So You Want to Become an Agile Coach?

So You Want to Become an Agile Coach?

How exactly does someone become an Agile Coach? Recently, several people have reached out to me to ask how they can become an Agile Coach. They have been practicing Scrum Masters and they want to “move up” to Agile Coach. 

There are many paths to becoming an Agile Coach. Below I share some recommendations about how to do that along with a little bit about my own agile journey as context. 

And as a bonus, I’ve invited a few other experienced coaches to share their tips for people interested in becoming agile coaches. So you will get to hear from a dozen practicing agile coaches.

But first, let’s take a look at why I think there are going to be a lot of people pursing a position as an Agile Coach. 

Agile Coaching is One of the Best Jobs of 2019

Agile coaching is a good job. But one of the best? Early in 2019, Indeed.com listed Agile Coach as one of the top 25 best jobs in the US for 2019. Further, Agile Coach was the highest paid of those “best jobs” with an average annual salary of $161K.

Agile coach tops the list of best jobs 2019 with a salary of 161377

So yes, it seems that Agile Coaching is a pretty attractive role and I would expect more people to show interest. It is going to be a gold rush!

And that leads to our first tip from a seasoned Agile Coach – in this case from Bob Galen of RGalen Consulting Group. You can watch the video below or read the transcript.

Bob Galen – What is your personal “why” you want to coach? What are your goals? So if your goals are – sort of joking, tongue-in-cheek – so if your goals are making money and sort of having prestige and all of that then I think that’s probably the wrong why. I think a better why would be to become a servant coach and a servant leader and to really help teams and to help whoever you’re coaching to get better.

My Journey to be an Agile Coach

I’d like to think my path to becoming an agile coach was a straight line. Pretty much from start to finish. Something like this.

path to agile coaching - straight line

Well, it wasn’t anything like that at all. My actual path to agile coaching looked a lot more like this. Here is a little bit of background on that journey.

Anthony Mersino path to agile coaching

1985 – 2008 – Leading Technology Projects and Programs

Part of my strength as a coach comes from leading technology projects and programs, something I have done since the late 1980s. (I know, I am as old as dirt.) By the late 1990s, I was specializing in troubled project recovery and taking on large technology programs. One key thing I learned at this time was that most problems tend to be people problems and not technical ones. 

These programs put my people skills to the test and I actually had some setbacks. Along the way, I wrote a book about the lessons I painstakingly learned about working with people. All of this was excellent preparation to becoming an Agile Coach. Here are a few milestones along the path:

2008 – Taught Agile Project Management Course

Since the early 2000’s, I gained a lot of experience developing and teaching courses. So when I was asked, I jumped at the chance to develop an Agile project management course. In hindsight, I knew so very little! I developed the agile project management course around Jim Highsmith’s book by the same name.

I was so excited about agile and Scrum that I began applying agile approaches (mostly incorrectly) on the large technology programs I was running at that time. I had one hammer and I put it to good use on all the nails I saw around me. 

2011 – First “Agile Transformation”

I was running a large IT program in 2011 when the organization I was working with decided to adopt agile for the program. I am grateful that they brought in agile experts for training and coaching. It helped me to appreciate how much I still had to learn.

At this time I began reading voraciously. Through books I learned about Mike Cohn, Craig Larman, Dean Leffingwell, James Shore, Kent Beck, Alistair Cockburn and other experts. This inspired me to keep on learning. Around this time I also pursued my PMI-ACP which was my first agile certification.

2012 – First Agile Coaching Job

After finishing the “agile transformation” at that client, the firm that did the agile training and coaching asked me to help them support an agile transformation at another client. I was named the Agile Coach and I initially served as Scrum Master for the teams to model the behavior while we trained the client team to be Scrum Masters.

Yay, I’m an Agile Coach!

Anthony Mersino Agile Coach business card

And that leads me to our second tip from a seasoned Agile Coach, Rick Waters. Rick is a not only a coach, he is a Certified Scrum Trainer and Certified Business Agility Coach. 

Rick Waters – Please don’t just go out and start calling yourself a coach when you know you’re not. When you have a little bit of experience as a scrum mater, please don’t call yourself a coach. It’s as easy as doing this:

*Puts on a hat that says “coach”*

But this doesn’t make me a coach. It’s my skills and my experience and how I relate that to others and help others grow that makes me a coach.

Yikes! I kinda wish I had Rick’s coaching earlier!

Since 2012, I have been doing this work of Agile coach helping organizations move to or improve their agile processes. Along the way, I got my CSM, CSP, PSPO and CAL1 certifications. I’ve been coaching pretty much nonstop since then. In 2014, I helped Northwestern University launch an Agile Certificate program and I’ve been teaching Agile there since then.

That is what I did. It worked for me because of the long experience I had working with teams and the people skills I have developed. But that is not what I would recommend.

A Recommended Path to Become an Agile Coach

Start by Mastering Scrum

To become an Agile Coach today, I believe that you should be extremely well versed in Scrum. There are coaches that specialize in XP, Kanban or Lean, but 70-80% of the world is using Scrum. So you really need to understand and master the Scrum Framework.

Which means you should be a Scrum Master. Or at least that is my recommendation. Good coaches could also come from the Product Owner or Development Team member role. Having experience in all 3 roles would be great! But if you only have one, I would recommend the experience as a Scrum Master. If you don’t have experience working as part of a Scrum or Agile Team, start there.

Practicing one of the Scrum Roles is great and complimenting that hands-on experience with training and certification is even better. I strongly recommend one of the Scrum Master Certifications (either PSM from Scrum.org or CSM from the Scrum Alliance). [Read more about my thoughts on the entry-level certifications here.] Second I would recommend Product Owner Certification (PSPO or CSPO) and then Scrum Developer.

You can go deeper with Scrum of course and Scrum certifying bodies are happy to comply with lots of options. I can’t vouch for the value or ROI of these certifications. I did achieve my Certified Scrum Professional (CSP) from Scrum Alliance in 2014 by attending workshops with Craig Larman. I was inspired and deeply impacted by Larman’s no-nonsense approach.The workshops were extremely helpful; I don’t know that the CSP designation was.

Scrum Alliance also has a few Scrum Coaching certifications for the team and enterprise level. I don’t know much about them but I don’t think they would hurt your career.

If you have Mastered Scrum, Are You Ready to become an Agile Coach?

I suspect many of you are wondering, now that I have mastered the Scrum Master job, am I ready to start coaching? We have Mike Marchi, a Management Consultant and Agile Practice Leader.

Michael Marchi – So I get asked all the time, “when will I be ready to be a coach?” “when can I move from being a scrum master and do a coaching role?” and I tend to think it happens after you experienced being a scrum master for a number – in a number of different environments, and when you find yourself getting to the point where your concerns are beyond what the team is experiencing. You’re trying to – you’re starting to see things in the culture, in the organization that need changing. And I think at that point when you start recognizing patterns of behavior among – you know- that you can draw upon from all your different experiences. I think really that’s when you’re starting to reach the point of moving into a coaching role.

Keep Learning – Hit the Books

OK, you’ve mastered Scrum. Now you need to keep on learning and my recommendation is to hit the books.

I know, I know, book learning is an old-fashioned concept. Still, you have to do it. I cannot emphasize enough the role that reading and self-study played in my development as an Agile Coach. I have worked hard to read all that I could on topics related to agile coaching and development. This includes blog posts from trusted sources, as well as books. My personal goal is to read a book every two weeks.

What should you read? I’ve provided a couple of recommended reading lists on my related blog, How to Succeed as an Agile Coach. There are a number of obvious books for coaches like those on Scrum or Agile. There are also less obvious book choices related to change management, psychology, organizational development, and leadership.

As a starting point, here is a list of top 10 books from that post that I think are essential reading for Agile Coaches.

Let’s hear from some other coaches on the importance of learning and self-study. First up is Gene Gendel, an Organizational Design Coach, Consultant and Trainer.

Gene Gendel – As a coach, you must continuously self-educate in various ways. Reading, get structured learning from credible sources, being coached or mentored by other more experienced coaches. Through this kind of interaction, you shall grow. Your journey will never end, as it requires lots of learning along the way. So don’t ever think of yourself as “I am done” or “I am perfect”.

Emilio Perez makes a similar recommendation.

Emilio Perez – Do lots of reading, networking, updating certifications, attending seminars, conferences, summits, and contribute to our community. You see, I love coaching, it’s not just about Agile. It’s about making a commitment to becoming a better person and a better professional.

Additional Training & Certifications for Agile Coaches

As noted, Scrum is the single most popular Agile Framework today. However, most coaches would recommend that you extend your mastery beyond Scrum. After all, if all you have is a hammer, everything starts to look like a nail.

Let’s hear from Tom Cagley, a Transformation Coach.

Tom Cagley – Never fall in love with a single technique or idea. Very frankly you’re going to need to bend, fold, staple, mutilate all sorts of techniques because context matters. Every situation’s different. Use an entire palate. Spend time every day, and I do mean every day, learning something new. So that you have that palate to draw from. 

With Scrum as a starting point, there are many possible training courses and certifications that you could take to develop as an Agile Coach. Here are some popular approaches that I would recommend.

  • Lean & Kanban
  • PMI-ACP
  • Agile Coaching Institute (now part of Accenture)
  • IC Agile
  • International Coaching Federation

Lean & Kanban

Lean and the Toyota Production System provide the underpinnings for Agile and Scrum. I don’t think you can be an effective Agile Coach without a solid understanding of Lean Principles and Toyota’s Lean Manufacturing experiences.

A good start to learning about Lean would be to read The Toyota Way, or The Machine that Changed the World

For Kanban, you can read Kanban in Action or David Anderson’s classic Kanban: Successful Evolutionary Change for Your Technology Business.

You can also take training classes on Kanban and get certified. Check out the Lean Kanban University for various Kanban training courses and certification. You can get the Professional Scrum with Kanban certification from Scrum.org. 

PMI-ACP

Though not very popular among agile enthusiast, another agile certification that may be helpful to become an agile coach is the Agile Certified Practitioner from PMI (PMI-ACP). This was the first agile certification I obtained and it helped me to broaden my perspective.

The strength of the PMI-ACP is that it is not specific to Scrum. Scrum certifications will focus on, well, Scrum. They may cover lean principles but don’t generally cover lean software development, eXtreme Programming or Kanban. The PMI-ACP does this.

The PMI-ACP certification is a little unique in that it requires agile experience and includes a rigorous exam. I found that my study and preparation to pass the exam was more valuable to me than the letters after my name. You can read more about the PMI-ACP in this blog – Get the PMI-ACP without Hardly Trying.

Agile Coaching Institute

Lyssa Adkins, the author of Coaching Agile Teams, runs an agile coaching program at the Agile Coaching Institute that I have heard is excellent. Several of my colleagues have taken Lyssa’s Agile Coach Bootcamp and they give it great reviews.

Here are some of the current offerings from the Agile Coaching Institute:

They also provide opportunities for continued learning through coaching competency cohorts that meet in person and virtually for 10 months.

I recommend the ACI programs because of the strong endorsements I have received from my colleagues, not because I have experienced them personally. Please visit the ACI site for more information.

ICAgile – The International Consortium for Agile

Another path for development as an Agile Coach is the ICAgile training curriculum. IC Agile is the International Consortium for Agile. They are not a training company; they defined a roadmap, set learning objectives and accredit training for various agile roles including agile coach. In their words:

International Consortium for Agile (ICAgile) is a community-driven organization that consists of pioneers, experts, and trusted advisors. ICAgile is not just another certification body. We are changing the way people do agile by helping them become agile.

From the beginning, ICAgile’s mission has been to help organizations achieve sustainable agility by focusing on the transformation of people, not just processes. We do this by providing learning journeys that equip people with an Agile mindset as a foundation, then guide them along a path towards mastery in their chosen discipline.

– ICAgile Website – https://icagile.com/About/Mission

IC Agile has defined a roadmap and training and certification for 3 levels of agile coaching. Lyssa Adkins, mentioned in the previous item, was a key contributor along with Ahmed Sidkey to the agile coaching roadmap. If trying to grow as an Agile Coach, I would recommend getting these training courses and related certifications as well.

The ICAgile Agile Coaching Learning Roadmap for those who want to become an agile coach

 

International Coaching Federation

While not specific to becoming an Agile Coach, getting certified as a coach is also highly recommended. Coaching is a growing profession and there is a professional group for coaching called the International Coaching Federation. The ICF provides certification for professional coaches, agnostic of whether they are a life coach, executive coach or agile coach.

ICF Credential-holders are part of a self-regulating group of elite coaches who provide accountability to clients and the coaching profession as a whole. They pursue and complete rigorous education and practice requirements that provide unquestioned legitimacy to their commitment to excellence in coaching.

– International Coaching Federation, https://coachfederation.org/icf-credential

The ICF provides three levels of professional certification for coaches. Each of these has specific requirements for training hours you need to complete and coaching experience you need to obtain. You can learn more about these by following the links below:

I don’t have first-hand experience with the ICF. I did investigate it a few years back and found the program rigorous, though somewhat time-consuming. The coaches I spoke to in my investigation thought highly of it and valued the framework and tools that coaches can learn and apply.

7 Additional Tips for Becoming an Agile Coach

Here are some additional tips for how to become an Agile Coach. My coaching colleagues and I will provide details in the sections that follow.

  1. Your Focus Changes
  2. Don’t Do This
  3. Ask, Listen
  4. Take Notes
  5. Pick Your Spots
  6. Get Mentors
  7. Get as Much Experience as Possible

1. Your Focus Changes

Most aspiring Agile Coaches will come from the role of Scrum Master. As Scrum Masters, their focus is typically on helping the team. [Many Scrum Masters neglect coaching the PO and the organization, often at their own peril!]

To be effective as an Agile Coach, you will need to shift your focus from the team to the organization. You will need to evaluate the ability of the organization to leverage the agile mindset and agile ways of working, as Steve Young, Senior Agile Coach shares below.

Steve Young – As a new agile coach, you need to realize that it’s about the people now and less about the software and the process to get it done. Are the people understanding how to use agile principles in practices? Are they applying them in their day to day software lives? Are they using it to their advantage instead of just another process?

2. Don’t do This

Do we all agree that as an agile coach we should not criticize or, God forbid, yell at our clients? Yeah, great. Thank you. Yelling and criticizing clients is bad for business. It makes all coaches look bad. 

Dont do this if you are trying to become an agile coach

A few things to keep in mind:

  1. All behavior makes sense to the individual. People don’t act irrationally or without a specific purpose. If we feel people are acting in ways that are not helpful, it is best to discuss that with the individual to understand why.
  2. People act the way they do because of the system, not because they are bad or malicious. There is something they get out of that behavior – some reward or incentive. You cannot evaluate the individual without regard for the system.
  3. As coaches, we need to bring our best self to all interactions. Most coaches have a daily routine or mindfulness practice that helps them get grounded and clear, prior to interacting with their clients. I try to meditate at least once per day, and that helps.

You can read more about what not to do as an agile coach here.

3. Ask and Listen

Not long ago I overheard a Scrum Master that I worked with on a call with his team. It was one of the Sprint events, and, the Scrum Master was doing all the talking. Not great. You can read about it here in Scrum Masters Need to be Good Listeners.

NEW Agile Coaches have to do more listening than speaking

To be a great agile coach, you need to do even more listening. And learn to ask great, open-ended and powerful questions. Here is what Frank Rios, Enterprise Agile Coach has to say about asking questions that help the client figure things out for themselves.

 

Frank Rios – Listen more than you talk. Ask questions. Ask lots of questions. Try not to give solutions. Consultants give solutions, coaches believe the people you are coaching, are capable of coming up with the solutions themselves. Teach them to come up with the solutions themselves. That is being an agile coach.

4. Take Notes

One of the ways that I have found helpful to focus on listening and not talking is to take extensive notes. When I attend a team meeting, I will stand outside the circle and avoid eye contact with the team. I use my phone or iPad and take notes in the OneNote application, keeping a separate folder for each team. Of course you could use a physical notebook or other tool as well.

become a better agile coach by taking notes

By taking notes, I am less likely to say something unnecessarily. I will often note that the team skipped over something or someone in the conversation, and then I wait and see if they come back to it. They usually do. And if they don’t, maybe they didn’t need to.

My notes are helpful if the team or Scrum Master asks for feedback afterwards. I don’t share my notes unless someone asks, and even then, I will often only share what I believe will be helpful to the team’s growth.

The added advantage of having a written trail is that you can go back and review those notes for your improvement, as Dave Saboe, Senior Agile Coach, shares below. 

Dave Saboe – Two things: one, be curious. Curiosity helps us to find the real root cause and avoid any biases we might have in interactions with others. And number two, keep an observation journal. As you go throughout your day, write down any observations you have. Maybe someone changes their body language when you talk about a certain topic, maybe you see something on the wall that might be interesting. At the end of the week, review your notes, you might be able to spot patterns and get an indication of what’s really going on in your organization. Increasing your powers of observation will also make you a better coach.

5. Pick Your Spots

One thing that I’ve learned over my short tenure as an agile coach is that coaching is worthless if it is not heard or accepted. 

People need to be in a position to actually hear, process, and accept what the coach is saying. That only happens if there is a trust relationship between the coach and coachee, and the coachee is open and receptive to coaching. Any other time, it is better to save your breath as a coach. 

agile coach no coaching please

Read more about picking your spots in, What Makes an Agile Coach Effective.

6. Get As Much Experience as Possible

Wow, this tip is really really important. If you have only experienced one organization and just a handful of teams, your experience base is too limited. Get out and see more teams and more organizations.

I’ve been lucky to have worked with over a hundred different teams as a coach or trainer, and nearly 30 different organizations. I’ve had a chance to experience what is effective as an agile coach, and just as frequently, what is not effective. Here are some related comments from coach and Certified Scrum Trainer, Maria Matarelli.

Maria Matarelli – As an agile coach, it’s good to have a variety of experience. So not just working with one or two teams at one company, but looking for opportunities to learn from other scrum masters or coaches at different companies and different ways that people are applying agile and learning from different challenges and different contexts. Also get involved in your local community. Attend conferences, meet-ups, online forums, engage with other people, share resources, knowledge and learn from getting a variety of different perspectives.

7. Get Mentors

One important way to accelerate your learning and growth as an Agile Coach is to get coaching or mentoring from a more experienced coach. I’ve had the opportunity to partner with and learn from some great coaches over the years. Early in my career I got to work with Sally Elatta and Richard Dolman and I am grateful for their patience and investment. Though not a formal mentor, I had a 3-week exposure to coaching with Craig Larman which had a deep impact on me.

And I’ve had the great fortune to team coach with Tom Cagley and Susan DiFabio. I’ve learned so much from both of them and been able to improve my coaching through channeling their wisdom and voices when they are not around. 

Rick Waters shares his thoughts about getting mentors: 

Rick Waters – Great coaches need great coaches. If you don’t have a mentor, then it’s going to be very difficult for you to become a great coach. Some of my best advice for you is around finding yourself a mentor who you can talk to face-to-face on a daily or almost daily basis. Find this person who has great skills in coaching and take instruction and advice from them as much as you possibly can. Having them around to immediately receive feedback on exercises or practices that you are just trying out is immensely important.

Bonus Tip – Don’t Strive to be Indispensable!

One final note. An Agile Coach should not be striving to be indispensable, or to be at one organization forever. In fact, doing so will result in stunted growth for you and the organization.

Your job is to help the client help themselves. Let’s hear from Mike Marchi on this final tip:

Michael Marchi – When you are being a coach, one thing you have to keep in mind is your goal as a coach is to not be there forever. You are trained to teach these people to fish, give them the skills that they need to get along without you. A coach should never be trying to maintain their own longevity.

I hope that you found this article and all the tips from experienced coaches helpful. I’d like to thank all the coaches for sharing their insights and wisdom. Thank you! And if you are reading this and you are in need of a coach, hire one of them!

Cheers!

Anthony

PS: Please feel free to add your coaching tips to the comments below. You can also send me a video if you want to be included.

This Post Has 2 Comments

  1. Anthony, I am your big fan! lonnng time ago you changed my life with your book ´Emotional intelligence´which I have with me all the time, in many occasion I check it and get something. I love your books, and your articles are clean, lean and useful.
    God bless your life! Love you! Hope to see you in person one day!You are part of my professional progress. THANK YOU!
    Keep up your excellent work! yOU ARE THE BEST! Rocked always!

  2. Gabriela, I am humbled by your kind words, THANK YOU FOR SHARING!

    Anthony

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