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Writer's pictureErnesto Custodio

What are the Pitfalls of Agile Training in an Agile Transformation?

Updated: Sep 12, 2023

Agile training has been widely embraced by organizations as a means to improve flexibility, collaboration, and responsiveness in their workflows. However, it's important to acknowledge that not all instances of Agile training lead to successful transformations. To understand why, it's crucial to first define an Agile transformation in the context of organizational change.

The Agile Transformation Dilemma

Agile transformation is the process of adopting Agile principles and practices across an entire organization, with the aim of improving collaboration, flexibility, and responsiveness. It typically involves transitioning from traditional project management methodologies to Agile frameworks like Scrum or Kanban. While Agile has proven its value in many industries, there are several common pitfalls that organizations encounter during their transformation journey:

Lack of Planning: Organizations often rush into Agile transformations without a well-thought-out plan. This can result in confusion, resistance from employees, and ultimately, failure to achieve the desired outcomes.

Inadequate Training: Proper training is essential for the successful adoption of Agile practices. When team members lack the necessary skills and knowledge, it can lead to inefficiencies and frustration. Moreover, it's important to consider the objectives and needs of the organization in order to select and craft a fitting curriculum for the organization.

Lack of Experience: Without experienced individuals guiding the transformation, organizations are more likely to make mistakes that can derail the process and undermine its success.

Failure to Scale: Even if Agile is successfully implemented in one part of the organization, scaling it across the entire company can be a challenging task.


The FLEX Approach: Forming, Learning, Executing, and Expanding

The FLEX framework created by Agile Genesis emphasizes four key phases that organizations should consider to increase their chances of successful transformation. FLEX offers a more holistic approach to achieving a successful Agile transformation. FLEX is an acronym that stands for Forming, Learning, Executing, and Expanding, and it provides a structured framework for organizations to follow.

Forming: The first step in the Flex approach involves assessing the organization's current state and formulating a plan for an Agile transformation. This plan should include a clear scope, a timeline, and buy-in from key individuals who will support the transformation. This also includes selecting a fitting framework based on the needs of the organization. Aspects such as strengths and weaknesses play a key role in creating a fit-for-purpose Agile playbook. Starting with a small group and agreeing on a proper model can help manage the initial complexity of an Agile transformation.

Learning: Not all Agile trainings are the same. The needs, objectives, and implementation approach crafted in the Forming phase of the FLEX model should influence the lessons and workshops of the Learning phase. Once the training material is ready, it is crusial that all those involved in the Agile transformation undergo proper training in order to understand the Agile mindset, process, their roles, and responsibilities, as well as the potential pitfalls. This includes not only team members but also leadership, managers, and stakeholders.

Executing: The execution phase of Flex involves including experienced individuals, such as Agile coaches and experienced Scrum Masters, to assist and coach the implementation. Having seasoned professionals on board can help prevent common mistakes that occur when everyone involved is new to Agile. These individuals should be familiar with the new Agile playbook and remain sensitive to the organizational culture as well as its long-term objectives.

Expanding: After successfully implementing Agile in one part of the organization, it's time to expand. This involves repeating the Forming, Learning, and Executing phases in other teams and parts of the organization. By gradually growing the Agile implementation, organizations can avoid overwhelming themselves and increase their chances of success. This phase includes an inspecting and adapting portion in order to learn from past experiences continue to improve the process and cementing the Agile into the company's DNA.

While Agile training is a valuable tool for organizations seeking to improve their processes and adapt to changing market conditions, it's essential to recognize its limitations. Many Agile transformations fail due to inadequate planning, training, and experience. The Flex approach, with its focus on Forming, Learning, Executing, and Expanding, offers a structured framework that goes beyond Agile training and considers the needs of the organization to create a fitting approach that can address these challenges and increase the likelihood of a successful Agile transformation. By following these steps, organizations can enhance their agility and position themselves for long-term success in an ever-evolving business landscape.

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