Change Agent: Intake Survey

[andycleff]

I’m developing a new team / new client survey / intake / evaluation.

Looking for feedback…

Step 1: For the following areas of inquiry, list:

• What is going well? (Indicate with “+")
• What are some opportunities for change? (Indicate with “!")

1. Process Health: Day-to-day team activities and process
2. Release / Delivery: Ability to achieve continuous delivery
3. Product Development: Alignment of product features to user needs
4. Technical / Code: Quality of implementation and architecture
5. People/Teams: Health and well-being, resilience, pace and engagement

Step 2: Indicate if the change candidate (“!”) is likely:

1. kaizen (改善): a small incremental change; improvement
2. kaikakyu (改革): a step change to the current situation; reform
3. kakushin (革 新): a complete departure from the current situation; transformation and renewal; innovation

Lean Agile Coaching Intake Evaluation.pdf (128.2 KB)

[thostaylor]

@andycleff - This is good stuff… I particularly like the 5-dimensions. As a thought-exercise and/or coaching opportunity using this framework, what would it look like to go through these using a Fishbone diagram?

I do wonder however if the Japanese terms are a bit too specialized language-y. For outsiders or agile noobs, I’d worry that this might be off-putting.

If you’re not aware of Mike Burrow’s (of Kanban from the Inside fame) Agendashift, it’s worth a look from a change-agency perspective.

[bradstokes]

I’ve been letting this one mull around my brain.

Step one makes sense and I get.

I found the second step a little confusing as to the action I was supposed to take. I got it, but it took me multiple attempts to understand it. I’m not sure if it was the Kanji. I did find it jarring.

It might flow better with guidance and facilitation, but it may indicate the need for a slight bit of rework.

Thank you for sharing.

[andycleff]

Thanks for the input everyone.

Here’s a next iteration.

Step 3: Experiment Design
(i.e. hire the coach!)
Which could include things like:

• 5-whys
• Hypotheses
• Capabilities needed
• Metrics ecosystem for feedback loops

M3.0 Feedback loops:

[bradstokes]

That is much clearer