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.

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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

Balancing Delivery Pressure with Agile Transformation | Antti Horelli

Balancing Delivery Pressure with Agile Transformation | Antti Horelli

Antti Horelli: Balancing Delivery Pressure with 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. Antti shares his experience leading an agile transformation across three siloed organizations: development, QA/testing, and support. The transformation involved establishing cross-functional teams and implementing visual management through a comprehensive planning wall. Despite initial progress with joint planning days and rolling wave planning, the pressure to deliver led to reverting to traditional project management approaches. This story highlights the challenge of maintaining agile principles while under delivery pressure and the importance of focusing on reliable delivery rather than agile for agile's sake. Self-reflection Question: How do you balance the need for immediate results with long-term agile transformation goals? [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.

29 Jan 15min

The Challenge of Breaking Silos, And Building Collaborative Teams Remotely | Antti Horelli

The Challenge of Breaking Silos, And Building Collaborative Teams Remotely | Antti Horelli

Antti Horelli: The Challenge of Breaking Silos, And Building Collaborative Agile Teams Remotely 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 shares a story about a team of solo workers who struggled to collaborate effectively. Despite having technical expertise, the team faced challenges in delivering value due to conflicting views on "good tech work" and communication issues. The remote working environment further complicated their interactions, ultimately leading to the team's dissolution. This experience emphasizes the importance of focusing on team cohesion and establishing clear ways of working, especially in distributed teams. Featured Book of the Week: "Lean, Resolving the efficiency paradox" Antti recommends "This is Lean: Resolving the Efficiency Paradox” by Modig et al., an approachable book for its clear explanation of flow efficiency versus resource efficiency in Scrum and Kanban. The book helped him understand the counterintuitive benefits of optimizing for one-piece flow and completing single value-delivering items, offering valuable insights for process improvement. Self-reflection Question: How can you help your team transition from individual work patterns to effective collaboration? [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.

28 Jan 14min

The Three-Day Sprint Planning Nightmare - Learning from Failure | Antti Horelli

The Three-Day Sprint Planning Nightmare - Learning from Failure | Antti Horelli

Antti Horelli: The Three-Day Sprint Planning Nightmare - Learning from Agile Failure 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, Antti shares a critical learning moment from his early Scrum Master days when a sprint planning session extended to three days due to poor preparation. The team discovered that backlog items were much larger and different than expected, while unexpected background decisions further complicated the planning. This experience highlighted the vital importance of proper refinement work and maintaining clear communication channels about decisions affecting the team. Self-reflection Question: How do you ensure your team has sufficient context about upcoming decisions while avoiding information overload? [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.

27 Jan 14min

BONUS: Gojko Adzic on Optimizing Products for Long-Tail Users (Agile Online Summit 2024 Replay)

BONUS: Gojko Adzic on Optimizing Products for Long-Tail Users (Agile Online Summit 2024 Replay)

BONUS: Gojko Adzic on Optimizing Products for Long-Tail Users (Agile Online Summit 2024 Replay) In this BONUS episode, we revisit Gojko Adzic’s insightful interview at the Agile Online Summit 2024. Gojko, an award-winning author and software expert, unpacks the principles behind his latest book, Lizard Optimization, offering a fresh perspective on improving product usability by addressing the needs of long-tail users. From learning from unexpected user behaviors to refining products with a systematic approach, this episode is filled with practical tips for product teams and Agile practitioners. What is Lizard Optimization? Drawing from his experiences as a product developer, Gojko introduces the idea of Lizard Optimization. He discusses how observing unexpected user behaviors led him to refine his SaaS tools like Narakeet and MindMup. By focusing on usability challenges and unusual patterns, he has turned serendipity into actionable insights. “Users aren’t stupid—they’re just finding creative ways to get value from your product. Listen to them.” Gojko explains the inspiration behind the metaphor of the “Lizardman constant,” a concept from a Scott Alexander blog post. He describes how this principle applies to product optimization: understanding and addressing the 4% of surprising, unexplainable behaviors can uncover opportunities for innovation. “The job isn’t to judge users—it’s to explore why they’re doing what they’re doing and how we can help them succeed.” The High-Level Process of Lizard Optimization Gojko outlines the systematic process described in his book to leverage unexpected user behavior: Observe Misuse: Identify how users deviate from expected patterns. Extract Insights: Focus on one unexpected behavior as a signal. Remove Obstacles: Help users achieve their goals more easily. Monitor Impacts: Detect and adjust for unintended consequences. “Start monitoring for the predictable but unexpected—those hidden gems can unlock your next big feature.” Practical Advice for Product Teams For teams ready to apply these concepts, Gojko emphasizes the importance of expanding observability tools to include product metrics and not just technical ones. He shares how tracking unpredictable user actions can inspire impactful changes. “About a third of what we do delivers value—focus on finding where unexpected value lies.” Recommended Resources To dive deeper into these ideas, Gojko recommends: Trustworthy Online Controlled Experiments by Ron Kohavi Evidence Guided by Tim Herbig LizardOptimization.org “Experimentation and evidence-based decision-making are the keys to building better products.” Closing Thoughts: “Look for the Unexpected” Gojko’s parting advice for Agile practitioners is simple yet powerful: Look for the unexpected. By embracing surprises in user behavior, teams can transform minor inconveniences into major opportunities for growth. “The unexpected is where innovation begins.” About Gojko Adzic Gojko Adzic is an award-winning author, speaker, and product creator. His books, including Lizard Optimization, Impact Mapping, and Specification by Example, have become essential reads for Agile practitioners and product teams worldwide. Gojko is a 2019 AWS Serverless Hero, the winner of the 2016 European Software Testing Outstanding Achievement Award, and the 2011 Most Influential Agile Testing Professional Award. He has also co-founded several successful SaaS tools, including Narakeet, MindMup, and Votito. You can link with Gojko Adzic on LinkedIn.

25 Jan 40min

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