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OKR's for Agile Coaches - group brainstorming presentation

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Thene Sheehy
Thene Sheehy

This presentation was created for the Agile Connect group in Portugal, for the July 8, 2020, virtual meetup via Zoom. The original question in a job interview was, "What should be the OKR's for Agile Coaches?" The prompted me to consider how to best answer, and generated this group brainstorming session via Zoom rooms and a Miro board.

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www.GreenHatCoaching.com O K R s f o r A g i l e C o a c h e s w w w.G r e e n H a t C o a c h i n g . c o m T h e n e S h e e hy A p r i l , 2 0 2 0
www.GreenHatCoaching.com Data Analyst/ Architect IT Director Entrepreneur Project/ Program Manager Scrum Master Agile Coach Life Coach My Career Transformation – 1984 to Present Life in the USA Life in Portugal Oct,2018 Entrepreneur
www.GreenHatCoaching.com My Story: As part of a job interview, I was asked, “What should be the OKR’s (objectives & key results) for Agile Coaches?” And that’s our group discussion today!
www.GreenHatCoaching.com Quick Overview OKR Structure Objectives "Where do I want to go?" O Objective B Bracing J Judicious E Exact C Clearly understandable T Tangible Key Results "How do I measure my progress toward the goal?" R Reachable E Exponent S Significant U Understandable L Limited to numbers T Trackable OKR Best Practices 3-5 Objectives max per level (e.g. per person) 3-5 Key Results max per Objective Write for other people: they must clearly understand your goals Credit to: https://okrexamples.co/ 3-5 Objectives Each Objective has 3-5 Key Results Verbs: Improve… Increase/Decrease… Deliver… Create… Eliminate… Metric: … frequency … percentage … count … cost … size Corporate Objectives Department Objectives Team Objectives
www.GreenHatCoaching.com But… How do we apply OKR’s to Agile Coaches? Aren’t we really measuring the increased agility of the organization?
www.GreenHatCoaching.com Quick Overview Agile Coaching Levels and Stages Full Infographic & Free Download at: dandypeople.com/ Do Objectives for Agile Coaches and Organization Agility DIFFER based on the Level of focus?
www.GreenHatCoaching.com Quick Overview Agile Coaching Levels and Stages Full Infographic & Free Download at: dandypeople.com/ Do Objectives for Agile Coaches and the Organization DIFFER based on the Stage of the Agile Journey for the team?
www.GreenHatCoaching.com Quick Overview Agile Coaching Levels and Stages Full Infographic & Free Download at: dandypeople.com/ OKR’s for Agile Coaches (and Scrum Masters, Kanban Team Coaches, or other styles of agile work) will depend on the LEVEL at which the coach is working and the STAGE at which the team has matured in their agility. We can then make a 3x3 matrix … like all good consulting models 
www.GreenHatCoaching.com Agile Coaches aren’t ALWAYS ONLY Coaching Agile Coaches are often hired by a company to be much more that just Professional Coaches. They are often asked to teach, mentor, and facilitate, and to provide expertise and guidance on agile thinking, principles, practices, and tools.
www.GreenHatCoaching.com Agile Coaches are Professional Coaches As Professional Coaches, we coach the TEAM and the LEADERS. As PC’s, we also enable each team member to find their own Purpose, align with the company’s Purpose, feel their own Autonomy, and increase their own Mastery. This increases Motivation and impacts Creativity. Drive & Motivation Purpose AutonomyMastery
www.GreenHatCoaching.com Agile Coaches are Professional Coaches As coaches to the Exec Team, coaches help to ensure that leaders are practicing Agile Leadership.
www.GreenHatCoaching.com Today’s Brainstorm: Complete the Matrix OKR’s for Agile Coaches, by Stage & Level Objectives by Stage & Level Stages  Levels ↓ Shu Beginners Learning Ha Proficient Practicing Ri High-Performing Self-Adapting Team Mid-Level Management & Cross/Multi- Teams Top Level Executives 1 2 3 4 5 6 7 8 9
www.GreenHatCoaching.com Moving into Miro & Zoom Rooms for Collaboration & Discussion • 9 teams • Zoom Room 1-2-3 focus on Team • 4-5-6 for Mid-Management • 7-8-9 for Exec Leaders • Miro Board Link: TBD • 10 minute intro (complete) • 2 minute Zoom Demo/Intro • 10 minutes in 9 Zoom-Rooms • 9 Teams Report x 5 min each • 45 min total • 5 min wrap up • End time: 8pm • Retrospective via Miro
www.GreenHatCoaching.com • thene@GreenHatCoaching.com • LinkedIn: /thenesheehy
www.GreenHatCoaching.com Objectives for Agile Coaches Objectives by Stage & Level Stages  Levels ↓ Shu Beginners Learning Ha Proficient Practicing Ri High-Performing Self-Adapting Team • Move team to proficiency (HA) in daily, weekly, and monthly practices • Synergize team toward teamwork and healthy communication • Increase flow-zone focus • Increase ability to deliver working software with quality on faster cycle than before (baby steps forward) • Increase team’s ability to highlight and clear impediments quickly • Increase effectiveness of teamwork with Product Owner • PO begins learning how to plan epics, stories, DOD, DOR, and AC’s • Increased transparency in status of work underway and delivered • Team begins creation of new team member onboarding process • Team members align on tool usage and all team members gain proficiency. • Move team to high-performance (RI) in daily, weekly, and monthly practices • Team creates the ability to add new team members (or lose some) without measurable impact to cycle • Team members consistently report they can work ‘in the flow-zone' • Communication is good enough that team can move to more async work, async communication • Increasing speed of closure of Impediments, fewer recurring/simple impediments • Team and PO are intertwined • Work Status is transparent and consistently accurate • Team is consistently delivering software on faster cycle (daily or weekly) • PO is a well-oiled machine, staying ahead of the team and aligned to customer needs/wants • Team has begun to use team metrics to look for improvements • Team is consistently delivering working software at the fastest rate possible • Team is consistently discussing ways to improve its own processes and tools • Team is able to add new team members without impact to flow or cycle time • Product Owner and Dev Team work together constantly to determine feature improvements, performance improvements, and clear any technical debt • If the team was on a scrum cycle, they have moved to Kanban (assuming the PO and Org can work in that way) • Agile Coach is no longer needed (or only occasionally) – the team is self- organizing
www.GreenHatCoaching.com Objectives for Agile Coaches Objectives by Stage & Level Stages  Levels ↓ Shu Beginners Learning Ha Proficient Practicing Ri High-Performing Self-Adapting Mid-Level Management & Cross/Multi- Teams And Exec Level • Management understands the goals of agile thinking and agile practices, has aligned their support • Management has identified (and trained) Product Owners for Products. • Management & PO’s have shifted thinking of Projects to Products • Management & PO’s are using Product Roadmaps, and other artifacts to think about value-delivered • Management & PO’s are loosening the interdependencies between product components to simplify design and delivery • Any cross/multi-team ‘scrum of scrum’ style meetings have begun, and team members have learned how to communicate effectively • Management has put in place the initial Dev-Ops team and machinery to enable continuous delivery, deployments, and integration • Management has re-organized any pre-existing QA team into the agile teams • Management has sanctioned automated testing and any tools or new positions to hire those skillsets • All objectives from Shu level are continuing to improve • Operations have stabilized and the company is seeing the value of shifting to agile • Products are being delivered daily/weekly and clients see features that constantly delight • Bugs are getting cleared more quickly (or never showing up) • All shu-level teams have graduated to proficient/practicing levels • The company has a common onboarding process for new teams and new team members to engage quickly • Teams are self-organizing • Team members are thrilled to come to work each day and produce great products with smart and creative colleagues • Management teams have fully adopted agile thinking, values, and products • Management is looking for its own ways to further improve their own work in agile ways

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OKR's for Agile Coaches - group brainstorming presentation

  • 1. www.GreenHatCoaching.com O K R s f o r A g i l e C o a c h e s w w w.G r e e n H a t C o a c h i n g . c o m T h e n e S h e e hy A p r i l , 2 0 2 0
  • 2. www.GreenHatCoaching.com Data Analyst/ Architect IT Director Entrepreneur Project/ Program Manager Scrum Master Agile Coach Life Coach My Career Transformation – 1984 to Present Life in the USA Life in Portugal Oct,2018 Entrepreneur
  • 3. www.GreenHatCoaching.com My Story: As part of a job interview, I was asked, “What should be the OKR’s (objectives & key results) for Agile Coaches?” And that’s our group discussion today!
  • 4. www.GreenHatCoaching.com Quick Overview OKR Structure Objectives "Where do I want to go?" O Objective B Bracing J Judicious E Exact C Clearly understandable T Tangible Key Results "How do I measure my progress toward the goal?" R Reachable E Exponent S Significant U Understandable L Limited to numbers T Trackable OKR Best Practices 3-5 Objectives max per level (e.g. per person) 3-5 Key Results max per Objective Write for other people: they must clearly understand your goals Credit to: https://okrexamples.co/ 3-5 Objectives Each Objective has 3-5 Key Results Verbs: Improve… Increase/Decrease… Deliver… Create… Eliminate… Metric: … frequency … percentage … count … cost … size Corporate Objectives Department Objectives Team Objectives
  • 5. www.GreenHatCoaching.com But… How do we apply OKR’s to Agile Coaches? Aren’t we really measuring the increased agility of the organization?
  • 6. www.GreenHatCoaching.com Quick Overview Agile Coaching Levels and Stages Full Infographic & Free Download at: dandypeople.com/ Do Objectives for Agile Coaches and Organization Agility DIFFER based on the Level of focus?
  • 7. www.GreenHatCoaching.com Quick Overview Agile Coaching Levels and Stages Full Infographic & Free Download at: dandypeople.com/ Do Objectives for Agile Coaches and the Organization DIFFER based on the Stage of the Agile Journey for the team?
  • 8. www.GreenHatCoaching.com Quick Overview Agile Coaching Levels and Stages Full Infographic & Free Download at: dandypeople.com/ OKR’s for Agile Coaches (and Scrum Masters, Kanban Team Coaches, or other styles of agile work) will depend on the LEVEL at which the coach is working and the STAGE at which the team has matured in their agility. We can then make a 3x3 matrix … like all good consulting models 
  • 9. www.GreenHatCoaching.com Agile Coaches aren’t ALWAYS ONLY Coaching Agile Coaches are often hired by a company to be much more that just Professional Coaches. They are often asked to teach, mentor, and facilitate, and to provide expertise and guidance on agile thinking, principles, practices, and tools.
  • 10. www.GreenHatCoaching.com Agile Coaches are Professional Coaches As Professional Coaches, we coach the TEAM and the LEADERS. As PC’s, we also enable each team member to find their own Purpose, align with the company’s Purpose, feel their own Autonomy, and increase their own Mastery. This increases Motivation and impacts Creativity. Drive & Motivation Purpose AutonomyMastery
  • 11. www.GreenHatCoaching.com Agile Coaches are Professional Coaches As coaches to the Exec Team, coaches help to ensure that leaders are practicing Agile Leadership.
  • 12. www.GreenHatCoaching.com Today’s Brainstorm: Complete the Matrix OKR’s for Agile Coaches, by Stage & Level Objectives by Stage & Level Stages  Levels ↓ Shu Beginners Learning Ha Proficient Practicing Ri High-Performing Self-Adapting Team Mid-Level Management & Cross/Multi- Teams Top Level Executives 1 2 3 4 5 6 7 8 9
  • 13. www.GreenHatCoaching.com Moving into Miro & Zoom Rooms for Collaboration & Discussion • 9 teams • Zoom Room 1-2-3 focus on Team • 4-5-6 for Mid-Management • 7-8-9 for Exec Leaders • Miro Board Link: TBD • 10 minute intro (complete) • 2 minute Zoom Demo/Intro • 10 minutes in 9 Zoom-Rooms • 9 Teams Report x 5 min each • 45 min total • 5 min wrap up • End time: 8pm • Retrospective via Miro
  • 15. www.GreenHatCoaching.com Objectives for Agile Coaches Objectives by Stage & Level Stages  Levels ↓ Shu Beginners Learning Ha Proficient Practicing Ri High-Performing Self-Adapting Team • Move team to proficiency (HA) in daily, weekly, and monthly practices • Synergize team toward teamwork and healthy communication • Increase flow-zone focus • Increase ability to deliver working software with quality on faster cycle than before (baby steps forward) • Increase team’s ability to highlight and clear impediments quickly • Increase effectiveness of teamwork with Product Owner • PO begins learning how to plan epics, stories, DOD, DOR, and AC’s • Increased transparency in status of work underway and delivered • Team begins creation of new team member onboarding process • Team members align on tool usage and all team members gain proficiency. • Move team to high-performance (RI) in daily, weekly, and monthly practices • Team creates the ability to add new team members (or lose some) without measurable impact to cycle • Team members consistently report they can work ‘in the flow-zone' • Communication is good enough that team can move to more async work, async communication • Increasing speed of closure of Impediments, fewer recurring/simple impediments • Team and PO are intertwined • Work Status is transparent and consistently accurate • Team is consistently delivering software on faster cycle (daily or weekly) • PO is a well-oiled machine, staying ahead of the team and aligned to customer needs/wants • Team has begun to use team metrics to look for improvements • Team is consistently delivering working software at the fastest rate possible • Team is consistently discussing ways to improve its own processes and tools • Team is able to add new team members without impact to flow or cycle time • Product Owner and Dev Team work together constantly to determine feature improvements, performance improvements, and clear any technical debt • If the team was on a scrum cycle, they have moved to Kanban (assuming the PO and Org can work in that way) • Agile Coach is no longer needed (or only occasionally) – the team is self- organizing
  • 16. www.GreenHatCoaching.com Objectives for Agile Coaches Objectives by Stage & Level Stages  Levels ↓ Shu Beginners Learning Ha Proficient Practicing Ri High-Performing Self-Adapting Mid-Level Management & Cross/Multi- Teams And Exec Level • Management understands the goals of agile thinking and agile practices, has aligned their support • Management has identified (and trained) Product Owners for Products. • Management & PO’s have shifted thinking of Projects to Products • Management & PO’s are using Product Roadmaps, and other artifacts to think about value-delivered • Management & PO’s are loosening the interdependencies between product components to simplify design and delivery • Any cross/multi-team ‘scrum of scrum’ style meetings have begun, and team members have learned how to communicate effectively • Management has put in place the initial Dev-Ops team and machinery to enable continuous delivery, deployments, and integration • Management has re-organized any pre-existing QA team into the agile teams • Management has sanctioned automated testing and any tools or new positions to hire those skillsets • All objectives from Shu level are continuing to improve • Operations have stabilized and the company is seeing the value of shifting to agile • Products are being delivered daily/weekly and clients see features that constantly delight • Bugs are getting cleared more quickly (or never showing up) • All shu-level teams have graduated to proficient/practicing levels • The company has a common onboarding process for new teams and new team members to engage quickly • Teams are self-organizing • Team members are thrilled to come to work each day and produce great products with smart and creative colleagues • Management teams have fully adopted agile thinking, values, and products • Management is looking for its own ways to further improve their own work in agile ways