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IAD2014
fabioarmani
IAD2014
fabioarmani
in detail
8. Required Investment
Constraints around time, cost and effort
7. Wins
Moral
Performance
Capability
1. Urgency
Top 3 drivers, and what
needs to change
Capability of Org to
execute:
5. Target State
Strategic pillars, common
enablers, etc.
6. Success Criteria
Change will stick when
…
3. Vision
Single compelling
statement that describes
what the “destination“
looks like
Key Behaviours:
4. Communication
2 way path of
communication
9. Action
Key methods used to
implement change
2. Change Recipients
Who is impacted by the
change
Guiding Teams:
Lean	Change	Canvas	 XYZ	Company	
04-Jan-2013	
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MVC -
1
MVC -
•  Root Cause Analysis
•  Five Whys
•  Value Stream Mapping
•  Waste:
–  Partially done work
–  Extra features
–  Delays
–  Defects
–  …
MVC #
•  Articulate Urgency for your MVC by performing root
cause analysis
–  Collaborate with your change participants to outline a set of
benefits that will matter to them
–  Chose some qualitative benefits, such as morale, improved
capability … customer satisfaction
–  Select some quantitative benefits, improvements in lead time …
MVC -
2
MVC -
•  Locate Change Participants within the Organization
•  MVC that could be targeted at change participants
include:
–  Helping Managers and executives improve organizational agility
(Jurgen Appelo’s Managemnt 3.0 framework)
–  Helping developer achieve better agility through adoption of CI and
test driven development
–  Piloting particular Agile method (e.g Kanban, Scrum, eXtreme
Programming …) or practice (TDD, story mapping …) to help a specific
team improve their delivery
MVC #
•  Associate your MVC Canvas with a set of Change
Participants
1.  Annotate your stream map and/or 5 Whys analysis with
impacted participants
2.  Evaluate specific change participants in terms of their
willingness and capability to serve as a change champion and
part of a guiding team
3.  Add the the appropriate change participants to your Change
Canvas, segmenting by role (impacted or acting as
stakeholders)
4.  Annotate each participant to associate them with the problem/
countermeasure in the urgency section
MVC -
3
MVC -
•  The Vision portion is all about articulating the objectives
of your MVC in a single compelling statement that
resonate with recipients
–  Fat a minimum, the Vision section requires a single, bold
statement
–  A good Vision is short and memorable
–  Determine an overall cadence/heartbeat for each of your
communications
–  Create an initial backlog of communication : send out
Vision – LEGO Movie
MVC #
•  Formulate a Vision for your MVC
1.  Conduct a workshop with your recipients to come up with a
Vision statement that is concise, bold and encourages action!
2.  See if you can encourage one of your recipients to engage in
some visual thinking.
3.  Create a drawing or a Change Sculpture (e.g. with LEGO) that
represents the change Vision
MVC –
4
MVC –
•  Target Options represent what the working environment
may look after the change initiative has been
successfully implemented
–  Consider a number of elements in telling the story of variuos
target options
•  Value Network Design
–  Helps articulate and refine target options
•  Knowledge workers organization
–  Jurgen Appelo
–  Don Reinersten
–  David J. Anderson
Target	Op9ons
ValueNetworkDesign
ValueNetworkDesign
•  The atomic unit is a cross-
functional team
•  Feature teams / Components
teams
•  Community of Practices
•  Disciplines
MVC #
•  Design a Value Network for your MVC for one Target
Option and summarize on the Change Canvas
1.  Collaborate with your change participants to outline a set of
benefits that will matter to them
2.  Chose some qualitative benefits, such as morale, improved
capability … customer satisfaction
3.  Select some quantitative benefits, improvements in lead time
…
MVC -
4
MVC -
•  Determine how you will support your MVC with
Communication
–  Figure out your overall flow of communication
–  Consider channels of communication
–  Determine an overall cadence/heartbeat for each of your
communications
–  Create an initial backlog of communication : send out
MVC #
•  Outline the benefits of your MVC on the Change Canvas
1.  Collaborate with your change participants to outline a set of
benefits that will matter to them
2.  Chose some qualitative benefits, such as morale, improved
capability … customer satisfaction
3.  Select some quantitative benefits, improvements in lead time
…
MVC -
•  Plan Change in a co-creative way
•  Expect your change plan to be wrong
MVC #
•  Determine how you will support your MVC with
Communication
1.  Figure out your overall flow of communication
2.  Consider channels of communication
3.  Determine an overall cadence/heartbeat for each of your
communications
4.  Create an initial backlog of communication : send out
Change Canvas
•  Plan Change in a co-creative way
•  Expect your change plan to be wrong
Plan Change in a co-creative way
#leanChange
Adopting Agile methods leads to a profund
change in thinking, values and capability
These are both boats …
But a steamboat … … is nothing like a motor boat
Adopting Agile methods leads to a profund
change in thinking, values and capability
•  A legacy
organization ...
Adopting Agile methods leads to a profund
change in thinking, values and capability
… is not like an
agile organization
Organizational Change
•  The leads to a flawed view of organizational change
Current	state	 Desired	state	
Assessment	 Gap	Analysis	 Plan	
Vision
We need a different mental model
•  The organization as a Complex Adaptive System (CAS)
Complex Adaptive System
•  A dynamic network of many agents
–  acting in parallel
–  acting and reacting to what other agents are doing
•  Control is highly dispersed and decentralized
•  Overall system behavior is the result of a huge number
of decisions made constantly by many agents
Local goals and gaps
•  Local agents (individual, project teams, discipline
coworkers) identify local gaps based on their local goals
Vision	
Current	state	 Desired	state	
Local	ac9ons	
Inspect	
Current	state	 Desired	state	
Local	ac9ons	
Inspect	
Current	state	 Desired	state	
Local	ac9ons	
Inspect
Different views of success
•  Newtonian view
–  Success = closing the gap with the desired state
•  CAS view
–  Success = achieving a good fit with the environment
ADAPTing to Agile
Development
A	
D	
A	
P	
T	
Awareness	that	the	current	approach	isn’t	working	
Desire	to	change	
Ability	to	work	in	an	agile	manner	
Promote	early	successes	to	build	momentum	and	get	
others	to	follow	
Transfer	the	impact	of	agile	throughout	the	
organiza9on	so	that	it	s9cks
Individual and group change
•  All individuals will need to move through the Awareness,
Desire, and Ability stages
–  But will do so at different rates
•  Early adopters and leaders:
–  Use the Promote stage to build Awareness and Desire in later
adopters
–  Need to Transfer the impact of agile to groups like Human
Resources or the transition will fail
49	
pilot projects
The	Purpose	of	the	Transforma9on	
Canvas	
•  Why do we need a Transformation Canvas?
•  Change Canvas > Minimal Viable Change
•  Change Agents can validate a MVC by
moving it through the Validated Change
Lifecycle
Transforma9on	Canvas	
•  Ground and constrain various MVCs that
pass through the organization
•  Point of reference
Transforma9on	Canvas	
•  Models the elements of an Enterprise/
Organizational Transformation
•  Different in scope
•  Models the the concern of:
–  Entire organization
–  Very large subset of it
•  The TC can be validated through the
implementation of one or more MVC
TC #
•  Run a Transformation Canvas Workshop to plan an Agile
Enterprise Transformation
1.  Determine who will participate in the workshop
2.  Decide if you need to run sessions for multiple groups
3.  Conduct your transformation generation workshop(s) : visual
thinking
Traversing	the	Canvas	based	on	Risk	
•  Common Transformation Risks:
–  Resistance to change
–  Correctness of change: incorrect changes >
wrong for the organization
–  Unsustainable change (revert to previous ways of
working)
Across	mul9ple	Risks	
•  Risks will be mitigated by jumping across the
canvas:
–  Switching between risk types
Prioritizing MVCs for a
Transformation
A documented, detailed
process cannot match the
complexity of the human brain!
“
Agile and Lean provide a Vision
for Success in today’s Complex
Customer Driven World
Executing on Lean and Agile
requires a fundamental shift in the
way most organizations work
The Big C-Change traditionally
used by Big C-Consulting firms is
fundamentally wrong for Agile
Change
Using Scrum to Inspect and Adapt
– A better approach to agile
change, but often results in to
large a change that does not fit all
context
Kanban – a viral, evolutionary
approach to change
management
Lean Change – combining
Kanban, Kotter’s 8 Steps and
Lean Startup Thinking
thanks
Fabio Armani
www.open-ware.org
f.armani@open-ware.org, @fabioarmani

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Lean Change Management (part II) - IAD 2014

  • 1.
  • 4.
  • 6. 8. Required Investment Constraints around time, cost and effort 7. Wins Moral Performance Capability 1. Urgency Top 3 drivers, and what needs to change Capability of Org to execute: 5. Target State Strategic pillars, common enablers, etc. 6. Success Criteria Change will stick when … 3. Vision Single compelling statement that describes what the “destination“ looks like Key Behaviours: 4. Communication 2 way path of communication 9. Action Key methods used to implement change 2. Change Recipients Who is impacted by the change Guiding Teams: Lean Change Canvas XYZ Company 04-Jan-2013 This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text, This is a sample text, insert your own text,
  • 8. MVC - •  Root Cause Analysis •  Five Whys •  Value Stream Mapping •  Waste: –  Partially done work –  Extra features –  Delays –  Defects –  …
  • 9. MVC # •  Articulate Urgency for your MVC by performing root cause analysis –  Collaborate with your change participants to outline a set of benefits that will matter to them –  Chose some qualitative benefits, such as morale, improved capability … customer satisfaction –  Select some quantitative benefits, improvements in lead time …
  • 11. MVC - •  Locate Change Participants within the Organization •  MVC that could be targeted at change participants include: –  Helping Managers and executives improve organizational agility (Jurgen Appelo’s Managemnt 3.0 framework) –  Helping developer achieve better agility through adoption of CI and test driven development –  Piloting particular Agile method (e.g Kanban, Scrum, eXtreme Programming …) or practice (TDD, story mapping …) to help a specific team improve their delivery
  • 12.
  • 13. MVC # •  Associate your MVC Canvas with a set of Change Participants 1.  Annotate your stream map and/or 5 Whys analysis with impacted participants 2.  Evaluate specific change participants in terms of their willingness and capability to serve as a change champion and part of a guiding team 3.  Add the the appropriate change participants to your Change Canvas, segmenting by role (impacted or acting as stakeholders) 4.  Annotate each participant to associate them with the problem/ countermeasure in the urgency section
  • 15. MVC - •  The Vision portion is all about articulating the objectives of your MVC in a single compelling statement that resonate with recipients –  Fat a minimum, the Vision section requires a single, bold statement –  A good Vision is short and memorable –  Determine an overall cadence/heartbeat for each of your communications –  Create an initial backlog of communication : send out
  • 17. MVC # •  Formulate a Vision for your MVC 1.  Conduct a workshop with your recipients to come up with a Vision statement that is concise, bold and encourages action! 2.  See if you can encourage one of your recipients to engage in some visual thinking. 3.  Create a drawing or a Change Sculpture (e.g. with LEGO) that represents the change Vision
  • 19. MVC – •  Target Options represent what the working environment may look after the change initiative has been successfully implemented –  Consider a number of elements in telling the story of variuos target options •  Value Network Design –  Helps articulate and refine target options •  Knowledge workers organization –  Jurgen Appelo –  Don Reinersten –  David J. Anderson
  • 22. ValueNetworkDesign •  The atomic unit is a cross- functional team •  Feature teams / Components teams •  Community of Practices •  Disciplines
  • 23. MVC # •  Design a Value Network for your MVC for one Target Option and summarize on the Change Canvas 1.  Collaborate with your change participants to outline a set of benefits that will matter to them 2.  Chose some qualitative benefits, such as morale, improved capability … customer satisfaction 3.  Select some quantitative benefits, improvements in lead time …
  • 25. MVC - •  Determine how you will support your MVC with Communication –  Figure out your overall flow of communication –  Consider channels of communication –  Determine an overall cadence/heartbeat for each of your communications –  Create an initial backlog of communication : send out
  • 26. MVC # •  Outline the benefits of your MVC on the Change Canvas 1.  Collaborate with your change participants to outline a set of benefits that will matter to them 2.  Chose some qualitative benefits, such as morale, improved capability … customer satisfaction 3.  Select some quantitative benefits, improvements in lead time …
  • 27.
  • 28. MVC - •  Plan Change in a co-creative way •  Expect your change plan to be wrong
  • 29. MVC # •  Determine how you will support your MVC with Communication 1.  Figure out your overall flow of communication 2.  Consider channels of communication 3.  Determine an overall cadence/heartbeat for each of your communications 4.  Create an initial backlog of communication : send out
  • 30. Change Canvas •  Plan Change in a co-creative way •  Expect your change plan to be wrong
  • 31. Plan Change in a co-creative way #leanChange
  • 32.
  • 33.
  • 34.
  • 35.
  • 36. Adopting Agile methods leads to a profund change in thinking, values and capability These are both boats … But a steamboat … … is nothing like a motor boat
  • 37. Adopting Agile methods leads to a profund change in thinking, values and capability •  A legacy organization ...
  • 38. Adopting Agile methods leads to a profund change in thinking, values and capability … is not like an agile organization
  • 39.
  • 40.
  • 41. Organizational Change •  The leads to a flawed view of organizational change Current state Desired state Assessment Gap Analysis Plan Vision
  • 42. We need a different mental model •  The organization as a Complex Adaptive System (CAS)
  • 43. Complex Adaptive System •  A dynamic network of many agents –  acting in parallel –  acting and reacting to what other agents are doing •  Control is highly dispersed and decentralized •  Overall system behavior is the result of a huge number of decisions made constantly by many agents
  • 44. Local goals and gaps •  Local agents (individual, project teams, discipline coworkers) identify local gaps based on their local goals Vision Current state Desired state Local ac9ons Inspect Current state Desired state Local ac9ons Inspect Current state Desired state Local ac9ons Inspect
  • 45. Different views of success •  Newtonian view –  Success = closing the gap with the desired state •  CAS view –  Success = achieving a good fit with the environment
  • 48. Individual and group change •  All individuals will need to move through the Awareness, Desire, and Ability stages –  But will do so at different rates •  Early adopters and leaders: –  Use the Promote stage to build Awareness and Desire in later adopters –  Need to Transfer the impact of agile to groups like Human Resources or the transition will fail
  • 50.
  • 51.
  • 52. The Purpose of the Transforma9on Canvas •  Why do we need a Transformation Canvas? •  Change Canvas > Minimal Viable Change •  Change Agents can validate a MVC by moving it through the Validated Change Lifecycle
  • 53.
  • 54.
  • 55. Transforma9on Canvas •  Ground and constrain various MVCs that pass through the organization •  Point of reference
  • 56.
  • 57. Transforma9on Canvas •  Models the elements of an Enterprise/ Organizational Transformation •  Different in scope •  Models the the concern of: –  Entire organization –  Very large subset of it •  The TC can be validated through the implementation of one or more MVC
  • 58.
  • 59. TC # •  Run a Transformation Canvas Workshop to plan an Agile Enterprise Transformation 1.  Determine who will participate in the workshop 2.  Decide if you need to run sessions for multiple groups 3.  Conduct your transformation generation workshop(s) : visual thinking
  • 60. Traversing the Canvas based on Risk •  Common Transformation Risks: –  Resistance to change –  Correctness of change: incorrect changes > wrong for the organization –  Unsustainable change (revert to previous ways of working)
  • 61.
  • 62. Across mul9ple Risks •  Risks will be mitigated by jumping across the canvas: –  Switching between risk types
  • 63.
  • 64. Prioritizing MVCs for a Transformation
  • 65.
  • 66.
  • 67.
  • 68.
  • 69.
  • 70. A documented, detailed process cannot match the complexity of the human brain! “
  • 71. Agile and Lean provide a Vision for Success in today’s Complex Customer Driven World
  • 72.
  • 73.
  • 74.
  • 75.
  • 76.
  • 77. Executing on Lean and Agile requires a fundamental shift in the way most organizations work
  • 78. The Big C-Change traditionally used by Big C-Consulting firms is fundamentally wrong for Agile Change
  • 79. Using Scrum to Inspect and Adapt – A better approach to agile change, but often results in to large a change that does not fit all context
  • 80. Kanban – a viral, evolutionary approach to change management
  • 81. Lean Change – combining Kanban, Kotter’s 8 Steps and Lean Startup Thinking
  • 82.
  • 83.