Tag Archives: Executives

Leadership Agility

There is a new modern way of working that challenges traditional management methods of the past. This new way is focused on key principles:

  • Integrating the customer’s voice and feedback into everything we do.
  • Delivering value iteratively and being open to experimenting with new ideas.
  • Applying an Agile and Lean mindset to how we work.
  • Building cross-functional empowered teams that can deliver end to end value.
  • Adapting as a leader to an ever changing world and leading your teams through this ambiguity.

This one day course takes senior leaders, directors and people managers through a journey of exploration, self reflection and learning about this new way of working. The course ends with an action plan for how each participant can apply their learning within their area.  This workshop is ideal for an off-site leadership team-building session.

What You’ll Learn

  • Understand key drivers for change
  • The future of work – enabling business agility
  • Agile and Lean Principles
  • Customer Seat at the Table
  • Focus on Business Outcomes
  • Team Structure and Agility
  • Shifting from Command and Control
  • Enabling Continuous Growth
  • Leading Through Ambiguity
  • Challenges with the Future of Work
  • Action Planning and Making an Impact

Why This Course?

  • Unique course designed to address real world challenges with leading adaptive organizations.
  • Provides practical solutions, reflection exercises 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 .

Group Exercises Included!

  • Exercise 1 – Your Best and Worst Work Week
  • Exercise 2 : Ball Point Game – Iterative Delivery and Empowered Teams
  • Exercise 3: Untangle This Game
  • Exercise 4: Leadership Behaviors and Impact Reflection
  • Workshop 5: Challenges with the New Way of Working
  • Workshop 6: Personal Action Plan

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 360 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 receives a 1:1 coaching session 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.

Here are the workshops and assessments included in this journey. You may customize the learning roadmap based on the level of leaders (executive level, management, team leaders).

 Measuring Leadership Maturity

We offer two assessments. Servant Leadership Health digs deeper into the character and behaviors of a leader.  Agile Leadership Health covers a wider range of competencies for leading teams and impacting the organization as a leader. Both can be customized.

 Agile / Servant Leadership | 2  Days
Through this course, leaders will learn and practice practical methods from transitioning from a directive style of leading into one that enables autonomous empowered teams. We’ll dig deeper into the role of Managers and how it shifts into a more strategic role that enables the growth of teams/individuals and learn practical skills for making this transition. Watch this Presentation
Learning Outcomes:

Day 1: Grow and Enable High Performing Teams 

  • Clarity on what healthy vs. unhealthy teams look like and what causes both.
  • Deeper dive into the role of Agile Managers, what is expected of you now and how this role is impacted by Agile.
  • Assessing the health of your teams, measuring the right metrics and developing growth plans. Leverage systems thinking.
  • Identify and remove organizational obstacles and performance constraints.
  • Effective team design, allocation and stability.
  • Agile Roles – Assessing skill gaps and building growth plans. Building and supporting Communities of Practice.
  • Change management and growing leaders.
  • Working with Scrum Masters, POs and Stakeholders. How to work with non-agile roles.

Day 2: Grow YOUR Agile Leadership Skills 

  • Clarity on what healthy vs. unhealthy leadership behaviors look like and how they impact the culture and performance of your teams.
  • Learn the roots of Command and Control and what triggers this behavior in you.
  • Learn to self-reflect, receive feedback (gift giving) and complete your leadership assessment. Start your growth plan.
  • Shift to empowerment and enabling team autonomy by leveraging practical tools every day.
  • Defining the team’s purpose/vision, norms and decision making.
  • Leading through dysfunctional behavior and team conflicts. Learn the 6 cell model and the drama triangle.
  • Team motivation – autonomy, mastery, purpose.
  • Understanding team dynamics, thinking preferences and how to design ‘We’ teams.
  • (Optional) Learn new ways for Agile talent management. This includes new methods to consider for managing performance, hiring, rewarding, career paths and feedback channels.

 Leading High-Performing Agile Teams | 2 Days
This course aims to help leaders gain the key skills needed for setting up their teams for success, assessing their health and removing organizational obstacles that impede their performance.
Learning Outcomes:

  • Clarity on what healthy vs. unhealthy teams look like and the impact leadership has on team performance.
  • Explore the team maturity steps and what leaders can do to support and accelerate team growth.
  • Practice assessing the health of a specific team in terms of their Clarity, Performance, Leadership, Culture and Foundation. Develop a growth plan for maturing them.
  • Learn how to stand up teams through the forming stage and  how to setup teams for success with clarity on their purpose, roles and expectations, decision making, ceremonies and a strong foundation.
  • Deeper dive into ‘stabilizing‘  teams through storming stage and learn more advanced skills related to conflict management, managing dysfunctional behavior, technical agility and removing organizational impediments.
  • Explore teams that are norming and how to optimize their performance, improve metrics, speed to market and business outcome delivery.
  • How to ‘enable‘ teams that are performing through creating space for innovation, growing change agents and enabling knowledge sharing across the enterprise.

 Tactical to Strategic Leadership | 2 Days
Leaders will learn how to step out of the day to day tactical world of managing tasks and putting out fires and shift to more of a strategic focus that enables team and organizational growth.
Learning Outcomes:

  • Clarity on tactical vs. strategic thinking and finding the right balance.
  • Learn key skills needed for dot-connecting and creating a shared vision that energizes and connects with all stakeholders.
  • Align with the strategic direction and current priorities. Define clear business value outcomes.
  • Develop a strategy and roadmap for the vision. Perform force-field analysis to identify risks and mitigation plan.
  • Engage or design the right execution team. Leverage Agile practices to lead the execution of the roadmap.
  • Inspire towards the vision, manage change and resistance.
  • Remove organizational obstacles, leverage Agile as a management practice not just for teams.
  • Learn to engage as a leader at the right level and frequency. Bring clarity to desired business outcomes/value, measures for success and boundaries.
  • Measure results, celebrate success and reward/recognize team results.

 Effective Facilitation & Collaboration Skills | 2 Days
How you show up as a facilitator or participant in group sessions is a direct reflection of your ability to lead and collaborate with others. Learning to maximize the use of time, help team members reach their desired outcomes and manage difficult group dynamics and dysfunctions will have a direct impact on your value and effectiveness as a leader. This is one of our most popular and highly rated workshop in terms of value and ROI!
Learning Outcomes:

  • Learn the value of collaborative decision-making and how to set the right foundation for teams to deliver value through working sessions.
  • Practice designing, preparing and facilitating collaborative group sessions. Setup norms and working agreements and practice listening and questioning skills.
  • Learn practical techniques for facilitating (and participating) in group session that have the common dysfunctions: Dominators, naysayers, topic jumpers, power/position, anger and emotion and dis-engaged participants.
  • Practice using advanced facilitation activities using the activity cards and learn to cut down meeting time by 1/3!

 

Enterprise Business Agility Overview (2 hours)

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 their entire Enterprise.

The challenge in scaling agile at the Enterprise level is many leaders fail to have an overall strategy for this transformation that combines the necessary Process, Culture, Org Structure and Technical processes that need to change. Agile is just one portion of the overall stack for truly achieving business agility and organizational health.   

Through this 2 hour strategic session, we’ll dig deep into the six critical pillars of an Enterprise Business Agility transformation and help executives understand the elements needed for designing successful business agility transformations where Agile/Lean goes beyond IT.

 

Key Learning Outcomes:

  • Understand the current state drivers for business agility, the vision for change and the measures of success.
  • Learn the top transformation risks and lessons learned from other companies.

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

 

 

Discovery Sprint Workshop

This advanced “hands-on” Discovery Sprint Workshop will take you through an intensive 5-day journey to get practical answers and direction on your critical business challenges. The Discovery Sprint will help you get validated customer learning and feedback in record time, bypassing the costly build and launch process. “Inspired by Sprint: How to Solve Big Problems and Test New Ideas in Just Five Days by Jake Knapp, John Zeratsky, & Braden Kowitz”.

Workshop Goals:

  • Solve big problems and test new ideas in just 5 days!
  • Save time and money by not building untested functionality
  • Increase engagement and collaboration from stakeholders across your organization.
  • Leverage proven “test and learn” lean startup practices
  • Implement a consistent, proven, discovery approach and process
  • Build a realistic product façade for customer testing and feedback
  • Get validated customer learning in just 5 days
  • Identify common patterns and trends

Over the course of the journey, you will design, prototype and test ideas using a realistic facade to get practical customer feedback and insight saving valuable time and costly development dollars.

Be prepared to learn a fun, new and innovative process that will bring your team together to solve complex problems and get validated customer feedback in just 5 days! Come with an open mind and get ready to work!

Pre-Requisites:

Your company has already adopted Agile methods over a couple of years and looking to Scale and bring maturity to the enterprise portfolio planning and execution processes.

Duration:

5 days


Journey Outline


Step 1 – Map

Learning Objectives

  • Learn the “Discovery Sprint” framework
  • Determine the Sprint Long Term Goal
  • Conduct stakeholder interviews
  • Create team notes via the “How Might We?” exercise
  • Develop a process map
  • Pick a TARGET

Step 2 – Sketch

Leveraging the map and target created on day 1, team members on Tuesday will focus on developing solutions. In the morning, team members will demonstrate solutions and ideas that inspire them from a variety of sources. Based on this shared inspiration, team members will take these ideas to the next level through a series of individual guided sketching exercises (focused on critical thinking over artistic aptitude) to help them create solutions to solve the target.

Learning Objectives

  • Identify and review desirable product features and functionality
  • Create individual solution sketches
  • Create final solution sketches for team consideration
  • Recruit customers for testing

Step 3 – Decide

On Wednesday, the team will have a series of sketches to evaluate. The focus of day 3 is to determine which sketches have the greatest probably to solve the long term strategy defined on Monday. Team members will critically review each element of the sketches and determine which elements can be stitched and integrated together to create a storyboard that the team will build a prototype around and test with customers.

Learning Objectives

  • Review the gallery of sketches
  • Determine the winning sketches via heat map voting
  • Decide on a final solution
  • Create a storyboard

Step 4 – Prototype

Now that the team has developed a storyboard that they wish to test, Thursday will focus on building a prototype for customer interviews on Friday. In order to build a prototype in just one day, the team has to think in terms of “façade over function” and create a realistic user experience to get constructive feedback and customer learning. In a parallel effort, customer scripts are written, discussed and practiced in conjunction with the prototype to prep for customer interviews.

Learning Objectives

  • Prototype is developed and tested
  • Customer volunteers are finalized
  • Customer scripts are created and rehearsed
  • A integrated “Dry Run” is conducted with the scripts and prototype

Step 5 – Test

The culmination of the teams’ hard work happens on Friday where the solutions created throughout the week are tested by watching customers interact with the prototype. During the interview process, the team will observe and capture critical reactions to the prototype that will provide valuable insight and guidance into product direction.

Learning Objectives

  • Real feedback and findings from 5 customers!
  • Team notes are captured and consolidated and themes emerge
  • Clear product direction and/or decisions or made
  • Validated learning in 5 days

 

Designing Enterprise Agile Stable Teams

Many companies have piloted and adopted Agile methods at the team level but are looking now to mature and take their Agile adoption to the next level. Through this workshop you’ll explore the concept of Stable Teams and why they are more effective than temporary project teams.  This advanced and unique workshop will take your team through a practical, real world and intensive hands-on journey of designing your Enterprise Stable Teams strategy by looking at your current as-is team design and developing a plan for the future. Be prepared to learn some new and innovative methods for 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!

* Client preparation for this workshop is required before delivery.

What You’ll Learn

    • Top Challenges with Enterprise Portfolio Management
    • The Multitasking Problem
    • Why We Need a Different Approach
    • Limiting Work In Progress (WIP)
    • Enterprise Stable Teams Big Picture
    • The Pull vs. Push Concept
    • Understanding Capacity
    • Why Stable Whole Teams?
    • Building Communities of Practice
    • Designing Stable ‘Whole’ Teams
    • Which Team Should Pull What?
    • As-Is Team Current State
    • Roles and Allocation
    • To-Be Team Design
    • Design Considerations
    • Team Transition Plan
    • Next Steps – Piloting Stable Teams

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

Lean Portfolio Management – ECC Room Journey

This is an advanced journey that will take you through several workshops to help transform how your organization currently executes your portfolio management processes. The journey is broken down into 5 comprehensive steps over the course of several weeks that will allow you to learn collaboratively while working through your actual backlog of Initiative and Portfolio Epics. Following each 1-day workshop you will have time to get feedback, collect data and prep for the next intensive workshop.

  • Step 1 and Step 2 are ‘hands-on learning’ workshops designed to teach you modern ways of planning demand and managing capacity.
  • Steps 3 and 4 are focused on setting up and validating your ECC room experiment where future quarterly portfolio planning would occur.
  • Step 5 is an actual Big Room Portfolio Quarterly Planning workshop that leverages your learning and the ECC room to plan your next quarter priorities.

Be prepared to learn new and innovative methods for planning, prioritizing, sizing and managing your portfolio of initiatives. We will also learn the agile approach of looking at enterprise capacity by planning around teams, measuring throughput and establishing a pull method from your portfolio backlog. Come with an open mind!

Pre-Requisites:

Your company has already adopted Agile methods over a couple of years and looking to Scale and bring maturity to the enterprise portfolio planning and execution processes.

Duration:

5 steps, several workshops, over the course of 1-2 months


Journey Outline


Step 1 – Demand Management – 1 Day

This one day workshop is for Leaders to understand and get visibility into their actual Demand of work across the Enterprise or Portfolio. Participants bring in 10-20 actual Portfolio Epics or Initiatives that they work through during the day. Starting with understanding the vision and context behind each Epic, participants then breakdown Epics into specific objectives and measurable outcomes, determine appropriate value filters to assign business value, collaborate to relatively size the items and utilize “Biggest Bang for the Buck” techniques to prioritize and rank the Enterprise or Portfolio backlog.

Learning Objectives

  • Learn to write good quality Epics with specific outcomes and success criteria
  • Gain clarity into the objectives and measures of success
  • Learn how to breakdown Epics into smaller deliverables using problem/hypotheses statements
  • Understand qualification filters and Business Value scoring
  • Learn how to strategically align Epics back to the overall enterprise strategy
  • Understand how to apply Agile relative sizing techniques
  • Leverage Value, Size, Risk and Dependencies to determine how to rank Epics for optimal value delivery
  • Build a roadmap spanning the next several quarters for your Enterprise backlog
  • Understand how to prep for the Capacity Management workshop

Leave the session with a list of strategic deliverables that are broken down to quarterly chunks and sized, worded using the hypothesis and outcome statements, have measures for success and business value points assigned and ranked against each other.

  • Optional: Build a roadmap for when you would like to see each deliverable/outcome completed
  • Session Input: Bring in up to 20 strategic deliverables you want to leverage through this workshop

Step 2 – Capacity Management / Team Design – 2 Days spread out over a couple of weeks

Most enterprises push a lot more work to their teams than their actual capacity to complete work causing many problems among the teams as well as to the customer. This workshop is for Leaders to understand the actual capacity of their organization. Participants will gain visibility into each of their teams, their skills and abilities to complete work. They will learn how to build and stabilize cross-functional delivery teams that can remain focused in order to get work to “done”. Leaders will learn about the role of a Manager, how to handle different classes of work, how to track throughput and other important topics to help optimize their delivery teams. We’ll work through risks, challenges and potential gaps in order pave the way for teams to be successful.

Learning Objectives

  • Learn how Stable Teams operate and how to support them
  • Understand Team Structure and Allocation best practices
  • Learn how to properly “stand up” new teams
  • Learn how to utilize team Skill Walls to properly form the right teams
  • Understand the Role of an Manager and how their role changes in an Agile environment
  • Utilize the team data to form and stabilize cross-functional delivery teams
  • Understand Work-In-Progress (WIP), how to measure and how to use to increase flow
  • Determine organizational gaps and create mitigation strategies
  • Understand the top challenges, risks and impediments and how to overcome them
  • Begin preparations applying these techniques for planning the next quarter of work

Define your future desired role for an Agile managers after learning industry best practices.

  • Agree on a roadmap for standing up and stabilizing Agile teams.
    Visibly layout on the wall the current as-as teams you have working on your strategic priorities, identify their current allocation, skills, other work they do and team gaps.
  • Develop a to-be team design strategy that enables more focused functional teams that are aligned to key value streams or business priorities.
  • Identify and prioritize the challenges moving to the new model such as: limited SMEs, multi-tasking across teams, support vs strategic work, skill gaps ..etc
  • Optional: Build a strategy for addressing the risks and gaps above
  • Session Input: Bring to the session the as-is design of current teams that are directly or indirectly working on the strategic priorities identified for this working session. Include information such as: names, roles, allocation of team members, team skills, type of work they do, current quarter deliverables, gaps)

Step 3 – Full Enterprise Clarity Center (ECC) Setup – 1 Day

This day is spent designing and building the ECC room and boards to provide maximum visibility and transparency into the flow of work at all levels of the Enterprise. Participants will be guided on how to optimize the way they visualize their teams, backlogs, programs and portfolios to facilitate prioritization, dependency management, issue resolution and tough decision making.

Learning Objectives

  • Understand the objectives and purpose of ECC rooms
  • Learn how to lay out the room and design each element of the room
  • Create visual card templates that contain the right information to facilitate discussion
  • Understand how to show Program, Portfolio and Enterprise WIP
  • Design a program board to show dependencies across teams and initiatives
  • Agree how the boards will be managed and how tools will be integrated

Build initial version of the ECC room walls with your Demand (strategic objectives and deliverables), Capacity (delivery teams), KPI wall (key metrics you want visibility into)

  • Session Input: Prep needed for pulling and printing the information needed to be displayed on the walls.

Step 4 – ECC Room Validation – Half Day

This day is utilized to bring your Stakeholders, Executives and other key contributors to validate the ECC room, make any potential refinements, understand how to utilize each board and practice planning together. This is where the work now comes together to facilitate better discussions on how the work is flowing and is tracked and measured.

Learning Objectives

  • Gain stakeholder approval for how best to utilize the ECC room
  • Understand how the different elements in the room work together and provide visibility
  • Practice using the room to facilitate prioritization and planning

The leadership team will understand the ECC room, provide feedback and input into additional data needed for effective quarterly portfolio planning.

  • Session Input: Prepare room for leadership review/input.

Step 5 – Big Room Planning – 1.5 Days

This is the pivotal point of our Portfolio Management Journey! We now initiate coordinated and synchronized planning by applying the Portfolio Management techniques the group has learned and utilizing the ECC room to plan out the next quarter of work and build out a high-level roadmap for the next year.

Learning Objectives

  • Collaboratively work together to visualize the flow of work and how work can be pulled by teams
  • Utilize the ECC Room to plan out the next quarter of work
  • Plan out a high-level roadmap for the next several quarters

Execution of quarterly planning resulting in clarity on leadership vision, desired deliverable and outcomes

  • Which team will work on what?
  • Final consensus on the plan and clarity on risks for the quarter.
  • Session Input: Prepare leadership and teams for planning session.

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 TeamHealth Retrospective

This workshop is a powerful deep-dive strategic retrospective that focuses on the top areas that affect Agile team performance and health. Our expert facilitates to your team our unique 360 TeamHealth Radar, which is a survey-style assessment covering the 5 key dimensions of a healthy Agile team (Clarity, Performance, Leadership, Culture, Foundation). The facilitator then engages the team in a healthy and open retrospective around analyzing their radar results and reviewing their StrengthsImprovements and Top Impediments to growth. The final output of the workshop is a team Growth Plan that includes key outcomes the team wants to achieve within the next few months. 

Below is the AgilityHealth TeamHealth Radar – Summary and Detailed Views:

Key outcomes from this workshop are:

  • Team’s understanding of the key areas that affect team health and performance.
  • Completion of the 360 TeamHealth Radar assessment.
  • Analysis of the results and variances between the responses.
  • Review the team’s strengths and celebrate success.
  • Review the team’s opportunities.
  • Targeted Just In Time coaching on top gaps for the team.
  • Team Growth Plan with actionable deliverables for the next quarter.
  • Optional: Follow up custom training/coaching on team’s target growth areas.

The real value from this workshop is the open and honest conversations we facilitate to help the team get past any current roadblocks and the development of a clear plan of action for getting their performance and health to the next level.

Repeat this strategic retrospective each quarter and see your team’s performance and health surge to the next level!

Request a Quote below for AgilityHealth Retrospectives or learn more about our Radars, which are produced by our AgilityHealth growth and measurement platform.

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!

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 – Untangle 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.

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!
  • 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

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!

 

Recommended 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 several thought-provoking workshops and team discussion exercises.
  • You will leave the course with many Actionable Ideas and strategies 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 expectations
  • Brainstorm 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/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!