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Nurturing Self-Organizing Teams




          Dr Rashina Hoda
          Leader, SEPTA Research
         The University of Auckland
               New Zealand
Who Is Rashina Hoda
Researcher, Lecturer, Consultant,
Author, and Wannabe-Supermom




twitter:    @agileRashina
website:    www.rashina.com
email:      rashina@gmail.com
On the Topic…
Hot off the Press
      IEEE Software article “Power to the People”,
      March 2013

Not so long ago
      XP2011, “Supporting Self-organizing Agile
      Teams”, Madrid, 2011

Ah, and that too
      PhD Thesis, “Self-Organizing Agile Software
      Development Teams: A Grounded Theory”, 2011
Power to the People
What’s Going On?
Inability of managers to adapt their style to the new age

Desire of people to take matter in their own hands

Fundamentally,
A widening gap between the two.
People no longer live – or want to live – under command and control.

New age ‘management’ style
      Adaptive, supportive, and collaborative leadership

Empowerment and Self-organization are here to stay
Agile Teams and …
THE SELF-ORGANIZING CONNECTION
SELF-ORGANIZING TEAMS
        Brand new from ages ago
             Humble beginnings
             Study of English coal miners, 1950s

             Self-Managing groups: 10-15 cross-trained people,
             autonomous, learning systems, assuming responsibilities
             of former supervisors


Complex adaptations
Complex Adaptive Systems,1990s

Characteristics of Self-Organizing Teams: informal
structure, strong sense of shared purpose, decide own
affairs
The Research
•   Industry-based, original PhD research, 2006-2011
•   58 Agile Practitioners from 23 Organizations
•   New Zealand, India, North America
•   Rounded perspective

•   Agile practices: Scrum + XP
•   Team size: 4 to 15 members
•   Project duration: 1 to 48 months
•   Organizational sizes: 10 to 300,000 employees

• Semi-structured interviews and observations
• Iterative rounds of data collection and analysis
• Finding common concepts, patterns in data

• Becoming self-organizing the biggest concern
Participants

   Geographic
   Distribution
                                    4%
  North
                                                     Org. Sizes
 America                       9%
   17%                                                    XS (<50)
               New                             31%
              Zealand                                     S (<500)
                44%
                         26%                              M (<5000)
India                                                     L (<50,000)
 39%                                     30%              XL (>100,000)
Participants

                 4%
            5%
       5%
                              Organizational Titles
  5%                    31%           Developer
                                      Agile Coach
                                      Senior Management
14%                                   Customer
                                      Tester
                                      BA
                                      Others
                  36%
Implications for Software Engineering
The Theory of Self-Organizing Agile Teams *

“explains how Agile teams take on informal, implicit, transient, and
spontaneous roles and perform balanced practices while facing
critical environmental factors.”

Main Findings

• Self-Organizing Roles
• Self-Organizing Practices
• Critical Factors influencing self-organizing teams
    – Senior Management Support
    – Customer Involvement


          *Rashina Hoda, Self-Organizing Agile Teams: A Grounded Theory, PhD Thesis, 2011
No, but really…
WHAT’S SENIOR MANAGEMENT
GOT TO DO WITH IT?
Management Influence on SO Teams

              Organizational Culture

             “Resource” Management
                                       Self-
Management                             Organizing
                    Contracts          Teams

              Customer Involvement
Organizational Culture
       “a standard set of basic suppositions
  invented, discovered or developed by the group
    when learning to face problems of external
       adaptation and internal integration*”
                              OR
       “The way we do things around here.”


What organization cultural traits are desired?

                 *Schein, E. H. Organizational Culture and Leadership, 1st edition ed.
                                           Jossey-Bass Publishers, San Franciso, 1985.
Building a Culture of Trust
  Calling all CTOs : Chief-Trusting-Officer


          Informal Structure

                          Openness

                                 Free flow of
                                 communication

                                         Environment
                                         of Trust
Building a Culture of Trust
“don't expect that you're going to be in any other
traditional hierarchical company...no matter if
its 4 years or three years [of experience], they
[team] can walk up to [CEO's name] and say
`this what you did, is [rubbish]' (laughs) and
[CEO] will say
`Oh, okay fine, let's discuss what happened'. So
people have that freedom to voice their opinion
very clearly. At the same time people will [give]
feedback to you.”
“Resource” Management
        Human-Resource [HR] : an oxymoron



What are the benefits of a dedicated team?

Why split people across projects?
People Dedicated to Projects
“What I think affected our project...[the
developer] was working on another project, he
didn't have enough time…space to chat with
anybody, to discuss ideas…to work with
anybody…that really impacted a lot of the work
he did in the last few months ... When you're
working in a team like this [Agile team] and
you've got to work quite closely, the individuals
in the team matter.”
                        - Product Owner, New
Contracts
 Fixed contracts do not help embrace change



Who sets fixed contracts?

Who needs to absorb change?
Agile Contracts
Encouraging flexible contracts

Offering options
      buy per iteration, swap features, exit

Adding a buffer to absorb change
Encouraging Participation
Software teams usually find it
“demotivating to be given ridiculous
deadlines”
by managers who
“don’t actually have a clue about the
technical challenges associated with
them” (Developer, NZ)

Invite teams to provide estimates…
                 when negotiating contracts.
Customer Involvement
              On-board, off-guard


Who sells Agile to customers?

Do customers realize their role?

Who suffers the consequences?
Customer Involvement
“The client reads [Scrum books] and what they see is
client can make changes all the time and they think
wow that sounds great! … They don't understand the
counter-balancing discipline [customer involvement] ...
Customer involvement is poor."
                                - Scrum Trainer, India

“Two of the [internal customers] responded lots and were
very...complaining, and at the end of the project their
business units loved it and the business unit that didn't
give much feedback - when it went to a user - started
complaining. And it's like well, if we didn't get any
critique
it's not really our fault!”
                                  - Developer, New
Customer Involvement
Selling the Full Story
   “In the sales room, even the way we work is
        Agile. We have two groups, one for
marketing, one for sales. We have stages for each
 teams - we use kind of post-its and put them up.
      So even our sales is Agile.”
                                    - Sales
                   Manager, India

Offer Product Owner Training
Back to conflicts…
IN THE SOFTWARE ENGINEERING
WORLD
The New Global Village
• Unprecedented access to information




• Unprecedented access to influence

• Anyone. Anywhere. Anytime.
The Same Old Office
Time for an IT
 Revolution?     WOAH!
Lessons for Bosses
Employ the hands-free, watchful-eyes
management approach

Expect your teamsteams to perform best. best.
        Trust your to perform their their
Teams are resources humans. Treat them so.
Sell customers Agile the full story.
Your Pick




Adored by millions          Awesome shoe-dodger

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Nurturing Self-Organizing Agile Teams

  • 1. Nurturing Self-Organizing Teams Dr Rashina Hoda Leader, SEPTA Research The University of Auckland New Zealand
  • 2. Who Is Rashina Hoda Researcher, Lecturer, Consultant, Author, and Wannabe-Supermom twitter: @agileRashina website: www.rashina.com email: rashina@gmail.com
  • 3. On the Topic… Hot off the Press IEEE Software article “Power to the People”, March 2013 Not so long ago XP2011, “Supporting Self-organizing Agile Teams”, Madrid, 2011 Ah, and that too PhD Thesis, “Self-Organizing Agile Software Development Teams: A Grounded Theory”, 2011
  • 4. Power to the People
  • 5. What’s Going On? Inability of managers to adapt their style to the new age Desire of people to take matter in their own hands Fundamentally, A widening gap between the two. People no longer live – or want to live – under command and control. New age ‘management’ style Adaptive, supportive, and collaborative leadership Empowerment and Self-organization are here to stay
  • 6. Agile Teams and … THE SELF-ORGANIZING CONNECTION
  • 7. SELF-ORGANIZING TEAMS Brand new from ages ago Humble beginnings Study of English coal miners, 1950s Self-Managing groups: 10-15 cross-trained people, autonomous, learning systems, assuming responsibilities of former supervisors Complex adaptations Complex Adaptive Systems,1990s Characteristics of Self-Organizing Teams: informal structure, strong sense of shared purpose, decide own affairs
  • 8. The Research • Industry-based, original PhD research, 2006-2011 • 58 Agile Practitioners from 23 Organizations • New Zealand, India, North America • Rounded perspective • Agile practices: Scrum + XP • Team size: 4 to 15 members • Project duration: 1 to 48 months • Organizational sizes: 10 to 300,000 employees • Semi-structured interviews and observations • Iterative rounds of data collection and analysis • Finding common concepts, patterns in data • Becoming self-organizing the biggest concern
  • 9. Participants Geographic Distribution 4% North Org. Sizes America 9% 17% XS (<50) New 31% Zealand S (<500) 44% 26% M (<5000) India L (<50,000) 39% 30% XL (>100,000)
  • 10. Participants 4% 5% 5% Organizational Titles 5% 31% Developer Agile Coach Senior Management 14% Customer Tester BA Others 36%
  • 11. Implications for Software Engineering The Theory of Self-Organizing Agile Teams * “explains how Agile teams take on informal, implicit, transient, and spontaneous roles and perform balanced practices while facing critical environmental factors.” Main Findings • Self-Organizing Roles • Self-Organizing Practices • Critical Factors influencing self-organizing teams – Senior Management Support – Customer Involvement *Rashina Hoda, Self-Organizing Agile Teams: A Grounded Theory, PhD Thesis, 2011
  • 12. No, but really… WHAT’S SENIOR MANAGEMENT GOT TO DO WITH IT?
  • 13. Management Influence on SO Teams Organizational Culture “Resource” Management Self- Management Organizing Contracts Teams Customer Involvement
  • 14. Organizational Culture “a standard set of basic suppositions invented, discovered or developed by the group when learning to face problems of external adaptation and internal integration*” OR “The way we do things around here.” What organization cultural traits are desired? *Schein, E. H. Organizational Culture and Leadership, 1st edition ed. Jossey-Bass Publishers, San Franciso, 1985.
  • 15. Building a Culture of Trust Calling all CTOs : Chief-Trusting-Officer Informal Structure Openness Free flow of communication Environment of Trust
  • 16. Building a Culture of Trust “don't expect that you're going to be in any other traditional hierarchical company...no matter if its 4 years or three years [of experience], they [team] can walk up to [CEO's name] and say `this what you did, is [rubbish]' (laughs) and [CEO] will say `Oh, okay fine, let's discuss what happened'. So people have that freedom to voice their opinion very clearly. At the same time people will [give] feedback to you.”
  • 17. “Resource” Management Human-Resource [HR] : an oxymoron What are the benefits of a dedicated team? Why split people across projects?
  • 18. People Dedicated to Projects “What I think affected our project...[the developer] was working on another project, he didn't have enough time…space to chat with anybody, to discuss ideas…to work with anybody…that really impacted a lot of the work he did in the last few months ... When you're working in a team like this [Agile team] and you've got to work quite closely, the individuals in the team matter.” - Product Owner, New
  • 19. Contracts Fixed contracts do not help embrace change Who sets fixed contracts? Who needs to absorb change?
  • 20. Agile Contracts Encouraging flexible contracts Offering options buy per iteration, swap features, exit Adding a buffer to absorb change
  • 21. Encouraging Participation Software teams usually find it “demotivating to be given ridiculous deadlines” by managers who “don’t actually have a clue about the technical challenges associated with them” (Developer, NZ) Invite teams to provide estimates… when negotiating contracts.
  • 22. Customer Involvement On-board, off-guard Who sells Agile to customers? Do customers realize their role? Who suffers the consequences?
  • 23. Customer Involvement “The client reads [Scrum books] and what they see is client can make changes all the time and they think wow that sounds great! … They don't understand the counter-balancing discipline [customer involvement] ... Customer involvement is poor." - Scrum Trainer, India “Two of the [internal customers] responded lots and were very...complaining, and at the end of the project their business units loved it and the business unit that didn't give much feedback - when it went to a user - started complaining. And it's like well, if we didn't get any critique it's not really our fault!” - Developer, New
  • 24. Customer Involvement Selling the Full Story “In the sales room, even the way we work is Agile. We have two groups, one for marketing, one for sales. We have stages for each teams - we use kind of post-its and put them up. So even our sales is Agile.” - Sales Manager, India Offer Product Owner Training
  • 25. Back to conflicts… IN THE SOFTWARE ENGINEERING WORLD
  • 26. The New Global Village • Unprecedented access to information • Unprecedented access to influence • Anyone. Anywhere. Anytime.
  • 27. The Same Old Office
  • 28. Time for an IT Revolution? WOAH!
  • 29. Lessons for Bosses Employ the hands-free, watchful-eyes management approach Expect your teamsteams to perform best. best. Trust your to perform their their Teams are resources humans. Treat them so. Sell customers Agile the full story.
  • 30. Your Pick Adored by millions Awesome shoe-dodger