Using Scrum for Strategy Work

I'm continuing with the same subject I wrote about last week. Repetition is key to learning. And another important way to make things stick is to tie new information to previously obtained knowledge. At university I noticed the same thing with equations, groups of equations, matrices and linear operators (and functionals). Once you study enough maths you see how beautifully many things are connected...

But getting back to the point. I'm participating in our strategy work. Probably going into details about it would be wrong in so many ways that I won't even consider such option. But I think the (Agile) process how we are producing the new strategy is so interesting that I'd like to share it.

One way to produce a new strategy is to assign the task to a couple of persons. Then they spend some time (X months) to gather data and make relevant analyses and present resulting strategy to CEO and/or Board. Then the strategy might be accepted or some modifications are requested. Process is effective, because the people working on it don't need to negotiate much and they can move fast. On the other hand, the result is produced by the mental energy of only a couple of people. And these are also the only people who know the new strategy at the beginning.

In our case the work is split into work streams. Each work stream has an Owner, a Facilitator and a dedicated team. Teams produce their own piece of the general strategy puzzle, but they need to make sure they are aligned with the other work streams. This is achieved via cross-team communications (which is always non-trivial) and facilitated through weekly Facilitator Calls. Teams also have regular sessions when they all meet, present their current findings, challenge each others current results and generally push each other forward. This is also a session that feeds the overall strategy which will be the crystallized result of all the combined efforts.

If you have used Scrum with multiple teams you might spot some similarities. I think the work stream structure is a one-to-one match with a Scrum Team. It contains (Product) Owner, Facilitator (Scrum Master) and a (Development) Team. The Facilitator Calls are like weekly Scrum of Scrums sessions that are used for cross-team synchronization. (Of course this close relationship with Scrum is not that much advertized.)

I can't think of a good Scrum match for the session that combines the results of the different work streams, but there's one in SAFe model. These regular sessions bring to my mind System Demos. All in all the work is like traveling on board an Agile Release Train. The end result will be full-fledged strategy that is already well understood by the people who have been crafting it. And although this probably costs the company a lot more in the short term than a strategy crafted by only a couple of persons, I think it's a clever investment. If we have N work streams with M members, it totals N x M people who are already quite familiar with the new strategy. I think that is already a really nice sized Guiding Coalition.

And maybe still one thing that I want to add (because I'm so proud of it): the strategy process is out there in the open! Not in the basement, nowhere lurking in the darkness. Anyone is free to give input. People are encouraged to discuss and even the meetings are held in open space. Transparency. A cornerstone in Scrum. To me it signals trust.