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Case Study: Bank of Montreal - In-House Agile Training


Bank of Montreal's Practice Standards Support Group -- the owners of the project management and technical delivery methods -- had been trying to establish a beachhead of agile usage within the bank for a few years. They had prepared some agile guidance materials and had a couple of agile projects within the bank that they were monitoring for lessons learned; however, with no definitive agile process standards within the bank and no standardized agile training, there was no guarantee that the lessons learned from any of the pilots would be applicable to other projects. The bank needed some standard agile training and a common glossary of agile terms so that everyone would get the same meaning from them.


BMO engaged GenXus to provide an agile training course to its project managers and other interested parties. The training was based upon an existing 3-day GenXus course used with many other clients. The first course delivery in August 2011 was so successful that BMO added another 3-day session, four 1-day agile bootcamps for team members and an agile bootcamp for senior managers and executives. Standardized training meant that team members could now engage in meaningful conversations about best practices and understand each others' terminology use. Relevant PSSG team members at BMO attended the training and used their newfound understanding of how to make agile work inside of a large, governed, complex organization to further define and improve the bank's agile methodology guidelines.

Client Feedback

"The 3-day training was greatly-appreciated, well-received and full-of-value."
— Dave C. Cook, Agile Transition Lead (PSSG), Bank of Montreal and VP, Harris Bank

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