BONUS X-Matrix and Obeya: How to Make Strategy Visible and Actionable for Everyone | Jim Benson and Karl Scotland

BONUS X-Matrix and Obeya: How to Make Strategy Visible and Actionable for Everyone | Jim Benson and Karl Scotland

BONUS: X-Matrix and Obeya: How to Make Strategy Visible and Actionable for Everyone with Jim Benson and Karl Scotland

In this BONUS episode, we explore the groundbreaking work of two renowned agilists - Karl Scotland and Jim Benson. Together, they've developed innovative approaches to making strategy accessible and actionable across organizations. We delve into how their combined expertise in X-Matrix strategy deployment and Obeya visualization creates powerful frameworks for aligning teams and keeping strategic conversations alive throughout execution.

The Genesis of Strategic Visualization

"It's not about whether agile works or not. It's about whether your business is being successful."

Karl Scotland shares how his journey from tactical agile practices to strategic thinking began with a deceptively simple question: "How will we know if this agile thing is working?" This fundamental inquiry exposed a common gap in organizations - the disconnect between implementation methodologies and measurable business outcomes. Karl explains how this led him to develop the X-Matrix, a powerful visualization tool that connects true north, aspirations, strategies, tactics, and evidence on a single page, creating coherence across organizational efforts.

Jim Benson reflects on his complementary path, observing how organizations often focus intensely on transformations without creating clear alignment between corporate needs, team activities, and customer value. This absence of a "full story" connecting strategic intent to daily work leaves teams uncertain if they're actually doing the right things. Jim highlights how their combined approach addresses this critical gap through collaborative strategy development and visual management.

Seeing Strategy, Tactics, and Work in One Place

"Strategy has often been things that C-level people do when they go on a retreat to Cancun...and everybody's like 'why?' and they're like 'Cancun'...the story of how that came about isn't there."

Karl and Jim introduce their innovative approaches to making strategy visible and actionable. The X-Matrix provides a powerful framework for capturing the five key elements of strategy (True North, Aspirations, Strategies, Tactics, and Evidence) on a single sheet, showing how these elements correlate. This creates a comprehensive strategic story that answers what an organization is doing, why they're doing it, how they'll know it's working, and what success ultimately looks like.

This strategic framework then comes to life in the Obeya room, which Jim describes as a physical or virtual space containing a family of visualizations. These include value stream maps, A3s, time series data, personal Kanbans, collaborative problem-solving tools, and KPIs - all designed to support the execution of the strategy articulated in the X-Matrix. By bringing these elements together, teams can maintain a living strategic conversation, allowing for continuous learning and adaptation based on real evidence.

In this section, we also refer to:

Maintaining Living Strategic Conversations

"You don't create an annual strategy, but you create a living strategic conversation within the organization."

The power of connecting X-Matrix and Obeya approaches lies in their ability to catalyze and sustain meaningful strategic conversations. Karl describes the X-Matrix as an "architecture for your Obeya" and emphasizes the importance of continuous strategy development rather than static planning. He introduces concepts like "catch-ball" from Lean and "backbriefing" from military commander Stephen Bungay, which create feedback loops to ensure shared understanding and effective execution.

Jim highlights how this approach transforms strategy from an annual event into an ongoing dialogue where everyone can see how their work connects to larger goals. He emphasizes the importance of choosing language carefully, noting his appreciation for Karl's use of "evidence" rather than "metrics" - a subtle but significant distinction that encourages learning and psychological safety rather than mere measurement. This creates environments where people feel safe to discuss what's actually happening rather than hiding problems.

The Changing Landscape of Agile and Strategy

"I want people to own the process themselves, which is the agreements of how they will interact, and then they deploy tools like their Obeya to facilitate that process and those interactions."

When discussing the recent PMI and Agile Alliance merger, both speakers offer thoughtful perspectives on the evolution of agile methodologies. Jim describes this as part of an ongoing commodification of agile practices, suggesting that we're entering a post-framework era where teams can draw from multiple approaches to craft ways of working that suit their specific context rather than adhering to rigid methodologies.

Karl reflects on how the early agile community started with like-minded people coming together to share ideas and be "heretics," but eventually evolved into larger, more commercially-driven conferences and organizations. He sees the future in smaller, more focused communities of practice developing around specific interests or approaches - like the collaboration he and Jim have renewed with their course and strategic visualization work.

Creating Professional Engagement Through Visualization

"The word 'evidence' is a painfully poignant word... Evidence is something that grows over time based on investigation."

A fascinating insight from this conversation is Jim's observation about the transformative power of visualization and language in creating psychological safety. He notes that when organizations approach their Kanban or Obeya with a learning mindset - seeking evidence rather than just tracking metrics - the entire conversation changes. Problems become opportunities for learning rather than failures to hide.

Karl's careful choice of terminology in his TASTE model (True North, Aspirations, Strategies, Tactics, Evidence) reflects this intention, deliberately moving away from terms like "annual targets" or "process metrics" to encourage more holistic thinking. This approach helps create environments where strategic conversations can flourish across organizational boundaries, keeping everyone aligned on both direction and progress.

About Karl Scotland and Jim Benson

Karl Scotland is known for his groundbreaking work with the X-Matrix, integrating Agile principles with strategic planning. His innovative approach focuses on aligning True North, aspirations, strategies, tactics, and evidence into a single, collaborative visualization. Karl has extensive experience helping organizations develop continuous strategy development practices that connect strategic intent with execution.

You can link with Karl Scotland on LinkedIn.

Jim Benson is the visionary author of Personal Kanban and The Collaboration Equation. Jim's expertise lies in collaborative management, visualizing work, and fostering humane, team-driven environments. Through his work at Modus Institute, Jim helps organizations create systems that support continuous improvement and meaningful workplace conversations.

You can link with Jim Benson on LinkedIn.

Avsnitt(200)

The Ghost Product Owner vs. The Storytelling Master | Stuart Tipples

The Ghost Product Owner vs. The Storytelling Master | Stuart Tipples

Stuart Tipples: The Ghost Product Owner vs. The Storytelling Master 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: The Storytelling Master Stuart describes an exceptional Product Owner who worked with an API team on what could have been a dry, unsexy product. This PO excelled by maintaining clear availability through established office hours, showing up consistently for the team, and avoiding micromanagement. The standout quality was their ability to tell compelling stories that created clarity and got the team onboard with the vision. Through storytelling, this PO helped the team communicate the value of their work, transforming a potentially mundane product into something meaningful and engaging for both the team and stakeholders. The Bad Product Owner: The Ghost with the Most Stuart encountered a problematic Product Owner working with a customer-portal team dealing with edge cases, legacy systems, and messy code. This PO earned the nickname "The Ghost with the Most" because they were never available when needed. They would miss sprint planning sessions, delay or skip backlog refinement entirely, and leave team members to fill the gap while juggling their own responsibilities. Stuart learned to address this directly by outlining how the PO's behavior affected the team and delivery, asking "Can I help you?" The PO initially reacted defensively but eventually admitted they weren't happy in the role. Self-reflection Question: How effectively does your Product Owner use storytelling to create clarity and help the team understand the value of their work? [Scrum Master Toolbox Podcast Recommends] 🚀 Global Agile Summit 2025 Join us in Tallinn, Estonia, from May 18th – 20th, 2025, for an event that will inspire, challenge, and equip you with real-world Agile success stories. 🌍 Connect with global Agile leaders. 💡 Learn practical strategies for impact. 🔥 Break free from Agile fatigue and become a Pragmatic Innovator Check Full Program [Scrum Master Toolbox Podcast Recommends] About Stuart Tipples  Stuart is an Agilista, a coach, Scrum Master, agile delivery. A husband, Dog Dad, and as Star Wars nerd. Positive disruptor. Passionate about helping teams and individuals build and ship awesome products to their customers. Stuart also blogs at www.yourebelscrum.com You can link with Stuart Tipples on LinkedIn.

13 Juni 17min

Happy Teams Embrace Obstacles—Building Psychological Safety Through Retrospectives | Stuart Tipples

Happy Teams Embrace Obstacles—Building Psychological Safety Through Retrospectives | Stuart Tipples

Stuart Tipples: Defining Scrum Master Success and the 4L's Retrospective 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. Stuart redefines success for Scrum Masters, moving beyond organized JIRA boards and well-structured stories to focus on team dynamics and behavior. True success means seeing healthy conflict that leads to insight, having transparent priorities, and watching teams call out their own behavior through self-checking mechanisms. Stuart emphasizes that happy teams aren't just content - they're energized by embracing obstacles and challenges. He stresses the importance of reinforcing great behaviors when you see them, creating an environment where teams can thrive independently. Featured Retrospective Format for the Week: 4L's The 4L's retrospective format is Stuart's favorite because it strikes the perfect balance between warmth and honest feedback. The format covers four areas: Liked (appreciation), Learned (growth opportunities), Lacked (identifying gaps), and Longed for (dreaming big). This structure prevents people from freezing up while uncovering golden moments and building psychological safety. As a bonus, the format allows facilitators to bring fun elements and themes, making retrospectives more engaging while maintaining their effectiveness in driving team improvement. Self-reflection Question: Does your team demonstrate healthy conflict that leads to insight, or are disagreements avoided and issues left unresolved? [Scrum Master Toolbox Podcast Recommends] 🚀 Global Agile Summit 2025 Join us in Tallinn, Estonia, from May 18th – 20th, 2025, for an event that will inspire, challenge, and equip you with real-world Agile success stories. 🌍 Connect with global Agile leaders. 💡 Learn practical strategies for impact. 🔥 Break free from Agile fatigue and become a Pragmatic Innovator Check Full Program [Scrum Master Toolbox Podcast Recommends] About Stuart Tipples  Stuart is an Agilista, a coach, Scrum Master, agile delivery. A husband, Dog Dad, and as Star Wars nerd. Positive disruptor. Passionate about helping teams and individuals build and ship awesome products to their customers. Stuart also blogs at www.yourebelscrum.com You can link with Stuart Tipples on LinkedIn.

12 Juni 14min

Leading Change Without Hierarchical Power | Stuart Tipples

Leading Change Without Hierarchical Power | Stuart Tipples

Stuart Tipples: Beyond Hierarchy—Influencing Agile Adoption Through Setting the Example and Community 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. Stuart explores the challenging aspect of leading change as a Scrum Master without hierarchical authority. He shares his experience as a chapter lead where he built a community of practice and recruited new Scrum Masters to become change agents. The breakthrough came when he convinced director-level leaders to run their own quarterly retrospectives, creating a powerful example for teams throughout the organization. Stuart emphasizes that change spreads organically - when you change your team, it becomes contagious. His approach involved showing up daily as a change agent, understanding the difference between sponsors and change agents, and initially facilitating leadership retrospectives to demonstrate proper technique. Self-reflection Question: How can you leverage community building and lead by example to create lasting organizational change without relying on formal authority? [Scrum Master Toolbox Podcast Recommends] 🚀 Global Agile Summit 2025 Join us in Tallinn, Estonia, from May 18th – 20th, 2025, for an event that will inspire, challenge, and equip you with real-world Agile success stories. 🌍 Connect with global Agile leaders. 💡 Learn practical strategies for impact. 🔥 Break free from Agile fatigue and become a Pragmatic Innovator Check Full Program [Scrum Master Toolbox Podcast Recommends] About Stuart Tipples  Stuart is an Agilista, a coach, Scrum Master, agile delivery. A husband, Dog Dad, and as Star Wars nerd. Positive disruptor. Passionate about helping teams and individuals build and ship awesome products to their customers. Stuart also blogs at www.yourebelscrum.com You can link with Stuart Tipples on LinkedIn.

11 Juni 15min

Trust-Based Leadership and Team Implosion | Stuart Tipples

Trust-Based Leadership and Team Implosion | Stuart Tipples

Stuart Tipples: Silent Teams, Explosive Outcomes—Learning to Normalize Disagreement 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. Stuart tells the story of a team he was brought in to coach that appeared functional on the surface but was struggling beneath. Despite being behind on critical work, the team maintained a facade of happiness while abandoning retrospectives and falling into hero culture patterns. The team had developed "toxic positivity" where members stayed silent about real issues, creating an environment without psychological safety. When problems finally surfaced, the team exploded into unpleasant disagreements. Stuart's key learning: teams usually stay silent until it's too late, making it crucial to foster psychological safety by normalizing disagreement and creating space for honest dialogue. Self-reflection Question: Is your team comfortable with healthy disagreement, or are you maintaining a facade of toxic positivity that prevents real issues from being addressed? Featured Book of the Week: Trust Based Leadership by Mike Ettore Trust Based Leadership by Mike Ettore stands out because it's devoid of corporate fluff and delivers a clear message from a former marine turned executive. Stuart recommends it because it focuses on the fundamental truth that if you don't build trust, you're just managing compliance. The book emphasizes leading with consistency, clarity, and courage, and encourages leaders not to wait for permission to make positive changes. It's a practical guide that moves beyond typical corporate leadership advice to address real-world leadership challenges. [Scrum Master Toolbox Podcast Recommends] 🚀 Global Agile Summit 2025 Join us in Tallinn, Estonia, from May 18th – 20th, 2025, for an event that will inspire, challenge, and equip you with real-world Agile success stories. 🌍 Connect with global Agile leaders. 💡 Learn practical strategies for impact. 🔥 Break free from Agile fatigue and become a Pragmatic Innovator Check Full Program [Scrum Master Toolbox Podcast Recommends] About Stuart Tipples  Stuart is an Agilista, a coach, Scrum Master, agile delivery. A husband, Dog Dad, and as Star Wars nerd. Positive disruptor. Passionate about helping teams and individuals build and ship awesome products to their customers. Stuart also blogs at www.yourebelscrum.com You can link with Stuart Tipples on LinkedIn.

10 Juni 17min

Breaking Free from Zombie Scrum | Stuart Tipples

Breaking Free from Zombie Scrum | Stuart Tipples

Stuart Tipples: From Zombie Scrum to Agile Thinking—Learning from a Failed Transformation 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. Stuart shares a powerful story about joining a team that appeared to be thriving with Scrum ceremonies in place, only to discover they were performing "zombie scrum" - going through the motions without embracing agile thinking. The team functioned as a feature factory, never questioning requirements or truly collaborating. Stuart learned that agile isn't about what you do, but how you and the team think. He emphasizes that frameworks are just guardrails; the real focus must be on coaching people in agile values and principles. His key insight: know the rules before you break them, and remember that no amount of ceremony can rescue a team that lacks the agile mindset. Self-reflection Question: Are your team's agile ceremonies creating real value and fostering collaboration, or are you simply going through the motions of "performative theatre"? [Scrum Master Toolbox Podcast Recommends] 🚀 Global Agile Summit 2025 Join us in Tallinn, Estonia, from May 18th – 20th, 2025, for an event that will inspire, challenge, and equip you with real-world Agile success stories. 🌍 Connect with global Agile leaders. 💡 Learn practical strategies for impact. 🔥 Break free from Agile fatigue and become a Pragmatic Innovator Check Full Program [Scrum Master Toolbox Podcast Recommends] About Stuart Tipples  Stuart is an Agilista, a coach, Scrum Master, agile delivery. A husband, Dog Dad, and as Star Wars nerd. Positive disruptor. Passionate about helping teams and individuals build and ship awesome products to their customers. Stuart also blogs at www.yourebelscrum.com You can link with Stuart Tipples on LinkedIn.

9 Juni 15min

The No-Scroll Bar Rule—Empowering PO’s Through Constraints | Joel Bancroft-Connors

The No-Scroll Bar Rule—Empowering PO’s Through Constraints | Joel Bancroft-Connors

Joel Bancroft-Connors: The No-Scroll Bar Rule—Empowering PO’s Through Constraints 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: The Collaborative Innovator Joel describes an exceptional Product Owner scenario at a large insurance organization where complementary skills created magic. Working with two different people - a business expert who understood insurance but lacked development knowledge, and a designer with user experience expertise - Joel suggested the designer take on the Product Owner role while collaborating closely with the business person.  This collaboration between complementary skills produced outstanding results. The great Product Owner understood that their role wasn't to control every detail but to unleash developer creativity by providing problems and context rather than prescriptive solutions. Joel's approach of "give the developers a problem and a canvas" allowed the team to innovate while staying focused on customer needs. This Product Owner fostered innovation rather than preventing it, demonstrating how effective collaboration can transform product development. The Bad Product Owner: The Business Analyst That Couldn’t Let Go Joel identifies a problematic anti-pattern: the Business Analyst who transitions to Product Owner but can't abandon their documentation-heavy approach. While Business Analysts can make excellent Product Owners with proper support, those who insist on documenting everything create communication bottlenecks and slow down delivery. This creates a "telephone game" effect between the BA/PO and developers. Joel encountered one such individual who would declare "the developers can't do that" without giving them the opportunity to explore solutions. Following his "no-scroll bar rule" for documentation, Joel emphasizes that Product Owners should provide just enough information to enable developer creativity, not overwhelming detail that stifles innovation. When the problematic BA was replaced with someone who understood customers and trusted developers, the team's innovation flourished. In this segment, we refer to the book Liftoff, by Larsen and Nies. Self-reflection Question: Are you enabling developer innovation by providing problems and context, or are you stifling creativity with excessive documentation and control? [Scrum Master Toolbox Podcast Recommends] 🚀 Global Agile Summit 2025 Join us in Tallinn, Estonia, from May 18th – 20th, 2025, for an event that will inspire, challenge, and equip you with real-world Agile success stories. 🌍 Connect with global Agile leaders. 💡 Learn practical strategies for impact. 🔥 Break free from Agile fatigue and become a Pragmatic Innovator Check Full Program [Scrum Master Toolbox Podcast Recommends] About Joel Bancroft-Connors Joel Bancroft-Connors is The Gorilla Coach — a Certified Scrum Trainer and Agile disruptor focused on sustainable value and effectiveness. With a background in product, project, and coaching, Joel blends sharp insights with practical tools to help teams thrive. He is a Miro power user and rocks curated classroom playlists. You can link with Joel Bancroft-Connors on LinkedIn.

6 Juni 19min

Sustainable Value—Redefining Success Beyond Profit | Joel Bancroft-Connors

Sustainable Value—Redefining Success Beyond Profit | Joel Bancroft-Connors

Joel Bancroft-Connors: Sustainable Value—Redefining Success Beyond Profit 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. Joel has evolved his definition of Scrum Master success over time, moving beyond traditional metrics to focus on what truly matters: sustainable value delivery. While Agile principles clearly state the goal of delivering value continuously, Joel emphasizes that success isn't just about making profit - it's about creating sustainable profit through sustainable processes and people practices. He challenges Scrum Masters to consider their "people sustainability metric" and asks whether their approach supports long-term team health and organizational resilience. Joel's definition encompasses three pillars: delivering sustainable value, maintaining sustainable processes, and ensuring sustainability for people. This holistic view of success requires Scrum Masters to think beyond immediate outcomes and consider the long-term impact of their practices. In this segment, we refer to the book Turn the ship around! by David Marquet.  Self-reflection Question: What is your people sustainability metric, and how are you measuring whether your Scrum practices support long-term team and organizational health? Featured Retrospective Format for the Week: Back to Basics Joel advocates for returning to the foundational retrospective format outlined in "Agile Retrospectives" by Derby and Larsen. Rather than getting caught up in complex or creative retrospective techniques, he emphasizes the power of following the basic steps: set the stage, gather data, generate insights, decide what to do, and close the retrospective. Joel stresses that there's an important arc to retrospectives that shouldn't be overlooked. By taking time to properly gather data and following the structured approach from the agile retrospectives book, teams can achieve more meaningful and actionable outcomes. Sometimes the most effective approach is simply executing the fundamentals exceptionally well. In this segment, we refer to the book Agile retrospectives, by Derby and Larsen.  [Scrum Master Toolbox Podcast Recommends] 🚀 Global Agile Summit 2025 Join us in Tallinn, Estonia, from May 18th – 20th, 2025, for an event that will inspire, challenge, and equip you with real-world Agile success stories. 🌍 Connect with global Agile leaders. 💡 Learn practical strategies for impact. 🔥 Break free from Agile fatigue and become a Pragmatic Innovator Check Full Program [Scrum Master Toolbox Podcast Recommends] About Joel Bancroft-Connors Joel Bancroft-Connors is The Gorilla Coach — a Certified Scrum Trainer and Agile disruptor focused on sustainable value and effectiveness. With a background in product, project, and coaching, Joel blends sharp insights with practical tools to help teams thrive. He is a Miro power user and rocks curated classroom playlists. You can link with Joel Bancroft-Connors on LinkedIn.

5 Juni 17min

The 90-Day Rule—Building Trust Before Disrupting the Status Quo | Joel Bancroft-Connors

The 90-Day Rule—Building Trust Before Disrupting the Status Quo | Joel Bancroft-Connors

Joel Bancroft-Connors: The 90-Day Rule—Building Trust Before Disrupting the Status Quo 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. Joel shares his first experience as a CSM at a traditional hard drive manufacturing company, where he learned the art of patient change management. Tasked with bridging the gap between a rigid mothership company and their agile startup division, Joel discovered the power of focusing on principles rather than processes. For six months, he concentrated on creating transparency and shifting focus from status reporting to "getting to done" without ever mentioning Scrum or Agile.  His approach followed what he calls the 90-day rule: "In the first 90 days - do no harm, but then have a plan to do something." By listening first and building trust, Joel helped the team deliver a product in just three months. He emphasizes the importance of making people feel valued and using "future perfect thinking" to envision desired outcomes before introducing change. In this episode we refer to Luke Hohmann’s Innovation Games, the website and resource Manager-Tools.com, and Daniel Pink’s book Drive. Self-reflection Question: Are you rushing to implement changes, or are you taking time to build trust and understand the current state before introducing new practices? [Scrum Master Toolbox Podcast Recommends] 🚀 Global Agile Summit 2025 Join us in Tallinn, Estonia, from May 18th – 20th, 2025, for an event that will inspire, challenge, and equip you with real-world Agile success stories. 🌍 Connect with global Agile leaders. 💡 Learn practical strategies for impact. 🔥 Break free from Agile fatigue and become a Pragmatic Innovator Check Full Program [Scrum Master Toolbox Podcast Recommends] About Joel Bancroft-Connors Joel Bancroft-Connors is The Gorilla Coach — a Certified Scrum Trainer and Agile disruptor focused on sustainable value and effectiveness. With a background in product, project, and coaching, Joel blends sharp insights with practical tools to help teams thrive. He is a Miro power user and rocks curated classroom playlists. You can link with Joel Bancroft-Connors on LinkedIn.

4 Juni 14min

Populärt inom Politik & nyheter

svenska-fall
p3-krim
rss-krimstad
fordomspodden
rss-viva-fotboll
flashback-forever
aftonbladet-daily
rss-sanning-konsekvens
rss-vad-fan-hande
olyckan-inifran
dagens-eko
krimmagasinet
rss-frandfors-horna
rss-krimreportrarna
motiv
rss-expressen-dok
svd-dokumentara-berattelser-2
svd-nyhetsartiklar
blenda-2
spotlight