self organizing agile
teams
roles, practices, factors
Nikos Batsios, Agile Coach/ScM @ IXG, PDU Mobile Core
Ericsson’s HTE Learnathon, 4th & 5th February 2015
based on
• a grounded theory on “self organized agile teams”
Dr. Rashina Hoda
• a single confirmatory case study on a new agile
team, through participant observation for one year
and individual interviews - personal study
how agile teams organize themselves in
practice?
after the workshop it is expected that you will
better understand the various roles, practices
and factors affecting self-organization and you
might get a few insights how you could enable
self-organization
–Jurgen Appelo M3.0
“self-organization cannot be a best practice. it is the
default practice of any system, including teams.
but what happens, also happening in the right
direction? ”
–Jurgen Appelo M3.0
“command and control is a special case, our
attempt to steer self-organizing systems
towards a direction that stakeholder considered
to be valuable”
let’s self-organize
principles of self
organization
• minimum critical specification
• requisite variety
• redundancy of functions
• learning to learn
conditions for self
organizing capability
• autonomy
• cross fertilization
• self-transcendence
informal, transient, implicit, spontaneous self-
organizing roles on agile teams
imagine that a new agile team is formed in your
organization!
which spontaneous and informal roles (other than those
described by a specific framework) do you think that this
agile team should handle that will help them to self-
organize? which responsibilities should take care?
your view as team member, agile coach, manager matters.
(5’)
<mentor>
• provide initial guidance and support
• getting team confident
• encouraging continued adherence
• encouraging self-organizing practices
<co-ordinator>
• coordinating customer & stakeholders collaboration
• coordinating change requests
• managing customer & stakeholders expectations
• encouraging self-organizing practices
<translator>
• overcoming the barrier language
• using translator tools
<champion>
• securing senior management support
• propagating more teams
<promoter>
• understanding customer and stakeholders
concerns
• securing customer involvement
<terminator>
• identifying threatening team members
• removing members from the team
tips
• consider Richard Hackman’s 60-30-10 principle
• 60% of team effectiveness is related to team
design
• 30% of team effectiveness is related to team
launch
• 10% of team effectiveness is related to
continuous coaching
“balancing acts”
practices that enable self-organization
what challenges this newly agile team might face in their
journey to self-organziation? what practices could enable
self-organization?
(5’)
balancing freedom and
responsibility
• collective decision making (collective estimation
and planning, collective deciding team norms and
principles, self-commitment and shared
responsibility on team goals)
• self-assignment (boards, ownership)
• self-monitoring (daily meetings, information
radiators)
• clear roles responsibilities, boundaries, purpose
balancing cross-functionality
and specialization
• need for specialization (multiple perspectives)
• encouraging cross-functionality (group
programming, seek opportunities to work outside of
their area of expertise, shared responsibility,
rotation)
balancing continuous learning
and iteration pressure
• self evaluation (retrospectives, reviews)
• self-improvement (pair in need, learning spikes)
tips
• work on the agile mindset (goal is to learn, learn from
failures)
• a team assessment could help to identify team’s
strengths and weaknesses
• a team launch to define purpose, norms, agreements
and values will help team to set their direction
• using OKRs could help to define their measurable
goals in alignment with the organization goals
factors
influencing self-organization
which do you think are the factors in the environment
a team is operating that can influence the success
of a self-organized agile team?
(5’)
mangement support
• organizational “collaboration”culture that embrace feedback,
transparency, openness, trust, synergy, partnership, interaction.
such values are deemed important to achieve and sustain
responsible autonomy
• negotiating contracts
• financial sponsorship
• team stability, hiring-removing members based on their fit into
an “agile” culture
• understand the benefits of being agile for business drivers and
trigger required changes
customer & stakeholders
collaboration
• gathering and clarifying and prioritizing
requirements
• securing feedback
• changing mindset
• demos and e-collaboration
tips
• understand your culture and “tweak” it to make it
work in an agile environment
• train management, customer, stakeholders on
agile methods and the benefits of being agile
• pilot ensuring their support and involvement
inspiration
• Hoda, R., Noble, J., Marshall, S. Self-Organizing Roles on Agile Software Development
Teams. IEEE Transactions on Software Engineering (TSE),  Vol. 39, Issue 3,  Pages
422-444, 2013 (pdf)
• Hoda, R., Noble, J., Marshall, S. Supporting Self-organizing Agile Teams What’s Senior
Management Got to Do with It?. In A. Silitti, O. Hazzan, E. Bache, & X. Albaladejo
(Eds.), Agile Processes in Software Engineering and Extreme Programming (Vol. 77, pp.
73-87). SPRINGER-VERLAG BERLIN, 2011
• Hoda, R. Self-Organizing Agile Teams: A Grounded Theory. PhD Thesis ,Victoria University
of Wellington, New Zealand, 2011 [PDF]
• Agile Undercover: When Customer Don’t Collaborate. Agile Professionals Network (APN),
Auckland, August 2013 [Slides]
• High Performance Team Coaching, Peters & Carr (book)
• Objectives and Key Results (refer to Learnathon folder)
thank you
self organizing agile teams

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self organizing agile teams

  • 1. self organizing agile teams roles, practices, factors Nikos Batsios, Agile Coach/ScM @ IXG, PDU Mobile Core Ericsson’s HTE Learnathon, 4th & 5th February 2015
  • 2. based on • a grounded theory on “self organized agile teams” Dr. Rashina Hoda • a single confirmatory case study on a new agile team, through participant observation for one year and individual interviews - personal study
  • 3. how agile teams organize themselves in practice? after the workshop it is expected that you will better understand the various roles, practices and factors affecting self-organization and you might get a few insights how you could enable self-organization
  • 4. –Jurgen Appelo M3.0 “self-organization cannot be a best practice. it is the default practice of any system, including teams. but what happens, also happening in the right direction? ”
  • 5. –Jurgen Appelo M3.0 “command and control is a special case, our attempt to steer self-organizing systems towards a direction that stakeholder considered to be valuable”
  • 7. principles of self organization • minimum critical specification • requisite variety • redundancy of functions • learning to learn
  • 8. conditions for self organizing capability • autonomy • cross fertilization • self-transcendence
  • 9. informal, transient, implicit, spontaneous self- organizing roles on agile teams
  • 10. imagine that a new agile team is formed in your organization! which spontaneous and informal roles (other than those described by a specific framework) do you think that this agile team should handle that will help them to self- organize? which responsibilities should take care? your view as team member, agile coach, manager matters. (5’)
  • 11. <mentor> • provide initial guidance and support • getting team confident • encouraging continued adherence • encouraging self-organizing practices
  • 12. <co-ordinator> • coordinating customer & stakeholders collaboration • coordinating change requests • managing customer & stakeholders expectations • encouraging self-organizing practices
  • 13. <translator> • overcoming the barrier language • using translator tools
  • 14. <champion> • securing senior management support • propagating more teams
  • 15. <promoter> • understanding customer and stakeholders concerns • securing customer involvement
  • 16. <terminator> • identifying threatening team members • removing members from the team
  • 17. tips • consider Richard Hackman’s 60-30-10 principle • 60% of team effectiveness is related to team design • 30% of team effectiveness is related to team launch • 10% of team effectiveness is related to continuous coaching
  • 18. “balancing acts” practices that enable self-organization
  • 19. what challenges this newly agile team might face in their journey to self-organziation? what practices could enable self-organization? (5’)
  • 20. balancing freedom and responsibility • collective decision making (collective estimation and planning, collective deciding team norms and principles, self-commitment and shared responsibility on team goals) • self-assignment (boards, ownership) • self-monitoring (daily meetings, information radiators) • clear roles responsibilities, boundaries, purpose
  • 21. balancing cross-functionality and specialization • need for specialization (multiple perspectives) • encouraging cross-functionality (group programming, seek opportunities to work outside of their area of expertise, shared responsibility, rotation)
  • 22. balancing continuous learning and iteration pressure • self evaluation (retrospectives, reviews) • self-improvement (pair in need, learning spikes)
  • 23. tips • work on the agile mindset (goal is to learn, learn from failures) • a team assessment could help to identify team’s strengths and weaknesses • a team launch to define purpose, norms, agreements and values will help team to set their direction • using OKRs could help to define their measurable goals in alignment with the organization goals
  • 25. which do you think are the factors in the environment a team is operating that can influence the success of a self-organized agile team? (5’)
  • 26. mangement support • organizational “collaboration”culture that embrace feedback, transparency, openness, trust, synergy, partnership, interaction. such values are deemed important to achieve and sustain responsible autonomy • negotiating contracts • financial sponsorship • team stability, hiring-removing members based on their fit into an “agile” culture • understand the benefits of being agile for business drivers and trigger required changes
  • 27. customer & stakeholders collaboration • gathering and clarifying and prioritizing requirements • securing feedback • changing mindset • demos and e-collaboration
  • 28. tips • understand your culture and “tweak” it to make it work in an agile environment • train management, customer, stakeholders on agile methods and the benefits of being agile • pilot ensuring their support and involvement
  • 29. inspiration • Hoda, R., Noble, J., Marshall, S. Self-Organizing Roles on Agile Software Development Teams. IEEE Transactions on Software Engineering (TSE),  Vol. 39, Issue 3,  Pages 422-444, 2013 (pdf) • Hoda, R., Noble, J., Marshall, S. Supporting Self-organizing Agile Teams What’s Senior Management Got to Do with It?. In A. Silitti, O. Hazzan, E. Bache, & X. Albaladejo (Eds.), Agile Processes in Software Engineering and Extreme Programming (Vol. 77, pp. 73-87). SPRINGER-VERLAG BERLIN, 2011 • Hoda, R. Self-Organizing Agile Teams: A Grounded Theory. PhD Thesis ,Victoria University of Wellington, New Zealand, 2011 [PDF] • Agile Undercover: When Customer Don’t Collaborate. Agile Professionals Network (APN), Auckland, August 2013 [Slides] • High Performance Team Coaching, Peters & Carr (book) • Objectives and Key Results (refer to Learnathon folder)