Certified Agile Leader (CAL 1) 2017-03-22T12:35:36+00:00

Certified Agile Leader (CAL 1)

Scrum Alliance

This Workshop meets the awareness & discovery credential certified by the Scrum Alliance for Agile Leadership.

Why Agile Leadership?

The rise in complexity, uncertainty and rapid change have triggered a change in the landscape of work. Leaders expecting to leverage their past patterns of success will fall short both in terms of fully capitalizing on their people and in terms of underperforming in the marketplace.

Agile Scaling Models are prevalent, but none of them adequately address the crucial role of the leader in modeling agile values and aligning the organization to engage and empower teams to delivery value and delight customers.

Leadership Agility is the the ability to recognize your leadership patterns and biases, step out of your routing ways of thinking and responding, role model agile values and grow others and the organization.

Focus of Learning

Participants will be taken through a comprehensive view of Agile Leadership – first from the leader’s personal perspective in how agility impacts their thinking and behavior, then from an organizational perspective in how they can effectively align, guide and scale their organization’s agility.

The Agile Leadership Compass will provide guidance for participants both during the workshop and as an aid in their practice following the workshop. See the full list of Learning Objectives of the Agile Leadership Workshop.

Agile Leadership Compass


Explore the historical context of human development and leadership as well as the current economics driving the need for agility. Introduce the Leadership Agility Maturity Model to increase self-awareness and discover more agile thinking, decisions and behaviors.

Discover the mindset and behaviors of expert, achiever and catalyst leaders and how those impact organizational effectiveness. Practice a 5-step catalyst approach to positively impact every aspect of our work (and personal) life.


  • Economic and market factors that have led to the rise of Agile approaches.
  • Complexity and uncertainty of work and how that drives the need for an agile approach.
  • Historical management trends and their fit with the business environments of their time.
  • Increasing employee engagement and focus on customers to improve satisfaction and outcomes.


  • Leadership self-awareness & mindset required to effectively lead in an agile context.
  • Neuroscience-based leadership aligned with agile thinking and improving leadership effectiveness.
  • Seeking and incorporating feedback that improves the leader’s ability to adapt their own behavior.
  • Catalyst coaching to integrate alternative perspectives, engage others, and improve outcomes.


Re-focus the leader towards the organization and its effectiveness of delivery customer value. Explore organizational culture, structures and processes to foster value delivery and agility. Understand a leaders’ focus and influence on the health and culture of an organization and its impact on their long-term performance.

Evaluate case studies of real organizations of different organizational cultures applying agile structures and patterns to drive effective and sustaining change with positive results. Reflect and share leader’s organizational cultures and structures in comparison to these case studies. Practice a 5-step organizational change model to guide healthy, engaged and sustained change needed in our organizations.


  • Organizational challenges faced when undertaking Agile more broadly beyond a single team.
  • Increasing safety, trust and collaboration between and across teams to improve outcomes.
  • Organizational cultures, structures and governance and how they impede or enhance agility.
  • Case studies of organizations that effectively use Agile to be agile and improve their outcomes.


  • Organizations as complex adaptive systems where uncertainty reigns and change is always present.
  • Organizational metrics aligned to, and impeding, agile thinking and how they impact outcomes.
  • Identifying & reducing bottlenecks, impediments, and friction in an organization to improve results.
  • Leading change in an adaptive, engaged, and healthy way to foster a growth mindset culture.

Workshop Participation

The workshop is designed for mixing experienced leaders and experienced coaches in a way that draws upon each strength and caters to each of their needs for growth. By combining both in a single workshop, participants engage with each other to learn the strengths of the others – growing both leaders and coaches.

Workshop Experience

As described by participants of this workshop…

“This wasn’t training, it was an experience. We were never taught at, we were engaged in a learning experience in which we both participated and contributed. I have never been so engaged for two and a half days.”

Participant Profile

Agile leadership is required across a diversity of business contexts including new product design and development, service development and delivery, business development, IT operations and security, team-oriented service and support, multi-faceted marketing and communications, and more.

Agile leadership is needed at all levels within the organization from the executive suite to the front-line managers. Whether leading projects, programs, initiatives, people, teams, departments, divisions or businesses, agile leadership can improve the leader’s ability and more effectively draw upon every employee.

Agile Leaders…

  • Communicate a clear vision, align employees to that vision, and allow for adaptation in execution toward that vision – recognizing that most discovery and learning occur during execution
  • Employ a growth-mindset enabling them to value diversity, be open to other ideas, seek feedback, and improve their own capabilities – rather than relying on what has worked for them in the past.
  • Are self-aware of their own biases and triggers to remain in a constructive and creative mindset fostering a healthy, collaborative, trust-oriented, and productive organizational culture.
  • Improve decision making, team collaboration and business results when operating in highly complex, uncertain, inter-dependent and rapidly changing environments by integrating the value stream.
  • Engage employees without over-influencing or micromanaging them through inquiring before advising, active listening to align their thinking, and exploring alternatives to foster creative possibilities.
  • Increase employee satisfaction, engagement and creativity through empowerment and other catalyst behaviors – reducing employee turnover and developing employee ownership, collaboration and productivity.
  • Diversify risk through identifying and testing assumptions, experimenting with new approaches, collaborating with customers, delivering incremental value, and seeking feedback earlier and more often.
  • Foster organizational adaptivity enabling them to more effectively break down traditional silos, collaborate to solve difficult problems and better align toward corporate goals and customer needs.
  • Improve outcomes through balancing short-term business results with long-term organizational health to enable early and frequent value delivery combined with sustained growth.
  • Catalyze change, experiment with new ideas, and a foster a growth-mindset within their organizations to adapt to the changing economy, technology and the market.

Register Now!

Tue, May 9 – Wed, May 10, 2017

Upcoming Events

Leading SAFe 4.0 – Certified SAFe Agilist (SA) @ Parkwood Conference Center
Jul 20 @ 8:00 am – Jul 21 @ 5:00 pm

This two-day course teaches the Lean|Agile principles and practices of the Scaled Agile Framework (SAFe®). You’ll learn how to execute and release value through Agile Release Trains, how to build an Agile Portfolio, and how to lead a Lean/Agile transformation at enterprise scale. You will gain an understanding of the Lean|Agile mindset and how to apply the principles and practices of SAFe to support Agile teams, programs, program portfolio management, and to coordinate large Value Streams.

After this course, you will understand how to:

• Apply SAFe to scale Lean and Agile development in your enterprise
• Support the execution of Agile Release Trains
• Coordinate large Value Streams
• Manage a Lean-Agile Portfolio
• Align the organization to a common process model
• Configure the Framework for your context
• Unlock the intrinsic motivation of knowledge workers
• Support a Lean-Agile transformation in your enterprise

Attending the class prepares you to take the exam and become a certified SAFe Agilist (SA). The SAFe Agilist certification program is for executives, managers and Agile change agents responsible for leading a Lean-Agile change initiative in a large software enterprise. It validates their knowledge in applying the Scaled Agile Framework, lean thinking, and product development flow principles in an enterprise context so they can lead the adoption of the Scaled Agile Framework.

Certified ScrumMaster (CSM) & PMI-ACP – Fort Wayne @ Greater Fort Wayne, Inc.
Jul 31 @ 8:00 am – Aug 2 @ 5:00 pm

PMI-NEIC and Project Brilliant have partnered to provide this is a unique opportunity to prepare attendees for two Agile certifications in 3-days with Indiana’s most experienced Agile coach & trainer!

Discounts available for PMI-NEIC and AgileFW members!

Certified ScrumMaster® (CSM) PMI Agile Certified Practitioner (PMI-ACP)®

CSM – Join more than 300,000 people who have earned their Certified ScrumMaster credential.  Job postings for Scrum Masters are among the top 10 job titles posted online as of 2016.  At the end of day 2, participants will take the CSM certification exam, for which Project Brilliant training attendees have a 100% pass rate.

PMI-ACP – Optionally add-on a 3rd day to meet the required 21 contact hours of Agile training and gain the knowledge necessary to prepare for and pass the PMI’s fastest growing certification. Once the 3rd day is complete, you will be fully prepared for the PMI-ACP exam.  *Note the PMI-ACP exam is separate from this training and has additional requirements. See the PMI-ACP website for full details (https://www.pmi.org/certifications/types/agile-acp).

Learn more about your certifications:

Certified ScrumMaster® (CSM)https://www.scrumalliance.org/certifications/practitioners/certified-scrummaster-csm

PMI Agile Certified Practitioner (PMI-ACP)®:  https://www.pmi.org/certifications/types/agile-acp



Day 1 (CSM)

  • Agile overview
  • Scrum overview
  • Scrum workflow
  • Scrum roles
  • User stories & acceptance criteria
  • Agile estimation

Day 2 (CSM)

  • Product Backlog Refinement
  • Sprint Planning
  • Daily Scrum
  • Sprint Review
  • Sprint Retrospective
  • Release Planning
  • CSM test

Day 3 (PMI-ACP prep – optional add-on)

  • Kanban
  • Lean
  • Extreme Programming (XP)
  • Agile technical practices

Workshop Facilitator

Aaron Kopel 


Aaron is the founder and CEO of Project Brilliant, LLC, a Management Consulting firm specializing in Agile Transformation, and is the only Agile consulting firm based in central Indiana. He is the only person in Indiana who holds both top-level Scrum Alliance certifications: CST (Certified Scrum Trainer) and CEC (Certfied Entprise Coach).

Aaron has led or participated in several major Agile Transformation initiatives with companies ranging from early stage startups to Fortune 100 firms. He and his coaching teams have established more than 1,000 Agile delivery teams, trained more than 10,000 individuals, coached more than 500 managers, developed and mentored more than 120 internal Agile Coaches, and have been the trusted Agile consultant and advisor to more than 50 Senior Leaders and Executives in major companies.  His clients include Capital One, Bloomberg, Lincoln Financial, Eli Lilly, Roche, Sallie Mae, CNO (fmr Conseco), Wolters Kluwer, SMC Corp, and many more.

Prior to Project Brilliant, Aaron founded two Tech Startup companies. Between them raised more than $2M in startup funding and nearly $1M in grants from the National Science Foundation and the State of Indiana.  Aaron brings a small company Lean and Agile mindset to his work as an Agile Coach to help them rethink their business in terms of value and customer focus.  This has also led him to introduce Enterprise Lean Startup in several client engagements with great success.

Aaron is the founder of the Agile Fort Wayne meetup group, organizer of the AgileIndy meetup group (1,100+ users strong!), as well as a board member, and has been the conference chair, keynote speaker, and session presenter for the AgileIndy Conference.  He is a frequent presenter at regional user groups and conferences, and an inaugural participant in the Agile for Human’s Podcast series.

He holds a BA from Wartburg College (Waverly, IA) with a double major in Business Administration and Computer Information Systems, and a MBA from the Kelley School of Business at Indiana University.  He also holds industry certifications such as CSM, CSPO, CSP, SAFe SPC, PMI-ACP, PMP, CLP (Certified LeSS Practitioner).


Certified Scrum Master (CSM) – Indianapolis @ Parkwood (96th & Meridian)
Aug 7 @ 8:00 am – Aug 8 @ 5:00 pm

Certified ScrumMaster® (CSM)

2-day interactive workshop


Our Certified ScrumMaster® (CSM) workshop is a dynamic and engaging two-day immersion into Scrum. We will learn Scrum through experiential hands-on exercises, and your trainers will share practical experiences and proven techniques for successfully implementing Scrum that you can use immediately at your workplace. You will be fully prepared for the CSM certification test, which you will take in-class.

What to Expect

Project Brilliant offers a holistic training experience and immersive learning environment. All supplies, food, and drink are taken care of for you.

  • Light breakfast snack

  • Snacks and drinks (coffee, water, soda) throughout the day

  • Lunch provided

  • Happy hour (complimentary & optional) networking event immediately following class on day 1 to mingle with classmates and alumni from previous classes.

Sample Schedule:

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  • “Perfect blend of theory, practice, and real-world examples.” -Jenny R.

  • “So engaging, best training class I have ever taken!” -Shane W.

  • “Hands down the the most useful Agile training I’ve even had.” -John P.

  • “Everyone in my organization needs to take this class!” – Jamie M.

  • “It felt amazing to pass the test in class. I’m an official CSM!” – Katherine D.


  • Take the CSM test in-class and leave as a Certified ScrumMaster®

  • Learn through doing… absolutely no PowerPoint!

  • Our experiential hands-on approach using brain-based learning techniques allows you to retain more of what you learn.

  • Real-world stories and practical examples from a deeply experienced Scrum Coach & Trainer.

  • Earn 16 Scrum Educational Units (SEUs) and 16 Professional Development Units (PDUs).

  • Increase your personal worth within your company and in the marketplace.

Who should attend?

  • Project Managers / Program Managers

  • IT Professionals (Architects, BAs, DBAs, Developers, Testers, etc.)

  • IT Leadership (Managers, Directors, VP, CIO, CTO)

  • Change agents and influencers

  • Anyone interested in learning about the benefits of Scrum

Take Aways

  • Course workbook packed with tons of bonus content, book recommendations, and learning resources

  • Two-year membership to the Scrum Alliance

  • First steps toward Certified Scrum Professional® (CSP) certification

  • Practical skills and facilitation techniques to use with your team immediately.

  • 16 SEUs (Scrum Alliance) / 16 PDUs (PMI) / 16 CEUs (IIBA)

Topics Covered

  • Agile values & principles

  • Scrum Theory

  • Scrum Roles

  • Scrum Events

  • Scrum Artifacts

  • Definition of Done

  • Facilitation

  • Servant leadership

  • Removing impediments

  • Value of engineering practices

  • Coaching the PO

  • Coaching the Organization


Aaron Kopel, CEC, CST

Aaron found his way into Agile and Scrum on accident while founding two tech startups in the 2000’s. He discovered that his personal philosophy and model for execution were closely aligned to Lean, Agile and Scrum, and began to coach and train others on how to work this way. Ever since, Aaron has been a consultant, coach and trainer helping individuals and large companies focus on customer value, teamwork, and transform to an Agile mindset.

Aaron is the founder and CEO of Project Brilliant, LLC, an Indianapolis, IN based management consulting firm specializing in Agile transformation, coaching, and training. He is one of only 40 people in the world who holds both top-level Scrum Alliance certifications: CST (Certified Scrum Trainer) and CEC (Certified Enterprise Coach). Aaron has led several major Agile transformation initiatives with companies ranging from early stage startups to Fortune 100 firms. He and his coaching teams have established more than 1,000 Agile delivery teams and trained more than 10,000 individuals.

Aaron is the organizer and Chairman of the AgileIndy meetup group (1,100+ users strong!), as well as a board member, and has been the conference chair, keynote speaker, and session presenter for the AgileIndy Conference. He is a frequent presenter at regional user groups and conferences, and an inaugural participant in the Agile for Human’s Podcast series. He holds a BA from Wartburg College (Waverly, IA) with a double major in Business Administration and Computer Information Systems, and a MBA from the Kelley School of Business at Indiana University. He also holds way too many industry certifications such as CST, CEC, CSM, CSPO, CSP, SAFe SPC4, PMI-ACP, PMP, CLP (Certified LeSS Practitioner). Aaron lives with his wife and their two children in Carmel, IN.



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