lean & agile organizational leadership: history, theory, models, & popular ideas

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Lean & Agile Organizational Leadership Some” Leadership History, Theory, Models, & Popular Ideas Dr. David F. Rico, PMP , CSEP , ACP , CSM, SAFe Twitter: @dr_david_f_rico Website: http://www.davidfrico.com LinkedIn: http://www.linkedin.com/in/davidfrico Facebook: http://www.facebook.com/david.f.rico.9 Agile Capabilities: http://davidfrico.com/rico-capability-agile.pdf Agile Resources: http://www.davidfrico.com/daves-agile-resources.htm Agile Cheat Sheet: http://davidfrico.com/key-agile-theories-ideas-and-principles.pdf

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Page 1: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Lean & AgileOrganizational Leadership“Some” Leadership History, Theory,

Models, & Popular IdeasDr. David F. Rico, PMP, CSEP, ACP, CSM, SAFe

Twitter: @dr_david_f_ricoWebsite: http://www.davidfrico.com

LinkedIn: http://www.linkedin.com/in/davidfricoFacebook: http://www.facebook.com/david.f.rico.9

Agile Capabilities: http://davidfrico.com/rico-capability-agile.pdfAgile Resources: http://www.davidfrico.com/daves-agile-resources.htm

Agile Cheat Sheet: http://davidfrico.com/key-agile-theories-ideas-and-principles.pdf

Page 2: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Author BACKGROUND Gov’t contractor with 32+ years of IT experience B.S. Comp. Sci., M.S. Soft. Eng., & D.M. Info. Sys. Large gov’t projects in U.S., Far/Mid-East, & Europe

2

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Career systems & software engineering methodologist Lean-Agile, Six Sigma, CMMI, ISO 9001, DoD 5000NASA, USAF, Navy, Army, DISA, & DARPA projects Published seven books & numerous journal articles Intn’l keynote speaker, 100+ talks to 11,000 people Adjunct at GWU, UMBC, UMUC, Argosy, & NDMU Specializes in metrics, models, & cost engineeringCloud Computing, SOA, Web Services, FOSS, etc.

Page 3: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Information Age

3

U.S. is no longer an industrial age nation U.S. part of a group of post industrial countries U.S. consists of information age knowledge workers

Bell, D. (1999). The coming of post industrial society. New York, NY: Basic Books.

0%

20%

40%

60%

80%

100%

1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990

Perc

ent o

f Eco

nom

y

Information

Service

Industry

Agriculture

Page 4: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Today’s Whirlwind Environment

4

OverrunsAttritionEscalationRunawaysCancellation

GlobalCompetition

DemandingCustomers

OrganizationDownsizing

SystemComplexity

TechnologyChange

VagueRequirements

Work LifeImbalance

InefficiencyHigh O&MLower DoQVulnerableN-M Breach

ReducedIT Budgets

81 MonthCycle Times

RedundantData Centers

Lack ofInteroperability

PoorIT Security

OverburdeningLegacy Systems

ObsoleteTechnology & Skills

Pine, B. J. (1993). Mass customization: The new frontier in business competition. Boston, MA: Harvard Business School Press.Pontius, R. W. (2012). Acquisition of IT: Improving efficiency and effectiveness in IT acquisition in the DoD. Second Annual AFEI/NDIA Conference on Agile in DoD, Springfield, VA, USA.

Page 5: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Global Project Failures

5Standish Group. (2010). Chaos summary 2010. Boston, MA: Author.Sessions, R. (2009). The IT complexity crisis: Danger and opportunity. Houston, TX: Object Watch.

Challenged and failed projects hover at 67% Big projects fail more often, which is 5% to 10% Of $1.7T spent on IT projects, over $858B were lost

16% 53% 31%

27% 33% 40%

26% 46% 28%

28% 49% 23%

34% 51% 15%

29% 53% 18%

35% 46% 19%

32% 44% 24%

33% 41% 26%

0% 20% 40% 60% 80% 100%

1994

1996

1998

2000

2002

2004

2006

2008

2010

Year

Successful Challenged Failed

$0.0

$0.4

$0.7

$1.1

$1.4

$1.8

2002 2003 2004 2005 2006 2007 2008 2009 2010

Trill

ions

(US

Dolla

rs)

Expenditures Failed Investments

Page 6: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

What is Agility? A-gil-i-ty (ә-'ji-lә-tē) Property consisting of quickness,

lightness, and ease of movement; To be very nimble The ability to create and respond to change in order to

profit in a turbulent global business environment The ability to quickly reprioritize use of resources when

requirements, technology, and knowledge shift A very fast response to sudden market changes and

emerging threats by intensive customer interaction Use of evolutionary, incremental, and iterative delivery

to converge on an optimal customer solution Maximizing BUSINESS VALUE with right sized, just-

enough, and just-in-time processes and documentationHighsmith, J. A. (2002). Agile software development ecosystems. Boston, MA: Addison-Wesley.

6

Page 7: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

What are Agile Methods?

7

People-centric way to create innovative solutions Product-centric alternative to documents/process Market-centric model to maximize business value

Agile Manifesto. (2001). Manifesto for agile software development. Retrieved September 3, 2008, from http://www.agilemanifesto.orgRico, D. F., Sayani, H. H., & Sone, S. (2009). The business value of agile software methods. Ft. Lauderdale, FL: J. Ross Publishing.Rico, D. F. (2012). Agile conceptual model. Retrieved February 6, 2012, from http://davidfrico.com/agile-concept-model-1.pdf

Customer Collaboration

Working Systems & Software

Individuals & Interactions

Responding to Change

valuedmore than

valuedmore than

valuedmore than

valuedmore than

Contracts

Documentation

Processes

Project Plans

Frequent comm. Close proximity Regular meetings

Multiple comm. channels Frequent feedback Relationship strength

Leadership Boundaries Empowerment

Competence Structure Manageability/Motivation

Clear objectives Small/feasible scope Acceptance criteria

Timeboxed iterations Valid operational results Regular cadence/intervals

Org. flexibility Mgt. flexibility Process flexibility

System flexibility Technology flexibility Infrastructure flexibility

Contract compliance Contract deliverables Contract change orders

Lifecycle compliance Process Maturity Level Regulatory compliance

Document deliveries Document comments Document compliance

Cost Compliance Scope Compliance Schedule Compliance

Courage

Page 8: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

How do Lean & Agile INTERSECT?

8

Agile is naturally lean and based on small batches Agile directly supports six principles of lean thinking Agile may be converted to a continuous flow system

Womack, J. P., & Jones, D. T. (1996). Lean thinking: Banish waste and create wealth in your corporation. New York, NY: Free Press.Reinertsen, D. G. (2009). The principles of product development flow: Second generation lean product development. New York, NY: Celeritas.Reagan, R. B., & Rico, D. F. (2010). Lean and agile acquisition and systems engineering: A paradigm whose time has come. DoD AT&L Magazine, 39(6).

Economic View

Decentralization

Fast Feedback

Control Cadence& Small Batches

Manage Queues/Exploit Variability

WIP Constraints& Kanban

Flow PrinciplesAgile Values

CustomerCollaboration

EmpoweredTeams

IterativeDelivery

Respondingto Change

Lean Pillars

Respectfor People

ContinuousImprovement

Customer Value

Relationships

Customer Pull

Continuous Flow

Perfection

Value Stream

Lean Principles Customer relationships, satisfaction, trust, and loyalty Team authority, empowerment, and resources Team identification, cohesion, and communication

Lean & Agile Practices

Product vision, mission, needs, and capabilities Product scope, constraints, and business value Product objectives, specifications, and performance As is policies, processes, procedures, and instructions To be business processes, flowcharts, and swim lanes Initial workflow analysis, metrication, and optimization Batch size, work in process, and artifact size constraints Cadence, queue size, buffers, slack, and bottlenecks Workflow, test, integration, and deployment automation Roadmaps, releases, iterations, and product priorities Epics, themes, feature sets, features, and user stories Product demonstrations, feedback, and new backlogs Refactor, test driven design, and continuous integration Standups, retrospectives, and process improvements Organization, project, and process adaptability/flexibility

Page 9: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Agile World View “Agility” has many dimensions other than IT It ranges from leadership to technological agility The focus of this brief is program management agility

Agile Leaders

Agile Organization Change

Agile Acquisition & Contracting

Agile Strategic Planning

Agile Capability Analysis

Agile Program Management

Agile Tech.

Agile Information Systems

Agile Tools

Agile Processes & Practices

Agile Systems Development

Agile Project Management

9

Page 10: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Leadership History

10

Van Seters, D. A., & Field, R. H. (1990). The evolution of leadership theory. Journal of Organizational Change Management, 3(3), 29–45.Daft, R. L. (2011). The leadership experience. Mason, OH: Thomson Higher Education.Day, D. V., & Anbtonakis, J. (2012). The nature of leadership. Thousand Oaks, CA: Sage Publications.Northouse, P. G. (2013). Leadership: Theory and practice. Thousand Oaks, CA: Sage Publications.

Many leadership theories emerged in last 100 years Many believe there is no unified theory of leadership Truth is some where in middle of old and new ideas

Trait

Behavior

Contingency

Contextual

Skeptical

Relational

Charismatic

Transforming

Informational

Biological

Evolutionary

Trait

Contingency

Individual

Mind & Heart

Courage

Followership

Motivation

Communication

Team

Diversity

Vision & Culture

Emerging Leading Change

Personality

Influence

Early Behavior

Late Behavior

Operand

Situation

Contingency

Transactional

Anti-Leader

Culture

Transform

Trait

Skills

Contingency

Path-Goal

Exchange

Transforming

Servant

Authentic

Team

Gender

Culture

Integrative Future

Van Seters Northhouse Day Daft

Page 11: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Models of AGILE DEVELOPMENT

11

Agile methods spunoff flexible manufacturing 1990s Extreme Programming (XP) swept the globe by 2002 Today, over 90% of IT projects use Scrum/XP hybrid

Use Cases

Domain Model

Object Oriented

Iterative Dev.

Risk Planning

Info. Radiators

Planning Poker

Product Backlog

Sprint Backlog

2-4 Week Spring

Daily Standup

Sprint Demo

Feasibility

Business Study

Func. Iteration

Design Iteration

Implementation

Testing

Domain Model

Feature List

Object Oriented

Iterative Dev.

Code Inspection

Testing

Release Plans

User Stories

Pair Programmer

Iterative Dev.

Test First Dev.

Onsite Customer

Cockburn, A. (2002). Agile software development. Boston, MA: Addison-Wesley.Schwaber, K., & Beedle, M. (2001). Agile software development with scrum. Upper Saddle River, NJ: Prentice-Hall.Stapleton, J. (1997). DSDM: A framework for business centered development. Harlow, England: Addison-Wesley.Palmer, S. R., & Felsing, J. M. (2002). A practical guide to feature driven development. Upper Saddle River, NJ: Prentice-Hall.Beck, K. (2000). Extreme programming explained: Embrace change. Reading, MA: Addison-Wesley.

CRYSTAL METHODS- 1991 -

SCRUM- 1993 -

DSDM- 1993 -

FDD- 1997 -

XP- 1998 -

Reflection W/S Retrospective Quality Control Quality Control Continuous Del.

Page 12: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Models of AGILE PROJECT MGT.

12

Dozens of Agile project management models emerged Many stem from principles of Extreme Programming Vision, releases, & iterative development common

Prioritization

Feasibility

Planning

Tracking

Reporting

Review

Visionate

Speculate

Innovate

Re-Evaluate

Disseminate

Terminate

Scoping

Planning

Feasibility

Cyclical Dev.

Checkpoint

Review

Envision

Speculate

Explore

Iterate

Launch

Close

Vision

Roadmap

Release Plan

Sprint Plan

Daily Scrum

Retrospective

Thomsett, R. (2002). Radical project management. Upper Saddle River, NJ: Prentice-Hall.DeCarlo, D. (2004). Extreme project management: Using leadership, principles, and tools to deliver value in the face of volatility. San Francisco, CA: Jossey-Bass.Wysocki, R.F. (2010). Adaptive project framework: Managing complexity in the face of uncertainty. Boston, MA: Pearson Education.Highsmith, J. A. (2010). Agile project management: Creating innovative products. Boston, MA: Pearson Education.Layton, M. C., & Maurer, R. (2011). Agile project management for dummies. Hoboken, NJ: Wiley Publishing.

RADICAL- 2002 -

EXTREME- 2004 -

ADAPTIVE- 2010 -

AGILE- 2010-

SIMPLIFIED AGILE- 2011 -

Page 13: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

13

Numerous models of agile portfolio mgt. emerging Based on lean-kanban, release planning, and Scrum Include organization, program, & project management

Schwaber, K. (2007). The enterprise and scrum. Redmond, WA: Microsoft Press.Leffingwell, D. (2007). Scaling software agility: Best practices for large enterprises. Boston, MA: Pearson Education.Larman, C., & Vodde, B. (2008). Scaling lean and agile development: Thinking and organizational tools for large-scale scrum. Boston, MA: Addison-Wesley.Ambler, S. W., & Lines, M. (2012). Disciplined agile delivery: A practitioner's guide to agile software delivery in the enterprise. Boston, MA: Pearson Education.Thompson, K. (2013). cPrime’s R.A.G.E. is unleashed: Agile leaders rejoice! Retrieved March 28, 2014, from http://www.cprime.com/tag/agile-governance

ESCRUM- 2007 -

SAFE- 2007 -

LESS- 2007 -

DAD- 2012 -

RAGE- 2013 -

Product Mgt

Program Mgt

Project Mgt

Process Mgt

Business Mgt

Market Mgt

Strategic Mgt

Portfolio Mgt

Program Mgt

Team Mgt

Quality Mgt

Delivery Mgt

Business Mgt

Portfolio Mgt

Product Mgt

Area Mgt

Sprint Mgt

Release Mgt

Business Mgt

Portfolio Mgt

Inception

Construction

Iterations

Transition

Business

Governance

Portfolio

Program

Project

Delivery

Models of AGILE PORTFOLIO MGT.

Page 14: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

14

Numerous theories of agile leadership have emerged Many have to do with delegation and empowerment Leaders have major roles in visioning and enabling

AGILE- 2005 -

EMPLOYEE- 2009 -

RADICAL- 2010 -

LEAN- 2010 -

LEADERSHIP 3.0- 2011 -

Organic Teams

Guiding Vision

Transparency

Light Touch

Simple Rules

Improvement

Autonomy

Alignment

Transparency

Purpose

Mastery

Improvement

Self Org. Teams

Communication

Transparency

Iterative Value

Delight Clients

Improvement

Talented Teams

Alignment

Systems View

Reliability

Excellence

Improvement

Empowerment

Alignment

Motivation

Scaling

Competency

Improvement

Augustine, S. (2005). Managing agile projects. Upper Saddle River, NJ: Pearson Education.Pink, D. H. (2009). Drive: The surprising truth about what motivates us. New York, NY: Penguin Books.Denning, S. (2010). The leader’s guide to radical management: Reinventing the workplace for the 21st century. San Francisco, CA: John Wiley & Sons.Poppendieck, M, & Poppendieck, T. (2010). Leading lean software development: Results are not the point. Boston, MA: Pearson Education.Appelo, J. (2011). Management 3.0: Leading agile developers and developing agile leaders. Boston, MA: Pearson Education.

Models of AGILE LEADERSHIP

Page 15: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

AGILE LEADERSHIP Model

Augustine, S. (2005). Managing agile projects. Upper Saddle River, NJ: Pearson Education.

Guiding Vision Simple Rules Open Information Light Touch

FOSTER ALIGNMENT AND COOPERATION ENCOURAGE EMERGENCE AND SELF ORGANIZATION

Adapt. Leadership

LEARN & ADAPT

Leadership

Team Vision Team Alignment Bold Future Shared Expectations

Management

Business Outcomes Delineate Scope Estimate Effort Design Vision Box Elevator Statement

Leadership

Culture of Change Value Focus

Management

Assess Status Quo Customize Method Release Plan Iteration Plans Facilitate Design Conduct Testing Manage Releases

Leadership

Conduct Standups Promote Feedback Build Trust Facilitate Action

Management

Team Collocation Get Onsite Customer Practice Pairing Information Radiator Map Value Stream

Leadership

Adapt Style Roving Leadership Go With Flow Work Life Quality Build on Strengths Gain Commitments

Management

Decentralize Control Pull vs. Push Manage Flow Use Action Sprints

Leadership

Embodied Presence Embodied Learning

Management

Daily Feedback Monitor/Adapt Rules Monitor Practices Retrospectives Scenario Planning

Organic Teams

Leadership

Craftsmanship Collaboration Guiding Coalition Community

Management

Identify Community Design Structures Get Team Players Adaptive Enterprise

15

Created by Sanjiv Augustine at CC Pace in 2005 Builds agile cultures, mind-sets, & environment Leadership model for managing agile projects

Page 16: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

EMPLOYEE LEADERSHIP Model Created by bestselling author Dan Pink in 2009 Integrates & reconciles field of motivation theories People more productive when enjoying themselves

16Pink, D. H. (2009). Drive: The surprising truth about what motivates us. New York, NY: Riverhead Books.

Employee Leadership ModelPurpose

Vision Goal Power Policy Culture Rejuvenation

Autonomy Accountable Control Task Time Team Technique

Mastery Inquiring Flow Mindset Learning Challenge Asymptotic

Page 17: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

RADICAL LEADERSHIP Model Created by bestselling author Steve Denning in 2010 Integrates leadership, client focus and agile methods Goal is delighting clients by exceeding expectations

17Denning, S. (2010). The leader’s guide to radical management: Reinventing the workplace for the 21st century. San Francisco, CA: John Wiley & Sons.

Radical Leadership ModelDelighting

Clients

Identify clients

Tacit desires

Simplicity

Offer less

Exploration

People focus

Meet clients

Self Org. Teams

Purpose

Communicate

Empowerment

Tailor oversight

Recognition

Remuneration

Consistency

Client Driven Iterations

Client focus

Prioritize

Client value

Involvement

Simplicity

Validate

Improve

Delivering Value

Team focus

Preparation

Estimation

Small batches

Empowerment

Communicate

Sustainability

Radical Transparency

Client interface

Daily contact

Retrospectives

Improvement

Radiators

Impediments

Go-and-see

Continuous Improvement

Line-of-sight

Success

Alignment

Root causes

Make changes

Get feedback

Info. sharing

Interactively Communicate

Storytelling

Capture stories

Focus teams

Stimulation

Succ. Stories

Listen

Recognition

Page 18: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

LEAN LEADERSHIP Model Created by Mary & Tom Poppendieck in 2010 Integrates leadership, lean thinking & agile methods Goal is a customer-driven pull-system for leadership

18Poppendieck, M, & Poppendieck, T. (2010). Leading lean software development: Results are not the point. Boston, MA: Pearson Education.

Lean Leadership ModelSYSTEMSTHINKING

CustomerFocus

System Capability

End-to-EndFlow

Policy-Driven Waste

TECHNICALEXCELLENCE

Essential Complexity

Quality by Construction

Evolutionary Development

Deep Expertise

RELIABLEDELIVERY

Proven Experience

Level Workflow

Pull Scheduling

AdaptiveControl

RELENTLESSIMPROVEMENT

Visualize Perfection

Establish a Baseline

Expose Problems

Learn toImprove

GREATPEOPLE

Knowledge Workers

Norm of Reciprocity

MutualRespect

Pride of Workmanship

ALIGNEDLEADERS

Theory to Practice

Governance

Alignment

Sustainability

Page 19: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

LEADERSHIP 3.0 Model Created by Jurgen Appelo in 2011 (Netherlands) Integrative model for agile organizational leadership Focus on motivation, teamwork, purpose, & mastery

19Appelo, J. (2011). Management 3.0: Leading agile developers and developing agile leaders. Boston, MA: Pearson Education.

Leadership 3.0 ModelENERGIZEPEOPLE

Manage Creativity

Motivate People

Intrinsic Rewards

Team Diversity

Prof. Personality

Team Values

No Door Policy

EMPOWERTEAMS

Reduce Fear

Maturity Models

Authority Level

Assign to Teams

Practice Patience

Massage Env.

Trust & Respect

ALIGNCONSTRAINTS

Shared Goal

Communication

Goal Autonomy

Leadership Angle

Protect People

Constrain Quality

Social Contract

DEVELOPCOMPETENCE

Optimize Whole

Coach & Mentor

Social Pressure

Adaptable Tools

360 Meetings

Grow Standards

Work the System

GROWSTRUCTURE

Develop Leaders

Select Teams

Org. Style

Value Units

Teams & Layers

Hybrid Org.

Transparency

IMPROVEEVERYTHING

Improvement

Transition Team

Change Env.

Change Desire.

Ext. Feedback

Tailor Changes

Retrospectives

Page 20: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Other LEADERSHIP CONSIDERATIONS

Rico, D. F. (2013). Agile coaching in high-conflict environments. Retrieved April 11, 2013 from http://davidfrico.com/agile-conflict-mgt.pdfRico, D. F. (2013). Agile project management for virtual distributed teams. Retrieved July 29, 2013 from http://www.davidfrico.com/rico13m.pdfRico, D. F. (2013). Agile vs. traditional contract manifesto. Retrieved March 28, 2013 from http://www.davidfrico.com/agile-vs-trad-contract-manifesto.pdf 20

Personal Project Enterprise

• Don't Be a Know-it-All• Be Open & Willing to Learn• Treat People Respectfully• Be Gracious, Humble, & Kind• Listen & Be Slow-to-Speak• Be Patient & Longsuffering• Be Objective & Dispassionate• Don't Micromanage & Direct• Exhibit Maturity & Composure• Don't Escalate or Exacerbate• Don't Gossip or be Negative• Delegate, Empower, & Trust• Gently Coach, Guide, & Lead

• Customer Communication• Product Visioning• Distribution Strategy• Team Development• Standards & Practices• Telecom Infrastructure• Development Tools• High-Context Meetings• Coordination & Governance• F2F Communications• Consensus Based Decisions• Performance Management• Personal Development

• Business Value vs. Scope• Interactions vs. Contracts• Relationship vs. Regulation• Conversation vs. Negotiation• Consensus vs. Dictatorship• Collaboration vs. Control• Openness vs. Adversarialism• Exploration vs. Planning• Incremental vs. All Inclusive• Entrepreneurial vs. Managerial• Creativity vs. Constraints• Satisfaction vs. Compliance• Quality vs. Quantity

Power & authority delegated to the lowest level Tap into the creative nuclear power of team’s talent Coaching, communication, and relationships key skills

Page 21: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

TO SELL IS HUMAN

Reduce Your Power Take Their Perspective Use Strategic Mimicry

Use Interrogative Self-Talk Opt. Positivity Ratios Offer Explanatory Style

Find the Right Problem Find Your Frames Find an Easy Path

ATTUNEMENT

BUOYANCY

CLARITY

Org. CHANGE LEADERSHIP MODELS

Heath, C., & Heath, D. (2010). Switch: How to change things when change is hard. New York, NY: Random House.Patterson, K., et al. (2008). Influencer: The power to change anything: New York, NY: McGraw-Hill.Pink, D. H. (2009). Drive: The surprising truth about what motivates us. New York, NY: Riverhead Books.Pink, D. H. (2012). To sell is human: The surprising truth about moving others. New York, NY: Riverhead Books.Heath, C., & Heath, D. (2013). Decisive: How to make better choices in life and work. New York, NY: Random House.

Change, no matter how small or large, is difficult Smaller focused changes help to cross the chasm Simplifying, motivating, and validation key factors

21

SWITCH

Follow the bright spots Script the critical moves Point to the destination

Find the feeling Shrink the change Grow your people

Tweak the environment Build habits Rally the herd

DIRECT THE RIDER

MOTIVATE ELEPHANT

SHAPE PATH

INFLUENCER

Create new experiences Create new motives

Perfect complex skills Build emotional skills

Recruit public figures Recruit influential leaders

Utilize teamwork Power of social capital

Use incentives wisely Use punishment sparingly

Make it easy Make it unavoidable

MAKE IT DESIRABLE

SURPASS YOUR LIMITS

USE PEER PRESSURE

STRENGTH IN NUMBERS

DESIGN REWARDS

CHANGE ENVIRONMENT

DRIVE

PURPOSE

AUTONOMY

MASTERY

Purpose-profit equality Business& societal benefit Share control of profits Delegate implementation Culture & goal alignment Remake society-globe

Accountable to someone Self-select work tasks Self-directed work tasks Self-selected timelines Self-selected teams Self-selected implement.

Experiment & innovate Align tasks to abilities Continuously improve Learning over profits Create challenging tasks Set high expectations

DECISIVE

COMMON ERRORS Narrow framing Confirmation bias Short term emotion Over confidence

WIDEN OPTIONS Avoid a narrow frame Multi-track Find out who solved it

TEST ASSUMPTIONS Consider the opposite Zoom out & zoom in Ooch

ATTAIN DISTANCE Overcome emotion Gather & shift perspective Self-directed work tasks

PREPARE TO BE WRONG Bookend the future Set a tripwire Trust the process

Page 22: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

21ST CENTURY LEADERSHIP Summary 21st century leadership is about empowerment vs. ctrl Flatter organizations of talented self-organizing teams Lean-agile ideas to constantly adapt to market needs

22

FLATTER - Develop flatter enterprises, organizations, agencies, non-profits, firms, etc. BOTTOMS UP - Deploy bottoms up visioning, missioning, strategic/tactical planning, etc. VISIONING - Continuously proliferate jointly developed visions, missions, strategies, etc. DELEGATE - Delegate authority and responsibility to lowest operational level possible. LEAN THINKING - Promote small batch sizes, low work in process (WIP), Kanban, etc. ADAPTABILITY - Continuously sense and respond to ever changing market needs. MICRO THINKING - Use small throwaway micro batches, products, services, timelines, etc. FLEXIBILITY - Use flexible and inexpensive processes, products, suppliers, services, etc. EMERGENCE - Allow business, product, and service offerings to evolve, emerge, grow, etc. SELF ORGANIZATION - Develop loose coalitions of inter-networked teams vs. hierarchies. CONVERSATIONS - Foster open, informal communications, dialogues, conversations, etc. BALANCE - Strike a balance between organizational commitments and creative pursuits. AGILITY - Find balance of flexibility and discipline for creative, high-quality solutions. IMPROVEMENT - Create a culture of continuous improvement, learning, perfection, etc. MASTERY - Foster an environment of learning, education, self-mastery, perfection, etc. COLLABORATION - Integrate market, customer, and voice, feedback, participation, etc.

Page 23: Lean & Agile Organizational Leadership: History, Theory, Models, & Popular Ideas

Dave’s Professional Capabilities

23

SoftwareQuality

Mgt.

TechnicalProject

Mgt.

SoftwareDevelopment

Methods

OrganizationChange

SystemsEngineering

CostEstimating

GovernmentContracting

GovernmentAcquisitions

LeanKanban

Big Data,Cloud, NoSQL

WorkflowAutomation

Metrics,Models, & SPC

SixSigma

BPR, IDEF0,& DoDAF

DoD 5000,TRA, & SRA

PSP, TSP, &Code Reviews

CMMI &ISO 9001

InnovationManagement

Statistics, CFA,EFA, & SEM

ResearchMethods

EvolutionaryDesign

Valuation — Cost-Benefit Analysis, B/CR, ROI, NPV, BEP, Real Options, etc.

Lean-Agile — Scrum, SAFe, Continuous Integration & Delivery, DevOps, etc.

STRENGTHS – Data Mining Gathering & Reporting Performance Data Strategic Planning Executive & Manage-ment Briefs Brownbags & Webinars White Papers Tiger-Teams Short-Fuse Tasking Audits & Reviews Etc.

● Action-oriented. Do first (talk about it later).● Data-mining/analysis. Collect facts (then report findings).● Simplification. Communicating complex ideas (in simple terms).● Git-r-done. Prefer short, high-priority tasks (vs. long bureaucratic projects).● Team player. Consensus-oriented collaboration (vs. top-down autocratic control).

PMP, CSEP,ACP, CSM,

& SAFE

32 YEARSIN IT

INDUSTRY

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Books on ROI of SW Methods Guides to software methods for business leaders Communicates the business value of IT approaches Rosetta stones to unlocking ROI of software methods

http://davidfrico.com/agile-book.htm (Description) http://davidfrico.com/roi-book.htm (Description)

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