Tag Archives: open agile

The Skills Matrix and Performance Evaluation on Agile Teams

For a few years now I have been working with managers and executives to help them do Agile-compatible performance evaluations of their staff.  The method that has been most successful is based on a tool that comes from the book Toyota Talent called the “Skills Matrix”.  The basic approach follows these steps:

  1. Baseline the skills within a team for each team member.
  2. Set development goals and action items.
  3. Regularly review performance in relation to the development goals.

Of course, the details matter.  The OpenAgile Center for Learning has published a brief overview of how to use the Skills Matrix and a convenient A0-size pdf that can be used as a template for a team’s Skills Matrix.  I highly recommend using these to get started.  If you are a manager, ask your ScrumMaster or Process Facilitator to arrange and facilitate a team workshop to do the initial population of the Skills Matrix, rather than doing it yourself.  Once that is done you have a baseline and you should take regular digital photos of the team’s Skills Matrix for record-keeping and as a backup in case of disputes.  You should also let the team know that you will be basing performance reviews on how they improve their skills.

The development goals that team members set then should be made such that every team member understands that they have a responsibility to diversify their own skill set and assist other team members in doing this.  As a manager, you should review each team members’ goals for development and provide mentoring support when needed.  At the end of a fixed period of time (quarterly is a reasonable period), you will review each team member’s development relative to the baseline and the goals set.  Of course, normal guidance around performance (or lack thereof) can be given at these regular reviews.

I strongly recommend reading “Drive” by Daniel Pink as an important adjunct to understanding how to do performance reviews for individuals in an Agile environment.  In particular, individual performance reviews should not be tied to bonuses.  If bonuses are used at all, they should be measured and delivered purely at the team level or organization level without measuring individual contribution.

Of course, Agile team performance can’t simply be measured in terms of skills alone.  Performance must also be related to bottom-line results.  This part of performance measurement is separate from the development of the team.  Another aspect of Agile team performance is how well they are doing Agile itself.  Depending on the Agile method you use, there may be various tools to help with this (I would recommend our new product the Scrum Team Assessment as one possible consideration).


Affiliated Promotions:

Try our automated online Scrum coach: Scrum Insight - free scores and basic advice, upgrade to get in-depth insight for your team. It takes between 8 and 11 minutes for each team member to fill in the survey, and your results are available immediately. Try it in your next retrospective.

Please share!
Facebooktwittergoogle_plusredditpinterestlinkedinmailFacebooktwittergoogle_plusredditpinterestlinkedinmail
Berteig
Upcoming Courses
View Full Course Schedule
Certified ScrumMaster® (CSM)
Toronto
C$1395.00
Feb 19
2019
Details
Team Kanban Practitioner® (TKP)
Toronto
C$1095.00
Feb 20
2019
Details
BERTEIG Real Agility Series: Kanban vs. SAFe - FULL!
Online
C$0.00
Feb 26
2019
Details
Coach Skills for the Agile Workplace®
Toronto
C$2018.00
Mar 11
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1395.00
Mar 12
2019
Details
Certified Scrum Product Owner® (CSPO)
Toronto
C$1695.00
Mar 14
2019
Details
Professional Scrum Master® (PSM I)
Toronto
C$1525.00
Mar 18
2019
Details
PMI Agile Certified Practitioner® (PMI-ACP) with PMI SWOC
London
C$1795.00
Mar 23
2019
Details
Team Kanban Practitioner® (TKP)
Toronto
C$930.75
Mar 25
2019
Details
Kanban System Design® (KMP I)
Toronto
C$1440.75
Mar 26
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Mar 26
2019
Details
Kanban Management Professional® (KMP II)
Toronto
C$1355.75
Mar 28
2019
Details
Certified Scrum Product Owner® (CSPO)
Toronto
C$1440.75
Apr 2
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Apr 9
2019
Details
Professional Scrum Master® (PSM I)
Mississauga
C$1525.00
Apr 11
2019
Details
Advanced Certified ScrumMaster® (ACSM)
Online
C$1599.00
Apr 12
2019
Details
Advanced Certified ScrumMaster® (ACSM)
Online
C$1599.00
Apr 13
2019
Details
Leading SAFe® with SA Certification (+FREE Scaling Workshop)
Toronto
C$1185.75
Apr 16
2019
Details
Team Kanban Practitioner® (TKP)
Toronto
C$930.75
Apr 17
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Apr 24
2019
Details
Certified Scrum Product Owner® (CSPO)
Toronto
C$1440.75
May 7
2019
Details
Team Kanban Practitioner® (TKP)
Toronto
C$930.75
May 8
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
May 14
2019
Details
Kanban System Design® (KMP I)
Toronto
C$1440.75
May 15
2019
Details
Certified Agile Leadership® (CAL 1)
Toronto
C$2200.00
Jun 10
2019
Details
Certified Scrum Product Owner® (CSPO)
Toronto
C$1440.75
Jun 11
2019
Details
Leading SAFe® with SA Certification (+FREE Scaling Workshop)
Toronto
C$1185.75
Jun 18
2019
Details
Team Kanban Practitioner® (TKP)
Toronto
C$930.75
Jun 19
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Jun 20
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Jul 4
2019
Details
Kanban System Design® (KMP I)
Toronto
C$1440.75
Jul 4
2019
Details
Certified Scrum Product Owner® (CSPO)
Toronto
C$1440.75
Jul 11
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Jul 16
2019
Details
Team Kanban Practitioner® (TKP)
Toronto
C$930.75
Jul 31
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Jul 31
2019
Details
Kanban Management Professional® (KMP II)
Toronto
C$1355.75
Aug 1
2019
Details
Certified Scrum Product Owner® (CSPO)
Toronto
C$1440.75
Aug 13
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Aug 21
2019
Details
Team Kanban Practitioner® (TKP)
Toronto
C$930.75
Aug 28
2019
Details
Certified ScrumMaster® (CSM)
Toronto
C$1185.75
Sep 11
2019
Details
Coach Skills for the Agile Workplace®
Toronto
C$2018.00
Sep 16
2019
Details
Leading SAFe® with SA Certification (+FREE Scaling Workshop)
Toronto
C$1185.75
Sep 17
2019
Details
Certified Scrum Product Owner® (CSPO)
Toronto
C$1440.75
Sep 17
2019
Details