Mishkin Berteig

Mishkin Berteig Chief Executive Officer


Mishkin Berteig Presenting at PMI Chapter on Agile Project Management

Mishkin Berteig has been training, coaching and consulting for organizations since 1995. Mishkin co-founded BERTEIG in 2004. Mishkin is committed to helping individuals, teams and organizations to transform their way of working and achieve Real Agility.

Mishkin has assisted organizations of all sizes to make the transformation from traditional methods to Agile methods (Extreme Programming, Scrum, Lean, Kanban, OpenAgile). Mishkin has helped with culture change, change management, executive management coaching, Agile management, Agile product, project and operations management, Agile teamwork and Agile engineering practices. Mishkin is a co-author of the Real AgilityProgram, BERTEIG’s solution for organizations to achieve higher levels of organizational agility.

Mishkin has developed and delivered Agile training both in public and in-house seminars for over 10000 people in Canada and abroad. Courses have been as short as three hour intro-style and as long as five day boot-camp-style, and audiences have ranged from junior team members to senior executives. Mishkin has been a Certified Scrum Trainer since 2005 and is the longest-standing CST in Canada.

Mishkin writes regularly for the BERTEIG blog (formerly Agile Advice) with hundreds of articles about agile methods. Mishkin is also the author of two books “Agile Advice” and “I Am Not a Great Leader”.

Leadership Coaching/Training Highlights:

  • 2001: Advised the CIO of Charles Schwab, Geoff Penny, on Extreme Programming and Agile in the IT department as to how it may improve their existing Rational Unified Process implementation.
  • 2003: Workshop for CTO Rich Freyberg and direct reports of Schwab Capital Markets on Agile methods, focus on XP. The highlight of this experience was telling Rich to “shut up” because he was constantly interrupting the proceedings. (We had a long pre-existing relationship before that event – I didn’t get fired.)
  • 2004-2005: Consultant, coach and trainer at Capital One in Richmond Virgina. Worked closely with another consultant on a major assessment/report for the CTO Gregor Bailar and then worked with numerous senior managers as a coach and consultant. Also worked closely with a number of well-known agilists including Mary Poppendieck, Michael Hamman, Michael Spayd, and others.
  • 2005-2006: Certified Scrum Master class for the Director and Senior Managers at Siemens, Trango division, co-trained with Jeff Sutherland. Followed up with them for the next 18 months as their Agile coach and trainer, working directly with their senior managers.
  • 2006: Coach at RWDI working with the team on a Scrum adoption. A team-level crisis escalated to working with one of the VPs on a financial model to show the value of focus and rapid delivery.
  • 2007: Custom training for Dan Lesage, Software Development Director at Adobe and his senior managers. Focus on solving change management problems.
  • 2008: Lots of work with leaders and managers at Research in Motion (RIM) – BERTEIG got fired, eventually. Leadership didn’t enjoy looking at cultural issues in the organization. No names here, but it was a great learning experience for us to see how deeply culture matters in attempting to do a transformation.
  • 2009: Another bad experience: delivered a private training for OpenText to the CIO Nicholas Oddson and his senior leadership team. We totally bombed it and were not invited back. Lots of learning here too.
  • 2009-2011: Strategic consulting, executive presentations, Agile Coach Training for RBC and the newly-formed Agile Centre of Excellence.
  • 2010: Training, coaching and consulting at Suncor in Fort McMurray. First major engagement in a non-software Agile Transformation. Worked with Darin Zandee, Superintendent responsible for 200 people on the mine site, and his senior managers. Included one-on-one leadership coaching for Darin.
  • 2010-2011: Group leadership coaching and workshops for Cam Crosbie, AVP then CIO of Equitable Life, and his business peers. Focus on helping Cam and his peers function effectively as a leadership team in the context of an Agile Transformation.
  • 2011-2014: Training, coaching and consulting at Schlumberger Beijing Geosciences Centre working with Pearl Chu, Technology Centre Manager, in Beijing. Included leadership coaching for Pearl, Agile Coach Training for senior and mid-level managers reporting to Pearl.
  • 2012-2013: Leadership coaching and consulting over 18 months for Frank Leong, VP Business Technology and his colleagues including Michael O’Sullivan, President. Included a systematic leadership development program of our own design which has evolved over time to become the “Real Agility Leadership Track” and the “Real Agility Management Track”.
  • 2013: Executive presentation on Agile Transformation for FreshBooks leadership team.
  • 2014-2015: Multiple leadership presentations and workshops with Simon Palmer, CIO and his senior leadership team at LoyaltyOne. Focus on leading with integrity during their Agile Transformation.
  • 2016: MAJOR HIGHLIGHT: Attended and received Leadership Circle Profile Certification™. The Leadership Circle system has informed our work with leaders ever since.
  • 2016-2017: Focus on internal organizational development at BERTEIG and personal leadership development. Did no significant work with leaders in client organizations this year in order to focus on cleaning up our own house, so to speak.
  • 2018-2020: Design and deliver a custom leadership program for Scotiabank over 18 months covering mindset, Agile methods, leadership development, lean thinking, community development, technical excellence, and organizational change. Roughly equivalent to an MBA focused on leadership and organizational agility. Delivered to a cohort of 21 senior and mid-level managers.
  • 2019: Work with my own coaches to develop their leadership coaching ability, primarily focused on our engagement with Trader working with Steve Maidment, Chief Delivery Officer.

Select Client List:

  • Banking: Scotiabank, RBC, BMO, TD Canada Trust, CIBC, HomeTrust, Capital One, Charles Schwab, Key Bank
  • Energy/Resources: Schlumberger, Bruce Power, Suncor Energy, Geosoft
  • Insurance: Great West Life, Liberty Mutual, Equitable Ins., Empire Life, Economical Ins. Grp.
  • Telecom: Ericsson, Blackberry, Siemens, Telus, Rogers, Bell, Nortel
  • Media: Globe and Mail, Shaw Media, ZU, Canoe.ca, CBC, Glacier Media, Post Media, TV Ontario, Comcast
  • Loyalty: LoyaltyOne, AIMIA, Points.com, Empathica
  • Technology: Adobe, Blueprint, Freshbooks, Intuit, Irdeto, Kijiji, MyPlanet Digital, OpenText
  • Education: Xello/Career Cruising, Desire2Learn, Queens University, University of Guelph
  • Government: Goverment of Canada, Government of Ontario, City of Fort McMurray,
  • Other: App Annie, Modernizing Medicine, Trader.ca, D+H, Workopolis, 407ETR, British Counsel, PHH, Ganz, RWDI

Certifications and Accreditations:

Certified Scrum Trainer®, Path to CSP Educator®, CSP-PO, CSP-SM, SAFe Program Consultant

Leadership Circle Profile Certified, Master of OpenAgile, Team Kanban Practitioner

BSc, Computational Science

Testimonials:

An engaging, thorough look at best practices behind true product ownership and working within Scrum. Expert instruction that was never boring and full of insightful learnings. It goes without saying that Mishkin knows his stuff, and is eager to teach Real Agility and Scrum to the world. – Matthew Parkinson, Director of Digital Product Management, Investors Group/ IGM Financial 2019

Mr. Berteig is a wonderful trainer and presenter of the materials covered. His experience in leading discussions around the various concepts and facilitating exercises used to feel the effect of Scrum were appropriate in relation to the audience’ prior experience and knowledge of the topic. – Simonne Cormier, Training Development and Coordinator, Veterans Affairs Canada, 2019

Experience Summary

  • Over 20 years practising, managing and coaching Agile Process and Development
  • Over 11 years experience teaching Scrum (and Agile) in a classroom
  • Over 8 years experience applying Agile outside of technology environments

Publications

2018


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2014


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Presentations

Leadership Agility – Luck, Love and Truthfulness” – 20181011 – Agile North Meetup

Agile Architecture Master Class” – 20180515 – Private Client

Scrum vs. Kanban vs. ADKAR vs. Kotter – Which Is Best For You?” – 20171031 – Global Scrum Gathering Dublin

Real Agility for Everyone” – 20170921 – Private Client

Doubling Productivity with Real Agility” – 20170613 – Project Management Institute SWO Chapter

Launching Agile Teams – The Skills Matrix” – 20161114 – Toronto Agile Conference