Tag: Smarter Working

  • 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?

  • Thurs 29 – Fri 30 October ’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

    #OpenSpaceTech

    Book-Now-button-orange-0304-lg

    PageLines- Collectiveintelligencegroupinnovationlightbulb.jpgWhy?
    Do 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.
    Book-Now-button-orange-0304-lg 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.Book-Now-button-orange-0304-lg

    Please contact us if you would like to hire us as facilitators, consultants or trainers. Martin 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:
    See Martin’s site for coming Sociocracy and Mindfulness workshops: http://2bwow.org.uk/workshops/
    November (tbc): Shift2 – an unConference. Following the success of Shift, we’re hosting another.

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

    Red_Butterfly_86x80Workshop hosted by There’s Better Ways Of Working, a trading name of Thriving Planet CIC, in partnership with Caterfly.

  • 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.

    Please click on subscribe for low volume training updates and new blogs

  • 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?

    facebook_32

    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

  • What is Open Space?

    What is Open Space?

    Image: Annette Zera: The Law Of Two Feet / Butterflies

    What is ‘Open Space’?

    Open Space Technology, commonly Open Space, is a social technology, a tool for helping people to rally around a shared challenge, with minimum obstacles and maximum efficiency. It is used to organise large meetings, gatherings, conferences, problem solving and summits in which everyone has the opportunity to participate on their own terms.

    Open Space is nothing new. The process was developed by Harrison Owen in the 1980’s and it has been applied countless thousands of times, in at least 135 countries, in a variety of ways, with groups of just a few people to several thousands, from hours to several days, and longer. However, the basic process and principles perhaps reach back into ancient human history.

    Open Space offers a clear framework for allowing us to achieve remarkable things. Open Space embraces complexity and chaos, yet it remains confoundingly simple while enabling creativity and productivity to flourish.

    The results can not only be dramatic, but its effect on participants used to the confines of careful planning, hierarchy, telling others what to do and being told what to do, can be transformative and enriching.

    “Everything the Power of the World does, is done in a circle.”
    Black Elk, in Black Elk Speaks

    Who is it for? What does it do?

    Open space events have many applications. The most obvious one is as an alternative form of a conference – a conference without speakers, where the participants’ heart-felt issues are at the centre of discussion. This form can be applied in a multitude of settings, wherever there is an issue people have a common passion about, in

    • communities
    • political gatherings
    • peace talks
    • neighbourhoods
    • research or
    • specialist areas.

    Open Space is a completely opt-in event, so invitations go out to many people and those passionate about the theme turn up.

    Within organisations Open Space can also be applied for more specific purposes.  Open Space can be used for:

    • product design and development (synchronisation)
    • strategy development, bringing in whole workforce
    • supply-chain issues, coordinating suppliers
    • redesigning the organisation, bottom up
    • innovation and prototyping, including customers
    • complexity problem solving using diverse perspectives
    • collective intelligence letting future emerge
    • inviting an organisational transformation process

    It is this latter application, inviting the relevant workforce to co-create an implementation or a transformation that our Caterfly Open Smart Transformation is concerned with.

    In all case Open Space is a way of inviting a larger number the workforce into the process, thus opening the space for a larger view of things, rather than leaving it to a few select people to manage.  This is particularly important where there are big issues at stake which ignite the passions of many people.  The self-organising aspect of Open Space enables any number of people to be involved efficiently and constructively.

    Open Space Events can be from 1/2 day to several days.  It should be noted, however, they are far more effective and powerful when run over 2 or 3 days.  This is because the first day tends to focus on current and past issues, and after a night’s sleep new ideas and energies are created which means the second and third (action planning) days are far more creative, and make use of the synergies of the minds present.

    How does it work?

    The basic process is counter intuitively straightforward:

    * Clearly define the challenge, and express it in a few words. This is what you are inviting participants to get enthused about.

    Photo: Stanley Park / World Open Space on Open Space 2009
    Photo: Stanley Park / World Open Space on Open Space 2009

    * Everyone sits in a big circle. A facilitator gives some basic instructions, then lets them get on with it.

    * There is no prepared agenda, just a big blank board with available time slots and areas to use. Participants are invited to articulate what they really want to know, share, discuss or work on, and co-create the agenda with whatever sub topics they want.

    * People then work out what seems most important, urgent or interesting to them, and go there. Some people will likely end up either flitting about from discussion to discussion, or getting a cup of tea and serendipitously having just the brain wave or interaction they need right there.

    * Through the event people share what they’ve done, thus building a kind of ‘collective consciousness’ of the whole shebang.

    * Toward the end of the event, everyone comes back together in a big circle and shares what they did, learnt, or what they want to happen next.

    * Usually all participants get an anthology of the summaries of each session, perhaps with a plan of action, or key outcomes.

    * Go home and let go, until the time comes to do something again.

    Turn up if you want to, do what feels important, let others do what they feel is important, let go and allow it to happen in whatever way participants conspire to make happen. 

    The reason it seems to work

    Leaders and facilitators allow people to work it out for themselves and get out of the way. No one is coerced, and no one has to be there. Opt-in participation devolves responsibility to individuals to choose to follow their passion.

    light bulbs sketched on chalkboard Many small ideas make a big oneThere are some basic principles to help people let go of trying to be in control, and embrace what is actually happening. A metaphor would be a surfer, who rather than trying to direct the waves, finds the right place to catch one and ride it.

    There is just one firm rule, known as The Law Of Two Feet, although it is more of a playful hint than strict instruction. The Law says that ‘if you are neither learning nor contributing, it is your duty to find another place to be.’ Rather than choosing a session and being stuck in it or feeling obliged, participants are encouraged to move around, increasing impact and efficiency for the individual, for each sub group, and for the whole.

    Rather than try to solve a problem with just one brain, perhaps the boss or a management team, or trying to engage numerous individuals over a long period of time, Open Space harnesses the creativity and skills of everyone, all at once. What might take a dedicated team many months, gets accelerated over a very short burst, and results in more brilliant solutions that no one could have predicted.

    Organising people is hard work and inefficient. Helping people to organise themselves is surprisingly easy, effective and energising. Meanwhile, it becomes easier for people to really engage, and those voices can be heard which often aren’t.  Open Space works particularly well where there is no known outcome, with very complex issues and where any form of pre-planning is futile as letting the future emerge rather than trying to control is essential.

    Relax nothing is under controlA part of how Open Space came to be discovered, was Harrison Owen’s experience while co-organising a conference. It took a lot of effort. People showed up, and sat passively in rows of chairs listening to experts. But when the coffee breaks came, the event came alive, buzzing with spontaneous conversation. The coffee break was the best bit. Open Space is an attempt to turn the entire experience into something like the coffee break. Some people started thinking of it as the opposite of a conference, and now the term unConference has become more common.

    Lastly, Open Space events can also be significantly greener, utilising human resources more than material. I often refer to them as ‘compostable conferences.’

    And that’s it.

    “There is no order without chaos.”
    Harrison Owen at TEDx, Dancing with Shiva: Are we working too hard? 

    Further reading and Videos:

    Wikipedia: Open Space Technology

    Harrison Owen’s Brief History of Open Space

    Open Space World resources

    How Caterfly is pioneering Open Space for Innovation and Kaizen or using it in organisations to invite cultural transformation

    Caterfly’s model is based on Daniel Mezick’s innovative Prime/OS™ model, using Open Space to adopt Agile working and more

    Chris Corrigan article, on using Open Space to solve complex problems

    Huffington Post Business article, Opening The Space For Innovation

    Martin Grimshaw’s Open Space Facilitator’s Checklist

    Open Space Facilitators around the world: Open Space World Map

    A large collection of video samples in Evocative Open Space Videos, especially the following 3 short videos give a good overview of what Open Space is and what it looks like in action:

  • 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