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Managing Resistance How the Kanban Method Supports Lasting Change Julie Wyman & Sarah Shirck (@spark_CM)
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Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

Jul 27, 2018

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Page 1: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

Managing ResistanceHow the Kanban Method Supports Lasting Change

Julie Wyman &Sarah Shirck (@spark_CM)

Page 2: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Agenda

• Why do people resist Agile?

• How Kanban & Change Management Can Help

• What Now? Recommendations & Resources

Page 3: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Sometimes Agile doesn’t stick

Why?

Page 4: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

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VersionOne, 12th Annual State of Agile Report

Organizational culture at odds with agile valuesTop

challenges

53%

General organization resistance to change46%

Inadequate management support and sponsorship

42%

Page 5: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Who’s heard of Kanban?

Page 6: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Kanban Level Set

• Visibility

• Collaboration

• Explicit Policies

• Predictability

• Flow

• Pull-system

• Limit WIP

• Focus

Visual approach to work that emphasizes flow, collaboration, and evolutionary change

Page 7: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Who’s heard of Change Management?

Page 8: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Change Management Level Set • Personal growth and

development

• Reducing impact of change

• Empathy, understanding, and encouragement

• Clear communication

• Managing expectations

• Creating an engaged culture

Helps reduce the impact that change has on an organization, its culture, its people, and its ability to fulfill its vision and mission

Page 9: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Identity

Incremental Change

Feedback Loops

Personal growth and development

Reducing impact of change

Empathy, understanding, and encouragement

Creating an engaged culture

Managing expectations

Clear communication

Pull-system

Flow

Limit WIP

Predictability

Visibility

Focus

Explicit Policies

Kanban Change Management

Page 10: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Identity

Roles, Responsibilities, Skills, Sense of Self

Page 11: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

IdentityA sense of identity is what makes every person, team and organization unique:

• biographies• role identities• unique characteristics• personal experiences (private &

public)

Page 12: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Page 13: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Small, incremental change

Gain agreement to pursue improvement through evolutionary change

Page 14: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Scrum Proto-KanbanDo ALL these – or you’re

not doing Scrum

Roles: Developer, Scrum Master, Product Owner

Artifacts: Product Backlog, Sprint Backlog, Increment

Events: The Sprint, Sprint Planning, Daily Scrum, Sprint Review, Sprint Retro

Start with what you do now &

For example, you may start without…

Kanban Cadences: Standup, Replenishment, Operations Review, Delivery Planning, etc.

Work in progress (WIP) limits or WIP limits per person

build towards a true Kanban System

Page 15: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Page 16: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Feedback Loops

At all levels

Page 17: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Feedback Loops

Shape and inform strategies

Across the whole system –not just at the team level

Page 18: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Benefits

Reduce Resistance – Less DisruptionContinuous Improvement

Page 19: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

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ReducesResistance

Page 20: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Managing Resistance

• Respect individual identity

• Encourage and advocate for management’s support and sponsorship

• Provide clarity around the details of the change (e.g. when/how it will be introduced and intended outcome)

• Communicate how roles, responsibilities, and value will translate during the change

• Engage, empower, and support change champions and coalitions

Page 21: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Less Disruption

Page 22: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

KanbanMany small j-curves to limit the disruption

Cost / pain of change

Payback period

Capability

Time

CurrentCapability

DesiredFuture Capability

Based on image from: David Anderson’s March 2017 Kanban Coaching Professional Masterclass

Reducing the disruption

Page 23: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Continuous Improvement

Page 24: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Feedback Loops Drive Continuous Improvement

Avoid the checklist trap

Never “done”

Evolving solution

Page 25: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

What Now?

Page 26: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Questions to consider…

Page 27: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Identity1. Have you considered how potential changes may impact an individual’s identity and their

perception of the value they provide?2. Do individuals understand how their skills, role, and responsibilities will be impacted by the

change?3. Do individuals buy-in to the proposed changes?

Incremental Change1. How can larger changes be broken up into many smaller efforts?2. What high value activities or process changes can be made at the start to encourage buy-in and

ease the transition?

Feedback Loops 1. Are you creating and promoting a safe space for people to ask questions and voice concerns? 2. Have you communicated the cadence and forums in which feedback will be gathered? 3. Are you gathering feedback across the whole system?

Page 28: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

In Summary…• Consider Kanban as an alternative

path to agility

• Kanban’s change management principles help:

• Reduce resistance• Limit disruption• Create a continuous improvement

culture• Increase the likelihood of success

and achieving lasting change

Page 29: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

ResourcesKanban: Successful Evolutionary Change for Your Technology Business

Lean from the Trenches: Managing Large-Scale Projects with Kanban

The 8-Step Process for Leading Change

Prosci

Page 30: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,

excella.com | @excellaco

Questions?

Page 31: Julie Wyman & Sarah Shirck - scrumalliance.org · Roles: Developer, Scrum Master, Product Owner Artifacts: Product Backlog, Sprint Backlog, Increment Events: The Sprint, Sprint Planning,