Transcripts
1. Welcome to the Project Management Advanced Course!: Welcome to Agile
Project Management, leading and improving
Teams master class. My name is Luke Phillips and
I'm a project manager and Agile practitioner
with over seven years of experience running
cross functional teams, coaching Agile practices, and delivering projects across
a variety of industries. We will begin by exploring what it means to lead an Agile team. You will learn the principles
of servant leadership, understand when
to coach, manage, or direct a team, and develop
facilitation techniques that make Agile ceremonies
more productive. We'll also discuss how to handle difficult conversations in a
way that builds trust rather conflict. Next, we will take retrospectives to
the next level. Instead of running the same
meeting every single sprint, you'll discover
new retrospective formats and learn how to turn discussions into meaningful
improvements that stick. We'll then move
into scaling Agile, exploring when larger
frameworks like safe, less and scrumm scale make sense and just as
importantly when they don't. You will learn practical
approaches for coordinating multiple teams without adding
unnecessary complexity. Cover quality and
risk management, learning how Agile teams build
quality into their work, manage uncertainty and reduced risk through
experimentation. Finally, we'll focus on
continuous improvement, team health, and
sustainable productivity. You'll learn how to
create a culture where teams keep learning, improving, and delivering
value all without burning out. By the end of this
course, you will have the mindset, the tools, and leadership techniques
to guide Agile teams more effectively and support long term success.
Let's get started.
2. From Doer to Leader: Welcome. This course is about a single career defining shift, the move from doing the work to leading the people who do it. You can already run a
solid, Agile process. Now we're going to build
the skills that turn a capable practitioner into a leader that others
want to follow. In this first short lesson, let's frame that shift and look at what's ahead in
the course to come. So here is the first
thing to understand. Leadership is not just
doing the work scaled up, doing the work well and helping a whole team do it well are
genuinely different skills. One that you've probably
spent years building, the other starts now. And the clearest sign of the shift is how
success is measured. It used to be simple what you personally delivered
on any particular week. From here on, your success
is the team's success, what they delivered, and how
much they grew while doing. It's a very different
scoreboard, and getting comfortable with
it is the whole journey. So what changes a team
when you lead it? It's the same goal, but a
completely different job. So let's make this a
little more concrete. As a doer, you deliver the work, you decide, you build, and you're judged
on your own output. As a leader, you
enable the work. Team delivers, you clear
the path in front of them, and you are judged
on their success, not on your own success. It's worth sitting with that for a little while because it
can feel strange at first. Your instinct, which may
have been honed over years, is to jump in and solve
the problem yourself. Leadership often means resisting that instinct and building the person who'll
solve it instead. This is a promotion
in responsibility, not just a change of title. So let's look at what's ahead in this course and what we'll build together
throughout the course. First, leading people,
serving your team, coaching them, facilitating
their meetings, and handling the
hard conversations. Then better retrospectives, running the kind that
actually change how a team works rather than the kind that everybody
quietly dreads. Then scaling, coordinating
more than one team without drowning
everyone in processes. Finally, continuous improvement,
building a team that keeps getting better on its own without you having to
drive every single step. So, that's the road ahead
from doer to leader. It's a bigger shift
than it sounds, and it is a deeply
rewarding one. Thank you for joining
me. In the next lesson, we'll start with the
foundation of it all, what it really means to lead a team by serving it.
I will see you there.
3. Servant Leadership in Practice: Welcome back. In this lesson, we're going to look at something called servant leadership, which is the foundation that everything else in
this course rests on. The name can put
some people off as it sounds a little
soft, but in practice, it's one of the most
demanding and one of the most effective ways
to lead that exists. So by the end of this lesson, you'll know what
it actually means, what it looks like day to day, and just as importantly,
what it is not. Let's start with the core idea, and it's a genuine inversion
of the usual picture. In servant leadership, the manager is there
to serve the team, not the other way around. The traditional
image has the team working to make the leader
look good. Now, flip this. The manager's job is to
build the conditions in which good people can
do their best work. So the leader sits
underneath the team holding it up rather than
on top of it pressing down. So everything practical
we'll cover in this course flows from
that one reversal. So that whole mindset lives
in one changed question. So most leadership quietly asks, How do I get more
out of the team? It treats the team as a resource to be
squeezed for output. Now, servant leadership
asks something different. What do they need to succeed? It treats the team
as people to be supported and trusts that
the output flows from that. So it's the same team and the same goals and
the same deadlines, but it's a completely
different relationship, and the people can feel
which question you're really asking within about
a week of working for you. So this isn't just
a vague attitude. This is a set of
concrete daily jobs. And here we have four of them. So first is remove blockers. Spend your day clearing obstacles that are sitting
in front of the team, like the approvals,
the dependencies, and the broken tools. Next one is to
shield from noise, so absorb all the politics, the last minute interruptions, the anxious pins from above, so that your team
can actually focus. The next is to grow people, so handout work that
stretches them a little, but also provide the support to allow the team to rise to. And finally, is make it safe. So build an environment where someone can admit
a mistake without fear because that's
the only way that problems surface while
they are still small. Now, probably one of the most common
misunderstandings and it's worth correcting head on
is that serving the team is not the same
as pleasing the team. Servant leadership is
not about being nice, avoiding conflict, or
saying yes to everything. Still hold standards.
You still say no. You still have the hard
conversation when it's needed. In fact, holding that
high standard itself is an active service because
it's how people grow. So picture two dials both turned up high,
support and standards. You genuinely have your
teams back every single day. And you expect their very best. Caring about people includes
expecting a lot of them. So drop either dial and
you're not serving anyone. So here's a simple way
to keep yourself honest. Here are four questions
to end the day on, then you can run through
them at the end of any day. First is, did I unblock someone? Name one specific obstacle that you actually removed
for the team today. Next is, did I
protect their focus? Did you absorb noise
coming down from above, or did you just pass it on
to the team straightaway? Next, is did I develop some anyone grow a little because
of a choice that you made, a task that you handed over or a question that you
asked instead of answering? And finally, is, did I
give the credit away? When something went well, whose name did you
put in the spotlight? If you ask those four questions,
honestly, each evening, you will become a servant leader far faster than any
book will take you. So servant leadership,
then, is demanding. It's not soft, it's
high support and high standards in service
of the team's success. So if you get this
foundation right, everything else becomes easier. For joining me. In
the next lesson, we'll look at three
distinct modes of leading, coaching, managing,
and directing and when to reach for each one. I will see
you in the next one.
4. Coaching vs Managing vs Directing: Welcome back. In this lesson, we're going to sort
out three terms that get muddled up all the time
in relation to leadership, coaching, managing,
and directing. They are not personality types, and none of them is the
only right way to lead. They are different tools, and a good leader picks the right one for
the right moment. So by the end of this lesson, you'll know what each one is. When to use it and the
mistakes to avoid. So first, the key idea, leadership isn't just a
single style that you settle into and you defend
for the rest of your career. It's three modes, and the
real skill is choosing the right one for the
person in front of you and for the situation
you find yourselves in. So instead of asking, am I a hands on leader or
a hands off leader, which is the wrong question
in the first place, learn to move fluidly between all three modes and on purpose. So let's have a
look at them all. So picture a spectrum
running from taking control on the left to handing
over control on the right. On the left is directing. You direct, they follow. You give clear instructions, and you expect them
to be carried out. In the middle is managing. You coordinate and you
track and they execute. You organize the
who and the when and you keep the
work on the rails. And on the right is coaching. You ask, they decide, you help someone find
their own answer. Rather than giving it to them. So the single most
useful rule here is, the more capable the person, the further to the right
you can safely move them, and the skill and the trust that they have loosen your grip. So how do you actually choose? You should match the mode to
the person and the moment. So in a crisis or anything involving safety,
you should direct. Be clear and fast. This is not the time for open questions. With a brand new team
member, for example, you could start by directing, then moving to managing
as they find their feet. And when you've
got known work and several people who
need coordinating, managing would also
be your home base. You need to organize
it and track it. With a capable person who's ready to grow, you
should coach them. You should resist the urge to
tell them and ask, instead, the situation chooses the mode, not your mood that
particular morning. Of the three modes,
coaching deserves special attention because it's
the one that grows people, and it tends to be the one that leaders skip
when they are busy. So here's the trade
off in one line. Directing fixes today's problem. Coaching builds someone who will need you for that
problem the next time. Directing is faster right now. Whereas coaching compounds. The team that gets
coached, however, gets steadily more capable until one day it
barely needs you, which is exactly the goal. So in practice,
coaching means asking open questions rather
than giving answers, letting people struggle
productively with a problem, and resisting the powerful urge to rescue them the moment
that they hesitate. The struggle is where the
learning actually happens. Finally the mistakes
which are almost always related to the right
tool, but at the wrong time. So first, is directing
capable people. Standing over an expert
and dictating steps insults them and also throws away the judgment
that you hired them for. Next is coaching in a crisis, asking, What do you
think we should do while the
building is on fire? It's not the right moment
to ask just direct. Next, never leaving directing. If you always make the call, your team never listen, sorry, your team never learns, and it quietly becomes
dependent on you, which is a trap that
you built for yourself. And finally, coaching
without safety. If people don't trust you yet, your open questions
may come across as traps, not invitations. So trust should
always come first. So we have three
modes directing, managing and coaching
chosen deliberately with a long term lean towards coaching as
your people grow. Thank you for joining
me. In the next lesson, we'll get practical about
the meetings themselves with the facilitation skills that make agile ceremonies
actually work. I'll see you for the next one.
5. Facilitation Skills for Agile Ceremonies: Welcome back. In this lesson, we're going to focus on
a skill that may quietly decide whether your meetings
are useful or painful. And that skill is facilitation. So every Agile ceremony, the stand up, the
planning, the review, the retrospective is only as good as the
person leading it. So by the end of this lesson, you will know how to
prepare a session, how to keep it moving, how to handle the
tricky characters, and above all, how to stay out of the way
at the right moment. Let's start with what
the job actually is because it can sometimes be a little
easy to get wrong. Your job as a facilitator is
not to have all the answers. It's to help the group
find themselves. So it's a clean division of labor hiding
in that sentence. You own the process, and
the team owns the content. You are responsible for how the conversation runs,
whether it's focused, fair and productive, and
the team is responsible for what it decides and the content it's
going to produce. The moment you blur that line and you start pushing
your own answer, you stop facilitating and
you've started arguing. If you hold that division, everything else good
will fall into place. So most bad meetings are actually lost before
they even begin, and this is in the
lack of preparation. So here are three things that you can sort
out beforehand. First is have a clear purpose. So one clear sentence on
why you're meeting in the first place and what
done looks like by the end. If you can't write that,
then cancel the meeting. Second, is having
the right people. So having everyone who's
genuinely needed and nobody who isn't because inviting people just out of habit
wastes their time, and it also dilutes the room. And third, a plan
and a time box, a rough agenda and
a firm time limit so that the session has
a shape and an end. This 10 minutes of
preparation can routinely save you around
half an hour worth of drift. Once you are in the room, here you have four habits that can keep the energy
and the focus high. So first is time box ruthlessly. Protect the clock
because a meeting that regularly overruns teaches the people
involved to dread it. Next is to draw out the quiet. So actively invite
the people who haven't spoken by name to speak because the best insight is oftenly sitting
silent in the corner. Third is to park the tangents. When a good but off
topic point comes up, capture it on a
visible list and move on so that it's honored
without derailing the meeting. And finally, make
all of this visible. So write things where everyone
can see them board or a shared screen because
shared memory then becomes shared focus. Now, every facilitator
will meet the same handful of characters and here's how to handle each one of those kindly. First is the dominator
who fills every silence. So you should thank them
genuinely and then say, Let's hear from someone we
haven't heard from yet. The next is the silent one. So invite them in gently by name on something you
know that they know, so it's an easy first
step. Is the skeptic. Don't fight the doubt,
but welcome it, make it specific
and turn it into a question that the group
can actually chew on. And finally, you have
the rabbit holder, the one who dives deep
into every single detail. For that, you should
say, great topic. Let's park it and come back
to it if we have time. Notice that none of
these are about control. They're about making
the room for everyone. One habit that separates a good facilitator
from a great one, it's neutrality, and it's genuinely quite a
hard skill to have. The moment you push
your own answer, you stop facilitating
because the room can feel the leader's thumb on the scale and the team will quietly
stop thinking for itself. So you guide how the group decides and let go
of what it decides. If you honestly do have a
strong view on the content, the cleanest move
is to step out of the facilitator role for a
moment and say so openly. Offer your opinion as one voice, and then step back
into neutrality. You can't do is stay
in a chair and steer. People stop contributing
the instant that they sense the outcome
is already decided. And finally, a
quick facilitation note for each one
of the ceremonies. For the daily stand up,
keep it short and steer it towards blockers rather than
a round of status reports. For planning, make sure
you scope honestly and don't let the team's
optimism overload the sprint. Your job is often to
gently apply the brakes. Review, get them to demo
real working products rather than present slides and draw feedback out of the
quieter stakeholders. And for the
retrospective, safety comes first because without it, people won't say
really what's wrong. And it'll be a retro
with no honesty in it, which will change
nothing at all. Facilitation in short,
is owning the process, handing the team the content, and staying neutral even
when it's difficult. If you can master this, then your meetings will
stop being something that people endure and it'll be something
that people enjoy. So thank you for joining
me in this lesson. In the next one, we'll tackle
the difficult conversations that most leaders avoid and
how to handle them well. I will see you in
the next video.
6. Difficult Conversations on Agile Teams: Welcome back. In this lesson, we're going to face
part of leading that almost everybody would rather avoid the difficult
conversation. The underperformer, the simmering conflict,
the missed commitment, avoiding these may feel
kinder in the moment, but it's the single most expensive habit a
leader can have. So by the end of this lesson, you'll have a simple
and humane structure for handling these difficult
conversations well. So let's start with
the honest truth that makes these
conversations worth having. An unsaid problem
does not go away. It compounds quietly
in missed work, in resentment in a team
that watches you tolerate something and then quietly lowers its own
standard to match. So the real choice is never conversation or no conversation. It's a small kind and
timely conversation now or a large and painful one later after the problem
has grown teeth. The leader who has the small
one early is being kinder, not harsher than the
one who lets it fester. So preparation is most
of the battle here, and the heart of it
is separating what's actually happened from the
story you've built around it. So here are three steps. Number one,
observation, not story. So bring the fact, not
the interpretation. So you missed three
stand ups this week. Is an observation. You don't
care about the team is a story that you may have invented to explain that,
and it will start a fight. Second, is to know your goal, to decide before you walk
in what a good outcome actually looks like so that the conversation
has somewhere to go. And third, pick your time
and place in private, calmly and soon,
never in the heat of the moment and never in front
of the rest of the team. In the conversation itself, a simple four step structure keeps things fair and useful. So one observation, state the specific behavior you saw
plainly and without blame. Two is impact.
Explain the effect it had on the work or on the team so that
it's clear why this matters and why it
isn't just nitpicking. Three question to ask
for their perspective genuinely because there is very often a reason that you
don't yet know about. And four is listen. So actually listen this
is a conversation. So listen to the
answers they give. And the third and the
fourth steps here make a conversation
rather than a sentencing. So you might walk in certain and walk out having learned
the real story. So let's put that to work
on four situations that you'll almost certainly
encounter the underperformer. So with this, be
specific and be early. Vague hints and a hopeful
wait help nobody. Name the gap clearly and
offer support to close it. Conflict between two people, bring it out into
the open rather than letting it fester and coach them towards resolving it themselves because refereeing every clash
forever isn't leadership. Next is the missed commitment. So focus on the
pattern and its cause, not on extracting
a one off apology. And finally, we have the
dominating personality to name the effect
on the rest of the team kindly and in private so they can see what they
can't feel in the moment. So underneath all of this, three rules that keep
a hard conversation constructive rather
than combative. So first, assume good
intent to start from, there's probably a reason from this rather than
they're just a problem. You can always harden
your view later, but you can't always
undo an accusation. Behavior not character, so
talk about what someone did, never about who they are. You missed the deadline, for example, is workable. Your unreliable is an attack. And finally be
specific, not general. The words always and never start fights and
are almost never true, while one clear, concrete example
gives the person something they can
actually act on. So being safe and specific every time
is highly important. Now, difficult conversations
never become fun, but they do become a skill, prepared, structured, and kind. So having them well is one of the most respected things a leader can do. Thank
you for joining me. In the next lesson, we'll put your leadership into practice by writing your team's
working agreement together. I will see you there.
7. Practice Exercise: Write Your Team's Working Agreement: Welcome back. This is
a practice lesson, so it's your turn to
make something real. We're going to create a working
agreement for your team, which will be a short set of norms that the team
writes for itself. So I'm going to show you the one I've created
already in Notion, and then you'll run the
exercise with your own team. So Notion is free,
runs in the browser, and everything today works on the free plan with no add ons or subscriptions. So
let's have a look. First, what a working
agreement actually is, it's a short and plain statement of how this team agrees
to work together. So how you communicate, what quality means to you, how you handle
disagreement, and so on. The crucial word
here is agreement. These are not rules
imposed from above by you. They are norms that the team
sets for itself together, which is exactly why they work. People tend to follow the agreements that
they helped write, and they ignore the ones
handed down to them. Your role here is, again, to facilitate, not to dictate. Is the exercise in four steps. Number one is to gather the team because this
is written together, not drafted by you in advance. Two is to brainstorm
norms openly, asking what helps us work well
and what gets in the way. Collect everything
first and judge later. Three is agree a short list. So five to eight agreements
that you'll genuinely keep because a giant list is one
that nobody ever remembers, and four make it visible. So somewhere that the
team sees it often and can point to it when needed. If the team is a little
bit stuck for ideas, there are four areas tend to
cover most of what matters. First is availability,
so your core hours, your expected response times, and how someone signals
they need more focus time. Next is quality, so your
shared definition of done and the things that you agree never to skip under pressure. Next is disagreement, how you
raise concerns and how you make a decision when you
all genuinely agree. And then finally, we have
meetings, which ones you hold, how long they run, and how everyone agrees to
show up to them. So things like cameras, punctuality, and so on. So we have four prompt here, and the agreement would
almost write itself. So, writing it in notion, yeah, a free page that
the whole team can edit. On this, we're just going to use a simple list with one page. Yeah, a list with short
bullet points with plain language that
everyone understands. The pronouns are W, not I or you. It should always be we create a shared voice with
shared ownership. Then finally, you should
also have a review date, which would be the date that you review your agreement plan. So let's go to Notion and have a look what
that might look like. So here we have my EdTech
project Hub, at the bottom, I've added a page called working agreement just to
remind you how to do this. If you press forward slash and then type in page and
then press Enter, it'll take you to a new page. And when you type in the
title on that new page, it will appear here like. So, in this page, I have added four of the agreements that the
team has agreed on. The first is we start
the daily stand up at 9:30 A.M. And it
lasts 15 minutes. Next is that we turn cameras
on for retrospectives, so we can all see
everyone's faces and also understand
their emotions. Third is that we do not merge code without
a review first. So then this is
related to quality and how the team works
in relation to that. And then finally, we have
something that touches upon disagreements and
how to handle them. So when we disagree
and can't resolve it, we decide with a
quick thumbs up or thumbs down vote
and then move on. And that's it. It's
as simple as that. Doesn't have to be long, a long page full of agreements. Four short and concise
agreements are fine. I mean, up to six is probably a good
number, anything more, and it becomes a
little convoluted and more difficult to remember. And as you can see here, I've added a review date, which is a few months
down the line. From now where we will review this working agreement
and see if there are any changes that need to be made or if anything
needs to be added. This type of document
would be very, very important if you join a company as a
project manager and your first few weeks of learning the ropes should also be
learning how your team works. So having them create
a working agreement or having them show you previous
working agreements if they have them is a great
way of learning the ropes and learning how projects progress in
your new company. So let's have a look at
what good looks like. So now, go and run this
practice with your own team, and when you have
a draft, you can check it against
these four things. First, the team wrote it. If you wrote it alone, it's your policy,
not their agreement. Next, it's specific.
So be respectful. So cameras on for retro
is a real agreement. Third, it's short, so
few enough agreements that the team can
actually remember them. And finally, it's
revisited now and then, and it changed when
it stops fitting. So if you hit those
four, you'll have something that the
team can genuinely own and it will genuinely give you a very good
understanding of how they work. Working agreement is a small
artifact with a big effect, and it turns your team
into one that has chosen how it wants to work
rather than being imposed. So thank you for joining
me in this lesson. In the next one, we
will look at how to run retrospectives
that genuinely change behavior so that those
agreements keep getting better and the work keeps improving. I will see you there.
8. Why Most Retros Fail, and How to Fix Yours: Welcome back. In this lesson, we're going to be very
honest about retrospectives. Now, the retro on paper is the most powerful
meeting in Agile. It's the one where a
team improves itself, but in practice, it's very often the one that
people actually dread. So by the end of this lesson, you'll know the four
reasons that retro go stale and the specific changes that can bring one back to life. So you've probably sat in
a meeting like this before with some complaints with
same nodding of heads, the same, nothing
happening afterwards. And after a few rounds of this, people stop bothering
to be honest because honesty costs
quite a lot of energy, especially when nothing
appears to be changing. So this usually shows
up in one of two ways, the polite and the empty retro, which everyone
says it went fine, but nobody names what
actually went wrong, and you're all out in 50 minutes feeling vaguely relieved. And the second one is an
honest but futile meeting where real problems are named
very clearly and bravely, but then nothing changes. Now, this second meeting, this second type is the more
damaging of the two because you've spent people's
trust and you've given them nothing back for it. So real problems named,
then nothing changes. This is worse than silence. Now, almost every dead retro
has one or four causes. First is no safety. So people won't name
the real problem if there's any chance that that will be held against them. So you get a safe answer
rather than the real one. Next is no structure. So an open how did it go? Will produce a vague and
shapeless conversation that will drift to wherever the loudest person
wants to take. Next is no follow through, where actions are agreed, nobody owns them, and then nothing changes
by the next time. And then finally, the
same format forever, the 15th identical
retro reliably produces the 15th
identical answer because you keep asking
the same question. The good news is that each of these problems has a
straightforward fix. And we'll look at
them one by one. So first, safety comes first. Without safety, everything
else is just decoration. So that chain is very simple. No safety, no honesty, no honesty, no improvement. People have to
genuinely believe that naming a problem will not
be held against them, and belief comes from
what they've seen happen, not from you just
saying the words. So these two things build the safety faster
than anything else. First is to focus on the system, not on the person at fault. Ask what made this hard rather
than whose fault was it. The first question gets you
a cause that you can fix, whereas the second one gets you a defensive answer and a
quieter room next time. Then the next is to
go first yourself. So name your own mistake
early and plainly, like I set the sprint goal too late and that
cost us two days. Now, when the leader
is visibly fallible, everyone else feels
like they have the permission to be fallible
as well. Everyone's human. These things will move changes in retros faster than
any form at will. Next is a structure that works. A retro that wanders
produces strange feelings, whereas a retro with
shape produces change. So there are five stages
that'll do the job here. One is to set the stage, remind everyone while they're in the room and get
people talking early. Make sure that every single
person says something because whoever stays silent in the first 5 minutes tends
to stay silent throughout. Two is to gather the data,
what actually happened, get facts and feelings before anyone jumps
to conclusions. Three is generate insights.
Why did it happen? This is where you
look for patterns and root causes rather
than the symptoms. Four is decide what to do, to choose a small number of
concrete actions with owners, and five is clothes. So confirm the actions out loud and check how the
retro itself felt. These five stages are
your reliable spine, whatever format you
decide to dress them in. So what can you change
at your very next retro? There are four small things with some very outsized effects. Number one is to start with
the actions from last time. Nothing signals that this
meeting matters more. And opening with D we do
what we said last time? Number two, is to limit yourself to one or
two actions because a short list that happens beats a long list that
nobody remembers. Three is to give every
action a named owner, saying that the
team will look into it reliably means
that nobody will. And then four has changed the
format now and then because a new question shakes loose answer that the old one
was never going to reach. So if you do these four things, and you'll feel the difference
in one single sprint. Retros fail for four
predictable reasons, but all four of those
things are fixable. If you build safety, if
you give it structure, if you follow through, and
if you vary the question, you will improve
your retrospectives. Thank you for joining
me. In the next lesson, we'll look at five
retrospective formats that will get you well beyond
the same three columns. I will see you in the next one.
9. Five Retrospective Formats Beyond Start-Stop-Continue: Welcome back. In this lesson, I'm going to give you five retrospective formats
that you can use straightaway and more usefully tell you when each one
is the right choice. Most teams know one format, and they run it forever. If you have five in your pocket, and if you know which one
fits the moment perfectly, this is a genuine
leadership skill. So let's go through them all. So first of all, why
vary the format at all? Why bother changing anything? Because the format is the
question that you are asking. If you ask the same
question every time, unsurprisingly, you'll get
the same answer every time. Different frame surfaces things the familiar one
keeps sliding past. So there are two
cautions here, though. So this isn't novelty
for its own sake. Each of these formats is built to draw out a
particular kind of insight so that you
can then choose deliberately and also rotate
rather than to churn. So change every few sprints,
not every single time, because people need
enough familiarity to relax into the meeting. First is mad, sad, and glad, and it starts with feelings
rather than facts. So three columns mad, what frustrated
you in the sprint. Sad is what disappointed you or fell short of what you hoped, and glad is what
genuinely pleased you. It feels a little
exposing the first time, and that's rather
the point of this. Emotions are excellent
problem detectors, and people often feel
that something is wrong well before they can
actually articulate why. So this format is at its best when there's tension
in the team because feelings name the
problems that are purely factual discussion politely
might tiptoe around. Number two is the sailboat. This is a picture. Your team is aat trying
to reach an island. The wind is what's
pushing you forward, everything that's
helping you move. The anchors are what's
holding you back. So something that's
dragging in the water. The rocks are the risks
ahead that you can still steer around if
you spot them now, and the island is where you're
actually trying to get to. So the last one is the
quiet gift of this format. It is remarkably common
for a team to discover mid discussion that people have different ideas about
where the island even is. So if you use a sailboat and the team feels busy
but also drifting. Third is the four s, liked, learned, lacked
and longed for. So like what did we enjoy
about how this sprint went? Learned is, what do we do now? What do we know now
that we didn't before? Led is what was missing that
we actually really needed, and longed for is what did we wish that we had and
we still don't have. The clever part is
separating liked from learned because
a sprint can be thoroughly unpleasant and hugely educational
at the same time. And the usual format might
blur these things together. But this one shines after a very hard sprint or after anything that
was experimental. Fourth is the starfish, which is a sharper version of the familiar
start stop continue. So five categories here
instead of three, more of. This is working. We want
a bigger dose of it. Keep doing fine as it is. Don't break it. Less off. It's not worthless, but it's taking more than it
gives. Stop doing. This actively costs us, so drop it and start doing things we're not doing yet,
but we think we should. Two middle categories,
more of and less of are what make it
worth the extra columns. So real life is rarely this
binary between keep and kill. Most things just need
turning up or turning down. So use the starfish
when the team has habits that nobody has
questioned in a while. Fifth, lean coffee, which
is different in kind. Instead of you providing
the questions, the team sets its own agenda. And there are three
steps for this one. Number one is that
everyone writes topics. So a few minutes in silence, one topic per note with
no discussion yet. Two, the team votes usually with two votes and the topics with the most votes
rise to the top. And three time box each
one, about 5 minutes, and then take a quick vote on either continue
or to move on. So this is actually
the format to reach for when you suspect
that there's a real issue, but you don't know
exactly what it is, because you're not
steering the agenda. The thing that's
actually bothering people has more room to surface. Now, it takes some nerve as a facilitator to let the
team steer like this, but since you generally
don't know where it'll go, then that's why it
works and why it helps. So how to choose match the
format to what you're seeing. If the team is tense
or frustrated, use Mad Sar and glad. If they're losing
sight of the goal, the sailboat is a good option. If they're coming off a big
learning sprint, the four s, if the team is stuck
in habits that nobody questions,
use the starfish. And if there's clearly
something unsaid or you're sitting on an unnamed
problem, use lean coffee. So read the room
first and then pick the format second. So
there you have it. You have five formats, each asking a different question and chosen for the moment rather than for variety for the sake. You for joining me
in this lesson. In the next one, we will tackle the hardest part of all of this, which is turning what
comes out of a retro into change that actually
sticks. I will see you there.
10. Turning Retro Outcomes Into Real Change: Welcome back. In this lesson, we're going to close
the gap that ruins more retrospectives
than anything else, which is the gap between talking about a problem and
actually fixing it. Now, good insights are
common, but change is rare. So by the end of this lesson, you'll have a concrete method for making sure what your team decides in the room genuinely
happens outside that room. So here's the diagnosis. Most retros don't fail
at finding problems. They fail at fixing them. Teams are usually rather good
at spotting what's wrong. The insight was right
there in the room, correctly identified, and then
it never became anything. So the work of this lesson
isn't about better discussion. It's about what happens in the last 15 minutes
of the meeting. And then in the two
weeks that follow. So start with the discipline
that matters most, and it's a counter
intuitive one. Pick one thing. So what teams typically do is agree
on eight improvements. Everything Rays
feels important and nobody wants to dismiss
a colleague's point, so everything goes on the list. And then none of
it happens because eight simultaneous changes on top of a normal delivery
is not a real plan. What works instead is agreeing one change and then
actually finishing it. So one completed change beats eight that were only ever
discussed every single time. If you do the arithmetic on that because it's
genuinely motivating, a team that successfully
changes one thing every sprint becomes a
transformed team within a year. Slow is completely fine, but stalled is not. Once you've picked
the one thing, it needs three
attributes to survive contact with a very
busy fortnight. A named owner, one
person by name, not the team, which translates
to nobody, by the way. The owner doesn't have
to do all the work, but they are the person who makes sure that it happens.
Two is a deadline. So by the end of next
sprint at the latest, because anything vaguer than
that quietly becomes never. And a visible finish line. So agree now in the room
how you'll know it's done. And if you can't describe
what done looks like, then you haven't got an action
yet. You've got a wish. So let's make this a little bit more concrete because honestly, this is where most
action items fall apart. So improved communication
is very vague. Pre or post to written update
each Friday is actionable. Do better testing is vague. No merge without One review from starting Monday
is actionable. Fewer interruptions is vague. Support requests go to
a queue rather than to people's direct messages is
something that's actionable. So notice the pattern there. The actionable version
names who what and when, and you could tell from the outside whether
it happened or not. If you can't, then it
will quietly not happen. So now, this is a practical
step that some teams skip. An action item
that lives only on a retro page is an action
that nobody sees ever again. So make sure you put it where the work lives on the board. You can add it as a card
in the next sprint. Sitting alongside
the normal work, which should be visible
in every single stand up. You could also put it
in the plan and give real capacity actual
time in the sprint. Now, this is the honest bit. If an improvement never competes for time
against delivery work, it will lose to delivery work every single time because
at the end of the day, delivery is what's urgent. So making space
for an improvement is a leadership decision, and it's yours alone to make. Finally, close the
loop by starting where your next retro
where the last one ended. So review last time's actions
first before anything new. Did we do it and what happened? Celebrate the completed ones and do it out loud because
proof that this meeting changes things is what
keeps people honest and what keeps people
attending the meetings. And finally, be
honest when something didn't happen without
blaming anybody. So just ask why nine
times out of ten, the answer is capacity
rather than willingness, which tells you to pick smaller actions or to
protect the time properly. Now, this is all actual very useful information
and not a failure. One action, one
owner, one deadline, put the work where
it actually lives, and make sure it's reviewed at the start
of the next retro. That's how talk becomes change. So thank
you for joining me. In the next lesson, we'll zoom out and we'll
look at how to track whether your team is
genuinely improving over time. I'll see you in the next one.
11. Tracking Improvements Over Time: Welcome back. In this lesson, we're going to zoom out from the single retrospective and
look at the longer view. Is your team actually
getting better? It's a surprisingly hard
question to answer from memory alone and a very easy one to answer with
a simple record. So let me show you the latest possible
system that does the job. Now, here's the problem
with improvement. Week to week, a team genuinely cannot feel its own progress. That's probably because
the work is always busy and there's always
something going wrong. And last month's fixed problem becomes invisible precisely
because it's already fixed, but a simple record shows the change that the
daily work may hide. And it earns its
keep in two ways. Number one, it
sustains momentum. So seeing concrete progress is what convinces a team to keep investing in improving rather than treating retros
as like a tax. And finally, it exposes what is stuck so a problem
that's been raised at five retros in a row is
telling you something important that no single retro would reveal all on its own. Now, this system is
deliberately unglamorous. It's one row per
retro, and that's it. So four columns are plenty. The sprint number, the
action you agreed, the owner, and
whether it got done. So sprint 12 written
update each Friday. Prior done. Sprint 13, no merger without a review. Sam, done. Sprint 14, support requests to
a. Alex, done partly. Sprint 15, trim stand
up to 10 minutes. Prior done, not yet. It takes about 30 seconds to fill in at the
end of each retro, but after a few months, it'll become probably one of the most honest documents
that your team has. So notice how much that
little table already tells you just sitting there
with one row per retro. Now, once you've got a
few months of that table, there are three signals that
are worth watching out for. First is completion rate. What share of the actions you
agreed actually got done? That single number is the health check on
your whole retro habit. Two is recurring themes, which problem keeps coming back retro after retro in
slightly different clothes. The final one is team mood. So ask for one word check in at each retro and note
it because the trend across months tells
you far more than any individual word did
on an individual day. So three signals is plenty. Resist the urge to build
something elaborate here. This is a habit, not
a reporting exercise, and the moment it
starts to feel like admin is the moment that
you will stop doing. So what do you do
with what you see? There are three common patterns, and here is the
response to each. So a low completion rate means that you are
agreeing to too much. The fix isn't to nag the team. It's to cut back
to a single action per retro until you're
reliably finishing it. Next is the same theme
returning means that you've been treating a symptom rather than treating the cause. If a slow code review
keeps appearing, then the real issue
might be workload or unclear ownership
or maybe something that nobody has
said out loud yet. So dig properly.
And then finally, steady completion with mood rising means that it's working. So in this case, you should
keep going and importantly, say so out loud to the team. People rarely notice
their own progress unless someone else names it and
points it out to them. So one little log, three simple signals, and a habit of reading them
every couple of months. That is really all it
takes to see whether your team is genuinely
improving over time or not. Thank you for joining
me in this lesson. In the next one, it's your
turn to do some work, and you'll design a
complete retrospective for your own project. I'll see you in the next video.
12. Practice Exercise: Design a Retro for Your Project: Welcome back. This is
a practice lesson, so it's now your turn
to build something that you will actually
use as a project manager. We're going to design a complete retrospective for your project, the format, the timings, the questions, and
the follow through. So I'm going to show you
mine on screen in Notion, and then you can pause and
you can plan your own. So just a reminder that Notion is free runs in the browser and everything today works on the free plan with
no add ons required. So let's begin. Four steps. Number one is read
the room because what your team needs right now
decides everything else later. Number two is to
choose a format that asks the question that your
team really needs to answer. Number three is to plan
the five stages with real timings so that the
meeting has a shape. Number four, is prepared
to follow through, deciding in advance where the action will go
and who tracks it. Fourth step is the one
that most people skip, and it's the one that makes
the most difference here. So step one is read the room. Start by reading the room honestly and let that pick
the format that you want. If you are sensing frustration
under the surface, use mad, sad, glad
and let the feelings. The team is drifting from
the goal, use the sailboat, which will surface
whether you even agree on where
you're all heading. If there are habits that
nobody questions anymore, the starfish will get you
the nuance that you need. And if you're fairly sure there's something that's
been left unsaid, use lean coffee and let
the team set the agenda. So choose for the
situation in front of you, not for the format that you
happen to like the most. Step two is to plan the five stages with
actual minutes attached. Here's a 60 minute retro that generally works. So
you set the stage. It takes 5 minutes, the purpose, a quick check in word
from every person, and a brief reminder
about safety. Number two, is gather data for 15 minutes, silent
writing first, and then share because
that silence is what protects the quieter voices
from being drowned out. Three is generate insights, 20 minutes for this section, group the themes and dig properly into the two
that matter the most. Decide what to do for
about 15 minutes, one action, a named owner, a deadline, and a
visible finish line. And then finally close
for about 5 minutes, read the actions
back to the room and ask how the retro itself felt. Write those timings down because a retro
without them always overruns on the talking
and starves the deciding. Okay, so planning it in notion. Again, free page with no add ons needed first thing
should be the plan. So your format to five stages and the timings for each stage. The prompts, which are
the exact questions you'll ask written
out in advance. So this is related to the
framework that you choose. And finally, the action log, which is just that small
table action for the owner, for the deadline,
and the status. So let's have a
look at what that would look like in Noon. If you go back to
my EdTech project, I've put here retro plan, and just for a random example, we've got sprint number 16, so we're pretty far
ahead in this project. Here we go. So I've
decided to use the sailboat format
because we've all been the team has been working in the
same way for a while. So I wanted yeah to recheck that we're going
in the same direction. So here I've got, again,
the five stages of the meeting and how long
each stage should take. And then I've got the three
questions. What's our wind? What are our anchors? What rocks can we see ahead and
where is the island? I've left the spaces there for the answers that the team
should provide, not you. The team should
provide these answers. And then below, I've got so if we're saying that
this is Sprint 16, I've chosen one action from
the previous three sprints. I've added it to this table where we have the sprint number, we have the action agreed. We have the owner and
we have the status. You could also include deadline here in this
table if you want, but if your sprints
are usually two weeks, then yeah, the
deadline should be implied that it's the
end of that sprint. But if you want to add a
deadline to this table, that is fine and also
completely normal. Now, you might notice if
you set this up in motion, you might get a little
notification that pops up. I think it's from
the AI, which asks you if this is a retrospective. And then I think
if you click this, you have some more options
that you can use AI to format. So this is what a simple
retro plan looks like, again, simple bullets and a simple table, and
that's about it. Let's have a look
at what good looks so you should check your plan
against these four things. So pause the video. You can design your
retrospective plan. When it's done, you
can do the check. So the format fits the moment
is the first check that you should make chosen for what the team needs now,
not for novelty. Second, is that safety is
built in with silent writing and questions aimed at the system rather
than at individuals. Number three, it ends
in one owned action, so not a wish list, but one thing with one
name and one date. And finally, follow
through his plan. You already know where that action goes and
who will check it. If you hit these four things, then you've designed
a retro that will actually make change. So a well designed
retrospective is actually like the engine of the team that improves itself constantly. And now you can design
one deliberately rather than running the same meeting again and again out of habit. Thank you for joining
me in this lesson. In the next lesson and the next section,
we'll step up a level, and we'll look at scaling Agile beyond a single team.
I will see you there.
13. When Does Scaling Actually Become Necessary?: Welcome back. In this lesson, we're going to ask
a question that many organizations
skip straight past. Do you actually need
to scale at all? Scaling Agile is a large, expensive and
largely irreversible decision that is routinely
made far too early. By the end of this
lesson, you will know the signals that you
need more than one team, the real signals, and
the false signals that fool people and some cheaper things that
you can try first. The honest answer, you
should only scale when one team genuinely cannot
do all the work itself. Not when the work merely
feels large and not when someone senior in a
meeting says the word scaling. And the reason to be strict
about all of this is cost. Scaling adds coordination. Every single team adds
meetings, handovers, and dependencies between people who just used to turn around in their chair to
talk to each other. Worse than that, the cost
is permanent and you pay it for every single sprint for as long as the
structure exists. So the bar for adding a team should be genuinely quite high. Here are four honest indicators that it really is time to scale. Number one, the team
is genuinely full. There is sustained demand over months well beyond what
one team can deliver, and prioritizing harder
hasn't closed any gaps. Two, you have distinct
product areas. The work splits cleanly into parts that barely
touch each other, which means that separate teams won't be tripping
over one another. Number three,
separate skill sets. The specialisms involved
are so different that one team cannot
realistically hold all of them. And four independent release
needs different parts of the product genuinely need to ship on different timescales. Now, notice what all of these four indicators
have in common. Each one describes a
structural reality, not a feeling of pressure
or being overwhelmed. Now for the false signals, and these are the ones that
catch people out because each one sounds like a
perfectly reasonable problem. Number one, we're
behind schedule. Adding teams almost never
makes work arrive sooner. In fact, in the short term, it makes things slower because new people
need on boarding, and the coordination
cost hits immediately. Two, the backlog is huge. A long backlog is a
prioritization problem not a head count problem. And doubling capacity
to work through a badly ordered list simply gets you more
of the wrong thing. Three, leadership wants it. Scaling as a status
symbol is one of the most expensive kind of status symbols there is,
and everyone else does it. Other companies
structures were built to solve other
companies' problems, and copying the shape without the context rarely transfers. So before you add a team, here are four cheaper moves, any of which is often
enough just on its own. Number one, prioritize harder. So doing less better genuinely beats doing everything
slowly with more people. Two, remove the bottleneck. It's remarkably common for
one slow step, a review queue single approver an
environment everyone waits for more to cost more throughput than a
missing team would add. Three, grow the team slightly. One or two more people is
dramatically cheaper in coordination terms than standing up an entire second team. And finally, cut
work in progress. Finishing what you've
already started often frees up more real
capacity than hiring does, because half done work is
capacity sitting idle. If you work through these
four things honestly first, then if the problem
survives all of them, you have a genuine
scaling problem, and we'll spend the rest of this section on how
to handle that. So you should scale when the structure of the
work demands it, not when the pressure does, and try the cheap fixes first
because usually they work. Thanks for joining
me in this lesson. In the next one, we will compare the three best known
scaling frameworks, fairly, including their
criticisms. I'll see you there.
14. SAFe, LeSS and Scrum@Scale: a Fair Comparison: Welcome back. In this lesson, we're going to compare the three best known
frameworks for scaling Agile, safe, less and Scrum at scale. I'll tell you what each
one actually does, who it suits, and probably more importantly,
what its critics say. My aim here is fair comparison rather than
a single recommendation. All three of these exist to
answer the same question. How do many teams work
together on one product? Where they mainly differ is how much structured
they provide you with. And that's the real
trade off here. So keep that in mind. More structure means
clearer guidance, but also means more roles
and more processes to carry. Less structure means
it's lighter to run, but there's much more for you
to work out for yourself. Neither end of that
spectrum is virtuous. Now, none of these three is the right answer
in the abstract. One of them, though, may
be the right fit for you. So first is SAFe, which stands for scaled
Agile framework. It's the most widely
adopted and by far the most prescriptive
of the three, and it's aimed squarely
at large enterprises. So there's four
ideas to know here. The Agile release train
often shortened to ART. Teams are grouped
into a train that shares one mission
and one cadence, typically somewhere
around 50 to 125 people. Next is a big planning event. All the teams in a
train plan together in the same sessions
every eight to 12 weeks, and that's known as PI planning where PI stands for
planning interval. Next is layered levels. SAFe organizes things into a team program and
portfolio concerns. So strategy connects all the way down to delivery
and extra roles. I introduces dedicated
coordination roles, the best known being the
release train engineer or RTE who effectively
facilitates the train. Now for the fair verdict, and here's the
interesting thing, safe's greatest strength and the criticism leveled at it are the very same
characteristic. The strength is that it
tells you what to do. There is very detailed
and documented guidance for almost every situation, which is genuinely valuable for a very large and
cautious organization that needs a defensible plan. And also has hundreds
of people to align. The criticism is that it can feel unagile because of
the process weight and the additional layers
which can quietly rebuild the hierarchy that
Agile set out to flatten. And critics argue that
you can end up performing Agile ceremonies inside an essentially
traditional structure. There's one practical note here, SAFe is actively revised and its terminology changes
between releases. So if you're working
with this framework, check the current
official guidance rather than relying
on older material. Second is less, which stands
for large scale Scrum, where safe adds less
deliberately removes. The guiding instinct
is that scaling should mean more Scrum, not
more scaffolding. So there are four
things that define it. One, product backlog. Every team pulls from a
single shared ordered list. So there's one truth about
priority for everyone. You have one product owner, a single person that holds priority access
across all the teams, and you have one shared sprint. Teams run to the same rhythm, and they all
integrate their work constantly rather
than all at the end. And lastly, we have
very few new roles, rather than adding
coordination layers, Less tries to skip organizational
complexity completely. So it comes in two sizes, plain less for a
handful of teams, and less huge for
considerably more teams. The honest criticism is
that less is simple, but it isn't easy because
it asks you to genuinely simplify your organization and to often remove
rolls and layers, and that demands real
structural change, which is potentially much
harder than adopting across a process on top of the structure
that you already have. Next up, we have Scrum at scale. So the idea here is that you
scale by repeating Scrum and you adopt the framework in pieces rather than all at once. So we have four features here, the Scrum of Scrums. Representatives from each team meet regularly to sync
on shared problems, and that pattern repeats
upward as your company grows. You have two cycles, one concerned with delivery
and how the work gets done, and the other with priority
and what gets built, and they meet at the top
of the organization. Is minimally prescriptive. You adopt only the components you actually need right now, which makes it feel far
less disruptive to start. And finally, leadership is
explicitly included with defined forums where
leaders unblock things rather than
interrupting the teams. The strength of
Scrumma Scale is that it's gradual and it's
modular adoption. Its criticism is the flip side. Because it's minimally
prescriptive, a great deal of the detail
is left for you to design. So you need genuine
agile experience in house to make
this work properly. Now, let's look at
them side by side. Now, SAFe is best suited to large enterprises that
want detailed guidance, and the thing to watch
is process weight. Less is best suited to organizations with
one shared product, and the thing to watch is that it requires real restructuring. Scrum at Scale is best suited to those companies that
want gradual adoption rather than all at once. The problem is here
that you will be designing a lot of
the detail yourself. Now, these three aren't
the only options. Another option is Nexus, which is a lighter framework from the same
stable as Scrum and the so called Spotify model
with its squads and tribes, which has been heavily copied, though it is worth
knowing that it was a description of one
company at one moment rather than one particular
framework that was published for reuse and again and again and
again, like these three. So how should you choose
your framework honestly? The three principles
that survive contact with reality are these. Start from your own problem. So name the specific pain
that you're feeling in plain language and then look for the framework that eases
that particular pain. Choosing a framework
and then hunting for problems it solves is
the wrong approach, and it happens quite a lot. Now adopt the least
that you can. Take the parts that help
you and leave the rest because you don't owe any
framework total loyalty, whatever its certification
program implies. And finally, judge by outcomes. If delivery and morale
aren't improving, then the framework
isn't really working. However faithfully you're
following all the guidelines. These are three
different frameworks with three different
amounts of structure, and there's no
universal winner you choose based on the needs
of your organizations. So thank you for joining
me in this lesson. In the next one, we'll
get concrete about the coordination patterns that keep multiple teams
working together well, whichever framework you decide to land on when you scale.
I will see you there.
15. Cross-Team Coordination Patterns: Welcome back. Whatever
framework you choose or if you
choose none at all, you'll still need a handful of concrete patterns to keep several teams working
together as one. During this lesson,
we'll look at four patterns that you
can use immediately and a clear method of handling
the main thing that actually causes scaling pain,
which is dependencies. Let's name the real
problem upfront first because it's
easy to misdiagnose. Scaling problems are almost
always dependency problems. So it isn't the number of
people that slows you down. It's the number of
connections between teams. So teams waiting
on each other is precisely what makes several
teams slower than one, and the best fix is structural. You design your teams so they need each other as
little as possible, each of them owning a slice
of the product end to end. And where dependencies
genuinely must exist, the best fip is to make them visible and owned
so that they are managed deliberately rather than discovered at the
worst possible moment. So here's the toolkit you
can use, four patterns, all of which work independently of any particular framework. First is the Scrum of Scrums, which is a short
and a regular sync between representatives
of each team. Next is joint planning. Teams plan in the same
room at the same time. So dependencies surface in conversation rather
than in a crisis. Third is communities
of practice, people who share a
testers, designers, front end developers
meeting across team boundaries to
align on how they work, and finally, a shared standard. So one definition of done across all teams so that finished means the
same thing everywhere, which actually matters
enormously the moment that you are integrating work
from several teams. So the Scrum of Scrums is the most commonly used
of those patterns, and it's easily the
most commonly botched. So let's look into it specifically.
There are four rules. One is send one representative, so one person per team,
not the whole team. Or you've simply just invented
a very expensive meeting. Two is 50 minutes standing. It's a sink, not
a status meeting, so protect the clock fiercely. Three is only cross team topic, so anything internal goes
back to the team ruthlessly, because the moment this meeting
becomes a general update, it stops being worth attending. And finally, end
with owned action. So every dependency
raised leaves the room, with a name against it, or it will still be
there next week. So if you run this properly, this is 15 minutes a day for a whole program of
teams, and run badly, it could end up being an
hour or more of theater that convinces everyone that
coordination is a waste of time. If I could give you only
one coordination habit, it would be this
one joint planning. It's probably the highest
value thing that you can do. There are three parts
plan in the same room, so all the teams all at the same time because
dependencies will surface naturally in
that conversation when the people involved are all within earshot
of each other. Number two, make
the ask explicit. So each team states out loud
what it needs from whom and by when so that nothing is left as a
private assumption. And finally, agree the sequence, so order the work so
nobody sits waiting on somebody else's sprint to be
able to finish their work. This is the underlying
insight behind the big planning events
in the scaling framework. You don't need their
full machinery to get most of the benefit. You just need the teams
talking to one another before they commit
rather than afterwards. Now, this is an
artifact that does the most work for the
least amount of effort, a simple shared dependency list. Shared list beats
any clever tool because people will
actually read it. Three columns is enough what's needed from
whom and by when. So login endpoint from the
platform team by Sprint 17, approved copy from
the content team by Sprint 17 and design for a parent view from the
design team by Sprint 18. So you should then review
this at every sync, and this is the whole
discipline, more or less. A dependency that
nobody can see is a dependency that
nobody manages, and it'll reappear probably as a surprise on the day
that it blocks a release. So writing it down converts a future crisis into a
piece of ordinary plan. One warning to finish on coordination is a
cost, not a virtue. So spend it carefully. It's very easy to end up with so many alignment meetings that nobody has time
to build anything. So there are three habits
that keep it lean. Run the fewest
meetings that work, so add coordination only when a real problem mans it
never preemptively. Refer written over meeting. So a shared visible list
replaces most of the sinking, and it works across time zones. So if you have remote
teams, this is very good. And finally, review
the overhead itself, asking retrospectives whether each cross
team meeting still earns its place and be willing to eliminate
the ones that don't. Coordination should be reviewed exactly like any other work. Oh, four patterns, one
visible dependency list and permanent skepticism about
your own meeting overhead. That is cross-team coordination. So thank you for joining me. In the next lesson, we will look at what goes wrong when teams scale before they're ready and how to recognize it in
time. See you there.
16. The Dangers of Premature Scaling: Welcome back. In this lesson, we're going to look
at what happens when an organization
scales before it really needs to
because it's one of the most expensive
mistakes you can make in Agile
project management. In this lesson, we'll look at what premature scaling costs, how to spot that you've done it, and what to do about it. Let's start with why scaling
happens in the first place because nobody scales
prematurely on purpose. Adding teams feels
like decisive action. It's visible, it's fundable, and it looks like leadership. But sometimes it could
be just avoidance. It's considerably easier to hire than it is to fix the things that's genuinely
slowing you down, especially if that thing
is an awkward process, an unclear priority, or a senior person's pet project that nobody wants to challenge. Adding a team lets everyone
feel that something has been done without anyone having the
difficult conversation. So what is the bill? Here are four costs and you'll pay them every single sprint. One is communication overhead. Every new team multiplies the connections that
have to be maintained, and that growth is far
worse than linear. Next is slower decisions, more people to
consult, means that everything takes
longer to agree. So the organization gets more cautious precisely when you
wanted it to be faster. Third, is diluted ownership when several teams own
something in reality, nobody quite does, and the awkward bits
fall between them. And finally, process
for its own sake. Ceremonies appear to manage the coordination problems
that you've just created, and then those ceremonies
also need to be managed. So how do you know it's
happened to you prematurely? Four symptoms are here, and you'll need to be
honest to see them clearly. Number one is more
people same output, capacity went up and
delivery didn't, and this is probably the
clearest signal there is. And it's also the one that people work hardest
to explain away. Number two is meetings,
crowding out work. Coordination is eating the very time it was
meant to protect. Number three, everyone
waiting on someone. Teams are blocked on each other more than they're
actually building, which means your team boundaries are all in the wrong place. And then number four,
nobody owns the outcome. You have plenty of teams,
plenty of activity, but no clear accountability for whether the thing
actually succeeds or. If you are recognizing
one or more of these, the problem probably isn't that you need better
coordination. It's that you have
too much structure. Now, this brings me to
the point of this lesson, and it's one that you may
rarely hear said plainly. Scaling is allowed. Going back is valid, and it's actually quite
a brave decision because here's the instinct when scaling
hurts. Add more process. More coordination roles,
another alignment meeting, a new tracking layer
to manage the pain. And all of that reliably makes
it worse because you are treating the symptom of too much structure
with more structure. So the better move is
to take structure away, merge two teams that were
never really independent, cut a coordination layer out, give one team clear
end to end ownership of something instead of
splitting it three ways. Fewer moving parts
means faster delivery, and no framework anywhere says that you're forbidden
from simplifying. Structure exists to serve
delivery, not to survive it. And if you unwound something
that wasn't working, that's not a failure to admit. That's the inspect and adapt cycle doing exactly
what it's for, but at the organizational scale. So premature scaling
is expensive, and it can be hard to
see from the inside, but it's entirely reversible if you're willing to be honest. Thank you for joining
me in this lesson. In the next one, we'll
pull all of this together, and we'll choose a
scaling approach for your own project.
I'll see you there.
17. Choosing a Scaling Approach for Your Project: Welcome back. In this lesson, we're going to make
an actual decision. So by now, you know when
scaling is justified. You know the frameworks, and you know the
coordination patterns. So now let's turn that
into a choice for a real project using four
questions and a worked example. So by the end of this lesson, you'll have a method
that you can apply to your own situation
immediately. First, the principle that really should guide this
whole decision is, choose the latest approach that solves your actual problem. So you can always
add structure later pretty easily when a
problem demands it. Removing structure,
however, once the roles exist and
people's job titles depend on it is far harder and considerably more expensive
not to mention political. So if you're genuinely
unsure, lean towards less. Four questions,
and answering them honestly will narrow the
choice very, very quickly. Number one is how many teams? So two or three teams needs
far less machinery than 20, and this single answer will
eliminate most options. Number two, is it
one product or many? A single shared product points towards shared backlogs
and shared plan while genuinely separate
products points towards independent teams that barely
need to coordinate at all. Three is how much appetite? Can your organization
genuinely restructure, removing rolls and layers, or is that off the table? Be realistic here rather
than aspirational. And finally, how
independent are the teams? Can they ship separately or must everything
land together, because that will determine how much synchronizing
you will actually need. So let's work an example. Imagine a product with
three small teams. The question is how many teams, three or quite small. One product or many,
just one shared product. Appetite for restructuring,
it's low for now because the organization has
just been through one reorganization and has
no stomach for another. Can ships team separately, mostly with some overlap around a shared login and a
shared design system. So now that set of
answers rules out a three small teams do not need an enterprise framework with layered
portfolio governance, the overhead would swamp them. So equally low appetite
for restructuring makes a framework that demands
genuine organizational surgery, a poor fit right now. So here's the verdict
for that example. Not a full framework at all, but a shared backlog, joint planning, and one weekly. Three teams don't
need a release train. They need to talk to
each other on purpose and to have one clear source
of truth about priority, and that's genuinely it. And this will hold for a
surprisingly long time. It's two habits that make choice a good one
rather than a lazy one. Borrow don't adopt. So take the practices that help and leave the rest
from wherever they come, take them and leave the
rest without any guilt and revisit at ten teams
or whatever number represents real
change in shape for you because the right answer for all three teams is very unlikely to be the right
answer at 15 teams. You're choosing for now,
not choosing and finally, and this matters more than
getting the decision perfect. Treat your choice as an experiment rather
than a commitment. So you'll not get this exactly right the first time
and you don't need to. Three things make being
wrong survivable. One is pick a review date now while you're
still clear headed, agree when you'll
honestly reassess, and three months is
usually plenty of time. Next is watch delivery and morale because
those signals will tell you most of what
you need to know about whether a structure
is helping or not. And finally, be
willing to reverse it. Hanging your mind
in the light of evidence is competence,
not failure. And a leader who can
unwind their own decision earns far more trust than one who defends it indefinitely. So four questions and the latest option that works and a review date in the diary. That's how you choose a scaling approach
without gambling. So thank you for joining
me in this lesson. In the next one, it's your turn. You will sketch a scaling
plan for your own project. I'll see you there.
18. Practice Exercise: Sketch a Scaling Plan for Your Brief: Welcome back. In this lesson, we are going to sketch a
scaling plan for your project. One page that is
honest and specific. I'll go through mine
on screen in Notion, and then you can pause and
you can build your own. Notion is free, and everything today works on the free
plan with no add ons. So let's begin. Four steps. One state the real
problem in one sentence and be specific about
what's actually hurting. Two is answer the
four questions. So teams, product, appetite, independence, and
write the answers down where you can see them. Three is choose the
lightest option, naming both the practices you'll adopt and the ones that you
will deliberately skip. Then four set a review date
so that you've committed in advance to checking honestly
whether it worked or not. Your sketch needs
four short sections, and it should fit
on a single page. The first is the problem, what's actually hurting
in one plain sentence. Two is team shape, how many teams and who owns
which part of the product. Three is coordination, the specific practices that you use to keep all of
those teams aligned, and what you are skipping, the parts of the
frameworks that you are deliberately not
implementing with a brief reason as to why. That last section is the one that people usually leave out, and it's one of the most
useful of the four. So writing down what
you're not doing and why stops it being
relitigated every month, and it also makes clear that your choices were deliberate
rather than accidental. So let's have a look at
how to do it in notion. Again, a free page with
no add ons needed. First, you have the problem, a single sentence at the top, so it anchors everything else. Then you have a team table with the team the area owned and who represents it at the sink
and a dependency list. So what's needed from
whom and by when, and this is reviewed weekly. So let's switch to
notion and have a look. I have my EdTech
project hub right here, and I've added a page at the bottom here
called scaling Plan. In there at the top,
I've added the problem. The problem is our team
can't keep up with demand across the learner app and
the teacher dashboard, and both need to
ship independently. So I've added the team table
here, the Team column. Area owned and the
team's representative. So for the learner team, the area owned is
lessons, quizzes, progress badges, and
the representative in the meeting is
going to be Pria. The teacher team, they own the dashboard and
the class reports. Their representative is Sam, and the platform team who own login payments and
a shared design system. The representative
of that is Alex. And then below that, I have another small table
with the dependencies. So what's needed from
whom and by when. First, we have the
login endpoint from the platform
team by Sprint 17. Is a shared design system
components for the parent view, and that would be from
the platform team as well, by Sprint 18. And then finally, the
approved copy of new lessons, and this comes from
not the Nar team, the learner team, and that
should be done by Sprint 18. So here we have the scaling plan and what a simple
scaling plan looks like, which is also honest
about the problem. So now you can sketch your
own, and when it's done, you can check it against these four things that it
names the real problem, not that we're growing, but something specific that's
costing you right now. Check that it's the
lightest option and that you genuinely could not remove any part of it without the
problem coming back. Third, it says what
you're skipping with deliberate omissions rather
than accidental gaps, and then four, it
has a review date, plan that you've committed to reexamining with
some fresh evidence. If you hit those four things, then you've got something
far more useful than most scaling
initiatives ever produced. Scaling plan on one page, naming a real problem and the latest thing
that solves it. That is a genuinely
senior piece of work. Thank you for joining me in
this lesson and this section. In the next section, we will
turn to quality and risk, how to build both without drowning in paperwork.
I will see you then.
19. Quality Is Everyone's Job: Building It In: Welcome back. In this lesson, we're going to talk
about quality and specifically about why it
can't be somebody else's job. There is a habit in a lot of organizations of
treating quality as a stage near the end owned by whoever is holding
the testing budget. That approach fails
quietly and expensively. And by the end of this lesson, you will know what
to do instead. So here's the idea the
whole lesson rests on. Quality is not a phase. It is a habit. You cannot test quality
into a product at the end. By the time something
reaches a tester, the decisions that determined whether it's any good
were made days or weeks earlier by people who weren't thinking about
quality at that time. Testing at the end tells
you what you've got. It doesn't change
what you've built. So where does quality actually happen at
every single step, not just the one marked testing. It starts at the idea where you decide whether this is
worth building at all, then design, where you decide whether the thing will make
sense to a human being. Then build where
the craft goes in, then review where a second pair of eyes catches what
the first one didn't, and finally, release
where you decide whether this is genuinely
ready to meet real people. Notice the trap
in that sequence. A bad idea clearly specified and beautifully built
is still a bad idea. Quality at the later steps cannot rescue a failure
at the first one. That's why the
cheapest quality work happens at the end where a flawed idea costs minutes to fix rather
than at the end, where the same floor
can cost days. Now, if your team
writes automated tests, there's a shape those
tests should have, and it is usually
drawn as a pyramid. Let me take it from
the bottom up. First, at the base unit tests. Many of them and very fast, these are tiny checks
on single pieces of logic and a good suite
of them runs in seconds. Second, in the
middle, integration tests, fewer and slower. These check the separate parts, talk to each other properly, which is actually where a surprising number of real
bugs live. And third, at the we have end to end tests, only a few and slow. These walk through whole
journeys in a real system, which makes them
genuinely valuable tests and also brittle and
expensive to maintain. The shape here matters. Teams that invert
this pyramid with hundreds of slow end
to end tests and hardly any unit
tests end up with a test suite that takes an hour to run and fails at random. People then start ignoring it, which is worse than
having no tests at all because now you have
some false confidence. You don't need to write
these tests by yourself, but you do need to recognize the because if your team tells you the pyramid is upside down, they are telling you something important about why
everything feels slow. This chart is probably the
single most useful thing I can show you about quality. It's the cost of fixing the same defect depending
on when you find it. At the idea stage, fixing
costs a conversation. At design, it costs a redraw. During the build, it
costs some rework. In testing, it
costs a bug report. A fix, a re test, and a delay. And once it's live, it costs all of that,
plus the incident, plus the support load,
plus the erosion of trust from the customer
who hit the problem. The curve climbs steeply, and that's the whole
economic argument for building quality in early. So if quality is everyone's job, let's be precise
about who owns what? Be shared responsibility
with no specifics, is how things often get dropped. Team owns three things. First, the definition of done, the agreed standard
applied to every item, not just the ones
with time leftover. Second, peer review. Nothing merges on one
person's judgment alone, and third raising concerns, being able to say this isn't ready without it
costing them anything. You own three different things. First, protecting the time, quality work, gets real
capacity in the sprint, not whatever's left at the end. Second, holding the standard and specifically holding it
when a deadline makes it tempting not
to because that's the only moment that your
standard is actually tested. And third, making it safe, so bad news travels fast and
costs nobody their head. If your team hides
problems from you, you will find out about them
at the worst possible time. So, quality is built in
rather than tested in, and the cost of finding a defect climbs steeply the
longer you leave it, and everybody owns a
specific piece of it. Thank you for joining
me in this lesson. In the next one, we will
tackle technical debt explained without
any single lines of code. I'll see you there.
20. Technical Debt Explained for Non-Developers: Welcome back. In this lesson, we are going to talk
about technical debt, and I'm going to explain
it without any code because you don't need to be a developer to manage
technical debt well. You do, however, need to
understand it because it's one of the main reasons that a team that used to be
fast becomes slow, and it is also one of the hardest things
to explain upwards. So let's begin. Let's start with the definition. Technical debt is the cost
of a shortcut taken today. You get the speed
now and you pay interest on it every
sprint afterwards. The metaphor is financial
and it's quite a good one. There are two parts to it. First, there's the debt itself, the messy code,
the missing test, the workaround that
you left in place. Second, and more importantly,
there's the interest. So every future change in that area takes a little
bit longer than it should. And that's the part
that people miss. The shortcut isn't
a one off cost that you absorb and forget. It's a small tax on everything you do in that area from now on. And this metaphor has a limit
that's worth knowing about. Unlike a real loan, nobody
sends you a statement. There's no monthly reminder
telling you how much you owe, which is exactly why technical debt
accumulates unnoticed. Now, here's the thing
that people get wrong about technical debt, and it matters if
you're going to have a sensible and
honest conversation with your team. Debt
is not the problem. Unmanaged debt is. Every real product carries
some kind of technical debt. A code base that has none is usually a code base that nobody has shipped
anything from. So the goal is never zero. The two questions that
actually matter are, did you choose this debt deliberately and are
you paying it down? If you get those two
questions right, then debt is simply a
financing decision, which is a perfectly respectable thing
for a team to make. Helps to know that debt comes in different kinds because they deserve genuinely
different reactions. So let me give you
three of those. First is deliberate debt. That's a shortcut taken
knowingly to hit a deadline. We'll do it the quick way now and we'll come back
after the launch. It feels like a
conscious trade off. And it is one, provided that somebody actually
wrote it down. The right response is to
simply schedule the repayment. Second is accidental debt. This is the code that was perfectly reasonable
when it was written. And then the team learned
a better way to do it. Nobody did anything wrong. It's just what learning
looks like in a code base. And the right response is to refactor as you pass through, tidying the area next time
you are working in it anyway. Then third, we have decay. Nothing changed in
your code at all, but the world moved. For instance, a library
went out of support, a platform version aged out, a dependency stopped
being maintained. Now, this feels
like slow rot that nobody quite notices until it's too late and
something breaks. The right response for
this is to budget for it routinely because it arrives whether you touch
the code or not. Now you probably won't
see the debt directly. What you will see
are the symptoms, and here they are in roughly the order that they
tend to appear. First is that estimates start
coming back strangely high. So somebody says,
that'll take longer than you'd think about a change
that sounds trivial, and they're right because they can see the
mess and you can't, the same area of the
product keeps breaking. When one part generates a suspicious share of your overall bugs,
that's not bad luck. That's a signal. Third,
people start avoiding it. There is a part of a system
that everybody quietly roots around and work gets
designed to stay clear of it. That's a very late
stage symptom, and it's quite a serious one. And finally, new
people take months to become productive
because the system defies explanation and
only real documentation is in somebody's head. If you're hearing
those, you don't have a motivation problem or
an estimation problem. You have debt problem, and it will keep getting worse until somebody
funds the repayment. So how do you manage it without turning it
into a crusade? There are five habits, and none of them is
particularly heroic. First is keep a visible list. Debt nobody has written down is debt that nobody
will ever fix because it can't compete for attention against work
that has a ticket. Second, reserve
capacity each sprint, something like a tenth is
reasonable starting point. The exact number matters far
less than the fact that it's protected and doesn't get raided the moment a
deadline appears. Next is repay where
you're already working. Debt repayment that happens inside normal delivery
is sustainable. Separate three month
cleanup project is a thing that gets
canceled in month two. Fourth, tie it to delivery. Don't ask for time to reduce technical debt because that sounds a little bit
like housekeeping. Say that this repayment makes the next feature two weeks
faster and name the feature. Same work, but with a completely
different conversation with the people who fund it. And finally, never negotiate it down to zero for more
than a sprint or two. Skipping repayment
once is a decision. Skipping it every
time is a trajectory, and everybody on the team can
already see where it ends. So debt is the cost
of a shortcut. The interest is what
actually hurts, and the goal is deliberate. Manage debt rather than none. Thanks for joining
me in this lesson. In the next one, we will
look at managing risk without producing a document that nobody reads. I
will see you there.
21. Risk Management Without a Risk Register: Welcome back. In this lesson, we are going to manage risk, and we are going to do it without a traditional
risk register. Now, I want to be careful
here because I'm not against writing
risks down, per se. I'm just against the ritual
that usually surrounds it. By the end of this
lesson, you will have a lighter approach that
actually changes decisions, which is the only thing risk
management is actually for. So let's start with why the classic register
so often fails, and it isn't the
document itself, it's what happens around it. First, it gets written
once and never reopened. Filled in at a kick off
to satisfy process gate, and then it sits in the folder while the actual risks evolve. Second, it's owned by nobody. There's a column marked owner containing the name of
a team or a department, which means that no
individual human is thinking about it. And then finally, everything gets graded into meaningless. So everything is amber so
nothing gets attention. You've sorted nothing and prioritize so let's look
at what works instead. The things mirroring
those failures. First, a short living list, five risks you could recite
from memory because a list you can't remember is a list
that you aren't managing. Second, a named
person for each one, one actual human who
is thinking about it. And third, review
it in the open in planning where
decisions genuinely get made rather than in a governance meeting where
it's merely reported. Here is the sorting tool and it takes about 30 seconds per risk. Two questions, how likely is it, and how bad would it be? If you plot these two against each other, you will get a grid. Now, likelihood runs up the side and impact
runs along the bottom, where a risk lands tells
you what to do with it. If it's in the top right,
if it's likely and severe, you should act now and today
before you do anything else. Bottom left is
unlikely and mild. You can ignore it genuinely and stop spending
attention on it. The middle band you
keep an eye on, the value of this
isn't the grid itself. It's the forced comparison. And once risk sits
next to each other, it becomes obvious that you've been worrying
about the wrong one, which is a conversation a list in a document
will never start. Now the test that separates real risk management
from the theatrical kind, a written down risk is
not a managed risk. So here's how to apply it. So look at your list
and ask for each item, what is different about
our plan because of this. If the honest answer is nothing, then you haven't
prevented a surprise. You documented one in advance. And when it lands, you'll have the singularly
unhelpful experience of finding it on a list you wrote three months ago and
did nothing about. So, this brings us
to the responses. Every risk you keep
on the list gets one of four or it
isn't being managed. Let me take them in order of how much they
change your plan. First, avoid it. Change the plan so the risk simply
cannot happen. If a third party integration
is your biggest danger, not depending on it
removes the risk entirely. So that's the strongest move, and the most often
forgotten move. Second, is to reduce it, make it less likely to happen or less painful if
it does happen. Now, that's what Spike
does or a backup supplier or a phase rollout
that limits the blast radius. Third, transfer it, move the risk to whoever is
better placed to carry it, which is what insurance is and what a supplier
contract with penalties is. And finally, accept it. To decide openly to live
with it and say so out loud, that's a legitimate answer
and often the right one, but it has to be said out
loud and agreed because silent acceptance is just
neglect with nice manners. So finally, where does
all this actually live? The answer is in the
meetings you already hold, which is what lets you skip the separate risk
process entirely. First, in planning, before
you commit to the sprint, ask what could stop this. That's risk identification,
and it takes about 2 minutes. Second, in the daily stand up, today's blocker is simply
yesterday's risk arriving now. Blockers are risks
that came true, so listen to them that way. Third is in the review. Watch which of your assumptions the demo just proved wrong because that is free information about what else you
might be wrong about. And finally, in
the retrospective, ask which risk you saw coming
and did nothing about, which is the question that
over time will improve your judgment the fastest and
the most comfortable sorry, it's the most
uncomfortable one to ask. So a short living list, a person against each risk, and a grid to sort them, and one of four responses that
actually changes the plan. No separate ritual required. Thank you for joining
me in this lesson. In the next one, we will look at spikes and prototypes and how to untack the unknowns before they attack you
first. I'll see you there.
22. Spikes, Prototypes and De-risking Unknowns: Welcome back. In this lesson, we are going to deal
with the unknowns, the parts of your project where nobody quite knows how
hard it's going to be. We'll cover the three tools that are constantly confused
with one another, how to run one of
these properly, and how to decide which unknowns are
worth spending time on. Let's get into it.
So here's the trap. Teams estimate unknowns
instead of investigating them. Somebody asks how long the new payment
integration will take, but nobody actually knows
and rather than say so, the team produces a number
and a confident number attached to a genuine unknown is fiction with a decimal point. It gets into a plan, the plan gets committed to, and then three weeks later, everyone is all of a
sudden surprised by something that was entirely
knowable at the start. So there are two ways to
respond to an unknown. The instinct is to guess commit and to hope
that the guess holds, but the discipline is
to spend a little time buying the missing information
and doing that first. So this is what this
lesson is all about. So there are three tools, and they genuinely get
muddled constantly. So let me be precise. They answer three
different questions. First, a spike. The question is can we
do this and roughly how? The output is an answer and
usually some throwaway code, and the time box is a
day or two strictly. Second, a prototype. The question is
entirely different. Will people understand
this and do they want it? The output is something a
user can actually react to, and that might be
a clickable screen with nothing behind
them, for instance, it takes days and
it's rough on purpose because polish invites
feedback about the polish. Third, a proof of concept. The question is, does the
approach work at all? The output is a narrow and
a working demonstration of the risky part
and nothing else. The time box here
should be short and it should answer exactly
one question. The distinction that
matters the most, a spike is aimed at a
technical uncertainty. A prototype is aimed at
a human uncertainty. Reaching the wrong one
here means you'll spend a week answering a question
that nobody was even asking. So let's run a spike
properly because an unbounded spike is
just unmanaged research. So there are four steps. First, write the question
down in one sentence. If you can't write it, then you are not ready to start, that in itself is
useful information. Not investigate the
payment provider, but can we take a payment in under 3 seconds using
their standard interface? Second is set a hard time
box, two days maximum. The clock is the
entire discipline here because without it, a spike quietly becomes
the project itself. Third, agree in advance
what answered means, decide what evidence would settle the question
so that you're not relying on somebody's
feeling on Thursday afternoon. And finally, report
back and bin the code. The output of a spike is
the answer, not the builds. Last step deserves
its own moment because it's the one that
goes wrong most often. A spike does not ship,
I answers a question. Spike code is written fast with no tests and no error handling
to answer one question. The moment somebody says it basically works, let's
just tidy it up. You've taken your quick deliberately
disposable experiment and made it the
foundation of a product. You've swapped a small
risk for a large one, and you've done it at the exact moment that
everyone felt relieved. It and write it properly
with what you've learned. So when is this worth the time? Because you can't spike
everything and a team that investigates every
single unknown never ships. There are four steps to decide. First, spot it, name the thing that you
genuinely don't know. Second, size it, ask how bad it would be
to get this wrong. Third, spike it, but only if the answer to the
second question was bad, finally, decide using
what you learned. The filter here is
the combination of the two things
uncertainty and cost. Spike the unknowns that are both genuinely uncertain
and expensive to get. Unfamiliar technology sitting on a real deadline is worth
two days of investigation. Something you've done many
times and simply don't enjoy is not an unknown.
It's just a chore. And no amount of investigating will make
that chore more pleasant. So spikes for
technical unknowns, prototypes for human ones, a hard time box on both, and a filter that stops you
investigating everything. Thanks for joining me in this
lesson. In the next one. It's your turn, and
you will identify and plan for three real risks
on your own project. I'll see you there. O
23. Practice Exercise: Identify and Plan for Three Risks: Welcome back. This is
a practice lesson, and we are going to identify three real risks on
your own project, and we're going to plan what you'll actually do
about each risk. I will show you mine
on screen in Notion, and then you can pause
and build your own. Everything today works on Notion's free plan with
no add ons required. Here's the exercise
in four steps. First is to list your risk, get all of the risks you can think of in
your head and get them down on the page without judging any of them just yet. Next, is to sort them using
likelihood and impact. Third, is to choose a
response for each one, either avoid, reduce, transfer, or accept, and finally, assign an owner and assign
that owner by name. So two things to do
before you start. Do this with your team rather
than alone because they can see risks that you structurally cannot and particularly
the technical ones. And aim for at
least three risks. Three risks that you can
genuinely act on are worth far more than 20
that you merely just list. Be concrete as well. Delivery risk is a category, not a risk in and of itself. So name the actual thing
that could happen. Let me sort three
example risks so you can see how the placement
drives the decision. The first is scope creep. It's highly likely
because it always is, and its impact is moderate. That puts it top
middle in the act now band and the response
is to reduce it. Agree a change across a process
now before it's needed. Second, a payment vendor delay. It's moderately likely
and high impact if it lands because
nothing ships without it. It's the middle
right, also act now, and the sensible response
is to reduce it by starting the integration early
and by having a fallback. And third, a key person leaves. This is genuinely unlikely
in the next few months, but it's high impact because a lot of the
knowledge sits with them. So this is in the bottom right, so keep an eye on
it and reduce it by gently spreading that
knowledge around the team. Now notice that all
three of these got a different level of urgency out of the same two questions. And none of that came
from arguing about it. So let's have a look at how
to write it up in notion. You only need one small
table on the free plan. Four columns are enough. Maybe you can maybe you might
want to use five or six. But the four columns are enough, you should have the
risk written as a specific thing that
could actually happen. Likelihood and
impact, the response, which would be avoid, reduce, transfer or accept,
so pick one of those. And the owner by name, plus the date you
will next look at it. You might want to separate those into two separate columns. And everything here,
as mentioned before, is on Notion's free plan. No need for any
subscriptions or add ons. So let's go to my
EdTech Project Hub. I've added a page here
called Project Risks. And when we go into it, we have the title, and we have a table. Now, I've actually
included six columns here. I'll show you exactly
why in a minute. So first, we have
the risk column. We have the likelihood
column, impact column, the response column, the
owner, and the review. So here I've got the first risk. The scope of the parent
dashboard keeps growing. The likelihood is high,
the impact is medium. Response is to reduce, the owner is Pria and the review is at the
next sprint planning. The second risk, the payments
vendor integration slips past our launch date. The likelihood of
this is medium. The impact has been deemed high. The response here
is to reduce it. The owner is Sam, and the review will
be in two weeks time. And then finally, the
third risk is that Alex is the only person who understands the
logging service. So the likelihood of
someone leaving is low, but the impact is high. And again, the response is to reduce the owner of that is me. Now, I've put me here, meaning the project manager because risk management
is your job. And there will be some cases where you will be the one who will have to deal with the risk contingency
plan or the risk, how you deal with the risk. Anyway, at the end of the month is when this will be reviewed. So a simple table
of project risks. You might maybe you could have this page developed as
your project goes along. Maybe you could have risks month by month or quarter by quarter. But you should have somewhere where you keep all
of your risks. And in fact, in interviews
from my own experience, this is a typical area of project management that has
a question in an interview. So it's very typical in
interview how you manage risks and how you foresee risks and what you do to manage them. So this is very, very important part of the
notion, documentation. So now, you can pause a video
and you can build your own. When you're finished, you should check your work
against these signs. So the good signs first,
each risk is specific enough that you could describe it to a colleague in one sentence. Next, something in
your plan actually changed because
of this exercise, and the owners named are
individuals rather than teams. Now for some warning signs, if everything came out medium, you haven't really
sorted anything, so force yourself to rank
them against each other. If every response is accept, that's usually acceptance
being used to avoid work. So look again at the top two. And if there's no review date, your list is already
going out of date because risks change as the
project moves. Well done. You can now build quality in
rather than inspect it in, you can talk about technical
debt in terms the business understands and you can manage risk without a register
that nobody reads, and you can even attack
your unknowns deliberately. Thank you for joining
me in this section. In the next section,
we will look at continuous improvement
and how to build a team that keeps getting
better without you having to drive every single
step. I'll see you there.
24. Kaizen: Small, Daily, Deliberate Improvement: Welcome back. In this lesson, we're going to look at Kaizen, which is the practice of small, continuous deliberate
improvement. It is the engine underneath everything else in this section, and it's the difference
between a team that steadily gets better and a team that
just steadily gets older. So let's take it apart. So here's the principle,
not one big leap, but 1,000 small steps. Kaizen is a Japanese term
meaning change for the better. And in practice, it means continuous incremental
improvement made by the people doing
the actual work. Instinct in most organizations
is the opposite. Wait until things are bad enough to justify a
big transformation. Then change everything at once. Kaizen says, improve by one small notch this week
and then do it again. The improvement loop
has four steps, and it's something that
never stops turning. First is notice. Spot one specific piece of
friction in how you work, something concrete rather than just a general feeling
of dissatisfaction. Second, is try change one thing and make it
small enough that you can start it today without the need for anyone's
permission. Third is check. Ask honestly whether it
actually helped using some concrete
evidence rather than just a vague sense of
things feeling better. And finally, keep or drop, either adopt it properly
into how you work or discard it and move
it on without regret. That fourth step is the
one that some teams skip, and skipping it is why so many improvement efforts
turn into a graveyard of half adopted
practices that nobody quite follows and
nobody quite abandons. Now, why insist on small? Because small changes compound in a way that big
ones rarely do. So think about the arithmetic. One tweak in Sprint one
is almost invisible, but by Sprint four, you've got four of
them stacked up. By Sprint 12, the team is working at a noticeably
different pace. And a year on, you have a genuinely different team without ever having run
a single transformation. There is a risk argument, too. A big transformation is a bet, it's expensive, it's disruptive, and it might not work. However, a small change every sprint is compounding
certainty because each individual step is cheap enough that being wrong
costs you almost nothing. So it's worth being clear
about what Kaizen actually is and what it isn't because the
word gets borrowed a lot. So first of all, Kaizen is everyone's job
and responsibility, especially the job of the
people doing the work, because they are the
ones who can see the friction that may be
invisible from above. Next, it's small enough to try
without asking permission. It's continuous, so it
never has an end date, and it's evidence led, so you can actually check whether the change
helped or not. What is and isn't a consultant led
transformation program. It is not a change
so large that it needs a business case
and a steering group. It's not a quarterly
initiative that quietly expires when
everyone gets busy. Almost commonly, it's not a general feeling that things
seem a bit better now, which is not really measurement. It's more like optimism. So how do you start this week? Deliberately and unambitiously,
there are four steps. First, ask the team a
very specific question. No how could we improve, which produces silence
and is too general, but something more like, what wastes your time
every single week. Now, that question will get answers because everyone
has one to give. Second, is pick
the smallest one. Resist the urge to
go straight for the most important
problem because the part of the first loop is to
prove that the loop works, not just to fix the
biggest thing first. Third, is change it
for one sprint and agree in advance what
better would look like. And finally, check honestly
at the next retro, keep it, adjust it, or drop it, and then
run that loop again. That's the entire
practice of Kaizen. So small, daily deliberate and checked rather than assumed. Thank you for joining
me in this lesson. In the next one, we will look at the culture that
makes all of this possible and how to build a team that learns
rather than hides. I'll see you in the next one.
25. Building a Learning Culture on Your Team: Welcome back. In this lesson, we're going to build
a learning culture, which is the
environment that makes every other improvement
practice actually work. I'll be concrete
about it because talk about culture can
get vague quite quickly. So we'll look at the
specific sentences that damage this culture, the specific responses
that build it, and the habits that
will make it stick. Let's start with the
foundation which has a name, psychological safety. It's the shared belief that speaking up won't be punished. And I want to be precise here because it's widely
misunderstood. It is not about comfort, and it certainly isn't about everyone being
nice to each other. It's the freedom to
say the awkward thing. I think the plan is wrong, or I broke the build, or I don't understand
what we're doing without it costing you socially
or professionally. So with that, problems
surface while they're still small
and cheap to fix. But without that, problems surface at the worst
possible moment. Because everybody knew
but nobody said anything. So let me give you
some sentences that quietly kill this
learning culture. These are well meaning things that leaders
say all the time. The first is, how did
nobody catch this? It sounds like curiosity, but really it's heard as
someone is about to be blamed, and it had better not be me. The whole room quietly
starts preparing a defense rather than thinking
about the real cause. Second is, I don't want
excuses. I want solutions. This sounds decisive, and it may be on a
poster somewhere, but what it actually
teaches people is to hide any problem that
they can't already solve, which means you only hear
about the ones that are still manageable and never about the ones that are getting
away from everyone. So two more worth watching for, we've been through this already. Teaches people that asking
again is a sign of weakness, and who signed this off, which converts a
technical discussion into a hunt for a name. Said once in a bad week, these are forgettable,
but said habitually, and they become the culture, and people learn precisely what it costs, to be honest with you. So here is the shift
that undoes all of that. Ask what happened,
not who did it. Blame explains an
event wants and satisfies the urge to
have someone accountable. Understanding the system
prevents the next 20 events, and the practical
test is simple. When something goes wrong, notice whether your first
question contains the word who. If it does, replace it every time until the
replacement is automatic. Let me show you the two
responses side by side because the same incident produces two entirely different futures. The blame response
goes like this. First, who did it? Second, add a rule, usually
a new checklist item that nobody will read
a year from now. And third, move on quickly because the discomfort
has been discharged. The problem is that
the discomfort ending is also the
learning ending. The learning response
goes differently. First, ask how it was
possible what made this easy to do and
hard to second, fix the conditions so the same mistake becomes harder
for anyone to make again. And third, share it openly. So one team's failure becomes everyone else's lesson rather than one person's
private embarrassment. So finally, how can you
actually build this? You do it not by announcing it. Culture is built by repetition, and here is what to repeat. First, go first and often, name your own mistakes out loud before you expect
anyone else to. So I set that deadline badly, and it cost us two days. Nothing you say
about safety will outweigh what people see you
do with your own errors. Second, reward the messenger. When someone brings
you bad news, thank them visibly
every single time, especially when the news
is genuinely inconvenient. People are watching what
happens to that person far more closely than they're
listening to your values. Third is rum run
blameless postmortems. Examine what happened
without naming who until it becomes a
habit rather than an event. And finally, protect
learning time. Time to read, experiment, and share is
capacity, not slack, and it's the first
thing that tends to get cut when a deadline looms. Defending it is a
leadership act. So psychological safety as the foundation and
the word who removed from your first question and small repeated habit rather
than a values poster. Thank you for joining
me in this lesson. In the next one,
we'll look at how to measure whether your team
is genuinely healthy, not just productive.
I'll see you there.
26. Measuring Team Health, Not Just Output: Welcome back. In this lesson, we're going to
measure team health. Delivery metrics tell you
what came out of the team. They tell you almost nothing about whether the team
can keep producing it. And that second question is the one that will decide
your next six months. So let's look at how to answer that question.
Here's the blind spot. Team can hit every date
and still be failing. Output metrics are
backward looking. They describe what
was delivered. They say nothing about
whether the people who deliver it are
actually learning trusted, sustainably paced,
or about to resign. Team can be hitting
every single commitment right up until the
week two people leave. And from the outside, that
looks like a sudden problem. It never was. So here are five
dimensions worth watching. Together, they can give you a sample picture of how
the team is really doing. First is psychological safety. Can people speak up
without it costing them? Second, is clarity of purpose. Does the team know why this
work matters and to who third, sustainable pace. Could the team work at this
rate for another year? Fourth is learning and growth. Is anyone getting
better at anything? And fifth is trust
in the process. Does the team believe
that the way you work actually helps or do
they just endure it? There are two rules
for this. It's scored by the team, not by you, because your view of the team's health is systematically
the most optimistic. And the pattern matters far
more than any single number. So in the example on the screen, safety and clarity are strong while pace is strained
and learning is weak, and that is a very specific
and actionable story. This team is well
led and well liked, and it's being run
too hard to grow. Three ways to find this out, and each catches something
that the others miss. So first is the survey. So five simple questions scored one to five run at the
same time each month. It's good for spotting
trends and for hearing quiet voices
who won't say it aloud. The critical condition
here is anonymity. A survey people sign is a
survey that people will manage. Second is the one to one. So a regular, unhurried,
private conversation. This is the best source
of depth and nuance, and this is usually your
earliest warning of a problem. But that would depend entirely on the trust built
long beforehand. So don't expect a candid
answer in the first month. And the third is the signals, what you observe without asking. Now, this is good for noticing
change as it happens, but this is easy to misread. So check what you think you're seeing before you act on it. On those signals, let's look at some specifics because read the room isn't really
actionable advice. So healthy signs first. People disagree openly in meetings and then
commit to the decision. Bad news reaches you
early and calmly. The team fixes small annoyances without asking
permission to do it, and holidays get taken fully without guilt
or any apology. Now, here are the warning signs. Retros get shorter and
more polite each time, which usually means
that people have concluded that honesty
changes nothing. You hear about problems
only once they are urgent. Cameras go off, silence settles and nobody asks questions. Finally, resignations
arrive without warning, which is almost always
the end of a long, quiet process rather
than a sudden decision. So practical routine
here 20 minutes, once a month, and four steps. First, is score the
five dimensions individually and
anonymously one to five. Second is show the team
the results before you discuss them
with anyone else because that single
choice alone can determine whether they'll answer honestly next month or not. Third, is discuss only the
lowest scoring dimension because one is genuinely enough. And then finally, agree one change and report back
on it at the next check. One little warning here if you collect this and
nothing ever changes, you will have built a very
efficient machine for teaching your team that you don't act on what they tell you. So don't run the check until you're prepared to do
something with it. So five dimensions, which
are all scored by the team, three ways to gather it, and one change acted on each month. Thank you for joining
me in this lesson. In the next one,
we'll take a look on the biggest
health risk of all, which is burnout
and what you can actually do about it if it happens in your team.
I will see you there.
27. Avoiding Burnout While Staying Productive: Welcome back. In this lesson, we are going to
talk about burnout, what actually causes it, how to recognize it developing, and what you as a leader can do. Now, I want to be quite
careful with this one because burnout is a very
serious and common matter, and it often is
discussed either as a personal failing or something that a well
being app can solve. And in reality, it's neither. So let's start with the pace because Agile has
always said this, and most teams may
comfortably ignore it. There are three settings, and you should know which
one your team is on. First is sustainable. The team could work at this pace indefinitely and
still think clearly. That's the target, and it
should be the normal state. Second is strained,
which is fine, genuinely fine for
a short period. It becomes damaging if it
becomes the standard week. Third is unsustainable. At this point, you're borrowing
from people's health, and the bill will
always arrive usually as illness, mistakes,
or resignations. The practical argument here, if you need one beyond
the human argument, crunch works briefly and
then quietly reverses. You get more hours and you get less delivered
because tired people make errors that cost more time than the extra hours brought in the first place. What actually causes burnout? It's rarely just a
number of hours, which is why go home earlier often fails
completely as advice. There are four causes here.
First is sustained overload, consistently more
work than there are hours with no end in sight. Notice the word sustained, a hard fortnight is not
really burnout, an endless. Is burn out. Second is
no control being told exactly what to do and precisely how to do it with
no say in either. Third is the effort
without meaning, so working on things that get canceled or shelved or ignored, which is corrosive
in a way that hard work on something that
matters simply isn't. And fourth is unfairness. Some people visibly carrying the load while others
visibly do not. So look at this list again and notice something important. Every single one of those is a property or a
failure of the system, and that system is yours to change as the
project manager. So it also helps to
know how burnout progresses because it
rarely arrives suddenly. First is enthusiasm
and long hours. This stage is often praised, and it's also mistaken
for commitment rather than being recognized
as the warning that it is. Second, tiredness that
risk just does not fix. The weekend stops working, and Mondays start
feeling like Fridays. Third is cynicism
and detachment, where caring becomes
a way paring less becomes a way of coping
with having cared too much. You might hear it as it doesn't
matter what we do anyway. Someone who in the past, used to be passionately
argumentative about the work. And fourth is withdrawal. They're quieter in meetings. They are absent from the
things that they use to drive. Now, the third stage, cynicism and detachment
is the one that people miss because sometimes it can come across as
a bad attitude, and usually it isn't one. So here's the honest
bit, and it's a reason that a lot of these well being initiatives
just do not work. Burnout is a workload problem, not a resilience one. So if your team is drowning, resilience training teaches
them to drown more stoically. Fruit baskets,
meditation apps these well being webinars are
not inherently bad things, but offering them instead of changing an unsustainable
system is at best, a distraction, and your
team will read it as one. Only changing the system
actually changes the outcome. So, what can you
actually do as a leader? Encouragingly,
most of the levers are yours rather than theirs. And here are five of them. First is plan to a pace that the team could sustain
for an entire year, not for a fortnight. Second, is end every crunch with genuine recovery and say so publicly because crunch with no recovery simply
becomes the new baseline. Third, is give
people real control over how their work gets done since autonomy is one of the strongest
protective factors there is. Fourth, is spread the load, watch for the person
quietly carrying the team because they're the ones who are usually the last
ones to complain, but the first ones to break. And then finally,
take your own holiday properly because without this, your team will not
copy what you do, and they may ignore
what you say. So yeah, take your holidays. The team usually will do the you're a manager,
not a clinician. If someone is struggling, your job is to
reduce the load and point them towards
professional support, whether that's
occupational health, whether that's your
employee assistance program or HR or even their doctor. It's not your job
to diagnose them and it's not your job to
become their therapist. Watch the pace, fix the system
rather than the person, and know where your
responsibility ends. Thank you for joining me. In the next lesson, it's your turn and you will do some designing of
an improvement loop that runs on its own. I will see you in the next one.
28. Practice Exercise: Design Your Team's Improvement Loop: Welcome back. This is
a practical lesson, so it's your turn
to build something. We are going to design your
team's improvement loop, a small repeating routine
that keeps the team getting better without you personally having to drive
every single step. So I'll show you mine in notion, and then you can pause and
you can build your own. This all works on the
free plan in Notion in the browser with
no add ons required. So here is the exercise
in four steps. First is to pick a signal, decide what will tell you that
something needs improving. Second, is set a rhythm, decide how often you look at it. Third is name and owner, so the loop belongs to a particular person
rather than the team. And then finally,
close the loop, decide where the outcome
gets recorded and reviewed. Two constraints here
before you start. Only design one loop, not three because
a single loop that works beats three
aspirational loops. And then, second, is
keep it small and dull. If your loop sounds exciting, it's probably too big to
sustain past month two. So let me fill the loop
in so you can see what a real one looks like.
First is notice. Our signals are the monthly
Team health check and the recurring themes from
retrospectives. Second is try. So one change agreed at the
retro with a named owner. Third is to check reviewed
at the following retro, asking plainly whether
it helped or not. And then finally, keep or drop, we either adopt it
into how we work or we discard it and
we say so out loud. How unremarkable this is. And that's the whole point. It's four sentences. It takes almost no extra time, and it will outperform any improvement initiative
with a name and a logo. So next is choose your rhythm and match the cadence
to the signal. First, retroactions, every sprint owned by the
person who took the action. Second, the Team health check monthly, and
it's owned by you. And then third, a review of the improvement quarterly
owned by the whole team, where you look back and ask
what has genuinely changed. The single most useful
thing you can do with those is to write them into the calendar as
recurring events. A rhythm that lives in your
memory dies in a busy month, but a rhythm in the calendar will survive that busy month. So, let's have a look
at the page in Noon, going back to my ED
project Hub at the bottom, I've added a new page
called Improvement Loop. And again, it's
quite a boring page. We have the
Titleimprovement loop. I've used Heading two
here and typed the Loop, where you have the four stages, notice to a monthly
check plus retro themes. Try one change, agreed at
the retro with an owner. Check reviewed at
the next retro. Did it help? And
then keep or drop. So adopt it or discard it. Then we have our rhythm. I've bolded the rhythm here. So every sprint, we
review the retroaction. Every month, we run
the Team health check, and then every quarter, we
review the improvement log. And here below, I have
the improvement log, again, with heading two, with a simple table
with three columns, the date change that we tried, and then what happened. So here, I've added yet
either kept or dropped, and then the reason why. At the bottom, I have the loop owner and
the last review date, which is March, again,
using heading two. These should be very
large because yeah, the loop owner is
very, very important, as is the last time
that it was reviewed. So again, this is something that only takes a few minutes, but can save you a lot of
heartache in the long run, and it can also lead to some incremental and compounding improvements in your team. You can pause the
video here and you can make your own improvement loop. So when you've
done, you can check your work against these
good signs and bad signs. The good signs, first, it runs on a rhythm,
not on your memory. Each step has a named
person attached to it. And third, the changes
are small enough to try immediately without
a business case or without asking
for permission. Now, there are three
warning signs. The first, it only happens when things are
already going wrong. That's not an improvement loop. That's a fire alarm. Actionary. If you are the
owner of every single step, this will stop the week
that you're on holiday, and if nothing has
ever been dropped, then nothing was ever
really being tested, which means that you are collecting practices
rather than improving. Wonderful. You can now run
small deliberate improvements. You can build culture where
people tell you the truth. You can measure how your
team is genuinely doing. You can protect
them from burnout, and you can wrap the whole thing up in a loop that runs itself. Thank you for joining
me in this section. In the next one, we will
bring everything together in the capstone and wrap up the entire course.
I'll see you there.
29. Putting It All Together: Your Full Project Review: Welcome back. This
is the capstone, so we're going to step back from the individual practices and review your whole
project honestly. Not a status report and not a presentation
for anyone above you. A genuine assessment of
where you stand right now, so you know precisely where
to put your next effort. Let's do it properly.
Here is the framing. You've built all of the parts. Now look at the whole. It's very easy to
be busy improving individual pieces and never
asking the wider question, which is simply, is this project
actually in good health, and how would I know? That second half matters. A review built only on impressions tells you what
you already believed. A review built on evidence occasionally tells you something that you didn't want to hear, which is the entire point of
doing it in the first place. Review has five passes, and I would take
them in this order. First is delivery. Are we producing what we said we would at a
predictable rate? Second, is process. Is the way we work helping
or has it become ceremony? Third, people is
the team healthy, learning and sustainably paced. Fourth is risk. Do we know what could derail this project, and are we doing
anything about it? And finally, is next. So given all of
this, what changes? Order is deliberate.
Delivery is the easiest to see and
the least revealing. People is the hardest to
see and the most revealing. And the last pass depends
entirely on the four before it. So resist the urge to jump
straight to the solutions. Two ground rules throughout
every judgment should be backed by something that
you can actually point at, and the review should be
honest rather than flattering. A review that services no uncomfortable findings
isn't really a review. It's more of a celebration, and you can have one of those
separately, if you wish. Here's how to score
your project honestly. There are five judgments, each one out of
five, and I would suggest these five dimensions. First is delivery
predictability. Do we hit roughly
what we forecast? Second, is process fit. Does how we work suit the work we're doing?
Third is team health. How are the people
doing genuinely? Fourth is risk management. Are we proactive or do we just describe problems
after they arrive? And fifth, the
improvement habit. Do agreed changes actually happen on the example
scores that you can see, delivery and team health are
strong at four out of five. Process fit and improvement
habits sit at three, and risk management is at
two described as reactive. We name risks, and
we rarely act. And here's the thing
to notice to notice. The lowest score is usually the most useful
number on the page. It's tempting to talk about the fours because
they're pleasant. Your next quarter, though, belongs to the the one that you've scored
two out of five. To ground these
scores in evidence, look at four things and know what question each one answers. First, is your board. Is work flowing or is it piling up somewhere
in particular? Second, is your backlog. Is the priority genuinely clear? Or is everything somehow urgent? Third, your metrics. Are we actually improving or
are we merely all just busy? And then fourth is
your retro log. So do agreed changes
actually happen? That last one is probably the most revealing document
in your entire project. And the one that
nobody looks at. If you read six months of retro actions and most
of them never landed, then you've diagnosed
something far more important than any individual
problem on that list. Finally, how to run
all of this well. Set aside half a day once and then follow
these four rules. First, do it with the team, not about them
because their view is the precious data
rather than just an input. Second, is to score first in silence and then
compare afterwards, since live scoring
simply measures whether whoever speaks
first and most confident. Is discuss only the
two lowest scores because everything else
can genuinely wait. And then finally, finish
with three commitments, each with a name and
a date against it. Three commitments
from half a day of an honest review will do more for your project than any amount of quietly
worrying about it. So five passes,
five honest scores, evidence behind each one and three commitments
at the end. Thank you for joining
me in this lesson. In the next one, we will build the deliverable that
outlasts this project, which is your own
Coaching playbook. I will see you in the next one.
30. Your Agile Coaching Playbook (Final Deliverable): Welcome back. In this lesson, we are going to build
your final deliverable, your Agile Coaching Playbook. This is the thing that you keep. Projects end, teams change, and tools come and go, but a clear account of how you lead and why
travels with you. So let's build it. First, what a
playbook actually is. It's a short document describing
how you lead and why. Want to be clear here
about what it is not because this is where
people go wrong sometimes. It is not a textbook summary. Nobody reads another restatement of the Agile principles,
east of all you. It's your judgment made explicit enough that you could
hand it to someone else, and they'll understand it. It's worth doing for
two separate reasons for you because writing it forces you to decide what you actually believe
and what you don't, and you'll discover
that you're less sure about some things
than you assumed and for others because
it's how you hand your approach to
whoever comes next, instead of it all leaving with you if you
leave the company. So there are six sections.
One page is plenty. Let me take them in order.
First is the principle. So the handful of beliefs
that you actually lead by. Second is leading
when you coach, when you manage, and
when you direct. Third is ceremonies,
how you run them, and just as importantly,
what you refuse to do. Fourth is improvement, so
your loop with its signals, with the rhythm,
and who owns it. And then fifth is
risk and quality, so your standard and how you protect it when
there is pressure. And then six is
difficult moments, your scripts for
the conversations that you don't
really want to have. So this is six pages, and that is the
entire deliverable, and the constraint is
doing the real work here because it forces you
to decide what matters most. Now, three of those sections
carry the most value, so let me tell you how to write each one and what to avoid. First, in principles,
you should write five beliefs in your
own words and test each one by asking whether you'd hold it under
real pressure because a principle that you abandon on a bad Friday is a preference
and not a principle. Avoid copying the
Agile manifesto backo. No one needs that.
Second is improvement. So you should write your loop
and its rhythm concretely, and you can test it by asking whether someone else
could run it on a Monday without you explaining
it to them and avoid aspirations with no owner
and no date attached. And then, third, you have
the difficult moments where you should write actual opening lines that
you would use, not just address
underperformance early, but the real sentence, something along
the lines of I've noticed the last three items have slipped and I wanted to understand what's going on or
what's getting in the way. So test this out by
saying it out loud and by checking that you
could deliver it calmly. Avoid vague intentions to be
more direct in the future. Here's the test for
the whole document. If it reads like a textbook, you haven't written it yet. Playbook is useful
precisely where it is personal, specific,
and opinionated. If someone could
have downloaded it, it isn't really doing
anything for you personally. The sentences that feel
a little too blunt to publish are usually the ones that are worth keeping for you. So there are four
checks that you can do before you
call it finished. First is to check
that it's short with six pages that somebody would actually read
from start to finish. Second, it's specific with real sentences that
you would say, not just principles that
you admire from a distance. Third, it's yours. Someone who knows you would recognize
your voice in it. And then finally, it's dated because you will agree
with some parts of it, and then you might disagree with some parts of it a
year in the future. And that is a sign of
growth rather than a flaw in the so there
are six short sections written in your own voice
and specific enough to reuse and dated so you can watch your own
thinking change. Thank you for joining
me in this lesson. In the next one, we will look honestly at where
to go from here, including whether
certifications are actually worth your
time and your money. I will see you in the next one.
31. Where to Go From Here: Certifications and Beyond: Welcome back. In this lesson, we'll look at where
you go from here, and I will be as straight as I can with you about
certifications because there is a lot of marketing in this area
with not much honesty. So we'll cover the different
kinds, the common paths, and how to choose
without wasting money, and what actually
builds a coach. Now, let me start
with the honest part. A certificate proves
that you sat an exam. That isn't dismissive, but
it also isn't nothing. Certifications do open doors, and they do pass
recruitment filters, and in some organizations, they are genuinely required. However, a credential on its own does not make
anybody a better leader, and in fact, you'll probably
meet people who are certified who can't run a room as well as
certified people. Now, broadly, there are three
kinds of certification, and they differ in
how you earn them. First is exam only. You self study, and
then you sit the exam. This suits disciplined
self starters, and it's the cheapest option. So it suits people who are on a budget because no
training is bundled in. Next is course based. You attend regular training, and then you certify. This suits people
who want a guidance and a cohort to learn with, and this costs
considerably more because it's the teaching that
you're actually paying for. And then competency based, you demonstrate skill often over an extended period of time. This suits coaching and
facilitation tracks. However, these are a
little bit slower and they sit closest to
the actual capability. One practical note,
prices, prerequisites, and even the names of these
things change regularly. So check the awarding body directly before you
commit to anything. Don't rely on a course, including this one
for current fees. You should search
those yourself. So these are three common paths, and the right one depends on
the job that you want next. First, the Scrum track, a foundation certification,
then an advanced one, then a professional level. This is the most widely
held certification and the most recognized, and it's framework specific, which is a strength, especially
if your organization runs Scrum and limitation and it's a limitation
if it doesn't. Second, a broad Agile track practitioner level
credentials that cover several
frameworks rather than one moving up towards
portfolio level work. These su experienced
project managers and usually require documented
experience as well as an exam. And third, the coaching track. So coaching skills,
then facilitation, and then expert level coaching. This is the one to look at if the leadership side of this course is what
interests you the most. Scaling frameworks have
their own tracks as well, and these matter the most when your employer has
already adopted one. In which case, the choice is
largely already made for. So how do you choose one of
these without wasting money? There are four questions
in this particular order. Number one, what does
your employer use? If they are standardized
on a specific framework, then that decision is
effectively already made, and going against it is an expensive way
to be principled. Number two, what's the job
you actually want next? So read ten job
adverts for it and note the credentials
that keep showing up. That's probably better
market research than any ranking article, including the ones that appear
when you search for them. Number three is do you learn
better taught or alone. Now, that honestly answers
course based versus exam only, and it's the single
biggest driver of cost. Then finally, who is paying? Player funded changes the
calculation entirely. So always ask before you spend your own money because many
organizations actually have a training budget that oftentimes goes unclaimed simply because nobody ever asks. So always ask first.
And then finally, most importantly, what
actually builds a coach? Because no certificate
covers this part. So what genuinely
builds skill is leading a team through
something genuinely difficult, which teaches you more in one project than
any course would. Next is being coached by someone who's more
experienced than you. Next is reading widely, including the critics of your own methods, the
ones that you use, because a leader
who has only read the advocates has opinions
rather than actual judgment. And then finally, a
community of peers who will tell you honestly
when you are wrong. And what merely
feels like progress electing credentials without
changing how you work, reading only material that agrees with you in your
little echo chamber, advising others on things
you've never actually done, and also quoting frameworks rather than solving
the actual problem. If you have to choose between another certificate and a
genuinely hard leadership job, you should take the hard job. You'll learn a lot very quickly. So, know what a certificate does and what it doesn't prove. Choose deliberately based on your employer and
your aspirations. And remember that
the real development happens on the job. Thank
you for joining me. In the final lesson, we will wrap everything
up and I will leave you with one more challenge.
I will see you there.
32. Closing Thoughts and a Final Challenge: Welcome back and welcome to the final lesson
of the course. In this lesson, we'll look
at how far you've come. I will give you the single idea that I would most
like you to keep, and then I will set you
one final challenge. So let's finish well. First of all, let's
take a moment to notice how far you've
come because it's easy to finish
something like this and then immediately think about what you still don't know. Now, there are five things
that are true of you now that we're not at the
start of this course. First, you lead rather than
direct. You serve the team. And you coach where you once would have told
someone what to do. Second, you run retros that
actually change things. They are structured, they are
safe, and most importantly, they are closed properly with owned actions rather than
just simple good intentions. Third, you can scale or you
can deliberately decline to, which is the rarer and actually the more valuable
of the two skills. You build quality in
and you manage risk deliberately inside normal work without ceremony
for the sake of it. And fifth, you improve on
a rhythm with a loop that would run whether or not
you remember to start it. Now, that is a genuinely
different practitioner from the one who
started this course. Now, if you remember one thing from this course, make it this. The framework serves you, you do not serve it. Every practice that we've
covered earns its place by helping a real team deliver
real value to real people. By being correct, not by
being certified or trending, not by being what
a book recommends. So when practice
stops doing that job, you change it and you don't need anyone else's
permission to do so. That's the difference
between someone just doing Agile and someone who's actually
leading in an Agile way. One person just
follows the process. The other person understands
what the process is for and adapts it
when necessary. So, here is my final challenge, and it's deliberately
very small. Change one thing about how
your team works and see it through to the point where you know whether
or not it helped. So one change with one owner
and one honest verdict. There are two reasons for
that particular shape. First is why one because a single finished change beats ten changes that
were never finished. And then finally,
why see it through. Because the verdict is the part that actually
builds your judgment. Making a change is easy and can sometimes
be quite enjoyable, but finding out
whether it actually works is the part that
makes you better, and it's the part that almost
everybody skips or ignores. Now, if you'd like a
slightly bigger plan, here's a 90 day plan that
would set you up properly. First, in week one, write your
playbooks principal page, just a single page.
Second, in week two, run one honest retrospective using a format that you
haven't tried before. Third, by the end of month one, start your improvement
loop and put it in the calendar as
a recurring event. Fourth, in month two, run a team health check and
act on the lowest score. Then finally, in month three, go back to your playbook and
change whatever you got. That's 90 days of small and specific and
entirely achievable work, and at the end of it, you'll be leading noticeably
differently. That is the end of the course. You came in, able
to run a project, but now you're leaving,
able to lead a team, and more importantly, able
to build a team that keeps getting better without you standing over it every
step of the way. That is a real achievement, and you should take a
moment to be pleased with it and to give yourself a
good old pat on the back. Thank you for your time
and your attention and the work you've
put in throughout. Now go out there and
lead. Good luck.
33. Class Project: Create an Agile Team Leadership Playbook: For your class project, you will create your own Agile
Team Leadership Playbook, a practical guide that
demonstrates how you would lead, support, and continuously
improve an Agile team. Start by defining a project
or a team scenario. You can build on a
previous project from this core series or you can create a new example that reflects your own
work or interests. Then design the key elements
of your leadership approach. Create a working agreement that defines how the team will
collaborate and communicate, plan a retrospective
format that encourages meaningful discussion and
continuous improvement. If your project involves
multiple teams, outline how they
would coordinate and decide whether a scaling
framework is appropriate. Next, identify
several project risks and explain how your team would reduce uncertainty using Agile practices
such as prototypes, spikes or iterative delivery. Finally, create a continuous
improvement plan. Include how you'll monitor your team health,
gather feedback, and encourage
sustainable ways of working while maintaining
productivity. When you're finished,
you can upload your playbook, your diagrams, or presentation to
the project include a short explanation of your leadership approach and why you made those decisions. The goal here isn't to create the perfect, Agile framework, but to demonstrate how you would help a team
collaborate effectively, adapt to change, and
continuously improve over time. I cannot wait to see your
leadership playbooks.
34. Congratulations! What’s Next?: Congratulations on
completing the course. You've now progressed
beyond learning Agile frameworks and project
management techniques to developing one of the
most valuable skills in any organization,
Agile leadership. One of the biggest lessons in Agile is that there's
no perfect process. Every team is different. Every project presents
new challenges. And great leaders are constantly observing, adapting,
and improving. As you continue your journey, focus on building trust, encouraging collaboration, and creating environments where people can do their best work. The frameworks and the
tools are important, but it's the people
behind them who ultimately determine
a project's success. If you haven't
already, make sure to upload your project to
the project gallery. I would love to see your Agile
team leadership playbooks and the strategies
you've developed. And if you've
enjoyed this course, please consider
leaving a review. Your feedback helps us
improve future classes and also helps other learners discover the course, as well. Thank you so much for joining
me throughout this journey into Agile project
management Happy Leading.