The Reverse Pilot

Growing effective teams requires a lot of experimenting. As people join the team and grow they’ll change the team dynamic. New ideas will be suggested and new difficulties will appear. Adapting to proposals and challenges naturally leads to changes and it feels productive, and positive to introduce new ways of working.

When we look back on situations we tend to focus on what was missing. Missing requirements, understanding, or more practical things like missing alerts or monitoring. We add in extra technology, or meetings, or process to try to fix the problems we see.

It can be easy to forget that sometimes we need to be removing things to be more effective.

Measuring Change

When we introduce processes or tools we usually bring them in after considering the options. We agree on a trial period and consider who needs to be involved in the trial. Usually we’ll have something to measure, or assess to give a measurable assessment of the change.

If we don’t see the hoped benefits, or especially if we experience new discomfort from the introduction, we’re happy to abandon our experiment. Abandonment doesn’t necessarily mean we give up entirely, instead if the pain is bad enough, we might seek out a new change or tool to achieve our goals.

Critically assessing our current tools and process in the same way could bring similar benefits to team effectiveness.

Learning By Doing

I once worked on a team that was having difficulty releasing our code. Building and testing each release was painful, the actual release itself took much longer than expected, and we often had unexpected problems once we got the code into production. Each time we hit a problem we discussed what had gone wrong and usually added another safeguard to the process.

Over time we Introduced sign offs from the design team, the product team, and the test team. We become more cautious about who could release and when. Releases became less frequent to reduce the impact on customers. Eventually we ended up with a slow and inflexible process that made releasing anything at all painful and stressful.

It would have been easy to keep tinkering with the existing process and most likely adding more safe-guards and checks to try to improve the quality of releases. Experience tells us that when things are going badly we’re missing something and we keep on adding steps and tools to our process until things work.

Luckily a new team member came in with fresh eyes and forced us to step back and re-evaluate. Instead of trying to improve our current process we went right back to the beginning and evaluated what we wanted to achieve. We defined the values that mattered to us, and we worked out what success would really look like. Afterwards we designed a new, totally different, process that met our values. Surprisingly it removed almost all of the safe-guards that we previously thought were needed to make releasing safer. The result – a process that actually did what we wanted it to do, and ended up being more effective than our original one too.

Take An Intentional Step Back

Taking the time to step back and consider exactly what you hope to achieve with your process is a great way to start cutting it back. A daily practice like standup can become a habit without necessarily achieving the goal of improving team communication. Realising this is the first step towards experimenting with alternative communication styles. Take the time to define your values and then assess your current approach against these values. Are you meeting them? If not, why not?

Focus On The Small As Well As The Large

Not all change needs to be large to have a significant impact. Sometimes a number of small changes can have a far bigger result and will almost certainly face less resistance than a single big-bang change. Skimming off small but unnecessary tasks will save you time and lead to a streamlined, effective culture.

I once produced a weekly, company-wide, email newsletter to summarise all the changes that were going on in the Technology department. I described the experiments we were running, translated the technical release notes into English, and explained why these changes were important for our users. The newsletter took a lot of time and effort to produce. Often the technical description of releases was meaningless, and missing the critical ‘why’ explanation. for each one I had to track down the original author to find the answers I was trying to give to others. Once I had the details I had to write the email, create and attach screenshots, and email it out.

People were reading the email but there was no real feedback. Even more significantly I couldn’t see any change in behaviour as a result of the email. I still had to hunt for the information I wanted, and the recipients still asked questions about things that I had covered. The email didn’t appear to have the impact I had hoped so I decided to run a reverse pilot and simply stopped sending it.

A week later and nothing. No one asked about it. The questions about technologies changes were the same. I took that as a positive result to my own experiment. If the email wasn’t missed then it clearly wasn’t adding enough value to justify the time I was putting in.

Several years later someone asked me why I didn’t send the emails anymore. They remembered the email and had found it useful. Not useful enough to follow-up when I stopped writing it, but useful enough to remember it having existed. Together we found an easier way to produce a shorter email that provided ‘enough’ value without taking so much time to create.

In Summary

Finding the ideal tool or process takes time and will likely require us to add or remove a number of steps to get to the ideal place. The “reverse pilot” provides an easy way to test out whether you can remove things from your process. Approach it in the same way you would an introduction of a new tool or process and be prepared to reinstate the change if results show that you should.

Manage the energy for successful meetings

Successful meetings, workshops, and even smaller group discussions rely on creating and managing the right energy. A meeting where everyone has low energy will feel long and boring, whereas a small group discussion with too much high-energy can feel like an argument waiting to happen. 

Experienced workshop designers will know that scheduling breaks at the right time is important, as is the essential “after lunch energiser” to get people engaged again. Meetings and work discussions are no different. 

Finding ways to generate energy is an important part of a successful meeting. A couple of minutes of light-hearted chit-chat as people get settled can help set the tone (if appropriate for the meeting content). If the meeting is mostly about relaying content then it can be easy to rely on powerpoint presentations but finding a way to incorporate physical items such as paper cut outs, or port-it notes can be very effective at engaging the audience. Simple tasks such as grouping statements on bits of paper instead of reading them a list, or asking for agenda items to be written on post-its rather than typed into a document can make the meeting feel collaborative and energising. 

Movement is another great way to generate energy. Having people stand up and move around completely changes the energy in the room and can serve as an excellent switch between stages of a meeting or workshop. Workstations where attendees move around to focus on smaller topics or tasks are fun and help keep people engaged, but even something simple like standing up to stick a post-it note on a wall can be enough to get people focused. Movement can be an effective way to break people away from laptop distractions too, something which can be a big culprit in sucking energy from the room. 

Spending time sitting and writing will reduce the energy and also give people time to think and reflect. I’m a big fan of having people sit in silence for a set amount of time, for example silently writing topic suggestions for 5 minutes at the beginning of the meeting to encourage deeper thinking. In “Time to Think” Nancy Kline writes about the importance of giving people space to think, but also the power of them knowing they won’t be interrupted for a set amount of time, freeing them up to really think. 

Not everyone can think on the spot, and not everyone will be comfortable speaking up in front of a crowd so mixing up the meeting formats can help different people engage in a way that suits them. Having time to prepare and then choose what I’m comfortable sharing is a much kinder way to encourage engagement than putting someone on the spot in a meeting. Sharing the meeting format in advance can give even more time for participants to plan their contribution. 

Bringing groups of people together can have unpredictable results and learning to redirect energy is essential facilitation tool. It can be hard to know in advance that energy will need to be managed but signs such as an unresolved discussion, or lack of actionable outcomes can be good indicators. When discussions becomes heated they can get stuck in a head-to-head energy battle that is difficult to resolve. Re-directing this energy into a different form can really help move things along. Whiteboards, or post it notes for example, can be a new focus for the energy, even a simple request such as “can you sketch that out for me on the board” can help to move the discussion along in a low-conflict way. 

Creating meetings that include both movement and deep thinking can lead to thoughtful discussions with energised attendees. Keeping people engaged and knowing how to resolve deadlocks will lead to more enjoyable, and effective meetings. Try introducing one change with the intention of shifting the energy in your meeting and see whether you see an impact.

Teach people to ask “Why?”

Why

Schools kill creativity. From a young age students are taught to listen to the “expert” and believe everything they’re told. Very few lessons focus on teaching young people to form an opinion, or question the facts being presented.

As adults we join workplaces that have strong hierarchies. Information and policies flow down from the top and everyone underneath is expected to follow along without causing a fuss.

We attend conferences, read books, and hear people tell us the right way to do things all day, every day.

But really good teams are formed of people who can work together and push each other to be better. They’re formed of people who respect each other, listen to each other, and then question the ideas. Pooling our collective experiences allows us to be greater than the sum of our parts and working together allows us all to learn and improve.

For most people having to justify themselves, and explain the thought-process they went through to drive at their argument helps them be better. So often we decide things instinctively, without examining our own biases or influences. It can be easy to design something, or build something for the wrong reasons, and it is easy to do because we generally don’t have to explain ourselves to anyone.

To change things we need to start teaching everyone to question decisions regardless of where they come from. When someone proposes a new way of doing something I expect them to present their argument with the pros and cons of adopting the change. When we reflect back on things, that have either gone well or not so well, we should take the time to think back over the pros and cons we identified. Were we right? What did we miss? How can we better next time?

Successfully changing people’s decision-making requires time and consistent expectations. As leaders we should encourage everyone in the team to question others on their thinking. Changing the format of meetings to encourage upfront prep, and discussion time before we get to the decision making can help. Making sure we have a safe space to allow everyone to actually have a voice is critical.

When we present decisions or direction we should set an example and present the options we saw and the advantages and disadvantages we can see from the route we chose. Invite others to question your ideas and tell them if they successfully help you change your mind. We should celebrate having input from others.

It can be hard to change the way people work, and we can seemingly be making our own work harder by inviting everyone to have an opinion on it, but questioning and justifying decisions is essential for team health.