AgilityHealth® Facilitator Certification

Organizing Tools Your Ideaboardz link for this course is in your invitation Sign In Sheet Our Team Norms Start / Finish / Breaks Parking Lot Course Feedback Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com 2 2

About Me

Experience with AgilityHealth® About YOU! Name Role Location Experience with AgilityHealth® Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

To Learn How to Facilitate a TeamHealth Retrospective Purpose of This Course To Learn How to Facilitate a TeamHealth Retrospective Become a Certified AgilityHealth® Facilitator Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com 5 5

Learning Objectives After completing this class, Certified Facilitators will be able to: Explain the benefits of TeamHealth Retrospectives Set up a team and a retrospective Analyze a TeamHealth Radar Build an Improvement and Growth Plan Engage with Leadership on an Organizational Improvement and Growth Plan

Course Agenda AgilityHealth® Overview TeamHealth Overview Preparing for a TeamHealth Retrospective Retrospective Simulation Radar Analysis Growth Items and Growth Plan Post Retrospective Activities Facilitating a TeamHealth Retrospective AgilityHealth® Tips and Tricks Next Steps Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com 7

TeamHealth Challenges Activity What challenges have you faced measuring and improving the health of your teams? Write one challenge per card. Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

AgilityHealth® Overview Challenges with Measurement What is AgilityHealth® The 3 Metrics that Matter Enabling Continuous Improvement Roles and Expectations

Challenges with Measurement & Growth “How are we measuring this?” Typically, in the past… No consistent measurement methodology, subjective opinions Individual approaches weren’t repeatable, consistent or comprehensive Data ended up in Excel or survey tools Not enough coaches for all teams Little to no trending over time, growth isn’t measurable No cross-team rollup view or analysis Not ‘hearing the team voice’ of where help is really needed We don’t really know how we’re doing. Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

What is AgilityHealth®? AgilityHealth® is the world’s leading measurement & continuous improvement platform for organizations who want to accelerate their enterprise business agility journey and achieve business outcomes. Measure Grow Accelerate Copyright(c) Agile Transformation Inc. | Building Lean High Performing Teams! | www.AgileTransformation.com

The 6 Capabilities of AgilityHealth® Develop Agile Talent Grow internal roles through role-based radars, the growth portal and the career mosaic Visualize Your Team Structure Create and visualize teams, programs, portfolios, lines of business Align Teams to Business Outcomes Visually align your teams to measurable business outcomes Measure Team Health, Maturity & Performance Leverage both quantitative and qualitative data about your teams TEAMS What is your enterprise platform for teams – the people – not the work (ALM)? Leverage Actionable Insights Visual dashboards enable actionable insights What, Why, and Now What Manage Growth at Every Level Systematically remove obstacles at the team, management and senior leadership levels Copyright(c) Agile Transformation Inc. | Building Lean High Performing Teams! | www.AgileTransformation.com

Measurement Should Enable Growth Clarity & Alignment What problem or area are we transforming? What’s the maturity roadmap? Do we have a common definition? Measurement How do you measure alignment? How do you know you’re improving? What metrics really matter? Intentional Growth Measurement with no action is worthless data. How do you allow time for teams to inspect, adapt and grow? How can leaders remove obstacles for teams? The goal of measurement should be to enable growth, not for judgment, reward or punishment.

The 3 Metrics That Matter Collected through integration or metrics owners Business outcomes are THE metric that matters, performance and maturity tell us WHY we’re not achieving outcomes. Delivery & Performance (Quantitative) Health & (Qualitative) Maturity Business Outcomes (Results) Key Metrics Enterprise Health & Maturity (Qualitative): Come from the voice of your teams through the radars. Delivery /Performance (Quantitative): Come from tools that track their work. Business Outcomes (results): Come from product leaders and executive sponsors. Collected through the radar surveys as a retrospective Created collaboratively and aligned across the organization. AgilityHealth® is a single source of truth for your enterprise teams and their maturity, performance and outcomes Copyright(c) Agile Transformation Inc. | Building Lean High Performing Teams! | www.AgileTransformation.com

Enabling Continuous Improvement at All Levels AgilityHealth® enables continuous growth at every level of the organization. ‘If you want teams to align and achieve outcomes, you’ll need to hear their voices and remove obstacles.” – Sally Elatta

Leadership owns Organizational Growth Items Challenges outside the control of the team are addressed through Organizational Growth Items owned by Leadership. Most Organizational items fall into these buckets. Leadership can also view roll up analysis of radars to see trends. The Leadership Team focuses on an improvement plan for removing obstacles, coaching, and helping the teams to become high performing. Tech Agility Agile Mgmt. Product

Roles & Jobs to Be Done Org Leaders Agile Coaches Managers Remove Enterprise obstacles Analyze organization health Define business outcomes Agile Coaches Multi-team roll up analysis Coaching the target teams Measure coaching impact Managers Complete team survey Own removal of organizational growth items Measure growth ScrumMasters Schedule and attend retrospectives Manage team growth plan Answer quantitative questions AHF Facilitator Facilitator and Scrum Master Prep, Conduct and Close Assessment Engages with Scrum Master to Manage Teams The Team Complete assessments Analyze results Build and execute growth plans

TeamHealth Radar Walk Through Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

TeamHealth Overview The 5 Dimensions of Healthy Teams (video) Maturity vs. Performance When to Run this Retrospective

The TeamHealth Radar Leadership Culture Foundation Is their leadership team providing good servant leadership? Are they supportive of continuous improvement practices and providing good governance, guidance and effective facilitation? Culture Is accountability being taken seriously? Is Collaboration valued and do the team trust and respect each other? How good is the team and stakeholder engagement? Foundation Are the teams delivery capabilities sufficient and is the team structured appropriately for the needs of the backlog? Are Quality, Planning, Agile practices where they need to be? Clarity Do we have clarity on our vision and goals? Do we have clear plans? Do we understand our roles? Performance – Qualitative Does the team know how their performance is being measured? Are they clear about customer satisfaction? Are they accurately predicting their delivery and meeting expectations? Performance – Quantitative (TH 2.5) These performance results questions focus on hard data. How often does the team release to production? How long does it take to recover from a quality issue? What is the story and feature cycle time? [Software Delivery and Service and Support Teams]

3 Minute TeamHealth Overview Video Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Moving Towards a Growth Mindset Fixed Growth We’re doing the best we can and have no time for growth We can continuously improve our way of working Inspect and Adapt helps a team adopt a Growth Mindset In order to have a Growth Mindset, the team must make time and space for Intentional Growth Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Team Agility Measurement Team Maturity + Team Performance = Team Agility (productivity) 45% Walk 35% Crawl 40% Crawl To calculate Team Agility, we take the average of the Team Maturity measures (Clarity, Leadership, Culture, Foundation) plus the average of the Team Performance measures (Throughput, Predictability, Change Fail Rate, Deployment Frequency, Mean Time to Deploy, Story Lead-Time), divide by 2 to understand where the Team Agility score lies. Both Team Maturity and Team Performance carry equal weighting. We have seen over time the average efficiency gains listed as teams mature. Pre-Crawl (10%-20%) | Crawl (21%-40%) Walk (41%-60%) | Run (61%-80%) | Fly (81%-100%) Copyright(c) Agile Transformation Inc. | Building Lean High Performing Teams! | www.AgileTransformation.com

Team Agility | Qualitative vs Quantitative Performance metrics are quantitative questions answered by the ScrumMaster or Product Owner. Performance Metric Predictable Delivery - Predictability Time to Market - Deployment Frequency - Lead time to Deploy Value Delivered - Throughput * - Business outcome achieved % * - Customer & employee satisfaction Quality - MTTR - Change failure rate - Quality satisfaction - Test automation % - Defect density * Responsiveness - Story lead time - Feature lead time Notes: Throughput is measured by choosing one of the following: 1- Measure increase in team velocity over their first 3 months baseline (% increase in velocity). – Recommended 2- Measure increase in # of stories (or features) delivered over their first 3 months baseline (% increase in story/feature delivery). 3- Measure count of stories (or features) delivered over past quarter. Business outcome achieved % assumes teams have started to align their work against outcomes using OKRs. Defect density is calculated as a percentage of # defects / # stories delivered (example, if we deliver 10 story points and generate 5 pts in defects our defect density is 50%). Copyright(c) Agile Transformation Inc. | Building Lean High Performing Teams! | www.AgileTransformation.com

Which Roles Receives Which Performance Questions*? Product Owner Confidence Only the Product Owner receives the Product Owner confidence question. Stakeholder Confidence Only the Stakeholder(s) receive the Stakeholder confidence questions. Performance Quantitative Questions Only ScrumMaster or Product Owners answer the 15 quantitative questions for Performance. * Team Types [Software Delivery] and [Services and Support] Copyright(c) Agile Transformation Inc. | Building Lean High Performing Teams! | www.AgileTransformation.com

Tactical vs Strategic Retrospectives Sprint Tactical Sprint Tactical Sprint Tactical Quarterly or Release Planning Quarterly or Release Demo Extend Sprint Retrospective for Strategic Retrospective Sprint Planning Sprint Demo Sprint Retrospective Sprint Planning Sprint Demo Sprint Retrospective Sprint Planning Sprint Demo Tactical Strategic Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Reflection Activity Reflecting on your organization, capture answers to the questions below and be prepared to share. Consider your answers as current state and desired (future) state: How does your leadership manage a backlog for Inspect and Adapt outcomes and outputs? What is the cadence and frequency for strategic and tactical improvement planning ? How and when does leadership communicate improvements to the teams? 6 min Current State Desired State Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Prepare for Retrospective Creating a team Creating a TeamHealth assessment Scheduling a TeamHealth Retrospective Education, awareness and excitement Preparing for the retrospective

AgilityHealth® Facilitator Journey Prepare for Retrospective Set Up Team Launch Assessment Schedule Retrospective Generate Excitement Prepare to Facilitate Conduct Retrospective Launch Survey Facilitate Survey Review Results Analyze Radar Create Growth Plan Execute Growth Plan Engage Scrum Master Give Results to Team Capture Observations Identify OGI Ownership Debrief Management Step 1 Step 2 Step 3 Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Pre-Retrospective Activities Support Center Article Setup the team, team members and stakeholders Create and launch assessment for stakeholders Schedule AgilityHealth® Retrospective session Educate the Team and Generate Excitement Prep for Quantitative Questions and Get Team Background Info 1 2 3 4 5 Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

1) and 2) Activity – Your Turn! Link to Article on Creating a Team and Adding Team Member Link to Article on Launching and publishing the Retrospective Following the Article in the Support Center Login into the Company “Training Sandbox”: Create account Create a team Add team members (yourself) Launch an assessment Check your email, search ‘Sandbox’ Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

2) Launch to Stakeholders

3) Scheduling the Retrospective | Email Template Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

3) Scheduling the Retrospective | Email Template… Prep: Please watch the 3 Minute TeamHealth Overview Video for background on AgilityHealth® Bring your laptop or mobile device ScrumMasters/POs – Please review quantitative questions attached and prepare for answering them Add this domain to your whitelist to ensure delivery of emails: Domains: send.agilityhealthradar.com | agilityhealthradar.com | eu.agilityhealthradar.com IP Address (static): 168.245.51.115 Post Retrospective: We'll ask for your feedback on the session We'll share the organizational growth items with leadership so they can take action Your ScrumMaster will help pull any team growth items you identified into your next retrospective  Thank you for participating in the TeamHealth Retrospective! Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

4) Prepare the Team - Generating Excitement Overview of AgilityHealth® for Teams Meeting with ScrumMasters and POs Overview of AgilityHealth® for Leaders and Stakeholders Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

5) Prepare the Team for the Quantitative Questions Only two team types receive quantitative questions for the Performance Dimension: [Software Delivery] Teams and [Service and Support] Teams. Other teams receive Qualitative questions for the Performance Dimension. The TeamHealth 2.5 radar includes questions specifically for ScrumMaster and Product Owner Roles. To prepare for the TeamHealth Retrospective: Attach list of quantitative questions in invitation email to the whole team Tell the ScrumMaster and Product Owner they need to collect the responses in advance. View the questions here: TeamHealth 2.5 quantitative questions

5) Understand the Team Meet with the ScrumMaster, the PO and/or the Manager Gather Background and details on the Team Understand Top Challenges Discuss how the team is structured Ask if roles are fully allocated. Ask if they are engaged Determine how much turnover the team has experienced Review how the team has been performing Identify what Performance measures have been used Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

https://support.agilityhealthradar.com Role based guides, page by page tutorials, FAQ’s, downloadable resources and more!

Conduct Retrospective TeamHealth Retrospective Process Take the Survey Review Meeting Agenda and Best Practices Analyze the Radar

AgilityHealth® Facilitator Journey Prepare for Retrospective Set Up Team Launch Assessment Schedule Retrospective Generate Excitement Prepare to Facilitate Conduct Retrospective Launch Survey Facilitate Survey Review Results Analyze Radar Create Growth Plan Execute Growth Plan Engage Scrum Master Give Results to Team Capture Observations Identify OGI Ownership Debrief Management Step 1 Step 2 Step 3 Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Team Health Retrospective STRATEGIC RETROSPECTIVE: A retrospective that aims to help teams reflect on their last quarter or release and improve the next one. Facilitated by certified AgilityHealth® facilitators. Analyze real-time radar and textual responses. Have “real” conversations STEP 2 Team members complete the survey on their phone or laptop STEP 1 Build actionable improvement plan for the team and for their leaders STEP 3

Activity – Complete the TeamHealth Assessment The Facilitator has created an assessment. You have an email with a link to the assessment in your inbox. Follow the Class Facilitator’s Directions. Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Launch the Survey to the Team If the survey was published previously to the Stakeholders If the survey is being published now.

TeamHealth Introduction Talking Points Introduce yourself as their neutral AgilityHealth® Facilitator Discuss Tactical vs. Strategic Retrospectives Provide Quick Radar Dimensions Overview Inform the team that the outputs are the radar and actionable growth plan Share that ratings follow the PRE-CRAWL (1-2), CRAWL(3-4), WALK(5-6), RUN(7-8), FLY(9-10) Higher scores assume lower maturity definitions also apply. Use upper/lower range when question has two parts/acceptance criteria Emphasize entry of detailed textual responses to provide context Responses are anonymous (Clarify text responses will be shared. PO Confidence & Quantitative questions are not anonymous.) Let’s set up our team norms! (Be open, honest, maintain trust and privacy, etc.) TeamHealth Introduction Talking Points Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

TeamHealth Retrospective Agenda - Sample Topics/Activities Timebox Introduction Meeting norms, review agenda, confirm participants 10 min Take Survey Facilitate the survey by dimension, sub-dimension or by individual question based on the team/organization culture and team experience with AH 50 min Break <Facilitator reviews the results in advance> Review the Results The team members review the radar dimension and comments, jot down observations on stickies or collaboration tool; Compare to previous surveys 15 min Team Breakouts Team collaborates on the dimensions – each group reviews 1 or 2 dimensions and provides top strengths and improvements 45 min Build Growth Plan Review list of improvements and dot vote top 2 to 3 for the teams to prioritize growth items; Identify top 1 or 2 for leaders (organizational items) 35 min Close the Retro Appreciation activity, capture next steps, retro of the retro Schedule 3 hours for teams new to AgilityHealth®

When to Launch the Survey Do the survey in the retro when the team is taking the survey for the first time has several new team members who haven’t taken it before needs extra support to understand questions needs protected time, free from distractions Do the survey prior to the retro when the team is familiar with AgilityHealth® needs flexibility due to varied schedules/time zones wants to have more time to discuss and develop growth items Note: this requires the Facilitator confirm the team has completed the survey before the retro Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Best Practices for Remote Teams / Virtual Facilitation Have the team take the survey in advance Make sure all team members are engaged in the conversation and building the improvement plan Use an online meeting service that supports screen share and video conferencing Use an online collaboration board (i.e. IdeaBoardz) Check in to make sure everyone’s voice is heard Get feedback on the meeting – inspect & adapt Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Analyze the Radar Reading TeamHealth Radars Team Maturity Stages Facilitating Team Breakouts Analyze and Assess TeamHealth Sample Radars

Reading TeamHealth Radars What is the overall maturity level of this team? What potential relationships does the data suggest? What actions/ improvements will provide the greatest return? Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Radar Analysis What does the radar tell us? Strengths Areas to Improve https://support.agilityhealthradar.com/hc/en-us/articles/360022270614-What-are-common-patterns-in-the-radar- Radar Analysis What does the radar tell us? Strengths Areas to Improve Areas to Align Support Center: Common Patterns in Radars

Facilitating Team Breakouts Ask the Team what they see Don’t tell them results Everyone has a voice Zoom in on improvement areas and areas where team is not on the same page Team should identify multiple improvement ideas Use Dot Voting or similar activity to prioritize improvements

Example: TeamHealth Insights: Maturity Recommended goals for teams at Walk and Run maturity levels

Example: Maturity Roadmap – Recommended Plan Recommended activities for teams at Walk and Run maturity levels

Activity – Analyze the Radars Break up into smaller sub-groups. Login to A1 Finance. Teams to analyze: Auto Saw, Auto-Flex, Auto-Spec 4, Auto C8 1- Analyze the radar 2- Document Strengths, Improvement areas, 2-3 recommendations, Maturity level 3- Review textual responses to harvest insights and confirm your thinking Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Execute Improvement Plan Writing Quality Growth Items Creating Growth Items & Solutions Managing Growth Items Best Practices (Teams, Leaders)

Good Growth Items are Like Good Stories Specific Measurable Achievable Realistic Time-Bound

What makes a Good Growth Item? Not Good Good

Creating Growth Items Growth Items are added to the backlog and worked by the Team The self-organizing team functions as their own Product Owner for growth items Growth Plan Items are tied to Competency Targets Growth Plan Items, like good stories, need to be well-defined with acceptance criteria. Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Growth Items - Solutions Solutions for Growth Items can be added in the Solutions Tab. What did you do? Sharing your solution with the organization means they will appear in the growth portal for this competency. As Growth Items are being worked, the team can add notes to each item in the Notes tab. Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Kanban View for Growth Plan Grow Each Quarter – Kanban View Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Organizational Growth Items Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Activity – Build Actionable Growth Items Working individually or in pairs, build 1-2 actionable growth items in our team’s growth backlog. Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Growth Portal Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Activity – Practice the Introduction Working in pairs, practice introducing the TeamHealth Retrospective and giving each other feedback. Refer to the talking points on the next slide Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

TeamHealth Introduction Talking Points Introduce yourself as their neutral AgilityHealth® Facilitator Discuss Tactical vs. Strategic Retrospectives Provide Quick Radar Dimensions Overview Inform the team that the outputs are the radar and actionable growth plan Share that ratings follow the PRE-CRAWL (1-2), CRAWL(3-4), WALK(5-6), RUN(7-8), FLY(9-10) | Progressive as Run assumes Crawl and Walk Use upper/lower range when question has two parts/acceptance criteria Emphasize entry of detailed textual responses to provide context Responses are anonymous (Clarify text responses will be shared. PO Confidence and Quanitative questions are not anonymous.) Let’s set up our team norms! (Be open, honest, maintain trust and privacy, etc.) Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Post Retrospective Activities Engage Scrum Master Team Member Access to Results Assessment Notes Organizational Growth Items Manager Debrief

AgilityHealth® Facilitator Journey Prepare for Retrospective Set Up Team Launch Assessment Schedule Retrospective Generate Excitement Prepare to Facilitate Conduct Retrospective Launch Survey Facilitate Survey Review Results Analyze Radar Create Growth Plan Execute Growth Plan Engage ScrumMaster Give Results to Team Capture Observations Identify OGI Ownership Debrief Management Step 1 Step 2 Step 3 Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Post-Retrospective Activities Communicate to ScrumMaster their role in keeping the radar and growth items visible during each iteration and retrospectives. Ensure all team members have access. Add your assessment notes/observations and team maturity rating in the “Edit Assessment” page. Follow through with making sure organizational growth items are brought to leadership attention. Managers should be debriefed on assessment results and where they can help 1 2 3 4 5 Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

AgilityHealth® Facilitator 1) Roles & Expectations AgilityHealth® Facilitator Execute Pre and Post retrospective activities Facilitate retrospective and build growth plan Rollup Org Growth Items and engage in analysis ScrumMaster Learn about Team Health and engage team Help AHF with pre and post retrospective activities Own the team growth items, bring up during retrospectives Copyright(c) Agile Transformation Inc. | Building Lean High Performing Teams! | www.AgileTransformation.com

2) Make Sure the Team Has Access The results of the Strategic Retrospective belong to the team. Team Members should be sensitive that sharing results must fit with in the team norms. Managers do not automatically receive the results of team retrospectives. When publishing the Retrospect data gathering, the facilitator has these choices:

3) Assessment Notes Making notes after the assessment is a very important step. The Team Maturity is calculated for all teams and reported Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

4) Who will work the Organizational Growth Items? The Organizational Growth Items [OGI] go to those groups responsible for the Improvement Plan and for resolving impediments for the team. A backlog of Organizational Growth Items can feed multiple backlogs, but each OGI must find a home. “Multi-Team” is a term referencing a rollup of sub teams + a definition of a Continuous Improvement Leadership Team that would work the backlog for the Growth Items. Programs Release Trains Product Lines Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

4) Leadership Team owns Organizational Growth Items Leadership team focuses on removing obstacles, coaching, and helping mature teams so they may optimize their performance. Who is involved? What do they do? How do they operate? Managers Agile Coaches* DevOps Coaches Program Mgrs/RTE* Product Managers* Review team assessment results Prioritize top 2 or 3 obstacles to remove Work as a team to manage the org level growth backlog They manage the backlog in AgilityHealth® They meet weekly They demo their progress to the teams monthly + quarterly Tech Agility Agile Mgmt. Product

5) Activity – How Should We Engage Managers? How should you engage YOUR managers? What data/access should they have? Why? Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

5) Manager Debrief – Post Retrospective Review outcomes of the retrospective(s) Training (or reminder) on how to use and not use AgilityHealth®. Review themes around strengths, growth opportunities and impediments Call out specific organizational items leadership should own Do multi-team analysis highlighting trends and patterns If not done already, establish Continuous Improvement Leadership Team and build internal cadence for reviewing and executing organizational growth items 1 2 3 4 5 Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

5) Managers – What Should They Access? Ask: Would your team respond differently if you are there? Could be invited for 20 min after the retro to debrief with team directly Could set them up as Team Admin Team Feels Safe to be Honest Schedule Manager debrief session following retrospective Managers have access to multi-team data + summary PDF Culture of Fear - Team Wants to Protect Responses Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Facilitation Hints and Tools Roles and Expectations Top Tips for Facilitation

Clarifying Admin Roles Applies to person(s) implementing AgilityHealth®. Able to manage all users (add/edit/delete). Able to manage all tags (add Roles, Participant Groups, Business Unites, etc.). Able to view teams at Enterprise/Portfolio/Program & Team Levels. Able to view all dashboards and run reports. Company Admin Applies to Agile Coaches or individuals acting a proxy for the Company Admin. Able to manage Team Admins for their Business Units. Able to add/remove/update teams at the Business Unit and Team levels. Able to view and run reports on Business Unit data. Business Line Admin Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Clarifying Limited Roles Applies to AH Facilitators & ScrumMasters. May create and launch assessments. Helps to create and manage Team Growth Plan. Able to add/archive/delete Teams. Able to manage Team Members & Stakeholders. Able to view Teams by Portfolio/Program. Team Admin Applies to Managers & Leaders. Provides access to all data on Enterprise Dashboard, aggregated at the Program level and above. Able to be member of the Continuous Improvement Leadership Team. Analyzes Organizational Items and develops Growth Plan to remove impediments for Teams. Organizational Leader Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

AgilityHealth® Facilitation Tips Remind participants to select N/A when unsure Prepare the team for a healthy open retrospective through team norms Dig deeper into team dynamics (elephant in the room conversations) Celebrate success, try the appreciation game Keep growth plan to a manageable size. i.e. Only select top 3 to 4 things to improve Review textual responses in case any are out of ordinary Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

AgilityHealth® Facilitation Tips Frame the retrospective as a Health Check designed to address real issues. Keep in mind what it takes to be a High Performing Team. Push teams to think about “how they may not know what they don’t know Before reviewing with the team: Discuss low responses about Leadership Roles with the Triangle Leads. Before reviewing with the team: Review comments for improper language, inflammatory comments or personal attacks Before reviewing with the team: Determine who should be paired up together for the group breakouts. If Managers are on the team, discuss ahead of time if their presence will impact how the team scores. Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

https://support.agilityhealthradar.com Role based guides, page by page tutorials, FAQ’s, downloadable resources and more!

Learning Objectives After completing this class, certified Facilitators will be able to: Explain the benefits of TeamHealth Retrospectives Set up a team and a retrospective Analyze a TeamHealth Radar Build an Improvement and Growth Plan Engage with Leadership on an Organizational Improvement and Growth Plan

Next Steps How do you start? Completing your Certification Piloting in AgilityHealth® Partner Information

How Do You Start? AgilityHealth® Assessments are created for companies and Partners who have purchased AgilityHealth® Assessments or Subscriptions Each Facilitator must be assigned to a company and flagged as a Facilitator in order to create assessments Your AgilityHealth Relationship Getting Started Your company is already using AgilityHealth® Contact your Company Feature Admin to add you as a user in your company and flag you as an AgilityHealth® Facilitator Your company is just starting a pilot Contact your Company Feature Admin or team responsible for AgilityHealth® at your company to be added as a user in your company and flagged as a Facilitator Your company does not have AgilityHealth® Fill in the Request a Demo form at https://agilityhealthradar.com/demo/ You are a New Partner Email Partners@agilityhealthradar.com to be set up as an AgilityHealth Partner

Completing your Certification To complete this course, we need your feedback. Complete the survey linked in the chat window. You will receive a follow up email which will also have this link. Once you have completed the feedback, you are done with the Course. Upon completion of the course, you will receive your Certification by email. You receive one free assessment through taking this class. Links to resources to get you started: AgilityHealth Implementation Resources

Next Steps - Piloting AgilityHealth® Identify Pilot Teams (Allow self-selection) Certify AgilityHealth® Facilitators* Execute Pilot TeamHealth Assessment Overview of AgilityHealth® for Leaders Develop AgilityHealth® Rollout Plan Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com

Next Steps for Partners Already a Partner? If you, or your organization, is already registered as a partner with AgilityHealth®, you can request a company to be set up for utilizing your free assessment, or apply it to an existing customer already using AgilityHealth® Go to https://agilityhealthradar.com/partner-enablement/ to get started Need to be come a partner? Contact Partners@AgilityHealthRadar.com to become a partner and set up your first assessment Resources to help get you started. Go to https://support.agilityhealthradar.com/hc/en-us/articles/360008189474- AgilityHealth-Implementation-Resources

AgilityHealth® Certifications

Thank You! Copyright(c) Agile Transformation Inc. | Enabling Business Agility | www.AgilityHealthRadar.com