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Adaptive Leadership Journey

This is a powerful four-part journey that takes your executives and leaders on a journey from the traditional command and control leadership style to a new Adaptive Leadership style, better suited for leading High Performing Agile teams.

Included within this journey are four sessions, which take place over two days per quarter, and a bi-annual assessment that gives your leaders visibility into how they perceive themselves as leaders, how they are perceived by others as leaders, and the difference between the two. Each leader is encouraged to meet with an Agile Coach to review their assessment results and build a growth plan to help them reach the next level of maturity to truly become an Adaptive Leader.

We have designed this course to have extensive workshops and live demos to demonstrate the key skills needed.

 Servant Leadership 
Through this course, leaders will learn and practice execution of the most critical skills needed for leading by serving first. We will take them through practical real world situations and they will practice being a Servant Leader. This course is a self-discovery journey and incorporates the bi-annual assessment.

 Leading Agile Teams
This course focuses on how to successfully lead a self-organizing team.

 Tactical to Strategic Leadership
Leaders will learn how to step out of the previous world of managing daily tasks and how to strategically look forward for their teams and organization.

Adaptive Leadership
Leaders learn how to enable Business Agility and follow up on their bi-annual assessment to see how they have grown, based on the feedback, coaching and growth plans built from their initial assessments.

 Related Session: Effective Facilitation

Scaled Agile Training

SAFe is a proven, codified, and publicly-facing knowledge base that is used to successfully scale Lean-Agile development in the larger software enterprise. Agile Transformation is a SAFe Partner and the only provider of a SAFe measurement tool through AgilityHealth.

Leading SAFe – 2 Days

scaled-agile-sq-logoSA Certification

Audience:

  • Executives and Leaders, Managers, Directors, CIOs, and VPs
  • Development, QA and Infrastructure Management
  • Program and Project Managers
  • Product and Product Line Management
  • Portfolio Managers, PMO, and Process Leads
  • Enterprise, System and Solution Architects

This two-day course teaches the Lean-Agile principles and practices of the Scaled Agile Framework® (SAFe®). You’ll learn how to execute and release value through Agile Release Trains, how to build an Agile Portfolio, and how to lead a Lean-Agile transformation at enterprise scale. You will gain an understanding of the Lean-Agile mindset and how to apply the principles and practices of SAFe to support Agile teams, programs, program portfolio management, and to coordinate large Value Streams.

SAFe for Teams – 2 Days

SAFe for Teams Certification

Audience:

  • All stakeholders of an Agile Release Train at the beginning of its SAFe journey, including Software developers, Testers, Project managers, Product managers, etc.

This two-day course teaches teams who are part of an Agile Release Train (ART) how to work in an Agile environment using Scrum, Kanban, and XP. The teams will learn how to become Agile Teams, build their backlog, and plan and execute iterations. Agile teams learn about their ART and their role in it, planning, executing, and improving with other teams. This class prepares teams to run a Program Increment (PI), including all meetings at the Team and Program level with a specific focus on the upcoming PI planning.

Advanced Scrum Master (SASM) – 2 Days

Advanced Scrum Master Certification

Audience:

  • Existing Scrum Masters
  • Team leaders, project managers, and others who have assumed the role of an Agile team facilitator in a SAFe® or enterprise Agile context
  • Engineering and development managers who will be responsible for Agile execution and for coaching teams and teams of teams
  • Agile coaches
  • Agile program managers and prospective Release Train Engineers

This two-day course prepares current Scrum Masters for their leadership role in facilitating Agile team, program, and enterprise success in a SAFe® implementation. The course covers facilitation of cross-team interactions in support of the program execution and relentless improvement. It enhances the Scrum paradigm with an introduction to scalable engineering and DevOps practices; the application of Kanban to facilitate the flow of value; and supporting interactions with architects, product management, and other critical stakeholders in the larger program and enterprise contexts. The course offers actionable tools for building high-performing teams and explores practical ways of addressing Agile and Scrum anti-patterns in the enterprise.

SAFe Product Manager/Product Owner (PMPO) – 2 Days

SAFe PM/PO Certification

Audience:

  • Product Managers, Product Line Managers, Product Owners, Business Owners, and Business Analysts
  • Solution Managers, Portfolio Managers, Program Managers, PMO personnel, and Process Leads
  • Enterprise, Solution, and System Architects

In this two-day course, you will learn how the roles of Product Manager, Product Owner, Solution Manager, and Epic Owner drive the delivery of value in the SAFe enterprise. You’ll get an overview of the Scaled Agile Framework® (SAFe®), the Lean-Agile mindset, and an understanding of how the Product Manager and Product Owner roles operate in the enterprise to drive the delivery of value. Finally, you will get an in-depth understanding of the specific activities, tools, and mechanics used to effectively deliver value to the enterprise.

By the end of this course, you should be able to write Epics, Capabilities, Features, and User Stories within the context of SAFe, and have a solid foundation for managing backlogs and programs in a Lean-Agile enterprise.

SAFe Program /Portfolio Mgmt Workshop – 2 Days

Program Portfolio Management Workshop (No Certification)

Audience:

  • Senior executives and Solution managers
  • Line of Business Owners, CTO, Product/Program Directors
  • Lean-Agile Leaders, Agile PMO and Agile change agents and consultants.

In this two-day course, attendees will gain the knowledge necessary to organize around value for optimal business results, implement lean-agile program portfolio management, governance and budgeting.  You will also learn how to use and implement the Portfolio Kanban system to accelerate value flow to the programs.

Enterprise Business Agility Strategy

Leaders are facing increased pressure from their business to accelerate the pace in meeting a competitive landscape of customer demands. They have a large backlog of enterprise initiatives (high demand) with little understanding of their capacity to deliver against it.

Many enterprises have adopted and scaled Agile methods within their Technology areas, however,  the ones seeing success in becoming more customer focused and aligning demand with capacity have taken the Agile and Lean mindset to the Enterprise.

Through this 1.5 – 2 day session, we’ll explore the critical pillars of an Enterprise Business Agility transformation and build your own vision, measures for success and an actionable roadmap for getting there. 

This workshop is accredited for the ICAgile Certified Professional in Business Agility Foundations (ICP-BAF) credential and is intended to jumpstart the organizational transformation towards a more responsive, value-driven reality.

icp-baf

Key Learning Outcomes:

  • Understand the current state drivers for business agility, the vision for change and the measures of success.
  • Learn the Manifesto of Business Agility along with the key pillars for success.
  • Complete a baseline Business Agility Health radar assessment (Culture, Process, Org Structure & Design, Technical). 
  • Develop your own compelling transformation vision, objectives, measures for success.
  • Customer Seat at the Table | Gain key skills and knowledge for engaging with your customers and solving real problems. Learn modern Lean Startup and Lean Product Dev methods.
  • Lean Portfolio Mgmt. | Experiment with designing visual Kanban boards to visualize your demand and capacity. Learn to leverage quarterly planning.
  • Stable Teams | Learn current trends for designing your organizational structure around stable teams while leveraging the power of Communities of Practice and Enabling Teams.
  • Agile Framework & Mindset | Understand the critical Agile/Lean practices that can be adopted by all teams (even outside of Technology).
  • Leadership & Culture Transformation | Explore the Adaptive Leadership journey which is a critical success factor for helping your managers and leaders lead high performing self-organizing teams.
  • Make it Stick | Design a plan to make your transformation stick when external partners are not on-site by enabling internal change agents, engaging HR and continuously measuring your progress.
  • Design your transformation team and track leaders and develop a solid quarterly roadmap for each track.
  • Learn the top transformation risks and lessons learned from other companies.

This will be a fun and highly engaging/hands-on workshop. Please invite the right executives, stakeholders and change agents (cross-functionally) needed to make this transformation a success.

Related Videos to Watch

Scaling Agile Adoption to Multiple Teams

Scaling Agile Adoption to Multiple Teams

Re-Thinking Portfolio and Capacity Planning

Re-Thinking Portfolio and Capacity Planning

Success Factors When Transforming to Agile

Success Factors When Transforming to Agile

 

 

Agile Release Planning Workshop

Many teams that adopt Agile will tend initially to focus on adopting the Scrum practices of Sprint Planning, Daily Scrum, Sprint Review and Retrospective. The only problem is these practices assume you have a rough Release Plan to guide the Team.  The goal of this course is to take a team (Developers, Product Owners, ScrumMasters, Analysts, Testers, Developers, Subject Matter Experts, Architects), through a journey of Release Planning using their real world project or product initiative. We will discuss in detail the steps of Release planning and will do release planning as a team with 11 workshops.   Teams will walk away with a Release Plan that they can execute on the next day.

What You’ll Learn

  • How to create an usable Release plan
  • A collaborative planning activity involving the team that results in a rough plan to guide the release of the product or project.
  • How to create a Vision and build a product backlog
  • How to create features and prioritize
  • How to identify dependencies at the feature and story level
  • How to size their product backlog
  • How to design a stable team
  • How to estimate velocity
  • How to create a roadmap and a release plan
  • How to plan Sprint 0

 

Who Should Attend

  • Product Owners
  • ScrumMasters / Agile Project Managers
  • Developers
  • Product Management
  • Testers
  • Developers
  • Subject Matter Experts
  • Analyst

Why This Course?

  • This course is 85% highly interactive, hands on workshops
  • You will receive our valuable “Agile Lifecycle Cheat Sheet” handout
  • Facilitated by our dynamic, seasoned enterprise coach
  • Great for team building

11 Group Workshops Included!

  1. Visioning & Building the Backlog
  2. Sequence Features in Priority Order
  3. Brainstorm Stories
  4. Identify Dependencies
  5. Sequence Stories
  6. Size Backlog
  7. Team Structure & Roles
  8. Estimate Velocity
  9. Roadmap
  10. Releases
  11. Sprint 0 Planning

 

Real World Agile and Scrum for Teams

This is not your typical Agile and Scrum 101 course. This course is designed to spend 25% of the time on “What” and “Why” behind Agile and Scrum and 75% on “How” you can actually start using it with your team tomorrow. This is TEAM training so ALL roles (including the Business Product Owners) should attend. If you’re interested in learning real world techniques used by dozens of teams then this course is for you! We walk you through an end-to-end lifecycle Agile project journey from Release Planning all the way to Production Release using a sample project or YOUR own.

 

There is a cost to learning Agile and Scrum by trial and error or simply reading a book, and many other courses focus almost entirely on What and Why with little coverage of actual HOW-TO techniques. Our instructor shares how small, medium and Fortune 500 companies have applied Agile in real world projects along with many Tips, Tricks and Best Practices! This course is a pre-requisite for our other Agile courses. Click Here for a background on Agile.

 

DETAILED OUTLINE & COURSE EVALUATIONS

What You’ll Learn

  • Why Agile? A background into its evolution.
  • The Agile values and principles
  • What is Scrum? What are the Roles? What is the Process?
  • Compare and Contrast Agile and Scrum roles to traditional roles and responsibilities.
  • The Agile Lifecycle – Big Picture
  • Planning your Release and building the backlog
  • Identifying and writing good stories
  • Methods for prioritizing and sizing stories
  • Sprint 0 – The critical one!
  • Sprint Planning and task estimating
  • Daily Scrum Meeting
  • Sprint Review and retrospective
  • The pre-release sprint
  • Why Agile and Scrum are Adopted
  • How Agile can fail!

 

Why This Course?

  • This course is designed with 60% interactive group workshops!
  • You will practice all the core Scrum practices end-to-end.
  • You will learn real world creative techniques for estimating, story identification and prioritization that our real world practitioners use on their projects!
  • We use your company project scenario for maximum learning retention!
  • You walk away with valuable course material, handouts, resources and cheat sheets that will support you on your projects.

13 Group Workshops Included!

  • Workshop 1 – Learning Objectives
  • Workshop 2 – Agile vs. Traditional Roles
  • Workshop 3 – Agile and YOUR Organization
  • Workshop 4 – Building the Story Backlog with User Stories
  • Workshop 5 – Prioritize the Stories
  • Workshop 6 – Sizing Complexity
  • Workshop 7 – Estimating Initial Velocity
  • Workshop 8 – Building a Release Plan
  • Workshop 9 – Sprint 0
  • Workshop 10 – The 59 Minute Scrum
  • Workshop 11 – The Daily Scrum Dysfunctions
  • Workshop 12 – Your Course Action Items
  • Workshop 13 – Final Retrospective

Logo Carousel

Transformation Strategy & Stable Teams Design

This is a unique session designed to help an Executive/Leadership team develop your organization’s transformation strategy and roadmap through this intensive one – two day working session.

Key Learning Outcomes & Deliverables:

  • Understand the critical elements for successful transformations
  • Review the Business Agility Health radar (see image) as an overall roadmap for the transformation (Culture, Process, Org Structure & Design, Technical) 
  • Begin to design your organization’s Stable Teams Conceptual Model (Teams, Programs, Product Lines and Portfolios)
  • Identify resources and skill gaps
  • Plan for making the transformation ‘Measurable‘ and ‘Sustainable‘ | short look at AgilityHealth as the measurement and growth tool
  • Develop your own transformation vision, objectives, measures and a concrete actionable quarterly roadmap

This will be a fun and highly engaging/hands-on workshop. Please invite the right executives, stakeholders and change agents (cross-functionally) needed to make this transformation a success. 

BUSINESS_AGILITY_Health_Radar
Business Agility Health Radar

REQUEST A QUOTE

Prerequisite Videos to Watch:

Agenda

    • Workshop – Current organizational challenges and drivers for change. Prioritize top drivers.
    • Business Agility Transformation big picture. Understand the core elements needed and common path. (Business Agility Health Radar)
    • Capacity Management | Overview of Enterprise Stable Teams. What teams, programs, product lines and portfolio teams could look like and common practices for success or Agile organization design.
    • Gain a unified understanding of the Agile  Lifecycle Processes, Roles, Measurement, Culture, Challenges and Expected Results
    • Workshop – Design your Stable Team’s Conceptual Model.
    • Workshop – Identify role and skill gaps for forming ‘Whole’ teams.
    • Learn about common Agile Scaling models and rollout strategy for standing up, stabilizing and optimizing Agile high performing teams.
    • Workshop – Design YOUR desired rollout strategy OR stabilization/optimization plan for current Agile Teams.
    • Workshop – Develop YOUR transformation Vision, Objectives and Measures for Success.
    • Workshop – Build your quarterly transformation roadmap with key deliverables. Identify and design the Transformation Team.
    • Consensus and Action Plan.

Duration: 1.5 Days (ask for custom delivery options)

Agile/Servant Leadership

Working to empower and serve the people you lead is the main concept behind Servant Leadership. Challenging them to go farther, reach higher, innovate and have fun doing it requires leadership skills that are beyond the traditional “Command and Control” style of management. Through this course, you will learn and practice execution of the most critical skills needed for leading by serving first. We will take you through practical REAL WORLD SITUATIONS and have you practice being a Servant Leader. You will come out of this course feeling energized and have a large number of tools and skills you can start to apply immediately to empower your teams. Bring your entire leadership team to this training! We promise it will be transformational!

 

VIEW OUR SCHEDULE OF OPEN ENROLLMENT COURSES 
DETAILED OUTLINE & COURSE EVALUATIONS

What You’ll Learn

  • Comparing Agile Servant Leadership to Command and Control Cultures
  • Why Lead This Way?
  • The Top Skills of Servant Leaders
  • Understanding the Roots of Command and Control
  • Practical Tips for Shifting to Servant Leadership
  • Self Reflection, Assessment and Gift Giving
  • Building High Performing Teams
  • Team Maturity Stages and YOUR Role as a Leader
  • Top 10 Tips for Forming a Team
  • Defining Team Norms and Expectations
  • Understanding the 3 Decision Making Tools
  • Creating a Shared Vision and Getting Engagement
  • Getting Out of the Weeds (Teach Others How to Fish)
  • How to Coach Others and Gain Trust
  • Addressing Dysfunctional Behavior as a Servant Leader
  • Leading Through Change
  • Assessing TeamHealth
  • Measurement and Rewards that Lead to Teamwork

Why This Workshop?

  • Our course is 60% highly interactive group workshops!
  • You will learn using our very effective Explain-Live-Demo-Practice method of teaching!
  • You will receive our most valuable “The Servant Leader Cheat Sheet” handout!
  • You will leave the course with Action Items you commit to doing to apply your new skills at your organization.
  • Taught by our dynamic, high energy practicing facilitator!
  • Video clips are included to enhance learning.
  • Check out our course evaluations & testimonies!

13 Group Workshops Included!

  • Workshop 1 – Command and Control vs. Servant Leadership
  • Workshop 2 – Untagle This – Game
  • Workshop 3 – Mirror Mirror on the Wall – Self Reflection
  • Workshop 4 – Servant Leadership Self Assessment and Gift Giving
  • Workshop 5 – Healthy vs. Dysfunctional Teams
  • Workshop 6 – Ball Point Game – Practicing Forming to Performing
  • Workshop 7 – Defining a Team’s Vision, Customers and  Deliverables
  • Workshop 8 – Building Team Norms, What We’re Known For
  • Workshop 9 – Addressing Dysfunctional Behavior One on One – Demo
  • Workshop 10 – Practicing Team Conflict Resolution Tools
  • Workshop 11 – Personal Growth and Action Plan
  • Workshop 12 – Team Growth and Action Plan
  • Workshop 13 – Final Retrospective

Effective Facilitation and Collaboration Skills

Did you know that many judge your effectiveness and leadership skills by how well you run your meetings? The key to a successful group session is having an effective facilitator who can organize the meeting, control it and skillfully guide the team towards achieving their goal for the session. You may think ‘I already know how to facilitate and participate in group sessions’ but you will be surprised at the statistics and costs of how many meetings we all attend yet how little of them are actually effective in terms of delivering any real value! The goal of this course is to teach you the most effective facilitation, participation and group collaboration skills that will ensure your group sessions are focused and produce value. This course covers several advanced facilitation, emotional intelligence and cultural transformation topics that are guaranteed to have an immediate positive effect in the way you work. We have designed this course to have extensive workshops and live demos to demonstrate the key skills needed.

 

VIEW SCHEDULE | DETAILED OUTLINE & COURSE EVALUATIONS

What You’ll Learn

  • Understand the fundamentals of collaboration and facilitation.
  • Understand the main roles required for effective facilitation of group sessions.
  • Learn the ‘House of Skills’ necessary for being an effective facilitator.
  • Understand the concept of Facilitator / Servant Leadership.
  • Learn how to effectively initiate and prepare for a group session.
  • Learn the most effective “Listening” and “Questioning” techniques used to control the meeting process and attendees.
  • Learn the 5 Patterns of Group Collaboration.
  • Learn the most effective “Thinklets” used for gathering and processing information in a small or large group setting.
  • Learn how to handle the most common group dysfunctions.
  • Learn how to manage and resolve conflict and build consensus.

Additional Topics:

  • Facilitating Group Sessions for distributed teams.
  • Facilitating phone conference calls.

Why This Workshop?

  • Our course is 60% highly interactive group workshops!
  • You will learn using our very effective Explain-Live-Demo-Practice method of teaching!
  • You will receive our most valuable “Effective Facilitator Cheat Sheet” handout!
  • You will receive our colored “Thinklet” cards that will guide you step-by-step on when, why and how to use the information gathering techniques you will learn!
  • You will receive the best selling book “The Effective Facilitator’s Guide for Participatory-Decision Making.”
  • Taught by our dynamic, high energy practicing facilitator!
  • Check out the course evaluations & testimonies!

15 Group Workshops Included!

  • Workshop 1 – Personal Objectives
  • Workshop 2 – Collaboration Challenges
  • Workshop 3 – Benchmarking Your Facilitation Skills
  • Workshop 4 – Self Assessment & Action Plan
  • Workshop 5 – Preparing for a Group Session
  • Workshop 6 – Exploring Process Facilitation Techniques
  • Workshop 7 – Facilitating the Process
  • Workshop 8 – Managing Dysfunctional Behavior
  • Workshop 9 – Assessing Your Listening Skills
  • Workshop 10 – Managing Conflict & Developing Inclusive Solutions
  • Workshop 11 – Facilitate a “Generate” Brainstorming Session
  • Workshop 12 – Facilitate a “Converge & Organize” Session
  • Workshop 13 – Facilitate a “Evaluate & Build Consensus” Session
  • Workshop 14 – Closing the Session
  • Workshop 15 – Putting it ALL together

Becoming a High Performing Collaborative Team (Visioning | Cross-Team)

This is one of the most unique, effective and results-driven courses you can take your team through! This is not just a training course, it is a unique working session that will help your team understand some critical elements about who they are, what they do, and how they can improve internally and externally with other teams.

Through our various transformation coaching work we’ve found that many teams struggle with issues such as: Breaking down the silos between teams, internal conflicts and unhealthy team norms, lack of empowerment, no clear understanding of the team’s role and purpose, inefficient processes for getting their work done, lack of collaboration/trust with other teams and many others. Our goal from this course is to address some of these real world issues and develop a roadmap for improvement.

We provide an overview of why Servant Leadership and foundation traits of Trust, Unconditional Positive Regard, Not Telling Ourselves Stories, Being Authentic, Genuinely Listening, Seeking Common Ground and many others contribute to high performance. We walk through many self-reflection exercises (team and individual) to help the team reflect and improve things like What We’re Known For, Our Team Norms, What Value We Produce, Completion Criteria and Our Definition of ‘Done’.

Key outputs from this course are:

  • Current and future desired internal team norms.
  • Current and future ‘What We’re Known For’.
  • Written description of ‘What Our Factory Produces’.
  • Lists of short and long term (for Leadership) process improvement recommendations to help transform the team’s internal processes.

But our most important output is to see an improvement in team dynamics, feel an energized sense of purpose and have the team contribute towards improving their own processes. This course is usually tailored to meet your specific needs.

We promise to make this a very unique and worthwhile experience for your team!

What You’ll Gain

  • Compare and contrast Servant Leadership to Command and Control
  • Understand the traits of a servant leader
  • Learn the value of cross-functional collaborative teams
  • Understand ‘The Factory’ model – Identify our customer, our outputs, inputs and conditions of satisfaction
  • Identify the team’s top challenges internally and externally
  • Self-reflect current and future team norms
  • Learn how to resolve group and individual conflict
  • Learn how to handle the most common group dysfunctions and build consensus
  • Brainstorm actual short term and leadership recommendations

Why This Workshop?

  • Our workshop is 60% highly interactive group workshops!
  • You will learn collaboration using our very effective Self/Team Reflection exercises.
  • You will receive our most valuable “Conflict Resolution Cheat Sheet” handout!
  • You will receive our most valuable “Factory Cheat Sheet” handout!
  • Facilitated by our dynamic, high energy collaboration coach!
  • Check out our course evaluations & testimonies!

11 Group Workshops Included!

  • Workshop 1 – Personal Objectives
  • Workshop 2 – Servant Leadership vs. Command and Control
  • Workshop 3 – Your Top Team Challenges
  • Workshop 4 – What We’re Known For (Current/Future)
  • Workshop 5 – Our Team Norms (Current/Future)
  • Workshop 6 – Resolving Conflict
  • Workshop 7 – Self-Assessment & Action Plan
  • Workshop 8 – Our Current Value Stream
  • Workshop 9 – Brainstorm Solutions
  • Workshop 10 – Prioritize and Summarize Recommendations
  • Workshop 11 – Fist of 5

Transforming from Tactical to Strategic Leadership

This is a unique workshop designed for leaders who want to learn how to transform to a strategic mindset and learn the most critical skills for taking a strategy to execution. Many leaders struggle with managing tactical daily work, firefighting and solving problems and find they have no time to take a look at the bigger picture or strategically plan for process improvements or cultural changes needed by the team and organization.

Through this workshop, you will be challenged to think of a few key strategic change initiatives you would like to implement for your teams, and then walk through a series of group and individual activities to define a Vision, Strategy and Execution plan. Come prepared to do some self-reflection and share real world challenges and successes you’ve had relating to translating strategy to execution.

What You’ll Learn

• Comparing Tactical to Strategic Thinking

• Why Shift?

• Vision – Strategy – Execution

• Emergentics and Strategic Thinking

• Top 10 Strategic Leadership Skills

• Big Picture Dot Connector

• Visionary

• Vision Tool: Lean Canvas

• Strategy Planner

• Strategy Tool: Force Field Analysis

• Strategy Tool: Road mapping

• Value Focus

• Value Tool: Value Analysis

• Effective Initiative Owner

• Using Agile as an Execution Strategy

• Effective Facilitator

• Top 10 Facilitation Skills

• Influential Change Leader

• Change Management Models

• Inspiring Others

• Designing Rewards and Recognitions

• Transforming the ‘Culture’

• Coaching and Mentoring

• 6 Step Coaching Process

• Servant Leadership

• Understanding the Roots of Command and Control

• Shifting to Servant Leadership

Why This Course?

• This course is 70% highly interactive workshops!

• You will learn the top 10 Real World skills needed for being a strategic leader.

• You will use YOUR own strategic challenges throughout the course.

• At the end of this course you will have developed a full strategy for your specific opportunity.

• You will learn using our very effective Explain-Live Demo-Practice method of teaching!

• You will receive valuable cheat sheets and handouts for reinforcements post training.

• Taught by our dynamic, high energy practicing
facilitator!

Agile for Product Owners

This course addresses the business questions related to Agile such as: What is the business value of using Agile for me and why should I collaborate with IT this way? Who is the Product Owner and what does my new role entail? What are the expectations of me? What are User Stories and how do I write them? How can I be an effective Product Owner? What is the role of my Users and business SMEs? What are Acceptance Tests and how do I identify them? When do I and my users do acceptance testing? What techniques and real world best practices can I use to motivate and encourage the team? I haven’t played a ‘Leader’ role before, how do I prepare?

CLICK HERE FOR A FULL COURSE OUTLINE

What You’ll Learn

  • A History on Waterfall Development
  • So Why Agile? The Value Proposition
  • Agile values and principles
  • What is Scrum? What are the Roles? What is the Process?
  • Deep Dive into the Product Owner Role
  • Expectations from You
  • Time Management for the busy Product Owner!
  • Your Expectations of the Team
  • Business Users and SMEs
  • Defining a Vision and Conditions of Satisfaction
  • Building The Story Backlog
  • Best Practices for Identifying and Writing Stories
  • Writing Acceptance Tests
  • How to do User Acceptance Testing
  • Being a ‘Leader’ and Setting Goals
  • Motivating High Performing Teams

Why This Course?

  • This course is designed with 60% workshops!
  • You will learn real world best practices and case studies for how others played this role successfully on their projects!
  • Prepares your business users and SMEs for their role and expectations.
  • Learn from a real world practicing Agile Coach who will share stories and lessons learned!
  • You will take away with our valuable ‘Product Owner Cheat Sheet’.
  • You walk away with valuable course material, handouts, resources and cheat sheets that will support you on your projects.

10 Group Workshops Included!

  • Workshop 1 – Learning Objectives
  • Workshop 2 – Waterfall Characteristics
  • Workshop 3 – Product Owner Expectations
  • Workshop 4 – Team Expectations
  • Workshop 5 – Traditional vs Agile Roles
  • Workshop 6 – Setting a Vision and Conditions of Satisfaction
  • Workshop 7 – Writing Stories and Acceptance Test cases
  • Workshop 8 – Characteristics of a ‘Leader’
  • Workshop 9 – Practice Giving Positive and Constructive Feedback
  • Workshop 10 – Retrospective

Agile Overview for Executives and Leaders

This is our executive/management overview course that introduces the main concepts behind Agile, Lean, and Scrum to a leadership team and provides a strategic view of how to successfully transform an organization to high performance.

We will discuss the common drivers for change including:

  • Managing large backlogs of work with constantly changing business priorities
  • Lack of engagement and collaboration between various departments including business customers
  • Ineffective planning and estimating for larger initiatives
  • Slow time to market, long wait cycles to get work completed
  • Errors, rework and miscommunication on expectations
  • And more…

This course will look at the organizational impact Agile may have on various aspects such as roles, moving to Servant Leadership, creating cross-functional teams and providing visibility tracking and measurement at the team, program and portfolio levels. We will also discuss YOUR role in leading this type of change and cover some of the common challenges and best practices real companies have addressed through their Agile adoption. Finally, we end with a discussion on YOUR own roadmap to Agile adoption. This will be a fun and highly engaging workshop!

 

Prerequisite Videos to Watch:

 

What You’ll Learn

  • An overview of Agile, Lean and Scrum
  • Why is Agile being adopted?
  • A tour of the Agile Roles, Processes and Lifecycle
  • The Servant Leader and Empowerment Transformation
  • Impact to Current Organizational Roles
  • Resource Management in an Agile World
  • Business and IT Collaboration as one Team
  • Creating Cross-Functional Service/Feature Teams
  • Agile/Lean Portfolio Management
  • Agile Performance Reviews
  • How Agile can fail
  • Case Studies and Best Practices for Success
  • Developing Your Transformation Roadmap

Why This Course?

  • This course is designed to address specific executive topics relating to Agile adoption and uses many real world case studies to enhance learning.
  • One of the main reasons for Agile adoption failure is no executive buy-in or understanding of Agile. This course helps mitigate this risk and ensures your company will have a thought-out transition plan.
  • This course is highly interactive with 60% thought-provoking workshops and team discussion exercises.
  • You will leave the course with valuable Action Ideas and input from your team as a result of our brainstorming exercises.
  • You walk away with valuable course material, handouts and cheat sheets that will support you through your transition.

Agile for Managers

This course will give managers an overview of the Agile lifecycle, roles and processes. You will learn the key Agile terms and understand how Agile teams estimate, plan and track their work. We will also take a deeper dive into the new role of managers and address key topics such as transitioning away from daily task management, resource allocation for Agile teams, the concept of Stable teams, Servant Leadership and coaching skills, impediment removal and Agile metrics and reporting. The course will address the most common challenges managers face when transitioning to leading Agile teams.

What You’ll Learn

  • Understand the Agile lifecycle, roles and processes
  • Learn the key Leadership Triangle roles and expectations
  • Learn the Role of an Agile Manager and expectationsBrainstorm and discuss common challenges with this role transition
  • Learn top ways and models other companies have used to address challenges
  • Understand why Servant Leadership and Facilitation skills are critical to success
  • Learn key skills needed for People Development and Coaching
  • Learn key skills needed for Process Improvement
  • Develop a clear change management plan for this role transition

Why This Course?

  • Unique course designed to address real world challenges with leading Agile teams. Provides practical solutions and action items.
  • This course is designed with 60% interactive group workshops!
  • Engage in several workshops that simulate real world manager and team issues!
  •  For private courses, we can discuss YOUR company’s specific challenges and develop practical action items for improvements.
  • You walk away with valuable course material, handouts, resources and cheat sheets including our Role of an Agile Manager guide.

16 Group Workshops Included!

  • Workshop 1 – Workshop 1: Calendar Analysis (What do you do today?)
  • Workshop 2 : Agile Roles Clarity
  • Workshop 3: Predict the Challenges and Role Confusion
  • Workshop 4: ‘Untangle This’ Self Organizing Game
  • Workshop 5: Assessing Your Team’s Health
  • Workshop 6: Servant Leadership Self Assessment and Growth Plan
  • Workshop 7: Developing Manager and Leadership Triangle Norms
  • Workshop 8 : Vision for My New Role
  • Workshop 9 :Demo – Coaching
  • Workshop 10: Skill Practice – Correcting Unwanted Behavior
  • Workshop 11: Skill Practice – Conflict Resolution (one on one or group)
  • Workshop 12: Handling Impediments and Fires
  • Workshop 13: Demo – Facilitation using Information Gathering Activities
  • Workshop 14: Skill Practice – Building the Process Improvement Backlog
  • Workshop 15: What Are these Reports Telling You?
  • Workshop 16: My Role Transition Change Management Plan

Agile Visioning & Story Writing

This is not your traditional requirements gathering course! This course focuses on how to effectively and efficiently help users build their vision  using creative visual modeling and powerful engaging techniques.

You will learn how to differentiate the levels of requirements, design a simple 4 step process for gathering the right level at the right time. You will learn by practicing how to use fun facilitation activities to gather the “breadth” of user requirements up front and catch the usually ‘missing’ ones. You will learn how to break down big requirements into small manageable ones and how to dive into the details later. You’ll learn a creative business value points method for prioritizing requirements and how to take dependency into consideration.. You will learn about business rules, acceptance tests, process modeling and UI prototyping. (Agile or Non-Agile versions of the course available).

 

 

DETAILED OUTLINE & COURSE EVALUATIONS

What You’ll Learn

  • How to address requirements challenges
  • Stakeholder analysis and establishing their ownership
  • Understanding the 4 levels of requirements
  • 4 step process for gathering requirements
  • Defining the Product Vision
  • Defining the customer’s “Conditions of Satisfaction”
  • Facilitation and Elicitation techniques for Requirements Gathering
  • High Level Use Case Diagrams
  • Brainstorming and consolidating features
  • The art of breaking down epics into small chunks
  • The Non-Functional/Technical Requirements
  • Using Business Value Points and Dependency for prioritization
  • Identifying and mitigating Risk
  • Yes, Now Let’s Talk Details!
  • When is a Requirement “Done”?
  • User Acceptance Tests (UPFRONT!)
  • Effective Process Modeling
  • UI Prototyping
  • How to manage the inevitable CHANGE!

Why This Course?

  • This course is 70% highly interactive workshops!
  • You will learn creative and effective requirements gathering techniques that will make look like a PRO!
  • Day 2 can use YOUR own project for private courses. Just let us know ahead of the class.
  • You will learn using our very effective Explain-Live Demo-Practice method of teaching!
  • You will receive our most valuable “Requirements Gathering Cheat Sheet” handout!
  • You will receive our colored step by step “Thinklet” cards!
  • Taught by our dynamic, high energy practicing facilitator!

12 Group Workshops Included!

  • Workshop 1 – Personal Objectives
  • Workshop 2 – Requirements Gathering Challenges
  • Workshop 3 – Defining the Vision, Objectives and Measures for Success
  • Workshop 4 – Designing Your Approach Using the Design Template
  • Workshop 5 – Identifying Personas, Drawing Use Case Diagrams
  • Workshop 6 – Drawing High Level Process Diagrams
  • Workshop 7 – “Brainstorming” Features
  • Workshop 8 – Breaking Downs/Slicing The Epics
  • Workshop 9 – Business, Risk, Dependency Prioritization
  • Workshop 10 – UI Prototyping
  • Workshop 11 – Defining Acceptance Tests
  • Workshop 12 – We Should Try

Agile/Lean Portfolio Big Room Planning

Are you frustrated with not having one enterprise view of your organization’s Backlog? Do you have this list but don’t feel very comfortable with the methods you’re using for Portfolio Prioritization? Do you feel like your organization is multi-tasking too many projects at the same time without visibility or understanding into your enterprise capacity?

 

This is an advanced and unique workshop that will take your team through a practical, real world and intensive hands-on journey of applying Agile, Lean and Kanban to YOUR Portfolio Planning and Management! Be prepared to learn some new and innovative methods for planning, prioritizing, sizing and managing your portfolio of initiatives. We will also share a different approach of looking at enterprise capacity planning by planning around teams, measuring velocity and establishing a pull method from your portfolio backlog. Come with an open mind!
* This is a working session that utilizes your own deliverables/teams and thereby requires lots of prep to ensure success. 

CapacityDemand-Management

Additional Resources for Review:

 

What You’ll Learn

    • Top Challenges with Portfolio Management
    • The Multitasking Problem
    • Getting Initiatives Started .. Not DONE
    • Why We Need a Different Approach
    • Intro to Lean Thinking
    • Limiting Work In Progress (WIP)
    • Lean/Agile Portfolio Big Picture
    • The Pull vs. Push Concept
    • Understanding Capacity
    • Why Stable Whole Teams?
    • Supporting Communities of Practice
    • New Metrics to Measure
    • The New Role of an Agile PMO
    • Agile/Lean Portfolio Planning Steps
    • The 6 Levels of Planning
    • Building Your Backlog of Current and Future Initiatives
    • Strategic Alignment
    • Developing Your Business Value Buckets
    • Developing Your Qualification Filter
    • Assigning Business Value Points
    • Dependency, Risk, Sizing
    • Making the Tough Decisions
    • Ranking the Backlog
    • Designing Stable ‘Whole’ Teams
    • Which Team Should Pull What?
    • Measuring Velocity
    • Capacity Planning
    • Creating an Enterprise Portfolio Grooming Team
    • Roles and Responsibilities
    • Continuous Backlog Grooming
    • Setting Up Your Portfolio Tracking Kanban Walls
    • Where To Go Next

 

Why This Course?

    • Real World and highly engaging workshop that uses YOUR own Portfolio of Initiatives! 70% Hands on!
    • Taught by highly dynamic expert with real world experience and ability to influence change!
    • Consider this a working session, you will actually use what you create during our intensive workshops!
    • Valuable courseware and handouts to refer to.
    • Get our one of a kind Agile Portfolio Jump Start Toolkit which includes: Business Value Buckets cheat sheet, Portfolio Planning Cheat Sheet, Agile/Lean Portfolio Big Picture, The Levels of Requirements Cheat Sheet, Sizing Large Epics Cheat Sheet, Sample Agenda for Your Portfolio Planning Meeting, The Role of the Agile PMO Picture!

tTrisha Hall

Trisha Hall

Customer Advisor and Relationship Manager
Trisha has over 20 years of experience across several industries, including health care, manufacturing and distribution, and finance. She loves helping people figure out what they need to be successful and then working with them to achieve their goals. She’s our Customer Advisor who listens closely to our clients needs and objectives then helps them identify targeted solutions to meet their goals. Trisha’s definition of ‘Done’ is when we’ve delivered ‘WOW’ and exceeded our clients expectations with the value received from our engagement! She’s a trusted partner through the transformation journey until success is achieved.