Agile Leadership – 2

This series on leadership arises from a talk by Mary Poppendieck on Agile Leadership. See our earlier post.

Now let’s consider leadership in Scrum. In theory. And then later, in practice.

We are reminded of Yogi Berra’s quote: “In theory there is no difference between theory and practice. In practice, there is.” (A nod to Nancy Van Schooenderwoert.)

Some in Scrum will say that there is no leader on a Scrum team; everyone self-organizes themselves and things emerge. (See the High Moon video, here.) In a very healthy and capable team one can imagine that things might seem that way, but we rather doubt that is the truth. Or at least, not the whole truth. We suspect that subtle signals of leadership are being given and received within the team. (And then we fall back to…what does leadership really mean??)

We also have had teams that, well, demand a “leader” if not a boss, to guide them in (or perhaps even tell them) what to do. In theory this is not good, but there you are sometimes.

Some in Scrum will say that the Product Owner is the leader. She decides the team’s priorities by choosing the Product Backlog items to be worked now and by deciding when they are done. Thus, she is the leader. Or at least a leader.

Others might say the ScrumMaster is the leader or a leader. He is not command and control (as stated in the book), but with his Jedi magic, he is nonetheless in effect leading the team toward higher productivity. Clearly it is an important role, since the ScrumMaster’s main job is to manage, and see that action is taken on, the top items on the Impediments List. The role is not a mere process coach for a few Sprints or an MC for meetings.

My own view is that Scrum does not really specify leadership. And that this is a good thing.

First, we need to remind ourselves that there is a whole range of essential things about which Scrum remains silent, expecting the team members to add the appropriate things needed to get the job done in their specific situation. I think leadership falls in this category also.

This is good, because no one-size-fits-all set of answers actually works in all situations. It is good because not all teams require the same dimensions of leadership, and not all teams have capable leaders in the correct roles. This is also partly because not all teams have good followers. (By which we mean not sheepish followers, but those people who can see good leadership and support it.)

Let me remind you (although some may already have inferred this) that when I talk about leadership I tend to mean that group of things relating to vision (purpose, meaning, value), inspiration, and people skills.

Another important area (sometimes included in leadership) is to have the right person make the important decisions. To me, who the right person is must be determined decision-by-decision (or area-by-area). The right person to have the last say on the business value of a story is probably not the same person who should say whether some java code is written well enough.

So, the team should probably define norms about how the various team members will lead. And I would recommend some flexibility in that definition. My bias is that everyone on the team is responsible for leadership in one area or in some way.

Here is the crux, in my view. When the chips are down, on that day when things look worst, who carries the heart of the team? Who encourages that team to stick to it? Who comes up with that one useful, inspiring idea? Who won’t let the team fail? Who let’s the personal issues get discussed, but then gets the team back on track?

My experience is that this leadership can come from many types of people. It all depends on the people involved.

Although we have no simple answers, the team still needs leadership. (Dang, again we are missing that Agile Cookbook chapter that people can follow and check off to see whether they have a good “leader”.)

Agile Leadership – 1

I was pleased to help arrange a talk by Mary Poppendieck at Google in NYC last week. The topic was: “A History of Leadership”. The talk will be out in video soon. The slide deck is here.

This is an important topic. And, if I may say so, Mary Poppendieck makes a number of great points. I will emphasize a few below.

To me, the first thing is to tease out the various meanings of leadership, leader, leading.

Sometimes we mean decision-making, as in “who should make this decision.”

Sometimes we mean boss-ship, as in “she’s my boss.”

Sometimes we mean guiding and coaching, as in “he helped us discover this.”

Sometimes we mean domain knowledge, as in “she is the leader in x-ray tomography.”

Sometimes we mean inspiration, as in “I would follow him anywhere.” I will include providing a vision and resolving people issues in this category, although they might easily be placed in their own categories.

It seems to me, as I will discuss a bit below, we need to be very careful about these different meanings (and others).

It also needs to be said that there are principles and patterns of leadership, and then there is taking a group of people, forming a specific team, and discovering that specific leader of that team. Even if he leads only for one day.

This is to say that leadership arises from specific needs, and for specific followers. Another set of followers might be in a different situation and need a different kind of leadership. A good leader in one situation will not necessarily be successful in another situation (or as successful).

For amusement, you may wish to peek at one of Churchill’s famous speeches. Here’s one.

Perhaps the most useful thing to say right now about IT efforts is that they are ultimately business efforts. And success to a large degree depends upon making the right trade-offs between a fluid technology situation and an evolving business problem shared by a customer-base in flux. So, we must visualize the problem and see where technology (with other things) can make a great contribution. In concrete terms, Mary Poppendieck puts the technology leader and the marketing (business) leader into one person, based on the Toyota pattern of a “chief engineer.” Certainly this addresses one of our key problems: a “technical success” that it not a market success.

Now, what do we do if we don’t have such a single person?

Mary Poppendieck says (rightly in my opinion) that we need two people in the team joined at the hip; a marketing leader and a technical leader. This of course is not always possible either, but then at least the problem is clear.

And this also makes clear the more general knowledge-creation problem. The people in the team with business knowledge must learn how to collaborate in creating combined knowledge with those on the team who are technically expert. And vice versa. Only when the two domains (to make it very simple) are fully engaged can a truly successful and innovative product be created (or emerge).

More about leadership in the fog of war in a later installment.

Respect People

“Respect People” is a key tenet of Lean. Of course, who wants to disrespect people?! Still, when people study why Lean works in one company and does not work in another company, the answer the some of the best people give is: Respect People is truly realized at the successful companies.

Jim Womack leads the Lean Enterprise Institute. Go to lean.org.

Womack & Jones wrote Lean Thinking, which you must read.

Last December Jim Womack wrote a letter, in which he talked about what “Respect for People” means in a Lean context. Here’s a key quote:

Managers begin by asking employees what the problem is with the way their work is currently being done. Next they challenge the employees’ answer and enter into a dialogue about what the real problem is. (It’s rarely the problem showing on the surface.)

Then they ask what is causing this problem and enter into another dialogue about its root causes. (True dialogue requires the employees to gather evidence on the gemba – the place where value is being created — for joint evaluation.)

Then they ask what should be done about the problem and ask employees why they have proposed one solution instead of another. (This generally requires considering a range of solutions and collecting more evidence.)

Then they ask how they – manager and employees – will know when the problem has been solved, and engage one more time in dialogue on the best indicator.

Finally, after agreement is reached on the most appropriate measure of success, the employees set out to implement the solution.

This is not simple. It does not say that one person knows everything. And it is not mere consensus building. It is engaged and committed knowledge creation. With some healthy “intellectual fighting”.

How does this sit for you with Agile? Does this approach make sense with managers outside the team working with team members?

I will guess that it provides more respect to the team member than many actually get now. And also more engagement with a manager than many get now. At least that is what I have typically seen.

Leadership: Getting us there

A few thoughts after reading this: http://lwok.org/index.php?title=Main_Page

We always need leadership to help us through the many hard patches, and on to ultimate success.

It is hard to say what is the main thing that leads to success, and one supposes that the most essential element varies by situation. Some important elements are…
* passion for the vision
* perseverance
* courage
* helping others overcome their roadblocks
* assuring that most of the team is winning and that few things lead to tradeoffs where one person is hurt

We also mention the creation of Ba (Japanese), which represents that context or place in which new knowledge is created. Only by creating knowledge can the seeming constraints be transcended, and success becomes possible.

Many people possess one or more of these skills. It is not having the skill or skills, it is bringing it all to fruition so that the Team reaches the goal.

Still, there remains that element of magic, where somehow some make it up the river and others do not. Here’s to those magic ones, who make it up the river more often than not.

Knowing where to go

To me, the essence of leadership boils down to two things.

1. Knowing what needs to be done.

The ability to identify and articulate what needs to be done is enormously useful.

In most business situations, it means understanding the customer. It means focus on a few relatively important things. It means explaining this to other people in a persuasive way.

There are, of course, a whole bunch of skills related to understanding the customer. Understanding the customer is so very difficult, perhaps partially because it is an act of selection and editing (not everything that a customer might want, but those few essential things). Knowing what needs to be done can, for example, be claimed to be partially a financial understanding (ROI and NPV), but I think not mainly in most cases.

A listing of skills is not essential. Decomposing “what a leader does” into parts misleads as much as it helps. It is how the cake is put together and how it bakes as much as any list of ingredients. And finally it is in the eating only that its true meaning is fulfilled.

Once one has a vision, it is necessary to communicate this to others. So that they are inspired and encouraged. So that they act. Knowing is not enough; acting in such a way that the Team gets started is part of setting the initial direction. Imagine Moses setting off.

2. Getting us there

This is discussed in the next blg post.

This line of thoughts was opened up upon seeing this site:
http://lwok.org/index.php?title=Main_Page

Leaders, Managers, Bosses, and Administrators

The Poppendiecks are coming to Charlotte next week, to teach their Lean Software Development – Practitioners course. In their book, Implementing Lean Software Development: From Concept to Cash, the Poppendiecks talk, as one of their topics, about leadership.

They raise several excellent points.

1. A team needs leadership. Which is to say, vision. Someone to inspire and someone to help them put their hearts in the game. And keep it there.

2. The project needs decisiveness. If the team has too many leaders, and the leaders squabble about decisions, then the team wastes time. The team needs to know how it will make decisions. There is a trade-off between making the right decisions, and making decisions quickly.

3. Generally, the team needs to learn to make decisions only at the last responsible moment. So, much of the decision-making is about when to make a decision. At what point have you learned enough to make a good/better decision?

4. The project needs business decisions and technical decisions. This is very true. So the team needs business people and needs technical people who are ready and able to make those decisions. And, preferrably, business people who understand technology and technology people who understand business (and the customers).

5. And there are many other types of decisions to be made too. People decisions. Decisions about whose insights to go with on specific areas. Process decisions. Decisions about who is working effectively and who is not. Decisions about how to get the team to communicate better and learn faster.

6. In Scrum, we have ScrumMasters and Product Owners. These roles are endowed with certain leadership aspects. This is different than the leadership of the Chief Engineer, which is a role Toyota uses.

7. Project managers have also provided leadership. (And we have the whole PMP, PMI thing, too.) PMs have also provided managership, bossiness, administration and other things.

8. We know that no bosses are wanted. We want all the best from every person, and a boss will only inhibit that. A boss wants to command others, and thinks he knows all. These are not helpful traits in a learning situation. (So, semantically, we are using “boss” here to represent all the bad things that a boss can be. Of course, few managers or leaders are as bad as a boss, but we all can be that way sometimes.)

[Note: One can certainly argue whether everything in the 8 items above was said, implied or meant by the Poppendiecks. Doubtless at least some of it is me muddying the water.]

* * *

Let us add some additional thoughts.

We always find true leadership in short supply. A true leader does not just say “Go there!”. He or she must explain things to the group (the team and those around the team) in such a way that they understand. In such a way that they agree not only with their mind but with their heart.

Thus, we say that everyone can lead and should lead. In some way or another. (This is not to invite conflicts about turf and other silliness. See below.)

Leadership and all these other topics are great to talk about in the abstract or as generalities. Where the rubber meets the road is after you have found the best people you can, and they start to take on certain roles. The role was made to help the man, not the man to fit into the role. Always adjust the role to fit the people involved.

Decision-making: We want to distinguish this from what we mean by leadership. First, the team must be very clear (a) when a decision needs to be made, (b) that all parties with anything to say on the subject have the opportunity to contribute, and (c) the team knows how the decision will be made (eg, maybe that one person will make the final decision on X topic). (Note: At the other extreme, the team norms might say that the team will vote on every decision. In my experience, this approach can work with some teams and not with others. There is a long explanation as to why.)

If you “decide” correctly about (a) what is the question to be decided, and (b) when should this decision be made, often the final step (what we might call “the decision” itself) is quite easy.

We take the view that most decisions are reversible. So, often the decision is more “what is our working hypothesis for now”. Most decision-makers realize that deciding is like batting in baseball. If your batting average is .400, that is a great percentage; you just want to get yourself more “at bats”.

One of the toughest issues is what I call “turf wars”. This is the instinctive human (animalistic) thing where we try to decide you is top dog. You can get this whether you have no titles, few titles, or many titles. The team needs leaders (of all sorts) who help the team to minimize this animalistic stuff (caution: never expect to eliminate it). And then develop a more advanced version of managing and leading.

There are other points to make, but we leave them for later posts. One of them is about followership.