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Agile Results Series Part 2: Implementation

Agile's Monthly Planning Template

Agile's Monthly Planning Template.

Cheetahs are Agile

Welcome to Part 2 of our Agile Results series. Now that we know a bit about how Agile works, it’s time to put it into practice.

EDIT: Part 3 is available here.

Part of the Agile system is how it filters down from a conceptual level into an actual structure for managing your days, weeks, months and years. That’s what this part is about – how Agile recommends you structure each of these timeframes. In Parts 3 and 4, we’ll walk you through step-by-step how to do your first run-through of setting up these structures using tools and software that you’re already familiar with, and how to maintain those systems going forward.

If you haven’t read the original Agile book, you can find it here or here.

Let’s get right to it.

Agile Days

The Agile Day is structured in detail. This is because it’s the smallest timeframe that Agile operates at – but don’t worry, once you have some simple templates and checklists in place, the days flow quite smoothly.

The first part of the Agile Day are what Meier calls success factors:

Here’s how Agile Days are structured:

Startup and Design

Every morning during your startup phase (morning ritual), you want to design your day. Start by drawing some boundaries and limits for your days: appointments, when you will eat, when you will exercise and when you will sleep. These are locked-in times that are inviolable, and you should structure your day around them.

Identify 3 outcomes for the day. Each should be 2-3 hours in length, though you can obviously adjust if one is larger than the others. Be sure to scan your hotspots (areas of life) for things that may crop up, or that need attention. Make sure that you also find time to address the important, but non-urgent tasks on your list.

Driving Days: How you go about your day

As you go about your day, Agile gives you an approach for how you achieve your outcomes:

Ending Days

Agile gives us 2 endings to the day: work, and then the actual day itself.

At the end of the workday, Meier suggests dumping everything (clearing to neutral), and then visualizing yourself “hanging up your (work)hat” as you switch your focus to personal tasks.

At the end of the entire day, there are some questions to ask yourself as a review and check-in:

  1. What did I learn?
  2. What did I improve?
  3. What did I enjoy?
  4. What kind act did I do?

A good place to write these down would be a journal.

You then want to go through your shutdown sequence – your evening ritual.

Other Considerations

Agile also gives some suggestions for “other considerations”. These are similar to the principles that you use to drive your day, but more of secondary importance:

Agile Weeks

The next unit up in the Agile hierarchy is the week. Remember that each week is there to support you and your days, and that each week is a fresh start – an opportunity to do things right and better.

This starts with preparation. Agile breaks this down into 4 parts:

  1. Baseline. A rough schedule, Monday through Sunday, for what happens each day of the week. Similar to the boundaries concept for days.
  2. Committed Timeline. Part of your baseline. Appointments that you can’t get out of.
  3. Strengths and Weaknesses. I actually kind of like the Agile definition for these – strengths are things that you look forward to, weaknesses are things that you dread.
  4. Free Time.

Once you’ve identified these 4 things, you can then design your week.

Designer Weeks

Agile is about optimizing your time usage, not achieving the “perfect” week. With that in mind, designing your week is similar to designing your day.

It begins with setting boundaries and limits, which you’ll already have from your preparation – know your appointments, when you’ll sleep, when you’ll work out and when you’ll eat. Also make time for things that are important to you, like family time or recreation. Remember to include free time.

The next step in designing your week is similar to how you structure your days – batch your key activities like work and errands, and consolidate your weak activities to mornings, and earlier in the week (Monday-Wednesday). You should be focusing on your strengths about 75% of the time, and activities that you enjoy should fall towards the end of the week.

Driving and Ending

Agile suggests driving your week through a 3-stage process:

  1. Scan your hot spots. Identify any areas of life that need action.
  2. The Rule of 3. This is about setting 3 outcomes for the week. It can also fall into the “designing” phase.
  3. Weekly Cycle. Remember that if you mess up one week, you can improve on it the next.

Ending your week is all about reviews. Those of you familiar with GTD already know all about this, but Agile actually gives you a structure for doing it (sort of). You basically review your outcomes completed for the week, and note down anything that can be done to improve next week. If you’re the extroverted sort, Agile also suggests doing a “show and tell” about your week, for the benefit of yourself and others.

Improving Your Week

This is what makes Agile Results such an effective productivity system. In addition to a simple outcome review at the end of each week, you can do various things to make future weeks better, such as:

Agile Months

Agile Results gives you this nifty diagram for planning your months.

The process for planning months is similar to that for days and weeks. You start by listing your desired outcomes, and then you prioritize based on impact and window. Impact is how much value or effect achieving this outcome will have in your life. Window is about windows of opportunity, which can be limited – there will be certain things that if you miss them, never recur again.

Once you’ve listed your outcomes, you set estimates for when you think they should occur – assign outcomes to each week of the month. You can also segment your outcomes in a must/should/could manner, similar to the idea of Covey’s four quadrants.

Agile Years

Implementing Agile at a yearly level is about outcomes and sprints.

Let’s look at outcomes first.

Yearly Outcomes

The question that Meier gives us is: If this were next year, what are 3 great results that I would want?

This is a great question and an easy way to come up with your outcomes for the year. Some things he recommends to keep in mind:

In addition to the Agile guidelines, we recommend:

The great thing about Agile is that it’s an iterative system. Nothing demonstrates this better than the concept of Goal Agility. This is basically the ability to shift goals when necessary, based on prior action and information acquired. It may seem like a trivial concept, but it’s incredibly useful. Most people are so locked into poorly-set outcomes that they can’t about-face and move in different directions.

Sprints

If you remember from Part 1, we talked about sprints, or mini-projects you do monthly to improve some part of your life or learn something new. When you do your annual planning with Agile, you also want to plan your sprints for the year (though like outcomes, they have Agility so you can change them as you see fit and as you go).

Year At a Glance

The last part of Agile’s annual planning is the year-at-a-glance. It’s a month-by-month table that contains:

In the next couple of articles on Agile Results, we’ll show how we set up an uber-effective year-at-a-glance using some nifty tools and tricks.

What’s Next?

And that’s it for Part 2 of Agile Results. Now you have an overview of the concepts behind Agile Results, and how Agile is supposed to be implemented.

In Part 3 we’ll go through a step-by-step “first run” of setting up Agile with recommended software and tools, as well as how to use the system. In Part 4, we’ll tie in concepts from GTD and other productivity systems with Agile – you’ll absolutely love the results.

EDIT: Part 3 is available here.

If you want more articles and tips like these, let us know where we can send them to:

Photo by: lrargerich

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