Agile Transformation A to Z | How To Make Any Company Agile

Embedding Agility: Mindset, Frameworks, Tools, Finances, HR, Org Design & Beyond
Instructor:
Masha Ostroumova
16 students enrolled
English
Initiate Agile: Begin your corporate Agile transformation journey
Align & Plan: Strategize and ensure organizational alignment for Agile transformation
Drive with Work Streams: Set up and leverage work streams to steer Agile changes
Framework Fit: Choose and tailor the ideal Agile framework for large-scale orgs
Pilot Agile: Strategically plan and launch Agile test pilots
Agile Architecture: Modify your organizational structure to fit Agile ideals
Team Selection: Handpick individuals suited for every Agile role
Capability Crafting: Design a comprehensive capability enhancement plan
Revamp Planning: Overhaul organizational and financial planning for Agile
Performance Redesign: Innovate your approach to performance management
Lead the Leaders: Coach and mentor your leadership for Agile success
Toolbox Transformation: Discover and introduce essential tools for Agile transition
Organizational Overhaul: Plan and roll out a total Agile organizational shift
Measure Mastery: Evaluate and celebrate the successes of your Agile transformation

Facing the Agile Puzzle?

More companies are turning to Agile every day. It promises so much – speed, adaptability, a customer-first approach. But let’s be real: transforming your ways of working is not a walk in the park. Many things can and probably will go wrong during Agile transformation if you have never done it before and are hoping to wing it.

What if You Had a Map?

I’ve designed this course to be that very map for you. Here, we’ll journey beyond just selecting a framework. Together, we’ll chart a course through setting crystal-clear goals, evolving organizational structures, empowering leadership, re-envisioning performance metrics, refining planning processes, and sidestepping common pitfalls.

Hi, I’m Masha, your instructor

I’m the founder of Agile Apothecary and an enterprise Agile coach. My experiences span a variety of industries, from IT and retail to banking and manufacturing, across continents – be it the US, Japan, Australia, and more. With this rich tapestry of experiences, I aim to guide you through each intricate step of the Agile transformation.

Who Is This Course For?

If you’re a part of the middle to top-tier management, an entrepreneur, or an Agile coach, you’ll find this course invaluable.

Ready to make Agile work for you? Dive in and let’s transform together!

Introduction to Agile Transformation

1
About this course and your instructor

Welcome to the course! From this lesson you will learn how to maximize the outcomes of this course, you will get to know your instructor and get ready to dive into the world of Agile

2
Defining Agile and Business Agility

From this lesson we will establish the shared understanding of the concepts of "Agile" and "Business Agility". You will also learn why "Agile methodology" is an incorrect term (at least in my opinion).

3
Purpose of Agile transformation

From this lesson you will learn the importance of identifying the purpose of Agile transformation up front.

4
Key elements of Agile transformation

In this lesson we will go through the key modules of this course and discuss the most important elements of any enterprise Agile transformation

Before You Start: How to Build Alignment and Identify Goals

1
Important questions to ask before going into transformation

In this lesson you will learn about the major points that need to be discussed and agreed upon before the Agile transformation is initiated in the organization.

2
Setting the goals and measuring success

In this lesson we will define the framework for setting up transformation goals - we are not trying to become Agile for the sake of becoming Agile, right?

3
Leadership commitment

In this lesson we will align on the key responsibilities of leadership and the level of commitment we need to achieve in order for our transformation to succeed

4
Capability building approach

In this lesson we will cover the key decisions an organization needs to make regarding the capability building approach before starting an Agile transformation

5
Steering Committee and work streams

In this lesson we will discuss the key workstreams you need to establish for the Agile transformation and the structure of the Transformation Committee (or Steering Committee)

Deciding on Agile Framework

1
About Agile frameworks at scale

In this lesson we will talk about 3 most commonly used Agile at Scale frameworks - Scrum of Scrum (and Nexus), LeSS and SAFe

2
How to choose a framework

From this lesson you will learn what are the most important considerations to take into account when selecting a framework for the organization.

3
"Spotify model" - what is it?

From this lesson you will learn what is "Spotify model", how it is different from Agile at Scale frameworks and why it is most commonly used as the base for large scale Agile transformations.

4
Common challenges

In this lesson we will go over a few challenges organizations frequently face when choosing Agile frameworks

Running Pilots

1
What are pilots and why do you need them?

From this lesson you will learn what Agile pilots are and why they are critical for the success of Agile transformation

2
How to select teams for pilots

In this lesson we will outline the criteria for selecting the best pilot teams and making sure we set them (and the whole Agile transformation) for success

3
Setting up pilots for success

From this lesson you will learn the necessary steps you need to take in order to kick off and train your pilot teams so that they bring the desired outcomes

4
Applying learnings from pilots

In this lesson we will dive deep into the key learnings we need to get from the pilot teams and understand how these learnings would help us with the Agile transformation.

5
Common challenges

From this lesson you will learn what often goes wrong with pilots and how to avoid common mistakes

Changing the Organizational Structure

1
Functional teams, cross-functional teams, back office

From this lesson you will learn about the difference between functional and cross-functional teams and identify the strategy for your back office teams

2
Difference between product and project team

In this lesson we will be diving into the differences between project and product teams and why we need product (rather than project) teams in the Agile organization.

3
Defining customer and business value

From this lesson you will learn how to identify the units of customer value for your organization

4
Inventory and org planning

From this lesson you will learn how to approach the first step of organizational design - inventory and how to identify your tribes and squads

5
Tribes, Squad, Chapters, CoEs - what do you need them for?

From this lesson you will learn how to refine your organizational structure and add Chapters and CoE/Guilds to your org design.

6
Common challenges

From this lesson you will learn about the common challenges that organizations often face when approaching organizational design

Selecting People

1
Tribe Lead - selection criteria

From this lesson your will learn what are selection criteria and how to define the selection criteria for the senior leadership - tribe leads.

2
Chapter Lead - selection criteria

From this lesson you will learn about the key qualities to look for when selecting Chapter leads for your organization.

3
Product Owner - selection criteria

From this lesson you will learn how to select Product owners and what are the key traits to look for in order to find the right people for this role

4
Scrum Master or Agile Coach?

In this lesson we will discuss whether you would need Agile masters or Scrum masters, what should the ratios be and how to select the right people for these roles

5
Common challenges

In this lesson we will talk about the common challenges that arise during the selection process

Building Capabilities

1
Common principles

In this lesson you will learn about common principles that need to be applied when designing capability building program for the Agile transformation

2
Defining the timeline

From this lesson you will learn how to plan the capability building timeline for the Agile transformation

3
Key capabilities for leadership roles

In this lesson we will cover the key parts of training program that Tribe leads and Chapter leads need to go through in order to be successful in their roles

4
Key capabilities for Product Owner

From this lesson you will learn how to train the new Product owners to prepare them for the Agile transformation

5
Key capabilities for Scrum Master/Agile Coach

From this lesson you will learn how to make sure the new Agile coaches and Scrum masters are ready for the Agile transformation

6
Key capabilities for team members

In this lesson we will discuss what to include in the training program for the team members and how to approach the training

7
Success criteria

From this lesson you will learn what is the definition of success for the capability building program and what you can expect to achieve.

8
Common challenges

In this lesson we will discuss the issues that a lot of organizations face when approaching the capability building for Agile transformation

Setting Goals and Planning

1
About Agile planning principles and OKRs

In this lesson you will learn about the general Agile planning principles and the concept of OKRs

2
Bottom up and top down planning approaches

In this lesson we will review the pros and cons of bottom-up and top-down approaches to goal setting

3
Quarterly planning process

From this lesson you will learn how to plan and run QBR - quarterly business review, the secret sauce of any successful Agile transformation

4
Financial planning

In this lesson we will discuss the key principles of financial planning during QBR

5
Dependencies management

From this lesson you will learn how Agile organizations approach dependencies management as part of QBR and also in their daily processes

6
Common challenges

In this lesson we will review some common challenges and mistakes that organizations tend to make when approaching the planning process.

Performance management

1
Why does this need to change?

In this lesson we will discuss the reasons why the performance management system (as well as career progression and reward systems!) need to change

2
T-shaped professionals - what does it really mean?

From this lesson you will learn about the concept of T-shaped specialists and understand why we want people in Agile organization to fit this profile.

3
Understanding contribution models

In this lesson we will go over the elements of contribution model in order to understand how it works

4
Designing career paths and contribution models

In this lesson you will learn how to create contribution models during Agile transformation

5
360 review principles and challenges

From this lesson you will learn how 360 reviews are conducted in Agile organizations

6
Common challenges

In this lesson we will analyze the common challenges that organizations often face when designing the people model

Leadership

1
Principles of servant leadership

In this lesson we will dive deep into the concept of servant leadership and you will learn what makes Agile leaders different from traditional managers

2
Making the leadership change

In this lesson we will discuss how to approach leadership transformation and why it is the most difficult yet most impactful part of Agile transformation

3
Building psychological safety

From this lesson you will learn what is psychological safety and what it takes to build psychological safety in the organization

4
About vulnerability

In this lesson we will talk about vulnerability - what it is, how it's different from weakness and why it is important for leaders to be able to show vulnerability

5
Giving and receiving feedback

In this lesson we will talk about ways to give and receive feedback in a non-confrontational way so that we can use it for personal and professional growth

Tools and Infrastructure

1
Working space

In this lesson we will discuss the important considerations for building Agile office space

2
Communication

In this lesson we will briefly cover the tools Agile teams need for communication and some important considerations when choosing tools

3
Work management

In this lesson I will cover the key requirements to work management tools and we will have a look into a few popular tools often used by Agile organizations

4
Sharing information

In this lesson we will discuss which tools a team needs in order to share information within the team and across the organization.

5
Reducing bureaucracy

In this lesson we will discuss bureaucracy - a reason a lot of Agile transformations end up going sideways - and ways to reduce and avoid it.

Day X

1
Different approaches to org change

In this lesson we will talk about 3 major approaches to organizational transformation: Big Bang, by tribe and by squad, comparing pros and cons of each approach

2
Planning and running bootcamps

In this lesson we will discuss guiding principles of bootcamp design for the Agile transfromation

3
Workshops

In this lesson I will explain why I consider workshops the critical element of Agile transformation, when to run them and how they are different from games

4
How to keep track

In this lesson we will recap our approach to measuring success and discuss how to measure organizational health

5
When to let go

In this lesson we will talk about the responsibilities of leadership in Agile organization and at which point we need to get rid of micromanagement

6
A few words about the baseline

In this lesson I will give you an insight into ways baseline works when applied to organizational health measurement

Bonus

1
What's next?

In this final lesson I will give you some tips that might be useful in your future and explain how to get your Agile skills endorsed by me on LinkedIn

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