ScrumMaster Training with Mike Vizdos

Earlier this week, I drove down to Phoenix to attend a ScrumMaster training workshop presented by Certified Scrum Trainer (CST) Mike Vizdos.  Mike is the guy behind those Scrum “chicken and pig” cartoons; check out his Implementing Scrum website.  The Agile Alliance has a pretty open-ended approach to training, and each CST pretty much does it in his own way.  I looked at several workshops coming to the southwest and California over the next couple of months, and chose Mike’s.  Good choice.

There were 22 of us in the class, with eight folks from one company, and smaller groups from a couple of others.  Mike had Phoenix local Alan Dayley on hand as co-presenter.  The morning of day one was the intro – Agile principles, the basics of Scrum, and an explanation of backlogs and burndown charts.  As the day progressed we got into Scrum roles – Product Owner, ScrumMaster, and Team Member.  A simulation involving Martian tourism got us engaged, but also demonstrated the criticality of the Product Owner to the team’s ability to make progress.  We discussed Bruce Tuckman’s “stages of group development” model, and talked about the ramifications of disruptions to the process of becoming high-performing teams.  We also briefly addressed retrospectives.  At day’s end, Mike made a point of warning us not to try to implement Scrum all at once, at the risk of massive rejection.  “Don’t spook the herd,” I murmured.

The next day, we got into Scrum values (as opposed to the values expressed as preferences in the Agile Manifesto).   Mike uses the acronym FORCE, for focus, openness, respect, commitment, and extreme courage.  We also talked extensively about user stories, including an interesting simulation.  We explored various estimation techniques, including planning poker, and defining “done.”  Along the way, we ran through more simulations, to let us practice the concepts.  The notion of velocity, expressing the ability of the team to process items from the backlog in the most recent sprint, was the subject of one simulation.  It helped me understand why the Scrum approach requires a planning session for every Sprint, and why we don’t just carry over backlog items not completed.

The longest simulation of the workshop had us run through a sprint planning meeting and three seven-minute iterations, without benefit of a ScrumMaster or retrospectives, and with various disruptions by the CEO and a compliance consultant.  Some CST’s construct exercises that let the teams succeed; Mike ensures they fail, under the theory that you’ll learn more from failure.  The teams were continuously reset into forming and storming, and progress essentially stopped every few minutes while we re-grouped.  The post-mortem on the simulation certainly had a lot of findings, so I’d say the approach works.

As a project manager, my interest was in determining how to best integrate a development effort using Scrum methods into a larger project using traditional critical path methods.  My principle insight during the course was that the Product Owner was the scope driver, and therefore best positioned to work closely with a project manager external to the team.  Indeed, the role of ScrumMaster is focused on managing team dynamics, preventing external influences from creating disruptions, and ensuring adherence to the Scrum methods, rather than optimizing for delivery according to an externally developed plan.  This explained a lot of the comments and blog posts I’ve been reading lately, expressing antipathy toward project managers.  It’s not that Scrum teams don’t create schedules; they simply reserve the right to continuously adapt the schedule to the release backlog, and vice-versa.  Fair enough, but I’ve gotten weary of horror stories about pointy-haired project managers.

Highly recommended.  To enroll in one of Mike’s workshops, check out his website.  For more insight into the Product Owner role, check out Peter Saddington’s recent post on ten essential Product Owner characteristics.

News, Side Notes, and Observations

Every once in a while, I like to write about current events and (briefly) ruminate on what I’ve learned recently, and the vernal equinox is all the excuse I need.

  • Samad Aidane has completed the upload of the recordings of the PM Telesummit.  If you registered, he’s already sent you an EMail with the details; if you didn’t get it, let him know. samad@pmtelesummits.com
  • Sally Elatta interviewed Rory McCorkle, the business owner of the recently announced Agile project management certification (which still does not have an official name) on Thursday, March 17.  While no earth-shattering developments were discussed, it’s a really detailed explanation of what PMI has released about the pilot program so far, and if you have an hour or so, the recording is available.  Note: you need to be a PMI member to access the recording.
  • If you’re thinking about pursuing a Master’s degree, check out “The Definitive Guide to Master of Project Management Degrees.”  It’s the clearest explanation I’ve read yet of the difference in the various flavors – MBA, MS-PM, MS-IT/PM, MPM, and so on – and they conclude with a list of fourteen schools and the degrees they offer.  My alma mater, Capella, is on the list, and I recommend it highly if you’re a working professional in search of a good distance learning alternative.
  • It’s worth remembering that the subject of the legendary 2001 conference of seventeen software developers at Snowbird, Utah that resulted in the Manifesto for Agile Software Development was lightweight development methods.  While the collection of methodologies we refer to as “Agile” are certainly well suited for that purpose, I don’t want to drive over a suspension bridge built using an Agile approach.  Your mileage may vary, and so should your approach to managing projects.
  • Having said that, the Agile project management Declaration of Interdependence, which was written in 2005 by many of the same folks who were at Snowbird in 2001, is a set of principles that will benefit nearly any project.  Maybe even those that involve a suspension bridge.

Here’s to the start of spring, when all things are made new again!

Studying Leadership (for project managers)

Twice during the last week, I’ve had the subject of leadership come up in conversations with project managers, and today I read a post by a respected project management blogger that made the assertion, “Leadership can’t be taught.”  Of course it can – it’s been taught for centuries.  If you’re serious about pursuing a career where you have to influence others with only limited authority, you need to study leadership.

Classic texts such as Sun Tzu’s “The Art of War” have gained a whole new level of popularity in the west in the last few years, and the Chinese are starting to re-discover the teachings of Confucius, which were the basis for the Imperial examination system for government officers for over two thousand years.  The Instruction of Ptahhotep, a vizier under King Isesi of the Fifth Dynasty, to his son is a collection of maxims dealing with human relations, touching on the leadership virtues of kindness, justice, truthfulness, moderation and self-control.  More recently, humanistic approaches to leadership have been studied by both academics and practitioners, from the military to the clergy.

Much of what we talk about in business leadership involves leadership style.  Three well established approaches to leadership style include laissez faire, which implies low control, the autocratic style, which implies high control, and the participative style, which lies somewhere in between, and is frequently most effective when used with a highly skilled and motivated team.  Of course, people being people, they tend to exhibit a more or less constant style of leadership over time.  In the 1950s, a group of management theorists from Ohio State University and the University of Michigan published a series of studies to determine whether leaders should be more task-oriented or relationship-oriented.  Their research discovered that there is no one best style: leaders must adjust their leadership style to the situation as well as to the people being led.  Thus began the development of Situational Leadership.

Daniel Goleman’s model of situational leadership is a relatively recent view that based on the application of emotional intelligence to leadership. His article in the Harvard Business Review, “Leadership That Gets Results,” argues that effective bosses vary their leadership style based on the situations at hand.  Goleman describes six styles a leader can use:

  • Coercive – the leader wants the follower to “do as I tell you,” which can be useful in a crisis but is generally the least effective of the six.
  • Pacesetting – the leader wants the follower to “do as I do,” focusing on doing things better and faster.  This is the second least effective style, but can be useful in combination with other styles.
  • Coaching – the leader offers feedback and challenging assignments; the task is a learning opportunity.
  • Democratic – the leader works to build trust and commitment by soliciting ideas and buy-in.  Good for morale and productivity in the long term, but requires extra time.
  • Affinitive – the leader tends to his employee’s emotional concerns, offers ample praise, and gives followers great freedom in doing their jobs.  Produces fierce loyalty and trust, but best used in combination with authoritative style, as commonly practiced by the military.
  • Authoritative – the leader states a clear vision and motivates followers by making clear to them how their work contributes to that vision.  Not “authoritarian,” which is associated with long-term use of Coercive behaviors.

Paul Hersey and Ken Blanchard argue in their book, “Leadership and the One Minute Manager,” that leaders should adapt their style to how ready and willing the follower is to perform required tasks, based on their competence and motivation.  They describe four approaches:

  • A “Telling,” or directive approach for those followers with low competence and low commitment
  • A “Selling,” or coaching approach for followers with some competence and variable commitment
  • A “Participating,” or supporting approach for followers with high competence and variable commitment
  • A “Delegating,” or observing approach for followers with high competence and high commitment.

I’ve added a section to the Bookstore for leadership books – if you think I should add one of your favorites, let me know in the comments.