In “Coaching Agile Team” Lyssa Adkins presents the ShuHaRi metaphor. It’s not a coincidence if more and more books use this metaphor (“Pragmatic thinking and learning” to name only one). It’s a very interesting piece of wisdom. In the martial art (and in agile), ShuHaRi represents the 3 stages from apprentice to master.
Shu is the first stage. The apprentice learns the rules, apply it, and repeat until he really gets the rules. He applies a practice really by the book. Rules are simple things coming from a trusted master or mentor that say this way is working. This avoids the apprentice to get lost into the many ways that could work. He repeats this practice until he really gets the rules.
Ha is the second stage. The apprentice learns why the rules are working. He learns the principles sustaining the rules by trying some variations and experimentations. The principles are things much more complex to express and understand than rules. Unlike the rules, the principles cannot simply be ‘teached’ by the master. They have to be learned by the apprentice, and they have to be learned by practice and personal experience. It is a second stage because it should come only after the apprentice has successful experience with the practice rules. Without such positive experience, any failure with the variations would remove the trust in the practice itself. In the Ha stage, the master/mentor should still guard the apprentice about variations that violates the sustaining principles.
Finally Ri is the master stage. To reach the Ri stage, the apprentice must have practice the rules, he must have experimented consciously in order to really get the principles. In Ri mode you have so well understood the principles that you are able to state your own rules. The Ri stage is not the end however. In Ri stage, you can still learn and practice some new rules coming from other master (who are maybe your former apprentice) in order to discover or rediscover new principles.
I like very much this model because it has a wide range of application. You can follow this approach individually on a specific practice. But you can also apply this model to an entire team to progress together.
Applied with a team, this model help us in the [classical] situation where the team is mostly in Shu stage, but one or two member taken individually are in Ha mode. This situation might be difficult to handle because the person in the Ha stage want and need to experiment, while the rest of the team still need some time to practice the rules. I’m convinced that having this model in mind can help to allow the team and the individual to progress more smoothly.