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Executing Change Management with Agile Practices | PDF
E X ECUTING C H ANGE 
P ROJECTS WITH A G I L E 
P RACT I C E S 
JASON LITTLE 
WWW.L E A N C H A N G E . O RG 
@JASONLITTLE
3 AGILE PRACTICES FOR MANAGING CHANGE 
EXECUTING THE CHANGE USING SCRUM 
EXECUTING THE CHANGE USING KANBAN 
TREATING YOUR ‘CHANGE’ LIKE A ‘PRODUCT’
WHAT IS SCRUM? 
Product Owner: prioritizes 
the work 
The Team: Figures out how to 
do the work 
Scrum Master: facilitates the 
process 
ROLES 
1 -USING SCRUM TO EXECUTE CHANGE PROJECTS 
planning: 
team pulls 
work 
backlog: 
list of work 
to do 
sprint: 
period of time where 
the team works on stuff 
demo: 
team shows 
what they did 
retrospective: 
team adjusts 
based on 
feedback 
PROCESS 
- iterative 
- fixed time boxes 
- meet daily for 15 minutes 
- review/update strategy 
as necessary
REQUIREMENTS IN SCRUM 
1 -USING SCRUM TO EXECUTE CHANGE PROJECTS 
User Stories: 
as a <user> I want <this 
feature> 
so I can <get this benefit> 
Acceptance Criteria: 
how do you know when this 
story is “done”? A user story about change: 
as a manager, I want to know how my 
role changes with Agile so I can 
support my team Acceptance Criteria for the change: 
This change is ‘done’ when the team’s 
happiness index increases
APPLYING SCRUM TO CHANGE PROJECTS 
User stories put the focus on the people affected by the change over 
inventing changes the change team thinks are the best. 
Daily standup meetings keep the change team in sync. 
Time-boxes and demos show progress sooner. 
Retrospectives allow the change team to adjust to stakeholder and system 
feedback. 
to do in progress done Big visible information radiators keep the team aligned and act as 
a communication tool 
1 -USING SCRUM TO EXECUTE CHANGE PROJECTS
CHALLENGES WITH APPLYING SCRUM TO CHANGE PROJECTS 
Extremely difficult to define “done” for a change versus “done” for a software 
feature. 
Can be confusing to refer to everyone as “team member”, some team 
members may need to be more specialized. 
Change is unpredictable, difficult to commit to “finishing user stories” within a 
sprint. 
Frequent changes can lead to thrashing and change fatigue. 
to do in progress done 
Changes that drag on can lead to a stale big visible wall. 
1 -USING SCRUM TO EXECUTE CHANGE PROJECTS
WHAT IS KANBAN? 
1 - Start where you are 
2 - Model your existing process 
3 - Limit your work in progress 
to do analysis build done 
2 - USING KANBAN TO EXECUTE CHANGE PROJECTS
APPLYING KANBAN TO CHANGE PROJECTS 
User stories aren’t prescribed in Kanban. Refer to changes as “experiments” 
or “work items” 
Daily standup meetings focus on keeping work moving across the big 
visible kanban board. 
Progress is shown as “work items” are completed, not at regular intervals. 
Retrospectives can still be used at regular intervals. 
to do in progress done Big visible information radiators keep the team aligned and act as 
a communication tool 
2 - USING KANBAN TO EXECUTE CHANGE PROJECTS
COMBINING IDEAS FROM BOTH 
quarterly objective 
January February March 
sprint 1 sprint 2 sprint 3 
2 - COMBINING IDEAS FROM BOTH 
Use Scrum release 
planning to set quarterly 
goal. Break down 
changes into monthly 
“sprints” 
Use Kanban within each 
monthly “sprint” to focus 
the change team. 
Later Next Month This Month Planning Executing Feedback
TREATING YOUR CHANGE LIKE A PRODUCT 
Start with a change team Vision Canvas… 
3 - TREAT YOUR CHANGE LIKE A PRODUCT 
Team vision 
Vision canvas created by Roman Pichler 
Users and 
Customers 
Customer 
Needs 
“Features” 
Value for the 
Organization
TREATING YOUR CHANGE LIKE A PRODUCT 
3 - TREAT YOUR CHANGE LIKE A PRODUCT 
…but tweak it a little 
Team vision 
Vision canvas created by Roman Pichler 
Who is 
affected by 
the change? 
What 
problems are 
we trying to 
help solve? 
What 
changes will 
help solve 
those 
problems? 
What 
business 
outcomes will 
show the 
changes 
worked?
TREATING YOUR CHANGE LIKE A PRODUCT 
3 - TREAT YOUR CHANGE LIKE A PRODUCT
TREATING YOUR CHANGE LIKE A PRODUCT 
Dig deeper into your ‘customers’ with personas 
Name, title, picture 
(be safe!!) 
About this persona 
This personas goals 
3 - TREAT YOUR CHANGE LIKE A PRODUCT 
What would they fear 
about this change?
TREATING YOUR CHANGE LIKE A PRODUCT 
map your personas on the Rogers’ adoption curve 
innovators 
and 
early adopters 
3 - TREAT YOUR CHANGE LIKE A PRODUCT 
early 
majority 
late 
majority 
laggards 
likely support likely resistance
BUILD. MEASURE. LEARN 
Apply Lean Startup Thinking 
3 - TREAT YOUR CHANGE LIKE A PRODUCT
BUILD. MEASURE. LEARN 
Always. Be. Measuring. 
How many people are reading your communications? 
3 - TREAT YOUR CHANGE LIKE A PRODUCT 
! 
How many are visiting your Sharepoint site? (hint: none) 
! 
What is the communication preference of your innovators and early 
adopters? 
! 
How happy are people with the change team? 
! 
How well supported do people feel by management to participate in the 
change? 
These measurements help shape future changes
lIKE WHAT YOU SEE? 
"This is a key piece of work for further advancing 
agile, lean and change management. It's a must read 
for anyone starting a transformation" - Jamie 
Longmuir, Agile Practitioner 
! 
Lean Change Management is a collection of innovative 
practices for managing organizational change. It 
combines ideas from Lean Startup, Agile, Neuroscience 
and traditional change management to create a 
feedback-driven approach to change that can be 
adapted to any organization. 
Get the Book
WANT TO SEE MORE? 
BUILDING YOUR OWN CHANGE 
FRAMEWORK 
(SLIDESHARE) 
APPLYING LEAN STARTUP TO CHANGE 
(SLIDESHARE) 
VISUALIZING COMPLEX CHANGE 
(SLIDESHARE)
WWW.L EANCHANGE.ORG

Executing Change Management with Agile Practices

  • 1.
    E X ECUTINGC H ANGE P ROJECTS WITH A G I L E P RACT I C E S JASON LITTLE WWW.L E A N C H A N G E . O RG @JASONLITTLE
  • 2.
    3 AGILE PRACTICESFOR MANAGING CHANGE EXECUTING THE CHANGE USING SCRUM EXECUTING THE CHANGE USING KANBAN TREATING YOUR ‘CHANGE’ LIKE A ‘PRODUCT’
  • 3.
    WHAT IS SCRUM? Product Owner: prioritizes the work The Team: Figures out how to do the work Scrum Master: facilitates the process ROLES 1 -USING SCRUM TO EXECUTE CHANGE PROJECTS planning: team pulls work backlog: list of work to do sprint: period of time where the team works on stuff demo: team shows what they did retrospective: team adjusts based on feedback PROCESS - iterative - fixed time boxes - meet daily for 15 minutes - review/update strategy as necessary
  • 4.
    REQUIREMENTS IN SCRUM 1 -USING SCRUM TO EXECUTE CHANGE PROJECTS User Stories: as a <user> I want <this feature> so I can <get this benefit> Acceptance Criteria: how do you know when this story is “done”? A user story about change: as a manager, I want to know how my role changes with Agile so I can support my team Acceptance Criteria for the change: This change is ‘done’ when the team’s happiness index increases
  • 5.
    APPLYING SCRUM TOCHANGE PROJECTS User stories put the focus on the people affected by the change over inventing changes the change team thinks are the best. Daily standup meetings keep the change team in sync. Time-boxes and demos show progress sooner. Retrospectives allow the change team to adjust to stakeholder and system feedback. to do in progress done Big visible information radiators keep the team aligned and act as a communication tool 1 -USING SCRUM TO EXECUTE CHANGE PROJECTS
  • 6.
    CHALLENGES WITH APPLYINGSCRUM TO CHANGE PROJECTS Extremely difficult to define “done” for a change versus “done” for a software feature. Can be confusing to refer to everyone as “team member”, some team members may need to be more specialized. Change is unpredictable, difficult to commit to “finishing user stories” within a sprint. Frequent changes can lead to thrashing and change fatigue. to do in progress done Changes that drag on can lead to a stale big visible wall. 1 -USING SCRUM TO EXECUTE CHANGE PROJECTS
  • 7.
    WHAT IS KANBAN? 1 - Start where you are 2 - Model your existing process 3 - Limit your work in progress to do analysis build done 2 - USING KANBAN TO EXECUTE CHANGE PROJECTS
  • 8.
    APPLYING KANBAN TOCHANGE PROJECTS User stories aren’t prescribed in Kanban. Refer to changes as “experiments” or “work items” Daily standup meetings focus on keeping work moving across the big visible kanban board. Progress is shown as “work items” are completed, not at regular intervals. Retrospectives can still be used at regular intervals. to do in progress done Big visible information radiators keep the team aligned and act as a communication tool 2 - USING KANBAN TO EXECUTE CHANGE PROJECTS
  • 9.
    COMBINING IDEAS FROMBOTH quarterly objective January February March sprint 1 sprint 2 sprint 3 2 - COMBINING IDEAS FROM BOTH Use Scrum release planning to set quarterly goal. Break down changes into monthly “sprints” Use Kanban within each monthly “sprint” to focus the change team. Later Next Month This Month Planning Executing Feedback
  • 10.
    TREATING YOUR CHANGELIKE A PRODUCT Start with a change team Vision Canvas… 3 - TREAT YOUR CHANGE LIKE A PRODUCT Team vision Vision canvas created by Roman Pichler Users and Customers Customer Needs “Features” Value for the Organization
  • 11.
    TREATING YOUR CHANGELIKE A PRODUCT 3 - TREAT YOUR CHANGE LIKE A PRODUCT …but tweak it a little Team vision Vision canvas created by Roman Pichler Who is affected by the change? What problems are we trying to help solve? What changes will help solve those problems? What business outcomes will show the changes worked?
  • 12.
    TREATING YOUR CHANGELIKE A PRODUCT 3 - TREAT YOUR CHANGE LIKE A PRODUCT
  • 13.
    TREATING YOUR CHANGELIKE A PRODUCT Dig deeper into your ‘customers’ with personas Name, title, picture (be safe!!) About this persona This personas goals 3 - TREAT YOUR CHANGE LIKE A PRODUCT What would they fear about this change?
  • 14.
    TREATING YOUR CHANGELIKE A PRODUCT map your personas on the Rogers’ adoption curve innovators and early adopters 3 - TREAT YOUR CHANGE LIKE A PRODUCT early majority late majority laggards likely support likely resistance
  • 15.
    BUILD. MEASURE. LEARN Apply Lean Startup Thinking 3 - TREAT YOUR CHANGE LIKE A PRODUCT
  • 16.
    BUILD. MEASURE. LEARN Always. Be. Measuring. How many people are reading your communications? 3 - TREAT YOUR CHANGE LIKE A PRODUCT ! How many are visiting your Sharepoint site? (hint: none) ! What is the communication preference of your innovators and early adopters? ! How happy are people with the change team? ! How well supported do people feel by management to participate in the change? These measurements help shape future changes
  • 17.
    lIKE WHAT YOUSEE? "This is a key piece of work for further advancing agile, lean and change management. It's a must read for anyone starting a transformation" - Jamie Longmuir, Agile Practitioner ! Lean Change Management is a collection of innovative practices for managing organizational change. It combines ideas from Lean Startup, Agile, Neuroscience and traditional change management to create a feedback-driven approach to change that can be adapted to any organization. Get the Book
  • 18.
    WANT TO SEEMORE? BUILDING YOUR OWN CHANGE FRAMEWORK (SLIDESHARE) APPLYING LEAN STARTUP TO CHANGE (SLIDESHARE) VISUALIZING COMPLEX CHANGE (SLIDESHARE)
  • 19.