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Self-Organization
                    The Power of Self-Selecting Teams



Chris Farrell and Shawn Button
Agile Tour Toronto 2012
Agenda
• Introduction
• Exercise #1
• Self-organization - BEGIN
• Self-selecting teams
• Exercise #2
• Questions
Exercise #1
Drawing Exercise
At your table produce a drawing that shows
  the benefits of a self-organizing team.
•  Form into groups of 3 or 4
•  You have 10 minutes
•  Everyone at the table should draw at
   least part of the drawing

                Begin!
Drawing Exercise - Debrief

Volunteers to explain their drawing.
Self-Organization
"Self-organization is the
  process where a structure
  or pattern appears in a
  system without a central
  authority or external
  element imposing it
  through planning"
- Wikipedia
Self-Organizing Systems
• Not planned or directed
• Spontaneous emergence of order and
  behaviour
• Sum is greater than the parts
• Robust, adapting, self-healing
• Influenced by initial conditions
• Influenced by feedback or changing
  conditions
Agile and Self-Organization
"Build projects around motivated
  individuals. Give them the
  environment and support they
  need, and trust them to get the
  job done."
- Agile Manifesto Principles
But, are there problems?
How to enable self-organization
• Setup the initial conditions
• Continually tune
  o Reinforcement
  o Change conditions to grow self-organization
How do you BEGIN?
• Boundaries
  o What the team must do, or must not do
• Empowerment
  o What authority is granted to the team
• Goals
  o The reasons the team exists
• Ingredients
  o The raw materials for success
• Nurture
  o Ongoing feedback and evolution
Boundaries
BEGIN - Boundaries
•   Depending on the maturity of the team and the
    organization, you may not be able to completely
    empower a team

•   Explicitly list the things that a team must do, and
    must not do

•   You should try to keep the conditions as unrestrictive
    as possible to increase the level of self-organization
Empowerment
BEGIN - Empowerment
•   What authority is granted?
•   Be explicit about what they are allowed to do
•   e.g. Self-management
    o choose own tools
    o own day-to-day schedule
    o manage own vacations
    o clear own impediments
•   Err on the side of trust and respect
Goals
BEGIN - Goals
• Why does the team exist?
• Don't control - tell them what the goal
  is, but not how to achieve it
• Allow people to organize themselves
  around the work, rather than the work
  organizing itself around the people

• Side effect - motivation
  o Increased sense of purpose and commitment
Ingredients
BEGIN - Ingredients
Does the team have what they need to
 thrive?
• People, e.g.:
    o technical skills required by the work
    o interpersonal skills to work as a team
    o If these are not there need to add or work
      on them
• Resources
    o required tools
    o access to information
    o education
Nurture
BEGIN - Nurture through
Feedback
• This is not something you set and forget
• On an ongoing basis you need to provide
    feedback to amplify the behaviour you
    want and dampen the behaviour you
    don't want
•   Use feedback rather than imposing
    control
BEGIN - Nurture through
Evolution
• Once teams have grown and earned trust
  change conditions to reduce control and
  encourage further self-organization
  o Boundaries should relax
  o Empowerment should increase
  o Goal - should from from specific work to a
    Vision
"Agile managers work the
system, not the people"
 - Jurgen Appelo, author of Management
3.0
Drawing - Debrief
Drawing Exercise - Debrief
How does the drawing exercise fit the BEGIN model?
Boundaries
•   Groups of at least 4
•   10 minutes
•   Everyone at the table should draw
Empowerment
•   You decide what to draw
Goal
•   Produce drawing showing benefits of self-organization
Ingredients
•   paper, pens, table, you
Nurture
 • Chris and Shawn walking around, giving feedback
Further Reading
Further Reading
Self-organization
Through Self-selecting
Teams
Initial State
• Company of about 500 people
• Transitioning to Agile
      Removing cubicles for team rooms

      Agile training for everyone

      Committed to the transformation

• Re-aligning their work along Agile lines
• But, just starting their Agile transformation
Reason Needed to Reform
• Company had teams oriented along
  component lines
• Two teams needed to be reformed to
  become feature teams, capable of
  delivering end-to-end slices of functionality
Reforming Teams
But team persistence is
important!

Reforming teams is expensive.
Typical Team Forming

•   Chosen by management
•   People grouped based on skill set
•   No team/project chartering
•   No team building
Could we just put everyone in a
room and have them hammer out
some teams?
Overview of Process
• All people together in room
• Stakeholders presented and discussed work
  and vision
• Management provided their support for the
  people, and trust in the results
Overview of Process - Exercises
• Wanted to reveal people along three facets:
   o Skills, Values and Personality

• Ran three exercises to create a Personal
  Information Sheet:
   o Marketplace of Skills

   o Motivating Values

   o Myers-Briggs Personality Type Index

• Everyone presented their sheets to the
  group
Choice of Exercises
• Lots of different facets, so lots of possible
  exercises, for example:
  o Hard skills, soft skills, emotional

    intelligence, personal values, motivators,
    personality types, etc
Overview of Exercise
• Facilitated process to pick team membership
How Does This Fit the BEGIN
Model?
• Boundaries
  o What the team must or must not do
• Empowerment
  o What authority is granted to the team
• Goals
  o The reason the we are doing this
• Ingredients
  o The raw materials for success
• Nurture
  o Ongoing evolution
BEGIN - Boundaries
•   Time boundary - Had to be done in one day
•   Teams had to be equally sized
•   Teams had to be whole teams - required all
    necessary skills
•   The exercises and choosing process were
    created for the group
BEGIN - Empowerment
• Able to create own team membership as
  a group
• Able to request addition of extra people
  if they felt they were required
• Opt out - anyone could opt out of the
  process
• Veto - Consensus was required for the
  results
BEGIN - Goals
• Goal for this exercise: To create two
  well-balanced feature teams
• Goal for teams: Stakeholders presented
  upcoming work and their vision

• We had our own goals:
  o Show people it is possible to self-organize
  o Start self-organizing from the beginning
  o Start team building process as early as
    possible
BEGIN - Ingredients
• People in the room (team members,
    stakeholders, management, facilitator)
•   Exercises that were designed to reveal
    people to each other
•   Process was designed to ensure everyone
    was heard
•   As a result the missing ingredients
    became obvious, for example required
    skills
BEGIN - Nurture
• Management display of faith in teams
• Facilitation of process to ensure it went
  smoothly
• Followed up the self-selection process with
  team building activities
  • Able to build on the foundation that was
     established
Exercise #2
Exercise - BEGIN Solving a
Problem
Either:
1. Pick someone at the table who has a
   situation where they want to encourage
   self-organization
Or:
2. Canned Situation: You have hired a
   completely new team. Apply the BEGIN
   model in the context of someone at
   table's company.
                15 minutes - Begin!
Exercise Debrief
Volunteers to present to group
Further Reading
Further Reading
Questions?

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Begin model for self organization

  • 1. Self-Organization The Power of Self-Selecting Teams Chris Farrell and Shawn Button Agile Tour Toronto 2012
  • 2.
  • 3. Agenda • Introduction • Exercise #1 • Self-organization - BEGIN • Self-selecting teams • Exercise #2 • Questions
  • 5. Drawing Exercise At your table produce a drawing that shows the benefits of a self-organizing team. • Form into groups of 3 or 4 • You have 10 minutes • Everyone at the table should draw at least part of the drawing Begin!
  • 6. Drawing Exercise - Debrief Volunteers to explain their drawing.
  • 8. "Self-organization is the process where a structure or pattern appears in a system without a central authority or external element imposing it through planning" - Wikipedia
  • 9. Self-Organizing Systems • Not planned or directed • Spontaneous emergence of order and behaviour • Sum is greater than the parts • Robust, adapting, self-healing • Influenced by initial conditions • Influenced by feedback or changing conditions
  • 10. Agile and Self-Organization "Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done." - Agile Manifesto Principles
  • 11. But, are there problems?
  • 12. How to enable self-organization • Setup the initial conditions • Continually tune o Reinforcement o Change conditions to grow self-organization
  • 13. How do you BEGIN? • Boundaries o What the team must do, or must not do • Empowerment o What authority is granted to the team • Goals o The reasons the team exists • Ingredients o The raw materials for success • Nurture o Ongoing feedback and evolution
  • 15. BEGIN - Boundaries • Depending on the maturity of the team and the organization, you may not be able to completely empower a team • Explicitly list the things that a team must do, and must not do • You should try to keep the conditions as unrestrictive as possible to increase the level of self-organization
  • 17. BEGIN - Empowerment • What authority is granted? • Be explicit about what they are allowed to do • e.g. Self-management o choose own tools o own day-to-day schedule o manage own vacations o clear own impediments • Err on the side of trust and respect
  • 18. Goals
  • 19. BEGIN - Goals • Why does the team exist? • Don't control - tell them what the goal is, but not how to achieve it • Allow people to organize themselves around the work, rather than the work organizing itself around the people • Side effect - motivation o Increased sense of purpose and commitment
  • 20.
  • 22. BEGIN - Ingredients Does the team have what they need to thrive? • People, e.g.: o technical skills required by the work o interpersonal skills to work as a team o If these are not there need to add or work on them • Resources o required tools o access to information o education
  • 24. BEGIN - Nurture through Feedback • This is not something you set and forget • On an ongoing basis you need to provide feedback to amplify the behaviour you want and dampen the behaviour you don't want • Use feedback rather than imposing control
  • 25. BEGIN - Nurture through Evolution • Once teams have grown and earned trust change conditions to reduce control and encourage further self-organization o Boundaries should relax o Empowerment should increase o Goal - should from from specific work to a Vision
  • 26. "Agile managers work the system, not the people" - Jurgen Appelo, author of Management 3.0
  • 28. Drawing Exercise - Debrief How does the drawing exercise fit the BEGIN model? Boundaries • Groups of at least 4 • 10 minutes • Everyone at the table should draw Empowerment • You decide what to draw Goal • Produce drawing showing benefits of self-organization Ingredients • paper, pens, table, you Nurture • Chris and Shawn walking around, giving feedback
  • 32. Initial State • Company of about 500 people • Transitioning to Agile  Removing cubicles for team rooms  Agile training for everyone  Committed to the transformation • Re-aligning their work along Agile lines • But, just starting their Agile transformation
  • 33. Reason Needed to Reform • Company had teams oriented along component lines • Two teams needed to be reformed to become feature teams, capable of delivering end-to-end slices of functionality
  • 34. Reforming Teams But team persistence is important! Reforming teams is expensive.
  • 35. Typical Team Forming • Chosen by management • People grouped based on skill set • No team/project chartering • No team building
  • 36. Could we just put everyone in a room and have them hammer out some teams?
  • 37. Overview of Process • All people together in room • Stakeholders presented and discussed work and vision • Management provided their support for the people, and trust in the results
  • 38. Overview of Process - Exercises • Wanted to reveal people along three facets: o Skills, Values and Personality • Ran three exercises to create a Personal Information Sheet: o Marketplace of Skills o Motivating Values o Myers-Briggs Personality Type Index • Everyone presented their sheets to the group
  • 39.
  • 40. Choice of Exercises • Lots of different facets, so lots of possible exercises, for example: o Hard skills, soft skills, emotional intelligence, personal values, motivators, personality types, etc
  • 41. Overview of Exercise • Facilitated process to pick team membership
  • 42. How Does This Fit the BEGIN Model? • Boundaries o What the team must or must not do • Empowerment o What authority is granted to the team • Goals o The reason the we are doing this • Ingredients o The raw materials for success • Nurture o Ongoing evolution
  • 43. BEGIN - Boundaries • Time boundary - Had to be done in one day • Teams had to be equally sized • Teams had to be whole teams - required all necessary skills • The exercises and choosing process were created for the group
  • 44. BEGIN - Empowerment • Able to create own team membership as a group • Able to request addition of extra people if they felt they were required • Opt out - anyone could opt out of the process • Veto - Consensus was required for the results
  • 45. BEGIN - Goals • Goal for this exercise: To create two well-balanced feature teams • Goal for teams: Stakeholders presented upcoming work and their vision • We had our own goals: o Show people it is possible to self-organize o Start self-organizing from the beginning o Start team building process as early as possible
  • 46. BEGIN - Ingredients • People in the room (team members, stakeholders, management, facilitator) • Exercises that were designed to reveal people to each other • Process was designed to ensure everyone was heard • As a result the missing ingredients became obvious, for example required skills
  • 47. BEGIN - Nurture • Management display of faith in teams • Facilitation of process to ensure it went smoothly • Followed up the self-selection process with team building activities • Able to build on the foundation that was established
  • 49. Exercise - BEGIN Solving a Problem Either: 1. Pick someone at the table who has a situation where they want to encourage self-organization Or: 2. Canned Situation: You have hired a completely new team. Apply the BEGIN model in the context of someone at table's company. 15 minutes - Begin!
  • 50. Exercise Debrief Volunteers to present to group