“Strategy agility isn't about waiting for a crisis. It's about building the muscle to stop, pivot, and adapt before disaster strikes.” - Mark Richards

This episode sees hosts Nikolaos Kaintantzis, Stephan Neck, Mark Richards, and Ali Hajou conclude their exploration of SAFe’s competency framework by focusing on Strategy Agility. It's packed with insightful discussions about market sensing, organizing around value, and the need for continuous adaptation in today’s dynamic business environment.

• The Importance of Market Sensing: Ali shares a compelling story about a small electronics team that identified a market opportunity for emergency power switches. Their close collaboration with customers allowed them to innovate and adapt their strategy quickly based on real-world feedback.
• Strategic Alignment Through Market Signals: Stephan emphasizes that successful strategy agility hinges on sensing the right signals from the market. He advocates for early engagement with teams that handle market research to make informed decisions and keep strategies grounded in actual data.
• Reorganizing Around Value: Niko and Mark dive into the complexities of organizing and reorganizing teams around value streams. Mark cautions against treating reorganization as a one-time event, explaining that successful organizations constantly refine their structures to align with evolving strategies. Niko highlights that this should be seen as an ongoing process, not a major disruptive event.
• Adapting Without a Crisis: Mark and Stephan discuss how organizations often react swiftly in times of crisis, such as during COVID-19, but struggle to maintain that level of focus in normal conditions. They explore how companies can proactively build systems that allow for agile strategic shifts without waiting for external crises to force their hand.
• Advice for Young SPCs: The panel agrees that new SPCs should avoid jumping straight into enterprise-level strategy agility. Instead, they recommend focusing on smaller, more localized changes, such as helping Agile Release Trains (ARTs) adopt market sensing and lean startup techniques before tackling broader organizational strategies.

“You will cross some silos, stretch some rules, but in the end, you work together, have joy, and achieve greatness.” - Nikolaos Kaintantzis

In this penultimate episode of the SPCs Unleashed Competency journey, hosts Mark Richards, Nikolaos (Niko) Kaintantzis, and Stephan Neck dive into the dimension of Lean Business Operations within the SAFe competency model. The trio explores the critical role of leveraging value stream thinking to enhance flow in business operations and product development, emphasizing the symbiotic relationship.

Mark starts the discussion by addressing the often-confused concepts of the Operational Value Stream (OVS) and the Development Value Stream (DVS). He shares his experiences with value stream mapping and the challenges of simplifying these concepts for organizations. Niko brings a unique perspective by likening lean operations to Greek dancing, where collaboration and unity lead to crossing silos and achieving greatness.

Stephan and Niko share their favorite techniques for effective value stream mapping, stressing the importance of involving the right people and focusing on a customer-centric approach. They highlight strategies for extending the flow of conversation beyond technology, including starting from the customer's perspective to identify triggers for change and mapping true value streams.

The conversation delves into the challenges of integrating business and technology perspectives, especially when organizations are accustomed to operating in silos. The hosts emphasize the necessity of a holistic view and mutual understanding to drive innovation and efficiency. They also offer practical advice for SPCs, such as getting help from peers, practicing new tools personally before applying them with clients and focusing on taking actionable steps to address bottlenecks.

The episode concludes with a spirited debate on the most relevant Measure and Grow metric. While opinions differ, the consensus highlights the importance of visualizing bottlenecks and promptly addressing them rather than just identifying issues.

References:

The Lean Machine - Dantar P. Oosterwal
Lean Product and Process Development - Allen C. Ward

“Without consistency and standards none of this works. With too much consistency nothing changes. You have to steer and constantly sense and course-correct.” - Mark Richards

Mark Richards and Niko Kaintantzis join Stephan Neck in this episode with Agile Portfolio Operations from Lean Portfolio Management.

We kick off by sharing our passions: Mark’s thoughts about finding the balance between consistency and standards so that it works, but not too much of it so that nothing changes; Niko’s emphasis on avoiding large solutions by mastering this dimension correctly.

In the first part, we reflect on how to ensure that decentralized ART execution is effectively coordinated across various teams and value streams to maintain alignment with the overall business objectives.
Mark elaborates on the minimum viable level of centralization and finding the value stream with the biggest contribution to an Epic so they can take ownership and lead an effective collaboration. Niko mentions “coordination” as an important element to avoid “false” large solutions, which needs facilitation by an RTE organizing a Pre-Plan meeting.

The second part sparked a discussion about emphasizing “Lean thinking principles” to foster operational excellence and innovation speed. Stephan initiated this part by stating that the speed of innovation is dependent on flow, which requires discipline for sustainable speed and space for innovation. Mark reminds us that "Without standards, there can be no kaizen"—portfolio members have to establish and agree on shared standards. Niko adds that testing business hypotheses with MVPs is crucial for innovation. Mark and Niko mention the human element - working with people and connecting people to find “pockets of excellence.”

The final part dealt with engaging and empowering the LPM function, VMO, LACE, and RTEs to actively support and enhance the value streams. The portfolio's power is to see patterns—it’s necessary to do the chores (in a disciplined way, involving senior management): get data flowing, and pre-work done by small groups of people enables informed insights and incisive actions.

The closing “just one sentence” highlights “When it comes to change, find the balance between sugar and sustainability”, “The portfolio deserves dedicated people” and “Excellence is a quality that people really appreciate because it is so hard to find”.

"If you can start talking to audit, you can find solutions that they will help you reach that nobody else would have thought about" - Mark Richards

In Episode 19, hosted by Stephan Neck, Nikolaos Kaintantzis, Ali Hajou, and Mark Richards, the focus is on Lean Portfolio Management (LPM), specifically Lean Governance. The hosts stress the importance of governance in balancing spending oversight, compliance, and alignment between agile and non-agile teams. They highlight the need for engagement from roles like Value Management Offices (VMOs), business owners, and enterprise architects.

We discuss the challenge of synchronizing agile teams with the broader organization, ensuring vertical integration, and maintaining transparency at high levels. The episode explores the value of simulations, such as Get Kanban, to teach flow and governance to senior leaders. The hosts emphasize the importance of practice fields, visual tools, and fostering environments where new behaviors can be learned.

Mark shares how a simulation game helped a CIO and leadership team better understand and commit to Lean Governance. Niko explains how the power of visualization can be a game-changer, sharing the idea of using a simple magnet to indicate blockers on a board. The episode concludes with discussions on applying these concepts in real-world scenarios, using data for transparency and accountability.

The conversation touches on unfinished work items in portfolios, caution against weaponizing data, and the importance of pattern-based problem-solving. Stephan shares a story highlighting the importance of collaboration between business owners and enterprise architects in lean governance. The hosts wrap up by offering tips for new SPCs, stressing the importance of understanding controls, collaborating with key stakeholders, and treating audits with care to avoid premature conclusions.

References:

• https://getkanban.com/
• https://scaledagileframework.com/value-management-office/

Cast:

Ali Hajou(Moderator)

Niko Kaintantzis

Stephan Neck

Mark Richards

“Show up. Keep up. Shut up.” (Change agent’s creed, borrowed from golf pro caddy creed) - Stephan Neck

Mark Richards, Ali Hajou, and Niko Kaintantzis join Stephan Neck in this ‘reprise’ episode with Leading Change from the Lean-Agile Leadership competency.

We start by sharing our passions: Mark’s thoughts about the beauty and perils of change roadmaps, Ali’s explanation of why checklists are a good treat for anxious people, and Niko’s emphasis on necessary visions as a base for new behavior for change success.

In the first part, we reflect on how change agents/leaders apply the Implementation roadmap. The pros of a “checklist” of a logical sequential set of steps help overcome change anxiety, but it also has its perils, forgetting that the transformation is an iterative journey. A transformation vision helps as a crystallization point to stay focused.

The second part sparked a discussion around “leading the transformation rather than just supporting it”—significant change requires engagement and high interest by senior management as early adopters to generate change in the early and late majority of the people in the respective context. Our goal: building networks of influence.

The final part dealt with the attitude of SPCs/change agents: Make other people successful - we should leverage our change knowledge to support and enhance the effectiveness of leaders in leading the change.

Cast:

Stephan Neck(Moderator)

Niko Kaintantzis

Ali Hajou

Mark Richards

“As an SPC on the Portfolio Level: The first time just be an assistant, not the head coach. Learn about how companies work, how they speak, how they behave.” - Nikolaos Kaintantzis

Hosts Nikolaos Kaintantzis, Stephan Neck, and Mark Richards take a deep dive into Lean Portfolio Management (LPM), focusing on the critical areas of Strategy and Investment Funding. The conversation sheds light on the real-world challenges of managing a portfolio in an agile environment, offering practical advice on how to make LPM a success.

Key Takeaways:

• Start with Reality, Not Invention: Mark emphasizes the importance of beginning LPM with what is real in your organization rather than inventing a portfolio from scratch. He stresses the need to uncover the true nature of your portfolio and build from there.
• The Power of Visualization: Niko highlights how visualization tools can be instrumental in managing portfolio traffic. By making the current state visible, organizations can more effectively identify bottlenecks and areas for improvement.
• Continuous Improvement: Ali underscores the importance of embracing continuous improvement in LPM. He emphasizes that the journey doesn’t end with aligning strategy and investment funding; it’s about continuously refining processes to adapt to changing business needs and ensuring that the portfolio remains a dynamic and value-driven entity.
• Innovation vs. the Hamster Wheel: Stephan reflects on the balance between innovation and routine activities within LPM. He likens it to getting off the hamster wheel—only when strategy and investment funding are correctly aligned can innovation truly take flight.
• Practical Tips for Implementation: The team offers actionable advice for SPCs looking to improve their LPM practices, from prioritizing transparency to ensuring continuous feedback loops. They stress that LPM is not a static process but one that requires constant iteration and adjustment.

This episode is essential listening for anyone involved in Lean Portfolio Management. It offers a blend of strategic insights and practical advice to help you connect the dots between strategy, investment funding, and successful portfolio management.

Cast:

Niko Kaintantzis(Moderator)

Ali Hajou

Stephan Neck

Mark Richards

“Design for easy repairability, especially in complex systems that must evolve over time.” - Ali Hajou

In this episode, the SPCs Unleashed team tackles the complex dimension of continually evolving live systems, with a particular focus on large, cyber-physical systems. Mark Richards, Ali Hajou, Stephan Neck, and Nikolaos Kaintantzis delve into the intricacies of designing and maintaining systems where hardware and software must seamlessly integrate over extended periods.

Ali opens the discussion with a story about a client who successfully implemented modular retrofitting to keep large machines up-to-date and operational even when certain parts were not yet available. Stephan and Niko share their experiences, highlighting the importance of a continuous delivery pipeline (CDP) that can accommodate the unique demands of cyber-physical systems, such as firmware updates and complex deployments.

The conversation shifts to the critical role of modular design and interface management in enabling continuous evolution without compromising system stability. The team underscores the need for stable, product-focused teams to manage both legacy systems and new innovations effectively.

As always, the episode concludes with a spirited debate on the most relevant Measure and Grow metric. While opinions differ, the consensus emphasizes the importance of modularity and the ability to deploy updates independently to ensure systems can evolve with minimal disruption.

Cast:

Mark Richards (Moderator)

Ali Hajou

Stephan Neck

Niko Kaintantzis

"Experiment like a scientist, not a mad scientist" - Mark Richards

Have you ever pondered, "How can a lean approach work wonders for massive systems?" That’s exactly where we dive into this episode of SPCs Unleashed. Hosted by Swiss SPCTs Stephan and Niko, Dutch SPCT Ali, and Aussie SAFE Fellow Mark Richards, the show continues to unravel the complexities of enterprise solution delivery, this time with a focus on lean systems engineering.

Ali kicks off by revisiting the less glamorous but crucial core competency of lean systems engineering, which aims to trim the fat from system development by integrating and evolving systems incrementally. The discussion reveals how managing large systems can be challenging, but incremental improvements, like those from Mark's Australian Post story and Niko’s Swiss bank example, can lead to agile success.

Stephan draws parallels with his army experience, emphasizing the need for clarity and cohesion in large, complex operations. Mark and Niko share insights on navigating legacy systems and adapting roadmaps, while Ali highlights the importance of aligning long-term goals with agile, iterative development. Each story showcases how even the most intricate systems can benefit from lean principles, turning vast, monolithic challenges into manageable, incremental deliverables.

References:

Refactoring Databases: Evolutionary Database Design - Scott W. Ambler

SAFe Solution Intent Article

Cast:

Ali Hajou(Moderator)

Niko Kaintantzis

Stephan Neck

Mark Richards