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

Chris Sims: When Terminology Creates Misunderstandings, The "Ideal Days" 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. In this insightful episode, Chris Sims shares a valuable lesson from his early days implementing XP and Scrum. Chris's team had established an effective workflow using relative estimation with "ideal days" rather than story points, achieving good predictability and velocity measurements. However, things took an unexpected turn when a skeptical VP discovered their tracking spreadsheet and misinterpreted their metrics as showing only 2.5 days of work per week. Despite Chris's best efforts to explain the concept of "ideal days," the misunderstanding tarnished the team's reputation. Chris emphasizes the importance of socializing your working methods with stakeholders and communicating in ways meaningful to leadership. Working "under the radar" can backfire, so transparency about your processes is crucial for organizational alignment and trust. Self-reflection Question: How transparent are you about your team's estimation methods with stakeholders who might not be familiar with agile terminology? [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 Chris Sims Chris Sims is a scrum trainer, agile coach, and recovering C++ developer who helps organizations improve their productivity and happiness. Chris is the founder of Agile Learning Labs and the co-author of two best-selling scrum books: The Elements of Scrum and Scrum: a Breathtakingly Brief and Agile Introduction. You can link with Chris Sims on LinkedIn.

21 Apr 21min

BONUS: Maria Chec Explores the Divide Between Agile Leaders and Practitioners In this BONUS episode, we explore Agile leadership with Maria Chec, author and host of Agile State of Mind. Maria shares insights from her analysis of Miro's Agile Survey, revealing a concerning disconnect between how Agile leaders and practitioners experience agile methodologies. We explore the roots of this divide, discuss practical approaches to bridging the gap, and consider the implications of recent industry developments like the PMI-Agile Alliance merger. Maria offers valuable perspectives on creating truly collaborative environments where frameworks serve the teams, not the other way around. The Disconnect Between Leaders and Practitioners "Practitioners feel pressured to comply with agile practices when they don't seem to add value." Maria highlights a stark divide revealed in Miro's survey of 1,200 agile practitioners and leaders. When asked if agile is living up to its original values, leaders and practitioners gave drastically different responses. For example, 69% of practitioners felt processes and tools overshadow individuals in their organizations, while only 43% of leaders shared this view. Similarly, 58% of practitioners believed documentation was prioritized over delivering final products, compared to just 39% of leaders. These disparities point to a fundamental disconnect in how agile is experienced at different organizational levels, with practitioners often feeling frameworks are imposed rather than collaboratively implemented. When Frameworks Become the Problem "The framework is too rigid... The framework is too complex... We have to change too much to use the framework." The issue isn't with agile frameworks themselves but how they're applied, Maria argues. Leaders often implement frameworks like SAFe without sufficient practitioner input or adaptation to organizational context. This creates an anti-pattern of "magical thinking" where companies believe they can install off-the-shelf solutions that worked elsewhere without considering their unique circumstances. The practitioners, who must live with these frameworks daily, experience frustration when rigid implementations fail to address their actual needs. Conway's Law comes into play here – the structure imposed by leadership often doesn't align with how teams naturally need to collaborate based on the systems they're building. The Role of Psychological Safety "Can I really admit that something the leadership made me do is not working for me? Will I be the only one admitting it?" This disconnect reveals deeper issues around psychological safety and trust within organizations. Many practitioners fear speaking up about framework problems, especially when they've just endured yet another organizational transformation. Maria emphasizes that without psychological safety, feedback loops break down, preventing the continuous improvement that's central to agile philosophy. Leaders must create environments where teams feel safe to provide honest feedback about what's working and what isn't, without fear of being singled out or dismissed. Without this safety, frameworks become rigid implementations rather than adaptable approaches that evolve with team needs. Reconnecting Through Gemba Walks "Be there where the value is created and know what's going on." To bridge the gap between leadership vision and practitioner reality, Maria strongly recommends Gemba walks – a concept from Lean and Toyota where leaders go to where value is created. This practice helps leaders understand the actual work being done and build relationships with team members. Maria references Project Aristotle at Google, which found that trust and psychological safety are fundamental to team success. She also notes the importance of leaders articulating a meaningful mission to inspire teams, sharing her experience at a taxi-hailing app where the CEO's vision of reducing urban parking needs made her feel she was "building something for the future." Leaders should regularly spend time where the actual work happens Teams need to understand how their work contributes to a larger purpose Open communication channels must be genuine, not just symbolic In this segment, we refer to Management 3.0 and Managing For Happiness by Jurgen Appelo.  The PMI-Agile Alliance Merger and the Future of Agile "Have we really found better ways? Why are Agile Alliance and PMI merging?" The recent merger between the Project Management Institute and Agile Alliance represents a surprising development in the industry. Maria takes an optimistic view, wondering if this indicates PMI recognizing that agile is truly the way forward. She acknowledges the perception that "Agile is dead" discussions highlight a crisis in the movement, but suggests the merger might be an opportunity to influence project management with agile values. She emphasizes how AI is creating massive changes that require experimentation and adaptation – precisely what agile approaches enable. This industry shift offers agile practitioners the chance to shape how traditional and agile methodologies might complement each other in the future. The merger could be seen as closing a circle or as an opportunity for cross-pollination "Agile is dead" discussions reflect growing pains rather than true failure Rapid technological changes with AI require more experimentation, not less Breaking Down Silos with "Glue Roles" "What are the 'glue roles' that you need in your organization?" Maria introduces her concept of "glue roles" – positions that help break down silos and foster collaboration regardless of what they're called. Whether they're RTEs (Release Train Engineers), Agile Coaches, or Technical Project Managers, these roles can transform organizational effectiveness when focused on enabling teams rather than enforcing processes. She observes that nature constantly changes, yet we expect our companies to remain static. This mindset prevents the adaptation necessary for true agility. Instead, organizations need individuals who can facilitate communication, remove barriers, and help teams collaborate effectively across boundaries. Focus on the function of collaboration rather than rigid role definitions Adapt roles to organizational needs rather than forcing organizational change to fit frameworks Use these roles to foster psychological safety and open communication Learning Through Experimentation "We need to experiment." Looking toward the future, Maria emphasizes the importance of experimentation in the face of rapid technological change, particularly with AI. She notes that while tech professionals are often thought to be early adopters, AI tools like ChatGPT are being embraced across all industries. The accelerating pace of change means we can no longer plan years ahead with certainty – what we use today may be obsolete in two years. This reality makes agile approaches even more relevant, as they embrace change rather than fight it. She encourages agile practitioners to openly discuss how they use these new tools, adapting their practices rather than clinging to outdated methods. The accelerating pace of change makes long-term planning increasingly difficult AI is already transforming work across all industries, not just tech Agile principles of adaptation and experimentation are more relevant than ever About Maria Chec Maria Chec is a seasoned Agile leader, ProKanban Trainer, and creator of Agile State of Mind. With over a decade of experience, she specializes in transforming teams through SAFe, OKRs, and process optimization, achieving remarkable productivity gains. Maria's mission is empowering teams to thrive through collaboration and adaptability. You can link with Maria Chec on LinkedIn and subscribe to Maria Chec’s Substack.

19 Apr 40min

Richard Brenner: Hypothesis-Driven Product Ownership, The Experimental Mindset 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 Experimenter Richard describes great Product Owners as "experimenters" who understand that everything they do is a hypothesis requiring validation. The best POs establish feedback loops early, actively engage with users and clients, and approach product development with a scientific mindset. Richard shares an experience working with a "coaching PO" who excelled at involving everyone in defining what needed to be done.  This PO was inspiring and helped the team participate in both building and decision-making processes. Richard emphasizes that the relationship between PO and team must be a true partnership—not hierarchical—for success to occur. Great POs facilitate team involvement rather than dictating direction, creating an environment where collaborative problem-solving thrives. In this segment, we refer to the Role Expectation Matrix Retrospective, and the Product Owner Sprint Checklist, a hands-on coaching tool for anyone interested in helping PO’s prepare and lead successful Sprints with their teams. The Bad Product Owner: The Tech Visionary Disconnected from Users Richard recounts working with a high-level sponsor, a medical doctor interested in technology, who hired multiple development teams (up to four Scrum teams) to build a product. While technically knowledgeable, this PO had very concrete ideas about both the technology and solution based on assumptions about client needs.  The team developed impressive technology, including a domain-specific language (DSL), and felt they were performing well—until they delivered to actual clients. Only then did they discover users couldn't effectively use the software, requiring a complete rethinking of the UX concept. This experience taught Richard the critical distinction between the customer (the sponsor/PO) and the actual end users, demonstrating how even technically sophisticated Product Owners can miss essential user needs without proper validation. Self-reflection Question: How might you help Product Owners in your organization balance their vision with the practical realities of user needs and feedback? [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 Richard Richard is a versatile technology leader with experience as a Software Engineer, Product Owner, and Agile Coach. Passionate about building software that excites, he thrives at the intersection of technology, change, and leadership. Lately, he's focused on Collaborative Modeling, bridging disciplines to drive innovation and create meaningful impact. You can link with Richard Brenner on LinkedIn.

18 Apr 20min

Richard Brenner: Contracting for Success,  Establishing Clear Agile Coaching Outcomes 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. Richard reflects on his evolution in defining success as a Scrum Master and Agile Coach. Initially, he believed that if his team was successful, he was successful—but soon realized this perspective was incomplete. Top management wanted tangible evidence of coaching impact, which became problematic without clearly defined metrics. Richard now advocates for establishing a coaching agreement at the beginning of any engagement, with both management and teams defining what success looks like for the coach. He emphasizes the importance of dual-sided accountability as a natural outcome of proper contracting, using metrics that matter to the organization such as flow metrics and outcome metrics to demonstrate coaching value. Self-reflection Question: How are you measuring your own success as a coach or Scrum Master, and have you created explicit agreements with both teams and management about what success looks like? Featured Retrospective Format for the Week: Solution Focused Retrospective Richard recommends the Solution Focused Retrospective from the book "Solution Focused Coaching for Agile Teams." While traditional retrospective formats from books like "Agile Retrospectives" typically open a topic and dig deeply into the problem space, the solution-focused approach suggests spending only a short time discussing problems before pivoting to designing the desired future state. This format focuses on identifying the next step and emphasizing what positive outcomes the team wants to achieve, rather than dwelling on what's wrong. Richard values this approach for its ability to maintain a positive, forward-thinking mindset within teams. [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 Richard Richard is a versatile technology leader with experience as a Software Engineer, Product Owner, and Agile Coach. Passionate about building software that excites, he thrives at the intersection of technology, change, and leadership. Lately, he's focused on Collaborative Modeling, bridging disciplines to drive innovation and create meaningful impact. You can link with Richard Brenner on LinkedIn.

17 Apr 16min

Richard Brenner: When Individual Performance Metrics Block Agile 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. Richard shares an experience of implementing Agile methods in a large organization that initially showed promising signs with management "pull" for change. The transformation began well with cross-functional teams created through self-selection workshops. However, unexpected resistance emerged during the kick-off day, particularly from a line manager and his team. When investigating the source of this resistance, Richard discovered that the company's bonus structure was tied to individual performance metrics, fundamentally conflicting with Agile's team-oriented approach.  This insight led to developing a pilot for a team-focused performance management system. After three months, the team held a retrospective with all stakeholders, where management demonstrated remarkable leadership by empowering teams to redesign their structure when the initial setup wasn't working. This flexibility allowed even the most vocal critics to become part of the solution. Self-reflection Question: In what ways might your organization's reward structures be unintentionally blocking successful Agile adoption? [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 Richard Richard is a versatile technology leader with experience as a Software Engineer, Product Owner, and Agile Coach. Passionate about building software that excites, he thrives at the intersection of technology, change, and leadership. Lately, he's focused on Collaborative Modeling, bridging disciplines to drive innovation and create meaningful impact. You can link with Richard Brenner on LinkedIn.

16 Apr 17min

Richard Brenner: How Small Signs of Cynicism Can Destroy Agile Team Cohesion 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. Richard shares a powerful story about how team dysfunction often starts with small steps. During a joint retrospective with three agile teams, Richard witnessed a moment where a team member made a cynical comment toward a manager who was attempting to participate. This revealed a damaged relationship between management and the team, creating tension that Richard initially chose to ignore. Looking back, he would now immediately address such comments and tackle the "elephant in the room." Richard explains how seemingly minor behaviors like cynicism or passive-destructive actions (such as consistently being late to stand-ups) can significantly impact team health. He recommends establishing conflict resolution protocols early and using impact feedback without judgment to address these issues before they escalate. In this segment, we refer to Lysa Adkins’ conflict resolution protocol.  Self-reflection Question: What small signs of dysfunction might you be overlooking in your team that could develop into larger problems? Featured Book of the Week: Solution Focused Coaching for Agile Teams Richard recommends "Solution Focused Coaching for Agile Teams" by Ralph and Veronika. This book describes the solution-focused approach to many common situations that Agile coaches face in their work. Richard values this resource for its practical guidance on addressing challenges through a positive, solution-oriented perspective rather than dwelling on problems. [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 Richard Richard is a versatile technology leader with experience as a Software Engineer, Product Owner, and Agile Coach. Passionate about building software that excites, he thrives at the intersection of technology, change, and leadership. Lately, he's focused on Collaborative Modeling, bridging disciplines to drive innovation and create meaningful impact. You can link with Richard Brenner on LinkedIn.

15 Apr 15min

Richard Brenner: Skipping the Vision, How Not to Introduce Kanban 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. Richard shares an important learning experience from introducing Kanban to teams using a top-down approach. Without clearly articulating why the change was needed, team members questioned what they were doing wrong that necessitated change. Richard found himself unable to connect the organizational vision to the methodology shift, leading to resistance. He emphasizes the importance of first understanding the problem before applying Scrum or Kanban, defining what success looks like, and involving people early in the change process. Richard also recommends thorough contracting with client organizations to assess their current state and understand who is trying to change what, and why. In this episode, we refer to Kotter’s book Leading Change. Self-reflection Question: How might your change initiatives be improved by spending more time defining the "why" before introducing new methodologies? [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 Richard Richard is a versatile technology leader with experience as a Software Engineer, Product Owner, and Agile Coach. Passionate about building software that excites, he thrives at the intersection of technology, change, and leadership. Lately, he's focused on Collaborative Modeling, bridging disciplines to drive innovation and create meaningful impact. You can link with Richard Brenner on LinkedIn.

14 Apr 22min

BONUS: NVC, Walking Towards Conflict with Love With Maria Arpa and Bob Marshall In this BONUS episode, we explore Nonviolent Communication (NVC), a powerful tool that has changed how many people work and relate to family, friends, and colleagues. Maria Arpa, a previous guest on the podcast, and who studied directly under Marshall Rosenberg, the creator of NVC, shares her insights on this transformative practice. Joining us is Bob Marshall, an NVC advocate and practitioner who applies these principles in organizational settings. Understanding the Foundation of Nonviolent Communication "We have universal needs... what we try to distinguish is the need and the strategy I'm using to meet the need." Nonviolent Communication is both a practical communication tool and a spiritual practice designed to help us connect more authentically with ourselves and others. Maria explains how NVC emerged from the work of Dr. Marshall Rosenberg, who studied under Carl Rogers, the developer of person-centered therapy. At its core, NVC represents a paradigm shift away from what Maria calls "domination culture" – a system built on hierarchy, punishment, and obedience to rules. The dominant culture in which we live often relies on fear, guilt, and shame to motivate behavior. In contrast, NVC comes from the philosophy of nonviolence, encouraging people to be independent thinkers who make choices from their own internal compass. This approach recognizes that all people have the potential to manifest love, even in challenging situations. The Power of Needs-Based Theory "If I take a need for fairness or respect... how many ways are there to meet that need? And what if you believe you're meeting your need for fairness using whatever strategy you're using, and I believe that is impacting on my need for respect? We have a collision in strategies." A fundamental aspect of NVC is needs-based theory. Maria explains that while we all share universal needs – from basic physical requirements like air and food to psychological needs like creativity, recognition, and fairness – conflicts arise not from the needs themselves but from the strategies we use to meet those needs. This distinction between needs and strategies offers a powerful framework for resolving conflicts. When we understand that we're arguing over strategies, not the underlying needs, we can empathize with each other and explore different approaches that honor everyone's needs. As Maria advises, "Don't try to strategize until you understand all the needs on the table." Breaking Free from the Debate Model "The debate model of conversation is about one argument prevailing over all others... it's a terrible idea for when we want to meet as humans and have a conversation." Maria highlights how our society has embraced the debate model of conversation, where one perspective must win over others. This approach, while potentially useful in controlled settings like scientific research, creates significant problems in human interactions. When operating in debate mode, we're focused on overpowering others or protecting ourselves from humiliation rather than genuinely connecting. The dialogue roadmap that Maria developed offers an alternative to this debate model. It allows people to express themselves fully – to "empty out" everything they're carrying, even if it doesn't initially make coherent sense. This process helps people make sense of their experiences and move toward authentic dialogue rather than competitive debate. NVC in Organizations: Addressing Collective Needs "Needs are getting ignored in most organizations... it's not that we have shared needs and we debate about the strategies for getting those needs met." Bob Marshall, an organizational psychotherapist, explains how NVC principles can transform workplace dynamics. He observes that many organizations operate through "fear, obligation, guilt, and shame" – what he calls "the four horsemen of the work apocalypse." These mechanisms are used to control behavior but create toxic environments that diminish both productivity and well-being. By applying NVC in organizational settings, Bob helps collective entities recognize and address their needs. Many companies are unaware of their collective needs, and some cultures even shame people for acknowledging needs exist. Helping organizations understand their shared needs creates a foundation for healthier, more productive workplaces where people can thrive rather than merely survive. In this segment, we refer to an episode with Michelle Pauk, where we explore the lessons from Foucault’s Book Discipline and Punish, and to Manfred Max-Neef, a Chilean economist. The Connection Before Correction Principle "One of the most wonderful things is connection before correction." Maria emphasizes the importance of building relationships before attempting to change behaviors or address problems. She suggests that our fast-paced world has created a situation where our emotional processing cannot keep up with the speed of our actions and decisions. We've become skilled at multitasking and meeting deadlines but haven't paid adequate attention to our emotional needs. The result is that many people are emotionally "backed up" or "constipated" – unable to process their feelings in healthy ways. Maria's work involves slowing things down to create space for authentic connection and emotional integration. This approach doesn't sacrifice efficiency – as she notes, "We get more done with less resource once we've been through the tunnel." Learning Directly from Marshall Rosenberg "Marshall Rosenberg said, 'The people that are going to take this forward will have the right balance of compassionate understanding and political savvy.' And I just went, 'That's me.'" Maria shares her personal journey with NVC, beginning with a chance encounter at her son's school that led her to attend a presentation by Marshall Rosenberg. She was immediately captivated by his approach, which answered questions she had been unable to resolve through other therapies and educational frameworks. Her pivotal experience came in 2005 when she joined Rosenberg and others for a 15-day intensive in Switzerland focused on social change. This immersive experience transformed her understanding of communication and human connection. When she asked Rosenberg who would carry his work forward, his answer about needing both "compassionate understanding and political savvy" resonated deeply with her, setting her on a path to develop her own applications of NVC principles. In this segment, we refer to the book The Surprising Purpose of Anger by Marshall Rosenberg. About Maria Arpa and Bob Marshall Maria Arpa is a facilitator, mediator, and trainer who describes her work as "walking towards conflict with love." She developed the Dialogue Road Map, a framework that builds on NVC principles to guide people out of debate-style conversations into authentic dialogue. Maria studied directly under Dr. Marshall Rosenberg and has applied NVC in various challenging contexts, including working with gang violence and facilitating dialogue between concentration camp survivors and a business that had purchased a former concentration camp site. You can link with Maria Arpa on LinkedIn and follow Maria’s work on her website. Bob Marshall is an organizational psychotherapist who works with the collective psyche of organizations. He has been studying and practicing NVC for over 15 years, incorporating it into his work helping organizations understand and meet their collective needs. Bob believes in creating more joyful work environments and has dedicated his career to helping people have more pleasant experiences in the workplace. Bob Marshall is the author of several books on organizational psychotherapy. You can link with Bob Marshall on LinkedIn and follow Bob Marshall’s blog.

11 Apr 52min