Mastering Shu Ha Ri in Agile and Scrum: A Path to Excellence

In Brief

Master the basics first (Shu), experiment later (Ha), then innovate freely (Ri) to succeed in Agile.


Agile coaches adapt their support—strict guidance early, mentorship later.


Teams that embrace Shu Ha Ri solve problems faster and inspire company-wide agility.

In Agile and Scrum, learning to become an expert is like following the Japanese concept of Shu Ha Ri. This three-step journey—from following rules to creating your own—helps teams grow stronger in Agile practices. Let’s break down how this approach can help your team work smarter.

What is Shu Ha Ri?
Shu Ha Ri comes from Japanese martial arts and describes three learning stages:

  1. Shu (Follow): New teams stick to Agile basics like daily meetings and sprints.

  2. Ha (Explore): Confident teams tweak rules to fit their needs.

  3. Ri (Create): Expert teams invent new methods while staying true to Agile values.

This process helps teams start strong, experiment safely, and eventually innovate.

Getting Started: The Shu Stage

  • Focus on Basics: New teams should practice daily stand-ups, sprint planning, and reviews. Coaches should explain why these matter.

  • Structured Learning: Use clear guides, training, and tools to build confidence.

  • Check Progress: Teams are ready to advance when they finish tasks consistently and understand Agile terms.

Growing Skills: The Ha Stage

  • Experiment Carefully: Try adjusting sprint lengths or mixing methods like Kanban.

  • Stay Balanced: Keep core practices (like regular feedback) while testing new ideas.

  • Learn from Mistakes: Coaches help teams reflect on what works and what doesn’t.

Mastering Agile: The Ri Stage

  • Innovate Freely: Teams create custom solutions (e.g., new meeting styles) without losing Agile’s core.

  • Lead Themselves: Coaches step back, letting teams solve problems independently.

  • Measure Success: Look for quick adaptability, creative problem-solving, and mentoring others.

Shu Ha Ri in Scrum & Leadership

  • Scrum Teams: Start by following Scrum rules, then adjust rituals, and finally design new workflows.

  • Leaders: Use Management 3.0 principles to grow from strict guidance (Shu) to empowering teams (Ri).

  • Whole Organizations: Teams in different stages create a culture of learning and adaptability.

Frequently Asked Questions

FAQ

What is Shu Ha Ri and how does it connect to Agile?

Shu Ha Ri is a three-step learning path from Japanese martial arts. In Agile, it shows how teams grow from following strict rules (Shu) to adapting methods (Ha) and finally creating their own solutions (Ri). This helps teams build strong foundations before innovating.

Why is the Shu stage important for new Agile teams?

The Shu stage is where teams learn core Agile practices like sprints and stand-ups by following them exactly. This builds a shared understanding of Agile basics, which is key before making changes later.

How is the Ha stage different from Shu in Agile?

In Shu, teams stick to the rules. In Ha, they start tweaking methods (like adjusting sprint lengths) while keeping Agile’s core values. This stage helps teams fit Agile to their unique needs.

What happens when teams reach the Ri stage?

At Ri, teams no longer need strict rules—they’ve mastered Agile principles so well that they solve problems creatively and even invent new practices. This leads to faster, smarter responses to challenges.

How can Agile coaches use Shu Ha Ri effectively?

Coaches should:

  1. Teach basics first (Shu)

  2. Support experiments (Ha)

  3. Encourage innovation (Ri)

This matches coaching to the team’s growth stage.

How does Management 3.0 work with Shu Ha Ri?

Both focus on learning step-by-step. Managers start with clear guidelines (Shu), then adjust their style (Ha), and finally empower teams to lead themselves (Ri).

Can Shu Ha Ri improve how we handle projects?

Yes! It helps managers spot their team’s current stage, set realistic goals, and guide them toward better results. Teams grow skills without feeling overwhelmed.

Are there risks in using Shu Ha Ri?
  1. Getting stuck in Shu: Following rules without understanding why.

  2. Skipping ahead to Ha/Ri too fast: Experimenting before mastering basics.
    Coaches must balance guidance and freedom.

Dai Kaio
Dai Kaio
https://kaioken.io
Marek Murawski is an accomplished SEO expert with over 10 years of experience spanning agencies, in-house roles, and freelancing. He excels in using advanced SEO tools like GSC, Ahrefs, and Semrush, combining strong analytical and communication skills to drive results. Known for his meticulous attention to detail and commitment to meeting KPIs, Marek uniquely integrates SEO with user experience (UX) to enhance visibility, conversions, and revenue.

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