Practical, customized programs for product and delivery organizations — built from 12 years of hands-on coaching at Salesforce and Delta Dental. Every session is designed for the actual people in the room and the specific problems they are trying to solve.
Every engagement is customized — not a standard curriculum applied generically.
Walk away knowing exactly where your role fits, what decisions you own, and where to strengthen your partnerships.
Every session produces artifacts, frameworks, or habits you can use in your next sprint, planning cycle, or stakeholder conversation.
Shared vocabulary between Product, Engineering, and Business stakeholders reduces friction and speeds up every conversation that follows.
Move from activity tracking to decision-support — dashboards and data practices grounded in what teams actually need to improve.
Structured adoption of Agile, Kanban, and DevOps practices produces measurable throughput gains that accelerate as teams mature.
Sustainable operating models replace the individual knowledge silos, fire drills, and manual coordination that quietly drain organizational capacity.
Sales, Marketing, Architecture, and Engineering aligned on continuous deployment means faster customer value and fewer missed opportunities.
Organizations that build the DevOps and feedback loop foundations now are the ones positioned to leverage AI-accelerated development without losing control of quality and release risk.
Frameworks and practices for the operational infrastructure that connects strategy to delivery — planning systems, tooling, metrics, and the coordination models that keep multi-team organizations moving.
Communication plans, documentation templates, and coordination models for cross-team IT initiatives. Based on Disciplined Agile Delivery, LeSS, and practical field experience — adapted for your organization's scale and culture.
Build dashboards that answer real questions — not just display activity. Covers decision-to-be-made framing, Jira, Tableau, and PowerBI implementation, and adoption practices that make the data actually used.
Structured creation and ongoing facilitation of Communities of Practice for Product Management, DevOps, Quality Assurance, and Scrum Masters — building the internal knowledge networks that reduce siloing and accelerate organizational learning.
Training Agile Coaches to use Kanban boards in Miro for structured tracking of coaching progress — near to mid-term activity management for teams and individual roles including PMs, SMs, and Engineering Leads.
Practical training for Product Managers, Product Owners, and Scrum Masters on using AI prompts with meeting transcripts and documentation to create complete, consistent Features and Issues in Jira — including user context, business context, key metrics, and technical acceptance criteria.
Guidelines, training, and adoption support for IT managers leading teams across time zones — preserving collaboration culture while managing the logistics of distributed delivery.
Role-specific training and certification for the PM job family — from foundational Agile practices for Product Owners to strategic alignment programs for senior PMs and Product Directors.
A structured certification program based on SAFe 6, including role-specific training, team observation, facilitated feedback sessions, and formal examination. Covers Product Owner and Product Manager roles, their distinct responsibilities in a scaled Agile organization, and the collaboration patterns between them. Modeled on the program developed at Salesforce R&D and refined at Delta Dental.
Customized training for IT Leadership, Scrum Teams, Scrum Masters, Product Owners, and Business Stakeholders — adapted from Salesforce's Adaptive Delivery Methodology and refined for your organization's methodology and cadence.
Hands-on workshop covering Definition of Refined, Definition of Ready, and Definition of Done at the Feature, Story, and Dependency level. Participants write and critique real Features and Stories from their own backlog, build structured acceptance criteria, and leave with repeatable templates. Includes collaborative pre-work and guided homework to reinforce the practice between sessions.
Creation and facilitation of maturity surveys, leader and team presentations, AI-assisted insight identification, and follow-up coaching roadmaps. Produces dashboards and progress plans grounded in actual team data.
Practical training on Story Points, T-Shirt Sizes, control chart confirmation of consistency, estimation calibration, and estimating in ranges at the Feature or Project level using Sum of Squares methods.
Transforms standups from status reports to handoff facilitation, separates Refinement from Sprint Planning, establishes effective internal versus stakeholder demo formats, and builds four retrospective types for different team needs.
Hands-on creation of the high-level Product Management artifacts that align teams before a line of code is written. Covers customer journey mapping (current and future state), user story mapping for release planning and MVP scoping, Business Value Canvases, Opportunity Solution Trees, and lean product briefs. Participants produce working versions of each artifact for their own product area during the session.
Targeted coaching for PMs presenting to executives, business stakeholders, and non-technical audiences — including quarterly business reviews, roadmap presentations, investment pitches, and hackathon panels. Covers narrative structure, data storytelling, slide design principles, handling difficult questions, and reading the room under pressure. Participants workshop real presentations from their own pipeline.
End-to-end delivery pipeline transformation — from how work enters the system to how value reaches customers. These programs address the technical and organizational gaps that prevent fast, low-risk, continuous delivery.
A structured program covering DevOps maturity assessment, gap analysis, progress roadmapping, and practice implementation — starting with Culture of Collective Ownership (the "C" in CALMR) as the organizational foundation. Includes demos for peers and leaders and ongoing progress tracking.
Most organizations know DevOps as a technical topic. This program makes the business case visible: a DevOps transformation culminates in non-technical people — Sales, Marketing, Operations — performing low-effort, low-risk releases. That shift has profound implications for revenue cycle, customer feedback speed, and competitive agility.
Partnered implementation with tooling teams in Jira, Jira Align, or equivalent platforms — covering team and portfolio-level Kanban adoption, flow metrics, control charts, cumulative flow diagrams, value stream maps, and waste elimination.
A structured delivery team transition that includes training, identification of short and long-term rewards, and team-generated progress plans for the evolution of team practices — moving from sprint-cadence delivery toward continuous flow.
Practical training on the metrics that matter at each level — from velocity trend and sprint completion rates to lead time, takt time, dependency completion rate, bug intake-to-velocity ratio, automated code coverage, and production validation.
Acculturation of software teams, managers, and stakeholders transitioning from waterfall methods — including role redefinition, ceremony adoption, stakeholder education, and the organizational change management that makes the transition stick.
Targeted sessions on the everyday practices that determine whether an Agile team actually functions — collaboration, estimation, and the rituals that generate alignment rather than just occupying calendar time.
Practical sessions using the SCARF model (Status, Certainty, Autonomy, Relatedness, Fairness), Scrum Values, and the 5 Dysfunctions of a Team framework to build the psychological safety and collective accountability that high-performing teams require.
Four retrospective types for different team maturity levels and needs: Lean Coffee for open exploration, five-step with facilitated games for team building, training retrospectives for skill development, and data-driven retros for performance-focused teams.
Individual and small-group coaching for people managers and high-performers navigating interpersonal complexity, role transitions, and organizational change — using evidence-based frameworks adapted to the specific person and context.
On-request coaching using the GROW framework, Enneagram personality profiling, Crucial Conversations, and Powerful Questions — for interpersonal dynamics, performance improvement, and role clarity at any level.
Training and mentorship for Agile Coaches themselves — on coaching methodology, maturity assessment design, roadmap facilitation, and how to move from being activity-focused to measurably outcome-focused in their coaching engagements.
A diagnostic and planning engagement for leadership teams — assessing current DevOps and feedback loop maturity, identifying the specific operational gaps that will limit AI adoption, and building a sequenced roadmap to close them before the gaps compound.
None of these programs are delivered off the shelf. The first conversation is about your organization, your teams, and the specific problems you are trying to solve. Format, depth, and content are all adjusted from there.
Group workshops, individual coaching, multi-quarter programs, and one-off sessions are all on the table.