Tag: change fatigue

  • Discovering What is Possible

    Discovering What is Possible

    We live in a world where a mechanistic, “machine” view of organizations has served for some time. The end of this era is upon us, and the transition to a living-systems view is well underway.

    Organizations are more like living things than they are like machines. Without getting into all the details of “why,” this essay assumes the living-systems view is the more accurate view, the more useful view. The view that is actually closer to reality.

    In the living-systems view, change is not “managed.” Instead of having a definite end point, the process of change is based more on encouraging a general direction rather than a specific, ultimate destination with a date attached.

    Which brings me to the subject of this essay: discovering what is possible. For purposes of this essay, assume the organization under consideration has these properties:

    1. The org is a business entity, organized as a corporation
    2. The org is not focused on selling software. Instead it has a services or products that it sells.
    3. Leaders (formally authorized) are contemplating the “change management” that may be involved in helping the entire org change in some way; presumably to become more effective.
    4. The org employs at least one hundred people and may have thousands of employees.
    5. The “formally authorized leaders” (hereafter, the “FALs”) are entirely well-intentioned even as they may be ignorant of certain fundamentals with respect to the conditions necessary for manifesting an adaptive, resilient organization
    6. The people in the organization are for the most part quite familiar with the current cultural game, and are generally happy with the way things are. They know the expressed and implied goals, the rules, and how the overall culture works.

    Given these assumptions, the completely normal pattern goes something like this:

    1. Behind closed doors, the 100% well-intentioned FALs formulate a plan for change. This usually includes the “rolling out” of training, followed by some scheduled “coaching” with the help of highly paid consultants.
    2. An announcement of intent is issued. This is usually in the form of some emails from the FALs to the organization’s employees. These emails from the FALs describe what is about to happen.
    3. The program is initiated, usually with an immediate and pronounced uptick in everything that is being measured. This is reassuring- at least at first.
      1. Typically, measurement is happening in a meaningful way for the first time. Before long the highly paid consultants are busy doing their work.
    4. After a while, things start to wobble. There is some “murmuring” from the rank and file.
      1. Not just the rank and file resist the change. Some people who are in authority also are uncomfortable. Their direct reports sense this vibe and adjust accordingly.
      2. Those uncomfortable with the change do not simply vacate. Instead they serve to thwart the change by subtle moves intended to outwit, outplay and outlast the change issues from “on high.”
    5. The budget for consultants is consumed, and they leave. Shortly after that, the “change” begins the process of reversion to the mean. In other words, a backsliding to the starting point.

    Does this sound familiar to you? I certainly hope so. I have not told the whole story, but you get the idea.

    After a time, the “coaches” and consultants vacate. When they do, the org reverts back to it’s previous state, or, at a minimum, heads in that general direction immediately. At the end, the org has spent hundreds of thousands of dollars on a “change management program” that never did actually work.

    Screen Shot 2016-06-08 at 9.30.53 AM

    The Prime/OS approach short-circuits this by-now-familiar pattern of failure, by discovering what is possible.  By helping the FALs figure out the immediate next steps via quick, short, actionable “loops of feedback” that provide rich data for input into leadership decision-making.

     

    Prime/OS

    Instead of putting down a bet of hundreds of thousands of dollars with far less than 50-50 odds for success, Prime/OS invites everyone affected to come and discuss the change.

    Instead of following a monolithic “A-B-C” plan (typically the “framework” of a consulting firm,) Prime/OS invites everyone into the process of changing. And to write the new story. And be a character in this new story.

    Instead of an edict or mandate from management, Prime/OS suggests a series of experiments to be inspected.

    One of the goals of Prime/OS is to engage the people affected by the change. To do this, Prime/OS leverages the concept of invitation. Those who are curious and want to explore how to make change happen accept the invitation. Those who like things the way they are do not. In all cases, Prime/OS increases your chance of success by increasing the level of human engagement in the change.

    Prime/OS increases the level of engagement in the process of changing and this is why Prime/OS actually works.

     

    Avoiding the “Self Organized” Approach

    The idea that self-organization and self-management are messy any chaotic is actually quite false. Groups of people who share a common purpose and organize around it are often called “self organizing systems.” This label assumes that people are the same as birds, insects and fish that “self organize.” This is not strictly true, and I therefore prefer the term “self management” when describing how people self-organize. Where people in organizations are concerned, “self organization” is in fact self-management.

    Tremendous gains in productivity are possible when individuals and teams are self-managing.

    Self-management is only possible when the people involved are making decisions. Decisions are what engages people, and decisions are essential if the group is to self-manage. Since self-management requires enough authority to make decisions, FALs often freak out at the notion of  authorizing self-managed teams, departments and divisions. The assumption is that chaos will ensue.

    Screen Shot 2016-06-08 at 9.32.51 AM

    In Prime/OS, the FALs to do not encourage chaos and do not give up “control.” Instead, FALs create the very conditions for self-management by clearly identifying and communicating the following:

    1. The direction of the organization (an example might be “towards continuous improvement” or “towards more efficiency in operations.”)
    2. The “guardrails,” or limits outside of which are considered out-of-bounds. (an example might be a set or principles, or a set of rules for action.)

    Interestingly, the FALs in Prime/OS need to avoid defining the practices or “ABC” steps needed to get started. Instead, individuals and teams make decisions about the specifics. To encourage this, FALs stop well short of naming specific practices.  If specific practices must be specified, these are presented explicitly and repeatedly as “experiments with specific practices for a specific limited time”, or “a trial period after which we will inspect results.” The “why” behind this is quite obvious: we need the people who do the work to be making decisions if we are to engage them. The entire hypothesis of Prime/OS (and OpenSpace Agility) is very simple:

     Human engagement is essential for any change to be authentic, genuine and lasting.

    Sometimes, the definition of practices cannot be avoided. The solution here is to frame the entire thing as an temporary experiment to inspected. The org will “suspend disbelief” and “pretend” during the temporary/experiment period, confident that we will then inspect the results. This framing-the-experience-as–an-experiment is a way to bring everyone into the story of “inspect and adapt.” This is the way to introduce the idea of a change. The hypothesis is that those who resist the change can in fact assure failure. Experimentation affords those who may resist, with the opportunity to speak their mind after getting some experience with the contemplated change.

     

    A Practical Example for Your Consideration

    Let’s take a practical example: say you are a formally authorized leader who is going to be introducing some pretty big changes to your organization soon. Let us assume further that specific new practices are the content of the change. Here is your solution:

    1. Define a period of experimentation
    2. Start in “open space.” Call an enterprise-wide, “all hands” meeting to air concerns and issues. Assure everyone that this is an authentic experiment- that is, one to be inspected, 45 to 100 days hence.
    3. Do the experiment.
    4. End in “open space.” Call an enterprise-wide, “all hands” meeting to inspect the results.
    5. Use the wisdom harvested from this process to “go again” if necessary.

    The alternative? Simply announce the change, fire everyone who disagrees, and hire new people who agree to the new “game change” you want to implement. There is only one problem with this: it is traumatic for your organization, and will result in chaos, negative emotional energy, and also poor results for years to come, before stabilizing.

    A better approach is to view your leadership as cultivation and stewardship, rather than driving a vehicle or operating a machine. Your organization is more like a greenhouse than a train.

    Screen Shot 2016-06-08 at 9.37.17 AM

    Summary

    The Prime/OS approach actually works, if you define success as “reaching extremely high levels of engagement in the investigation of how to change.” It starts and ends in Open Space, a meeting that is optimized on creating the conditions for the highest levels of human engagement possible. A key hypothesis of Prime/OS is that for any lasting change to occur, the humans affected must be engaged. Prime/OS therefore encourages very high levels of engagement. And that is why it uses Open Space.

    Prime/OS is very simple and can lead to much higher performance across the organization. But to use it, if you are a formally authorized leader, you must first believe that for any change to be genuine and lasting, the humans affected must be engaged in the process of changing.

    Prime/OS is a tool for formally authorized leaders who actually believe this is true.

    See also:

    The Worldwide Employee Engagement Crisis (link)

    Prime/OS described (link)

    70% of USA Employees Not Engaged At Work (link)

  • Brexit & Shift: How can we transform the workplace together? Thurs 14 July, London

    Brexit & Shift: How can we transform the workplace together? Thurs 14 July, London

    After Brexit: How can we transform the workplace together?
    Shift : 14 July 16 : London UK
    http://events.caterfly.co.uk/
    #OrgShift
    Facebook
    Please help us spread the word

     

    In response to the shock, division and disaray unleashed by the Brexit referendum, we feel it is essential to make space for people to come together. This is a participant-led ‘Open Space’ event, so the experience and discussions you have is up to you. But with many people distracted from fancy notions of reinventing work by very real and immediate worry, fear, anger, despondency this is your time to let off steam, ask big questions, get support and support others, or get constructive.

    One thing seems certain: If it is true that many people have reacted to feeling ignored, impoverished and powerless, then making the workplace work for everyone, of making sure that everyone has a voice and can participate is more important than ever.

    How can we respond? How we drive this movement forward? How can we help make work better for everyone? What can you contribute?

    Thanks. In despair, in hope, and with determination…. see you there?

     

  • OpenSpace Agility, On Demand Workshop, London

    OpenSpace Agility™ with Daniel Mezick
    Workshop: On Demand, London+, U.K.

    Fragment of OpenSpace Agiligy (TM) graphic by Daniel Mezick
    Graphic (c) 2015 www.OpenSpaceAgility.com. . . . . All rights reserved; provided by permission of OSA.

    Co-creating Transformation At Scale

    Booking information below

    Struggling to get buy-in? Brilliant implementation plan getting stuck in reality?

    Daniel Mezick 1Caterfly is excited to be teaming up with Daniel Mezick, whose OpenSpace Agility™ method is the foundation of Caterfly’s model for introducing organisational change. Daniel has developed a new approach to creating an adaptive and customisable, collaborative culture shift at scale; for example introducing Agile, Lean, Kanban, Scrum or new ways of working, becoming more ‘responsive’, ‘teal’ or self-organising, implementing sustainability programs and more.

    Daniel is a well-known Agile coach, culture hacker, speaker, author of The Culture Game, and co-author of The OpenSpace Agility Handbook.

    In this workshop you learn
    • How you can create a culture of enthusiasm, agility and effectiveness in your organisation
    • How you can prevent resistance to change
    • Why on average 70% of change programs ultimately fail
    • What actually works, and how you can transform your workplace with proven tools that get the job done
    • How to save money by reducing coach / coaching days to get solid results and continuous improvement.
    • Why the power of invitation, co-creation and self-organisation avoids cultural inertia and change fatigue
    • How to harness latent ingenuity and collective-intelligence
    • How to invite the whole organisation to collaborative action using Open Space Technology
    • How to integrate and consolidate what’s already working well

    Handbook Cover

    Each student receives
    • A proven and repeatable method for rescuing faltering change initiatives
    • A very rich learning experience with colleagues from diverse backgrounds working in a highly interactive self-organising peer-learning environment
    • The OpenSpace Agility™ certificate of completion
    • Listing in the OpenSpace Agility-certified consultants list, on the OSA web site.
    • Membership of the private online group of certificate holders, for continued peer-development
    • A free copy of Daniel’s OpenSpace Agility Handbook
    Who Should Attend

    Leaders, managers, facilitators, consultants, coaches and anyone involved in process and culture change in organisations. Although the process has so far been used most for the adoption of Agile working, it is a tool for a broad and diverse range of contexts. Professionals familiar with Open Space Technology and tools for self-organisation will be interested to learn of new applications in the workplace.

    Full details of workshop content.  Further reading and booking, see below.

    How OpenSpace Agility™ works

    In these times of rapid change and complexity, the triple-win of organisational culture is engagement, agility and effectiveness. Our framework will help you get there, together: a radically different approach to leading change, which is confoundingly simple and practical. The whole team or organisation is invited to co-creative change together, in a way that is more effective, manageable and genuinely long lasting, while reducing stress and change fatigue.

    Daniel Mezick OpenSpace Agility Agile conferenceIn place of change initiatives that rely on a disenfranchising mandate from above and a rigid, pre-planned roll-out, OpenSpace Agility™ approach integrates the power of invitation, leadership storytelling, iteration, self-organisation and game mechanics to achieve rapid, lasting and effective change across an organisation.

    There is growing awareness that the reason many change programmes fail or do not work as expected is not because of the often quoted poor communications and people’s ‘resistance to change’, but because the people affected by the change are not asked, never mind invited to contribute to the change. Culture shifts and new ways of working cannot simply be imposed. What is needed is to invite all affected to co-create and customise change together, in a manageable and iterative way.

    OpenSpace Agility works for one simple reason: it generates extremely  high levels of engagement across your organisation.  This engagement is essential to the success of your program, and no other method does this better than OpenSpace Agility.
    Daniel Mezick

    But how do you do that at scale? Surely this involves thousands of conversations and story rewriting across the organisation or department? Surely it’s an impossible and expensive task to get all the networks and collaborations connected without hampering the main operation of the organisation? Yet there is a way, using the principle of self-organisation in large scale gatherings, which not only achieves all these necessary cross-connections, but also produces positive synchronicity and serendipity, efficiently and with results that are staff-led.

    OpenSpace Agility is a clearly structured, repeatable framework for introducing, reinvigorating and consolidating agility, lean and other collaborative forms of working in organisations.  Daniel Mezick has created this framework incorporating ‘Open Space‘ events to invite all affected to drive collaborative transformation based on staff expertise:

    a more human, engaging and participatory approach to leading change.

    About the Main Instructor:

    DANIEL MEZICK: OSA CERTIFIED TRAINER

    Daniel MezickDANIEL MEZICK is an author, executive and Agile coach, and  keynote speaker. He is the formulator of OpenSpace Agility.

    He is the author of THE CULTURE GAME, a book describing sixteen patterns of group behavior that help make any team smarter. The book is based on five years of experience coaching 119 Agile teams across 25 different organizations.

    Daniel’s client list includes CapitalOne, INTUIT, THE HARTFORD, CIGNA, SIEMENS Healthcare, Harvard University, and many smaller enterprises. Daniel is based in Guilford, Connecticut, USA.  Learn more and contact Daniel at www.DanielMezick.com.

    Supported by UK facilitators Martin Grimshaw and Francois Knuchel  – See the About US page.

     

    Find out more

    Full details of workshop content – This is an experiential workshop which is structured to demonstrate the principles of the approach it teaches, including using some Open Space Technology for participant-led learning and practice, adapted to your needs.

    The OpenSpace Agility process At a Glance.

    Caterfly Article: Invite staff to co-create change / OpenSpace Agility Handbook review

    Caterfly Article: Why Coercion Doesn’t Work

    Caterfly Article: The Problem With Change Management

    Caterfly Article: What is Open Space?

    Daniel Mezick’s website, blog and further details

    OpenSpace Agility testimonials

     

    Prices and booking

    • Standard: £790
    • Early Bird until 15 August 16: £590
    • Individuals / not-for-profit: £690
      Note: VAT is not applicable

    Fees include all course materials and the book. They also include coffee breaks and lunch on both days, but does not include transportation, accommodation or dinner.

    No charges for bank transfer payments upon invoice
    Invoice sent by email following booking, with charges removed. Reservation held for 1 week, booking completed upon payment by bank transfer (or cheque).

    Payment by card now
    We regret that payment processing charges will be added.

    In the unlikely event of any cancellation or if you need to cancel, full refunds will be made immediately until 2 weeks before, after which if you need to cancel then we will refund 50%.

    This event is brought to you by Caterfly, a collaboration between Thriving Planet CIC and Transcultural Synergy Ltd

    If you have (or can gather) a group of at least ten people who would like to take this course in London, or anywhere in the U.K., either in-house or as a public event, then please contact us to explore further.

     Team: Daniel Mezick, head instructor, founder of OpenSpace Agility and Prime/OS,

    with Martin Grimshaw and Francois Knuchel, hosting team.

    Contact: events@caterfly.co.uk or call 020 7117 8648

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  • Shifting Organisations – What’s the Problem? 14 July London

    Shifting Organisations – What’s the Problem? 14 July London

    Open Space Event, Thurs 14 July ’16, London

    Caterfly Logo slogan url

     

    Caterfly presents: a 1 day event exploring the need for transforming the way we work together, the move toward more collaborative, responsive workplaces, for businesses that place the customer at the centre, with respect for people and planet, the reality, complexity and barriers to change, and ways to move forward.

    #OrgShift

    Share. Learn. Connect: Building alliances for collective impact

     http://events.caterfly.co.uk

     

    Just as the combined efforts of the powers-that-be in the 16th and 17th Centuries were unable to halt the progress of Copernicus’ Revolution in astronomy, so also today’s big hierarchical bureaucracies, though seemingly all-powerful, will ultimately succumb to the power of a better idea for running organizations—better for customers, better for employees, better for managers, better for society, and better for the organizations and their investors.

    Steve Denning, Forbes: The Copernican Revolution In Management

     

    What is Open Space?


    Eventbrite - Why aren't Organisations Shifting?

  • Ask, Then Invite to Co-create Change

    Ask, Then Invite to Co-create Change

    Scaled System Transformations in Organisations

    Have you ever been in an organisation where you were good at your job, efficient and productive, satisfied by what you achieved, hopeful about future prospects, respected in your expertise, and really feeling part of a good team? ……. and then all of a sudden, one day, out of the blue, you are told that some changes were going to happen; ……. and that a that a team of consultants were coming in to bring about these changes and introduce a new system (SAP, agile, lean………). This team then devotes time and energy explaining the purpose of the change, the why and how, and it all makes perfect logical sense, indeed the proposed changes are not dissimilar to changes you had proposed to your manager in the past. And yet, despite not disagreeing with the reasons for the change, your heart feels crushed, you somehow feel totally betrayed, utterly let down, completely undermined, leaving you shattered and dispirited.

    Dilbert embrace change

    Why? Because nobody in the organisation, none of your superiors, ever bothered to ask you. The changes touch on the essence of your work, and still you were not even consulted. Instead someone at the top decided this was a good idea, let’s bring in some change experts in to implement it, and the team of consultants, who know nothing about the operational side of the work you do, are brought in to tell you what to do. Why aren’t you, as a long-time loyal employee, dedicated to achieving the aims of the organisation, being at least asked about the matter, never mind consulted? Obviously you feel disrespected and undermined, but also angry – your self-esteem is under attack. Suddenly this new system seems alien to you.

    While on reflection you would have been quite an enthusiastic proponent of the changes being proposed, because they were brought on over your head without your consent and without your views being heard, suddenly you feel estranged, and this new system appears alien. You lose motivation, you don’t want to be part of it, and you start silently resisting the change. Not because you disagree fundamentally or logically, but because of the manner this was done over your head. You were never given a say in the matter, nor a choice to opt in or out. You no longer feel respected and esteemed, you become cynical, and you, perhaps unconsciously, resist passively.

    Consequently you are now branded a change resister, and it is deemed you need to be “managed” with care. You are singled out as a laggard and for now ignored. It becomes a double blow, not only do you feel betrayed and undermined by the initial imposition, now you start losing confidence, your professional competence is called into question, you no longer feel part of the team, indeed resentment becomes stronger and stronger, you no longer want to listen, and a vicious cycle builds up. Suddenly you are a serious resister, an enemy of change, you are no longer for us but against “them”. While the consultants work on the more amenable employees, you become “the” problem, and your survival in the organisation becomes questionable, gradually instigating fear and a destructive atmosphere.

    And all because, initially, you were never asked. You were not invited to contribute to the new way forward, it was simply imposed on you from above. You feel alienated, because you were not invited to co-create the organisation’s future, and you no longer feel part of the team.

    Not consulting, not listening to, and not inviting those who do the work, those closest to the products/services and the users, and those most connected to the processes that create value, not bringing them in into the change process, not inviting them to co-create the change, are all prescriptions for failure. They reflect distrust and disrespect of an organisation’s own people. And yet this scenario happens again and again, person after person, time after time, organisation after organisation. What a waste of good resources! What a waste of energy! What a waste of great talent!

    The solution ‘should be’ fairly straight-forward, do exactly what’s missing: ASK! Invite the affected employees to co-create the change and thereby make it their own. Why don’t so many organisations follow this most basic of human leadership principles? Possibly a legacy of the command and control management attitudes of the last century? Possibly due to an inherent unconscious management distrust (and disrespect) of employees. Possibly due to lack of awareness of the inhumaneness of mandation, an unintended consequence of classical intervention. Possibly due to worries about having to “manage” large numbers of employees invited to co-create the change. And possibly simply, it has to be said, due to a lack of know-how – managers may know that engaging the workforce might be important, but they just don’t know how to go about it. The challenge is how to do it at scale.

    This is exactly the issue and the know-how a new book just silently published recently seeks to address. It is called The Open Space Agility Handbook. It is written and conceived by Daniel Mezick, respected senior agile coach in the Boston area, author of Culture Games, together with a team of experts, Mark Sheffield, Deborah Pontes, Louise Kold-Taylor, Harold Shinsato and OpenSpace Technology founder, Harrison Owen. ‘Agile’, for those of you not from the IT or software development world, is a working practice applied by software engineers, derived from ‘Lean’, which enables software development teams to be much closer to customers and to respond to their needs nimbly, thus being agile. The practice is anchored in the Agile Manifesto.

    openspaceagility_big_picture
    This diagram is copied directly from the Open Space Agility website. and represents an overview road map of OSA used in the book.
    1. Graphic (c) 2015 www.OpenSpaceAgility.com (OSA),
    2. All rights reserved; provided by permission of OSA.

    While this new book focusses on ‘Agile’, it is really about organisational transformation. The title, The Open Space Agility Handbook, sounds pretty technical and unobtrusive. And in one sense that’s all it is, as the title says, it’s a handbook on how to adopt agile practices, using a double Open Space Technology frame. What the book’s title doesn’t betray, however, is the transformative power of its approach. On one hand the book is simply a step by step guide on implementing agile. On the other hand it presents a revolutionary approach to agile adoptions, and beyond, in fact it tackles head-on one of the key challenges of organisational interventions and change management itself. As innocuous as the book may seem, don’t be fooled by its simplicity. It describes a simple solution to one of the most difficult challenges of management, that of scaled organisational change.

    While the handbook concentrates on agile only, the principles and philosophy behind the invitation approach is applicable beyond agile – you can replace “agile” with “lean”, “conscious” or “responsive”. The approach could just as easily apply to lean, teal, responsive, peer-to-peer learning, distributed leadership, conscious business, environmental sustainability, beyond budgeting, sociocracy and indeed any other form of organisational transformation. Thus whether you like agile or not, if you are involved in adoptions, implementations or transformations, this book is for you. Instead of mandating change from above, which leads to resistance or internal sabotage, the approach urges organisations to ask and invite the relevant work-force to co-create the change together, as a collaborative iterative effort, rather than imposing from above.

    The approach is based asking those doing the work about proposed adoptions or change and inviting them to co-create transformation together, using a combination of Open Space Technology and standard coaching iterative methods, ….. and thereby avoiding the tremendous waste of talent and resources arising from the imposition of change. As the concepts of INVITATION (as opposed to directed or imposed), PEER-BASED SELF-ORGANISED LEARNING (SOLE) and CHANGE CO-CREATION become increasingly understood and appreciated in organisations, so this simple how-to book will find a growing audience in and beyond agile. The approach is completely in line with what the Stanford and London Business School guru Gary Hamel has termed the ‘change platform’.

    _______________________________

    More details of the approach can be found here.

    This blog was first published in Medium on 21 December 2016
  • Thurs 20 – Fri 21 August ’15: Deep shift and radical innovation with Open Space

    The art of hosting participant-led unConferences, solving complex problems, accelerating action, leading change in organisations, and hosting conversations that matter.

    An experiential 2 day co-learning workshop: Brighton, with Martin Grimshaw and Francois Knuchel

    * We regret that this date has been postponed – we are currently arranging a new date in October ’15 – please contact us to request a preference and early bird discount *

     A very limited number of ‘pay-what-you-want’ tickets are available on application. You just need to tell us a dazzling (but short) story of why you think the world will be a better place for you being on the course.

    Also: Fri 12 June 1 day, London, Unleash The People With Open Space
    Tue 21 July, unConference: Shift – Why aren’t organisations shifting?

    Eventbrite - Deep shift and radical innovation with Open Space

     #OpenSpaceTech

    Why?

    PageLines- Collectiveintelligencegroupinnovationlightbulb.jpgDo you want a way to rapidly launch new projects, bring participation, engagement, equality and inclusion to your organisation or event? To harness collective ingenuity for problem solving? To lead transformation that is real and lasting? To drive innovation?

    What?
    Learn how to organise and facilitate gatherings using Open Space Technology, a method by which a large group of people can organise themselves into a conference, complete with agenda, break-out sessions, action planning and reports, with almost no preparation before-hand. Open Space allows each participant to do what they came to do, and can be a very effective way of launching large-scale change or responding to a looming crisis.

    Eventbrite - Deep shift and radical innovation with Open Space
    Who?

    This workshop invites those who are new to using Open Space and those who already have some or even extensive experience of using it, to co-learn together, deepen our practice, and share our experiences of using it. In this 2 day workshop we will have the opportunity to experience Open Space as attendees commonly do, with space to reflect and to go deeper into designing an event as part of a broader programme.

    How?
    This workshop will be run as an Open Space so that participants can learn experientially, while learning how to design, prepare and facilitate an Open Space event, including tips and tricks, likely issues that may be encountered, follow up and incorporating an event within a wider context or strategy.

     

    What is Open Space?
    Open Space Technology is a format for organising compostable conferences, unconferences, meetings, stakeholder engagement, BarCamps and CityCamps, with maximum efficiency and minimum time and resources. It is a form of ‘crowd sourcing’ which can be used to bring together a company or any group or organisation to focus on a specific problem or question. Open Space allows for participants to co-create experience, learning and solutions in a way that unlocks creativity.

    Open Space is used by large companies, local government, community activists, and forward thinking organisations everywhere, from gatherings of 5 to several thousand people, from a couple of hours to several days.

    Eventbrite - Deep shift and radical innovation with Open Space

    Please contact us if you would like to hire us as facilitators, consultants or trainers.

    Caterfly Logo slogan urlMartin and Francois also use the Open Smart Transformation model at Caterfly to bring about deep and lasting transformation or problem solving in organisations with Open Space.

    Find out more about Open Space here – What is Open Space?

    Please click on subscribe for low volume training and new articles, and click on events for schedule.

  • 12 June, London: Unleash the people with Open Space

    Caterfly in partnership with There’s Better Ways Of Working present:

    The art of hosting participant-led unConferences, solving complex problems, accelerating action, leading change in organisations, and hosting conversations that matter.

    #OpenSpaceTech

    An experiential co-learning workshop: London, one day, with Martin Grimshaw and Francois Knuchel

    Also: Thurs 20 – Friday 21 August, Brighton, Deep Shift And Radical Innovation with Open Space
    Tue 21 July, unConference: Shift – Why aren’t organisations shifting?
    facebook_32

    Eventbrite - Unleash the people with Open Space

    Why?
    Jigsaw puzzle handsDo you want a way to rapidly launch new projects, bring participation, engagement, equality and inclusion to your organisation or event? To harness collective ingenuity for problem solving? To lead transformation that is real and lasting? To drive innovation?

    What?
    Learn how to design and facilitate gatherings using Open Space Technology, a method by which a large group of people can organise themselves into a conference, complete with agenda, break-out sessions, action planning and reports, with almost no preparation before-hand. Open Space allows each participant to do what they need to do, and can be a very effective way of launching large-scale change or responding to a looming crisis.

    Who?
    This workshop invites those who are new to using Open Space and those who already have some or even extensive experience of using it, to co-learn together, deepen our practice, and share our experiences of using it.

    How?
    This workshop will be run as an Open Space so that participants can learn experientially, while learning how to design, prepare and facilitate an Open Space event, including tips and tricks, likely issues that may be encountered, follow up and incorporating an event within a wider context or strategy.

    Eventbrite - Unleash the people with Open Space

    What is Open Space?
    Open Space Technology is a format for organising compostable conferences, unconferences, meetings, stakeholder engagement, BarCamps and CityCamps, with maximum efficiency and minimum time and resources. It is a form of ‘crowd sourcing’ which can be used to bring together a company or any group or organisation to focus on a specific problem or question. Open Space allows for participants to co-create experience, learning and solutions in a way that unlocks creativity.

    Open Space is used by large companies, local government, community activists, and forward thinking organisations everywhere, from gatherings of 5 to several thousand people, from a couple of hours to several days, even with little notice or preparation.

     * A very limited number of ‘pay-what-you-want’ tickets are available on application. You just need to tell us a dazzling (but short) story of why you think the world will be a better place for you being on the course.

     

    Please contact us if you would like to hire us as facilitators, consultants or trainers.

    Caterfly Logo slogan urlMartin and Francois also use the Open Smart Transformation model at Caterfly to bring about deep and lasting transformation or problem solving in organisations with Open Space.

    Find out more about Open Space here – What is Open Space?

    More workshops and events: Going Deeper with Open Space (August, 2 days), Shift: Why Aren’t Organisations Shifting? (21 July). Click on events for details.

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  • 21 July, London: Shift – Why aren’t organisations shifting?

    Caterfly Logo Url 313x148Caterfly presents: a 1 day participant-led ‘Open Space’ event exploring the need for transforming the way we work together, the move toward more collaborative, responsive workplaces, for businesses that place the customer at the centre, with respect for people and planet, the reality, complexity and barriers to change, and ways to move forward.

    Share. Learn. Connect: Building alliances for collective impact

    Full details: http://events.caterfly.co.uk

    #OrgShift

    Eventbrite - Why aren't Organisations Shifting?

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    Just as the combined efforts of the powers-that-be in the 16th and 17th Centuries were unable to halt the progress of Copernicus’ Revolution in astronomy, so also today’s big hierarchical bureaucracies, though seemingly all-powerful, will ultimately succumb to the power of a better idea for running organizations—better for customers, better for employees, better for managers, better for society, and better for the organizations and their investors.

    Steve Denning, Forbes: The Copernican Revolution In Management

     

    Butterflies Shift 26024690_ml

  • Do change mandates work?

    Do change mandates work?

    Do Organisational Change Mandates Work?

     

    It has been my contention for a long time that one of the reasons change mandates experience a 60%-80% failure rate (depending on definition, metrics etc) is not because there is anything wrong with the new system or working practice an organisation is implementing, nor because of poor communication or persuasion skills of the executives or consultants charged with the intervention, but rather very simply because the employees affected are often not asked nor consulted in the matter. They are simply informed of the changes as a fait accompli, they are not invited to co-create the future of the organisation. This in turns leads to disengagement, disenchantment or even cynicism, which can create a block in the change being implemented.

    Resistance to Change?

    This block is often expressed as “resistance” to change, and most change management programs are often about “managing” this alleged “resistance”.  Actually, however, in most cases it is not change itself people are resisting, but rather the imposition of a system or practice in which they had no involvement in creating, and is thus alien. Margaret Wheatley put it this way:

    [People don’t] … accept imposed solutions, pre-determined designs, or well-articulated plans that have been generated somewhere else.  Too often, we interpret their refusal as resistance.  We say that people innately resist change.  But the resistance we experience from others is not to change itself. It is to the particular process of change that believes in imposition rather than creation.  It is the resistance of a living system to being treated as a non-living thing.

    Or as Peter Senge says: “People don’t resist change, they resist being changed.”

    In other words the problem with change and the alleged resistance to change is not change itself, but rather the imposition or mandation of change from above. Japanese organisations have no problem with change, it is part of their culture. This is outwardly reflected in the agility of their buildings to adapt to changing environmental circumstances (typhoons, earthquakes), in traditional shrines being ‘rebuilt’ periodically, and in the fluidity between inner and outer space. In my experience Japanese organisations are continuously re-organising themselves according to changing circumstances, and this is done by all employees, down to the shop-floor, who are taught how to solve problems and how to adapt nimbly. Management consultancies hardly exist in Japan (yes, the McKinseys have plush show offices in Tokyo, but their clients are largely expatriate companies) – you do not need expensive change consultants when you can self-organise and change yourself.  Change in Japan is not something thought out at the top, but rather everyone in the organisation is engaged in co-creating the changes.

    The problem with Western organisational change, as I see it, is having too rigid organisational structures in the first place (inflexibility by design), imposing change from above without asking those doing the work first, and not giving the workforce the tools and authority to solve their own problems, and hence to co-create change when and as it is required.

    The Zappos Case

    Recently Zappos, the unique online shoe retailer based in Nevada, has been in the news about a memo from its CEO, Tony Hsieh, to its employees in which he offers all of them severance pay if they wish to leave the company because they are not comfortable in its new management environment. In the last 18 months the 1,500 strong company has been embarking on a massive change program, converting from a ‘command and control’ management structure, to one without formal managers, giving all employees equivalent decision-making powers to elect people to specific needs-based tasks or roles in a self-managed manner. The approach is known as ‘holacracy’, a derivative of the Dutch Quaker creation ‘sociocracy’ (find out more here). This full scale adoption of holacracy is the largest of its kind to date, hence many are following the story with keen interest.

    The implementation requires a “roll-out” of a substantial amount of training (running meetings, consent decision-making, circle formations), and the program is now running to a first completion stage. It is clear that it has faced certain difficulties, both successes as well departures by disenchanted staff. Here are a few links to recent reports:

    The Zappos story is actually a more interesting case, in my view, than most change programs: in a manner of speaking management here is mandating to abolish itself.  The self-organising aspect of holacracy is, in my view, somewhat similar to Japanese management styles. True Japanese firms have managers in a hierarchy, but managers are more like mentors who attribute authority to solutions their staff have come up with and consented to.  Moreover the fundamental information flow is horizontal working towards satisfying customers, rather than vertically serving shareholders.  Prof Kichiro Hayashi (Tokyo Aoyama University) has referred to Japanese (and Oriental in general) management as organic.  This organic style is very flexible and agile at adapting to changing circumstances, yet rather inefficient and seemingly disorganised in a static world; whereas Western ‘mechanical’ management is super-efficient in a stable world, but lacks the capacity to self-organise and self-change.

    Ordering no more Orders

    The Zappos story is thus to me an interesting Western attempt to address this, and in light of the perceived need to transform our capitalism it is being observed by many with keen interest.  You might expect employees to embrace the opportunity to take on more responsibility, without having to be accountable to the eccentricities of a boss. Many do. But as Erich Fromm has shown, many also fear freedom. For some, in a world where they have been used to receiving orders, operating without them is scary and may create in them profound disorientation.

    Nevertheless with support and coaching most people could easily get used to the new approach, though the bigger the organisation the more difficult it is to do. At the same time, however, there is a felt contradiction in the CEO being required to order that there would be no orders from hence on. To be fair to holacracy, its website says this about this apparent paradox of the CEO needing power to adopt holacracy: “Holacracy is a fundamental shift of authority: it changes the seat of power from the CEO to the Holacracy Constitution, which then distributes that power through specific processes. You cannot shift the seat of power without the CEO’s approval (and shouldn’t be able to). …, you need a formal agreement from that CEO to vest her/his power into something else — in this case the Holacracy Constitution. Without this formal agreement, you would just be “pretending” to work differently

    So what is it, then, that is causing the CEO to posit such an ultimatum “self-organize or leave the company”? Why is this change program evoking such drastic measures? True, the severance package is very generous, yet the dictum feels a little like a dictator forcing subjects to participate, initiate (with their own views) and be engaged. I cannot speak for holacracy, but that would defeat the purpose of its parent methodology, sociocracy, which envisions “people working together as different, unique persons on the basis of mutual equivalence in decision-making” – yet seemingly no differences are allowed at Zappos.  This contravenes the desirability for diversity in order to create richness in decision-making. Unintentionally I suspect, it does look like Zappos want clones of each other. Yet can you really offer severance packages to family members?

    So why resistance?

    So why is there resistance, what is it some staff are riling against? The issue I believe is that holacracy was mandated or imposed. Staff were never asked or consulted whether they wanted holacracy, nor were they invited to co-develop the holacracy transformation. It was simply imposed on them. Somewhat paradoxically, but imposed nevertheless. What people are really rejecting is not holacracy itself, but being forced to change without consultation. This comes back to what I said initially, it is not the system or new behaviour that people are resisting, but the way it is being mandated and imposed. Holacracy may be a great idea, but mandating it doesn’t work. In the case of Zappos, this was already predicted a year ago in March 2014 in the blog “The Mandate of Holacracy at Zappos” by Daniel Mezick, author of Culture Games and agile coach, who was investigating why it was that 80% of agile adoptions were considered unsuccessful.

    In short it is mandation which is the problem, not holacracy nor resistance to change in general. This is what we at Caterfly are trying to address with the Open Smart Transformation model, involving a special framework of two Open Space Technology events, where all affected personnel are invited to hold deep dialogues about the change. The two events also demark a period of 3 – 6 months, a cocoon of iterations, in which all employees are trained and coached in the new approach, are asked to suspend judgement and instead apply the new way on a trial and error basis, learning and prototyping, enabling all affected to be involved and engaged in the transformation process. This open ended playful period ends with a second Open Space event where everyone can work on sorting out what worked, what needs adapting and what to reject. In other words the new approach thereby becomes customised to the particular organisation, rather than being something off the shelf, and this work is all done collaboratively by the staff.  Consequently they own the change, it is no longer an alien system, they all co-created the transformation together.

    This process was initially developed and applied with great success fo agile adoptions where typically 70 – 80% failed. We realised that the fundamental principles of the new approach are true beyond just agile. They apply to adopting lean, responsive, management 3.0, conscious capitalism, environmental management, and holacracy/sociocracy too, and indeed of any new systems implementation or organisational transformation / change management. While what Tony Hsieh is trying to do is not only extremely noble and brave, and is being done with a great deal of generosity and candidness, it is a great pity it had been mandated initially. I am sure he could have avoided this “accept holacracy or get out” dilemma, if Zappos had invited the staff to co-create the change rather than imposing it on them. However generous the severance package offer may be, it now puts Tony Hsieh in a difficult position – some staff may see him, in trepidation, as the ultimate arbiter of who is to stay and who is to go.

    Change Platform

    In short, mandation or imposition does not work well! This is also summarised in Gary Hammel’s McKinsey article late 2014 “Build a Change Platform, not a Change Program”. Caterfly’s iterative cocoon-forming double open-space framework and follow up is such a platform, we believe, or at the very least helps establish one. Fundamentally we need to change change itself from a mandation mind-set to one of invitation: inviting all affected persons to co-create the new order of things, and thereby co-own it.  Open Space Technology, doubled to form an iterative cocoon platform, is the only offline synchronous platform I am aware of that enables this to scale with large numbers of people, effectively, rapidly and sustainably.


    Come join us at Shift: Why Aren’t Organisations Shifting? 21 July 2015, London
    Details www.caterfly.co.uk/events

    Further reading:
    Why telling people what to do doesn’t work – click
    The problem with change management – click

     

     

  • Why coercion doesn’t work

    Why coercion doesn’t work

    Tuesday 21 July 15, Victoria, London: Shift, a participant-led Open Space event
    Why aren’t organisations shifting? www.events.caterfly.co.uk

    “People don’t resist change, they resist being changed.” Peter Senge

    As any parent knows, as soon as a child starts to develop a sense of identity, they start to assert their boundaries and free will by saying No.

    Human nature being what it is, we have an innate hardwired resistance to change and to being told what to do, that starts as children and generally lingers from thereon. Attempts to creatively and positively work with this phenomenon can be seen in alternative education, where teaching at pupils is replaced by self-led learning, encouraging autonomy and curiosity.

    Achieving Buy-in

    In the workplace getting others to do what is wanted of them, and getting them to engage, care and want it, is known as ‘achieving buy-in.’ It is the classic and everyday challenge faced by leadership and management trying to get staff to do stuff, and at its worst it feels like coercion. Attempts to lead organisational change are often met with cultural inertia.

    Throwing Unconscious Spanners

    I remember sitting in a team meeting many years ago and witnessing something that led to a profound insight that has stayed with me ever since. A member of staff, arms crossed and a look of consternation on her face, responded to the manager with something like, ‘Well, I never did really agree with that strategy we initiated fours ago.’

    That strategy was the manager’s, introduced upon staff who all nodded along and set about it with varying degrees of compliance, enthusiasm, disgruntlement or sabotage depending on how much they quietly thought it was a good or bad idea. That strategy probably worked to some extent without really catching fire, despite staff being paid to do what they are told and annual performance appraisals.

    I have seen this pattern repeated over and over. In the workplace, we commonly consciously or unconsciously throw spanners in the works of someone else’s well laid plan.

    Or as a friend told me recently, “I got an F in GCSE electronics because my project was made entirely of wood.” Which neatly illustrates to me the fallacy and depressing failings of coercive education.

    Consent is sexy, as they say

    “The ultimate weapon has always existed. Every man, every woman, and every child owns it. It’s the ability to say No and take the consequences.” It is what distinguishes us from robots.
    Hagbard Celine, The Illuminatus! Triology, Robert Shea and Robert Anton Wilson. 

    Rather than attempting to ‘achieve buy-in’, why not allow people to solve problems and draw up their own action plans? People tend to find solutions that they have helped to co-create more exciting, and once genuine or even enthusiastic consent has been reached, tend to set about the task with gusto. Participation doesn’t just work, it is more effective in the long run, and if harnessed well then multiple view points can lead to smarter decisions. Allowing people to set their own pace and write their own story, helps to dissolve change fatigue so common in organisations, where staff might be under a constant barrage of brilliant new ideas, at the mercy of merry-go-round leadership and consultants.

    Barriers and the Bottom-up Manifesto

    There are barriers too. We are habituated into patterns of behaviour that were often set early in life and reinforced in school and work for all but the more maverick and rebellious of us. We’re used to being told what to do. Working stuff out for ourselves can feel daunting and unusual. We tend not to be brilliant at collaborative decision making, and too often remain stuck in the competitive need to win, rather than seek the win-win. Tools that encourage self-organisation and ownership bring out the better in us, but also bring out the rest in us. Over time behaviour shifts, but habits are notoriously persistent.

    Self-propelled learning and problem solving also means that managers need to learn to let go of control, which can also be discomforting and even threatening. Positive results and an enthused workforce, however, soon illustrate the benefits of new approaches. Rather than well-intentioned directives cascading down the hierarchy to be met with indifference or the feigned relish of the easily replaced, how about asking staff to collaborate with leaders to find pathways that finally utilise their long ignored insight? Why not try introducing some bottom-up alongside the old top-down?

    Leaders and managers might just discover that the expertise they seek was hiding under their noses all along.

     

    See also: The Problem With Change Management

    Beyond unConferencing: New Uses of Open Space