Disruption & Adaptation27

Core Values and Agility Move SWA Through the Good & Challenging Times

"Core Values and Agility Move SWA Through the Good & Challenging Times" | Emily Beatty & David Hawks

David Hawks

August 13, 2020

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There have been many times in Southwest Airlines history where times were great. However, there are other times Southwest refers to as “existential moments” where the outcomes were not obvious and the company was forever changed because of it. These are the defining moments in a company’s history and have ultimately helped shaped the industry of air travel. From 9/11, selling tickets online in 1995, fuel hedging in the early 1990s, to the very beginning with Herb going to the Texas Supreme Court to begin flying, and creating the Ten Minute Turn in the early 1970s, Southwest has met and overcome various challenges with innovative techniques coming from passionate Employees and fearless Leadership.

Historically at Southwest, the tough times focus around the core values of the organization: Warrior Spirit, Servant Leadership, and a Fun-Luving Attitude. Focused initiatives and dedicated Teams are created to deliver on key projects… Agile-like. Strategies and decisions are focused on revenue in the most fundamental ways. Innovation comes within empowered core Teams. As we move through undoubtedly one of the most unprecedented crisis, how can the practices we learned from the Agile Teams strengthen Southwest's ability to adapt once again?

Learn this and more from Emily Beatty and David Hawks’ fireside style chat.

About Emily Beatty

Photo of Emily Beatty

Strategist @ Southwest Airlines

Emily Beatty has been in the airline industry with Southwest for nearly 10 years. During that time, she’s focused her career around the Customer in both the commercial and operational areas of the business. Throughout that journey, there have been many changes in the industry as well as internal to Southwest that she has witnessed and played a role in. Being a part of those critical functions, she’s seen the industry evolve and adapt in ways that are seemingly unpredictable. Some changes come from external pressures or internal goals, yet both result in the need for innovative thinking and fast moving delivery.

In her current role, she is the strategist of a pilot improving the digital space using agile methods within the booking flow. Her expertise has led her to this opportunity where the Customer is the focus, and she’s able to pull together strategic plans and backlogs around those Customer insights. Prior to this, Emily led an internal Team and managed key relationships with external partners where it was critical to understand both how the product functions from an operational perspective and profitability perspective.

The yearlong pilot recently proved itself as a highly successful program. She now sits on an Agile Leadership Transformation Team to help extend agile within the Marketing Department, to strengthen the relationship between the business and technology. The ultimate goal of the Team is to determine how best to implement Agile in certain focus areas of the business to create a sustainable platform for growth.

Emily brings a unique perspective on what it means to adapt Agile to meet the demands of the business, while listening to your Customers for every step in the journey and determining the next best thing. Her proven track record of developing successful Customer initiatives using strategic visions, Customer data, and high functioning Teams is well established at Southwest. It’s no doubt that 2020 has created unprecedented challenges, and the ability to move quickly and make decisions remains paramount.

About David Hawks

Photo of David Hawks

Founder and Chief Agilist @Agile Velocity

Founder and Chief Agilist of Agile Velocity, David Hawks is a Certified Enterprise Coach and Certified Scrum Trainer who is passionate about helping organizations achieve true agility beyond the basic implementation of Agile practices.

David’s primary focus is to guide leaders through their Agile transformation by helping to create successful transformation strategies and effectively manage organizational change with a focus on achieving real business results.

He received his Bachelor of Business Administration in Management Information Systems degree from the University of Texas at Austin.

When not helping organizations build lasting success, he can be found swimming, running, biking, spending time with his wife and kids, or supporting his Texas Longhorns. David not only bleeds burnt orange but is known for a crazy, 18-hour tailgate experience, arriving at the lot first and leaving last.

Summary Transcript

David Hawk: Hi, I'm David Hawk, CEO of Agile Velocity, where we focus on guiding organizations through agile transformations and are the inventors of the Path to Agility framework. Our team has had the pleasure of working with Southwest Airlines over the last two years, coaching them along their business agility journey.

Today, I have with me Emily Beatty, an Agile Strategist at Southwest Airlines, who has played a key role in their business agility adoption. Emily has been in the airline industry with Southwest for nearly 10 years. In her current role, she improves the digital space using agile methods, particularly within the booking flow, and serves on the Agile Leadership Transformation team, helping extend agility within the marketing department.

David: Welcome, Emily!

Emily Beatty: Thanks for having me!

Southwest’s Resilience in Crisis

David: So, this is going to be great. We all know Southwest has a great reputation and a strong culture, but the company has faced its share of challenges—from 9/11 to the financial crisis and even the early struggles of just getting planes in the air in Texas. Can you share your experiences on how Southwest deals with crises as they emerge?

Emily: It's been remarkable, honestly. Employees feel a deep connection to the airline, and part of that comes from witnessing how we navigate crises. Herb Kelleher had a saying that if you don’t change, you die. That mindset has carried through every challenge we've faced.

Since I joined, we've gone through major changes—acquiring AirTran, launching the Rapid Rewards program, and now dealing with the challenges of today. It's incredible to see how Southwest continues to evolve and thrive through these challenges.

What Makes Southwest’s Crisis Management Unique?

David: What do you think is unique about the way Southwest handles a crisis? How does it compare to how you imagine other companies respond?

Emily: Honestly, it all comes down to leadership. We've had strong leadership from Herb Kelleher to Gary Kelly, and they’ve been incredibly transparent. That transparency rallies employees and gives them a clear focus.

Southwest has clear values—warrior spirit, servant leadership, and a fun-loving attitude. Those values aren’t just words; they guide our actions. We always go back to basics and focus on what truly matters.

Agile Practices vs. Traditional Crisis Response

David: Over the last year, you've been working on an agile team within marketing, embracing quick experiments, fast learning, and rapid adaptation. How does that compare to the traditional task-force approach to crisis management?

Emily: They’re actually very similar! In crisis situations, teams come together with a shared mission and goal. Everyone is aligned, the right people are in the room, and leadership supports decision-making. Decisions are made quickly because they have to be.

Our agile team operates the same way—focused, collaborative, and empowered to make decisions. The difference is that in a crisis, there’s often an unsustainable pace, whereas with agile, we aim to sustain that pace over the long term.

Decision Agility at Southwest

David: One key component of agility is decision agility. Leaders need to provide clear purpose so that teams can respond quickly to the information they’re closest to. If employees lack clarity, they’ll keep asking, “What’s the next task?” rather than making decisions themselves. How does this manifest at Southwest?

Emily: We get insights from all over the company—our insights team is constantly in the market listening to customers. Our job is to connect those insights to leadership’s objectives. When those align, we get both clear direction and room for innovation.

A great example is how our agile team quickly responded to leadership’s requests during the pandemic. We knew what we were aiming for and acted without hesitation. That clarity allowed us to move fast and even contribute to major ad campaigns.

Responsiveness and Empowerment

David: Responding to change means quickly adapting when the rules shift. Empowering employees to test and implement solutions is crucial. Do you think leadership has shifted in how they approach solutions over the past year?

Emily: It depends. Some leaders still jump into solution mode, but in our pilot program, leadership did an amazing job of stepping back and letting us run with ideas. That level of trust was a game-changer. Employees in the trenches had the autonomy to focus on what would make the biggest difference.

Operating in Uncertainty

David: Crises and agile transformations both require operating in uncertainty. You don’t always have a predefined backlog of tasks. How did that play out in your pilot program?

Emily: Our mission was simply to optimize the booking flow. There was no predefined backlog. We had to figure out what mattered most based on ongoing learning and customer feedback. Instead of executing a fixed plan, we continuously iterated to deliver meaningful results.

Customer-Centric Agility

David: One of the key aspects of agility is being closely tied to customer needs. Southwest is known for its customer connection—how does that influence agility?

Emily: This is a passion point for me. Southwest deeply cares about its customers, and that extends to internal customers too. Everyone who works here is likely a customer themselves, so we interview employees as well as external customers to gather insights. That internal-external balance ensures we’re always making decisions that serve our customers best.

Clarity and Stability in Crisis

David: Southwest has two pillars that stand out—clarity of mission and a deep connection to customers. Many organizations panic in a crisis because they lack that clarity. How does having a strong identity help Southwest navigate challenges?

Emily: When you're grounded in clear values and a strong mission, you don’t waste time figuring out who you are when a crisis hits. That means we can focus on taking action, knowing that we’re making the right decisions for our customers. Revenue follows when we stay true to our purpose.

Looking Ahead

David: Any final thoughts on Southwest’s agility journey?

Emily: It’s been wonderful to watch Southwest evolve. We've always been agile at heart, overcoming obstacles and adapting quickly. Now, we're focusing on taking that agility to the next level, improving how we operate and continuously learning. It’s an exciting journey, and I look forward to what’s next.

David: That’s fantastic. Thank you for sharing your insights, Emily. This has been a great conversation!

Emily: Thanks for having me! Looking forward to any questions from the audience.

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