Tom Mellor: Ken Schwaber and Scrum Alliance | Agile to agility | Miljan Bajic | Episode #15

Tom Mellor

Speaker: Miljan Bajic 00:37

Who is Tom Mellor?

Speaker: Tom Mellor 00:40

Oh, that’s a really good question. I’m nobody special, I just happen to be in the right place at the right time, many years ago. I didn’t know anything about agility or what was going on, I happen to have been promoted to a project manager in one company. And I already knew the futility associated with being a project manager. This idea that you’re going to predict the schedule of something and programming. And I was new to programming. I came from the business side and knew very little about technology when I transferred over to the technology field in my company. So I came into my company’s IT department as a business analyst. Because I had told the person there, I don’t know anything about programming, I know very little about technical products.

And they said, well, we can put you to work as a business analyst. And I didn’t even really know what that was. But they said, you’re really going to work with the business side to try to figure out what they need and products that we build. And they didn’t use the word products at the time. That’s a term that we use now. But they used applications or systems. And I said, okay, and they said we call those requirements. So you’ll gather these requirements that people need and it sounded so easy, just go talk to them and ask them what they want. And then transfer that back to the programmers and the programmers build it, and then we deliver it back to the business people. And everybody’s happy.

Speaker: Miljan Bajic 02:45

That always happens, right?

Speaker: Tom Mellor 02:50

And it seemed to me that it’s a type of manufacturing process, right? It had a kinship to that to me, in that you determined what you were going to build. And then you went built it, and then you delivered it, like building a house really, and it was explained that way to me in our department, that it’s effectively like building a car. And I went through some pretty rigorous training as a business analyst. I taught many classes and I mentored with people. But as I was developing an aptitude for that and becoming familiar with the acumen and that sort of thing. I also started to detect sort of this underlying tension that maybe things don’t always go as they think they’re going to go. And as I moved along in the process of becoming a business analyst, I quickly learned that things often don’t go that you think they’re going to go. And it didn’t take me long to figure out that’s because there’s a disconnection between what people want or what they think they want, and what’s delivered to them. And this is back in 2001, 2002. And we had a very rigorous process that we followed, we actually used a form of Cooper and Lybrand summit de methodology. And it was brutally bureaucratic. The irony behind that I later found out was when Ken Schwaber and I were developing a working relationship and a mentoring relationship, I asked him, what were you building when you first started using Scrum?

And he said, well, we were working for a client and we were actually automating some processing for Coopers and Lybrand, summit de methodology. And I just exploded and laughed at him, and he looked at me very strangely. And he goes, why is that so funny? And I said, that happens to be the methodology we used at my company. He started laughing. And he goes, oh I feel for you. It was horrible. And very bureaucratic, I don’t know how else to describe it. So I had been a manager on the business side, stepped out of management, stepped into what we call, a business analyst position. And then I was encouraged or enticed or coaxed, however you want to characterize, into becoming a project manager. And I had worked with project managers for a couple of years and as soon as I got put in that hot seat, I was promoted. That’s what they called it. I was sentenced to become a project manager. And as soon as I got put into that hot seat, I immediately understood that they’re often in a no-win situation. And I had mentors, of course, and I went through probably one of the most extensive and exhaustive training regimens in project management in private industry, I essentially went through two years, the equivalent of two years of academic training and project management.

Speaker: Miljan Bajic 06:57

How much of that did you use?

Speaker: Tom Mellor 07:02

Yeah, we were expected to use, so it was very defined, right, the process was very defined. And we were expected to align our learning with the methodology and to, and we had a methodology book, you’ve probably seen those Milan, flip them open, and they tell you exactly what you have to do the process manual. And we were expected not to deviate from that and we were audited. To assure that we didn’t, or, if we did that we had, I guess you would call it the permissions to do that. And, so it was probably six months after I had become a project manager, that I picked up an old copy of software testing and quality assurance magazine, STQA was called. And it’s now called Sticky minds. And it’s been around years and years, but it was laying on a coffee table in a room that I happen to be taking a break in so, in the back of it was an article by a guy named Ken Schwaber, who was describing this process that he used, it’s probably a four- or five-page article. And the magazine was a maybe a year old, so I was probably reading it in November of 2003. And it was probably late 2002 edition.

So I looked at the cover, and I said, this has been around a while because it was all this magazine was already a year old. But at the bottom of the article, it said if you want further information, please email Ken Schwaber, and they had the address down there. So I emailed him, I jumped on a computer and I said, this sounds fascinating and I work at a huge company and I’d like to try it here. And we’re having trouble delivering things under the traditional way. And we’re expected to comply with all of the compliance sections of methodology and I said I’d be interested in your opinion. And I don’t have the email response, but I remember it struck me because he, I’m paraphrasing here, but he basically said, hi, Tom, you’re either the dumbest person I’ve ever heard from or the craziest. Either way, give me a call and you put his phone number down.

So I picked up the phone and I called him immediately, and I said, hi, this is the dumb crazy guy that read your book, using Scrum at a big company. And we talked for probably 45 minutes. And basically, he did everything, I think that he could do to convince me not to do it. Oh, he told me this is going to be dangerous for you. I’m sure you’re just loaded down with processes that you have to follow, you probably have a rigorous compliance division, you probably even have a project management office and he goes, look, all those things that these huge companies use to govern their software development is exactly opposite of what we do. And so, I got to thinking and, he finally got to the point, he goes, Look, I think if you use this there, and you’re caught, you could get fired, based on what he told me. And I’m thinking fired for using this? Wow. I just paused and, there was one of those awkward silences, and I finally said, I’m going to do it anyway. And he goes, okay. And he said, well, if by chance, you get fired, and you need a reference, I can probably pitch in one for you.

Speaker: Miljan Bajic 11:43

That’s nice of him.

Speaker: Tom Mellor 11:46

He doesn’t even know me. And he’s go out on a limb for me. So I said, Okay. And then he said, if you try it, let me know how it goes for you. And I said, Sure, I’ll, oh, I got your email, I’ll drop you a line. And we started keeping that connection open. Because I tried it. And it worked. I mean, I felt that it worked. And we actually stunned some people at my organization, because we delivered a program much faster than they anticipated. Without the deviation and quality that you would expect. Now I will say we did avoid or even circumvent some of the auditing procedures. And I had told my supervisor, we were going to do that, because they were demanding this system, be delivered in a pretty short period of time. But we’re also working for a vendor, you may know the vendor EDS, the Rosborough’s old company. And they had no idea. Anything about what we were doing. As far as the processing, right? The process of building none of the nomenclature they knew the people I was working with, was, in any way familiar to them, they were sort of reticent to use the vernacular, the vocabulary, because it wasn’t broadly understood. And interestingly, it wasn’t full of acronyms.

Because all of these methodologies have nothing to do. [inaudible 13:33]. And it’s funny when you use an acronym, and then you look at somebody you go, do you know what that acronym actually spells out? And, they’re like no, I only know that the acronym. I don’t know what the entire phrases. So anyway, it worked. And I stayed in contact with Schwaber. And we started forming a relationship, mentoring wise. He was fascinated that I’d actually tried it fortune 50 company. I said I didn’t get fired, obviously. But I said, I think there will be some challenges and problems with this, because we’re not culturally, organizationally set up to do this very well because his concept, even back then was to have an encapsulated team. Right, an autonomous team that was dedicated to that work. And he closely aligned with the theory of constraints.

We talked about things like that a lot. He said, the reason we can’t get things done in these organizations is people are multitaskers . They’re working on way too many things at once. And I said, well, that’s a problem we have. He goes, if you just allowed people to be dedicated to work, you get that work done so much more efficiently and effectively, that you would amaze them. But because their minds are married to this manufacturing mindset, they don’t really want to do that with people. They think it’s going to actually slow work down. And he asked me one time he goes, you have way more work than you can do, don’t you? I said, Oh, God of course. I mean, would they want us to cook all of the meals on the menu and I said, we bake, we can basically get to one side of the menu any kind of lab. Well, you’re not in any unique position.

Speaker: Miljan Bajic 15:56

I mean, Ken likes to from the get go, he even invited you to serve on the Board of Scrum Alliance. How was that experience serving on the board?

Speaker: Tom Mellor 16:08

Yeah, I as we got to know each other, I had been involved in nonprofit boards since the 90s. In the early 90s. And in passing conversation, I talked about that, and I think that’s what caused him to ask me to come on was, we’d already had one board member, fellow named Steve Fram, and his dad was actually a university professor, and had written several books on nonprofit governance. And so Steve made his way onto the board, Steve was an aficionado of Scrum. And I think had been trained by Schwaber in it. But along the line of conversation, he discovered that Fram, his father, basically expert in nonprofit board governance and working so he asked Steve to come on, Steve was a startup entrepreneur in Silicon Valley, was extremely bright, and very even keel emotionally and everything. So, I think it worked out well, for the board to have Steve on there. And the other people that he had on the board were, I would call them qualified professional level people. He had a vice president from key bank. In fact, when I looked around the board, my first meeting, I’m thinking, if you really want to categorize people by level of position in their companies, I’m a peon. Yeah, I was a project manager and then Scrum Master. I mean, I was sitting next to people who were startup entrepreneurs, Vice President of a development in a bank, large, huge bank, and he didn’t really care about that. But to me, it was sort of a little bit on nerving that, and I think the thing I fell back on was, I’d had many years of experience serving on nonprofit boards.

Speaker: Miljan Bajic 18:35

So what type of stuff did you guys talk about? Yeah, what was some of the challenges? So, from 2008, 2010. And then he even asked, you served as a chair of the board, as well. So what are some of the, what do you if you reflect back, what are some of the biggest decisions that you guys, challenge that you had to deal with, just in general, like, as a board?

Speaker: Tom Mellor 19:01

So in nonprofits, the board is responsible for acting in a fiduciary capacity to manage the financial functions and the operational functions of the nonprofit. And there are certain state and even federal laws, like we have to publish a 990-tax form, and there’s quite a bit of leeway about whether you can make money in a nonprofit. And that’s been a discussion in associated groups that you and I belong to for many years. What’s too much money? And those are called reserves and it’s not unusual for nonprofits to have large cash reserves. And the interesting thing about that this nonprofit was it did not have a, what I call a fundraising division. In other words, if you look at the Red Cross or nonprofits like that, they typically have a fundraising division that goes out and solicit contributions, donations, things like that.

Here, we didn’t have that, because we had a fairly steady supply of income through certification fees that were coming in, because we were providing at that time, a unique certification, and it was highly in demand. And so we didn’t have to go out and solicit money from anybody. We didn’t have to solicit contributions. We didn’t have to get financing for things. We just had a steady cash flow into the business. And the thing was, is when you look at our operations, we had very little in expense, we didn’t own a building. We did all of our staff was contracted staff at the time, we had, I think, three employees, so when you looked at those kinds of things, we were really in a very unique position and an enviable position for many nonprofits. We were cash rich, and getting richer, and we were expense. We had strong expense management there, because we just didn’t have a lot of expenses. And that so really, the problem was serving on this board was, many of the people on the board didn’t really know how to function on a board. The by-laws were not always clear as to the specific duties, they were pretty generalized.

And the chair of the board, Schwaber was intimately involved in the operations, you hardly ever see that. Typically, you try to keep an arm’s length distance from operations, I mean, usually have a director or somebody that reports to you, right, and then you stay out of their business, you manage his performance, we typically reviewed performance twice a year and, I wasn’t on that committee but there was a committee that reviewed and Jim Kondo, when I was on the board, Jim Kondo was the managing director. And Jim had come from the Indianapolis Chapter of the American Red Cross. And he was a certified nonprofit executive. So I mean, he was a very capable, competent director, he knew how to handle the deal. And these directors know the political fraud that’s inside these organizations. There’s always politicization of what’s going on but it was paramount in this organization.

And really, the politics of it stemmed from the fact that one of the founders of the organization was so intimately involved in the management of the organization. In fact, basically did not believe he could make a move, I would say a strategic move, or even a tactical move in support of any kind of strategy we had without getting the blessing of Schwaber. And we on the board, were somewhat oblivious to that. I mean, we functioned I think as a typical board functions. We went through an agenda at our meetings, we had answers, looked at strategies, but we really didn’t have a lot of strategic thought because this growth of certifications was growing exponentially.

Speaker: Miljan Bajic 24:24

It was crazy.

Speaker: Tom Mellor 24:28

And $50 is a pop and sometimes they were certifying 10,000 people a month Milan, think about 10,000 people a month times $50 is $500,000. And that wasn’t every month, yeah, it was steadily increasing to the point where that was going to be the norm. And I remember having a conversation with Steve Fram around our concerned about are we going to get to the point where, we basically have so much money, that we’re going to draw unnecessary attention from the Internal Revenue Service. And so, we had a treasurer and he said, not really, because as long as we’re not profiting, in other words, no person is profiting from it, the institution, the organization can basically hold in reserves a lot of capital. We call it reserves, but, like he said, Dan Hansi, was the Treasury guy. Dan said he goes, Look, what happens if the economy suddenly takes a big dive, and this starts to dry up? Yeah, we still have ongoing fixed expenses granted, not a lot. But…

Speaker: Miljan Bajic 26:00

So what happened in 2010 rolls around you as a board member? And have to get Ken or you ask him to leave or [inaudible 26:17]?

Speaker: Tom Mellor 26:18

That was September of 2009. And I can’t really go into the minute details of that. We found some problems. Well, I wouldn’t say we found problems, problems were brought to my attention specifically, by some people. And it doesn’t matter who it was, it was somebody with knowledge, obviously. And so, I was at a conference in Denver, and I got this information. And I’m thinking, wow, this sounds peculiar. And so I called some other board members and I said, maybe we should get together and talk about this. I think I emailed them and made a call a couple of them. And I said, let’s get together and find out or at least figure out what’s going. And we did. So, we got together and I happened to be in Denver, with a couple of other Certified Scrum trainers guy named Lowell Lindstrom, who later became the interim Managing Director of the scrum Alliance for a while, and a lady named Michelle Slager.

And Michelle and Lowell and I were putting on a presentation at this insurance conference about agility in Scrum. Because, most of the people there, this is 2008, Most of the people there was that were not familiar with the concepts or anything. So we were going to have them do some fun things. And, just introduce the concepts too. So they weren’t really involved in anything except that I had to tell them I’ve got some scrum Alliance business I need to attend to here and there, and we were only had one session. So we did our session, and that was that. But we had some meetings, that we actually got together on a conference call while I was there, the person who had the information explained what had happened. And I remember thinking, and I wasn’t the only one that, what if the information now suggests that some impropriety had taken place?. And we, molded over for about, I don’t know, 10 days, what action we would have to take. And the conclusion we came to was, at a minimum, we would have to ask Kench Schwaber to step down as chair from the board. Because to us, the circumstances presented a clear conflict of interest for his service on the board.

And we were all in agreement of that, so well. I guess they’re sort of an irony here, but Schwaber was supposed to come to my company and speak. And I got a call from his wife, Christine and this is after I got back from Denver. So I got a call from Christine and she says Ken is not going to be able to make it to your meeting. He’s been in a serious accident with his bike and a car, he was riding his recumbent bike, and it collided with a car. And I said, is he hospitalized? And she said, yes, he’s hospitalized. So he was in the hospital in Boston, we continued to have discussions. And it basically came down to, we agreed he’s got to leave. We need to tell him that the best way is to get his agreement to leave, his voluntary leaving, that’s what we thought. And so, they said, the rest of the board said, you’re probably closest to him Tom, why don’t you facilitate the discussion? Meaning why don’t you talk to him? And, we called him and he was in the hospital. And he and Chris, his wife was there. And he wasn’t really reluctant about stepping down, but he immediately wanted to negotiate. And one of the things he wanted to negotiate is he wanted to keep authority over a new program that he was developing with Microsoft called the Certified Scrum developer program. Right, so he wanted to retain, for lack of a better word ownership of that. And I was sitting in my company space, right, this is on a conference call so I couldn’t see the, other board members. But I was thinking to myself, no, that’s not going to happen.

So I just woke up. And I said, we’re not going to do that, Ken, when you step off of the board, the board and the operations management, meaning Jim Kondo will take over all ongoing strategic initiatives, basically, is what I said. And he didn’t like that, of course, right. So the phone call ended with his resignation. I wanted it in writing, but he was in the hospital. So I said, I’ll follow up with an email to you. And I’ll confirm that you’re resigning from the board of directors of the scrum Alliance effective at 5pm, Eastern time today. And whatever date that was, September 17, or whatever it was 2009. So I did that. And I didn’t get a response. So that was notice enough for us. Yeah. so he’s off. And then it was about, I don’t know, there was, of course, the news of his departure from the board spread like wildfire through the organization, there was no way you were going to, we’re going to keep that from getting that. That wasn’t going to happen. And so I immediately began fielding inquiries and questions, and what about this? What about that? No. Okay. And we can manage that. I mean, that was be expected. But then I got a call from Steve Fram. I think we had our meeting on Wednesday with Schwaber and , late Friday morning, maybe early Friday afternoon, because I was in Central Time and Fram was on West Coast time. He goes, I want you to enter this URL into your browser, and I want you to look at it. And the URL was www.scrum.org. And I put it in and I was shocked. And I’m like, what? Steve’s on the phone. I go, what is this? And he goes, welcome to Ken Schwaber’s new business. And so I’m navigating through the thing, and it’s obvious that it’s a training business.

And it’s obvious to us and in fact, he’s already announced certifications. And I incredulously tell Fram who laughed at me. I said he can’t do that. He’s a certified scrub trader that’s against the contract. And I can remember Fram effectively telling me, do you think he gives a damn Tom? That made me even angrier, so that put into process, a link the [inaudible 35:05] call it a process, there were letters and, you’re in violation of your contract as a certified scrum trainer. You cannot represent competing organizations blah, blah, blah. Never heard a word back from him, Miljan. Never heard anything. The only thing I heard was he had posted. Well he sent me one email reply. And it said at [inaudible 35: 38]. That was the only thing it said, obviously inferring that my allegiance and loyalty to him are madly violated, right? But he condemned me publicly called me [inaudible 35:55] said I had no business, even being in the organization. I mean, this coming from a guy who didn’t beg me to come on, but I hope pretty good insistently asked that I come on the board.

Speaker: Miljan Bajic 36:10

And he liked you too , so he probably felt betrayed, right?

Speaker: Tom Mellor 36:13

Oh, he felt horribly betrayed? Of course he did.

Speaker: Miljan Bajic 36:18

But you had to do it I mean, what was going through your head? Obviously had a conflict too, you had a good relationship with him. But you also wanted to do what’s right.

Speaker: Tom Mellor 36:25

Right. I knew I had to sacrifice our relationship, because my duty as a board member specifically, called out in the by-laws. Yeah, it was clear to me. In fact, I guess my only regret looking back is that I thought we should have taken more serious action. And I did not support that at the time. Yeah, I didn’t. And that sits crossways with me sometimes. Yeah. Because, I thought what he did was great [inaudible 37:13] that there should have been more done than just asking him to leave the board. I know.

Speaker: Miljan Bajic 37:20

But if you look, with good, there’s bad with bad, there’s good, right? None of us would be where we are, if you take Ken out of the scrum picture. So, more than anybody else, I think even what he did, and his personality, we would not be where we are. Scrum wouldn’t be agile probably for at the moment wouldn’t be what it is, and what has become without Ken. So what are some of the things if you reflect back, you really appreciate about Ken? The things that, well proud to be his friend, maybe proud to, like hey, I’m associated with this guy. That’s yeah sometimes is, you going crazy with things and sometimes.

Speaker: Tom Mellor 38:25

I think pride is a little bit of a strong statement, I would say that I felt indebted to him. I mean, he really went out of his way to mentor me, I think more so than he did other people. I don’t know, because my relationship was quite personal with him. And we didn’t really talk about what his relationship was with other people. Whether he was helping other people or tutoring them or mentoring them, however you want to characterize it. I know it was quite close to Mike Cohn, because they trained a lot together and they actually started the scrum alliance together. So but his relationship with Cohn was more professional. That’s what I thought. they trained together. And they were friendly and continued to be even after Schwaber left the board and left the scrum Alliance. They continued to remain in contact. In fact, lots of the information that I got about how Ken was doing and things like that came from Mike. Because Ken would not respond to me. I reached out to him probably about six months ago by email just to see, never heard anything back. So and I think it really stuck in his craw.

Speaker: Miljan Bajic 39:53

What would you tell him if he did pick up?

Speaker: Tom Mellor 39:58

I don’t know. I would, my intentions would be to repair a relationship that went sour, over 10 years ago. I remember I ran into Sutherland in an agile conference. And he jokingly said, you should come to the coffee shop in Lexington where there both lived [inaudible 40:19]

Speaker: Miljan Bajic 40:20

I know.

Speaker: Tom Mellor 40:24

And I said, it would be interesting if I walked through the door. What would happen?

Speaker: Miljan Bajic 40:29

And Lexington is a dear place to me too, because that’s where I learned about agile. I went to school in Rhode Island and Lexington is this trip between Providence and Boston where all the big companies were so…

Speaker: Tom Mellor 40:43

More known for its revolutionary war history than anything. They just both happen to live in that area. And they meet in Lexington, they have coffee. So one time I was out at an agile games conference in Boston, and I drove by his house. I just wanted to see, I don’t know, for posterity, I guess I just drove by and looked and the lights were on. And I’m thinking I don’t have the nerve to stop. And I don’t think it would even be appropriate to stop. Here I am, probably within 100 feet of him. And I’m not going to be able to talk to him. And he taught me a lot. In fact, people will tell you when they take my classes and when I interact with other people, I can recall conversations I’ve had with him at least my recollections of them very vividly. Things that he told me, things that he instilled in me and I’ll never forget that I once called Tim to his face a mystical. I said, people see you as mystical. And he laughed, and he goes, what the hell do you mean by that? And I said, I don’t know you sort of mesmerize them. And the biggest time I ever saw that happen was in Minneapolis at a Scrum gathering. We were in the closing circles. So this is back in 2007, I guess.

Speaker: Miljan Bajic 42:18

Is it this one, you had to have two circles instead of one and people and people were freaking out?

Speaker: Tom Mellor 42:22

No, I’ll explain to you. So we’re in the closing circle, because Esther Derby, Diana Larson where there facilitating. And Esther had had a falling out with Ken, over whether the scrum Alliance should be nonprofit or should be for profit. Esther was quite insistent, it be nonprofit. And then she eventually bailed out of it. And she went over. Basically, Mike sided with her and said, we should we should keep it nonprofit. And of course, Diana was there and I don’t know what kind of relationship Diana had with Ken. He often had precarious relationships with people that had big names in the movement, often on kind of relationships. And it wasn’t for me to pry, and I didn’t get in the middle of them. But anyway, for some reason, he was not at the closing circle. He was actually at in the bar of the hotel. And at this scrum gathering we had, I want to say exactly 70 attendees. Now, I might be off a few. But that’s just the number that comes to my mind. There were 70 there. And there was a big roar over this notion that 70 people was way too many to have at a gathering.

That there’s no way and we certainly should never have more than 70 at a gathering. And it was getting pretty tumultuous in the room about this. Some people were like, well, wait a minute, we’re a growing community. Don’t you think we would expect to have more people and other people go, we’re going to ruin it, it’s just going to be overrun. And then pretty soon we’re into one of these big conferences and blah, blah, blah. And it was. So I went up for grabs, and I left the room and I went and I found him and he doesn’t drink. He was having a coke, he’s not a drinker. And so I said, I think you need to come into the room. And he looks up at me, he’s got those straw with coke in his mouth and he goes, he doesn’t even take the straw out and he goes, why? And I said because there’s a big argument going on about whether 70 people in scrum gathering is too many people. And all he said was, oh dear, he gets up. He doesn’t say a word to me. He just gets up and walks away. And he walks towards the room, the hotel, I guess you’d call it a conference room or whatever, right? And so I just get up and followed behind it. And he walks into the room and you would have sworn that the Messiah had walked into the room, honestly, the whole place just went immediately dead quiet you could hear a pin drop on the carpet in there.

And he went into this sort of Soliloquy about, think about it, we’re trying to grow a movement here. We’re trying to embrace people’s entrance into our community. We’re trying to help people gain traction with this blah blah blah, and he went on. And I remember he got to the end, and I’m thinking they’re in a trance, Milan, they’re in a trance. He’s got them in a trance. And he goes, who knows, someday, maybe we’ll have 150 at a gathering. Maybe even 200. And you can hear some of the gasps in the room like, wherever it ends up, let’s be a community, let’s help people understand and embrace what we’re doing here. And with that, that was it and everybody was happy, you would have thought we all drank the Kool aid. And I can remember I standing at the door thinking to myself, my God. I have just seen a deity completely in trance, his followers. I don’t know, I’m sure Diana and Esther were sort of standing back going, Oh, boy. But that’s the kind of belief that people had in him. It was surreal in some ways. I have had people ask me was cult-like? And I go, no, because in cults basically, there’s evil in those . I mean, if you think of Jim Jones, when he had the cult down again most people ended up committing suicide. I mean, this was not a cult, because I didn’t see it as nefarious or as evil. No, I just saw it as people really sort of like the minions, attached here to the god and anyway.

Speaker: Miljan Bajic 47:57

Now that’s really interesting. What would Jeff Sutherland done during this time I know he was CIO, a company around this time, right? He got involved maybe around 2010. When did Jeff……..

Speaker: Tom Mellor 48:13

Yeah, no, Jeff was involved early. Here’s the deal with Jeff. So if you go back, this is Schwaber telling to me that when they went back, when Trooper said, we need to get scrum out in the public. And he said that Sutherlands attitude was, if that’s what you want to do fine. I’ve got things to do. But that’s not a quote, that’s yeah, I came across. Jeff was about doing Jeff’s thing. That was, one making money, which you don’t blame the guy for that. But two it was, helping companies he was associated with, deliver products faster, better and that’s what he saw here. He did not see his position as being any kind of altruistic one. Where I need to get this out to the rest of the world to save the world, that he could care less whether anyone else used Scrum. And this is 94, 95, so Schwaber is the one that presented the paper on scrum OPSLA [inaudible 49:24] Programming conference, Sutherland as I recall, Sutherland really wasn’t involved with that. And Sutherland wasn’t involved with the creation of the scrum Alliance. I don’t think he was even involved with the creation of the Agile Alliance, although I may be wrong about that he had signed the manifesto. Yeah. Oh, but he did that. I think because he wanted a voice in having scrum be part of that voice.

Speaker: Miljan Bajic 50:05

Yeah. I was talking to Mike Cohn. And he said, I didn’t know this but he said that scrum Alliance came out of a program within agile lines. And which was interesting. I don’t think many people know that.

Speaker: Tom Mellor 50:24

Yeah. In fact, that’s how Esther and Mike and Ken got together because they were members of the Agile Alliance. And I grew up. The inspiration of it was Schwaber. In the Agile Alliance at the time, it was really an infant organization, trying to find its way. And my sense was, this never told me, but my sense from talking with Schwaber was, Schwaber was not going to have an influential position with that organization. In other words, if he started his own, and got some buy in for that, he would be able to guide that in that organization the way that he wanted it, that’s why, I won’t call it the dark side of Ken. But this is the side of Ken that was probably fought by Esther, cause Ken could probably see some money here. Right. And it did notch. It only made us laugh that scrum.org is a for profit organization, even though it has.org. URL, we laughed at that so hard. I can remember Dan Hints going, Oh, boy. He’s just taking it to the extreme. He’s put, the typical handle on the URL that you would see for a non profit. Yeah, holy profit

Speaker: Miljan Bajic 51:59

I haven’t thought about that. But that’s a really good observation.

Speaker: Tom Mellor 52:03

Oh, yeah. That irony hit us like, bricks in the face, man. We were like, oh, my God, he’s playing it for all it’s got. And it’s one of the things we never took away from the man was his shrewdness and his intelligence. And he had probably what most people would deem a fairly balanced combination of those two things. He was relatively shrewd. And he was also quite bright. And you had to sort of understand when he was being shrewd, and when he wasn’t. So. Yeah. And so Sutherland was never really interested in the scrum Alliance, his only interest was money. And this is the certification which just drove Esther crazy. It drove her crazy that somebody would pay for a certification that was effectively meaningless. That showed no competence, that had no way of assessing knowledge. We didn’t even have a test Milan, basically just got blessed at the end of the class, and you felt really good. And you boasted and you go, I’m a Certified Scrum Master. What does that mean you can do? I don’t know. But I’m a Certified Scrum Master.

Speaker: Miljan Bajic 53:47

But it was a good timing though. Because at that time, I mean that is now any different but certifications were a big thing, right?

Speaker: Tom Mellor 53:56

They were starting to emerge, I actually chalk it up to Schwaber as driving the certification process even more. So PMP had been around a long time. And it was the leading certification in the IT industry. But there…

Speaker: Miljan Bajic 54:13

I mean in any industry like PMP and what PMI did, and I remember getting my PMP back in the day. Well, not back in the day, I guess it’s been 11 years ago. So in grand scheme of things is now but it was a big deal. And the standard the PMI set, it’s like your you get respect from others, and when you get your PMP and it was, something that PMI did I think really about the position and to make it what it is.

Speaker: Tom Mellor 54:49

I asked Schwaber I said so well, how did you come up with certified scrum master? And he goes well we were starting to do the class and people that graduated wanted to know, what am I? Am I a certified scrumer? Am I a professional Scrumer? What am I? I don’t know the exact details of the deliberation I think Cohn was involved with it maybe but maybe not either. But I do remember Schwaber specific telling me that it was a thumb of the nose at PMI that they came up with CSM and he goes, if PMI can have the PMP we can have the CSM ,we will show them. And I said they’ve got, I don’t know. There’s 400,000 PMPs Ken. And he goes, we’ll have over 400,000 Certified Scrum Masters Tom.

Speaker: Miljan Bajic 55:55

Which is just crazy. I was looking at the report by indeed last year, and certified scrum master overtook the PMP. He must have been laughing but it’s also like, to have that vision and to…

Speaker: Tom Mellor 56:13

And of course, people love it when they laugh at your vision. And then later on it’s like, when I heard Jeff Bezos talk in 98 in Seattle, and he goes, you know what our vision is for this company called Amazon? If you can sell it, you can sell it on Amazon. And the whole group of about 150 people laughed at it.

Speaker: Miljan Bajic 56:34

You can just think about what people can , all the jokes that they can come up with, just after he said that.

Speaker: Tom Mellor 56:40

I mean, I can remember sitting in the audience and a guy couple seats down from me said this guy is certifiably crazy. I’m wondering how certifiably crazy is he now? He’s crazy because he got divorced and gave his wife $36 billion.

Speaker: Miljan Bajic 56:58

But still, yeah.

Speaker: Tom Mellor 57:01

I don’t know. It’s these kinds of entrepreneurs I call Schwaber that he had his company ADM, application development methods. His company ADM. In fact, originally, this scrum Alliance is operating under the ADM moniker? Yeah. Because it was, and that’s when they had to basically separate it out and take it nonprofit and stuff. But, when I say was shrewd, some of these things, you think the foresight of them is just remarkably brilliant. But sometimes it’s just a throwing of the dart at the dartboard. And thing sticks, and you go, wow, and it stuck. I can remember being on the board and looking at, I don’t remember the numbers, but I remember the trend line, go crazy going up, like there was not going to be. And everybody would say, we’d have a board meeting, they go, damn, we’re looking forward to level off, leveling off, just increasing at an increasing rate. So…

Speaker: Miljan Bajic 58:24

So, what do you think, based on words from alliances today serving on the board? How would you rate, what do you think? Where are things right now? And…

Speaker: Tom Mellor 58:36

Well, [inaudible 58:37] it’s a mature organization now. Right? So it’s gone from developmental. It’s even probably gone past cash Cal .And it’s now a mature business. It’s a mature organization. And the problem with these kinds of organizations is what happens when your population of potential purchasers starts to decrease, either due to competition or due to market penetration, what happened? And so, in some ways, and some trainers would agree with this, they’ve been their own worst enemy, because they kept putting more and more trainers out into the world. And people would say, let’s say there’s 300 trainers now, I don’t know what the number is, but people would say, in a world of 7 billion people, 7.5 billion people, two or 300 trainers is not very many. And even if you reduce that population down to let’s just say, technology people, right, there’s probably, two or 300 million technologies people in the world. So have you really penetrated your market? I don’t know. The problem is they haven’t differentiated themselves very well. And I think Schwaber’s organization has done that. Now Schwaber has stepped out of Scrum .org’s day to day management. I don’t think he’s doing all that well, health wise, but he’s effectively turned it over. And I think their current management is doing a good job of promoting it. And the other thing that I don’t know, for better or for worse, the CST is now allowed to be a PST, a professional scrum trainer.

Speaker: Miljan Bajic 1:00:40

Or any for that matter can teach save classes, you can teach whatever you want.

Speaker: Tom Mellor 1:00:45

So the branding has taken a hit, because it’s not that exclusive anymore. In any time, your branding, it’s like, when Coca Cola was an infant company, and that was the big thing. And then all of a sudden, Pepsi Cola comes along, and RC Cola comes along and now there’s Colas all over the place. Coke is still a dominant player, because it’s done a really good job of protecting its brand, promoting that. But, the same thing could be said with beers, Budweiser, King of beers, blah, blah, blah. But now craft beers have taken a pinch plus the population, the market has changed. You don’t have as many people drinking beer as you used to. So, and now people are…

Speaker: Miljan Bajic 1:01:42

Now people have doing the other drugs and things like that.

Speaker: Tom Mellor 1:01:45

Yeah, there’s competing substances . Don’t you legalize marijuana? No, I’ve got nothing to compete. Yeah, it and so those kinds of things, I think, affect the brand. But this, it’s an unusual situation, because its largest stakeholder group, its most vocal one, most political one ,is its trainer group. That’s the one with the most vested economic interest in the organization. And when it starts to feel pain, it becomes very vocal, and there will be people that drop out. I’m probably going to drop out in the near future, because I’m old enough now to work. I don’t want to train like that anymore. But what happens to a person like you, or even younger, I’m mentoring people that want to become CSTs. And they still have many years left of working life. So what’s going to happen with them, these things are going to evolve, they’re going to ebb and flow, but it makes people uncomfortable, uneasy about what’s going to happen with their future, because a lot of them have either heard or actually seen people like me make really good money off of this. And not just me, many. Right? So if there’s no doubt that this, that I was a huge beneficiary of this organization’s economic model,

Speaker: Miljan Bajic 1:03:34

I think we all are, that’s why I said we as much we’ve all benefited, it’s just not just people that are associated with Scrum Alliance, but just in general. It’s created a whole new set of opportunities for a lot of people that otherwise may or may have not, if I had to guess probably not. But it’s been very interesting from that perspective. And I’m not sure, what would I mean, what do you think is coming? If you look at the next five years, what do you think, what are some of the obviously we can just guess, but what do you think is something that people might not be expected?

Speaker: Tom Mellor 1:04:20

Here’s what I think is coming. So you’re seeing this, the pace of this increase rapidly, and I’ve talked to friends that are still heavily involved in programming, so you’re going to see no code programming taking over. People won’t be writing code anymore. So that’s the first thing you’re going to see. So you’re going to see the, longevity of solutions shrink way down, if it was long enough when we were doing it the old way, but now and it’s going to give you the opportunity to change things. You’re also going to see systems become simpler and less intertwined or coupled. Now, some companies are going to still have difficulty decoupling things. But as those companies start to fade out, like the company I worked for, they got highly coupled systems. But they’re either going to uncouple these things, decoupled them, or they’re going to go the way they’re going to vanish. Some of that’s going to happen. But younger companies, companies that are more organically institute these kinds of changes are going to drastically affect the market. So there’s still going to be processes that need to happen. Anytime you do work, you have processes in place. But I think what’s going to happen is in the next 10 years, people are going to look back and again, remember that thing we call the agile, remember that? People go now I don’t remember that. I read about it in a book. And I don’t know what’s going to come along. But I think that the cultural manifestation of what we call agile now, and that’s what I’ve pushed for the last three or four years, right? I don’t think Agile is a way of doing work. I think Agile is a way that organizations institutionalize themselves.

Speaker: Miljan Bajic 1:06:30

Being agile, right, rather than writing.

Speaker: Tom Mellor 1:06:35

And I think that’s going to become archaic as well. People aren’t going to say we’re agile, they’re going to say, Yeah, this is what kind of culture Yeah. We have a really open, strong culture, we have a very organic culture, things like that. The sense that you’re going to categorize it in the sort of dichotomized ways like we do now, either I’m so tired of this where you’re either waterfall or you’re agile, right?

Speaker: Miljan Bajic 1:07:09

Like buying [inaudible 1:07:10].

Speaker: Tom Mellor 1:07:11

In fact I am not sure you may do this, but I do this in my classes, I go, okay this is for a full refund of the class, identify where the term waterfall came from? Without researching, just off the top of your head, tell me where it came from. And I’ve had people go Winston Royce, and I go wrong. I said Winston Royce first described a process that was later called Waterfall, but he didn’t call it Waterfall. He called it sequential development. And it’s actually a paper written in 1974, by a business analyst that coined the term waterfall, which was four years after Royce wrote his paper, and I have the paper. So I pull the paper. Look at it, they go, look right here, it says waterfall. And I have this paper there. And they’re thumbing through it, they go, it’s a waterfall, ., but it shows this thing. And I go, you could call that the stair step process. I mean, he doesn’t call it anything except that he calls it sequential.

Speaker: Miljan Bajic 1:08:24

Which waterfall sounds just so much better ?

Speaker: Tom Mellor 1:08:29

[inaudible 1:08:29] yeah. So and I go, waterfall should never have been used to describe a culture. What you’re talking about is a traditional, autonomous culture, driven by traditional management, that’s what we’re talking about, and I said, there’s still a place in the world for defined sequential development. There is, and there’s still, there’s always a place in the world for empirical based development, but an organization that we would call agile would, as I always say, would hand the problem to a group of people and go, here’s the problem. Go figure it out and solve the problem as quickly and effectively as you can. And we’ll support you, that is what was the basis of the new product development game paper, right? In that paper, these autonomous teams were fully supported by management. Like, what can we do for you? What is it that you need from us, so that you can solve this problem? Because they put a timeframe around the problem, typically 90 days, they go, we got to have a new print out in 90 days. We have to have a new concept vehicle in 90 days. So, and that’s why Schwaber told me one time he goes, I’m glad that they fight with each other over waterfall versus agile. But he goes it that isn’t the fight, Tom.

And I’m like, what’s the fight Ken? He goes, the fight is do you give people the authority and the autonomy to figure out how to do the problem? Because organically, they will do that in the way that we describe. They will do it that way. And I’m like, wow. And he goes, absolutely. He goes, they only do it the other way, because they’re told and forced to do it the other way. But he goes, if you just gave them the freedom and the latitude, to organize themselves and approach it how they should, which is exactly what we did in my organization, we just said, we’re not telling you, you have to use Scrum. And we’re not telling you, you have to do any kind of defined process, we’re not telling you, you have to do that. We’re telling you, you figure out how to do this. And what does your experience and your intelligence tell you about? We got things done a lot faster, Milan, and a lot better. Right? And did we use Scrum? I don’t really give a damn whether we did. All I know…

Speaker: Miljan Bajic 1:11:21

This is a means to an end, right? In a sense, it’s about agility and having options rather than …

Speaker: Tom Mellor 1:11:29

Agility, Schwaber told me is the ability to move Omni direction quickly.

Speaker: Miljan Bajic 1:11:36

Which is having options.

Speaker: Tom Mellor 1:11:41

When you’re in sports, you’re agile because you can move quickly, one direction or another. Right? That’s what an agile athlete does. When somebody goes, that guy’s really agile. What they’re saying is that guy can move, change directions on a dime. Whether he’s dribbling a basketball, or he’s dribbling a football, a soccer ball or anything like that, whatever he’s doing his agility suggests that he can move quickly, in any direction that he wants without changing stride. And that’s why, and see this is the shrewdness of Ken Schwaber coming up. He thought [inaudible 1:11:23], I was like, it just drives me crazy [inaudible 1:12: 26] you’re fighting, cause it shouldn’t drive you crazy. It should enlighten and please you. I hear he’s so yeah, he’s a lot brighter than I am. And I’m looking at him. He goes, think about, the more they fight, the more we stay out in the front. Right? If we were to change the world overnight, and everybody was to suddenly do Scrum, we would lose all the traction we ever had. But because we have resistance, it actually helps us. And he goes that’s why I condemn what they do, but I don’t fight them.

Giora Morein: Current Trends and the Scrum Alliance | Agile to agility | Miljan Bajic | Episode #14

Giora Morein

Speaker: Miljan Bajic 00:32

Who is Morein, what’s been your journey when it comes to agile, or this agility world?

Speaker: Giora Morein 00:47

Yeah, so I started off my career as a software tester. So in the mid to late 90s, at the height of the .com boom, I was a tester for a little while, at some point, I tried my hand as a developer and I was a really, really bad developer, like really bad, super bad. And I think for a lot of people like me, who are passionate about technology, but not particularly talented in technology, I started off sort of, I spent most of my project career as a project manager, right, I got PMP certified and I was really good at it. So maybe I think some people think that a lot of the Agile guys went towards agile because they were they weren’t very successful using the old model. And that wasn’t the case for me, like I was a turnaround project manager and I did pretty well in that world.

And somewhere in late 2001, early 2002, I got promoted to head up this professional services group responsible for growing revenue and increasing profitability. And finding new accounts. And this was a little while after 911 and the .com boom and come to a close and I looked around my organization, I realized that we had zero competitive advantage we didn’t have any proprietary software, we could leverage, we didn’t have any IP, we could piggyback we had the best people just like everybody else did. And so we use Scrum to create that competitive advantage. So one of the guys I was working with George Schlitz, he sort of introduced scrum to me and so we use that as our competitive advantage. So at a time when, if you’re one of our customers, you’ve gone to one of our competitors. And in the first three to six months of engagement, maybe ended up with a report or discovery statement or some specification, but in that first three to six months engaging with us, you ended up with the live deployed product and so seeing that transformed our business and seeing how that transformed their relationship with our customers.

But most important for me, seeing how that transformed our relationship with our people, just improve retention and engagement and reduce churn. I decided very early, this is how I wanted to work right now. There’s no way I would have guessed in like 2004 that one day, this is how everybody was going to work. But I decided very early that this is the way I wanted to work. And so in 2005, I became a full time Agile Coach and Trainer. And pretty much since then, I’ve been spending most of my work time either helping organizations introduced Scrum and Agile or improve their adoptions or mature them or scale them somehow and I’ve been fortunate to work with some amazing brands and all kinds of different industries work heavily with companies like Fidelity Investments, and StateFarm and Accenture and Blizzard Entertainment and Nike, an, McKesson and Bell Helicopter and a whole bunch of other companies that probably just can’t think of at this very moment.

Speaker: Miljan Bajic 03:46

What are some of the common things that you’ve seen across those companies? Like when you think about the current state of agile a lot has change since 2005, but also law has not changed. So what are some of the things that, reflecting back you’re seeing now and patterns that you’ve seen organizations trying to adopt agile?

Speaker: Giora Morein 04:07

Yeah, I think it’s a great question. I think one of the things that shows up a lot, at least from my field of view, is that there’s a maturity that comes at the overall adoption of agile the way organizations think of it. And that seems to be a pretty common pattern. Some companies fast forward, some a little bit slower. But for example, in most organizations, certainly in the mid-2000s, most organizations started dabbling in scrum because some manager somewhere had to get something done, you know, had to do something impossible, had to do something important, and they got just enough permission to try this new thing. And it was successful. And so all of a sudden, like their peers, other managers somewhere else said, oh, I want me some of that, what he or she did over there and so they started doing, so there was series of skunkworks that usually started off and then eventually somebody usually in some PMO or maybe it’s a centralized methodology office say, well hang on a second, there’s a lot of that stuff going on. We need to somehow institutionalize that, like, we need to create our version of that thing, that agile thing. And they did, right. And so usually, that’s what I call sort of, we go from skunkworks level to sort of institutionalized project level agile, where every project has a fork in the road where there’s a decision, do we do Agile? Or do we do that traditional SDLC approach? And then quickly, organizations realize it’s not that simple. It’s not as simple as how do we do projects.

Because when you shift to this sort of collaborative, adaptive approach from a more coordinated, sort of predictive approach, it changes everything, it changes how we structure teams, it changes how we fund and budget for this work that we do, how we recruit, who we recruit, how we incentivize how we measure success. And so the ripple effects of that simple decision, right? Are we doing this way or this way, is far more than just how you work on a project. And so companies start to realize that and they realize, well, now it’s more of a transformation. And that’s usually where the transformation parts are really kicks in, where we need to become an agile organization, which usually starts at some delivery place, right? Some development, not everywhere, usually not the legacy places, but the places that are maybe more customer centric, where we need to get things out the door faster, and then they start to work that way for the route. And one of the important things that I’ve realized, and I think a lot of organization realizing is that it never ends that.

So I think transformation is a problematic word, because it implies some metamorphosis that starts off sort of in a cocoon and ends up as this butterfly. But I think in reality, it’s a never-ending transformation, transformation is the new norm. And so I think that, where I think a lot of organizations get surprises, they think we’re going to spend this amount of time and this amount of money, and we bring in these coaches and consultant trainers, and then we’ll be there. And I think the reality is, is that there is no there that there’s constantly an evolution, as companies grow as their markets change, as their managers shift. If everything stayed the same, then I think maybe that sort of transformative idea of start to finish might work. But it doesn’t as your organization is adopting and transforming. So is everything around you, the market your customers, if you look at the global pandemic, this is sort of put that on steroids, where you have to adapt really quickly. And so I think this is sort of maturity where organizations start to realize that.

Speaker: Miljan Bajic 07:35

Yeah, and I want to talk a little bit about big visible and how you started, I think big visible is, I got exposed or at least heard of big visible, I think from Bob Sarni. Can you talk a little bit about how big visible came about some of the people I think, you know, I was talking to somebody and you have an eye for talent, in a sense, somehow you seek people you understand. And I think if we go back to big visible, there are some great trainers and coaches that work. So maybe talk about how big visible came about how the journey went as far as selling it to solutions IQ and [inaudible] [08:21] behind it, I think it would be helpful just to record that in the history books as far as big visible, because I don’t know, correct me if I’m wrong, but big visible was one of the first or agile consulting and coaching companies, maybe I’m wrong, but is that true?

Speaker: Giora Morein 08:42

Sure so, the story big visible is a pretty long one. But if I can condense it big visible, I think we were, I don’t know if we were the first but I think we were certainly in the forefront of what I think we used to call or maybe we still call embedded coaching beside idea that coaching isn’t just something you show up on for two or three days. At the time when we launched big visible in late 2006 2007. The alternative model was what was known as the rally model right, rally at the time was the leading tool provider, they also provided services and they would sell these three pack, five pack and that was essentially three days or five days of coaching. And the goal there was to get you started well enough to use the tool. At least that was my interpretation of it, our interpretation. But there were a lot of coaches out there who were certainly as independents working longer right would show up and be there for the duration. And so, George Schlitz and I we sort of looked around and we realized, well, like I think at the time George was working for ThoughtWorks and he was doing what were a project at Barclays traveling from Boston to San Francisco every week. And then I knew other coaches who were flying from all over the country into Boston every week.

And so originally, it started off with this regional model, right, which sort of said, Look, let’s trade planes for cars, where, let’s take really talented coaches, where they’re located. And let’s see if we can put them to work doing good work at local customers, because then we can support those customers better, we can service them better. And then also those customers arent paying for travel. And so that was sort of the rudimentary initial idea. And that’s how we started off, right, so we start off sort of very localized in sort of the Boston area. And then at some point, George moved to San Francisco. And so we built out sort of the west coast there. But as we started getting larger, and we started working with more and more customers who are more national, or international, at some point, that model had to change that just wasn’t enough, right. So think of your large fortune 500. Client, like they have sites all over the place. And if you’re really going to support them, it’s not enough just to support them where you are, you have to be able to support them where they are. And so the basic idea was just, we call that a talent monopoly, if we could find the best talent, if we could recruit the best coaches, the best trainers, then everything else would take care of itself, right, then it would be easy to sell them, it’d be easy, we wouldn’t have to worry about satisfied customers because they would be. And so it was a very simple sort of philosophy. And quite frankly, we never plan to grow it to sell, it was really just a way to support you know, what we wanted to do, as founders do the kind of work we want to do, if we had a slight larger footprint, we have more choice or selection of the type of work we want to do. And quite frankly, we grew by accident. So I remember. You know, George, and I would talk on the phone and we keep using the reference of 10 people, we have 10 people, we got like 10 people, 11 people, that kind of 11 people.

And then one day I was sitting I remember in a hotel room in Hartford, Connecticut, we’re on the phone. I’m like, you know, we keep saying 10,11 people, but maybe we should count them. And we had 18 people. And so and then got fun. Right then we brought on Jim Cundiff, who’s previously Managing Director of the scrum Alliance, he joined I think, in 2010, or 2011. To help us grow, we’re able to add some other talented folks like Howard Sublette, and others. And so the basic idea is to fill the room with people smarter than me, that was essentially the philosophy. And so we had some amazingly talented people and people who are tremendous coaches, and some of them have gone on to do some incredible things. And, one of my proudest, I think, accomplishments is the idea that I helped create a company that other people want it to go work for, right, this idea of a destination company. I was talking to some former Big visible sort of people, and they say, we feel like we still work at Big visible, but we’re just we’re temporarily assigned somewhere else right now. And so I think that’s certainly something I’m very proud of. And it’s the thing I miss the most about it.

Speaker: Miljan Bajic 13:25

How do you come up with the names big visible, think louder, is this something that you come up on your own? Like, what’s your process for, coming up with the names for companies?

Speaker: Giora Morein 13:38

I wish I could tell you that it was like, I meditate for 30 minutes, and then some light bulb moment goes off, and there’s the name. So I think big visible was a product of a we had no money. So like we couldn’t buy someone’s brand or buy someone’s domain. We didn’t have any money to spend on it. And so I wish I could tell you that big visible was the first one we came up with, and that’s the one we did it wasn’t there was a long list of things that we were looking for big visible just happen to be available when we look forward. And so it wasn’t the only domain we bought, like we bought through a four and I think we just said well, big visible is related to agile, right? This idea of big visible charts and big visible information radiators, so it had some association with agile, but I think more than anything what I liked about the name and sort of my current company, which is think louder is the name is aspirational, right? So it’s something that you want to aspire to you want to aspire to be big and to be visible you want to aspire to be able to sort of think louder. And so I think what I like about those names is aspirational, but I got to be honest with you. There were other names that were nowhere near as successful. So I think we just got lucky that was available.

Speaker: Miljan Bajic 14:58

Nice. Yeah. I just think both of those names are pretty cool. And they are inspirational like in the way that you said, you mentioned, Howard, what would you do if you switched places or you were in our shoes as far as the Chief Product Owner, or the president or whatever you want to call it, somebody that leads this from the alliance? What would you do if you were Howard?

Speaker: Giora Morein 15:26

So I think Howard, as the head of the scrum alliance is right now in a really challenging spot, and full disclosure, when they were looking for a CEO, prior to the when they hired in the previous round from when they hired Howard, I was one of the candidates for that role. I think I was one of the two finalists for that role. It’s a job I really wanted. And ultimately, I think the board decided that I was the right person. And I suspect because A. I was too expensive maybe. B. I was pretty adamant that I wanted to bring in my own team, that I thought that ultimately that the team at the time that the scrum Alliance had lacked certain leadership in specific areas. And so I think the board was looking for someone rather, that was really excited about working with people who were there.

I also think that the board at the scrum Alliance is a challenging one to work with, for anyone for any CEO, mostly because there’s a lot of turnover, right? The way it’s structured is, there is a lot of new community members coming in like every six months, there’s a vote or some like that, and then every two years, there’s another vote. And so it’s very difficult to work with them. Because it’s very unstable. There’s new people, so they don’t go through protracted periods of stability where they can operate as a unit, you have to keep introducing new people, reorient them to the mission, reorient to the people. And so that coupled with the fact that for the longest time, we had interim CEOs, right, we didn’t have permanent CEO roles where even one of the CEOs prior to Howard was previously on the board. And so historically, the board took a much more heavy handed approach, like they were responsible for a lot of decisions, and which might be okay. But then when you add the fact that it’s so dynamic, its membership in some flux, it’s very difficult to see any sort of consistency in that. And so that was certainly and so I think that that was the right decision, I think that I wasn’t the right person, for that job, as much as I wanted it. And I recommended Howard for it.

So when Howard was applying, so I was one of the people who recommended him. And I think that Howard’s done a commendable job. I really do. But I think that the scrum alliance has been on a path for a while that not just Howard, but I think his predecessors have been very hesitant to move off of right. And so I think there’s a number of challenges that historically it’s had is number one, what is the value proposition of the organization, right? Like, why are they around and unfortunately, so this idea of transforming the world of work, although it’s a cool soundbite, but it doesn’t actually at its surface mean anything, like I don’t know what that means. Other than that, it sounds good. I like the word transforming. And we certainly like the world of work. And so it seems like it means something. But also, I think that the products that the scrum Alliance has are rather disconnected right, like coaching and training, there’s very little relationship, at least in terms of how the scrum aligns position them, if you go to the scrum Alliance website, you can get certified or you can go Agile, and one means coaching and one means training.

And so I think if I were in Howard’s position, I think number one is there needs to be sort of rethinking of some sort of unified product strategy that should be connected. And so that’s the first thing the second thing is they fall into a trap where we need to make our different products somehow look the same so we can somehow market them right and so everything now is like, CSM, ACSM, CSP, right CSPO, ACSPO CSP so now there’s going to be a CSD and ACSD. And so it implies that the pattern that the product roadmap is the same for all products, which is highly unlikely if you think about any other product space that’s trying to solve a particular problem. Like they need to be looked at, sort of as independent products trying to solve specific problems for specific customers. Because if you look at those different product sets, they have different customers, they’re they have different goals, they have different users. And so just like we advise our customers and we coach them or train them, I think the scrum Alliance needs to reexamine that. And I think it needs to sort of revisit what its ultimate what’s its business model, right because it’s starting to look more and more like everybody else. It wasn’t always the case. But it’s very difficult now to differentiate the way the scrum Alliance, the role that it plays in the market versus some of the other alternatives that are out there.

Speaker: Miljan Bajic 20:12

Yeah. What do you think as far as the Scrum Alliance, and the trainers and coaches that are part of Scrum Alliance are highly qualified, right, the process that everybody goes through, is scrum Alliance doing or maybe how would you read or do you think Scrum alliance is leveraging trainers and coaches, effectively, for branding?

Speaker: Giora Morein 20:36

I mean, I think that there’s definitely a lot more opportunity, right, so I’m not a certified coach from the scrum Alliance. So I’m hesitant to comment on sort of what that community is like. But certainly, if you look at the trainers, we’ve got like maybe 300 Certified Scrum trainers or somewhere there about us. I’m willing to bet you if you were to check those contacts, those people have they probably spend like the fortune 5000 right across those 300 people in terms of the companies that they’ve worked at, or served or people that have gone through, it’s pretty far reaching. And so I think the network of those trainers could certainly be better leveraged by the scrum Alliance. And so I don’t know exactly what that would look like, or how that would look like. But I think there’s a tremendous opportunity there to do more. I think the scrum Alliance from my perspective, and I don’t feel like I’m in it, so I can look at it sort of slightly more, external. Like, I think that the scrum Alliance has a tough time with the coaching value proposition. Right? And is it always been the case like, what’s the value, not of a coach, but a certified coach.

And that’s the problem, right? I think that unit formerly we understand what the value of an agile coaches are, maybe more and more people do and in a scrum coach, but then there’s a question about why, like, what do I get it from certified? Like, what’s the benefit there? And so I think part of the problem is the scrum Alliance isn’t promoting coaching, right. They’re promoting certified coaching, and quite frankly, even I have a tough time, sort of articulating that value proposition, right, like, so I think that I don’t know how well the scrum aligns vert the people that go through, right, I don’t know what that process is. But I’ve always thought that if you’re going to have sort of a model, sort of a triangle model with the people at the very top are supposed to be the experts of all experts, then you better make sure that they are right, and then build a brand around that. So, you know, CC should be the best of the best. And, you know, CSTs should be the best of the best, and that’s the brand. And I’m not sure that that’s the there’s a universal consensus that that’s the case.

Speaker: Miljan Bajic 22:54

Yeah, I agree. And I mean, it may have been you or somebody that mentioned, you know, like, as a CST, you used to be able, like, the brand of CST was lot more influential, you know, 10 years ago, then what it is today, and I think Same thing goes with the CC brand or product never got to that level. But they are I went through that process. And the vetting is rigorous as for the CST, and you do have to have the background. It’s just I think, from a positioning like, you know, you should have all of these companies are looking for qualified coaches, knocking on CC, CDCs doors, saying like, we want to work with you, because we know what you went through and what you represent, in a sense, from experience from knowledge standpoint. So that’s something that.

Speaker: Giora Morein 23:49

Yeah, I think that maybe looking at the trainers and the coaches and treating them the same as part of the problem, right. And so if you go back 10,12, 13, 15 years on sort of history, first of all of the CSTs and I’ve been I’ve been in that community long enough where I can remember and then how the what was then the was CSCs, how to get started, right, the Certified Scrum coaches before we had a CC and a CTC. So prior to all that, the CST was the coach right like understand that. You couldn’t become a CST at least back then, without being showing deep deep practitioner not just as a scrum master and not just as whatever but as a coach, which meant you brought the coaching capability when you hired that trainer. And so when we talked about the best of the best, it was the best of the best practitioners, right? These are the best of the best of practitioners in this field. And so when you hired a CST Yeah, they were calling Hold the trainer. But what you were hiring was an expert, right? You were hiring the best of the best in this field, when the CSC got started in order to differentiate the two, right? That’s when sort of that this idea that bifurcated, well, one is a trainer, and one is a coach, and they’re different.

They didn’t have to be different, like they’re different in terms of function, but they didn’t have to be different in terms of role. But at the time, I think when the CSC first came about they had a really tough time promoting that value proposition. And so I think that put it on a path where once it got split into two, it became very difficult for those two things not to be competitive, because I don’t know how it is today. But for the longest time, the overlap of CSTs. and CES or CSCs was something like 70%, or 80%, which means 8 out of 10 people who are certified as a coach, were trainer. And so I think anybody else looking at that would be like, well, why do they need to be separate? Why not make that the requirement for being a trainer? And I think one of the reason was, because we wouldn’t have enough coaches maybe or some like that we needed more volume.

Speaker: Miljan Bajic 26:11

Also, I think still we struggle with defining what Agile coach is, right? Like, in a sense, so what is an agile practitioner? And if you look at it, like you said, it’s both of those things, it’s also understanding organizational design. It’s understanding, you know, the concepts. So you know, from lean, it’s like, you’re the expert, right, like you said, and I think as a community, we’re still struggling, ask, you know, 10 people, how they define Agile coach it’s different, even in the CC community, or CSC. there have been discussions where we need to sit down and redefine, what does it mean to be an Agile coach?

Speaker: Giora Morein 26:58

Yeah, I think, you know, I certainly we as a community over the years, we tend to find stuff to debate, right. And it’s more of a mental exercise than sort of a real market facing one, right? Like, why is Kanban better different from agile or why whatever. And so, like, this is this is largely, in my opinion, just a fun exercise that we like to debate and argue internally, because one of the things we do really badly, and maybe it’s one of those things where the cobblers kids always have no shoes. But we don’t apply the same market facing thinking to our own products and our own community, the way we recommend and advise and consultant coach our customers to write like we don’t, if you think of sort of your product owner class, maybe you do an empathy map of your users or your customers, or maybe you sort of think about what’s the job to be done, like, what’s the job that someone’s hiring this product to do? We don’t do that with coaching, right? And so instead, we debate well, what’s the difference between a consultant and a coach and a mentor, and an advisor, and whatever. And at the end of the day, if we just stopped and looked at it from the perspective of our customers, and define our product that way, right?

So define the product that the customer needs, not the one we want to deliver or the one we want to produce, like, that’s the classic trap, right? Like if you’re coaching a product owner, the first piece of advice you tell them is, don’t build the product you would use, build the product your user, your customers wants to use, but we don’t do that. And so we end up with this debate of what’s the difference between this and the other thing, but in my opinion, if you put yourself in the position of the customer, the customer is very clear in terms of what they want, right? They want a successful outcome, whatever that means contextually to that company, that organization, but if they’re going to spend money on your time, right, if they’re going to spend money on your services, they’re doing it because they expect some sort of positive outcome at the end of it, right. They’re not going through the same mental exercise we are, like when you show up to do your day of coaching for them. For you, you might make sure like what’s my coaching stands and what’s my whatever, but from their perspective, they don’t care. Right? Like they want to make sure that they get ROI on their time in terms of something tangible, both short term, maybe long term.

And so I think that if we want to have a debate, let’s debate the best way to position that, versus I’m a, you know, coaches and prescriptive and consultant is or whatever, like, honestly as a guy who spends the majority of my time talking to customers, I can guarantee one thing your customers don’t care.

Speaker: Miljan Bajic 29:35

That’s a great point. And obviously COVID has changed the game is influenced, you know, and, you know, coming back to talking to the customers, how, from your perspective, how has it changed from a customer standpoint, and maybe how has it changed from our coaching and training perspective? How has that changed the game.

Speaker: Giora Morein 29:55

I think the pandemic has been very interesting experience in so many different levels. It’s also I must say, it’s been surprising how people in our own community have responded, right? Like I remember when as a CST when classes went virtual, and you couldn’t do them in person anymore, right? You saw how some trainers reacted the same way different industries reacted, some trainers said, I don’t know how to do this, I don’t know how to virtual, I don’t want to do virtual. So I’m going to take a sabbatical, I’m going to sit this out for three or four months or six months, I’ll be back at the end of it going back to the same way we did before, right. And so they stopped. And just like some restaurants who were shut down like oh, we don’t know how long this shutdown is going to be. Let’s close our doors lay as many people off as we can take a sabbatical, we’ll ride it out three, four months, six months, how long could this be? We’ll come back at once we know. Right. And so I think that we teach and coach about taking an inner approach to deal with uncertainty, trying to iterate solutions to adapt when you don’t know what the future holds.

And yet, it’s so interesting to see how people in our own community, right when put to the test, I think are really exposed in terms of how what their tendencies are, right, and what they’re going to do. I’m going to go take a full-time job to ride this out, because I don’t know what it’s going to look like, or I’m going to sit it out and write a book, I’m going to sit the next six months writing and doing things. And so essentially, the bunch of people treated us as temporary. And so one of the first things I teach or I coach, my customers is, beyond the crisis, once you get past the crisis, be careful not to apply any solution in the short term that you can’t live with in the long term, right? Because that’s a surefire way of too crazy, sort of unsustainable solutions. Like if you decide, like, for example, in the pandemic, I’m going to keep my kids at home for the next three months, because I’m afraid to let them out. But then after that, you know it will be fine. If you can’t live with that for a year, then then don’t implement it as a three month solution either, right?

Like you have to commit yourself that this might be a long-term thing, not just a short-term thing. And I think a lot of instructors, a lot of trainers, a lot of coaches said, well, this is just temporary, right? So we’ll be back. And I think if there’s one thing that we’ve learned is that it’s not temporary, and we’re not going back like, Sure, a year from now isn’t going to look like today, just like it’s not going to look like a year ago. But like 2019 isn’t coming back. Right. It’s not coming back and anyone’s model on, we’re just waiting for that to get back to that, I think is setting themselves up for failure. And so I think we’ve got customers who’ve realized that we’ve got practitioners and coaches and trainers who are realizing it. And I think in the process, we’ve realized that we can get really good at doing things virtually Right. Like before, even for me personally, like there are services and coaching that if you would have asked me in January 2020, can I do this for you virtually I’d say no, there’s just no way it would be done. But the reality is, I was just never forced to explore it, right that I’d gotten, I had 15 years of experience of showing up at your doorstep and helping you in front of you. And so I got really good at that. I didn’t get good at doing it virtually. But the pandemic has forced us to get good at doing it virtually where there’s the tools or the approach or the cameras and lighting or the things that you use. We’ve gone over the last year.

Speaker: Miljan Bajic 33:30

[cross talk]

Speaker: Giora Morein 33:34

But what I mean is like, over the last, I mean, your lighting is actually looking pretty good. It matches your virtual background, it blends in nice. But what I mean is like I literally have spent only the last year doing things virtually. And I’ve seen, you know what I can deliver be so much better in just 12 months or 13 months, I had 15 years prior of doing an in person. And so if you think about as our capabilities grow, how we’ll be able to deliver services and coaching virtually, I’m pretty excited about that. Like I think there’s a lot more things that we can do, which all of a sudden means that we become more accessible, right? Like you can now support teams that you couldn’t before, there are organizations that you can now work with. That just wasn’t feasible before. And so I think that creates tremendous opportunity. I’m pretty excited about that.

Speaker: Miljan Bajic 34:27

Yeah, and you’re big on data analytics. You’re big, obviously talking to consumers. Yeah, I think in my opinion, you’re really good at reading the market. You experiment a lot. What do you think is coming in next couple of years that probably many are maybe not aware of yet or don’t fully want to admit it?

Speaker: Giora Morein 34:47

I don’t know if I’m right or not, because I tend to you know, I think the reason why I experiment a lot is because my base position is usually that I’m wrong, right? So I tend not to value my own opinion maybe as much as others do. But my opinion, first of all, I think in the next three to six months, we’re going to see a lot of volatility in our marketplace. Right. And especially as trainers, I think that there’s a world of people who’ve been sort of spent the last year closed in doors. And so now that they can go out because of vaccines because of sort of a changing landscape, I don’t know that they’re going to want to sit home and do virtual classes, but I’m not sure they’re running to get into a class either. And so I think there’s going to be a period of volatility when there’ll be, it’s very unpredictable, right? So we’re going to see the level of complexity in our marketplace, sort of significantly increase over the next three to six months. A year ago, the answer was easy, right? It wasn’t easy to figure out. But at least the question was, we knew we couldn’t do things in person, we’re now going to be doing virtual. That’s the only option. So that was the answer you didn’t have to consider well, if it’s not virtual, what’s the alternative? There is no alternative.

Today, I think in the next three to four months, you’re going to see that change a lot. Right. And that I think that once we get past the next three to six months, I think we’re going to find some new normal, where I do think that there’s a segment of the population that doesn’t want to take classes, virtually, maybe their expectations are pretty low and not something they want to experience. I think the last time I saw the scrum Alliance numbers around their certifications from you know, from January 2020 to 2021, I think they were down like 9 or 10%. But if you consider the fact that they’re all of a sudden part of the 2021 numbers included people who couldn’t before go to a CSM class, right, because they weren’t close to a location that like trainers would go to, right, they were somewhere, you know, more than 60 minute drive from someplace where people go do trainers, and all of a sudden, so those people started taking classes, whereas before they couldn’t plus, the price point has gotten low enough where it’s become more accessible, right? There are people now who can afford to take these classes that you know, because they’re 600 Pop, or 500 pop that just couldn’t or wouldn’t spend $1,000 or 1100 or 1200 a pop when it was in person. And so I think that, even though the numbers are still only down 9 or 10%, I think because it includes a brand new set of customers that weren’t part of the set a year ago, that there’s a group of people had COVID never happened and the growth would have would have continued.

There’s a big chunk of people who have held off on getting this training on going down this path that now when it starts opening up again, the question is, will their resume, will they want to come back to it? Right? And I think they would. It’s just, it’s unclear how and what interest level and what that’s going to look like. So I think the next three to four months, five months, I think past the summer until we get to sort of late q3 or q4, I think we’re going to see a lot of volatility, my opinion into how I see what I think is going to happen, say next year. And again, I’m heavily involved more in sort of the training market than other things. But I think that I think there’s going to be three types of like CSM or cisbio classes, I think the markets heading towards two to three types of experiences. The first is what I like to call the special experience CSM, right because you want to go to that class because of that instructor. Right. You want to go see Mike Cohn’s class because it’s Mike Cohn. And so you’ll travel to go there, you’ll pay a premium to go there. Or maybe it’s a special experience, like we’re going to do a CSM with 3d printers. Right? And so yeah, because it’s a physical product thing, we’re going to go somewhere because the experience is what the value proposition is, and I’m willing to pay more for it. I’m willing to go somewhere and travel somewhere to get it. And so I think that those people who can put on that type of experience that special experience, right, for hardware for gaming, right we’re going to go do a Minecraft CSM.

And so I think or someone with a very well-known brand, I want to go and experience Mike Cohn’s class, I want to experience Jeff patents class. And so I think those will, you know, will be one setting, they’ll be able to charge a premium and get people to go, I think there’s going to be a pretty significant what I call the backyard classes, right? The my backyard classes, if you’re a trainer who’s fortunate enough to live in an area that a lot of people you know, are interested in training, right? So if you living near Manhattan, San Francisco, Chicago, Dallas, if you live close by you’ll be able to put on a class locally. And you won’t have to travel somewhere so it’ll still be sort of profitable, right? Like you if you can avoid spending the 2000 or 2500 bucks to travel somewhere and hotel and shipping materials and all that stuff. Then you’ll be able to do it in your backyard. You’ll be able to find a cheap venue probably because you know you’ll be experienced doing classes there. And so I think that they’ll still be sort of these localized classes that exist. And then I think the third tier will be the big room class, right? The 60, 70 Person class, and the biggest driver of this is ultimately the price point will be, if the price points don’t rebound, much from where they are today, then the only way that you can make these things profitable is if you make if you fill them with enough people to lower the cost of acquisition and delivery. And so think of 60, 70 people in a room. And that would make it worthwhile for you to travel somewhere to deliver that and then come home and ship your materials. But I don’t know how many trainers want to are capable of effectively doing an effective class with a large volume. And also, I don’t think there’s going to be that many companies and trainers that will be able to get 70, 80 people in a room.

Speaker: Miljan Bajic 41:01

There is no way scrum alliance would actually allow that right, in a sense, but before it was.

Speaker: Giora Morein 41:06

Well, previously there were no restrictions on size, right? So prior to virtual, the in person classes had no cap, I don’t know why they would have a cap. I think that the scrum Alliance as a trade organization, it gets very precarious, when all of a sudden you create limits on what your members can do, right? So think of the International sort of thing of this sort of Board of Realtors, right. Like if you’re a realtor, and you’re part of that sort of association. Imagine if the Board of Realtors came out with a rule that said, you’re not allowed to have more than 10 listings at a time or you’re not allowed to sell more than five houses in a month. Like that would be ridiculous, right? Like because these trade organizations are intended to exist to promote the opportunities for its members not to make sure that everyone is it has the same right but that everyone has the same opportunity so that the best can thrive like trade organizations aren’t supposed to make everyone’s income the same. They’re supposed to make an environment where if you’re better, you’ll perform better. And so just like if you’re a realtor who’s really, really good, you’ll get all the listings, you’ll get all the customers just like if you’re a trainer who’s really, really good. Why would a trade organization want to limit access of students to that trainer that wouldn’t be in line with its mission, it wouldn’t be in line with quite frankly with I’m not sure sort of what their nonprofit, not for profit status would allow. And I’m not really sure there’s much appetite for that. Like why would we do that?

Speaker: Miljan Bajic 42:38

Yeah. And you’ve gotten decent amount of heat for the prices, right? Like there’s been a lot of discussion, at least in our community about the pricing, and what is it that people don’t get, like, you know, in the sense like about the pricing and current pricing model and why the prices have dropped?

Speaker: Giora Morein 42:58

Well, so I think what some people have it wrong is some people blame the scrum Alliance and say it’s a scrum alliance is fault that pricing is low. And maybe the Scrum Alliance turns on, no, no, no it’s the trainers fault, because the trainers are the ones who actually set the prices. But the reality is the market decides the market decides what is the value of something. And sure, if the market is selling these things at half the price that you are, you’re not getting any customers and to say like, well, I’m not going to lower my price, but I’m not going to have any customers. That’s a ridiculous concept. And so I think that the market is performing the way the market is supposed to perform. This is a high volume product, right? There are 1.3 million certificates around the world. And you know, and 10s of 1000s of them getting more every month, this isn’t a premium product for a select few.

This is a bulk product for everyone. And I think that’s happened I think what a lot of people don’t understand is with the lower price point. You get people more diverse backgrounds, like in my classes, for example, today, consistently, half or sometimes more than half of people don’t come from software technology. They come from marketing, a lot of military veterans are coming through these classes, right like I recently had a class when the same class I had someone who was a NASCAR pit crew chief, another person who was a an officer of a military special forces unit and a third person was an opera singer, all in the same class. And the only reason you can get that that diversity is because the price point aligns with, these aren’t people who already get paid $150,000- $120,000 a year. Let me get more like they are not nurses and intrapreneur isn’t like these aren’t people who are…. $1,000 is a lot of money for these folks, and most more and more of them. There’s not some other company paying them to be there. And so I think what people are missing is with the low prices, it opens up for new opportunities for new people that we can reach that that prior they never would have been in your class.

Speaker: Miljan Bajic 45:13

Yeah, and if you look at like the mission of the scrum Alliance, right, the change in the world of work, you would think that, you know, actually like what you just said, getting people outside of software, getting more people trained is actually align more with that mission. And maybe, I don’t know if our community or trainers have gotten too comfortable or to use, you know, the world before this. But when I look at it, it’s in a sense, it’s good because you are getting people outside of your typical software. And I’m seeing Scrum and Agile and construction. I’m seeing it in other industries that you wouldn’t, generally assume, how can they do Agile and Scrum in construction? And yet you know, one of the biggest companies, California, is adopting that. So I think that’s an interesting and important perspective to go back to the mission of Scrum Alliance and say, like, okay, you know, what are we and how are we aligning to that and how are we helping? What do you think is maybe, as a last question here, what do you think is the future for Scrum and Agile outside of software? What are you seeing and how quickly do you think other industries will catch up?

Speaker: Giora Morein 46:35

I think it’s becoming the new normal, right? Like, this is how everybody works. It’s not a surprise. You know, I sometimes joke in my classes that there’s an entire generation of college graduates. And now it doesn’t even matter what field it’s in, it used to be just software or assisted computer science isn’t like that. But there’s an entire generation of college kids that have graduated in the last four or five years, who have no idea what you’re talking about, when you say waterfall, like literally like, like when you talk about the QA phase or the analysis phase, they look at you like you’re talking about the good old days of riding bicycles without helmets, and drinking water straight from the hose like, yeah, the good old like they have no personal experience because they didn’t learn about it in college. The first job they took was for some startup or some agile group or some scrum team or something like that. And those college grads, they they’re getting promoted right about now to frontline managers, right?

And they’re responsible for interviewing and recruiting and leading and managing other sort of entry people, right, other college grads and all of them have no contextual, firsthand perspective or experience about what the hell we’re talking about when we say waterfall when we say these things. And so, in five years from now, those frontline managers will be mid-level managers leading other managers like, we’re aging out, right? And some people thinking like, I used to thinking I’ll be honest, when in 2005, when I was coaching, my first team was at Fidelity Investments, I would joke with them today. It’s a pendulum today I’m here as an Agile Coach 10 years from now I’m coming back as a waterfall coach. But I think if there’s one thing that surprised me at some point that we’ve learned is there is no going back like I don’t think this is the end we’re going to continue finding new ways and adapting and finding new tools techniques. But I know we’re not going back it just doesn’t work for us anymore. We found things better the markets changed our customers have different expectations. And so I think sure that might have started in software but we’re seeing it everywhere marketing today, marketing today any sort of predictive campaign like you think I’m going to spend $100,000 I’m going to upfront decide this I’m going to spend it on these creatives that’s nuts it’s craziness.

Speaker: Miljan Bajic 48:50

Or planning yeah head like I’ve been involved in some of the large market initiatives where you put five mil down for the whole year you get your schedule you know exactly when you’re at, we have no idea how it’s running like you set it you know in January for me and especially you know with television like you had been really good way to gaze so

Speaker: Giora Morein 49:14

And television ads used to have a really long lead time so used to fit right. Like it’ll take you four to six months from the time you picked your ad agency the time you picked your director to tell you had your storyboard and your concept like yeah, when it takes four to six months to shoot an ad, but today like their ads being shot on cell phones, right, there ads that are looked like social media, people talking to a single camera. Like during the pandemic advertising didn’t stop it’s just there’s not big camera crews showing up right like there’s somebody ships you a little DSLR camera, you hit the record button and you record it. And so I think that even in traditional areas like TV advertising and radio advertising, we’re starting to see AB test and set based approach in different markets and sort of different demographics targeting different times on different channels. And even then, I think a lot of companies are realizing nobody watches TV ads anymore, right? Because nobody watches TV anymore. And so like now the idea of these creatives even that take recruiting you’ve tried if you’re trying to find candidates, like in the old days, you know, from the time you first talked, put a put out a job description, you talk to a candidate, it was totally cool that two months later is when that process would complete. There’s no good candidates hanging out for two months waiting for you to hire them.

And so if you want better candidates, you can’t take a long drawn out big batch process. Let me let me get all my resumes. Let me look, evaluate them all. Let me set up all my interviews that at the first interview and see who goes through, set up my second interview, it just doesn’t work. Those candidates aren’t going to stick around. And so I think we’re seeing it in everything today. It’s not just software it started in software, because software is easy. Because software, unlike a building, you don’t need to build don’t need to big a dig hole before you do anything else like software is easier because you can start anywhere you want. I think it’s more challenging in some of these areas. I think it’s going to look a little different like to us purist is going to look maybe not how we would do it or that’s the wrong way or the right way. But I actually think that as these industries, explore different approaches, we’ll figure out newer ways of doing these things. And I think that’s great.

Bill Joiner: Vertical Development and Leadership | Agile to agility | Miljan Bajic | Episode #13

Bill Joiner

Transcript

Speaker: Bill Joiner 00:17

An interesting thing to me in doing the research for the book, which was a real in-depth five-year process. One of the things I kept asking myself was, you know, what exactly is developing here.

Speaker: Miljan Bajic 00:37

So, Bill, can you tell us a little bit about yourself and your work? Who is Bill Joiner? And what do you…

Speaker: Bill Joiner 00:50

I can tell you a few things I’ve been up to. So yeah, I got interested in the field of organization development and leadership development, when I was a senior in college, which was a long time ago. And so, I decided to do an MBA, focusing on organizational behavior. And then quickly realized that my aspiration was to become an organization development consultant. And although that was, you know, I learned a lot in the MBA, about business, and about the general field organization behavior, I still didn’t really know how to do anything. How to you know, how to work with clients, and help them change the way they work together.

So, I entered the doctoral program at Harvard, where that was my focus. And I was fortunate to work very closely with one of the fathers of the field, Chris Arduous. Who is today is no longer with us, but has had a huge impact on the field, particularly in the area of advanced interpersonal skills. You know, he worked a lot with executives, in terms of really improving, say, communication on an executive team. And so, once I had my doctorate, I worked some on my own and some in partnership with other consultants. But basically, I came to have an expertise in three main areas. One was these interpersonal skills that I mentioned. I say that these are needed for pivotal conversations, which are ones where people don’t see eye to eye and they have to resolve their differences to move ahead on important issues. Another area of focus for me over the years has been team development.

I’ve done a lot of work with teams at various levels, including executive, including even some boards, in helping them work together more effectively. And then the other area has been organization change. And most of my work for the first decade or so in that area was around cultural change. But as I sort of moved on, I began to learn ways to apply this sort of participative approaches that I was helping clients develop with their organizations, to specific things like redesigning a business process. So, a fast, I would say, fairly agile approach to really involving a lot of the people in the organization and determining what the changes should be, and implementing those very quickly because there’s a lot of commitment to them. And I also worked on somewhat similar approach to creating business strategy. So, a kind of creative thinking approach to business strategy.

So, in a sense, I would say that was my first career or the first you know, major, couple of decades of my career. And then I had been interested really ever since I discovered organization development in this field called stage development psychology, which we can talk more about. But that has to do with how do we as human beings develop our cognitive and our emotional capacities. And I’d always wanted to write a book about this, but never had seemed to find the time. And I had a very synergistic meeting with a man named Steve Josephs, who had newly discovered the field of stage development psychology. And long story short, we went up writing the book together. I mean, he assisted me in a whole bunch of ways, including finding the right kind of leaders for us to interview. And doing some of the interviews himself and doing a lot of line editing that’s needed when I write something.

Speaker: Miljan Bajic 05:20

Who came up with the Ed’s concept in the book, chapter two?

Speaker: Bill Joiner 05:25

Oh, yeah. Well, that was me. That came up at the end, after everything had been written. It was like how to kind of pull all this together, yeah. I remembered that many years ago, before I even was aspiring to write this book, I was talking to a colleague about the whole idea of stage development, and he said, Yeah, well, could you just tell me how a people at different stages would solve the same problem differently. Is that a thing? And what is that? And that really stayed with me, as I was coming toward the end of writing the book. It’s like, oh, we can do that. We can lay out this, you know, fictional but realistic scenario and use a very research-based descriptions of how people at different stages of development would lead in those.

Speaker: Miljan Bajic 06:28

In that specific situation.

Speaker: Bill Joiner 06:29

In that specific scenario. And that’s turned out to be probably the most popular chapter in the book. You know, anything story based, I think tends to be a little bit more relatable than if it’s a little more abstract.

Speaker: Miljan Bajic 06:46

So, let’s come back to vertical stage development. Could you like for the audience that’s not familiar with that, could you maybe talk about what went in? First of all, what is vertical stage development? And then what went into your book as far as research? You looked at you know, many different frameworks, you selected I believe, four frameworks that you essentially looked at. But if you can first describe vertical stage development, and then maybe talk about what went into your research and the book that you wrote, leadership agility.

Speaker: Bill Joiner 07:26

Okay. Well, what today, in leadership development circles is often called vertical stage development is sort of a new and more relatable name than stage development psychology, which is the academic field that all comes out of. That field began in the early 1900s. Mainly looking at how do infants develop and become adults. And John Piaget, which many people have heard of, or probably, you had something on that in some psychology course, you took at school. He was sort of the father of the field, and he was looking at, you know, at some point, in even early teenage years, people develop the equivalent of the ability to think scientifically. To have, you know, think in terms of hypotheses, and probability and all that. He wanted to trace, mainly, in his case, the cognitive development of kids, as they, you know, grow toward that point in their life. So, he did a lot of experiments where he interacted with kids. Anyway, you know, what he found was that there were major developmental milestones, not just in a quantitative sense of physical development, but at qualitatively different ways of viewing the world, that come online at different stages. And initially, those stages are very related to your age. And then…

Speaker: Miljan Bajic 09:13

[unclear 09:13] those pages are almost like, you know, the lenses that you look through to see the world, interpret the world, right. So, it’s in a sense like, I’m not sure. Maybe not I’m sure but just more of a, is that, how would you, yeah, is that how you see it.

Speaker: Bill Joiner 09:31

Let me give you just two concrete examples. The stages that we focus on in our work with leaders we call expert achiever and catalyst. And as you move from the expert stage, to the achiever stage, two prominent things happen among other things. One is that you begin to be able to think strategically, which really was not a capability that you had at the expert level. And the other is that you begin to develop more empathy for other people, including even other people who disagree with you. So that helps. Your ability to frame your leadership initiative strategically is a huge qualitative shift. And your ability to work more effectively with stakeholders because you have this increased interest in understanding where they’re coming from. And you also, you know, another realization that comes about in this particular developmental shift is an understanding that you really need to gain the buy in of other people to be successful at the expert level, you tend to be so identified with your own expertise, that you kind of tend to think and you have assumptions about leadership, that drive you toward sort of a command and control. I have to have all the answers, I have to solve the problem kind of orientation. So, this is sort of an interrelated set of mindsets, I would say at each stage. And that drives a whole way of leading at each stage. So, what we’ve done in the book is we’ve identified for each of these stages, what are the shifts in the leadership repertoire, both internally and behaviorally? In these three areas I mentioned earlier which are pivotal conversations, leading teams and leading organizational change.

Speaker: Miljan Bajic 11:42

When you look at today’s fast paced business world, and if we just focus on the three leadership styles or perspectives, the expert, the analyst and sorry, in the order of, the first one is expert achiever and catalyst. Yeah. How do you progress through those? And how does our environment dictate? Which one deals with our environment with the current environment take best? In a sense, we have to show up differently based on our context. Right.

Speaker: Bill Joiner 12:29

Right. Well, an interesting thing to me in doing the research for the book, which was a real in-depth five-year process. One of the things I kept asking myself was, you know, what is exactly is developing here. And ultimately came up with eight interrelated capacities that develop as you move to each stage, and that those are paired with each other. So, there’s sort of four pairs. But beyond all that, like, what did all those have in common? What was the, the essence of what was changing? And the word that finally emerged was agility. And this was before I know about the agile movement, or anything like this. This was just, you know, what is actually happening here, in terms of the leadership and how it’s different at each stage. And so, that is really born itself out because at the core of each stage is a particular form of what I call reflective action. This is how you learn from your experience. It’s something you often focus on the past in terms of understanding yourself or understanding, let’s say a strategic context that you’re operating in, or what’s been going on in the organization, in the past that may need to change. Those are all things that require reflective capacity. But you can also point that into the future, and it becomes strategic thinking. So, it’s sort of as an oversimplified overview. Expert leaders, their reflective action tends to be rather limited in the sense that they tend to focus on, it’s like put a problem in front of me and I will solve it with passion and in isolation from other problems and other issues. So, it’s my ability to step back is, I have somewhat ability, but it doesn’t step back enough for me to really connect what I’m doing to the larger context or other issues. So, to develop to the cheaper level, there are a number of things you can do, and that we teach in our leadership agility coaching program about all these four types of agility I was referring to. But at the core of it, you’re learning to become more reflective, and increasing your ability to make connections between different things. So, for example, as you look at your direct reports, if you’re an expert, just as you focus on one problem at a time, you tend to focus on one direct report at a time. You’re not really trying to develop that group into what we would call a team, you know, that really relies on one another. So, as you develop this reflective capacity, it helps you see connections and sort of see the business system that you’re dealing with. This changes your whole approach to team leadership, for example. So that’s just an example of how the reflective action is at the core. So, if I’m coaching somebody who’s moving from expert to achiever, I’m helping them to develop that particular form of reflective action. And then to go even further to the catalyst level. And remember, it’s important to know that you don’t lose anything as you develop further. So, all the capacities that you had before you, you can always downshift and use those. But at the catalyst level, you develop this additional form of reflective action, which I call reflecting in the moment, which is, allows you to catch things about yourself that you formerly would have missed, like…

Speaker: Miljan Bajic 16:44

Those are like a higher just sensible awareness?

Speaker: Bill Joiner 16:47

Yes. It’s an awareness that can now not only look back at something and learn from it, but kind of learn from it while it’s happening. Which makes you much more agile, right? You’re much more able to see what’s going on in this current situation, and sort of mentally step back very quickly, see what’s going on and how you might need to adjust yourself. For example, let’s say you’re leading a meeting that you intended to be highly participative. Well, if you’re at the achiever level reflective action, you’re going to be able, after the meeting to reflect back and go, oh, you know, I see now that I was talking too much, to have a participative meeting, you know. I wasn’t drawing other people out enough. But with Catalyst reflective action, you can sense these things more as they’re happening, make adjustments in how you’re acting, so you don’t have to wait to the next meeting, you can start trying some new things now. So, you know, that just makes you both more agile and more. And back to your question about what is needed in today’s environment, what we find is that these catalysts leaders, are the most effective of the three that I’ve just described. Because they’re, you know, living in a world of continuous change, who have some capacity to continuously change yourself, is a real key factor. And the other thing I’ll add about the catalyst, reflective action is that not only is it capable of kind of catching things as they happen now, but if you look out at the world around you, it gives you a wider lens, and a deeper appreciation of what’s going on so much. Not only focusing on the, what I call the business system, and how that needs to change. The business processes and structures and so on. But the human system that really undergirds that business system, and that often, if that doesn’t change, you’re not going to get the kind of change you want at the business level.

Speaker: Miljan Bajic 19:06

Is that more like, you know, what we call like an agile, you know, doing agile, being agile, we focus so much on the doing and the systems that we can see, but not on the people systems?

Speaker: Bill Joiner 19:17

Yeah, absolutely. So, I think this is, so from my point of view, agile leadership, which you know, most people today recognize. That’s not just using certain agile procedures, it’s as you say, being agile, and having an agile mindset. Now, in my view of adopting an agile mindset is not too hard to do.

Speaker: Miljan Bajic 19:47

What’s an agile mindset in your opinion? Because I mean, in agile community we take old things and we just put agile word to it and all of a sudden, agile this, agile that.

Speaker: Bill Joiner 20:00

Well, yeah, I once tried to get an overview of all the different definitions of agile mindset in the Agile community and I sort of gave up, there were so many of them. At the core I think it has to do with two things, at least from my perspective. One is this sort of commitment to continually scanning the environment and making adjustments, and doing that fairly frequently. So, they think that’s one aspect of it. The other is recognizing that all of these iterations, where you’re learning as you go along, are done collectively. And so, part of agility is not just, I mean, many people think of agility is just like, going faster, or having only to do with the demand of, the change aspect of the environment that we live in that it’s so fast paced, which of course, is a big part of it. But the other part, I believe, is that the world is becoming more interconnected. And not only the world, our organizations and our need to work collaboratively with other departments, break down silos, and all of that. And in doing that, we need to be able to coordinate our perspectives with other peoples, you know. People who are incentivized to focus on different kinds of outcomes that we may be, right. It’s all supposed to work together. We’re all supposed to integrate our perspectives. But that’s easier said than done.

Speaker: Miljan Bajic 21:42

And would you say that, like, you know, we talk about like ego, but as you move, you know, I talk about it all the time, and now I’m talking to you, and I can so it’s one of those weird things. Expert achiever and catalyst, my understanding is that they will let go, as we progress cognitively, through each of those stages, we let go a little bit of ego and we care more about, you know, our teams, our organization. Our ego is not as dominant at the catalyst level as it is, at achiever level and expert levels.

Speaker: Bill Joiner 22:35

Yeah. It’s kind of going through different stages of getting over yourself. But, it’s really, in my view, the level of reflective action, that is a byproduct of a kind of action, because it’s the more perspective you have on yourself. And on other people around you and so on. These how are this is going to be to get beyond yourself and understand other perspectives. Take them in, doesn’t mean you have to agree with them, but you seriously consider them. And, yeah, your circle of concern, expands. And as you go into the catalyst level, you’re starting to see that everyone you’re working with is, yeah, you know, they’re an engineer or whatever, they have this training, their background, there’s personality, blah, blah, blah, all important. But at the end of the day, these are human beings I’m interacting with and to sort of be able to bring that perception to difficult conversations. To what does my team need from me? What does my customer need from me? All helps you to just kind of come at things from a larger perspective, that’s more in general, more collaborative.

Speaker: Miljan Bajic 24:15

And if we look at the research, I know it based on your data too, most of the leaders or people with authority, maybe but you know, most of them operate from that expert and achiever level. And yet, you’re saying in order to deal today with the environment and complexity of today’s world, we need catalysts. So, there’s a gap, right?

Speaker: Bill Joiner 24:44

There’s definitely a gap. I mean

Speaker: Miljan Bajic 24:47

And it’s not a small gap. It’s a big gap.

Speaker: Bill Joiner 24:50

No, it’s a serious, big gap. And I think most of us sensed there is a gap there. But what I’m trying to do is to put some help us really understand what is that gap and what does it take to close it. So, you know, I think another thing might be worth saying right now is that, although in many respects, you sort of take this framework, and you sort of see where we are, and where we need to be in terms of leadership development, you know, let’s help everybody become a catalyst. And if you could wave a magic wand, that would be a great idea, it doesn’t, because a fully developed catalyst is somebody who really can operate at any of these three levels, when the situation calls for it. So, this is back to what I was saying about, you don’t lose what you used to be able to do. If you’re a catalyst, and you’re changing the organization, the chances are that you’re setting out not only to achieve a set of strategic objectives as a, as an achiever would do.

But you’re also simultaneously trying to develop an organization that can deal with any strategic challenge that might come along. And in our terms, that would be an agile organization. Realizing that the leadership and culture are really central to being able to do that, something I think the Agile community has really discovered, you know, it’s become pretty clear in the last several years if that’s the case. But they’re able these catalyst leaders are, among other things, very much focused on creating certain kind of culture that’s very participative, empowering collaborative. So, you know, at the same time, they want to make sure that their achiever level strategic objectives are being achieved. So, it’s not a matter of floating off into the stratosphere, into some sort of long-term ivory tower. It’s just being able to shift gears in terms of how much you want to step back and look at the larger picture and shape that.

Speaker: Miljan Bajic 27:18

And I think, yeah, that’s important. And just to maybe like, you know, I was thinking about actually this the other day, and I was reflecting. We moved from California back to Portland, Maine, and I drove by the high school. You know, I played soccer all my life very much through college. And I was thinking like, you know, when I was in freshman, I made varsity. And it was all about me scoring goals and proving myself, right. And then I realized that a lot of times, I tried to score and try to be the top scorer. But I realized later on, I need to pass the ball sometimes in order, you know, somebody was in a better position. And by the time I was a senior, I realized that, I started coaching or mentoring younger kids. And I started looking at the whole system as a soccer team and started saying, well, this is kind of like I had much bigger perspective, what it takes to win championships and what it takes to get the whole team involved because we’re essentially a system that plays together. A system of agents, I guess, that plays together to try to win a game. And I thought that’s, you know, in a way, similar here move. From an expert to achiever to catalyst. As far as that’s how your perspective changed, and what’s important to you, right. First scoring goal was important to me. And by the time I was senior, it was important that we as a team win championships.

Speaker: Bill Joiner 29:03

Yeah. Yeah. That’s a great example right there. Yeah.

Speaker: Miljan Bajic 29:10

So how do we I mean, like, you know, that was mine but, how do you know, how do you help organizations and leaders? For me, it was experience, right. So, nobody could have told me Miljan, do this, do that, do this. Like it was just naturally happening as I, maybe I don’t know if you want to say, grew up. But what is your thought on, how do we go through these stages?

Speaker: Bill Joiner 29:36

Yeah. Well.

Speaker: Miljan Bajic 29:40

Obviously, reflection. I know you’re saying, ability to reflect. But any other tips or thoughts on…

Speaker: Bill Joiner 29:48

Well, you know, I mean, I can start by saying what we’ve been doing at change wise the last 10 years since developing this framework, which is basically converting all of the previous workshops, you know, workshops and pivotal conversations, for example, to bring in this framework, team development workshop. It has [unclear 30:12] changed lab to help people develop greater agility by working directly on a real change that they’re working on. So, sort of setting the context for that change in a broader, deeper way, and then working more fully with stakeholders, etc., etc., suite. We have workshop format, but we can really get down to the nitty gritty in a way. We have a coaching system and we have a program called Leadership agility coaching, which is a three and a half month online learning process, with a group of other coaches, usually from around the world. And you know, we’re working well, how do you help, you know, one of the sessions is on reflective action. You know, what kinds of questions help experts start thinking like achievers, and achievers think like catalyst. And then we have these four pairs of capacities that I mentioned earlier, we call the leadership agility compass. And so, we have their specific methods for example, helping an expert to frame an initiative they’re taking to set the context for that initiative, at more of an achiever level, so they’re set up for greater impact and success. Other session on stakeholder agility. How do you help leaders develop that empathy? And then the even deeper level of empathy that comes with the catalyst level? And how do you help them with what we call a power style, which is a key part of stakeholder agility, and it has to do with in any particular situation, how do I balance my assertiveness and my receptivity? When say, you and I are trying to work through a difference, you know, if we were business partners or something, we had to come to a meeting of the minds but we didn’t start with a meeting of the minds. How do I balance my assertion of my views about where we should be going with the business with my receptivity to yours, realizing that we’re in this thing together? And so, Power style is a really, really important thing to be able to see and work with in this developmental process.

Speaker: Miljan Bajic 32:53

Just looking at like thinking about what you just said, power styles, would you say it’s true that expert and achiever look at, you know, his differences in power styles and catalyst sub races. Those two, they see the difference. And perhaps the achiever and expert, you know, they only care about their own power styles. And the catalysts actually recognizes that there’s a difference and embraces those two, do you think that’s true?

Speaker: Bill Joiner 33:28

Between my view and your view? And…

Speaker: Miljan Bajic 33:30

Yeah. And it seems like because you’re looking from a different perspective, generally speaking at that development stage, you’re aware of your own. Essentially, you can step at that point. You understand what you’re stepping into, and you’re aware of different power styles. Were at expert and achiever, you’re only aware of your own or maybe you’re more biased towards your own work. Where catalysts might be able to this is kind of what I wanted to talk about, the shift between levels right, based on the context.

Speaker: Bill Joiner 34:04

Well, here’s how I will put it. Generally speaking, if the leaders operating at the expert level in their power style, what we’re going to see is either somebody and this is in the context of these pivotal conversations I’m talking about right. What we’re going to see there is likely to be highly assertive behavior, or highly accommodative or receptive behavior, at least outwardly. So, experts tend to be fairly opinionated. But sometimes in a pivotal conversation, you know, we would expect that mainly to come out as being very assertive. But there are quite a high percentage of other experts who tend to avoid conflict. At least outwardly acquiesce to the other person’s point of view, even if they don’t really feel all that committed to it. So obviously, neither one of these styles is all that effective by itself. And the tendency is to sort of flip flop back and forth between this highly assertive and highly receptive, as if they are irreconcilable opposites.

Speaker: Miljan Bajic 35:20

And the leadership agility, right?

Speaker: Bill Joiner 35:23

Yeah. And that definitely affects your agility as a leader. And then at the achiever level, what we see is a somewhat more balanced power style, that people tend to either have a tendency to be mainly assertive, but they can also ask good questions, you know, like, if you think of a good salesperson, who is, you know, bent on persuading you, but they know to ask the right question, so they can target their persuasion to what you might actually need. That would be as a sort of achiever approach. But there are other achievers, and there’s an example of one in our book, that tend to be more on the receptive side. So, what they will tend to do is, they might get a whole group of people together to talk about an issue with the hope that their involvement will lead to their buying in to what you want to do. Now it’s a little tricky, because when we get to the catalyst level, what we see is somebody whose preferences highly participative discussion.

But it is different than the receptive achiever because it is really more genuinely open to other viewpoints. But we also see something at the catalyst level, that’s I think, ties in with what you were saying, which is sort of like, well, I can be assertive, if that’s what’s going for or I can be receptive, if that’s what the situation calls for. And I can also really balance these kinds of in the moment, in the sense of one version of it would be to say, well, here’s, here’s the direction I think we should be going in our business. And here’s why I think that, what do you think, and you know, tell me, give me the logic behind your thought process. So that’s kind of moving immediately from asserting something to inviting another person, of course, you have to follow through on that and actually listen and take it seriously before it becomes a real balance power style. But if I sort of develop the ability to be any place on that spectrum of assertive and accommodative or receptive, and then I can do that sort of turn on a dime thing, which we saw, I mean, that’s something we train in our people conversations, workshops. But we found that in sort of minute step by step interviewing of catalyst leaders, and we looked at how they did their pivotal conversations, they often just did this naturally. So that’s a little, little quick [unclear 38:10]

Speaker: Miljan Bajic 38:10

I’m assuming that comes with experience, it’s not something that they’re born with, but it’s just you grow into that.

Speaker: Bill Joiner 38:17

I think it’s a developmental thing. So, it’s like, you know, the way I look at this is, nobody is sort of inherently born with a destiny of arriving at only at a particular stage of development, right. It’s like, we live in a society that has lots of support for expert and achiever stage development, you know. You go to college; you have a lot of support for achiever thinking and sometimes beyond that. Most leadership development programs, focus on achiever level, capacities and behaviors, most 360s focus on those. And most of the role models that we see at the executive levels are like that. So that sort of creates like sometimes called, leadership culture. That kind of gives the impression that achiever is the ultimate in leadership, competence. So, I think it’s requiring, you know, sort of a special focus to have that’s why we created a 360, that includes the catalyst level. And the coaching approach that also does that, and the workshops and so on, because we feel that’s kind of a scaffolding that’s needed.

Speaker: Miljan Bajic 39:49

What’s the process that goes into developing these assessments? You’ve obviously spent many years in research, you’ve evaluated other assessments. What is the you know, for somebody that’s not in that field, what goes into developing an assessment that like you have for 360? Agility 360 and similar assessments.

Speaker: Bill Joiner 40:12

Right. Well, we were very fortunate to be able to partner in creating the assessment with a company called Cambria consulting. We both have them be in the Boston area. And I’d say they’re the, at least in the top ten of talent development firms in the country. So, they brought to our joint creation of this tool, a ton of experience with creating 360s for Fortune 500 Companies, among other things. What they saw with this framework, because we said, you know, we were used to doing 360s, you know, other 360s in our work, and had sort of our pet peeves and our things about them we really liked. But this was going to be an unusual thing. Usually, when you create a 360, you’re trying to sort of identify traits that correlate with leadership success, and you wind up with a number of pretty abstract traits, you know. Plays well with others. And they’ve choosing on a scale of one to five, one to seven. So, you wind up, and that’s one of my pet peeves and just many times, wound up looking with a client at their 360 feedback. And we’re both trying to figure out what the hell it means. I mean, what

Speaker: Miljan Bajic 41:55

Because you’re trying to, you can’t look at the mindset, so you look at the behaviors and try to align behaviors with the mindset. And sometimes there’s [unclear 42:05]

Speaker: Bill Joiner 42:05

Well, yeah, you’re right. I mean, 360 feedback is of course, only about behavior. And if it’s trying to do more than that, you’re going to get some distortions. So, it’s just like, what have you observed about this person. But when it’s as abstract as it is, for most, in most 360s, then it can be genuinely difficult to figure out what to do with it. So, a couple of things that we did, we took, and Cambria said, you know, we actually just created a 360 that was kind of like this, used a framework kind of like yours, you know. The fact that is developmental, and we want to have each item, you know, an option for the expert behavior, the achiever behavior, and the catalyst behavior. That’s not the way most 360s are laid out, but they were able to help us create a really high-quality tool that is able to discern where, at least in terms of people’s perceptions, which is all you have with a 360, you know. Not only their level of leadership agility, which is what we call when somebody puts, their stage into action, and you see the behavior that matches what’s going on inside them, we call that a leadership agility level. So, we talked about the expert achiever catalyst level of leadership agility.

So, although our 360 will identify where you are on that, not only overall but in these three specific arenas of pivotal conversations, leading teams and leading change. It also just gives you a lot of, you know, written feedback, but in those three areas, so that the feedback is much more context specific, right. Rather than place well with others, it’s like, you know, specifically how do you interact with stakeholders when you are leading organizational change or when you have a pivotal conversation. And because the tool also includes, I mean most people do not wind up very far into the catalyst dimension of this because that’s just not where they are. It provides them with kind of a roadmap that says, okay, if I was going to up my leadership agility in this particular area, what would that look like? And then we in our 360 certification workshops, we train coaches to know sort of what’s below the tip of the iceberg. If that’s, you know, a brief behavioral description like you would find in a 360. What does that really mean? What does that next level really look like in practice? So, they can work with leaders and helping them to develop further in those particular areas that are of concern to that.

Speaker: Miljan Bajic 45:19

And something that we didn’t talk about, which is that you can’t skip levels, right, it’s a growth. So, that gives you a little bit more insight to that, you know, if certain data points to, you know, expert, you know, and all the data points that they might exhibit some of the catalyst traits, but, you know, they probably haven’t grown through achiever, right. What is the issue if, you know, as we progress, similar, like when, you know, I tell people, like, you know, growing up in Bosnian, and I’d bring this up a lot, I had to grow up fast. My dad was in [unclear 46:01] camp, you know. And I don’t know, like, if that had any side effects or not, but I had to grow up fast, in a sense, in many different aspects. When I came to United States, I was 13, and things that I was thinking of about is definitely not what my peers were thinking about, right. From your perspective, is there any challenges or issues with trying to go and grow too fast through a certain stage. Or is it just the environment? Sometimes we can grow faster, depending on environment. Like, what are your thoughts on just how quickly we move through these cognitive stages?

Speaker: Bill Joiner 46:47

Yeah. Well, I have not so far seen anybody move too fast. I mean, I think we tend, you know. First of all, if you’re just thinking of it as somebody who’s just kind of growing up and living their life, and they’re not being coached or anything, you know, different people do wind up kind of plateauing at different stages. And I think it has a lot to do with environmental influences. Sort of what seems possible to you out of that? What your internal interest in is? Do you have something of a growth mindset, that makes you curious about how you can develop further? But that’s kind of what the academics were studying back in the day, when they were, you know, validating these different stages, and so on. Nobody initially was trying to help anybody develop, or use this framework as a way to, you know, developmental framework like this to help people develop. So, it’s just the past several decades, I guess, or no. It’s probably three, at least three decades. At least some people have been trying to help others develop through coaching or workshops and things like that. It always has to be totally at the choice of the client. So, it’s more process of helping them simultaneously work on. You know, like, I have a meeting coming up, and, you know, a lot at stake and there may be some conflict, and how am I going to handle that. So, helping somebody with a very specific challenge, but having in the back of your mind as a coach, what the developmental dimension of this is.

So how can we, you know, if this is somebody going from expert to achiever, in the preparation for the meeting, or things to do in the meeting, can we help activate more of this achiever reflective action? And what I find is that as people do that, and they do it in the context of real-life challenges, they begin to develop the cognitive and emotional capacities of the next stage and their development. And it’s a very natural process. It can be, you know, two steps forward, one step back. You know, there’s certain situations that are still particularly difficult even though you’ve sort of mastered most of them. In the area that you might be focusing as a coachee.

Speaker: Miljan Bajic 50:01

What’s the connection? You mentioned emotional, intelligence and cognitive capacity. I’m assuming as you cognitively develop your emotional intelligence is higher, I guess. But how do you see the correlation between emotional intelligence and cognitive capacity?

Speaker: Bill Joiner 50:25

Yeah, it’s an interesting question. I think. On the one hand, I think it’s true that when we look at these four sets of capacities that I’ve been referring to, context setting, stakeholder creative and self-leadership, agility. The context setting and the creative, which is more about how you go about solving problems are a bit more tilted toward the cognitive. The self-leadership, which is about how you develop yourself. And stakeholder agility, other people, has a more salient emotional dimension, but they both have some of each. And the interesting thing is in stage development, cognitive and emotional capacities are developed simultaneously. So maybe just give one example. So, I was talking to you earlier about achiever reflective action helps you develop strategic thinking, which is context setting, and empathy, which is stakeholder agility. So, you think of strategic thinking is more of a thinking process. And empathy is more of a form of emotional intelligence. But both of them involve this ability to kind of step back from what you are glommed on to which you’re focused on. And either taking the larger context, or taking more of the other person. And so, I think it’s that form of reflective action that, depending on where you’re focusing larger context and other people, it sort of brings out what’s most appropriate for that relationship.

Speaker: Miljan Bajic 52:21

Yeah. I was thinking about, it does and like just trying to think about it, because, you know, the questions I’m asking is the questions I’m thinking about, right. And, you know, going back to my soccer thing, I used to, like, I used to get pissed the referees, I would yell, and I would swear. And I would swear in English, and they would say, like, swear in Serbo-Croatian, because nobody understands you. And I’m like, what’s the point?

Speaker: Bill Joiner 52:44

Really. I’m trying to try to have an impact here.

Speaker: Miljan Bajic 52:47

Yeah. My wife too, you know, over the last, I don’t know how many years. We’ve known each other for 12 now, and she’d like, you’ve changed in that sense, like, I’m not emotionally, and I don’t know, if it’s emotional growth, or what it is. But I see, like things I used to get all fired up, you know, about, I’m, like, you know, how stupid was I, you know, to you know, get all emotional. And, you know, one of the things I definitely know is that, at that point I wasn’t even aware of, I wasn’t even able to realize what was going on, and how I was experiencing these emotions. And again, like a lot of these things that we talk about, I’m trying to reflect in my life and see, you know. But I can definitely see just, what’s important to me, and what I care about has changed. And how I react to it.

Speaker: Bill Joiner 53:52

And my guess is that somehow in different ways, you have gained more perspective on your life, as you, you know, grown and matured.

Speaker: Miljan Bajic 54:04

And I think how fast life flies by I’m like, yeah. It’s, it’s interesting. Because it’s in those situations, when you apply a lot of these theories, in a sense, to your life, then you start seeing the connection. And I remember, you know, something that you shared with me that had a quote, I don’t know from who but had a quote about theory. Do you remember? There’s nothing more useful than a, you know the quote I’m talking about.

Speaker: Bill Joiner 54:39

It is a pair of quotes that I like, in thinking about this framework. The first one actually is, the map is not the territory. I forget the name of the gentleman who came up with that one. But we all know that any kind of conceptual framework or 360 Feedback tool, or whatever kind of framework can be illuminating, but it’s also not the real thing. You know, it’s just sort of like, as I’m talking along about the framework, you’re relating it to the real thing to your real life. Right. And so, my map is not your territory. But the other quote is, there’s nothing so practical is a good theory. And that’s from Kurt Lewin, who is probably the great grandfather of the field of organization development. And so, you know, he was a guy who created action research. So, he was interested in, you know, how can you look at a social situation or organizational situation, and you know, learn from what’s going on, and put that into action. And that’s the kind of theory he’s talking about. A practical theory that can help you become more effective in your action. So, it’s a paradox, in a sense, right. It’s like, well, this is not the territory, but we’re going to try to make it as useful a theory as we can.

Speaker: Miljan Bajic 56:26

I really liked that when I saw it. And I was like that really resonated with me. Obviously, you know, the Agile community kind of pulled Julian, in a sense, because we, at least some of us in the Agile what we call Agile community, resonated with your work. What do you think the Agile community still, I know you’re not involved much in it, maybe you are. But what do you think we kind of need to work on? What is it that we, you know, focus on more on than, you know, or maybe what is it really the we should focus on more on as an Agile community? What are we missing?

Speaker: Bill Joiner 57:13

Yeah, right. So, I don’t like do Agile consulting projects, per se, although we can do the, the leadership and culture change aspect. And we do have companies coming to us saying, we’re trying to create an agile organization, we realize we need agile leadership. Tell us about your approach. And so, we get involved in that way. We have lots of agile consultants, and coaches who come to our 360-certification workshop and our leadership agility coaching program. You know, those skewed toward the Agile enterprise coach or the equivalent, you know, so there are people, for the most part, who are working with leaders in the organization, and not just with scrum teams. And I think these are by and large, people who realize what, you know, I have spoken at quite a number of agile conferences, and I’ve been in an agile think tank, a couple of those. You know, what I’ve kept hearing over the past, whatever four years is just the importance of leadership and culture. You know, it’s just kind of a matter of putting the whole organization together, if you’re focused on structures and processes and procedures. And there’s a whole much more agile way to do those, that’s very powerful. And that can have some impact on the culture. But if you’re not also working more directly on the culture, and the leadership and helping them become more agile, I think, in the way that I’m talking about, not just adopting a mindset, you know. I mean, we probably all know Agilus who, I’m thinking of a particular one who worked in a company that I was consulting too. You know, I’m a servant leader. And I think in terms of mindset and intention, that was true. In terms of behavior. It was a lot of expert leadership happening from that person., I mean, I guess you wouldn’t be surprised I think the more, the Agile community as I see, it has been sort of rediscovering the field of organization development, which is the field that I grew up in, you know. The importance of culture, and team building, and education and all these things. And I think, the great thing about Agile is that it sort of, you can intervene, right where the real work is happening and start having pretty immediate impacts on organizational outcomes. But then, of course, there’s always that ceiling you run into. You know, there’s a kind of invisible, not impermeable, but a bit of a ceiling, with achiever leadership. And, you know, where I feel like the true spirit of Agile is embodied by the catalyst leader. So, I think the more that Agile community can explore.

Speaker: Miljan Bajic 1:00:57

Do you think we focus enough on psychology and understanding people, understanding cultures, as a community, or?

Speaker: Bill Joiner 1:01:05

No, I think. Now that you asked. I think it’s a really important dimension, and certainly an important dimension of our work. Of course, it has to be integrated with real organizational life and business pressures, and all of that. So, it’s not just something that float out there by itself. But you know, all of the stuff about cognitive and emotional capacities and reflective action, all this stuff, this is really in the realm of psychology. Not meaning that we have to psychoanalyze people.

Speaker: Miljan Bajic 1:01:41

Just be aware of it, be understanding right.

Speaker: Bill Joiner 1:01:43

Understand that we’re all animated. You know, what you see us doing has a lot to do with what’s going on inside us. And if you can work with what’s going on inside someone in a respectful, skillful way, where you have some, you know, you can be a guide in the sense that you’ve been over this territory. You know, they’re making a unique journey, but it’s over. Sort of a ground that we’ve been over before in different ways. You know, I think that helps a lot.

Speaker: Miljan Bajic 1:02:21

Maybe is the last question here. A lot of times we talked about, not just in Agile, but outside, like, we have to change the culture, right. We have to change the culture, we have to change the mindset, when it comes to change the culture, like how do you define the culture? And maybe just, you know, in short, what does it take to change the culture? So how do you define the culture? And then what does it take to change it?

Speaker: Bill Joiner 1:02:45

Alright, well, how much time do we have?

Speaker: Miljan Bajic 1:02:48

Let’s say five minutes.

Speaker: Bill Joiner 1:02:51

It’s a big topic. So, here’s what I would say. I mean, I think most of us know, what organizational culture is. That it’s sort of the invisible norms that people adopt in a particular organization. We’re talking about organizational culture, to analogous to, you know, different cultures that you might find in different parts of the world. But, you know, and ideally, you want a culture. And it’s sort of driven by symbolic acts, by stories that are told, who’s rewarded, you know, who’s held up as the valuable contributor. Now, at the achiever level, if there’s a focus on culture, it tends to be like this. And there are many books and consulting approaches about it. It’s like, okay, let’s look at our current strategy. And that’s a real line in our culture, so that it supports that strategy. Right.

Speaker: Miljan Bajic 1:03:54

So, change the system.

Speaker: Bill Joiner 1:03:56

Yeah, that makes a lot of sense. But it’s all in the service of a particular strategy and strategic set of objectives. What the catalyst leaders that we studied and worked with, what they do is, they’re trying to create a particular kind of culture that is sort of more generic than what you might say, well, we’re in this industry so we need this culture, we have the strategy, we need this culture. It is a culture of high participation, empowerment, collaboration, straight talk. And why are they so intent on creating this culture? It’s because they believe that it creates an organization that has a better chance at sensing and responding to any strategic challenge that’s going to come along in the future. So, when we finish achieving this set of strategic objectives in this uncertain environment, we probably don’t know what the next challenge is going to be. So, we need to have the capability to identify it quickly, to mobilize to respond. And so, they feel like that’s the kind of culture they need for that purpose.

Speaker: Miljan Bajic 1:05:10

So, it’s almost like at the catalyst level, and maybe looking through the lens of like integral lens, you know, from integral theory like that achiever maybe level, you’re looking only in the right side and thinking about just the systems in the doing Agile, and then that’s what we see. Change the structure, you better change the culture. Where at the catalyst level, you’re looking at all four quadrants, you’re looking at doing agile, being agile, and then embracing, you know, what’s there. Would you say that’s true or along the lines?

Speaker: Bill Joiner 1:05:48

Yeah. I mean, I think that achiever approach to culture I talked about it does deal with culture. And so, you’re starting to deal with to some extent, but the depth of that you’re going into there, and the purpose of it is different. I would also add that, the sort of most common achiever approach to changing culture is you bring in a consulting firm, or you have your HR department help create a set of values that you want to govern the culture that you’re in, and you need sort of try to roll that out. And there’s more and less effective ways to do that, and to the reinforce it. What the countless leaders tend to do, they may wind up doing what I just said as part of it. But the starting point is to create on the senior team that’s trying to do the cultural change, to create that culture in their own team. That’s what a catalyst leader will start by doing. And they realize that, that’s not going to work unless they change, unless they are part, unless they are role modeling the kind of culture that’s needed. So, they tend to have to be proactive and asking for feedback along those lines. And as that develops, then, of course, they’re in a better position. They have become a more cohesive team, which makes them more effective in leading the culture change. So, they don’t just delegate, you know, sometimes you see, you know, an executive goes to HR and say, we need a culture change here. So, yeah. While you’re doing that, we’re going to run the business. You know, and that [unclear 1:07:39], all kinds of problems.

Speaker: Miljan Bajic 1:07:42

Yeah, I just had an aha moment, because I talk about it a lot. But it’s like any pilot, like once you see what good looks like, right, you want to create more of it. How can we talk about changing agile if you don’t even know what you’re asking people to do? So, if I, at this executive level can actually experience it with my team, then I know what it takes to well, at least I’ll have much better understanding what it takes for the rest of the organization,

Speaker: Bill Joiner 1:08:11

And you’ll be so much more credible, right? It’s not that oh, everybody else needs to change approach that we see a little too often from executive teams.

Michael K Sahota: Culture System | Agile to agility | Miljan Bajic | Episode #12

Michael K Sahota

Transcript

Speaker: Miljan Bajic 00:37

So who is Michael Sahota? What’s been your journey? I think I’ve known you since maybe 2015. I’ve reached out you were still in Toronto. I think I was trying to get you to come to Agile Maine. But what has been your journey? People that don’t know you well, who is Michael, what do you like to do? What’s been your journey in this Agile world and how did you get involved in it?

Michael K Sahota 01:10

Yeah, so I guess maybe the starting places, I’ve changed a lot. And so, kind of my new branding is Michael K Sahota. For what I was in the past, because there’s a really big change. I grew up here in Toronto, and I went through engineering actually went to the hardest program at the University of Toronto, and this really hardcore engineering program, went on to do my masters degree in computer science and that’s where I did some really extraordinary research and work with artificial intelligence, robotics, of how do we actually get machines to operate in complex environments. So my work with complexity and understanding systems and how things work at a very deep fundamental started. After that I did half a PhD, until I realized, wait a minute, I like being very practical, I like creating very concrete success and academics was too theoretical for me. So I changed gears, it was on the west coast of Vancouver. I went back to Toronto, and started working as a software developer, and then very quickly progressed, senior developer architect, technically. Then I moved on to management roles. I’ve held Director, software development, Vice President engineering, and all that time, very early on, actually a couple years in, I got involved with Agile originally with extreme programming. And it was just like, well, that’s just how you get things done and I guess my experience was, I actually tried to run a project the normal way with a Gantt chart, and just like everyone, and I was like, Oh, my God, this is so painful, like, ah and that’s when I looked and said, well, there’s got to be a better way and then got involved with Agile.

Speaker: Miljan Bajic 03:06

How did you first learn about agile, what was your experience, like first learning about or hearing about agile or Scrum?

Michael K Sahota 03:16

Yeah, so just going back to 2001 and the actual first experience was through extreme programming. And very much focused on well, let’s get unit tests going, let’s get continuous integration. I hand built an integration server with people now called continuous integration or DevOps back in 2001, step by step by hand, we were running scripts and it’s incredible and I can see the power of the technology, the power of testing, the power of pairing so it was just this really deep experience. And then my understanding of agile came through Alastair Coburn’s book, Agile Software elements a very, very beautiful book, because he goes right to the kind of the heart of what Agile is about, which is about people. I mean, he totally botched everything out with calling it crystal clear and crystal this. It was too theoretical that people need something more tangible. It’s not enough to tell them, hey, agile is about people and go work with people. It’s like, well, yeah, but then what? So that’s how I got started and then in 2004, I went to certified scrum master training with some guy called Ken Schwaber.

Speaker: Miljan Bajic 04:31

Right? Yeah.

Michael K Sahota 04:33

It was like, really, really early on and we went to a scrum gathering in Boston, where there were, it was held at the old fire hall, and there were 80 people. It was really early days, but I only saw agile as part of my toolkit, it was never like, this is the sauce I must go and pursue this, that was their path. That wasn’t my path. My path was to go on and just use agile XP Scrum just as part of a subset of all the other things I need to do create success. And so I was very, very successful in leadership roles, team lead management roles, introducing agile, that worked really well, because I could hold the system but when I started switching gears, and I started working as the trainer and consultant, it was a totally different situation. And I was like, wait a minute, there’s so many challenges getting agile actually working in organizations. It’s like, mind boggling and I really wanted to be successful. So I was like, wait a second, what’s going on here? Well, the culture is not right, the leadership’s right. I wrote my book, and agile adoption and transformation Survival Guide and way back in 2012 to tell people that hey, guess what? Agile is a culture system and if you don’t integrate that into everything you do, you’re just going to annoy people and waste a lot of energy and create a lot of failure, which is kind of fast forward to where we are today. There’s a lot of people being annoyed by agile, there’s a lot of failure, Agile transformations still have I’d say 90% failure rate.

Speaker: Miljan Bajic 06:08

If not higher, what’s that? if not higher.

Michael K Sahota 06:12

If not higher. Yeah. Well, the actual truth is, it’s impossible to create a successful Agile transformation, because it has the word agile, and it has the word transformation, both of them actually prevent real change from happening. But that’s a much longer story. So let me finish my story. Back in 2012, I had that realization and then that led me in understanding, wait a minute, it’s actually about the leadership, and doing my own kind of home brewed, training work, I called it a culture training to get agile working. And then after a while, some people to scrum Alliance really great group created the certified agile Leadership Program. And it was the first person to sign up and say, yep, I’ll do that. And first person deliver training worldwide, etc. And then, train most of the people I think, for the first couple years, I think I had like 30% or 40%, all the graduates were from our training.

Speaker: Miljan Bajic 07:07

The feedback was, I remember everybody, they were CST staking year training, everybody was just really impressed with how they came out of that training and how their perspectives have changed after that training.

Michael K Sahota 07:25

Yeah, I can talk about that in a moment. Fast forward about me is I realized that I was the limit for change, and that I wasn’t fully embodying the agile mindset. I wasn’t embodying it and evolved culture system, the way I was showing up, there’s no way I could help other leaders evolve. And so I went on this immense personal growth journey. Actually, one of the phrases that sparked it off was, you can only be kind to others, to the extent that you can be kind to yourself. And that really, opened me up and led to a couple years of really deep growth of really looking at how kind I was to myself and what was going on in my inner world. So fast forward a couple of years, did many, many experiments of trying this, trying that, and eventually wound up in India studying at a school of consciousness, because these were the guys who had the real, some really powerful technology for creating change and shifts. Actually, at there, I met the woman who became my wife, Audrey, and we’ve been working together to co-create an incredible set of technology, both around organizational change, around culture change, leadership change but also more importantly about this, how do we actually create an inner shift? How do we change at a core basic level, these really deeply ingrained behavior patterns so we can show up as a more evolved leader. Anyone can go and do a leadership circle and say, oh, I got all these gaps and then it’s like, now what? So instead of doing that, we just actually help give people these shifts that they need. We can do this because we’ve gone on our own journeys, we’ve walked through our own darkness and we’ve built an incredible technology for helping people create rapid shifts, and that’s what people have been experiencing these trainings.

Speaker: Miljan Bajic 09:23

Those shifts that you mentioned are those vertical stage development shifts or cognitive shifts? What type of shifts are you talking about?

Michael K Sahota 09:38

Okay, so for us to be effective, we need doing and being. So we need to have very practical skills, new ways of working, right. But without a mindset shift, or a shift in consciousness, a shift of worldview, the shift of perspective about ourselves and a shift of brain the size of about others, we call that a shift in consciousness. And we look at the book, reinventing organizations, it talks about an evolved consciousness, operating. And that’s really what we see, as people move through more and more evolved cultures, there’s a shift. I mean, there’s so many people that talk about it, for me to we and like everybody talks about this shift. But ultimately, this is a shift in our inner being, shift in how we see ourselves and how we see the world. That’s what we call a shift in consciousness as an integrative term to talk about all these phenomena, that people said, oh, you need to have a shift. But this is the core piece. People who want to show up amazing, who want to create amazing workplaces, how do we help them make that shift inside of themselves?

Speaker: Miljan Bajic 10:48

Like you said that’s that worldview shift. That kind of perspective, that’s evolving your values and beliefs and trying to better understand, who you are, what’s important to you. You talked about cultural system and obviously, this shift in mindset is tied to that cultural shift, oh, culture system, sorry. Could you maybe elaborate a little bit on what you mean by culture system and then how the shift in mindset is tied to that culture system?

Michael K Sahota 11:35

Yeah, that’s a great question. The technology we created, there are many, many different ways to look at culture and they’re all useful for different purposes but the one I’ll share now is that we can understand the culture of an organization as the sum of all the behaviors of all the people. The way people show up is your culture. If people are kind, supportive, building other leaders around them, that’s one kind of culture, if people are covering their ass, afraid, kind of in a scarcity mindset competing, that’s a different kind of culture. So the way people behave across the organization, how everyone behaves at all levels, that is the culture. So from that perspective, you say, well, if I want to change from one culture to another, guess what, people need to behave differently. There is no culture change. So it’s like, did you notice that if you want to change culture, people actually need behave differently? And that’s what it means. And people are like, oh, I never thought of it that way. But this is kind of like the core of what we’ve created is a way to simplify teaching of what we call the laws of organizational dynamics, or these deep truths about how things work. And it’s almost like really embarrassing. It’s not like we’re trying to convince people or teach them these models, we just kind of go, hey, did you notice that things kind of work like this? People are like, oh, yeah, wow, things work like that and what that does is, it creates a shift in their worldview. And it gives them a way to start seeing how they’ve been going against the grain, to start seeing how, and this is the core of really what lets people really unlock to see how they’re the problem and they’re the solution, how their beliefs, inaccurate beliefs have been getting in the way of creating change.

Speaker: Miljan Bajic 13:39

Yeah, and something that struck me in the sense that you just said inaccurate beliefs. I don’t know if I would call it inaccurate beliefs because they’re all like we all have, in a way that there maybe there’s some truth to those beliefs, but it is interesting.

Michael K Sahota 13:58

That’s a really good point. There’s dawn box quotes that all models are wrong and some are more useful than others or something like that. Our view is that most people right now, I’d say like about 90% of all agile coaches are running around with a belief system that’s actually harmful and damaging to themselves and people around them.

Speaker: Miljan Bajic 14:21

I don’t think it’s just the Agile. You said you went back to India and there is a different Eastern philosophies versus Western philosophies, and if we even go back to lean, the way the lean embrace both doing and being, like lean from Japan was a lot different than how was interpreted in the West.

Michael K Sahota 14:46

Let me just go back. Lean is the Western interpretation. So this is what happens, Toyota had a fairly evolved consciousness and they created structures that maps that consciousness, that mindset, that understanding. Some people who had a lower consciousness from the west come in and study it, and they reinterpreted through their lower consciousness, and they label it lean. That’s why lean has failed worldwide, pretty much in achieving because what they’re missing is the mindset. Really, the only case studies that were successful if you go back to NUMMI with GM and Toyota it’s where Toyota was directly involved and make sure the new leadership, everyone in the new leadership had the right mindset and then it worked.

Speaker: Miljan Bajic 15:47

But it reminded me of what we see a lot in Agile today in the movie, in the case study, or at least the podcast I listened to, how a GM, the manager said, go take the photos of what they are doing at Toyota so we can duplicate what they’re doing. And today, we see so much of that in Agile too, go copy that framework, go copy the Spotify, Ramos would do this.

Michael K Sahota 16:13

Well, so that’s a very natural thing, because that’s what you said, it’s not just an agile, the current prevailing management mindset is a management mindset. It’s an administrative, sort of in Frederick Lewis model, or engine machine metaphor. You have the mechanical system so you want to get the blueprint for the machine, you want to copy other people’s machines, you want to install new machine parts. So copying and pasting other people’s solutions is a very natural metaphor. But this is a very low consciousness approach. So can only create a low consciousness outcome, like if you use a cut and paste solution, you’re going to get the quality of a cut and paste versus an authentic creation of what’s seeking to be unearthed in that organization, which will actually be the path to people being engaged, higher performance, faster delivery, and all that. This is where we say that the change approach itself limits the effectiveness of the outcome. And most agile change approaches are a total disaster because they use this cut and paste, we’re going to have a rollout plan, very low consciousness change approach to try to introduce a new mindset and way of being and it’s like, what, how do you think this can work? This is kind of a beginner level mistake from our view as a culture system. That’s why people have these mind blowing experiences, we just say, well, do you notice it works like this? And your head explodes.

Speaker: Miljan Bajic 17:52

Yeah. So you talked about mindset, you talked about behaviors. I’m thinking about and I use, at least as they referenced integral quadrants. I don’t know what your thought is on that but just referencing back to that, like the systems quadrant. For instance, if we look at organizational policies, if we look at the structures, those influence behavior, as well, and in return the behavior and those policies influence the culture. What are you seeing as far as, how the organizational systems impact the behavior and culture? What are some of the things that you see or you you’re helping organizations to evolve those as well?

Michael K Sahota 18:44

So the evolution of organizational systems and structures, it’s a very natural process. Once there’s a shift in people. It’s a very, very natural process. Sometimes we can use structures to support creating a shift with people but mostly there’s a lag. Now, here’s where you get into a chicken and egg problem. The structures promote established people showing up a certain way and people showing up a certain way fits hand in glove. So I mean, it’s really, the technology we created to crack this this puzzle and it’s a very, very powerful model is the Sahota or called the shifter one for culture model, which is understand that all these elements of cultures, both the structural as well as the people or the mindset, they’re all interconnected, so deeply interconnected, that when you try to change one piece, it’s actually trying to change the whole thing. So it attempts to change structure. There’s Craig Larman, who says culture falls structure and he’s created immense damage to that. It’s actually true in a very…

Speaker: Miljan Bajic 19:58

It’s a partial view of it because you’re only looking at, you know it’s a feedback loop.

Michael K Sahota 20:03

It’s true, if you change your structures, it can support a shift in culture, but hold on, who is changing the structures? What is the mindset from which they’re changing the structures? Are they changing the structures with the people or making the change and imposing the structures on the people. There’s so much about how the structures can change. I’ve talked to (inaudible 20:24). They’ve been very successful with up to 100 people, where the leaders have already made some sort of inner shift, they don’t really think about it that way. But when I listen to them actually describing real case studies, that’s what was their leaders willingness to grow, then a structure change can be used as an aid, like a job aid. But here’s the challenge. What comes first do people change first? What we’ve seen is that it’s actually the people changing first, that’s actually what’s going to lead enable structures be changing in an effective, intelligent way, otherwise, there’s no way to break this kind of deadlock.

Speaker: Miljan Bajic 21:05

Yeah, a lot of things that I do, I try to reference back to my experience and try to make sense out of things. I grew up in Sarajevo, and that part of the Balkans, we’re killing each other every 50 years. The World War One once started there. When there’s mess in Europe, or in the world, we’re involved. And one of the things, I was contemplating and thinking about just the whole idea, what would happen, you change the system, we had a leader at the end of the world war two through 1980s and he created a system, which changed the minds by his leadership, dictatorship style that created that system in his peers. And how that whole mindset creates the behavior or influences behaviors and influences the system and how they in return influence in each other, it’s in everything, it’s not just organization, like you said, it’s right in front of us here. This whole thing, we’re making this so much more complicated, a lot more complex than what it is. But most of these transformations fail and yet, the answer is right there in front of us, in a sense that until we kind of cognitively grow, it’s really hard to make any of these changes attainable. And maybe to that question, how much does the environment then shape our mindset? And how do we involve the mindset then? You’ve written two, three, now, three books, you have a book coming out soon. I mean, what’s your take on evolving mindset, how do we go past the current perspectives and worldviews that we have?

Michael K Sahota 23:20

The question is, of course, immense. And there are many, many different levels I can answer. I think the one that’s coming to me now is that if we look at changing mindset within an organization, is it the mindset of the leadership or the mindset of the workers that needs to change first to create a shift in the organization? Oh, well, it’s those who have power, because the masses will follow the lead of everybody else, so it’s okay. So what’s going on with the leadership and I say leadership at all levels, because every manager can change. So change in culture and leadership is a local phenomenon. It’s not a talking about the whole so anyone in any organization who has any power, either formal and formal can lead a shift. So just want to clarify that. Now that we’ve clarified that we have many, many leaders in organizational systems, the question is, well, what’s the prevailing mindset? And we look at things like oh, well, people believe in servant leadership. And this is where we go into our book, upcoming book leading beyond change is that servant leadership is a 50 year old paradigm, and it’s failed. It has failed to produce a shift, was a fact. When people try to save it by adding all these extensions and bla bla bla, and it’s not working. There’s information about this on our website, people can download PDF if they want. A term that’s been used before and we’ve coined our own definition of it, which is evolutionary leadership. And we define evolutionary leadership is the choice to evolve oneself, and learn how to evolve the organization. So imagine if you have a leader, who’s ready to evolve themselves, their inner state of being their mindset, and so on their skills and how they approach things, and learn practical skills to have that shift land in the systems. They know these new patterns of interaction, based on their evolved mindset and consciousness. Imagine if you have a leader like that, what will happen with their team, their department, their group, their organization? Oh, it’s going to start changing. So that’s the kind of the fundamental element of evolution now. And why do we say there’s a fundamental element?

Speaker: Miljan Bajic 26:03

Fundamental element.

Michael K Sahota 26:05

Because everyone’s heard this phrase, you can’t change anyone, you can only change yourself. And so it’s really a matter of individual choice of do people want to evolve? That’s it.

Speaker: Miljan Bajic 26:21

Exactly. I see a bit troubling, because a lot of times because of that, whatever you want to call it, ego, or, I recently…

Michael K Sahota 26:35

Ego a good word, ego is a very good. That’s what this whole game is about.

Speaker: Miljan Bajic 26:42

It is, it is, but, it goes back and I’m puzzled by this. I know, but I don’t, which is I asked the leader why wouldn’t they do something in a sense, like they were debating, and they’re like, well, my bonus is impacted by this. So they struggled. They knew what was right and they want that border, from ego, where do I let go a little bit of my ego where I don’t, but at the same time, the environment is like, I’m paying my kids college tuition, which is very expensive, which probably you can relate to that. I know, last time we spoke, you said it, and they’re like, it’s between me doing the right thing, what I know is right, and then supporting my family. And I go back to people, what was the first thing when COVID hit? What most people thought, you didn’t think about how am I going to help somebody else? Usually, it’s like, is my family safe? So how much does the environment dictate and that’s what I’m puzzled. I don’t know if you have an answer to that.

Michael K Sahota 27:51

Yeah. So…

Speaker: Miljan Bajic 27:56

You know what I’m saying, though, do you understand?

Michael K Sahota 27:58

We only ask people to make themselves successful. If I’m working with the leader, his bonus is tied to destroying the team and getting your product out and really just eliminating and reducing long term profitability, it’s totally fair game for them to do that because that’s what their bonus structure is and they need to look after themselves and their family. Now, probably what I say at the same time, though, is like, maybe you want to talk to whoever gave you this objective, what the consequence of it will be, and see if there’s some other way to create a win-win, because right now, there’s a win-lose going on and that’s why you’re in conflict. We don’t want people to be in conflict. We don’t want to tell people they need to be evolved and make sensible choices. That’s not how it works in high performance organizations. In high performance organizations, and this is one of the key principles, actually everything we put together is part of what we call this shift, evolutionary leadership framework or self-framework. It’s a framework for how to evolve people in organizational systems from where they are to higher levels of productivity and success. One of the core principles is that employee self-interest is the highest form of corporate alignment. I’ll say that again, it’s really important, employee self-interest is the highest form of corporate alignment. It’s just basically a recognition that people have egos, people are optimizing locally what’s good for them, it’s the fact of the ego we optimize locally for what’s best for me. Let’s just make sure that everyone’s personal interest, their ego lines up to end up with good outcomes for their team, for their group, for the whole organization. Why fight the ego, you can’t win against the ego. If you can’t fix it, as I learned a soft phrase if you can’t fix it, feature it.

Speaker: Miljan Bajic 29:57

Which is like, it’s ingrained in us. So something else I’ve heard you say this is a slow process. It takes time, we have to be patient with it.

Michael K Sahota 30:08

Who said it’s a slow process? That’s the truth but there’s only one limiting factor. Which is our rate of evolution. And so part of what we’ve created is evolutionary tools to help people evolve very rapidly. You know, in the old world is like, oh, I can’t change, I had this behavior my whole life, I might have to go to psychotherapy for 20 years, no, no. That thing will change in a matter of weeks and months with attention, it’s not that complex, we have the technology to do that. Once people have a clear choice, that’s what they want for themselves. So the core of our work, whether it’s one hour luncheon learn or something like that, or an executive briefing or that or (inaudible 30:57) training, it’s creating desire and the willingness and the path. Once people have the desire, they understand how they’re getting in their own way, there’s a very natural desire to start getting out of our own way. And when we give them the actual tools and path, it unlocks profound change. People routinely get promoted after six months, the ones that you get it, use the tools and so on, like it’s very, very normal. Because what happens is we stop learning how to stop creating conflict, and stop helping other people around us be successful and then it turns out that people really like that.

Speaker: Miljan Bajic 31:36

Amazing, right? I was going to say. So much of this stuff is just nothing new. Do you think we’ve been conditioned into some of this stuff?

Michael K Sahota 31:56

Yeah, we’ve been deeply conditioned. We take our best and our brightest, and they go into an MBA program, Masters of Business Administration. And we teach them the way to create high performance is to think like an administrator, to think like a manager and manage people and manage resources and manage things, and give orders and give directions. And you know what, but the funny thing is, what we see from every case study is high performance doesn’t come from management, it comes from leadership. It comes from inspiring people. It comes from nurturing, looking after people. What if all the best and brightest were given training in business leadership instead of business management? Boom!

Speaker: Miljan Bajic 32:45

Well, you look at the big consulting companies, you look at, like a scaling frameworks. All of that is more of the same that you just described.

Michael K Sahota 32:59

Yeah, I mean, the next structures is all focused on managing was all this. So basically, none of these agile frameworks, there might be some exceptions, but I’ll paint a very broad brush. If you look at them agile, the core definition is about individuals and interactions over processes, tools, or people over process. All these frameworks put what process over people? Oh, no. So all of them are in violation of Agile. None of them are true Agile frameworks. I mean, they’re frameworks about agile process, or agile process frameworks. They’re not agile frameworks. They don’t include the doing in the being, or they need to have a lean agile mindset, or you need to have some values and blah, blah. But that’s just lip service. But after they do Agile, they’re just about the doing.

Speaker: Miljan Bajic 33:56

And that’s right. The podcast is agile to agility, which you need both. You need agile and agility. But we focus so much on agile, and like you said, not on agility. So what do you think? I mean, it’s been 20 years, We talked about it at the beginning, since the Agile Manifesto, a lot has changed, but at the same time, not much has changed because we focused on that big A, and doing Agile, what do you think over the next five to 10 years? Do you see more and more focused on being agile and what you’ve been promoting for years now?

Michael K Sahota 34:38

So just to be clear, what we teach in our training is to stop doing Agile period.

Speaker: Miljan Bajic 34:45

All together? In a sense of the big A…

Michael K Sahota 34:50

I’ll repeat. Now here’s the deal. When we look at the core of it, Agile is a means to an end, whether the end is agility or business performance or organizational success, agile is a means to an end. So when I say stop doing Agile, it’s about you stop doing agile and focusing on agile, instead of using Agile where it fits. So Agile is optional. There are many organizations that have agility without agile, therefore, agile is optional. And it’s brilliant. Agile has so much value to it. And it can help many, many organizations, maybe even most organizations. However, focusing on Agile is the problem. Anyone who self identifies as an Agile coach, they’re part of the problem because they’re wedded to the word agile. And I’ll even go back. I remember when I was being interviewed for being this is 10 years ago, maybe 11 years ago now for being a certified enterprise coach with the scrum Alliance. And I was getting tested and they said, well, Mike, do you have any concerns, this is the live interview. And one guy says, well, Michael, I’m really concerned because you’re only talking about Scrum. And I go, well, I thought I was only supposed to talk about Scrum. You want me to talk about all the stuff I do with Kanban and lean and how that interoperate and integrates. And they’re like, yeah, could you tell us about that? And they started talking, they’re like, Oh, my God, this is amazing. We were really concerned that you only were focused on scrum, give a broader view and that’s what it is. We’re talking with a certified agile leadership course in the scrum Alliance. It’s not about Scrum leadership. It’s about agile. And then what I’ve realized and what not realized, but the core of our training is not about agile leadership. We don’t teach agile leadership, evolutionary leadership, we don’t recommend agile leadership. In fact, agile leadership doesn’t mean anything. There’s no meaning to that term, always just a leader who can create an agile environment. Well, if they can create an agile environment, they’re not thinking about agile, they’re thinking about a lot of other things. I got a bit excited.

Speaker: Miljan Bajic 37:15

No I do and it reminded me, I spoke with Mike Kuhn last week, and he said, something along the same lines like, not even call it agile, if it makes sense, do it. And don’t even call it just, that’s like helping you with what you’re trying to do, then just do it. Don’t put a label on it. And I’ll call it agile. And I think, yeah…

Michael K Sahota 37:42

That’s it. Actually, let’s just highlight that. I remember when I first started getting started introducing agile when I didn’t have permission, or authority to do it, I just saying, hey, would it be useful we just did our work in iterations. And why don’t we just check in how we’re doing? Let’s play what we want to do the next two weeks, and I just started doing what I call stealth Scrum. That’s what I invented on my own which kind of lines up exactly with what we’re talking about. And I remember this really land to my system when Gojko Ajijic said the most successful transformation he’s ever seen in his entire career was when they banned the word agile. And after a year, he came back and it was such an agile environment. They’re doing all the agile practices, everything, but they weren’t doing Agile because their CIO ban the word agile. So when you ban the word agile, it gives you the chance to introduce agile in a way that makes sense. Otherwise, it’s like, well, what’s our agile maturity? What’s this? What’s that? And we’re working with competitive agility on this. We don’t have an agile maturity metric, we got an organizational performance index, which is like, what’s happening at the organizational level? Like what’s actually really, really happening? Is the organization functioning. Because that’s what it’s all about is about, are you helping your organization function? Not about are you doing the Agile thing? Are you being an agile person? Because being an agile doesn’t mean anything, either, because agile is pointing to evolve cultural system. So it’s only an incomplete specification.

Speaker: Miljan Bajic 39:16

Yeah, maybe that’s what’s next. I mean, in a sense, maybe that, we’ve gone through this agile phase and the more people that I’ve talked to, I think, more and more people are aligned with this thinking. But you also have the laggers. Now, what we’ve seen 10,15 years ago, I’m also seeing a lot of that now, too, so maybe it’s a good sign that at least there’s more and more people thinking the same way and what you just described, because it’s a sign towards really growth and realizing what we needed to do or what we need to do in order to help organization or organizations to help themselves. We all have people that have inspired us and probably we have mentors. Who would you say has inspired you, still inspires you and has had a huge impact on what you do?

Michael K Sahota 40:23

So I’m an inventor, I’m an inventor, and I get these insights and I don’t know where they come from, but they’re just profound. So if I had to describe it, I’d say the universe, because that’s the source of most of my information, I’m just looking at something and then I just get this insight out of the blue. So for that reason, it’s hard. I mean, in my book, I’ve got a list of 20 different people, I think, and so on, and so on and so on. You’re looking for a very concrete answer so I’ll give you something which is this. If I look at who embodies we can call a more evolved leadership and a more evolved way of being as a leader of a larger organization, it would be Ricardo Semler. Ricardo Semler, the founder of Semco. He actually created a teal organization. People co invent teal organization all over the world, but he was actually able to do that from age 21. So he really embodies what evolve leadership really looks like. So yeah, I would say, that would be a good example of I think of well, okay, I’m reacting this way, well, how would Ricardo Semler react right now?

Speaker: Miljan Bajic 41:54

You said the universe so what I’m thinking is, and I know, you probably do that but how much time do you spend meditating, contemplating? I’m assuming that’s probably source of some of your innovations or maybe not?

Michael K Sahota 42:12

Yeah, no, no, it doesn’t really work like that. So what happens is that we all have access to guidance, or the wisdom of the universe. But the thing is, we’re often so busy trying to do, and putting our own effort that we don’t take time to be still and just receive. All of us want to get stuff happening in our lives, or so busy trying to do it ourselves that we just can’t receive. So I’ll just be really clear, my daily practice is to do like 10,15 minutes of yoga and what that does is, the body and the mind are actually connected. So it actually opens up certain energy channels, and there’s a whole bunch of stuff we can go into Chinese medicine and how there’s actually like a primary mechanism of energy distribution in the body, then blah, blah, but we won’t go there. But they tend to even see yoga. And then that we do a meditation practice of actually a technology that Adri created. It’s actually a new chakra system for humanity. We have our website up, but we haven’t actually launched training and really announcing it to the world. And so that’s our core practice that we do every day. It depends, if we go into a really deep state, things get slowed down a lot. But it’s roughly about 30 minutes.. So it’s really about 30 45 minutes every day. I think the other part and the tools we teach in our work, it’s actually a moment by moment practice, having awareness in the moment of well, am I in an emotionally charged state? How am I reacting? What’s my body feeling like? And then using the tools on an ongoing basis throughout the day because we just spent our whole day in a clear, calm, present, neutral state, everything becomes effortless, like we’re in a flow state. I guess out we get this email, we get frustrated, we go into fear, we get some conditioned behavior. When someone does something, we trigger a response. There’s so much that’ll happen through daily life, we’re in a triggered responding state. The other part that goes with it is maintaining that state throughout the day with just an awareness and sometimes it’ll be like, oh shit, there’s this thing going on inside me, I’m crunchy inside. I’ll just go and I’ll sit quietly and just breathe through it and get back to resort state.

Speaker: Miljan Bajic 44:47

Yeah. I was talking to Richard Kaspersky just before our call and we’re talking about that just being more aware and practicing self-awareness and that seems like it’s a constant self-awareness practice.

Michael K Sahota 45:07

Self-awareness is really, really important but without the tools to act on it and create a shift, that’s not enough. It’s really just the entryway. And most people do not have the tools to have a good level of self-awareness. Most people are relatively unconscious of what’s happening in their bodies, what’s happening, their emotional system, what’s happening with the state of their thinking or cognition. Most people are not even aware or haven’t been trained in how to become aware. And when they become aware of what’s happening, how do they take countermeasures to restore them to a more resourceful state. And that’s this whole technology we created. It’s not this weird Eastern blah, blah, blah, crazy stuff. It’s very practical. Oh, I want to be resourceful at work, how do I do that?

Speaker: Miljan Bajic 45:59

That’s awesome. As I reached out before, our lives are so busy and we’re so conditioned. But I’ll definitely love to join and learn about these tools. You mentioned Lalu, you mentioned Thiele, what’s your take on spiral dynamics and some of the ideal development stage frameworks? I know everybody has their own opinion. I’m interested to hear yours.

Michael K Sahota 46:31

Yeah, so my background training as an engineer and my cognitive predisposition is, if you can’t explain it to me, like I’m a five year old, it’s too complicated. And so what happens is, I have this unique knack for taking models and theories and simplifying them down to the essence. And as part of this business of staring down the essence, there’s an evolution that comes in. So what we’ve done is create an evolution, a lot of people use a lot of different models, for culture, for can elfin model. So what we’ve actually done is create an evolution of those models that have these nuanced refinements that given unlock. If I look at spiral dynamics in that context, it’s way too flipping complicated, is too many words, too many models, too many concepts all mixed together, that you have to have a brain the size of planet to understand it, and is very difficult to put into practice. So that would be my kind of like, high level summary. And there are some people who have brain the size of planet, God bless them, they can go use that. But what we’ve done is create models and tools that normal people like you and me can actually use to create a shift in ourselves and organizational systems.

Speaker: Miljan Bajic 47:53

Yeah, that makes a lot of sense. And I think that’s one of the challenges of any kind of framework or anything that a lot of times too much for people to do and want to understand. So it’s great when somebody can take that, and simplify it to a point where it actually can be applicable and people can use it to make change.

Michael K Sahota 48:21

When people ask me, well, hey, Michael, do you still use the Schneider culture model that was in your 2012 book? And I go, like, well, no, because I tried using it for three years to create culture change, and it doesn’t work for that. It doesn’t help with culture change, so I stopped using it, because it’s really good to understand what’s happening, but it doesn’t help create change, yeah, not so much.

Speaker: Miljan Bajic 48:43

And that’s a good point. Some things are really good at understanding and for you to help understand what’s going on, but not necessarily making the shift or change. I haven’t made that distinction before, I think that’s a really good one. Maybe as a last question, what do you do for fun Michael? What do you like to do?

Michael K Sahota 49:06

I am so deeply in my life purpose right now of drilling out a profound technology for shifting people’s lives on planet Earth. That’s really my greatest source of inspiration and joy. It’s a pleasure to create and work and it’s like I don’t have a morning where I go like I got to go to work today. That’s not part of my reality system. But what I do for looking after kind of my body and my soul is I love going for bicycle rides, walks at nature. You know what I missed right now with COVID is traveling. There’s so many beautiful parts of planet Earth that we love visiting and spending time and so many really majestic and magical parts of those places. I’m thinking about botanical gardens in Sydney, Australia, a walk into Kensington Park and in London, or the town center in Antwerp. There’s just so many beautiful places.

Richard Kasperowski: High Performing Teams | Agile to agility | Miljan Bajic | Episode #11

Richard Kasperowski

Speaker: Miljan Bajic 00:31

Who is Richard Kaperowski? Can you tell us a little bit more about yourself, your work? What was your journey? Maybe just…

Speaker: Richard Kasperowski 00:39

Sure! So, I am Speaker: Richard Kasperowski and sometimes I’m a little goofy and silly like that. Let’s see so, I’m a writer, a teacher, coach. I do a lot of work with teams. We’re calling this podcast here Agile to Agility. I do a lot of work with Agile, I do a lot of work with something called the Core Protocols. And I do a bunch of work with open space technology. How did I get here? I was a 12-year-old kid with a computer in my house, which back when I was 12 years old that was unusual.

Speaker: Miljan Bajic 01:22

It was a big deal.

Speaker: Richard Kasperowski 01:24

It was a small computer, it was a big deal. Yeah, it was lot of fun. So, I grew up with a computer, which implies a couple of things. One is that I was better at computers than I was at people. Right? Because computers…

Speaker: Miljan Bajic 01:43

You are one of those people.

Speaker: Richard Kasperowski 01:46

I am absolutely one of those people. I’m your prototypical self-selected programmer kind of person. Computers are easy. They do exactly what you tell them to do. And when they do something different because you made a mistake, and you told it to do something that you didn’t intend, but you told it. So, it does whatever you tell it, whether it’s what you intended or not. People are harder, people are interesting, people are different. So, I was this kid, like all the other kids were outside playing baseball, soccer, football, street hockey, whatever, where I grew up, I grew up in New England. So, street hockey is a real thing. And I was inside playing with computer or playing piano, making music doing things that I could do solo that basically I had total control over.

Speaker: Miljan Bajic 02:34

Nice. So, you said you grew up in New England, I saw you wrote about it. The word wicked, I have a book that’s coming up, that’s called wicked leadership. And obviously, we have a connection to New England here, where we both know that wicked mean something different than what it means in most of the world. So, could you maybe talk about… obviously you wrote about it, you said… Can you share your thoughts on the word wicked…

Speaker: Richard Kasperowski 03:06

So, you did a lot of you growing up in New England as well. So, when I say wicked, you know what I mean? And the way you’re using it in your book title is a little different, or maybe exactly the same? I’m not sure.

Speaker: Miljan Bajic 03:20

It’s a little bit different has to do with wicked problems. So, which comes from New England too as far as I know, it was coined in Massachusetts…

Speaker: Richard Kasperowski 03:29

So wicked in the sense that I grew up using it’s an adjective, it’s an enhancer, it means very, very, very, very wicked. A wicked good time. There used to be a thing called Records. So there used to be a Record stored here. And their slogan was for a “wicked good time.” Right. So, you could have a wicked good ice cream cone. You could play street hockey with your friends. That that could have been “that was wicked, the way he scored that goal.”

Speaker: Miljan Bajic 04:09

It is interesting!

Speaker: Richard Kasperowski 04:10

It’s fun. I used to avoid it. But I’ve come to embrace my roots. And just be more natural with the words I say. And I actually like it. I love people’s accents. The word wicked is part of my accent. I love people’s accents. I love the differences that we have between each other. I love when we say things that are a little different from each other. And it like tweaks our brains a little bit and we know more about each other because of the words we’re using or the way we use the words. So wicked is one of those words for me.

Speaker: Miljan Bajic 04:48

Yeah, and also cultural It carries a lot of meaning with it, in implicit meeting like in a sense that, we know what it means but somebody, across the globe might think it is crazy.

Speaker: Richard Kasperowski 05:01

I joked with my wife about these words, she grew up in California. So, when we’re driving in the car, we go around rotaries and sometimes it’s wicked hard to get into the rotary and wicked hard to get out. What else do we do? Oh when I drink water from the Bubbler. When I want a bottle of wine, I go to the Paki

Speaker: Miljan Bajic 05:27

I love doing…

Speaker: Richard Kasperowski 05:28

The package store. Does anybody else call it a package store? That’s what we call it here.

Speaker: Miljan Bajic 05:33

I’m sure they call it something else that we would think maybe it’s weird, but I just spent the last few years in California and I miss California, but I did miss New England just for that. There’s something about New England that has its own little culture and bubbles.

Speaker: Richard Kasperowski 05:54

I was talking to somebody else who grew up around Boston a couple of weeks ago and we were joking. She was like, “Yeah, I grew up in the house near the rotary just on the other side of the Dunkin Donuts. No, not that Dunkin Donuts, the other Dunkin Donuts.’

Speaker: Miljan Bajic 06:13

That’s pretty typical up here. I was talking to Kevin Callahan last week, and he was joking about how is…, in remote parts of Maine. But for Maine standards is nowhere close to remote. So, it’s all relative, I guess.

Speaker: Richard Kasperowski 06:31

It’s all relative. I told a friend who lives in Canada. I went on our honeymoon a few years ago and told my friend, yeah, we went on our honeymoon at this place in northern Quebec. He’s like where, I’m like a true blonde[06:42]. He’s like, That’s not northen.

Speaker: Miljan Bajic 06:47

Exactly. So, you mentioned you teach and you teach Agile software development at Harvard University. How’s it to teach at university versus when you teaching public classes?

Speaker: Richard Kasperowski 07:01

Yeah. Okay. So, teaching a university course, versus teaching public course or the private class inside a company. I would contrast it more to teaching a private class inside a company. That’s sort of… it’s also a contrast to teaching an open public course. Teaching a university course, especially the one that I do, it’s totally an elective. Nobody has to take it. It’s in the computer science department, people take it because they want to take it. That’s the difference. People take it just because they want to.

Speaker: Miljan Bajic 07:36

Nobody told them that they have to.

Speaker: Richard Kasperowski 07:39

Yeah, nobody’s boss told them that they had to, nobody’s there begrudgingly. People are just there. They’re there because they want to be there. They’re totally engaged. They’re totally in there. They’re learning together. There’s nothing distracting them from learning together. That’s the biggest difference. And because of that, there’s so much positive energy in the in the space, and I’ll say the space versus the classroom, because we’re not always in a physical space anymore. There’s so much more energy in the space. And the learning just happens, the learning is so fast and intense. I think that’s the biggest difference. People are just there because they want to be there. And the learning happens.

Speaker: Miljan Bajic 08:31

How well do you see them adopt? I’m assuming this is undergraduate, graduate or a weekend program.

Speaker: Richard Kasperowski 08:38

This is the catalog as a graduate level course.

Speaker: Miljan Bajic 08:41

So, from a perspective of software development, I’m assuming you’re doing… in teaching some of the extreme programming, maybe some more programming, what is the class look like? how do you in a sense, what is the agenda?

Speaker: Richard Kasperowski 09:08

Yeah, so let’s see for starters, for anybody watching or listening, you can visit Agile Software course.org. It’s everything about the course including the syllabus, you can see the whole syllabus, the list of topics, there’s a button that will take you to Harvard’s website where you can actually register but it’s what you might call full stack Agile, it’s everything about Agile in a semester. Oh, and the summer version of the course, the semester is three weeks so it can be really short and intensive. Everything about Agile, the people stuff, the business stuff, the tech stuff. So, we’ll start with just what is Agile? Oh, and also, every learning segment is activity based. We learn by doing versus learning by listening to somebody give speeches, that old fashioned of learning somebody at a podium at the bottom of a big lecture hall. We don’t do that. It’s all learning by doing so, activities to learn about agility, activities to learn about Scrum, activities to learn about teaming and high-performance teams, all the technical things, activities to learn about the technical things, pairing mobbing test-driven development, working with legacy code, continuous integration of apps, everything about agile, full stack agility.

Speaker: Miljan Bajic 10:41

And people, I’m assuming are open to that, because I’ve taught at universities to undergraduate, graduate and it’s different, at least the courses of that are more like the scrum master course. And you have kids that never managed anything, or that never part of any regular process, it’s mostly 17, 18-year-olds, and their perspective is different. And I’m interested, how open are people to full stack development, to mob programming, some of the things that we see in organizations where somebody has been developer for 20 years, they’re not as open to those ideas or those practices is somebody that’s…

Speaker: Richard Kasperowski 11:27

Different levels of people’s readiness to try the ideas. One thing you’ve done some teaching at university as well. The private teaching that we do or the industry teaching we do, the public courses that we do “that’s wicked dumb.” Nobody should have to learn this stuff. We should, we all can continue learning, we all can learn new things as we grow in age and have new experiences. And we can bring those new learnings back into our lives and into our work. But this Agile stuff. The Agile Manifesto is 20 years old now Scrum is older than that, XP is older than that, this stuff goes back 25, maybe 30 years. There’s nothing new here. People should know this, when they leave their university program. If you’ve got a degree in computer science, or software engineering, or anything related to the business of technology, digital product development, tech product development, you should know this when you come out of your program. If you don’t know this coming out of your program, there’s a gap in your in your university program. So, this has been a dream of mine, that people would just know this stuff coming out of their CS degree or their IT degrees, whatever they’re studying.

Speaker: Miljan Bajic 13:08

That’s interesting, because I mean, …

Speaker: Richard Kasperowski 13:11

People can just know this stuff. they don’t have to learn it afterward. It’s not a big deal to introduce agility into your company, because people just know it when they join your company.

Speaker: Miljan Bajic 13:21

And that’s what Mike Koon said. I interviewed Mike Koon last week, and he said exact same thing, which resonated with me, which was like, that’s what we need, in a sense, and I spoke with one of the either Gartner or Gartner or Tobias Mayer, but they’re at the other hand, saying, if you look at the history of things, 20, 30 years is not a lot of time. So, we have to be patient with this stuff, too. And we are seeing more and more… at least last five years, have seen more universities more so, the next 10 years look promising from that standpoint, and maybe we’re just little impatient, and we want to everything, tomorrow, but I’m seeing a lot of progress to that space.

Speaker: Richard Kasperowski 14:14

Maybe this is something you alluded to this as you’re asking the question, there is a difference between teaching these ideas to younger people, versus teaching it to people who are already working in industry. I’m sure you do this in your courses. Everybody does this. We start a class about Agile or Scrum and by making the case that waterfall [blah, blah, blah, blah, blah,] doesn’t work that well [blah, blah, blah.] And here’s Agile and here’s Scrum and [blah blah blah blah blah], and everything’s better. The first time I did that to a group with a group of younger people, they were like…

Speaker: Miljan Bajic 14:56

Exactly what you’re talking about.

Speaker: Richard Kasperowski 14:59

Really, they were like, so what?

Speaker: Miljan Bajic 15:04

I did that they’re like, what’s waterfall? What’s Agile? in a sense? they have no…

Speaker: Richard Kasperowski 15:10

It’s a little bit of that, there’s no objection that you have to attempt to overcome. When you’re teaching younger people, it’s just, this is Agile, this is Scrum, this is pair programming, [blah, blah, blah,] let’s just learn the stuff. And for the most part, they just want to learn this stuff and try to do it. Oh, and here’s another one, when I’m teaching people, the various technical skills at any of these skills really, that they use every single one of them doesn’t really matter. Right? But okay, so people are resistant to pair programming. And that even comes from the way university programs work today, if you get caught doing your homework with somebody else, that’s cheating. So that means pair programming is cheating. So, people are just resisted, we grew up, like me, self-selected, kind of introvert, loner kind of person. I loved playing with computers more than playing with other people. Okay, not so much anymore. I like people more now than I like computers.

But for people who like being alone, still a lot of us are drawn to working with computers, and we just don’t want to have to write code with another person at the same time. Okay, so we go from being a solo programmer to now we’re learning pair programming. That’s a big step. I’m open to learning this here in the classroom with you Richard but and I’m never going to do this at work or my other courses. And then we take it up another level to mobbing together, like in a group of five writing code together. And it’s like, once they do that, they’re like, “I could never do that at work, or in my other courses.” But pair programming, that’s not so crazy. I could do that every day.

Speaker: Miljan Bajic 17:11

Humans are interesting, right? In the sense that, it’s all about perspectives. And a lot of times we don’t know till we try it. So yeah, it is…

Speaker: Richard Kasperowski 17:22

Anything new is hard. Anything that’s different from what we had just been doing. We automatically rejected it. It’s the way we are as humans, there’s some news, my wife loves knitting. There’s this knitting website that has a huge community, they even made political news during the Trump era. Because the community is so big, that it actually was important. They changed their UI. And the whole knitting community went nuts. Because it was different. It was part it’s better than the previous UI. And of course, it has its little, it has some new bugs that they introduced. But the community went nuts, mostly because it was different from what they had been used to. And that’s just how we are as humans, and whenever we encounter something different. It’s hard.

Speaker: Miljan Bajic 18:16

So, the core protocols are different. What are the core protocols? Maybe for those that are not familiar.

Speaker: Richard Kasperowski 18:24

Okay. So, imagine that you could watch some really amazing team at work. Really, any group of people, two or more people, this is how I define team. It’s because I started as a as a solo loner kind of person, two or more people, that’s a team aligned with a common goal, especially to be aligned with a common goal. Otherwise, maybe two or more people is just a coffee party or something. Two or more people aligned with a common goal, although if enjoying great coffee and pastry is your common goal, maybe your team,

Speaker: Miljan Bajic 18:58

Exactly, I was going to say, it could be…

Speaker: Richard Kasperowski 19:02

I miss great coffee and pastry during the COVID era. So, imagine you could watch a really great team. And imagine you could watch a lot of really great teams, and that you watched so many really great teams that it became apparent that there were some common patterns. You could sort of identify what those patterns are between all of those really awesome teams. And teach those behaviors back to other people and other teams. So, they could also be awesome. That’s what these things called co-protocols are. It’s a set of behaviors learned by observing really great teams and written down so that you could read them, you can learn them, you can adopt them, you can use them with your team, you can make them your team agreements, and they are different from normal from default team behaviors, and that makes sense because average behaviors that are not an average team is not the best team. Most teams are average. Now that turns out most of us are average.

And most of the things we do, although we all say we’re above average, most of us are average. The average person says they’re above average. So, most of us don’t do all of these sorts of things all the time. And they’re as simple as, share how you’re feeling with each other. That’s something that most of us don’t do most of the time. Share how you’re feeling with the people around you, just to tell people, I feel glad. I’m really happy to see you today. It’s so great. It’s been a while and it’s nice that we’ve got some video connecting us. We can see each other’s faces, and I can see you nodding, smiling And, it’s great.

Speaker: Miljan Bajic 21:01

I do miss in person though.

Speaker: Richard Kasperowski 21:04

I’m sad that we’re not actually in that room that you’ve synthesized. That would be better if we could be a team of two or more people enjoying some coffee and pastries together and…

Speaker: Miljan Bajic 21:21

Dunkin Donuts, what led you down the road, to the core protocols? How did you get introduced?

Speaker: Richard Kasperowski 21:31

Yeah, so, I told the story about being this loner solo kid with a computer, playing music, playing piano, whatever, by myself. I was a really good programmer. It was just natural and easy to me. And my skills grew and grew. As I grew. I did this as work. I was sort of a natural people leader because I was so good at the tech things that I had credibility. People believed me, when I answered a question said this is how we should do it. I was usually right. Or maybe something about my voice and body language, at least it seems like I knew what I was saying. went along with it and followed me. As I as I rose as a technical person and a leader of technical groups, I got more and more interested in it. Maybe this this new problem for me to solve was not how to write the code. The new problem was not how can I be the best writing code? The new problem was, how could we? How could we be the best at writing the code? And then it was like, how could we even know what code we should be writing?

What’s the problem we’re trying to solve? Not just writing great code, which is amazing for its own. It’s amazing fun on its own. I love that stuff. But what code should we be writing? And that led me into various things, that led me into Agility, Scrum, extreme programming. And we started, the extreme programming book came out around 1999, or 2000, or something. We started reading that and using those ideas. Reading about Scrum and using those ideas, I got more and more interested in how could we be our best together. So that was Agility Scrum, all the different parts of Agility. That was learning about emotional intelligence, that was learning about how people work.

Speaker: Miljan Bajic 23:38

The tough part. Would you consider the people [cross talk] [23:40]

Speaker: Richard Kasperowski 23:44

Most interesting part. People are way more interesting than machines.

Speaker: Miljan Bajic 23:54

Right now, maybe.

Speaker: Richard Kasperowski 23:58

A life amongst people is so much richer than a life without people. This is how viruses spread. We need to be around each other. And virus will take advantage of that. Humans need to be near each other. We need each other. Even when we know that we’re going to get infected by a deadly virus, we have to get together, we need to do we, we need other humans around us. We cannot be around other humans and life together so much richer than life sitting alone, writing code by yourself.

Speaker: Miljan Bajic 24:40

So just to build on that, as far as core protocols, and maybe who influenced that, as far as I believe it’s McCarty. Yeah. Could you maybe talk about that a little bit. You wrote two books on the core protocols too so how did they influence your work?

Speaker: Richard Kasperowski 25:08

In fact, the core protocols is their work typically. And I’m one of the people fortunate enough to have befriended them, I learned about it from them. And I get to share the ideas, spread the ideas through the world and help other people put them into practice. I guess that’s a lot of what I do, I don’t know that I’ve… I’ve probably invented something or come up with some new idea at some point. But I think one of the things I’m really good at is taking other people’s ideas or finding research that other people have produced and helping people apply it to themselves in their teams. And I guess that’s what a teacher does. That’s what a coach does. So that’s one of the things I guess I’m good at, that I really enjoy doing.

The full origin story of core protocols is that Jim Michelle McCarthy, we’re working on an average or worse team at Microsoft, the took a few steps to make the team better. But they were like shooting into the wind, they didn’t really know how to make the team better. Turns out the team was amazing. It was I say, high performance team as a team that’s measurably better objectively better than other teams that do similar work. Their team was that, it was like the best in their in their niche. They felt like they got lucky, which is my experience with so many of my past teams, I just got lucky, really no original. And we did a few things on purpose. But mostly, it was just lots of random group of people. And turned out we liked each other enough that we spent enough time together that we got some good results happening. They left Microsoft and opened with a describe as a team research lab. And they invited some groups of people into the lab, they would give them an assignment, sort of a work assignment, and deadline five days and not do anything else, just watch. So as observational research, they did these enough times with enough teams that they started to notice patterns in the teams that were successful at the assignment.

And then they turned it into experimental research. The variable they introduced is, what if we taught these behaviors back when we taught these behaviors to the teams that entered our lab. So they did that. And every time they did that those teams were successful. They replicated that with real teams that industry. Other people did it with real teams and industry. So, the variable wasn’t just the McCarthy’s. The variable was these behavior patterns that other teams could learn and adopt. And they wrote about them, they call them protocols. Where protocol in this sense is a description of a script, a team agreement, a contract, maybe that’s how we behave together. Protocol in this sense is like a medical protocol, healthcare protocol, like, surgeons wear masks in the operating room, and then all the people in doing a procedure communicate very clearly everybody’s role is clearly defined and so on. Also, like a diplomatic protocol, a way of behaving so that we achieve our mutual goals, and there are no misunderstandings. Right, so that’s what protocols are. And these are like Team agreements that you could adopt with your team to read…

Speaker: Miljan Bajic 28:57

I think also more than that, in a sense, the way that I see it is a belief too. For instance, positive bias, right. It’s an agreement, but it’s also belief you have to believe in that and also value positive bias and then your behaviors will reflect that.

Speaker: Richard Kasperowski 29:20

But yeah, it’s interesting, sometimes I don’t know what comes first, the mindset or the behavior. With enough practice at the behavior, the mindset does change. With enough practice at saying yes to people, your mindset does change versus automatically saying no, you build a new reflex. It’s a kind of deliberate practice.

Speaker: Miljan Bajic 29:46

One influences the other, right? So, it’s like…

Speaker: Richard Kasperowski 29:50

There’s a feedback loop there, they amplify each other. I learned some of these things from the community of Agilists like you and me. Stop saying but, start saying and. Right? And if you catch yourself saying no, you catch yourself saying but, and then you go yes and right. And the more you practice it, the more you become aware of it. So, your mindset changes, the more you’re aware of it, the more you catch yourself, not doing it. So, your behaviors change. Yeah. And you’ve started to build up this this kind of bias toward positive outcomes, which I think actually is the foundation of, of success of great teams of success on an individual level.

Speaker: Miljan Bajic 30:37

Yeah, I mean, that’s one of the things I want to ask you is, you talked about awareness, right. And I was maybe months ago talking to this guy, Greek guy, Zak, on a beach down in La Jolla, in San Diego. And my wife was playing with my son and his daughter, and we just joking around. And we have some common interests and things like that. And after my wife said, you know how many times you said no, but because I told her, I teach people, we do the improv in classes.

And I’m like, I had no idea. I was having a good time talking to him. But I wasn’t aware. I didn’t practice awareness. So, what do you tell teams? I mean, awareness is core of a lot of things, including the core protocols, how do we become more aware? What is typically your suggestion? How can we practice and get better at awareness?

Speaker: Richard Kasperowski 31:44

Yeah, I call it self-awareness. It’s one of the one of the building blocks of great teams, probably one of the building blocks of great anything self-team product. Deliberate practice, right. So deliberate practice is finding the things you need to practice, finding the things that you haven’t already mastered. And practicing them. I’ve done a lot of this in my life with athletics. I did a lot of deliberate practice practicing Marshall arts. I do it with music, I’m back to piano after 30 years off piano, doing a lot of deliberate practice. I’m at hands Exercise number 29 out of 60. And I’m just blowing through the deliberate practice the finger trainer, and I can play piano better than ever, in my life. It’s amazing. A lot of it is because of the deliberate practice. In physical activities, we call it building muscle memory. Right, so that your body just knows what to do without having to stop and think about it. If you’re sparring with somebody in Marshall arts, you can’t just stop.

Because they’ll kick you or whatever, and they’ll score points for you, you playing music, you can’t just stop and think about what note to play next, just play. And the way your body just knows it’s the muscle memory, it’s from the deliberate practice, the same thing with anything that any complex skill that you hope to acquire, even though this positive, just this bias toward positivity, it’s complex to change the way our brains work. How do you change it deliberate practice, you find the right way to practice it, you find the gaps that you need to work, you find the right feedback loop to notice when you’re doing it right. Or doing it not quite the way you want. And make the right adjustments.

A really easy example is this emotion check in I mentioned earlier, how do you practice that emotion check in, in a deliberate way. Every time you get together with your team? You do and you share how you’re feeling with each other. That’s how you practice it until it becomes second nature. And then you can just do it without thinking. Do it without thinking comes from you just test driven development. How we do that, we do deliberate practice. So that by the time you get to writing your real production code for work, you just do it that way. You don’t have to think about it. You just do it, you’ve built the metaphorical muscle memory. And it’s just how you do it.

Speaker: Miljan Bajic 34:30

That’s just remind me, you could do a lot of things… I joke around but you can do with your family. So, even with your significant other, checking in talking about how you feel is probably going to strengthen that connection in that relationship. Right. So, it does apply. probably No, but it’s interesting. We talked about work and we tried to separate work in life. A lot of this you can’t really separate it Same thing,

Speaker: Richard Kasperowski 35:00

It’s the same thing. Your best work team is an example. A work team is a relationship with a group of other people, your best work and is with you, if you have a best work team, then you have had a best relationship. And if you’ve had a best relationship outside of work, everything that you’re doing in that relationship that made it the best you can take to your work team. A work team is relationship, anything you do in your non work team, you and your wife, you and your family. You can take skills and ideas from the best parts of your work and bring it into that as well. There’s no, you’re the same person, whether you’re at work or not at work. So, there’s, really a lot of…

Speaker: Miljan Bajic 35:47

A lot of times the work forces us to almost, at least in the past, especially to do a check in when you go into the building and be somebody else than what you are outside. Connection, like deepen connections, is also something that’s part of core protocols. But how do you deepen connections in today’s virtual environment, I’m assuming that’s a little bit different, right?

Speaker: Richard Kasperowski 36:13

A little different. And it’s mostly the same. You and I can share how we’re feeling right now. And it totally works. We’re missing our complete set of senses, right? I can see you but I can’t see all of you. So maybe I have half a sense of sight now. I can hear you but I can’t hear all of you, there’s some signal processing, I can’t hear your voice. As if we are in the same room, it’s a little different. You have you have good audio gear, I have decent audio gear, we can we can hear each other pretty accurately. There’s no sense of smell, there’s no sense of touch, we’re losing a lot of our senses that we would have if we were together. And yet, we can still connect our brains and hearts. Right?

We could share our feeling as an easy example. We could share with each other with enough self-awareness if we knew we could share what we really care about what’s the most important thing in my life? What’s the most important thing in your life? We could ask each other big questions. We could have a big talk kind of conversation. And really, we’re having a big talk kind of conversation, we can really connect with each other. And we know when it’s happening. I can’t tell whether it’s happening for you. I know it’s happening for me because I feel it. No, no. Yeah. And right. That’s feel it happening. I know it’s happening, at least on my side.

Speaker: Miljan Bajic 37:40

And that’s what I said like before…

Speaker: Richard Kasperowski 37:42

I think that’s the only way I can know because as humans we communicate at least 50% using words. Okay. And yeah, we are losing some of our communication because we’re not physically present with each other. But I feel it right now. I feel like we’re connected and we can get geeky about it and call it, at really high bandwidth or whatever. But I feel it right now.

Speaker: Miljan Bajic 38:06

Yeah. And that’s why… I feel the same way. And the reason…before I started recording, I said, the reason I started this podcast is, I miss people, I miss talking to Richard, I miss seeing Richard, I miss seeing these people or, opportunities to meet somebody they didn’t so… when I was making a list of who I want to talk to, I was like, Richard, I haven’t spoken to Richard in a long time. I was like…,

Speaker: Richard Kasperowski 38:31

Your podcast title. It’s like Agile to agility. Because I wanted to talk to Richard.

Speaker: Miljan Bajic 38:40

You’re one of the people that I thought I was… what would be a good way to talk to people, record it share it and see if anybody else is interested in hearing what we were talking about. So, it’s…, we’ll see how it goes. But that’s the intent behind what Milan is doing here. How do we amplify team’s awesomeness? You talked about awesome teams, we’ve talked about in the past. What are some of the things that you help teams do to become Awesome? Yeah, yes, wicked awesome.

Speaker: Richard Kasperowski 39:20

Wicked awesome. You want a wicked good team? What do you do? Well for any kind of team, I got interested in this these core protocols stuff and emotional intelligence and safety in these ideas. Because they just apply to any group of people. Any group people you care about. And then I often say it like that, as I teach a class on this, as I go through the class that turns it. It transitions from talking about your work team, to just talking about any group of people you care about, because that’s actually what we’re talking about a group of people you care about. You can practice, you can do deliberate practice to get into the state, you could pick up one idea and try it and sort of, I realized yesterday, I used to talk about move the needle to the right, right, like you’re driving a car on the accelerator.

Yeah, but we don’t have a needle that moves to the right in our car anymore. It’s just a digital readout. You can make the number go bigger. Make the team a little bit better every day, you can make your best group you can make your favorite group of people a little bit better every day. Just to try one of these ideas like, explicitly sharing how you feel all the time, not just when you’re mad about something all the time you could be happy about something and share it. You don’t it doesn’t just have to be I’m mad about the way you left the bread crumbs near the toaster. Okay, but if you only tell me that you’re mad about things, and all I hear is that you’re mad at me about things. I never hear that you’d like me. Share how you’re feeling all the time. Oh, this is an idea from extreme programming. It’s if something is good, turn it up to an extreme do it all the time.

Mike Cohn: Scrum Alliance, The past & future of work | Agile to agility | Miljan Bajic | Episode #10

Mike Cohn

Speaker: Miljan Bajici 00:39

How did scrum Alliance come about?

Speaker: Mike Cohn 00:41

It’s an interesting story. And it’s get somewhat lost to the Sands of Time as people have kind of selective memory about it. But mine is pretty good on this, actually dug up some of the old emails on this. The Scrum Alliance is actually not started by Ken or myself, neither of us were involved at the absolute beginning. It was started by a guy named Brian Zarnet. I believe he is now a karate instructor in Toronto, he didn’t hang around Scrum for very well. And he started as a program within the Agile Alliance. And Ken and I were both involved, we were on the board of the Agile Alliance at the time, this would have been 2002. And I was running what was called the programs program, which was to encourage new programs to form, and one of the programs was to put on a conference, one was to find the best agile articles, there weren’t very many right back then you couldn’t google them. And we had Brian wanted to start a scrum program within the Eric Colto’s scrum Alliance. And I think, you know, within like a day of starting that he asked Ken and I to get involved, right. So you know, we were not there the minute it started but a day or a couple of days later. And so we got involved, Esther got involved, probably about six to nine months later in to this, I could be wrong on that, but it was definitely six months to a year, somewhere in that range later, because we’d already been going a little bit. And what happened is, we started within the Agile Alliance and then Ken wanted to start the certification program in May of 2003.

He also had visions of “hey, we might do a scrum conference someday”, we had no idea we would call a gathering or anything like that. But he was like, “you know, we might do something”. And that created a problem for us because now we were going to have a problem, in that we were going to be taking money in, and it wasn’t about making money. But you know, charge people $100 to go to a conference, spend all the money. You know, it was never meant to make money. But as a program within the Agile Alliance, we were going to take money and spend it on events. And we couldn’t set up a bank account because we weren’t a legal entity, right? We’re a little division, something else, right? And so we had to spin it out of the Agile Alliance. And that’s when we started kind of the, what everybody knows today as the scrum Alliance is a standalone entity. And we started out, yeah.

Speaker: Miljan Bajici 03:01

What was the discussion around like, you know, starting as a nonprofit, and the way you did and how was that? And somebody, I think it was Tom Miller, that told me that you were the actual person that incorporated company. Is that true? Like what and how was the discussion?

Speaker: Mike Cohn 03:18

Pretty close, so technically it’s my wife. My wife is the founder of the scrum Alliance. I hate paperwork, I hate any paperwork and my wife kind of our deal, she’ll do it for me, because otherwise she knows I’ll never do paperwork like, I remember early in our marriage, we’d have to get reimbursed for medical expenses back then, you know, you’d pay the insurance company, would pay you back if you overpaid your deductibles. And I was just like, it’s not worth the money for me, $50 you do it. And so my wife does all that paper. So she technically incorporated us. Now the reason we, we actually started as a for profit corporation, and that’s because I think Ken and I are very similar in this way. We’re both what I call the right amount of lazy, you know, where we just don’t want a lot of extra work, we don’t want to deal with a bunch of paperwork, a bunch of crap, right? And so our goal was to be a for profit corporation that didn’t make any money, right? We didn’t want to make any money from this, we both had our own businesses. We’re making money from our businesses, not great livings back then, but we had our own businesses. And the scrum Alliance was meant to be a thing to kind of spread credibility to others. That’s kind of how we started it. We talked about being a credibility transfer organization. And we were funding it basically ourselves. And Ken in particular, I mean, Ken put a lot of money into just hosting events and things like that, he would donate just do this. He’s very generous guy.

Speaker: Miljan Bajici 04:47

How much did you put in?

Speaker: Mike Cohn 04:49

I’m not I mean, he would put in a couple of $1,000 to like, you know, start the very first, If we go way back in history, and yet the Agile Alliance, there’s people in it but nobody’s paying any money until, they are just joining, and you want to put on an event, and you know, the hotel wants a deposit, it’s like, okay, we’re an organization doesn’t have any money. We’re going to charge people, you know, maybe $500 to come to the event, but we don’t have it now, right? So Ken would fund those types of things. I don’t remember how much I did, but I did some. And but a lot of it was Ken, I think Alastair Coburn pitched in some on that. But you know, it’s a new organization, it’s got to get bootstrapped. Right. And so they were funding those things. So Ken and I started Scrum Alliance with no intention of making money. We just didn’t want to do the paperwork, right, it’s more hassle to be a nonprofit, right? You got to prove you’re not making a profit, all this other stuff, right? We’re the right amount of lazy, we didn’t want to do that. So we said, we’re going to be for profit that doesn’t make any money, you know, the end of the year, we’re going to make $87, and we’ll pay taxes on $87. Right. And it’s nice and easy, nothing big hassle. And we ran that way for I’m going to guess, like a year and a half, maybe two years, and then switched to a nonprofit organization. Yeah.

Speaker: Miljan Bajici 06:06

Why did you switch? Like, was it just, it was growing? Or like, what was the reason for switching to nonprofit?

Speaker: Mike Cohn 06:14

I think Ken and I would have kept it as a for profit corporation, we would have just continued again, that little bit of lazy, you know, it’s already incorporated, why change it? I think we would have continued. What happened is a fair number of the trainers were pushing to make it a nonprofit. And I think that was the right answer, I didn’t really care. But some of the trainers were pushing to make it up a nonprofit. And I think part of it was that it was starting to see some money come in, trainers were paying $50, a person they trained that was funding it. And Ken and I were still putting money in the organization to keep it going in the early days, but it was starting to get some money coming in and I think trainers, I’m guessing this might have started to see wow, this thing’s going to make money someday. I’m not sure I trust those guys to, you know, and that was probably why it’s good. I don’t know if I would have trusted myself, at the point where the Scrum Alliance you know, whether you’re training, you know, 10s or 100,000 people a year, I don’t know that I wouldn’t trust myself to not say, “oh, I need to salary from this or something”. So pushed by the trainers, I think it was good. I wouldn’t have done it on my own just out of laziness, though.

Speaker: Miljan Bajici 07:21

Yeah. You mentioned conferences earlier. And in 2007, I believe you guys had like, you know, less than 50 people, I think maybe 30. And people are already complaining how big it was. Could you talk about maybe a little bit about those early conferences and what was going on?

Speaker: Mike Cohn 07:43

Yeah, the very first one was hosted by Boris Glover, who was one of the early Certified Scrum trainers. And I think it was in Austria, it might have been Germany, but somewhere in that area, and very small you know that. I mean Ken liked the idea, and Boris had come up with the name gathering. And so Ken liked the idea and wanted to put more events on, and my wife did it again, she contracted with the first hotel that we really did like a formal gatherings in Boulder, Colorado, and the Boulder Auto Hotel there, which is very fundamental to the history of Scrum, we’ve had a lot of events there. And it has one big room that we could set people into. And we like to end the gatherings with everybody in a big circle, one big circle around the room, and everybody would say I don’t remember exactly what it was, but Esther Derby, Dinah Larson would facilitate this and you know, say something like “you are appreciated about the gathering or something”, you know, one of those types of debriefs at the very end. And a year or two later, all of a sudden, we had to have two circles, right? We wouldn’t fit in one circle around the room. And there started to be a huge amount of uproar, we can’t ever get bigger, it has to stay this size. And I remember Ken and I talking about it’s like, that’s not an option, right? I mean, you know, I don’t know how you would do a 50 person event in the scrum world. You know, what would you charge people you know, you’d have to charge or have it be in a lottery who gets in or something, and that just doesn’t feel any better, right? And so a lot of people wanted to keep that intimate feeling but you can’t do that if you’re going to really create a bigger movement so, we started to realize we had to get into bigger events, just you know, because there enough there was enough demand. The early ones are invitation only, you couldn’t register, you had to be invited to attend.

Speaker: Miljan Bajici 09:31

Yeah, that’s so cool. I even heard like I think it was in 2008, it was important, I believe, and there was even like a fist fight about I don’t know if you remember that but it is interesting. It was the night before and then the gathering, there was some guy that I think either Ken or somebody hired as a bodyguard or security.

Speaker: Mike Cohn 10:01

Oh Jesse. Yeah, that’s true. That happened, I think he had the bodyguard at Portland but it happened because of some things at a prior gathering. And my memory could be a little wrong on this but that had to do with when the push to move from being a nonprofit to a profit, and people were mad at you know yelling about that and I remember somebody being very vocal and aggressive in criticizing Ken, and I always have like a couple $100 with me just, you know, I have weird credit card issues, like my credit card got declined buying a carwash or whatever so, normally have like a couple $100 just in the corner of my wallet type of thing. And so I remember pulling that out and go over to the person “here’s your refund for the event, go home”, because the person was just being super disruptive at the event and attacking Ken, criticizing all of this. And after that Ken decided he needed a bodyguard. I think that was a bit of an overreaction. It was kind of fun because Jesse was the name of his bodyguard, and Jesse kind of went everywhere with him for, wasn’t very long, maybe a year at the most, but I think it was more in the terms of months.

Speaker: Miljan Bajici 11:18

What was your experience working with Ken?

Speaker: Mike Cohn 11:21

Ken was always a lot of fun to work with. He is very passionate about Scrum, willing to, I think it was one of those athletes that just collapses at the end of the game, right? You know, just like, think like Michael Jordan playing basketball with the flu and still winning the game and stuff, right, and then just, you know, being dead afterwards. And Ken was always very much that way, he kind of leave it all on the court, you know, give it everything he had. So I had a lot of respect from that way. Just kind of, I mean two kind of fun stories from the early days with him is that Ken just never met a schedule he could stick with and so he and I would co-train quite a bit, we co-trained the very first CSM, we co-trained the very first cspo course, and many times in between, they’re probably co-trained, I’m going to guess 30 or 40 times. And he’d have an agenda like, you know, we want to be here by 10, we’ll be here by 11 o’clock, and he would just decide he wants to spend an extra three hours on you know, why the scrum master can’t also be the product owner. It’s like, okay, great topic, but you just spent three hours on it. Now, how do I get the afternoon back on schedule. So great guy, and he could lecture for three hours on any topic, but just really, really never met a schedule that he liked.

Speaker: Miljan Bajici 12:39

Is it true that he had like 250 slides, and he will just go through them? Like what was his training style?

Speaker: Mike Cohn 12:48

I want to make sure everything that I’m saying is with love for Ken, it’s just fun memories of the stuff. We all have our own weird things, I could point out some about me. But he also was the only guy that loves the Comic Sans font. Right? So he had slides that were in Comic Sans. And for some reason, they were portrait mode instead of landscape mode. So he’d be on a landscape mode screen with portrait mode slides. I guess it’s nice because they print but that’s what his slides are like, no graphics, just text up there. He was not a read the slides guy at all, that’s not his training style. Again, very engaging trainer, but he’d have a slide up there he wouldn’t even look at, he might be on one slide for an hour, just telling stories about whatever the point is, and then he would jump 30 or 40 slides ahead. So he didn’t have a huge slide deck that I recall, but he had lots of different slides where he could tell different stories. So he might be on this slide for a half hour, jump 30 slides down the next slide for an hour, jump 30 slides. So he uses the slides more as like “don’t watch the screen while I’m talking”. It was not ever, It’s not a crutch, that’s not his style where he needs the slide as a crutch or reminder. It’s more “oh, yeah, so let’s talk about the product owner”, and he talked about the product owner, it would relate to what was in the next 30 slides but he was not fast forwarding through slides. That’s never the style.

Speaker: Miljan Bajici 14:10

Oh, yeah. You hear these stories and like, you know, I wish and I’m going to reach out to Ken as well and see, you know, if he’s open. I know he’s had some health issues but I would love to talk to him and Jeff, as well. So maybe let’s shift gears a little bit. I asked earlier about what was Jeff in all of this? I know, you all have your own companies, was he involved like it just as far as like checking in with you guys, or what was your relationship with Jeff?

Speaker: Mike Cohn 14:48

Jeff wasn’t involved in the early days of the scrum Alliance, very early in Scrum, right, you know, first guy to really talk about Scrum and some of the old use net forums is where he was first posting about it. But he wasn’t really involved in the scrum Alliance, because he was kind of late to the game as an independent trainer, he was working as a CTO or VP of, he was working in the company called PatientKeeper. I think was that the company? I might be wrong in the name of the company but he was running a company as their CTO, essentially. And so he was not there, like training different companies and so he wasn’t as involved in that way. He wasn’t involved in founding the Alliance or creating their courses or anything like that.

Speaker: Miljan Bajici 15:36

You have written I believe seven books, starting back in ‘96, or something like that. How did you get into writing?

Speaker: Mike Cohn 15:48

Yeah, I would say, my background is as a programmer, I was a C++ programmer, and I would post a lot on one of the Usenet forums helping people with, you know, how do I do this in C++? How do I do this? And so I just answered a lot of questions. And they’re just, you know, like, you might spend time on social media today, comp dot Lang dot C++ was the UseNet forum on C++. And I helped, I enjoyed it. And a book publisher noticed me posting a lot and said, “hey, I have an author who just bombed out on his book, he was supposed to meet the deadline hasn’t, you know, he’s written like four pages, do you want to take over the book?”, and it was a topic I was interested in, it was about database development using C++. And so I was asked to take over that book, did that and then I was very early maybe in ‘95, I was fairly early in the Java beta program. And same publisher said, you know, we want to come out with some books on Java, can you do some of those? And so I did three Java books in like ‘95 through ‘97, early days, early days of Java.

Speaker: Miljan Bajici 17:00

What is your process? How do you write? Like, do you have a, you know, some people have a specific time of the day, what’s your process for writing?

Speaker: Mike Cohn 17:09

I tend to outline the book kind of one level down, I definitely list the chapters, I just have an outline of the chapters. And then I list the main points that I want to do in the chapter. And then often, I kind of start in the middle of the chapter, I’ll just kind of write what I want to want to say in the middle because for me, the hardest part is the introduction story into the chapter, how do I get into the topic. And so I tend to try to write part of the topic, and then I back up and do the beginning. For my books, what I’ve done is I’ve always worked in this very much, very much the Pomodoro approach now. And I remember talking to I think it was Francesco Cirillo, who came up with that, and he and I were doing something very similar, and he totally invented Pomodoro, but I was doing something identical, because I’d read a book about writers’ block, which I don’t really suffer from, but I worry “Oh, no, I’m not going to be able to do it”. And so I was doing essentially a Pomodoro type of technique right around when he came up with that, because I would have a glass timer, if you got one here, somewhere off his hips right over there. I’ve got a, like a sand timer, and it’s a 30 minute timer, and I turn the timer over. And while the timer is running, I write and my promise to myself is I will not stop, I won’t check social media, I won’t get bored and go get something to drink. I’ll just keep writing for 30 minutes. If it’s junk, I’ll throw it away. I don’t have to keep it but I’m going to stay focus for 30 minutes. Then what I like to do is I like to turn the timer, this works a little bit from a Pomodoro, if I’m on a roll, I’ll just turn the timer over and keep going for maybe two hours. But if I feel like I’ve worked for the 30 minutes, and I want to break, check my email, make a call something like that, I’ll stop the timer and do whatever I need to and then I’ll start another one. And I would just try to run a I just called the sprints, of course, right? I would just try to do those writing sprints, you know, trying to get like five or six a day and when I was really focused on a book.

Speaker: Miljan Bajici 19:07

That’s really cool. In the sense you make a commitment to yourself, you don’t do if you turn that, you make a commitment. Interesting. I know you stopped traveling some years ago, at least I know I’ve reached out to you, I tried to get you to come to I think Maine once and to Europe, to Serbia, and obviously now COVID has changed the game and in many different aspects in our personal life obviously, in work environment, how has COVID impacted you and what you can do both, you know, personally as well as professionally?

Speaker: Mike Cohn 19:50

I still travel, not now, but I mean up until COVID hit I still was traveling so I just was kind of cut back and what I was doing is kind of cutting maybe like two trips a year. Kind of winding my schedule down instead of being on the road 30 weeks a year, let’s go to 28 to 26 to 24. So it’s kind of going down. And what I’ve learned with travel a long time ago was I had this theory that I had to travel to different cities because you know, somebody would want me in Minneapolis, right, but then I couldn’t come back to Minneapolis until demand had built back up. And what I learned is I was better off going to a smaller set of cities more frequently, because what would happen, I’d go to a city, people would, I think like the class, and then recommend it to their friends. But if I wasn’t coming back for six 9-12 months, the friend would go take from somebody else. So I was kind of compressing my schedule, and just going back to a smaller set of cities more frequently. And that was why I kind of cut down on some of the International stuff unless I was trying to build up a presence in an area, I really didn’t want to go there because I was going to go back four or five times, or go back multiple times a year, it just was impractical. What COVID did is, we were actually very lucky, we do the least twice a year, we were getting together in person, all the people in my company. And we would set big goals for the next year. And we had done a meeting in December of 2019 in Santa Barbara, California, and set our goals for 2020. And one of our goals was to do a non-certified course online and just see how that would go.

Because I like the ability to deviate from some of the stuff that this rumblings mandates being a CSM course. And, you know, I mentioned earlier that I’m not just a scrum guy, I want to teach other techniques, and so we were starting to go down that direction I’d already had in January and February, I already had a couple of conversations with some university professors on how are you teaching online? What’s the best mix? How are you assessing whether your students are learning, what’s helping them learn? And so we had started to think about, we hadn’t really done much but have been rolling around in my head quite a bit by the time COVID hit. And so we were started down this path. And then when COVID hit or shut everything down in early March, we’re already a little bit planning for this. And so we switched our courses to where we do very much a hybrid model now where we do the live online stuff in zoom.

But if you think about any course, there’s always a time when the teacher has to lecture, right? You know, taking a class on math, and it’s in calculus, you’re going to solve calculus problems but the teacher has to explain, you know, “hey, here’s how we do this. Here’s a do the next step”. And so what I had done in January and February, I recorded all of my classes, I wore a little mic while teaching, had all those transcribed, and then I was able to look at it and see where did I go five minutes, or longer lecturing. And I took all of those little five minute things and turned them into videos. And so our courses now are videos where all the boring lecture, I’ll call myself boring, or all the boring lecture is pulled off into video and you can watch that whenever you want. And then that lets the live parts just be, if they’re interactive, I mean, it’s all exercises, it’s all Q&A. So I talk a lot, but I’m not having to lecture, I’m responding to a question, right? Yeah. And so we did that. We also hired, I think, five trainers to deliver some of the courses. Because I’m really focused on using my time in a little bit more leveraged manner. And so I don’t want to be teaching all the time, it will be easy to fill up the courses with just me, but I didn’t want to do that nonstop.

Speaker: Miljan Bajici 23:32

And have you been surprised by how well the online training has been received? Or you just kind of given the “you already tried that”, I’m assuming the feedback is positive, because I think that’s what a lot of trainers, including myself are seeing.

Speaker: Mike Cohn 23:50

No, I’m not surprised because we were starting to experience that already. I had done something, I used to teach a course called Agile estimating and planning based on one of my books, and I would teach that in person. And then I moved it to be a pure video course with no live element, just video. And I did that, like eight or nine years ago. And when I did, I gave people a test at the end of that course, just a little optional test, you know, take this test if you want to help me out to see how my course is doing. And I gave it two out of four or five courses, four or five in person groups, and the first couple 100 through the videos. And the people watching video did better on the test than people in the live sessions. And so I’ve always believed in the power of that. And part of it is that in a video course, you can rewind, right? Something I didn’t get that I want to rewind or I lost attention, my dog walked in the room, I lost attention for a second let me rewind. And so it lets people rewind, it lets them rewind without having to ask the instructor, “can you explain that better? Can you say that again? I didn’t get that right”. People can get embarrassed by that. And so we were seeing better educational outcomes with the video courses. So when we move to having a hybrid live online plus videos, I fully expected to be able to do very well with it. And we put a big investment into our, we build a platform for doing exercises in the course. And so we put quite a bit of money into that over the last year. And so that’s really helped. But we’re seeing people enjoy the courses quite a bit. So I’m happy about it, not really surprised that it’s worked out, though.

Speaker: Miljan Bajici 25:28

You’ve been a visionary, you’ve seen things before they come, at least that’s how I see it. What do you think? Is going to be the next five years? What is the balance between in-person versus online? What are your thoughts on what’s coming?

Speaker: Mike Cohn 25:48

I wish I could say that I’m visionary. I don’t know that I am, I think I’ve gotten lucky on a few different things. But you know, I’ve also been wrong about things. And those are not always the ones that people notice, right? Because you’re wrong, and you know, it just doesn’t stay. So I’ve been wrong about plenty of things. I think as soon as companies get the chance, they’re going to want people back in the office. And I think it’s really great the stuff that we can do with video. But you know, the Zoom fatigue thing is real. People do get tired of that. I mean, you know, as an example, you and I are making total eye contact right now, that’s not normal, right? That’s not normal, right? If we were in-person, you would know that I’m paying attention, but I might be looking off to the side, just kind of looking at something, right. And I noticed when I do that, I’ve kind of a nice view off to this side, this side is bathroom, this side is a nice view. And I’ll be in a meeting with my team, and I’ll look off to the side like this and I realize I’m being really rude, right? They think I’m being rude. They think I’m not paying attention, right? They think I’m watching TV or something, and I’m watching The Bachelor. And so I’ve had a couple of times in meeting, say, “I’m thinking, I’m listening to you, I’m thinking I’m just kind of staring off into space for a second”. And so I think companies are going to be very eager to get people back into face to face things. I do think all the predictions about it being a hybrid world are going to be true, right? We’re not necessarily going to make everybody come in every day.

But I think companies are going to have people in, they’ll be there for two or three days a week instead of the five days a week. Instead of the core hours idea that’s been so popular, companies I think we’ll see more core days. Right? You know, your team is all here on Monday, Tuesday, Wednesday, the other team is here on Thursday, Friday or something like that, right? So we’re not overfilling the office. And I’m not about COVID stuff, I’m about, you know, shrinking office space. So you know, the offices will shrink, it’ll be a little bit more for the hot desking or Hoteling it’s called. And, but I think people are going to be back in there. In terms of like what we do with travel and stuff like this, I think a lot of companies have learned that the live online, the Zoom type classes work. We’re planning to do this, like I said, in December of 19, we said we were doing this anyway, right? So I know that we would have done it. It was a goal, would we have met our goal? I don’t know. In March we had to. But I think that’s going to continue. So I anticipate us having kind of a hybrid where we’re able to do some live online courses, and then some in person courses. That’s the future that we’re preparing for starting to think about, you’ll have some little like internal best, just me and some of my team like, okay, when will we hold the first event? And you know, when will we first be back on an airplane, right? So we’re taking over a few internal bets on where we think that’ll be.

Speaker: Miljan Bajici 28:29

So what are you betting on? Like, when do you think we’ll go back? Months? Years?

Speaker: Mike Cohn 28:35

I think that will be just months. I think I could right now do an in-person course in August. I think we could announce one for August. And we’re in March as we do this, end of March, right? But I think it’s going to be August that I could do a course I don’t think we’re going to because the summer, but I think you know if we just look kind of chronologically, I think that would work out. And so I think we will probably do a class in September or October in person. And the reason why we put it off a little bit is you know, I can’t do a course tomorrow, maybe everybody’s healthy tomorrow, COVID vanished from the earth, I can’t do a course when nobody knows about it. Right? So you know, we have a month or two to promote the course, get the hotel, all that type of stuff. So I think we’re going to feel comfortable in May or June booking an event, putting it out into September, October. So I fully expect we’ll do something in-person this year.

Speaker: Miljan Bajici 29:29

Yeah, that’s great. I mean, I think a lot of people are looking to go back to some type of normal and I think that’s a good indicator that at least, you know, we’re moving in maybe in a better direction. What are your thoughts on the current state of agile, obviously with the 20th anniversary of the Agile Manifesto a lot of things have changed, a lot of things have not changed, what are the things that you see, as far as the, you know, where Agile, Scrum and that whole movement that I believe, but you and your peers started, where is it in 2021?

Speaker: Mike Cohn 30:18

I think well, you know, I think the thing that we see that’s obvious is that Agile is moving outside of software development and IT projects right, and the whole business agility type of discussions. As we do that, I think we see a watering down of what it means to be agile. Because I think agile in a software development is, we’ve got pretty well figured out in terms of like, you know, here’s the type of stuff you got to do, it’s not easy to do, but we kind of know what you have to do to be agile, be flexible, to be nimble. And I think so, it’s a hard set of things to do. But to call ourselves an agile organization, what do we have to do? And I think a lot of companies just look at that as like, you know, be more responsive to customers than we used to be, be faster than we used to be, more agile, and, you know, it just means be better to the, you know, businesses agility just mean to be better than we are. And it doesn’t mean a core set of things. And as we’ve gone in that direction, I wonder about some of the stuff that are in things like the scrum guide, and where the scrum guide has become less and less software focused, or even product focused over the years. And you know, that’s fine. I understand it, I probably would make the same decisions with that. But, man, I’m a software guy, right?

We just talked about my first books were on software, my company name has software in the company name, and so I’m a software guy. And I think groups like the Project Management Institute, and I don’t want to put them down, this is what that’s about, but I think about the PMI and their project manager professional thing, right? They’re going to teach people how to manage any project in the world, right? I’m going to die happy if I know how to manage software projects well, right? I’m not that ambitious to manage every type of project in the world, right? I mean, I’ve been on a drive, and I’ll drive through a city where there’s a lot of construction going on, airport is a really good example, when the airport is, you know, adding a new runway, and they have to close all the other stuff. And all the trucks have to go a different way. And I always look at that, and I am like, how do they figure that out? Right? How do they figure out where to route the trucks? And you know, I can’t visualize that stuff very well. And so I just want to perfect managing software projects, right? And when we see things like PMP, project managed professional, manage everything. Or we see agile going to be agile and everything, it’s like, wow, that’s awfully ambitious, I don’t know, I’m not up for that. I mean, I’ll help companies become more agile but that’s a really tough challenge. And it gets watered down sometimes, what agile means, gets watered down when we do that.

Speaker: Miljan Bajici 32:50

Yeah, I mean, someone said, you know, I talked about Scrum as being the recipe, and everybody wants to take that recipe, but they don’t have the ingredients. It’s challenging, but it’s interesting. I’m seeing there’s a company called Fornia, called Clark Pacific, that are applying lean and agile to construction. And they’re one of the biggest companies in Penang. Recently, I hosted the product owner just to share what they’re doing, and I think there’s a lot of benefit, although it’s not software development, but just the aspects of Agile principles, like visualizing, interaction, clarifying things, I think a lot of that could be applied in, you know, other industries. So it is more.

Speaker: Mike Cohn 33:38

Yeah, absolutely. But here’s what happens. We applied in those other areas within a company, and then the software group sees that and says, “oh, that’s what Agile is”. And all of a sudden, the software group doesn’t have to go to the same extent that we’re talking about today, right? Because they see, “oh, that’s enough to call ourselves agile”. And so we water it down a little bit, not saying it’s bad, right, but we water it down, because it cannot be as rigid in things that are harder to change, right? Software, its software, it’s easy to change, right? When we go into construction, we have to water agile down a little bit, right? It cannot be, you know, a nightly build of your building, you’re not going to have those concepts. And so it gets watered down, software teams see that and then they water it down. All of a sudden, the software teams are not as agile as we might have pushed them to be today. So that’s the part that I worry about it as we broaden it out. I worry what it does to the software teams,

Speaker: Miljan Bajici 34:29

Software teams. Yeah, that’s a really good point. I haven’t thought about it, you know, from that perspective, because in general it is good it’s getting, you know, broader, and people applying it, but it’s also getting watered down. What is your take on the scaling of agile? I don’t think I’ve ever heard you speak on that. It will be interesting to hear your thoughts on scaling.

Speaker: Mike Cohn 34:54

Yeah, it’s not my thing. You know, I think what happened is, I don’t know when it started, but it’s probably seven or eight years ago, people started to see consultants like me saw, “whoo, there’s money in bigger contracts, let me go after the big companies, what does the beer companies need? They need to know how to scale”. And so we started to see a proliferation of scaling frameworks. You know, “Ooh, there’s money there. Let me let me do this”. And some of them are good, they’ll have some good to them. But some of them are more empirical, right? They were derived from things that weren’t, others were created by somebody who sat around in a quiet room and said, “Hey, here’s what teams should do.

Let me just make up some practices that I’ve seen, let me pretend they all go together”. And it’s just not my thing. One of the things that I feel very fortunate about is having been early into this, I get to pick and choose a little bit more who I work with, getting super selective whenever, never like desperate for work that I have to say yes to every client. And so I do a little bit more focused on software projects, right? I mean, I will help non-software teams, but a little bit more of my focus. And I’m much more interested in helping, I don’t want to say small projects, but I’m not interested in the 500 or 700 person project, because I look at that and go, you probably shouldn’t be that big, right. And so I like the projects that are more like 100 people or smaller, because I can go into those and I can make them dramatically better, I can go into a 700 person project and get them to the point where they’re as productive as a 100 person team would have been. And that’s not a very good place to be. Right. So I get much more interested in kind of small scale stronger than large scale Scrum, like how can we help, you know, small sets of teams collaborate? So I definitely do stuff with scaling, but it’s more kind of scaling across 50 or 100 people,

Speaker: Miljan Bajici 36:41

Or more like descaling right, rather than scaling?

Speaker: Mike Cohn 36:45

Yeah, yeah. I mean, you know, always want to see, you know, how much can we do with, you know, with fewer people? Right, you know, can we can we be better? And there are studies that show that we can I mean, there was one study, in particular by Doug Putnam that showed that the most productive teams were five people. And I don’t mean most productive per person, most productive. So a five person team was outperforming a seven or eight person team, again, not per person, but in total. And so what can we do to coordinate the work of a bunch of five person teams to get a lot of stuff done?

Speaker: Miljan Bajici 37:19

Yeah, no. And I think that’s another thing that topic that’s being diluted, and there’s more scaling framework, there’s more approaches, everybody’s pushing for their own kind of recipe, and that’s creating a lot of chaos in organizations as well, because one of the things that I’m seeing is leaders are not educated or don’t have the time to learn, so they rely on consultants. But if we have a buy in, like, this is why I’m recommending this framework, which is that framework, they blindly go with what somebody recommends, rather than understanding it.

Speaker: Mike Cohn 37:56

Well, it leads to methodology worship. And this kind of fits in with something that again, Mr. Ivan Jacobsen is doing, he is the inventor of use cases originally, and does essence these days, kind of approach to communicating about agility is how I describe it. And he has a bunch of talks that he calls, I think they’re called free the practices, basically get rid of all the methodologies, there’s just a collection of practices and go assemble them the way you want to do.

And that’s very aligned to how I’ve talked about agile for probably a decade, I remember giving a keynote talk at a conference about a decade ago and talked about how I wanted to kind of make a list of all the practices out there, and then you know, just pictures, a whole bunch of practice and then circle that these 20 and say, that’s what you do, if you’re scaling, circle these 20, that’s what you do, if your pharmaceutical company, circle these 12, that’s for you if you are a game studio. And so I was kind of looking to use their term patterns a moment ago, right? I want to figure out all those practices. And then certain groupings are good if you’re this type of company, or that type of company, and we shouldn’t all be doing the same thing, right? We don’t want everybody in the world doing the exact same methodology or process.

Speaker: Miljan Bajici 39:02

Exactly. But there is, there’s so much demand for like, that’s why, you know, certain frameworks are more popular than others, because, hey, it creates sense of safety, I can just change some things and you know, make it look like we’re doing Agile. There’s a lot of focus on doing Agile versus being agile. What are the things that you do for instance, when you go in when you’re coaching or consulting, to help leaders understand the importance of them understanding these things, don’t just rely on consultants? I call it like, someone’s like bringing in a chef, to tell you what to do but your ingredients keeps changing. So eventually, you’re going to develop your own chef’s right, or cooks. You know, you can’t just rely on recipes.

Speaker: Mike Cohn 39:49

One of the things that I do with executives is I try to scare them, I try to make them, I try to explain how hard Agile is going to be, right? Everybody goes and wants to sell the benefits and what I have learned that works really well with kind of executive audience is to go in and just tell them, you know, agile is great, you’re going to get some benefits, I’ll start with those. But then I start to talk about all the hard things they’re going to do, and tell them why they’re not up for it, you know, you’d have to do this, and you know, that’s going to be really hard in your culture, you’re not going to be able to do this, and you know, it’s going to be tough. I’m not sure if you can do this here, I’m not sure if you really want to commit to this.

And what I find when I do that, is if they argue back with me and say, No, we are willing to do that. Now. I’ve got them hooked, and they’re willing to make the hard change. But if I just go out there and say, look, you’re probably not going to be committed to this. I don’t know that I would do this if I were you. If they go, Yeah, you’re right. I just saved them a ton of money with a failed transition, right? And, you know, heartbreak and loss of time and all sorts of stuff. And here’s why I started doing that. I started thinking about some movie I was watching but it was typical, like romantic comedy movies, you know, romance, and I don’t remember who it was. But you know, the girl breaks up with the guy, the guy was going to break up with the girl anyway, but as soon as she breaks up with him, now he wants her. You know? And I mean, yeah, that’s just that’s just like human nature. You dumped me now, I want you back.

Speaker: Miljan Bajici 41:15

I know that from a personal experience.

Speaker: Mike Cohn 41:19

But I think we all can relate to it to some extent, right? And so it’s the same thing with agile. You go in and you tell the company why you know, you’re not right for agile. If they start arguing, yes, they are. Okay, now you’ve got one where it’s going to be successful. And they’re going to do the hard work, they’re going to do what needs to be done to make the change. I’m not just going to, “oh, let’s just hire some consultants, and all of a sudden, we’ll be agile, we don’t have to do anything, they’re agile. No, you got to do stuff, too. And here’s the hard things you have to do.”

Speaker: Miljan Bajici 41:49

Yeah, and I think I spoke with Dave Snowden two weeks ago, I think. And we talked about like big consulting companies, and you know, them coming in selling the playbooks they’re doing. And I asked him, you know, he’s been around for a while too. And like, you know, what his thoughts were on the big consulting companies. We saw, you know, what’s happening with Agile companies, and everybody wants to now jump on the Agile and Scrum bandwagon, what are your thoughts as far as like, what is the future of consulting coaching? Do you think it’s going to be more of smaller companies partnering? Or do you think that the big consulting companies will keep doing what they’re doing?

Speaker: Mike Cohn 42:37

Oh, I think there’ll always be room for independent consultants, boutique consultancies. That’s never going to go away. But what I think will go away, and I to some extent, hope goes away, is the emphasis on agile, right? I mean, you know, at some point, we just want this to be what people do. We don’t have to keep harping on being agile, of course, we should be agile, right? You know, imagine, you know, your whole thing is, you’re a consultant and you tell companies, they have to be profitable, you need to make a profit, right? You’re like, yeah, of course we do. Right? And so I want Agile to get into that category. We’re saying, you got to be agile, like, yeah, of course. Right? We’re working on that. And so at that point, I don’t think anybody’s going to be making any significant money from agile, whether they’re, you know, a big consultancy, you know, Bain,

Boston, anybody like that Accenture, or if they’re, you know, small companies, like minor independent consultants, there’s got to be money in helping somebody be agile, it’s going to be like, of course, and we have 300 people who’ve been agile before, right? You know, we’ve hired over the last 10 years, 300 people that from various companies, we know how to be agile. And so always be kind of a cultural fight, you know, you’re always going to be fighting to be more profitable, you’re always going to be fighting to be more agile, but you’re not going to be bringing in consultants just for that. So I think that’s going to, I mean, I don’t even think that I know that, that’s not even a guess that’s a guarantee, right? How many people are out there right now making money teaching object oriented design, right? Compared to how many there were in the 90s, right? You know, it’s going to go away. There will be some there’s always some need for some of that but I don’t think it just gets swallowed up by big, I think it just gets, it just becomes how we do things at some point. Yeah, I know soon that happens.

Speaker: Miljan Bajici 44:17

That’s why I started this and I called it agile to agility, because the agility is the goal, right? It just means to the end, or means to an end. Great. What are your thoughts around culture? Like a lot of times, you know, we’ve talked about culture and mindset or about being agile. How do you define culture? And is culture something that you change? Or do you think it’s something that’s more like a shadow or reflection of something?

Speaker: Mike Cohn 44:57

I mean, I think we’re playing semantic games when I say it this way, I don’t know that we can change culture, but we can evolve culture, right? You know, I can decide to go keto tomorrow, and all of a sudden, I’m just eating protein, right? I mean, that’s the change and I can do that overnight. I can’t decide, Okay, tomorrow, I’m agile. I’m a big company tomorrow, I’m agile, right? But I can evolve my culture, as a big company, a small company, I can evolve the culture. And so you know, that’s kind of your point about, you know, moving from Agile to agility. And so I can evolve the culture to be amenable to agile, I don’t think I can go in and just, no company, no consultant can just go in and just change it. It has to be a longer term commitment, it has to evolve over years, even to really get to where we want to be. I don’t know exactly how I would define culture, my initial thought on this probably from somewhere else is that it’s kind of like how people in that company behave when they’re not getting evaluated on it, or watched or something like that, you know, is our culture customer-centric? And will I do the right thing for our customers, even my boss will never know, I did the right thing for the customer?

As a little example, that we had a, my wife and I bought a new dishwasher and we had it installed, took months to get it and the guy came out, installed it and took a couple hours, got the thing installed. And then that night, it wouldn’t start. He started it as a test, showed my wife how to start it, and then that night, we went to start the thing and it wouldn’t start and it’s like 630 at night. And we call the appliance store just expecting leave a message, we got the salesperson, not the one who sold it to us. And he came out to our house that night, he came out to our house and fixed it and his boss unless we tell his boss was never going to know that. I mean, he just you know, so you guys are on my way home, I live in that city, and we’re about 10 miles from the store. And he stopped on his way home and fix that. I made sure to, you know, send something to the company letting them know, but that guy did the right thing with no expectation that his boss, would ever know. That’s an amazing culture, right? When you can say you are customer-centric, whatever, but that’s a company that was living it.

Speaker: Miljan Bajici 47:05

So yeah, that’s a really good example. And you know that I mean, we’ve all experienced that type of either you’ve done it or somebody has done it at some point in your life where you know that they’re really looking for your best interest, and they want to make sure that you’re satisfied as a customer. And those types of cultures and organization, are the one that is I think that resilient and that key people and people want to be there. I mean, you know, you’re familiar with the numbers as far as how many people are disengaged at work? And, you know, they’re very high. So when it comes to mindset, how, you know, we talk also in Agile communities, change the mindset, change the culture, what are your thoughts on mindset, similar to culture? Because I see those as being agile more than doing our job?

Speaker: Mike Cohn 47:57

Yeah, I think the mindset is what drives the culture, they go hand in hand, right? You have to have the right mindset; the right mindset, the right values to create the culture. So I think that culture comes as a result of having the proper mindset. And I think one of the things I encounter with that is a lot of times, it comes again, it comes from the values, but it’s like, we value predictability over all else, right. And so I see a lot of estimating problems, wrote a book on it, right. And so it’d be, you know, a company that values predictability over all else, while they’re going to be predictable by going slow. Right. You know, you and I scheduled a webinar or interview here and, you know, if I’d asked you how long and you said, “well, I want to be safe, let me tell Mike six hours, right?” Well, we’ll go on the phone for less than six hours, right? That would have been really safe. I can’t imagine you interviewing anybody for six hours, right? And you’d have 100% success rate, right? You know, versus if you told people half hours like, “Okay, sometimes you do, sometimes you don’t”. And so the companies that value that predictability, people are going to behave that way, they’re going to give padded big estimates. And it creates a culture where we don’t be honest, a culture where we don’t trust each other. And that leads to all sorts of problems on teams. So I think it’s values to mindset to culture.

Speaker: Miljan Bajici 49:13

Yeah, that’s how I see it too. And that’s important. And I think the Agile community, and Scrum community are getting more of that. And I’m seeing that more in trainings, more in coaching, and I feel like that that’s the next step where we need to better understand as a community and help the clients

Speaker: Mike Cohn 49:32

It’s an interesting situation. It goes back to our very early discussion, we’re talking about the beginnings of Agile. I remember the early agile conferences, there’s about like 2003, four or five. There was a lot of what I considered Karate Kid conversations, right? Can you be agile, if you just do the practices? You don’t know the values of agile, but you do daily stand ups, you integrate often, you test like crazy, do all these things, can you be agile? That’d be a you know wax on type of thing, right? I’m just going through the motions. And there were arguments, can you learn to be agile if you just go through the motions long enough, right? And I know those debates, I don’t hear them anymore but I mean, every conference you would go to early days, that values versus practices, principles versus practices, huge conversation, huge debate at every agile conference.