Enterprise Business Agility Workshops

Getting Started

Enterprise Business Agility Seminar | 2 hrs

Leaders are facing increased pressure to deliver faster, better products. The journey of true Enterprise Business Agility is one that requires an overall transformation strategy that combines lean portfolio management, organizational value stream design, lean product development, leadership & culture, measurement, DevOps and other elements.

Through this 2-hour seminar, we’ll dig deep into the seven critical pillars of an Enterprise Business Agility transformation and help executives understand the elements needed for designing successful business agility transformations where Agile/Lean goes beyond IT.

EBA Baseline Assessment | 1/2 day

This workshop is designed for transformation leaders to gain a baseline assessment of the current maturity on the Enterprise Business Agility pillars. The outcomes are clarity and alignment on current state along with identification of top areas of growth.

EBA Strategist Certification Course | 2 Days

This workshop is intended for leaders and change agents who are actively transforming their organization to learn about the key pillars needed for successful business agility transformations.

You will walk away with an understanding of concrete solutions and participate in activities tailored to your specific transformation challenges. Transformation leaders will learn how to enable enterprise level business agility transformations to technology groups and business areas across the enterprise. We will spend time exploring each of the seven pillars within the Enterprise Business Agility Model in detail, developing the skills necessary to lead a transformation within each pillar.

Participants will also receive the EBAS (Enterprise Business Agility Strategist) certification in addition to the *IC-Agile BAF certification. *Customized workshops might not qualify for IC-Agile BAF. 

EBA Strategy Planning Session | 1 day

This workshop is intended for senior transformation leaders and change agents who are actively transforming their organization to develop a vision, measures for success and transformation roadmap towards EBA. You’ll also design your Transformation Leadership team, decide on the scope and how fast you want to go and identify key stakeholders.

Deep Dive Workshops by Pillar

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Lean Product Health Assessment & Growth Plan | 1/2 day

This is a facilitated retrospective assessment which utilizes the Lean Product Health radar and helps bring together a product management team and associated leaders and stakeholders to reflect and assess their current state of maturity with Lean Product Development, analyze results and develop a growth plan.

Agenda

  • Introduction, Meeting Purpose & Norms
  • Overview of Customer Seat the Table pillar
  • Review the Lean Product Health radar
  • Complete the Lean Product Health assessment
  • Break
  • Group Exercise & Discussion: Analyze the Results
  • Identify top gaps
  • Build growth plan
  • Next Steps

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Outcomes and OKRs | 1 or 2 days

This workshops aims to help senior product leaders, product managers, product owners and technology partners the art of creating business outcome metrics that bring alignment, focus and drive results at each level. You’ll learn about OKRs (objective key results) and practice creating real outcomes your teams can align around for your product development efforts.

The 2 day version enables an additional day for writing and refining outcomes.

Who should attend:

  • Senior leaders from business/IT,  product leaders, managers and product owners  who wish to gain a deeper understanding of how they can define clear and measurable business outcomes and translate these to achievable team goals.

Agenda:

  • Learn about common challenges  with identifying and measuring value delivered from our work
  • Learn the different levels of outcomes  (portfolio, product/program, team)
  • Product success metrics | Pirate Metrics (AARRR)
  • Writing clear business outcomes using OKRs
  • Leading vs impact key results
  • The OKR cycle
  • Practice writing outcomes using OKRs
  • Common pitfalls with writing OKRs
  • Visibility & the outcome/OKR alignment dashboard
  • Checking in with your OKRs and updating key results
  • Defining business value buckets for ranking features or epics against each other
  • Change Mgmt. and top tips for making this stick
  • Your action plan

Schedule this Workshop

Customer Seat Deep Dive | 1 day

This one day workshop provides a deep look into the Customer Seat the Table pillar from EBA. You will learn what it takes to truly activate a customer first mindset within your organization at every level. The workshop explores how you can operationalize the 3 capabilities: Understanding your customer, Discovery and validation, Customer focus and engagement at the Portfolio, Program/Product and Team levels.

Who should attend:

  • Leaders from business and technology who aim to bring the ‘customer seat at the table’ mindset to their areas.

Learning Outcomes:

  • Retrospective of current efforts to be a customer driven organization (baseline assessment for customer seat)
  • Overview of Customer Seat at the Table pillar
  • Design thinking and the CX Movement
  • Capability Deep Dive: Understanding our Customer
  • Capability Deep Dive: Discovery and Validation
  • Capability Deep Dive: Customer Focus and Engagement
  • Aligning around customer driven business outcomes at all levels
  • Portfolio, Program/product, Team practices
  • Gap analysis for your organization
  • Growth plan and where to focus next
  • CX Enablememt teams
  • Change Mgmt. and how to make this stick

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Discovery Sprint | 5 days

This advanced “hands-on” Discovery Sprint Workshop will take you through an intensive 5-day journey to get practical answers and direction on your critical product/service assumptions and challenges. The Discovery Sprint will help you get validated customer learning and feedback in record time, bypassing the costly build and launch process. “Inspired by Sprint: How to Solve Big Problems and Test New Ideas in Just Five Days by Jake Knapp, John Zeratsky, & Braden Kowitz”.

Over the course of the journey, you will design, prototype and test ideas using a realistic facade to get practical customer feedback and insight saving valuable time and costly development dollars.

Learning Objectives

  • Solve big problems and test new ideas in just 5 days
  • Save time and money by not building untested functionality
  • Increase engagement and collaboration from stakeholders across your organization
  • Leverage proven “test and learn” lean startup practices
  • Implement a consistent, proven, discovery approach and process
  • Build a realistic product façade for customer testing and feedback
  • Get validated customer learning in just 5 days
  • Identify common patterns and trends

View detailed course outline

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Lean Portfolio Management (LPM) Team Design | 1 day or .5 day

This workshop will give your team a brief overview of the levels and roles for Teams, Trains and Portfolios and then go deep into designing what YOUR own LPM leadership team should  look like. We’ll define the key roles and expectations along with the key ceremonies needed for success. The full day version includes team ‘forming’ activities and the creation of team norms.

Who should attend:

  • All of the members you believe will make up your portfolio team including: Portfolio sponsor/executive, Portfolio owner/leader (business leader), Tech leader, Portfolio Manager (facilitator), Enterprise Architect, Product Managers leading trains/programs under this portfolio and Agile coaches.

Agenda:

Morning

  • Lean Portfolio Mgmt refresher
  • The 4 levels of teams and roles at each level
  • Deep dive into YOUR LPM team design
  • Role expectations and decision making model
  • Ceremonies and planning cadence
  • Capacity, allocation, skill gaps and risks

Afternoon

  • Emergentics constellation game
  • Setting up team norms and working agreements
  • Tools, reporting and team workspace
  • Change management and making it stick
  • Next steps

Schedule this Workshop

Outcomes and OKR Workshop ( for Portfolio & Enterprise Leaders) | 1 or 2 days

This workshops aims to help senior executives and business/technology leaders learn through hands on practice how to create Strategic Intent, themes and measurable quarterly business outcomes at the Portfolio/value stream level. You’ll learn how to use Business Outcomes and OKRs to bring alignment, focus and drive results across the teams within the organization and move the focus to outcomes and away from output.

The workshop is a working session where your team will be creating YOUR own themes and quarterly outcomes to prepare for a Portfolio big room planning session. The 2 day version allows for more time writing outcomes for the next quarter.

Who should attend:

  • Senior portfolio executives and leaders from business and technology  who wish to gain hand on experience defining clear and measurable business outcomes for the next year or quarter.

Agenda:

  • Learn about common challenges  with identifying and measuring value delivered from our work
  • Learn the different levels of outcomes  (portfolio, product/program, team)
  • Portfolio success metrics | Flow, Value, Quality + Pirate Metrics (AARRR)
  • OKR overview
  • Writing 3 year Strategic Intent and 1 year themes
  • Writing quarterly business outcomes
  • Leading vs impact key results
  • The OKR cycle
  • Practice writing quarterly outcomes using OKRs
  • Common pitfalls with writing OKRs
  • Visibility & the outcome/OKR alignment dashboard
  • Checking in with your OKRs and updating key results
  • Defining business value buckets for ranking epics against each other
  • Change Mgmt. and top tips for making this stick

Schedule this Workshop

Lean Portfolio Management Planning | 2 days

This is a facilitated portfolio planning workshop for leaders from both the portfolio and product levels to come together and plan out the Demand and Capacity for the next quarter. The room will be setup as a Portfolio Visibility Room or Enterprise Visibility Room (EVR) based on the level of planning desired.

Agenda:

Day 1 (Demand Management):

  • Overview of EBA & Lean Portfolio Management and drivers for change
  • Clarity on 3 year Strategic Intent
  • Review and finalize 1 year Strategic Themes (yearly measurable outcomes)
  • Build quarterly outcomes using OKRs
  • Outcome report out and consensus
  • Build Visibility Room

Day 2: (Capacity Management)

  • Overview of Value Streams and team design principles
  • Review/adjust current team design
  • Align teams and capacity to quarterly outcomes
  • Identify capacity constraints, shared outcomes,  dependencies and risks
  • LPM team review and consensus on meeting cadence and reporting
  • Next steps

View detailed course outline

Org & Value Stream Design Overview

Enterprises are struggling with how to align their capacity and teams in an effective way to maximize the flow of outcomes and minimize dependencies. Today, business leaders define strategic areas of focus but struggle to gain a line of sight into the complex web of technology and operations teams, individuals, systems and processes that are needed to deliver on their vision. This lack of alignment and flow has become a real impediment for organizations achieving their strategic goals.

This one day workshop aims to enable a group of change agents and senior leaders from business and technology with the ‘What’, ‘Why’ and ‘How’ knowledge and skills they will need to engage in several Value Stream Discovery sessions that result in a recommended design of a specific value stream.

Learning Outcomes:

  • Drivers for Change and Goals
  • Overview of Value Stream and Org Design for Agile Enterprises
  • Learn Different Models and Key Terms
  • Designing for Customer Facing vs Shared Service teams
  • The 4 Steps to Value Stream Discovery
  • Deep Dive into Each Step

SAFe Value Stream Workshop | 1 day

Value streams are the primary construct in SAFe for understanding, organizing, and delivering value to the customer and to the enterprise itself. Attempting to shortcut or breeze through this crucial step can derail your transformation before it begins.

During this one-day workshop, you will learn how to identify your organization’s value streams and then explore and test different potential Agile Release Train (ART) designs that are optimized for the flow of value. With this understanding, we will help you pick one value stream and one ART to serve as the starting vehicle for the journey. Next, you will learn how to create a plan to launch the ART and develop a roadmap for launching more ARTs and value streams.

Learning Outcomes:

  • Gain an overview of the SAFe Implementation Roadmap
  • Learn how to identify value streams and ARTs
  • Select the first value stream and ART to get your first ‘short-term win’
  • Understand the considerations in designing ARTs to realize the value stream
  • Begin planning for the launch of the initial ART(s)
  • Understand how to successfully repeat the launching of more ARTs and value streams

View detailed outline

Team Health & Performance Baseline

This is a continuous improvement and learning activity that involves running baseline assessment using the Team Health radar to establish the current state of your teams from a health/maturity and performance perspective. This includes both qualitative and quantitative metrics. This can be done across all teams in technology, teams in a specific portfolio or train or just for a few teams. The teams are engaged through a facilitated retrospectives to analyze results and identify areas of growth or support they need from leaders.

Expected Outcomes:

  • Education for leaders, coaches, Scrum Masters and teams on Team Health metrics and the continuous improvement process along with roles and expectations.
  • Team Health, Maturity and performance assessment across target teams (Crawl, Walk, Run, Fly)
  • Facilitated retrospectives with the teams where they complete the assessments, analyze results and develop growth items they want to target for next quarter or PI.
  • Visibility into organizational growth items / obstacles teams would like managers/coaches to own and resolve.
  • Visibility into enterprise level obstacles and growth items for senior leaders to resolve.
  • Clear recommendations for where to focus next to help the teams accelerate their growth.

Basic and Advanced Agile for Teams, SM, PO Training

These set of workshops aim to help teams get started with adopting Agile methods (Scrum or Kanban) OR provide more advanced training that is tailored to the teams need after doing a baseline Team Health assessment. You may also select to go deeper into specific roles or specific topics. See list below of available training.

Agile Workshops:

  • Real World Agile for Teams – 2 days (Scrum or Kanban)
  • Advanced Agile for Teams – 1 or 2 days (post Team Health assessment)
  • Scrum Master Training – 2 days  (basic or advanced)
  • Product Owner Training – 2 days  (basic or advanced)

Leadership Triangle Collaboration | 1 day

The Leadership Triangle Collaboration 1-day class is a full-immersion course intended for Product Owners, Scrum Masters, Technical/Solution leads and Managers to learn the ins and outs of each key leadership role in a stable team triangle and understand how they can best operate as a leadership team. Participants will do a deep dive into each leadership role, learn collaboration techniques, learn how to handle challenging situations Agile teams commonly experience, gain insights into which role has responsibility for what and how to make decisions as a team. Optionally, you can select to have them complete the Agile Leader assessment.

Who should attend:

This course is for Product Owners, Scrum Masters, Tech/Solution Leads and Managers that lead teams of varying stages of Agile adoption.

Learning outcomes:

  • Recognize the importance of Agile principles and the benefits driving Agile adoption
  • Gain alignment on the Agile lifecycle
  • Deep dive into the Product Owner role
  • Deep dive into the Scrum Master role
  • Deep dive into the Technical/Solution Lead role
  • Expectations of how the Triangle Team works together
  • Being a “Leader” & setting goals together
  • Complete the Agile Leader health assessment

Leadership Agility For Leaders | 1 day

There is a new modern way of working that challenges the traditional management methods of the past. The new way involves:

  • Giving customers a seat at the table in everything we do.
  • Delivering value iteratively and being open to experimenting with new ideas.
  • Aligning teams around outcomes at every level of the organization and planning in smaller increments.
  • Building cross-functional empowered teams that can deliver end to end value.
  • Becoming an Adaptive Leader who can lead in an ever-changing world and thrive under ambiguity.

This workshop is the beginning of the Leadership Transformation journey and is designed for leaders from business or technology to learn the new way of working and how leadership can support it. The course ends with an action plan for how each participant can apply their learning within their area. This workshop is ideal for an off-site leadership team-building session.

Who should attend:

  • Executives, senior leaders, directors  from business or technology areas

Agenda:

Morning

  • Understand Key Drivers for Change
  • The Future of Work – Enabling Business Agility
  • Lean Portfolio Management
  • Aligning on Business Outcomes
  • Team Structure and Value Streams

Afternoon

  • Healthy vs Unhealthy Leadership
  • Role of Executives and Leaders
  • Enabling Talent Dev and Continuous Learning
  • Change Management
  • Action Planning and Making an Impact

Schedule this Workshop

Role of Agile Leaders/Managers | 2 days

There is a new modern way of working that challenges the traditional management methods of the past. The new way involves:

  • Giving customers a seat at the table in everything we do.
  • Delivering value iteratively and being open to experimenting with new ideas.
  • Aligning teams around outcomes at every level of the organization and planning in smaller increments.
  • Building cross-functional empowered teams and developing Agile talent.
  • Becoming an Adaptive Leader who can lead in an ever-changing world and thrive under ambiguity.

This 2 workshop is the beginning of the Leadership Transformation journey and is designed for managers and leaders from business or technology to learn the new way of working and how leadership can support it.  The second day digs deeper into the new role of Agile managers in addition to exploring other roles introduced with the new way of work.

Who should attend:

  • Directors, managers and other senior leaders interested in exploring Leadership Agility and the shifting role for managers.

Agenda:

Day 1

  • Understand Key Drivers for Change
  • The Future of Work – Enabling Business Agility
  • Lean Portfolio Mgmt.
  • Aligning on Business Outcomes
  • Team Structure and Value Streams
  • Healthy vs Unhealthy Leadership
  • Enabling Autonomy
  • Shifting from Command and Control
  • Agile Leader Health assessment

Day 2

  • Healthy vs. unhealthy teams
  • Deeper dive into the role of Agile Managers
  • Assessing the health of teams and measuring what matters
  • Enabling clarity, alignment and focus
  • Removing organizational obstacles
  • Effective team design, allocation and stability.
  • Agile roles and talent development
  • Working with Scrum Masters, POs and Stakeholders.
  • Other Agile roles for managers
  • Change management and action plan

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Leadership Assessment & Growth Planning | 1/2 day

This is a facilitated session that unpacks the results of an Agile Leader Health assessment among a group of leaders and supports them through building individual growth plans. This usually follows

  • Meeting purpose and norms for receiving feedback
  • Refresher on the Agile Leader health radar
  • Login and review radar results
  • Break
  • Pair with partner to analyze radar and responses
  • Identify top strengths and areas to improve
  • Build growth plan
  • Reflections and next steps

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Build Internal EBA Leaders (EBAS) | 2 days+

The EBA Enablement program aims to build internal capacity across change agents and transformation leaders and equip them with the right knowledge and skills to lead successful EBA transformations.

Program Steps:

The program involves the following steps:

  1. Identification and qualification of internal EBA change agents and leaders. These are usually senior level enterprise coaches and senior level leaders leading transformations for their org.  Specific traits and skills are used for qualification.
  2. Attend the Getting Started workshops above especially the 2 day EBA workshop.
  3. Attend a 2 day EBA Enablement/Train the Trainer workshop to learn specific methods for facilitating the top EBA workshops. This is customized based on selected deep dive topics.
  4. Co-Facilitate an EBA session with a qualified EBA certified trainer, receive feedback and build a growth plan.
  5. Deliver EBA workshops on your own and send evaluations from the first 2 workshops for review.

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AgilityHealth Facilitator Certifications

How do you measure your team and organizational agility? The AgilityHealth Facilitation certifications enable your change agents to measure the health of teams, team of teams, portfolios and enterprise and accelerate their growth and maturity.
Download the Measuring what Matters slide deck. 

Workshops:

The program includes the following courses:

  1.  Overview of AgilityHealth. This is a 2 hr learning session for Senior Leaders, Coaches, Managers or Scrum Masters who want to learn about what is expected of them during a rollout of a continuous improvement program.
  2. AgilityHealth Facilitator Certification (AHF) is a 1 day workshop that enables you to run the Team Health assessment and develop growth plans for teams.  Available public online or privately.
  3. Scaling Measurement & Growth: This 2 day workshop enables you to rollup, analyze and build cross-team improvement / growth plans by designing Continuous Improvement Leadership teams. You’ll learn about other radars available at higher levels and how to roll them out.
  4. AgilityHealth DevOps Facilitator: This 1 day workshop enables you to facilitate the DevOps assessment across teams, assess overall maturity and develop improvement/growth plans.
  5. Team of Teams Growth Strategy: This 1/2 day workshop is facilitated for a leadership team to analyze the results across a group of teams they lead, identify patterns and develop an improvement plan for the next quarter.

AgilityHealth Support Center

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Agile Talent and HR Transformation | 2 days

How can HR play a pivotal role to enable the organizations Agile and EBA transformation? To address this big gap and help define the new role of HR in the modern world, we collaborated with industry leaders to  design this new ICAgile Talent certification in which this 2 day workshop was born from!
This program is aimed at people who are in what organizations traditionally call the Human Resources (HR) domain which also includes People Managers.  Participants will come away with the practical knowledge necessary to tackle new ways of thinking and support their organization’s Agile and Enterprise Agility transformation journey.

Course Outline:

1. ORGANIZATIONAL DESIGN, ROLES & CAREER PATHS
1.1. Designing for the New Way of Working
1.2. Roles
1.3. Career Paths

2. LEARNING AND DEVELOPMENT
2.1. Learning Culture/Learning Organization
2.2. Learning Modalities

3. TALENT ACQUISITION
3.1. Recruiting
3.2. On-boarding – The Welcome Experience

4. ENABLING EFFECTIVE PERFORMANCE
4.1. Performance
4.2. Engaging Intrinsic Motivation
4.3. Incentives Are Not Only Financial

5. THE AGILE MINDSET IN HR
5.1. Applying Agile Practices to Operations and Initiatives
5.2. Enabling an Agile Mindset in the Enterprise
5.3. Core Function

View Detailed Course Outline

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