ICP-CAT : Coaching Agile Transformations ICAgile Coaching Agile Transformations WWW.COACH2REACH.COM 1 THIS COURSE IS ACCREDITED BY © 2024 Coach2Reach | Confidential 2 1 LEADING CHANGE Realize sustainable agility through cultural change, not process change. VALUE DELIVERY Delight your target audience with effective highquality products and customer-centric outcomes. ORGANIZATIONAL ENABLEMENT Build adaptive capability across the organization through dynamic structures and systems. © 2024 Coach2Reach | Confidential 3 Tracks in LEADING CHANGE Agile Team Coaching Agile Fundamentals Agile Team Facilitation Agile Coaching Expert in Agile Coaching Coaching Agile Transformations Expert in Enterprise Coaching People Development Expert in Agility in Leadership Enterprise Coaching Business Agility Foundations Enterprise Agile Coaching Agility in Leadership Business Agility Foundations Leading with Agility Additional Recommended Certifications Systems Coaching © 2024 Coach2Reach | Confidential 4 2 Tracks in ORGANIZATIONAL ENABLEMENT Agile HR Business Agility Foundations Agility in HR Adaptive Org Design Agility in Finance Lean Portfolio Management Agility in Marketing Adaptive Strategy Agile Finance Business Agility Foundations Agile Marketing Business Agility Foundations © 2024 Coach2Reach | Confidential 5 Tracks in VALUE DELIVERY Product Ownership Agile Fundamentals Agile Product Ownership Enterprise Product Ownership Delivery Management Agile Fundamentals Agile Project and Delivery Management Delivery at Scale Agile Programming Agile Software Design Agile Engineering Agile Fundamentals © 2024 Coach2Reach | Confidential 6 3 Tracks in VALUE DELIVERY Agile Testing Agile Fundamentals Agile Testing Agile Test Automation Foundations of DevOps Implementing DevOps Product Management Lean Portfolio Management DevOps Agile Fundamentals Product Strategy Business Agility Foundations © 2024 Coach2Reach | Confidential 7 Enterprise Agile Coaching The Enterprise Coach has a holistic view of an organization and works across boundaries to accelerate the business agility journey. They are uniquely positioned to partner with organizational leadership to co-create meaningful and sustained change. Learning Outcomes in this Track emphasize assessing an organization's current design and structure, coaching human-centered change, and achieving business agility through leadership and culture. Business Agility Foundations Enterprise Agile Coaching Jumpstart the business agility journey with an agile mindset. Learn the paradigm shifts necessary to enable organizational agility in today's innovative business climate. This starting point is for professionals outside of the software delivery space (e.g., HR, Finance, Marketing). Coaching Agile Transformations Expert in Enterprise Coaching Learn strategies to coach leadership and culture effectively. Recognize the organization's impediments to change and help catalyze agile transformations. Business Agility Foundation Develop enterprise coaching capabilities that enable business agility. Improve business processes by understanding organization structure and design. Enterprise Agile Coaching Build proven competencies to become an effective Enterprise Coach. Coaching Agile Transformations © 2024 Coach2Reach | Confidential Expert in Enterprise Coaching 8 4 © 2024 Coach2Reach | Confidential 9 Why Coach2Reach Develop and help you by unlocking the untapped inner potential. Great outcomes and measurable personal success. Emerge as leader with high EQ. Transform yourself into a new you. Increase your value and the organization you work with. © 2024 Coach2Reach | Confidential 10 5 About Coach2Reach 1 An initiative by committed and motivated individuals 2 Make learning simple, real-time and in a collaborative space 3 Enhanced techniques derived from brain-based learning styles. 4 Designed to impart the knowledge and the wisdom to apply them in real-world scenarios 5 Outlive and succeed in the ever-challenging VUCA world. © 2024 Coach2Reach | Confidential 11 Training Approach 1 Instructor-led, blended learning, and private team training. 2 Facilitate learning using TBR techniques 3 Trainers highly qualified with skills and experience in the fields. 4 Subject Matter Experts 5 Our trainers are ICF and Scrum Alliance certified coaches © 2024 Coach2Reach | Confidential 12 6 Other Offerings © 2024 Coach2Reach | Confidential 13 Certification Criteria 1 All students to do any pre-requisite work or survey or readings provided 2 All students to be present stay engaged and participating in all the training 3 Students will receive an email containing instructions on how to access your ICAgile.com profile. 4 Students to complete a brief post-class survey. Upon completing the survey, you will become certified and receive a copy of your certificate via email. © 2024 Coach2Reach | Confidential 14 7 Training Tools MURAL https://app.mural.co/ Zoom https://zoom.us/ Mighty Network https://coach2reach.mn.co/ © 2024 Coach2Reach | Confidential 15 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 16 3.2.3 Ethical Considerations of Enterprise Agile Coaching 16 8 Index Enterprise Agile Coaching Skills © 2024 Coach2Reach | Confidential 17 VUCA World The United States Army War College was one of the first organizations to use the VUCA acronym, following the 9/11 terrorist attacks in 2001. Military planners were worried about the radically different and unfamiliar international security environment that had emerged, so they used VUCA to describe it. © 2024 Coach2Reach | Confidential 18 9 VUCA A VUCA environment can: Destabilize people and make them anxious. Volatile Change is rapid and unpredictable in its nature and extent. Zap their motivation. Thwart their career moves. Uncertain The present is unclear, and the future is uncertain . Complex Many different, interconnected factors come into play, with the potential to cause chaos and confusion. Make constant retraining and reshaping a necessity. Take huge amounts of time and effort to fight. Increase the chances of people making bad decisions. Ambiguous There is a lack of clarity or awareness about situations. Paralyze decision-making processes. Jeopardize long-term projects, developments and innovations. Overwhelm individuals and organizations. Take its toll on internal culture. "Bleed" inwards and create VUCA environments within organizations. © 2024 Coach2Reach | Confidential 19 Manage in a VUCA World VUCA Counter Volatility With Vision Volatility Vision Meet Uncertainty With Understanding Uncertainty Understanding Complexity Clarity Ambiguity Agility React to Complexity With Clarity Fight Ambiguity With Agility © 2024 Coach2Reach | Confidential 20 10 Barriers to Managing in a VUCA World • One of the biggest challenges of managing in a VUCA world is team members who resist change. They may refuse to accept that the world has evolved, want to stick with "tried and tested" methods, or simply fail to see the full picture. They might even be paralyzed by fear and fail to take action. • The unpredictability of VUCA often renders traditional, topdown organizational structures obsolete, so avoid using an inflexible, autocratic leadership style. In a VUCA world, collaboration, participation, debate, and even dissent are more important than obedience, command and groupthink – they allow you to remain flexible and to take action quickly © 2024 Coach2Reach | Confidential 21 Business Qualities to thrive in a VUCA world Broaden Your Customer Base Embrace Change Observe Industry Trends Be flexible in your approach and open-minded to entirely new alternatives to your product or service. Stay ahead of the curve by leveraging industry research and by keeping a close eye on your competition. Tap into niche markets by expanding your offerings to customers with needs that have been overlooked. Hire an industry outsider that can identify new ways of tackling problems. 1 2 3 4 © 2024 Coach2Reach | Confidential Seek A New Perspective 22 11 Business Qualities to thrive in a VUCA world Act Quickly Don't Be Afraid To Selfdisrupt Rethink Your Value Proposition Listen To Your Customer Be a first-mover by putting new ideas into practice instead of waiting for evidence of another company's success. Protect against disruption by reinventing your business, even if it means tossing your current business model. Make your product or service more appealing by making it cheaper, simpler, or more accessible. Keep up with shifting demands by taking consumer feedback seriously. 5 6 7 8 © 2024 Coach2Reach | Confidential 23 © 2024 Coach2Reach | Confidential 24 Examples 12 Enterprise Agility Enterprise agility is the timely realization of business value predictably, sustainably and with high quality. It is the ability of an organization to rapidly adapt to market and environmental changes in productive and costeffective ways. Sometimes referred to as business agility or organizational agility Your goal is to bring agility across the organization; from IT, Finance, HR, Marketing, Sales, and Operations. © 2024 Coach2Reach | Confidential 25 Enterprise Dimensions Technology Org Design Culture Leadership © 2024 Coach2Reach | Confidential People 26 13 Enterprise Business Agility Model © 2024 Coach2Reach | Confidential 27 Levels of Agile Coaching - Leaders - Organisation - Structure - Culture - Teams - In between Teams - Middle Management Team(s) © 2024 Coach2Reach | Confidential Enterprise Agile Coach Agile Coach Team Coach 28 14 What is Enterprise Agile Coaching ? 1 Enterprise Agile Coaching (EAC) is a field that has emerged as Agile implementations have expanded beyond the individual team level to include all manner of organizational challenges. 2 EAC is set of skills which enable practitioners to catalyze the adaptation and transformation of organizational agility in alignment with the organization’s vision, goals and needs in a turbulent and complex world (VUCA – Volatile, Uncertain, Complex and Ambiguous). © 2024 Coach2Reach | Confidential 29 What is Enterprise Agile Coaching ? Working with organizational structures and culture Developing leaders Building a strong team culture Growing technical practices Change Management Complex adaptive systems Leadership Agility © 2024 Coach2Reach | Confidential 30 15 Agile Coaching Competencies by Lyssa Adkins and Michael Spayd © 2024 Coach2Reach | Confidential 31 Agile Team Coaching Competencies Coaching Teaching Mentoring Transformational Facilitating Business © 2024 Coach2Reach | Confidential Technical 32 16 Enterprise Coaching Competencies Executive Coaching Change Management Management Consulting Agile Culture Design Organizational Design Leadership Development at all levels © 2024 Coach2Reach | Confidential Scaling Agility 33 Management Consulting Management consulting is the practice of providing consulting services to organizations to improve their performance or in any way to assist in achieving organizational objectives. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external advice and accessing consultants' specialized expertise regarding concerns that call for additional oversight © 2024 Coach2Reach | Confidential 34 17 Management Consulting Techniques Bottom-up approach Top-down approach Backward logic / reasoning Issue tree Low hanging fruits KPIs and business drivers Benchmarks 80/20 rule Rankings Scenario Analysis Decision Tree Analysis Theory of constraints and bottlenecks Simulations Feasibility Analysis © 2024 Coach2Reach | Confidential 35 Techniques - Value Stream Mapping © 2024 Coach2Reach | Confidential 36 18 Business Consulting Business consulting includes helping to identify, address, and overcome obstacles to meeting a company’s goals. A business consultant is an individual who works closely with business owners and managers to improve operations and efficiency • Identify obstacles that are preventing growth or efficiency • Determine what changes need to be made and help implement changes • Provide any necessary training and resources to staff and management • Bring out-of-the-box ideas to refresh a business • Assist in business planning and creating new businesses • Assess, hire, and fire staff, if necessary • Implement new programs • Analyze a company’s budget, suggest adjustments, and help put those adjustments in place • Locate providers and partners to help meet goals © 2024 Coach2Reach | Confidential 37 Organizational Structures The organizational structure also determines the flow of information between divisions within the corporation. A centralized structure, for example, makes choices from the topdown, whereas a decentralized structure distributes decision-making power throughout the organization. A system that outlines how specific activities are handled to fulfill a strategic mission is known as an organizational structure. Rules, roles, and obligations are all part of these activities. © 2024 Coach2Reach | Confidential 38 19 Types of Organizational Structures 1. Hierarchical Structure © 2024 Coach2Reach | Confidential 39 Types of Organizational Structures 2. Functional Structure © 2024 Coach2Reach | Confidential 40 20 Types of Organizational Structures 3. Horizontal or Flat Structure CEO Medical Devices Consumer Products Baby Care Diabetic Drugs © 2024 Coach2Reach | Confidential Nutritional Supplements 41 Types of Organizational Structures 4. Divisional Structures (market-based, product-based, geographic) © 2024 Coach2Reach | Confidential 42 21 Types of Organizational Structures 5. Matrix Structure © 2024 Coach2Reach | Confidential 43 Types of Organizational Structures 6. Team-based Structure 7. Network Structure © 2024 Coach2Reach | Confidential 44 22 Organizational Culture Organizational culture is generally understood as all of a company's beliefs, values and attitudes, and how these influence the behavior of its employees. Culture affects how people experience an organization © 2024 Coach2Reach | Confidential 45 Change Management 01 1. Change management (sometimes abbreviated as CM) is a collective term for all approaches to prepare, support, and help individuals, teams, and organizations in making organizational change. It includes methods that redirect or redefine the use of resources, business process, budget allocations, or other modes of operation that significantly change a company or organization. 02 1. Organizational change management (OCM) considers the full organization and what needs to change, while change management may be used solely to refer to how people and teams are affected by such organizational transition. It deals with many different disciplines, from behavioral and social sciences to information technology and business solutions. © 2024 Coach2Reach | Confidential 46 23 Change Management Frameworks Kotter 8-Step Process for Leading Change Create → Build → Form → Enlist → Enable → Generate → Sustain → Institute McKinsey & Company’s 7-S Framework Style, Skills, Systems, Structure, Staff, and Strategies = Shared Values & Goals Kurt Lewin’s Change Model Unfreeze → Change → Refreeze ADKAR Model Awareness → Desire → Knowledge → Ability → Reinforcement The Kübler-Ross Model Shock → Anger → Bargaining → Depression → Acceptance Satir Change Management Model Late Status Quo → Resistance → Chaos → Integration → New Status Quo William Bridges’ Transition Model Ending → Neutral Zone → New Beginnings © 2024 Coach2Reach | Confidential 47 Program Management Program management is the process of managing several related projects, often with the intention of improving an organization's performance. © 2024 Coach2Reach | Confidential 48 24 Skills and Capabilities Expertise Experience • Various Agile, Scrum, Kanban & Scaling frameworks • Management Consulting • Various Agile Roles • Technical Domain • Professional Coaching • Organizational Change Management • Agile Tools and Techniques • Transformation experience Skills Traits • Excellent Listening & communication • Agile Mindset – Values and Principles • Strong Facilitation skills • Emotional intelligence • Systems & Design thinking • Results driven self starter / ability to lead in ambiguity • Conflict management & Situational leadership • Lifelong learner- experiments & curiosity © 2024 Coach2Reach | Confidential 49 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 50 25 Index Personal and Professional Mastery © 2024 Coach2Reach | Confidential 51 Emotional Intelligence • Emotional intelligence is our ability to recognize and understand emotions in yourself and others and your ability to use this awareness to manage your behaviors and relationship. • It can be developed even if you are not born with it. © 2024 Coach2Reach | Confidential 52 26 4S Model Self Awareness Social Awareness The ability to recognise and understand your moods, and emotions, and drives, as well as their effect on others The ability to understand the emotional makeup of other people, skill in treating people according to their emotional reactions (empathy) Emotional Intelligence Self Management Social Skills the ability to control or redirect disruptive impulses and moods, the propensity to suspend judgement – to think before acting Proficiency in managing relationship and building networks, an ability to find common ground and build rapport © 2024 Coach2Reach | Confidential 53 Social Intelligence • Social intelligence “…develops from experience with people and learning from success and failures in social settings. • It is more commonly referred to as “tact,” “common sense,” or “street smarts.” © 2024 Coach2Reach | Confidential 54 27 Competencies Self Awareness Emotional Self Awareness Self Management Social Awareness Relationship Management Emotional Self Control Adaptabilit y Empathy Influence Coach and Mentor Achieveme nt Orientation Positive Outlook Organizatio nal Conflict Manageme nt Teamwork © 2024 Coach2Reach | Confidential 55 Self-Awareness Strategies Quit Treating Your Feelings as Good or Bad Don’t Be Fooled by a Bad Mood Observe the Ripple Effect from Your Emotions Don’t Be Fooled by a Good Mood, either Lean into Your Discomfort Stop and Ask Yourself Why You Do the Things You Do Feel Your Emotions Physically Visit Your Values Know Who and What Pushes Your Buttons Check Yourself Watch Yourself Like a Hawk Spot Your Emotions in Book, Movies, and Music Keep a Journal about Your Emotions Seek Feedback Get to Know Yourself under Stress © 2024 Coach2Reach | Confidential 56 28 Self-Management Strategies Breathe right Take control of your self-talk Create an emotion vs. Reason list Visualize yourself succeeding Make your goals public Clean up your sleep hygiene Count to ten Focus your attention on your freedoms, rather than your limitations Sleep on it Stay synchronized Talk to a skilled self-manager Learn a valuable lesson from everyone you encounter Smile and laugh more Put a mental recharge into your schedule Set aside some time in your day for problem solving Accept that change is just around the corner © 2024 Coach2Reach | Confidential 57 © 2024 Coach2Reach | Confidential 58 EAC Self Assessment 29 Enterprise Agile Coaching Skills – ICP CAT Developing Leaders Professional Coaching Organizational Culture Change Management © 2024 Coach2Reach | Confidential 59 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 60 30 Index Ethical Considerations of Enterprise Agile Coaching © 2024 Coach2Reach | Confidential 61 © 2024 Coach2Reach | Confidential 62 Ethical Considerations 31 At its simplest, ethics is a system of moral principles. They affect how people make decisions and lead their lives. Ethics is concerned with what is good for individuals and society and is also described as moral philosophy. bbc.co.uk/ethics/introduction/intro_1.shtml © 2024 Coach2Reach | Confidential 63 © 2024 Coach2Reach | Confidential 64 Ethical Considerations 32 Leadership Circle Self-Assessment Tool Exercise-Complete Self-Assessment https://leadershipcircle.com/free-self-assessment/ © 2024 Coach2Reach | Confidential 65 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 1 © 2024 Coach2Reach | Confidential 66 33 Index Leadership Styles and Development © 2024 Coach2Reach | Confidential 67 Qualities of a Great Leader 1. Vision Perhaps the greatest quality any leader can have is vision - the ability to see the big picture of where the organization or team they are working within is headed, what it's capable of, and what it will take to get there. 2. Inspiration Equally as important as having a vision is the ability to convey that vision to others and get them excited about it. This means maintaining a positive yet realistic presence within the organization helping team members stay motivated and engaged, and remember what it is that they are working for. 3. Strategic & Critical Thinking A good leader will be able to think critically about the organization or team they work within, and develop a clear understanding of its strengths, weaknesses, opportunities, and threats (and how they as an individual can work to support or overcome these). They'll be able to course-correct when necessary, and be able to assess the work they do to determine how it fits into overall organizational strategy and goals. © 2024 Coach2Reach | Confidential 68 34 Qualities of a Great Leader 4. Interpersonal Communication Good leaders must be able to interact with other people in a way that feels genuine. This does not mean you have to be an extrovert or a people-person to be a leader - there are many excellent leaders who self-identify as introverts! Rather, it means being able to demonstrate empathy, engaging in active listening, and building meaningful working relationships with those around you, whether they are a peer or a direct report. 5. Authenticity & Self-Awareness One of the key ways to become a great leader is to be self-aware enough to understand your strengths and your flaws, and to build an authentic leadership style that's true to who you are and how you do your best work. You want to be the best possible leader you can be, not try to fit into a mold set by someone else. Try to embrace the things that make you who you are, and that will naturally translate into you developing an authentic leadership style. © 2024 Coach2Reach | Confidential 69 Qualities of a Great Leader 6. Open-Mindedness & Creativity Being a good leader means being open to new ideas, possibilities, and perspectives, and understanding that there's no "right" way to do things. Leadership involves the knowledge that success comes with a willingness to change how things are done and to bring in fresh eyes to inspire new ideas, in addition to trying to think outside the box as much as possible. Leaders must be able to listen, observe, and be willing to change course when necessary. 7. Flexibility Leadership also means being adaptable and nimble when the situation calls for it. Nothing ever goes according to plan - whether you encounter minor roadblocks or large obstacles, you will need to be prepared to stop, reassess, and determine a new course of action. Good leaders will embrace the ever-changing nature of business and meet challenges with a flexible attitude - and be able to build inspire that same willingness to adapt in those around them. © 2024 Coach2Reach | Confidential 70 35 Qualities of a Great Leader 8. Responsibility & Dependability One of the most important qualities a leader can have is a sense of responsibility and dependability. This means displaying those traits in your individual work, but also demonstrating them in your interactions with others. Your team members need to know that they can depend on you to take on your fair share of work and follow through, support them through tough times, and help them meet both shared and individual goals. 9. Patience & Tenacity A good leader knows how to take the long view, whether it's of a strategy, a situation, or a goal. Being able to take on any bumps in the road and persist on without getting frustrated or defeated is key—from small projects to corporate vision, patience is a trait that is essential to strong leadership. © 2024 Coach2Reach | Confidential 71 Qualities of a Great Leader 10. Continuous Improvement True leaders know that perfection is a myth - there is always room for improvement on all levels, from the personal to the team to the overall organization. They'll always be willing to help team members find ways to develop new skills or improve upon a weakness, be able to identify and implement strategies for helping the organization as a whole grow, and, perhaps most importantly, be able to look inward and identify the areas they would like to work on - and then act on them. © 2024 Coach2Reach | Confidential 72 36 Leadership Styles • Leadership styles refer to the behavioral approach employed by leaders to influence, motivate, and direct their followers. A leadership style determines how leaders implement plans and strategies to accomplish given objectives while accounting for stakeholder expectations and the wellbeing and soundness of their team. • Leadership styles have been studied in various fora to establish the appropriate or most effective leadership style that motivates and influences others to accomplish set goals. The major tenet of effective leadership style is the degree to which it builds follower trust. © 2024 Coach2Reach | Confidential 73 © 2024 Coach2Reach | Confidential 74 Common Leadership Styles 37 Common Leadership Styles 1. Democratic Leadership • Makes decisions based on input from team • Collaborative and consultative 2. Autocratic Leadership • Makes all decisions without taking any inputs • Have absolute power and dictate all tasks 3. Laissez-Faire Leadership • Hands-off or passive approach to leadership • Provide team with necessary information & resources to carry out their tasks © 2024 Coach2Reach | Confidential 75 Common Leadership Styles 4. Transformational Leadership • Transforming by inspiring team to keep increasing their bar and achieve what they never thought they were capable of 5. Transactional Leadership • More short-term; “give and take” kind of transaction 6. Bureaucratic Leadership • “Go by the book” type of leadership. • Processes and regulations are followed according to policy with no room for flexibility © 2024 Coach2Reach | Confidential 76 38 Common Leadership Styles 7. Servant Leadership • Strives to serve the needs of their team above their own. • Tries to find ways to develop, elevate and inspire people to achieve the best results © 2024 Coach2Reach | Confidential 77 Other Leadership Styles 1. Coach-style Leadership • Identifying and nurturing individual strengths and formulating strategies for the team to blend and work well together 2. Charismatic Leadership • Employs charisma to motivate and inspire followers; unite a team towards a shared vision. • Can see themselves as bigger than the team and lose track of the important tasks 3. Strategic Leadership • Leads the company’s main operations and coordinates its growth opportunities © 2024 Coach2Reach | Confidential 78 39 Leadership Assessment Tools SurveySparrow DISC LMAP 360 Gallups Strengths Finder Saville Assessment Enneagram USC’s Leadership Style Self-Assessment The IHHP Emotional Intelligence (EQ) MindTools Leadership Skills Assessment Leadership Circle © 2024 Coach2Reach | Confidential 79 Leadership Circle Profile for Coaching © 2024 Coach2Reach | Confidential 80 40 Leadership Circle Profile © 2024 Coach2Reach | Confidential 81 Circle within a Circle The outer circle displays the results for each of the 29 dimensions measured by the LCP. The inner circle dimensions summarize the outer circle dimensions into 8 summary scores. Dimension definitions can be found on the following pages. The location of dimensions within the circle illustrates the relationship between dimensions. Circle Within a circle Adjacent dimensions describe similar behavior patterns that are positively correlated. Dimensions on opposite sides of the circle are opposing behavior patterns and are inversely correlated. The inner circle profiles a percentile summary score for all dimensions in that section of the outer circle. © 2024 Coach2Reach | Confidential 82 41 Percentile Scores 1 All scores are displayed as percentile scores compared to an ever-growing norm base. 2 High scores are beyond the 67th percentile. 3 Low scores are below the 33rd percentile. © 2024 Coach2Reach | Confidential 83 Relationship-task Balance 1 Relationship-Task Balance measures the degree of balance a leader shows between the Achieving and Relating competencies. 2 It is a measure of the over, under or balanced development of either half of the equation (the people half or the task half) that makes for great leadership. © 2024 Coach2Reach | Confidential 84 42 Leadership Potential Utilization • Leadership Potential Utilization is a bottom-line measure that compares the overall score of the dimensions measured to that of other leaders who have taken this survey. • It sorts through all the high and low scores to answer the question, “So, in the end, how am I doing?” © 2024 Coach2Reach | Confidential 85 Leadership Effectiveness Leadership Effectiveness measures the leader’s perceived level of overall effectiveness. Research has shown it to be significantly correlated to business outcomes. It gives the leader an overall measure of how all of the above is translating into perceived effectiveness. © 2024 Coach2Reach | Confidential 86 43 Creative Leadership Competencies Relating Self-awareness • The top half of the circle maps Creative Competencies that contribute to a leader’s effectiveness. Authenticity Systems awareness • They measure key leadership behaviors and internal assumptions that lead to high fulfillment, high achievement leadership Achieving © 2024 Coach2Reach | Confidential 87 Relating RELATING summary dimension measures the leader’s capability to relate to others in a way that brings out the best in people, groups and organizations. 1 Caring Connection measures the leader’s interest in and ability to form warm, caring relationships. 2 Fosters Team Play measures the leader’s ability to foster high-performance teamwork among team members who report to him/her, across the organization, and within teams in which he/she participates 3 Collaborator measures the extent to which the leader engages others in a manner that allows the parties involved to discover common ground 4 Mentoring & Developing measures the leader’s ability to develop others through mentoring and maintaining growth-enhancing relationships 5 Interpersonal Intelligence measures the interpersonal effectiveness with which the leader listens, engages in conflict and controversy, deals with the feelings of others, and manages his/her own feelings © 2024 Coach2Reach | Confidential 88 44 Self-Awareness Self-Awareness summary dimension measures the leader’s orientation to ongoing professional and personal development, as well as the degree to which inner self-awareness is expressed through high integrity leadership. 1 Selfless Leader measures the extent to which the leader pursues service over selfinterest, where the need for credit and personal ambition is far less important than creating results that serve a common good. 2 Balance measures the leader’s ability to keep a healthy balance between business and family, activity and reflection, work and leisure—the tendency to be selfrenewing, and handle the stress of life without losing the self. 3 Composure measures the leader’s ability, amid conflict and high-tension situations, to remain composed and centered, and to maintain a calm, focused perspective. 4 Personal Learner measures the degree to which the leader demonstrates a strong and active interest in learning and personal and professional growth. It measures the extent to which he/she actively and reflectively pursues growing in selfawareness, wisdom, knowledge, and insight. © 2024 Coach2Reach | Confidential 89 Authenticity Authenticity summary dimension measures the leader’s capability to relate to others in an authentic, courageous and high integrity manner. 1 Integrity measures how well the leader adheres to the set of values and principles that he/she espouses; that is, how well he/she can be trusted to “walk the talk.” 2 Courageous Authenticity measures the leader’s willingness to take tough stands, bring up the “undiscussables” (risky issues the group avoids discussing), and openly deal with difficult relationship problems. © 2024 Coach2Reach | Confidential 90 45 Systems Awareness Systems Awareness summary dimension measures the degree to which the leader’s awareness is focused on whole system improvement, productivity, and community welfare. 1 Community Concern measures the service orientation from which the leader leads. It measures the extent to which he/she links his/her legacy to service of community and global welfare. 2 Sustainable Productivity measures the leader’s ability to achieve results in a way that maintains or enhances the overall long-term effectiveness of the organization. It measures how well he/she balances human/technical resources to sustain long-term high performance. 3 Systems Thinker measures the degree to which the leader thinks and acts from a whole system perspective as well as the extent to which he/she makes decisions in light of the long-term health of the whole system. © 2024 Coach2Reach | Confidential 91 Achieving Achieving summary dimension measures the extent to which the leader offers visionary, authentic, and high achievement leadership. 1 Strategic Focus measures the extent to which the leader thinks and plans rigorously and strategically to ensure that the organization will thrive in the near and long-term. 2 Purposeful & Visionary measures the extent to which the leader clearly communicates and models commitment to personal purpose and vision 3 Achieves Results measures the degree to which the leader is goal directed and has a track record of goal achievement and high performance. 4 Decisiveness measures the leader’s ability to make decisions on time, and the extent to which he/she is comfortable moving forward in uncertainty. © 2024 Coach2Reach | Confidential 92 46 Reactive Leadership Competencies Complying • The lower half of the circle maps self-limiting Reactive Tendencies and leadership behaviors. Protecting Controlling • The Reactive dimensions reflect inner beliefs and assumptions that limit effectiveness, authentic expression, and empowering leaders © 2024 Coach2Reach | Confidential 93 Complying Complying summary dimension measures the extent to which a leader gets a sense of selfworth and security by complying with the expectations of others rather than acting on what he/ she intends and wants. 1 Conservative measures the extent to which the leader thinks and acts conservatively, follows procedure, and lives within the prescribed rules of the organization with which he/she is associated. 2 Pleasing measures the leader’s need to seek others’ support and approval in order to feel secure and worthwhile as a person. People with strong needs for approval tend to base their degree of self-worth on their ability to gain others’ favor and confirmation. 3 Belonging measures, the leader’s need to conform, follow the rules, and meet the expectations of those in authority. It measures the extent to which he/ she goes along to get along, thereby compressing the full extent of his/her creative power into culturally acceptable boxes. 4 Passive measures the degree to which the leader gives away his/her power to others and to circumstances outside his/her control. It is a measure of the extent to which he/she believes that he/she is not the creator of his/her life experience, that his/her efforts do not make much difference, and that he/she lacks the power to create the future he/ she wants. © 2024 Coach2Reach | Confidential 94 47 Protecting Protecting summary dimension measures the belief that the leader can protect himself/herself and establish a sense of worth through withdrawal, remaining distant, hidden, aloof, cynical, superior, and/or rational. 1 Arrogance measures the leader’s tendency to project a large ego behavior that is experienced as superior, egotistical, and self-centered. 2 Critical is a measure of the leader’s tendency to take a critical, questioning, and somewhat cynical attitude. 3 Distance is a measure of the leader’s tendency to establish a sense of personal worth and security through withdrawal, being superior and remaining aloof, emotionally distant, and above it all. © 2024 Coach2Reach | Confidential 95 Controlling Controlling summary dimension measures the extent to which the leader establishes a sense of personal worth through task accomplishment and personal achievement. 1 Perfect is a measure of the leader’s need to attain flawless results and perform to extremely high standards in order to feel secure and worthwhile as a person. Worth and security is equated with being perfect, performing constantly at heroic levels, and succeeding beyond all expectations. 2 Driven is a measure of the extent to which the leader is in overdrive. It is a measure of his/her belief that worth, and security are tied to accomplishing a great deal through hard work. It measures his/her need to perform at a very high level in order to feel worthwhile as a person. A good work ethic is a strength of this style, provided that the leader keeps things in balance and is able to balance helping others achieve with his/her own achievement. 3 Ambition measures the extent to which the leader needs to get ahead, move up in the organization, and be better than others. Ambition is a powerful motivator. This scale assesses if that motivation is positive, furthering progress—or negative, overly selfcentered and competitive. 4 Autocratic measures the leader’s tendency to be forceful, aggressive, and controlling. It measures the extent to which he/she equates self-worth and security to being powerful, in control, strong, dominant, invulnerable, or on top. Worth is measured through comparison, that is, having more income, achieving a higher position, being seen as a most/more valuable contributor, gaining credit, or being promoted. © 2024 Coach2Reach | Confidential 96 48 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 3.2 Self-Mastery, Professional Development and Ethics 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 3.2.1 Learning Journeys and Professional Development 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching © 2024 Coach2Reach | Confidential 97 Index Enterprise Agile Coaching “Contract” © 2024 Coach2Reach | Confidential 98 49 What should be in my enterprise Agile coaching contracts? Context The context section should describe why you’re there. For example, has there been a dip in performance? Has the team just formed and needs to become productive quickly? Is there a level of complexity such as multi-team dependencies that requires expert guidance? Expected Outcomes The expected outcomes tile should define “done”. In an ongoing relationship with a client, there may be many iterations of the contract as you uncover new issues and opportunities. Roles & Responsibilities Once you know why you’re there and what done looks like, you can assign who is accountable for what. You will mainly need to explain the boundaries of your assignment in the context of the stances of an agile coach. Focus Areas Every engagement starts with a hypothesis or hypotheses. What’s yours? Where will you start, and how will you uncover the real issues, knowing that the context only describes what the sponsor of your engagement sees, not the real problems. Who will be Coached? Coaching requires consent, but it also requires buy-in. For example, if my manager tells me I need a coach, I might feel forced to consent, but that doesn’t mean I will participate or divulge any helpful information. © 2024 Coach2Reach | Confidential 99 What should be in my enterprise Agile coaching contracts? Working Agreements Finally, it’s essential to agree on how you engage: Who accepts that you are done? Who decides that the context is no longer valid or needs updating? Whose budget will your fee come from, and who approves the expenditure? Who referees in the case of a dispute on approach? Where do the boundaries lie between advising, coaching and telling? Are you expected to engage face to face or remotely? How do you invoice, and when will this be paid? How do you resolve misalignments in your scope, purpose or engagement? Who measures your performance? What should happen if any illegal or non-compliant activity is uncovered, or ethical issues arise? © 2024 Coach2Reach | Confidential 100 50 Examples of obstacles that can be overcome/prevented Leadership not available to be coached Agile transformation runs like a waterfall project by a Program Manager EAC has given delivery responsibilities No common understanding of the transformation success criteria between the client and EAC © 2024 Coach2Reach | Confidential 101 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 102 51 Index Professional Coaching © 2024 Coach2Reach | Confidential 103 What is Coaching? Coaching is partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential. © 2024 Coach2Reach | Confidential 104 52 ICF Coaching Competencies Setting the Foundation • • Co-Creating the Relationship Meeting Ethical Guidelines & Professional Standards Establishing the Coaching Agreement • Establishing Trust & Intimacy with the Client • Coaching Presence Communicating Effectively • Active Listening • Powerful Questioning • Direct Communication Facilitating Learning and Results • Creating Awareness • Designing Actions • Planning & Goal Setting • Managing Progress & Accountability © 2024 Coach2Reach | Confidential 105 Coaching Skills Coaching Presence Creating Space Curiosity Holding Client’s Agenda Designed Alliance Active Listening Giving Feedback Powerful Questions © 2024 Coach2Reach | Confidential 106 53 Coaching Presence • A way of being with clients (mindful, empathetic, warm, calm, zestful, fun, and courageous) that facilitates growth and change through connection. • A way of being in the world that includes qualities that can be chosen, valued, and strengthened in the course of a coach’s professional development. Is present and flexible during the coaching process, dancing in the moment Accesses own intuition and trusts one’s inner knowing – “goes with the gut” Is open to not knowing and takes risks Sees many ways to work with the client, and chooses in the moment what is most effective Uses humor effectively to create lightness and energy Confidently shifts perspectives and experiments with new possibilities for own action Demonstrates confidence in working with strong emotions, and can self manage and not be overpowered by or enmeshed in clients’ emotions © 2024 Coach2Reach | Confidential 107 Creating Space The space that is created for coaching needs to be safe. The space must also be filled with courage. Clients need to know that what is said in their coaching calls will be held confidential. Telling the truth is another of those fundamental ground rules of coaching; it is essential to building trust and building a relationship strong enough to do the necessary life changing work. © 2024 Coach2Reach | Confidential 108 54 Designed Alliance Client and coach design the container so that it is customized to meet the specific needs of this client. Design of the coaching alliance happens in the initial discovery Session between coach and client First session coach and client openly discuss the strategies that will make the relationship as effective as possible for this client, addressing the question, “How do you want to be coached?” © 2024 Coach2Reach | Confidential 109 Holding Client’s Agenda When a coach holds the client’s agenda, the coach lets go of their own opinions, judgments and answers in support of facilitating the client’s fulfillment, balance and process. The coach follows the client’s lead without knowing the RIGHT answer, without giving solutions or telling the client what to do. Holding the client’s agenda requires the coach to put their whole attention on the client and the client’s agenda, not the coach’s agenda for the client © 2024 Coach2Reach | Confidential 110 55 Curiosity Clients are creative and resourceful, and they have the answers. Be curious and ask questions. Questions coaches ask are provocative, openended, inviting No leading questions Curiosity tends to lower the risk and eliminate the stifling quality of potential judgment © 2024 Coach2Reach | Confidential 111 © 2024 Coach2Reach | Confidential 112 Active Listening 56 Giving and Receiving Feedback Giving Feedback Shift your focus from Level 1 (client) to Levels 2 and 3 (coach/colleague) to give effective feedback. Name specific behaviors directly connected to the skills we are practicing. Be direct and straightforward rather than nice. Name both something that is working and something that will expand the coach’s skills. Look to see what feedback would contribute to the coach’s leading, and frame it in a way that lands with the receiver. Receiver Say “thank you”. Use what is helpful to you. Remember that this is just feedback, not absolute truth. © 2024 Coach2Reach | Confidential 113 Powerful Questions Powerful questions are provocative queries that put a halt to evasion and confusion. By asking the powerful question, the coach invites the client to clarity, action, and discovery at a whole new level. As you can see from the following examples, these generally are open-ended questions that create greater possibility for expanded learning and fresh perspective. © 2024 Coach2Reach | Confidential 114 57 Grow Model © 2024 Coach2Reach | Confidential 115 © 2024 Coach2Reach | Confidential 116 Smart Objectives 58 The Co-active Model © 2024 Coach2Reach | Confidential 117 Four Cornerstones 1. People are naturally creative, resourceful and whole. • Nothing is broken or needs fixing. • People have a natural ability to resolve the challenges they face. 2. Dance in this moment. • It is most creative to work with what arises in the moment rather than from a fixed and rigid plan. • Relationship is fluid give and take. • Everything that happens is an opportunity for learning and movement. 3. Focus on the whole person. • People are a complex and unique system and each part impacts the other aspects • It is important to include all aspects of being human, mind, body, spirit and emotion. 4. Evoke transformation. • The nature of life is to transform and evolve. • It is imperative that people call forth transformation in each other. © 2024 Coach2Reach | Confidential 118 59 Co-Active Principles Three fundamental principles — three essential attributes of a client’s whole life: the client’s Fulfillment, Balance and Process. These three principles are organic and dynamic. Clients are moving toward more fulfillment, more balance and more effective process in their lives, or they are moving away. The ultimate intention of all Co-Active® Coaching is to help clients maximize their life in these three principle areas. One of the things that makes Co-Active® Coaching unique is that it is principle-based, not just content or issue-based. Not only do Co-Active® Coaches work with clients to forward the action and deepen the learning on specific issues, the issues that clients bring to their coach are also seen as pathways to more fulfillment, balance and process. © 2024 Coach2Reach | Confidential 119 Co-Active Contexts Five Contexts Listening Self-management Intuition Curiosity Forward the Action/Deepen the Learning. Think of each one as a light that comes from the coach and shines on the client. Each one illuminates the coaching relationship in a different way. For example, the context of listening brings one dimension to the coaching, the context of speaking your intuition out loud adds another dimension to the coaching, and so on. By fully bringing all five contexts to the coaching, the coach is able to be fully present, brightly illuminating the client in the coaching interaction. © 2024 Coach2Reach | Confidential 120 60 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 3.2 Self-Mastery, Professional Development and Ethics 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 3.2.1 Learning Journeys and Professional Development 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching © 2024 Coach2Reach | Confidential 121 Index Trusted Advisor © 2024 Coach2Reach | Confidential 122 61 Trusted Advisor Trusted Advisor A trusted advisor is a person that a leader can seek counsel and encouragement from as they make decisions and choices that impact the organization. © 2024 Coach2Reach | Confidential 123 Trusted Advisor - Dimensions Integrity: You’re received as reliable, dependable and trustworthy Competency: You can deliver on what you say you can Recognition: You treat them as a person, rather than a number Proactivity: You genuinely care about their best interests Savvy: You show empathy and understand their issues Chemistry: You and your potential clients/ clients ‘click’, and get along well © 2024 Coach2Reach | Confidential 124 62 Characteristics of Trusted Advisor They actively listen and focus on developing their client relationships Developed a strong track record of client success They’re credible in your field and knowledgeable about the best solutions They can communicate effectively and provide relatability Put their customers’ interests in front of their own © 2024 Coach2Reach | Confidential 125 Actively listen and focus on developing their client relationships A trusted advisor will do the following when you’re engaging with them about your transformation project: Send the right message with their body language Let you explain your issues and problem areas Ask relevant questions they look keen to take on your challenges and take the pressure off your firm. This implies they have a genuine interest in what you’re saying they’re interested in helping you meet your business goals specifically, and acknowledge your opinions with the work they do. they ask questions such as “what challenges are you trying to solve?”, or “what would you want to achieve in the next year by making this change?”, displaying their interest in trying to solve your issues © 2024 Coach2Reach | Confidential Trusted advisors will express genuine emotion towards their customers and their challenges. They will actively listen to your key problem areas and show empathy towards them, instead of brushing them under the rug. 126 63 Credible in your field and knowledgeable about the best solutions 1 Having an advisor who can demonstrate credibility in your industry inspires confidence they can make well informed, strategic decisions based on your current situation. For example, if they impress you with their knowledge of the latest trends in your industry, valuable insights like these can assist you in retaining your competitive edge. 2 Additionally, trusted advisors will be aware of the most appropriate solutions within your field. With a PSA (professional services automation) tool, for example, they should look at your current processes and explore the features of the tool that integrate best to maximize your efficiency. 3 You can increase the confidence that you're choosing the right project for your business to take on board with this knowledge, allowing you to gain clarity on the options that provide the best return on investment. © 2024 Coach2Reach | Confidential 127 Communicate effectively and provide relatability 1 The closer trusted advisors dial into your needs and wants from future business projects, the better constructive feedback you’ll receive. Before diving into a project, they will establish a relationship with you, bridging the gap between having a transactional connection to a personal one instead. 2 Additionally, trusted advisors communicate effectively on a range of topics to establish a rapport with you right from the get-go, and you’ll notice the relationship feels like a ladder you’re climbing together step-by-step. © 2024 Coach2Reach | Confidential 128 64 Put their customers’ interests in front of their own 1 Pressures to record chargeable hours and hit billing targets are just a couple of the main challenges facing professional services firms today. Trusted advisors will recognize it’s ultimately down to you to decide which direction to take your project, however, with their expertise, this can enhance your decision-making process. With vast industry knowledge and understanding of how these challenges will affect you, trusted advisors can provide strategic direction to your own plans, which will improve your chances of project success. 2 Their role is to help you understand the pros, cons and everything in-between of your project's direction. They will present the options available to you (and possibly suggest their recommendations) but they won’t make the decision for you. © 2024 Coach2Reach | Confidential 129 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 130 65 Index Business Case for Change © 2024 Coach2Reach | Confidential 131 Introduction to Acme Corp. © 2024 Coach2Reach | Confidential 132 66 Case Study – Acme Corp You are Hired as an Enterprise Agile Coach to do the transformation and address a lot of issues Acme Corp is facing currently. Check the details in the Case study © 2024 Coach2Reach | Confidential 133 © 2024 Coach2Reach | Confidential 134 Business Case for Change 67 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 3.2 Self-Mastery, Professional Development and Ethics 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 3.2.1 Learning Journeys and Professional Development 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching © 2024 Coach2Reach | Confidential 135 Index Human Change Process © 2024 Coach2Reach | Confidential 136 68 Understanding the Human Change Process © 2024 Coach2Reach | Confidential 137 Kubler-ross Curve & Managing Change © 2024 Coach2Reach | Confidential 138 69 SCARF Model CG Worley & YH Vick, 'Leading and managing change, Graziadio Business Report, Pepperdine University, vol. 8, iss. 2, 2005 Corporate Leadership Council, Change management: an end-to-end process guide, Corporate Executive Board Organizational Change Victoria Public Services Commission © 2024 Coach2Reach | Confidential 139 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 140 70 Index Organizational Change Process © 2024 Coach2Reach | Confidential 141 Organizational Change Process © 2024 Coach2Reach | Confidential 142 71 Prosci ADKAR Model of Change © 2024 Coach2Reach | Confidential 143 Prosci ADKAR Model of Change A D Awareness Desire • Announce the change to employees well ahead of time. • Gauge employees’ reactions to the change. • Explain your reasoning behind the change, including current pain points and potential ROI of the new solution. • If employees are resistant or indifferent, address their concerns or show them how the change benefits them personally. • Give employees an opportunity to ask questions and make suggestions. • Identify champions. K Knowledge • Provide training or coaching to show what employees need to do after the change takes place. • Address any skill gaps. • Offer resources, such as process flowcharts, that employees can reference later on. Enablement zone A Ability R Reinforcement • Schedule practice runs before the change is fully implemented. • Monitor the change over time to ensure it fulfills your desired outcome. • Monitor performance immediately following the change and provide constructive feedback. • Use positive feedback, rewards, and recognition to encourage employees to keep following the new process. • Set reasonable goals and metrics at the start. • Adjust processes as necessary. Engagement zone © 2024 Coach2Reach | Confidential 144 72 ADKAR MODEL ADKAR Outcome Awareness of the need for change Enablers Influential Factors • Ready-access to information • A personals view of the current state • Customer Input • How a person perceives problems • Marketplace changes • The credibility of the sender • Management communication • Circulation of misinformation or rumors. • Contestability of the reasons for change A © 2024 Coach2Reach | Confidential 145 ADKAR MODEL ADKAR Outcome Desire to participate and support change Enablers • Discontent with current state • Imminent negative consequences • Enhanced job security • Affiliation and senses of belonging D • Career Advancement • Acquisition of power or position Influential Factors • The nature of the change and the WIIFM (What’s in it for me) • The organizational or environmental context for the change and history. • An individual’s personal situation • What motivates them / intrinsic motivators. • Incentive or compensation • Trust and respect for leadership • Hope in future state © 2024 Coach2Reach | Confidential 146 73 ADKAR MODEL ADKAR Outcome Knowledge on how to change Enablers Influential Factors • Training and education • A person’s current knowledge base • Information access • The capacity or capability of the person to gain additional knowledge • Examples • The resources available for education and training • Access to or existence of the required knowledge K © 2024 Coach2Reach | Confidential 147 ADKAR MODEL ADKAR Outcome Ability to implement required skills and behaviours Enablers • Practice applying new skills or using new processes and tools • Coaching • Mentoring A Influential Factors • Psychological blocks • Physical abilities • Intellectual capability • The time available to develop the needed skills • The availability of resources to support the development of new abilities © 2024 Coach2Reach | Confidential 148 74 ADKAR MODEL ADKAR Outcome Reinforcement to sustain the change Enablers • Incentives and rewards • Compensation changes • Celebrations • Personal recognition R Influential Factors • The degree to which reinforcement is meaningful to the person impacted by the change • The association of the reinforcement with actual demonstrated progress or accomplishments • The absence of negation consequences • Accountability systems to reinforce the change © 2024 Coach2Reach | Confidential 149 ADKAR MODEL ADKAR Awareness Desire Knowledge Ability Reinforcement Influential Factors • What is the level of awareness of the need for this change with this impacted group? • Will building awareness of the need for change with this group be easy or difficult? Why? • What are the motivating factors in support of this change (what would cause someone in this group to support this change? • What are the opposing forces to this change(what would cause someone in this group to object to this change? • Do you anticipate support or resistance to this change from this group? Why? • List the knowledge, skills and behaviours needed to support this change with this impacted group • Is the gap in the knowledge, skills and behaviours as compared to today large or small? • Considering the skills and knowledge need from above, what potential challenges do you see for employees in this group successfully implementing this change? • What barriers may inhibit this group from implementing this change? • What reinforcement would be necessary to sustain the change in this group? • What characteristics of the group may cause the change not to be sustained? © 2024 Coach2Reach | Confidential 150 75 Who and How? HOW ADKAR Elements WHO (Outcomes) (The most influential players) (The most influential change management plans) Awareness of why the change is needed Primary sponsors (business leaders), Direct supervisors Communications, Sponsorships (leadership), Coaching Desire to support and participate in the change Primary sponsor, Sponsor coalition (working group), Direct Supervisors Sponsorship, Coaching, Resistance Management Knowledge of how to change Project Team, Training Team, HR Training, Coaching Ability to implement the change Direct Supervisors, Project team, HR, Training Team Coaching, Training Reinforcement to sustain the change Primary Sponsor, Direct Supervisor Sponsorship, Coaching, Communication © 2024 Coach2Reach | Confidential 151 Kotter’s 8-step Process For Leading Change CREATE a sense of urgency INSTITUTE change SUSTAIN acceleration BUILD a guiding coalition The big opportunity GENERATE short-term wins FORM a strategic vision and initiatives ENLIST a volunteer army ENABLE action by removing barriers © 2024 Coach2Reach | Confidential 152 76 Five Dimensions of Agility Technology Org Design Culture Leadership People © 2024 Coach2Reach | Confidential 153 Technology • the tools, methods and techniques that can help an organization be more agile • like enhanced infrastructure and tools like visual radiators or Jira • also to methodologies, frameworks like Scrum, XP and various scaling approaches • Technology is the most visible of the five dimensions - it's the “doing” agile Organizational Design • the physical and structural manner in which work is conducted • the organizational structure from which work flows through the organization • the physical work space and the degree to which it optimizes for effective communication and collaboration • there are patterns we can learn from that help organizations optimize for what they are trying to accomplish – like, Dual OS © 2024 Coach2Reach | Confidential 154 77 People • this dimension refers to the characteristics of employees in agile organizations • how organizations can grow, support and create an environment where they can thrive • some people will not necessarily enjoy working in an agile environment • it is critical that organizations do their part to help people change to a new reality • initiatives like targeted training and coaching; redefining career paths, expectations of managers and changing who organizations recruit, retain or in some cases, choose not to employ Leadership • this dimension refers to the people who help set the tone for how work gets done • through their organizational influence, create an environment conducive for a more agile way of working • Leaders have a special responsibility when changing the way an organization operates • as everyday responsibilities take their toll, the behaviors, norms and actions exhibited by the leaders will in large part determine whether the transformation will take hold • creating psychological safety is one of many examples where leaders can set the tone and create a culture of continuous improvement © 2024 Coach2Reach | Confidential 155 Culture • most important dimension of all; affects the other dimensions in disproportionate ways • if you're in a culture of fear, it is going to be incredibly hard to create an environment of fast feedback loops, collaboration and transparency • organizations can create an intentional culture by changing the reward systems that affect the norms and behaviors of its people • once norms change, behavior changes - and the culture changes with it • this takes time, organizational alignment and requires a concerted effort at the upper leadership levels of the organization, but it is very tangible and effective when done intentionally. © 2024 Coach2Reach | Confidential 156 78 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 3.2 Self-Mastery, Professional Development and Ethics 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 3.2.1 Learning Journeys and Professional Development 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching © 2024 Coach2Reach | Confidential 157 Index Bringing Agile Mindset to Change © 2024 Coach2Reach | Confidential 158 79 Agile Mindset to Change © 2024 Coach2Reach | Confidential 159 © 2024 Coach2Reach | Confidential 160 What is Mindset? 80 Fixed Mindset © 2024 Coach2Reach | Confidential 161 © 2024 Coach2Reach | Confidential 162 Growth Mindset 81 Fixed vs Growth Mindset © 2024 Coach2Reach | Confidential 163 Growth Mindset 1. Acknowledge and embrace your weaknesses. 2. View challenges as opportunities. 3. Know your learning style and use the right learning strategies. 4. Remember that the brain has the ability to change throughout life. 5. Prioritize learning over seeking approval. 6. Focus on the process instead of the end result. 7. Cultivate a sense of purpose. 8. Choose learning well over learning fast. 9. Reward effort and actions, not traits. 10. Learn to give and receive constructive criticism. 11. Need for improvement does not mean failure. 12. Reflect on your learning every day. 13. Learn from the mistakes of others. 14. Think of learning as “brain training.” 15. Cultivate grit. 16. Never stop learning. Set a new goal for everyone you accomplished. 17. Remember that it takes time to learn. © 2024 Coach2Reach | Confidential 164 82 Growth Mindset Growth Mindset * * Encourages risk-taking * Creates space to learn from failures Creativity Allows for non-traditional methods of thinking * * * Comes out of divergent thinking Innovation * Provides new processes and products * Addresses existing challenges in new ways * Drives growth of businesses Involves expanding possibilities Grows from defining new problems and trying new solutions © 2024 Coach2Reach | Confidential 165 Agile Mindset Mindset Values Principles © 2024 Coach2Reach | Confidential Practices 166 83 Agile Mindset © 2024 Coach2Reach | Confidential 167 Agile Mindset Within the Organization 1 Deliver a Continuous Flow of Value 2 Create Engagement with Customers and a Sense of Shared Ownership 3 Management of all Disruptions and Uncertainties with Iterations and Adaptations and Enable Gradual Change in Mentality 4 Involve Team Members in all Processes 5 Create a Sense of Shared Responsibility Within the Team to Improve Results 6 Create Flexible Strategies and Processes that Can be Adapted Based on the Situation © 2024 Coach2Reach | Confidential 168 84 Barriers to Org Change © 2024 Coach2Reach | Confidential 169 8 Reasons why employees resist change 1 Loss of status or job security in the organization 2 Poorly aligned (non-reinforcing) reward systems 3 Surprise and fear of the unknown 4 Peer pressure 5 Climate of mistrust 6 Organizational politics 7 Fear of failure 8 Faulty Implementation Approach (Lack of tact or poor timing) © 2024 Coach2Reach | Confidential 170 85 Top 10 Tactics for Managing Resistance 1. Listen and Understand Objections 2. Focus on the ‘What’ and Let Go of the ‘How‘ A critical step any manager should take when creating desire to change is to listen. For some types of changes, it is effective for managers to let go of the ‘how’ and simply communicate ‘what’ needs to change (focus on outcomes). In many cases employees simply want to be heard and to voice their objections. This process transfers ownership of the solution to employees. Understanding these objections can often provide a clear path toward resolution. Employee involvement and ownership naturally builds desire to support the change. Listening can also help managers identify misunderstandings about the change. © 2024 Coach2Reach | Confidential 171 Top 10 Tactics for Managing Resistance 3. Remove Barriers 4. Provide simple, clear choices and consequences Barriers may relate to family, personal issues, physical limitations or money. Building desire is ultimately about choice. Fully understand the individual situation with this employee. What may appear to be resistance or objections to the change may be disguised barriers that the employee cannot see past. Managers can facilitate this process by being clear about the choices employees have during change. Identify the barriers clearly. Communicate in simple and clear terms what the choices and consequences are for each employee. Determine ways that the business may be able to address these barriers. By providing simple and clear choices along with the consequences of those choices, you can put the ownership and control back into the hands of employees. © 2024 Coach2Reach | Confidential 172 86 Top 10 Tactics for Managing Resistance 5. Create Hope 6. Show the benefits in a real and tangible way Many people will respond to the opportunity for a better future. For some employees seeing is believing. Demonstrate the benefits of change in a real and tangible way: Share case studies Managers can create desire to change by sharing their passion for change and by creating excitement and enthusiasm. Invite guests to provide personal testimonials People will follow a leader who can create hope and whom they respect and trust. Visibly demonstrate the success of pilot programs or trials © 2024 Coach2Reach | Confidential 173 Top 10 Tactics for Managing Resistance 7. Make a Personal Appeal 8. Convert the strongest dissenters A personal appeal works best with honest, open relationships where there is a high degree of trust and respect. Managers can use special interventions to convert strong and vocal dissenters. A personal appeal may sound like: The strongest dissenters can become your strongest advocates. "I believe in this change." "It is important to me." "I would like your support." "You would be helping me by making this change work." They are often equally vocal in their support as they were in their resistance. © 2024 Coach2Reach | Confidential 174 87 Top 10 Tactics for Managing Resistance 9. Demonstrate consequences 10. Provide Incentives Use with mid-level or senior managers who are critical to the success of the change: • Increase their compensation or create a bonus program such that they are directly rewarded for the successful completion of the change. Often removing a key individual who is demonstrating resistance to change sends a powerful signal to the organization as a whole. The message is: • They are serious about this change. • Resistance will not be tolerated. • The consequences for not moving ahead with the organization are real and severe. • Offer a promotion to a position they desire. Use with caution and with the involvement of HR and legal. © 2024 Coach2Reach | Confidential 175 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 176 88 Index Organizational Assessments © 2024 Coach2Reach | Confidential 177 Types of Assessments Group Based • Leadership/Management offsite interviews • Surveys • Large group methods • Observation Strategy Based Tools Based • Free flow survey • Agility Health radar • Employee feedback survey (360 Degree) • Comparative Agility • Customer Happiness Index © 2024 Coach2Reach | Confidential 178 89 Enterprise Business Agility –Current State Assessment © 2024 Coach2Reach | Confidential 179 © 2024 Coach2Reach | Confidential 180 Digital Transformation 90 Comparative Agility © 2024 Coach2Reach | Confidential 181 Enterprise Business Agility Model © 2024 Coach2Reach | Confidential 182 91 Assessments Conduct a detailed assessment of the organization’s Agile maturity across the following key capability areas. Planning & Strategy Process & Governance Organization & People Culture & Communication Technology & Tools Metrics © 2024 Coach2Reach | Confidential 183 Prepare Interviews Conduct interviews with the key stakeholders and the LACE / Core transformation team. Identification Prepare the first value chain to onboard by identifying with which increments should we start, what would be the most relevant lighthouse (adequate scope, motivated people, with the right level of stakes). Observations Observe how the teams work, how the projects move forwards, etc. by joining meetings, workshops and doing Gemba walks. Analysis Analyze the existing situation: tools, practices, governance, past audits. We will identify the technical capabilities and assess if the delivery value chains will support or will conflict with the target scaled organization. © 2024 Coach2Reach | Confidential 184 92 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 3.2 Self-Mastery, Professional Development and Ethics 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 3.2.1 Learning Journeys and Professional Development 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 3 © 2024 Coach2Reach | Confidential 185 Index Strategy and Contract for Change © 2024 Coach2Reach | Confidential 186 93 Agile Transformation Roadmap Example Embed and scale Agile Setting the foundation • • • • Stage 0 Our starting point – limited to no Agile capability and no framework. Day zero • • • • • Objectives baselined Concept COE and COP Roadmap established Pilots established As-is capability baselined PREP / FOUNDATION • Objectives matured Proven on pilots Coe and COP self sustaining Value established Re-measure capability Hand-over to business Leadership alignment PILOT / PROVE © 2024 Coach2Reach | Confidential Standardisation • • • • • Integrated Agile delivery capability Value driven outcomes More responsive and collaborative culture Increased transparency and stakeholder engagement More responsive evolving market requirements SCALE 187 Agile Transformation Roadmap (GEM Example) © 2024 Coach2Reach | Confidential 188 94 Agile Transformation Building Blocks (Deloitte Example) © 2024 Coach2Reach | Confidential 189 Agile Transformation Roadmap (Deloitte Example) © 2024 Coach2Reach | Confidential 190 95 Agile Transformation Building Blocks (KPMG Example) © 2024 Coach2Reach | Confidential 191 Agile Transformation Building Blocks (KPMG Example) © 2024 Coach2Reach | Confidential 192 96 Agile Transformation Roadmap (KPMG Example) © 2024 Coach2Reach | Confidential 193 Agile Transformation Implementation (Lean Change Management – Bottoms Up) Insights (Start Here) Review Prepare Experiment Options Introduce © 2024 Coach2Reach | Confidential 194 97 Agile Transformation Implementation (Kotter’s 8 Change Model Top-to-bottom) Create the climate for change Create sense of urgency Build guiding coalition Form strategic vision Make the change happen Enlist volunteer army Enable action by removing barriers Implement and sustain change Generate short-term wins Sustain acceleration © 2024 Coach2Reach | Confidential Institute change 195 Agile Transformation Implementation (Kotter’s 8 Change Model Top-to-bottom) Create sense of urgency • Understand the importance of the change happening • What business problems are we trying to solve Build guiding coalition • Identify the sponsors of change • Identify the true leaders who can support the transformation • Start honest discussions with staff to get them talking Form strategic vision Enlist volunteer army • Create a clear vision for your transformation • Communicate the vision across the board via multiple forums • Identify the values you wish to adhere to • Find the people who are the champions and passionate for the transformation • Think of how you wish to achieve what you envision • Request support from your customers stakeholders etc. • Stakeholder Analysis • Identify key sponsors of change • Run a transformation workshop • Change Impact Analysis • Build transformation team • Form a Strategic vision • Customer/Business Pain Points • Ask for emotional commitment • Determine the key values • Potential Business Outcomes • Fill the skills gap as needed • Create execution strategy • Create your hypothesis © 2024 Coach2Reach | Confidential • Get all champions involved into the transformation • Find the people who are the champions and passionate for the transformation • Create a comms plan to communicate the vision and also transformation progress 196 98 Agile Transformation Implementation (Kotter’s 8 Change Model Top-to-bottom) Enable by Removing Barriers Generate short-term wins Sustain acceleration Institute change • Check if anyone is resisting the change? • Show the taste of winning to the staff in the organization • Keep working on the Pilot Teams • Make the teams self sustaining • Constantly keep adding scope • Collect and analyze feedback • Check if anything is resisting the change? • Ensure you have established some low hanging fruits early on • Continuously keep on improving • Keep improving forever • Scale the operation to department level • Recognize & Celebrate success • Clarify any job desc, structure, performance or other areas • Work on the low hanging fruits • Extend the pilots • Create some pilot teams • Start agility at scale • Build the capability uplifting plan for all the staff • Provide training & mentoring • Work on the MVPs for value realization • Go across business units • Ensure continuous funding • Consider enterprise agility • Continuous leadership support • Put in place some basic metrics • Continuously keep improving • Keep communicating progress • Any tools or support needed for the staff to adopt change • Recognize and reward people for making the change happen • Take action to remove barrier (human or otherwise) • Conduct basic set of training • Ensure new hires have the right mindset and values © 2024 Coach2Reach | Confidential 197 Agile Transformation Implementation Align Pilot Scale Sustain • Initial Assessment • Initiate executive team training • Gain buy-in for scaling from leaders • Celebrate Success • Transformation Vision & Objectives • Design, Identify, Train pilot teams • Design & standup several teams • Uplift capabilities across business • Initial Transformation Roadmap • Apply agile practices for programs • Pin in the mindset & behaviours • Educate Stakeholders, gain buy-in • Active Agile Coaching for backlog, planning, velocity, delivery, tracking • Begin education on portfolio mgmt • Continuous leadership support • Standup Agile Leadership Team • Engage & educate business teams • Learning organisation culture • Standup Agile Champion Team • Prove success, measure outcomes • Rollout training, mentoring and coaching across multiples teams • Build backlogs for delivery • Begin to develop Agile Playbooks • Company wide comms plan • Continuous leadership support • Initial Transformation activities • Deep dive in change mgmt plan • Ensure continuous funding • Initial tech assessment & transformation roadmap update • Launch Communities of Practices • Continuous communication plan • Start technical transformation • Hire with agile mindset & values • Continuous technical support • Design & standup non-IT teams • Apply Agile HR Performance reviews, Hiring, Training & Culture changes • Apply agile to financial budgeting • Apply agile to Legal Vendor contracts © 2024 Coach2Reach | Confidential 198 99 Agile Transformation Implementation (Example Roadmap) Q1 2024 Q2 & Q3 2024 Q3 & Q4 2024 2025 Align Pilot Scale Sustain Delivery Baseline Delivery of 2 teams Delivery of whole IT Sustain Delivery Culture Create Vision Ensure values are followed All teams follow vision, values and success criterial Regular comms of vision across the org Measure team level Measure Program Level Continuous measure and improve Leadership Org Structure Reset 2 teams Measurements Baseline Measure © 2024 Coach2Reach | Confidential 199 Change Management Plans Detailed change roadmap Communication plan Engagement plan Change readiness Learning strategy & approach Coaching plan © 2024 Coach2Reach | Confidential 200 100 Enterprise Coach Role Clarity Leadership Development SelfDevelopment Coaching at all Levels EAC Role Organisation al Agility Change Management © 2024 Coach2Reach | Confidential 201 Stakeholder Engagement Clarity RACI matrix example Project Activity/Deliverable Responsible Consulted Accountable Informed Project Manager Consultant Architect Contractor Client Define functional and aesthetic needs I I C I R Assess risk A R I C I Define performance requirements A R I I I Create design A C R I C Execute construction A C C R I Approve construction work I I C C R © 2024 Coach2Reach | Confidential 202 101 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 3.2 Self-Mastery, Professional Development and Ethics 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 3.2.1 Learning Journeys and Professional Development 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching © 2024 Coach2Reach | Confidential 203 Index Organizational Culture Models © 2024 Coach2Reach | Confidential 204 102 Qualities of a Great Organizational Culture 1 Alignment comes when the company’s objectives and its employees’ motivations are all pulling in the same direction. Exceptional organizations work to build continuous alignment to their vision, purpose, and goals. 2 Appreciation can take many forms: a public kudos, a note of thanks, or a promotion. A culture of appreciation is one in which all team members frequently provide recognition and thanks for the contributions of others. 3 Trust is vital to an organization. With a culture of trust, team members can express themselves and rely on others to have their back when they try something new. 4 Performance is key, as great companies create a culture that means business. In these companies, talented employees motivate each other to excel, and, as shown above, greater profitability and productivity are the results. 5 Resilience is a key quality in highly dynamic environments where change is continuous. A resilient culture will teach leaders to watch for and respond to change with ease. © 2024 Coach2Reach | Confidential 205 Harrison Culture Model High level of formalization • Harrison (1972) presents a model of culture, known as Harrison’s Model of Culture that divides organizational cultures into the four categories: role, task, power, and person cultures. • Organizations with role culture tend to be reliant on formal rules and regulations. In role culture organizations formal job descriptions of positions are more important than personal traits and characteristics of individuals taking these positions. High formalization • Structure is the basic value, • Rights and priviliges are clearly defined, • Aiming at rationality, stability, orderliness. Zeus or power culture • Knowledge and competencies are respected values, • Changeable structure, • Authority entrusted on the basis of competencies, • Orientation to successive, planned development. Dionysius or person culture • Everything in the company is subordinate to a center (the management), • Range of power depends on distance from a center, • Development and profits are valued, • Tendency to compete, • Taking advantage of weaker organizations. • Focus on satisfying people’s needs, • Authority is given on the basis of substantive authority, • Caring about inter-human relations. Low formalization Athens or task culture Apollo or role culture Low level of formalization © 2024 Coach2Reach | Confidential 206 103 Deal and Kennedy’s Culture Model Their four categorizations of culture are: Work Hard/Play Hard Culture Tough Guy/Macho Culture Process Culture Bet-Your-Company Culture © 2024 Coach2Reach | Confidential 207 Deal and Kennedy’s Culture Model – Interrelated Elements The history of the organization, because shared past experiences shape current beliefs and values and the traditions which organization is built on. For example, firms often draw on their heritage and use this as part of their branding strategy, as well as asserting a belief in traditional values. Heroic figures are usually former employees of the organization and are often embedded or immortalized in storytelling. They are a manifestation of organizational values and culture, and may well include the founder of the organization, or an individual who invented or created something new which transformed the fortunes of the organization. An example might include Steve Jobs of Apple who acquired near mythical status amongst devotees of Apple products. The values and beliefs of the organization are critical as these focus on the shared beliefs of employees and the organization as a whole, including the written and underwritten activities and behaviors which are accepted as valid. © 2024 Coach2Reach | Confidential 208 104 Deal and Kennedy’s Culture Model – Interrelated Elements Cultural network is the informal but critical social network within an organization whereby employees share knowledge and acquire social capital. Deal and Kennedy believed that there are specific personalities within a cultural network who help spread information and share stories, and might include the office gossip, the office spy, and the office whisperer, all of whom are key players in the collection and dissemination of organizational information Rituals and ceremonies, which may be formalized or informal. For example, recognized regular company events such as Christmas or summer parties or award ceremonies. Informal examples might include dress down Friday or bringing in cakes and sweets for people’s birthdays. Over time, these become reinforcing and form part of the culture of an organization. Storytelling, which helps new employees understand their position and role in the organization. Storytelling has long been used as a means of sharing information within cultures and is now increasingly recognized in Human Resources Management (HRM) literature as a way of helping to introduce new employees the organization, or gradually help to change organizational culture. Stories are often relatable for people, which is why they can quickly become embedded in organizational culture. © 2024 Coach2Reach | Confidential 209 Cameron and Quinn’s Culture Model • Robert Quinn and Kim Cameron’s created a four box culture model used to categorize organizational cultures. Its vertical axis looks at whether an organization is more focused on stability or flexibility, and its horizontal axis looks at whether the organization is more inwards or outwards looking. • The model is known as a “competing values framework” because it compares these competing priorities that organizations can have. © 2024 Coach2Reach | Confidential 210 105 Schneider’s Culture Model The Schneider Culture Model define four distinct cultures: Collaboration culture is about working together. Control culture is about getting and keeping control. Competence culture is about being the best. Cultivation culture is about learning and growing with a sense of purpose. © 2024 Coach2Reach | Confidential 211 © 2024 Coach2Reach | Confidential 212 Schneider’s Culture Model 106 Decision Matrix for Model Selection Harrison Deal and Kennedy Schneider Cameron and Quinn Achievement Bet-Your-Company Cultivation Adhocracy Person Work Hard/Play Hard Collaboration Clan Power Process Control Hierarchy Role Tough-Guy Competence Market Primary focus Process conduction and decision making Kinds of decisions General way of thinking in the decision making Values held dear by organization X-axis High/low centralization High/low risk People/company orientation Internal/external focus Y-axis High/low formalization Fast/slow feedback Actuality/possibility orientation Flexibility vs. Stability Includes questionnaire by author Yes (Harrison and Stokes 1992) No Yes Yes Questionnaire is statistically validated NO n.a. No Yes Central database exists for further research Yes n.a. No Yes Model is still in practical use today No Yes Yes Yes Model has been used to analyze Scrum No No Yes No Is the author still basing his work on the model? Unknown Yes No Yes Name of quadrants © 2024 Coach2Reach | Confidential 213 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 214 107 Index Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 215 Organization Culture Assessment © 2024 Coach2Reach | Confidential 216 108 Organization Culture Assessment - Sample © 2024 Coach2Reach | Confidential Westrum’s Organizational Culture model 217 The Westrum Culture survey Pathological Bureaucratic Generative Strongly Disagree (=1) to Neither Agree nor Disagree (=4) to Strongly Agree (=7) Power oriented Rule oriented Performance oriented Average their scores to provide a single score for your Westrum culture metric Low cooperation Modest cooperation High cooperation Messengers "shot" Messengers neglected Messengers trained Responsibilities shirked Narrow responsibilities Risks are shared Bridging discouraged Bridging tolerated Bridging encouraged Failure leads to scapegoating Failure leads to justice Failure leads to inquiry 5. On my team, failure causes inquiry. Novelty crushed Novelty leads to problems Novelty implemented 6. On my team, new ideas are welcomed. 1. On my team, information is actively sought. 2. Messengers are not punished when they deliver news of failures or other bad news. 3. On my team, responsibilities are shared. 4. On my team, cross-functional collaboration is encouraged and rewarded. https://cloud.google.com/architecture/devops/devops-culture-westrum-organizational-culture © 2024 Coach2Reach | Confidential 218 109 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 3.2 Self-Mastery, Professional Development and Ethics 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 3.2.1 Learning Journeys and Professional Development 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching © 2024 Coach2Reach | Confidential 219 Index Organizational Impediments to Change © 2024 Coach2Reach | Confidential 220 110 Impediments © 2024 Coach2Reach | Confidential 221 Types of Impediments Educational Cultural Strategic Structural o o o locations, physical or technical infrastructure o performance measures and rewards o compliance and financial controls. Leadership values and principles o Misaligned goals, vision, or business drivers for change o Collaboration and competition o Lack of product visioning o Team vs. individual drivers o Organizational visioning, etc. o Process richness, focus on deadlines over all else, etc. Roles and responsibilities departments o © 2024 Coach2Reach | Confidential o Understanding of new roles o Understanding processes, structures and leadership competencies to drive an effective Agile approach. 222 111 Impediments Management Template Impediment Log Impediment Impact (High, Medium, Low) Need and expected date of closure Initiator Discovered Date Owner Board Remarks © 2024 Coach2Reach | Confidential 223 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 224 112 Index Communicating at an Organization Level © 2024 Coach2Reach | Confidential 225 © 2024 Coach2Reach | Confidential 226 Communicating 113 Town Hall / All Hands © 2024 Coach2Reach | Confidential 227 © 2024 Coach2Reach | Confidential 228 Open Space 114 Other Modes © 2024 Coach2Reach | Confidential 229 Communication Plan Communication plan is a documented strategy for how you will tell your organization about the changes that are occurring as part of the Agile Transformation In your plan, define the: Why is this important? Start by asking yourself: Target audiences Understanding your audiences lets you to target communications to specific groups and improves the chance that you reach them. What different groups do we need to communicate with? About what? Appropriate messaging and tone You need to sell your project's value without causing anxiety and concern about the change. Make sure to distinguish between strategic, tactical, and operational audience/messaging. What's the most important thing I need to communicate? Are there any sensitivities I need to avoid? Delivery formats You'll reach more of your intended audiences by using multiple channels, like town hall meetings, videos, internal project websites, etc. What channels should we use when communicating with this audience? Timeline and cadence Timely communications can help people see and internalize your messages. When do we communicate with this audience? How frequently? Responsibilities and assignments Clearly defining who is responsible for certain communication tasks ensures they get done. Who is responsible for leading communications with this audience? Evaluation plan Always evaluate the effectiveness of your messages to identify how to improve them. How can we track how effective our communications are? © 2024 Coach2Reach | Confidential 230 115 Build a Communication Plan • Set and vet goals for what you need to accomplish with communications. Explain why you’re doing this Establish Goals • Articulate messaging for each audience. • Document how you plan to deliver on your communication goals. • Define your audiences, messaging, formats, timelines, responsibilities, and evaluation plan Document the Communication Plan • • • • Review and Finalize Activity Communication objectives/message Review your communication plan with project leaders and audience representatives. Incorporate feedback and finalize the plan for approval. Approve Submit the plan to your ServiceNow executive sponsor for final approval. Ask your executive sponsor to vet the plan with leadership peers. Audience Initial announcement • Create a buzz and drive awareness • Announce kickoff event Entire company Kickoff for all hands (event) • Exec sponsor speaks to the project's value • Provide overview of what to expect • Introduce theme and have some swag Departments affected by the change Delivery format Email Town-hall style meeting and webinar for remote workers Time frame Responsibility (ownership) Status ASAP, followed up with biweekly emails Communications team and OCM program lead Planned At beginning of project Executive sponsor Planned © 2024 Coach2Reach | Confidential 231 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 232 116 Index Engaging Leadership in Conversation about Culture © 2024 Coach2Reach | Confidential 233 Senge’s Learning Organization Building a Shared vision Systems Thinking Mental Models Team Learning Personal Mastery © 2024 Coach2Reach | Confidential 234 117 Five Disciplines of Learning Organizations 1. Building a Shared vision In learning organizations, the vision should be created through interaction with the employees in the enterprise. Many leaders have personal visions that lack transferring them to a shared vision. The only way to create a shared vision is by compromising the organization’s and individual’s visions. People who do not share the same vision might not contribute as much to the organization. The effect of sharing the same vision is that employees do tasks because they want to do so instead of they are told to do so. It changes the relationship with the company, and it turns its performances in a learning mechanism. 2. Systems Thinking Instead of focusing on individual issues, systems thinking reflects the observational process of an entire system. Managers have to understand that every action and consequence is correlated with another. Many times it happens that managers focus on individual actions, and therefore, forget about seeing the big picture. When the correlation is understood, it enables us to see interrelationships and patterns of change in particular situations. Managers will be able to determine cause and effect. © 2024 Coach2Reach | Confidential 235 Five Disciplines of Learning Organizations 3. Mental Models According to Peter Senge, the employees must identify the values of the company and what the business is all about. A correct understanding of who we are will enable us to visualize where to go and how to develop further. The organization has to be flexible in accepting changes to new mental models and a new image of the company. The most successful companies are those who can learn and adapt to new models to become faster than its competitors. 4. Team Learning To accomplish excellent functional team dynamics, team-learning is a primary importance. It is the discipline by which personal mastery and shared vision are brought together. It is crucial for the workforce to consider its colleagues as team members instead of rivals. It is the first step to set up dialogues wherein people dare to be vulnerable and express their real personality. The working environment should be safe where honest mistakes are forgiven. Otherwise, no learning can be experienced. © 2024 Coach2Reach | Confidential 236 118 Five Disciplines of Learning Organizations 5. Personal Mastery Personal mastery occurs when an individual has a clear vision of a goal, combined with an accurate perception of reality. The gap between the vision and reality drives the employee to practice all necessary related activities to realize the vision. This creative tension depends on a clear understanding of current reality. For this reason, for personal mastery and the related discipline of a shared vision, looking at, and sharing the truth is a crucial fundamental. © 2024 Coach2Reach | Confidential 237 Single, Double and Triple Loop Training Single Loop Learning is about making adjustments to correct a mistake or a problem. It is focused on doing the things right. Causality might be observed but typically is not addressed. Double Loop Learning is identifying and understanding causality and then taking action to fix the problem. It is about doing the right things. Triple Loop Learning goes even deeper to explore our values and the reasons why we even have our systems, processes and desired results in the first place. It is about trying to ascertain an understanding of how we make decisions that frame our work. © 2024 Coach2Reach | Confidential 238 119 Incremental Reform and Transformation © 2024 Coach2Reach | Confidential 239 Organizational and Learning Framework © 2024 Coach2Reach | Confidential 240 120 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 2. CHANGE PROCESSES AND STRATEGIES 1.2. Organizational Culture and Alignment 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 3.2 Self-Mastery, Professional Development and Ethics 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 3.2.1 Learning Journeys and Professional Development 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching © 2024 Coach2Reach | Confidential 241 Index Learning Journeys and Professional Development © 2024 Coach2Reach | Confidential 242 121 HR’s Role in Agile Transformation being the support department being on the fringes of change and transformation focusing on individuals attracting and retaining functional talent hierarchical, fixed organization structures motivating employees extrinsically rewarding employees individually & annual individual performance appraisals one-size-fits-all employee development plans enabler of the Agile transformation roadmap in collaboration with executives crafting and driving a culture and environment that enables agility focusing on teams attracting and retaining t-shaped talent team-based, networked and flexible organization structures leaning more towards intrinsic motivators rewarding teams & continuous team-based feedback employee and team driven development paths that embed and sustain the transformation to Agile © 2024 Coach2Reach | Confidential 243 © 2024 Coach2Reach | Confidential 244 122 Organization Education © 2024 Coach2Reach | Confidential 245 © 2024 Coach2Reach | Confidential 246 Program Level Retrospective 123 Coaching Opportunities Agile Talent & HR Health Radar Assessment Visualize the full picture of the journey to an Agile HR with this radar. Measure the health of your HR strategy and tactics to both Agile and the new ways of working. This radar looks at the following key dimensions: Organization Design, Talent Acquisition, Enabling Effective Performance, Learning & Development, and Agile HR Mindset. © 2024 Coach2Reach | Confidential 247 Roadmap: 1. EXPLORING LEADERSHIP AND CULTURE 1.1. Leadership Styles and Organizational Culture 1.1.1 Enterprise Agile Coaching Skills 1.1.2 Leadership Styles and Development 1.2. Organizational Culture and Alignment 2. CHANGE PROCESSES AND STRATEGIES 3. COACHING THROUGH CHANGE 2.1. Organization and Human Change Processes 2.2 Agile Transition and Transformation Change Strategies 3.1 Coaching and Advising Leaders 2.1.1 Business Case for Change 2.2.1 Organizational Assessments 3.1.1 Enterprise Agile Coaching "Contract" 2.1.2 Human Change Process 2.2.2 Strategy and Contract for Change 3.1.2 Professional Coaching 2.1.3 Organizational Change Process 2.2.3 Organizational Impediments to Change 3.1.3 Trusted Advisor 2.1.4 Bringing an Agile Mindset to Change 2.2.4 Communicating at an Organizational Level 3.1.4 Engaging Leadership in Conversation about Culture 1.2.1 Organizational Culture Models 1.2.2 Approaches to Culture Assessment © 2024 Coach2Reach | Confidential 3.2 Self-Mastery, Professional Development and Ethics 3.2.1 Learning Journeys and Professional Development 3.2.2 Personal and Professional Mastery 3.2.3 Ethical Considerations of Enterprise Agile Coaching 248 124 © 2024 Coach2Reach | Confidential 249 125