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Sociocracy 3.0 - Patterns for Self-organizing Teams

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Slides from tools4agileTeams conference 2015 in Wiesbaden

Published in: Leadership & Management

Sociocracy 3.0 - Patterns for Self-organizing Teams

  1. 1. Sociocracy(3.0 Pa#erns(for Self%organizing-Teams Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 1
  2. 2. Who$has$heard$of... Sociocracy Dynamic(Governance(/(Circle(Forward Holacracy Teal%Organiza,ons Responsive)Organiza/ons Intrinsify New$Work Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 2
  3. 3. Sociocracy(3.0: a"framework of#pa&erns for$collabora)onSociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 3
  4. 4. Agile&redefined: Sustainably!crea&ng a"valuable"product with%happy%people. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 4
  5. 5. A"Bit"of"History Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 5
  6. 6. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 6
  7. 7. Design'Goals Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 7
  8. 8. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 8
  9. 9. In#a#Team#People# Come#Together#to# Collaborate Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 9
  10. 10. Shared'Values' Define'Culture'and' Guide'Ac5ons Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 10
  11. 11. Values'enable'effec,ve'collabora,on • reduce'misunderstanding • align'decision'making'and'ac0on • a-ract/like1minded/members,/partners/and/customers • values'should'be'subject'to'regular/reviews • values'change,'and'we'can'choose'to'adopt'values Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 11
  12. 12. Sociocracy(3.0's( Principles ...are%also%values Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 12
  13. 13. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 13
  14. 14. Pa#erns(for(Collabora.on • pa$ern:)template)for)successfully)naviga6ng)a)specific)challenge • principles)facilitate)adapta6on)of)pa$erns)to)your)context • sources:) • sociocracy • agile)methods • lean)produc6on • new)pa$erns)will)be)discovered)➤)also)by)you! Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 14
  15. 15. Circles(and(Consent Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 15
  16. 16. Circle group&of&peers self%organized temporary)or)permanent makes&decisions&by&consent in#person#or#by#delega/on Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 16
  17. 17. Circles(Make(Be-er(Decisions(Than(Individuals • more&knowledge • more&engagement • more&crea0vity • more&commitment Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 17
  18. 18. Self%Organiza-on Ability'of'an'open'system'to spontaneously+and+purposefully coordinate*its*elements under&appropriate&condi-ons Without!the!Help!of!an!External.Agency. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 18
  19. 19. Self%Organiza-on strategy(|(product(|(plans(|(contracts role%assignment%|%compensa0on%|%dividend organiza(onal*structure*|*work*process*|*values Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 19
  20. 20. Consent the$absence$of$objec-ons everyone'can'"live&with&it" good$enough$for$now safe%enough%to%try Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 20
  21. 21. Maintain&Equivalence: Avoid&Discussion Facilitate(Rounds 1. Pick'a'random'person'to'start 2. Everyone'speaks'in'turn Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 21
  22. 22. Evolving(Decisions Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 22
  23. 23. We#can#already#evolve#Products, Business'Models'and'Work'Processes. Can$We$Con(nuously$Evolve Everything? Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 23
  24. 24. Let's&Make Every&Single Decision an#Experiment Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 24
  25. 25. 1.#Iden(fy#Mo(ve Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 25
  26. 26. The$Driver • shared(mo+va+on(for(ac+on((the("why") • situa+on(➤(needs • focus(on(the(present,(not(future(or( assump+ons • replaces(goals,(aims,(mission,(vision,( purpose • easy(to(review( Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 26
  27. 27. 2.#Design#the#Experiment Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 27
  28. 28. Proposal(Forming • collect'considera.ons'and'ideas'in' larger'circle • create'proposal(s)'in'small'group Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 28
  29. 29. 3.#Commit#to#Run#the#Experiment Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 29
  30. 30. 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" Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 30
  31. 31. Validate(Objec-ons • Does&the&objec,on&relate&to&this%specific%agreement? • Does&this&objec,on&reveal&how&an&agreement... • ...has&risks%or%nega1ve%side4effects? • ...is&in&conflict&with&our&shared%values? • ...nega,vely&affects&someone's%ability%to%contribute? • ...can&be&improved&significantly? Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 31
  32. 32. Resolving*Objec/ons • ask%proposal%owner • ask%member%with%objec4on%to%amend%proposal • facilitator%amends%proposal • "How%would%you%solve%this"%–%round • Brief%Dialogue%–%2%or%3%people • refer%to%proposal%forming • drop%the%proposal • ReCwork%–%delegate%back%to%another%circle • Form%a%temporary%circle%to%review,%research,%revise Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 32
  33. 33. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 33
  34. 34. 4.#Review#and#Evolve Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 34
  35. 35. Governance)Mee+ng • circle'mee)ng'at'regular'intervals'(234' wks) • tensions'may'trigger'early'review'of' policy Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 35
  36. 36. People&and&Roles Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 36
  37. 37. Role%Defini*on%and%Improvement Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 37
  38. 38. Common%Roles • facilitator • logbook-keeper • mee1ng-manager Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 38
  39. 39. Elec%on(by(Consent Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 39
  40. 40. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 40
  41. 41. Performance*Improvement*Process Con$nuous'improvement'of'the'effec$veness'of'people' in'roles Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 41
  42. 42. Effec%veness) Review Get$help$from$your$ peers$to$improve$your$ performance. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 42
  43. 43. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 43
  44. 44. Structure Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 44
  45. 45. Organiza(onal+Structure • support(effec,ve(collabora,on(and(self4organiza,on • delegate(decision(making(power • built(from(circles • con,nuously(evolves Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 45
  46. 46. Representa)ves a.k.a$Links... ...stand'for'the'interests' of'one'circle'in'another' circle Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 46
  47. 47. Double'Linking Facilitate(two+way(flow( of(informa2on(and( influence Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 47
  48. 48. Nested&Circle A"pa%ern"for"expanding" func1ons Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 48
  49. 49. Delegate'Circle A"pa%ern"for" coordina.on Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 49
  50. 50. Service'Circle A"pa%ern"for" outsourcing"shared" services Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 50
  51. 51. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 51
  52. 52. Transi'on Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 52
  53. 53. How$Do$We$Get$There? • revolu(ons+create+resistance • revolu(ons+break+teams+(+➤+Scrum)+and+organiza(ons+(+➤+ Zappos) • don't+break+what's+already+working • meet+everyone+where+they+are+ Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 53
  54. 54. Create&a&Pull*System for$Organiza+onal$Change • begin'with'consent • make'it'an'experiment • trigger'con4nuous'improvement • let'them'pull'in'pa8erns' • then'expand'the'scope'of'the'experiment Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 54
  55. 55. Some%Considera-ons • elect&a&facilitator&and&a&mee/ng&manager • keep&a&simple&logbook&(Google&Docs,&Evernote,&Wiki,&Trello) • agree&early&on&ways&to&join&and&leave&a&circle • salary:&focus&on&an&agreement&about&fairness,&not&money Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 55
  56. 56. Context'Is'King Pa#erns(Are(Just(Ideas Remix&and&Adapt&as&You&Like But$Do$It$Together And$Evaluate$the$Outcome Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 56
  57. 57. Now$what? Main%website:%h-p://sociocracy30.org (more%resources%and%a%low=traffic%newsle-er). Follow%us%on%twi+er:%@sociocracy30 Join%the%movement%and%translate%Sociocracy%3.0%into%your%language% h8p://bit.ly/translate=s3 A"community"pla.orm's"in"planning,"subscribe"to"the"newsle8er"to" be"no9fied"about"the"launch. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 57
  58. 58. 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/. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 58
  59. 59. 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 Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 59

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