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How to Facilitate a Multi-Team Growth Strategy Session

Workshop Purpose

Growth Leadership Teams help teams to mature by removing obstacles and providing support for issues teams cannot resolve independently. In the Multi-Team Growth Strategy Workshop, you will take a deep-dive into teams' performance, analyzing their radars, identifying top areas for growth and developing a concrete plan for removing organizational obstacles in the next quarter/Program Increment (PI).

The first time the team comes together to plan, you will need at least a half day. After that, plan on 90-120 minutes for this quarterly workshop.


Workshop Deliverables

Deliverables from the workshop include the below:

  • 2-3 Organizational Growth Items are agreed on by the team to work on in the upcoming quarter/PI, written in OKR (Objectives and Key Results) format
  • Owners are identified for each Growth Item
  • Next steps are planned (who, what and by when) for each Growth Item
  • Team agrees on a plan for leadership checkpoints 

Workshop Attendees & Facilitator

Attendees: Leaders and Coaches of a Program, Line of Business, Agile Release Train or Portfolio
Facilitator: Program-level Agile Coach, with experience as an AgilityHealth Facilitator


Sample Workshop Agenda

Intro and Present Summary Observations

Introduction, Meeting Purpose & Norms

5 Min

Summary of Observations (strengths, opportunities, recommendations)

15 Min

Small Group Breakout - Analysis, Discussion

Analyze the Data & Facilitate Conversation

30 Min

Review Organizational Growth Items & Facilitate Conversation

30 Min

Growth Plan Items and Next Steps

Identify Top 2-3 Growth Items and Write Clear OKRs

15 Min

Next Steps - Gain Consensus on Ownership and Leadership Checkpoints

10 Min

Session Retrospective

5 Min


Workshop Preparation

  1. Set up the multi-team in AgilityHealth or review and update the existing multi-team
  2. Schedule the meeting and send an invitation
  3. Work with your Company Admin to make sure that all participants have an account set up in AgilityHealth with the appropriate role.
  4. Review and prepare the multi-team data and organizational growth items (OGIs) in advance of the meeting.
  5. If this is the first time the team is coming together to plan, schedule extra time for the meeting. Consider beginning the meeting with the Overview for Leaders seminar, if attendees have not been introduced to AgilityHealth, or provide this presentation before-hand.

Facilitation Tips

Summary of Observations: Share your observations and recommendations with the group (from your pre-meeting preparation and analysis) so that they have a starting point for their analysis and discussion

Breakout - Analyze the Data: Break into smaller groups of 2-3 people to focus on different areas of analysis and then report back to the larger group. Ideas for focus areas include:

  • Multi-Team Roll-up Radar and Analytics Table
  • Maturity Level and the Maturity Model/Roadmap
  • Filtering the Radar by Role and Participant Group
  • Quantitative Delivery Metrics (if available)
  • Growth Journey

Breakout - Review Organizational Growth Items: Break into smaller groups of 2-3 people to focus on each of the themes and report back to the larger group.

  • You may want to pair leaders based on their area of expertise to focus on growth items relating to their area, such as Agile, DevOps, Management, Product, etc.
  • Have each group review and clarify the stories and acceptance criteria. 

Identify Top 2-3 Growth Items: Gather the issues and impediments from the data analysis and review of OGIs and use dot/straw voting to select the few top items the group wants to focus on.

Write clear OKRs (Objectives and Key Results): Form small groups to work on quarterly OKRs for the top 2-3 items and then present to the rest of the group for feedback. 

Gain Consensus on Ownership: At least one person will need to volunteer to take ownership of each OKR. The owner(s) will need to take an action item to write stories with acceptance criteria, prior to the team’s first planning session.

Gain Consensus on Leadership Checkpoints: Facilitate a discussion with the group to determine the ceremonies and cadence that they can agree to and encourage a quarterly demo to the team to show resolved impediments.  

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