The principles of Agile and Lean can be applied in an infinite variety of ways depending on your situation today, and how your situation changes as you learn. As you apply the principles of Lean-Agile in your own context, it may be helpful to know the context assumptions and constraints under which the ideas in this book were formed.

Context
  • Make training for other organizations, more so than for our own employees.

  • Training is "owned" by engineering rather than HR.

  • Government customers often require the use of earned value management on all training projects. Therefore, the tracking described may be more involved than you need.

Assumptions
  • We often put instructional/LX designers into team lead positions. They know the learning experience development process well and can help focus the team in the right ways.

  • We have various delivery means, such as instructor-led training, eLearning, 3D immersive experiences using game engines, and simulations.

  • We include formal ADDIE evaluations when the customer requires and pays for that.

  • Some projects applied Lean-Agile as a new process and have included minimal interfaces back to the rest of the customer organization that still uses sequential waterfall process with decision gates and big-requirements-up-front (BRUF) planning.

  • Rather than an all or nothing approach, we use as much Lean-Agile as currently possible and gradually apply more of it as successes help fend off any organizational 'white blood cells' (people conditioned to the waterfall processes and that call out and sometimes resist any change from those processes).

Constraints
  • Some customers prefer not to use Lean-Agile. Reasons vary. We don’t force it.

  • Some organizations we work with still use more waterfall methods than Lean-Agile methods, and their organizational leadership is more familiar with waterfall approaches to project management. This causes groups applying Lean-Agile to explain and persuade more as they go.

  • Changing organizational processes can take months of effort with large organizations.

Your organizational context, assumptions, and constraints will surely be different, so adapt the principles of Lean-Agile to your needs.

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