Part V: Using FLEX to Transform Your Organization (with exercises)

This section discusses how to use FLEX to start a transformation to business agility. Just like Part I, this part includes exercises so that you can use this part to help guide you in using FLEX for your organization.

Here are the chapters in this section.

  1. The Purpose of an Assessment. Assessments are not about where you are. They are about where you want to go. By seeing where you are and what challenges you are having a roadmap for improvement can be made more effectively.
  2. Using FLEX to Perform an Assessment for Small-Scale Organizations. This chapter walks you through how to do an assessment at small scale. Even if your organization is larger than small scale, start with this chapter. Larger scale adoptions build off the understanding of a small-scale adoption.
  3. Using FLEX to Perform an Assessment for Mid-Scale Organizations. This chapter reviews how to do an assessment at mid-scale. It builds on the foundation that was laid in the previous chapter about assessing small-scale organizations.
  4. Using the Theory of Flow to Find Your Impediments.  This chapter reviews how to look for impediments to flow and then use those to consider common solutions to recurring problems.
  5. Setting up a Transition Monitoring Team. No matter how carefully you prepare for a transition, you are going to be handicapped by the fact that there is no way to foresee all of the effects of the change or all of the reactions to it. That’s why a Transition Monitoring Team (TMT) is so useful. Even when people are looking forward to the change, someone needs to make sure how it is going.
  6. The assessment timeline for a development group of less than 125 people. This is an example timeline for an assessment of a group of less than 125 people.
  7. Creating a Roadmap for Improvement. Before actually starting the implementation of your adoption it’s important to create a roadmap so that people understand what is happening.
  8. Using the Intake Process to Educate Leadership. A quality intake process can be used to lower risk, eliminate waste, and set up team coordination. These all contribute to predictability of throughput. All of these are also what leadership and product management want the teams to achieve. The intake process can therefore be used to educate these people both in what the development group is trying to achieve as well as how to interact with them.
  9. Attending to Flow Through the Development Group.Attending to flow is required to shorten the cycle time of the work going through the development organization.
  10. How Using MBIs Tie Strategies, the intake process, ATDD, and planning together. MBIs are more than a container of value required for a business increment – they much of the value stream together.


The next FLEX course is currently being scheduled in August in southern Orange County, CA. If you want to learn more about FLEX you can take an online course at the Net Objectives University. If you want to learn about how to adopt FLEX in your organization please contact the author, Al Shalloway