No matter the name, the intention of the role is to help teams learn new skills, continuously improve, and make the transition to a new way of working.
Some people say it’s a technical role, others claim that the role is primarily facilitation. I say, there is no one-size-fits-all when it comes to hiring an agile coach or ScrumMaster.
Understand the Needs of Each Team
Every agile team is alike in some ways and different in others. Agile teams are alike in that they strive to work cross-functionally to deliver working software. Most of them work in iterations. But from there, differences abound. Some teams need to learn solid engineering practices. Others need help with a specific skill such as automated unit testing. Still others need coaching to become a functioning team. Many need help making the mental shift to working in feature-slices that fit into sort iterations.
If your company is just starting out with agile methods, you may not know yet what teams need. Rather than hire a generic coach who may or may not fit the needs of the team, look to an expert help you. “Help” doesn’t have to be a prolonged and expensive contract. It can be a short assessment to gauge the areas where teams need support to make a successful transition to a different way of working.
Consider the Qualities, Preferences, and Style for the Role
What exactly are you looking for in an agile coach? Understanding of the agile method you are using is obvious. What about the personal qualities, preferences and other skills needed for the role? I’ve worked with teams that needed a field marshal personality–someone who won’t be cowed by the alpha-geeks on the team. And I’ve worked with teams where a subtle touch was all that was needed, and the only thing that would have worked.
When you consider the qualities, think about disqualifies, too. I would disqualify someone who believed that there must be no deviation from canonical sources on agile methods. People are more like to accept a change when they have a hand in shaping it. So allow for shaping, but hire someone who can keep an eye on the why. That way, the team will retain the intent and essence of a practice as they adapt it to fit their unique circumstances.
I would also disqualify the coaches who have only one style, or have faulty ideas about coaching and change processes. One self-proclaimed coach bragged about making people cry in his prior assignment. Cross that one off!
Put the Two Together
Once you’ve considered what the team needs, you’ll have a list of technical skills, agile method knowledge, collaboration skills, and qualities. You will not find the ideal candidate. So note which ones are required, which are desirable and which ones are will definitely disqualify a candidate.
Consider the interactions, responsibilities and deliverables. These factors highlight the primary relationships, expectations, and integrating aspects of the role.
Consider using a role analysis such as the one I did for a ScrumMaster/Agile coach role.
Treat this Like Any Other Job Opening
Whether your are seeking internal or external candidates, treat this as any job opening. Create a job description, screen the candidates, use behavioral interview questions and auditions to find the best-fit candidates.
When you find a candidate who has the skills, desire and potential to fill a servant leader role, make sure that the organizational incentives are aligned to support the new role rather than holding the old behavioral patterns in place.
Changing a Title is Not Sufficient
Some managers decide that changing a persons title from “project manager” to “coach” is sufficient. It is not. Supporting a team and helping them up a learning curve requires a very different set of skills and preferences than those essential for project management.
Some project managers can make the transition. They understand how to create the enabling conditions for a team, how to set appropriate decisions boundaries, when to step back and when to step in. But even good candidates for the role will need role models, coaching and support to make the transition.
Don’t count on the unreliable “flip the title, flip the switch” method to fill the need for coaching new agile teams. Discern who has the potential to adapt to role that relies on personal effectiveness rather than positional authority.
Agile coach is a critical role and the person who fills it needs to be up to the job. A competent coach will help the team learn how to work cross-functionally, fit their work to short iterations, and help them avoid adapting their way back into waterfall. A coach who is a good fit will have the specific skills and qualities to help a specific team. If you are serious about realizing the benefits of agile methods, be serious about filling the role of agile coach.