The Concept

These five, cyclical steps comprise The Compass for Agility, and empower organizations to most effectively deliver value.



We start by determining the value proposition. What is your goal? What does value mean for you? Why are we doing this?

Shared understanding of both where you are and where you want to be in order to address the key goal or problem



The work identification process captures the reality and the context of a given environment —all the unplanned, ad-hoc work as well as management and other operational activities.

Shared understanding of all your work actions and activities.

This serves as a “reality check” to the vision represented in the Ideation step and enables decisions to be made on actual data, not just planned work.



The goal is understanding how to deconstruct your work to obtain early and frequent value delivery. This starts with ensuring that all incoming work is directed into a single queue so that we can establish service levels and establish definition of done for each service level, both for the overall deliverable as well as incremental deliveries.

Enables discovery of how work comes in as well as the path to “getting to done”. The techniques will help generate answers to the following questions:

  • What does done mean? In other words, do we know what the output and outcome would be?

  • Who makes the decision?

  • Proof of concept or final, polished output?

  • How do we approach our work?

  • How do we make decisions on what to do next?

  • Do we have a plan for how we do things? Standardized work, for example.


In Action / Inaction

Actually delivering work to the customer and therefore getting to done. This step represents the more familiar agile work delivery methods – Kanban, Scrum, Lean – but the common element here is visualization of work that is in progress, the process for getting work to done as well as hopefully work that has been completed.

Establish and tailor processes to get work to done.

The takeaway isn’t that you have to use one of these three approaches to work, but more that you can use them as a template for customization, based on the core value element that is needed – continuous flow, time boxed delivery or process improvement.



Maintaining momentum and making the change from doing Agile to being Agile. This ensures that necessary cultural DNA transformation takes root and becomes self-sustaining.

Validate that what we’re delivering is of value to our customer as well as verify that our process is effective.

As with most of the earlier steps, capture the result of each work validation practice in a visual format that feeds back into the ideation step.