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Our presentation from ICGSE 2011 conference tutorial on coaching in distributed environment. First part covers basic facts to unify the knowledge. Second one is more interesting and describes our current approach to implement Agile and Lean principles into people's mindset ;) covering Kaizne workshop and A5/A3 concept
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Coaching in
distributed
environmentICGSE 2011 Tutorial
Jaroslav Procházka
Tomáš Tureček
Principal Consultants
Delivery Mentor Network, Tieto
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Tieto
today
• Net sales approximately EUR 1.8 billion
• Listed in NASDAQ OMX Helsinki and Stockholm
• Founded in 1968
Tietotoday
• 18 000 IT professionalsin close to 30 countries
• Customers on all continents
• One of the leading IT service companies in Northern Europe and global leader in selected segments
© 2011 Tieto Corporation
Who we are
• Delivery Mentor Network
• Core of the network
• 8 coaches
• 11+ years in IT (developers, architects, PMs)
• Have been supporting transformations in different industriesin last 5 years in Tieto
• Representing Tieto at international IT conferences
3 2011-07-18
© 2011 Tieto Corporation
Introduction
• Your name
• Current role
• Expectations
2011-07-184
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Synchronizing
our understanding
5 2011-07-18
Exercise
• Create groups of 3-5 people
• Try to answer:• What is coaching?
• What is mentoring?
• What do people expect?
• Time: 5 minutes
2011-07-18
© 2011 Tieto Corporation
“Give a man a fish;
you have fed him for today.
Teach a man to fish;
and you have fed him
for a lifetime”
[ Chinese proverb ]
7
Discussion
• Share your experience from distributed environment • What are typical issues you try to solve?
• What makes distributed collaboration harder?
• Have you identified root causes?
• Time: 5 minutes
2011-07-18
Discussion
• Share your experience about communication issues
• Time: 5 minutes
2011-07-18
© 2011 Tieto Corporation
Exercise
• Chinese whispers game• We need 4 volunteers
• First person reads the message and whispers it further in the chain
• Last person says message loud
• We will compare the message with the original
2011-07-1810
© 2011 Tieto Corporation
Chinese whispers exercise• Tieto sees market opportunity to enter Czech Republic Banking
market. Czech bank "Ceska Sporitelna" needs new banking system. Since we do not have enough suitable people here in Finland we need to hire skilled engineers and consultants in Czech republic. This way we get close to customer. Owner of the activity Martin Chmelar will lead kick-off meeting on 11th of October this year to explain strategic plan:• Kick-off meeting
• Core team nominations
• Hiring Czech people
• Knowledge transfer
• Pilot project
• Evaluation and next steps planning
• Except new Tieto site we expect to get return on investment in 1 year and 5% market share in Czech Republic banking area.
11 2011-07-18
© 2011 Tieto Corporation
Chinese whispers exercise• Background
• Ceska Sporitelna bank needs new IT system
• Needs• New banking system for Ceska Sporitelna, Czech bank• Entering local market• To be physically closer to Ceska Sporitelna customer• More resources needed: skilled engineers and Czech speaking consultants
• Solution• When: Kick-off meeting conducted by activity owner on 2012/10/11• Who: Martin Chmelar• Steps:
• Kick-off meeting
• Core team nominations
• Hiring Czech people
• Knowledge transfer
• Pilot project
• Evaluation
• Expected Outcomes• ROI in 1 year
• 5% market share in 1 year
• New Tieto location
2011-07-1812
© 2011 Tieto Corporation
Remote vs. face-to-face
communicationHelsinki Team
Czech Team
Low-cost broad-band
communication channel
High-cost narrow-band
communication channelBoundary
spanner
Boundary
spanner
Ambassador
Analyst
ArchitectureDesign&CodeTesting
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Our team story
14 2011-07-18
© 2011 Tieto Corporation
We started in 2006
• Context: • Ostrava just a delivery centre – environment context
• Successful “Agile” project
• Started with local (offsite) coaching of developers and testers
• Mindset and assumptions• Limited sphere of influence:
• focus on engineering practices like TDD, component architecture,code conventions, continuous integration, pair work
• Problems caused by onsite people
• Pushing our ideal vision (no tradeoffs and workarounds)
15
Sales Req. mgmt. Development DeploymentCust.
© 2011 Tieto Corporation
Real case example
• Developer’s perspective:
• I’m asked for estimates… thus we focused on improved estimations using prototypes and iterations that helps to understand the problem more in details
• First lessons learnt:
• Improving estimations is sub-optimization
• Onsite people making decisions lacks knowledge,we were not able to explain ideas
• Our proposals seen as obstacles
• Let’s conduct Agile training courses onsiteto learn experience and constraints of others.
16 2011-07-18
© 2011 Tieto Corporation
2007
• Context: Whole delivery teams – onsite & offsite• Conducting training courses for PMs and other roles onsite
• Mindset change: • Problem is sales people
• People have different views on the whole value chain(different concerns, goals, targets)
17
Sales Req. mgmt. Development DeploymentCust.
© 2011 Tieto Corporation
Real case example
• Explaining iteration concept via phone to traditional PM was hard• Different mindset, vocabulary
• Onsite PM training discovered fix-all-contract consequences!• Hard to utilize sprints/iterations benefits
• Second lessons learnt:
• Agile workshops with sales to learn their experience and constraints
• Different views and concerns of different people
• Typology
• Change agent (gate keeper, boundary spanner) for remote synchronization
• Narrow band channel
18 2011-07-18
© 2011 Tieto Corporation
2008
• Context: Whole delivery chain – onsite & offsite & sales• Conducting workshops for sales and customer representatives
• Mindset: • Problem is customer and contract
• We and customer see the value and control differently
• People do what they are measured for
• Delivered something else then expected in spite of fulfilling SLA/contract
• Our vision is not the only truth
• Looking for common goal
19
Sales Req. mgmt. Development DeploymentCust.
© 2011 Tieto Corporation
Real case example
• Sales: Customer needs price estimate to get budget to finance project
• Fix price is not the only model teach customers
• Fix price leads to lose-lose situation
• Third lessons learnt:
• Gather all people involved (one team approach)
• Uncover common goal
• People are part of the system (act as measured, different silos)
• Social relationship is key for further remote communication (trust)
• Let’s conduct Kaizen workshops with customers as well
20 2011-07-18
© 2011 Tieto Corporation
2009
• Context: Whole value chain• Conducting Kaizen workshops with customers as well
• Mindset: • People are part of “the system”
• Trying to merge people’s view of the system
• Most constraints are mental
• Problems can be solved if we extend the context
• Focus on solving Value Stream/Technical issues
21
Sales Req. mgmt. Development DeploymentCust.
© 2011 Tieto Corporation
2010
• Context: People around Whole value chain
• Mindset: • People have their personal view of the system they are part of
• People have their own needs and internal drivers
• Trying to understand perspectives of other people and their needs
• Always fix the root cause in long term
• But also provide quick wins here and now to ease the pain
• Coaching (pull instead of push)
22
Sales Req. mgmt. Development DeploymentCust.
© 2011 Tieto Corporation
Real life example• 2 day workshop in Helsinki
• Island volcano was against
• Video workshop• Lacking personal presence and body language
• Technology caused interruptions (hijacking talks)
• People annoyed
• 3 days instead of 2
• Face-to-face contact needed to build social relationships
• Highly interactive communication (whiteboard discussions)
23 2011-07-18
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14 weeks
frameworkThe way to overcome distribution
24 2011-07-18
1 2 3 4 5 6 7 8 9 10 11 12 13 14
© 2011 Tieto Corporation
How to?
• Question:How to do distribute coaching if it is so difficult?• Agile&Lean coaching is not only about its practices
• Human aspects
• Respect and Trust
• Answer:Goal is to start-up continuous improvement• …the rest is just matter of time:-)
• Lessons learnt as dependence on mentors
• The way:14 weeks framework latest evolution of our approach
25 2011-07-18
© 2011 Tieto Corporation
14 Weeks Transformation Framework
Introduction
• Transformation goals
• Lean Awareness / Game
• Key terms and tools
Focus / Kick-off
• Common understanding
of situation, motivation
• Top issues captured
(Kaizen workshop)
Continuous improvement
• Improvement (A3) discussion
and implementation
• Internal coach education
• Hands-on support
Independence
• Team self-improvement
• On demand consultancy
• Investment: 6 man-days extra time in 14 weeks for each core team member
• Components:
• Lean Awareness workshops
• Kaizen workshop
• Bi-weekly follow-ups
• Additional tools and materials
© 2011 Tieto Corporation
Introduction• Multiple entry points
• Teasers and teasing discussions
• Agile training course
• Lean awareness
• Mentoring
• Goal• Make people interested
• Make people care
• Make people to pull for more
27 2011-07-18
Intro
Kick-offImprovement
Independence
Things can be done
in a different way
Everyone is
responsible for
himself Stop talking
let’s play :-)
© 2011 Tieto Corporation
Introduction
28 2011-07-18
Intro
Kick-offImprovement
Independence
Together we
can change
the world
© 2011 Tieto Corporation
14 Weeks Transformation Framework
Introduction
• Transformation goals
• Lean Awareness / Game
• Key terms and tools
Focus / Kick-off
• Common understanding
of situation, motivation
• Top issues captured
(Kaizen workshop)
Continuous improvement
• Improvement (A3) discussion
and implementation
• Internal coach education
• Hands-on support
Independence
• Team self-improvement
• On demand consultancy
• Investment: 6 man-days extra time in 14 weeks for core team members
• Components:
• Lean Awareness workshops
• Kaizen workshop
• Bi-weekly follow-ups
• Additional tools and materials
© 2011 Tieto Corporation
Kick-off
• 2 days Kaizen workshop
• Goal• Get people physically together
• Synchronize all the people about
• Common goal
• What’s the value
• How the value is delivered
• Identify bottlenecks and plan to fix
• This activity creates momentum necessary for the change
30 2011-07-18
Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
Kaizen workshop – guideline
• Upfront preparation• Invite right people
• Identify delivery streams (80:20)
• Ensure
• Owner of the activity
• Executive support
• Mentor
• Skilled facilitators
• Communicate details to stakeholders
• What’s expected from them
• Future workshop outcomes
31 2011-07-18
Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
Intro
• Goal, Agenda, People, Expectations
• William Wallace speech
ValueStream
Mapping
• Group work Value Stream Mapping
• Consolidation of results onto whiteboard
Issues
• Group work issue identification across whole stream
• Issue consolidation onto the whiteboard
Rootcause
• Issue prioritization
• 5 why's or Current Reality Mapping (ToC CRT)
Social
• Wrap-up and feedback
• Dinner or beer in restaurant
32 2011-07-18
Kaizen workshop – guideline Day1Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
Intro
Kick-offImprovement
Independence
Intro
• Goal, Agenda, People, Expectations
• William Wallace speech
ValueStream
Mapping
• Group work Value Stream Mapping
• Consolidation of results onto whiteboard
Issues
• Group work issue identification across whole stream
• Issue consolidation onto the whiteboard
Rootcause
• Issue prioritization
• 5 why's or Current Reality Mapping (ToC CRT)
Social
• Wrap-up and feedback
• Dinner or beer in restaurant
33 2011-07-18
Kaizen workshop – guideline Day1
© 2011 Tieto Corporation34 2011-07-18
Intro
Issues
Rootcause
Social
ValueStream
Mapping
Intro
Kick-offImprovement
Independence
Group works (facilitator’s lessons)
These group works
are great. I do not
feel sleepy and I am
much more involved
I can’t believe a single
feature delivery takes
so long…
Wow, this value
stream is different
than we thought it is
© 2011 Tieto Corporation35
Intro
Issues
Rootcause
Social
ValueStream
Mapping
Intro
Kick-offImprovement
Independence
The Value and the stream
Ass. to IA
(CCB)
Classific
ation
1 week
Req.
Spec
Requeste
20 m
Cust. contact
Decision to
cont.
(Sol. Arch.)
Cust. contact
Ballpark
estimate
(Impl.
Arch.)
Approved
(Sol. Arch.)
Agreed by
cust.
Des. Spec.
and cost
estimate
Cust. contact
Agreed by
cust.
Des.
Spec
Release
agreed by
cust.
Des.
Spec
Assig. to
Sol. Arch.Break down
Tech. Spec.
and impl.
Review
Rework
Dev Test
(DS)
Rework
Test
Spec.
Test
Case
created
Regressi
on test
System/
Performanc
e/install
Tests
Bug fix
(REQUESTE)
Bug fix
(JIRA)
Bug fix
(JIRA)
Customer
Testing
1 d
1 h
1 week
2 w
20 m 1 week
2 d
1 day
2 h
5 h
2 weeks 4 d
2 weeks
3 h
2 months
1 w
3 weeks
Iter.
backlog
1 month
1 d 40 h
2 d
4 h
1 d 8 h
1 h
Wait for
test
1 month
1 d 1 h
2 d 1 d
2 h
1 week
4 h
© 2011 Tieto Corporation
Intro
Kick-offImprovement
Independence
Intro
• Goal, Agenda, People, Expectations
• William Wallace speech
ValueStream
Mapping
• Group work Value Stream Mapping
• Consolidation of results onto whiteboard
Issues
• Group work issue identification across whole stream
• Issue consolidation onto the whiteboard
Rootcause
• Issue prioritization
• 5 why's or Current Reality Mapping (ToC CRT)
Social
• Wrap-up and feedback
• Dinner or beer in restaurant
36 2011-07-18
Kaizen workshop – guideline Day1
© 2011 Tieto Corporation
Intro
Kick-offImprovement
Independence
Intro
• Goal, Agenda, People, Expectations
• William Wallace speech
ValueStream
Mapping
• Group work Value Stream Mapping
• Consolidation of results onto whiteboard
Issues
• Group work issue identification across whole stream
• Issue consolidation onto the whiteboard
Rootcause
• Issue prioritization
• 5 why's or Current Reality Mapping (ToC CRT)
Social
• Wrap-up and feedback
• Dinner or beer in restaurant
37 2011-07-18
Kaizen workshop – guideline Day1
© 2011 Tieto Corporation
Issues
Current
Reality
Tree
ValueStream
Mapping
Intro
Social
Rootcause
Estimates are
often too
optimistic
Estimates are forced
upfront without proof
of concept
Fixed priced
contract with
customers
Higher cost per
feature than
estimated
Productivity is
slower than
estimated
Constant
obstacles in
development
Concrete scope
is promised to
customers
Low ROI
More items to be
delivered than
possible
Strong push to
teams to deliver
faster
Cheap&dirty
solution often
wins
Defect software
at output
HardToMaintain
software at
output
A lot of
maintenance
work
High
maintenance
costs
Teams over-
commit
themselves
Demotivated
team members
© 2011 Tieto Corporation
Intro
Kick-offImprovement
Independence
Intro
• Goal, Agenda, People, Expectations
• William Wallace speech
ValueStream
Mapping
• Group work Value Stream Mapping
• Consolidation of results onto whiteboard
Issues
• Group work issue identification across whole stream
• Issue consolidation onto the whiteboard
Rootcause
• Issue prioritization
• 5 why's or Current Reality Mapping (ToC CRT)
Social
• Wrap-up and feedback
• Dinner or beer in restaurant
39 2011-07-18
Kaizen workshop – guideline Day1
© 2011 Tieto Corporation
Issues
Evening dinner
40 2011-07-18
ValueStream
Mapping
Intro
Rootcause
Social
Who’s turned
off the lights?!?
Now I see that you
are humans guys,
not just roles:-)
I can see faces behind
all these names…
© 2011 Tieto Corporation
Day 1recap
• Day 1 recap
• Goal, warm-up
Problem solving
• Root cause analysis recap
• World coffee solution creation
Plan
• Ease the pain
• Kaizen steps A3s
• Long term vision and plan
Groups
• Heroes group definition
• Coaches and mentors
• 14 weeks framework sessions planned
Wrap-up
• Wrap-up
• Feedback
41 2011-07-18
Kaizen workshop – guideline Day2Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
Day 1recap
• Day 1 recap
• Goal, warm-up
Problem solving
• Root cause analysis recap
• World coffee solution creation
Plan
• Ease the pain
• Kaizen steps A3s
• Long term vision and plan
Groups
• Heroes group definition
• Coaches and mentors
• 14 weeks framework sessions planned
Wrap-up
• Wrap-up
• Feedback
42 2011-07-18
Kaizen workshop – guideline Day2Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
Improvement formalization• A5
• Draw-up improvement proposal
• Problem description + solution or the first suggestion
• A3• Approved and prioritized A5
• Based on Plan-Do-Check-Act cycle
• Reporting of the improvement
• Problem description and background
• Target (improved) state
• Problem root cause analysis
• Proposed solution in form of measurable actions
• Real state after implementation
43 2011-07-18
Day 1recap
Groups
Wrap-up
Problem solving
Plan
Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
Day 1recap
• Day 1 recap
• Goal, warm-up
Problem solving
• Root cause analysis recap
• World coffee solution creation
Plan
• Ease the pain
• Kaizen steps A3s
• Long term vision and plan
Groups
• Heroes group definition
• Coaches and mentors
• 14 weeks framework sessions planned
Wrap-up
• Wrap-up
• Feedback
44 2011-07-18
Kaizen workshop – guideline Day2Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
Day 1recap
• Day 1 recap
• Goal, warm-up
Problem solving
• Root cause analysis recap
• World coffee solution creation
Plan
• Ease the pain
• Kaizen steps A3s
• Long term vision and plan
Groups
• Heroes group definition
• Coaches and mentors
• 14 weeks framework sessions planned
Wrap-up
• Wrap-up
• Feedback
45 2011-07-18
Kaizen workshop – guideline Day2Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
14 Weeks Transformation Framework
Introduction
• Transformation goals
• Lean Awareness / Game
• Key terms and tools
Focus / Kick-off
• Common understanding
of situation, motivation
• Top issues captured
(Kaizen workshop)
Continuous improvement
• Improvement (A3) discussion
and implementation
• Internal coach education
• Hands-on support
Independence
• Team self-improvement
• On demand consultancy
• Investment: 6 man-days extra time in 14 weeks for each core team member
• Components:
• Lean Awareness workshops
• Kaizen workshop
• Bi-weekly follow-ups
• Additional tools and materials
© 2011 Tieto Corporation47 2011-07-18
Improvement meetings
• Goal• Plan-Do-Check-Act cycle in practice
• Learning by doing
• Teaching to fish
• Agenda• 14 weeks meeting schedule update
• Regular re-voting about streams (Go/No Go)
• Regular follow-up of A5/A3
• New and existing A5/A3 + prioritization, status, follow-up
Intro
Kick-offImprovement
Independence
© 2011 Tieto Corporation
14 Weeks Transformation Framework
Introduction
• Transformation goals
• Lean Awareness / Game
• Key terms and tools
Focus / Kick-off
• Common understanding
of situation, motivation
• Top issues captured
(Kaizen workshop)
Continuous improvement
• Improvement (A3) discussion
and implementation
• Internal coach education
• Hands-on support
Independence
• Team self-improvement
• On demand consultancy
• Investment: 6 man-days extra time in 14 weeks for core team members
• Components:
• Lean Awareness workshops
• Kaizen workshop
• Bi-weekly follow-ups
• Additional tools and materials
© 2011 Tieto Corporation49 2011-07-18
Independence• Goal
• To get here with the team :-)
Vision is stable
Continuous improvement implemented
Local mentor(s) in place
Bright future secured :-)
Intro
Kick-offImprovement
Independence
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Wrap-upQuestions and answers
© 2011 Tieto Corporation
Conclusion
• What did you take from the tutorial?
© 2011 Tieto Corporation
Conclusion
• Coaching is about coaching people• People first, system the second
• Soft skills, practice what you preach
• We showed our way to overcome this distribution• Motivate people to PULL
• Face to face intensive sharing kick-off
• Focus onto build-in continuous improvement (driven by teams)
• Remember our story and mindset shift• Actions need to correspond to people and environment readiness
52 2011-07-18
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Jaroslav Procházka
Tomáš Tureček
Principal Consultants
Delivery Mentor Network, Tieto