For enterprise change to be successful management's role needs to change from being an expert to being a coach, from one who heroically solves problems to one who develops this capability in their teams. The changing role of management is not new. Yet typically little assistance has been provided for managers transitioning to agile beyond listing a few do's and do not's.
While 67% of the initial champions for enterprise agile adoption are at the top, the most cited obstacle to further adoption is lack of management support. [1] And yet, most change efforts tend to focus on the teams, rather than management. When support is offered, it is typically not more than listing a few do's and don'ts in an agile training class.
This, combined with the tendency for managers to be promoted because they are excellent at technical work, rather than people skills, make paying attention to managers all the more important.
In a company wide Lean Transformation, Dan Bos, operations manager for Herman Miller who has been applying lean thinking since 2001 said "Lean tools can be taught to anybody. We know now that the soft skills are the critical part of this whole process."[2] Lean Manufacturing, while different from agile software development, is very similar from the perspective of the magnitude of behavior and thinking changes required.
In this session, we will use Mike Rother's Toyota Kata model to explain how Toyota develops managers from experts to coaches. I will then provide some specific Yahoo! examples of how we have taught coaching skills and the results. Then you will apply a Joseph Grenny's proven change framework to develop your own customized change plan to move yourself from an expert to a coach, and mentor others in your organization to do the same.
[1] State of Agile Development Survey. Rep. VersionOne, 8 Jan. 2012. Web. <http: />.
[2]"The Hardest Part of a Lean Transformation." Message to the author. 10 Jan. 2013. E-mail.
Horngren’s Financial & Managerial Accounting, 7th edition by Miller-Nobles so...
Lean leadership agile 2013
1. Lean Leadership
How to change as a manager from an expert to a coach
By Ed Kraay
@ekraay
Agile CoachYahoo!
Tuesday, August 6, 13
2. My Role Model
• 2003: new development manager, team of 5
• Phil (my boss):
• Expert in craft of development (3 Software
Patents), degree in organizational psychology
• In MS fashion, strong belief in not telling
people how they should work - mentor,
facilitator, coach.
• 2004: Encouraged me to explore agile methods
Philip Ljubicich
Tuesday, August 6, 13
8. You will leave a legacy
for the next generation
of leaders.
Tuesday, August 6, 13
9. 1. Open
2. What is a Lean
Leader?
3. How do I teach scientific
thinking?
4. How do I become a mentor?
5. How do I sustain the
change?
5. Close
Tuesday, August 6, 13
10. What is the role of the
manager in Scrum?
Tuesday, August 6, 13
14. Yahoo! Recommendation
Remove
roadblocks
Coaching
and
Mentoring
Input/advice on
features and
technical
difficulties
Training and
skills
development
Stay abreast of industry
and technology
developments
Performance
evaluations and
career
development
Recruit, hire,
build teams
Decide and
Assign Tasks
Track tasks
and what
people are
doing
Make
commitments to
mgmt on what
team can do
Weekly status
reports
Do Don’t Do
Weekly
staff
meetings?
Work across
teams
Tuesday, August 6, 13
15. Yahoo! Recommendation
Remove
roadblocks
Coaching
and
Mentoring
Input/advice on
features and
technical
difficulties
Training and
skills
development
Stay abreast of industry
and technology
developments
Performance
evaluations and
career
development
Recruit, hire,
build teams
Decide and
Assign Tasks
Track tasks
and what
people are
doing
Make
commitments to
mgmt on what
team can do
Weekly status
reports
Do Don’t Do
Weekly
staff
meetings?
Work across
teams
Don’t tell people what to do
Tuesday, August 6, 13
16. Yahoo! Recommendation
Remove
roadblocks
Coaching
and
Mentoring
Input/advice on
features and
technical
difficulties
Training and
skills
development
Stay abreast of industry
and technology
developments
Performance
evaluations and
career
development
Recruit, hire,
build teams
Decide and
Assign Tasks
Track tasks
and what
people are
doing
Make
commitments to
mgmt on what
team can do
Weekly status
reports
Do Don’t Do
Weekly
staff
meetings?
Work across
teams
Develop people Don’t tell people what to do
Tuesday, August 6, 13
21. “Out of the Crisis” 1982 – Ch.2 -Principles for Transformation-, page 53
Deming
“The greatest
waste … is
failure to use
the abilities of
people.”
Tuesday, August 6, 13
22. “We do not just build cars, we
build people.”
Toyota Saying: Liker, J.. N.p.. Web. 4, Toyota Talent, Aug 2013. <http://
thetoyotaway.org/excerpts.html>.
Tuesday, August 6, 13
23. As my research makes clear, GenY workers see no
value in reporting to someone who simply keeps
track of what they do, when much of that can be
done by themselves, their peers, or a machine.What
they do value is mentoring and coaching from
someone they respect. Someone, in other words,
who is a master—not a general manager.
Lynda Gratton,
HBR 2011
Who cares?
Tuesday, August 6, 13
24. Managers at Toyota
Facilitator Coach
Bureaucrat Autocrat
Autonomy
HighLow
Mastery
High
Purpose
Yes, but
how?
Adapted from Jeffrey Liker:Toyota Way
Tuesday, August 6, 13
25. 1. Open
2.What is a Lean Leader?
3. How do I teach
scientific thinking?
4. How do I become a mentor?
5. How do I sustain the
change?
5. Close
Tuesday, August 6, 13
27. Fog of Uncertainty
Improvement Kata
currrent
condition
target
condition
challenge
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
Tuesday, August 6, 13
28. Fog of Uncertainty
Improvement Kata
currrent
condition
target
condition
challenge
1. In
consideration
of a challenge...
(e.g. 1x1 flow)
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
Tuesday, August 6, 13
29. Fog of Uncertainty
Improvement Kata
currrent
condition
target
condition
challenge
1. In
consideration
of a challenge...
(e.g. 1x1 flow)
2. Grasp the current
condition. (go see)
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
Tuesday, August 6, 13
30. Fog of Uncertainty
Improvement Kata
currrent
condition
target
condition
3. Define the next
target condition.
(about 2 weeks - 3
months away)
challenge
1. In
consideration
of a challenge...
(e.g. 1x1 flow)
2. Grasp the current
condition. (go see)
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
Tuesday, August 6, 13
31. Fog of Uncertainty
Improvement Kata
currrent
condition
target
condition
3. Define the next
target condition.
(about 2 weeks - 3
months away)
challenge
1. In
consideration
of a challenge...
(e.g. 1x1 flow)
2. Grasp the current
condition. (go see)
4. Iterate daily with
the scientific
method to uncover
and eliminate
obstacles toward
the target.
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
P
D
C
A
Tuesday, August 6, 13
32. Traditional
Management
Focus on solutions
• Establish Targets
• Describe Solutions
• Provide Incentives
• Get out of the way and
periodically check results
Toyota Kata
Management
Focus on how solutions
are developed
• Establish Targets
• Develop, via practice with
coaching, the capability in
people to develop new
solutions...
...by having people practice a
common way of improving,
like the improvement kata.
Lean Management is not MBO!
From Mike Rother: http://www.slideshare.net/mike734/toyota-kata-3101182
Tuesday, August 6, 13
33. Improvement Kata
Questions
1. What challenge are we striving to meet?
2. What is the happening now?
3. What pattern of operating do we want to
have next?
...then PDCA toward the target condition
using the coaching kata.
Rother, Mike (2009-08-11).Toyota Kata : Managing People for Improvement,Adaptiveness and Superior
Results (Kindle Locations 2260-2265). McGraw-Hill. Kindle Edition.
Tuesday, August 6, 13
34. My Story
1. The challenge -> 70% of goals achieved by end of
quarter.
2. Current Condition -> Ad hoc, last minute requests
coming from all directions.
3. Pattern of operating -> Daily progress toward my
goals.
4. PDCA toward target. -> Ran many experiments (plan
next 4 tasks, wip limits, two teams per quarter, limit
# of active goals).
Tuesday, August 6, 13
36. 1. Open
2.What is a Lean Leader?
3. How do I teach scientific
thinking?
4. How do I become a
mentor?
5. How do I sustain the
change?
5. Close
Tuesday, August 6, 13
37. Mentor using Coaching
Kata
1. What are you trying to achieve?
2. Where are you now?
3. What’s currently in your way?
4. What is your next step and what do you expect?
5. When can we see what you’ve learned from that
step?
Rother, Mike (2009-08-11).Toyota Kata : Managing People for Improvement,Adaptiveness and Superior
Results (Kindle Locations 2260-2265). McGraw-Hill. Kindle Edition.
Tuesday, August 6, 13
38. For the learner
Step Result What We LearnedWhat do you
expect?
Observe
closely
PDCA CYCLES RECORD
Date:
Process:
Process
Metric
(Each row = one experiment)
Rother, Mike. Resources to Download: http://www-personal.umich.edu/~mrother/Materials_to_Download.html
Tuesday, August 6, 13
39. For the learner
Rother, Mike. Resources to Download: http://www-personal.umich.edu/~mrother/Materials_to_Download.html
Tuesday, August 6, 13
40. Start by forming an advance group
Coach Learner
Coach
Manager,
Agile Coach, or Team 1*
Manager, Agile Coach
or Team 2*
Team 1
Team 2
http://www.slideshare.net/mike734/improvement-kata-quick-start
Learner
*Learner should ideally pair with or be a manager. Don’t work around management!
Tuesday, August 6, 13
48. Benefits for mentor:
Teach problem solving
Increase influence
Identify new leaders
Tuesday, August 6, 13
49. Offer a coaching class
to managers
• We offer these to our managers
• Coaching scenarios with deliberate practice
• Groups formed for deliberate practice
afterwards
Tuesday, August 6, 13
50. 1. Open
2.What is a Lean Leader?
3. How do I teach scientific
thinking?
4. How do I become a mentor?
5. How do I sustain the
change?
5. Close
Tuesday, August 6, 13
52. What to change?
Pick a change you want in yourself or
others.
If it’s an annoying habit, tie it to your
purpose (why are you here on earth?)
or your organization’s purpose (what is
your true north?).
Examples:
• “I want to stop impulse spending so I can be a supportive
husband and father.“
• “I want to stop micromanaging and be a coach so I can make
this the best place to work.”
Tuesday, August 6, 13
53. IdentifyVital Behavior
Think of a behavior for the change that,
more than anything else, will help you
succeed.
They are usually challenging or outside your
comfort zone.
Tuesday, August 6, 13
54. Identify aVital Behavior
Example:
• “When I think of something I want, I’ll put it on a list and wait 30
days instead of buying it right away.”
• “When someone comes to me with a problem, instead of offering a
solution, I will ask them a coaching question.”
Tuesday, August 6, 13
55. Tip:Think Positive
Deviance
A scenario where you or someone else
exhibited the positive behavior, usually in an
environment where typically exhibited a
negative behavior.
Benefit - since you or your team did it
before, it doesn’t seem out of reach.
Example:
• “I once paid down my credit card debt and kept myself on a budget. I
did this by paying cash for everything, and keeping a list of things I
wanted to buy.”
Tuesday, August 6, 13
56. Step 1
Visit your Default
Future
Surpass your
limits
Harness peer
pressure
Find strength in
numbers
Invert the
Economy
Change the
environment
Will Skill
Individual
Team
Structural
Tuesday, August 6, 13
57. What will make the
behavior motivating?
Visit your default future.What happens if you
don’t change?
Example:
• “If I don’t stop impulse spending, I won’t afford to send my son to
college and he will live at home with me until he is 30.”
• “If I don’t stop telling my team what to do, I will always be a
stressed out middle manager and won’t grow in my career.”
Really visit it.
• Can you visit someone who is living this future?
Tuesday, August 6, 13
58. Step 2
Visit your Default
Future
Surpass your
limits
Harness peer
pressure
Find strength in
numbers
Invert the
Economy
Change the
environment
Will Skill
Individual
Team
Structural
Tuesday, August 6, 13
59. What do you need to
learn?
Do a skill scan.
Brainstorm at least 3 skills with your
neighbor that would help you achieve your
vital behavior.
Example:
• “ Keeping a budget. -> Reading the dummies book on
personal finance.Taking a Dave Ramsey class on financial
independence.”
• “Asking good coaching questions. -> Take a class on
coaching.”
Tuesday, August 6, 13
60. Step 3
Visit your Default
Future
Surpass your
limits
Harness peer
pressure
Find a coach,
social network
Invert the
Economy
Change the
environment
Will Skill
Individual
Team
Structural
Tuesday, August 6, 13
61. Who is encouraging
bad behavior?
Identify accomplices who keep you from
exhibiting the behavior
How can you turn them into allies?
Example:
• “My friends always have the latest Apple devices. Instead of
encouraging me, I can ask them to hold me accountable for not
spending. How about a bet on how long I can go between
upgrades?”
• “My team often comes to me for answers. I can prepare them
for this change by letting them know I’m trying to coach with
questions instead of giving answers.”
Tuesday, August 6, 13
62. Step 4
Visit your Default
Future
Surpass your
limits
Harness peer
pressure
Find a coach,
social network
Invert the
Economy
Change the
environment
Will Skill
Individual
Team
Structural
Tuesday, August 6, 13
63. Who can you turn to to?
Identify a peer, mentor or a coach who is
good at that behavior
Make the commitment to talk with them
about coaching you, holding you accountable
Example:
• “My wife is good at being frugal. I can ask her to hold me
accountable.”
• “Joe is a great mentor and is interested in agile methods. I can
set up daily standup where he asks the coaching kata questions
of me and we switch..”
Tuesday, August 6, 13
64. Step 5
Visit your Default
Future
Surpass your
limits
Harness peer
pressure
Find a coach,
social network
Invert the
Economy
Change the
environment
Will Skill
Individual
Team
Structural
Tuesday, August 6, 13
65. What incentives can
you offer?
• Think of non-monetary rewards, because
extrinsic rewards are fraught with peril.
• Example:
• “I track my spending every day. At the end of the month, I ask
my coach to validate I spent less than $30. If I go over, she will
donate $30 to a political charity I oppose.
• “On an index card, mark each time you give a solution to a
problem and each time you ask a question. At the end of the
sprint, if coaching is more than the solution-giving, then have
your team give you a bowling trophy.”
Tuesday, August 6, 13
66. Step 6
Visit your Default
Future
Surpass your
limits
Harness peer
pressure
Find a coach,
social network
Invert the
Economy
Change the
environment
Will Skill
Individual
Team
Structural
Tuesday, August 6, 13
67. How can you make you
environment conducive
to your vital behavior?
• Identify 3 things with your neighbor that
you can do to make the physical
environment more conducive to your
change.
• Example:
• “I uninstalled Amazon 1-Click on my phone. ”
• “I bring the 5 coaching questions card in my pocket. If someone
comes with a problem, I pull it out to remind me.”
Tuesday, August 6, 13
68. Pick 4
• Choose at least 4 of your strategies for
change and make a commitment to trying
them for 30 days.
• If you falter, that’s OK.That’s good data for
how to adapt your change plan to your
unique circumstances.
Tuesday, August 6, 13
70. 1. Open
2.What is a Lean Leader?
3. How do I teach scientific thinking?
4. How do I become a mentor?
5. How do I sustain the change?
6. Close
Tuesday, August 6, 13
71. Under the creative
commons license
• Chicken: http://www.flickr.com/photos/locomotion/
3556879530/
• Expert: http://www.flickr.com/photos/raster/
3380860520/
• Upside down in a mosh Pit: @waterj2 http://bit.ly/
191yaY4
Tuesday, August 6, 13
72. References
• Deming,W. Edwards. Out of the Crisis. Cambridge, MA: Massachusetts Institute of
Technology, Center for Advanced Engineering Study, 1986. Print.
• Rother, Mike. Toyota Kata: Managing People for Improvement,Adaptiveness, and Superior
Results. NewYork: McGraw Hill, 2010. Print.
• Rother, Mike. Resources to Download: http://www-personal.umich.edu/~mrother/
Materials_to_Download.html
• Rother, Mike.Toyota Kata: Mobilizing our Ingenuity Through Good Management. http://
www.slideshare.net/mike734/toyota-kata-3101182
• Patterson, Kerry. Influencer:The Power to Change Anything. NewYork: McGraw-Hill, 2008.
Print.
Tuesday, August 6, 13
73. 1 2
3 4
5 6
Will Skill
IndividualTeamStructuralKey Behavior __________________
How can you make the undesirable desirable? What incentives
can you offer that support the change? (Think non-monetary).
What can you change about the environment that will
support doing the key behavior?
Who is an accomplice? Who is a friend?
How do you get more friends? How do you turn accomplices
into friends?
Who can teach you the skills you need?
What skills do you need? Where can you learn them?What will the world look like when you’re done? What
will your future be like by default if you don’t practice it?
How can you make that future more visible?
What specific behavior, more than anything else, will lead you to the change you want?
Tuesday, August 6, 13