Plans for Retrospectives Corinna Baldauf This book is for sale at http://leanpub.com/getting-started-with-plans-for-retrospectives This version was published on 2021-02-14 This is a Leanpub book. Leanpub empowers authors and publishers with the Lean Publishing process. Lean Publishing is the act of publishing an in-progress ebook using lightweight tools and many iterations to get reader feedback, pivot until you have the right book and build traction once you do. © 2013 - 2021 Corinna Baldauf Contents Hi there! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 The Basics . . . . . . . . . . . . . . . . What is a retrospective? . . . . . . Ground Rules . . . . . . . . . . . . What is the goal of retrospectives? Why do we vary activities? . . . . . . . . . 2 2 4 6 8 About this book . . . . . . . . . . . . . . . . . . . . . . . . . Context . . . . . . . . . . . . . . . . . . . . . . . . . . . . Terminology and Icons . . . . . . . . . . . . . . . . . . . . 10 10 16 Building Blocks . . . . . . . . . . Lean Coffee (#51) . . . . . . . Dotvoting . . . . . . . . . . . Gladiator Vote / Roman Vote Was that a decision? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 17 18 19 20 General Purpose Plans Learning Matrix . . Feelings . . . . . . . I like, I wish . . . . . For many people . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 21 24 27 29 Newly-formed Teams . . . . . . . . . . . . . . . . . . . . . . Expectations . . . . . . . . . . . . . . . . . . . . . . . . . . 37 37 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CONTENTS Laundry Day . . . . . . . . . . . . . . . . . . . . . . . . . New to Agile . . . . . . . . Agile Principles . . . . . Story Time . . . . . . . Support Ticket Overload . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 45 52 56 Houston, we have a problem . . . . . . . . . Bad vibes? Appreciation! . . . . . . . . . Complaining – not taking responsibility . Reluctant Participants . . . . . . . . . . . Follow through & a new phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 59 64 68 73 Houston, it’s a really big problem . . . . . . . . . . . . . . . Company Map . . . . . . . . . . . . . . . . . . . . . . . . Writing the Unspeakable . . . . . . . . . . . . . . . . . . 75 77 81 Time to say goodbye . . . . . . . . . . . . . . . . . . . . . . . 85 Planning a retrospective . . . . . . . . . . . . . . . . . . . . 88 Inventing custom activities . . . . . . . . . . . . . . . . . . Bonus plan: A Christmas Retro . . . . . . . . . . . . . . . 91 93 Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 My facilitation style . . . . . . . . . . . . . . . . . . . . . 96 Tuckman’s Stages of Team Development . . . . . . . . . 100 Hi there! Retromat¹ is a tool for experienced facilitators. It gives you dozens of ideas and it’s up to you to pick activities that form a cohesive whole. That’s great for experienced facilitators and potentially overwhelming for beginners. For a while now, I’ve been wondering how to better support beginners. This book is the result of me thinking that complete plans are better for getting started². Hopefully, it’s useful for more experienced facilitators as well. I certainly like to see other people’s approaches. Here you get to see mine. Before we dive into the plans, let’s make sure that we’re all on the same page. ¹https://retromat.org/ ²Exception: The plans in “Houston, it’s a really big problem” are not meant for beginners. You use them in tense situations that can escalate. Get someone experienced to help. The Basics We’ll quickly go over • • • • • what a retrospective is, how to run a good one, the groundrules, why we do them and why we vary activities, instead of always running the same retro. Feel free to skip to the next chapter, if you know all of this already. What is a retrospective? A retrospective is an opportunity to learn and improve. It is time set aside – outside of day-to-day routine – to reflect on past events and behaviors. In its simplest form the team answers 3 questions: • What worked well? • What didn’t work well? • What will we do differently from now on? In none-agile environments retrospectives are sometimes done after a project is finished as a “post mortem” to derive “lessons learned”. Those tend to be long meetings. In constrast, in agile environments, a retrospective is short and done often (e.g. 90 minutes for a 2-week iteration). Thus the project is still in progress and you can address issues jeopardizing the project’s success in time, hopefully keeping it on track. 3 The Basics In Scrum, retrospectives belong to the cast of regular sprint meetings. In Kanban there’s a variety of ways to “schedule” retrospectives. In Lean A3′s can serve the same purpose. Who takes part? “The team” whoever that includes in your context. In Scrum it’s typically the dev team plus product owner and the scrum master facilitates³. If you have a specific topic that includes / affects people from outside the team invite them to work on a joint solution. What does a retrospective look like? In its simplest form, a bunch of people • meet • talk about stuff and • agree on some actions (that will hopefully improve the situation). Most retrospectives are a more sophisticated than that. Many follow the 5 phases suggested in “Agile Retrospectives” by Esther Derby and Diana Larsen⁴. It is the Gold Standard of books about retrospectives. It’s how I started and I highly recommend it for beginners. The 5 Phases of a Retrospective are: • Set the stage – Time to “arrive”, get into the right mood and focus on the goal ³The Scrum term “dev team” includes all people building the product together as a crossfunctional team, not just developers. At my place of work “dev teams” can also include UX designers, copywriters and customer support. ⁴https://www.agilealliance.org/resources/books/agile-retrospectives-making-good-teamsgreat/ 4 The Basics • Gather data – Help everyone remember and create a shared pool of information • Generate insight – Why did things happen this way? Any patterns? See the big picture • Decide what to do – Pick what to work on and plan concrete steps of action • Close the retrospective – How could the retrospectives improve? You can support each phase with an activity to spark ideas and interaction. Several activities in order are a plan. This book contains plans with activities that work well together. What is a retrospective NOT? 1. Another meeting in which talk is cheap but no change follows – If retrospectives don’t result in change they are a waste of time. 2. A blame game – Retrospectives are not about ass coverage and assigning blame. In fact, some facilitators start their retrospectives by reading out the “Retrospective Prime Directive”: Ground Rules The Prime Directive of Retrospectives by Norman Kerth reminds everyone to stay collaborative, constructive and focussed on solutions rather than blame: The Basics “Regardless of what we discover, we understand and truly believe that everyone did the best job they could, given what they knew at the time, their skills and 5 6 The Basics abilities, the resources available, and the situation at hand.” We can’t change the past. But we can influence the future. Results are better if we stay curious rather than be accusatory – in retrospectives and most other situations as well. If you don’t like the specific wording of the Prime Directive, you’re not alone. Google for one of the many alternatives or come up with your own. Take care to keep the spirit intact! The second common ground rule is: “What happens in Vegas, stays in Vegas” To enable candor and high levels of trust, retrospectives are confidential. You want people to openly share their thoughts. That is less likely to happen if they are afraid to feed the rumor mill. That’s why we stress confidentiality. The only information that seeps out of retrospectives are the action items. Some facilitators read out both the Prime Directive and the Vegas Rule in the beginning of each retrospective to remind everyone. What is the goal of retrospectives? Spoiler Alert: We’re not just doing retros because the Scrum Guide⁵ says so. In my retrospectives I try to reach two major goals: ⁵https://www.scrumguides.org/ 7 The Basics Change As a result of the retrospective, the team should try something new. An experiment. Obviously, you would like your experiment to improve things, but they won’t always. You have to try things out to see if they are an improvement or not. Aim for small experiments. They have a higher chance of actually being implemented. If an experiment works: Great! If it doesn’t you haven’t invested much and can try something else. Rinse and repeat for continuous improvement. It’s also better to limit yourselves to few experiments. If you’ve got lots of experiments, chances are very high that none of them will be carried out. If you’ve only got 1-3 they have a better chance of actually being implemented. Experiments come in two flavors: Action Items (AIs) and Rule Changes. An AI is a concrete action that someone will do: “schedule a meeting”, “tidy-up test-suite”, “talk to the Ops team”, … Rule changes mean that the team will try to work together differently: “everybody will answer these 3 questions in the daily standup”, “we will groom upcoming stories every Wed 3pm”, “we will prepare the product demo the day before the review”, … The team will try the new rule for a period of time, e.g. 2 iterations (whatever makes sense to see the rule in action). When the trial period is up, they review the rule to see if it solved their problem. Many teams have a “Working Agreement” to list all team rules. Disclaimer: Because I’m old (okay, middle-aged) and set in my ways, I usually say only “Action Items” and mean both AIs and rule changes. Shared understanding Everybody sees the world differently. The retrospective is an opportunity to realize that there are many different interpretations and 8 The Basics reactions to any given event. I make sure that everyone’s voice is heard. Sometimes a retrospective does not result in any experiments. That is okay if it is an exception and the team members learned a lot about each other and how they tick. The new shared understanding will then – hopefully – result in change without concrete action items. Why do we vary activities? The many activities in Retromat imply that you will vary your retrospectives – this iteration’s retro will have different activities from the next one and the one after that. Why, though? Why not always run the same one? Why not always run the same multi-purpose retro if it has proven to work? “The definition of insanity is doing the same thing over and over again, but expecting different results.” – Albert Einstein I wouldn’t call it insanity. It is very human to double down on something we think should be working, even when it doesn’t. Applied to retrospectives: If we keep asking the same questions, we will keep getting the same answers. Different activities ask different questions. Even a slightly different question can get participants to think in a new way. Switching the point of view or using metaphors open up the possibility of profound change. Carefully picked activities shine a light on issues that the team was unaware of or shied away from. That’s why it’s good to vary activities – not only to prevent boredom. The Basics 9 There are some teams who love predictability and ask to always have the same retro. When a team expresses this wish I negotiate a “for every X retros that we follow your wish, I ‘get’ one, where I pick” or something along those lines. That respects the team while making sure that I am still able to address problems and help the team grow in the retrospectives. About this book Context Every retrospective is run in a specific context: you, the team, its members and the wider organization. And our retrospectives reflect that. For example, if trust is low, anonymity becomes more important. I’ve thought very hard about the context for my retrospectives, because it influenced all the plans in this book. I’m sharing the retrospectives that I actually run, not the ones I think I should be running. I think I should run retros that adhere to the ideal from the book “Agile Retrospectives”⁶. The retros I actually run use the 5 phases as a guideline but not all phases are always distinctly present. You might know that Retromat is modeled after the 5 phases. Yet, in the majority of my retros, there is no 1:1 mapping of activities to match these phases for the 3 inner phases: Phases 2-3 or 3-4 are usually kind of merged and do not always get a specific activity dedicated to them. The majority of my retros are general purpose retrospectives in which I let the team come up with topics. There is a reason, I run my retros the way I do. This is my context: Team Maturity: High Since 2010, I’ve worked at sipgate, a telephony provider in Germany. Coincidentally, sipgate started using Scrum at the same time. In any ⁶https://www.agilealliance.org/resources/books/agile-retrospectives-making-good-teamsgreat/ 11 About this book given team, the majority of team members have been working in an agile way for years. There are a lot of things we have already figured out. That’s why I rarely get to use the plans in the “The Team is New to Agile” chapter. These plans address issues that commonly pop up when teams switch to agile. For the same reason I do not usually read out the Vegas Rule and the Prime Directive at the beginning of retrospectives. sipgaters have internalized them. I would absolutely repeat them every time if the company and the team were new to agile. How often do I see of the team: Rarely I am not a Scrum Master anymore. I facilitate retrospectives for teams without a dedicated Scrum Master. That means that I don’t experience their daily routines. If there is a major disruption, I hear about it. Small stuff passes me by unnoticed. That’s why I am dependent on the team setting topics. If you are sitting with your team every day you will likely notice things that make you prefer a targeted retro rather than a general purpose one. Team Power Balance: Even sipgate has a 2-level hierarchy: The CEOs and everyone else. Within a team, nobody is the boss of anybody else. We see Product Owners as part of the team and they are always present in retrospectives. 12 About this book Team Size: +/- 7 people We are currently 180 colleagues working in about 20 teams. Teams are at most 12 people, usually more like 7 peole. Time / Duration: +/- 65 min Teams work in 1 or 2 week iterations. Most run 60 or 90 minute retrospectives every 2 weeks. Full disclosure: In the 60-minute ones I regularly fail to stay within the time limit. It routinely takes 65 minutes and, when pressed, I drop the closing activity sadface The plans in this book come with time estimates for each activity. They add up to roughly 65 min. With a team of up to 8 people you can shorten most plans in this book to fit within 60 minutes. But you will have 0 slack left. If you do longer retros, this gives you more slack. If your retros are similar to mine, you can use up the slack towards the end, when it’s time to get out of discussion mode and decide what to do. How long an activity takes often depends on the team size. The time estimates I give here are comfortable for groups of 6-8. Assume more for bigger groups. Also allow more time for remote retrospecitves to deal with uncooperative technology. Agenda: Not posted At sipgate, I never post the agenda, because my retros are short and everybody knows the underlying structure. For longer retros (say, 90 min and longer) I would post an agenda and talk through it briefly at the beginning. I’d also have one if the participants were new to retrospectives. 13 About this book Materials: Whiteboards and sticky notes By default, I use whiteboards and whiteboard markers, but you can replace these with flipchart & flipchart markers or even a meta plan pin board. Whatever you feel most comfortable with. I use whiteboards because that’s what’s available in every sipgate room and I’m an ad-hoc person. Feel free to pre-create elaborate flipcharts if you like drawing them. In fact, if you’re new to facilitation, err on the side of preparing too much rather than too little. With time you will learn what really needs a lot of prep work and what you can wing in a pinch. By default, I use sticky notes. When activities speak of “index cards” I will still use sticky notes, just bigger ones. If you feel more comfortable with index cards, use those. Room Setup At sipgate we are all co-located (pre-Corona anyway) that’s why this book is based on retrospectives with everyone in the same room. Most activities can be adapted to work remotely⁷. If an activity relies on people being physically present there is a box below it with an alternative for remote settings. Just in case we get to work co-located ever again: For bigger teams I set up the chairs in a flat u-shape around the whiteboards, with me sitting at one end of the u. In small teams (6 people or less) I tend to just have everyone sitting around a small table. That means that some people have to turn to see the whiteboards but it makes conversations easier. I try to not sit at one of the ends of the table to increase the likelihood that team members will talk to each other, rather than towards me. ⁷https://retromat.org/blog/can-you-adapt-any-activity-for-a-remote-retrospective/ About this book 14 Now that we’ve covered context, let’s double back to the phases: “Agile Retrospectives” is based on the assumption that each retrospective has one topic. My general purpose retros are never singlefocus. In “Gather data” we look at all the things that are on people’s minds, e.g. with “Speedboat”⁸. Afterwards we talk through 2-4 of the raised topics with Lean Coffee (see next chapter). And suddenly linear phases stop making sense. It would be difficult to first talk about 3 topics in depth and at the end come up with action items for all of them. Instead we talk about 1 topic in depth and create an action item for this topic. And then start with the next topic. Like in this highly elaborate diagram : ⁸https://retromat.org/en/?id=-19 About this book 15 To wrap it up, the plans in this book are a good fit for my context and will also fit other situations. Use your own judgement. What are the differences between your context and mine? Then adapt the plans to fit your situation as needed. 16 About this book Terminology and Icons When I say “my retros” I mean “retrospectives that I facilitate”. It’s just shorter. When I say “action items” aka “AIs” I mean the experiments that the team agrees to run as a result of the retrospective. The “action items” aren’t always an action. They can also be changes to the team rules. Actions should have a “due date”, rule changes a “review by” date. Formatting Activities are formatted like this: Title (#ID in Retromat) Duration in min | Source Icons This is an info box, e.g. with adaptions during Corona A globe indicates tips for making an activity work remotely Ha, we’re all set! Ready to look at my favourite activity of all time? Let’s go! Building Blocks There is one activity that I use in virtually every retrospective and other type of meeting I facilitate. Since it would be tedious to describe it in every plan, let’s go over it here, once in detail: Lean Coffee (#51) At least 25 min - leancoffee.org You find yourself in a meeting without an agenda? You want to make sure that you use the time to talk about stuff that the majority of people are interested in? And not about the topics dear to the most vocal people? Enter Lean Coffee. It’s like magic and gives your previously agendaless meeting a prioritized list of topics in minutes. Time you easily gain by staying relevant and fewer people zoning out. I think of it as a short, single-track Open Space⁹. Lean Coffee works like this: • Hand out sticky notes and pens • Everybody writes down the topics they would like to talk about. During a retrospective this part is usually in “Gather Data” and there is a constraint or prompt for the topics. • Go around the room and let everyone put up their stickies on a board. Each person reads out their topics. Cluster stickies that are about the same topic. ⁹https://en.wikipedia.org/wiki/Open_Space_Technology 18 Building Blocks • People can now place 3 votes on the issues they would like to discuss • Order the stickies according to votes. As per the original description on LeanCoffee.org¹⁰ you now start discussing the first topic. But these last 10 years I’ve used a variant with a time limit, without being aware that it’s not the original. (In the original you also only get 2 votes, so we’ve cheated already.) Here’s my “Let’s make sure two people cannot drone on forever” twist: • State how much time you set aside for Lean Coffee and explain the rules: “We’ll start with the topic of highest interest. We’ll set a timer for 10 minutes. When the timer beeps, everyone gives a quick thumbs up or down. Majority of thumbs up: The topic gets another 5 minutes. Majority of thumbs down: Start the next topic with 10 minutes on the clock.” • For each topic: When discussion dies down, ask the team members what they would like to try – take action or change a team rule. Write down the suggested AIs. • Stop when the allotted time is over. Hidden inside Lean Coffee are two ways of voting: Dotvoting Many activities in Retromat use Dotvoting to choose between many options. The official way is to cut sticky dots into sets of however many votes you want people to cast. Frankly, I only do that for paid workshops to appear superduper professional. For everyday ¹⁰https://leancoffee.org/ Building Blocks 19 purposes, my teams cast their votes with markers. So far, there’s never been an issue with somebody trying to cheat. I’d like people to write X’s with their markers because they are visible. But participants always revert to vertical lines (“I”) and I have given up. The lines are a little harder to spot but there are always people quick to point out uncounted lines. My default number of votes is 3. I’ve rarely had reason to pick a different number. Still, feel free to experiment. If you give a higher number of votes, you get to see the “long tail”, i.e. the hierarchy among less popular topics. If you want to go lower, don’t go all the way down to 1. You will lose valuable time with people who just can’t choose between 2 options. If you’re wondering, yes, dotvoting can lead to strategic voting. In some teams there is someone who likes to go last so that they can see everybody else’s vote before casting their own. So far, it never seemed to be a problem as in vastly changing outcomes so I’ve never tried to prevent it. What I do pay attention to, is that the most influential people vote last. The bigger the power imbalance, the more important this becomes. I ensure this by talking to the person in question beforehand. If I can’t manage that I’ll do it in the meeting with a “Now everybody cast your votes. Cathrin, as the manager I’d appreciate it if you would go last. (So as to not influence the others.)”. The people in leadership positions that I’ve worked with so far are aware of their influence. They vote last and speak up last unprompted. But I wouldn’t count on that. Gladiator Vote / Roman Vote Gladiator Vote is a quick way to decide Yes or No for a specific choice. In the case of Lean Coffee we decide whether to stay on the current topic or to move onto the next one. It works like this: 20 Building Blocks • Ask for a quick show of hands: Thumb up, thumb down or to the side. Thumb to the side means “I’ll support whatever the majority wants”. Everybody votes at the same time. When a group is familiar with this method you can often prompt it without saying anything just by raising your hand and rotating your thumb. That’s convenient when a group is talking animatedly and you don’t want to interrupt but still want to make sure that most people want to continue this topic. If there is a sea of sideways thumbs I interpret this as “Most people aren’t interested and are too polite to say so” and move to the next topic (after confirming with the participants). Was that a decision? This is a bonus “voting” method, since I try to detect action items for each topic we cover. Is there an experiment they’d like to try? Sometimes it feels like the team reached consensus but it’s not explicit. Nobody seems opposed to the proposal, but does anyone want it? You don’t always need to vote. In these situations I ask “Was that a decision?” This question often gets enough silent or mumbling people to voice a “yes” to make it clear to everyone that a decision has indeed been taken. In immature teams people might not speak up if they object. Silence is not necessarily consent. In mature teams it is a simple and effective, technique. These are methods I use all the time in retrospectives and will refer to throughout the book. I’m not exaggerating when I say that Lean Coffee changed my life *heartEyes* General Purpose Plans If a team is humming along nicely I rarely see a need to set a specific topic. All we have to do is help them spot and address nuisances early. The majority of my real-life retros are general purpose ones. I let the team set the agenda. That’s why the plans in this chapter work in a wide variety of situations. Learning Matrix This is my goto plan when I’m asked to facilitate a retrospective on short notice. The Learning Matrix is also the go-to activity for many of my colleagues at sipgate. And it’s perfect for beginners: Retromat-ID: 122-9-51-39-45 Positive and True (#122) 5 min | Veronika Kotrba & Ralph Miarka, adapted from Nancy Kline We are starting with “Positive and True” to boost everyones energy. Pick one question to go around in the group, e.g.: • What have you done really well in the last iteration? • What is something that makes you really happy? • What were you most happy about yesterday? You can also come up with a question of your own, as long as it is tailored to get a response that is 1) positive, 2) true and 3) about their own experiences. General Purpose Plans 22 • Bad question: What surprised you in the last iteration? - A surprise might also be something negative • Better question: What were you proud of in the last iteration? You start the activity off, by turning to your neighbor, addressing them and asking the question you picked: “Alice, what was the best thing that happened to you in this iteration?” After answering, Alice passes on the question to her neighbor: “Bob, what was the best thing that happened to you in this iteration?” Then Bob asks his neighbor and so on until everyone answered and asked. You will be the last to answer the question. This activity sets an upbeat mood for the retro. Learning Matrix (ID #9) plus Lean Coffee (#51) 40 min | Agile Retrospectives / leancoffee.org Learning Matrix is a great multi-purpose method that has “appreciation for others” built-in. I use it to gather topics and then use Lean Coffee to structure and time box the conversations about these topics. Start with a flip chart with 4 quadrants labeled ‘:)’, ‘:(‘, ‘Idea!’, and ‘Appreciation’. Hand out sticky notes. From here on out it’s Lean Coffee: The team members can add their input to any quadrant. One thought per sticky note. Go around the team and let everyone put up their stickies on the flipchart. The person also describes their topic in 1 or 2 sentences. Dotvote, set the timer, discuss, … 23 General Purpose Plans Worked Well, Do Differently (ID #39) 15 min | Agile Retrospectives As you and the team gain experience you will become better at agreeing on what to do organically during Lean Coffee. When you first start out, it would probably torpedo the timeboxed Lean Coffee discussion to have decision making as part of the discussion. That’s why we do it now as an extra step after Lean Coffee. During Lean Coffee, collect suggestions on 2 flip charts, headed ‘Worked well’ and ‘Do differently next time’ respectively. State clearly that these are only suggestions. The team will vote on these. When the Lean Coffee time is up, ask if there are any more suggestions for actions. If so, let the team write in silence for a few minutes – 1 idea per index card. Let everyone read out their notes and post them to the appropriate category. Lead a short discussion on what the top 20% beneficial ideas are. Dotvote on which action items to take, e.g. 3 votes per person. The top 2 or 3 become your action items. In my experience, a large number of AIs is not desirable. The fewer AIs the team members pick, the better they can focus and actually implement the AIs. Pleased & Surprised (#45) 5 min | Unknown Just make a quick round around the group and let each participant point out one finding of the retrospective that either surprised or pleased them (or both). In most situations the above plan will result in a nice, effective retrospective for you and your team. It’s easy to facilitate and wellsuited for beginners. 24 General Purpose Plans Feelings Feelings are first class citizens in agile environments. That might my unfamiliar to more technocratic organizations. So, let’s talk about the effect that events are having on us. Retromat-ID: 82-7-51-38-60 Three Words (#82) 5-10 min | Yurii Liholat Ask everyone to describe the last iteration with just 3 words. Give them a minute to come up with something, then go around the team. This helps people recall the last iteration so that they have some ground to start from. Mad Sad Glad (#7) 40 min | Agile Retrospectives This is an absolute classic. Put up three posters labeled ‘mad’, ‘sad’, and ‘glad’ (or use emojis). Hand out sticky notes. Team members write down instances when they’ve felt that way – 1 instance per sticky. When the time is up have everyone post their stickies to the appropriate posters. Cluster the stickies on each poster. Debrief by asking: • What’s standing out? What’s unexpected? • What was difficult about this task? What was fun? • What patterns do you see? What do they mean for you as a team? 25 General Purpose Plans • Suggestions on how to continue? If the suggestions don’t give a clear path forward, use Lean Coffee to prioritize and discuss topics. Listen for suggestions of action items. Dot Voting - Keep, Drop, Add (#38) 10 min | Agile Retrospectives Divide a flip chart into boxes headed with ‘Keep’, ‘Drop’ and ‘Add’. Ask your participants to write concrete proposals for each category - 1 idea per index card. Let them write in silence for a few minutes. Let everyone read out their notes and post them to the appropriate category. Lead a short discussion on what the top 20% beneficial ideas are. Dotvote on it. The top 2 or 3 become your action items. AHA! (#60) 5 min | Catherine Louis and Stefan Haas via Amber Haley Throw a ball around the team and uncover positive thoughts and learning experiences. Give out a question at the beginning that people answer when they catch the ball, such as: • One thing I learned in the last iteration • One awesome thing someone else did for me Depending on the question it might uncover events that are bugging people. If any alarm bells go off, dig a little deeper. With the ‘1 nice thing’-question you close on a positive note. General Purpose Plans 26 In a remote retro, the ball can be emulated in different ways: • With a random wheel application that designates the following person (for example Wheeldecide¹¹) • Asking the person to throw a ‘virtual’ ball, making the gesture of throwing an imaginary ball and saying the name of the chosen person. • If you use a virtual board (for example in Miro¹², Mural¹³ or any similar tool), you can use avatars for the participants and a ball image to be moved between avatars. ¹¹https://wheeldecide.com/ ¹²https://miro.com/ ¹³https://www.mural.co/ 27 General Purpose Plans I like, I wish Here’s a very short and sweet plan. Retromat-ID: 107-126-51-126 Unlikely Superheros (#107) 10 min | Pietari Kettunen Each participant creates a superhero version of themselves based on how they see themselves in the team / project - Complete with appropriate superpowers, weaknesses and possibly an archnemesis. Give the team 5 minutes to write down their Alter Ego and then go around the circle to present. I like, I wish (#126) plus Lean Coffee (#51) 40 min | Inspired by Satu Rekonen I love this activity because it allows participants to voice negative feedback positively as a wish. That makes it both easier to voice the critique and easier to receive it as someone criticized. Hang up two flip charts, one headed ‘I like’ and the other ‘I wish’¹⁴. Give the participants 5-10 minutes to silently write down what they liked about the past iteration and the team and what they wish was different (and how it should be different) – one point per sticky note. When everyone is finished, go around the circle and everybody reads out their ‘I like’ items and hangs them up. Repeat the same for the ‘I wish’ stickies. Cluster similar topics. ¹⁴I’ve recently seen the addition of an “I wonder”-column. Worked really well, when I tried it. General Purpose Plans 28 Now use Lean Coffee to talk about the team’s most important topics. After each topic ask the team for an action item or rule change. Write it down in a table with columns “What”, “Why”, “Who” and “Until”. I like, I wish reloaded (#126) 10 min | Inspired by Satu Rekonen Same as before, this time regarding the retrospective. Have another flipchart ready with columns ‘I like’ and ‘I wish’. Give the participants 5 minutes to silently write down what they liked about this retrospective and wish had been different (and how) – one point per sticky note. When everyone is finished, go around the circle and everybody reads out their ‘I like’ and ‘I wish’ stickies. General Purpose Plans 29 For many people Every once in a while, there’s an opportunity to involve more people in a retrospective. Could be a second team that you’re working with closely; managers that don’t usually see each other; stakeholders and customers; people up the hierarchy; representatives from other teams and departments; … You name it. This plan works for up to 25 people. Maybe 30. For anything bigger, look into World Cafe¹⁵, OpenSpace¹⁶, or Liberating Structures¹⁷. Once you facilitate for more than 12-15 people, things get a lot harder. And everything takes much longer: • Lots of clarification is needed. There will always be someone who didn’t catch it the first time. Or the second time. • If you want everyone to be heard, well, there are now lots more people to speak. That’s why it’s a good idea to double down on writing stuff out and visualizing. Do have an agenda hanging prominently. If the group contains people unfamiliar with agile, consider covering the Vegas Rule and Prime Directive and the goals of retrospectives before going over the agenda. As this plan will take longer than the other plans in here, add breaks. At least one break of 10 minutes every 90 minutes. That’s the minimum. Be aware that after breaks people often don’t return on time. That’s why I usually say “10 minutes” and will wait 15 for the stragglers. That’s not nice for the people who are actually back on time. So far I haven’t found a better solution. The key to meetings with many people is to divide and conquer … erm, facilitate. Frequently break up the big group into smaller groups. And – leading up to the big event – get yourself some help! ¹⁵http://www.theworldcafe.com/ ¹⁶https://openspaceworld.org/wp2/what-is/ ¹⁷http://www.liberatingstructures.com/ General Purpose Plans 30 A week or two in advance, ask fellow facilitators to co-facilitate with you. Find at least one other person. If you can’t recruit another trained facilitator, ask for volunteers to help you to explain instructions to smaller groups. You can recruit them from the pool of participants because they are meant to help whichever smaller group they are ending up in. They don’t have to be go around the room and help different groups like you will. To be clear: You ask for volunteers well in advance of the mega retro. Not at the actual event. If you’ve got participants around that know your plan for the day that will help a lot. They can explain activities and hand out material, giving you room to take care of trickier questions. Or of a smaller group that ended up without any of the volunteer explainers in them. If you’ve found a proper co-facilitator you can plan the event together. For helpers from among the participants, have a planning meeting the day before the event. Go through times, activities, goals of the activities, materials, … For a big event like this: Prepare, prepare, prepare. There will be a lot of eyes on you and you don’t want to waste people’s time with stuff you could have done beforehand. Coming up with this plan was a little tricky because in my experience big events like this have a specific topic set in advance. And you should pick activities tailored to deal with this topic. Since there are a million possible topics (too many for me to pick one with any confidence), I opted for a general purpose activity for “Gather Data”. When you plan your retro for many people and know your topic, adapt the plan below for your purposes. Replace #tweetmysprint with something targeted. Whatever you come up with, try to make it simple. Complicated instructions are more difficult to clarify in big groups than in small groups. The following plan takes 2 hours and 15 minutes including a break. Add at least another 15 minutes as a buffer in your calendar invite. General Purpose Plans 31 (For something longer than 3 hours you have to look into food and drinks.) Participants will be standing or moving most of the time. Provide tables and chairs along the walls of the room for when the groups create a poster. Also sprinkle a few chairs in convenient spots for people whose legs grow tired. For a remote setting, you have to have think carefully through what tools you’ll need and whether they scale for such a large group (break out rooms, etc.) . You need to be familiar with the tool. Practise several times with volunteers. Retromat-ID: 52-97-91-61-53 Constellation - Opening (#52) 15 min | Lyssa Adkins via Luis Goncalves Place a circle or an object in the middle of a free space. Let the participants gather around it. Explain that the circle/object is the center of approval: If they agree with a statement they should move towards it. If they don’t, they should move as far outwards as their degree of disagreement. Now read out statements, e.g. • • • • I feel I can talk openly in this retrospective I am looking forward to the next hours I am satisfied with the last quarter I am happy with the quality of our product Wait a little after each question so that everybody can watch the constellations unfold. Debrief with questions¹⁸ about people’s observations, such as ¹⁸http://thedebriefingcube.com/ General Purpose Plans • • • • • • • • 32 What did you notice? Which constellations were surprising? What question should I have asked but didn’t? What did you like or dislike about this experience? When did you care the most about the result of a question? What else would you like to share? What did you learn about yourself and the group? What are you more aware of now? Only ask questions related to Psychological Safety¹⁹ like “I can talk openly in this retrospective” if you are prepared to deal with “negative” answers. If there is a large number of people moving away from the center, indicating that they will not talk openly – what will you do? You cannot ask questions like this and ignore an uncomfortable answer. You can recreate this activity digitally with a tool like Miro²⁰ that shows the cursor of all participants, or with avatars of the participants to be placed by each one. Other tools such as Mentimeter²¹, Poll Everywhere²² or Kahoot!²³ allow you to collect and display answers in real time, and can be used for this activity, for example with a question such as: “How much do you agree with this statement, from 1 (strongly disagree) to 10 (strongly agree)? ¹⁹https://wall-skills.com/2020/what-is-psychological-safety/ ²⁰https://miro.com/ ²¹https://www.mentimeter.com/ ²²https://www.polleverywhere.com/ ²³https://kahoot.com/ 33 General Purpose Plans #tweetmysprint (#97) 30 min | Thomas Guest Ask participants to write up 2 or 3 tweets on sticky notes about the iteration they’ve just completed. Tweets could be on the iteration as a whole, on individual stories, a rant, or shameless self-promotion - as long as they are brief. Hash tags, emoticons, attached pictures, @usernames are all welcome. Allow 7 minutes to write the tweets, then arrange them in a timeline and discuss themes, trends etc. Now give participants 5 minutes to favorite, retweet and write replies to the tweets. Ask, what topics emerge that they would like to talk about during this retrospective. Write the topics down. Poster Session (#91) 35 min | Adapted by Corinna Baldauf, inspired by Michal Grzeskowiak Explain that groups of 2-4 will work on the topics. Each participant can only work on one topic. Go through the list of topics and read out the first one. Ask who would like to work on this topic. • If you’ve got 0-1, interest is not big enough. Drop this topic. • If 2-4 raise their hands, yay! • If it’s more, create several groups of 2-4 for this topic. Move to the next topic. After you’ve gone through the list, each group prepares a poster (flip chart) to present to the other groups. Give the teams guidelines about what the posters should cover / answer, such as: 34 General Purpose Plans • • • • • • What exactly happens? Why is that a problem? Why / when / how does this situation happen? Who benefits from the current situation? What is the benefit? Possible solutions (with Pros and Cons) Who could help change the situation? … whatever is appropriate in your setting … Provide the guidelines on a flipchart so that the participants can refer back to them. The groups have 15-20 minutes to discuss and create their posters. Afterwards gather and each group gets 2 minutes to present their results. 10 Minute Break It says “10 minute break” but it’ll be 15 unless you have the most disciplined of groups. Chaos Cocktail Party (#61) 25 min | Suzanne Garcia, Dr. Sivasailam “Thiagi” Thiagaraja Everyone writes one card with an action that they think is important to take - the more specific the better. Provide printouts of the (SMART criteria)²⁴ to raise the quality of actions. Announce that writing clearly is important. People other than themselves will have to be able to read them. Now participants start moving about in the room. Whenever they meet, they exchange their cards. In this way, nobody has a stake in making their card win. ²⁴https://wall-skills.com/2018/smart-criteria/ General Purpose Plans 35 After half a minute, tell them to pair up and chat about their cards like in a cocktail party. Every chat pair discusses the actions on their two cards. Stop the chatting after 2 minutes. Each chat pair splits 5 points between the two cards. More points go to the more important action. Pairs split up again, walk through the room and switch their card with someone else at least once, before pairing up again. Organize 3 to 5 rounds of chats (depending on group size). In the end everybody adds up the points on their card. Start looking for the top ranked card by calling out “Does anybody have a card with (5 x NumberOfChats) points on it?”. It’s unlikely that any one card got the full 5 points every time. Lower the number like in an inverted auction until you find the card with the most points. Ask: Who can implement this action? Is anybody opposed to it? What would have to change to make it acceptable? What’s the next step in implementing this? How will we know that it’s implemented? Who will make sure that we implement this action? If the group agrees to have enough capacity for more actions, look for the second ranked card and (after the questions) possibly third ranked. Constellation - Closing (#53) 15 min | Lyssa Adkins via Luis Goncalves, Christoph Pater Gather again in the free space around the circle. Repeat that the object or center of the circle is the center of approval: If they agree to a statement they move towards it, if they don’t, they move as far outwards as their degree of disagreement. Now read out statements, e.g. • We talked about what was most important to me • I spoke openly today General Purpose Plans 36 • I think the time of this retrospective was well invested • I am confident we will carry out our action items Watch the constellations unfold. Ask questions about people’s observations, such as which constellations were surprising. If you regularly facilitate for larger groups, look into Liberating Structures²⁵. They are a treasure trove of methods for any meeting or workshop and especially shine for large groups. ²⁵http://www.liberatingstructures.com/ Newly-formed Teams Whenever a new team is forming, a liftoff²⁶ event (aka kickoff) is in order. Create a time and space for the team to get familiar with each other. It will make working together so much smoother. A proper liftoff sets a team up for success by laying a solid foundation of agreements and shared understanding. Then the team doesn’t have to spend their retrospectives patching up problems that could have been avoided. If for some reason you can’t have a liftoff, be prepared to spend several retrospectives on laying the foundation. Here’s one idea for a liftoff-y retrospective. Of course, you can also pick ideas from it if you do get to do a proper liftoff (yay!). Expectations Retromat-ID: 129-62-56-12-134 String Theory (#129) 15 min | Eben Halford String Theory speeds up team building by sharing traits and interests between 6-15 team members. They can build closer bonds than possible with just work-related stuff. Have the team form a circle with everyone looking inwards. Leave about a foot of space between people. ²⁶https://pragprog.com/book/liftoff/liftoff-second-edition Newly-formed Teams 38 Hand a ball of yarn to a random player and tell them to hold on tight to the end of the yarn with their non-dominant hand and the ball in the dominant one. The yarn holder starts the game by saying something about themselves that is not work-related such as ‘I have a daughter’ or ‘I play the guitar’. If this statement is true for any other team member they raise their hand and say ‘Yes, that’s me’. The yarn holder passes the ball to the person who raised their hand. If there’s more than one, the yarn holder can choose one. If no one shares the statement the yarn holder has to make another statement. The person who received the ball of yarn holds on to the thread and tautens it. This is the first connection in a network of shared traits. The new yarn holder now makes a statement about themselves, passes the ball while holding on to their part of the yarn and so on. The game ends when time is up OR everybody has at least two connections OR the yarn runs out. If Corona is still an issue, leave at least 6 feet of space between players. Pick a dense yarn. It needs to be heavy enough to be thrown across these distances. You can debrief with some of these questions: • • • • • What did you notice? How do you feel about few (or no) connections? What is it like to see this web of connections? Can you be a team without this web? What would happen if someone let go of their threads? How would it affect the team? • Is there anything you will do differently at work now? 39 Newly-formed Teams Are you remote? Replace this Activity with “Show and Tell²⁷” (not in Retromat, yet): Each team member gets 1 minute to show and talk about something they own. This could be anything, their pet rock, their favourite plant or their collection of fine spices. After each turn, allow some time for a conversation from the rest of the team. Make sure to set a time limit. By sharing these intimate possessions, the team members get a better idea of what is important to the others. Expectations (#62) 15 min | Valerie Santillo Give each team member a piece of paper. The lower half is blank. The top half is divided into two sections: • What my team mates can expect from me • What I expect from my team mates Each writes down their name and fills out the top half for themselves. When everyone is finished, they pass their paper to the left and start reviewing the sheet that was given to them. In the lower half they write what they personally expect from that person, sign it and pass it on. When the papers made it around the room, take some time to review and share observations. ²⁷https://biz30.timedoctor.com/virtual-team-building/ 40 Newly-formed Teams Invite a Customer (#56) 30 min | Nick Oostvogels Invite a customer or internal stakeholder to your retrospective. Let the team ask ALL the questions: • • • • How does the client use your product? What makes them curse the most? Which function makes their life easier? What can customers do with what your team is supposed to build? How will it make their lives better? • Let the client demonstrate their typical workflow • … Dot Voting - Start, Stop, Continue (#12) 10 min | Agile Retrospectives Divide a flip chart into boxes headed with ‘Start’, ‘Continue’ and ‘Stop’. Ask your participants to write concrete proposals for each category - 1 idea per index card. Let them write in silence for a few min. Let everyone read out their notes and post them to the appropriate category. Lead a short discussion on what the top 20% beneficial ideas are. Dotvote on it. The top 2 or 3 become your action items. Know Your Meme (#134) 10 min - Thorben Heins Newly-formed Teams 41 Usually devices are frowned upon during a retrospective. In this activity the participants get to whip out their laptop or smart phone in order to find the meme or gif that best represents the retrospective. Give participants 3 minutes to find the meme and then go around the circle. Each participant shows their meme and briefly says why they chose it. End the retrospective on a humorous note. 42 Newly-formed Teams Laundry Day Retromat-ID: 140-98-51-24-40 What kind of X? (#140) 5 min | Unknown via Corinna Baldauf Start by asking “If this iteration were an X, what kind of X would it be?” This question has endless variations from “If the iteration were a animal, what animal would it be?” over cocktails and furniture to plants and “If the iteration were a car, what car would it be?” Ask everybody to write down their answer on a sticky note. Go around the team, everybody reads out their note and posts it on a board. Briefly discuss the answers. After all it’s significant if the iteration were “a BMW, but the brakes don’t work” or a “red 2004 Toyota Prius”. What does it mean to the person who wrote it down? Laundry Day (#98) plus Lean Coffee (#51) 40 min | Katrin Dreyer Use this activity if you suspect the team to take lots of unconscious decisions hardly ever questioning anything. You can figure out what things need to be talked about to get an explicit grasp of them. You need: • • • • about 3 metres of string as the clothesline about 20 clothes pins a white shirt (cut from paper) a pair of dirty pants (cut from paper) 43 Newly-formed Teams Hang up the clothesline and mark the middle, e.g. with a ribbon. Hang up the clean shirt on one side and the dirty pants on the other. Ask the team to write items onto index cards for each of the two categories: ‘Clean - Clear and well understood’ and ‘Dirty - Unclear and confusing’. Hang up the notes with clothes pins and re-arrange them into clusters. Now the team picks 2 ‘dirty’ and 2 ‘clean’ topics they want to talk about, e.g. by dotvoting. Discuss these 4 topics with Lean Coffee. Alternative for remote retros: Show a picture of a clothesline and a pile of dirty laundry respectively. Open Items List (#24) 15 min | Corinna Baldauf Prepare a flip chart with 3 columns titled ‘What’, ‘Who’, and ‘Due’. Ask all participants to think about what they want to do to advance the team. After 3 minutes, go around the team and ask for their task. Write it down, agree on a ‘done by’-date and let them sign their name. If someone suggests an action for the whole team, the proposer needs to get buy-in (and signatures) from the others. Plus & Delta (#40) 10 min | Rob Bowley Prepare a flip chart with 2 columns. Head them with ‘Plus’ and ‘Delta’. Ask each participant to write down 1 aspect of the retrospective they liked and 1 thing they would change (on different index cards). Post the index cards and walk through them briefly Newly-formed Teams 44 to clarify the exact meaning and detect the majority’s preference when notes from different people point into opposite directions. New to Agile When teams start working in an agile way, they often run into similar challenges. Let’s address some of them in the following plans. Agile Principles If the team is new to working in an agile way, it’s time to cover some ground rules and agile basics. This retro does a lot of driveby teaching, covering many of the basics. Retromat-ID: 46-123-63-13-16 Vegas Rule & Prime Directive Go over confidentiality aka the Vegas rule²⁸ and no-blame-game aka the Prime Directive of Retrospectives²⁹ from the beginning of the book. After laying out the ground rules, let’s dive in. Why Retrospectives? (#46) 10 min | Pete Roessler Start into the retrospective by asking ‘Why do we do this? What is the purpose of retrospectives?’ Write down all answers for everyone ²⁸“What happens in Vegas stays in Vegas” ²⁹“Regardless of what we discover, we understand and truly believe that everyone did the best job they could, given what they knew at the time, their skills and abilities, the resources available, and the situation at hand.” 46 New to Agile to see. If you know more than the others and have a teaching function, bring your own purpose. If you’re curious, I share my goals, i.e. what I think the purpose of retros is in the introduction. Find your Focus Principle (#123) 30 min | Tobias Baier Many people know (about) the Agile Manifesto³⁰. Fewer people know about the Agile Principles although they are IMHO more concrete and actionable. Let’s make sure that your team knows them. ³⁰https://agilemanifesto.org/ New to Agile 47 Print the principles of the Agile Manifesto³¹ onto cards, one principle per card. If the group is large, split it and provide each smaller group with their own set of the principles. ³¹https://agilemanifesto.org/principles.html 48 New to Agile Explain that you want to order the principles according to the following question: ‘How much do we need to improve regarding this principle?’ In the end the principle that is the team’s weakest spot should be on top of the list. Start with a random principle, discuss what it means and how much need for improvement you see, then place it in the middle. Pick the next principle, discuss what it means and sort it relatively to the other principles. You can propose a position depending on the previous discussion and move from there by comparison. Repeat this until all cards are sorted. Now consider the card on top: This is presumeably the most needed and most urgent principle you should work on. How does the team feel about it? Does everyone still agree? What are the reasons there is the biggest demand for change here? Should you compare to the second or third most important issue again? If someone would now rather choose the second position, why? Low Hanging Fruit (#63) 10 min | Tobias Baldauf Reveal a previously drawn tree. Hand out round index cards and instruct participants to write down the actions they would like to take to improve on the chosen principle - one idea per card. When everyone is finished, collect the cards, shuffle and read them out one by one. Place each ‘fruit’ according to the participants’ assessment: • Is it easy to do? Place it lower. Hard? More to the top. • Does it seem very beneficial? Place it more to the left. Value is dubious at best? To the right. 49 New to Agile The straightforward choice is to pick the fruit in the bottom left as action items. If this is not consensus, you can either have a short discussion and dot vote. SMART Goals (#13) 5-10 min | Agile Retrospectives Great, the team picked an action item. How actionable is this action item? Introduce SMART goals³² (specific, measurable, attainable, relevant, timely) and examples for SMART vs not so smart goals. Example: ‘We will study stories before pulling them by talking about them with the product owner each Wednesday at 9am’ vs. ‘We’ll get to know the stories before they are in our sprint backlog’. ³²https://wall-skills.com/2018/smart-criteria/ New to Agile 50 Check if the current action item is SMART. If it’s vague, make it SMARTer. If you have more than one AI, break into groups to work on them in parallel. Let each group present their results. All participants should agree on the ‘SMART-ness’ of the goals. Refine 51 New to Agile and confirm. The team is much more likely to implement a SMART goal. Helped, Hindered, Hypothesis (#16) 5 min | Agile Retrospectives Prepare 3 flip chart papers titled ‘Helped’, ‘Hindered’, and ‘Hypothesis’ (suggestions for things to try out). Ask participants to help you grow and improve as a facilitator by writing you sticky notes and signing their initials so that you may ask questions later. 52 New to Agile Story Time It can take time for the Product Owner and dev team to work together smoothly in a previously siloed organization. Mismatched expectations surface as fights about user stories³³, acceptance criteria and what ‘done’ means. Make sure you’ve got your team’s Definition of Ready³⁴ and Definition of Done³⁵ at hand. They are likely to change as a result of this retro. Retromat-ID: 3-54-99-14 Check In - Quick Question (#3) 5 min | Agile Retrospectives Pose a question and give everyone a minute to ponder it. Sample questions: • In one word - What do you need from this retrospective? • What surprised you last iteration? • If you could change one thing about the last iteration what would it be? Each participant answers the question (unless they say ‘I pass’). Avoid evaluating comments such as ‘Great’. ‘Thanks’ is okay. ³³Or whatever format you use to capture tasks for the team to work on. Many people think that Scrum mandates the user story format. It doesn’t. Honeybadger Scrum don’t care how you write down a ‘Product Backlog item’ [sic]. ³⁴https://wall-skills.com/2017/definition-of-ready/ ³⁵https://wall-skills.com/2017/definition-of-done-in-scrum/ 53 New to Agile Story Oscars (#54) 40 min | Marin Todorov Print out all stories handled during the iteration and bring them along to the retrospective. Display them on a board. Create 3 award categories (i.e. boxes on the board): • Best story • Most annoying story • A 3rd category invented by the team Ask the team to nominate stories by putting them in one of the award boxes. For each category: Dot-vote and announce the winner. Ask the team why they think the user story won in this category and let the team reflect on the process of completing the tasks - what went well or not that well. Then move to the next category. During this activity capture everything team members suggest as action items – either to repeat successes or improve disappointments. Planning Poker Voting (#99) 10 min | Andreas Ratsch If you’ve got very influential and / or shy team members, re-use Planning Poker cards³⁶ to vote simultaneously. Display all suggested actions. Hand out an ordered deck of Planning Poker cards to each participant. Count the proposals and take that ³⁶Don’t have Planning Poker cards? Count the number of action item candidates and let participants write cards for themselves. New to Agile 54 many cards from the decks. If you’ve got 5 suggestions you might have cards ‘1’, ‘2’, ‘3’, ‘5’, and ‘8’. If you’ve got 7 candidates, stop before 20. This depends on your deck (some have a ‘1/2’ card). It doesn’t matter, as long as all participants have the same set of values. Explain the rules: • Choose a card for each suggestion. • Choose a low value if the action is not worth doing in your opinion. • Choose a high value if the action is worth starting next iteration. Give them a minute to sort out their internal ranking and then present the first suggested action. Everybody chooses a card and they reveal them at the same time. Add the numbers from all cards and write the sum onto the action. Remove the used poker cards. Repeat this for all actions. If you have more actions than poker values the players can show ‘no card’ (counting 0) for the appropriate number of times. Implement the action with the highest sum in the next iteration. Add more actions only if there’s team consensus to do so. 55 New to Agile In a remote setting, you can play Planning Poker in different ways, such as: • In a chat: Everybody types in their number without hitting “Send”. They all press “Send” at the same time, when you say so. • Using a Planning Poker application, such as Pointing Poker³⁷ • With the voting functionality on post-its representing the different cards of the deck in virtual boards like Miro³⁸ or Mural³⁹ Feedback Door - Numbers (ROTI) (#14) 5 min | ALE 2011, Corinna Baldauf Put sticky notes on the door with the numbers 1 through 5 on them. 5 is the topmost and best, 1 the lowest and worst⁴⁰. When ending the retrospective, ask your participants to put a sticky to the number they feel reflects the session. The sticky can be empty or have a comment or suggestion on it. ³⁷https://www.pointingpoker.com/ ³⁸https://miro.com/ ³⁹https://www.mural.co/ ⁴⁰Heads up: Originally, 1 is the best and 5 the worst. I reversed it for this plan because the highest value is the best in the voting activity and I hope it’s less confusing if we keep it consistent. 56 New to Agile Support Ticket Overload In this plan my implicit assumption that “introducing agile” = “starting Scrum” becomes rather explicit. I’m aware that there are other agile approaches out there. But Scrum is most widely used and the one that I am most familiar with. The following problem appears in many Scrum adoptions: Most teams or individual people in them have to support existing products and infrastructure to some extent. When adopting Scrum the sprint is meant to give them focus. There’s the reasonable expectation to work on tasks in the Sprint Backlog. But that doesn’t make incidents go away. Support tickets keep arriving. Sometimes with angry or desperate people in tow. PreScrum the time for support tasks was often hidden in inefficencies in the organization. Using Scrum, it becomes painfully obvious how much time these support tasks really leech. A frustrating situation for everyone involved: The people giving support and feeling guilty about letting the team down. The people waiting for new development because everything takes forever. The people waiting to have their problems fixed. All around bad vibes :( In this retro the team explores options to get out of ticket overload. Retromat-ID: 108-64-51-77 Know your neighbour - Opening (#108) 10 min | Fabián Lewkowicz Ask each team member to briefly describe how their right neighbour felt during the iteration. Their neighbour confirms or corrects the guess. 57 New to Agile Once all participants shared their best guess about how their teammates felt, you get an idea of how connected they are, how communication is flowing in your team and if people are aware of the feelings expressed, in some way, by others. Quartering - Identify boring stories Tackle tickets (#64) plus Lean Coffee (#51) 50 min | Wayne D. Grant Bring printouts of all support tickets of the last 2 iterations. You’ll try to find ways to make tickets less frustrating and time consuming. That will likely take different solutions for different types of tickets. Some you can get rid of for good, e.g. by • finding out that it doesn’t need doing it all, • fixing a (usability) bug so the associated tickets don’t pop up any more, or • training someone else to handle this type of ticket. For others you might agree to handle them differently so that they are less disruptive to the team’s flow. Draw a big square and divide it into 2 columns. Label them ‘Rare’ and ‘Frequent’. Let the team sort all tickets into the appropriate column. Cluster tickets that are about the same type of problem. Then ask them to add a rough estimate of how long it took on each of the tickets. Now add a horizontal line so that your square has 4 quadrants⁴¹. Label the top row ‘Short’ (took minutes) and the bottom row ‘Long’ (took hours). Rearrange the tickets in each column. The frequent and time-consuming stories are now nicely grouped. Ask for observations such as: ⁴¹Splitting the assessment into several steps, improves focus. You can adapt Quartering to lots of other 2-dimensional categorizations. 58 New to Agile • What do you realize now that you didn’t know before? • What do you notice? Ask the team to dotvote on which type of ticket they think is most beneficial to tackle. Use Lean Coffee to talk about the top-voted tickets. For each type of ticket discuss how to reduce or abolish it. Write down the experiments the team agrees on. Remind them, that they don’t need a perfect solution, just something that works better for them than what they are doing right now. Follow Through (#77) 10 min | Judith Andresen Let everyone draw an emoticon of their current mood on a sticky note. Then draw a scale on a flip chart, labeled ‘Probability we’ll implement our action items’. Mark ‘0%’ on the left and ‘100%’ on the right. Ask everyone to place their sticky according to their confidence in their follow through as a team. Discuss interesting results such as low probability or bad mood. Houston, we have a problem We are now entering rocky ground. Everything is not going great. There are problems, some minor, some major. Here are plans geared to help the team overcome specific challenges. Bad vibes? Appreciation! The team is down on its luck. They have trouble delivering and they know it. Instead of giving the team a stern talking to this plan focuses on what is working. Appreciate these things and then build and improve on them. Being appreciative and solution-oriented is a great idea in general. Then why is this plan in this chapter and not elsewhere? Because I’ve found that it can be a gamechanger for depressed teams that have gotten defensive. Everybody is breathing down their neck but they project that a) things are fine or b) it’s someone else’s fault. Now how does that fit with an approach that is focused on finding good about the team? Isn’t that likely to reinforce problematic behavior? It might. But the opposite is also possible: A few rounds of pampering and patting each other on the back builds some teams up enough to enable them to own their mistakes. Then they can look for ways to improve. When there’s no need to defend against a tide of reprimands they are free to stand up and look around. Rare exception: Teams that are very selfcongratulatory, may be lacking self-awareness to see how they fall short of others expectations. Houston, we have a problem 60 Enough preamble, let’s run through the appreciative approach: Retromat-ID: 76-65-37-112 Round of Admiration (#76) 5 min | Judith Andresen Give everybody 2 minutes to think about what they admire most in their left neighbor. When the time is up start the round of admiration by facing your left neighbour and stating ‘What I admire most about you is …’. Then your neighbour says what she admires about her neighbour and so on until the last participants admires you. Feels great, doesn’t it? Appreciative Inquiry (#65) 30 min | Doug Bradbury, adapted for SWD by Corinna Baldauf We continue the way we started, with positive questions and roundbased. Hand out pens and paper and explain the activity: “Today we’ll look at all the things that are working well, so that we can build on that. I’ve brought a couple of questions. We’ll go through them in rounds. In each round I’ll ask a question. You will write down your answers, so that everyone has enough time to think. When everyone is done, we’ll go around the room and you read out your to the others. Then I’ll ask the next question.” Pick a different person as the first to answer. The order can stay the same, but you don’t want the same person to always be the first. Move that spotlight around :) Here are the questions: • When was the last time you were really engaged / animated / productive? What did you do? What had happened? How did it feel? Houston, we have a problem 61 • From an application-/code-perspective: What is the awesomest stuff you’ve built together? What makes it great? • Of the things you built for this company, which has the most value? Why? • When did you work best with the Product Owner? What was good about it? • When was your collaboration best? • What was your most valuable contribution to the developer community (of this organization)? How did you do it? • Leave your modesty at the door: What is the most valuable skill / character trait you contribute to the team? Examples? • What is your team’s most important trait? What sets you apart? The questions are meant for Scrum teams that build software. You might need to adapt them to fit your team. Remember to focus on the positive. Now that the team has basked in all that is going well, it is time to look for improvements. Remember the Future (#37) 25 min | Luke Hohmann via Diana Larsen Set the scene for “Remember the Future”: “We have now looked at all the things that are going well. But wait, it’s getting better: Imagine you could time travel to the end of the next iteration (or release). And it went swimmingly. Absolutely perfect! You learn that it was the best, most productive iteration yet! What was it like?” Let the participants think about it and take notes on sticky notes. It’s crucial to get the participants to imagine the better future in great detail. Support that by prompting: Houston, we have a problem • • • • • 62 What do you see? What do you hear? How do you feel? What is different? What else? Go around the group again and let everyone describe their vision of a perfect iteration. The better they can envision this perfect situation the better ideas they’ll have in the next part: Follow up with ‘What changes did we implement that resulted in such a productive and satisfying future?” Write down the suggestions where people can see them. When discussion dies down, pick the top 1 or 2 actions via dotvoting. This freestyle decide what to do, needs experience. Not for beginners. Appreciation Postcards (#112) 10 min | Philip Rogers Close the retrospective by handing out empty postcards. Ask everybody to write a postcard to their right neighbor, thanking them for something they did. This way we can be sure that everybody receives at least 1 postcard. On top of that they can write as many additional postcards as they would like. They can address them either to individuals or to multiple people. Collect all postcards. Consider using envelopes with the names on for privacy. Deliver the cards throughout the next iteration to make someone’s day. Houston, we have a problem For remote retros, go with either ecards or emails. 63 Houston, we have a problem 64 Complaining – not taking responsibility Sometimes teams, especially teams new to agile, are “content” to complain. They keep blaming external parties and never come up with any action items. And why would they if it’s all somebody else’s fault anyway. Their logic is unassailable… Blaming others is a convenient way to avoid taking responsibility and changing oneself. So how do you get a team out of this attitude? The following plan helps teams realize that nothing will change until they start behaving differently. The key word during the whole retrospective is “you”. As in “What are you going to do about it?”. And then I throw in a change of perspective for good measure. This can help the team to empathize with their scapegoat and see things in a new light. See for yourself: Retromat-ID: 114-4-58-29-102 Give me a face (#114) 5 min | Afagh Zadeh We’ll start by not taking ourselves too seriously: Each team member gets a sharpie and a tangerine with a sticky note asking: ‘How do you feel? Please give me a face’. After all are done drawing, you go around and compare the works of art and emotions. Are you remote? Ask people to pick and paste a fitting emoji⁴². ⁴²https://emojipedia.org/ 65 Houston, we have a problem Timeline (#4) 25 min | Agile Retrospectives Break up into groups with 5 or less people each. Distribute cards and markers. Give participants 10 minutes to note down memorable and / or personally significant events from the iteration. It’s about gathering many perspectives. Consensus would be harmful. All participants post their cards and order them chronologically. It’s okay to add cards on the fly. Analyze. What do participants notice? Are there patterns? Color Coding can help to make patterns visible, e.g.: • Emotions • Events (technical, organization, people, …) • Role (tester, developer, manager, …) Undercover Boss (#58) 10 min | Love Agile Look at the timeline again from a different angle: Imagine your boss had spent the last iteration - unrecognized - among you. What would she think about your interactions and results? What would she want you to change? Write your answers on sticky notes and post them on a board. If the team has a favorite scapegoat it can do wonders if said scapegoat attends the retrospective and shares their view and reasoning. Can you invite them? Disclamer: This is tricky and requires experience. It’s not a good idea for beginners. 66 Houston, we have a problem Circle of Influence (#29) 15 min | Diana Larsen Prepare a flip chart with 3 concentric circles, each big enough to put stickies in. Label them • ‘Team controls - Direct action’, • ‘Team influences - Persuasive/recommending action’ and • ‘Wider system - Response action’ from innermost to outermost circle respectively. Take your answers from last phase and put them in the appropriate circle. Add any other suggestions for action items. Are they all in the inner circle that is completely in the team’s control? Walk through the “outer actions” and encourage the team to revise the action so that they become something the team can do. Agree on which actions to try, e.g. via dotvoting. If the team keeps acting helpless I try an intervention along the lines of “We can’t change other people. We can only change our own perspective and behavior. If we always behave the same way, the outcome will also stay the same.” You and Me (#102) 10 min | Mike B. We’ll end with with an activity that is uplifting and stressing personal responsibility: Houston, we have a problem 67 Put up 2 columns on a white board: ‘Thank you!’ and ‘My action’. Ask everybody to write one sticky per column: Something they want to thank another teammate for doing; and something they want to change about their own behavior in the next iteration. It can be something really small. Once everyone is finished, do a round for each person to present their stickies and post them to the board. Houston, we have a problem 68 Reluctant Participants When I first heard about retrospectives, I was smitten. It was love at first sight. I distinctly remember thinking: “This is a fantastic idea! I will take this practice everywhere I go!” Even though there was no way I could have predicted how defining retrospectives would become for my life. Alas, not everybody is like that. Among the top questions I get is something along the lines of: “One member of my team doesn’t like to participate in our ceremonies. She doesn’t really talk during any of the ceremonies, just tells our manager that she thinks they are a waste of time. I’ve tried everything! I just can’t get her to engage! Any help on this?” This is an incredibly common problem. And people usually try to fix it by making the retro “more fun”. In most scenarios that is exactly the wrong way to go! Fun is not the point of retrospectives. The point is to enable change. If retros don’t improve people’s lives over the course of a few iterations then they truly are a waste of time. We don’t do them just so that we have done them. Make it worth their time The reluctant person gave a reason for her disengagement. And it’s a valid reason. Veronika Kotrba and Ralph Miarka⁴³ taught me: “Everybody is the expert for their own situation”. If she thinks it’s a waste of her time, then it is a waste of her time. Period. The question is: What would make it worth her while? What is your relationship like? Is that something that you can ask the reluctant participant in your life? Without being defensive or reproachful? With a curious mindset because you would honestly like to know? Asking directly in a 1:1 setting is my preferred route. ⁴³https://sinnvoll-fuehren.com Houston, we have a problem 69 And I phrase it positively: “What would you like to have happen that would make the retrospective a good use of your time?” If you feel like you cannot approach them directly, you can try the following plan. But first a couple of disclaimers are in order: Disclaimer 1: I’m not against fun Don’t get me wrong, fun is good. A happy brain is more creative and willing to try stuff out, giving the benefit of the doubt. I’ll make it fun when I can. But retros have to be effective first. That’s the “must have”. Fun is the “nice to have”. Disclaimer 2: We cannot force agile on people We cannot force people to “be agile”. If someone genuinely doesn’t want to be there and engage we cannot make them. What would happen if the reluctant person didn’t have to come? How would that affect the team? How does it affect the team now that someone is not engaging? I’ve stopped forcing people a long time ago. I’ve seen so many teams invest a lot of energy trying to include someone who didn’t really want to be part of it. Not everybody is cut out for agile. Not everybody can be won over. That’s okay. Time will tell if someone wants to work in an agile team or not. Sometimes it’s best for everyone if someone leaves the team – As graciously as possible: Let everyone save face. Certainly no mobbing! But we’re not there yet. Everybody deserves a fair chance and we’re trying to include someone. 70 Houston, we have a problem Disclaimer 3: Is follow-through the problem? The plan is based on the assumption that the “waste of time” impression comes from a (perceived) lack of results from the retro. If you suspect or know that your teammate has different reasons than try something else. For the Future When I start facilitating in a new team, I want to know if they are on board with doing retrospectives. The best activity I know for this is ESVP for “Set the Stage”. If you join a new team, use any of the general purpose plans and replace the first activity with this one: ESVP (#1) 5-10 min | Agile Retrospectives Prepare a flipchart with quadrants for E, S, V, and P. Explain the concept: • Explorer: Eager to dive in and research what did and didn’t work and how to improve. • Shopper: Positive attitude. Happy if one good things comes out. • Vacationer: Reluctant to actively take part but the retro beats the regular work. • Prisoner: Only attend because they (feel they) must. Take a poll (anonymously on slips of paper). Count out the answers and keep track on the flipchart for all to see. If trust is low, deliberately destroy the votes afterwards to ensure privacy. Ask Houston, we have a problem 71 what people make of the data. If there’s a majority of Vacationers or Prisoners consider using the retro to discuss this finding. Only use this activity if you know how you will handle prisoners. In a retro with many people, I’m prepared to let Prisoners go. I’ve only ever had Prisoners once (in a cross-team retro with 25 people). I invited them to change their minds and then announced a 5 minute coffee break to let them slip away quietly. I honestly can’t remember if everyone came back or if the 2 prisoners stayed away. In a small team I’d throw out whatever I had planned and switch to the following plan. The actual plan Retromat-ID: 81-51-117-81 Outcome Expectations (#81) plus Lean Coffee (#51) 45 min | Inspired by Jim & Michele McCarthy Everyone in the team states their goal for the retrospective, i.e. what they want out of the meeting. Examples of what participants might say: • I’m happy if we get 1 good action item • I want to talk about our argument about unit tests and agree on how we’ll do it in the future • I’ll consider this retro a success, if we come up with a plan to tidy up $obscureModule Capture the goals on a flipchart. Houston, we have a problem 72 “The Meet - Core Protocol”, which inspired this activity, also describes ‘Alignment Checks’: Whenever someone thinks the retrospective is not meeting people’s needs they can ask for an Alignment Check. Then everyone says a number from 0 to 10 which reflects how much they are getting what they want. The person with the lowest number takes over to get nearer to what they want. Use the goals as input for a discussion if the goals already make good topics. Either start with the top one, or dotvote to determine the order. If the goals are vague like “I’m happy if we get 1 good action item” use Lean Coffee. Track potential action items on a board. Maximize Follow Through (#117) 15 min | Chris Rimmer Prepare a flip chart with 4 columns titled ‘Action’, ‘Motivation’, ‘Ease’ and ‘Reminder’. Go through the potential action items from the last phase. Ask the teams which ones they want to implement. Write the “winners” into the first column of the table. Read out each action and fill in the other columns by asking: • Motivation - How can we motivate ourselves to do this? • Example: ‘We’ll reward ourselves with cake on Friday if we do this every day’ • Ease - How can we make it easy to do? • Example: ‘Move the task board next to Simon’s desk’ for the action ‘Start involving Simon in the stand up’ • Reminder - How will we remember to do this? Houston, we have a problem 73 • Examples: ‘Richard will put a reminder in Google Calendar’ or ‘We’ll do this after the stand up each day’ Not all AIs require all of the above. Afterwards go through the list again and ask how confident they are that they will implement this action item. If a probability is low, ask why. Either find ways to increase the chances or drop the action item entirely and focus on the ones with better prospects. Outcome Expectations Reloaded (#81) 5-10 min | Inspired by Jim & Michele McCarthy Before everybody heads out, gather around the first flipchart with the goals. On a scale of 0 to 10 how close have they gotten to their goal? What would have made that number go up 1 step? Follow through & a new phase You thought you were done? Think again *cue evil laughter* Seriously, retrospectives are only Step 1 of 2. The second – arguably more important step – is what happens afterwards. Which is often enough: nothing. It’s not fair to tell people “come, we’ll look for improvements” and then not implement a single improvement idea. When planning the iteration, make sure there’s time for implementing the action items. Have them on the same board as the other work. Houston, we have a problem 74 I have no idea what the average follow-through is. For my teams it’s been between 60-80% of the action items. Dropped action items tend to be reactions to oneoff situations. Situations that riled up the team and seemed very important at the time but then tapered out. That’s why I’m not aiming for 100% followthrough. I always thought 80% would be cool. But even at 60-80% the teams were happy and improving. So there’s that. Let me tell you about the team with the best follow-through I’ve ever had the pleasure of working with: Each retro they added all action items and rule changes to a big sheet of flipchart paper. Each item had a “revisit”-date attached to – the date when the team thought they’d be able to judge the effect (2, 4 or 6 weeks). At the beginning of each retro we would go through the list of items to revisit. Did the team do it? Did it work as intended? If yes, rule changes were made permanent and actions crossed off. If not, the items were consciously dropped or changed. This team had amazing follow-through. To replicate their success, bring the list of last retro’s agreements to the next one and ask what happened – for about 5 minutes. This accomplishes several things: • It lets the team know that someone cares about what happens. (Whenever I remember to, I’ll also ask during the iteration – genuinely curious, not annoyingly. Just as a reminder.) • The team can spot problems with follow-through early At least here in Germany, there are several coaches recommending this kind of checkup in between “Set the Stage” and “Gather Data” as a new Phase 2. Instead of just going through the list you can also do something more elaborate and insightful⁴⁴. ⁴⁴https://retromat.org/blog/activities-for-checking-up-on-action-items/ Houston, it’s a really big problem So far, the problems were okay-ish. Not nice to have but seemed solvable. We now approach the kind of situation that makes me anxious. When the problem is within the team and how people interact with each other. For starters, it might be hard to diagnose. Tension is high and the mood is low, but why? If you suspect that something is wrong but aren’t quite sure, replace the activity to “Set the Stage” in your next retrospective with this one: Spot the Elephant (#130) 10 min | Willem Larsen Prepare 1 set of cards per team member. A set of cards contains 1 Elephant card, 1 Boot card, 1 Happy Sun card, and 1 Moon card. Ask them to pick one card from their set: • If you think there is at least one ‘Elephant in the room’ (unspoken but important problem) for this team, then choose the Elephant card. Choosing this card doesn’t mean that you have to talk about the Elephant or even say what you think the problem is. • If there are no Elephants, but you got your feelings hurt in an interaction at least once (and didn’t mention it), choose the Boot crushing flower card. • If everything is hunky dory for you, choose the Happy Sun. Houston, it’s a really big problem 76 • If you’re uncomfortable sharing, or don’t feel like any other card fits, choose the neutral Moon. To preserve anonymity, everyone places their chosen card face down on the feedback pile and the rest of their sets face down on a discard pile. Shuffle the discard pile to ensure anonymity and put it aside. Shuffle the feedback pile and then reveal the cards one at a time. If your team has 1 or more Elephants in the room, you have some serious issues with Psychological Safety⁴⁵. Let the team sit with their new knowledge and offer a larger retrospective soon to make space for them to share. Do not ask who chose what. Preserve the anonymity and do not coerce explanations of the chosen card! This is a critical opportunity to build trust and preserve your ability to gain insight into the state of the team. In the same way, depending on the size of your team, two or more hurt feelings suggest that you may have safety issues. Two or more Moons also suggests a lack of psychological safety. Take this feedback into consideration when designing your next retro. There are lots of great ways to more thoroughly dive into and surface learnings, this activity just points out when such a retrospective is needed. For a remote setting, you can turn this into a vote between 4 options. Look for a tool that enables people to cast their vote anonymously, for instance Mentimeter⁴⁶, Poll Everywhere⁴⁷ or Kahoot!⁴⁸. ⁴⁵https://wall-skills.com/2020/what-is-psychological-safety/ ⁴⁶https://www.mentimeter.com/ ⁴⁷https://www.polleverywhere.com/ ⁴⁸https://kahoot.com/ Houston, it’s a really big problem 77 Maybe there is something you can do to build Psychological Safety⁴⁹ in the meantime? The following two retrospectives are for teams that are “not working out”. Yet! The possible reasons are manifold and so are the symptoms. I always work under the assumption that I don’t have to fix everything in one retrospective. I can use a soft approach first and come back with something more “in your face”, if the soft approach doesn’t work. If the team breaks through after the first approach, great! If not, try the second. The plans in this chapter are tricky because the situation is tricky. If you have only just started facilitating see if someone more experienced can support you. Just in case that things escalate. Company Map Retromat-ID: 136-68-51-48-83 Surprise! (#136) 10 min | Unknown via Andreas Drexhage I like to start with something light-hearted in retrospectives that I expect to be hard. People in a good mood are willing to try out more. And this is a really fun activity: Prepare by buying a Kinder Surprise Egg (or something similar with a surprise toy inside) for each participant. ⁴⁹https://wall-skills.com/2020/how-to-build-psychological-safety/ Houston, it’s a really big problem 78 Hand out the eggs at the beginning of the retrospective. Eating the chocolate is optional, but everybody needs to open their egg and assemble the toy. Ask “How does your toy represent your role in this iteration?” Give everyone a minute to think. Then go around the group for everyone to present their toy and how they relate to it. Obviously this activity does not translate well for remote retros. Is there a digital randomized surprise you can send? Company Map (#68) plus Lean Coffee (#51) 40 min | Judith Andresen The previous activity was already using metaphors. Now we unleash their full power on the team: Hand out pens and paper. Pose the question ‘What if the company / department / team was territory? What would a map for it look like? What hints would you add for save travelling?’ Let participants draw for 5-10 minutes. Hang up the drawings. Walk through each one to clarify and discuss interesting metaphors. Why do I like this activity? Metaphors make it possible to see and talk about stuff people didn’t even know they were thinking. If someone draws the team as a valley and every team member is a lake except for two who are drawn as mountains – that’s meaningful information. Did you notice my use of the word “unleash”? Like metaphors are some ancient beast? That’s because metaphors can be very revealing. Wield your power gently. Houston, it’s a really big problem 79 For the record: I love metaphors! Huge fan! I caution against them here, because the team’s situation is potentially charged. If conversations around the drawings don’t give a clear path forward, use Lean Coffee to prioritize and discuss topics. Listen for suggestions of action items. If there are several, dotvote which action items to implement. If there is only one big decisive issue, consider this activity: Take a Stand - Line Dance (#48) 10 min | Nick Oostvogels When the team can’t decide between two options, create a big scale (i.e. a long line) on the floor with masking tape. Mark one end as option A) and the other as option B). Team members position themselves on the scale according to their preference for either option. Ask people further down the scale “What would we have to change to make this option more acceptable?” Now tweak the options until you’ve got the majority of people cluster somewhere on the line. Physically taking a stance is very powerful. Both as a visualization and as a feeling for oneself. In a remote setting, you could use avatars of the participants on a virtual board and ask each person to place their avatar in the appropriate position on a line. Alternatively, the horizontal axis in a spreadsheet might work. I would not recommend using the top and bottom of a text document because that might imply a hierarchy to some. Houston, it’s a really big problem 80 Retro Dart (#83) 5-10 min | Philipp Flenker Draw one or several dartboards on a flip chart. Write a question next to each dartboard, e.g. • • • • We talked about what’s important to me I spoke openly I’m confident we’ll improve next iteration Everybody participated equally Participants mark their opinion with a sticky dot. Smack in the middle is 100% agreement. Outside the disc is 0% agreement. Debrief by asking what people notice. In this chapter, the focus is on human interaction and how that goes wrong. It’s fine by me if there are no action items coming out of it, as long the team dynamics improve. Houston, it’s a really big problem 81 Writing the Unspeakable There were several times in my life as a team member (not Scrum Master) when I thought “If I say this out loud the team will implode”. I’m embarrassed to say that I often kept my mouth shut. I don’t like conflict. Curiously, I do not shy away from speaking truth to power. But I do shy away from issues that I think will seriously mess with the team dynamic. Even if the team dynamic is really, really shitty. Fortunately, in this plan we only need one team member to have the courage to speak up or rather write up. It is my last try when I think “If the team splits up after this it might be better for everyone. Because we can’t go on like this.” Sometimes teams do indeed split after a big shout out. Other times the dust settles, the air is clear and everything falls into place. The team really starts working together. Either way, if it works it will not be comfortable⁵⁰. Retromat-ID: 42-75-137-51-125-138 Postcards (#42) 10-15 min | Corinna Baldauf Bring a stack of diverse postcards - at least 4 four times as many as participants. Scatter them around the room and instruct team members to pick the postcard that best represents their view of the last iteration. After choosing they write down three keywords describing the postcard, i.e. iteration, on index cards. In turn everyone hangs up their post- and index cards and describes their choice. ⁵⁰https://retromat.org/blog/my-most-important-retrospectives-were-horrible/ Houston, it’s a really big problem 82 Writing the Unspeakable (#75) 10 min | Unknown, via Vanessa Do you suspect that unspoken taboos are holding back the team? Consider this silent activity: Stress confidentiality (‘What happens in Vegas stays in Vegas’) and announce that all notes of this activity will be destroyed in the end. Only afterwards hand out a piece of paper to each participant to write down the biggest unspoken taboo in the team / company. When everyone’s done, they pass their paper to their left-hand neighbors. The neighbors read and may add comments. Papers are passed on and on until they return to their authors. One last read. Then all pages are ceremoniously shredded or burned. Alternatively, you can make this activity (semi-)anonymous⁵¹: Instead of passing their papers they all hand it to you. You shuffle, read them out loud and destroy the notes. Hold the silence for at least 30 seconds so that the unspeakable truths can sink in. Dare, Care, Share (#137) plus Lean Coffee (#51) 30 min | Juliana Stepanova Display three categories: • Dare … is for bold wishes, ideas and suggestions; to address pain points; anything that is important to mention but might need courage to raise ⁵¹You might recognize the handwriting. Of course, you will keep your extra information confidential. Houston, it’s a really big problem 83 • Care … is for troubles and worries; things that aren’t happening but should; areas for improvement • Share … is for any kind of information that team members want to share with each other; feedback, news, … Ask each participant to write down at least 1 sticky note per category and set the timer to 5 minutes. Afterwards go around and let each participant read out their notes and post them in the appropriate category. Use Lean Coffee to prioritize and discuss the topics. Three by Three (#125) 15 min | Simon Tomes Again, with this plan the focus is on human interaction and shared understanding. There doesn’t have to be an action item. If you feel that there should be one, consider this silent brainstorming technique. It helps the team come up with truly creative solutions and gives quiet people equal footing: • • • • Everyone writes 3 sticky notes with 1 action idea each Go around the room and pitch each idea in 15 seconds Gather all stickies so that everyone can see them Each team member adds their name to the sticky note that inspires them the most • Take off all ideas without a name on them Repeat this process 2 more times. Afterwards, everyone can dot vote to determine which action(s) the team is going to implement. Houston, it’s a really big problem 84 Debriefing Cube (#138) 5 min | Chris Caswell and Julian Kea A good debriefing deepens understanding, learning and sharing. Preparation: Download and assemble the Debriefing Cube and cards⁵². During the retrospective, roll the cube. Then draw a card from the category it shows and use it to prompt a discussion. Repeat as time permits. The cube is too random? Here are debriefing questions from the cube that fit this plan: • • • • • • • • Did you assume anything that turned out to be wrong? What was the defining moment that changed things? How could you have made the process more / less pleasant? What was this experience like? How did you deal with your emotions? When did you care most/least about the outcome? What did you learn about yourself and the team? What would an expert make of your experience? Keeping my fingers crossed that your team starts to gel! ⁵²https://wall-skills.com/2019/the-debriefing-cube/ Time to say goodbye Eventually teams break up. It can be a relief but it usually is a sad event. The following retrospective is appropriate for teams that are sad to see each other leave. First off, if your team has established some sort of tradition, do that. Icecream on Wednesdays? Dress-Up Fridays? Potluck lunch at the last day of the month? If you’ve got something that’s special to you, use that and roll with it. If you don’t, consider the following: Take the team out to eat to a place that’s not too loud and crowded. Everybody has to be able to hear everybody else at the table. If the team is big, consider ordering take out into a nice meeting room. After everyone has placed their order, it’s time for a fun round of trivia. Retromat-ID: 106-27-67-101 Who said it? (#106) 10-15 min | Beccy Stafford For this one, you need quotes from the team members. Spend some time looking through email threads, chat logs, ticket discussions, commit messages and the like. Collect funny, profound or otherwise notewhorthy quotes without context. Write them down with the name of the person who said them. When you’ve all settled in at the restaurant, read out the quotes. Ask the team to guess who said it - the source may not self-identify! Often the team will not only know who said it, but also talk about what was going on at the time. 86 Time to say goodbye Enjoy yourselves and the food. Once plates are fairly empty, maybe while your waiting for dessert, introduce Retrospective Cookies (#27) 15 min | Adam Weisbart This is another activity you have to prepare, by either buying the fortune cookies from Adam Weisbart⁵³ or writing prompts down on paper, folding them up and putting them in a jar. Examples for questions: • What was the most effective thing you did this for this team / project, and why was it so successful? • Did our boards reflect reality? Why or why not? • What did you contribute to the development community in your company? • What was the team’s biggest impediment this project? One by one everybody gets to pick, read out their prompt and answer the question they’ve gotten. Take Aways (#67) 10 min | Judith Andresen What are participants taking away from their experience in this team? What would they like to recreate in their next team? Give participants 5 minutes to ponder these questions and write them down. Ask them to read out their notes for everyone to hear. Hopefully by now everyone is sufficiently teary-eyed (“Who keeps cutting onions?”) to part with a round of ⁵³https://weisbart.com/shop/tools-toys/tools/retrospective-cookies/ Time to say goodbye 87 Endless Blessings (#101) 5-10 min | Bernie DeKoven via Diana Larsen Sit or stand in a circle. Explain that you will collect good wishes for the teams and projects people will join next. You will be building on each other’s blessings. If you do it for the first time, start the activity by giving the first blessing. Then go around the circle to add to your blessing. Skip over people who can’t think of anything. When you are losing steam, ask for another blessing to start another round. Continue until no one can think of blessings anymore. Example: • You start with ‘May we all join worthwhile projects’. • Your neighbor continues with ‘And may they delight their customers’. • Their neighbor wishes ‘And may we they find product-marketfit rightaway’. • And so on until ideas for additions to this blessing run out. • Then someone else can start a new round, e.g. with ‘May your next team write beautiful code’. That’s it. Have fun just hanging out until the bar closes up. Have a round of hugs for all the hug-positive people in your team. Great, now I have to think about all the great teams I had the privilege to be a part of sniff In a remote setting, try to have food delivered at the same time or send around a simple receipe that everyone cooks. Planning a retrospective Now you’re almost at the end of the book. As much as I hope you liked the plans in here, I hope even more that you will go on to create plans of your own. Amazing plans! There is no “one right way” to plan a retrospective. Just to give you an example, I’ll show you how I plan my retros. Take what you can use and replace the rest: Even though I know a lot of activities by heart, I use Retromat every time I plan a retrospective. I’ll hit that “New random retrospective plan”-button until I like the suggestion for Gather data, the second of the phases of a retrospective. You might have noticed that some of the plans in this book are named after their activity in Gather data. That’s because I think of the Gather data activity as the defining one that sets the tone of the retro. “Liking” an activity includes that it’s fitting for the team’s situation. Is there something that the team is struggling with? A topic they should address? I also check my notes to make sure that I haven’t used this activity in the last 5 retrospectives with this team. Asking the same questions will lead to the same answers, so I always use different activities. Once I settled on an activity for Gather data, I stop using the “Random”-button and use the arrow buttons for Set the stage. Sometimes I have an idea for an activity that would complement the one I already picked and click to find it. Most times I just browse through all activities in the phase until I find one that fits to the picked one. Depending on how much time I have left to fill, I will repeat this for Generate insight and Decide what to do or resort to my trusted Lean Coffee. Lastly, I use the arrows to browse Close the retrospective. If Planning a retrospective 89 I can adapt parts from Set the stage or Gather data, I will repeat them here, e.g. using “Constellation (#52 / #53)” to begin and end the retro. Retro notes - left column to prepare, right column for follow-up What’s in a phase? Don’t be constrained by what phase an activity belongs to in Retromat. For technical reasons, each activity is in exactly 1 phase. But some activities in Gather data could arguably belong in Generate insight and vice versa. Likewise general prompts in Close the retrospective can also be used in Gather data and vice versa. Gather data activities usually have more categories whereas Close the retrospective activities are simpler, e.g. “4 Ls (#78)” is in Gather data and “Plus & Delta (#40)” is in Close the retrospective. Feel free to override Retromat’s defaults. Find out the ID of an activity, change the plan ID in the URL and hit enter. Planning a retrospective 90 Example: The ID of the Feelings plan is 82-7-51-38-60. If you paste it into the URL like this https://retromat.org/en/?id=82-7-51-38-60⁵⁴ and press enter, you’ll see that both activity #7 and activity #51 belong in Gather data according to Retromat. I decided to ignore past Corinna’s phase assignment and changed the URL to have (on the surface) two Gather datas and no Generate insight. Adapt and prepare Once I have my basic plan outline, I will print it out. I write adjustments into the margins, strike through parts I will not use, make up new questions etc. I rarely use a plan completely “as is”. As my last step, I take notes of things I need to prepare. Is there anything that requires more than the standard supplies in a sipgate meeting room? Depending on what’s missing, I’ll either go prepare right away or block enough time in my calendar to do it later. If a team is humming along, I plan the retro on the day before. It takes 10-30 minutes. If there’s trouble brewing, I think about the upcoming retro a lot and start planning at least a week in advance. That’s it. That’s how I plan retros. Of course, there are tons of sources other than Retromat, such as funretrospectives.com⁵⁵ or blog posts. Personally, I rarely use them. But I used to read tons of blog posts back in 2010, before Retromat. ⁵⁴https://retromat.org/en/?id=82-7-51-38-60 ⁵⁵https://www.funretrospectives.com Inventing custom activities Some people love coming up with their own activities and mad props to them. New activities gotta come from somewhere. I rarely create new activities because I don’t want to re-invent the wheel. If somebody else thought of something that works, I’m happy to use it. And because of my work on Retromat I’m aware of A LOT of activities and variations that work beautifully. If you’re different and would like to create your own activities (or have to, because you can’t find a good fit) the following are good prompts: • • • • Holidays Sport events Company events Something the team is struggling with Only activities of the last category are in Retromat such as “Lines of Communication (#86)” or “Quartering - Identify boring stories (#64)”. The other categories are too particular to certain cultures. If you want an activity from those, invent away or find them on the intarwebs. When creating activities go for something that fits to your organization, country, culture or religion. Use elements the participants are familiar with. In Germany that means that refering to Soccer usually works, refering to American Football usually doesn’t. Inventing custom activities 92 Let’s create a Christmas activity Christmas is the most important holiday in Germany. It’s what I’m familiar with. You can use the same process to create something for any kind of holiday or event. Be it for Rosh Hashanah, Eid, Diwali, Chinese New Year, Easter, … Whatever is upcoming and important in your part of the world.⁵⁶ Let your imagination run wild! Start associating. When you hear “Christmas”, what comes to mind? Mistletoe, stockings, “A Christmas Carol”, … Wait! these are all from English-speaking countries. “A Christmas Carol” is relatively common knowledge in Germany. There’s a powerful activity that you could do based on it, especially for teams that are not doing well: You could have each team member write down what the Ghost of Iterations Past, Ghost of Iterations Present and Ghost of Iterations Future would show them. I.e. how the team used to be, how it’s working together now and how it will be if nothing changes. Then look for actions that will create a better future. I love the idea but it’s potentially glum and negative. Not sure I want to lead on to the holidays with a downer. Let’s keep looking. In Germany we have Adventskalender, children write to Weihnachtsmann (Santa Claus), Santa has elves helping with the presents, a sleigh with reindeers (no Rudolph, though), … You could do an advent calendar: one question inviting reflection for each day. Pick from the abundance of questions by @retroflection on Twitter⁵⁷. The team could open the calendar each day after standup and ponder the question. Nice idea. Good in addition to retrospectives, not instead. Next! Well, a straight-forward activity would be “Write a letter to Santa with wishes for the team”. This could be a riff on the “Miracle ⁵⁶Other cultures’ holidays are fascinating to me. If you create an activity, would you tell me about it? corinna@retromat.org ⁵⁷https://twitter.com/Retroflection Inventing custom activities 93 Question” from Solution-Focused Coaching⁵⁸. “Wish granted (#50)” in Retromat is similar. After making the wish you invite participants to imagine their work after the wish had been granted. In great detail. Since Santa Claus isn’t real, invite them to be their own Christmas elves. What can they do to turn their fantasy future into reality. How can they get one step closer? I think we’ve got a winner. Let’s roll with this one and use it in a plan. Bonus plan: A Christmas Retro To invoke the holiday spirit I would bring ginger bread, fir tree branches for the smell and flickering light for a cozy atmosphere. For Set the stage I looked through all activities in Retromat to make one “Christmassy”. None seemed fitting. One search for “Christmas retrospective” later, I see Santa faces⁵⁹ and voila: Emoticon Project Gauge (#32) goes Christmas 5 min | Andrew Ciccarelli Search and print images of Santa looking • • • • shocked / surprised nervous / stressed unempowered / constrained confused ⁵⁸https://coachingleaders.co.uk/solution-focus-how-to-use-the-miracle-question/ ⁵⁹https://stevesitton.com/2016/12/christmas-retrospective-many-faces-of-santa/ 94 Inventing custom activities • happy • mad • overwhelmed Let each team member choose which Santa reflects how they feel about the iteration. They can also give a short reason, if they want to. Letter to Santa 20 min | Corinna Baldauf Hand out pens and paper. Give the team members 10 minutes to write a letter to Santa Claus making one big wish for the team. When everyone is done, go around the circle and read out the letters. Are there common themes? The following activity will work better if several participants make the same wish. Wish granted (#50) 15-20 minutes | Source: Lydia Grawunder & Sebastian Nachtigall Give participants 2 minutes to silently ponder the following question: ‘Santa grants your wish and it comes true overnight. You come to work the next morning. How can you tell that Santa granted your wish? What is different now?’ Let everyone describe their ‘Wish granted’-workplace. Participants with the same wish can imagine and describe together. The more details people describe the more tangible and desirable this future becomes. Keep asking for sense impressions, behavior, … It will lead to better action items. Inventing custom activities 95 Be the elf you wish to see in the world 15-20 min | Corinna Baldauf Alas, we all know that Santa Claus isn’t real. Invite the team to be their own Christmas elves. What can they do to turn their wishful future into reality. How can they get one step closer? If there are many suggestions, dotvote which action items the team is going to implement. Emoticon Project Gauge (#32) goes Christmas – again 5 min | Andrew Ciccarelli Reuse the Santa faces from the beginning. This time ask which Santa reflects how they feel about the retrospective. Ho ho ho! Have fun! Appendix My facilitation style Does my facilitation style influence the activities I pick for retrospectives? I’m not sure. It does influence where I sit: To the side. I try to melt into the background. I want the participants to talk to each other. I’m there to provide structure and thought-provoking questions. I’m not a show master. Apart from instructions, I should not be the focus of their attention. In general, I am very hands-off in my facilitation. Compared to other facilitators in my vicinity I talk very little and interrupt the flow rarely. When I do, it’s usually with a question. Maybe I’m lucky that I work with teams that need little guidance. But I think it’s also something particular to me. My mantra is “Everybody is the expert for their own situation” from Solutionfocused Coaching. Instead of “You are off-topic” I would say “Our topic was X. It sounds like you’re now discussing Y. Is that what you want?” Because who am I to say which of the two topics is more important to them. They decide. This is more difficult in a teaching role, such as during an agile transition. If the company wants to become more agile and the team is honing in on a solution that violates agile principles, that’s a problem. I would let the team discuss all kinds of solution, and hope that a team member objects a non-agile solution. That’s more powerful than if I do it. But if they seem to settle on the non-agile solution I would point out the violation. Other situations where I do jump in: • Discussion is going in circles 97 Appendix • I suspect that they are avoiding something, e.g. taking responsibility • Disruptive behavior, esp. repeatedly • Personal attacks, raised voices and high emotions This “giving structure and otherwise stepping back” approach definitely influences how “Decide what to do” works in my retros: It’s often not a distinct phase. Instead I pluck actions from the discussion, either as suggestions or decisions. I read the room to see which is which. Before I mark anything as a “decided” action item I confirm, e.g. by asking “There seems to be broad support for this proposal. Can I write it down as an action item?” For beginners, I recommend a more structured approach to action items. People get really angry when you mark something as “decided” when they don’t feel that they had a say in it. TimeTimer Something that helps with my laid back style are TimeTimers. A TimeTimer looks similar to an analog watchface but instead of telling time it tells remaining time: You set a timebox by pulling out a red disk. As soon as you let go, the red disk slowly starts retreating back below the white parts. That way you always have a pie chart of the remaining time. Elegant, easy to use and highly visible! 98 Appendix Source: timetimer.com Using a TimeTimer means that most people are aware of time and try to stay within the limit. And when the time is up, the timer beeps and I don’t have to interrupt. The Timer does it for me. It works beautifully. Bias towards writing For almost every activity I give some quiet time to think about and write down answers. That levels the playing field for less outspoken people. 99 Appendix Meta Critique Last but not least, I complement the “hands-off” approach during the retro with a very explicit “meta critique” directly after the retro. Meta critique can cover interactions, topics and solutions – this retro in comparison to hundreds of other retros and meetings. Here’s an example of such a meta critique: “You’ve off-handedly mentioned that person X’s behaviour is detrimental for team Y. Yet doing anything about this behaviour is not part of your solution. From my perspective it looks like your action item will work around issues with X. That seemed very strange to me. Worth pointing out.” In meta critique I’m just sharing an observation, something to ponder. The team can dwell on it. There’s always the next retro. If it’s important it will come up again. Meta critique as a tool becomes more valuable the more experience you gather. It works best with teams that picked you and want your advice. Always ask the team if it wants feedback before sharing a meta critique. For the record, this is just my style. It’s not “the right way” to do it. I’ve seen all kinds of facilitation styles work. My flip charts are ugly. I never bring sweets. I do follow up on action items. 100 Appendix Tuckman’s Stages of Team Development According to Tuckman⁶⁰, newly-formed teams go through certain stages, before they work well together: ⁶⁰http://psycnet.apa.org/journals/bul/63/6/384/ Appendix 101 102 Appendix 1. Forming The team comes together. Everyone is on their best behavior and mostly focused on themselves – trying to figure out the team’s goal and their role and responsibilities within it. 2. Storming Working styles and personalities clash. Only 50% of teams hit this stage, the others go straight to Norming. Storming isn’t necessarily a bad thing: “Disagreements within the team can make members stronger, more versatile, and able to work more effectively as a team.” Unfortunately some teams never grow past this stage because of frequent changes in team membership, leadership or goals. 3. Norming Team members resolve their differences. They grow to respect and appreciate each other and tolerate each others whims. They can ask for help and give constructive feedback. They share a common goal and everyone takes responsibility. The team starts to deliver more. 4. Performing The team hums along. Their processes support them. The team is incredibly productive and great things happen. It’s an awesome time to be part of the team. 4 and a half. Stagnating (No official stage) A team can hit this stage when it stays together for too long: members don’t learn much anymore because there are no new 103 Appendix people to learn from. Sometimes members don’t enjoy working with each other anymore and their job satisfaction and results suffer. (This is not an official Tuckman stage: Heidi Helfand described it⁶¹ and it matches what I’ve observed.) 5. Adjourning The team members know that they are going their separate ways, e.g. because the project is nearing completion or the organisation is changing. It’s time to grieve and move on. The stages are not strictly linear: some teams skip a stage, others oscillate between stages. Furthermore, recent research suggests that a team can be in several stages at the same time – the stage depends on the topic. They might be performing in writing code and still storming about how to best test this code. If you are looking for plans for a certain Tuckman stage, try • Forming – Newly-formed Teams • Storming – The Houston-chapters about problems and really big problems • Norming – Laundry Day • Performing – General purpose plans • Adjourning – Goodbye ⁶¹http://www.heidihelfand.com/wp-content/uploads/2016/02/ agile2016ReteamingSlidesHeidiHelfand.pdf