1.
Open Learning Circle 26.6.2017
Otto Scharmer’s Matrix of
Educational Evolution and Theory U

2.
Otto Scharmer’s blog in Huffington Post 25.6.2017: http://www.huffingtonpost.com/entry/40-lab-the-future-of-food-finance-health-ed-
management_us_594fa701e4b0f078efd98267

3.
A Journey from Ego-System to Eco-System Awareness
1.0: The state-centric model, characterized by coordination through hierarchy and
control in a single-sector society.
2.0: The free-market model, characterized by the rise of a second (private) sector
and coordinated through the mechanisms of market and competition.
3.0: The social-market model, characterized by the rise of a third (NGO) sector
and by negotiated coordination among organized interest groups.
4.0: The co-creative eco-system model, characterized by the rise of a fourth
sector that creates platforms and holds the space for cross-sector innovation that
engages stakeholders from all sectors

4.
ULab: Personal, relational, and institutional inversion
● distributed organizing: opening up the classroom to many self-organized hubs
around the world;
● generative dialogue: opening up the conversation from teacher-centric downloading to
student-centric generative dialogue;
● collective governance: opening up the institution to a global innovation context while
cultivating spaces that help the system sense and see itself;
● prototyping practices: opening up the learning modes through hands-on action
learning methodologies;
● self-transformation: opening up the deeper sources of human intelligence by
activating the open mind, open heart, and open will.

5.
Sources
● 10 insights on the Ego-2-Eco Economy Revolution:
http://www.blog.ottoscharmer.com/?p=557
● MITx u.lab: Education As Activating Social Fields: http://www.huffingtonpost.com/otto-
scharmer/mitx-ulab-education-as-ac_b_8863806.html
● Theory U: https://www.presencing.com/theoryu
● Leading from the Emerging Future: From Ego-System to Eco-System Economics:
http://www.ottoscharmer.com/publications/books
http://www.ottoscharmer.com/sites/default/files/TheoryU_2nd_Figures.pdf
● Matrix of Educational Evolution:
https://twitter.com/kelvy_bird/status/875415070787981312
Starting 17:30: http://webcast.mit.edu/u.lab2x/live/6/