June 7, 2024

Let’s Talk Business Agility Transformation

How to make your work even better

The concept of business agility has been around for decades. It’s the child of Agile development, lean manufacturing, and the rapid pace of technological advancement in the 21st century. 

This year we began to get curious about the application of Agile development to business management so we started using Agile tactics to rapidly adapt to market changes and internal growth. 

We needed to get &%$# done — and we did! 

Feeling confident, we  gave a presentation to the IPMA forum in Olympia. Frankly, it didn’t go very well. We didn’t explain it sufficiently and got some blunt audience feedback. Luckily, they didn’t throw anything. We knew we could do better. Which is, ironically, the thing that made us want business agility transformation in the first place. 

So. Let’s try this again.

We started experimenting with Agile-driven business agility because five years into building our business left us overwhelmed by daily work. The success of FirstRule led to soul-crushing hours spent running the business (time reporting, generating invoices, orchestrating payroll, and dominating our social media presence) and not even close to enough time on transforming or automating our business. 

Our resident Agile expert, Hope Youngs, guided us through a new process we call “The Work.” Here’s what it looks like.

Declare your North Star 

Believe it or not, we didn’t have a clear vision, mission, goals, or priorities. So we planned and conducted a strategy session to select our organizational goals and objectives and affirm our business model. 

We’re lucky. Our team is culturally aligned. We have strong values and an appetite for growth. Now these shared attributes are codified and memorialized.  

How can you discover and declare your organization’s North Star? 

Bring your people together and ask:

  • Can you align your work with company objectives?
  • How do you identify the biggest barriers your team faces in meeting your agency’s objectives?
  • Do you know what’s in your service catalog? 

Develop A Roadmap

We needed a roadmap to communicate our vision and lay the groundwork for a cultural shift. We also needed to empower employees to make decisions, experiment, and learn from our failures.

 

We used the roadmap as our North Star to create Agile teams and encourage  self-organization and ownership for defining the tactics to fulfill the roadmap.

Does your organization need a roadmap? 

Ask:

  • Do you put up with inconvenient workarounds? 
  • Do you ever feel like there’s no time to explore new ways of doing things? 
  • Do you feel frustrated by your ability to keep pace with the demands placed on your team? 

If you answered yes to these (we did), then, yes. You need a roadmap.

Once you have one, you’ll have a simpler way to create a prioritized list of work that:

  • Identifies and visualizes your organization’s future state.
  • Is guided by your vision, mission, and goals.
  • Accounts for constraints.
  • Is prioritized within a framework that brings the organization closest to achieving its goals in a measured and reliable delivery cadence.
  • Encourages experimentation and innovation. 

Start Sprinting 

Based on the roadmap, we created an Agile backlog in Monday.com and designed a workflow for reviewing, prioritizing, and evaluating interim deliverables. Our structure called for two-week sprints and for breaking down tasks into mini-deliverables with more frequent team feedback to assist with iterative development. 

From here, we watched the magic start to happen: 

  • Teams self-organized into temporary working groups. 
  • Problem-solving became a team sport. 
  • Transparency led to collaboration and group prioritization. 

Voila!

Measure And Adapt 

We adopted a few KPIs to measure our effectiveness. We celebrated our ability to make data-driven decisions. We cheered when we could pivot and make changes based on feedback and performance data. 

Our biggest win was breaking down work into deliverables that operational staff could work on in addition to their regular client-facing or operational responsibilities. 

Now that we perform these rituals regularly, we see the real wins: 

  • We use intentionality and purpose to define how our team serves our clients. 
  • We carve out time to address operational obstacles.

We wanted to grow our business and to do it better. Making the right changes required us to become grounded in a well-articulated mission with aligned objectives, a clear product and service model, a roadmap, and a structure that frees us to be truly collaborative. 

We encourage you to do the same! Once you use a business agility model to transform your systems, you’ll have a foundation upon which to improve or automate your core workflows and experiment. 

Learning how to do The Work helped us see business agility as a framework for innovation, collaboration, and transformation. It’s exciting to prioritize together, form ad hoc teams to tackle a challenge, and decide as a group what to do — and not to do.

Our journey toward a business agility transformation is permitting us to respond to change faster and with more coordination than we did in the past. 

Today, our organization is thriving with cross-functional collaboration.

  • We adopted iterative work processes, we deliver incrementally, and we  cooperatively commit to building our product and service offering.
  • We’re fostering shared accountability and transparency to drive operational maturity.
  • We’re reevaluating and learning how to adapt to changing priorities while continuing to deliver to our clients.
  • As new ideas surface, we’re embracing an action-oriented way to drive results.
  • We’re establishing a rhythm of business to measure and share our wins.

It’s allowing us to continuously improve and to keep our team feeling more empowered and more efficient. And that creates value far beyond the deliverables themselves. 

Hope Youngs

Client executive and chief needle threader

Education and Certifications
Master’s in Business Administration; Business Architect certification; ScrumMaster certification.

 

Function and Specialization
​Hope is the Client Executive at FirstRule Group. She specializes in helping companies execute on strategic objectives and loves getting things done with a rousing “heck yes!”

 

About Hope

​When not working, you can find Hope sharing family time with her daughters, hiking in the mountains, or feeling the wind on her face sailing.

Jarius Rice

Jairus Rice

Consultant and Partnership Builder

Education and Certifications
Master’s in Public Administration; Bachelor’s in Political Science; Prosci Change Management Professional; LEAN Six Sigma Green Belt

 

Function and Specialization
Jairus is an executive leader specializing in designing and shepherding organizational change and process improvement strategies. He helps clients develop strong partnerships to achieve strategic goals, maximize performance, and increase value to their customers.

 

About Jairus
Jairus is a combat veteran who served five years in the United States Marine Corps. When he and his wife Jessica aren’t coaching their three kids’ sports teams, they enjoy hunting, fishing, hiking, and camping. 

Shelley McDermott

Partner and Diplomatic Hostess

Education and Certifications
Project Management Professional certification

 

Function and Specialization
Shelley has more than 25 years of senior program leadership experience. She specializes in leading teams and optimizing high-risk, high-visibility projects.

About Shelley
Shelley enjoys cooking, remodeling projects, and spending time with family and friends. 

Stacy Steck

Stacy Steck

Partner and Illuminator

Education and Certifications
Master’s in Business Administration; Project Management Professional certification

 

Function and Specialization
Stacy is an expert in planning and executing transformational technology projects. She specializes in communication, facilitation, and getting things done. 

 

About Stacy
Stacy is passionate about fundraising and loves serving her community. She also enjoys traveling and writing.

Joanna Briese

Joanna Briese

Consultant and Project Manager

Education and Certifications
Master’s in Secondary Teaching; Applied Project Management Professional certification

 

Function and Specialization
Joanna is a skilled project manager and curriculum developer. She specializes in e-learning and training and has even been a trainer in the specialty coffee industry!

 

About Joanna
Joanna loves the outdoors, cooking, family, travel, coffee, and curling up with her cats and a book.

Nissa Burger

Nissa Burger

Consultant and Project Manager

Education and Certifications
20 years in elections managing statewide software implementations

 

Function and Specialization
Nissa is a seasoned project manager who specializes in all facets of software development.

 

About Nissa
Nissa loves summertime, cheering on her kids in their sports, and spending time with family.

Trish Coloma

Trish Coloma

Consultant and Transformation Specialist

Education and Certifications
Bachelor’s in Sociology; Project Management Professional certification

 

Function and Specialization
Trish is an adept project manager focused on designing and implementing governance and helping organizations manage change and improve processes. She specializes in turning vision into action.

 

About Trish
Trish is an avid hiker and backpacker. She’s found that just like project management, a great hike is all about the journey and good planning!

Heather Coughlin-Washburn

Consultant and Negotiator

Education and Certifications
Studied journalism and psychology; sixteen years in the IT field; Independent Validation and Verification (IV&V) certification

 

Function and Specialization
Heather is a senior consultant who specializes in managing complex IT projects and quality assurance. She is passionate about building successful teams and achieving positive outcomes for clients.

 

About Heather
Heather has a background as a professional journalist specializing in government, politics, and law enforcement. In her spare time, she enjoys writing, photography, and camping.

Lindsay Flye

People Operations Manager & Bringer of Energy

Education and Certifications
Masters of Science in Industrial/Organizational Psychology 

 

Function and Specialization
Lindsay is the People Operations Manager for FirstRule Group. She focuses on recruitment, onboarding and offboarding, candidate experience, and human resources policies and processes.

 

About Lindsay
Lindsay loves to read, cook, quilt, and be outside with her pup. She also enjoys traveling, time with friends and family, and game nights.

Larry Holden

Larry Holden

Consultant and Creator of Big Hairy Spreadsheets

Education and Certifications
Bachelor’s in Chemistry

 

Function and Specialization
Larry is an experienced project manager and analyst with a focus on finance and IT projects. He specializes in process improvement. 

 

About Larry
Larry loves cooking, skiing, Christmas movies, and hanging out with his kids. He is also actively involved in his community Little League.

Pamela Johnston

Consultant and Puzzle Solver

Education and Certifications
Master’s of Education in Counseling Psychology; Bachelor’s in Management Science

 

Function and Specialization
Pamela is a senior business analyst with extensive technical IT experience. She specializes in system integration and implementation, data analysis, and reporting.  

 

About Pamela
Pamela is a proud Duke Blue Devil2 who loves ballet, orchids, bowling, and line dancing. She is the mother to fur babies Dash and Valentino. 

Jessica Larson

Consultant and Project Manager

Education and Certifications
Master’s of Public Health; Master’s of Health Administration

 

Function and Specialization

Jessica Larson is a seasoned project manager with demonstrated skill in all facets of project management. She specializes in helping teams identify and understand problems and develop impactful solutions.

 

About Jessica
Jessica has visited 7 countries and 39 U.S. states and is always planning her next trip. In between travels Jessica enjoys gardening, hiking, cooking and baking, rooting for Seattle sports teams, and spending as much time outdoors with family as possible.

Lori Luppino

Lori Luppino

Consultant and Intuitive Collaborator

Education and Certifications
Twenty years of experience in IT finance

 

Function and Specialization
Lori is a business analyst with an affinity for change management. She specializes in IT finance, budgeting, and business operations.

 

About Lori
Lori enjoys live music, the outdoors, traveling, painting, and her family.

Duncan McDermott

Finance Manager

Education and Certifications
Master’s in Business Administration; Bachelor’s in Business Administration with a concentration in finance

 

Function and Specialization
Duncan is the Finance Manager for FirstRule Group and oversees billing and contracts and supports other operational functions of the firm. He specializes in tall orders and a sunny delivery.

 

About Duncan
Duncan played basketball for Pacific University and enjoys boating, summer activities, and billiards.

Daisye Ore

Daisye Orr

Consultant and Creative Strategist

Education and Certifications
Master’s in Public Health with an emphasis in health communication

 

Function and Specialization
Daisye is an experienced program leader and systems thinker. She specializes in policy development, program planning, communication, partner engagement, and working from a place of equity and inclusion.

 

About Daisye
Daisye loves creating art, being in nature, searching for vintage treasures, reading, and spending time with her loved ones.

Ben Robinson

Ben Robinson

Consultant and Data Storyteller

Education and Certifications
Master’s in Business Administration with an emphasis in Finance

 

Function and Specialization
Ben is a management consultant specializing in business operations, financial forecasting, and data analysis and reporting.

 

About Ben
Ben is a lifelong learner. He enjoys backpacking, cycling, and adventuring with his family.

Eric Stout

Consultant and Technical Make-It-happener

Education and Certifications
Associate’s degree in Computer Science; Black Belt Candidate; Microsoft Product Specialist 

 

Function and Specialization
Eric is an accomplished consultant with deep technical knowledge. He specializes in cross-business partnerships, IT transformations, and program management.

 

About Eric

Eric is a father, musician, snow boarder, and boat captain.

Laura Scott

Consultant and Team Developer

Education and Certifications
Bachelor’s in Business Administration with a major in Information Systems; Project Management Professional certification

 

Function and Specialization
Laura is a project manager specializing in technology projects. She is also known for creating inclusive, empowered, and high-performing teams.

  

About Laura
Laura is from Seattle and enjoys all things outdoors, such as hiking, snowshoeing, sailing, and gardening.

Insert Name

Consultant and Tenacious Observer

Education and Certifications
additional text about education 

Function and Specialization
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About 

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Stephanie Telander

Stephanie Telander

Consultant and Insightful Connector

Education and Certifications
Project Management Professional certification; Prosci Change Management Professional certification; IT Service Management (ITIL) and International Standards Organization (ISO/20000) certifications

Function and Specialization
Stephanie is an experienced project manager and business analyst. She specializes in taking complex things and making them easier to consume through diagrams, flow charts, and plain speak documentation. 

About Stephanie
Stephanie loves gardening, travel, cooking, crafts, family, and a good mystery.  

Chi Underwood

Chi Underwood

Consultant and Strategic Improvement Specialist

Education and Certifications
Master’s in Business Administration; Bachelor’s in Business Administration and Finance; LEAN Six Sigma Black Belt 

 

Function and Specialization
Chi is an experienced consultant focused on process improvement using Six Sigma methodologies and data analytics. He specializes in business analysis, team development, budgeting and the organizational design of new processes.  

 

About Chi
Chi is an avid fisherman chasing salmon in the Pacific Northwest. He is also a judge for the First Robotics competition. 

Sheri Anderson

Consultant and Chaos Controller

Education and Certifications
Project Management Professional Certification

Function and Specialization
Sheri is an experienced consultant and an effective liaison between business and technical teams. She specializes in process improvement, business analysis, team leadership, implementations, data warehousing, user training, and testing.

About Sheri

Sheri splits her time between Utah and Arizona and prefers to relax around water and in the mountains.  She enjoys traveling with her husband and spending time with her two adult boys and grandson.

Christy Anna Gerber

Consultant and change advisor

Education and Certifications
Master’s in Business Administration

 

Function and Specialization
Christy Anna is consultant with a unique ability to see beyond challenges. She specializes in  creating pathways for opportunities, learnings, and desired outcomes.

 

About Christy Anna

Christy Anna loves spending time with family and friends especially if that time is spent outdoors. She loves skiing, mountain biking, and fly-fishing across the West. She’s also a fan of a great book and enjoys live music.

Malcolm Hooper

Consultant and Trusted advisor

Education and Certifications
Master’s in Education; Bachelor’s in Economics

 

Function and Specialization
Malcolm is an accomplished consultant with many years of experience managing operations, IT, and cybersecurity. He specializes in partnering with senior leadership to advise, develop, and implement strategic and effective IT initiatives.   

 

About Malcolm

Malcolm loves baking sourdough bread, perfecting recipes, traveling with his family, and training for his next ultimate tournament in his free time.  

Karen Langehough

Consultant and force multiplier

Education and Certifications
Bachelor’s in Business Administration with an emphasis in psychology; Certified Master Project Manager; Certified Senior Professional in Human Resources  

 

Function and Specialization
Karen is an accomplished senior leader and business-focused practitioner. She specializes in human resources consulting, change management, coaching, and development.

 

About Karen

Karen enjoys cooking, gardening, coffee, watching Seattle Mariners and Seahawks games, volunteering through her church, and spending time with friends and family.

Susan Meenk

Consultant and Mind Reader

Education and Certifications
Master’s in Business Administration with an emphasis in organizational development; Bachelor’s in psychology

 

Function and Specialization
Susan is an executive leader with expertise in Human Resources. She specializes in strategic planning, leadership development, succession planning, conflict resolution, and team building. 

 

About Susan

When Susan is not spending time with her family, she can be found outside working in the garden, running, or paddle boarding. She is also an active community volunteer. 

Shawn Milligan

Consultant and Project Manager

Education and Certifications
Doctorate in Business Administration; Project Management Professional certification; ScrumMaster certification

 

Function and Specialization
Shawn is an accomplished project manager with extensive business experience. She specializes in bringing people together to make things better. 

 

About Shawn

Shawn is an avid international traveler and has visited all seven continents. She is also a nature and travel photographer.

Lindsey Phillips

Consultant and Intuituve Facilitator

Education and Certifications
Associates of Art’s in Liberal Arts & Sciences 

 

Function and Specialization
Lindsey is an experienced and versatile project coordinator known for her adept management and relationship-building skills. She specializes in spearheading projects, optimizing operational productivity, and providing excellent client service. 

 

About Lindsey

​Lindsey enjoys spending time with her wonderful family and two dogs, as well as expanding her skills through gardening, pottery classes, and other creative pursuits.​ 

Anne Shields

Consultant and Business Strategist

Education and Certifications
Project Management Professional certification; PMI Agile Certified Practitioner 

 

Function and Specialization
Anne is project manager who creates simple solutions while providing transparency into complex environments. She specializes in cross functional team coordination with multiple disciplinary dependencies.

 

About Anne

Anne enjoys traveling, yoga, gardening, cooking, and entertaining. She shares her Lake Tapps home with an 80-pound German shepherd-husky mix with adorably crooked ears.

Steve Smith

Consultant and Alchemist-in-residence

Education and Certifications
​Masters in Business Administration 

 

Function and Specialization
Steve is a distinguished consultant with experience in human services delivery, financing, policy development, and executive leadership in the government and non-profit sectors. He specializes in “How did he do that?” problem solving outcomes. 

 

About 

In addition to his standing as a top-ranked volleyball dad, Steve is known for his commitment to his fellow veterans, especially as an advocate for expanded veteran housing options. He is a member of the Orlando Housing Authority board of commissioners and the managing board of the Homeless Services Network of Central Florida.

Wendy Ld Helling

Wendy LD Helling

Partner and Thought Leader

Education and Certifications
Master’s in Business Administration

 

Function and Specialization
Wendy has deep experience in bringing complex, multi-year projects to life. She specializes in IT project management, data management, and strategic planning.   

 

About Wendy
Wendy loves traveling and hanging out in warm climates.