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Do I need an Agile Assessment before starting an Agile Transformation?

Updated: Oct 4, 2023

Agile Assessment
Agile Assessment

Introduction to Agile Assessment

Embarking on an Agile transformation initiative is a significant undertaking for any organization. It promises improved collaboration, efficiency, and adaptability. However, the path to Agile success is riddled with challenges and uncertainties. To navigate this journey effectively, organizations must take a critical first step: conducting an Agile assessment. In this article, we will explore why an Agile assessment is an essential early phase in the Flex model and what it entails.

The Agile Transformation Landscape

Agile transformation is a complex process that entails a shift in mindset, culture, and practices. Organizations often transition from traditional project management methodologies to Agile frameworks such as Scrum or Kanban. However, this shift requires careful planning and execution to ensure a successful transformation. The Agile landscape is fraught with potential pitfalls:

  1. Lack of Clarity: Organizations may not have a clear understanding of their current state, objectives, or the specific challenges they face.

  2. Resistance to Change: Employees, including leadership and team members, may be resistant to adopting Agile practices, leading to friction and slow progress.

  3. Misalignment: The Agile transformation may not align with the organization's goals and strategy, resulting in a disjointed effort.

  4. Insufficient Training: Without proper training and education, teams may struggle to embrace Agile principles and practices effectively.

The Importance of an Agile Assessment

An Agile assessment serves as the compass for your transformation journey, providing direction and clarity amid the chaos. Here are several compelling reasons why it's a crucial first step:

  1. Establishing a Baseline: An Agile assessment helps organizations establish a clear baseline by evaluating their current state. It identifies existing strengths, weaknesses, and areas that require improvement.

  2. Goal Setting: With a thorough assessment in hand, organizations can set specific, measurable, and achievable goals for their Agile transformation. This ensures that the transformation is aligned with strategic objectives.

  3. Tailoring the Approach: Agile is not a one-size-fits-all solution. An assessment allows organizations to tailor their Agile approach to their unique needs, culture, and context.

  4. Identifying Barriers: It helps identify potential barriers to Agile adoption, including resistance, lack of skills, or cultural impediments. By recognizing these roadblocks early, organizations can proactively address them.

  5. Creating Buy-In: Involving key stakeholders in the assessment process fosters a sense of ownership and buy-in for the transformation. This increases the likelihood of success.

The Agile Assessment in the FLEX Model

The Agile Genesis FLEX model emphasizes Forming, Learning, Executing, and Expanding (FLEX) as the key phases of a successful Agile transformation. It provides a structured framework for organizations to follow and improve the success of an Agile transformation. The Agile assessment serves as the foundational "Forming" phase in this model:

  1. Assessing the Current State: During the assessment, organizations evaluate their existing processes, workflows, and culture. This involves surveys, interviews, and data analysis to understand the organization's current Agile maturity level.

  2. Formulating a Plan: Based on the assessment findings, organizations formulate a comprehensive plan for their Agile transformation. This plan outlines the scope, timeline, and key stakeholders involved in the process.

  3. Gaining Buy-In: The assessment process involves engaging leadership and other crucial decision-makers, gaining their support and commitment to the transformation effort.

  4. Defining Success Metrics: Success metrics and key performance indicators (KPIs) are established during the assessment, providing a framework for measuring progress throughout the transformation.


In the complex landscape of Agile transformation, an Agile assessment is not merely a recommended step; it is a vital prerequisite for success. By conducting a thorough assessment, organizations can understand their starting point, set clear goals, tailor their approach, and address potential obstacles. In the Flex model, the Agile assessment serves as the crucial "Forming" phase that lays the foundation for a successful Agile transformation. It is the compass that guides organizations on their journey towards enhanced agility and competitiveness in the ever-evolving business landscape.



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