Project Management

Five factors required for teams to self-organize

From the Easy in theory, difficult in practice Blog
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Self-organization doesn't mean anything goes.

Even in a very small company, there are going to be some restrictions on what a team can do, even if those purely relate to meeting cost constraints requested by those who hold the purse strings. This is one of the reasons why I endorse the Disciplined Agile guideline to "Create semi-autonomous self-organizing teams" as it acknowledges that the degree of autonomy is rarely absolute and will vary widely between contexts even within the same organization.

But assuming the members of a team are ready to self-organize, what needs to be in place to enable them to successfully do so?

The first prerequisite is that there is a shared understanding and buy-in of the project's vision and expected outcomes. If there is misalignment or confusion there, it will be pretty difficult for self-organization to take place. Just observe a group of preschoolers trying to play football and you will quickly realize that self-organization is not the right answer for their first time out playing.

Second, there needs to be a clear understanding of the boundaries. Without this, some team members might play it too safe and abdicate their authority for making a decision while others accidentally cross forbidden lines. And as these boundaries can change project-to-project, it is a good idea for team members to confirm what they can and can't do at the onset of each initiative.

Third, there needs to be encouragement and commitment from leadership to help the team self-organize. What this means is that managers need to create the psychological safety required for team members to feel comfortable making decisions and asking questions about what decisions they are able to make. Ensuring that team members and managers are on the same page about decision making authority is critical and exercises such as delegation poker can be used to safely explore jurisdictional limits. Never underestimate the unwillingness of some team members to make decisions as they might have been negatively conditioned to just do what they are told.

Fourth, there needs to be a safety net for the organization and the team in the event something goes wrong with the decisions the team has made. There also does need to be some validation that the team isn't violating any policies. Checks and balances are required but these should be done in the spirit of lean governance rather than of micromanagement.

Finally, the team needs to have the discipline to document their decisions. The structure or format for this documentation should be context-driven but whatever rules they have come up with for themselves need to be explicit so that there is a clear understanding of how they will be operating, both for themselves as well as for governance authorities.

Self-organization is an admirable goal for teams to aspire to. After all, one of Daniel Pink's three levers for intrinsic motivation is autonomy and you can't get much more of that than deciding how you will do your work. But to realize this goal, we must first fulfill the five factors.


Posted on: August 29, 2021 07:00 AM | Permalink

Comments (4)

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Luis Branco CEO| Business Insight, Consultores de Gestão, Ldª Carcavelos, Lisboa, Portugal
Dear Kiron
Very interesting theme that brought to our reflection and debate
Thanks for sharing and your opinions.

I believe that the points you addressed from the perspective of the organization are relevant.

Despite that, I think that the maturity (psychological) and the level of knowledge (knowing and knowing how to do) of the individuals that make up the teams are essential.

It is sometimes difficult to find talented and responsible people to join our teams

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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Thanks Luis - totally agree! If you don't have the "right" people in the team it won't matter how much you help them to self-organize as you won't get good outcomes.

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Kwiyuh Michael Wepngong
Community Champion
Financial Management Specialist | US Peace Corps Yaounde, Centre, Cameroon
Self organize doesn't mean anything goes.... Thanks for this strong words

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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Thanks Kwiyuh!

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