Tag: Prime/OS

  • 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)

  • 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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  • 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
  • Book Review: The Open Space Agility Handbook

    Book Review: The Open Space Agility Handbook

    Handbook Cover
    Book Cover

    This is a brilliant how-to book. It addresses the problem of resistance and poor engagement in agile adoptions and organisational change. Why is it, for instance, that the majority of agile adoptions, despite huge investments, fail? The approach presented resolves root causes and offers a completely fresh and novel way of implementing agile. And while this new book focuses on ‘agile’, it applies equally to organisational transformation overall.

    The title, The Open Space Agility Handbook, sounds pretty inconspicuous 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 an Open Space Technology framework; a step by step how to guide on implementing agile. What the book’s title does not betray, however, is the transformative power of its approach. It represents a revolutionary approach to large scale agile adoptions, and beyond; 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 an elegant solution to one of the most difficult challenges of management, that of scaled organisational change. What’s more, it is completely fit for purpose in the age of distributed leadership, it follows the principles of opt-in and it walks the talk of self-organisation.

    On the surface the book is for agile coaches, trainers and leaders wanting to implement agile into their organisations, using a scalable process of invitation and co-creation, rather than dilapidating mandation and imposition. The book describes in immaculate detail, yet in very clear easy to understand language, how this can be done. The book is supported by beautiful diagrams step by step in a highly practical way, with very easy to follow hands-on instructions. The diagrams all form part of a larger diagram representing the overall road map. As a guide it is beautifully presented.

    On a deeper level it is far more than a handbook. While the book illustrates the how, it represents a fresh way of adopting agile. Although concentrating on agile only, the principles and philosophy behind it have ramifications beyond agile, and the book should appeal to a wider corporate audience, in fact to anyone seeking to introduce system change in an organisation. The approach could just as easily apply to the adoption of lean, teal, peer-to-peer learning, distributed leadership, conscious business, environmental sustainability, beyond budgeting, reinventing organisations or indeed any other form of organisational transformation.

    But why do we need a different approach to agile, lean, teal etc adoptions, or to change management? Simply put, because the majority of agile adoptions, lean implementations or change management interventions don’t work (the statistics vary from 60% – 80% failure rates depending on how one defines failure, anything from simply not achieving expected results to catastrophic breakdown). One reason is that these interventions are mandated or imposed, without consulting those doing the work. This leads to unintended consequences of resistance at best, silent internal sabotage at worst.

    In the case of agile those doing the work are software engineers, people who are both   very intelligent as well as often introvert in nature: they resist imposed change, but do not articulate their views. Instead they either simply ignore directives (‘internal sabotage’) or walk away completely (and they can afford to).   Corrective notions of “improving communications” and “achieving better buy-in” completely miss the point. What is needed is to invite the relevant work-force to co-create the change together, as a collaborative iterative effort, with everyone’s perspective valued.

    How can one invite a whole department or even a whole large company to co-create change at scale? Through a process of self-organisation in a framed structure of iterations and experimentations, which fully engage the relevant workforce constructively in the process. This is achieved by applying the principles of Open Space Technology at the beginning and the end of the timed iterations. Open Space Technology is a self-organising large scale counter-intuitive meeting of minds format which has been tried and tested over the last 30 years in over 150 countries, always with great success. However, if you want to know the details of how it all works and how to do adaptions and transformations, read the book!

    _____________________________________________

    This review was originally posted as a review on Amazon on 17 Dec 2015

  • Open agile testimonials

    Caterfly’s Open Smart Transformation model is based upon Daniel Mezick’s Open Agile Adoption / OpenSpace Agility™ model, and is a derivative of Prime/OS™.  The following describe testimonials of Open Agile Adoption, which is itself based upon Open Space Technology, commonly Open Space.

    The series of video testimonials here, taken from Daniel’s website, are of Open Agile Adoptions in the form of interviews with managers from client companies by Daniel Mezick.

    1) Interview with a Senior Director of Product Development after their IT department had undergone a complete Open Agile Adoption. In it the director describes the transformation that both he and his staff experienced as a result of the OAA process.  The interview describes in detail the process and how this enabled the department to implement major changes.  It is also an excellent description of Open Space as experienced by a manager.

    The interview is in 3 parts of 15 minutes each.  Here are the links to the three YouTube videos.

    • Part 1:
    • Part 2:
    • Part 3:

    2) Daniel Mezick also filmed interviews he did after an Open Space event at an Agile conference in 2014, with employees at an organisation in which he introduced Agile working using his Open Agile Adoption method. The interviews can be viewed here:

    Caterfly helps the process of adopting Smarter Working systems and tools, including Agile management, and the process discussed in these interviews is fundamental to Caterfly’s work.

    It is important to note, however, that all credit goes to Daniel Mezick and PrimeOS™ – the testimonials are of his Open Agile Adoption / OpenSpace Agility™ process, from which our Open Smart Transformation is derived.  They reflect his good work, not ours.  The purpose of including links to the videos here is to demonstrate the basic process works.

    The full set of testimonials can also be seen here: http://newtechusa.net/open-agile-adoption/open-agile-adoption-videos/

     

    What is Open Space?

  • Prime/OS, Open Space and Caterfly

    “If I have seen further it is by standing on the shoulders of giants.” Isaac Newton

    The buzz about invitation – what inspired us

    Caterfly’s Open Smart Transformation model is a derivative of Prime/OS™. A good part of Caterfly’s approach and Open Smart Transformation model was initially inspired by Open Agile Adoption (OAA) developed by Daniel Mezick. Open Agile Adoption itself applies the work of Harrison Owen in Open Space Technology, commonly Open Space. Daniel Mezick identified some unique properties of Open Space Technology related to game theory, especially its characteristic (‘pull’) opt-in invitation approach (Law of 2 Feet) rather than by imposition (‘push’). What is unique about OAA in Daniel’s use of Open Space Technology, however, is his re-framing and application of Open Space for a specific purpose, specifically in applying two Open Space events to frame a transformation process. From this he developed OAA (Open Agile Adoption) for ‘pull’-style agile implementations.

    This work is based on Prime/OS™, published as an Open Source, Free Cultural Work via the CC-BY-SA license from Creative Commons.
    Download the Prime/OS™ Definition Here:
    http://www.prime-os.com/download-prime/

    Creative Commons, Free Culture licensing details here

    We have always maintained that the people affected by any form of system implementation or transformation must first and foremost be consulted and invited into the process and the decision-making, so we immediately recognised the relevance of Daniel’s work beyond its Agile application. In fact we are not Agile coaches and to that degree OAA is not directly relevant to us. However we recognised that the principle Daniel was propagating is relevant way beyond pure Agile adoption, indeed it is applicable to the adoption of any system, like lean, systems thinking, responsive org, sociocracy or sustainability management, or indeed to any form of organisational transformation.

    From this we developed the concept of the Caterfly, denoting the metamorphosis from caterpillar to butterfly, starting with the building of a protective cocoon and ending with the breaking out of it, with a long period of gestation in between; or in Caterfly a beginning and an end Open Space event each with various coaching iterations in between. The ‘cocoon’ is marked time-wise by the two Open Space events. The metamorphosis can represent any adoption, cultural change or transformation process an organisation seeks to undergo – and it does so not by mandating or imposing, but by inviting all affected to co-write the change or adoption story.

    Daniel Mezick had independently come to a similar conclusion and had renamed his extended application as Prime/OS™. Consequently we have agreed to regard our Open Smart Transformation as a derivative of Prime/OS™, under a Creative Commons license, which enables us to follow those before us in gifting our work to the Intellectual Commons. The approaches are similar at this point, although this may change with experience. The only modificaton we have made so far is in the follow up phase III where we introduce Kaizen. We believe a process of learning should continue beyond adoption, and Kaizen creates an excellent platform for this continous renewal, responsiveness and innovation.

    We are pleased to be connected with Daniel Mezick on this very important contribution to organisational transformation. We enjoy Daniel’s double-open space cocoon framework because it offers an excellent platform to invite the people affected by the change into the decision and planning process, and to co-create the change.

    As Open Space facilitators we would also like to acknowledge and appreciate the work of Harrision Owen and the hundreds of Open Space facilitators around the world who have run many thousands of Open Space events over more than 20 years and have proven that Open Space is one of the most effective transformation preparatory tools around.

    Caterfly’s predominant role is to support and enhance coaches and trainers running a transformation programme with Open Space events. We facilitate the framing Open Space events and leave the coaches and consultants to run their programme as usual.

     

    Further reading
    Daniel Mezick’s site is a great repository for further information and writing around the subject.
    * Find out more about Open Space at our ‘What is Open Space?’ page, where there are also links to further resources including Harrison Owen’s work.
    * Full description of the Open Smart Transformation model

  • Open Smart Transformation (OST) model

    Open Smart Transformation (OST) model

    OPEN SMART TRANSFORMATION (OST) MODEL
    Version 1.0

    Creative Commons BY-SACopyright (C) Martin Grimshaw, Francois Knuchel & Daniel Mezick (author of Prime/OS™) 2014-15

    Shared under a ‘Free Culture’ ‘Attribution-Share Alike’ Creative Commons Licence CC BY-SA 4.0 :

    You may use this work as you like, including creating derivatives and commercial use, but you MUST provide proper attribution and share your work on the same basis, using the same licensing. This is our gift to the ‘intellectual commons’, and this license ensures that it remains open for all to benefit from, always.
    Full details at http://caterfly.co.uk/what-we-do/intellectual-commons/ 

    Note:
    Open Smart Transformation
     (OST), a Caterfly brand, is a derivative of Prime/OS™ as described in http://www.prime-os.com, which also makes significant use of Open Space Technology (http://www.openspaceworld.org). OST has been developed by Francois Knuchel and Martin Grimshaw based on Daniel Mezick’s original work and Prime/OS™.

    This work is based on Prime/OS™, published as an Open Source, Free Cultural Work via the CC-BY-SA license from Creative Commons.  Prime/OS is also referred to as OSA when used in Agile Adoptions.
    Download the Prime/OS™ Definition Here:
    http://www.prime-os.com/download-prime/

    OST is a process implementation methodology that introduces transformation gently into a client organisation. OST implements a ‘passage‐rite’ structure that is framed by two organisation‐wide Open Space events. OST comprises and leverages the following core elements:

    • The Open Space meeting format [Open Space Technology, developed by Harrison Owen]
    • Game Mechanics (goals, rules, progress mapping, opt-in presence)
    • Invitation (including framing right questions)
    • Leadership Storytelling (and behaviour)
    • Principles of engagement, participative facilitation and respect
    • Cultural Anthropology (Passage Rites, “Master of Ceremonies”)

    OST applies these various elements across a timeline spanning several months. OST implements a passage-rite-like transformation, which has a clear beginning, middle and end. It is important to note and understand that OST is an organisation‐level transformation process rather than an individual-level one. The organisation is best viewed as a single entity (a single social system, rather than a collection of individuals) when implementing OST.

    By ‘SMART’ we mean Smarter ways of working.  These can be state-of-the-art systems, methods or organisational mind-sets which aim to enable a business or organisation to be more efficient, more responsive, leaner, more agile, more conscientious or more sustainable. We use the term Smarter Working as shorthand for a variety of more human, healthier, more responsible, whole system, self-organisation or self-management approaches to working together, including but not limited to: Agile, Lean, Responsive, Conscious Business, Sociocracy, Kaizen, Environmental or Sustainability Management Systems (EMS or SMS), Holacracy, Management 3.0 and more.

    The big picture of OST consists of 3 distinct “Phases”:

    Phase 1: Introduction and Implementation. The start and successful completion of the (first chapter of the) adoption process bound by time and two distinct beginning/ending Open Space iterations

    Phase 2: Development and Consolidation. Consolidating adoption through follow-up Open Space iterations, and/or Chapters 2, 3 … of adoption process following same Open Space events as in Phase 1 (where implementation is staged into more than one chapter)

    Phase 3: Competence and Continuous Learning. Successful completion of Phase 2, as evidenced by several “Chapters” spanning at least two chapters. Shift to learning organisation mode

    OST in more DETAIL:  Core Elements

    1. OST Phase 1: Introduction and Implementation. Experiencing engagement via opt‐in participation and Open Space.  This is the first level, the level of “introduction” to the basic SMART concepts being implemented, and facilities of the OST method: openness, invitation and opt‐in participation.

    • Opening Consulting with Leadership by Coach/Consultant, including planning for Open Space iterations
    • Invitation as the primary opt‐in mechanism
    • Open Space 1 (initial Open Space iteration, which marks the start of the transformation process, incorporating game mechanics: goals, rules, progress scoring and opt-in)
      • 2-3-day Open Space (minimum 1 day) – opening Open Space iteration
      • Minimum of 90 days of experiments and playing with practices (Beta-Lab cocoon mode), between the scheduled Open Space iterations
      • Output is learning and some deliveries
      • Leadership Signalling with Storytelling (and other highly symbolic behaviours, respect)
    • Open Space 2 (second Open Space meeting, which terminates “Chapter 1” of the process adoption and opens “Chapter 2” of the organisational “story” of adoption) – closing Open Space iteration
    • FOLLOW UP. Closing consulting with leadership
      • Processing of Proceedings
      • Respectful Leadership Signalling with Storytelling (and other highly symbolic behaviours)
      • Coaching consultant delivers specific coaching on what to (possibly) consider next
      • Depending on circumstances, coaching consultant vacates the organisation and does not communicate with it for at least 1 month, to trigger self‐sustaining independence self-organising behaviours on the part of the organisation
    • Open Space 3 if needed (all the steps above repeated)

    2. OST Phase 2:  Development and Consolidation. Minimum 1 year: recurring Open Space iterations about 6 months apart.  This is the stage of “consolidation towards competence”.

    • Evidence must be present first that the organisation has processed and completed Phase 1.
      • Several “Chapters” of learning, bound by two Open Space iterationss, may be needed for some organizations to reach this stage. Where the adoption program has been staged into more than one chapter, the subsequent chapter(s) would be introduced and implemented in the same manner as Phase 1, with two beginning/ending Open Space events
    • Repeat OST’s Open Space iterationss approximately every six months until a true learning organisation culture has been reached, with “all openness, all the time.”
    • Gradual introduction of Kaizen practices

    3. OST Phase 3: Competence and Continuous Improvement – Kaizen & Innovation.  No more scheduled Open Space iterations, due to a maturing of the organisation’s ability to sense, learn and respond, so Open Space on an as needed basis. Integration of Kaizen and Innovation practices for ongoing self-organised learning

    • Evidence must be present first, that the organisation has reached Phase 2, such as:
      • The scheduled Open Space iterations become less interesting, because the organisation now has an open culture that “is” open space in spirit and content
      • The organisation can consistently demonstrate a “safe-space” open culture.
        • Substantial changes to HR policies with intent to support an OST Phase 3 culture of responsiveness and participatory improvements
        • Establishment of norms for dealing with the ongoing conflict that is a natural consequence of independent thinkers working together in a volatile, high-change business environment
    • Pan-organisational program of Kaizen (continuous improvement) and Innovation practices to ensure the organisation is performing at peak, without stagnating, will full participation of all its people
    • Further follow-up Open Space and other events in the following years as required to guarantee continued self-organised learning. Major issues arising from new working practices, including the Kaizen and Innovation programs, can then be reviewed

     

  • Resources: the essentials

    Research and resources

     

    The failure of change management programmes

    “The three-out-of-seven success rate is an average view from many different research findings. Some studies reported success as low as 10%, others as high as 50%. The research span across many industries and countries and the nature of the change initiative studied varied widely—customer relationship ,management , enterprise resource planning , shared services endeavors, supply chain projects, mergers and acquisitions, cost reduction initiatives, restructuring/reorganization efforts, customer experience initiatives, etc. Any way you examine the findings, there is ample evidence that the change initiatives are far more likely to fall short of their stated objectives than to reach their promised outcomes.”
    • “Too many change efforts start with all the managers getting together behind closed doors and deciding what should be done.  They never think of telling their people what is going to happen and why, let alone canvassing their opinions, ideas or suggestions because they are the people closest to the front line and who just might be able to see what ultimate impact the change could have on the customer.”
      Ken Blanchard, ‘Mastering the art of change’ [Training Journal, January 2010]

    Blanchard lists 6 stages of concern which are often not met:

    * Need for information, not a slick sales talk (trying to get ‘buy in’)
    * Need for personal relevance (what will this mean for me?)
    * Implementation: what do I need to do and when?
    * Impact: Is this making a difference, Is it worth it?
    * Collaboration: how can I share learning and wins
    * Refinement: How can we continually improve the change?

    The problem with Change Management by Francois Knuchel

    Why coercion doesn’t work by Martin Grimshaw

    Open-Agile Adoption and Open Space Technology

    Caterfly has been strongly influenced by a call to arms by Daniel Mezick, who developed the Open Agile Adoption system for implementing Agile working in organisations. Caterfly’s Open Smart Transformation model is a derivative of Prime/OS™ developed by Daniel Mezick.

    Open Agile Adoption – implementing Agile working patterns in organisations using Open Space

    Prime/OS™ and Caterfly’s Open Smart Adoption

    Why Executives Can’t Impose Agile – Daniel Mezick

    Martin Grimshaw’s simple introduction: What is Open Space?

    Jack Martin Leith’s introduction to Open Space

    Using the simplicity of Open Space to solve complex problems – Chris Corrigan

     

    Smarter Working: New paradigm approaches to smarter, more effective and enjoyable working

    Agile

    Lean (Toyota System)

    Kaizen

    Environmental Management Systems (EMS: ISO 14001), Sustainability Management Systems (SMS) and related management systems

    Sociocracy

    Conscious Business

    What is Smarter Working?

     

    The Open Smart Transformation model and Caterfly’s Open Source Licence details:

    About Intellectual Commons

    Open Smart Transformation model in detail.