Category Archives: LEAN

Humanizing Agility

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Humanizing Agility

GUEST POST from Janet Sernack

Like many others, I invested time in isolation during the pandemic to engage in various online learning programs. As a highly credentialed coach to many global Agile and SCRUM leaders in major international and local organizations, I enrolled in an Agile coach certification program and enthusiastically attended all daily sessions. It was a disastrous learning experience, verifying my perception of the Agile community’s focus on a prescriptive rules-driven process to agility. The Agile Manifesto’s  highest priority is satisfying customers through the early and continuous delivery of valuable software; only two of the 12 principles mention people – “Business people and developers must work together daily throughout the project” and “the best architectures, requirements, and design emerge from self-organizing teams.” So, with this in mind, what might be some of the benefits of integrating a technological and process-driven disciplined approach towards humanizing agility?

I am a conceptual and analytical thinker, an entrepreneur, and an innovator who is acknowledged as a global thought leader on the people side of innovation. I also teach, mentor, and coach people to be imaginative, inquisitive, and curious, always asking many open questions. I empower, enable, and equip them to become change-agile, cognitively, and emotionally agile and develop their innovation agility. The presenters responded to my method of inquiry by assuming that I knew nothing about Agile despite knowing nothing about my background.

As a result, they failed to certify me without communicating or consulting with me directly, despite my meeting all of the course evaluation criteria and having more than 10,000 hours of facilitation and more than 1,000 hours of coaching experience on the people side of change. I also have a comprehensive background in humanizing total quality management, continuous improvement, and start-up methodologies in major organizations.

I contacted the training company and challenged their decision, only not to be “heard” and be paid lip service when confronted by a rigid, linear, conventional, disconnected approach to agility and its true role and capability in catalysing change, innovation and teaming.

This is especially true considering the senior SCRUM and Agile leaders I was coaching at the time experienced very few problems with Agile’s disciplined process and technological side. They specifically requested coaching support to develop strategies to resolve their monumental challenges and complex issues involving “getting people to work together daily” and operating as “self-organizing teams.” How do they go about humanizing agility?

Making sense of agility

Despite my disappointment, I bravely continued researching how to make sense of agility and link and integrate it with the people side of change, innovation, and teams. I intended to enable leaders to execute agile transformation initiatives successfully by combining a human-centered approach to agile software development through humanizing agility.  

Agility refers to a leader, team, or organization’s ability to make timely, effective, and sustained changes that maintain superior performance. According to Pamela Myer’s book “The Agility Shift”, – an agility shift is the intentional development of the competence, capacity and confidence to learn, adapt and innovate in changing contexts for sustainable success. We have incorporated this approach into our innovation learning and coaching curriculum at ImagineNation™ and iterated and pivoted it over the past 12 years in empowering, enabling and equipping people to become “agility shifters” by humanizing agility.

Humanizing agility differently

Agility can be humanized and expanded to include change, cognitive, innovation, and organizational agility, all powerfully fueled by people’s emotional energy. This is fundamental to achieving success through non-growth or growth strategies and delivering equitable and sustainable outcomes that will make the world a better place for all humanity.  

It involves identifying pivots, unlearning, learning, and relearning, embracing new approaches, frameworks, and tools, and developing new 21st-century mindsets, behaviors, and skills.

Humanizing agility involves empowering, enabling, and equipping people to be, think and act differently autonomously and competently, especially in the conflicted, chaotic, unstable post-COVID world of emerging unknowns.

Like innovation, agility is contextual.

Humanizing agility supports people to adapt, grow and thrive, become nimble by enabling:

  • Teams to deliver product releases as shorter sprints to collect customer feedback to iterate and pivot product development.
  • Leaders, teams, and organizations respond quickly and adapt to market changes, internally and externally.
  • People must think and feel and be able to quickly make intentional shifts to be effective, creative, inventive, and innovative in changing contexts.

That empowers, enables and equips people with the mindsets, behaviors, and skills to adapt, grow, and thrive by developing their confidence, capacity, and competence to catalyze and mobilize their power to move quickly and easily, think creatively and critically to make faster decisions and solve complex problems with less effort.  

Humanizing Agility – The Five Elements

1. Emotional energy

Emotional energy is the catalyst that fuels creativity, invention, and innovation.

Understanding and harnessing this energy inspires and motivates individuals to explore and embrace creative thinking strategies in partnership with AI.

Emotional energy catalyses people’s intrinsic motivation, conviction, hope, positivity, and optimism to approach their world purposefully, meaningfully, and differently.

When people are true to their calling, they make extra efforts and are healthier, which positively impacts their well-being and improves their resilience.

2. Change agility

Change agility is the ability to anticipate, respond, be receptive, and adapt to constant and accelerating change in an uncertain, unstable, conflicted world.

It involves developing a new perspective of change as a continuous, iterative, and learning process that has to be embedded in every action and interaction, not a separate standalone process.

Requiring the development of new mental models, states, traits, mindsets, behaviors, and skills to drive business and workforce outcomes that are critical for an organization to survive and thrive through any change.

Change becomes an ongoing opportunity, not a threat or liability, and humanizing agility in the context of change agility is a core 21st-century competency for leaders, teams and coaches.

3.Cognitive agility

Cognitive agility is the extent to which people can adapt and shift their perspectives and thought processes when doing so leads to more positive outcomes. 

Cognitive agility refers to how flexible and adaptive people can be with their thoughts in the face of change, uncertain circumstances, and random and unexpected events and situations. Being cognitively agile helps people break down their neuro-rigidity and eliminate any core fixed mindsets; it supports their neuro-plasticity and develops a growth mindset and ability to perceive the world through multiple lenses and differing perspectives.

Humanizing agility in the context of cognitive agility enables people to make sense of and understand the range of challenges, problems, and paradoxes at the deeper systemic and surface levels, preparing them for smart risk-taking, effective decision-making, and intelligent problem-solving. 

4.Innovation agility

Innovation agility is the extent to which people develop the courage, compassion and creativity to safely deep-dive into and dance with cognitive dissonance—to passionately, purposefully, and apply creative tension and develop neuro-elasticity, to play in the space where possibility lives—between the present state and the desired creative, inventive, and innovative outcome.

To empower, engage, and enable people to use their human ingenuity and harness their collective intelligence to be innovative in the age of AI by adapting and growing in ways that add value to the quality of people’s lives, which is appreciated and cherished.

5.Organizational and leadership agility

Organizational agility involves developing an ability to renew itself, adapt, innovate, change quickly, and succeed in a rapidly changing, uncertain and unstable operating environment. It requires a paradoxical balance of two things: a dynamic capability, the ability to move fast—speed, nimbleness, responsiveness and stability, and a stable foundation—a platform of things that don’t change to provide a rigorous and disciplined pillar.

Organizations and leaders prioritizing humanizing agility also prioritize differing and creative ways of being, thinking and acting. They maintain their strength by focusing on their core competencies while regularly stretching themselves for maximum flexibility, adaptiveness and resilience.

Finally…. Imagine humanizing agility

Imagine what you could do and the difference we could make to people, customers, organizations, communities and the world by humanizing agility in ways that embrace and embody the five elements of agility to harness the human ingenuity and people’s collective intelligence guide vertical, horizontal and transformational changes the world and humanity need right now.

Please find out more about our work at ImagineNation™.

Please find out about our collective learning products and tools, including The Coach for Innovators, Leaders, and Teams Certified Program, presented by Janet Sernack. It is a collaborative, intimate, and profoundly personalized innovation coaching and learning program supported by a global group of peers over 9-weeks. It can be customized as a bespoke corporate learning program.

Image Credit: Pexels

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The Hidden Cost of Waiting

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The Hidden Cost of Waiting

GUEST POST from Mike Shipulski

If you want to do a task, but you don’t have what you need, that’s waiting for a support resource. If you need a tool, but you don’t have it, you wait for a tool. If you need someone to do the task, but you don’t have anyone, you wait for people. If you need some information to make a decision, but you don’t have it, you wait for information.

If a tool is expensive, usually you have to wait for it. The thinking goes like this – the tool is expensive, so let’s share the cost over too many projects and too many teams. Sure, less work will get done, but when we run the numbers, the tool will look less expensive because it’s used by many people. If you see a long line of people (waiting) or a signup list (people waiting at their desks), what they are waiting for is usually an expensive tool or resource. In that way, to find the cause of waiting, stand at the front of the line and look around. What you see is the cause of the waiting.

If the tool isn’t expensive, buy another one and reduce the waiting. If the tool is expensive, calculate the cost of delay. Cost of delay is commonly used with product development projects. If the project is delayed by a month, the incremental revenue from the product launch is also delayed by a month. That incremental revenue is the cost of delaying the project by a month. When the cost of delay is larger than the cost of an expensive tool, it makes sense to buy another expensive tool. But, to purchase that expensive tool requires multiple levels of approvals. So, the waiting caused by the tool results in waiting for approval for the new tool. I guess there’s a cost of delay for the approval process, but let’s not go there.

Most companies have more projects than people, and that’s why projects wait. And when projects wait, projects are late. Adding people is like getting another expensive tool. They are spread over too many projects, and too little gets done. And like with expensive tools, getting more people doesn’t come easy. New hires can be justified (more waiting in the approval queue), but that takes time to find them, hire them, and train them. Hiring temporary people is a good option, though that can seem too expensive (higher hourly rate), it requires approval, and it takes time to train them. Moving people from one project to another is often the best way because it’s quick and the training requirement is less. But, when one project gains a person, another project loses one. And that’s often the rub.

When it’s time to make an important decision and the team has to wait for missing information, the project waits. And when projects wait, projects are late. It’s difficult to see the waiting caused by missing or un-communicated information, but it can be done. The easiest to see when the information itself is a project deliverable. If a milestone review requires a formal presentation of the information, the review cannot be held without it. The delay of the milestone review (waiting) is objective evidence of missing information.

Information-based waiting is relatively easy to see when the missing information violates a precedent for decision making. For example, if the decision is always made with a defined set of data or information, and that information is missing, the precedent is violated and everyone knows the decision cannot be made. In this case, everyone’s clear why the decision cannot be made, everyone’s clear on what information is missing, and everyone’s clear on who dropped the ball.

It’s most difficult to recognize information-based waiting when the decision is new or different and requires judgment because there’s no requirement for the data and there’s no precedent to fall back on. If the information was formally requested and linked to the decision, it’s clear the information is missing and the decision will be delayed. But if it’s a new situation and there’s no agreement on what information is required for the decision, it’s almost impossible to discern if the information is missing. In this situation, it comes down to trust in the decision-maker. If you trust the decision-maker and they say there’s information missing, then there’s information missing. If you trust the decision-maker and they say there’s no information missing, they should make the decision. But if you don’t trust the decision-maker, then all bets are off.

In general, waiting is bad. And it’s helpful if you can recognize when projects are waiting. Waiting is especially bad went the delayed task is on the critical path because when the project is waiting on a task that’s on the critical path, there’s a day-for-day slip in the completion date. Hint: it’s important to know which tasks and decisions are on the critical path.

Image credit: Pexels

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Get More Done

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Get More Done

What Matters Most Management (WMMM) is the Key to Success

Most times you’ll see this posed as a question “What matters most?” as people grapple with finding the meaning of life. That is not the case here…

Instead I would like to share with you my simple management philosophy that will help you be more successful in today’s sometimes overwhelming, chaotic world of too many competing demands on your time.

I will help you succeed on a whim! (well, okay a WMMM)

Your success in this case comes from following the whim (or WMMM) of What Matters Most Management. It can be tailored for use in managing your time, a project, etc. For simplicity we’ll look at time management today by popular request (people ask me all the time how I manage to get so much done).

It involves quite simply making a quick inventory of all of the things that you could focus on today, or that you’re being asked to focus on, and identifying three key things:

1. How big of an impact will completing this task have (Hi/Med/Lo)

2. How big of an effort will it take to complete this task (Hi/Med/Lo)

3. When will my energy be the best for completing this task (Morning/Afternoon/Evening)

This daily inventory of tasks can be done in your head, or on paper, depending on how detail oriented you are. After you have your mental or written list, then plan your day, prioritizing of course any tasks with a low effort/high impact combination (often very rare).

You will also want to prioritize any tasks that involve getting others to do work. Getting others started on their work sooner rather than later, will lead to those tasks getting done faster because they are not sitting in your inbox.

Consider also whether it makes sense to start a task you can’t finish today or not. Sometimes there is no advantage to starting something today instead of tomorrow if you’ll end up finishing it tomorrow either way. Other times there will be tasks you need to finish tomorrow that you’ll have to start today to make it work. Going through this exercise is how you’ll identify What Matters Most (WMM).

I find this method to suit an organic person like me much more than a rigid system like Franklin Covey, plus systems like that don’t take into account when the ideal time might be to do a certain type of work based on the composition of your day and personal energy patterns. Save up somewhat mindless, administrative type work for when you’re brain is tired and do your more creative, intense work when your mind is fresh.

It’s also amazing how frequently the Pareto Principle proves out (where the items that deliver 80% of the value only require 20% of your effort, and vice versa). Focus on that 20% that will drive the 80% of your potential positive perception in the minds of others and in tangible impact in your life.

The WMMM approach works the same on projects, and can be super powerful when a family, project team, etc. all follow a similar philosophy.

The WMMM approach can also be used by product managers and entrepreneurs to create more successful products and services!

Go ahead! Try it! I think you’ll find that you’ll get more done, and sometimes more importantly, people will notice.

Image credit: earningmoneytoday.com

This article originally appeared on Linkedin


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Announcing a New Lean Innovation Series

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Announcing a New Lean Innovation SeriesI’ve started working with a local healthcare insurance company in a role focused on driving improvement and innovation in its membership and billing operations. The company has a big focus on LEAN throughout the company and always has some sort of value stream mapping (VSM) or rapid process improvement workshop (RPIW) going on through the Kaizen Promotion Office (KPO). Despite this only being my second week on the job, I have already been involved in the company’s LEAN efforts. Having gone through Six Sigma Green Belt training and with my focus on innovation, this of course has been very interesting so far.

Some of you may recall my popular DMAIC for Innovation article for iSixSigma magazine.

In the spirit of the linkage I made between Six Sigma and Innovation in this article, I thought I would create a series of articles looking at the relationship and connections between LEAN and Innovation.

To anchor us all in the same frame of mind about what innovation is, my definition of the word is:

“Innovation transforms the useful seeds of invention into widely adopted solutions valued above every existing alternative.”

One of the key intersection points between LEAN and Innovation is that both are focused on value. LEAN focuses on activities in a process that add value and removing those that introduce waste, while innovation is focused on value creation, value access, and value translation. This I introduced in my often referenced article – Innovation is All About Value.

Innovation = Value Creation (x) Value Access (x) Value Translation

Now you will notice that the components are multiplicative not additive. Do one or two well and one poorly and it doesn’t necessarily add up to a positive result. Doing one poorly and two well can still doom your innovation investment to failure. Let’s look at the three equation components in brief:

Value Creation is pretty self-explanatory. Your innovation investment must create incremental or completely new value large enough to overcome the switching costs of moving to your new solution from the old solution (including the ‘Do Nothing Solution’). New value can be created by making something more efficient, more effective, possible that wasn’t possible before, or create new psychological or emotional benefits.

Value Access could also be thought of as friction reduction. How easy do you make it for customers and consumers to access the value you’ve created. How well has the product or service been designed to allow people to access the value easily? How easy is it for the solution to be created? How easy is it for people to do business with you?

Value Translation is all about helping people understand the value you’ve created and how it fits into their lives. Value translation is also about understanding where on a continuum between the need for explanation and education that your solution falls. Incremental innovations can usually just be explained to people because they anchor to something they already understand, but radical or disruptive innovations inevitably require some level of education (often far in advance of the launch).

Done really well, value translation also helps to communicate how easy it will be for customers and consumers to exchange their old solution for the new solution. My favorite example of poor value translation and brilliant value translation come from the same company and the same product launch – The Apple iPad. It’s hard to believe, but Apple actually announced the iPad with the following statement:

“Our most advanced technology in a magical and revolutionary device at an unbelievable price.”

iPad BillboardThis set off a firestorm of criticism and put the launch at risk of failure. But amazingly Apple managed to come up with the Out of Home (OOH) advertisements with a person with their feet up on a couch and the iPad on their lap (see above) by the time the product shipping. If a picture is worth a thousand words, this particular picture will probably end up being worth billions of dollars to Apple.

Never Forget!

Value Creation is important, but you can’t succeed without equal attention being paid to both Value Access and Value Translation…

Because innovation is all about value…

Value Creation (x) Value Access (x) Value Translation = Success!

Lean versus Innovation

The graphic above highlights that LEAN and Innovation intersect on Value Access. Now let’s have a quick look at some of the key principles of LEAN from the web site of the Lean Enterprise Institute:

PRINCIPLES OF LEAN

The five-step thought process for guiding the implementation of lean techniques is easy to remember, but not always easy to achieve:

  • Specify value from the standpoint of the end customer by product family.
  • Identify all the steps in the value stream for each product family, eliminating whenever possible those steps that do not create value.
  • Make the value-creating steps occur in tight sequence so the product will flow smoothly toward the customer.
  • As flow is introduced, let customers pull value from the next upstream activity.
  • As value is specified, value streams are identified, wasted steps are removed, and flow and pull are introduced, begin the process again and continue it until a state of perfection is reached in which perfect value is created with no waste.

Key LEAN Principles

The second part of the above graphic highlights the seven sources of waste:

  • Inventory
  • Motion
  • Defects
  • Transportation
  • Processing
  • Overproduction
  • Time

While developed for the manufacturing context, LEAN can be (and is) used in service industries like health insurance as well. As you can see, LEAN is really focused on improvement and optimization of the status quo, while innovation in contrast is focused on the introduction of something new that disrupts the status quo. As a result, one is not better than the other, but instead both methodologies can be used side by side, and in future articles I will share more of my musings on how innovation and LEAN can be used together.

Stay tuned!


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