scale agile strategically to address the needs of your entire
enterprise, a multitude of roles appear. The reason why there are so many roles at scale is due to the breadth of activities that occur throughout a modern enterprise. Every single process blade introduces one or more specialist roles. For example, the Portfolio Management blade introduces the role of Portfolio Manager/Coordinator and the Operations blade introduces Operations Manager and Operations Engineer. As your scope widens to address agility across your entire organization, you find that you also need to address a correspondingly wide range of roles than what you typically find in narrowly focused agile methods or frameworks. The primary danger of having defined roles is that they will be perceived as positions. When this happens the natural tendency is for people to start adding activities around the position so as to make it more important. In the case of a management position the tendency is to increase the number of people reporting into the position so as to increase the influence of the manger. It is important to realize that we are describing roles, not positions, in this article. Any person may take on one or more roles and they will change the roles that they take on over time. Any given role will have zero or more people fulfilling it at any given time, and that will also evolve as needed. This article addresses the following topics:
Tactical scaling roles
Disciplined DevOps roles Value stream roles Disciplined Agile Enterprise (DAE) roles Critical concepts about roles 4: Discuss resource deployments early. Companies can create more realistic forecasts and more executable plans if they discuss up front the level and timing of critical resource deployments. Once agreement is reached on resource allocation and timing at the unit level, those elements are factored into the company's two-year plan (one year is usually too short a time horizon). Because the AIM process focuses on strategic opportunities, resource availability is almost always a significant challenge. The organization must continue to resource its ongoing operations, plus the new strategic initiatives. This is why an enterprise project management (EPM) system is essential to success of a Strategic Portfolio Management implementation. Early identification of resource demand and potential bottlenecks is required to maintaining initiative momentum. Challenging business units about when new resources need to be in place focuses the planning dialogue on what actually needs to happen across the company in order to execute each unit's strategy. 5: Clearly identify priorities. To deliver any strategy successfully, managers must make thousands of tactical decisions and put them into action. But not all tactics are equally important. In most instances, a few key steps must be taken—at the right time and in the right way—to meet planned performance. An integral part of the AIM process involves summarizing all opportunities in terms of the strategic value, financial return, and risk. These assessments aid the executive leadership team in clearly identifying priorities – which projects will be funded and in what order. Leading companies make these priorities explicit so that each executive has a clear sense of where to direct his or her efforts. Large enterprises cannot control implementation from headquarters, but can work with the Initiative Teams to agree on the priorities, communicate relentlessly, and hold managers accountable for executing against their commitments. An enterprise program management office (EPMO) is usually required to provide this type of enterprise-wide integration. 6: Continuously monitor performance. High-performing companies use real-time performance tracking. They continuously monitor their resource deployment patterns and their results against plan, using continuous feedback to reset planning assumptions and reallocate resources. This real-time information allows management to spot and remedy flaws in the plan and shortfalls in execution—and to avoid confusing one with the other. Two components are essential, in one form or another, to achieve this real-time performance tracking: They are an EPM system and an EPMO. Continuous monitoring of performance is particularly important in highly volatile industries, where events outside anyone's control can render a plan irrelevant. Under CEO Alan Mulally, Boeing Commercial Airplanes’ leadership team holds weekly business performance reviews to track the division's results against its multiyear plan. By tracking the deployment of resources as a leading indicator of whether a plan is being executed effectively, BCA‘s leadership team can make course corrections each week rather than waiting for quarterly results to roll in. Furthermore, by proactively monitoring the primary drivers of performance (such as passenger traffic patterns, airline yields and load factors, and new aircraft orders), BCA is better able to develop and deploy effective countermeasures when events throw its plans off course. 7: Reward and develop execution capabilities. No list of rules on this topic would be complete without a reminder that companies have to motivate and develop their staffs. At the end of the day, no process can be better than the people who have to make it work. Companies that create tight links between their strategies, their plans, and ultimately their performance often experience a cultural multiplier effect. Integral to AIM framework, shown in earlier in Exhibit 11, are the people strategy and performance management components to link strategy to plans to management performance . Over time, as they turn their strategies into great performance, leaders in these organizations become much more confident in their own capabilities and much more willing to make the stretch commitments that inspire and transform large companies. In turn, individual managers who keep their commitments are rewarded—with faster progression and fatter paychecks—reinforcing the behaviors needed to drive any company forward.