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eXponential
Simple
Continuous
Autonomous
Learning
Ecosystem
A L L I A N C E
Be a pod of dolphins
Not a dancing elephant
Scaling Agile. It’s all the rage.
How can we really turn all the dials to 10
XSCALE
What’s the holdup?
“The problem is that we don’t
understand the problem.”
- Paul MacCready
Learning is the bottleneck
Scaling is an anti-pattern
The ideal team size is six
Getflow.com	&	Cyrus	Molavi	2015
Workflow data says the most effective team size is 6.
The limiting factor in team
productivity is not the number
of bodies, but the number of
relationships to maintain
Collaboration Loop Limit
“The maximum number of conversations that have to happen
for any two people in an organization to collaborate.”
Managed Team
Team Size: 7
Collaboration Loop Limit: 4
Managed Program
Team Size: 43
Collaboration Loop Limit: 8
Program/Portfolio Management Office (“PMO”)
Team Size: 259
Collaboration Loop Limit: 12
Enterprise Project Management Office (“EPMO”)
Team Size: 1,555
Collaboration Loop Limit: 16
“Putting	an	agile	team	into	a	non-agile	organization	
is	like	giving	a	Ferrari	to	a	bus	driver.”
The people of the
longhouse had a
different solution
What if there was another way. An older, more human way.
What if there was another way. An older,
more human way.
A longhouse of tribes made a nation.
The five nations as a longhouse: The Haudenosaunee Confederacy.
Each bead is a
village of 500 –
1,000. Each
chain is a tribe
of 10 – 20,000
Haudenosaunee
Confederacy
Circa 1600
No centralized
decision-making.
Governance by
peer to peer treaties
Clans pick
representatives at
all levels.
Small	meetings	and	Directly	Responsible	Individuals
Feature Squads
Split management into three parts:
Coach, Leader and Team.
Coach maintains timeframe and
ceremonies for making decisions.
If and only if the Team isn’t
unanimous, the Leader decides.
Motivating trade-offs to achieve
consensus without politics.
The Leader role ensures decisions
are always made in good time.
BUILDLEARN
MEASURE
TESTS
DATA CODE
REFACTOR
Leadership as a Service
REFACTOR
N
P
Designate different leaders for
different responsibilities: DRIs
REFACTOR
N
P
Squad: 4 - 8 people
Chapter: 2 - 10 people
Portfolio: 10 – 80 peopleArchitects/CXD
Analysts
Production Support
Quality Automation
Service Automation
Product Leaders & Coaches
Systems Squads
Product Squads
Feature Squads
Testers
Designers/UXD
Developers
Portfolio Leader
Portfolio Coach
PortfolioSquad
DevOps SMEs
Chapters
Stakeholders
Customer Reps
Systems Leaders & Coaches
©	Peter	Merel,	2016
Value Streams Chapter Leaders
Maximum
Leadership Guild
Coaching Guild
Business & Technology Guilds
Portfolio 2 Portfolio 3 …
Architects/CXD
Analysts
Production Support
Quality Automation
Service AutomationSystems Squads
Testers
Designers/UXD
Developers
Portfolio Leader
Portfolio Coach
DevOps SMEs
Stakeholders
Customer Reps
Systems Owners & Admins
Organization Leader & Coach
©	Peter	Merel,	2016
Portfolio Collaboration Loop Limit: 4
Autonomous
Product Leaders & Coaches
Product Squads
Feature Squads
Chapters
Chapter Leaders
PortfolioSquad
Value Streams
Squad: 4 - 8 people
Chapter: 2 - 10 people
Portfolio: 10 – 80 people
Leadership Guild
Coaching Guild
Business & Technology Guilds
Portfolio 2 Portfolio 3 …
Architects / CXD
Analysts
Production Support
Quality Automation
Service AutomationSystems Squads
Testers
Designers / UXD
Developers
Portfolio Leader
Portfolio Coach
PortfolioSquad
DevOps Reps
Stakeholders
Customer Reps
Systems Owners & Admins
Organization Leader & Coach
©	Peter	Merel,	2016
Value Streams
Autonomous
Product Leaders & Coaches
Product Squads
Feature Squads
Chapters
Chapter Leaders
InnovationStream
All streams prioritize features to lift bottlenecks.
A stream in innovation mode prioritizes new markets.
Squad: 4 - 8 people
Chapter: 2 - 10 people
Portfolio: 10 – 80 people
XSCALE doesn’t try to scale agile.
It de-scales organization.
But de-scaling doesn’t mean down-sizing. It means
Self-directing portfolios of
Self-managing streams of
Self-organizing teams.
But
how?
Does your agile transformation look like this?
Like a steel thread
Thank you!
reachme@johnfergusonsmart.com @wakaleo
eXponential
Simple
Continuous
Autonomous
Learning
Ecosystem
A L L I A N C E
http://xscalealliance.org

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BE A POD OF DOLPHINS, NOT A DANCING ELEPHANT