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Resources
Gain some greater inspiration by reviewing - and hopefully applying - the resources made available below.
While these are made free for your use in your organizations, please do apply attribution in your presentations.
New Download Available!
Top 5 for 2025: Where Managers and Leadership Should Focus
With budget and strategic planning sessions happening now, get insights from an insider on where Management and Leadership Teams should focus in 2025 PLUS actions to take now.
Self-Assessments
No self-assessment is perfect. However, we've learned a few things over the years. The following self-assessments may provide some insights to you on a variety of topics, so that you can have a better idea of what steps, if any, you'd like to take to improve your teams or organization for greater agility.
Characteristics of Great POs (pdf)
DownloadProduct Backlogs Self Assessment (pdf)
DownloadProduct Roadmaps Self Assessment (pdf)
DownloadSprint Planning Self Assessment (pdf)
DownloadDaily Scrum Self Assessment (pdf)
DownloadSprint Review Self Assessment (pdf)
DownloadSprint Retrospective Self Assessment (pdf)
DownloadCanvases
The following are downloadable templates to help promote conversation and collaboration. There is no "one template" that will apply to all situations. But, these can help you get started. Feel free to use and/or tailor to your specific needs.
Selected Recorded Webinars
Make Shift Happen: The Change Initiative Canvas
Make Shift Happen: The Change Initiative Canvas
Make Shift Happen: The Change Initiative Canvas
Is your transformation or change initiative not working? How about a tool to help drive some conversations BEFORE you start the change to help set you up for a better chance of success. In this session, you'll learn how to use this tool to help address the top challenges and failure for change.
High Impact Roadmaps: Bring Strategy to Life
Make Shift Happen: The Change Initiative Canvas
Make Shift Happen: The Change Initiative Canvas
How do companies achieve and exceed their product goals? By utilizing product roadmaps to guide the way. Insider tips are shared, including:
- Characteristics of impactful roadmaps
- How roadmaps can be the central link to more successful product development
- Different formats of roadmaps and when to use each kind
Lessons Learned from Coaching Agile Leaders
Lessons Learned from Coaching Agile Leaders
Lessons Learned from Coaching Agile Leaders
As learned the hard way, there is a different approach to coaching leaders than coaching teams. In this session, experiences and approaches used in the field were shared - including what worked and what did not work - when coaching leaders, from C-levels to leadership teams.
What Makes a Great Product Owner?
Lessons Learned from Coaching Agile Leaders
Lessons Learned from Coaching Agile Leaders
Product Owners work with many people to ultimately deliver work products of maximum value – including the consumers of the product, the overall business, and teams who build the product – all at the same time. 5 characteristics of highly effective Product Owners and a self-assessment of those characteristics are shared in this presentation.
Whitepapers, case studies, & Selected presentations
Want to know more about agile, agility, and related topics in more depth? Check out these references below!
dissertation downloads
Dr. Steve Martin earned his Doctorate in Business Administration (DBA) in May 2021 from Franklin University with the dissertation "Culture of control and large-scale agile transformation success." Copies of the defense presentation and full dissertation can be found below. Click here for a recording to the defense itself.
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