During this step I explore all the elements like business context, enterprise and individual personality, culture and atmosphere.
Before I start to propose and negotiate an agile roadmap, I need to understand what I am stepping into, and where the boundaries, taboos and pitfalls might lay.
Helping the client create a vision of successful outcome is an essential practice. When I visualize success with a client we are preparing for agility in a number of ways. We are clarifying what success looks like and assuring that consultant and client are anticipating the same process and outcome.I am also helping the client develop a communication scheme that can be used to create momentum around agile evolution.
I will validate the client's vision of agility, what it means and its perceived benefits. I've called this visualization step out separately, because I believe it to be a critical predictor of success. I we can come to a common understanding of agility's potential strategic impact, its iterative, exploratory nature, and the roles, commitments, and success criteria for all players, we've prepared for the agile transition.
We have helped the client envision our agility roadmap, we've reassured the client that we can do this, and we've started the process of articulating an agile vision across the enterprise.
The key to observation and planning are transparency and discipline. Transparency builds the trust that underlines any agile transition. When trust develops, the boundaries among teams start to evaporate and new forms can emerge. Discipline is also key. Groups need leadership.