Quick Tip – More effective meetings and gatherings by creating guidelines together

How many times have you left a meeting or social function feeling like it was a waste of time or not what you expected? Sometimes this could be due to hi-jacked or unfocused discussions (going off the rails and expanding the scope) arriving at no decision or an ambiance you really do not click with.

If you are organizing a meeting or social function with a purpose, an easy way to put things in your favor is by framing the context and setting the rules “to play by” or guidelines from the very beginning. This can also be considered a “social contract”.

This works, as no one wants to waste time or step on toes but sometimes we get lost guessing our role and the role of others and navigating invisible social rules. Materializing and clarifying these rules is also a great group bonding experience!

How it works

Where: Any get together: meeting, meetup, social function with a purpose. From 2 to 2 thousand people, though adapt the breadth of the rules to the size. Yes, even at the start of conferences! You will just have to organize a little bit more differently to get feedback.

Where not: If this is a holiday party with no objective to arrive at a result (unless it’s a speed dating ;p) this may be overkill. Also, yes, the rules for two people are different than those for 10. In fact, if small, may be best to create these rules together quickly in the beginning versus dropping an imposing structure on your collaborator(s).

Materials: Write the guidelines as you explain them and keep them visible throughout the full session. So any material to do so, such as a poster or white board, is necessary. Just having the guidelines in the first slide of a powerpoint is not as effective. Writing them with space for more items allows for people to voice their feedback and for you to easily add or modify the guidelines. You could have very easily not thought of everything, that is the power of the group.

Alert! Open and reusable: It is important (especially) when you do this the first time to see it as just a draft, open to feedback. In fact, crave it ! It is a social contract so the group must feel comfortable to continue. These guidelines often can be and should be reused like any contract. So once you set them together, just need to remind the group before each appropriate meeting, ask for feedback and adapt if context changes.

Steps (should take around 10 minutes max):

  1. First introduce the reason for getting together and the objective. Be sure to ask for feedback, modifications and if it is clear. Example: We are here to decide on the vision and next steps for the home-owners association. Our objective is to finish with a vision statement and list of first actions for the upcoming spring).
  2. Explain the Agenda
  3. Then reveal the guidelines, setting the mood. One by one is best. Ask for suggestions to modify, add or delete. Briefly also explain WHY each was chosen. Example (suggest you write only the title of each item and say the rest):
    1. Open Minds – No ideas are bad ideas. Judgmental free zone.
    2. Community in your image – Constructive feedback is welcome. Any ideas to improve our collaboration or initiatives you would like to own are welcome. To discuss at time allotted at end.
    3. Efficient Timing – Keep to the timing to ensure we get everything done. We can always adapt the agenda for next time if structure is too tight.
    4. Listening – One person speaking at a time. Please leave the room for side conversations or to answer phone. We will save time at end for discussions and catching up.
    5. Have fun! – Let your minds be creative.
Image by ThePixelman of Pixabay

Some notes:

  • I find these guidelines are especially important before a brainstorming session or soft-skills workshop to ensure everyone is in the right spirit.
  • Notice word choice for the titles is important (as they will be seen over and over again). I suggest positive wording over negative. Instead of saying what NOT to do (lots of research points to why this does not help behavior change) say WHAT you gain. Also, avoid any phrasing that is too authoritarian… no one likes to feel like you are back in school. So instead of ‘Do not go over time.’ or ‘Respect the timing’ I chose ‘Efficient Timing’. You will gain a more positive mindset culture and increase likelihood of engagement.
  • A bonus perk, is just in constructing these rules with your collaborators (perhaps in a planning pre-meeting or even live with the participants) you are also creating connections, removing potential communication roadblocks and solidifying your own vision.
  • These guidelines could become team guidelines or values. Great idea for a community with a long life and for building and promoting a specific culture.

Let me know if you try it out!

What is a Coach? + Agile for small brands and UX research for all …

Part III is out of my sit down with my friend and research design extraordinaire, Nikki Lavoie (and overall inspirational BOSS). She is founder and CEO of MindSpark International and the UX(r) Factor vlog.

Part II in case you missed it is here, though it is ok to jump to this part. Part III focuses on: Agile applied to smaller brands, what in the heck I do as a coach and how qualitative UX research can help my clients (or anyone).

Would love to know your thoughts and questions. How did you apply Agile to your small brand? What are your unique needs? Have you worked with a coach before? What are the best practices for UX research + Agile? Discuss.

On the run? This series is now available as one full episode in podcast form here.

An American Agilist in Paris perspective: French vs USA agile motivations, what is the future of Agile and how can I get started?

Part II is out of my sit down with my friend and research design extraordinaire, Nikki Lavoie (and overall inspirational BOSS). She is founder and CEO of MindSpark International and the UX(r) Factor vlog.

Part I in case you missed it is here, though it is ok to jump to this part. Part II focuses on: Agile motivations in France vs USA, a little bit of the history of Agile, what is future and what is a small step forward if you are interested in implementing Agile.

Pst: the full article on first babystep towards Agile and the Agilist I reference around 10:00 is Nicolas Kalmanovitz.

Shortly the final video in this series will be released, which will focus on implementing Agile and it’s mindset in small companies.

Would love to know your thoughts and questions. What is your experience in Agile in other countries? What do you think the future is (Agile or other)? What did you do first in your Agile journey? Discuss.

On the run? This series is now available as one full episode in podcast form here.

Final vlog is out! Check it out.

Agile? What is it? All buzz? UX Research plays what part?

I recently sat down to discuss Agile and UX Research with my friend and research design extraordinaire, Nikki Lavoie (and overall inspirational BOSS). She is founder and CEO of MindSpark International and the UX(r) Factor vlog.

This video is a great little intro into Agile (or my view on it) ;p and also some of the pitfalls. Check it out!

This is the first in a series. Next we talk views of the international community and our experiences working in France. EDIT: Part 2 is here.

Would love to know your thoughts and questions. Agile all buzz? How have you applied UXresearch in your agile practices? Do you like superheros? Discuss.

On the run? This series is now available as one full episode in podcast form here.

Tuto – Animer Une Réunion – Et les réunions à distance ? Quels son vos règles ?

Réunions à distance ? L’horreur ! Je reviens sur ScrumLife avec quelques astuces pour aider installer la culture et l’engagement à distance. Beaucoup des règles peuvent appliquer même aux réunions en personne ! Autres idées ? Dîtes-moi !

Cliquez ici pour mon autre vidéo sur des équipes distribuées et ma présentation.

But wait ! Un exemple pour la route – règles de fonctionnement … cocrées

Commencer de mettre en place des règles de fonctionnement des réunions au sein de votre équipe (à distance ou en personne !). Pour faire, juste brainstorm en groupe (les gens à distance aussi) et voter. Puis placer les règles dans un endroit en ligne et visible pour tout le monde à voir. Tester et puis les revoir après un mois ou deux. Voilà !

En bas un exemple des règles de fonctionnement, mais tout dépend sur votre problématique et votre contexte :

  • Une personne parle à la fois
  • N’hésitez pas à clarifier : Faire un signe/boîte à Moo/bruit/function sur le logiciel … quand perdu pour signaler de la mauvaise connexion d’internet ou si vous avez une question
  • Coupez le micro pendant vous ne parlez pas
  • Utilisez la vidéo
  • Assurez tous les locaux ont de la bonne connexion d’internet, logiciel réunion à distance et capacité pour vidéo
  • Soyez à l’heure sinon prévenir l’équipe
  • Commencer à l’heure même si tout le monde n’est pas là
  • Toujours décrivez qu’est-ce que vous montrez pour eux à distance (sportscast)
  • Envoyer l’agenda en avant de la réunion (24 heures). Tout le monde doit le lire avant.
  • Toujours quand vous avez des supports, les envoyez en format digital à tout le monde au moins 24 hours avant la réunion
  • Utiliser des rôles délégués, tournant, les coéquipiers à distance incus
  • Fin de réunion, le scribe envoie les notes à tout le monde/placent sur le wiki/etc.
  • Quel d’autres ? Dîtes moi dans un commentaire



Product Thinking et toi (and you) – Why everyone should use it and apply to their professional and pro life + Best Practices of Product Management

(English below or jump there)

Les “best practices” de Product Owner comment est-ce que vous pouvez les utiliser pour améliorer votre propre vie ou vie profesionnelle ? Les découvre dans mon atélier j’ai fait hier à Agile Paris by Night de Agile Tour

Les diapositifs : https://lnkd.in/dXvRd58

Le feuille d’exercices : https://bit.ly/327AK0b

Chapeau à Agile Paris by Night … toujours un événement formidable et inspirant. Merci encore. C’était mon honneur d’anime mon atelier avec autres orateurs supers. Grand merci aux participants pour votre énergie, votre participation et vos éxchanges.

Svp, si vous les utilisez m’envoyer du feedback comment ç’a passé 🙂

— ENGLISH —

Yesterday I reawoke the workshop “Everyone is a Product Manager (Yes, even you!)” but did it completely in French. Just in case it may be of use to you here are the slides in English from when I did it at LeanKanban and AgileNord in 2017.

It goes over the best practices of Product Management PLUS how that can even be applied to your personal life. I crave your feedback!

Slides: https://www.slideshare.net/…/everyone-is-a-product-manager-…

Worksheet: https://goo.gl/YtNwt4

Please be sure to let me know if you use this, how your results were or any feedback! Thanks.

Être agile avec des équipes distribuées, offshore ou en télétravail + l’importance de choix des mots

J’ai passé au ‘tube … Youtube! Scrum Life est une série formidable sur l’agilité avec un vrai esprit de partage et de communauté. Abonnez-vous ! Ils m’ont invitée pour discuter des équipes distribuées.

Bonne séance ! Attention : Il y a des commentaires / partages supers sur le vidéo donc ne les rater pas. Continuez en bas de cette poste pour une pépite extra.

Il était inspiré par mon talk en 2018. Il y a des diapositives.

Les mots sont importants, même les petits peuvent avoir un grand effet

Pour moi, une grande partie de l’agilité … Oubliez ça … Une grande partie de la vie est la communication. En fait, elle est la partie la plus importante.

On pense que notre choix de mots a aucune importance si le message n’est pas méchant mais ce n’est pas vrai. Même les petites gouttes de l’eau sculptent les grandes pierres avec du temps.

Souvenez la première fois vous êtes appelé(e) “mon petit ami” ou “ma petite amie” ? Et puis vous êtes devenu(e) “mon bijou” ou peut-être “mon coeur”, …. Comment est-ce que vous avez senti ? Que vous apparteniez ? Souvenez une fois qu’une personne rigolait et vous a appelé(e) “bête.” Pas super, non ? Et si dit plusieurs fois ?

Le choix de mots est important pour tout le monde, même comme on parle de soi-même. Mais les personnes qui souvent commencent et entretiennent tout sont les chefs et les leaders. Ça inclut le sujet des équipes distribuées, en particulier les gens “pas chez-nous” (pays ou entreprise).

Ma liste des phrases d’éviter:

  • offshore
  • nearshore
  • équipe centrale
  • équipe principale
  • équipe externalisée
  • les contracteurs / les consultants
  • l’équipe de [Boîte X]
  • les [ethnicité ex: Indiens]
  • les esclaves / les robots (Vous pensez que c’est évident mais ce n’est pas vrai pour tout le monde ! On rigole jamais sur ce sujet, même des petites blagues ont leur effet.)

Quelles d’autre phrases pour vous sont interdites ?

Puis vous dîtes, “Donc on utilise QUOI, Sheila ? Vous interdissez tout !”

Utiliser :

Notre Équipe

C’est simple mais efficace ! Quelles d’autres phrases évitez-vous actuellement et pourquoi ?

Checklist: Do I have the Agile/Learning Mindset?

Image by Free-Photos from Pixabay

In a series of mini-blogs I will be sharing some checklists and anecdotes, mostly based around the Agile Mindset or as I call it, the Learning Mindset.

I am a very nondogmatic coach for everything (meeting structure, scrum/kanbanban/scrumbanaFeLess?, roles)… as for me it depends on the context and unique needs of the business and market.

Well, I am nondogmatic except for the Agile/Learning mindset! For me and many Agilists it is the #1 prerequisite in work and even private life. This is especially true for the management calling for any Agile transformation. There needs to be at least the self-awareness and desire to adapt, change to, and invest in the Agile/Learning mindset or the “transformation” is dead in the water.

So… Let’s do a self-check quiz. As you strive to be the change you want to see in the world! Or at least around the water cooler.

Do I have the Agile or Learning Mindset?

  • I can tell you my big-picture vision and “Why” (raison-être) and that of my team and our product. I let this drive me versus the “What” (how we do it) which is flexible.
  • I seek to take small iterative steps that deliver value (end client functionality or service quality), but keep in mind the mid to long term vision.
  • Despite having set my vision, I revisit it often and always leave room to challenge and change my preconceptions and end goal.
  • I am driven by continuous improvement. I believe in testing, learning from my “failures” and adapting. In fact, I believe there is no such thing as failure!
  • While change and questioning is good, I still know I must also decide universally with others, implement and fully test before changing again.
  • I know that every person in my life and team have their own unique skills and point of view. I strive to understand them, empower them and learn from them.
  • I believe in clear communication, including the definition of roles and needs. I seek to express my needs and listen to the needs of others.
  • I work alongside others. I understand I cannot control others nor should I try.
  • I admit when I am wrong and apologize if necessary. It is my strength not my weakness. I feel the same for others when they apologize and I listen to them.
  • For me, it is more important to have a functional product then a beautiful or “perfect” product.
  • I think in terms of a living product that continues to live after it is released versus a project that ends. I understand change and evolution is a constant and not negative.
  • I desire to get to know my customers and create a partnership.
  • I test my product with real customers as soon as possible. Best yet, I test a prototype before building or releasing it. I do not stop there, but continually seek client feedback.
  • As well, I seek feedback on myself, as it allows me to grow.
  • I respectfully give feedback.
  • For me, documentation is “living” meaning it changes often and is light enough to be usable and maintainable.
  • I believe: No process is immutable. We, together, question and adapt processes and how we work.
  • I go into all situations, even “old” ones with an open mind, ready to collaborate and progress.

Any to add?