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Agility Commitment Foundational Values Scrum

Stop Using Scrum as a Weapon

Do we ruin Scrum by overthinking it?

I played clarinet from fourth through twelfth grade. The manner in which I was taught was, to me, extremely disagreeable — a ruthlessly judgmental and competitive environment, with overly serious and intense teachers, brought about to weed out anyone who wasn’t 100% serious about playing as perfectly as possible in an overpopulated New York Metropolitan Area student music scene.

I was very good, but I was unhappy. Mistakes were frowned upon at an early age. The training was intense, intellectual, demanding, and even demeaning. Music should bring joy, but performing it was decidedly joyless by the time I left high school. I haven’t picked up the instrument since.

I still adore music, but not as a performer. Today, I enjoy it as a listener. There are many musicians I admire, both alive and deceased, but one who has long caught my ears and my mind — and who I have had the fortune to see in person many, many times is the great bass player Victor Wooten.

Please take five minutes to watch Victor share something that, upon its debut in 2012, made me cry with both disappointment and joy:

This is such a profound point. How I wish I had learned music that way!

But Scrum — ah, Scrum. Can we learn it that way? Why do we tend to treat Scrum as having essential rules that can never be separated or broken, even while learning it? Plenty of otherwise fine Scrum practitioners will let people have fun in the classroom, but once students proceed to apply Scrum in the real world, things change. This is just wrong.

If we can practice personal point kaizen via “One Small Step Can Change Your Life,” then we certainly can practice Scrum sloppily and joyfully as we learn it. I think we would all be better off if we made an effort to introduce Scrum in the form of something I’d like to call Relaxed Scrum.

Here’s an interesting way to introduce Scrum to a group of the uninitiated. I’m describing an in-person exercise, but you can easily translate it to a virtual world. At the very top of your teaching:

Ask your class to write down the missing word in the following sentence:

Initiatives that have _______________ are the ones that are best suited to being managed with agile practices like Scrum.

Have them write their answers and pass them to you.

Once you have them in-hand, read each answer aloud.

Next, ask the class to have a discussion about these answers, to pick one, and have them elect one individual to deliver the final answer at the conclusion of their deliberations, much like a jury.

With work and maybe a little luck, they will arrive at the answer: uncertainty.

You will have just demonstrated Scrum in the most elemental way possible: an uncertain start; an iterative trial-and-error exercise in the middle; and a completed sentence at the end. Your audience will have applied transparency, inspection, and adaptation. And, they will develop a first-hand appreciation for the significance of the very sentence they worked to complete. Scrum — Relaxed Scrum — doesn’t have to be any more complicated than that.

A colleague of mine recently responded to his early Scrum training by noting that Scrum is really all about psychology…it’s about finding a way to unshackle the mind when it is paralyzed about the uncertainty of a task that lies ahead. A truer observation could not have been made. It’s really that simple, and if you make it more complex than that to the uninitiated, you will be as happy practicing Scrum as I was practicing clarinet.

When was the last time you read the Scrum Guide? In its fully-documented form, with a cover, a full-page table of contents, very wide margins, generous 12-point type, large repetitive footers, and a full-page end note and acknowledgements, it’s only 19 pages. You can read the bulk of it in about 20 minutes.

One of the most overlooked sentences in that guide is “Scrum is not a process, technique, or definitive method. Rather, it is a framework within which you can employ various processes and techniques.”

Isn’t this an invitation to play?

As you read the Scrum Guide, you will read the core values (commitment, courage, focus, openness and respect). If you were to create a Venn diagram of Scrum values with Progressive CIO values, there would be one overlap: commitment.

In my experience with Scrum (both Formal and Relaxed), commitment is the single most important value to focus on. You can do just about anything you want, so long as you make and keep commitments.

Relaxed Scrum is playful, and encourages learning by applying rules conveniently and selectively:

  • We can have a single Sprint where we commit to do some research (one or more Spikes), without having to have a real Product Owner. Such a Sprint might not have a formal backlog — it might just consist of one thing to do. This Sprint might not even have Daily Scrums, and yet it might even wind up resulting in a final release.
  • We can have a Sprint with no Daily Scrum at all. If a team is communicating well and communicating regularly, the intellectual exercise of a quality Daily Scrum might get in their way of feeling the liberation that Scrum should provide, especially early on.
  • We can have a Sprint with no Retrospective, most especially if things are already flowing well.
  • We can have a Sprint with no monolithic Sprint Review at the end, if people have mini-reviews as they roll along.

I am sure you can think of your own rules! The only things you really need to implement Relaxed Scrum are: 1) a problem you commit to work on; 2) time to do the work; and 3) a commitment to review the work at the end of a period of time. If you are able to find a subsequent problem to work on at the end, then you are cooking with gas!

(For a real-world example of what this can look like, refer back to the two-part post: There Are Two Sides… / …To Every Commitment.)

As we grow to appreciate Scrum more — and as we jam with professionals — we will slowly get better and learn the value of its finer points and common practices. But we should not take ourselves so seriously en route! As Victor Wooten pointed out, we can laugh at mistakes, and even embrace them.

The point here is —

If your organization is not working to apply an agile practice like Scrum — Relaxed or otherwise — in some form, one of two things is happening:

  1. You have no uncertainty in your business
  2. You are missing something very powerful

In the case of item number two, if you are avoiding the power of doing something like Scrum because you are intimidated by it, then do everything in your power to think this way rather than this way.

As we proceed on our journey together, you will come to see that I am very fond of agile methods, and of Relaxed Scrum in particular. Relaxed Scrum happens almost organically in a culture that shares the foundational values we discuss on The Progressive CIO:

  • Vulnerability: An ability to admit something you did that was wrong, turning the shame into learning.
  • Humility: Remembering that we are human and learn from mistakes.
  • Empathy: When we seek to understand other viewpoints, we get the best of all possible worlds.
  • Patience: We are willing to put the time in to get to whatever is right even if we are unsure how long it will take.
  • Compassion: We understand that helping others on an uncertain journey requires us to be active in how we reach out to help them.
  • Curiosity: We are eager to learn new things.
  • Commitment: We know that doing something is hard, but doing nothing achieves nothing and actually prolongs our difficulties.
  • Willingness: We want to push ourselves forward to do something to effect change.

The three pillars of Scrum are underpinned by these values:

  • Transparency: A combination of vulnerability, humility, commitment, and willingness
  • Inspection: A combination of vulnerability, humility, empathy, curiosity, commitment, and willingness
  • Adaptation: A combination of empathy, patience, compassion, commitment, and willingness

If you create an environment with our eight values, you will have the essence of Relaxed Scrum without any other rules! Most critically, you will invent your own way to apply the principles of Scrum across a wider variety of initiatives. So why not find your own way of getting there…and do it with a playful spirit, with as few rules as possible?

Discuss this specific post on Twitter or LinkedIn.

🎹 Music for this post: https://www.youtube.com/watch?v=Icq0LlvtEy0.

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Agility Scrum

Software Engineering Is a Form of Leadership

When you identify a leader, how do you invest in his or her growth?

My father was an electrical engineer of the highest order. A master bridge player and a director of electrical engineering at Hazeltine Corporation — one of the most significant electrical engineering companies in American history — he was a smart man who worked in the smartest of company. Dad’s colleagues over the years included not just Professor Alan Hazeltine himself, but Harold Wheeler of Wheeler Laboratories; Page Burr, co-founder of Burr-Brown, and who was a classmate of my father’s at Cornell; Bernie Loughlin, who co-invented color television; and Henry Bachman, who served as IEEE President and became an IEEE fellow. There were many others. I don’t usually do this, but I encourage you to view the links to these individuals before you proceed, as they will paint a vivid picture of the fortunate magnificence of my father’s cohort.


Lest you think that this is going to be a hackneyed story about how my father was a leader, rest assured that it will not. Although my father was, in fact, a very fine leader, what I am about to share involves something else entirely.

Dad spent nearly 50 years at Hazeltine. My brothers and I also all worked there at some point in our lives. My brother Paul notably worked at Hazeltine for over 30 years in manufacturing, including time spent as part of the team that created the very first multi-layered PC boards in history. Hazeltine was a major force in the formative years of the electrical engineering industry.

I grew up in a fairly traditional household, where we shared stories over supper, every day. The children would discuss their schooldays, Mom would talk about what happened around the house and the news of the day, and Dad would share the latest goings on at Hazeltine. These would often include (generalized) stories about how the military changed requirements for the projects his teams were working on, how frustrating those changes were, and how this all threatened the due dates that they faced.

Above all else, these were stories about human beings and their struggles with change. I wish that I could recall many of them in great detail so that I could share them; I cannot. But they had a huge impact on our family’s understanding of the world Dad worked within.

Less than a year and a half before he died at age 93, I was lucky enough to record Dad (during a car ride) recounting the following funny and fascinating story about the search for an aneroid barometer that was suited to solve a voltage issue his engineering team had at high altitudes within an Identification Friend or Foe (IFF) system for a Northrop aircraft.

Have a listen:

Dad told these sorts of stories every night when we were growing up. Without really appreciating it at the time, I was deeply conditioned by the lessons and experiences of my father and his distinguished colleagues as related through these suppertime stories, right alongside their journeys to define the modern disciplines of their craft. It is all hard to believe in retrospect, but I had a first-hand seat to this era of engineering history, which became, no doubt, a significant component of my own education, outside of any classroom.

Beyond that recording, I remember only one of these original stories in particular, no doubt because it was the seed that grew into my life’s professional focus (had I only known this in that moment!). During one summer evening in the late 1970s, Dad introduced our family to the word “software.” While I can’t recall all of the details, one thing I do recall is him sharing how it allowed his engineers to make changes to things they made without having to redesign hardware. The fact that the very idea of software came about to mitigate the issues that electrical engineers of Dad’s generation faced is a lost story, yet it is critical to remember if we wish to understand the opportunities it represents. Electrical engineers designed hardware that could be programmed, elegantly enabling them to honor the human need for change while reducing their natural, personal frustrations when faced with that need.

Friends, software is all about encouraging — rather than resisting — change. In my lifetime, I have met too many people who wish to treat software as something to finish. Haven’t we all heard people ask, “When will we be done with this software so we can move on?” How do you feel when you hear that? I sometimes like to offer the following maxim of mine, which was borne out of my suppertime story experiences:

If we want something that doesn’t change, we should just build hardware.


Yours truly, on some hot summer night in the early 1980s. How about those socks?

When I was a young teenager in the early 1980s, I spent countless — undoubtedly hundreds if not thousands — of hours programming the 8-bit computers of the era, starting with the Commodore VIC-20 and moving on to the Commodore 64. One might describe me as addicted to programming, to the extent that Dad occasionally switched off the circuit breaker to my room so that I would better attend to my assigned chores and homework. During high school, I told him that I was eager to study computer science in college (software engineering degrees were more than a decade away at the time, and the term itself was probably not in common use, either.) His response to this was not what I expected.

“You don’t need a computer science degree to be a computer programmer,” he shared, with a brusque certainty. Dad was sometimes more demanding than I — or any young teenager — could bear. He could quickly and easily find the flaws in any system, argument, or idea that you might have. “I will be paying for your education, and will not pay for you to do that. What you need in order to program computers is a background in liberal arts, because that experience will best equip you how to learn on your own on an ongoing basis, as computer languages, and the problems they are used for, change.”

(Thud.)

That nudge — which definitely felt more like a whack at the time — was both forceful and gentle. It was forceful in the sense that I had no choice, unless I could find the money to pay for college myself. But it was gentle in the sense that it was broad, with no specific direction other than to study liberal arts. I was interested in studying journalism and publishing, and I was good in English class, so it wasn’t as horrible as it could be. But it was certainly not what my (other teenage) programming friends were doing, so it was hard to believe he was right.

You might recall this quote:

“When I was a boy of fourteen, my father was so ignorant, I could hardly stand to have the old man around. But when I got to be twenty-one, I was astonished at how much he had learned in seven years.”

Not Mark Twain

I followed Dad’s orders.

The undergraduate program that I joined in 1986 at SUNY-Binghamton was focused on rhetorical theory, which, if you have read many of these pages before, you will understand as the ancient and philosophical study of persuasion and communication. Lucky for me, Dad didn’t mind if I took a computer science program or two, which I did to my personal delight, serving to fulfill some of my science obligations. But rhetorical theory became my academic passion. It was the driving force behind my appreciation and understanding of empathy and trust. If you want to know more, I recommend you read Aristotle’s Rhetoric.

When I graduated from college, I landed a job as a software developer for a publishing company, oddly satisfying my broad desire to work for a publishing company but also satisfying my desire to program all day. (Remarkably, as I wished when I was younger, I never left the software industry after that.) In the first 15 years of my career, all software development projects were managed using what you might call traditional, deadline-driven waterfall methodologies.

In the mid 2000s, however, I learned Scrum. What occurred to me in the process of learning Scrum was that managing software development with Gannt charts and up-front planning was completely at odds with what software was supposed be. It felt remarkably more compatible with what Dad had shared at the dinner table over thirty years prior. With Scrum, we could finally develop software in a manner that embraced the sort of change that only software could deftly provide.

Software’s very nature doesn’t merely involve uncertainty. It invites it. It is its raison d’être. Software is utterly pointless when there is certainty (I will repeat: otherwise, we should just build hardware.) What are we really achieving when we practice Scrum? We are offering a framework for human beings to help them manage the invited change and uncertainty, by taking one step at a time.

And, as the saying goes, herein lies the crux of the matter.

One of the best books I have ever read on the notion of leadership is Building The Bridge As You Walk On It: A Guide for Leading Change, by Robert E. Quinn. In it, he describes two different states that we might wake up to every day:

  1. The Normal State, where we seek comfort and predictability (when we wake up and wish for a day without drama or surprises, and a pleasant evening to follow). We stick to the reactive, and not the proactive. As Quinn puts it: “To remain in the normal state, refusing to change while the universe changes around us, is ultimately to choose slow death.”
  2. The Fundamental State of Leadership, where we face the need to change with the world around us, eschewing our natural desire for the comfort of the normal state. To quote Quinn once more, “In the fundamental state of leadership, we become less comfort-centered and more purpose-centered. We stop asking, What do I want? Since what we want is to be comfortable, this question keeps us in the reactive state. Instead we ask, What result do I want to create?”

The difference between supervision, management, and leadership might best be described as follows:

  • Supervision is the practice of overseeing people to ensure they’re doing their assigned tasks.
  • Management is the practice of nurturing someone’s career so that they can achieve what they aim to.
  • Leadership is the practice of taking people on a journey to an unknown place while managing their natural anxieties about this journey.

This is why good executives are fond of pointing out that everybody in an organization is capable of being a leader, no matter where they fall in the corporate hierarchy. Leaders drive change, and bring tools to the table to facilitate that change.

By definition, software engineers bring tools to the table to facilitate change — whether employing Scrum or not. Scrum just happens to make the journey easier for everyone involved. Don’t leaders worthy of the label seek to do these things at every turn? When software engineers use frameworks like Scrum to assist them in their efforts to drive change, they are living the very highest form of leadership.

What are the consequences of this assertion?

For starters, we should make every attempt to recognize that software engineers are key leaders for the organizations they serve. To be clear: they are not future leaders; they are current leaders.

As a consequence of that, I believe that software engineers are worthy of being provided the very finest we can give them in leadership skills and training…the very same skills we afford our best executives. We should do everything we can to groom their skills in:

  • Interpersonal communication
  • Group dynamics
  • Conflict resolution techniques
  • Emotional intelligence (EQ)

Yet, I can’t think of too many organizations today that see how these are essential offerings for their software engineers, except perhaps as remedial activities once in a while. That approach is a mistake. Everyone worthy of being called leader needs regular nourishment in these skills, software engineers in particular.

At RIT’s Golisano College of Computing and Information Sciences, where I occasionally serve as Adjunct Faculty, we differentiate software engineering from computer science this way: computer science is the art of understanding the detailed underlying architecture of a computer so that you can design better ones; software engineering is the art of applying these computers to solve human problems. In that sense, the software engineering curriculum places significant emphasis on requirements elicitation, communication, human factors, and group dynamics. Over my decades managing software engineers, it has become apparent to me that the connection to the human condition doesn’t end with the education provided by the software engineering degree. The degree itself is the foundation of a long arc of a leadership journey. Corporations who employ these engineers play a key role in this journey.

I would be remiss if I didn’t offer that the generalized practice of IT is also, at its most vital human points, a form of leadership in the very same vein. While generalized IT folks don’t generally develop custom software, they certainly select and configure off-the-shelf software solutions that enable change. These IT professionals — including the business analysts and project managers who serve both IT teams and software engineers — should be afforded the same sort of nourishing training that software engineers deserve.

At this point, you might wonder: what about those ISTJ and INTJ stereotypes? The propellerheads? Can they really be leaders in the way we traditionally envision that label? My answer? It’s too late! You have no choice; they are already leaders. As my own coach, Dr. Jim Kestenbaum, has taught me, there is good news here. While we are born with our personalities and our IQs — and there is little we can do to change them — we have the ability to increase our skills in the four areas I listed above, EQ included. The investment will be worth it, if you choose to make it. But the first step is to realize that if you have software engineers in your organization, you have leaders — vital ones — who require care and feeding. To miss this is to shoot your proverbial corporate self in the foot.

What are you going to do about that?

Postscript: If you liked this piece, be sure to read the followup.

Discuss this specific post on Twitter or LinkedIn.

🎹 Music for this post: https://www.youtube.com/watch?v=yARVs1ZNLjU.

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Categories
Agility Antipatterns Compassion Humility Scrum

A Good Friend’s Counterpoint to “Software Engineering Is a Form of Leadership”

Before embarking on the journey of reading this unusually long post, take a moment to reflect on your organization’s technology team.

Are the people friendly? Are they excellent listeners? Do they take the time to empathize with the people they are serving?

Do they work hard to fully unearth and understand people’s problems, designing and collaborating on solutions that reflect where your organization needs to go?

Do they help people feel comfortable with the rapid change that they face in business every day?

Do they exercise servant leadership at every opportunity? Do they exercise transformational leadership when called upon?

Do they serve with humility and compassion?

Does your company believe that, when you invest in software, you are investing in something that requires care and feeding and additional investment, in order to live up to its purpose, which is to reflect change in your ever-changing business?

Does your senior leadership understand that the answer to all of these questions needs to be yes?

Most importantly: Do you have an approach to address the “no” answers you have for any of the above?


In response to “Software Engineering Is a Form of Leadership,” a colleague shared that, “I once had the opportunity to have a conversation with Bill Gates. I asked him, ‘Among your software engineers, how much of the job is technical versus nontechnical?’ He responded that for leaders of software groups, the job was 80% nontechnical, and for his most technical people, the job was 50% nontechnical. Of course, you understand that very well! You have done a good job of identifying the leadership skills that are so important.”

That’s both a great story and a nice compliment, but one of my greatest challenges in writing here on The Progressive CIO is engaging with folks who are not so lucky as I and my peers are. To date, I am preaching to the choir: my LinkedIn profile is filled with people who are a fairly lucky and like-minded bunch. Very little of The Progressive CIO is news to them. “Software Engineering Is a Form of Leadership” was written to challenge conventional wisdom. But while I was writing, and even during my subsequent edits, I felt like it was not going to land in the right audience. This turned out to be largely true. Despite the post’s novel perspective, there were not too many people in my limited network who seemed to find anything novel or inspirational in it. Sure, I got a good handful of likes, atta-boys, and agreement from all of the usual suspects, similar to what I shared above. But my network is filled with people who work in functional, healthy, and progressive organizations who already work within the sort of framework we talk about on these pages. I was preaching to the choir.

In my own industry (foodservice distribution),  I can say with great certainty that many organizations don’t have great answers to all of the above. Those that do — and I like to consider the organizations that I work for among them — do well in no small part because we treat technology as a key investment in the human condition. We believe that all of our employees, including technology folks, have to bring gobs of emotional intelligence, empathy, humility, and compassion to the table in order to drive our organizations forward.

But why are we a (relatively) rare breed? Well, foodservice distribution is a pennies business. Many organizations try to spend as little as possible on technology as they possibly can. After they put in an ERP system, they want to be done paying for it, so that they can get back to doing what they do best: buying and selling food. What they too often fail to see is that they can’t buy or sell food as competitively and strategically as possible if they put blinders on to the way the world around them has changed in the past 25 years.

Your business may be in a similar situation.

If your organization is one of those who would answer “no” to any or all of the lead-in questions above, you are the target audience for these pages, and this post is here for you. Read on….


Lucky for you, dear reader, “Software Engineering Is a Form of Leadership” elicited the sort of response that I have been eager to get ever since my very first article on The Progressive CIO.

I received an adept, articulate, and perhaps even a little angry critical response from one of my closest and longstanding friends. It was the very sort of counterpoint to “Software Engineering is a Form of Leadership” that I needed to help reach the audience I wanted to reach. That response is more of a must-read than anything I have written to date on these pages. What tickles me most is that my friend is a fellow rhetorical theory major, as well as an excellent writer and author. That criticism is the focus here today. It sheds light on the very real — and very wide — gap that exists between what some might call my fantasy and so many other people’s reality.

Reality

There are literally thousands of companies — both big and small — that operate with, and even promote, behaviors that are self-defeating for their information customers (both internal and external), and that are at odds with the profession of software engineering (and IT) as it is currently being taught in schools and practiced in the most successful organizations.

It would be all too easy to say that these organizations work out of a sense of ignorance, or of austerity. Even though there might be some truth to that, it would be an unsympathetic assertion. I think it’s more appropriate to say that these organizations work this way out of a sense of experience, exposure, and habit. Engineers and IT people still generally have an awful reputation as propellerheads, and most people are conditioned to view us through the lens of that stereotype. There are still millions upon millions of people in the workplace who have never been exposed to well-trained and human-focused IT or software professionals, because most of the best technology professionals tend to work in a relatively small number of organizations. Universities are trying to change this, but it will take a very long time before that change is complete. Even then, just like in every profession, there will be bad apples who will perpetuate the stereotype.

Given the unfortunate wealth of this sort of experience, exposure, and habit, the questions we need to address are: 1) how do people help their organizations discover and explore alternative habits; and 2) who is responsible for initiating these alternative habits given the chicken-and-egg nature of the problem?

To begin the journey, let’s explore my friend’s experience with their company’s experience, exposure, and habits.

So, at the end of it all, I guess my overall thought is WOW, we have had such different experiences.

Your post starts off with highlighting how great your Dad was, which was nice to know. What an amazing career he had. I loved that you called it “suppertime” because that was what it was. I was amazed that your father expressed his disdain for a computer science degree, that really surprised me. (Just recently I have been reflecting on how important a quality liberal arts education can be.)

But where you start losing me is “Software’s very nature doesn’t merely involve uncertainty. It invites it. It is its raison d’être.” Software doesn’t have a nature. It is a bunch of code designed to get things done. It is a created response to the current perceived problem. Sure, software has to keep changing because the external parameters are changing (I am hesitant to say evolving). The software and the hardware fit together so that people can be more productive. 

“Software doesn’t have a nature.” That statement was like a can opener for my mind. Yep, my friend is right. Only my choir would see it that way…and everybody in our little choir would do well to think of this quite differently. Of course, a software engineering academic would want to assert that the code isn’t the important part of the dynamic here. The code is but a single step in the broader context of evaluating and solving a human problem. We all know that.

But the meta problem here is that the experience, exposure, and habits of many companies cause them to perceive that code is what the software engineer brings to the table. In that sense, then, my friend is completely correct: software itself certainly doesn’t have a nature.

As a response, I offer a something vastly clearer: the situation that leads to software has a nature.

This leads me to something I have wanted to write about for a very long time. In 1968, Lloyd Bitzer, a rhetorical theorist at The University of Wisconsin – Madison, wrote a piece entitled “The Rhetorical Situation” that has become essential reading for anyone engaged in the modern study of rhetoric. Those of you visiting the Progressive CIO for the first time here might not know that my personal style in managing software engineering and IT is driven by a human-first approach that has its foundations in applied rhetorical theory. I believe that the problems in our profession are most effectively addressed through a comprehensive study and understanding of an audience and its attendant needs, calling for supreme skills in Aristotle’s rhetorical triad of logos, pathos, and ethos.

In “The Rhetorical Situation,” Bitzer attempts to describe the sorts of situations that drive the need for rhetorical discourse. What exactly is that, you ask? Well, rhetorical discourse is probably best defined as language that is employed to move or influence an audience, to bring about change. Traditionally, rhetorical discourse is the label applied to speeches and other overtly persuasive pieces of language. Modern rhetorical theory, however, acknowledges that a vast percentage of human communication can be considered rhetorical discourse…even the simplest “STOP” sign.

Lloyd Bitzer, rhetorician. What in the world does he have to offer to the field of software engineering? Quite a bit.

Here are two key paragraphs, presented without ellipsis, from the midsection of Bitzer’s “The Rhetorical Situation”:

Hence, to say that rhetoric is situational means: (1) rhetorical discourse comes into existence as a response to situation, in the same sense that an answer comes into existence in response to a question, or a solution in response to a problem; (2) a speech is given rhetorical significance by the situation, just as a unit of discourse is given significance as answer or as solution by the question or problem; (3) a rhetorical situation must exist as a necessary condition of rhetorical discourse, just as a question must exist as a necessary condition of an answer; (4) many questions go unanswered and many problems remain unsolved; similarly, many rhetorical situations mature and decay without giving birth to rhetorical utterance; (5) a situation is rhetorical insofar as it needs and invites discourse capable of participating with situation and thereby altering its reality; (6) discourse is rhetorical insofar as it functions (or seeks to function) as a fitting response to a situation which needs and invites it. (7) Finally, the situation controls the rhetorical response in the same sense that the question controls the answer and the problem controls the solution. Not the rhetor and not persuasive intent, but the situation is the source and ground of rhetorical activity — and, I should add, of rhetorical criticism.

Let us now amplify the nature of situation by providing a formal definition and examining constituents. Rhetorical situation may be defined as a complex of persons, events, objects, and relations presenting an actual or potential exigence which can be completely or partially removed if discourse, introduced into the situation, can so constrain human decision or action as to bring about the significant modification of the exigence. Prior to the creation and presentation of discourse, there are three constituents of any rhetorical situation: the first is the exigence; the second and third are elements of the complex, namely the audience to be constrained in decision and action, and the constraints which influence the rhetor and can be brought to bear upon the audience.

Lloyd Bitzer, The Rhetorical Situation, 1968

Let’s see how that reads after a bit of search-and-replace:

Hence, to say that SOFTWARE is situational means: (1) SOFTWARE comes into existence as a response to situation, in the same sense that an answer comes into existence in response to a question, or a solution in response to a problem; (2) SOFTWARE is given significance by the situation, just as a unit of discourse is given significance as answer or as solution by the question or problem; (3) a SOFTWARE situation must exist as a necessary condition of SOFTWARE, just as a question must exist as a necessary condition of an answer; (4) many questions go unanswered and many problems remain unsolved; similarly, many SOFTWARE situations mature and decay without giving birth to SOFTWARE; (5) a situation is SOFTWARE insofar as it needs and invites SOFTWARE capable of participating with situation and thereby altering its reality; (6) discourse is SOFTWARE insofar as it functions (or seeks to function) as a fitting response to a situation which needs and invites it. (7) Finally, the situation controls the SOFTWARE response in the same sense that the question controls the answer and the problem controls the solution. Not the SOFTWARE ENGINEER and not persuasive intent, but the situation is the source and ground of SOFTWARE activity — and, I should add, of SOFTWARE criticism.

Let us now amplify the nature of situation by providing a formal definition and examining constituents. SOFTWARE situation may be defined as a complex of persons, events, objects, and relations presenting an actual or potential exigence which can be completely or partially removed if SOFTWARE, introduced into the situation, can so constrain human decision or action as to bring about the significant modification of the exigence. Prior to the creation and presentation of SOFTWARE, there are three constituents of any SOFTWARE situation: the first is the exigence; the second and third are elements of the complex, namely the audience to be constrained in decision and action, and the constraints which influence the SOFTWARE ENGINEER and can be brought to bear upon the audience.

The remarkable thing about Bitzer’s essay is how effortlessly interchangeable the ideas of rhetorical discourse and software are. The piece does not sound completely ridiculous with these simple substitutions. I suggest that this is because software is itself a form of rhetorical discourse, in that it is language that is employed to move or influence an audience, to bring about change. I suppose you could argue this over several beers in any college town in the world, but I would still tell you that software is a form of discourse. In another way of looking at it, software is an expression of thought, and it is a dialogue. It is written for humans, by humans, to express ideas and thoughts, and it is changed in response to the needs of its interlocutors.

Unfortunately for me, a Google search for “is software a form of discourse” (in quotes) as of this writing returns one of those sad “No results found” messages. There are, however, three or four references to “software is a form of discourse,” one of which seems truly interesting. I think we’re onto something. Let’s check back in a few years. But I digress…

In rhetoric, the person responding to the exigency and who creates the rhetorical discourse is known as the rhetor. The rhetor’s counterpart in our world is the software engineer. The most challenging work for both of these individuals is in the mise en place:

  • Listening
  • Empathy
  • Audience analysis
  • Situational understanding

Both rhetoric and software seek to drive movement and change. The rhetor’s ultimate product is the speech; the software engineer’s ultimate product is the program. The wordsmithing of these two products is significant, no doubt, but the magic is all in the mise en place. If that is done poorly, the end product will be irrelevant. Nobody will be moved, and nothing will be changed. In software engineering, there is a maxim: the requirements and the documentation are more important than the code. If you lose the code but still have the requirements documented, you can create new code to address the requirements. But if you lose the requirements and have the code, all you have is a solution to a problem that nobody understands anymore.

This is why the academic practice of software engineering pays special attention to the practices of requirements elicitation, group dynamics, and human factors. This is where the key elements of Aristotle’s Rhetoric — logos, pathos, ethos — come into play, every day, all day, for software engineers. In order to be successful, software engineers have to not only look at things from a logical perspective, but they also have to empathize (deeply) and develop a sense of trust in their approaches and their responses to the situation at hand. They will not be able to create the sort of durable and lasting relationships with the people they serve if they fail in these skills. And because software is always an ongoing journey (it is designed to change, constantly, relentlessly), if you do not maintain healthy relationships between those serving and those being served, you will wind up with what, in our industry, we would call a “legacy software” situation.

My friend’s cogent response continues:

Then you say Scrum is great because it allows us to “manage the invited change and uncertainty, by taking one step at a time.” Well, not all change is invited, and it would really be nice if we could look ahead a little farther and anticipate what Hell this change is going to create when we are three steps down the line.

Side note: Several years ago, we had a “lunch and learn” at our company at which the director of the IT department explained Scrum to all of us with PowerPoint slides and everything! Basically, it was their justification for why they worked on which projects/problems. At the time, there were eight people in the IT department, and they would meet every morning to discuss their priorities for the day. If an urgent problem or issue arose, they would have to evaluate what they could set aside so that they could refocus their attention. Multitaskers they were not. 

Prior to them worshiping at the altar of Scrum, they had a spreadsheet list approach. All issues and problems from all departments were catalogued (it was a Jira system). As each department became more and more frustrated that progress was never being made, the IT department decided to call a monthly meeting with the people who had entered the Jiras. We were all supposed to review the list as a company team so that we could understand their overwhelming burden and conflicting priorities. What actually happened was they lost ALL control because the individual departments started organizing their work for them, and those groups were setting the priority ordering. We never had another meeting, and they found Scrum.

Friends, we need to listen to this; these are profoundly important points that illustrate key anti-patterns that our industry faces. For certain, not all change is invited. When we select to use software to address our problems, however, we are making a decision to employ something that was designed to be changed. Back to my father’s point, we use software because changing (electronic) hardware is just too difficult, and in all too many circumstances, we need to allow for change, because change is the natural state of things.

So let’s get down to some experience, exposure, and habits regarding Scrum. Scrum is one of the most abused, misused, and misunderstood ideas of the modern workplace. I’m not a betting man, but I would bet that, in 80% of all implementations, Scrum is FUBAR. Is Scrum bad because it’s so easy to get wrong? Perhaps. But that would be like saying nobody should perform ballet because it’s so easy to get it wrong. Ballet is ridiculously hard to do well. But, holy cow, when it’s done well, it’s breathtaking.

The interesting thing to observe in the experience, exposure, and habits of my friend’s company is that they misunderstand who should be practicing Scrum. It’s not the IT team! And the IT team is not the one to set the priorities for what they work on! Businesspeople are the ones who are supposed to set the priorities for the organization; businesspeople decide what must stop if something else must take priority; businesspeople decide how to invest in staffing the IT teams with the quantity and quality of people who can help them achieve what they require. If you ever find an IT team with this sort of control, it means that the businesspeople, all the way up to the top, have simply abdicated their responsibilities. In Scrum, the Product Owner for an initiative is not on the IT team. This is all a behavioral anti-pattern.

It is because of this that I very much appreciate that my friend’s IT team “lost ALL control because” the operating departments “started organizing their work for them.” Good for those departments! Take control of what you are supposed to control! Unfortunately, from afar, the radio broadcast here seems to indicate that the IT team found a way to use Scrum to regain apparent control. I have no idea how this happened, but it certainly sounds like a horrible human mess. That’s not Scrum. At all.

Back to the post, now we are talking about the definitions of leadership. “Supervision is the practice of overseeing people to ensure they’re doing their assigned tasks.” Okay, I can agree to that. 

“Management is the practice of nurturing someone’s career so that they can achieve what they aim to.” That may be what it is supposed to be, but that certainly isn’t my experience (and I really don’t think I am alone here). In my experience, management is about the managers relying on other people to get work done and then taking all of the credit for themselves. Support, encouragement, and/or appreciation is not offered because “you might think too much of yourself.” Management is concerned with protecting their position and their salary.

Also, the idea that management is interested in my goals is foreign to me. They are interested in their goals (see above: protecting their position and their salary). If I can help with that, then I will be included without being a truly engaged partner in the process because all information is on a need to know basis. 

I’m as guilty of throwing idealistic definitions of supervision, management, and leadership around as the next guy. I’m lucky to not only believe in these definitions, but to work with others who do as well. But take a moment to absorb the above. Despite all of our best wishes, this is what happens at many organizations. Need proof? Why does Dilbert exist?

But Dilbert is not just a comic: it is an anti-pattern. If you prefer reality over cartoons, then refer to the above. It’s real.

So, if your management behaves this way, what can you do? One passive-aggressive thing to do might be to print this article and post it somewhere. But stupid people don’t read, so that’s not going to work for you.

What can you do when you feel like a mere peon but are interested in making your organization better (ahem, being a true leader)? Let’s use an example from my friend:

Last month, we had an all-staff meeting. Our new President’s big news was that our Board passed the budget. He thanked Percy, our new CFO, for what a great job he did putting the budget together, and what a great job he did presenting it to the Board. It was just so wonderful, and he did such a great job. What a testament to him that the budget was unanimously passed.

Hmmmm, interesting that it is his success. All of the managers worked on their department budgets (fussing about costs and ways to save), entering and revising all of the numbers in the budgeting software when they decided to cut all travel and training for 2021. The individuals in accounting also provided us with all kinds of reports and help.

But let’s be grateful to Percy, who, by the way, could/should have said, “I couldn’t have done it without my team” or anything that acknowledged that it was a group effort.

Nope, nothing — no surprise there.

The best guidance I can offer you from the limits of this page is this: employ the power of the question to make your leaders think. Find an opportunity to ask a question like this: “Do you have any thoughts on why our department managers’ morale is so low?” Even though you are smarter than your organization’s management, ask the question as if you don’t know the answer. Then see how it goes. If you do this enough, over a period of time, the lazy people you are talking to just might want to know if you have any ideas. And it’s always your option to say, “I have no idea, I just wanted to explore.” If you do this enough, you will be able to get a more detailed picture of who feels what, and you will be able to do a lot with that information. Remember that human beings love to be given an opportunity to share their thoughts, and little bits of unexpectedly useful information will always come your way if you are skilled enough to shut up, sit back, and take it all in without offering anything in return. They call it “the power of the question” for a reason: collecting all of that perspective gives you the power and time to figure out how to put it to good use.

Of course, this is only one option. Another completely valid option is to find a better job. You deserve it! But please do take an opportunity to experiment with the power of the question no matter where you work, because your ability to do this will help in so many situations, even in the very best organizations, under much better circumstances.

Back to my friend:

“Leadership is the practice of taking people on a journey to an unknown place while managing their natural anxieties about this journey.” Hmmmm, that hasn’t been my experience either. 

Friends, leadership is one of the most debated terms in all of business. I am going to tell you, unequivocally, that the very nicest organizations to work for all agree that leadership is the idea of moving a novel (and typically uncomfortable) idea forward, regardless of where you sit in your organization.

But remember my friend’s perspective. There are a lot of organizations that aren’t the very nicest. These definitions don’t mean much to them.

Back to software:

But next comes the real stunner: “When software engineers use frameworks like Scrum to assist them in their efforts to drive change, they are living the very highest form of leadership.” Wow, I read that I thought, are you kidding me? Because they code software, because they use Scrum, they are leaders. What? They aren’t thinking outside the box, looking at the future, creating a path forward for the organization. They are solving the computer problem in front of them which has been tagged as a priority. You soften it a bit by saying “Everyone worthy of being called leader needs regular nourishment in these skills, software engineers in particular.” But still, WOW. 

Maybe it is the person who comes to the software developer and says, this is what I am envisioning (beyond a reaction to an issue), this is what would make things better, this is what would move us forward, maybe that is the person who should be heralded. 

Once again, my friend nails it. For many organizations, the programmers solve “the computer problem in front of them which has been tagged as a priority.”

Is that what your organization’s programmers do?

Software engineers are there to help with human, business problems. Not computer problems. In fact, well-trained and thoughtful software engineers will discourage the use of software when they think it’s the right thing to do, just as civil engineers will discourage the use of concrete barriers when visibility is more important than sturdiness. In many process workflows, human input is more important than automation. Software engineers who are members of ACM or IEEE have a code of ethics that underscores their responsibilities in this regard.

Software engineers are there specifically to collaborate with others to think outside the box, look at the future, and create a path forward for their organization.

To the very point of “Software Engineering Is a Form of Leadership,” software engineers are leaders in this context in the very basic sense that software, as a journey, has no known end (remember: if there were a known end, we would just create hardware). This journey is filled with uncertainty and anxiety, if nothing else. If this weren’t the case, then ERP implementations would not cause nightmares and waste billions of dollars, year after year after year.

All of this brings us to Scrum.

Scrum — as difficult to get right as ballet — is a key tool to helping manage this anxiety. Scrum says: let’s take our uncertain journey one step at a time. Let’s be transparent with one another about our feelings and anxieties, and let’s commit to inspecting each step of our journey, and let’s commit to adapting based upon what we find after each step.

The three pillars of Scrum — transparency, inspection, adaptation — are Leadership 101. We’re going to try something new. We don’t know exactly what’s going to happen, but that’s OK. We will talk often, review what’s going on and how we feel about it, we will make decisions about what’s next, and there will be a person to encourage us along the way.

To be fair, Scrum isn’t only practiced by technologists. It’s practiced by everyone involved in a key initiative. But technologists are the ones who have such a colorful palette of solutions to the problems discovered through Scrum. As a bonus, they (today) learn Scrum in a university setting, and are practiced not just in employing it, but in teaching it.

All too often, however, these points are lost on so many organizations who hire these technologists…all because of their experience, exposure, and habits.

What can you do about this?

Back to the power of the question: “Are we taking the time to learn the ins and outs of Scrum to our advantage? I hear it’s really difficult to do well, like ballet. What could we do to learn more?” Or perhaps, “Do we think that we are effectively confronting and addressing the problems we face today? What are our anxieties about what lies ahead, and what are we willing to do about those anxieties?” Or something like that. You’re smart. Take it from there.

Finally:

So, what you describe is your experience; it certainly is not mine. Maybe I really don’t understand what a Real software engineer is and how hidden beneath his exterior is a true leader waiting to be acknowledged — if only given the chance and “proper care and feeding.” So much for the rest of us saps, who toil at our tasks and aren’t offered the six-figure salaries of those in the IT department. Did you consider that maybe these software engineers aren’t interested in a leadership position? I just don’t understand why they and using Scrum makes them so much more worthy than the rest of us.

But, like I said when I started this, we have just had such different experiences.

The best software engineers — ahem, leaders — are trusted guides who we look forward to being with, because we know that they will get us where we need to go, and we return to them routinely to seek their guidance and help. If you have software engineers who do not appreciate this opportunity, then you have what we would call code monkeys. Code monkeys are fine. But they are not worthy of being called engineers, let alone leaders. The “programmers” of 30 or 40 years ago who never kept up with the times would be considered the code monkeys of today.

If your organization uses code monkeys and not software engineers, do you care? If you do care, what can you do about it?


I hope you agree that my friend’s willingness to share their organization’s experience, exposure, and habits was a real gift to our dialogue. I am sure, too, that when we have friends like this, that we do everything possible to help them either move their organizations forward, or move on to greener pastures. Sometimes, the problem is that you are the smartest person in the room, and the best option is to leave the room.

I posed a question earlier in this post that I haven’t forgotten about:

Who is responsible for initiating these alternative habits given the chicken-and-egg nature of the problem?

You are! Yes, you. It’s not a chicken-and-egg thing at all. While it might appear that nothing can happen unless your management takes the first move, there is always a chance that your management needs you to make the first move. Sure, if you are wrong, then you will need to move on. But: you already care enough to read about these things. You are smart. You can employ the power of the question to lead from wherever you are today. And if you never try, then you never lead.

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🎹 Music for this post: https://www.youtube.com/watch?v=AR8D2yqgQ1U.

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Agility Scrum

Simon Kneafsey’s Scrum 1-Pager

Simon Kneafsey of TheScrumMaster.co.uk recently introduced a marvelous “Simple Guide To Scrum – 1 Pager” on Scrum.org.

This is something that you could put in a breakroom, and most anyone in your business would be enlightened after merely one cup of coffee. Great things come in small packages, indeed. It’s so succinct that it made a pet peeve of mine more obvious: the use of the term “Developer.” When I teach Scrum to cross-functional teams of businesspeople, I substitute “Implementors” for “Developers.” It’s simply more relatable, in my experience.

Lucky for me, Simon licensed his work in a way that allows derivative work. I made a non-software version of the 1-pager for you to download and enjoy.

If your Scrum practice is software-focused, Simon’s original is still perfect!

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🎹 Music for this post: https://www.youtube.com/watch?v=tspD1GNuTUI.

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