams self-organize based on the organizational agile culture defined, and leaders can measure performance.

10. Projects optimize performance using accessible tools and techniques that are visible organizationally.

11. Agile teams integrate or synchronize with other teams and groups as needed to become a Team of Teams.

Action 1.0: Establish Agile Team Environments

Develop a work environment that supports our agile values, like Focus, Collaboration, Humor, Openness. The physical environment will promote recruitment, retention, performance, creativity, and quality of life. Mixed spaces provide fluidity between collaboration, communication, privacy, and focused development.

Ceremonies/Techniques

  • Agile Digs

    Use Agile Digs to create “neighborhoods” in the workspace that allow team space for group work, and space for individual work. Use the Agile Digs strategy to ensure everyone has a “home-space” that does not have to be booked in advance (e.g., “hoteling”). Fill the space with white boards, charts, visual information indicators, and information radiators.

Action 2.0: Establish Roles and Accountabilities

Develop a shared vision and unified expectations of how the team operates. Team members must know what is expected of them and what they can expect of other team members, stakeholders, and leaders. Roles and accountabilities can be reflected in team charters and organizational value statements. If roles and accountabilities are not clear and supported by all, productivity and creativity will be lost in favor of conflicts, misdirection, failures.

Ceremonies/Techniques

  • Roles and Accountabilities Game

    Use the ORR game to gain an understanding of what teams perceive as their roles, and how they define the associated accountabilities for each. Help teams, including leaders and functional group members, self-subscribe to accountabilities.

Action 3.0: Promote Self-Organizing and Cross-Functional Teams

Establish an infrastructure for self-organization that incorporates and shares best practices, lessons learned, and process improvements throughout the community. Provide clear visual information to ensure a common vision and true transparency. Observe people and places in action to verify agile values and opportunities to adapt and improve.

Ceremonies/Techniques

  • Shared Vision (Obeya Room)

    Use agile values Obeya Rooms to observe your teams sharing and verify the organizations agile values in a visible and transparent way.

  • Gemba

    Use Gemba Walks to see teams in action to understand how well they are living your agile vision.

  • Kaizen

    Use Kaizen boards to help teams and the whole organization manage continuous improvement efforts. Use Kaizen to allow all teams and leadership to understand improvement priorities and success.

Holon: Growing

Growing is a holon within the Teaming performance circle. The Growing holon contains the actions and ceremonies required to provide a training, mentoring, and learning environment.

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Objective

As an agile leader,

I want to provide a training, mentoring, and a learning environment,

So that teams can take full advantage of agile ceremonies, methods, and techniques.

Performance Level Outcomes

The Growing holon has the following outcomes defined at each performance level. An organization can achieve performance outcomes by performing the actions and behaviors associated with the specific performance levels (see Table 7-2).
Table 7-2

Growing Performance Level Outcomes

Adopting Level Outcomes

Transforming Level Outcomes

Mastering Level Outcomes

1. Immediate and future training needs are identified.

2. Teams regularly review training status.

3. Trained mentors are present to increase team performance.

4. Team effectiveness is measured.

5. Training is visible in the team environment.

6. Teams determine training needs.

7. Learning is based on team effectiveness measures.

8. Training is constant, consistent, and readily available.

9. Team member competency is evident and demonstrable.

Action 1.0: Identify Training Needs for Agile Teams

Provide teams the opportunity to identify their training needs and opportunities in real time. Training needs are identified and planned at project initiation, but also may arise during sprint planning, retrospectives, and other ceremonies and activities. Ensure training needs are met by inspecting and adapting to the needs of teams.

Ceremonies/Techniques

  • Dot Voting

Use Dot voting to allow teams and leaders to vote their preferences among a set of choices to gain buy in and acceptance on decisions.

Action 2.0: Develop an Organizational Training Backlog

Develop an Organizational Training Backlog to ensure that training opportunities are assessed, prioritized, and available when needed.

Ceremonies/Techniques

  • Product Training Backlog

Use the training product backlog to develop a prioritized list of organizational training needs and to allow resources to contribute to the list. Training backlogs help organizations track and deliver the necessary training that teams crave.

Action 3.0: Establish a Mentoring Program

Establish a hands-on coaching/mentoring program to promote agile values and share best practices from training and process-related experiences. Provide expert coaches and mentors in real-time agile development environments to get the best return on training investments.

Ceremonies/Techniques

  • Arc of Conversation

Use the Arc of conversation to remove biases and actively “hear” what your teams need to meet the organizations objectives and make the most valuable decisions on training, and process improvements.

Action 4.0: Assess the Effectiveness of Training and Mentoring Programs

Assess the effectiveness of training through visual confirmation, where trainers, mentors, or other stakeholders observe trainees and mentees using new skills and exhibiting desired behaviors. Conduct Training Retrospectives to assess the effectiveness of the training and mentoring program and make improvements.

Ceremonies/Techniques

  • Confirmation Retrospectives

Use Confirmation Retrospectives to observe the training results and allow teams to practice their new skills. Consistent training methods and developing team skills will foster improvements throughout the organization.
  • Training Retrospectives

Use Training Retrospectives to identify what the teams thought went well, what did not go well, and what should be change in the training delivered, before investing further. Using Training Retrospectives ensures you are getting the measurable value expected from your investment.

Holon: Governing

Governing is a holon within the Teaming performance circle. The Governing holon contains the actions and ceremonies required to provide a strong agile governance infrastructure for both product and process performance.

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Objective

As an agile leader,

I want to provide a strong agile governance infrastructure for both product and process performance,

So that as the business changes, our agile values remain in alignment.

Performance Level Outcomes

The Governing holon has the following outcomes defined at each performance level. An organization can achieve performance outcomes by performing the actions and behaviors associated with the specific performance levels (see Table 7-3).
Table 7-3

Governing Performance Level Outcomes

Adopting Level Outcomes

Transforming Level Outcomes

Mastering Level Outcomes

1. Agile roles and accountabilities are understood by team members.

2. Teams identify improvement opportunities.

3. Agile leaders and team members understand agile values.

4. Team members share roles and accountabilities when needed.

5. Team outputs inform performance and organizational improvements.

6. Team objectives and key results are assessed for alignment with agile values.

 7. Roles and accountabilities are flexible to meet current team needs.

 8. Agile leaders and development team members collaborate to drive continuous improvement.

 9. Agile teams are self-governing and agile leaders encourage and support team governance structures.

10. Team objectives and key results are aligned with core organization-wide agile values.

Action 1.0: Align HR with Requirements for Self-Organizing Teams

Review all Human Resource policies, processes, and procedures to ensure they are aligned with agile values and relevant agile roles and techniques.

Ceremonies/Techniques

  • Organizational Roles and Accountabilities Game

Use the ORR game to gain an understanding of what your teams perceive as their roles and how they define the associated accountabilities for each. Help your HR leaders understand the agile team’s roles and align policies and procedures with those roles.

Action 2.0: Clarify Team Structure and Reporting Relationships

Empower teams to develop their own self-organizing rules and guidelines in their team agreements within clearly established organizational parameters.

Ceremonies/Techniques

  • State of the Team

Use a State of the Team meeting to understand what teams have accomplished and need from other teams and leadership. Using State of the Team allows leadership to understand a global view of all teams’ status and progress.

Action 3.0: Empower a Cross-Functional Group to Deliver Continuous Performance Improvement

Empower team members and leadership to become agile process owners with accountabilities for the care and feeding of selected agile goals and techniques. Train and provide the owners with guidance to make the techniques better, and let them lead the process improvements and communication of changes to the organization.

Ceremonies/Techniques

  • All Hands Raised

Use the All Hands meetings to promote visibility into your successes, strategy, and to promote your agile culture. Using the All Hands meetings allows leaders to see firsthand the talent of their teams, and to inspire the desired agile values.

Action 4.0: Assess Internal Initiatives to Ensure Alignment with Agile Values of the State

Apply and communicate agile values in real time when observing ceremonies and behaviors. Observe outcomes, deliverables, and behaviors to see that they reflect agile values. When observing, are they transparent, open, fun, focused, collaborative, etc.?

Ceremonies/Techniques

  • Retrospectives

Use retrospectives to identify what the teams thought went well, what did not go well, and what should be changed before making further improvements. Using retrospectives ensures you are getting the measurable value expected from deploying process improvements.
  • Gemba Walks

Use Gemba Walks to see the improvements that teams and agile process owners have made based on observations and actions. Provide coaching and feedback where needed.

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