Measurement Strategy Coaching Guide

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Measurement Strategy

This guide provides organizational leaders a comprehensive framework for developing and implementing a measurement strategy. A measurement strategy helps leaders gain clarity on the frictions in the organizations that are impeding productivity and the flow of value. It combines qualitative insights and quantitative data to make informed decisions and drive a culture of continuous improvement.

What is a Measurement Strategy?

A measurement strategy is a holistic and tailored approach that aligns with organizational objectives to facilitate capability growth. It incorporates both qualitative (behavior proficiency, practice proficiency, sentiments) and quantitative (performance metrics, OKRs) data on a unified rating scale to assess the current status, track progress, and identify areas for improvement.

Watch this short video to learn more about why having a measurement strategy is key to continuous improvement.

Why You Need a Measurement Strategy?

Common Challenges Addressed:
  1. Impeded Productivity & Value Delivery: Blockers in culture, quality, process or other aspects of the development function slow the release of value.
  2. Misalignment: Difficulty maintaining alignment and a focus on what is important.
  3. Difficult Demonstrating Progress: Lack of supporting data to illustrate improvement.
  4. Dispersed Metrics: No comprehensive and easy-to-understand picture of performance.
  5. Team Capability Gaps: Lack of skills, knowledge, and tools to maintain a steady flow of value.
Value:

Eliminate anecdotal narratives, spreadsheets, metric complexity, and surprises. Instead, formulate a standard measurement plan aligned with your goals that will lead to actionable insights, team capability growth, and a single source of truth. Proactively gain clarity on productivity, blockers, and team capability gaps.

Getting Started with a Measurement Strategy

The Lean Agile Intelligence Measurement Strategy canvas enables stakeholders to align measurement and growth to organization goals and strategy by considering:
  1. Organizational goals and strategy.
  2. The current state of ways of working (i.e. structure, methodologies).
  3. Challenges faced and the tasks required to achieve the organization's goals.

As you implement LAI, the canvas evolves into a living document that reflects your continuous improvement and growth. Your challenges and necessary skills will shift over time. Use the insights from LAI to identify improvements that drive organizational results.

Leverage the LAI Measurement Strategy Mural Template

Capture your organization's current state using this Mural canvas template.

Mural - Lean Agile Intelligence Measurement Strategy Canvas template

Below are the sections in the canvas:

  1. Organizational Context
    • Agile Transformation Details: What is the transformation's length, overarching strategy, and business objectives?
    • Teams and Tools: How many teams exist, and what tools do they use to facilitate their work?
    • Frameworks and Team Types: What functions (e.g., software development, operations) do existing teams perform, and what frameworks (e.g., Scrum, Kanban) do the teams leverage
    • Team Development Strategies and Success Measures: What strategies and measures are used to grow teams?
  2. Organization Structure
    • Team Structure & Context: What is the organization's structure, and how do the teams align?
  3. Challenges Faced & Jobs to Be Done
    • Challenges Faced: What challenges are faced in achieving the goals of the transformation, teams, and organization?
    • Jobs to Be Done or Improvements Sought: What specific improvements do you feel are needed to more effectively achieve the goals, such as establishing consistent practices that scale, virtual coaching, enhancing feedback loops, and facilitating leadership conversation?
  4. Organizational Objectives
    • Strategic Themes and KPIs/OKRs for the Year: What strategic themes and key performance indicators (KPIs) or objectives and key results (OKRs) have been set for the year?
  5. High Profile Initiatives
    • Business and Technical Initiatives: What major business and technical initiatives are undertaken by the organization?
    • Other Continuous Improvement/Transformation Initiatives: Besides the Agile Transformation, are their other improvement efforts and transformation initiatives in flight?

Measurement Strategy Guidance

The variables in the table below align to the first four questions in the Organizational Context section of the Measurement Strategy Canvas above.

Using the Measurement Strategy Guidance Table
  1. The measurement strategies above are informed by industry experience and feedback. They should be used as a guide to determine your unique measurement strategy.
  2. If there is an explicit transformation strategy and/or a team development plan being used, templates should be customized to support this transformation strategy.
  3. Recommended templates align with different team types.
  4. Teams can transition to new templates anytime while preserving historical results.
  5. Team performance assessment results can trend on a custom cadence (e.g., sprint).
  6. Capabilities (assessment questions) can be routed to specific roles allowing use of the same assessment while only getting feedback on appropriate capabilities from the roles that know that capability best.
  7. Customize your instance of LAI to align with your Measurement Strategy. Learn more about Capability Template Customization here: Customizing Capability Templates - Lean Agile Intelligence
Variables Strategy
Agile Experience Team Types Frameworks Leveraged Practices & Behavior Template Performance Metrics Template Consumer Promoter Score Employee Promoter Score Level Of Customization To Consider LA Guidance - What To Focus On
Less than 2 Years
  • App Dev
  • Operations
  • Scrum
  • Kanban
  • Team Agility
  • Flow Accelerators
Team Performance Metrics Yes Yes
  • Align Language in Questions
  • Consider Current Pain Points for Adding Capabilities
  • Calibrate Team Performance Metrics to your organization performance.
  • Fundamental Practices & Behaviors with an emphasis on cross-functional collaboration, team formation, and iterative planning & development.
  • Plus anything that is a Focus Point for the teams and/or the organization.
Between 2 & 4 Years
  • App Dev
  • Operations
  • Scrum
  • Kanban
  • Team Agility Advanced
  • Flow Accelerators
Team Performance Metrics Advanced Yes Yes
  • Align Language in Questions.
  • Consider Role-Based Configuration.
  • Consider Current Pain Points for Adding Capabilities.
  • Calibrate Team Performance Metrics to your organization performance.
  • Create New Capabilities for Other Performance Metrics that are being tracked internally.
  • Fundamental Practices & Behaviors with an emphasis on product orientation, technical practices, and flow.
  • Plus anything that is a Focus Point for the teams and/or the organization.
Greater Than 4 Years
  • App Dev
  • Operations
  • Product Based
  • Business Teams
  • DevOps
  • Scrum
  • Kanban
  • Team Agility Advanced
  • Flow Accelerators
  • Product
  • Team Agility - Non-Software Delivery
  • DevOps Agility
Flow Metrics or Dora metrics Yes Yes
  • Align the Assessment to the Domain Area or Outcomes that is the Focus (i.e., product, DevOps, flow)
  • Align Language in Questions.
  • Add In Multi-Team Capabilities if Relevant.
  • Remove Capabilities that Are Not Relevant.
  • Create New Capabilities for Other Performance Metrics that are being tracked internally.
  • Create OKR Templates.
  • Practices that align to the area of focus or to a specific outcome that is desired.
  • Anything that is a Current Focus Point.
  • Plus anything that is a Focus Point for the teams and/or the organization.
 
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