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Facilitating Chartering Activities

Webinar

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Introduction

Svetlana Mukhina

ICAgile ICP, ICP-ATF, ICP-BVA, PSM I

Agile and Career Coach at Luxoft Agile Practice

Experience: 12+ years in IT, Project and department management,

Computer Linguistics, Technical Writing, Quality Assurance

Interests: Project management, Agile transformation, Career and

performance coaching, Psychology

Hobbies: Horse riding, music, poker, travelling

Linkedin: https://www.linkedin.com/in/svetlanamukhina

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Session Plan

Project Charter What, Who, Why, When Data structuring and visualization formats World Café technique

Team Charter What, Who, Why, When Mind-Mapping

Q/A

Materials for further reading and watching;

Attendance code;

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Project CharterWhat: A project charter is a statement of the scope, objectives, and participants in a project. It provides a preliminary vision of roles and responsibilities, outlines the project objectives, identifies the main stakeholders, and defines the authority of the project manager. It serves as a reference of authority for the future of the project.

Who:The charter is usually created by the sponsor(s). The project charter should be issued by someone external to the project team and at the appropriate organizational level to satisfy the needs of the project.

Why:It helps executives to see the business value of the project .They can also reference the charter to understand how well the project is aligned with the organizational strategies .

When: At project initiation phase

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Project Charter Diagram

Project Charter

Scope

Business Case

Financial Benefits

Minimum Viable

Product

Mission Vision

Goal Statemen

t

Timeframe

Milestones

Start/Stop

Points

Release Plan

People

Stakeholders

Internal External

Delivery

Roles and Responsibilities

Contact Map

Third-Parties

RisksMetrics

PrioritiesAssumptions

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Using Charts and Diagrams for Data Visualization

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More Information on Data Visualization Tools and Techniques

For non-Luxoft

https

://www.linkedin.com/pulse/20141202230246-48371619-follow-up-on-the-webinar-the-power-on-

visualization

For Luxoft

https://sentinel2.luxoft.com/sen/wiki/pages/viewpage.action?pageId=408849364

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Home and Away (World Café)

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World Café How To

Purpose:

• Collaborative dialog

• Connection of diverse perspective

• Team-building

Do

• Clarify the Context• Create Hospitable

Space• Focus on What

Matters• Listen to

Understand• Link and Connect

Ideas• Encourage

Contribution• Share Collective

Discoveries• Draw, doodle, • Have Fun

Don’t

• Does not work well for small (8-10 people) groups

• Requires at least 3 groups of 4 people each

• Stop chaotic movement from table to table, the teams should act synchronously

Usage

• During multi-teams collaboration sessions (PBR, Planning, Retro)

• For knowledge sharing sessions

• As a team-building activity, discussion of a book, event, movie

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Team Charter

What:This document provides a common understanding of how the Team “runs it’s business.” The charter can be used as a discussion guide on team composition, operations and goals.

Who: Team members and sponsor(s)

Why:On the one hand it serves as a source for the team members to illustrate the focus and direction of the team. On the other hand, it educates others (e.g. sponsors, managers, third-party team) providing them information about the team purpose(s)

When:At a forming stage of a team. Although it should be reviewed on a regular basis to ensure that it is reflective of what the team is doing or will be doing in the future. 

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Team Charter Map

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Mind-Mapping

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Mind-Mapping How To

Purpose:

• Information visualization and structuring

• New way of thinking • Unlock creativity

Do

• Start with center topic

• Use images/symbols • Select key words• The lines should be

connected• Use multiple colors

and lines thickness • Keep the mind map

clear by using radial hierarchy

Don’t

• When you don’t want to focus on ideas/concepts connections

• It can’t incorporate large chunks of text

• It is not the fastest way to structure information

• In case of map personalization it can be difficult for others to understand what it is about

• If you are a linear thinker

• When you don’t have enough space for drawing

Usage

• Preparation for presentations, work-shops, trainings

• Group meetings for problem solving

• Retrospective event• Project scope

roadmap • Project structure

diagram (teams, projects, deliverables, stakeholders, milestones)

• Note taking• Summarization • Brainstorming and

collaboration• Collecting

information

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Ground Rules / Team Principles with Dilts Pyramid

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Recommended Materials

Greatest book on facilitation, applicable not only for Agile team, it’s #1 to read for any facilitator

-  http://www.amazon.com/Facilitators-Guide-Participatory-Decision-Making-Kaner/dp/0787982660

Retromat – cookbook on Retro facilitation, they provide step-by-step scenarios for Retros

facilitation - http://plans-for-retrospectives.com/  

Video to learn graphic facilitation - https://www.youtube.com/watch?v=S5DJC6LaOCI

Post about tools (not techniques) for distributed teams

facilitation http://www.luxoft.com/blog/smukhina/tools-for-collaboration-in-distributed-teams/

Video on empathy that is one of the Servant Leader qualities - https://www.youtube.com/watch?

v=1Evwgu369Jw

Face2Face training ICAgile Certified Professional - Agile Team Facilitation, apply to it by sending me

email smukhina@luxoft.com [title “Facilitation training”, body “I wish to participate” or/and any

questions ]

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Recommended Materials

Recordings and presentations of my webinars on facilitation:

How to facilitate product backlog refinement sessionshttps

://www.linkedin.com/pulse/recording-webinar-how-facilitate-product-backlog-svetlana

How to facilitate meetings, Scrum events and group discussions https

://www.linkedin.com/pulse/how-facilitate-meetings-scrum-events-group-svetlana

Agile Team Facilitator Mindset & Behaviourhttps

://www.linkedin.com/pulse/recording-webinar-agile-team-facilitator-mindset-svetlana

Facilitation and Facilitator Stancehttps://www.linkedin.com/pulse/recording-webinar-facilitation-facilitator-stance-

svetlana

The Power on Visualizationhttps

://www.linkedin.com/pulse/20141202230246-48371619-follow-up-on-the-webinar-the-power-on-visualization

Designing Meetings for Collaboration https://www.linkedin.com/pulse/what-required-effective-collaboration-svetlana 

Silent voting technique https

://www.linkedin.com/pulse/20140415193826-48371619-easy-way-to-make-a-discussion-effective

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Available Services of Agile Practice

ICAgile Certified Professional - Agile Fundamentals https://icagile.com/icagile-certified-professional 

ICAgile Certified Professional - Business Value Analysis https://icagile.com/icp-business-value-analysis 

ICAgile Certified Professional - Agile Team Facilitation https://icagile.com/icp-agile-team-facilitation 

Professional Scrum Master https://www.scrum.org/Courses/Professional-Scrum-Master 

Custom Workshops:

• Coaching and self-coaching;

• Agile project management;

• Agile project metrics;

• Motivation models;

• Feedback gathering;

• etc.

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How-to-apply for Face-to-Face Trainings and Workshops Specify request for Agile Education

Learning objectives

Time period

Location

Send the request to Agile Practice [smukhina@luxoft.com]

Follow the instructions provided by Agile Practice on response to your request