ScrumMasters and Agile Coaches: More than a Title

As I said in an earlier column, it’s not enough to slap the tile of Scrum Master or Agile Coach on a project manager, manager, or whatever other warm body happens by.  It’s also not enough to look for the keywords “CSM” or “coach” on a resume.

If you are serious about helping teams learn and thrive as self-organizing Agile teams, get serious about ScrumMasters and Agile Coaches. Start thinking about the work, the role, and the job–not just the job title.

Here’s my initial take on a job analysis of the role (using the job analysis template from Johanna Rothman‘s very useful book, Hiring the Best.)

First, I considered the qualities, preferences, and skills. Second, I thought about the sort of knowledge and understanding that’s essential for the role.  Then, I thought about elimination factors, patterns of thought and behavior that would eliminate a candidate from consideration.  Of course, you can’t just ask yes/no questions for any of the characteristics on this table. You have to do behavioral interview questions and auditions (see Hiring the Best if you need a refresher on interviewing and auditioning candidates).

QualityR/DPreferenceR/DSkillR/DDemonstrated UnderstandingR/D Elimination Factors
InitiativeRWorking in a team environmentRTeam coachingRAgile values, principles, methods, practicesRDirective
FlexibilityRFinds satisfaction in helping others succeed.RFacilitationRTeam and group dynamicsRDefensive
OptimismRAgile practicesRWorking thru influenceDJudgmental
ResilienceRAbility to explain the "why" behind agile practicesRLow threshold for frustration
DeterminationRInterpersonal skillsR
DiscernmentRTeam dynamicsD
SupportiveRSystem thinkingD

R = Required, D = Desirable

After I had a handle on the skills, qualities, and characteristics, I considered the interactions, activities, and deliverables for the job. I summarized it all here:

Who interacts with this person?Team members
Product owner
Manager(s) associated with team members
Other coaches
Primary roleCoach
Secondary roleFacilitator
Secondary roleIntegration with other agile teams
Secondary roleOrganizational change agent
Management componentManage his/her own impediment backlog
Job grade level (consider pay and message to the organization)For purposes of pay level, look at interactions and scope.
ActivitiesCoach one or more teams.
Ensure team enabling conditions are in place.
Create or advocate for those conditions if they are not in place.
Facilitate team meetings (e.g., sprint planning, sprint demo, retrospectives, decision making meetings, etc.)
Ensure that information radiators are up to date.
Develop additional team radiators to address issues unique to the team.
Advocate for the team (e.g., block unnecessary meddling)
Help the team see their own process and improve their processes.
Coach on agile practices
Guide the team in adapting process to fit the local reality w/o losing the intent.
Coach on interpersonal and collaboration skills.
Coach on technical practices
Identify impediments
Use influence skills to remove impediments
Transfer knowledge and skills to team members so the team becomes more self-sufficient.
Up-to-date team radars
Impediment backlog
Knowledge transfer
Essential Qualities and PreferencesInitiative, flexibility, optimism, determination, resilience
Working in a team environment, supportive, not cowed by authority
Desirable Qualities and PreferencesDetachment, discernment
Able to navigate conflict
Essential non-technical skillsCoaching, interpersonal skills, Agile practices
Desirable non-technical skillsFacilitation, influence
Essential technical skillsDepends on which team the coach will work with
Desirable technical skillsDepends on which team the coach will work with
Minimum education
Minimum experienceOne year coaching a team. Two years working with an agile team
Demonstrated understanding of:Coaching
Agile values, principles, methods, practices
Team and group dynamics
Working through influence
Cultural fit factorsThis is in some ways a cultural change role. The candidate must fit the desired cultural pattern, but not be so far from the current culture that he's rejected.
Elimination factorsPreference for directing others, defensiveness, judgmental attitude, low threshold for frustration

Of course, what you look for in an agile coach or Scrum Master will be somewhat different. Each team has different needs for coaching. A given team may need more (or less) help with specific engineering practices. Another team may need more help with retrospectives or planning. The key is to think of this like any other job. ScrumMaster or Agile coach are not a plug-and-play roles. You need to look for fit–with your culture and with the needs of the team.