Hiring ScrumMaster?

One of my biggest passions in the agile space is developing great ScrumMasters and helping them to become successful in their role. I become ScrumMaster in 2005 and I didn’t know much about either Agile or Scrum. I did all the mistakes you can ever imagine. I didn’t know anything about coaching or facilitation. Instead of acting as a leader, I was more like a team mom. Later, when I realized the whole potential of the role, and become the real ScrumMaster I decided I need to give back to the community and I dedicated quite a lot of effort trying to explain to individuals and organizations what is ScrumMaster really about and why is having great ScrumMaster related to the success of the agile journey. But no matter how long is this all Agile and Scrum around, despite the effort, there are still companies who are hiring ScrumMasters who cannot be successful. So let’s have a look at the most common misunderstandings.hiring a ScrumMaster for failure

Scrum “Project” Master

Deadlines are important. So let’s tweak the role a bit and hire a combined role of “Project Manager/ScrumMaster”, “Agile Project Manager” or “Agile Delivery Manager”. They are experienced in planning and making sure we keep up to speed and follow the plan. They usually manage the Sprint Backlog and often micromanage individuals.

Scrum “Manager” Master

We have to be efficient. We need to deliver more functionality faster. Speed is the key to the success. So let’s have the “Scrum Manager” to help people organize. Someone needs to allocate tasks and measure that they are working and not pretending or hiding behind the Scrum process. Someone also needs to check the progress at Daily Scrum. Someone has to make sure there are results. Such environments often take velocity as a key metric and ask Scrum “Manager” Master to create Burndown charts and other reports.

Scrum “Technical” Master

Many organizations are missing traditional Team Leaders. A senior technical person who will guide the rest of the team members, distribute their tasks, helping the Product Owner with the estimates. Decide on the Sprint commitment. So here we are Let’s hire an expert – Scrum “Technical” Master.

Scrum “Ceremonies” Master

This is my ‘favorite’. We have a Scrum Master to make sure the ceremonies are happening. It’s not a valued position as it downgrades into a team assistant who needs to schedule and manage meetings. Therefore it’s not much popular and most organizations would combine it with a developer/tester/business analyst role. In some cases, it turns to “Scrum Police” as the only explanation they are able to come up with is that ‘Scrum defines it this way, follow the rules’.

Scrum “Jira” Master

This is very typical nowadays. ScrumMaster needs to know Jira, update it on regular basis, and generate reports. Such ScrumMasters are often micromanaging individuals, adding complexity through difficult workflow and complicated processes. They are focusing on various different estimates, at the story level using story points which they often link to man days and hours at the task level which are being re-estimated every day to be accurate.

Scrum “Owner” Master

It’s a waste of our time to have two people when in the traditional world we only had one project manager. ScrumMaster can act as a Product Owner at the same time. In their mind, ScrumMaster is some sort of process assistant for 10-15% anyway so why not. Such a person usually doesn’t have enough business knowledge and ends up being a requirements seeker, not looking for value, and not deciding on priorities. They take a backlog as a to-do list where everything needs to be done.

Scrum “Flock” Master

Finally, some organizations have one ScrumMaster for many teams. No matter how experienced are they, they usually burn down. They don’t have enough time to focus on all teams, so they end up being everywhere and nowhere, and therefore their impact is very limited.

Maybe you find yourself in multiple dysfunctions at the same time. That often happens. But no matter how different they are, they all share one common outcome. They don’t work and you end up with “fake Scrum” or even “Dark Scrum” and no ScrumMaster.

So what’s the real ScrumMaster role about? For the beginning, you can start with the assessment below. Take it as just a start. There is more to be a great ScrumMaster, but if you have the following top 10 points right, you are at a great place already.

  1. My primary measure of success is team self-management
  2. My team is continuously improving their way of working
  3. There are no roles in the team
  4. The team is cross-functional and able to deliver end-to-end value
  5. We measure value, not an effort
  6. I can coach and facilitate conversations and collaboration
  7. I’m not responsible for a delivery
  8. I’m able to work at all three levels of the #ScrumMasterWay concept (My Team, Relationships, and Entire System)
  9. I’m a leader, helping others to grow and supporting organizations on their agile journey
  10. I love Agile and Scrum, and I’m an active part of the Agile community

If you are interested about a real ScrumMaster, check out my book The Great ScrumMaster: #ScrumMasterWay.

Positions and Career Path in Agile Organization

Considering the shift from siloed based departments with subject matter experts focusing on their specialization in traditional organizations to more general cross-functional teams where members combine different skills to maximize the value in agile organizations, there is a trend to generalize positions and flatten the career path as the hierarchy got less important. Agile organizations are moving from fixed detailed positions to t-shaped skill positions or even no-positions at all, with emergent roles depending on the actual need. They abandon the skills based positions and creating a competence based model where employees are deciding what is their journey going to be. We optimize for flexibility and career mobility. The reason for such shift is again dealing with VUCA challenges as the world becomes too volatile, uncertain, complex, and ambiguous for pre-defined skilled based roles. Agile organizations need flexibility. They need to react fast on any changes in the business environment, are there new competitors offering different value, are there new technologies emerging, are there new challenges in the market, those are just a few questions you can ask. But there is no doubt that the world is not the same anymore. To deal with changes and support the people growth, Agile organizations invest in developing coaching and mentoring programs, and encouraging the internal workshops led by employees where they teach each other.

From my experience, from organizational design perspective, the hardest to imagine is the flat structure where leadership is emergent, and no fixed positions even exists. People are developing roles for themselves based on the current situation and needs, teams are forming around business challenges and adjourning once the challenge is solved. It’s a liquid structure. Very flexible, and very purpose driven. It’s one of those things you need to experience to be able to believe in it. And that’s a chicken – egg problem. What helped me was the experience from our Scrum teams, where I could see how self-organization works at the team level. And then applying it to large ecosystem was simply just using the same skills I was used to apply at the team level. In such environment where people take over the ownership and responsibility for doing their best to maximize the value and achieve the purpose, the detailed positions become irrelevant as teams are cross-functional and individuals t-shaped skilled. Then you can freely remove them, as they are not needed anymore. Quite straightforward. The culture and mindset goes first, the practices will follow. 

Now if my last paragraph was way too far for you, the first small step you can start with even in very traditional environment is to shift from managing individuals to team collaboration. The more they collaborate, they develop the T-shaped skills for each individual. It still doesn’t mean that every single person can do everything the same way as anybody else, but they can actually help each other, they can review and test each other’s work, and they understand the whole little by little. T-shirt are not taking too much effort and are creating a ground for forming cross-functional teams. Once you have a cross-functional team, as first step, you can shift from skill-based roles which are not applicable anymore – like tester, software developer, UX designer, business analyst, etc. to general roles – i.e. team member, engineer or as Scrum call is ‘developer’ (note in Scrum we don’t mean ‘software developer’ but ‘product developer’).

It’s not that hard. Collaboration is fun and t-shaped skills are going really fast. On that journey, detailed positions becomes very soon redundant, and soon after, the career path will reflect the dynamics of the organizational design. People in such organizations are not motivated by given career ladder. They care about their opportunity for growth and personal development.

Top 10 Agile conferences to attend in 2023

Every year I speak at many conferences and based on my experience I recommend some places to go for inspiration. Here is my list of the Top 10 Agile conferences to attend in 2023. It’s not my intention to cover them all, I’m sharing places where I like to return. Inspiring places with interaction, high energy, and great speakers.

  1. Business Agility Conference is one of my favorite conferences every year. Two days full of stories from organizations on their agile journey by executives, practitioners, and thought leaders. Join us in NYC on Apr, 26-27, 2023.
  2. AgilePrague Conference is definitely one of the best conferences in Europe. In two days, it creates a unique collaborative space. Two tracks with short talks, and inspirational keynotes. Join Agile Prague on Sep 18-19, 2023, Prague, Czech Republic.
  3. Agile Testing Days is Europe’s greaTEST Agile Testing Conference. Join Agile Testing Days on Nov 13 – 16, 2023 in Potsdam, Germany.
  4. Scrum Australia Sydney is another conference in an awesome city with awesome speakers. Join Scrum Sydney 30-31 March, Sydney, Australia.
  5. LeSS Conference is for practitioners. Since 2016, LeSS Conferences is where LeSS Practitioners share their LeSS experience and learn from new experiments. Join this year’s conference in Berlin on Sep 27-28, 2023.
  6. ScanAgile is one of my favorite conferences. This year is planned for March 28-29, 2023 in Helsinki, Finland.
  7. Scrum Day Colombia has a great program this year and it’s definitely worth visiting. Join Scrum Day Colombia on 24-25 de March 2023.
  8. Agile2023 conference brings agile enthusiasts together every year to share experiences and make new connections. Join passionate agilists from around the world to learn about the latest practices, ideas, and strategies in Agile software development from the world’s leading experts, change agents, and innovators. This year it’s on July 18-22 in Orlando, Florida.
  9. Agile on the Beach is a great event to attend and explore the summer in Cornwall, UK on July 6 – 7, 2023.
  10. XP 2023 is the premier Agile software development conference to combine both research and practice. It is a unique forum where Agile researchers, practitioners, thought leaders, coaches, and trainers get together to present and discuss their most recent innovations and research results. The theme for XP 2023 is Whole Team Sustainability. The conference is planned on June 13-16, 2023 in Amsterdam, The Netherlands.

The selection is based on my personal preference and experiences from those events.

Other conferences to consider this year

There are many great events that didn’t make it to this list, so please share your suggestions with us and we add them to the following list.

Psychological Safety, Motivation, and Growth

In my previous post, I was writing about the need for awareness of what is happening in the organization. Looking deeper into the culture, safety is a prerequisite of collaborative environments. Without it fear of failure will take over and people stop experimenting and try new things and start hiding behind roles, rules, and processes. The level of psychological safety correlates with team performance – people need to have trust that they won’t be punished when they make a mistake. One of the famous studies done by Google in 2012 on teamwork and team performance –  Project Aristotle – identified that psychological safety is the most important for a team’s success. Creating safety is key for motivation and if your environment is not safe enough, no agile can be successful there. Agile and Scrum teams address the safety issue by operating in very short iterations. Even if the entire iteration fails, it’s so short, that it won’t create any huge problem. We can still learn and improve. At the end of each iteration, there is a time to reflect, inspect, and adapt via regular retrospectives. It’s not about being perfect and never fail. But in agile space, we take failure as a good thing – an opportunity to learn.

It’s interesting how some organizations are almost freaking out when they hear about learning through experimenting. I guess they imagine the experiment as something big, like the whole product. No surprise they are afraid to fail the entire thing. But experiments in agile are small and tiny steps. In the nowadays world, there is no clear solution exists. Problems we are mostly facing can’t be analyzed, planned, and delivered according to that plan anymore. The plans are failing. For that, most of our problems are too volatile, uncertain, complex, and ambiguous. In the VUCA world, we can’t just say what needs to be done because we don’t know how to solve it yet. However, what we can do is an experiment, try different options, and learn from feedback. The three pillars of empiricism are transparency, inspection, and adaptation. And empirical process core for an agile environment.

Psychological Safety

The other interesting shift we are facing in agile organizations is about motivation. Traditionally organizations focused on extrinsic motivation factors where a reward is used as a motivator for specific activities. Already from school, we are stimulating the fixed mindset where people believe their basic qualities, like their intelligence or talent, are given and talent creates success without effort. On the other hand, in agile organizations, we rather focus on intrinsic motivation, where we believe that people do the work because it’s internally rewarding. It’s fun and satisfying. In agile environments, we stimulate the growth mindset where people believe that one can always improve, or exceed their natural talents. Now let’s pause a minute here. How do you motivate people? What is your organization doing? Is it more extrinsic motivation (money, bonuses, gifts, …) or intrinsic factors (purpose, autonomy, environment, …) ? Do we believe they are creative and smart and can learn what is needed from them? Or do we approach them more as machines?

All we need to do is to create a good learning environment, help people to be confident, and deliver continuous feedback. And here is the role of leadership and specifically HR in an organization. Agile HR is here to help create such an environment that is safe to fail, rewards learning, and builds a growth mindset. It seems to be simple, but in reality, it’s often where organizations are failing.

To assess your environment, you can ask a few questions:

  • Are goals clear to everyone?
  • Do you believe that the work you are doing matters?
  • Do you expect team members to take accountability?
  • Can you trust team members to do their best?
  • How comfortable do you feel taking risks on the team?
  • How comfortable do you feel depending on your teammates?

Remember, the level of psychological safety correlates with team performance, so it’s a good place where to start your business agility journey.

Join the 10th anniversary of the Agile Prague Conference

I started organizing a conference because I wanted to bring interesting people to the Czech Republic, to Prague where I live. I wanted to give people here some sort of feeling of what it means to be agile across the globe, how different organizations do things, what is a hot topic nowadays in the world, and give them an opportunity for two days to learn from the best agile speakers.

The first year we started small and run an experiment as a track of the WebExpo conference and because people liked it, we decided to start a full dedicated conference called Agile Prague. This year we are celebrating a 10th year anniversary. I guess time flies.

Agile Prague is always on Mon-Tue in September so you can enjoy the weekend in Prague and connect pleasure with a bit of learning. We start creating a program already in January, while I speak & travel for different events, I also search for interesting speakers and inspirational stories so many of our speakers are joining on our invitation.

This year you can join us on Mon-Tue Sep 19-20, 2022. We are having two parallel tracks of short practical talks, where people can deep dive into the topics during the open space each day. The entire conference is in English and the topic is “Sustainable Agility”.

To give you some idea about the program, we have several keynotes presented this year:

Alexey Krivitsky and Roland Flemm will help you to “Improve Transformation results in corporate organizations with Adaptivity that fits”. Many organizations struggle to adopt agile in a way that delivers on its promise to make the company fast, flexible and efficient. Alexey and Roland created a model called Adaptivity Fit, that helps you to create a map to guide your agile transformational journey.

Boris Glogger is in the Agile and Scrum space almost forever. I was in his Scrum class many years ago and I still remember it.  During the conference, he will share his experience with us presenting his keynote “Let’s do it again – the role of agile consulting for a sustainable world”.

Evan Leybourn will explore “The Shape of Agility” and what it takes to build the organization ready for no matter what the future brings. Evan is the co-founder of Business Agility Institute which has the best collection of curated content about business agility.

Pat Guariglia will talk about “Quiet Resistance | An understated force”. Change is hard. Transforming to an agile mindset, environment, and way of working is always challenging. Could agile transformations be challenged with something more basic and fundamental, something more core to human behavior? The success of agile depends so much on social interaction and collaboration.

Richard Cheng and Karim Harbott will close the conference with “What is Business Agility and Why It’s Important”. Richard and Karim explore why business agility is critical for our teams, organizations, and leaders and why they need to understand the concept and values around Business Agility.

And together with them, we are bringing over 30 awesome speakers from all around the world.

Join us at Agile Prague Conference Sep 19-20,2022 agileprague.com.

Top 10 Agile Podcasts

Lately, I realized that people start listening more than reading and that podcasts become quite popular. So here is a list of my personal recommendations on top 10s agile podcasts.

#1: The #AgileWay Podcast by Zuzana Zuzi Sochova

#AgileWay podcast is exploring challenges organizations face on their agile journey. How to become a great ScrumMaster, how to change your leadership style, or how to embrace agility at the organizational level. Zuzi has also Czech language podcast “Jsme Agilni”.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/agileway/id1555101534

#2: LeSS (Large Scale Scrum) Matters Podcast by Ben Maynard

The LeSS (Large Scale Scrum) Matters podcast guides you through a proper understanding of how to use Scrum with multiple teams. Ben invites practitioners from the LeSS community to share their experiences with scaling Scrum.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/less-large-scale-scrum-matters/id1605120218 

#3: (Re)Learning Leadership Podcast by Pete Behrens

(Re)Learning Leadership podcast is facilitated by Agile Leadership Journey founder Pete Behrens. The current ways of leading are failing to meet the challenges of our disrupted workforces. Today’s leaders have a choice between adaptation or atrophy: are you ready to evolve your mindset and accelerate change within your organization?

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/re-learning-leadership/id1551181774

#4: Relationship Matters Podcast by CRR Global

The Relationship Matters Podcast  We believe Relationship Matters, from humanity to nature, to the larger whole. Beyond Emotional Intelligence (relationship with oneself) and Social Intelligence (relationship with others) is the realm of Relationship Systems Intelligence where one’s focus shifts to the relationship with the group, team or system. This podcast is not specifically about agile, however in agile world relationship matters.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/relationship-matters/id1507583306

#5 The Collaboration Superpowers Podcast by Lisette Sutherland

The Collaboration Superpowers Podcast by Lisette Sutherland focus on remote work. Recently the remote work becomes a necessity, but not many organization knows how to make it healthy, effective, and collaborative space. Lisette Sutherland, one of the most experienced people about remote work I know,  is interviewing people and companies doing great things… remotely! These interviews are packed with stories and tips for those whose business models depend upon successfully bridging distance to accomplish knowledge work.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-collaboration-superpowers-podcast/id931999061

#6: The Agile Book Club Podcast by Justyna Pindel and Paul Klipp

The Agile Book Club by Justyna Pindel and Paul Klipp is a podcast about books. Agile books. Every month, Justyna and Paul review a different agile book, sharing our thoughts, elevator pitches for the books, favorite quotations, and key takeaways.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/agile-book-club/id1465706071

#7: Agile Toolkit Podcast by Bob Payne

The Agile Toolkit Podcast by Bob Payne is one of the first agile podcasts, interviewing agile community about agile software development, methods, tools, and business agility.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/agile-toolkit-podcast/id78532866

#8: Scrum Master Toolbox Podcast: Agile storytelling from the trenches by Vasco Duarte

The Scrum Master Toolbox Podcast by Vasco Duarte interviews Scrum Masters and Agile Coaches from all over the world to get you actionable advice, new tips and tricks, improve your craft as a Scrum Master with daily doses of inspiring conversations with Scrum Masters from the all over the world. Some of the topics we discuss include: Agile Business, Agile Strategy, Retrospectives, Team motivation, Sprint Planning, Daily Scrum, Sprint Review, Backlog Refinement, Scaling Scrum, Lean Startup, Test Driven Development (TDD), Behavior Driven Development (BDD), Paper Prototyping, QA in Scrum, the role of agile managers, servant leadership, agile coaching, and more!

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/scrum-master-toolbox-podcast-agile-storytelling-from/id963592988

#9: Bridging Agile and Professional Coaching Worlds Podcast by by Tandem Coaching Academy

Bridging Agile and Professional Coaching Worlds is a podcast with focus on anything and everything coaching – from Agile to Professional. We bring you the best of the best from the Agile and Professional coaching world, building that bridge between the two. We envision the future where Agile world embraces professional coaching skills and competencies, bringing them closer together.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/bridging-agile-and-professional-coaching-worlds/id1499503189

#10: The Working Genius Podcast with Patrick Lencioni

The Working Genius podcast by Patrick Lencioni is designed to help people identify their natural gifts and find joy and fulfillment in their work and life. What type of work makes you thrive? Are you burning out because your job requires you to work in your areas of frustration? How can teams and families better tap into one another’s gifts? This podcast answers all these questions and more. This is another podcast that is not agile by focus, but quite relevant in agile space.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-working-genius-podcast-with-patrick-lencioni/id1553105854

Other great podcasts recommend by the community:

There are many more. Let me know if there is a podcast you like missing and I’ll add it here.

who is agile?

Who is agile? is the video edition of the leanpub e-book of 2010. A book of personal reflections on journeys where people stumbled on agile.

Agile Amped Podcast – Inspiring Conversations

The Agile Amped podcast by Accenture | SolutionsIQ is the shared voice of the Agile community, driven by compelling stories, passionate people, and innovative ideas. Together, we are advancing the impact of business agility.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/agile-amped-podcast-inspiring-conversations/id992128516

Agile FM: “The Radio for the Agile Community”

Agile.FM by Jochen (Joe) Krebs interviews interesting agilists and bring their stories for a few years already, recording at many conferences. They cover a wide range of topics, for example Scrum, Kanban, Lean, Extreme Programming, CSM, PSM, Product Owner, Communication, Leadership, Agile Transformations and Cultural Change.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/agile-fm/id1263932838

A day in the life of an Agility Enabler

A day in the life of an Agility Enabler podcast by Jesus Mendez helps with building the next Agility Enabler’s generation in Montréal, Canada. Highlighting talented Scrum Masters, Agile Coaches and Agile Leaders from the Lean/Agile Montreal’s community, it intends to reveal what a day in the life of an Agility Enabler looks like and to help the audience with discovering the human being behind the Agility Enabler, its personal story, challenges, successful stories, tips, tricks and many more.

Listen on Apple Podcast: https://www.listennotes.com/podcasts/a-day-in-the-life-of-an-agility-enabler-tEmuaAecxbf/#

Top 10 Agile conferences to attend in 2022

Every year I speak at many conferences and based on my experience I recommend some places to go for inspiration. It’s not my intention to cover them all, I’m sharing places where I like to return. Inspiring places with interaction, high energy, and great speakers.

  1. Business Agility Institute organizes several high-quality content conferences every year, bringing the best Executive, Thought-Leader, and Practitioner speakers to NYC to share their experiences and insights with you. No tracks, just the best stories, concisely told in 20-minutes. Join us in the NYC on Mar, 23-24, 2022.
  2. LeSS Conference is for practitioners. Since 2016, LeSS Conferences is where LeSS Practitioners share their LeSS experience and learn from new experiments. Join this year conference in Warsaw, Poland on Sep 22-23, 2022.
  3. AgilePrague Conference is planning to create two days of experience face to face this year on Sep 19-20, 2022.
  4. XPDays Benelux XP Days Benelux is a conference made for, and by, the Agile Community. It focuses on practical knowledge, real-world experience, and the active participation of everyone. There is no date yet, but the plan is to make the 2022 mini edition a physical gathering, in Belgium! Stay tuned.
  5. Global Scrum Gathering is back in Denver, Colorado this year. Reconnect with the community and join this outstanding event on Jun 5-8, 2022.
  6. AgileTestingDays is another great event happening for many years in Potsdam, Germany. Join Europe’s greaTEST Agile Testing Festival on Nov 21-24, 2022. There are always great speakers and a friendly atmosphere.
  7. ScanAgile is one of my favourite conferences. Planning started 🙂 But no details yet.
  8. Agile2022 conference brings Agile communities together year after year to share experiences and make new connections. Join passionate Agilists from around the world to learn about the latest practices, ideas, and strategies in Agile software development from the world’s leading experts, change agents, and innovators. This year it’s on July 18-22, 2022 in Nashville, Tennessee.
  9. XP 2022 is the premier Agile software development conference to combine both research and practice. It is a unique forum where Agile researchers, practitioners, thought leaders, coaches, and trainers get together to present and discuss their most recent innovations and research results. The theme for XP 2022 is Agile in the Era of Hybrid Work. The conference is planned entirely as a physical event in Copenhagen on Jun 13-17, 2022.
  10. Finally, if you want to experience something different, joinRegional Scrum Gathering Tokyo. It’s organized by an enthusiastic agile community in Japan. The purpose is to provide a “Ba” (place) where practitioners share ideas among Scrum practitioners having a great diversity. Regional Gatherings provides a unique experience and even if you don’t speak Japanese, there are some talks in English and other translated. Join the local community on January 5-7, 2022.

The selection is based on my personal preference and experiences from those events.

Other conferences to consider this year

There are many great events that didn’t make it to this list, so please share your suggestions with us and we add them to the following list.

Forecast, Don’t Estimate

There is almost no class where no one would ask me about estimations. So why estimations are not part of Scrum? Let’s start with a bit of context. The whole idea of agile estimation comes from Extreme Programming and the early days of agile where tools like Story points, Velocity, Planning Poker, Burndown, T-shirt sizing, used to be very popular. However if you look at current state of the art of Agile and Scrum teams, they are not using those techniques very often anymore.

Estimations were always core part of any project management, where we believed we know what needs to be done, so the whole problem is not about WHAT but HOW FAST. Therefore tracking the velocity, showing the burndown and estimating is very useful in such predictable environments where there is only little unknown. So when people shift to their first agile project, they very often still have the same mindset – we know what needs to be done so let’s create a backlog, estimate individual backlog items, and track how fast we are delivering it. That’s the world where estimates, Story Points, Bundowns and Velocity are very useful.  

In a contrary, the Agile world is focusing on dealing with complexity and fast changes. We start realizing our plans are failing and that we are often learning too late that something else should have been done instead. In such unpredictable world, all we can do is to change our way of working and be more reactive to the changes and more responsive to the feedback. We are realizing that it’s not about plans but planning as a continuous activity. Therefore refinement in Scrum is ongoing effort and we discover and detail backlog items just in time. In such world it’s not about going fast (often to the wrong direction) but going to the right direction (even if that is slower). The fundamental difference is that we realized we don’t know what needs to be done and so any estimation of that unknown is kind of useless. We know what needs to be achieved, but without getting frequent feedback from customers we don’t know how to achieve it. Of course you can still estimate the stories that are coming to the Sprint, but you need to have a good reason for doing that (see one of my previous blogs on estimating). Estimating the whole product is not really useful either as the Product Backlog will change based on the feedback anyway. The value to be achieved (vision and product goal) is clearly defined, just the journey of how to get there is to be defined based on what we discover though short iterations.

The problem we are trying to solve in Agile environment is about how can we maximize the value, while minimizing the effort spent (see more about the mindset shift). It’s more about prioritization, where we try to identify the minimal functionality that need to be done now, and the rest later or never, noting that 80% of the business value is in 20% of functionality. Our backlog items are not functionality driven (telling you what needs to be done) but value driven (telling you what needs to be achieved) where the solution is up to the team to be discovered during the Sprint. Therefore even individual story estimation makes little sense as the implementation (how) will be designed and updated during the Sprint. Scrum is not fixing the scope within a Sprint, as a Sprint Backlog is just a forecast on how we are most likely going to collaborate to maximize the value towards the Sprint Goal. While the Sprint Goal (value) doesn’t change during the Sprint, the Sprint Backlog can change any time, depending on the learnings, new ideas, and feedback we got from our customers and stakeholders. If Scrum team realize there is a better way to maximize the value towards the Sprint goal, they have to just inspect and adapt their forecast (Sprint backlog items) and continue collaborating on maximizing the value towards that Sprint Goal.

Traditionally teams were estimating what needs to be done and they were using those estimates on answering what can be done in a week, two or three. In Scrum, we set a Sprint Goal and then forecast what is to our current knowledge the best way how to achieve it. And what is based on our current experience feasible. We are ready to change it anytime if a new information emerge. To plan our Sprint we are using our understanding the of backlog items (stories) and our experience from the previous Sprint. We are looking at it from different perspective – how much can fit within a Sprint. And that’s not just about an effort but also skills & competences mix, risk, complexity, etc. It’s a similar type of problem as if you are packing to the weekend and measure the volume of all items you like to put in the bag. In reality it’s not just about the volume, but also about the shape and consistency. With Sprint Backlog it’s the same.

So can we tell our customers when are they going to get their product without estimating individual backlog items? Sure. We forecast how many Sprints it might take to achieve that value (Product Goal) and then prioritize so that we deliver the most important features first, which the rest later or never. 80% of the business value is in 20% of functionality so if your Product Owner can do the proiritizarition well, you can ‘never’ fail to achieve it (see more about the Product Owner role). Through that process we focus on different direction each Sprint (Sprint Goal) and inspect and adapt based on the feedback.

Finally there is the last question, can you estimate backlog items in Scrum? Sure. Same as you can drink coffee which is not part of any Scrum either. But I guess the downside is, that if you focus too much on estimates, it guides you from focusing on business value. And there is no correlation between the two. Bigger doesn’t mean better.

Agile Journey

Agile is a journey. In the beginning, people think it’s about different tools, new processes, new names. They keep comparing it to what they know and they are frustrated that the new way of working doesn’t fit the world they know. They still try to analyze, plan, estimate, and track delivery. The problem with that is that they are changing to agile not because there is a new improved method, but because their current way of working is not as successful as it used to be. There is a strong need for significant change. The traditional way of working was effective in solving predictable problems, not in dealing with complexity. In the current world, organizations need to be more flexible, innovative, and creative to address VUCA challenges. Agile brings new paradigms, a new mindset, a new way of working. It’s not comparable anyhow to the traditional ways of managing and delivering work.

Once they pass the initial phase, stop comparing and start looking for understanding, people often fall into a trap of taking all agile as a ‘religion’. Just follow the process, implement tools, do scrum according to the Scrum Guide! This phase is not much fun either. But they are on a journey, not fighting with any strong resistance anymore, and deepening their knowledge about various practices. People are interested, they want to understand it, do it well, however they are usually asking fundamentally wrong questions, looking for the best practices, believing they can copy & paste practices.

When they experiment, fail, and learn from failures enough, they start realizing the real agility, which is not in practices and tools, but in a different culture, mindset, and approach to things. They start realizing the organization and leadership need to change in order to finish the transformation and allow the agility to be successful. Agile becomes the way you not only organize the work but the way you live. It will bring different values and different perspectives.

 

Agile Transformation Metrics

It’s very common that people ask me how they shall measure the success of their Agile transformation. It’s a hard question because there is no meaningful metrics unless you know why you decided to start the agile transformation at the first place at all. Agile is not your goal, it’s just a way how to achieve some of your more strategic goals i.e. address complexity better, be more change responsive, shorten time to market, be more flexible, … And once you know why you are starting your agile journey, then those reasons are exactly the metrics you are going to measure at the organizational level. All are business-oriented and value-driven  (outcome), so there is no velocity, no story points as those are focusing on output.

Team Measures

If you want to have a fast culture check on how far you have moved towards the agile mindset, you may look into how many experiments the teams are running, what are their actions from the retrospectives, and how they help them to deliver more value, how likely your teams take failure as learning vs. blaming opportunity, how close are they to customers, and how they collaborate vs. work individually or in silos. As a follow-up, you can have a look to your positions (are they rather broad supporting cross-functional teams than detail task-oriented), recruiting (are we hiring for approach and personality over the hard skills), performance review (team-oriented based on peer feedback over the individual), goals and objectives (team-based focused on purpose and outcome over tactical and individual KPIs focused on output), … and I can continue.

Looking to technical practices, you can check how your software teams implemented Extreme Programming practices i.e. Continuous Integration (even one-minute old code is old code), TDD – Test Driven Development (and overall attest automation), if they use pair programming or mob-programming to collaborate, having strong Definition of Done, focusing on one story at a time, and are ready for Continuous Delivery.

All over Agile is about team collaboration, customer-centered value-driven way of working, and short feedback loops. The rest are just practices, processes, and tools which might support your journey or not. The most important is not what exactly you are measuring, but what you are going to change based on that metric. If the metrics is helping you to improve and change your way of working, it’s a good metric. Measuring something just so you have it, or so you can draw a chart is a waste of your time.