Introduction
Most people associate Scrum Masters with facilitating meetings, removing impediments, and helping teams follow Scrum. While those responsibilities are important, they only tell part of the story. In this skill, you'll begin exploring the deeper purpose of the Scrum Master role by learning how experienced practitioners observe systems, recognize patterns, and influence the environments in which teams operate. By the end of this lesson, you'll start seeing Scrum through an entirely new lens!
The Scrum Master Most People Imagine
Ask ten people what a Scrum Master does and you'll likely hear ten variations of the same answer. Those answers aren't wrong but they rarely capture the full purpose of the role. In this section, you'll challenge common assumptions and begin distinguishing between visible responsibilities and meaningful organizational influence.
Knowledge Check
Which statement best reflects the primary message of this section?
What Experienced Scrum Masters Actually Do
Experienced Scrum Masters spend less time directing work and more time developing people, strengthening relationships, and improving organizational systems. Their success isn't measured by how many meetings they facilitate, but by how effectively teams grow without depending on them. This section explores the habits and mindset that distinguish experienced practitioners.
Knowledge Check
An experienced Scrum Master is likely to do which of the following?
Learning to See the System
Visible problems often represent deeper organizational patterns. Rather than reacting to isolated events, experienced Scrum Masters learn to recognize recurring behaviors, gather evidence, and ask better questions before recommending change. In this section, you'll begin developing that systems-thinking mindset.
Knowledge Check
Which behavior best reflects an experienced Scrum Master's approach?
Organizational Gravity
Organizations naturally develop habits, structures, and incentives that influence how people work. Even highly capable Scrum Teams can struggle when those forces pull them toward familiar behaviors. This section explores why understanding the organization is just as important as understanding Scrum.
Knowledge Check
Which situation best illustrates Organizational Gravity?
Leadership Without Authority
Scrum Masters rarely rely on formal authority to create change. Instead, they influence through trust, coaching, thoughtful questions, and meaningful relationships. This section explores how leadership is built through credibility rather than position.
Knowledge Check
Leadership without authority is primarily built through which of the following?
Seeing Scrum Through a New Lens
By now you've begun looking beyond Scrum events and individual behaviors to understand the larger system surrounding the team. This final section brings everything together, reinforcing the idea that experienced Scrum Masters improve environments before attempting to improve outcomes.
Knowledge Check
Experienced Scrum Masters are remembered most for which of the following?
Test Your Knowledge
Download the Scrum Master Lens Canvas below and use it to generate ideas, and to answer the following questions. Good luck!
Knowledge Check
Which statement below did the Scrum Master not observe?
Knowledge Check
What is the Team's Energy level in the Health Snapshot?
Knowledge Check
Which of the following are the Scrum Master's current intentions for the day? (Choose 3)
Knowledge Check
Which kind of pressure is presented in the Executive email excerpt?
Knowledge Check
How long is the "Focus Pact" experiment that SM is proposing?
View Transcript
Introduction
0:00Welcome to the first skill of the PSM II, now called Advanced Course. I'm Bob Mailer. I am PSMA
0:08certified. In fact, I have multiple PMI and Scrum certs, and I only tell you that so you understand
0:15that I've been around, I've done a lot, I've earned some of the certs, and I've put a lot of
0:20the pieces together. So here we go. By the end of this skill, I want you to stop thinking of the
0:26Scrum Master as the person who facilitates Scrum events and start seeing them as a leader who
0:33shapes the environment where great Scrum can emerge. And why does it matter? Well, many Scrum
0:40Masters become highly proficient at facilitating Sprint planning and leading daily Scrums and
0:46organizing Sprint reviews and coaching teams through retrospectives. Those are valuable
0:52responsibilities, no doubt about it, but they only represent the visible side of the role.
0:58Experienced Scrum Masters understand something deeper. Teams don't operate in isolation. They
1:05exist within organizations filled with competing priorities and leadership expectations and
1:11cultural norms and technical constraints and human behavior. People, people, and more people.
1:17When a Scrum team struggles, the most important question isn't, what did the team do wrong?
1:24The most important question should be, what conditions led the team to this point?
1:30So throughout this course, we're going to learn to look beyond the Scrum events and begin
1:35recognizing the system that influences every Scrum team. That shift in perspective is what
1:41separates someone who understands Scrum from someone who can practice it at an advanced level.
1:48So let me lay the scenario for you. Throughout this course, we're going to use a single case study
1:53with my friends at PulsePoint Medical. Now they're made up, but it's good to stay with
1:59one company and follow them all the way through the process. I don't like jumping around.
2:05So welcome to PulsePoint Medical. Over the last two years, the company has expanded rapidly
2:12and what started as a single Scrum team has expanded into three cross-functional teams.
2:17They're responsible for different areas of the remote patient monitoring system. Think wearable
2:24devices for people with cardiac problems. That way they can notify emergency medical care very quickly.
2:32They can get help even faster. So growth has been exciting, but it's created new challenges.
2:39Sprint goals are actually being missed more often and developers receive competing priorities from
2:45multiple leaders. And now we have stakeholders bypassing the product owners to request work
2:51directly from the teams. Now, retrospectives are generating thoughtful improvement ideas, yet many
2:58of those problems are still there in the next sprint. Executive leadership has reached a grand
3:05conclusion. The teams need to do Scrum better. Well, here's the funny part, only it ain't so funny.
3:14You've just been assigned as the Scrum Master supporting these teams. So before recommending
3:20a single solution, you decide to understand what's really happening and that decision will define
3:26everything that happens after that. So here are the learning objectives. By the end of this skill,
3:32hopefully if I've done my job right, you'll be able to differentiate between Scrum facilitation
3:39and professional Scrum leadership. You'll be able to explain why experienced Scrum Masters focus on
3:46systems instead of isolated events. You'll recognize organizational influences on team
3:53performance. We're also going to introduce the Scrum Master lens, trademark pending, don't steal
4:00that, that one's mine, and apply it to everyday situations. We're going to distinguish between
4:06observable symptoms and underlying causes. And finally, we're going to prepare to analyze
4:13organizational systems as we move towards skill two. So every single skill in this course is going
4:20to lay the foundation for what follows. Hopefully by the end of it, you will have moved beyond
4:27understanding Scrum and understanding Scrum Master leadership. So here we go.
The Scrum Master Most People Imagine
0:00Welcome to section one and let's talk about the Scrum Master that most people imagine.
0:05Let's begin with a simple question. What does a Scrum Master actually do?
0:10And if you ask that question in any organization, you're going to get some very familiar answers.
0:17What you're probably going to get is, well, they facilitate ceremonies and they remove impediments.
0:23They protect the team and coach and ensure that Scrum practices are being followed.
0:29They also track progress because the goal is to deliver value in every single sprint.
0:36And if everyone is saying that, it must be true, right? Maybe, maybe not. Let's find out.
0:43Let's wander over to the whiteboard and see what we can see. Maybe we'll see that.
0:49Maybe we'll see something different. So there is an expected behavior,
0:54work coordination, event facilitation, order maintenance, making sure everyone's not
1:01swinging wildly at everything and freaking out because something didn't go right.
1:05But what about the outcomes? Are they achieving their sprint goals? Do they collaborate well?
1:12Do they have a harmonious relationship, sometimes referred to as rapport and esprit de corps?
1:19I don't know. But when I think of work coordination and facilitation and
1:24maintaining order and removing impediments, that's Scrum at its most basic level.
1:30So that really doesn't do a lot for me. And why does this perception exist?
1:36Well, it exists because most people only observe Scrum Masters in meetings.
1:41They don't have any visibility to what's happening behind the scenes.
1:45They don't see the coaching. They don't see the conflict resolution that they help
1:51prevent and or then solve. They don't see the team development.
1:57They only show up at prescribed times, retrospectives, reviews, depending upon
2:04who the stakeholders are, and they see what they see. But they don't see what's happening in the
2:09back. And that's only part of the story. In fact, that's not even half the story.
2:15So Scrum events are simple. They're simply opportunities for transparency and inspection
2:22and adaption, also known as TIA. You probably remember that from PSM-1.
2:28But all of that does not guarantee continuous improvement. Or in this case, I have it down as
2:34Kaizen, continuous improvement in the form of small steps. Everyone prefers small steps
2:41because it's simply easier to deal with. And what about meaningful collaboration?
2:47Does facilitating those Scrum events actually equal meaningful collaboration, cooperation,
2:55commiseration? Probably not. And I would say most often, absolutely does not.
3:02Again, the basic level of Scrum is everything I'm talking about. It's the deeper stuff that you need
3:10to understand for the PSMA. And I'm going to tell you, I smoked the PSM-1 exam. The advanced test,
3:18a little more difficult because it focused on the mindset. And that's where I'm trying to take you.
3:24So busy teams may appear very productive. They have lots of activities on the board,
3:29and they may not be agile. Why? Because valuable outcomes are more important,
3:36are greater than more work. Nobody cares if you made 200 cold calls today, if you're in sales,
3:44did you book any meetings? Because if the answer is no, it sounds like it's just busy work
3:51and no one's interested in that. And then there's the operational cost.
3:56Sure, the Scrum Masters, they're doing his or her job. They're helping manage calendars,
4:02they're facilitating meetings, they're resolving interruptions, they're protecting the teams,
4:07they're reducing bottlenecks, all of that stuff. And if you look at the sum of all of those
4:13operational activities, does it equal more work or does it equal better outcomes?
4:22Does it equal better performing teams? And if you don't know the answers to those questions,
4:28it doesn't sound like we've crossed that line. So we need to listen before we solve.
4:33And experienced Scrum Masters are curious. They're curious about why something happened.
4:41Obviously, what happened is important, but it's the why that matters. And one of the things I'm
4:48fond of saying, and you can use this, is the difference between your problem and our problem
4:55is the why. And it's the same thing here. Why did this happen? Because if we don't understand
5:02why it happened, guess what? It'll just continue to happen. So now we're going to shift to the
5:09Scrum Master lens. We're going to shift from who did what to what conditions caused this. These
5:18may be part of the symptoms. That is likely causation. That is likely what allowed it to
5:26happen. And if we don't understand that, guess what? We're just going to be putting band-aids
5:32on scratches and not figuring out what caused those scratches in the first place. So this is
5:39a different journey, understanding how the organization works, understanding the culture,
5:45recognizing patterns. And it looks like there's my first misspelling. Recognizing patterns is
5:54really how we're going to help the team succeed. Well, that was amazing. So if you walked into
6:00PulsePoint tomorrow, what would you observe before offering your first recommendation?
6:05Take a moment to think about that. Not what you would change, not what you would fix. Simply,
6:12what would you want to understand first? That question may be the single biggest difference
6:18between an inexperienced Scrum Master and an experienced Scrum Master. So at the beginning
6:25of this section, I asked a simple question. What does a Scrum Master actually do? And hopefully
6:31your answer has already started to change. Yes, they facilitate events and they remove impediments
6:37and they coach teams. But those activities are only valuable when they contribute to something
6:43much larger, creating an environment where great Scrum can emerge. And before we can improve that
6:50environment, we have to learn how to see it. So in the next section, as we close this out,
6:56we'll begin exploring what experienced Scrum Masters actually do differently
7:01and why their influence often extends well beyond the boundaries of a single Scrum team.
What Experienced Scrum Masters Actually Do
0:00All right, welcome to section two.
0:02And we're gonna talk about
0:03what experienced Scrum Masters actually do.
0:07Now, if section one challenged
0:09what many people believe a Scrum Master does,
0:12this section begins answering a much more important question.
0:15What do experienced Scrum Masters
0:18actually spend their time doing?
0:20And the answer might surprise you.
0:22If you followed a Scrum Master around for a week,
0:26you'd certainly see some sprint events
0:28and coaching conversations and planning sessions
0:31and conversations with stakeholders.
0:34But if you looked a little closer,
0:36you'd notice something else going on.
0:38They're constantly observing, listening,
0:42connecting ideas and asking questions.
0:45They're helping others discover the answers
0:48instead of just providing them.
0:50The best Scrum Masters aren't measured
0:52by how many meetings they facilitate.
0:54They're measured by how often the team
0:57solves tomorrow's problems without needing them.
1:01And that requires a very different way of thinking.
1:04So throughout this section,
1:06we'll begin exploring the behaviors
1:07and the habits and the mindset
1:09that distinguishes experienced Scrum Masters
1:13from those who simply perform the role.
1:16There's a huge difference.
1:17So here we are at PulsePoint.
1:19You can see the Scrum Master.
1:21She's not engaging.
1:22She's standing there.
1:23She's looking, she's thinking.
1:26She's observing what people are doing.
1:28She's not running around, making sure they're talking.
1:31She's not asking them what they're talking about.
1:34She's doing what experienced Scrum Masters do.
1:38And in this case, she's looking at the system.
1:42What is going on in total?
1:45Not in silos, what is collectively happening
1:48and not just within the team.
1:51She's coaching.
1:52She's also removing impediments,
1:54but she's really strengthening relationships.
1:57She's also hyper-focused on the outcome.
2:01And yes, I know I'm using a crazy digital pen
2:04and I'm not trying to be super straight.
2:07I'm simply trying to show you how I see it
2:10so you can see it that way as well.
2:13So let's clear the board
2:14and let's wander over to the talking points
2:16and let's really dig into this.
2:18So they build environments, not dependencies.
2:23They help teams discover and develop the confidence
2:26to solve their own problems.
2:29But if they solve those problems for the team
2:32every single time, are they creating dependencies
2:36or are they creating environments where teams can thrive?
2:40I think you know the answer to that.
2:43And they coach more than they direct.
2:45Great Scrum Masters help people think more clearly.
2:49How do they do that?
2:50By asking better questions.
2:53And eons ago, when I was a field technician,
2:57I had a very gruff director of operations.
3:00Well, I didn't know everything because I was pretty young.
3:03And honestly, I don't know everything now.
3:06I'm just not as young.
3:08But if I had a problem, I would take it to him
3:10and he would listen and he wouldn't solve it for me.
3:13He started asking questions.
3:16And at first it annoyed me.
3:17He's asking me a question and not giving me the answer.
3:20And I have to stop and think about it.
3:22And I have to look at the pros and the cons,
3:24the wins and the losses.
3:26And finally, he would help me just talk my way
3:30to the appropriate solution.
3:32Did he give it to me?
3:33No, all he really did was ask better questions.
3:37And over time, and it didn't take much time
3:41for my maturity to kick in,
3:43I could understand what he was doing.
3:45And over time, I needed him less and less.
3:48So great scrum masters also observe before they intervene.
3:52They only do it when necessary based on the pattern.
3:58Now, if you see conflict
3:59between the same two developers over and over,
4:02that's obviously a pattern.
4:04At some point, if it continues, you must intervene.
4:08And I would offer that using the least amount of authority
4:12to get anything done is probably the way to go.
4:15But you don't do it for isolated events.
4:18That's a key difference here.
4:20And they develop people, not so much the processes.
4:23That's not their primary role.
4:26Better communications with the people
4:29will help the process.
4:30It is a by-product.
4:31It is the outcome.
4:33Stronger collaboration, better outcomes,
4:36helping them build and develop greater confidence.
4:40It's going to lead them to better outcomes.
4:42So the processes are there for us to work through,
4:46but who's working through them?
4:48The people.
4:49So what should we really be focused on?
4:53I think we know the answer to that one too.
4:55And then we're not just focused within the team.
4:58We are also focused beyond the team, outside the team.
5:03The team is working within the environment.
5:06We need to build relationships
5:08with the people who shape it.
5:10Other stakeholders, executives, customers,
5:14end users, whatever it is.
5:17Because if we're only focused within on the team,
5:21well, we're going to deal with whatever environment
5:24we get handed.
5:26And that's not what we're talking about here
5:28with an advanced, experienced Scrum Master.
5:32And we help others see the system.
5:34We don't figure it out and then keep it within
5:37and hold it and hoard it to ourselves.
5:39We share it.
5:40What's the phrase?
5:41Don't hide it, provide it.
5:44So we help them see the connections
5:45on how decisions are being made.
5:48They may be unhappy with the new direction
5:50a product owner is taking them.
5:52So we help them understand it.
5:54We help them adjust their behavior
5:56and see the behaviors around them.
5:59We're always focused on greater value.
6:01And that's truly the organizational outcome.
6:05The team is the train that's going to take us
6:08to that final station.
6:10But it's all about the tracks and it's all about the speed
6:13and it's all about the fuel and the system.
6:16I think you get my point.
6:18I'm not quite sure how I wandered into a train analogy
6:20but I kind of like it.
6:22And success is measured differently.
6:25We're talking about healthier conversations
6:28and stronger ownership of the problems and the plan
6:32which will lead to better collaboration.
6:35And these are just a few of the ways we can understand
6:38that we are being more successful.
6:40And finally, the goal is to become less necessary.
6:45I don't want them running to me right out of the gate
6:48like I'm a parent.
6:49I want them to be independent.
6:52Learn how to tie your shoes on your own.
6:55At the end of the day,
6:57a healthier scrum team is exhibiting behavior,
7:00better success metrics, better outcomes,
7:03better decision-making without the scrum master.
7:08That's the goal.
7:09I want to be less necessary.
7:12So as we close this out, imagine two scrum masters.
7:15One runs excellent meetings
7:18and the other develops teams that eventually
7:21no longer need excellent meetings
7:23to collaborate effectively.
7:25Both are valuable
7:26but one is creating lasting organizational capability.
7:31And as we continue through this course,
7:33you'll notice that our attention gradually shifts away
7:36from those scrum events towards the systems
7:39and the behaviors and the relationships
7:41that make those events meaningful.
7:44This is where advanced scrum really begins.
7:47Now, professional scrum masters certainly understand scrum
7:51but their greatest contribution isn't their knowledge
7:53of the framework.
7:55It's their ability to help people think differently,
7:58to collaborate more effectively
8:00and improve the environment in which people get work done.
8:03That requires one more critical skill.
8:06You must learn to recognize the difference
8:08between what is happening and why it's happening.
8:12And that's exactly where we're headed next.
Learning to See the System
0:00All right, we've made it to section three
0:03and we're going to learn to see the system
0:06because we all operate in the system
0:08whether we want to believe it or not.
0:10Think about it.
0:11Have you ever noticed how two people can observe
0:14the exact same situation
0:16and reach completely different conclusions?
0:19One person sees the missed sprint goal
0:22and concludes the team isn't working hard enough.
0:25Another one sees the sprint goal
0:27and starts asking questions about competing priorities
0:31and stakeholder interruptions and technical debt
0:34and organizational decision-making.
0:37You see my point?
0:38Neither person is looking at different facts.
0:41They're simply looking through different lenses.
0:44One sees isolated events
0:47and the other sees a connected system.
0:49The ability to recognize patterns
0:51instead of simply reacting to symptoms
0:54is one of the defining characteristics
0:56of experienced Scrum Masters.
0:59It's also one of the hardest skills to develop
1:02because our instincts naturally push us
1:04towards solving the first problem we can see.
1:07So in this section, we're going to slow down,
1:10we're going to become more curious,
1:12and we're going to begin learning
1:13how to read the organizational system
1:16before we try to change it.
1:18And you can see that's what our Scrum Master
1:21at PulsePoint is doing.
1:23She's looking at their top interruptions
1:26on this board over here.
1:27You have ad hoc requests, stakeholder escalations,
1:31priority changes, and other.
1:34Now, I don't know what other is,
1:36but if you look at those percentages,
1:38I see 42%, 28, and then an additional 30.
1:43It looks to me like she's broken it down, Jackie Brown,
1:47to four different interruptional areas.
1:50So with that said, let's move forward.
1:54I'm going to have to come off screen too
1:56because, you know, the whiteboard.
1:59So the symptoms rarely tell the whole story.
2:02They indicate something larger beneath the surface.
2:05Imagine you're looking at a pond and it's very serene
2:09and you see a ripple in the water.
2:12Do you immediately think, wow,
2:15why is it windy in just that one spot?
2:18Or do you maybe start to think,
2:21I wonder what's underneath the surface?
2:23And let's face it, the bigger the ripples
2:26should mean the bigger the fish.
2:29Patterns matter more than isolated events.
2:33Yes, we missed a sprint goal.
2:35That's terrible.
2:36But have we missed the last eight?
2:39No, we've actually gotten the last eight.
2:41We simply missed this one
2:42and they've never missed one before.
2:45Okay, it's possible I don't need to do anything at all,
2:49but repeated behaviors reveal improvement areas.
2:53We have to understand what happened and then why.
2:57If we can figure that out,
2:59we can actually do something about it.
3:02But to do that, we need to ask better questions.
3:05Better questions uncover insights.
3:08We need to understand the deeper issue.
3:12We need to understand the root causes.
3:15We need to understand a lot of things.
3:17And I'm going to come back on screen for just a moment
3:21and provide an interesting idea.
3:24Think about Pareto's Law.
3:26And if you aren't familiar with it,
3:28it basically says that 20% of your root causes
3:31result in 80% of your problems.
3:34And that's why you are always going after the root cause.
3:38Well, if we're implementing immediate action drills
3:42and dropping solutions on the symptoms
3:44that we see with the team, have we gotten to the root cause?
3:49Are we going to change anything?
3:51And the answer is no.
3:53That's because of Pareto's Law.
3:55And the only way to get to that 20%
3:59is to ask better questions.
4:01And this is difficult to develop, but it must be done.
4:05We also need to understand the feedback loop.
4:08And feedback is the breakfast of champions.
4:12I'm a big fan of talking about the Deming cycle.
4:15Plan, do, check, act.
4:18Pretty easy.
4:19You've probably seen it before, but it's pretty simple.
4:22When we plan, we come up with a plan before we do anything
4:26because we need something to guide us.
4:28We need to make sure we've captured all the steps involved.
4:31And there are tons of reasons to have a plan.
4:33Well, then we actually do the work.
4:36Along the way, we compare our outcome against the plan.
4:40We have the plan, we have the actual.
4:42That leads us to the variance.
4:45And if the variance is too good or too bad,
4:47well, that leads us to act.
4:50And the wheels on the bus simply go around and around.
4:54If the feedback loop is operating properly,
4:58then we should always be led to continuous improvement.
5:02If it's really bad, it'll be a large step.
5:05But if it's insignificant or maybe not as serious,
5:08it'll simply be a small step.
5:10And the sum of many small steps will take us many miles.
5:16That's a little weird, but I think you understand it.
5:19But what happens if your feedback loop is broken?
5:23Then your organization reinforces bad behavior.
5:26Now, a lot of it's probably good,
5:29but the bad stuff continues to happen
5:32because we haven't identified it.
5:34That's why it's important
5:35to truly understand the feedback loop.
5:37But that's just one of the variables involved.
5:40We also need to separate facts from fiction,
5:43or in this case, assumptions.
5:45An assumption is a belief you hold to be true or false
5:48in the absence of proof.
5:50I don't like assumptions
5:53because when assumptions turn out to be the opposite
5:56of what you thought they are,
5:57when they become facts and no longer assumptions,
6:00if they're different, you have now fallen victim
6:04to avoidable risk events most of the time.
6:07So we need evidence.
6:08That means objective data.
6:11And objective data will almost always lead you
6:15to better decisions.
6:17Personally, the best decisions are made
6:20from objective and subjective evidence.
6:24Surveys are an easy example of subjective feedback.
6:29So we have to look beyond the team.
6:32There are plenty of external influences
6:34that cause challenges.
6:35We have to identify them.
6:37Why would the problem always exist within the team?
6:42The people doing the work, really?
6:45Do you think the people doing the work
6:47want to create their own problems
6:49which cause their own impediments to getting work done?
6:53And the answer is sometimes.
6:55Sometimes that happens,
6:57but more often than not,
6:59it is the external factors that have the greatest impact
7:03on whatever is happening within the team.
7:06So improvement begins with understanding.
7:08We need to recognize when observation
7:11is greater than intervention.
7:14And it almost always starts with observation.
7:17If we don't understand what's happening,
7:20why are we going to intervene?
7:23Why are we going to get involved?
7:25And the answer is you absolutely should not.
7:30And finally, curiosity is a leadership skill.
7:33If we are certain all the time,
7:36it is largely based on biases and assumptions and opinions.
7:42But if we're curious,
7:44we will almost always take the time
7:46and lead ourselves to better decision-making.
7:50I know you understand the difference.
7:52It's the difference between fire-ready aim
7:56and aim-ready fire.
7:58Okay, one of the easiest mistakes
8:01for a scrum master to make
8:03is believing that every visible problem
8:05deserves an immediate solution.
8:07And sometimes the fastest way to improve performance
8:10is to slow down long enough
8:11to truly understand what's happening.
8:13Professional judgment begins with curiosity.
8:17And so hopefully,
8:19you've now begun to see organizations differently.
8:22Instead of isolated events,
8:24you're beginning to recognize relationships.
8:26Instead of individual problems,
8:29you're beginning to recognize systems.
8:31And that new perspective is going to prepare us
8:34for one of the most influential ideas in this course.
8:38Even great scrum teams operate within organizations
8:41that naturally pull them towards old and bad habits.
8:46So in the next section,
8:47we're going to explore that force,
8:49what we're going to call organizational gravity,
8:53and why even the most capable teams can struggle
8:56when the environment around them is working against them
9:00and working against agility.
Organizational Gravity
0:00Welcome to section four and we're going to talk about organizational gravity.
0:04I want you to think about the last time you tried to change a habit.
0:09Maybe you wanted to exercise more consistently. Maybe you wanted to improve
0:13your diet or spend less time looking at your phone.
0:16Hopefully, you probably started with good intentions and maybe even
0:21had a solid plan. And then life happened and old routines crept back in
0:27and before long you found yourself doing what you have always been doing.
0:32Well, companies behave the same way. Even when leadership genuinely wants
0:37agility, existing structures and policies and
0:41incentives and reporting relationships and long-standing habits naturally pull
0:46people back towards familiar ways of working.
0:49I call this organizational gravity. It's an invisible force that explains why
0:56well-trained scrum teams can still struggle
0:59inside of organizations with the best of intentions.
1:02And if scrum masters only focus on the team, they'll continually treat the
1:07symptoms. When they begin understanding
1:10organizational gravity, they start addressing the environment
1:14that created those symptoms. And before we begin, you have to
1:18understand a couple of points. Gravity is absolutely real. Think of it
1:23as the company culture. Good, bad, indifferent, whatever it is.
1:28But you know it when you see it. And you especially know it when you feel it.
1:33When it has an impact on you. And it's invisible.
1:37You feel it. Just what I was saying. And it's very powerful, persistent, but
1:43it's overcomable. Think about any time you saw the astronauts go to the moon.
1:49You saw a movie. You saw a story. You read a book.
1:52They didn't just go to the moon, land on it, and then just come right back.
1:57Well, sometimes they did. But before they started landing on the
2:02moon, they went around it. They used the
2:05gravitational pull to slingshot around and come back to earth.
2:10They didn't just hit the afterburners all the way,
2:12or whatever they call it. I think you get my point.
2:16But it's very real. And if there's too much gravity,
2:19it pulls you in. If there's not enough, well, you're drifting off into space.
2:26I like that analogy. And I hope you do, too.
2:29Your role isn't to fight it. Your role is to figure out what it is,
2:33how strong the pull is, and use it to your advantage,
2:37which is really for the benefit of the team, which is really the benefit of the company.
2:43So here we go. Every organization has it.
2:46It influences decision-making and communications and priorities and expectations.
2:53Let's talk about expectations for just a moment.
2:56Let's say a company's work hours are 9 to 5, and there's a punch clock,
3:02and you punch in at 9.03. And the next thing you know,
3:06you're standing in front of your manager, and he's saying,
3:08you know, we have a very strict attendance policy here, and it's between 9 and 5.
3:14I noticed you checked in three minutes late. Would you like to explain that?
3:20That's organizational gravity.
3:22Needing five levels of decision-making is organizational gravity.
3:28Running around with your hair on fire all the times because you're far more reactive than
3:34proactive, that's organizational gravity. And the sum of it can be very powerful.
3:41Think about any relationship you had that was really, really good,
3:45all the little pieces that made it fantastic. And it can be professional or personal.
3:51And then think about a bad one. There were probably a lot of things that made it bad.
3:56That's just the example I'm going to use. And remember,
4:00we have good and bad relationships at work too. And then we have incentives.
4:05Incentives, aka rewards, shape behaviors. But what happens if someone pops in and says, hey,
4:14we got a hot item. I'd like to add it to this particular sprint. And if we can pull it off,
4:19we're going to get a $1,000 bonus per developer. Well, what happens if that incentive directly
4:28contradicts the scrum values or somehow interferes with transparency, inspection,
4:35and adaption? Well, when that happens, teams struggle. I like the cash like everyone else.
4:42But what happens when you're trying to balance the cash or some other reward with the scrum values or
4:50your own integrity or honesty or team collaboration, facilitation, cooperation?
4:58I think you get my point. Those incentives are part of organizational gravity and they can be
5:03good and bad. And then the structure influences how well we collaborate. If I have 14 people to
5:10report to, that's going to be a problem. If I need to get five levels of sign-off before I go outside
5:17for a smoke, and I don't smoke, that's an approval chain issue. And then what about silos?
5:24That's engineering's problem. That's the scrum team's problem. That's the PMO's problem. When
5:31we start thinking like that, we are thinking in silos. Again, it's never just one thing unless
5:39it's a really bad leader at the top. That almost never happens anymore. It is the sum of all the
5:45small things that are causing you problems. And the culture will outlast the process.
5:52I can change a process very quickly. But what about the culture? That takes a lot of time.
5:58If everyone is very suspicious or they're watching the punch clock to see if you are in on time,
6:04are you leaving early? Are we talking trash about each other? Do we have a huge disconnect between
6:11upper management and all of the frontline workers? Is there a huge disconnect between
6:16the executive team and the scrum team? I don't know. But all of that gets in the way of how we
6:23get work done. And if we don't understand it, we will simply try to work against it.
6:29And think about a time when you stood in the ocean and you pushed against those waves that were
6:35coming in. Did you really stop them? I don't think so. And then we have ideas that have been
6:41around forever, also known as legacy thinking. We've always done it this way. There's no sense
6:49trying to change it. Or someone says, well, the last three initiatives we've undertaken have all
6:56fallen apart. So why are we going to do it again? All of that is legacy thinking, which is why the
7:03scrum master needs to recognize that patience is greater than frustration. Now, this is the
7:10immediate feeling, but this is the one we need to understand. Patience. It takes time. If you
7:19change your workout routine from the afternoon to the early morning, do you think you're just
7:24going to spring up on day one and maintain that excitement through day 30, 60, 90, 120?
7:31Because the answer is probably not. It takes time. And that's why patience is important here.
7:37If we're going to improve anything, we cannot do it on our own. We need the organization's
7:44partnership, which is why we have organizational learning. Strong scrum masters don't just teach
7:51the team. They don't just facilitate better scrum practices there. They don't just work
7:57towards collaboration and cooperation within the team. Now, team development is great, but what
8:04happens if the team is really, really good and they can't go forward because of the organizational
8:11gravity? Well, the only way to combat that is to partner with the organization, come to some sort
8:17of an understanding, and work on improving that as well. But there's always change. Small changes,
8:25big changes, and all of that equals different levels of resistance. If you don't understand it,
8:32you will simply beat your head against it trying to overcome it through your sheer
8:36force of will. And that is the path of destruction. You will never do it. It's like trying to turn
8:43over an elephant. You can't do it. And organizational gravity is about change. That's going to generate
8:52some resistance. So, great teams need great environments. And if you don't improve the
8:57environment, you're not going to improve the team's velocity. You are not going to have better decision
9:02making. You are going to have continued problems. So, improving the environment is greater than
9:08improving the team. And if I had to start with one, I'd start with this one first. That enables
9:16the team. That's obviously the best place to start. Okay. So, let's take a moment. Let's take a
9:23pause for cause. Let's use our Scrum Master lens. If you removed every process problem tomorrow,
9:31what organizational habits would still remain? Because whatever remains is where experienced
9:37Scrum Masters begin. Not with the Scrum. It starts with the environment surrounding Scrum.
9:43So, one of the biggest mindset shifts in this course is realizing that organizations naturally
9:49behave exactly as they've been designed to behave. They were set up that way and so that's what they
9:57do. And when outcomes aren't what we hoped for, blaming people is the easiest part of it.
10:03Understanding the system that produced those outcomes is much harder. Fortunately, Scrum
10:09Masters don't need formal authority to begin influencing those systems.
10:13They need something more powerful. Trust. And that's where we're headed next.
Leadership Without Authority
0:00Welcome to Section 5, where we address leadership without authority.
0:04So let's start with a question I hear surprisingly often.
0:07How can a Scrum Master lead people they don't manage?
0:11And it's a fair question. Most organizations teach us that leadership comes with titles,
0:17reporting relationships, and decision-making authority.
0:20Well, Scrum turns much of that upside down.
0:24Scrum Masters rarely have formal authority over developers.
0:28They usually don't manage the product owners either.
0:31And if I'm being honest, they don't want to.
0:33They almost never direct executives.
0:36And yet, experienced Scrum Masters influence all of them.
0:41How?
0:42It's not by controlling people.
0:44It's by helping people make better decisions.
0:47And that's the difference between authority and influence.
0:50Authority can simply require compliance.
0:53But influence involves commitment.
0:56The best Scrum Masters develop influence so naturally
0:59that people don't even realize they're being coached at all.
1:02And it is a beauty to behold.
1:05So that's what this section is actually going to talk about.
1:09And we can see our Scrum Master at pulse point.
1:12She's standing there and she's watching.
1:14Is she listening?
1:16Is she building trust?
1:18Is she creating clarity?
1:20Is she empowering?
1:21Is she keeping them focused on the outcomes?
1:24And the answer is, it depends.
1:27It depends on what technique she's actually using.
1:30Is it authority or is it influence?
1:34I guess we're going to have to find out.
1:36But my choice is on whichever one builds the greatest trust.
1:41So all right, let me get off my soapbox and let's go forward.
1:45So leadership begins with credibility.
1:48People are not going to follow someone that they don't trust.
1:52Now you may have a title.
1:53You may have legitimate authority.
1:55It may be very formal.
1:57You may be Director Bob.
2:00But I may be more interested in following my senior developer
2:03because he or she has been around a long time
2:06and they have never led me astray.
2:08They have saved me from my own nonsense several times.
2:12So why would I rather follow them than the title?
2:15Well, we probably have trust and that's earned over time.
2:20That's not something you just show up with your title and get.
2:24You may get a different level of measured respect,
2:27but it will never achieve the level of someone who I trust.
2:31And then we ask questions.
2:33Well, better questions help me figure out what the problem is.
2:37They help me figure out how I might go forward.
2:40They help me figure out what the pitfalls are.
2:42It's really about self-discovery.
2:46But if you just tell me how to do it,
2:48well, you're really just trying to solve the problem at hand.
2:52And it's probably going to happen again.
2:55One of them will lead me to the cause.
2:58The other one is simply treating the symptoms in this particular moment.
3:02So coaching creates ownership.
3:04If I have buy-in, if I have participation,
3:09they are going to own it because it's their plan.
3:12It's their idea.
3:14It's their sprint goal.
3:16They've recognized the root cause of the problem
3:19and then they developed a solution out of it.
3:22Why wouldn't they own it?
3:24Think about a child and a toy.
3:26If you give them a toy that is already put together,
3:30they may mistreat it.
3:31They may abuse it.
3:32They may throw it down the steps.
3:34It was simply given to them complete.
3:36But then think about another toy
3:38they had to actually take the time to put together.
3:41They read the instructions.
3:42They laid out the pieces.
3:44They spent more time putting it together.
3:47Now, both of those toys may achieve the same result.
3:50This one's a car and this one's a car.
3:52But which one has greater ownership?
3:54And no, I'm not casually comparing scrum teams to children
3:59or calling them children.
4:01I'm simply providing an example that shows ownership over time.
4:06One of them is going to be more impactful.
4:09And I know you know that.
4:10So if we're going to build trust, we need to influence them.
4:15Influence starts with listening.
4:18We're not simply gathering information.
4:20We're seeking to understand what they're saying.
4:23And there are two kinds of people who listen.
4:26I've been both.
4:28One of them is listening as they're forming the answer
4:32based on what they hear.
4:34They're basically waiting to respond.
4:37That's one type of listener.
4:39But the better type is the person who's listening.
4:42They want to understand what's being said.
4:44What's the intent?
4:45What are the pattern words they see?
4:48What are the emotions they see on the speaker's face?
4:51They're not listening to respond.
4:54They're listening to understand.
4:56And then they're going to take the time to put all those pieces together
5:00and give the proper response.
5:02Do you think the speaker can see what you're doing?
5:06If you start talking as soon as they finish,
5:09they know which kind of listener you are.
5:11You know the difference.
5:13Well, they do too.
5:15So that's why it's harder to get people to trust you
5:20if you're always simply waiting to respond.
5:23And then we have to be neutral.
5:25I don't like taking sides
5:26because I always recognize that the truth is somewhere in the middle.
5:30There's what she said and there's what he said.
5:33Well, obviously both of them have their own internal bias.
5:37They want to be right.
5:39They want to win.
5:41They want the conflict decision to favor them.
5:44So I need to be neutral.
5:46And if I can maintain that neutrality over time
5:49and be seen as a trusted advisor
5:52instead of someone who's simply a side taker,
5:56I don't have another phrase for that,
5:57but you get the point.
5:59I can establish more trust over time.
6:02They might say, Bob is stern, but he's fair.
6:04As opposed to saying, don't go to Bob
6:07because whoever gets there first,
6:09that's who he's going to go with.
6:10That is not going to build trust.
6:12And that's obviously not going to lead to better outcomes.
6:16So we need the small wins.
6:18Kaizen, continuous improvement in the form of small steps.
6:22Well, I don't need big wins.
6:25Do you really think if I decide to get up every day at 5 a.m.
6:29and go to the gym,
6:30that I'm going to wait till day 60 to declare victory?
6:34Because there's a lot of space between day one and day 60.
6:37No.
6:38Okay, on day one, I got up at 5.15 and I got to the gym.
6:43Day two, I got up at five.
6:45Day three, I was tired.
6:46It was 5.30.
6:47And over time, I look at those small wins
6:50and it drives me towards the bigger win.
6:53And that's what we're talking about here.
6:56Obviously, we would love that influence
6:58to extend far beyond the team.
7:00I love coaching product owners.
7:03They are peers.
7:04Why wouldn't I?
7:05I coach them, they coach me.
7:07We share and share alike.
7:09We are both tied to success.
7:11Why wouldn't we help each other?
7:13But then you have other stakeholders,
7:16customers, end users, managers, executives.
7:20You can manage up.
7:22I've seen so many people think that they can't.
7:25They always think the team can be better.
7:28Well, guess what?
7:30If you always think the team is always the problem
7:33and the only place you can influence to make it better,
7:36you're simply going to burn them up.
7:39Because a candle that burns from both ends
7:41burns half as long.
7:43I know you understand that.
7:45And finally, leadership is never a one and done.
7:48I started out kind of rough as a leader.
7:51I got better over time.
7:53And you know what?
7:54It's like an elastic band.
7:57It is stretched and gotten good.
7:59And then it's constricted or retracted and gotten worse.
8:03Because I always try to think before I speak,
8:07but I don't always pull it off.
8:09I always try to view each situation
8:12as independent and separate,
8:13but I don't always pull it off.
8:15So it takes time,
8:17multiple conversations with multiple people
8:20in multiple situations,
8:22different decision outcomes.
8:24And it really is about relationship building.
8:27Ultimately, you are never trying to be right.
8:30You are simply trying to be better.
8:33Okay, so let's think back to the question
8:36that opened this section.
8:38How can someone lead without authority?
8:40And perhaps the better question is this.
8:43How much authority do you really need
8:45when people trust your judgment?
8:47Because that answer has shaped
8:48some of the most effective Scrum Masters
8:50I've ever worked with.
8:52By now, we've moved far beyond Scrum ceremonies
8:55and you can see it.
8:56We've explored organizations and systems
8:59and relationships and leadership and influence.
9:02You're beginning to see why advanced Scrum
9:05isn't simply deeper knowledge of the framework.
9:07It's deeper understanding of people.
9:10And in our final section,
9:12we're going to bring it all together.
9:14We're going to go back to pulse point
9:15with an entirely new perspective
9:17and discover just how much our thinking
9:20has already changed
9:22since the beginning of this skill.
Seeing Scrum Through a New Lens
0:00All right, we've made it to the final section, and we're going to look at Scrum through a new lens.
0:06So let's return to where we began. PulsePoint Medical hasn't changed. The three Scrum teams
0:12are still there, and leadership wants faster delivery, and the stakeholders are still
0:16interrupting the sprint work. Managers still have good intentions, and developers still want to
0:21build great products. On the surface, nothing is different, but something important has changed.
0:28You, when this skill began, you probably saw missed sprint goals and ineffective meetings
0:34and frustrated stakeholders and teams needing improvement. But now, hopefully, if I've done my
0:40job right, you're beginning to see something much larger. You're beginning to see the system,
0:46and that change in perspective is the first step towards becoming an advanced Scrum Master.
0:51So let's put that new perspective to work. So let's talk about the Scrum Master lens briefly.
0:57I'm talking about seeing the entire system beyond the team, and I'm focusing on the impact.
1:04If business value is always being measured, why would my focus shift from that balance with the
1:10team dynamic and the team's health? The only way to get better is to elevate people, empowering,
1:17and I need to be far more proactive than reactive, and I must stay aligned and keep us all aligned.
1:25Ultimately, your lens shapes everything. You want to see more, understand more,
1:31which will lead to enabling more and delivering more. When you change your perspective,
1:37you change the possibilities. So let's just stop right there, and let's move over to the
1:44whiteboard one more time. It all starts with looking beyond the obvious. The first explanation
1:51is rarely the complete story, so you have to be curious. Even if it sounds complete,
1:57someone tells you something that happened. Instead of immediately jumping to trying to solve it,
2:02you ask questions. Well, why do you think this happened? What could we have done better to avoid
2:09it? What do you think we should do now to make it better and fix it? What do you think we can do to
2:15make sure it doesn't happen again? And that list simply goes on and on. The obvious choice is to
2:21simply see it as a problem that needs to be solved right now, and you may very well do that,
2:27but it's not going to stop the problem from happening again, and it's certainly not going
2:32to develop the people that brought it to you. So every observation should raise a new question.
2:39So I need to look. I need to listen, and both of those together in the right balance
2:45will equal better questions, and if I ask better questions, I get more bits of information. That's
2:52going to lead to better understanding. All of this should lead me to better decisions, and hopefully
3:01if I stack enough better decisions together, then I have better outcomes, but the system is
3:08driving that behavior. Sure, I can totally work on my people and tell them you can't do that anymore,
3:16but the system is still dictating that they continue to do exactly what they're doing.
3:22So I need to figure out what those variables are, what those underlying currents are, if you will,
3:30and I need to work on changing those. You can only tell people to change so much in a system that
3:36does not allow them to change. Eventually, you burn them out, and they simply leave, or worse,
3:44they stay, and they simply don't care anymore. So we need to be aware, aware of what's happening
3:50and why it's happening, because that's the only way we can facilitate improvement. Who is causing
3:56it? Who's contributing to it? Who's reinforcing it? How do I change it? What are my options?
4:02And that list of questions simply goes on and on, but ultimately it comes down to who's viewing it.
4:09If I can get the executives to see how it's impacting us at our level, then maybe we can
4:15change it, but if they never view it differently from their level because they're not feeling the
4:20impact, is anything going to change? And the answer is likely not. It will simply maintain.
4:27So influence starts with the conversation. Let's talk, not listen to what I'm saying,
4:34not let's have a gripe session. It's let's have a conversation. Let's be objective. Let's try to
4:42remove the emotion, which is very, very difficult. If you can remove the emotion and the assumptions
4:49and the opinions and the bias and the history of pain that took us to this point, because it's
4:56probably been going on for a long time, we're creating opportunities together. I can give you
5:03the opportunity, but I can't force you to take it. But if I pull you in and pull you away from that
5:10organizational gravity or learn how to work within it, we're going to have better outcomes. And that's
5:16ultimately what we're looking for. We have to be curious. If we're not curious, we're simply
5:22making assumptions. We're holding on to beliefs that may or may not be true. We're listening to
5:27opinions. We're falling victim to our own internal and external biases. Now, confidence is valuable.
5:34I think I can fly. Can you though? Do you have wings? Are you a bird? Is it a parachute? Is it
5:41a wingsuit? Because if you don't have any of those, trust me, you can't fly. You can jump very high,
5:49but eventually gravity is going to take its toll on you. And there is an impact, just like the
5:55organizational gravity here. So confidence is great, but curiosity is better. Curiosity leads
6:04to better decisions. I know you know that. Professional growth is not a one and done. It
6:10never sleeps. Great Scrum Masters are lifelong students of people and processes and possibilities
6:18and simply trying to be better. It's never a one and done. Even when you retire, you simply shift
6:25your focus to being better in a different way. So be memorable. People don't remember what you say.
6:32They don't remember what you did. They don't remember a lot of things, but they definitely
6:39remember how you made them feel, how you made them think, and the better outcomes you led them to.
6:47Okay, let's wrap it up. So when we began this skill, the Scrum Master probably looked like someone
6:53who facilitated a bunch of meetings, removed impediments, and helped teams follow Scrum.
6:58And those responsibilities still matter, but hopefully they no longer define the role.
7:04Professional Scrum Masters shape environments. They develop people. They influence the organization.
7:10They recognize patterns, and they create opportunities for learning. Perhaps more importantly,
7:17they remain curious long after others believe they've found the answer.
7:21Hopefully, you've already begun that shift, because now it's time to sharpen that perspective even further.
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