CTO Series: Mastering the CTPO Role, Katrina Clokie’s Guide to Tech and Product Leadership

CTO Series: Mastering the CTPO Role, Katrina Clokie’s Guide to Tech and Product Leadership

CTO Series: Mastering the CTPO Role, Katrina Clokie’s Guide to Tech and Product Leadership

In this BONUS episode, we sit down with Katrina Clokie, a seasoned leader in strategy, change management, and building inclusive teams. Katrina shares pivotal moments in her career, offers practical leadership insights, and discusses her role as Chief Technology and Product Officer (CTPO), where she’s balancing innovation with business objectives. Whether you’re an aspiring tech leader or looking to sharpen your leadership toolkit, Katrina’s wisdom will inspire you to embrace growth, resilience, and collaboration.

Defining Moments in Leadership

“Look for roles you can’t fully do yet—it’s the best way to grow.”

Katrina reflects on a transformative moment early in her career when a mentor from the shipping industry encouraged her to seek out challenging roles that would push her growth. This advice set her on the path to engineering management and C-level leadership. She shares how fostering curiosity and pursuing conversations about topics she didn’t yet fully understand has kept her continually learning.

“Ask yourself: where do I feel stretched? That’s often where the best growth opportunities lie.”

The Role of CTPO: Combining Technology and Product Strategy

“We needed both a unified vision and an efficient structure to remain competitive.”

Katrina discusses why her company created the CTPO role and how it reflects the size and growth stage of the organization. With no prior head of product, Katrina leaned into her experience while recognizing the importance of partnering with skilled product managers. She emphasizes the importance of having clear accountabilities and embracing growth within the role.

“The key is knowing when to lead and when to lean on your team’s expertise.”

Aligning Tech Strategy with Business Objectives

“Trade-offs are inevitable—make them strategically, not reactively.”

At Fergus, Katrina implemented clear guardrails, such as avoiding a complete rewrite of their decade-old monolith, focusing instead on retiring components that hindered stability and developer experience. She shares how they allocate 60% of engineering capacity to strategic initiatives and 40% to ongoing business needs, ensuring tech and business priorities stay aligned.

“Guardrails help teams make decisions that align with the big picture without constant oversight.”

Fostering Cross-Functional Collaboration

“Healthy conflict is necessary—escalation usually signals a breakdown in structure.”

Katrina describes how she structured cross-functional teams with clear goals and metrics to foster collaboration and ensure diverse perspectives are represented. She highlights the importance of empathy and role-modeling constructive conflict resolution at senior levels.

“A well-designed structure turns potential conflict into productive problem-solving.”

Roadmapping with Flexibility and Focus

“Roadmaps should guide—not handcuff—teams to long-term commitments.”

Katrina’s approach to roadmapping balances transparency and adaptability. By reserving only 60% of capacity for roadmap initiatives and keeping annual plans intentionally light, her teams can pivot when necessary without overcommitting. Frequent, smaller releases (up to 160 changes per month) help deliver value continuously.

“Leave room in your roadmap to handle surprises without derailing progress.”

Scaling Teams During Rapid Growth

“Avoid constant recruiting—it can burn out your leaders and upset team dynamics.”

Drawing from her experience at Xero, Katrina advises against an “always-on” recruitment strategy, which can overwhelm hiring managers and disrupt team cohesion. Instead, she recommends batch hiring and partnering with finance and talent teams to manage hiring budgets in stages.

“Hiring in waves allows teams to stabilize and thrive, rather than constantly adjusting.”

Overcoming the Challenges of Growth and Constraints

“Shifting from hyper-growth to steady growth meant saying ‘no’ more often and being precise.”

Katrina shares how transitioning from an environment of rapid scaling to a more constrained SaaS company required a shift in her approach to decision-making. She focused on making the business context clear to her team, fostering trust and transparency in her decision-making process.

“When people understand the ‘why’ behind constraints, they’re more likely to trust the process.”

Recommended Reads for Tech Leaders

Katrina shares the books that have shaped her leadership journey:

“Great leadership isn’t innate—it’s learned through mentorship, reflection, and resources.”

Scaling Your Influence as a Leader

From her experience at global companies to her current role, Katrina’s insights on transparency, collaboration, and strategic trade-offs provide a blueprint for navigating the complexities of tech leadership.

“Leadership isn’t about having all the answers—it’s about empowering your team and staying open to learning.”

About Katrina Clokie

Katrina Clokie is a respected leader in strategy, change management, and building inclusive teams. A keynote speaker at international conferences, she is passionate about leadership and communication. Her book, A Practical Guide to Testing in DevOps, has reached over 7,000 readers. In 2018, she was a finalist for New Zealand’s Inspiring Individual of the Year Award.

You can link with Katrina Clokie on LinkedIn.

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BONUS The Evolution of Agile Leadership: Embracing the Therapeutic Turn with Ari-Pekka Skarp

BONUS The Evolution of Agile Leadership: Embracing the Therapeutic Turn with Ari-Pekka Skarp

BONUS: Beyond Process, How Psychology is Reshaping Modern Leadership with Ari-Pekka Skarp In this BONUS episode, we dive deep into the evolving landscape of Agile leadership with Ari-Pekka Skarp, an experienced Agile Coach, Psychotherapist, and Organizational Psychologist. Drawing from his unique blend of expertise, Ari-Pekka shares his lessons learned on how leadership has transformed over the past decades and what the future holds for Agile organizations. The Evolution of Agile and Social Complexity "We replaced authority with collaboration, this was revolutionary." The journey of Agile adoption over the past 16 years has been marked by two significant developments: technological advancement and increasing social complexity. Ari-Pekka reflects on how Scrum introduced a revolutionary "shared" aspect of collaborative work, fundamentally changing how hierarchies are established in modern organizations. This shift represents a departure from traditional command-and-control structures towards more collaborative approaches. The Therapeutic Turn in Leadership "Nowadays we are almost talking about the leaders as some sort of therapist." One of the most significant shifts in organizational dynamics has been the "therapeutic turn" in leadership. Where leaders were once expected to be commanders, today's leaders must embody the qualities of a therapist - demonstrating empathy, emotional intelligence, and a deep understanding of their team members' well-being. This transformation reflects broader societal changes, with mental health awareness becoming increasingly central to workplace dynamics. The Rise of Humanistic Leadership "We need a more humanistic leadership, but what does that look like in practice?" As organizations become more networked and complex, the need for humanistic leadership approaches becomes evident. Ari-Pekka shares his experience as an organizational psychologist, highlighting how traditional role definitions often fall short in addressing modern workplace challenges. The integration of tools from family therapy and other psychological disciplines is becoming crucial for effective leadership. The Future of Organizations "In order to compete you have to have a very well functioning organization!" Looking ahead, Ari-Pekka emphasizes the importance of viewing organizations through a psychological lens. He argues that organizational mental health culture and the psychological aspects of work are becoming critical competitive advantages. This perspective extends beyond processes and tools to encompass the holistic growth and well-being of people within organizations. A New Paradigm for Work "The biggest change was from a mechanistic world-view to a more humanistic world-view." As Agile evolves beyond its origins as a protest movement, Ari-Pekka explores how organizations are increasingly forming around purposes rather than just profits. He advocates for generative planning processes that foster creativity and human flourishing, suggesting a shift toward viewing work and organizations as social processes rather than mechanical systems. Leading Through Conversations "Why don't we look at work, organizations as social processes?" The conversation concludes with a powerful metaphor of leaders as gardeners, nurturing growth and development through meaningful conversations. This approach represents a fundamental shift in how we think about leadership and organizational development, emphasizing the importance of creating environments where people can thrive. In this segment, we refer to the work of Esko Kilpi, a thought leader and business philosopher who helped introduce complexity to the Agile community. About Ari-Pekka Skarp Ari-Pekka is a highly experienced Agile Coach, Psychotherapist, and Organizational Psychologist with over 20 years of experience working with organizations. As an author of several books on topics such as Complexity, the mind, and Mindfulness, Ari-Pekka blends deep psychological insight with practical expertise to help leaders and teams navigate the evolving landscape of work. You can link with Ari-Pekka on LinkedIn and connect with Ari-Pekka on Twitter.

8 Feb 49min

The Pressure Conduit, aka The Tornado Product Owner | Chrissy Fleming

The Pressure Conduit, aka The Tornado Product Owner | Chrissy Fleming

Chrissy Fleming: The Pressure Conduit, aka The Tornado Product Owner Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. The Great Product Owner: Customer Advocate and Team Partner A great Product Owner brings customer insights directly to the team and shares access to customers, fostering deeper understanding of user needs. They maintain transparency about their knowledge limits and involve the team in both problem and solution spaces, ensuring comprehensive understanding before diving into solutions. The Bad Product Owner: The Pressure Conduit, aka The Tornado This anti-pattern emerges when Product Owners simply transmit leadership's volatility to the team, becoming mere messengers of pressure rather than true product leaders. They fall into "tornado mode," acting as order takers without questioning the "why" behind requests or protecting the team's ability to deliver value each sprint. [The Scrum Master Toolbox Podcast Recommends] 🔥In the ruthless world of fintech, success isn’t just about innovation—it’s about coaching!🔥 Angela thought she was just there to coach a team. But now, she’s caught in the middle of a corporate espionage drama that could make or break the future of digital banking. Can she help the team regain their mojo and outwit their rivals, or will the competition crush their ambitions? As alliances shift and the pressure builds, one thing becomes clear: this isn’t just about the product—it’s about the people. 🚨 Will Angela’s coaching be enough? Find out in Shift: From Product to People—the gripping story of high-stakes innovation and corporate intrigue. Buy Now on Amazon [The Scrum Master Toolbox Podcast Recommends] About Chrissy Fleming  Chrissy came to Scrum-Mastering via Product Management and a deep love of seeing teams work together. She spent 15 years in the New York tech scene and is currently an Associate Principal in Business Agility with Turnberry Solutions. She also has her own company where she coaches and helps businesses and technologists with their development. You can link with Chrissy Fleming on LinkedIn.

7 Feb 16min

The Role of Trust and Fun in High-Performing Agile Teams | Chrissy Fleming

The Role of Trust and Fun in High-Performing Agile Teams | Chrissy Fleming

Chrissy Fleming: The Role of Trust and Fun in High-Performing Agile Teams Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. For Chrissy, success as a Scrum Master means fostering high-performing teams that solve valuable problems. She emphasizes that while this sounds simple, it requires building trust, establishing accountability, and maintaining a commitment to continuous improvement. A key indicator of success is when teams naturally have fun together, reflecting their comfort and psychological safety. Featured Retrospective Format for the Week: Simple and Team-Led Chrissy advocates for simple retrospective formats that encourage team participation, particularly those led by team members rather than the Scrum Master. She recommends using tools like Easy Retro and MURAL for remote sessions, emphasizing the importance of individual reflection time before group discussion and creating a safe space by acknowledging personal mistakes. [The Scrum Master Toolbox Podcast Recommends] 🔥In the ruthless world of fintech, success isn’t just about innovation—it’s about coaching!🔥 Angela thought she was just there to coach a team. But now, she’s caught in the middle of a corporate espionage drama that could make or break the future of digital banking. Can she help the team regain their mojo and outwit their rivals, or will the competition crush their ambitions? As alliances shift and the pressure builds, one thing becomes clear: this isn’t just about the product—it’s about the people. 🚨 Will Angela’s coaching be enough? Find out in Shift: From Product to People—the gripping story of high-stakes innovation and corporate intrigue. Buy Now on Amazon [The Scrum Master Toolbox Podcast Recommends] About Chrissy Fleming  Chrissy came to Scrum-Mastering via Product Management and a deep love of seeing teams work together. She spent 15 years in the New York tech scene and is currently an Associate Principal in Business Agility with Turnberry Solutions. She also has her own company where she coaches and helps businesses and technologists with their development. You can link with Chrissy Fleming on LinkedIn.

6 Feb 18min

From Tasks to Outcomes, An Agile Cultural Transformation Story | Chrissy Fleming

From Tasks to Outcomes, An Agile Cultural Transformation Story | Chrissy Fleming

Chrissy Fleming: From Tasks to Outcomes, An Agile Cultural Transformation Story Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. Chrissy shares her experience transforming a sales-led organization from task orientation to outcome focus. By partnering with the head of tech and implementing OKRs, they created meaningful conversations about team goals and progress. Through initiatives like Demo Days and the creation of team "houses," they successfully shifted the organizational culture while ensuring teams felt ownership of their future. Self-reflection Question: How can you create meaningful opportunities for your teams to shape their own identity and future? [The Scrum Master Toolbox Podcast Recommends] 🔥In the ruthless world of fintech, success isn’t just about innovation—it’s about coaching!🔥 Angela thought she was just there to coach a team. But now, she’s caught in the middle of a corporate espionage drama that could make or break the future of digital banking. Can she help the team regain their mojo and outwit their rivals, or will the competition crush their ambitions? As alliances shift and the pressure builds, one thing becomes clear: this isn’t just about the product—it’s about the people. 🚨 Will Angela’s coaching be enough? Find out in Shift: From Product to People—the gripping story of high-stakes innovation and corporate intrigue. Buy Now on Amazon [The Scrum Master Toolbox Podcast Recommends] About Chrissy Fleming  Chrissy came to Scrum-Mastering via Product Management and a deep love of seeing teams work together. She spent 15 years in the New York tech scene and is currently an Associate Principal in Business Agility with Turnberry Solutions. She also has her own company where she coaches and helps businesses and technologists with their development. You can link with Chrissy Fleming on LinkedIn.

5 Feb 15min

The Impact of Unaddressed Conflict on Agile Team Health | Chrissy Fleming

The Impact of Unaddressed Conflict on Agile Team Health | Chrissy Fleming

Chrissy Fleming: The Impact of Unaddressed Conflict on Agile Team Health Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. Chrissy shares a compelling story about a newly formed team working on retention that struggled with toxic behavior. The presence of a hostile team member created an environment where healthy conflict became impossible, leading to either unhealthy confrontations or complete avoidance. Despite attempts to address the situation, the lack of trust prevented team members from addressing the destructive behavior, ultimately resulting in the team's dissolution. Self-reflection Question: How do you currently handle toxic behavior in your team, and what steps could you take to build the psychological safety needed for addressing conflicts openly? Featured Book of the Week: How Toddlers Thrive by Tove Klein How Toddlers Thrive by Tove Klein explores brain function and human behavior, drawing surprising parallels between toddler development and adult interactions. Chrissy recommends it for its valuable insights into emotional intelligence and human nature, reminding us that in Agile environments, we're fundamentally dealing with human beings and their emotions. [The Scrum Master Toolbox Podcast Recommends] 🔥In the ruthless world of fintech, success isn’t just about innovation—it’s about coaching!🔥 Angela thought she was just there to coach a team. But now, she’s caught in the middle of a corporate espionage drama that could make or break the future of digital banking. Can she help the team regain their mojo and outwit their rivals, or will the competition crush their ambitions? As alliances shift and the pressure builds, one thing becomes clear: this isn’t just about the product—it’s about the people. 🚨 Will Angela’s coaching be enough? Find out in Shift: From Product to People—the gripping story of high-stakes innovation and corporate intrigue. Buy Now on Amazon [The Scrum Master Toolbox Podcast Recommends] About Chrissy Fleming  Chrissy came to Scrum-Mastering via Product Management and a deep love of seeing teams work together. She spent 15 years in the New York tech scene and is currently an Associate Principal in Business Agility with Turnberry Solutions. She also has her own company where she coaches and helps businesses and technologists with their development. You can link with Chrissy Fleming on LinkedIn.

4 Feb 16min

The Hidden Cost of Combined Scrum Master and Product Owner Roles | Chrissy Fleming

The Hidden Cost of Combined Scrum Master and Product Owner Roles | Chrissy Fleming

Chrissy Fleming: The Hidden Cost of Combined Scrum Master and Product Owner Roles Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. In this episode, Chrissy shares a critical learning moment from her career when she attempted to juggle both Product Owner and Scrum Master roles simultaneously. This dual role led to a situation where the team began "sandbagging" their estimates due to underlying conflicts with leadership. The situation culminated when a team member completed a supposedly two-month project in just two days, destroying team credibility and ultimately leading to the team's dismissal. Self-reflection Question: How do you ensure you maintain your authentic voice as a Scrum Master while balancing multiple stakeholder needs? [The Scrum Master Toolbox Podcast Recommends] 🔥In the ruthless world of fintech, success isn’t just about innovation—it’s about coaching!🔥 Angela thought she was just there to coach a team. But now, she’s caught in the middle of a corporate espionage drama that could make or break the future of digital banking. Can she help the team regain their mojo and outwit their rivals, or will the competition crush their ambitions? As alliances shift and the pressure builds, one thing becomes clear: this isn’t just about the product—it’s about the people. 🚨 Will Angela’s coaching be enough? Find out in Shift: From Product to People—the gripping story of high-stakes innovation and corporate intrigue. Buy Now on Amazon [The Scrum Master Toolbox Podcast Recommends] About Chrissy Fleming  Chrissy came to Scrum-Mastering via Product Management and a deep love of seeing teams work together. She spent 15 years in the New York tech scene and is currently an Associate Principal in Business Agility with Turnberry Solutions. She also has her own company where she coaches and helps businesses and technologists with their development. You can link with Chrissy Fleming on LinkedIn.

3 Feb 13min

Balancing Product Owner Responsibilities with Team Empowerment | Antti Horelli

Balancing Product Owner Responsibilities with Team Empowerment | Antti Horelli

Antti Horelli: Balancing Product Owner Responsibilities with Team Empowerment Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. The Great Product Owner: Sharing Responsibility with the Team The great Product Owner excels by being present and actively sharing knowledge with the team. While the PO role can be overwhelming due to its responsibility to abstract complexity from the team, the best POs find ways to share responsibilities appropriately. They understand that their role goes beyond making decisions and includes enabling the team to participate in the product discovery process. The Bad Product Owner: The Absent Decision Maker In this anti-pattern, the Product Owner was only available for planning and sprint reviews due to other commitments. This limited availability severely impacted the team's ability to make progress, especially given the complex nature of software development where requirements are discovered rather than pre-defined. The absence of business knowledge during development led to delays and misunderstandings, highlighting how critical continuous PO involvement is for team success. For tips on how to help PO’s be more present, check out our Sprint PO Checklist which includes tips on how to lead that conversation and a clear set of questions to go through together with your PO.  Self-reflection Question: How can you help ensure more presence and better collaboration between the Product Owner and the development team? [The Scrum Master Toolbox Podcast Recommends] 🔥In the ruthless world of fintech, success isn’t just about innovation—it’s about coaching!🔥 Angela thought she was just there to coach a team. But now, she’s caught in the middle of a corporate espionage drama that could make or break the future of digital banking. Can she help the team regain their mojo and outwit their rivals, or will the competition crush their ambitions? As alliances shift and the pressure builds, one thing becomes clear: this isn’t just about the product—it’s about the people. 🚨 Will Angela’s coaching be enough? Find out in Shift: From Product to People—the gripping story of high-stakes innovation and corporate intrigue. Buy Now on Amazon [The Scrum Master Toolbox Podcast Recommends] About Antti Horelli  Antti is an experienced Agile Coach from Finland, dedicated to empowering teams. With a systems-oriented, empathetic approach, he fosters collaboration and effective communication. With decades in IT, Antti transitioned from technical roles to methodology, where he passionately helps people and teams reach their full potential. You can link with Antti Horelli on LinkedIn.

31 Jan 14min

Achieving Productive Serenity - Sign of Scrum Master Success | Antti Horelli

Achieving Productive Serenity - Sign of Scrum Master Success | Antti Horelli

Antti Horelli: Achieving Productive Serenity - Sign of Scrum Master Success Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. Antti describes success for Scrum Masters through the concept of "productive serenity" - a state where teams maintain high productivity while remaining calm and focused. This is characterized by frequent small discussions, excited but not stressed team members, and the ability to address challenges with serious calmness. The team operates with the mindset of "be quick, but don't hurry," demonstrating maturity in problem-solving and collaboration. Featured Retrospective Format for the Week: The Timeline Retrospective The Timeline Retrospective format is particularly effective for longer deliveries or projects, serving as an excellent reflection tool. Antti emphasizes keeping participants active and encouraging them to share "fuzzy" observations that could be early signals for better decision-making. The format helps teams identify patterns and insights that might otherwise go unnoticed. Self-reflection Question: How can you help your team achieve a state of productive serenity? [The Scrum Master Toolbox Podcast Recommends] 🔥In the ruthless world of fintech, success isn’t just about innovation—it’s about coaching!🔥 Angela thought she was just there to coach a team. But now, she’s caught in the middle of a corporate espionage drama that could make or break the future of digital banking. Can she help the team regain their mojo and outwit their rivals, or will the competition crush their ambitions? As alliances shift and the pressure builds, one thing becomes clear: this isn’t just about the product—it’s about the people. 🚨 Will Angela’s coaching be enough? Find out in Shift: From Product to People—the gripping story of high-stakes innovation and corporate intrigue. Buy Now on Amazon [The Scrum Master Toolbox Podcast Recommends] About Antti Horelli  Antti is an experienced Agile Coach from Finland, dedicated to empowering teams. With a systems-oriented, empathetic approach, he fosters collaboration and effective communication. With decades in IT, Antti transitioned from technical roles to methodology, where he passionately helps people and teams reach their full potential. You can link with Antti Horelli on LinkedIn.

30 Jan 13min

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