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Evolving Agile Organizations with S3 (OOP 2016)

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Even on the 15th anniversary of the agile manifesto, the clash of cultures between agile teams and traditional management lore remains largely unresolved. Existing approaches are either merely conceptual or rigid and monolithic (e.g. Holacracy). A new way is Sociocracy 3.0, a free and open-source framework for evolving agile organizations. It creates a pull-system for organizational change, and draws on a collection of independent, but mutually reinforcing patterns, so organizations can continuously adapt both pace and scope of a transition.

Published in: Leadership & Management
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Evolving Agile Organizations with S3 (OOP 2016)

  1. 1. Evolving(Agile(Organiza/ons With%Sociocracy%3.0 Bernhard(Bockelbrink(@(OOP(2016 Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 1
  2. 2. Who$has$heard$of... Sociocracy Dynamic(Governance(/(Circle(Forward Holacracy Teal%Organiza,ons Responsive)Organiza/ons Intrinsify New$Work Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 2
  3. 3. Sociocracy(3.0: a"Framework"of"Pa,erns for$Collabora)on in#Agile#Organiza,ons Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 3
  4. 4. Agile&Organiza,on: Sustainably!Crea&ng A"Valuable"Product With%Happy%People. Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 4
  5. 5. A"Bit"of"History: Standing(on(the(Shoulders of#GiantsEvolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 5
  6. 6. Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 6
  7. 7. Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 7
  8. 8. Principles*Behind*Sociocracy*3.0 Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 8
  9. 9. 65#Pa&erns for making'and'evolving'agreements coordina(ng*work*|*effec(ve*mee(ngs building(organiza-ons(|(organiza-onal(structure roles&|&alignment&|&naviga/on bringing&in&S3&pa+erns Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 9
  10. 10. Agenda 1. From'Agile'Islands'To'Agile'Organiza5ons 2. Evolving'Organiza5ons 3. Growing'Structure 4. How'Do'We'Get'There 5. S3'and'the'Rest'of'the'Agile'Family Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 10
  11. 11. 1.#From#Agile#Islands To#Agile#Organiza.ons Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 11
  12. 12. In#an#Organiza*on# People#Come# Together#to# Collaborate Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 12
  13. 13. An#Organiza*on#Is# Simply#a#Body#of# Agreements#About# Collabora*on Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 13
  14. 14. Our$Values$Define$ Culture$and$Guide$ Agreements Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 14
  15. 15. What%Agile%Brings%to% Organiza2ons • a#specific#set#of#values ➤#openness,#transparency,#respect,# focus,#commitment… • strong#emphasis#on#self(organiza/on0 and0close0collabora/on ➤#addressing#complexity#through# complexity • distribu:on#of#power#(e.g.#PO#@#SM#@# dev#team) Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 15
  16. 16. Culture Eats%Strategy For$BreakfastEvolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 16
  17. 17. The$Root$Of$The$Problem: Individual)Disciplinary)Power Inevitably+Leads+To a"Dominance)Hierarchy Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 17
  18. 18. Paradox'of'Management Hierarchies Ar#ficially*Limit*a*System's*Complexity And$Thus$The$Capacity$of$a$System To#Address#Complexity Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 18
  19. 19. Hierarchies)are)built)on Divide&Et&Impera A"Strategy"For For$Maintaining And$Accumula*ng$Power Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 19
  20. 20. Hierarchy)Creates)Flawed)'Agreements' • hierarchy)breeds)compe&&on ➤)op/miza/on)for)individual)gain • hierarchy)rewards)sociopathic-behavior ➤)subop/mal)decision • hierarchy)brings-out-the-worst-in-people ➤)unhappy)people Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 20
  21. 21. The$good$news: Hierarchy)Is)Neither Natural'Nor'Inevitable There's'Other'Ways'of'Crea0ng Order%in%Organiza+ons Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 21
  22. 22. How$Can$We$Create An#Organiza*on Without'Hierarchy? Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 22
  23. 23. Give%Decision%Making%Power to#Those#Affected#by#a#Decision strategy(|(product(|(plans(|(contracts role%assignment%|%compensa0on%|%dividend organiza(onal*structure*|*work*process*|*values*... Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 23
  24. 24. Circle a"(semi()autonomous group&of&peers temporary)or)permanent makes&decisions&by&consent in#person#or#by#delega/on Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 24
  25. 25. Consent the$absence$of$objec-ons everyone'can'"live'with'it" good$enough$for$now safe%enough%to%try Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 25
  26. 26. Objec&ons • a#reason#why#doing#what#is#proposed#is#not#a#good#idea: • driver/value#6#effec9veness#6#shared#values#6#individual# contribu9on • emergent#wisdom# • belongs#to#the#circle • we#love#objec9ons! Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 26
  27. 27. Maintain&Equivalence: Avoid&Discussion Facilitate(Rounds 1. Pick'a'random'person'to'start 2. Everyone'speaks'in'turn Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 27
  28. 28. 2.#Evolving#Organiza/ons Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 28
  29. 29. We#can#already#evolve#Products, Business'Models'and'Work'Processes. Can$We$Con(nuously$Evolve The$Whole$Organiza/on? Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 29
  30. 30. Organiza(ons+=+∑+Agreements Evolving(Organiza-ons(=(Evolving(Agreements Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 30
  31. 31. Let's&Make Every&Single Agreement an#Experiment Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 31
  32. 32. 1.#Iden(fy#Mo(ve The$Driver • shared'understanding"of"our"mo(va(on"for" ac(on"(the""why") • describes"a"specific'situa0on:"condi(ons"and" the"needs"we"associate"with"it • focus"on"the"present,"not"future"or"assump(ons • precedes"goals,"objec(ves,"aims,"mission,"vision," purpose • incrementally'refined,"easy"to"review" Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 32
  33. 33. 2.#Design#the#Experiment Proposal(Forming • collect'considera.ons'and'ideas'in' larger'circle • create'proposal(s)'in'small'group Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 33
  34. 34. 3.#Commit#to#Run#the#Experiment: Consent'Decision'Making • collect'objec*ons'from'everyone' affected • objec*ons'reveal'knowledge • can'you'live%with%it'un*l'the'review? • contract'of'consent:'support' agreements'in'the'absence'of' objec*ons Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 34
  35. 35. 4.#Inspect#and#Adapt • each&agreement&has&a&review&date&and& evalua,on&criteria • we&also&evolve&shared&understanding&of& drivers • we&use&daily&stand5ups,&retrospec8ves,& workshops&and&naviga,on&mee,ngs& and&workshops&to&amplify&learning • tensions&may&trigger&early&review Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 35
  36. 36. Navigate(via(Tension Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 36
  37. 37. 3.#Growing#Structure Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 37
  38. 38. There's'a'Driver For$Everything: Nested&Drivers Cons%tute Nested&Domains Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 38
  39. 39. Deconstruct*Drivers To#Create#Domains#of#(Semi1)Autonomy Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 39
  40. 40. Roles The$Simplest$Form$of$Structure • people&can&wear&many&hats • (S)elec4on&by&consent… • …and&for&a&limited&term • peers&support&development&in&roles Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 40
  41. 41. Role%Defini*on%and%Improvement Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 41
  42. 42. Organiza(onal+Structure • supports(effec,ve(collabora,on • delegates(decision(making(power • built(from(circles • evolves(con,nuously Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 42
  43. 43. Heterarchy: Co#Existence,Of Different(Func,onal Structures a.k.a.$Complex$Adap.ve$System,$or$ Network Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 43
  44. 44. Representa)ves a.k.a$Links... ...stand'for'the'interests' of'one'circle'in'another' circle Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 44
  45. 45. Double'Linking Facilitate(two+way(flow( of(informa2on(and( influence Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 45
  46. 46. Nested&Circle A"pa%ern"for"expanding" func1ons Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 46
  47. 47. Delegate'Circle A"pa%ern"for" coordina.on Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 47
  48. 48. Service'Circle A"pa%ern"for" outsourcing"shared" services Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 48
  49. 49. Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 49
  50. 50. 4.#How#Do#We#Get#There? Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 50
  51. 51. (R)evolu)on • revolu(ons+poten(ally+break+organiza(ons • what+we+want+is+evolu(on • don't+break+what's+already+working • meet+everyone+where+they+are+… • …and+let+them+choose+their+own+pace Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 51
  52. 52. Create&a&Pull*System for$Organiza+onal$Change • all$change$is$voluntary • pa3erns$based$on$invita&on:$ • be$the$change • con7nuous$improvement$of$work$process • Open$S3$Adop7on Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 52
  53. 53. Be#the#Change • be$the$change$you$want$to$create • tell$the$story$how$you$discovered$S3 • invite$others$for$experiments • learn$and$grow$(together) Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 53
  54. 54. CI#of#Work#Process • start&with&consent&in&one&circle,&elect&a&facilitator,&define&values,& and&go • trigger&con6nuous&improvement&(e.g&through&Kanban) • let&them&pull&in&pa>erns& • then&expand&the&scope&of&the&experiment Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 54
  55. 55. Open%S3%Adop+on • install(a(regular(cadence(of(Open(Spaces( • invite(all(members(to(create(and(run(experiments • set(boundaries(for(experiments:(S3(principles • review(experiments(in(the(next(Open(Space • repeat Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 55
  56. 56. Context'Is'King Pa#erns(Are(Just(Ideas Remix&and&Adapt&as&You&Like But$Do$It$Together And$Evaluate$the$Outcome Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 56
  57. 57. More%Considera,ons • shared'values"enable"effec*ve" collabora*on • S3"organiza*on"agree"to"embrace'S3' principles • legal:"bylaws"and"consent • entering'and'leaving"an"organiza*on:" agree"early • compensa8on"and"dividends"are"easier" than"you"think:"focus"on"fairness,"not" money Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 57
  58. 58. 5.#S3#and#the Rest%of%the Agile&FamilyEvolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 58
  59. 59. Ready&to&Plug&Into&S3: ✔!Extreme!Programming ✔!Kanban!(Driver➤Value/Waste,!Consensus!➤!Consent) ✔!The!Lean!Startup!Method ✔!Design!Thinking ✔!OpenSpace!Agile Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 59
  60. 60. Adapta&on)Recommended Some%bits%in%Scrum,%SAFe,%LeSS%etc.%need%a%bit%of%change%! One$Example:$the$Product$Owner • product)decisions)affect)developers)and)stakeholders • roles)are)elected • roles)have)a)limited)term Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 60
  61. 61. Pull$%$Deconstruct$%$Cherry%Pick$%$Evolve • pull"#"consent"prevents"manda0ng"methods/framework" • deconstruct"#"look"at"the"pa8erns"a"framework"contains • cherry.pick"#"iden0fy"pa8erns"helpful"for"your"drivers" • evolve"#"adapt"pa8erns"to"your"needs Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 61
  62. 62. Now$what? S3#website:"h$p://sociocracy30.org Follow%us%on%twi$er:%@sociocracy30 The$S3#handbook:$handbook.sociocracy30.org$(work$in$progress) More%resources%on%my%website:%evolvingcollabora5on.com/s3 I"love"to"get"feedback"on"my"presenta5ons:"bit.ly/s3wsform Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 62
  63. 63. License This%work%by%Bernhard%Bockelbrink%and%James%Priest%is%licensed% under%the%Crea9ve%Commons%A<ribu9on=ShareAlike%4.0% Interna9onal%License.%To%view%a%copy%of%this%license,%visit%h<p:// crea9vecommons.org/licenses/by=sa/4.0/. Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 63
  64. 64. Bernhard(Bockelbrink!is!an!agile!coach,!trainer!and!consultant! suppor2ng!individuals,!teams!and!organiza2ons!in!naviga2ng! complex!challenges!and!developing!a!culture!of!effec2ve,!conscious! and!joyful!collabora2on. evolvingcollabora,on.com/00/bernhard.bockelbrink@gmail.com James&Priest!is!an!interdependent!consultant,!facilitator!and!trainer! specializing!in!holis4c!organiza4onal!development,!distributed! leadership!implementa4on!and!complex!systems!op4miza4on. thriveincollabora-on.com0110james@thriveincollabora-on.com Evolving(Agile(Organiza/ons(with(Sociocracy(3.0(:(©(2015,(2016(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2016:02:04 64

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