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Strategy Deployment with the X-Matrix

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Page 1: Strategy Deployment with the X-Matrix

STRATEGY DEPLOYMENT WITH THE X-MATRIX Karl Scotland

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 2: Strategy Deployment with the X-Matrix

Read the questions below, and choose one to ask three or people in the room who you don’t know. Record their answers and be ready to share the results of your survey with your table. • What is the most important fact you already know about Strategy Deployment?

• What is something you want to learn about Strategy Deployment?

• Why is Strategy Deployment relevant for this conference?

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 3: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

"It's about empowering the players to make decisions for themselves rather than ruling over them"

But while some clubs work in silos, Leicester's backroom teams have drawn together to help turn the club into winners, despite competing with clubs with far greater resources.

http://www.bbc.co.uk/sport/football/36189778

Page 4: Strategy Deployment with the X-Matrix

Agenda

Strategy Deployment

Catchball

The X-Matrix

Getting Started

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 5: Strategy Deployment with the X-Matrix

Doing Agile is a tactic

Being Agile is an outcome

Having Agility is a strategy

All to have business impact

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 6: Strategy Deployment with the X-Matrix

STRATEGY DEPLOYMENT The need

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 7: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

I always encourage people to try new things and experiment to find what works best for them. Dean Karnazes

Page 8: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Jason Little

Page 9: Strategy Deployment with the X-Matrix

Ship in a storm going in the right direction

Direction Management

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

https://flic.kr/p/ncXP2D

Page 10: Strategy Deployment with the X-Matrix

Any form of organisational improvement in which

solutions emerge from the people closest to the problem

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

https://flic.kr/p/ncXP2D

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

David Snowden

Page 12: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Governing constraints guide what should not be. Enabling constraints guide what could be.

Page 13: Strategy Deployment with the X-Matrix

On your tables, discuss how Strategy Deployment relates to the Kanban Method’s change management principles. • Start with what you do now • Agree to pursue improvement through evolutionary change

• Encourage acts of leadership at every level, from individual contributor to senior manager

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 14: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Catchball

X-M

atrix

Intent

Action Autonomy

Alig

nmen

t

Von Moltke

Dan Pink

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Outcomes

Plans Actions

Knowledge Gap: The difference between what we would like to

know and what we actually know

Alignment Gap: The difference between what we want people to

do and what they actually do

Effects Gap: The difference between

what we expect our actions to achieve and

what they actually achieve

Stephen Bungay

Page 16: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Outcomes

Plans Actions

Knowledge Gap: More detailed

information

Alignment Gap: More detailed

instruction

Effects Gap: More detailed controls

Stephen Bungay

Page 17: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Outcomes

Plans Actions

Knowledge Gap: Limit direction to

defining and communicating the

intent

Alignment Gap: Allow each level to define how they will achieve the intent of the next level up,

and ‘backbrief’

Effects Gap: Give individuals freedom to adjust their actions in

line with the intent

Stephen Bungay

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CATCHBALL Towards Autonomy

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Catch

Reflect

Improve

Pass

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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Plan

Do

Study

Adjust

Plan

Do

Study

Adjust

Plan

Do

Study

Adjust

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 22: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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THE X-MATRIX Towards Purpose

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 25: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Results

Tactics

Outcomes Strategies

generate

generate

implemented by

implemented by

lead to

Impacts Lagging Economic Model

Indicators Leading Capability Model

Activities Experiments Investment Model

Constraints Enabling Decision Model

Correlation Coherence Contribution

Correlation Coherence Contribution

Correlation Coherence Contribution

Correlation Coherence Contribution

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 27: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 28: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Increase revenueResult 2

Result 3

Fitne

ss fo

r Purp

ose

Seco

nd St

rateg

y

Third

Strat

egy

Fourth TacticThird TacticSecond TacticMetrics

Impro

ved NP

S

Third

Outc

ome

Seco

nd O

utcom

e

Fourt

h Outc

ome

Fifth

Outco

me

x%

Page 29: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Create an X-Matrix on a sheet of flipchart paper and populate it using a selection of the items below. •  Aim to have 2-3 Results, 2-3 Strategies, 5-7

Outcomes and 5-7 Tactics. •  Add your own qualifiers (e.g. increase, lower,

more) and rephrase to be more specific if appropriate.

•  Complete the correlations between your choices.

Page 30: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

It’s the memory of what was said and felt that creates alignment,

not the final piece of paper. Thomas L. Jackson

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“it is a communication tool for dialog between individuals to support collaborative problem-solving and mentoring processes. And the process of creating the report becomes the real value of the thing.” Durward Sobek

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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GETTING STARTED Towards Mastery

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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• Use X-Matrix to determine improvement initiatives

Alignment

•  Form cross-organisational teams to play Catchball

Autonomy

• Define and run a portfolio of experiments

Assessment

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 37: Strategy Deployment with the X-Matrix

Cadence is the use of regular, predictable rhythm within a process. This rhythm transforms unpredictable events into predictable events.

Don Reinertsen

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 38: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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Not quite yet

One the way

Ready to roll

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Think about what you have learned today and assess your readiness to get started. Move to the part of the room that represents your readiness.

Page 40: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Form standing pairs or triads and answer the relevant question for your level of readiness. • “Not quite yet” – what will it take for you to be “on the way”?

• “On the way” – what will it take to be “ready to roll”?

• “Ready to roll” – what will it take to remain “ready to roll”?

Page 41: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Listen to everyone, follow no-one. Dean Karnazes

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Form standing groups of three to five people made up of people from different tables. Share your answers to the following questions in your standing group.

• What are the most important concepts you learned in the workshop?

• How will you use what you have learned?

• What is one question you still have about Strategy Deployment and how will you find the answer?

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

Page 43: Strategy Deployment with the X-Matrix

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment

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THANK YOU! Questions?

Karl Scotland @kjscotland http://availagility.co.uk #LKNA16 #StrategyDeployment