...copyright Elena Yatzeck, 2010-2017

Thursday, March 31, 2011

Rich Communication in Real Life

The agile community is full of people who say things like "communication must be as rich as possible," by which they mean, "in person, simultaneously in time, and proceeding from high level to detail."  Not content with this message, our community members often go the extra mile to say things like "there's no point in expecting good communication to occur otherwise. [heavy sigh]"

This leads to some seriously bad things happening when agilists attempt to communicate with each other in the environments in which they are normally employed.  REALITY CHECK:  how many of these are true where you are working today:
  • Your project members are distributed over multiple timezones (not to mention countries, cities, buildings, hallways, and or "cube bays")
  • Your communication platform is horrible.  You aren't allowed to use Skype (security risk!), you don't have any video access to anyone anywhere (next year's budget!), and even your conference phone bridges are prone to suddenly going bad after 10 minutes of conversation.
  • There aren't enough conference rooms, and they don't all have projectors, network connections, access to wireless or phones anyway.
  • Logistics around work spaces, communication, security, and software licenses are controlled by a faceless and cruel bureaucracy which moves slower than a glacier (or a smoke signal)
  • Everyone with customer-facing responsibilities who can tell you the requirements is doing (at least) two jobs
  • Some of those jobs aren't filled, either
  • All/most/many/some of the people you actually have access to on a day to day basis are not actually empowered to make decisions when you ask them
  • Meetings have to be planned eighteen weeks in advance and may still fall through at the last minute.
In short, if you're like many of us, you are working in the type of organization most likely to hire agile custom software delivery people:  large, corporate environments.  What to do, what to do?

Much to my growing aggravation, one thing a lot of us seem to do is pretend we're working in a small, co-located group anyway.  Because agile theory says "don't waste time on meeting minutes," and "writing is evil," we take a team which is ten people total, but working on four continents, and go ahead and build some kind of terse card wall with nothing on it but short statements in the form "as a...I need to...so that..." and some acceptance criteria, we schedule a daily standup (which devolves to weekly or monthly because people can't attend), we end up having side conversations to decide absolutely everything, but we don't tell people about them unless forced, (definitely not in writing! writing is evil!) and we roll our eyes if people complain that the decision-making process isn't democratic, and that nobody knows what's going on.  All of this in the name of "keeping communication rich."

I've ranted on this before, but I have a new angle today!  It's called "learning styles," and I think it can help us think about how to best provide rich communication in a different way, as well as throwing some light on some of the underlying prejudices behind the communication theory we agilists have been using so far.

North Carolina State University hosts an excellent set of materials on what they call the "Index of Learning Styles." They divide people into learning preferences on the following dimensions (each is a spectrum, and each person falls somewhere on each spectrum):
  • Active versus reflective learners:  "Active learners tend to retain and understand information best by doing something active with it--discussing or applying it or explaining it to others. Reflective learners prefer to think about it quietly first."
  • Sensing versus intuitive learners: "Sensors often like solving problems by well-established methods and dislike complications and surprises; intuitors like innovation and dislike repetition."
  • Visual versus verbal learners:  "Visual learners remember best what they see--pictures, diagrams, flow charts, time lines, films, and demonstrations. Verbal learners get more out of words--written and spoken explanations. Everyone learns more when information is presented both visually and verbally."
  • Sequential versus global learners:   "Sequential learners tend to gain understanding in linear steps, with each step following logically from the previous one. Global learners tend to learn in large jumps, absorbing material almost randomly without seeing connections, and then suddenly 'getting it.'"
So for me, the question is, "how best to accommodate all full-spectrum of learners" for communications needed during software delivery and subsequent support, rather than "how to make sure we don't waste time writing things down."
  • Communicating with active and reflective learners: in all written and verbal discussions, people who hope to transmit some kind of message to keep in mind that some people want to engage in a real-time discussion, but there will always be people who need to reflect on things before internalizing them.  This implies:
    • Active learners are going to be happiest having simultaneous meetings to hash things through in real time.  Simultaneous collaboration should be arranged for active learners.
    • Reflective learners may be more comfortable with iterating on a written document in their own time, rather than working on one simultaneously with others.
    • As a compromise, you could capture more of the full spectrum by having a combined approach:
      • For active learners, you need to have a real time meeting.
      • For reflective learners, it may be helpful to send "straw man" materials to be discussed ahead of the meeting.
      • For reflective learners, it may be helpful to solicit follow-up reactions after in-person meetings are held.
  • Sensing and intuitive learners:  Yesterday I had a senior person tell me he preferred for me to follow up with him casually in a hallway rather than setting up a meeting.  He didn't (and wouldn't!) but some theorists will go so far as to tell you to avoid scheduling meetings because that is "high ceremony."  That's why we have short stand-up meetings and avoid everything else.  Others of us, however, may hate to be interrupted.  This implies:
    • Intuitive learners don't like to wait for a meeting to discuss things.  Ensure that you have channels open in person, in writing, and over as many channels as you can, to free communication from spontaneous communicators.
    • Sensing learners don't like having to be interrupted all the time.  Ensure that you have regularly scheduled communications channels like meetings and scheduled written status announcements.
    • To accommodate both ends of the spectrum, 
      • For intuitive learners, you need to be open to sending and receiving messages spontaneously, likely using whatever means of communication is handy to people participating in the conversation.  You may need to take up twitter.
      • But for sensing learners, ensure that you hold meetings and/or make published roll-ups of all communications available on a regular schedule--the key here is that these should be comprehensive.  Don't penalize people for not being in that hallway that day with you and the VP.
  • Visual and verbal learners:  One insight the ILS provides is that written language is neither fully visual nor fully verbal.  "It is perceived visually and so obviously cannot be categorized as auditory, but it is also a mistake to lump it into the visual category as though it were equivalent to a picture in transmitting information. Cognitive scientists have established that our brains generally convert written words into their spoken equivalents and process them in the same way that they process spoken words."
    • If you are in an environment where you need to write things down to bridge a gap between two parts of the team, or to leave information for support people to follow later, please do go ahead and write it down.
    • But the bottom line is to accommodate both visual and verbal learning styles, ensure that anything you send out in writing has pictures.  "...to a visual learner, a picture is truly worth a thousand words, whether they are spoken or written. Making the learning style pair visual and verbal solves this problem by permitting spoken and written words to be included in the same category (verbal)."
  • Sequential and global learners:  on the ground we may sometimes be impatient with our peers who want to "spell things out" all the time, because it gets so tedious.  But that's how some people learn, so we need to handle that in our communications.
    • Global learners will appreciate your table of contents or meeting agenda.
    • Sequential learners will appreciate that you actually step through the contents and agenda, rather than just running away laughing after getting those out there.
In the end, when agilists say they prefer "in person, simultaneous and holistic discussions" without too many details, I think it's interesting to note that these preferences show an underlying prejudice towards communication at one end of each of the pieces of the ILS scale:  an agilist is probably someone we think of as "interactive, spontaneous, visual, and global" in thinking.

But of course ALL of us aren't like this, and for happy, productive teams who can get along even when not drinking beer together, the pragmatic communicator will build a project communication strategy which is friendly to people popping up in different areas of those continua.  And of course the ILS isn't the only theory of learning styles.  But it's all food for thought.

By the way, if you're interested in seeing what your own learning style spectrum looks like, and how to best to accommodate your own preferences for best learning, the ILS people offer this online quiz.  It's like Meyers-Briggs, only faster!

Sunday, March 13, 2011


Why does everyone here have such negative body language?
Do you remember the Saturday morning TV "Shazam/Isis Power Hour"?  Among the many wonders this show offered was young Billy Batson driving all over the US in a big recreational vehicle with his mentor, Mentor.  Despite Mentor's presence, the two of them somehow continually got into difficult situations which prompted Billy to shout "Shazam!" and transform into Captain Marvel in order to save the day.  I always think of "Shazam!" when mentoring comes up in conversation, and I can't help but get a momentary image of Mentor behind the wheel of the RV, eyes twinkling, but looking somewhat deranged.

Mentoring is a tricky business, and it is not for the faint of heart.  Superficially, it's quite straightforward.  You, the wise and senior person, make yourself available to Billy, a person of hidden talents and perhaps flowing brown hair, but nonetheless something of a punk, and give him sage advice in his times of need.  He is grateful and respectful.  You are modest, but you're still totally the one on the ball.

But what happens in real life?
  • Uncertainty:  One chief difference between you and young Billy is that you've been humbled by any number of situations in the past, and of the two of you, you are the one most likely to suspect that there may not be a good option out there in some difficult situations--it may simply be a choice for the lesser of two evils.  Like "if the CEO really thinks that power is the same as knowledge, it doesn't matter how much you empower the team, because he's still going to surprise them with complete changes of direction every four months, and they'll have to start all over again."
  • Rapid (but inexplicable) Cognition:  Your years of experience may give you a tendency to come to quick, shorthand, Gladwell-esqe "blink" type conclusions you can't fully explain to your mentee, like "I think that person is totally evil and probably enjoys inflicting pain but not leaving visible bruises."  These instincts could be very good, but if you can't explain them, the more rational of your mentees may not feel you've transferred anything of use to them in your conversation.
  • The Occasional "Shazam!" Moment:  sometimes you just know exactly what is going on for your mentee, and you can explain it to them in a few deft sentences, and leave them with a clear idea of how to move forward.  Like "if you want to quickly put together a good plan for implementing test automation in a legacy environment, just look at Mike Cohn's blog on the topic--he explains the whole thing!"
Despite our best efforts, we often cannot help our mentees learning difficult lessons for themselves.  Few people can actually learn from the experiences of others.  But we keep trying, and become more humble as we go.

It turns out that "mentor" wasn't originally a verb.  In Homer's literally epic "The Odyssey," Mentor is the name of the person Odysseus leaves in charge of his young son, Telemachus, when Odysseus goes off to the Trojan Wars.  Eventually, Odysseus comes back, and gets young Telemachus to help him wipe out the many suitors who have come to court Penelope, Telemachus's mom.  As part of this nuclear family defense plan, it turns out that Telemachus is actually strong enough to wield Odysseus's bow himself, but he tactfully refrains from doing so on his dad's signal, to ensure the appropriate happy ending to the story.

I'm not sure what Mentor was thinking as he observed this bit of byplay, but for me, part of the strength of being someone's advisor is that eventually the tables turn, and sometimes you learn more from your mentee than they learn from you.