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Creating a Shared Vision:
       Strategies and Techniques to Inspire Teams
       Brad Swanson
       Senior Coach and Vice President, agile42
       @agile42
       @bradswanson
       brad.swanson@agile42.com




      agile42 | The Agile Coaching Company        www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
About me: Brad Swanson

                                             The Agile
                                             Coaching
                                             Company




      agile42 | The Agile Coaching Company               www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
How important is it to have a
                        clear, shared vision
                      to achieve greatness?


      agile42 | The Agile Coaching Company   www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
vi·sion
       • the act or power of anticipating that which
        will or may come to be
       • an experience in which a personage, thing,
        or event appears vividly or credibly to the
        mind, although not actually present, often
        under the influence of a divine or other
        agency
                                             http://dictionary.reference.com/browse/vision

      agile42 | The Agile Coaching Company                                         www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Moon Shot
               "I believe that this nation should
               commit itself to achieving the goal,
               before this decade is out, of
               landing a man on the moon and
               returning him safely to the Earth."

               — Pres. Kennedy, May 25, 1961




      agile42 | We advise, train and coach companies building software               www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
“In your pocket”
                     The iPod will be a portable digital music player
                     that will hold 5000 songs. It will have a battery
                        life measured in days, not hours. You will
                     navigate the thousands of songs with a single
                      finger. You will sync all your music from your
                     computer to the iPod in minutes automatically,
                     so you can have all your music in your pocket.



      agile42 | The Agile Coaching Company                www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Five Strategies for Building a Shared Vision
                                                                                       Co-creating

                                                                     Consulting

                                                        Testing
            buy-in




                                             Selling
                             Telling




                                                       effort required
                                                                           Senge, Peter, et. al: The Fifth Discipline Fieldbook
      agile42 | The Agile Coaching Company                                www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Telling


                                              We must achieve this
                                             vision. Everyone must
                                                  be on board.




                                                               Senge, Peter, et. al: The Fifth Discipline Fieldbook
      agile42 | The Agile Coaching Company                    www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Selling

       “I have the
       vision. Let’s
       see if I can get
       people to buy
       in.”




                                              Senge, Peter, et. al: The Fifth Discipline Fieldbook
      agile42 | The Agile Coaching Company   www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Testing


                                             What excites
                                              you about
                                             this vision?

                                               What
                                              doesn’t?


                                                Senge, Peter, et. al: The Fifth Discipline Fieldbook
      agile42 | The Agile Coaching Company     www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Consulting

                                             Wha  t vision do
                                                members
                                              recom  mend?*


      * The
     leader
   makes the
       final
    decision
                                                                 Senge, Peter, et. al: The Fifth Discipline Fieldbook
      agile42 | The Agile Coaching Company                      www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Co-Creating



                                             Let’s create
                                             the future we
                                             individually
                                             and
                                             collectively
                                             want.

                                                             Senge, Peter, et. al: The Fifth Discipline Fieldbook
      agile42 | The Agile Coaching Company               www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Activity: Explore One Strategy
       • Each group will explore 1 of the 5 strategies.

       • Refer to the handout for more info on each strategy.

       • Discussion points:

             1.In what situations or organizational cultures would this strategy be
               appropriate? Inappropriate?

             2.What are the pros and cons of this strategy?

             3.Within this strategy, how can you maximize buy-in for the vision?

       • Summarize the key points of your strategy on a poster. Drawings, diagrams, and
         creativity are encouraged!

       • Present your poster to the whole room in 1 minute or less.


      agile42 | The Agile Coaching Company                     www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Tools and techniques for creating the vision
       Activity: Co-Create a shared vision for an agile conference




      agile42 | The Agile Coaching Company   www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Innovation                        Games®:   Remember the Future

       •Goal: understand your customer’s definition of success.
       •Imagine it is some date in the future and you’ve been
        using the product. What concrete benefits has the product
        delivered to you?
       •Ask the question in past tense, or future perfect tense
        (“what will have happened?”)




                                                                          Source: Innovation Games®
      agile42 | The Agile Coaching Company                  www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Innovation                        Games®:   Remember the Future

       •It is now one week after the Agile conference you
        attended. What concrete benefit has the conference
        delivered to you, and how have you applied it?
       • Ask the question in past tense, or future perfect tense (“what will have
         happened?”)

       • Give concrete, detailed answers, for example:

             • “I have a framework to lead an agile transformation at my company.”
             • “I connected deeply with 5 people in my industry who share ideas and leads.”
             • “I learned ways for my globally distributed teams collaborate better.”



                                                                          Source: Innovation Games®
      agile42 | The Agile Coaching Company                  www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
The Passion Meter protocol
       1. Each person writes key words or short phrases for the vision, one item per
         card

       2. Group together any duplicate cards

       3. Quickly gauge the group’s passion for each item: high, medium, or low

             a) Use 1 finger (low) to 5 fingers (high). Add verbal cues (shouts, groans...)

       4. Repeat step 3 for the high-passion items to pick your top 3 (or so)
                       High                           Medium                                                           Low
         interactive            affordable                                                                  cutting edge
                                              deep sessions
                                                                   sponsor involvement                       techniques                 the biggest
              interactive
                                                 longer sessions

                                 open space                                                                             intimate size




                                                                    Source: Software For Your Head, Jim and Michele McCarthy
      agile42 | The Agile Coaching Company                                           www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Expressing the Vision
       • The ‘elevator pitch’

       • The imaginary press release

       • The perfect product review

       • Lego® StrategicPlay®

       • Innovation Games® - Product Box

       • A live experience, simulation, or exhibit




      agile42 | We advise, train and coach companies building software   www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
The Elevator Pitch Template


                           FOR <target customer>
                           WHO <statement of the need>
                           THE <product name>
                           IS A <product category>
                           THAT <key benefit>
                           UNLIKE <primary competitor>
                           OUR PRODUCT <further differentiation>
                                                                         Source: Crossing the Chasm, Geoffrey Moore
      agile42 | We advise, train and coach companies building software       www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
The Imaginary Press Release




      agile42 | The Agile Coaching Company   www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
The Perfect Product Review




      agile42 | The Agile Coaching Company   www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Lego® StrategicPlay®




                                             Photo courtesy of Michael Sahota / Agilitrix
      agile42 | The Agile Coaching Company                  www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
A live experience, simulation, or exhibit

       HP and Stone Yamashita created “an exhibit that filled 6000 square
       feet... ‘We invented a fictitious family called the Ferraris...and built an
       exhibit about their life and their visit to Disney World’. ... Each room
       followed the Ferraris through various scenes of their Disney World
       vacation. HP technology helped them buy tickets, sped their entry into
       the park, and scheduled their reservations for dinner. Another bit of
       technology helped them enjoy their favorite rides while minimizing
       waiting time. Back inside their hotel room at the end of the day, there
       was a final twist: A digital picture frame had automatically downloaded
       a picture of them as they rode a Disney World roller coaster.”

       “They took an abstract idea and made it concrete with an intense
       sensory experience.”
                                                                         Source: Made to Stick, Chip and Dan Heath
      agile42 | We advise, train and coach companies building software      www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Innovation Games®: Product Box
       • Limited space to get people’s
         attention and communicate your
         core message!

       • Product Name

       • Simple, core message

       • Slogan

       • Benefits (Unexpected benefits?)

       • Imagery, logos, characters

       • Testimonials / recommendations

       • Data sheet / facts / ingredients

                                             Photo credit: Laura Gilchrist http://www.flickr.com/photos/gilchristlaura/
      agile42 | The Agile Coaching Company                        www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12
Conclusions




      agile42 | The Agile Coaching Company                 www.agile42.com |   All rights reserved. Copyright © 2007 - 2012.

Thursday, August 2, 12

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Creating Shared Vision Teams

  • 1. Creating a Shared Vision: Strategies and Techniques to Inspire Teams Brad Swanson Senior Coach and Vice President, agile42 @agile42 @bradswanson brad.swanson@agile42.com agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 2. About me: Brad Swanson The Agile Coaching Company agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 3. How important is it to have a clear, shared vision to achieve greatness? agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 4. vi·sion • the act or power of anticipating that which will or may come to be • an experience in which a personage, thing, or event appears vividly or credibly to the mind, although not actually present, often under the influence of a divine or other agency http://dictionary.reference.com/browse/vision agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 5. Moon Shot "I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to the Earth." — Pres. Kennedy, May 25, 1961 agile42 | We advise, train and coach companies building software www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 6. “In your pocket” The iPod will be a portable digital music player that will hold 5000 songs. It will have a battery life measured in days, not hours. You will navigate the thousands of songs with a single finger. You will sync all your music from your computer to the iPod in minutes automatically, so you can have all your music in your pocket. agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 7. Five Strategies for Building a Shared Vision Co-creating Consulting Testing buy-in Selling Telling effort required Senge, Peter, et. al: The Fifth Discipline Fieldbook agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 8. Telling We must achieve this vision. Everyone must be on board. Senge, Peter, et. al: The Fifth Discipline Fieldbook agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 9. Selling “I have the vision. Let’s see if I can get people to buy in.” Senge, Peter, et. al: The Fifth Discipline Fieldbook agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 10. Testing What excites you about this vision? What doesn’t? Senge, Peter, et. al: The Fifth Discipline Fieldbook agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 11. Consulting Wha t vision do members recom mend?* * The leader makes the final decision Senge, Peter, et. al: The Fifth Discipline Fieldbook agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 12. Co-Creating Let’s create the future we individually and collectively want. Senge, Peter, et. al: The Fifth Discipline Fieldbook agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 13. Activity: Explore One Strategy • Each group will explore 1 of the 5 strategies. • Refer to the handout for more info on each strategy. • Discussion points: 1.In what situations or organizational cultures would this strategy be appropriate? Inappropriate? 2.What are the pros and cons of this strategy? 3.Within this strategy, how can you maximize buy-in for the vision? • Summarize the key points of your strategy on a poster. Drawings, diagrams, and creativity are encouraged! • Present your poster to the whole room in 1 minute or less. agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 14. Tools and techniques for creating the vision Activity: Co-Create a shared vision for an agile conference agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 15. Innovation Games®: Remember the Future •Goal: understand your customer’s definition of success. •Imagine it is some date in the future and you’ve been using the product. What concrete benefits has the product delivered to you? •Ask the question in past tense, or future perfect tense (“what will have happened?”) Source: Innovation Games® agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 16. Innovation Games®: Remember the Future •It is now one week after the Agile conference you attended. What concrete benefit has the conference delivered to you, and how have you applied it? • Ask the question in past tense, or future perfect tense (“what will have happened?”) • Give concrete, detailed answers, for example: • “I have a framework to lead an agile transformation at my company.” • “I connected deeply with 5 people in my industry who share ideas and leads.” • “I learned ways for my globally distributed teams collaborate better.” Source: Innovation Games® agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 17. The Passion Meter protocol 1. Each person writes key words or short phrases for the vision, one item per card 2. Group together any duplicate cards 3. Quickly gauge the group’s passion for each item: high, medium, or low a) Use 1 finger (low) to 5 fingers (high). Add verbal cues (shouts, groans...) 4. Repeat step 3 for the high-passion items to pick your top 3 (or so) High Medium Low interactive affordable cutting edge deep sessions sponsor involvement techniques the biggest interactive longer sessions open space intimate size Source: Software For Your Head, Jim and Michele McCarthy agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 18. Expressing the Vision • The ‘elevator pitch’ • The imaginary press release • The perfect product review • Lego® StrategicPlay® • Innovation Games® - Product Box • A live experience, simulation, or exhibit agile42 | We advise, train and coach companies building software www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 19. The Elevator Pitch Template FOR <target customer> WHO <statement of the need> THE <product name> IS A <product category> THAT <key benefit> UNLIKE <primary competitor> OUR PRODUCT <further differentiation> Source: Crossing the Chasm, Geoffrey Moore agile42 | We advise, train and coach companies building software www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 20. The Imaginary Press Release agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 21. The Perfect Product Review agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 22. Lego® StrategicPlay® Photo courtesy of Michael Sahota / Agilitrix agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 23. A live experience, simulation, or exhibit HP and Stone Yamashita created “an exhibit that filled 6000 square feet... ‘We invented a fictitious family called the Ferraris...and built an exhibit about their life and their visit to Disney World’. ... Each room followed the Ferraris through various scenes of their Disney World vacation. HP technology helped them buy tickets, sped their entry into the park, and scheduled their reservations for dinner. Another bit of technology helped them enjoy their favorite rides while minimizing waiting time. Back inside their hotel room at the end of the day, there was a final twist: A digital picture frame had automatically downloaded a picture of them as they rode a Disney World roller coaster.” “They took an abstract idea and made it concrete with an intense sensory experience.” Source: Made to Stick, Chip and Dan Heath agile42 | We advise, train and coach companies building software www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 24. Innovation Games®: Product Box • Limited space to get people’s attention and communicate your core message! • Product Name • Simple, core message • Slogan • Benefits (Unexpected benefits?) • Imagery, logos, characters • Testimonials / recommendations • Data sheet / facts / ingredients Photo credit: Laura Gilchrist http://www.flickr.com/photos/gilchristlaura/ agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12
  • 25. Conclusions agile42 | The Agile Coaching Company www.agile42.com | All rights reserved. Copyright © 2007 - 2012. Thursday, August 2, 12