When I speak to teams about agile software development and Scrum, I often start by discussing the Agile Manifesto. While this might seem like an extreme exercise of going "back to basics," the values expressed in the Agile Manifesto and the associated principles explain agile software development in a clear way that informs everything else about how an agile team works.

Practicing agile software development is harder than it appears, and following an agile method without a good understanding of the principles and values behind it can limit your progress. This is the central message in Gil Broza's book The Agile Mind-Set: Making Agile Processes Work.

There is more to being effective at agile than following a process. As Broza points out:

Getting great at Agile, like becoming great at long-distance running or at a new career or at parenting, involves a deep shift that a sequence of small steps cannot achieve adequately. You need to make a proper commitment: “Do it like you mean it.”

He describes the agile mindset as a consistent system where values, beliefs, and principles align. This is a useful strategy regardless of your method of choice; Broza makes the point that any development approach, including waterfall or lean, is best executed in the context of a consistent mindset.

The book speaks to the challenges faced by people who focus on "doing agile" rather than "being agile." Even those who are familiar with the values often get hung up in process mechanics. You can certainly benefit from following agile practices by rote, but to be successful in agile (or any other method, for that matter), you are better off if you act in a way that's congruent with the values of your process, particularly when faced with challenges or conflicts on your project.

One area where organizations have a hard time transitioning to an agile process is in how they measure the effectiveness of the transition. Broza writes:

The transformation isn’t a start-middle-and-end type of activity. Individuals, teams, and organizations can never be done adopting Agile, just as you can’t become a responsible person once and for all.

The fact that developing and maintaining an agile approach is work that can never be declared “complete” can be frustrating to some. In practice, there are milestones and metrics you can measure to gauge how your team is doing with agile. Just as “inspect and adapt” is an approach to use with your project plan, it is also an approach that you should apply to your agile process.

But if you are using the metrics and milestones as a way to judge without an eye toward improvement, you may be missing the point. An example from the book:

A team might be following every documented Scrum practice, for instance, and still have taken on little of the mind-set. Asking “What’s our velocity?” (and subsequently “Can we increase it?”). Velocity measures a team’s capacity to produce output. It is not a measure of the Agility of their behavior or of the usefulness of their output. It’s not even a good measure of the benefits of Agile.

Measuring velocity with the goal of increasing it in abstract closes the door to a number of possible improvements, such as changing how you define points, or correlating your velocity with customer satisfaction. Things like user experience and quality are what agile teams should be concerned about.

In addition to helping you become agile, having an agile mindset can keep you from falling back into the old, familiar ways of working that you wanted to change. It also helps you execute practices in the most effective ways. Broza points out that "in the agile mindset, being effective is more important than being efficient." Keeping this in mind can help you resist the temptation to overplan in an attempt to reduce wasted work, for example.

The key to changing how you work is realizing that agile methods form a system that helps you change how you work. Any single change can only get you so far, so teams need to make not just the changes that are agreeable at first, but also the ones that help them to change their process:

When people correctly understand that the objective is a different, whole-system approach to work, their motivation to make the change is accurate. And if that motivation is low, at least you can have an informed conversation with them and discuss the real issues.

While the book focuses on the right mindset, it also connects that mindset with tactical practices. For instance, Broza explains how timeboxing and agile planning can help effectively deliver customer value. A timeboxed sprint in Scrum forces the business to set priorities in a more focused way than kanban might. Sprints also provide a synchronization opportunity.

In The Human Side of Agile: How to Help Your Team Deliver, Gil Broza demonstrated his talent for explaining the intersection of process and practice. In The Agile Mind-Set, he helps readers bridge the gap between practice and understanding. While there is a certain value in developing agile habits, rote execution of agile methods can only get you so far. Broza gives insights into how you move beyond "agile by habit."

The message of The Agile Mind-Set is that you should act congruently with the principles and values of the process you are using. Broza expands on the four values of the Agile Manifesto and connects them to principles and practices. The Agile Mind-Set is a useful book that can help you and your team become more effective agile practitioners.