Case study

Agile in the large-scale retail trade

Agile tools and mindset supporting HR, Organization Design, and Initiative Portfolio in large-scale retail.

Agile nella GDO

Our activities had an impact on

0

people

The work was carried out on

0

areas of intervention

Initial context

  • Challenges in integrating new and existing roles within the adoption of agile practices.
  • Project teams and project management roles reaching saturation.
  • Tensions in management due to project start and/or completion timelines.
  • Inconsistencies in support and growth options for employee development.

Client’s needs

  • Redefine role scope and interactions, eliminating ambiguities that caused delays and dissatisfaction.
  • Ensure that areas, teams, and individuals were engaged in the most critical projects in a synergistic way.
  • Monitor project progress effectively.
  • Establish a repeatable framework for developing young talent and agree on common criteria to highlight key behaviors.

How we supported organizational evolution

We worked on various organizational components alongside the people involved and affected by the changes.

The work was carried out across three key areas of intervention: organization, portfolio management, and HR.

agile bricolage organizzazione

Organization & Role Design nei nuovi team

People shared their recent experiences in their roles. In groups, they identified the responsibilities of different roles and listed the tasks for each position, describing both outputs and outcomes. Then, they took turns contributing to their colleagues’ roles by listing mutual expectations and integrating agreed-upon details.

Next, an RSCI matrix (a variation of the RACI model) was created to determine who could realistically take ownership of previously unclear and ambiguous tasks. This activity helped clarify expectations and identify:

  • A single Responsible role for the most critical activities.
  • Supportive and Consulted roles, adding value to the process.
  • Informed roles, who benefit from knowing the progress or outcome.

Output: Clearer leadership expectations, a reality check (and renegotiation) of those expectations, and increased autonomy and ownership for employees.

agile portfolio management

Portfolio delle Iniziative dell’area Digital

Resources from all over Italy collaborated to build the Initiative Portfolio for the year. After an initial project collection phase, the group presented them through short pitches to assign priority criteria based on value and effort, followed by a ranking in four categories:

  • Strategic projects
  • High-risk projects
  • Quick wins (easy projects)
  • Projects to reconsider

Through a collaborative and transparent evaluation, approximately 30 projects were selected from a total of 80 highly diverse initiatives, including:

  • Subscription-based maintenance services
  • Store department refurbishments
  • Modernization of customer Info-points
  • Modifications to parking areas

Output:

  • More concise project documentation (using a canvas format)
  • The ability to compare projects across different areas
  • Shared prioritization criteria
  • Participatory decision-making
agile bricolage HR

HR, People and development

The work involved a dozen people managers from retail stores in a northern Italian region, supported by HR representatives from HQ (selection, development, and rewarding). Together, they reflected on the meaning of success and growth within their respective functions and worked on a customized version of the talent canvas to identify and promote high-potential employees. They discussed the distinctive traits of their team members and exchanged advice on how to leverage their strengths.

On the second day, some of the employees considered for promotion were invited to join the session in person or via video call to hear direct feedback from their people managers. They shared their ambitions and needs to help validate the performance conversation model. At the end of the process, personalized growth decisions were made.

Output:

  • A “radar” tool to support talent selection
  • Guidelines to identify autonomy, proactivity, and ambition
  • A draft mentorship program for people managers
  • Promotion of collaboration and transparency

Project timeline and lifecycle

1

Context's listening

2

Organization/Role Design in new teams (Digital area)

3

Digital area Initiative Portfolio

4

HR, people and development

Organizational and Business Results

Organization/Role Design in New Teams (Digital Area)

  • Clearer leadership expectations
  • Reality check (and renegotiation) of those expectations
  • Increased autonomy and ownership for employees

Digital area Initiative Portfolio

  • More concise project documentation (using a canvas format)
  • Ability to compare projects across different areas
  • Shared prioritization criteria
  • Participatory decision-making

HR, People and development

  • “Radar” tool to support talent selection
  • Guidelines to identify autonomy, proactivity, and ambition
  • Draft mentorship program for people managers
  • Promotion of collaboration and transparency