Agile Sales Execution using Scrum with Trello - Part 2 - Step-by-Step Demo

Summary

This video discusses how to effectively implement Scrum and Agile methodologies in non-software environments, such as sales and project management, using tools like Trello. The speaker emphasizes the importance of breaking down large tasks into manageable chunks and focusing on delivering minimum viable products within set time periods. They explain how to adapt Scrum rituals like daily stand-ups to weekly calls and monthly planning, while also leveraging automation tools in Trello, such as Butler cards, to streamline workflows and track progress efficiently.

Takeaways

• 😀 Agile can be adapted to various teams, not just software development, by adjusting the principles to fit different work styles.
• 😀 Time-boxing tasks and focusing on delivering a minimum viable product (MVP) or deliverable within a defined time period is a key agile principle.
• 😀 In a non-tech environment, such as sales, the agile framework can be used by holding weekly meetings and monthly planning sessions instead of daily stand-ups.
• 😀 The goal of agile is to break down large tasks into smaller, manageable pieces to ensure continuous progress and delivery.
• 😀 Sprint planning and reviews are valuable in sales teams for organizing and prioritizing tasks, campaigns, and ongoing deals.
• 😀 Trello is a useful tool for implementing agile workflows, with automation features like Butler to streamline task management and process steps.
• 😀 The flexibility of the agile methodology allows it to be scaled to different types of teams, adjusting the frequency and structure of meetings as needed.
• 😀 While the formal scrum process includes daily meetings, this can be adjusted to suit team needs, such as moving to weekly check-ins.
• 😀 Having clear agendas and goals for meetings ensures that each team member knows what needs to be accomplished in a given time frame.
• 😀 The speaker intends to share more in-depth guidance on how to set up Trello boards, including rules and automation features, to optimize the agile process.

Q & A

What is the core concept of agile that the speaker focuses on?

The core concept of agile highlighted in the video is breaking down large tasks into smaller, manageable chunks, time-boxing the scope of work, and delivering a minimum viable product or deliverable at the end of each time period.

How does the speaker suggest applying agile principles to non-software work?

The speaker suggests applying agile principles in non-software settings by adjusting the frequency of meetings. For example, instead of daily stand-ups, weekly meetings and monthly planning sessions can be used to keep work organized and focused.

What are the benefits of time-boxing in agile, according to the video?

Time-boxing allows teams to set a clear scope of work within a specific timeframe, ensuring that tasks are manageable and achievable. It helps avoid overcommitment and encourages a focus on delivering a minimum viable product.

Why does the speaker prefer sprint planning even for sales executives?

The speaker prefers sprint planning because it helps teams stay organized, plan out the work to be done, and align on specific goals within a defined period. For sales executives, this means planning campaigns, managing deals, and setting clear agendas for the month.

What is the difference between official scrum practices and the system suggested in the video?

Official scrum practices include daily 15-minute stand-ups, weekly sprint planning, and reviews, which are more rigid and frequent. The speaker's approach is more flexible, suggesting weekly meetings and monthly planning, which can still follow agile principles but on a less frequent basis.

What tools does the speaker use to implement agile in their system?

The speaker uses Trello, a project management tool, in combination with Butler cards and automation rules to track and organize tasks, manage workflows, and make the process more efficient.

What does the speaker mean by 'minimum viable deliverable'?

A 'minimum viable deliverable' refers to the smallest version of a product or task that can be completed and delivered at the end of a defined time period. It’s about getting something functional out quickly rather than aiming for perfection.

How does the speaker automate the process of managing tasks in Trello?

The speaker automates the process by using Butler cards and rules in Trello. These automation tools help manage tasks, renumber cards, check boxes, and track progress as tasks move through different stages of completion.

What is the importance of weekly and monthly meetings in the system described?

Weekly meetings are important for discussing the agenda, tracking ongoing tasks, and aligning the team. Monthly meetings, on the other hand, help with planning, setting new goals, and reviewing the larger scope of work.

What is the key takeaway about agile in non-traditional settings like sales?

The key takeaway is that agile principles can be adapted to various settings, such as sales, by modifying the frequency of meetings and planning cycles. The focus remains on managing work efficiently and delivering results incrementally.