Aviation CRM & Checklist tools to empower Scrum Teams

www.TomFriend.com

TomFriendPMI-ACP,CSP,SCP4,ATP

•  Agile-ScrumTrainer-Coach•  12+YearsAgileScrumExperience•  25+YearITApplica=onDevelopment

–  GAOAgileAdvisoryWorkGroup–  CarnegieMellonAgileGovernmentGroup–  ScrumAllianceVeteranOutreachRepresenta=ve

•  USNavalAviator&AirForce“Galaxy”Pilot•  SquadronCommander•  AirWarCollege/HonorsGraduate•  BronzeStar,CombatAc=onBadge

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C-5Galaxy

MissionObjec=veLearnhowCrewResourceManagement“CRM”Communica=onandChecklisttoolsfromAvia=ontoempowerScrumTeams.Indoingsoaddressfailuresof:1.  Interpersonalcommunica=on.2.  Leadership.3.  DecisionmakingonyourscrumTeams.

IndividualsandInterac=ons.

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JetAgeDogfights,theDawnofScrum

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TheDisrupter

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JohnBoydF-86Pilot

Nickname:“40-SecondBoyd”

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Mig-15vsF-86F“WellMatched”

"Itisn'ttheplanethatisimportant,it'sthepilot."-ChuckYeager

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TheNextDisrupter

ANewAgeANewDisrupter

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Jeff's Sutherland’s RF-4C Experience

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SCRUM

OODA

=

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ComparingtheLoops

SCRUM

SCRUM

OODA

EmpiricalProcess,Transparent,adaptsthrough

Inspec=on

= DogFight

EmpiricalProcess,Transparent,adaptsthrough

Inspec=on

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IsAgilethatdifferentthenPDCA?

PLAN

DO

Check

Act

IndividualsandInteracFons

WorkingSoHware

CustomerCollaboraFon

RespondtoChange

JeffSutherlandKnowledgecomesfromexperienceandmakingdecisionsbasedonwhatisknown.-JeffSutherland,Co-CreatorofScrum/ScrumGuideOctober2001

CarlvonClausewitz“Wedonotgainallourexperienceatonce,butbydegrees;-CarlvonClausewitz/OnWar1832

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JeffSutherlandatWestpoint

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OriginsofScrumMakeworkvisible

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Theshadowsarelengtheningforme.Thetwilightishere…ButIwantyoutoknowthatwhenIcrosstheriver,mylastconsciousthoughtswillbeof

theCorps,andtheCorps,andtheCorps.

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Experience

Processes

Principles

Prac=ces

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TEAM

Wingman=PairProgramming

TEAM

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MissionPlanning=SCRUMStandup

PLAN

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SandTable=StoryBoard

BRIEF

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CommandCenter=SCRUMRoom

Execute

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Debrief=RetrospecFve

Debrief

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MichaelSahotaPeople-Over-Process 24

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MichaelSahotaPeople-Over-Process

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OriginsofCRM

•  CrewRecourseManagement(CRM)canbedefinedasanAviaFonmanagementsystemwhichmakesopFmumuseof:– AvailableResources– Equipment– Procedures– People

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Avia=oniscomplex.

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ComplexityNoiseVSFlowWhatDistractsYou?

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NASA&NTSB1979

•  CrewResourceManagement(CRM)trainingoriginatedfromaNASAworkshopin1979.

•  Majorityofavia=onaccidentswashumanerror.–  Interpersonalcommunica=on.– Leadership.– Decisionmaking.

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EasternFlight401Casestudy

LockheedL-1011Tristar

Eastern1

Eastern2

Eastern3

LessonsLearned

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CommunicaFon1.MisunderstandingWhereareyouintheflow

2.StandardPhraseologyWordshavemeaning

3.Speakupifyouarejunior4.Listenifyouaresenior

CRMFocusonCOGNITIVEandINTERPERSONALskills

•  COGNITIVEskillsare;– mentalprocessesusedforgainingandmaintainingsitua=onalawareness,

– Forsolvingproblemsandformakingdecisions.

•  INTERPERSONALskillsareCommunicaFon,andarangeofbehavioralac=vi=esassociatedwithteamwork.

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ComplexAdap=veHumanSystems•  WithoutsharedCOGNITIVEand

INTERPERSONALhumanSystemsaredegraded.

•  KnownStableHumaninterfaces,thinkaboutAPIs,webservicesareforgainingandsharingunderstandingwithlimits– Warnings,Cau=ons,Notes

•  Howdoyougetpilotstoworktogether?37

CRMCharmSchoolInterpersonalSkillsHelptheinterfaceswork

•  Situa=onalawareness•  Selfawareness•  Leadership•  Asser=veness•  Adaptability•  DecisionMaking•  Flexibility•  EventAnalysis•  Communica=on 38

Situa=onalAwareness

•  Whatishappeningaroundme•  DecisionsarebasedonSitua=onAwareness•  PoorSA=PoorDecisions•  SAisarecurringrootcauseofaccidents.•  Checklist&MutualSupportcombatPoorSA

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CadenceandFlow

4040

Atlan=cFlyingroutesPTA-PTPTimebox30min

4141

Situa=onalAwarenessCadence,Flow,Vocabulary,Checklists

•  Preflight•  Star=ngEngines•  Takeoff•  Climb•  Cruise•  Landing•  Shutdown•  Debrief

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TeamCharters

WorkingAgreements

Informa=onRadiators

Checklists+WillfulConsistency

•  Refinement•  SprintPlanning•  Sprint•  DailyStandup•  Demo•  Retrospec=ve

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StoryWri=ng/StoryboardWorkingAgreementsTeamCharterReleaseplanningDefini=onofReady

Capacity/VelocityRefinementSprintPlanningSelfOrganiza=onSprintBacklog

StoryTaskingDefini=onofDoneDailyScrumDailyBurndownSprintReview

Retrospec=veScrumAssessmentBurnDownChartsRoadblocks/ImpedimentsChartScrumofScrums

TEAM

ChecklistsAreLiving

1.Havetobeupdate2.Havetobeunderstood3.Havetobevalued4.Havetobeused

HowDoyouMakegoodChecklists?

Content-RelatedChecks-Fivetonineitemsistheruleofthumb,butitemswillvarydependingonthesitua=on-Covertheimportantitems-Paperchecklistsshouldfitononepage

ProcedureRelatedChecks-Do-ConfirmorRead-Do-Whatkicksitoff,whatphaseareyouin?-Alwaystestyourchecklists

SelfAwareness

•  Emo=on•  Fa=gue•  Sleep•  CircadianRhythms•  AlcoholandMedica=on• Howothersperceiveyou

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Leadership•  Leadershipsuccessalwaysstartswithvision.•  Relentlesslycommunica=ngthevision•  Successfulleadershipinvolvesjudgment.

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Asser=veness

•  Self-assuredandconfident•  Knowingwhentospeakup•  LearnableCommunica=onSkill•  WithCRM,respecrullyques=oningauthorityisencouraged.

ASSERTIVE AggressiveSubmissive

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Adaptability

•  Abilitytochangesomethingoroneselftofittooccurringchanges.

•  2Modesofadaptability.– Crisis– Change

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DecisionMakingS

ucce

ssfu

l Out

com

e

Time

The Opportunity Cost of Indecision

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Flexibility

•  Theabilitytoadapt•  EmbracesChange•  The“KEY”toAirPower

– Mass– Maneuver

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EventAnalysis/Debrief

•  Howdidwedovswhatweplanned.•  CaptureResults.•  TransferResults.•  UseResults.

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“Ingenuity”Thinkinganewwayrequireswillingnesstorecognizefailure.

EXPERIENCE

LEAR

NING

HEAR SEE TOUCH

EXPERIENCE

EXECUTION PLANNING BRIEFING DEBRIEFING

TIME

LEAR

NING

Fundamentals Planning Task Saturation Leadership Objectives Checklists Organization Threats Crosschecks Teamwork Assets Mutual Support Communication Lessons Learned Discipline Courses of Action

Contingencies

Possible Root Causes

Communica=onisthe#1RootCause

•  Openingorauen=ongeuer.•  Stateyourconcern.•  Statetheproblemasyouseeit.•  Stateasolu=on.•  Obtainagreement(orbuy-in).

– ToddBishopCRMExpert

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Avia=onChecklistsandCRMAdop=oninRelatedFields

•  Healthcare,Opera=ngRooms•  AircravMaintenanceMRM•  AirTrafficControl•  Firefigh=ng•  OilandGas•  Mining

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Avia=onToolsappliedtoScrumTeams•  Checklistsinflowpauernsandincreaseawareness.

•  Respecrullyques=onauthority.•  WhatisvsWhatShouldbehappening.•  AlwaysDebriefandCri=queyourselffirst.•  ApplywhatyoulearninyourRetrospec=ves.•  Teach/UsetheAsser=veCommunica=onPauern.

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