
Agile Mentors Podcast
The Agile Mentors podcast is for agilists of all levels. Whether you’re new to agile and Scrum or have years of experience, listen in to find answers to your questions and new ways to succeed with agile.
Latest episodes

Jun 18, 2025 • 42min
#151: What AI Is Really Delivering (and What It’s Not) with Evan Leybourn & Christopher Morales
Evan Leybourn, co-founder of the Business Agility Institute, and Christopher Morales, a digital strategist with two decades of experience, dive into the real impact of AI on businesses. They discuss how AI may not be the expected silver bullet for innovation, emphasizing that human challenges often hinder its success. The conversation explores the importance of organizational agility, the crucial role of company culture, and the necessity for new skills in an AI-driven workforce, reshaping how businesses achieve growth and sustainability.

Jun 11, 2025 • 46min
#150: What “1 Billion” Scrum Classes Taught Us About Team Culture (and Captain America) with Cort Sharp & Laura Kendrick
Laura Kendrick and Cort Sharp hijack the mic to share what it’s really like behind the scenes at Mountain Goat. From Zoom bloopers to unexpected team bonding, they unpack how a fully remote team built a thriving, human-centered workplace.
Overview
In this special takeover episode, Laura Kendrick and Cort Sharp pull back the curtain on what goes into running hundreds of Scrum and Product Owner classes virtually—and why Mountain Goat's remote team still feels so close-knit.
With stories of early tech headaches, Slack banter, hilarious costume moments, and the quiet rituals that keep the team connected, they explore how remote work can actually foster strong relationships and top-tier collaboration. If you’ve ever wondered how to make a distributed team work (or just want a peek at some Zoom-era growing pains), this one’s for you.
References and resources mentioned in the show:
Laura Kendrick
Cort Sharp
#61: The Complex Factors in The Office Vs. Remote Debate with Scott Dunn
#147: The Power of Quiet Influence with Casey Sinnema
Run a Daily Scrum Your Team Will Love
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Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com
This episode’s presenters are:
Cort Sharp is the Scrum Master of the producing team and the Agile Mentors Community Manager. In addition to his love for Agile, Cort is also a serious swimmer and has been coaching swimmers for five years.
Laura Kendrick is the producer of the Agile Mentors Podcast and a seasoned Scrum Master who keeps virtual classes running smoothly. Outside the podcast, she helps clients apply Scrum techniques to their marketing and business strategy, bringing structure and momentum to big, creative ideas.
Auto-generated Transcript:
Laura Kendrick (00:00)
Welcome in Agile Mentors. As you may have noticed, I am not Brian Milner. I am Laura Kendrick, and this is Cort Sharp. And if you have taken a class with us at Mountain Goat in the last five years, there is a good chance that you have met one or actually both of us.
Cort Sharp (00:19)
I think it's like 90 % chance, 95 % honestly. We've been in so many of these classes.
Laura Kendrick (00:26)
Definitely, and oftentimes together too with one of us TAing, one of us producing, sometimes one of us teaching court.
Cort Sharp (00:33)
once in a while, once in a while. Yeah.
Laura Kendrick (00:37)
So we thought we would come on over here and hijack the podcast to share a little bit about some of the insights that we have gained from doing about a billion, maybe a little exaggeration.
Cort Sharp (00:49)
Roughly. Roughly. We've done roughly a billion classes with Mountain Goat. Yes.
Laura Kendrick (00:56)
We have seen a lot in the certifying of Scrum Masters and product owners and advanced product owners and Scrum Masters and all of the evolution of the classes that we have done. We actually hold quite a bit of insight into what is happening in this world. And so we thought we would come in, steal the podcast, and share a little bit of what we have seen, learned, observed, and really just kind of Honestly, some of the laughs and fun that we've had along the way.
Cort Sharp (01:25)
Also, I think, I don't know, just your intro right there is talking about, hey, we've seen the evolution of these classes. That just got my brain going of like, remember the first class that we did? Way like 2020. I mean, I was in my parents' basement with really terrible internet. It was a struggle.
Laura Kendrick (01:40)
Yeah.
Cort Sharp (01:49)
But we were working on like Miro boards or mural. One of the two, forget which, which tool it was, but that was, yeah, that was before team home. And then we got to see the first version of team home. We helped do a little testing with it. And then we've seen it grow all the way into this awesome tool that we have nowadays. And I don't know, just, just to me, I think it's cool to see how we've been iterating and be part of that process of the iteration process, um, to develop these classes and these courses into.
Laura Kendrick (01:52)
Mm-hmm. Mural. Yep. Mm-hmm.
Cort Sharp (02:20)
the truly awesomeness that they are today. Personally, I'd rather take a virtual class than an in-person class with Mountain Goat at this point.
Laura Kendrick (02:27)
It's funny that you say that because I notice actually the iteration of the experience like outside of the tech piece because you know, that's where my brain goes. Here's the difference between court and I. I'm noticing the interactions. But I've noticed, mean how people are interacting a little bit differently in the online space, how even our team interacts, like all of those things has become so much more sophisticated and amazing and
Cort Sharp (02:39)
Yeah, just a bit.
Laura Kendrick (02:54)
I mean, honestly, we sometimes talk on our team between like the producing and TA team where like I've referred to it as a perfect game if we don't need anything from the outside team, which occasionally we need a lot of support from the outside team, but we've we've got this down at this point. And it is it's become those first classes. I remember them being super stressful, like, my gosh, the breakout rooms and all the things and just being like, I mean, you couldn't do.
Cort Sharp (03:17)
Yes.
Laura Kendrick (03:21)
It was almost like learning how to drive where you felt like if you turned the radio knob up, you might actually turn the whole car. And it was like, so much anxiety.
Cort Sharp (03:31)
I mean, but we just didn't know Zoom then. Zoom didn't even know itself then, right? What Zoom is, ⁓ for those of you who don't know, we host all of our virtual classes on Zoom. And learning that platform, like I'd used it once maybe for some just, yeah, here's Zoom exists in one of my college classes. That was about it. But yeah, totally. was like, man, what does this button do? Hopefully it doesn't end the meeting and kick everyone out.
Laura Kendrick (03:34)
Yeah. Yeah. Yeah. That's so true. Yeah, no kidding. But you know what's really interesting too, though, is that it's been over five years now for both of us being part of the Mountain Goat team. And we all work remotely. And other than you and Mike for a little while being right down the road from each other, none of us had any actual interpersonal interaction with each other outside of Zoom email and Slack and the occasional, know, fretted text message of like, are you late? Where are you?
Cort Sharp (03:58)
Absolutely, yeah, totally. Yeah.
Laura Kendrick (04:26)
But other than that it like we truly were of and still are a fully remote team and the crazy thing about it is we have at this point once gotten together as a full team in person and it was such an interesting experience being having been fully remote and then being in person and in particular the team that is live on the classes
Cort Sharp (04:39)
Yep. Yep.
Laura Kendrick (04:51)
It was a very different interaction because we have this time built into our classes where the team gets on the Zoom call 30 minutes earlier than the students do. And we get this time to just honestly have like water cooler chat and like friend chat or occasionally see Mike get on and you can't hear him, but you can see that he is quite angry at his very elaborate tech system that is not working correctly.
Cort Sharp (05:14)
you That does happen. Yes, it does. ⁓
Laura Kendrick (05:21)
these moments, I feel like they really bonded us together. Because when we got together in person, it was old friends. wasn't even fast friends. It was old friends. And the banter even that goes on in Slack is fun and engaging and not rigid and confining.
Cort Sharp (05:31)
Yeah. Yes, absolutely. I agree with that. I mean, I'm just thinking back to like the first time because that was the first time I met you in person. aside from being like, wow, she's a lot shorter than I thought she would be.
Laura Kendrick (05:47)
Mm-hmm. shorter. By the way, court is like 6-4.
Cort Sharp (05:55)
Yeah, yeah. Not that you're short. But I've just always ever seen like, the profile like the profile picture. That's all that it's really ever been. So I'm like, yeah, you're like, what I would consider normal height, which you totally are. But in my mind, I was like, yeah, it's weird seeing, you know, your legs. That's funny. ⁓
Laura Kendrick (06:14)
We digress.
Cort Sharp (06:15)
But aside from that, was like we've known each other for three, four, four years because we've had that time to get to know each other. We've had that time to talk about just life events, what's going on, where we live, what's happening, what the deal is going on with life. Because we've been very intentional about having that time with that. The 30 minutes before each class were originally very much so used to take care of any tech problems. As the years have gone by, we've for the most part figured out the tech problems. Sometimes, you know, we'll change something out.
Laura Kendrick (06:48)
Except, hold on, except last week in Lance's class, we were talking about his dog and suddenly it looked as though Lance in his entire room did a cartwheel because the camera just fell. This is not a small camera.
Cort Sharp (07:02)
It said, nope, I'm out. ⁓ man.
Laura Kendrick (07:06)
So we still occasionally have the tech problem.
Cort Sharp (07:09)
Yes we do, yes we do. That's why we still do the 30 vimits.
Laura Kendrick (07:14)
The crazy thing about that is that when we landed at this in-person meeting, there were members of the team that at that time, and I in particular had never had any interaction with. so like other than the odd email or Slack message, so it was like really knew their name, but didn't really work with them up until that moment. And it was really interesting because at one point, the way that the leadership team had mentioned of like, well, if you need somebody to step in and talk to Mike for you, if you're not comfortable. And I remember looking at court and being like, Mike's the one I'm most comfortable with in this room because of that 30 minutes. I feel like I know Mike. I feel like we have an actual interpersonal relationship where I have no problem speaking up and saying the things that I need to. And that has made like those little water cooler times, those little
Cort Sharp (07:54)
Yeah.
Laura Kendrick (08:06)
bantery questions, them asking about my kids or hobbies or whatever. And just knowing those things made a huge difference in our team functioning. The communication across time zones was so much better and easier and safer.
Cort Sharp (08:24)
Absolutely. We were talking a little bit before we were recording about just people who want pure in-person no matter what. I think at this point, I will always push back on that and say, you might not get that quote unquote collaboration time that's naturally built in, but if you're intentional about it and you provide the space and provide the resources,
Laura Kendrick (08:32)
Hmm.
Cort Sharp (08:50)
And also, kind of push people along, have some, I don't know, working agreements or something of, hey, our cameras are on whenever we're talking with each other, unless something like drastic is going on or something's happening, right? Which I think we're going to get into in a little bit, but it's massive. It's crazy.
Laura Kendrick (09:03)
That's huge. Yeah, I mean, it is. I think we can definitely speak to that in our own experience because we've had, of course, there are moments where people don't have cameras. There are moments where people have bad connections and we'll encourage them in class, like turn off your camera, save your bandwidth. But there are also moments where we are doing private classes for companies. In particular, we've done some with companies that work with like Department of Defense. So there's like real security. issues there and so they don't turn their cameras on. Their cameras are totally disabled on their computers. And it is, I have to say those classes are some of the most like energy draining classes I'm ever present in because I'll be there with the trainer and I feel like I have to give all this emotional feedback because when you are talking to a black screen, that's, it's really hard to just.
Cort Sharp (09:47)
Hmm.
Laura Kendrick (09:58)
survive that because you're not getting any feedback from anyone. So you don't know what's happening and you're constantly questioning and the kind of banter in your own mind is like, God, is it landing? Is it not? And you're just not getting any of that physical feedback. So I feel like when I'm on a class with a trainer like that, I feel like I have to be like, that's funny. I'm like, yeah, good point.
Cort Sharp (10:19)
Yeah, you're kidding.
Laura Kendrick (10:21)
I'm tired
Cort Sharp (10:22)
You No, I get that. And I've had some pretty similar experiences too. I might not be as in tune with the emotional side as stated earlier. So I might not help the trainers out nearly as much as I probably should. But I do think cameras on just can make all the difference. And again, situations where it's just not possible. Absolutely understand that. One of our trainers, Lance, he
Laura Kendrick (10:39)
Mm-hmm.
Cort Sharp (10:47)
He always likes to throw out the phrase, look, let's approach everything with grace, patience, and mercy. So I like, which I really appreciate, and I like that he throws that out there. But I think that's a good thing to keep in mind of like, know, even though you have the company policy, you have the working agreement, whatever it is that says, look, camera's on all the time, sometimes it's just not possible. Sometimes it just doesn't happen. I recently had to figure out internet in the middle of nowhere, because that's where I live now.
Laura Kendrick (10:52)
Mm. No.
Cort Sharp (11:15)
And I was worried for a while that I wouldn't be able to put my camera on. But, you know, if if they came down to that, I know that it would be, hey, you know, it's a it's a unique situation. It's something different. And we're going to do we're going to work the best that we can with it and try to figure out maybe you can turn your camera on for any time you're talking or just any time you have something to say or, you know, if you're agreeing with something, you could briefly turn your camera on to show like, yeah, I'm nodding. I'm agreeing. I'm doing whatever. Right. But
Laura Kendrick (11:45)
Honestly, I think recently I had a very busy day and we communicate in back channels, of course through email, but also we use Slack as a team. And so I sent a direct message to court about something and I just like, I sent it in a voice? No. And court's response was, didn't know you could do that in Slack. But in those moments, I think there are other ways of doing it too, where you can bring the humanity out, where it's not just words.
Cort Sharp (12:01)
Yeah.
Laura Kendrick (12:09)
So often I'm actually thinking about there was one time that you and I were talking about something and I misread it as like, I like kicked something, like some hornet's nest in there. Like you were upset with me, but you were like, no, that was not my intention. And it's an amazing thing that that's only happened once in five years. There was that subtle nuanced miscommunication of I thought I had offended in some way and I hadn't.
Cort Sharp (12:18)
So. Yeah.
Laura Kendrick (12:34)
Just keeping that in mind though, in written word, tone is interpreted because probably what happened is I like offended my kid or my partner and was bringing that into the conversation with court. And it had nothing to do with what was actually happening, but adding in those personal things of your face, your voice, those things really do help move that human connection, which enables the teamwork that we've seen at Mountain Go.
Cort Sharp (12:42)
Yep. Yep. Mm-hmm.
Laura Kendrick (13:00)
I mean, it's amazing the way this team functions and it is not perfect. There are definitely communications missteps. There are definitely like, oops, forgot to leave that piece out of the information packet. It happens. It happens to everybody, but we're able to recover really quickly or even it's a safe enough space to be able to speak up and say, I think I got left out on this. And it's responded to in a really gracious and amazing way.
Cort Sharp (13:26)
It absolutely is. I mean, Mountain Goat's been remote for longer than the COVID stuff, the pandemic stuff happened.
Laura Kendrick (13:33)
Yeah. Well, Lisa's been with them for what, 10 years? I think it was nearly 10 years when we started, maybe 15. And Hunter's around the same. So yeah, they've been spread for a long time.
Cort Sharp (13:42)
Something like that, Uh-huh. ⁓ I know that they had an office space and that office space changed just in case people wanted to like come in, come to the office. I think at one point, one of them was in Colorado, which is kind of funny because several people live on the West coast. And then it's like, okay, yeah, come on, come on, swing by the... Colorado office on just a random Tuesday. Yeah, fly in, have fun. I don't know. Yeah, why not? I don't know what the deal was or what it was like, but they've been fully remote. And I think with the kind of runway that they've had leading up until the time where everyone had to be fully remote has really benefited Mountain Go in a lot of ways, because a lot of those early, like, how do we work remote? How do we do this?
Laura Kendrick (14:09)
I'd do that. Yeah, let's do it.
Cort Sharp (14:31)
kind of was ironed out, but back to your, your point to just like, it's, it's incredible how much support there is. It's incredible how much, how well communication again, it's not perfect, but how well we're able to communicate with each other and how well we're able to just say, yeah, let's, let's hop on a call real quick or here. I think most of us have like personal phone numbers. We, we use that as a very much so last resort type deal.
Laura Kendrick (14:57)
Yeah.
Cort Sharp (14:59)
But even then, it's nice to just have those open lines of communication and know that those are always available, but also know that people are kind of in our corner all the time too. And I think you have a pretty good story about this one. Something happened in a class a few years ago.
Laura Kendrick (15:09)
Mm-hmm. Yeah. Yeah. It was early on we had, it was a non-Mike class. So it was one of the other instructors and there was a student who was just challenging. And in the end, it didn't go well in the moment, to put it, just to kind of like not go into grave detail about it. But Mike wasn't there, right? And so The thing that was interesting though is the first piece of communication that came from Mike, which was before that class even broke, right? Because it was one of those things of like, we have to share. As a team, we can't hide it. We have to share that something happened in class that was less than ideal. And so we did. And the immediate response from Mike was in support of the team. And later on, he did go and review the tape of the, because the classes are recorded, not for this purpose. They're recorded actually so that the students get a recording of the class afterwards and can return to what, you know, all the things that they learned because it's a lot to take in in two days. But in this one instance, it was beneficial in this way because Mike could actually see rather than taking people's words, what happened. And I think the important thing is not even what happened after, but what happened in the moment. that he instantaneously was like, I've got you. Like no matter how this goes, we're a team and I'm gonna support you as well. And that was actually, that was pretty early on for me. And it was in a moment where I didn't know Mike that well yet. And it was actually this very solidifying moment for me that was like, I'm in the right place. Like I am part of this team, not just a minion or an employee. Like they care about all of us.
Cort Sharp (16:48)
Mm-hmm.
Laura Kendrick (16:56)
and we're in this together, even if it turns out that we're in some form of trouble, it's still going to be thoughtfully managed and handled rather than just the kind of lashing out that can happen in so many environments.
Cort Sharp (17:12)
Right. And, and that experience, cause I think we were all included on that email. Like I, I wasn't in the class when it happened, but I do remember getting that email and it just was a clear communication from kind of head honcho Mike, right? A top dog saying, yeah, no, we, we got your back. on, we're on the same team. We're all working towards the same goal. And when I, when I read the email, I was like, wow, that was an eventful class. but.
Laura Kendrick (17:26)
Mm-hmm. us.
Cort Sharp (17:38)
My second thought, my second thought was, huh, this very similar to what you were saying of like, wow, this is a great place to be. This is a great company to work for. These are great people to be working with and alongside. ⁓ but also like, I know so many people whose managers, whose higher ups would say, Nope, you're in the wrong. You should have done better. Your toast, blah, blah, blah, blah. Like putting all the blame on you. Absolutely. Yeah. Yeah.
Laura Kendrick (17:52)
Mm-hmm. Yeah. The knee jerk. Yeah. Yeah.
Cort Sharp (18:07)
And it just, makes me think all the time of like one really blessed, like very fortunate to be here, very fortunate to work with mountain goat. but also people don't quit jobs. They quit managers. They quit leadership more often than not. And, not that I'm talking about quitting mountain goat, but, neither, neither of us are throwing that out there right now, but just like,
Laura Kendrick (18:20)
Mmm. Yeah. No, but interestingly in five years, I've not seen anybody quit. I mean, we've had people kind of go down separate paths, but nobody has been throwing their hands up and been like, I'm done. I can't be in this. There have been people who have taken other opportunities that they needed to take for their own businesses. But yeah, nobody's quit. In five years, no one has quit, which speaks volumes to the culture that is created in an environment where
Cort Sharp (18:37)
Mm-hmm.
Laura Kendrick (18:57)
And I also want to be clear that that response from Mike also, it wasn't disparaging to the other party either. It was simply a, like, it just let us know that I see you and this, you were in a hard moment in the moment and you had to react like a human being and you as a team, I've got your back and this is, you know, great. And to be fair to that was like in the heat of COVID.
Cort Sharp (19:24)
Yes, yeah It was yeah
Laura Kendrick (19:27)
good times. But there's also been a lot of fun that's happened in class too, which is, I think that makes a big difference. Like where we are, I don't want to say allowed because I don't think that's right, but like part of the culture is to have fun. Like Mike is a pretty funny guy. Brian's a pretty funny guy. Like honestly, the whole team is quite humorous and it's, we're allowed to like make these really fun things and
Cort Sharp (19:48)
Yes.
Laura Kendrick (19:52)
in response to like when we see them in class, like, we foster those two and it becomes this really fun working environment, not only for us, for our students. You brought up one that I had totally forgotten about with the costume. That was good.
Cort Sharp (20:06)
⁓ yeah, I, I, yeah, I'll, I'll get into the costume thing, but I think the word you're looking for instead of allowed is enabled. Like we're, we're enabled to have fun. We're encouraged. Absolutely. Yeah. A hundred percent. If you ever hung out with Mike or, or taking a class with him, you've probably heard some funny stories.
Laura Kendrick (20:13)
Yeah, Encouraged, in fact. And my gosh, the one class too where Mike was asked how long they'd have access to like the videos and stuff. my gosh, Mike ended the class and it was a super engaged Chipper class. Everyone was laughing and Mike brought it down. Cause he did his usual thing where he talked about, what does he say? You have access as long as the internet exists and I'm alive. And then he went into great detail. great detailed speculation about what will happen once he's not alive. It went on for like five minutes.
Cort Sharp (20:58)
Yeah, where where he's like, yeah, you know, my kids will probably be like, what's this? What's this old website that dad's still hosting? Guess we'll we'll close that up 10 years down the line or whatever.
Laura Kendrick (21:09)
Dumbfounded. It was so good. But anyhow.
Cort Sharp (21:13)
man. But there was, I don't even remember why this happened in the class. don't think it was around like Halloween time or something. think the person, actually, I think the person does this to go to like local children's hospitals or local hospitals and just visit. But I get on and I'm normally the PM producer. So I normally hop on in the afternoon. And I took over from Laura and
Laura Kendrick (21:22)
No, it wasn't. think so.
Cort Sharp (21:39)
Laura was like, yeah, you know, pretty normal class. This happens, whatever. We're good. And I hop on and people start turning their cameras on. And then all of a sudden there's this dude in a Captain America costume. Like what? He's got the mask. He's got the, the, the uniform. He's got the shield and everything. And I was like, what is happening? What is going on? Come to find out he was telling his story.
Laura Kendrick (21:50)
Like full on math.
Cort Sharp (22:04)
Yeah, I do this. This is cool. And Mike was like, that'd be awesome to see. He went out, put it on and took the rest of the classes Captain America. So we have certified Captain America.
Laura Kendrick (22:12)
Awesome. We've had, there was the guy who was put on like a crazy hat for the first session and then came back for session two with a different crazy hat. And then other people started wearing crazy hats. And by the end of it, like by the final session, almost the entire class was sitting there with some like their kids stuff on their heads. it was.
Cort Sharp (22:34)
You
Laura Kendrick (22:36)
But was this one, like it stands out of the billion classes we've done. It stands out in our minds as these really fun moments. I remember the class where it was a private class, so it was for a company or team. And there were, it took me until the very end to, it was early on, so it took me until the very end to get up the gumption. There were five mics in the class. And finally I was like, I'm just gonna put them all in the same room and see if anybody notices.
Cort Sharp (22:36)
People just... Yes. Didn't they notice like right away, they all came back and they're like, team Mike is back in action or something, right?
Laura Kendrick (23:04)
I don't think they said anything, but they did. The instructor went into the room and like, yeah, they noticed. Good. My passive aggressive humor worked.
Cort Sharp (23:10)
Hehehehehe It's fun. It's all good. But it's also like going back to us being able to do this before I figured out kind of my background situation, I would always put up virtual backgrounds and I would just change your background every time and see if people noticed. And it wasn't, it was a lot of Disney. Yes.
Laura Kendrick (23:23)
Mm-hmm. Disney. That's the thing though. That also, that kind of stuff built a little bit of a relationship as well. like it was, court was always going to have something for Disney. I had one that I would, when I finally found the one I liked, I kept that one for a long time. And Mike would occasionally, when I wasn't in a class, he would send me a screenshot of somebody via email and be like, somebody's in your house with you. Cause they would have the same background.
Cort Sharp (23:52)
Yeah!
Laura Kendrick (23:56)
those little tiny things make the relationships and make the team function and make us giggle. So I'd be like out with my kids and see an email and be like, oh no, Mike, what does he need? And then click in and be like, you know, actually more often than not, it would probably be like, am I missing class? See, I'd be like, oh, that's funny. But you know, it builds that relationship. And I think it's why this remote working has worked so well for us. And I'm totally with you where I, when people are
Cort Sharp (24:13)
You Yeah.
Laura Kendrick (24:26)
railing against it because of my experience. like, you're crazy. This is great.
Cort Sharp (24:31)
Exactly. I'm like, how can you not want to just chill out, hang out in your home, chat with some people, get some work done, and like, you're good. Who despises that? Who doesn't like that? don't know. It's, Exactly, yeah. But I do think it does, it comes down to being intentional with it. We were talking about that 30 minutes before that used to be primarily tech troubleshooting.
Laura Kendrick (24:47)
I know, you get to do things on your own time too.
Cort Sharp (25:01)
but has since kind of evolved into, okay, so everything, like, I don't know about you, but the vast majority of time, unless a camera's fallen, the vast majority of time, it's, all right, does everything look good? Yeah? Cool. Sure does. Whoever I'm working with, awesome. So, what'd you do this weekend? how was this? ⁓ sorry, sorry that the Avs lost to the Dallas Stars. Yeah, I'm sorry too. Stuff like that, right? Where it's just,
Laura Kendrick (25:19)
Yeah. It's water cooler talk.
Cort Sharp (25:29)
It's fun, but we're very intentional with having that time to do that. And I think if you're not intentional in setting up that time, whether if you're working remote hybrid, you're not going to get it. And it's not just going to naturally happen because it is so much more difficult to produce. it's impossible for it to just kind of naturally pop up without taking away from some other intentional time. so I think in, in this this world that we're living in where there is the option to work remotely and there is this really big push to go back in person. I'm saying stick with remote, take your 15, 15 minute daily standup, and turn it into, you know, say, Hey, I'll be on 10, 15 minutes early. If anyone wants to come hang out, come chat. And make it worth it. Make it a valuable time because that is the time to connect and that is the time to say, yeah, cool. How are the kids? How was your weekend? Did you grill up some good hot dogs during this last weekend? What'd you do? Like, what was going on? ⁓ Build up that stuff.
Laura Kendrick (26:23)
Yeah. We also have Slack channels too, that are like that. Like there's a Slack channel for our team that's just movies, books and TV shows. That people, it'll get active at certain times and it'll be totally dead for a while and nobody's cultivating it. It's simply that somebody will pop in like, I just watched this and it's great. And they've set up also like the automatic bots, cause Mike's a big fan of James Bond. So like if somebody mentions James Bond, the Slack bot will say something quippy and it-
Cort Sharp (26:39)
Yeah. ⁓
Laura Kendrick (26:58)
But it adds that little, like, little bit of humor, little bit of humanness to even though, like, the people that we have time to interact with like that is the team that's in class. So I don't, I mean, it wasn't until we were in person that I met our CTO. He was kind of an enigma, you know?
Cort Sharp (27:10)
Yeah. Mm-hmm. He was just in the background. Things just magically showed up digitally.
Laura Kendrick (27:23)
It was in my email and my Slack sometimes, but it creates that thing of like, now I know things about Hunter. Yes, of course it was because we were in person. I heard lots of stories and all that fun stuff. But also I know about like some of his like TV watching stuff. I know occasionally like what his wife likes to watch because sometimes he'll like pepper in something that, she dragged me into this and not my cup of tea. But it's those little bitty things that you start to learn about the people.
Cort Sharp (27:39)
Mm-hmm.
Laura Kendrick (27:50)
that makes them human and gives that space. And I also, think it's important to have it be a little bit of white space. so often we talk about cultivating the conversation and like, can you have icebreakers and get people engaged? And yes, those things are so important, but when it's with a team, you need to do those things, but you also need to create the empty space where maybe you have that daily standup or that... weekly meeting or monthly meeting, whatever that is for your team. And maybe at the end of it, it's just leaving the call going and allowing people to just talk. I mean, we did that as a producer team that we would have a meeting as producers that would be very structured and then kind of the official meeting would end. And there would be times where as a team we'd be on that Zoom. I'm like, thank goodness nobody needs this channel. Cause like we'd be in there for like two and a half hours.
Cort Sharp (28:26)
Yeah. Yeah.
Laura Kendrick (28:42)
just talking. And of course, it wasn't, you know, it wasn't billing time. It wasn't, you know, it was just us being friends and hearing each other and sometimes ranting and complaining and doing the things of like, this part was hard and like, yeah, well, people need the space to do that and feel seen and heard. And the only place they're going to get that is in the white space.
Cort Sharp (29:01)
Yep. Exactly. Yep. And where my head went when you were talking about the white space, I love where you just went to because that's absolutely very true. But where my mind went was the newest kind of Slack channel that that's been set up, which is the artificial intelligence. Yeah. Where we just we just it's cool because I'm interested in AI. I think everyone's interested in AI right now. Things are things are going in all sorts of wild directions with it. There's there's all sorts of possibilities that we can do with it.
Laura Kendrick (29:17)
⁓ Yeah, that one's Yeah.
Cort Sharp (29:32)
And Hunter just threw out, who wants in? If you want in, cool, I'll get you in. If not, and you're not interested in AI, let me know when you are, because it'll be at some point, I was going to say. It's just another full group one. Yeah, we just.
Laura Kendrick (29:39)
Yeah. Pretty sure the whole team's in there. But it is fun. Like Hunter and Mike do deep dives and Brian too. And I'm like, wow, I just get to swim in that pool. It's really
Cort Sharp (29:50)
Yes. Yeah, yeah. You just kind of get a glean from what's posted in there and say, oh yeah, I am really interested in the automation side of AI. I want to do, I think I threw in there one time, like this whole GitHub repository that has just from zero to hero AI, here's a two week crash course. And I've been working my way through that. It's taken a lot longer than two weeks for me. I've been working my way through that. And it's opened my eyes to say, okay, now this awesome thing, think Mike just threw in there something about someone using it at Disney, I think it was, and how they were using it at Disney to propose, here's a cool way that we can use AI to help our proposals go faster or help our marketing campaigns go faster or whatever it is. And just learning and seeing and...
Laura Kendrick (30:38)
Yeah.
Cort Sharp (30:44)
growing together as a team as well and having that space of, yeah, you know, here's what here, here are these articles that I'm reading. Here's the ones that stuck out to me. And to have that space, I think also is, is really interesting to me too, not just because I like learning, but it's also like, I feel like, okay, I can talk with Mike about AI. I can talk with Hunter about AI. I can talk with whoever about it. And we're all relatively on the same page because we're all relatively getting the same information.
Laura Kendrick (31:14)
Yeah, yeah. I feel like having the Slack channel has been really helpful and all the white space and even honestly the in-person event, there was white space built into that too. There was definitely a lot of structured meetings because of course when you are bringing everyone in from all over the country and actually the world, have a team member who is in the UK too.
Cort Sharp (31:26)
yeah.
Laura Kendrick (31:37)
flying a great distance and being in a space together, it's got to be structured. You have to make that worth the time and effort and investment. But also there were dinners, there were shows that happened, there was fun built into it, and there were options of not just like, I'm forcing you to go to this, but like, here's a choice. Would you like to do this or that? And those things have made a huge difference in breeding the like belongingness.
Cort Sharp (31:55)
Mm-hmm.
Laura Kendrick (32:05)
and the feeling like we are actually a team. And even though there are definitely times where the frustrations arise, of course, I mean, who doesn't have frustrations, but it's a space where they can be vocalized, they can be talked through, and it's all due to that togetherness that we have, that connectedness that has been built through, honestly,
Cort Sharp (32:05)
Yeah. Mm-hmm.
Laura Kendrick (32:30)
just being in these like casual fun spaces is where that comes from in my opinion.
Cort Sharp (32:36)
Yeah, I agree with that. Just having the space to talk about whatever. But I think it's all rooted in communication, right? So in various methods of communicating and various ways of communicating too, where it's not just exclusively Slack, email, written text, we have that space there. But we do still run into some communication problems, right? There's...
Laura Kendrick (32:41)
Yeah. For sure, for sure.
Cort Sharp (32:58)
there's all sorts of communication problems that we're gonna run into because especially we are text-based heavy, but we're not exclusively text-based. But I think you were talking about a story where Mike was late one time or Mike's late story about communication and what was going on with that.
Laura Kendrick (33:12)
he tells it in class. He tells a story in class with that. It's one of his examples that he will pull into fairly frequently with an experience with a team where somebody was always late to the daily standup and they realized that it had to do with the fact that they had to drop their kid off at school. And so it was that simple communication shift of asking instead of assuming, asking which... They've put into practice too, like I recall early on hearing like, do you prefer to be communicated with? And like we've had these conversations that court and I have a tendency to be more slack people. But Brian has stated that for him, like when he's teaching slack is like his emergency line. And so like knowing that I'm not going to send him something through slack unless I desperately need him to see it when I can land it in his email versus Lisa and Laura are much more
Cort Sharp (33:43)
yeah. Mm-hmm. Mm-hmm.
Laura Kendrick (34:04)
they're going to be in the email. Like that's just where they live and they are less likely to be in Slack. So it's just knowing those things have also helped us build the right kind of streams of communication. I'm pretty sure Hunter is everywhere all at once. Like he's omnipresent. You can get him anywhere. I know it. I'm in New York and he's in California. I'm pretty sure if I whispered his name, he's hearing it right now.
Cort Sharp (34:06)
Right. my gosh. He's the enigma. He's the enigma everywhere. I was gonna say, I'm surprised he hasn't popped into this. We've said his name three times. It's, he just knows everything and he's always got everything coming through and no matter what you need, he's any message away. Slack, email, could be carry your pigeon. I don't know, something like that, right?
Laura Kendrick (34:43)
Yeah, his next Halloween costume needs to be Beetlejuice, so I'm sending that to him. my goodness. But I think at the end of the day, the practices that have been put into place that you may have felt in our classes too, have helped really grow this team into what it is. There's a lot of strength here. There's a lot of fun here, but there's a lot of hard work here too. And a lot of, there have been hard moments where we've all just kind of put our heads down together and moved through the hard moments as a team with a lot of support and a lot of.
Cort Sharp (35:12)
Mm-hmm.
Laura Kendrick (35:15)
Just trying to be in it and be like kind of move things where it needs to go. I don't know what the right word is as a team. It's redundant.
Cort Sharp (35:22)
I think it. Yeah. But I think that that does show in our classes a lot, right? You and I have both taken a class outside of the mountain goat sphere, ⁓ and I'm not I'm not dogging on anyone. I'm not trying to talk down on anyone. But I got out of that class. I was like, man, we are light years ahead of that.
Laura Kendrick (35:30)
Mm-hmm. Mm-hmm.
Cort Sharp (35:49)
that kind of interaction and that kind of experience. was the information that I got out of that class was awesome, superb. It was great. But just the amount of energy and effort and time that has been invested into these Mountain Goat courses, it's far and away just, it shows. And it shows how much of a level up it is to take a class with Mountain Goat. And I do think partly, you know, I'm boosting my own ego here. But I do think partly it is because we are surrounded with some awesome people and we have some awesome people working together and awesome support on every call, every class that you take with us, right? You don't have to, like the instructor can focus on just instructing. And we, more often than not, we are typically in charge of everything else. Make sure that any tech problems, any issues, anything that's going on, right? Yeah.
Laura Kendrick (36:32)
Yeah. Yeah. I remember the early days. Like you just brought up a memory that apparently I had stored in the trauma bank. I remember the early days though being, because I would often, because I'm on the East Coast, court is in mountain times. So, often I would be the early person just because it's easier for me. was mid morning for me. we would start class and it would be just, especially honestly when like people were figuring out Zoom and all this stuff, it was... stressful. Like they were just, it was just question, question, question, problem, problem, problem. And we would get to the first breakout and I would send everyone away and the instructor would be like, that was great. And I'm like, was, you know, just totally frazzled. But the point was, is no one else felt that. And it was, I was in my Slack and working with the team, working with Hunter, things fixed, working with Lisa, making sure the person was in the right place.
Cort Sharp (37:20)
Yeah, glad. Mm-hmm.
Laura Kendrick (37:33)
and doing all these things. And though that has died down because we've all gotten very good at our job and the systems in place are amazing at this point, it still is like, that's the whole point. We worked as a team so that the instructor could deliver an amazing class and be present with his students. And we could be here or her, because we do have hers too, I should say. They're students. And we were here taking care of the things that needed to be taken care of, which was, yeah.
Cort Sharp (37:54)
Yes.
Laura Kendrick (38:00)
Though I had forgotten about that. Thanks for that.
Cort Sharp (38:02)
Yeah, sure. Yeah, it's gotten easy, right? ⁓
Laura Kendrick (38:04)
Yeah, it does. But that's at the end of the day, that's how a good team is. I think that we can kind of end it with this thing of Mike has created this environment and it definitely comes from him. Like it's is rooted in the founder for us because we're a small team, small but mighty. But he it's rooted in his like engine of creativity, efficiency, and just love of innovation. And that has kind of
Cort Sharp (38:18)
Mm-hmm.
Laura Kendrick (38:34)
folding that in with seeing all the people as humans, and with flaws and different talents and all those things and human interaction is messy and folding all of that in has actually been what has bred these amazing class experiences for our students and also this rewarding and fantastic team experience for the people behind the scenes as well. And I think the lesson
Cort Sharp (38:39)
Yes. Yep.
Laura Kendrick (38:59)
comes from that, that if we can fold those things in together and make space for humans to be humans and also have this amazing expectation of creativity and innovation, then it's all going to happen.
Cort Sharp (39:06)
Mm-hmm. Mm-hmm. Yeah, absolutely. I 100 % agree with that. I mean, it does come down to Mike and Mike is a fantastic leader. It's awesome. I also want to raise Mike, but.
Laura Kendrick (39:28)
Nice. Not passive aggressive at all. On that note.
Cort Sharp (39:29)
Yeah, you know. No. I'm just joking, right? We're able to have fun. We're able to joke around. But it does come down to leadership, right? And I think that's true on any team. And we have just we've been so fortunate to be able to experience it firsthand and go through this awesome transformation from being in person to fully remote, even in the class teaching stuff. And it's been really, really fun. really, really enjoyable. I, you know, you don't love every day. There are jobs, right? It's a job. But I'm not gonna lie. I'm not gonna lie. It has been fun. It has been enjoyable. But I don't look back on it and be like, wow, these last five years were just all terrible. No, it's we've had great leadership. We've had great interactions with with everyone. And I think
Laura Kendrick (40:05)
You should have just left it at really, really fun and enjoyable. Mic drop, goodbye.
Cort Sharp (40:28)
It's just come down to the people that we're working with and the people that we're engaging with consistently. And our leadership, Mike, has fostered an environment very, very well that is around fun, around communication, around enabling us to grow, to learn, to try new things, to move forward. And I really feel bad for companies who don't have that kind of leadership. that's, it's a tough spot to be in, but, I'm really, we're really blessed and really fortunate to, to be able to work here. And I hope this, this little peek behind the curtain, kind of encourages you to you, the listener, guess, whoever, whoever's out there to take a, take a little step back and say, okay, what, what am I doing as a leader within my sphere of influence to help my team be a little more human and embrace the humanity side of stuff? Not just pushing for more, we need more, more productivity, more AI, more everything, right? Yeah. Use AI, make it a tool, but just remember you're, building stuff for, for people. You're working with people all the time. And I think that's something that Mike has never forgotten and never will forget and never will let fall to the wayside that we're all people and we're all here working with each other.
Laura Kendrick (41:43)
Yeah. Couldn't agree more. Well, on that amazing note, thank you, Cort, for joining me in this hijacking of the podcast, the Agile Mentors podcast. And we're going to turn it back over to Brian, who's going to walk you right on out.
Cort Sharp (41:54)
Happy to.

Jun 4, 2025 • 33min
#149: How Agile Action Drives Strategy with Boris Gloger
Boris Gloger, a pioneering agile strategist and Germany’s first Certified Scrum Trainer, dives deep into the relationship between action and strategy. He discusses the importance of fostering a bias toward action in Agile environments, emphasizing the need for experimentation to combat stagnation. Gloger unpacks common misconceptions about failure and how innovative technologies like AI can reshape organizational habits. He also shares insights on overcoming barriers to an Agile mindset and cultivating leadership that embraces experimentation.

May 28, 2025 • 49min
#148: What It Really Takes to Lead Change That Sticks with Sherri Robbins
Can you lead meaningful change without burning people out—or yourself? Sherri Robbins thinks so, and she’s sharing how she’s done it in high-stakes, high-complexity environments (with her sanity intact).
Overview
In this episode, Sherri Robbins joins Scott Dunn to talk about what it actually takes to lead large-scale change across teams, departments, and vendors without losing sight of your values—or your people.
From agile leadership lessons and real-world mistakes to personality-aware management and learning how (and when) to let teams fail forward, this conversation goes far beyond frameworks. If you’ve ever tried to implement something new and wondered why it didn’t stick, this one’s for you.
References and resources mentioned in the show:
Sherri Robbins
Switch: How to Change Things When Change Is Hard by Chip Heath & Dan Heath
Start With Why by Simon Sinek
Five Lessons For Agile Leaders
Join the Agile Mentors Community
Subscribe to the Agile Mentors Podcast
Want to get involved?
This show is designed for you, and we’d love your input.
Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one.
Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com
This episode’s presenters are:
Scott Dunn is a Certified Enterprise Coach and Scrum Trainer with over 20 years of experience coaching and training companies like NASA, EMC/Dell Technologies, Yahoo!, Technicolor, and eBay to transition to an agile approach using Scrum.
Sherri Robbins is a 20+ year veteran in the medical device industry, blending strategic execution with deep regulatory and quality systems expertise to lead enterprise-wide transformations. She’s a thought leader in Agile implementation, known for aligning cross-functional teams, building psychological safety, and driving change that actually sticks.

May 21, 2025 • 37min
#147: The Power of Quiet Influence with Casey Sinnema
How do you lead change when you’re not the boss? Casey Sinnema shares what it takes to build trust, influence outcomes, and make Monday feel a little less dreadful.
Overview
What happens when you give a self-proclaimed utility player the freedom to poke holes in broken systems and lead cross-functional change without official authority?
In this episode, Scott chats with Casey Sinema about navigating ambiguity, building trust without a title, and leading impactful change through curiosity, clarity, and a deep understanding of what people actually need.
References and resources mentioned in the show:
Casey Sinnema
Wolf Pack by Abby Wombach
The Let Them Theory by Mel Robbins
Micromanagement Log
Subscribe to the Agile Mentors Podcast
Join the Agile Mentors Community
Want to get involved?
This show is designed for you, and we’d love your input.
Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one.
Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com
This episode’s presenters are:
Scott Dunn is a Certified Enterprise Coach and Scrum Trainer with over 20 years of experience coaching and training companies like NASA, EMC/Dell Technologies, Yahoo!, Technicolor, and eBay to transition to an agile approach using Scrum.
Casey Sinnema is a self-described utility player who’s built a career by asking great questions, poking holes in broken systems, and leading meaningful change across teams—without ever needing the official title to do it. With a background in accounting and a talent for cross-functional problem solving, she brings curiosity, empathy, and real-world savvy to every challenge she tackles.
Auto-generated Transcript:
Scott Dunn (00:01)
Well, welcome everyone to another episode of the Agile Mentors Podcast. I am your takeover, not your normal host, of Brian Miller, who's done a smash up job over a hundred plus episodes if you haven't checked those out. But part of the podcast takeover was not only a fresh voice, but also perspective and a lot of what I typically focus on for the people who know me. On leadership and culture and leading change. And I thought of no one better that I'd rather talk to about some of this. Casey Sinnema and I'll give you a little bit of introduction about who she is, what she does. Maybe also I think it'd be fascinating Casey on how you yourself in the role that you have. I think it's kind of a cool role, at least on paper. You can flesh that out a little bit more but I'll hand off to you. Tell us a little about yourself.
Casey (00:46)
Yeah, hey, thanks for having me. Yeah, so I currently am most often referred to as a utility player. And I'm still trying to figure out my elevator speech for how I talk about what I do because my role, my title is manager, which doesn't say much, right? And I actually don't do a function, but the easiest way to talk about it is I'm a project manager of sorts. I'm involved in a wide variety of projects from a varying level of involvement, from leading the project to leading the change to being a key stakeholder to just being the voice to leaders or executives or that type of thing. So yeah, I am a little bit of everything. And I got here on accident. I have...
Scott Dunn (01:32)
I was...
Casey (01:34)
You know, way back in the day when I was, you know, doing the like, what am I going to do for the rest of my life? I'm like, I just want a marketable skill. So I have a business degree and I went into accounting and I quickly became the troubleshooter. So I would go into a company, troubleshoot, fix the process, fix something broken, and then find myself in another company doing the same thing. And, so throughout my career, I've just sort of built this unique set of skills that allow me to poke holes in processes. and help companies fix them and then kind of find the next thing. So that's just kind of how I wound up here. I've been at my current company for almost a decade, which is going to be a record for me. And, but I'm still doing the same thing. I'm moving around the company and finding new places to, you know, rock the boat a little bit.
Scott Dunn (02:20)
Cool. Very cool. Yeah. It does sound like you have a number of things on your place to where that makes kind of expand on that a little bit and where you comfortably share those stories as we go through some of this because there's a lot, there's a lot more underneath based on what Casey shared before. And I love it that you found yourself like a happy accident and I guess have enough challenges and learning and growth there as long as they move you around that you're, you know, you need to be working on that are meaningful. things to be working on.
Casey (02:51)
Yeah, absolutely. That's the biggest thing, right? Is to like find work that you find valuable and that has an impact on the people around you, which is, know, squarely aligned with my values.
Scott Dunn (03:01)
Well, you touched on one thing that I know a number of other people could relate to and I could too as well as the kind of troubleshoots process can just easily see that things aren't working at a larger view. Some of that. maybe add on a little bit. What is it like about your role? For those who are kind of thinking they're in quasi space, they can hear you talk about that role and like, hey, that sounds like me too. What are the points of that different projects, different things you're involved with that that's what really lights you up?
Casey (03:27)
Yeah, I, it's so interesting because a lot of us find that the things that we're good at are the things that, you know, give us energy and that motivate us, right? I happen to be uniquely skilled at poking holes in things, including in my own life. So it works in my personal life as well. I could just sort of see things from different perspectives and find the gaps. And so it just sort of on accident. I think what's interesting is
Scott Dunn (03:43)
You Hmm.
Casey (03:53)
throughout my career and throughout my life, the biggest challenge has been to hone that skill for good, right? To lead with kindness and to manage my expectations along with the expectations of the world around me and troubleshoot the things or poke holes in things that need holes poked in instead of like everything. You know what mean?
Scott Dunn (04:15)
I love that. Two things that I want to, I guess, add on a little bit more there. One, you mentioned something and the other thing is I think you might just put out there like, same thing from different perspectives. I imagine for the people, we've all been around folks who just they only think their way. And you're just kind of reflecting on that. But Keith, it sounds like you can go into a meeting and you can hear three different state views and you can genuinely understand from their perspective why that's important to them or why that's a problem to them, right? If I'm hearing you.
Casey (04:42)
Yeah, absolutely. That's really key in all of the different types of projects that I've played a part in, right? Like hearing things from different people's perspectives and really understanding what they're looking to get, what they need and what's in it for them and being able to connect those things across stakeholders.
Scott Dunn (04:59)
Yeah, that's powerful. Yeah, but looking for commonality, alignment, et cetera. I do think there's a specialness, and we've talked about it a bit, like in the facilitation class, that looking for those folks having common and generating alignment is a unique gift that we just don't see a lot in corporate people kind of lobby for what they want. And actually, it's, it would be an afterthought to think about other people's perspectives and yet who draws different areas of the company together who are to get some new about the door or whatever like that. So you're kind of touching on that, which I think is really powerful. Is there anything that you see as like a go-to mindset that you bring in those situations or go to like tools that you're kind of using, whether that's things you're doing in writing down or in mural or even just how where your head is at when you walk into some of those meetings where you feel they have different perspectives and on the same page, you're supposed to walk out of that session on the same page.
Casey (05:51)
Yeah, the first one is to sort of leave my ego at the door, right? What I think is the right thing can't come in the door with me, right? Like I, of course I'm influencing, right? Where I feel like it matters. But it's not, I'm probably not the decision maker and the people that are not on the same page, when they need to get aligned, they need to be able to get there on their own. So what I think is the right way, I got to leave it at the door. So that's my number one thing.
Scott Dunn (05:57)
heheheheh.
Casey (06:18)
And then the next thing I do is just really stay curious, ask lots of questions, actively listen, model that active listening behavior so that everybody else is also actively listening. That's a big thing. And really just sort of helping people find a common language, I think, is really important. So I do a lot of restating what I'm hearing so that other people can maybe hear it from a different set of words and connect it.
Scott Dunn (06:29)
Hahaha
Casey (06:42)
more readily to the way that they're thinking about the topic.
Scott Dunn (06:45)
Yeah, you say these as if they're like, I mean those are short little pithy statements, but boy, powerful. I think it reflects an attitude beginning with what he said as the ego is like, we might know a whole lot, we gotta leave that at the door. Just at work, awesome. Here and you say something, I'm making notes like this would be good in life too, right? In personal life and relationships, stay curious, active. Don't assume that the way you see it is reality, right? So, I think that's super. The other thing you mentioned though was about Go ahead.
Casey (07:17)
I will say I'm better at it at my job than in my personal life because,
Scott Dunn (07:23)
Of course, I think, yeah, for everyone listening, they're like, me too. Why can't I do this? I can tell some stories. So the other one, though, you should just poke holes as if like, it's this little thing we're doing. But there might be something inside. I think I might be able to relate that is driving perhaps towards this isn't running as well as it could, or this isn't running. I think we know that, or this could be better. Something inside you that that you feel is churning, that you're seeing holes no matter what that is, if it's a small process, large process, a team, multiple teams. Tell me a little bit more about what does that mean to you when you say poke holes in things? What's running through your mind?
Casey (08:01)
Yeah, it's complex, right? Because sometimes it's really easy. This is broken. you know, right? Or there's a bottleneck, something that's really like you can, it's data driven, you can see in the data where something is not working well, that those are the easy ones, right? And you can just start asking sort of the five whys or the finding the root cause of what's happening there.
Scott Dunn (08:06)
Those are the easy ones, yes.
Casey (08:26)
But in the case where there's friction or there appears to be barriers or there's just this. any kind of challenge or even when there's not a challenge, quite frankly, I have this unique ability to like listen across people and across like data and technology. That's a weird thing to say is listen across technology, but I sort of just find where things are misconnected or disconnected and start to ask questions there. And so I can find something that maybe isn't working as well as it should without anybody else noticing which.
Scott Dunn (08:35)
Yeah.
Casey (08:59)
I've learned I need to be careful with.
Scott Dunn (09:01)
That's great. So at least the next question was any hard lessons, anything so you could do a redo on that one that you could pass on so someone else doesn't have to learn the hard way from Casey's experience.
Casey (09:11)
Ha yeah. Everything I learned, I learned the hard way. So if you feel like that's what you're doing, you're not alone. Yeah, the thing that I have learned probably the most often, and I will learn it several more times in my career, I'm sure, is when I think I have found something, go make sure it's true before you start to really socialize it. So like, I'm going to go ask the question of the expert.
Scott Dunn (09:20)
Ha Whoa.
Casey (09:42)
before I bring it up because maybe I'm not seeing it from all of the right angles or maybe I don't understand exactly what it's doing or quite frankly maybe I'm missing some context. And so really talking and building relationships with people who are experts on the topic or in the field is really kind of where I start.
Scott Dunn (10:00)
was great, great period. the number of times we miss out on relationships, especially in that one, really key.
Casey (10:00)
And. Yeah.
Scott Dunn (10:08)
I think I'd add to that though. sometimes I'll phrase it as rather wait to be sure than lose capital because if I go out saying things that aren't true. So sometimes we'll jump in on the outing side and they'll be like, why haven't you gotten yet? And I'll be clear, like, I'd rather wait and be sure than hurry and be wrong. And then we got to that mess before we get back to the work we're supposed to be doing. And sometimes it's a while to pick that up, depending on who got affected by We'll put out there sometimes innocuously, we thought, well, here's the numbers results. And someone's like, that's actually not correct. But now everyone knows we have now we have a PR problem, something like that. So I'm not alone in that. I've been there. That's a tough one. But also on the coin, though, what would you point to as wins if you look back like that's talking about? That's why this is important. That's what you feel good about.
Casey (10:54)
Yes, absolutely. Yeah, I think from a win perspective, the, a really good example, I'm going to go way back in the day. I had a, a chance to work, in a motorcycle dealership and we had huge, was, you know, weird economic times, right? And so there's weird financial things happening in this, you know, motorcycle dealership company and, and, everybody's just trying to stay afloat and You find the like the friction between either the mechanic shop and the, the sales shop. And when you find those and you can solve those problems and make the experience smooth for the, for the client, right. For the customer and make that like walk in the door experience consistent and smooth. This in this case was just people, right? It wasn't even technology. wasn't really a process. It was just people. And the biggest wins are when like. the people start to notice. And then what happens is everybody's life gets better and everybody has more fun doing whatever it is that they're doing. And it just changes the vibe.
Scott Dunn (12:08)
I love that. I love that. I do believe very much like the work that we could be doing here. People enjoy their work more people enjoy coming to work. doesn't have to be a place that people don't want to be in or watching the class. I love you touching on that's great.
Casey (12:21)
Yeah, there's a balance there, right? Like, because they call it work for a reason. It's a job. We don't love everything that we do all of the time. But, you know, are we doing the things that we can do to make life good for ourselves and for others?
Scott Dunn (12:33)
Yes, so nice segue because what I feel like I've learned later in my career, we'll just phrase it that way, that the importance of self-care, taking care of ourselves so that we have the energy and attitude to keep doing work that we're doing, especially if you're a leading changer, in some ways you're a change artist trying to bring that about, change agent, it can be taxing. So are there things along the way that are either You just know a good way that you take care of yourself could be learning, could be space, could be the road you carry, or that you actually do to protect yourself and that work-life balance emotionally, mentally. you aren't kind of aware of, what does it look like to do good self-care and help make sure you're taking care of yourself to deliver good value in the workplace. Share what that means to you and maybe some of the things that you do.
Casey (13:21)
Yeah, it's so important, right? Like I am also not in the early stages of my career and still learning how to take care of myself and protect myself and, you know, build good boundaries, right? I, yes, yes. So I have good personal routines, right? Like I do yoga, I meditate. I'm a big fan of podcasts and.
Scott Dunn (13:31)
Hahaha Right. Boundaries is a good word, yes.
Casey (13:46)
I'm a learner, so I'm always learning. Maybe there's a boundary there too, like how much can you self-improve before it becomes, I don't know, toxic? But when it comes to boundaries, really it's, I start with the relationships, right? Like at work, making sure that my expectations are clear and that of my leadership chain is clear no matter what job I'm in.
Scott Dunn (13:47)
Hmm. you
Casey (14:11)
and setting boundaries that are clearly expressed so that I can protect myself and my personal life and that balance, and I can deliver the way that I'm expected to deliver. And that just makes life easier for me.
Scott Dunn (14:23)
Super, super, super, super. I'm thinking there's a lot of people. I it's a ways back. We cover accommodative and assertive, you know, as far as power styles and the cowl. And what's been fascinating for all these years, most people are all on the accommodative side. When I hear you say something like, hey, the expectations clear or use the word bad, that sounds like someone who has a balance of, no, I'm there for people, but I don't overextend myself to where I no good.
Casey (14:23)
Thank
Scott Dunn (14:50)
I burned something like that. So I think that's really great for everyone to hear. It hurt to define the relationship with make sure your expectations are clear for me. And then sometimes, you know, there's someone else that could take that on or might play this role, etc. But sometimes we're so helpful that we overload ourselves and actually don't do good job. We do, you know, average job on a lot of things instead of a job on a few and they could have found maybe someone else. think that's awesome. You said podcasts, there other ways, is that your way of learning? there other things that you, as far as what, for the learning side?
Casey (15:26)
Yeah, so books are my go-to. I'm somebody who does a lot of highlighting and note taking and flagging in books, because I'm always going back to them. And I love to learn things that are sort of outside of my lane, if you will. It's kind of how I got involved in Agile. I have a business degree in finance, and Agile doesn't really play into that until it does, right? And so I started to like, I'm curious about that, or I'm curious about Six Sigma or those types of things. And so I just sort of go find them and take the nuggets that apply directly to me and put the other ones on the shelf for like when it does apply to me, if you know what I mean. Um, so I just, I'm a learner, so I'm always looking to, to, to learn new things. I'll be frank, podcasts for me, I'm not learning things. I'm entertaining myself.
Scott Dunn (16:20)
I try, I try to really be focused to get, I like listening, but yeah, the actually applying is not as much. I'm definitely same about I'm a higher. Someone said the difference in studying is the pin. So I'm always like, unless I'm marking it up, am I really digging into this book or, or Kendall? So I'm to hear I'm not alone on that one. So I want to shift a little bit because some of what we've done is leading change. think the conversation we had were around.
Casey (16:38)
Absolutely.
Scott Dunn (16:45)
So moving around from just you to the broader culture, how would you describe what a great culture like or feels like? Maybe some of us haven't even been in a great company so they don't know. They can't picture, imagine what that could be like. And you've been to a number of places with different roles. What's good culture, great culture look like in your opinion?
Casey (17:06)
Yeah, I think that it's gotta be a cliche out there. I'm pretty sure I've seen it on a meme, but good culture is defined by how you feel on Sunday night, right? Like if you're not dreading going into work on Monday, right? Like you probably are in a culture that's a good fit for you because I think culture doesn't have a one size fits all perspective. Like big companies, small companies, different types of work, different groups of people. sort of lend themselves to different kinds of culture. I've been in companies where the culture is great for me and everybody else is miserable. And companies where the culture is great for everybody else and I'm just not a good fit. So I think that in general, good culture is... I talk about it in this like self-awareness perspective. If the culture itself is a little bit self-aware, then it is what they say it is. So if you say your culture is one thing and everybody agrees, including the culture, including the behaviors of what's expected in the environment, if all of those things are aligned, the culture is probably good, even if there are people who aren't good fits for it. I don't know if that answers your question. That's my perspective.
Scott Dunn (18:03)
Hehehehe That's great. Oh, it's it's better. That one's a good wrap up now. Like that really to me, it's a bit of a mic drop because it's so good. It's simple. But you're right. How you feel on Sunday night? A ton about what's happening with you and the job you have and what's happening around you. Absolutely. And that different like sometimes it is just a fit because a lot of people can be excited about it, but you're bothered by it or might rub you wrong. And I know we've gone through the values in the class as well. I've been at companies where we're absolutely about get stuff done and that's fine. But it's kind of a burnout. I love the very collaborative, but sometimes I'm like, man, I want to get stuff done. I'm getting frustrated that we're like, we really connect and talk a lot. I don't see stuff happening. So you're right. Obviously, you know, some people are sensitive to that. And that last piece about like the behavior. it should be considered. And I do sometimes see like leadership will say something or there'll be things on the walls. But you look around like, yeah, I don't actually think anyone's actually behaving that way. It's like an aspirational vibe about what they want to be, but they're not really doing it. So I think all those lenses are giving are right. And they're simple. Someone can look around and just see what you're saying. And then you make their own calculations of that. Some of the good. Some of that's a bit too.
Casey (19:26)
Yeah, absolutely. Absolutely.
Scott Dunn (19:32)
In the sense like either either change it for the better or You know what I mean? Like I don't want to be the person that's been there seven like this place is terrible What are you doing? What why have you been here 17 years hating it? I don't
Casey (19:32)
you Yeah, it's really important that we're honest with ourselves as much as our companies are honest with us, right? Like, what do I need from my job? What do I need from my career? And am I at a place that can support that?
Scott Dunn (19:45)
Good. Yes. Yeah, and and i'll serious in this case. I think there is some point where people I hear them And i'll just straight up. I don't think leadership has any intention to changing in the way you're describing Right. So in the end like so what would you like to do? And it's not even like it's a bad thing really. It's just like that's like It's a bit when you said that part some people are so passionate they forget like Yeah, and you're wrong like you could be wanting this coming to change in a way. It's not who they are or what they're about or you're Found by 80 people who are actually quite good with the way things The fact that you're so passionate doesn't mean you're right. It might just mean this is not a good fit. So don't stay here trying to change everything, which probably wouldn't work anyways if that's, you know, they're comfortable with what are. It's almost like in self-preservation, just say, I just need to exercise my agency and there's not a good guy. What's that song? There Ain't No Good Guy, There Ain't No Bad Guy. It's me and you and we just disagree. You move on to another and they'll be happier somewhere else is what I would think. So I think that's a good perspective. People can get past space about, you know, and agile and all that and then rail against something that's an immovable in some organizations.
Casey (21:08)
Yeah, being aware of the things that you can control, the things that you can't control, is really the crux of your own sanity, if you will.
Scott Dunn (21:16)
Yeah, it's a good way of saying it, Yeah, and you can control a lot of that. You can influence it. can influence it. Let me follow up on that because clearly, in my opinion, seems like you've that about bringing about change when you don't necessarily have authority. You can't dictate to some of these folks. What do you think is a key aspect of being successful around influence or people who... I get asked this all the time, how do we influence, how do we manage up, et cetera. What would you prefer as your thoughts on that about influencing others?
Casey (21:50)
Yeah, I actually listened to a podcast recently about leading without influence. one of the key comments, I guess I am also learning through podcasts, I guess. But one of the comments in the podcast was there are people who lead with a hammer, people who lead with influence. And I kind of love that because I haven't been a people leader in more than a decade.
Scott Dunn (21:55)
There you go. So they are some good.
Casey (22:13)
which means I don't have any authority, right? I lead all of my influence. All of my leadership is through influence. And the way that I approach that is I start with. It's a, it's a gooey word, but empathy, understanding the people that I'm talking to and working with and understanding what they need and what their challenges are, and then meeting them where they are. Right. The easiest way to gain influence with. Most people, is to build trust and to build trust, need to build relationships. And so I would say 90 % of my influence comes first from relationships. And probably the other 10 % comes from my ability to stand up and say, I was wrong when I did something wrong or when my perspective was incorrect and when I behaved outside my values, like just owning it up when I'm like,
Scott Dunn (22:59)
Wow.
Casey (23:04)
Yeah, I was having a bad day. I apologize. There's a lot of trust that comes from that kind of vulnerability.
Scott Dunn (23:11)
Yeah, which is not easy to do not easy to do But I've been in meetings where I like I know it like I don't play this year But I like things so in some ways people look at influence about how we phrase things or how we present but you're just saying like look happy build a real relationship Have some humility if you're willing to say we're wrong. So people know you'll also that when you're wrong or made of your core element of strength or something like that. think that's a real nice, everyone, if you think about that, that's not out of any of us to say, you know what, I'm going to try to be more honest and authentic and have some empathy and try to listen.
Casey (23:45)
Absolutely. It also helps to be able to connect the dots across different people and what they need and the strategy of whatever project you're working on so that you can connect the change to something that is it like what's in it for me, right? So what's in it for the people that you're talking to and being able to connect those things. So it's not just relationships and empathy, right? That's the soft stuff. It's that ability to really critically think about what it is you're driving change for.
Scott Dunn (24:08)
Mm-hmm.
Casey (24:12)
and connecting it to how each of these different stakeholders can benefit.
Scott Dunn (24:18)
Yeah, the part about connecting the dots and this is one thing if I'm ever in a meeting and I feel like I'm not getting it I actually will pause into my head. I'm thinking What is this person's concerns? And if I can't if I can't clear that I'd probably need to ask more questions but for any of us in those meetings just kind of go around through those stakeholders the people sitting around the desk or on the zoom and quick like in a sentence or two what what would be important to them? What are they? What's the win or what's the pain? But if you don't feel like you can articulate, then the good thing is you have to see that asking questions around that is never a problem because they're actually share because you're basically asking them about yourself. Tell me what's important to you. And they would like to share that. And it doesn't hurt to double check that. So I love what you're saying about connected dots. It won't be necessary that they're saying what you're listening and watching. I also watch what they react to. So something might jump out that would be outside of their say their role. but it's about people and there's an aspect that they really do care about how their people feel, not just the, this process is important in terms of our strategy and the technology we're using, but it might come out like, well, all their people would be really excited to put their hands on that new technology too. But they're not gonna say that because that sounds like that's a weak reason to be for a project, but you know it's important to them because they lead those people or that person. So I like what you're saying, connect the dots, think about those perspectives, because the empathy is gonna help them to connect in the dots, right? more is emotional than the logic of that stuff. So think that's great. Really, really great. On this, I believe you're remote, correct? Partially? Okay. ⁓ fully. Okay. Let's talk about that small. It hasn't come up in the last five years, but let's talk remote. So from your experience, it's always a big topic to me. I do care about this. I think we deal with a lot, every company, because some people at least that are remote, or certainly partial remote,
Casey (25:45)
I am. Fully.
Scott Dunn (26:05)
What's your thoughts on what to be worried about and what to make that successful? you're seeing more and more almost like these two sides of the aisle, maybe some aspect of demanding people come back. And yet you have a whole generation who can't buy a house. So I'm figuring out where's the balance of remote work. So yeah, your thoughts on remote work, how to make it successful scene.
Casey (26:27)
Yeah, I mean, I have two different ways I could approach this, right? I have the personal thing that what works for me part, right? But as somebody who is often having these conversations with people who are in various buckets of people who are, know, partially remote, fully remote, fully in the office, that kind of a thing, I find that what I think is less relevant every single day. I for sure feel I have a lot of privilege.
Scott Dunn (26:33)
Mm-hmm.
Casey (26:50)
being fully remote. Like that's really cool because it's good for me. I'm at a spot in my career where it makes sense. I'm good at building relationships in lots of different kinds of ways, including through, you know, zoom meetings and that type of thing. But I don't think that there's a right answer. I think that the each company and each team and each group of people need to find what works best for them. and make that happen. I see real benefit to being together, especially when you're early in your career or when you're doing something that you need a whiteboard. I mean, I'm pretty good at Mural. I'm pretty good at using the whiteboard in the Zoom meeting, but there's no replacement for standing at a whiteboard with a bunch of stickies and flowing out process. So I just don't...
Scott Dunn (27:33)
That's so true. You're so right.
Casey (27:40)
I don't know that there's a right answer. And I think that different size companies have different complexity of making that decision. And it sort of goes back to that comment we were making before. Like, if it isn't a good fit for you, find something that is. You know, I don't know. That's my thought. That's my thought.
Scott Dunn (28:00)
Yeah, true. Makes sense. For the folks that are managing or leading these remote work, are things that they do to make that go better in their context.
Casey (28:12)
Absolutely. are ways to, especially if you have hybrid, it even gets more complex, right? All virtual is the easiest way of virtual, right? Because then everybody's always virtual and you're always on Zoom and you're always on Slack and whatever. That's for sure the easiest way to manage teams that are virtual. When you have that hybrid space, you've got that opportunity to be in a conference room or in a huddle group or in the cafeteria. and on Zoom meetings, and it gets kind of funky, right? Because sometimes you can't hear, or you have those water cooler conversations. The key really is to have what I found is a good working agreement, right? Like, what types of communication are we going to have? How are we going to do that? What happens when we had a really great conversation in the break room? How do we communicate that to the rest of the team who wasn't there? And really just sort of build team trust through a good quality executed working agreement. And sometimes that takes a little bit more effort from the leader or even from every individual, right? But that's part of that culture, right?
Scott Dunn (29:16)
Right. I think the folks you make me think that's personally in a meeting and it's good that I try to get the groups together in these different locations as they're talking. I can't tell. I talking. I don't know these. I don't know them all that well. So I can't I can't tell by voice yet. If these are different groups are working with each other. The thing is, look, that person's kind of off camera or either they're on camera. They're so far back. Is that is their mouth moving? Is there a delay? I can't tell. So that sets the connection. I'm surprised for me as a more of a relator, how much it becomes a problem like nothing beats in person. So at least get that regularly. get in person. There was another client that saying that very same thing. Like they love it when we all get back together. And so they kind of have their cadence of pulling the whole group better. Could be like you're off site, could be all hands could be, but I think those opportunities to keep connection. I do like remote. I do think you have a good point about depending on the maturity of the career. Some people just know like I know I got to take care of these biopsy that they've noticed other XYZ. So they do too. So if they're new in their career, they may not even catch that I should be probably working. what is this at home on the zoom and in their PJs or something like that. I think it's a good point. Look at those and also the work. The fact that you would take that to the team and say, what do you all think is very empowering. You have an open conversation around what they all think and definitely there's a assumptions that people are making about what it should be, et cetera, but they those explicit and they kind of carry that around with them a little. Right. So that's a yeah, really nice nugget on that. That's everyone for sure. So last thing I'm to add a little bit on the back on leading change. So in this case, it could be remote, could be these other projects that we'll try to adapt. I think you'd say this earlier about there's no company that's not going through this crazy time of change right now. When it comes to change, have you seen something that's helpful, especially if it's a more significant change, you gave some good fundamentals around influence and trust and relationship, empathy, et cetera. Are there other aspects on how that change is rolled out or a process change or the groups that are leading the change that you've seen be like more systemically just successful aside that people might change, but the way we handle change is done this way. That you think there's a tip or two out there that would help out. They're trying to kick off, you know, a new way of working. We're trying to refresh remote policies or how they work, Because a lot of people in the middle of change. Have you seen overarching themes about how this lead that you found have been more successful?
Casey (31:57)
Yeah, think, gosh, it's the hardest thing, right? Like figuring out a way to roll out change across teams is the most challenging thing that I've ever done. And I've been doing it for a long time. And I'm always learning new ways and new ways not to do things and all that jazz, right? I have this little nugget that I got from a mentor.
Scott Dunn (32:11)
Hahaha, yeah.
Casey (32:24)
20 years ago almost, and he's a motorcycle rider. And when you ride a motorcycle, the thing that you do to go on a corner is to turn your head, right? Turn your head to get to where you're going. And the non-motorcycle sort of connection to that is the what's my plan. And so really understanding what the plan is so that you can very clearly articulate what it is you're doing at each phase of the change. If you're prepping people for change, what's the plan? If you're starting to design a project, what's the plan? And just get really clear with where you're going, what the expectations are, what each individual person's role is, and be explicit about it because we're all dealing with a lot of things coming at us all the time. And if you're leading with kindness and you're saying, okay, your part of this is to simply accept the change. That's not condescending, that's empowering. That tells that person that like, this decision has been made, I gotta get myself there, and this person's here to help me get there. And so just being really clear about it, that's the biggest thing for me that I've seen that is successful. It's hard to do though, because that's a lot of people and a lot of
Scott Dunn (33:36)
Yeah. Well, yes, that's why it makes it so surprising. Number of times a company has to bring in outside help to get the change because it's not a capability or muscle they really have about how to change ourselves. Right. We execute against what we build or do here really well for help. But but that idea of getting outside the box and thinking different how we can improve, like you said, poke holes and so that's why I like it that there's someone When a company sees someone with your skill set and the way that you're wired and leverages it to say like, we kind of informally have this person like really helping things about because it's commonly not a muscle that they really have. Sometimes they have the awareness they don't, but sometimes they don't the long, really large change initiatives that take a long time and either never really get off the ground or never really where they should have gone or before they kind of just either die on the vine or we just call it, you know, just call it good. They don't draw in. It gets a group above everyone trying to lay change on top of folks instead of incorporate everyone into change and then go through it together. Learning together with someone like you that can connect the dots, connect with people, can bring that about. And think in a way it's really powerful and effective. Yeah, I was going to tease you. don't know if you have anything on that. But you mentioned books, you mentioned podcasts. Do have any favorites that you just would throw out? Classic go to book, current read, current podcast.
Casey (35:01)
My favorite all time book is a book called Wolf Pack by Abby Wambach. She's a soccer player, she's fantastic, and it's a book about leadership. It's like 70 pages long. It has a set of like four rules. And yeah, it's written from a like, you know, girl power, woman empowerment, leadership empowerment kind of thing, but it's universally adaptable to life, to it doesn't matter what your gender might be. what your job might be, Wolfpack. I can't recommend it enough. And then most recently, I read the let them theory and it's life changing. It's not a new topic, right? It's not a new concept. Of course you should control the things that you should stress about the things that you can control and let the things you can't control go, right? There's lots of different places that that comes up, but Mel Robbins just did a great job, like putting it into stories that you could like directly apply it to your life, or at least for me anyway. And I find myself quoting that book to myself pretty regularly. Yeah.
Scott Dunn (36:03)
That's a good sign. That's a really good sign. I find myself too. That's I literally will go through something. I start to realize like you've mentioned this book or this thing like three times now in the last few weeks. Like, OK, that's obviously significant. You didn't miss a time. you make another really good point. I really say like at the meta level in some ways, when it impacts you personally and you connect to it personally, it's going to be helpful and relevant in the work you do because you're going to be sharing the expression of who you are. And I say that because some people will go like, here's this top leadership book this year. I'm to read this well-known. And sometimes I'll struggle to just like really pick the book. Even if it is good content, I don't connect to it. I'm not sharing with others. It's not part. It doesn't become a home and gets spread. So I love what you're saying.
Casey (36:48)
completely agree with that. read, I spent a lot of time last year reading a book called Mind Your Mindset. I don't know if you've read that one. But in theory, it's great. But it's so business focused that like I didn't personally relate to it. And so I had to go find some other book that was less business structured to, to like, bolster that topic. All the words were the same. It's just the storyline really, really changes it for me. So telling stories, right, is the most important thing of how we connect. to the world.
Scott Dunn (37:20)
Yes, yes, yes. And I believe in that. That's how we're just wired. brains are wired. Story really sticks. And you're making me think like, yeah, those books I recommend the most are more not have a lot of stories, even if it's less directly tied to the work I do. Maybe it's not even technology. It's not even maybe it's not even around business, but it's got stories they do and stick and connect. I love that. So I'll check that out. I have not read Will Peck. I think I've seen it, but now that I know it, pages I'm also enticed to on that. I can get through it.
Casey (37:52)
It's one hour of your time max.
Scott Dunn (37:53)
us. If I can't do that over breakfast, then what's going on? Awesome. I appreciate that. This has been great. I think there's a lot of nuggets for folks that are listening. I wouldn't be surprised, by the way, that this could get chopped up into part one, part two. I think we like them. But this is great because I think it's a great part one, part two, given how we kind of split the conversations. And I love the personal aspect on that as well. So thank Thank Casey for the time. It's been wonderful. think I really look forward to people's feedback on this and a lot of takeaways, a lot of that can be, they can try out some of these things very next week in terms of how they show up and who they are and what they're about. There's just a whole lot of good pieces of this that I think are readily possible for so many people. So I really, really appreciate that too as well. I'm on automatic sites. love them. The Builder Backs, they can do something right away with that. And you gave them a lot of Thank you for that. Thank you for your time. I know you have a lot on your plate. for us, but you appreciate it. Hope to see you soon. Thanks Casey.
Casey (38:54)
Yeah, thanks for having me. Thank you.
Scott Dunn (38:57)
Woo!

May 14, 2025 • 50min
#146: Agile Leadership That Actually Works with Brendan Wovchko
What does it look like to lead a 300-person software org inside a 1,000-person company—and still stay focused on people first? Brendan Wovchko shares what he's learned about leadership, agility, and building a culture that actually works.
Overview
Brendan Wovchko, CTO at Ramsey Solutions, joins Scott Dunn to talk about what it really takes to lead Agile teams inside a large, fast-moving organization.
From developing leadership habits to navigating team dynamics and staying grounded in purpose, this conversation is full of thoughtful takeaways for anyone working at the intersection of people, process, and product.
References and resources mentioned in the show:
Brendan Wovchko
Ramsey Solutions
#80: From Struggling to Success: Reviving Agile Teams with Mike Cohn
#143: What Still Makes Teams Work (and Win) with Jim York
What Is a High-Performing Agile Team? by Mike Cohn
Four Quick Ways to Gain or Assess Team Consensus by Mike Cohn
Elements of Agile Assessment
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Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one.
Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com
This episode’s presenters are:
Scott Dunn is a Certified Enterprise Coach and Scrum Trainer with over 20 years of experience coaching and training companies like NASA, EMC/Dell Technologies, Yahoo!, Technicolor, and eBay to transition to an agile approach using Scrum.
Brendan Wovchko is the CTO of Ramsey Solutions and a lifelong student of what it takes to build great software, lead great people, and scale both with purpose. With roots in engineering and startups, he brings decades of hands-on experience in product, leadership, and agile culture—plus a knack for turning big ideas into results that matter.

May 7, 2025 • 42min
#145: How to Lead Without Burning Out (or Burning Bridges) with Ginger Boyll
In this discussion, Ginger Boyll, the Director of Client Experience at Stable Kernel, shares her insights on growing a remote team from 30 to over 100 while maintaining a vibrant workplace culture. She emphasizes the importance of an Agile mindset, trust, and even Dungeons & Dragons in fostering teamwork. The conversation highlights the magical role of psychological safety in collaboration, the challenges of effective communication, and the art of letting others lead. Ginger also delves into balancing personal values with professionalism to prevent burnout.

Apr 30, 2025 • 1h
#144: How Modern Agile Teams Predict the Unpredictable with Lance Dacy
Real Agile forecasting runs on math, not magic. Brian and Lance dive into Monte Carlo methods, DORA metrics, and how AI is shifting the future of project management. All with a human-first approach that builds better teams, not bigger spreadsheets.
Overview
In this episode of the Agile Mentors Podcast, Brian Milner and Lance Dacy unpack why Agile teams need to rethink how they forecast work—and why math, not magic, is the real secret.
From the roots of Taylorism to today's Monte Carlo simulations, they explore how to navigate uncertainty with data-driven tools like DORA metrics, flow metrics, and probability theory, while keeping the heart of Agile leadership focused on trust, transparency, and better decision-making.
References and resources mentioned in the show:
Lance Dacy
Free Chapters of Agile Estimating and Planning by Mike Cohn
Join the Agile Mentors Community
Mountain Goat Software Certified Scrum and Agile Training Schedule
Subscribe to the Agile Mentors Podcast
Want to get involved?
This show is designed for you, and we’d love your input.
Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one.
Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com
This episode’s presenters are:
Brian Milner is SVP of coaching and training at Mountain Goat Software. He's passionate about making a difference in people's day-to-day work, influenced by his own experience of transitioning to Scrum and seeing improvements in work/life balance, honesty, respect, and the quality of work.
Lance Dacy is a Certified Scrum Trainer®, Certified Scrum Professional®, Certified ScrumMaster®, and Certified Scrum Product Owner®. Lance brings a great personality and servant's heart to his workshops. He loves seeing people walk away with tangible and practical things they can do with their teams straight away.

Apr 23, 2025 • 33min
#143: What Still Makes Teams Work (and Win) with Jim York
What does soccer, soda, and software have in common? According to Jim York—everything. In this episode, he and Brian Milner break down what great teamwork really means, why shared goals matter more than job titles, and how understanding your team’s unique contribution can unlock better flow and results.
Overview
In this episode of the Agile Mentors Podcast, Brian Milner sits down with veteran Agile coach and trainer Jim York for a deep dive into what makes real teamwork tick. They unpack what separates a group of coworkers from a high-functioning team, explore the role of shared goals in driving motivation, and walk through value stream thinking using vivid analogies from sports and soda cans alike.
Whether you're part of a Scrum team or leading cross-functional initiatives, this episode will help you think differently about collaboration, flow, and how teams can work better together.
References and resources mentioned in the show:
Jim York
Jim's Blog
Jim's Video Library
Lean Thinking: Banish Waste and Create Wealth in Your Corporation by James Womack & Daniel Jones
Liftoff Vision: Launching Agile Teams and Projects by Diana Larsen & Ainsley Nies
GoatBot
Join the Agile Mentors Community
Subscribe to the Agile Mentors Podcast
Want to get involved?
This show is designed for you, and we’d love your input.
Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one.
Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com
This episode’s presenters are:
Brian Milner is SVP of coaching and training at Mountain Goat Software. He's passionate about making a difference in people's day-to-day work, influenced by his own experience of transitioning to Scrum and seeing improvements in work/life balance, honesty, respect, and the quality of work.
Jim York is a business owner helping teams discover how to delight their customers. He uses systems thinking, agile and lean to co-create resilient, learning teams. As a coach, he works with his clients to help them grow in directions that matter to them to achieve their goals. Jim is a Certified Agile Coach®️, holding both the Certified Enterprise Coach and Certified Team Coach credentials; Certified Scrum Trainer®️; Agile Fluency®️ facilitator; LeSS Practitioner. In 2007, Jim co-foundered FoxHedge Ltd with his wife, Melissa York.
Auto-generated Transcript:
Brian Milner (00:00)
Welcome in Agile Mentors. We're back here for another episode of the Agile Mentors Podcast. I'm with you as always, Brian Milner. And today I have the very distinguished gentleman, Mr. Jim York with us. Welcome in, Jim.
Jim York (00:12)
Well, thank you, Brian. Glad to be here.
Brian Milner (00:15)
Very excited to have Jim with us. We were just chatting before and Jim and I met years ago at a conference. We got introduced by a mutual friend, Mr. Kurt Peterson, who has been on the show. He came on a little bit earlier to talk about Kanban. And just for those people who aren't familiar with Jim, Jim is a co-founder of a company called Fox Hedge. And he has been an Agile coach, a Scrum trainer for quite a while now and I give him the title Luminary, kind of scrum luminary, thought leader, been around doing this for a while. I hope that doesn't sound insulting in any way, Jim, to call you that.
Jim York (00:55)
Nope, nope, just trying to shine my light and help others shine theirs. So that's what a coach does. So.
Brian Milner (01:00)
Awesome, Cool, well, we wanted to have Jim on because we had this topic that it's kind of a broad topic, but it's, I think, actually crucial to today's world. And that's just the broad topic of teamwork itself. So I'll start this way, Jim. I want to get your opinion. In today's world, with the changing kind of landscape with AI and everything else that we see that's kind of influencing how we work, has teamwork had its day? Is it time now for something new or is teamwork still the best way to build things?
Jim York (01:34)
Yeah, well, teams are universal. I think once you get more than one single individual and you get some task that requires more than what one person can do, it's inevitable. We've to work together. And so I don't see that going away. It might change a bit. But in many ways, think the things that we face today are, in many ways, things that we faced before. They might be showing up in a different way, but I think there's some universality. universality to teamwork. Brian Milner (02:03) Yeah, I agree. And so what do we mean by teamwork? Why don't we define that a little bit for everyone?
Jim York (02:09)
Yeah, I guess we have to step back and start looking at what's a team. If we talk about teamwork, there's this whole expression, teamwork makes the teamwork. So what's a team? And the classic definition of a team is it's a group of individuals working on a shared goal. And so it's kind of like built into the definition, we're working on a shared goal. So teamwork is that combined action.
Brian Milner (02:13)
Yeah. Yeah.
Jim York (02:32)
And so that's kind of the general concept. It's, you know, some of the parts, you know, is greater than the whole. And so it's taking that mix of experiences, knowledge, skills, and bringing them together and having that dynamic, that energy, and kind of focusing it in the same direction. You know, that's really what teamwork is about.
Brian Milner (02:55)
Yeah, it's good to clarify it, because I think the word team gets quite widely used in today's world. you'll hear people describe that, hey, that's my sales team. When you look at it and how they actually work together, there's not really a lot of teaming actually happening. It's just a group of individuals who have the same job and that. that format. I do think you're right. It's important to understand the difference between that kind of a team and what we're talking about here as a team.
Jim York (03:25)
Yeah, there are different kinds of teams and people in a sales team, even if they're not working with each other, the fact that they have a shared goal does create some sense of team. And there's different teamwork where everybody's providing kind of their unique thing. And then you have, I think like a team in a rowing, when you have like four people in a rowboat. they might have somebody who's steering the boat, you know, but they have the four people holding onto the oars and, you know, they're working at a similar cadence. You can say to a certain degree they're individuals. I don't know if they're fungible. I don't think they're necessarily fungible, but they're working together to accomplish that shared goal. know, the people in rowing, that's different from people on like a soccer team. You know, on a soccer team, you're... You got the whole pitch, you know, you're all over the place and the ball's moving around and there's this kind of coming together and going apart of various team members interacting at different places and at different times throughout the game. You're kind of acting dynamically to where the ball is and where the opponents are and where they are on the field. And so there's this creativity that occurs there that's kind of a different kind of creativity than you might see in a rowing type of competition.
Brian Milner (04:18)
Yeah.
Jim York (04:42)
But yeah, I think there are different kinds of teams, but I think that universal theme of being a group of individuals that are having that shared goal, I think that's the thing that's in common. It's not the nature of the work that some people might call agile versus predictive or planned work. mean, the concept of a team is more universal thing.
Brian Milner (04:43)
Yeah. Yeah. I like the example of kind of the crew, right? Of rowing and stuff. I think that's a good picture because you're right. I mean, it's very subtle, but there's a lot of combined movement. And if one person is off a little bit, it really affects how others are working. I've used the example sometimes in my classes as a contrast to think about like a golf team. You know, like the idea that you have the group of people who, again, I say this in classes. So anyone listening to this who's a golf expert, it really loves golf. Please, email in and tell me if I'm wrong about this. But this is what I say in my classes. You know, if you're on a golf team, it's a group of individuals who are each shooting their own 18 holes. But then at the end of the round, you just total up the score. And if you have the lowest lower score than another team, then you win, right? But it's, When I'm shooting my 18 holes, I'm not necessarily aware of what everyone else on my team has done or what they're doing at the same time. We don't play off each other, right? I don't take the first shot and then they take the second shot. It's all on me to do my best. And then hopefully everyone else has done their best and we just kind of see how it works out at the very last second. Yeah.
Jim York (06:17)
Yeah, so teams are different. know, teams are definitely different. And I think it's that idea of the shared goal that is the thing that kind of the glue that holds the team together and that shared goal that can be at various levels. I mean, it can be at this grand big picture level. You know, sometimes what's referred to as a product vision, it can be at a more discrete team level. Sometimes that's referred to as, you know, our our unique contribution to the product division. So that would be like our team mission. And then there's maybe, you know, a specific task. And so, you know, we might be working on a specific, very small, discrete task. And, you know, there's a potentially a group of people working on that thing. And, and, and those people have that shared goal of moving that task, you know, through a process to a completion state. And so there's, there's some variability here in the different kind of levels and Hopefully, there's some alignment between those different levels when you're talking about a team.
Brian Milner (07:14)
All right, so there's some different kinds of teams and it kind of is wide ranging in how we would describe it. There's different configurations, but we have a single purpose. We're working together towards a single purpose. That's kind of our unifying factor there. So then what makes teams work? What's the glue other than our purpose? How do we actually... Combine efforts, how do we play off each other's strengths? How does that happen?
Jim York (07:47)
Yeah, well, it depends, right? I mean, that's the classic consultant's answer. It depends. How do we play off of each other? If you're in an environment where you've got a known solution to a known problem and you're just executing steps in a plan, those dynamics are pretty well understood. People in that process can be trained to do different types of activities. They can gain experience in that.
Brian Milner (07:50)
Yeah.
Jim York (08:08)
That's a fairly predictable kind of process, but then there are others where it's emergent. And so we have to kind of figure it out on the fly as we go. And even those environments where it seems that we've got a pre-existing solution, there is a very clear variable there, and that's people. People show up different every day. I might have had a poor night's sleep, and people might think, well, Jim's normally fairly easy to work with, but wow, today he's... got a short temper or whatever it might be. And so we have to of figure out on the fly how we adapt to those variables. anything that has to do with people, you're going to have some variability. think stepping back, Brian, I think one of the things that is important to kind of understand or get a sense of what part of the system that we want to understand when we're talking about a team and they are dynamics, they actually are fitting within some sort of product ecosystem. And so where are the boundaries of what we mean by our shared purpose, our shared vision within that ecosystem? There's a classic book called Lean Thinking by James and Womack. And there's a really interesting example, simple diagram in the book of a value stream. And it's a value stream of a cola can. And it's kind of fascinating. You kind of see this very simple value stream in there and it starts with aluminum being, well, not the aluminum, but the bauxite actually being mined. And it goes through a reduction mill and then to a smelter. And then it goes through some hot rolling and cold rolling process. And so finally you get basically rolls of sheet aluminum that go to a can maker and the can maker is cutting the cans that are then formed into the cola can. You know, and that can maker is actually the middle of the value stream because all the things I've described so far are upstream. Downstream of the can maker, once they've made the cans, the cans go to a can warehouse somewhere and they sit there until a bottler says, hey, we need some cans because somebody's ordered some cola. And so, you know, the cans make their journey to the bottler and they get filled and then they get...
Brian Milner (10:01)
Hmm.
Jim York (10:17)
go to a bottling warehouse and of course there's transportation, there's trucks carrying these empty cans from the can maker to the bottler and then the filled cans from the bottler to the bottler warehouse and then ultimately they go to some wholesale operation and then to a retail store and then you and I perhaps will go into the store and buy a six pack of cola and we go home and we drink the cola. And so you see this very simple kind of journey, this little value stream. from the perspective of the can maker. And so, first time I encountered that value stream, I'm sitting there looking at the can maker and I'm asking myself the classic question that I ask my clients. One of the first questions I ask is, who's your customer? And so for the can maker, it can be very easy to look at that and go, well, it's the bottler because the bottler is the one who places the orders for the cans. So clearly the customer for the can maker is the bottler. Of course from a lean perspective we look further down the stream We were looking at the end of the stream to see you know, what's what's it all for? What's it all for? And if you look at the diagram you get to you know finally to the end of the stream and there's the home where the person's potentially sitting on their couch and enjoying you know that that cola and so you know if you think about all the different steps along the value stream from the mining to the to the smelting to the bottler and
Brian Milner (11:17)
Ha Yeah.
Jim York (11:38)
the can maker themselves, the retail store that's selling the cola. The thing that you would ask them that would be the glue that would hold them together for this would be what Diana Larsson and Ainsley Nees call in their lift off book, the product vision. And so the product vision is really kind of what's it all for? And the cool thing about a product vision is it's very concise, it's very succinct and everybody can hold it in their heads very easily because of that. It's typically one sentence. And so I'm going to speculate this because I'm not a, I'm not part of this value stream where Cola makes its journey to people in their homes. But I'm guessing the product vision for all of these various people along the value stream boils down to something along the lines of our customers enjoy a convenient, refreshing beverage. And so the cool thing about that simple statement is that
Brian Milner (12:23)
Mm-hmm.
Jim York (12:28)
If you were to go to the mine and ask a miner and say, some of this bauxite that you're mining, in the context of this soda, what's it all for? Now, they're probably mining bauxite for a variety of different customers and a variety of different products. But in the context of this particular value stream, they could look down to the end of the stream and say, it's all about that person sitting on their couch at the end of a long day who simply wants to have a convenient, refreshing beverage. And so that's what you know, this particular product vision is. And so that kind of calls into view a couple of things. One is context is important. So when we're talking about the product, we have to be very specific about what it is that we mean, who is that customer at the end of the stream, and what is the experience that we want them to have. And so this product vision is, as I said, very simple. our customers experience a convenient, refreshing beverage. Now, that makes it simple in terms of this particular value stream, but it also makes us aware that it's very complex for the miners because they've got to deal with competing interests from a whole lot of different customers. And so if they've got limited capacity, they may be trying to figure out, which customer do we satisfy? And so the usefulness of the product vision is being able to go to that mining company and say, do you find value in, do you want to support this activity of creating this experience for this customer with convenient refreshing beverage? And if they buy into that, if they agree with that, that's your leverage, that's your argument. why you should deliver against this value stream versus some other value stream. Now, you don't always win that argument, which is really what life is about, is we're always dealing with trade-offs and we're dealing with different options or opportunities. And so I think that's one aspect of this. But when we talk about the team in the context of a product vision, The team is huge. The team is absolutely huge because it's not just a can maker and the can maker team. It's also the bottler and the bottler team. It's maybe the truckers union that's providing transportation between these different things. the retail store. It's the retail warehouse. All of them potentially have their own concept of team. And in order to create value, it's not just what you do and provide to your next partner on the value stream. You have to really pay attention to the entire value stream because ultimately anything that doesn't come together in the right way at the right in the right place right time It puts it all at risk It puts it all at risk. So I think it's important that we kind of understand the product vision this highest level glue that holds us together and then at a more discrete level look at your team, for example the can maker and What is their unique contribution? In Liftoff, Diana Larsson and Ainsley Niece call this the team mission. And so what is the team's unique contribution to the product vision? And so for the can maker, it's also fairly simple. It's like, we make the cans. And they could flavor that a bit with, they use the latest technology and they use environment. sensitive manufacturing processes, know, they source things using sustainable, you know, approaches and the like. at the team mission level, we're getting a little bit more discreet in terms of what it is that that team is contributing to the greater whole. So think part of this is just kind of stepping back and thinking about what it means to be a team.
Brian Milner (16:12)
Hmm.
Jim York (16:24)
You know, are we talking about we're a team that's the collection of all of these things? At times that might be a useful way of thinking about it. At other times we need to kind put our heads down and focus on what our unique contribution is and make sure that we're doing the appropriate job there.
Brian Milner (16:24)
Hmm. Yeah, this is fascinating because so what I'm hearing is that really we have to expand our thinking a little bit about teams because teaming teams are, know, in one sense, the small group that you're working with on a on a regular basis, but it's there's a larger team concept as well of the entire value stream from end to end. All the people who are contributing, they all are are working towards that ultimate goal of, in your example, someone having a refreshing beverage at the end of their long, day at work? And how often do we actually realize that or look at that? Are the miners really even aware of the fact that they're contributing to that sort of a larger team goal? I think that's a great question.
Jim York (17:21)
Yeah, that's an excellent point. And what are the implications of either that awareness or lack of awareness? And I think this kind of comes to play when we think about what motivates teams. If all I know is that I'm mining bauxite, that might work for some folks. That's enough motivation. Sometimes people say my paycheck is enough motivation.
Brian Milner (17:44)
Ha ha.
Jim York (17:45)
But if you really understand what it's all about, that maybe ties into a bit of self-worth, that I'm a contributing member of society. It could also help you make the right decisions and perform the right actions if you know ultimately what this is gonna lead to. And sometimes that's a calculation that's done in terms of the quality. of the work that you're doing or the output that you're creating. For certain applications, the quality might have certain characteristics where the quality has turned up very, very high in some areas or maybe it's lower in other areas because it's good enough. And if you overbuild quality, you might be introducing some waste because it's not. It's not necessary for the job at hand. In other places, if you deliver below quality, you introduce some risk that the product is not going to be, or the ultimate customer experience is not going to be what it is. I don't know about you, but I've occasionally gotten one of these plastic soda bottles where they've made the plastic so thin for the soda bottle that the liquid is actually needed inside the bottle to maintain the structural integrity of the bottle.
Brian Milner (18:54)
Yeah.
Jim York (18:54)
And if I were that customer sitting on the couch at the end of a long hot day, let's imagine it's a white cloth couch and I'm drinking orange soda and I reach over to pick up the soda and my hand, you know, grasping around the soda bottle, all of sudden the soda bottle just collapses in my hand and orange soda goes all over me and the couch and everything else. mean, that's, you know, there's some quality characteristics, some specifications around that.
Brian Milner (19:02)
Ha ha ha.
Jim York (19:18)
container that that plastic container that has to integrate well into the rest of the process. It has to work with the bottler and it has to work with the consumer when they're actually using it. So it's understanding the whole can certainly help teams feel a sense of purpose and also can guide that decision making in those actions around it.
Brian Milner (19:30)
Yeah. Yeah, I think that's an important thing to keep in mind and remember because, you you mentioned, you know, some people would say paycheck is a motivator. And I, you know, I, I kind of subscribe to the Dan Pink kind of motivation philosophy that, know, that, can only do it so far that it is a motivator, but it is a motivator only to a certain point. Beyond that point, we need more. We need more to motivate what we're going to do. Cause you know, there's a million things out there that can give me a paycheck. I could work in a lot of different places, but I've chosen to do what I do for a reason. There's something that fulfills me from doing that, or I prefer it in some way to what my other options might be. I know I've heard people say this in classes before, the idea of how do you have a vision for somebody who builds clothes hangers? We have this talk about vision, this grand design. Big purpose. Well, how do you do that for someone who has clothes hangers? You know, like I get that, you know, there's not everything, every product in the world has, you know, a save the world kind of vision, right? But I think you can, in your example of kind of the mining thing, I think is a good example of this because you can connect it to that ultimate value. And when you connect to that ultimate value, it doesn't that motivate people more to think, hey, I'm helping someone who's had a hard day. I know what that's like. Have a hard day, sit down on your couch and you just want to relax a little bit. Yeah, I want to help that person. Like that, is something that that'll gets me out of bed, you know?
Jim York (21:06)
Mm-hmm. Yeah, and I think that does require you to think beyond what we often think of as being the team. Because to make it all come together and result in that ultimate product vision, that, you know, the person having the convenient refreshing beverage, in my example, you know, all of those different parts have to come together. And any one of them, if it doesn't happen, you know, that we don't have that value that's realized at the end of the value stream. And so having that connection to what it's really ultimately about is critically important. And understanding where you fit into that and what your value add work is, I think is critically important. And so we talked about like at high level product vision, we talked about this unique contribution of your team like the can maker, and so our team mission, we make the cans. And then we get to the practicalities of the task that's in flight, the work that we're doing right now. And I think that's a critical piece of this puzzle. What is it that's the thing that's being acted upon right now? The work in process or the work in flight. And depending on what the nature of that is, I think that drives a lot of... decisions and one of them is around, you know, who do we need? So who are the actual people, you know, that have the right skills, knowledge, experience in order to do that work? And also it informs our process and so, know, again, that process could be something where it's a known process and we're just, you know, turning the crank or it might be something where we're having to figure it out on the fly. Regardless of the nature of the work, there's going to be a workflow. When we're trying to get something done, the work is going to be flowing through some sort of process. And it's that flow that really intrigues me. we want to look at the flow, especially if speed matters. And why would speed matter? Sometimes speed matters because customers want what we are building yesterday. So they want it as soon as possible. So time to value is often what's considered there. If we're something new that hasn't existed before, sometimes we're also building quickly so we can get it in front of someone to get their reaction to see whether it's fit for purpose. So we might think of that as being time to feedback. But the flow itself is there's the workflow. And so work, the nature of it is a piece of work is something that maybe an individual can go work on. Other times there's a piece of work that requires more than one person to work on. So there's an element of collaboration with that. Even when it's an individual that can work on a piece of work, usually they've received something from somebody that allows them to start that piece of work. And when they're done with that piece of work, they're passing what they've done along to somebody else and that other person is picking up. So even if... there's an ability to work on a discrete task by yourself, there's still an interaction often on the front end of that and the back end of that. So work is still flowing and we have to figure out how to collaborate in such a way that the work that is not being held up in some queue somewhere where we're getting some bottlenecks and that they're constraints. so figuring out how do you enable the work to flow and how do you enable the people to flow? Years ago, I had an opportunity to coach soccer and on my team, I taught them, in addition to like skills, I taught them three concepts. And so the first one was, everybody on the team should know where the ball is. And so it seems pretty obvious, you should know where the ball is. But if you look at this from a team building software perspective, does everybody know where the ball is? You know, what is the work that's in flight and what's the current state of that? I mean, we use information radiators to try to help people understand where the ball is, but often I don't think we use them as effectively as we might. So I'm always challenging teams to figure out, you know, how do you use your communication systems, your information radiators to enable everyone in your ecosystem to understand, you know, what's the work in flight and what is its current state? And why do you need to know that?
Brian Milner (24:55)
Hmm. Yeah.
Jim York (25:24)
Well, if you know where the ball is, you can get a sense of what are the things that are in the way of that ball moving forward. So my second rule for the team was know where your obstacles are. And so in a soccer game, you're seeing your opponents. And so you might have a great plan on how you're going to advance the ball from where it is currently down the field towards the goal. But little problem with that. You've got people on the other team trying to keep you from getting there. So you're having to react real time in the moment to those obstacles. And so in addition to everybody on the team knowing where the ball is, everyone on the team needs to know where the obstacles are. And so when you have that information, and again, for a team building software, this is the kind of thing that should be readily available in some sort of information radiator, real time ability to see where the ball is and to see what's in the way. Why is that important? Well, if you know where the ball is and you know where the obstacles are, you can position yourself as a team member to be what I called the help. And so by the help, that's the one or two people on your soccer team that if you're the one with the ball, you know you can pass to them easily. You know, that they are constantly moving around and positioning themselves to be in the place where it's possible for you to get the ball to them. So who are those two people? Well, it changes depending on where the ball is. And so what the team has to do is kind of get a mental mob.
Brian Milner (26:41)
Ha ha.
Jim York (26:47)
in their heads of the actual position of people on the field and get a sense of if the ball's here and the obstacles are here, then I should put myself here. Now, it isn't for all the team members to position themselves to be the help because that would be crazy. Just as we see on Agile teams, when somebody picks up a task, the whole team typically doesn't swarm on that task. It would be too many people on the task.
Brian Milner (27:06)
haha
Jim York (27:16)
So who shows up to work the task? The right number of people with the right skills and knowledge. So how do they know to come? It's because the work is made visible. And so they come because they see that they're needed. How fast do they come? Ideally, they're there instantly. Now, why might they not be there instantly? Because they might be working on some other tasks. And so if this were to happen in soccer game, you would see the other opponent, you know, they would be... basically scoring goals against you right and left because when you try to pass the ball, you wouldn't have somebody there to receive the ball. So knowing where your help is, if you've got the ball and passing it to that person helps you continue the flow down towards the goal. So if you're not the person who has the ball and you're not one of those two people that are the help currently, What you're doing as another team member is you are. orienting yourself on the field so that you will be the help when it's needed. And so there's this constant movement of people down the field. And where this really brings it home, I'll use this example, and I'm coaching agile teams, is they'll talk about how all their work and stuff, and I'll use the example of the soccer game and the one ball, and they say, now let's imagine you put two balls in flight.
Brian Milner (28:16)
Hmm, that makes sense, yeah.
Jim York (28:36)
Can you optimally move those balls down the field towards your opponent's goal? And typically, there is a limit, right? How many balls can you put on the field? Two, three, 15? It's like, yeah, it really drives home the point of limiting the work in process. the teamwork is made more effective and efficient if we have some sense of where the work is, what is the nature of it so that people can come and go, I call this people flow. so we're looking at things like the, well, out of...
Brian Milner (29:05)
Yeah.
Jim York (29:09)
out of the concept of open space, the law of mobility. It's like within our organizations, within our teams, can we have people flow to where the work is needed and also have people flow away from the work when they're not needed? And so enabling that autonomy of the individual to be able to go where they need to go in order to optimize the flow is a...
Brian Milner (29:13)
Yeah, yeah.
Jim York (29:34)
is a key organizational design problem.
Brian Milner (29:37)
Yeah, yeah, this is fascinating stuff. mean, I love the analogy with the soccer teams and that I mean, I, that makes sense to me. I love kind of where you're going with this. If people are hearing this and thinking, well, I like to hear more about this stuff. We're going to put links in our show notes back to Jim's site on this because he's got a lot of blog posts. They're kind of around the same theme on this. And we'll link to those specific blog posts for you so that you can find them. But Jim, I want to be respectful of your time and our listeners' time. So thank you so much for taking your time out to share this with us.
Jim York (30:08)
Well, I've been very pleased to join you, Brian. Thank you for the opportunity.
Brian Milner (30:13)
Absolutely.

Apr 16, 2025 • 37min
#142: Communication Patterns Keeping Your Team Stuck with Marsha Acker
If your team keeps revisiting the same issues over and over again, Groundhog Day-style, this episode is for you. Leadership coach Marsha Acker shares why it happens, how to recognize hidden conversational patterns, and what to do when you feel stuck.
Overview
In this episode, Brian Milner sits down with executive team coach and author Marsha Acker to unpack one of the most frustrating challenges teams face: circular conversations that never seem to resolve. You know the ones; same issue, different day.
Marsha introduces a practical framework, structural dynamics, to help leaders and Scrum Masters decode what’s actually happening beneath the surface of their team’s conversations. From identifying communication patterns to creating space for dissent and inquiry, they explore how to break out of those conversational loops, build psychological safety, and foster real change.
Whether you're leading meetings or just stuck in too many of them, this episode will help you shift the dynamic for good.
References and resources mentioned in the show:
Marsha Acker
The Art and Science of Facilitation by Marsha Acker
Build Your Model for Leading Change: A guided workbook to catalyze clarity and confidence in leading yourself and others by Marsha Acker
#137: Stop Wasting Time with Guests Kate Megaw
#94: Connecting Teams and Leadership with Anthony Coppedge
Retrospectives Repair Guide
Better Retrospectives
Join the Agile Mentors Community
Subscribe to the Agile Mentors Podcast
Want to get involved?
This show is designed for you, and we’d love your input.
Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one.
Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com
This episode’s presenters are:
Brian Milner is SVP of coaching and training at Mountain Goat Software. He's passionate about making a difference in people's day-to-day work, influenced by his own experience of transitioning to Scrum and seeing improvements in work/life balance, honesty, respect, and the quality of work.
Marsha Acker is an executive coach, author, and the founder of TeamCatapult, where she helps leadership teams break out of communication ruts and lead real, lasting change. With two decades of experience guiding everyone from startups to Fortune 500s, Marsha specializes in transforming how teams talk, decide, and grow—one conversation at a time.
Auto-generated Transcript:
Brian Milner (00:00)
Welcome back, Agile Mentors. We're back for another episode of the Agile Mentors Podcast. I'm with you as always, Brian Milner. And today I have the honor of having Ms. Marcia Acker with us. So welcome in, Marcia.
Marsha Acker (00:12)
Hi Brian, it's good to be here.
Brian Milner (00:14)
Very very happy to have Marcia with us. Marcia is the CEO of a group called Team Catapult and she is a team coach. She does a lot of work with teams and leaders. She's an author. She's a speaker and we wanted to have her come on because of a book that she has out recently called Build Your Model for Leading Change. She also has another book called The Art and Science of Facilitation, which I'm sure is really appealing to a lot of people here as well. You know, as Scrum Masters, if you're a Scrum Master out there, we do a lot of facilitating. So that's probably a really interesting pickup for you also. But we wanted to have Marsha on because we wanted to talk about an issue that I hear a lot about in classes. This is something that I hear a lot of questions around, and it can be a really big source of issues when you think about working together in close, tight units as a team. And that's how teams communicate. kind of the issues and problems that we have with communication amongst teams. So, you know, when we're talking about this, we're talking about teams not listening to each other, not understanding each other, misunderstanding someone's motives, something like that. And one of the things I know that I've seen a lot, I've encountered this a lot, and this is one of the things that I know you talk about quite a bit in your book, is this kind of loop that we get in a little bit, right? We have these conversations where... It just feels like we're stuck in a loop. We're saying the same things over and over again. it's like, I in Groundhog Day? Am I reliving the same thing we just went through? So let's start there and just say, why do you think that that happens? Why do you think that teams have this kind of Groundhog Day effect where you might have these conversations that just kind of keep popping up over and over again?
Marsha Acker (01:35)
Mm-hmm. It's a great question, Brian. think a number of years ago, I had a background in facilitation, but I got really interested in this particular question because I found not only in my own experience, I had multiple examples that I could give you of conversations that I felt like I'd have with somebody. then we would be, a week or two later, we'd be back talking about the same thing. And I'd think, I, you know, from my perspective, I thought we resolved that. So, so why are we talking about it again? And then I noticed in my work with teams that they would do the same thing. So, you know, I'd be in a session with a team, I'd help them facilitate a decision. They'd make the decision and then I'd be back with them a month later and the same topic would be up. And I'm I just found myself confused. So I think, I think there are many reasons why that happens. But if I were to, If I were to create a theme for that, think there's a couple of big themes that I see play out. I think there are many places on our teams today where we stay at the surface level of the conversation. Like we get super focused on what we're talking about. So whether it's the tool that we're using, the features that are gonna be in the next release, like we get so super focused on it. And then we're hyper. aware of time boxes. So we want to make sure we talk about the thing, get the decision, and we want to do it in 30 minutes or less. I saw a post on LinkedIn the other day where someone was advocating that there shouldn't be any meeting that would need to go past 25 minutes. And I thought, see it really differently because I think while there are places where we absolutely do need to maybe just quickly exchange information or keep things moving along, or we just want to hear briefly from people. I think if we're advocating that every meeting should only take 25 minutes, we are likely going to have those Groundhog Day conversations because it doesn't give us the space to get to the real topic. So I think that's where we spend a lot of time talking about the thing, the topic, and we really don't create enough time to drop down into focus on are we really, there space here for me to share what I really think or do you just want me to show up here in this meeting that you're running? You clearly have maybe your own agenda. You feel like you've already got the decision made. And so you'd really like my role to be to just receive your information and go off and do it. So I think there's a complexity here of
Brian Milner (04:27)
Yeah.
Marsha Acker (04:32)
What's the topic we're talking about? Is it the real topic that we need to talk about? Or is there, is it sort of the mask for what we might be able to drop into a deeper conversation to have? Are we being super focused on a time box? And are we creating enough range in our meetings that we've got spaces where we are efficient and fast and very deliberate about the conversation and then other spaces where, you know, those topics that keep returning. They're great places to go, there's data here for us. I think of them as yellow flags. there's something here for us to explore further. So let's take this topic and let's carve out a little bit more time for it. I'm curious what you see.
Brian Milner (05:15)
Yeah. No, that's a great observation. And I think you're right. It is a frustration. Looking back over my career and looking back through corporate meetings and things I've been a part of, there is frustration with someone who's coming in and not really having a meeting planned and not really having an agenda. But I think there is another kind of side issue there that can cause a lot of misunderstanding about
Marsha Acker (05:33)
Yeah.
Brian Milner (05:44)
what we're trying to achieve and that's the purpose. If we're here for a certain topic, I can understand that, but then what is it that's expected of me in this meeting? Am I here to just receive information? Is this a knowledge dump or a status update from someone else? is this, we have an issue and we need to talk through it and fully understand it.
Marsha Acker (05:47)
Yeah. Mm-hmm. Yeah.
Brian Milner (06:13)
And I think sometimes that's what I've kind of seen is that there's this mismatch of, well, I thought I was here for this. And now it's clear that you don't really want my opinion. You just want to tell me what it is. And so now I'm refocused or the opposite. I thought I was here just to receive information, but now I'm realizing that you really need me to dig in and give you my educated advice on this. Well, I wasn't prepared to do that.
Marsha Acker (06:20)
Yeah. Yeah. Yeah. I think this notion, and I see it happen a lot with Agile teams, like somewhere in our professional careers, and I think there's very good reason for, like we get rewarded for, know, from the time we're in very early school all the way through the end of school, we get rewarded for having answers. And then we end up in the workplace and we find ourselves in collaborative spaces. And so I think there's this belief that, you know, someone who's calling the meeting, they will have a little bit of this internal story that if I come with only questions and no solutions, then what value am I adding? Like that's, how am I useful to this organization? I've actually had people say to me, why would this organization hire me to come in and ask other people questions?
Brian Milner (07:28)
Wow.
Marsha Acker (07:29)
And so I think that's really, I love giving voice to that because I do think that there's a narrative that sits in our organizations that I, and a little bit of a fear. Like if I come to a meeting and I'm asking people to collaborate or I'm truly asking them open ended questions and I want to hear what they have to say and we're going to listen to, you know, I talk a lot about wanting to create this collective intelligence. And I think it takes a while to access that in a group of people. that it requires us to be able to suspend this idea that we're not adding value if we're asking questions and to reframe our value as helping to tap into a collective. And you can certainly have a point of view or a perspective, but if you're really wanting to tap into that intelligence, then I think it requires something different of us if we're the meeting host or the meeting leader. I think the other thing that will happen too is depending on who's in charge, like senior architects or somebody senior in the team can also get caught in that trap. Like, well, I'm supposed to come with answers. And I think we can come with ideas. But if we're really wanting to collaborate, and then this gets to your point about why are we gathering? Because sometimes I think there will be places where somebody has already made the decision and they're not asking for input on the decision.
Brian Milner (08:42)
Yeah.
Marsha Acker (08:50)
but they're wanting to share the decision that's been made and enroll people in the decision that's been made and invite them into collaborating on actually how that's gonna get implemented. But we're not opening this conversation up for what's been decided about architecture, what's been decided about what's going into a release. So I think this clarity and intentionality like you talk about around purpose, why am I here? What do you want from me? It's huge. And I think it's really tied to also some of our thinking about how are we adding value.
Brian Milner (09:23)
Yeah. The comment about, know, people not feeling like they're adding value if they're just asking questions that, kind of, maybe it's just for my recent experience with coaching and everything, but to me that, that just, it's so contrary, you know, to, to my way of thinking now, I guess I would say in that, you know, when I've been a part of discussion, when I've been part of a meeting, that I've looking back, that I feel like has gone really well.
Marsha Acker (09:26) .
Mm-hmm.
Brian Milner (09:48)
Uh, or, or a person that I feel like has really contributed to the meeting. Oftentimes it, it is that person who is asking questions that get us to think in a different way to get us to consider from a different perspective. So, you know, that that's why it feels a little strange to think about it. I agree with you. I agree that that's, you know, the attitude of some people or that's the way they see, you know, how I contribute to a meeting, but it just feels like it's such the opposite of that. That might be the most valuable thing we could do is to get people to see things from a different perspective or consider maybe things they haven't considered about this issue.
Marsha Acker (10:25)
Yeah, I think it's one of the first mindset shifts in a transition from being a contributor to maybe managing or leading, whether it's you're just leading a team or whether you're leading a whole organization. I think this idea of where does value come from and what's my role in the value creation, it's a shift, I think, for us. I love when people can get to a place of thinking about creating containers in organizations where people get to be their best. And then it does, your thinking does shift from, what's the piece of content that I can contribute to? What's the question that would really unlock different perspectives? And I think the other piece about that is what's the question that would elicit a... I talk about it being opposed, but you know, a contrarian perspective or point of view, because I think that's the other thing that can keep us in these circular conversations is when what we're really thinking doesn't get said. So if I don't feel like I can tell you in the room what I'm really thinking, I'll tell everybody else offline.
Brian Milner (11:34)
Right. The meeting after the meeting, right? Yeah. Yeah. And that, course, gets to the heart of psychological safety and kind of those dynamics within a team. We started this off talking about kind of this feeling of getting stuck. And so I want to kind of come back to that a little bit and say, I want to ask you, what are some of the causes of that? Why do we find ourselves trapped in these loops?
Marsha Acker (11:36)
Yes. You Mm.
Brian Milner (11:59)
that just, know, whatever we decide doesn't actually do anything or we find ourselves right back in the same place. Why do these, what's causing this?
Marsha Acker (12:08)
Yeah, well, let's play around with a bit of a framework to help us think about what's happening in the conversation. Yeah. So there is a theory of structural dynamics. It comes from work of David Cantor. And what it allows us to do is sort of think about being able to code the conversation that we're happening. And by code, I mean it helps us focus not on the topic. So whatever the topic might be. It doesn't matter. It helps us focus on how we're engaging in that conversation more of the how. And so there are four actions. Everything that we say could actually be coded into one of four actions, which I think is really kind of fascinating. So you just made a move by taking us back and pointing to the topic about stuck conversations, right? So what keeps us stuck? And that's a move because you're pointing in a direction. So moves kind of set direction in the conversation. I could make a new move and say, you know, let's talk about, yeah, where we might meet at a conference sometime, Brian. But that's a totally different topic. So moves set direction in a conversation. The second action is a follow, which gets behind and supports. So I followed your move by saying, yes, that's great. Let's do that. Here's, and then.
Brian Milner (13:12)
Right. Yeah.
Marsha Acker (13:26)
And then a bit of a new move from me, let me introduce a language for thinking about that. So you made a move, I followed, and then brought in another move. So now we're starting to, by being able to name actions, we're starting to get a sense of patterns. So there's two more actions, the action of a pose. So a pose offers like really clear pushback. It says, no, hang on, stop. Let's not go off the bridge or. I really disagree with this piece about what you're saying. So it offers a clear pushback or constraint to what's been said. And then the fourth action is a bystand. And a bystand is a morally neutral comment that names what's happening in the conversation. So I could bystand on myself in a conversation and say, you know, I'm really feeling engaged by the dialogue, or I might say I'm really confused. or if we're noticing a pattern, somebody might say, I notice we're getting stuck. So a bystand is a way for people to name what's happening or bridge competing ideas. But the other thing, the benefit of the bystand is that sometimes it also slows down the conversation. So to your question about what gets us stuck, it's really helpful if we can separate. what we're talking about and start to briefly look at how we're talking because what gets us stuck in conversations is when one or more of those actions is missing over the course of time. So we need all four of them to be voiced. One of the biggest problems in our stuck conversations is that a pose goes offline. Not in every team. There will be teams for whom a pose is stronger. But in my experience in American business, for sure, a pose is often the thing that is missing or it goes offline. So the way it will play out, there's a couple of different patterns. One will be what we call serial moving. And those are teams. Like a meeting with serial moving will have lots of fast pace. So somebody says this. then we're talking about this topic, now we're talking about this. And it will, like, you'll have a feeling like we accomplished a lot, but then you walk out at the end of the session and you go. So we talked about, exactly, we talked about this, this and this, and I don't know what we decided.
Brian Milner (15:52)
What just happened, right?
Marsha Acker (15:58)
So people that leave those kinds of meetings, they'll have this sort of false sense of, yeah, we got somewhere when we really didn't, we didn't close things out. So serial moving can be a pattern that can keep us stuck because we don't close things. There can be another pattern where there's a lot of move and follow. We call it courteous compliance. Another word for it would just, I forget the other label that we can give to it, but there's the sense that somebody makes a move and everybody else just says, sure, fine. So it's lacking the energy of the dynamics that you would get if the other actions were active and being voiced. And then there's a pattern where we might have too much bystand. So in a team that starts to complain about why did we use this tool or, know, I'm noticing nobody's using Slack or I'm noticing, you know, when we, when something gets posted in Slack, nobody acknowledges it. So if you find yourself in a meeting where, people are sharing a lot of context or perspective, maybe we can, I call it a hall of mirrors. Like we've got lots of perspective, but what's needed is for somebody to really make a move and say, all right, so given that now, what do we want to do about it? So what's really fascinating about those, we can also get locked in a move and a pose, a really strong advocacy or argument. And what's needed in that kind of argument is we need more follow and bystand. But what I find fascinating, so a pattern that I see play out over and over again will be one of two, the serial moving or the courteous compliance. So we've got a lot of moves or we've got move and follow.
Brian Milner (17:25)
Yeah.
Marsha Acker (17:45)
And if I'm someone in the meeting that either doesn't feel like my voice is welcomed or that it would be a career limiting move to oppose you, what I'll do is start to use one of the other actions in place of my oppose. So if it's not okay for me to push back and say, Brian, I don't want to talk about that, or I disagree, I think we're going off track, then what I might start doing is just making new moves.
Brian Milner (18:02)
Hmm.
Marsha Acker (18:15)
So rather than say to you, hey, Brian, I don't want to do that, you'll be talking about something, and now I'm introducing another topic. Hey, can we talk about where we're going for lunch next week? Or can we talk about the meaning behind that word over there that we were using last week? we don't do it intentionally. It comes for really good reason.
Brian Milner (18:36)
Right.
Marsha Acker (18:39)
We will all have our own reasons about why we do or don't do that. But I think some of the greatest work to do in teams is to talk about those four actions, to normalize them, and to invite them.
Brian Milner (18:52)
I love this. what kind of fascinated me, caught my attention the most about what you were saying is when I saw these, and kind of reading up here and reading through your work prior to our discussion, those four modes, when I read it, the first time it seemed to make sense, move, follow, oppose, bystand. But when I saw bystand, it really did seem, my first initial gut response was, yeah. That makes sense. There are bystanders that are happening in meetings that just do nothing. They just kind of sit back and they're not going to be, you know, they're not going to get in the way of the flow of something. But the way you described it is really fascinating because it's not a passive thing. It is an active participation.
Marsha Acker (19:35)
Yeah. Yeah. Yeah. Actually, if somebody is, well, I love that you're naming that because I get asked that question all the time. So again, American business trends. So if you step into the mind of someone who believes that I'm really only adding value if I'm bringing ideas and the way we would code that would be often you're making moves. So people will tend to value. making moves and opposes because a lot of times that's what the culture values. If you're in an organization that says, bring me problems, bring me solutions, you will find a cultural pattern in there of people showing up and making moves and opposes throughout their whole meeting. It'll be a stuck pattern. It'll be overused actions. But if we think about, so bystand could be questions, asking powerful questions. what's that mean to us falls along the line of bringing inquiry into the conversation. And so it gives us a way to balance advocacy and inquiry. But bystand is, bystand and follow are active. If somebody was not saying anything in the conversation, we wouldn't know, we wouldn't be able to code them because they're not speaking. And those four relate to speech acts. So, We have to speak in order for it to be coded as something. But those people who are sitting back often have some of the best bystands. Like if you were to tap that person on the shoulder and say, hey, I would love to know what you see right now in the conversation, they'd probably be able to tell you.
Brian Milner (20:57)
Yeah. Yeah. Yeah. I love this. And, you know, one of the things we teach in our advanced Scrum Masterclass is having people kind of understand how to deal with conflict in their teams and stuff. And we talk about the Thomas Killman kind of five responses to conflict. And I'm seeing a lot of overlap here in these modes too of, some of these things sound like a certain response to conflict in certain ways as well. But before we run out of time, I want to...
Marsha Acker (21:30)
Mm. Yeah.
Brian Milner (21:43)
I want to make sure that we get to, if we're in this situation, what are some steps, what are some things we can do to break that chain and not just have the same conversation again next week.
Marsha Acker (21:48)
Yeah. Yeah. So I would love for people to just think about using those four actions, especially if you work with a team on a fairly frequent basis, right? You will likely, even as I describe those, you will likely start to be able to identify what's the pattern that might be showing up. So I think the first step is can you identify or create a hypothesis for yourself about what might our structural pattern be? So do I hear like really clear poses? You know, do we make a lot of moves? So if you can find the actions that are predominant in your conversation, that's really the first step. And then the second step, there are a couple of different things to counteract each of them. So if move is really strong and it's coming from certain people, designing your facilitated session or even inviting participants to other participants to be the ones to make the move. So inviting others to speak first is one way to do it. limiting the number of moves that people can make. So sometimes if I'm working with a team that has that pattern, I'll give them some kind of, I'll give them a poker chip or I'll give them a card that says move on it. And I will limit everybody to one move per meeting. So structurally, I'm asking people to start to constrain their own moves. And then asking them to then step into, know, if somebody makes a move, staying with it long enough. as, so as a facilitator, you might say, if you noticed that you've got multiple moves on the table, you might just say, Hey, we've got four topics. This, this, this, and this, which is the one that we want to dive into first. So that's another way of just prompting a group to follow a move that they've made. And I think if you're noticing, you don't have a pose. You. chances are that is not going to come naturally. So I think you've really got to design questions that surface it. asking for what are the risks or who sees this differently. A lot of times if I'm leading a session, I will ask people, where did I get it wrong or what do I have wrong?
Brian Milner (23:47)
Yeah.
Marsha Acker (24:12)
What am I missing? What might I not be seen? So those are all ways for me to prompt. And I think if you've got some hierarchy in the room or differentials about that, that's really got to come from the person who's sort of holding some of that positional power maybe.
Brian Milner (24:29)
Yeah, I love that because there's there's sort of a maybe it's an American culture thing. I don't know. But but I know in the business world I've experienced if you call a meeting if it's your meeting there there's sort of an expectation that you're in control, you know, you know, it feels like there's there's sort of a you're not invited to say something like, what am I missing?
Marsha Acker (24:52)
Yeah. Yep.
Brian Milner (24:53)
because that's sort of admitting that you weren't prepared for this meeting. But I agree completely with you, that's not really the case. It's just saying, I can't know everything, so what don't I know about this, I should.
Marsha Acker (25:09)
Yeah. And it's hard. That can be a hard question. And I often say to people, don't ask the question. Don't elicit a pose if you're not really ready to hear it. It can be hard when somebody says, I think it's a two-ee. I totally disagree with the direction that we're going. Because if I, as the person who's asked the question and now receiving that feedback, If it starts to show on my face or I disconnect from it, what's gonna happen is that gets registered across everybody in that room. And that'll be the last time anybody steps up to answer that kind of question.
Brian Milner (25:36)
Right. Yeah, I love as well when you were talking about, you know, the actions and maybe having tokens or stuff for people to have actions. think I don't, I'm sure this is maybe part of the intention of this as well, but I love the side effect of that, that yes, I'm limiting people who would be controlling to not, not take control of the entire meeting, but once they've spent theirs, now I'm in a situation where the people who maybe wouldn't be those people that would normally step up. They're the only ones who have that ability left. So you have that side benefit of I'm kind of making space for the quieter voices in this group to have a chance to speak up. And I think that's a really important thing in these kind of meetings too.
Marsha Acker (26:35)
Yeah, when we find ourselves in stuck patterns, there will be very good reason for, or the Groundhog Day conversation. There will be a pattern to the structure of that conversation that keeps repeating itself. And a lot of times what will be happening is somebody will make a move and very often the person that follows them will be the same person every time. So if Marsha speaks and then Brian follows and that's a pattern that gets set up. every single time. All it does is reinforce me to make more moves because I know you're going to be right behind me. And then over time, we're really unconscious, I think about it, as a structural pattern. But the rest of the team will start to fall back and be like, well, they seem to have it. There's no need. No need. So yes, what we're trying to do is change the behavior by looking at structure and finding ways to invite it.
Brian Milner (27:34)
That's awesome. This is fascinating. I want to be respectful of your time and everyone's time listening, I could go on for another hour in this conversation. This is just really fascinating stuff for me. And I want to point out to everyone again, if this is fascinating to you, we're going to put all the links to this stuff in our show notes so that you can easily just click on that and find it. But just to call it out again.
Marsha Acker (27:41)
You
Brian Milner (27:55)
Marcia has a couple of books out there that are in this topic area that could be really useful to you. One is the art and science of facilitation. And the one that I kind of took a deep dive into is called Build Your Model for Leading Change, which by the way, there's a subtitle of this, a guided workbook to catalyze clarity and confidence and leading yourself and others. And I just, would underline the workbook. Right? Because I think it's true. It is something to kind of work your way through. And it's not just a beach read. Yeah. Yeah.
Marsha Acker (28:27)
No, it's not. I like to think of it as a Sunday morning, maybe with a cup of coffee and a little bit of quiet space.
Brian Milner (28:36)
Yeah, love that. I love that picture. Well, Marsha, I can't thank you enough. You know, we've been kind of trading schedules and trying to align this to get Marsha on for a while. And, you know, when that kind of thing happens, for whatever reason, it always seems to be like, when the person comes on, it's like, wow, that was worth it. I'm really, really glad we went through that because this was a great conversation. So thanks so much. Thanks so much for sharing your research and wisdom here on this.
Marsha Acker (28:56)
I appreciate it.
Brian Milner (29:02)
and for coming on the show.
Marsha Acker (29:04)
Thank you for having me. It was great.