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Six Steps Towards Self-Learning
Teams and Organizations
Mile High Agile 2018
Andy Cleff, CSP, ICP-ACC, ICP-ATF, CSM, CSPO
1
At regular intervals,
the team reflects on
how to become more
effective, then tunes
and adjusts its
behavior accordingly.
We learn rapidly by
experimenting
frequently. We make
our experiments “safe
to fail” so we are not
afraid to conduct more
experiments.
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
What is the scrum master’s or agile coach’s role in all of this?
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Overview: Six Steps
1.Build an Inventory
2.Construct a Team Level Matrix
3.Populate a Learning Backlog
4.Get Your Guilds Going
5.Measure Stuff
6.Make Everything Visible
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Conditions for growth
In too many organizations too many
people are doing a second job no
one is paying them for…
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Conditions for growth
Personal evolution, human
flourishing, becoming a better
person — these are at the
center of the culture of a
deliberately developmental
organization (DDO)
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Step One: 

Build an Inventory
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Skill inventory
Prompt:

• What do you already know?

• What do you want to learn?

• What skills/competencies do you think the team needs to
be most successful, now and in the foreseeable future…
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Skill inventory
Example Categories:
• Languages / Technologies

• Processes / Practices 

• Soft Skills
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Checkpoint
1.Build an Inventory
2.Construct a Team Level Matrix
3.Populate a Learning Backlog
4.Get Your Guilds Going
5.Measure Stuff
6.Make Everything Visible
Is anything confusing so far?
What are you doing already
that's working for you?
What's not working for you?
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Step Two: 

Build a Team Level
Matrix
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Team matrix of competencies
Simple Model of Competency

• Apprentice

• Journeyperson

• Master
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Team matrix of competencies
Dreyfus Model of Skills Development
• Novice

• Advanced beginner

• Competent

• Proficient

• Expert
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Team matrix of competencies
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Checkpoint
1.Build an Inventory
2.Construct a Team Level Matrix
3.Populate a Learning Backlog
4.Get Your Guilds Going
5.Measure Stuff
6.Make Everything Visible
Is anything confusing so far?
What are you doing already
that's working for you?
What's not working for you?
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Step Three: 

Learning Backlog +
Slack & Flow
“Fool, don’t you see I’m busy? I
don’t have time to sharpen the saw”
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Checkpoint
1.Build an Inventory
2.Construct a Team Level Matrix
3.Populate a Learning Backlog
4.Get Your Guilds Going
5.Measure Stuff
6.Make Everything Visible
Is anything confusing so far?
What are you doing already
that's working for you?
What's not working for you?
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Step Four: 

Get Your Guilds
Going
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Share knowledge, skills, and capabilities
• Special Interest Groups (SIGs)
• Centers of Excellence (CoE)
• Communities of Practice (CoP)
• Birds of a Feather (BoF)
• Tech Clubs
• Guilds
• Tribes
• !=Committee
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Communities of practice
• A domain of knowledge, which defines a set of issues; creates
common ground and a sense of common identity
• A community of people who care about this domain; creates the
social fabric of learning; fosters interactions, relationships, hopefully
mutual respect and trust; willingness to share ideas, expose one’s
ignorance, ask difficult questions, and listen carefully.
• A shared practice that they are developing to be effective in their
domain; a set of frameworks, ideas, tools, information, systems,
language, stories, and documents/knowledge bases.
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Community design possibilities
• Bootlegged: Only visible to a circle of people “in the know”
• Legitimized: Officially sanctioned as a valuable entity
• Supported: Provided with direct resources from the
organization
• Institutionalized: Given an official status and function in
the organization
“When people work this way,
barriers and boundaries
between people and what they
do are often insubstantial or
irrelevant, since a collective
endeavor holds people
together.”
Seely Brown, The Interaction of
Complexity and Management
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Outcomes of CoP’s
• Sharing of Information, insights, problem solving
• Pondering of common issues, exploration of
ideas, acting as sounding boards
• Creation of tools, standards, design patterns
• Hosting knowledge-based activities, like lessons
learned, Q&A sessions, and on-boarding
newcomers
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Checkpoint
1.Build an Inventory
2.Construct a Team Level Matrix
3.Populate a Learning Backlog
4.Get Your Guilds Going
5.Measure Stuff
6.Make Everything Visible
Is anything confusing so far?
What are you doing already
that's working for you?
What's not working for you?
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Step Five: 

Measure
“…If all we have are opinions, let’s go with mine.”
Jim Barksdale
“…Analysis without numbers is only an opinion.”
Atkins Law #1
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Measure many things
Process Health
Release
Product Development
Technical / Code
People / Teams
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Process health metrics
Assess day-to-day delivery team activities and evaluate process changes:
• Cycle time
• Cumulative flow diagrams
• Control charts
• Number of experiments performed
• Number of improvements you've
made to your process over time.
• Flow efficiency
• Story/epic lead time
• Successful iteration completion
• Escaped defect resolution time
• Time thievery
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
The five thieves of time
• Too much WIP

• Unknown dependencies

• Unplanned work

• Conflicted priorities

• Neglected work
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Release metrics
Focus on identifying impediments to continuous delivery:
• Time since last release
• Release success rate
• Release time
• Cost per release
• Escaped defects
• Release net promoter score
• Release adoption / install rate
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Product development metrics
Help measure alignment of product features to user needs:
• Customer value delivered
• Risk burn down
• Value stream mapping
• Sales velocity
• Product net promoter score (NPS)
• User analytics / DAU / MAU
• Backlog health index
• Number of validated business-level
hypotheses developed
• Number of times a week you talk to
an actual customer
• Ratio of implemented to non-
implemented customer-driven
changes
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Technical & code metrics
Help determine quality of implementation and architecture:
• Automated test coverage
• Number of tests written before coding
• Unit / regression test coverage
• Build time
• Defect density
• Code churn
• Code ownership
• Code complexity
• Coding standards adherence
• Crash rate
• Build breaks
• Technical drag
• Ratio of fixing work vs feature work
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
People & teams’ health and wellbeing
Gallup Q12
Mood App
TeamMood
eNPS
Comparative Agility Survey
Crisp Happiness Index
Team Barometer
Spotify Health Check
Lean Agile Intelligence
Team Morale Metric
H.I.P. Survey
OfficeVibe
15Five
Happiness Wall
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Checkpoint
1.Build an Inventory
2.Construct a Team Level Matrix
3.Populate a Learning Backlog
4.Get Your Guilds Going
5.Measure Stuff
6.Make Everything Visible
Is anything confusing so far?
What are you doing already
that's working for you?
What's not working for you?
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Step Six: 

Make Everything
Visible
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Visibility and transparency
• Build momentum
• Drive interest
• Remove constraints
• Enable collaboration across boundaries
• Share Knowledge
• Lean coffee
• Celebration grid
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Recognize
and
celebrate
MISTAKES EXPERIMENTS PRACTICES
LEARNING
SUCCESS
FAILURE
You lucky bastard!
Yay! You exceeded
AND you learned!
Yay! You exceeded
by doing the
right things!
WTF, dude!
You screwed up!
Where’s your brain?
Ok, you failed
BUT you learned!
Argh, bad luck!
No learning No learning
BEHAVIOR
OUTCOME
CELEBRATION GRID
It’s not about the
first-mover advantage;
It’s about the fast-learner
advantage.
Create a safe-to-fail environment.
Success and
Failure
Don’t change things;
run experiments.
Run more experiments,
faster, and cheaper.
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Recognize
and
celebrate
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Recognize
and
celebrate
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Recognize
and
celebrate
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Recognize
and
celebrate
“Simple, public recognition is one
of the most effective and most
underutilized management tools.”
Laszlo Bock
Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
Checkpoint
1.Build an Inventory
2.Construct a Team Level Matrix
3.Populate a Learning Backlog
4.Get Your Guilds Going
5.Measure Stuff
6.Make Everything Visible
Is anything confusing so far?
What are you doing already
that's working for you?
What's not working for you?
Better Me + Better You = Better Us
• Creativity and learning takes a mix
of disciplines
• Free flowing collision of ideas
through conversations and
connections makes a difference
• Exchange of ideas and
technologies speeds innovation
Let’s keep the conversation going…
Andy Cleff
andycleff@icloud.com
andycleff.com
linkedin.com/in/andycleff
@JustSitThere
coalition.agileuprising.com

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Six Steps Towards Self Learning Teams and Organizations

  • 1. Six Steps Towards Self-Learning Teams and Organizations Mile High Agile 2018 Andy Cleff, CSP, ICP-ACC, ICP-ATF, CSM, CSPO 1
  • 2. At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly.
  • 3. We learn rapidly by experimenting frequently. We make our experiments “safe to fail” so we are not afraid to conduct more experiments.
  • 4. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
  • 5. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff What is the scrum master’s or agile coach’s role in all of this?
  • 6. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Overview: Six Steps 1.Build an Inventory 2.Construct a Team Level Matrix 3.Populate a Learning Backlog 4.Get Your Guilds Going 5.Measure Stuff 6.Make Everything Visible
  • 7. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Conditions for growth In too many organizations too many people are doing a second job no one is paying them for…
  • 8. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Conditions for growth Personal evolution, human flourishing, becoming a better person — these are at the center of the culture of a deliberately developmental organization (DDO)
  • 9. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff
  • 10. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Step One: 
 Build an Inventory
  • 11. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Skill inventory Prompt: • What do you already know? • What do you want to learn? • What skills/competencies do you think the team needs to be most successful, now and in the foreseeable future…
  • 12. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Skill inventory Example Categories: • Languages / Technologies • Processes / Practices • Soft Skills
  • 13.
  • 14. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Checkpoint 1.Build an Inventory 2.Construct a Team Level Matrix 3.Populate a Learning Backlog 4.Get Your Guilds Going 5.Measure Stuff 6.Make Everything Visible Is anything confusing so far? What are you doing already that's working for you? What's not working for you?
  • 15. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Step Two: 
 Build a Team Level Matrix
  • 16. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Team matrix of competencies Simple Model of Competency • Apprentice • Journeyperson • Master
  • 17. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Team matrix of competencies Dreyfus Model of Skills Development • Novice • Advanced beginner • Competent • Proficient • Expert
  • 18. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Team matrix of competencies
  • 19.
  • 20. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Checkpoint 1.Build an Inventory 2.Construct a Team Level Matrix 3.Populate a Learning Backlog 4.Get Your Guilds Going 5.Measure Stuff 6.Make Everything Visible Is anything confusing so far? What are you doing already that's working for you? What's not working for you?
  • 21. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Step Three: 
 Learning Backlog + Slack & Flow
  • 22.
  • 23. “Fool, don’t you see I’m busy? I don’t have time to sharpen the saw”
  • 24. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Checkpoint 1.Build an Inventory 2.Construct a Team Level Matrix 3.Populate a Learning Backlog 4.Get Your Guilds Going 5.Measure Stuff 6.Make Everything Visible Is anything confusing so far? What are you doing already that's working for you? What's not working for you?
  • 25. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Step Four: 
 Get Your Guilds Going
  • 26. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Share knowledge, skills, and capabilities • Special Interest Groups (SIGs) • Centers of Excellence (CoE) • Communities of Practice (CoP) • Birds of a Feather (BoF) • Tech Clubs • Guilds • Tribes • !=Committee
  • 27. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Communities of practice • A domain of knowledge, which defines a set of issues; creates common ground and a sense of common identity • A community of people who care about this domain; creates the social fabric of learning; fosters interactions, relationships, hopefully mutual respect and trust; willingness to share ideas, expose one’s ignorance, ask difficult questions, and listen carefully. • A shared practice that they are developing to be effective in their domain; a set of frameworks, ideas, tools, information, systems, language, stories, and documents/knowledge bases.
  • 28. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Community design possibilities • Bootlegged: Only visible to a circle of people “in the know” • Legitimized: Officially sanctioned as a valuable entity • Supported: Provided with direct resources from the organization • Institutionalized: Given an official status and function in the organization
  • 29. “When people work this way, barriers and boundaries between people and what they do are often insubstantial or irrelevant, since a collective endeavor holds people together.” Seely Brown, The Interaction of Complexity and Management
  • 30. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Outcomes of CoP’s • Sharing of Information, insights, problem solving • Pondering of common issues, exploration of ideas, acting as sounding boards • Creation of tools, standards, design patterns • Hosting knowledge-based activities, like lessons learned, Q&A sessions, and on-boarding newcomers
  • 31. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Checkpoint 1.Build an Inventory 2.Construct a Team Level Matrix 3.Populate a Learning Backlog 4.Get Your Guilds Going 5.Measure Stuff 6.Make Everything Visible Is anything confusing so far? What are you doing already that's working for you? What's not working for you?
  • 32. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Step Five: 
 Measure
  • 33. “…If all we have are opinions, let’s go with mine.” Jim Barksdale “…Analysis without numbers is only an opinion.” Atkins Law #1
  • 34. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Measure many things Process Health Release Product Development Technical / Code People / Teams
  • 35. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Process health metrics Assess day-to-day delivery team activities and evaluate process changes: • Cycle time • Cumulative flow diagrams • Control charts • Number of experiments performed • Number of improvements you've made to your process over time. • Flow efficiency • Story/epic lead time • Successful iteration completion • Escaped defect resolution time • Time thievery
  • 36. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff The five thieves of time • Too much WIP • Unknown dependencies • Unplanned work • Conflicted priorities • Neglected work
  • 37. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Release metrics Focus on identifying impediments to continuous delivery: • Time since last release • Release success rate • Release time • Cost per release • Escaped defects • Release net promoter score • Release adoption / install rate
  • 38. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Product development metrics Help measure alignment of product features to user needs: • Customer value delivered • Risk burn down • Value stream mapping • Sales velocity • Product net promoter score (NPS) • User analytics / DAU / MAU • Backlog health index • Number of validated business-level hypotheses developed • Number of times a week you talk to an actual customer • Ratio of implemented to non- implemented customer-driven changes
  • 39. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Technical & code metrics Help determine quality of implementation and architecture: • Automated test coverage • Number of tests written before coding • Unit / regression test coverage • Build time • Defect density • Code churn • Code ownership • Code complexity • Coding standards adherence • Crash rate • Build breaks • Technical drag • Ratio of fixing work vs feature work
  • 40. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff People & teams’ health and wellbeing Gallup Q12 Mood App TeamMood eNPS Comparative Agility Survey Crisp Happiness Index Team Barometer Spotify Health Check Lean Agile Intelligence Team Morale Metric H.I.P. Survey OfficeVibe 15Five Happiness Wall
  • 41. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Checkpoint 1.Build an Inventory 2.Construct a Team Level Matrix 3.Populate a Learning Backlog 4.Get Your Guilds Going 5.Measure Stuff 6.Make Everything Visible Is anything confusing so far? What are you doing already that's working for you? What's not working for you?
  • 42. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Step Six: 
 Make Everything Visible
  • 43. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Visibility and transparency • Build momentum • Drive interest • Remove constraints • Enable collaboration across boundaries • Share Knowledge • Lean coffee • Celebration grid
  • 44. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Recognize and celebrate MISTAKES EXPERIMENTS PRACTICES LEARNING SUCCESS FAILURE You lucky bastard! Yay! You exceeded AND you learned! Yay! You exceeded by doing the right things! WTF, dude! You screwed up! Where’s your brain? Ok, you failed BUT you learned! Argh, bad luck! No learning No learning BEHAVIOR OUTCOME CELEBRATION GRID It’s not about the first-mover advantage; It’s about the fast-learner advantage. Create a safe-to-fail environment. Success and Failure Don’t change things; run experiments. Run more experiments, faster, and cheaper.
  • 45. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Recognize and celebrate
  • 46. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Recognize and celebrate
  • 47. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Recognize and celebrate
  • 48. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Recognize and celebrate
  • 49. “Simple, public recognition is one of the most effective and most underutilized management tools.” Laszlo Bock
  • 50. Six Steps Towards Self Learning Teams and Organizations • Andy Cleff Checkpoint 1.Build an Inventory 2.Construct a Team Level Matrix 3.Populate a Learning Backlog 4.Get Your Guilds Going 5.Measure Stuff 6.Make Everything Visible Is anything confusing so far? What are you doing already that's working for you? What's not working for you?
  • 51. Better Me + Better You = Better Us • Creativity and learning takes a mix of disciplines • Free flowing collision of ideas through conversations and connections makes a difference • Exchange of ideas and technologies speeds innovation
  • 52. Let’s keep the conversation going… Andy Cleff andycleff@icloud.com andycleff.com linkedin.com/in/andycleff @JustSitThere coalition.agileuprising.com