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This is very much work in progress as of Jan2022

Introduction

Leadership is a crucial element in successful organizations. I believe that a successful leader has both, knowledge and tools (along with some other critical factors). In this list, I want to provide links to literature, resources and methods that can be useful when leading others. The focus will be on modern leadership styles as well as the area of modern work as common in software engineering. I try to curate this as a classic awesome list. However, at some points I will contribute more background and literature review so that you find what you are looking for quicker.

Methods and tools

Having the proper tools at hand is a crucial part of leading people. By tools, I generally mean methods you can use in moderating, meetings, 1:1s and others that help you gain information, identify necessary actions, prioritize and track tasks. This is important especially in less hierarchical environments where you want your team to equally contribute to mutual success.

Just let me hint you to the most important method you have at your disposal (in my opinion): Retrospectives
Retros, if done right, give you essential insights into what works and what doesn't in your team and help you to identify ways to improve. So I strongly recommend, you dive deep into how to do retros properly and effectively and what tools you can use. Nearly all of the tools I list here are valuable in retrospectives. I go into more depth about retros here.

I am categorizing here according to "The decision book" (see below) as this is a neat categorization to me. However, some methods don't only fit in one category (e.g., you can use a SWOT analysis in multiple settings).

Improving myself

Methods in this category are useful to identify goals and challenges, structure ideas and information in oneself's daily work.

The Eisenhower matrix

The classic tool of prioritizing tasks. It helps you to find out what to do with a specific task at hand. For that, you assess its importance and its urgency. This results in a 2D plot that you can divide into quadrants.

The bottom left quadrant is tasks that are neither important nor urgent - those can either go straight into the trash (Don't do) or be delayed until they become either urgent or important. Tasks on the bottom right are urgent but not important - those can easily be delegated. The top left has tasks that are important but not urgent - make a commitment for those to do them at a certain point in future. Finally, the top right tasks are urgent and important - make them your current prio one and do them immediately.

SWOT analysis

This is a classic tool of structuring strategic thinking. You look at Strengths, Weaknesses, Opportunities and Threats of an organization and from that extract a strategy. I will not go into much details as this is well-known and there is so much literature out there.

You can use SWOT with your team or organization as a checkpoint in strategic development to update your self-understanding and identify blindspots and future action items.

Goals: SMART, PURE, CLEAR

Goals are an essential leadership tool (and of course also a self-improvement tool). However, we tend to formulate goals too fuzzy to be effective. Here are three sets of assessment criteria for effective goals.

SMART

  • Specific: If you agree on a goal, leave no room for interpretation
  • Measurable: Find meaningful ways to measure your success
  • Attainable: If it can not be achieved, what good is this goal? Also often called "Agreed" at this point but we have that below at CLEAR
  • Realistic: Even if it is attainable, it can still be an unrealistically high goal within an unrealistic timeframe
  • Time-phased: Set clear timelines for a goal to be achieved, otherwise it will be postponed indefinitely

PURE

  • Positively formulated: A positive formulation increases motivation to reach it. Use "I will reduce bugs by 50% instead of "My code will be less buggy"
  • Understood: Make sure the goal is clear to everyone involved.
  • Relevant: If your goal does not connect to what you want to achieve, it is not relevant. Often seen in politics.
  • Ethical: Of course this is to a certain degree subjective, but make sure that a goal is based on shared values and does not conflict with someone's values.

CLEAR

  • Challenging: If it is too easy to reach, it is not a motivating goal (but also see realistic and attainable above)
  • Legal: Well....yes
  • Environmentally sound: Does it make sense in the context of our working environment? Am I actually able to achieve it in our work environment? Also consider the actual environment in your company goals...
  • Agreed: All stakeholders of a goal must agree to it (not only the ones tasked with achieving it.)
  • Recorded: Write it down so that in future, you have something to reference. Make sure that all stakeholders have access to a copy of it.

For some more explanation look here

Understanding myself

The Dunning-Krueger effect

This is not really a tool but it is worthwhile knowing about. This effect describes a cognitive bias where people with lower ability in a certain field overestimate their performance or ability. In practice, you can see that whenever someone starts learning about a topic and very soon thinks he/she is already an expert and speaks very confidently about the topic and might already also convince you of their expertise.

In a leadership role, this can often happen to you in job interviews where you have to judge the skill level of someone. So be aware that in some cases you have to doubt a confident person a bit and ask deeper to uncover true expertise in a topic. Be aware that this person is not trying to trick you but it is a misconception of their own skills. This also does not mean that this person is a no-hire. You just need to be aware that some additional personal and skill development will be required.

Be aware that Dunning-Krueger also affects you (also in learning leadership). Honest self-reflection and getting feedback from others helps a lot here.

Understanding others

Methods in here are used to gather insights to a team or group of people and their interworking. This includes finding friction or pain points,

The team canvas

coming soon

Sailboat / Speedboat and friends

This one has many other names. Essentially, this data collection method is used to identify aspects of your (team) work, that help or others that hinder you or your team in their daily work.
I use this as an essential part of retrospectives, it is easy to remember and moderate and yields very good results also in teams where you are just starting to establish a feedback culture.
The metaphor used here is that we are a boat and our goal is to go as fast as possible. Thus we make use of winds that speed us up but we also have to deal with the anchors that slow us down.

How to
On a flipchart (or other shared space), draw a water surface (e.g., some blue waves) in the middle and a boat on it.
Instruct your team to add two types of post-its (the more the better): anchor post-its below the water symbolize things that make you slower. Wind post-its above the water line symbolize things that make you faster.\

You can give the team 5-10 minutes to add items. After that, you should go through them and discuss them if necessary.
After speedboat, you have a nice dataset that you can then (with other methods) prioritize to then deduct action items.

As an extension, you can also have multiple levels of wind or anchor (strongest wind at the top, mid-wind near the water, small anchors right below the water line and heavy anchors at the bottom). This results in a first hint in the prioritization.

See also
Coresponding retromat entry

Belbin team roles

Each team has its own dynamics that also change with every new member in the team. Everyone of us naturally takes a specific role in the team in terms of behavior and functions. Meredith Belbin has invested several decades into researching the optimal combination of characters to form a perfect, high-performing team.
Let's go into more detail here

The team thermometer / barometer

This is a very simple technique to quickly get a feeling for the team mood.
On a flipchart, draw a temperature scale from cold (everything is cool) to hot (I am mad) and ask each participant to mark their temperature level. From the accumulations of marks, you can quickly judge how it is going.

There is a similar technique with a barometer (from flying low to flying high) or with a weather report (draw a sun or clouds or rain or thunderstorm).

For in-person meetings, I prefer to use "Take a stand" where participants do not draw, but you use the whole room as scale and people have to stand up and go to the corresponding spot in the room. This works as a nice energizer e.g., to start a retrospective or to get people moving in a lame meeting.

Variation: The role barometer You can use the same method to make a quick check-in on how the team sees a certain person performing a role. E.g., make a quick team lead barometer to see if they are happy with your team lead function. This can be done regularily within retrospectives. If there are clusters on the mid-low end, you should employ a dedicated feedback method to find out where you can improve.

see also:
Retromat entry for "Temperature gauge"
Retromat entry for "Take a stand"
Retromat entry for "Weather report"

Improving others

This contains more action- and team-focused activities. However, there are also some general feedback techniques collected.

Daily stand-ups

Daily stand-ups are very short meetings that drastically improve the (lateral) information flow in your team. In addition, they are very efficient.

The "classic" agile stand-up is 15 minutes long and - as the name suggests - you do it while standing. This helps to keep the meeting short and get the energy flowing. Typically, this is done in the morning but you can schedule it to the liking of your team. In the round of all participants, everyone reports what they have been working on yesterday, what they plan for today and what current problems are. This way, you disseminate that info and you talk about problems that potentially someone else already has faced and knows a solution.

For an improved stand-up format see the "Walk-the-board" method in the Media section.

Some hints:\

  • stand-ups need to be short - no prologued discussions, just identify what needs a follow-up meeting\
  • stand-ups can not only be used within a fixed team - in the coordination of anything, regular stand-ups improve information flow and help to resolve dependencies and conflict.
  • make sure stand-ups are moderated, someone needs to keep track of time and prevent the team from getting off-track in discussions. This can be a fixed assignment or a rotating role
  • try cross-team stand-ups to improve information flow between teams

Making decisions in a team

Check here for thoughts on how to facilitate decisions, make sure they are implemented and how to deal with resistance.

Career development and setting personal goals

Check here.

De Bono Hats

coming soon

Build your own role (team lead, product owner, boss, leader, ...)

coming soon

Show more of, show less of, keep doing

coming soon

Situation-dependent leadership

This is another quadrant plot. In this case, this tells you what type of lead you need to be for a certain colleague and a certain task. This is a handy tool since it does not align a leadership style according to the leader but according to the staff.
You want to look at the dimensions of skill (of your colleague wrt. the task at hand) and her/his dedication (may be very enthusiastic or less so, also dependent on the individual drive of that person). It is important to not over-instruct well-skilled and motivated persons while some others need more support or encouragement.

If the skill as well as the dedication for the task are low (bottom left), you should give more detailed instructions and directions. You may also consider assigning the task to someone else.

If the skill is low but the dedication is high (top left), this colleague may be able to learn faster and will require you to support and coach.

If the skill is high but the dedication is low (bottom right), you need to show more participation in the task, make clear that the person is responsible and give impulses to incentivize.

In the lucky situation that you have a very skilled person who burns for the task, then fully delegate and give them responsibility and also reward for it.

Tool resources

Retromat and funretrospectives are valuable collections of retrospective tools and how to use/moderate them. It can also auto-generate retrospective schedules but it is suggested to customize that to your retro's topic. The methods presented there are also very valuable outside of just retrospectives. Also if you are not designing retrospectives, it is very good to know those methods.

Open practice library: The Open Practice Library is an open source, community-driven inspired library of best practices and tools. It helps individuals, teams and entire businesses figure out the optimal ways to get to the best outcome. (Cited from their website, this describes it best.) Invaluable pool of resources to various topics that you will come across on your leadership journey, team work and business development. Most of it is licensed under creative commons and they are also open for contributions.

Literature

In the following section, book cites are provided with links to detailed descriptions.
For the books in German language, I try to provide corresponding English literature and also hint to English references and explain some conclusions in more detail.

Leadership softskills

(German) Jenewein, Wolfgang. Warum unsere Chefs plötzlich so nett zu uns sind. Ecowin (2018).

Coming soon

This book teaches some important basics of leadership and is a great read if you are just starting or want to refresh. Contents are illustrated using Bruce Springsteen's work in leading the E-Street Band and the corporation behind it.

Coming soon

Owen, Jo. Myths of leadership: Banish the misconceptions and become a great leader. Kogan Page Publishers, 2017.

Coming soon

Books on leadership tools

The books listed here give you handy tools for your day-to-day leadership work. Mainly, those are tools for moderating (e.g., a retrospective or meeting) as well as decision facilitations for you and your team. I try to collect many of the tools also in the Methods and tools sections above individually. However, reading the books in addition is a good idea.

Krogerus & Tschäpeller - The decision book

These books (essentially the one book but in two editions and languages), contain a concise collection of very valuable tools. They are shortly explained, just enough for you to get a feeling how it works and look for more info in specialized literature (i.e., googling how to apply it :) ). Thus, I recommend this as a handy field guide for almost every situation.

(German) Krogerus, Mikael, and Roman Tschäppeler. 50 Erfolgsmodelle. Kein & Aber (2015).
(English) Krogerus, Mikael, and Roman Tschäppeler. The Decision Book: Fifty models for strategic thinking (New Edition). Profile Books (2017). Google Books Link
(German) Krogerus, Mikael, and Roman Tschäppeler. Entscheiden. Kein & Aber (2021).

Leopold, Klaus, and Siegfried Kaltenecker. Kanban change leadership: Creating a culture of continuous improvement. John Wiley & Sons, 2015.

This book will teach you the essential mindset and practices of Kanban. It is not only useful for practicing Kanban but also to extend your agile mindset.

Also available in German: Leopold, Klaus, and Siegfried Kaltenecker. Kanban in der IT: Eine Kultur der kontinuierlichen Verbesserung schaffen. Carl Hanser Verlag GmbH Co KG, 2018.

Leopold, Klaus. Practical Kanban: From Team Focus to Creating Value. LEANability, 2017.

This book gives more practical insights into practicing Kanban. It also talks about Kanban on different flight levels (above the team level) which - also aside from Kanban - is an important aspect of building succeeding agile organizations. The flight level we usually work on is the team level. Above that, there is the team coordination flight level which structures and manages the interactions between teams. On the top, there is the portfolio flight level where products and projects are managed and agilized.

Also available in German: Leopold, Klaus. Kanban in der Praxis: vom Teamfokus zur Wertschöpfung. Carl Hanser Verlag GmbH Co KG, 2016.

Leopold, Klaus. Rethinking Agile: Why Agile Teams Have Nothing to Do with Business Agility. LEANability GmbH, 2018.

This book is a highly recommended read for extending your agile mindset beyond just thinking in teams. It is the culminations of Klaus Leopold's experiences as consultant in various organization. The clear recommendation is to i) develop a holistic agile view for your organization and ii) not start an agile transition at the team level but as high as possible within your organization. Keep in mind that a successful organization is not the sum of its parts but the product of their interaction. Thus it is much more important to take care of team interactions first or even the portfolio management and then make the teams more agile.

Also available in German: Leopold, Klaus. Agilität neu denken: warum agile Teams nichts mit Business-Agilität zu tun haben. LEANability GmbH, 2018.

The culture which we come from strongly influences how we act within a team. Especially if you are working with a cross-culture team, this book will give you very important tools to improve communication and generate value.

This book will give you many valuable tools to improve your team and create value in group moderation, meetings and retrospectives.

On the details page, I also list English literature from the book's references to give also non-German speakers an insight. This book does not directly contain leadership tools. However, it shows some of the psychological tricks used in manipulation of people. If you are aware of those, you can prevent being manipulated and also protect your team from it. Still trying to find an adequate English book about then topic.

Lipmanowicz, Henri, and Keith McCandless. The surprising power of liberating structures: Simple rules to unleash a culture of innovation. Seattle, WA: Liberating Structures Press, 2013.

Some worthwile perspectives for (not only) leaders in (not only) technology

Putting a critical view on the own doing is a core ability for evolving in any kind of position. Especially in technology, we tend to be easily distracted by the next shiny thing and often fail to reflect on potential downsides. Here is some literature that helps us expand our view and look beyond tech fanciness.

Joseph Weizenbaum developed the Eliza chat system. In course of its evaluation, he made some shocking discoveries on how people thought, this software could be used. From those experiences, he grew to become a very famous technology critic pledging for more impact assessments of technology.

Media

Luke Hohmann on innovation games. See the associated book above. He talks about some of the games and a great story how this works even at the scale of a whole city.

Klaus Leopold and business agility

Klaus Leopold has started out in the Kanban area. Over the years he moved to a meta-view of agile methods working mainly in the field of flight levels. This way of thinking enables a more strategic, organization-optimization view on things.

Ship building is a very nice activity for your team or other group of people to visualize and experience how flow of work in a system can change with the rules in the system. Klaus Leopold has moderated this session, it also gives enough background for you to try it out with your team. You will learn that work-in-progress limits and other simple rules greatly improve your value delivery.

Flight levels shows a case study on why agility is much more needed above the team level than in the teams itself. No matter how agile you make your teams, they need coordination and dependency management and the whole portfolio and project organization also needs to work agile in order to achieve true business agility.

Leadership by Simon Sinek

Simon Sinek's video version of the "Leaders eat last" book mentioned above. Very detailed and watch-worthy.

Here is a video version of the "Infinity game", a follow-up work of his.

Improving daily stand-up meetings

If you are already doing stand-up meetings: great! Did you know that you can even improve that using the walk-the-board method (also works if you don't have a board)? Have a look here:

Daily stand-up: You're doing it wrong

Agile stand-up - How to walk the Board

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