fbpx
BERTEIG Learning Events: GUARANTEED TO RUN | 100% MONEY BACK SATISFACTION GUARANTEE Upcoming Learning Events

The Skills Matrix and Performance Evaluations on Agile Teams

July 3, 2020
4 minute read
Read
Performance evaluations of staff on Agile teams are difficult.  Many organizations are still experimenting with various approaches to addressing this difficulty.  Of course, HR departments are not usually involved in the early stages of an Agile adoption.  That said, eventually an organization has to figure out how to evaluate performance.  The Skills Matrix is a great technique to help with this problem.
This article is relatively recent.  I am excited to report that the consultants in my business have now used this technique with many teams and used it with great results!  The self-awareness, the opportunities for continuous improvement, and the simplicity of performance evaluation make this a valuable contender to replace traditional performance evaluations.

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” (Liker) 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.

So far, this sounds like almost any other performance evaluation system…

Of course, the details matter.  The OpenAgile Center for Learning has published a brief overview of how to use the Skills Matrix[1] and a convenient A0-size pdf[2] 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.

[1]http://svn.openagile.com/OpenAgileManuals/Individual%20Level%204%20-%20Growth%20Facilitation/Tools/Skills%20Matrix%20Facilitation%20Method.pdf

[2]http://svn.openagile.com/OpenAgileManuals/Individual%20Level%204%20-%20Growth%20Facilitation/Tools/Skills%20Matrix%20-%20A0%20Format.pdf

 

[This article was originally published on Agile Advice on 29-May-2012]


 
If you find this useful, please consider contributing with our
Value for Value” model.

 


  • Certified Scrum Master® (CSM) [Virtual Learning] badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    14 to 15 DEC 2021 (2 days) - Starting Tuesday - Online - Mishkin Berteig

    C$595.00 Sold Out!

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Tue 14-Dec-2021
    Wed 15-Dec-2021

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Mishkin Berteig

    Mishkin Berteig


    Chief Executive Officer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning] badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    12 to 13 JAN 2022 (2 days) - Starting Wednesday - Online - Petri Heiramo

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Wed 12-Jan-2022
    Thu 13-Jan-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Petri Heiramo

    Petri Heiramo


    Senior Agile Coach and Trainer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning] badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    20 to 21 JAN 2022 (2 days) - Starting Thursday - Online - Mishkin Berteig

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Thu 20-Jan-2022
    Fri 21-Jan-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Mishkin Berteig

    Mishkin Berteig


    Chief Executive Officer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning] badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    02 to 03 FEB 2022 (2 days) - Starting Wednesday - Online - Petri Heiramo

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Wed 02-Feb-2022
    Thu 03-Feb-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Petri Heiramo

    Petri Heiramo


    Senior Agile Coach and Trainer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning]  badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    14 to 15 FEB 2022 (2 days) - Starting Monday - Online - Petri Heiramo

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Mon 14-Feb-2022
    Tue 15-Feb-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Petri Heiramo

    Petri Heiramo


    Senior Agile Coach and Trainer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning] badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    23 to 24 FEB 2022 (2 days) - Starting Wednesday - Online - Petri Heiramo

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Wed 23-Feb-2022
    Thu 24-Feb-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Petri Heiramo

    Petri Heiramo


    Senior Agile Coach and Trainer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning] badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    16 to 17 MAR 2022 (2 days) - Starting Wednesday - Online - Petri Heiramo

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Wed 16-Mar-2022
    Thu 17-Mar-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Petri Heiramo

    Petri Heiramo


    Senior Agile Coach and Trainer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning]  badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    24 to 25 MAR 2022 (2 days) - Starting Thursday - Online - Petri Heiramo

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Thu 24-Mar-2022
    Fri 25-Mar-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Petri Heiramo

    Petri Heiramo


    Senior Agile Coach and Trainer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning] badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    06 to 07 APR 2022 (2 days) - Starting Wednesday - Online - Petri Heiramo

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Wed 06-Apr-2022
    Thu 07-Apr-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Petri Heiramo

    Petri Heiramo


    Senior Agile Coach and Trainer
    About Trainer
  • Certified Scrum Master® (CSM) [Virtual Learning] badge

    Certified Scrum Master® (CSM) [Virtual Learning]

    19 to 20 APR 2022 (2 days) - Starting Tuesday - Online - Petri Heiramo

    C$595.00 Register Now

    - Create Adaptive Product Teams in Any Business -

    This 2-day course provides the foundations to be an effective Scrum Master. Achieve Certified ScrumMaster® (CSM) designation by successfully completing this training and the online exam taken after the class (you'll receive the link directly from Scrum Alliance®).

    The Certified ScrumMaster® course is normally the recommended entry point to the practice of Scrum and is a prerequisite to more advanced certifications: A-CSM®, CSP-SM®.

    - 16 PDUs | 16 SEUs (REP with Scrum Alliance® and PMI)
    - Scrum Alliance® exam fee and 2-year membership included
    - In-depth simulation, engaging classroom discussion & no slides!

    Please register using a corporate email address, for corporate loyalty program discounts.

    __________________________________________________________________________

    IMPORTANT NOTE: This learning event requires:
    - 5 hours of Scrum preparatory work
    - review of Scrum foundational videos
    - completion of quizzes and SM-ready test


    All participants are expected to have completed the preparatory work before the start of the class. Failure to do so, will mean rescheduling and application of the $150 Rescheduling Fee.
    Read More

    Location:

    Online

    Date:

    Tue 19-Apr-2022
    Wed 20-Apr-2022

    Time:

    10:00 AM to 04:00 PM (EST)

    Trainer:
    Petri Heiramo

    Petri Heiramo


    Senior Agile Coach and Trainer
    About Trainer

Berteig Consulting

Empower Your Entire Organization with BERTEIG Consulting in Agile, Scrum, Kanban, SAFe and LEAN.

Aimia
Bruce Power
Capital One
CBC
Comcast
Equitable Life of Canada
FreshBooks
Suncor
We are a referral centric business. And as such, we stand ready, willing and passionately able to serve anybody important to you by giving them perspective, advice, recommendations, and treating them in a very special way.