What’s new in the February Deep Dive workshop

February’s Agendashift Deep Dive isn’t just the first of the year, it’s the first since I delivered the manuscript for the 2nd edition (publication is due in March). The revision process has helped me identify a number of improvements to the workshop materials. More significantly – and as I mentioned in my previous post on strategy [1] – we have been digging some deep foundations in systems, organisation, and personal development over the past 18 months or so, work of a kind that takes its time to feed through.

There are two main elements coming now to the foreground. One is pre-existing, familiar to followers of this blog, and receiving an upgrade; the other is new. But before I introduce them, a reminder of what Agendashift is: it’s an engagement model. And what does an engagement model do? My definition [2] states that they have three jobs to do:

  1. To structure and support the work of those that would encourage innovation, change, and transformation
  2. To help the organisation engage its staff meaningfully in change-related work
  3. To keep the the organisation’s parts engaged with each other as they change

Visualised:

2021-01-18-engagment-model

The upgraded and new elements in Agendashift speak to the Organisation box in that picture:

  1. Wholehearted, our mission [3]
  2. The Deliberately Adaptive Organisation, a non-prescriptive but still powerfully diagnostic model of business agility

In the 2nd edition you will see Wholehearted reconciled to two foundational models, Bushe & Marshak’s Generative Change Model [4] and Stafford Beer’s classic Viable System Model (VSM) [5]. Out of that reconciliation come a number of base assumptions [6] that Deep Dive participants will have the opportunity to validate, reject, or reflect on. (I’ll share them here once the book’s out.)

Book-wise I nearly left it there, but after sketching out an appendix with more detail on how that reconciliation worked, I felt compelled to add a whole new final chapter, Up and down the Deliberately Adaptive Organisation, a title inspired by Robert Kegan & Lisa Laskow Lahey’s Deliberately Developmental Organisation [6]. My model plugs theirs, Agendashift, Sociocracy [7], and OKR [8] into VSM. Thanks to the way that VSM scales – fractally – the combination is able not only to describe team-level, organisational-level, and people-level agility in one self-similar model, it reveals some of the organisational issues that Agile delivery frameworks either ignore or exacerbate [9].

For the Deep Dive, the Deliberately Adaptive Organisation helps to put several of our tools into better perspective, including:

I may also add an exercise on those scaling issues.

Details of that February Deep Dive:

And before that:

For all three workshops, all the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask. Many of those considerations apply to private workshops also.

For the Deep Dive especially, if you think that you might become an Agendashift partner, partner discounts make it well worthwhile to get on board before you sign up to the workshop.

References

[1] If you are not already engaging on strategy, the time to get serious is now (January)
[2] agendashift.com/about
[3] agendashift.com/wholehearted
[4] The Dynamics of Generative Change, Gervase Bushe, Gervase R. Bushe, (BMI Publishing, 2020)
[5] The Fractal Organization: Creating Sustainable Organizations with the Viable System Model, Patrick Hoverstadt, (John Wiley & Sons, 2008)
[6] Organizational Culture and Leadership, Edgar H. Schein, (Jossey Bass, 5th edition, 2016)
[7] An Everyone Culture: Becoming a Deliberately Developmental Organization, Robert Kegan & Lisa Laskow Lahey, (Harvard Business Review, 2016)
[8] We the people: Consenting to a Deeper Democracy, John Jr. Buck & Sharon Villenes, (Sociocracy.info Press, second edition, 2019)
[9] What the (Lean-)Agile scaling frameworks don’t give you (December)


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If you are not already engaging on strategy, the time to get serious is now

2021 promises to be a big year for Agendashift and I want to share a train of thought that crystallised over the closing weeks of 2020 as I finished the 2nd edition*.

Most Agile process is built around the autonomous team. The uncomfortable truth though is that many if not most of those teams get little meaningful opportunity to participate in strategy. Surely it is a funny kind of autonomy when strategy is something that happens to you!

The flip side of the same coin: business agility depends on rapid adaptation, but it’s a funny kind of adaptive strategy when it doesn’t know how to listen and learn.

Tackle those two problems together and you get loads more benefit for free. With authentic participation in strategy you get engagement. And with that, ways of working and broader aspects of culture become natural and integrated ingredients in the way forward, neither compartmentalised off (sterile when separated from mission), nor imposed (almost certainly self-defeating).

This is of course where Agendashift comes in. Not only do we know how to facilitate those conversations, we give you the tools to keep doing it yourself. And it’s not just the workshops; how to make the process of continuous transformation self-sustaining is a key focus of ours, to the extent that much of the past 18 months has been spent digging deep foundations in systems, organisation, and personal development.

As I write, the four nations of the UK each enter new levels of lockdown, a situation sure to be echoed in different ways around the world. Yes, there’s some light at the end of the tunnel this time, but there can be no doubt that the world of work has changed forever. If you’re a leader and your strategy process does not already invite meaningful engagement, the time to get serious is now. And we can help, whether that’s directly, working with your internal coaching team, or through one of our partners. Get in touch or check out our partner directory right away.

If you’re a practitioner in (Lean-)Agile, strategy, &/or organisation development – one of those is enough if you buy into our mission of building wholehearted organisations – you can be that help. From the start, Agendashift has been accessible and affordable. And there’s no time like the present: join the partner programme now and your discount on the February Deep Dive will cover your first year’s membership.

autonomy

*The 2nd edition gets delivered to the publishers tomorrow for publication this quarter

Upcoming

The workshops continue to evolve at quite a pace and watch out for some new developments this year. In the calendar so far:

All the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask. Most of those considerations apply to private workshops also.

For the Deep Dive especially, if you think that you might become an Agendashift partner, partner discounts make it well worthwhile to get on board before you sign up to the workshop.


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Agendashift 2020 roundup

I don’t wish to dwell for long on the pandemic but what a year! We’re still staying safe (we have a vulnerable family member so we’re ultra careful), made the clear decision to move Agendashift online very early on (pre lockdown, and not just temporarily), and in a weird way it has been highly productive. With all of that in mind, let me take this opportunity to express my sincere gratitude to everyone the Agendashift community around the world for your encouragement and inspiration through this extraordinary period. Thank you.

In this edition: A quick December roundup; Upcoming; Top posts of the year, recent and classic

A quick December roundup

Out just this week:

  1. Right to Left (2019, audiobook 2020) has been published in German. A big thank you to Chris Steindel for her translation, to the team at dpunkt.verlag for making it all happen, and to Markus Hippeli for championing the project
  2. The latest addition to the media page, I was interviewed by Ian Gill for the Agility by Nature podcast

I have meanwhile a complete draft of the Agendashift 2nd edition that I’m happy with. Very happy in fact – for me it’s now the best of my three books but we’ll see next year what the world makes of it! While we wait, reading (or listening to) Right to Left would be excellent preparation if you’ve haven’t done so already.

Work on the 2nd edition is context to my more recent blog posts. Most-read so far this month:

  1. A postscript to ‘How I Choose my Models’
  2. What the (Lean-)Agile scaling frameworks don’t always give you
  3. How I choose my models (October)
  4. What I really think about Scrum (August)
  5. The IdOO pattern meets ‘Good Obstacle, Bad Obstacle’

Finally, today’s #community Zoom is the last until January 14th. Details on Slack.

Upcoming

The workshops continue to evolve at quite a pace and watch out for some new developments next year. In the calendar for early 2021:

All the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask. Most of those considerations apply to private workshops also.

For the Deep Dive especially, if you think that you might become an Agendashift partner, partner discounts make it well worthwhile to get on board before you sign up to the workshop.

Top posts for the year

Recent:

  1. What I really think about Scrum (August)
  2. #2MBM: Meaning before Metric, Measure before Method (July)
  3. I’m really enjoying Challenge Mapping (June)
  4. The language of outcomes: 1. Identifying the adaptive challenge (January) – and the rest in the series, some of which would make this list in their own right
  5. The audiobook is out! Right to Left: The digital leader’s guide to Lean and Agile (May)
  6. How I choose my models (October)
  7. Agendashift as framework (April)
  8. Still not a fan of the PDCA cycle or the continuous improvement initiative (October)
  9. Making it official: Agendashift, the wholehearted engagement model (January)
  10. Aka the ‘And when X…’ game (February)

Classic:

  1. My favourite Clean Language question (January 2019)
  2. There will be caveats: Warming cautiously to OKR (September 2019)
  3. From Reverse STATIK to a ‘Pathway’ for continuous transformation (October 2019)
  4. Stringing it together with Reverse Wardley (February 2019)
  5. How the Leader-Leader model turns Commander’s Intent upside down (June 2018)

And yes, carried over from the positiveincline blog, Introducing Kanban through its values (2013) is still going strong.


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workshop 2x1

The IdOO pattern meets ‘Good Obstacle, Bad Obstacle’

Finishing up the writing of the Agendashift 2nd edition (linkedin.com) I’ve made two updates to the IdOO pattern resource. The first is in the wording of this “definition”:

IdOO image

What’s different:

  1. “real, relevant, representative” – this is quoting Good Obstacle, Bad Obstacle [1], the name of a workshop exercise that like the IdOO pattern itself is new to the 2nd edition, also of a webinar recording and some associated resources
  2. “generated” – in case it needs to be said

Further to that second point, the IdOO deck (obtainable via the IdOO page) includes this version of the slide:

IdOO 2020 12

This is to emphasise that the generative process represented by the IdOO pattern needn’t be linear. If you’re at Outcomes, for example, “What stops that?” or “What obstacle might be in the way of that?” [2] takes you back to obstacles. From either Obstacles or Outcomes, the Challenge Mapping [3] question “Why is that important?” may take the conversation in the direction of the Ideal.

What the IdOO pattern gives you is a simple structure into which your favourite generative questions (and frameworks thereof) can be used, resulting in conversations that can be more strategic in nature than those coaching conversations whose main goal is to get to the next commitment. In the 2nd edition’s first two chapters you’ll see the Discovery and Exploration activities explained in those terms. But that’s not IdOO’s only use: it reappears as an ideation pattern too.

I can’t yet give a publication date, sorry! If you want to stay posted you can subscribe to the mailing list.

[1] Good Obstacle, Bad Obstacle (agendashift.com, video and associated resources)
[2] For a discussion on those two question forms, see The language of outcomes: 2. Framing obstacles (January 2020)
[3] See I’m really enjoying Challenge Mapping (June 2020), also some related links on the IdOO pattern page


Upcoming workshops

All the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask.

And if you think that you might become an Agendashift partner, join before the Deep Dive and the partner discount on the workshop covers your membership!


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What the (Lean-)Agile scaling frameworks don’t give you

[Minor edits 2020-12-11 and again 2021-01-08 with an updated title. It is now aligned to the final version of the manuscript that went to the publisher this week] 

Not a gratuitous provocation but putting it out there for review. The text below comes from the final chapter of the forthcoming 2nd edition of Agendashift; it’s a quick first draft (written today) and I want feedback! The chapter is new to the 2nd edition; it is titled Up and down the Deliberately Adaptive Organisation and the excerpt below comes at the end of a section called Scaling up.

For context, we have by this point reconciled Agendashift with a powerful diagnostic tool, the Viable System Model (VSM). Stafford Beer’s classic model has lessons for all organisations that have the desire to “meet the demands of surviving in the changing environment”.

What the (Lean-)Agile scaling frameworks don’t give you

I can’t help noting that not everything identified in this reconciliation exercise is addressed well by the scaling frameworks. If you’re looking to one of those as the basis of your Deliberately Adaptive Organisation or (somewhat equivalently) as a model of business agility, here are five things that you may need to attend to yourself:

1. Meaningful experimentation

A worthwhile proportion – perhaps even the majority – of your delivery capacity will need to be devoted to objective-aligned insight generation. There is nothing adaptive about ploughing through backlogs of requirements and hoping for a good outcome. Random experimentation isn’t adaptive either; whilst it flexes some important muscles and can be a useful source of innovation, unless the bulk of it is meaningfully aligned to shared objectives (and driven from them in a way that creates meaning for the people doing the work), it’s unlikely to take you very far.

2. Meaningful negotiation between levels based on trust and transparency

If you’re not careful, cascading hierarchies of objectives end up as backlogs of requirements to be ploughed through, and we know where that leads. Dressing up that hierarchy in Agile terms – saga, epic, feature, story, etc – doesn’t change that.

Remember that what’s asked for, what’s needed, what’s possible, and what’s sensible are four different things. Moreover, each level will have its own language, its own way of looking at things, and its own measures of success, and it’s not helpful when one level projects (or worse, imposes) theirs onto another. Instead: trust-building transparency, then mutual understanding, then alignment.

3. Containers for multi-level, multi-loop organisational learning

I’m referring of course to your framework’s equivalent of the Outside-in Service Delivery Review (OI-SDR) and VSM system 4 more generally. How does your framework help you build and evolve shared models of the system and the world outside? How strong are the expectations of learning that it creates? How does it challenge? How does it help you monitor progress towards objectives? How does it challenge? How does it ensure that intelligence and insights are shared quickly across the organisation?

4. Meaningful participation in strategy

Let me say it again: It’s a funny kind of autonomy when strategy is something that happens to you. Now let me add that it’s a funny kind of adaptive strategy if it doesn’t know how to listen. What we have here are two organisational antipatterns that Agile frameworks – scaled or otherwise – has done little to address. Perhaps it’s unreasonable to expect that they would, but when they’re sold as transformative models of organisation I believe that some scepticism is entirely appropriate.

5. Meaningful self-organisation at every scale

Not just who does what (better described as self-management), but self-organisation as the interplay between structure and spontaneity – who collaborates with whom, at whatever scale, and with what potential. How does your framework both encourage that to happen and ensure that when it happens it is done well?

How well does your scaled (Lean-)Agile implementation demonstrate those five things? The most likely answers are “not very” or “not at all”. If you’re thinking of embarking on a framework-based scaling initiative, I would suggest that it may pay to attend to these issues first. You’ll then be in a much better position both to understand what the frameworks still have to offer and to make whatever further changes now seem necessary.

To be clear, I’m not anti-framework. To understand how a scaling framework really works is to appreciate how its patterns have been integrated, and there’s definitely value in that. But anyone thinking that it’s cool to roll out a large framework waterfall-style is living in the 1990s! Expert-driven ‘tailoring’ doesn’t fundamentally change that. Much better to use your expertise to help people experiment with combining patterns from the full range of sources at their disposal.

Related:


Upcoming workshops

All the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask.

And if you’re thinking of becoming an Agendashift partner, it pays to sign up to that first (in fact it might even pay for itself).


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A postscript to ‘How I Choose my Models’

With a view to referencing it in the Agendashift 2nd edition I’ve been checking out the new Cynefin book Cynefin – Weaving Sense-Making into the Fabric of Our World (Dave Snowden & friends). It’s a book with many contributors and I wasn’t 100% sure what to expect but I’m enjoying it! If you have any interest in Cynefin I would definitely recommend it.

Despite appearances, this post isn’t about Cynefin. One contribution by Anne Caspari and Johann Entz von Zerssen really resonated with me, especially these two paragraphs from Anne (quoted with her permission):

I (Anne) come from 15 years of critical engagement with integral theory, adult development, and all kinds of change theories. When I started working with these theories and frameworks, they helped me immensely. They opened up my thinking and gave me a means to counteract both gross and subtle reductionism in practical work. This was especially helpful to me in my project management work in environmental planning and sustainability contexts. Adult development theory also helped me understand some of the phenomena I encountered in coaching and leadership work.

Over time, however, I experienced a growing scepticism around a new kind of reductionism that crept into most applications of these theories that often went unobserved by the respective communities. Examples include developmental bias (“we need to develop people”) in large parts of the integral theory scene and some very formulaic and linear applications of change theories (“step 5: find deeper meaning and purpose”).  Since this kind of uneasiness is hard to pinpoint and address, I just noticed that I kept away. I settled at the fringes of these communities and did my own thing. 

Yes! This! Exactly!

Anne’s struggle is the same as the one that triggered (via an outburst over Zoom of which I am not proud) the How I choose my models post. And the really funny thing: Andrea Chiou, the target of my outburst agrees with me. Violent agreement is a strange beast! From our Slack channel #what-i-am-reading (I pasted the above quote there as soon as I read it):

It is the ‘we need to’ of the ‘we need to develop people’ that annoys me. It separates ‘us’ from them -> increasing the gap between the ‘experts’ and the underdeveloped others.

And yes, you are doing your own thing.

It has been in fact a very interesting few weeks, one of those times when you’re really glad to be part of a diverse and supportive community with knowledge in areas I’ll never be expert in. My gut instinct hasn’t changed, I stand by every every word I wrote in How I choose my models, and yet I’ll be referencing some of that developmental stuff (caveated of course) in the 2nd edition.

The title of a new 6th and final chapter, Up and down the Deliberately Adaptive Organisation, is inspired by Robert Kegan & Lisa Lahey Laskow’s Deliberately Developmental Organisation (DDO), a model described in their interesting but slightly scary book An Everyone Culture. The surprise (not least to me) is that the DDO model comes from the same stable as Adult Development Theory, my “trigger”! I’m grateful to Jonathan Sibley for pointing me in that interesting direction, also to Teddy Zetterlund for some earlier seed-sowing.

I’ve learned that living by these three bullets of mine is harder than I thought:

  • Models that have withstood scrutiny over a length of time
  • Models that treat the individual’s agency, creativity, and problem-solving ability with the utmost respect
  • Models that help to scale up the preceding

If I’m not going to ignore a ton of potentially valuable and relevant work, there’ll be times when I will need to remind myself that the model, my reaction to it, and the reactions I observe in others or fear from them, are different things. What helps to win me – albeit cautiously – over to DDO is that this is part of the model itself. Not in an especially self-aware way methinks, but it’s a start.

A last word to Jonathan, which I apply first to myself:

A great challenge is to build a model and then hold it lightly. And sometimes, followers hold the model more tightly than the founder does!


Upcoming workshops

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Agendashift roundup, November 2020

A quick one this time in advance of the big 2020 review next month. In this edition: New media; Upcoming workshops; Top posts

New media

Added to the media page this month:

Upcoming workshops

All the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask. We have a quorum already but the more the merrier.

Top posts

  1. How I choose my models
  2. The Outside-in Service Delivery Review (OI-SDR)
  3. Agile Uprising discusses Agendashift’s Leading with Outcomes workshop
  4. My favourite Clean Language question (January 2019)
  5. How the Leader-Leader model turns Commander’s Intent upside down (June 2018)

oi-sdr-slide-2020-11-07


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The Outside-in Service Delivery Review (OI-SDR)

oi-sdr-slide-2020-11-07

It’s something of a work in progress but I have given the Outside-in Service Delivery Review (OI-SDR) its own page now, agendashift.com/oi-sdr, its content Creative Commons (CC-BY-SA). It’s long overdue – the OI-SDR was introduced in the 1st edition of Agendashift (2018), described more fully (with a case study) in chapter 5 of the  Right to Left: The digital leader’s guide to Lean and Agile (2019, audiobook 2020) and it will be revisited big time in the Agendashift 2nd edition due early 2021.

I don’t want to give too much away just yet but you can expect the second edition to be a lot stronger on questions of organisation, leadership, and (self-)governance than the first, and the OI-SDR is a key part of that (moreso than might be obvious at first glance). Meanwhile, there’s plenty in Right to Left if you haven’t already read that or listened to it, and the Deep Dive workshop – see Upcoming workshops below.

Related

Upcoming workshops

All the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask. We have a quorum already but the more the merrier.


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Agile Uprising discusses Agendashift’s Leading with Outcomes workshop

On Sunday evening I got a very nice surprise – Twitter alerted me to this new episode from the Agile Uprising Podcast additional to my interview with Jay only a few weeks ago:

Listen here. SPOILER ALERT (per their tweet): take this course!

Slightly embarrassingly, when this went out on Sunday I had only this month’s Deep Dive workshop in the calendar. Naturally, this includes a deeper version of Leading with Outcomes, but still! So in gratitude to Jay and Mike the first public Agendashift workshop of 2021 will be Leading with Outcomes, scheduled late enough in the my (UK) afternoon for folks based in the Americas to join.

All the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask.

And I’ll mention this just this once: discount code UPRISING for 15% off either/both events.

workshop 2x1


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Agendashift roundup, October 2020

In this edition: Media – recordings, articles, etc; November Deep Dive; Updates to Celebration-5W; Progress on the 2nd edition; Top posts

Media – recordings, articles, etc

Released this month:

I’ve taken the opportunity to gather these and similar resources from the past year or more on a new media page, agendashift.com/media. Over time I’ll add dig out some Agendashift-era conference recordings etc also. If you have any favourites you think I should add, let me know!

Thanks for those I’ve added so far go to the Cutter Consortium, Jay Hrcsko (Agile Uprising podcast), Martin Aziz & team (SquirrelNorth), Joe Auslander & Jakub Jurkiewicz (Joekub podcast), Ben Linders (InfoQ), Rahul Bhattacharya (Agile Atelier podcast), Mo Hagar (Agile on the Edge podcast), John Rouda (A Geek Leader podcast), Paul Klipp & Justyna Pindel (Agile Book Club podcast).

November Deep Dive

17th-20th November: Agendashift Deep Dive: Coaching and leading continuous transformation – eight 2-hour sessions over four days, EMEA-friendly timing. A practical, hands-on experience of Agendashift, the wholehearted outcome-oriented, engagement model.

All the usual discounts apply: repeat visits (not uncommon), partners, gov, edu, non-profit, country, un- or under-employment, bulk orders. If you think that one might apply to you, do please ask. We have a quorum already but the more the merrier.

Updates to Celebration-5W

There is a new version 4 deck for our workshop kickoff exercise, Celebration-5W. Like most of our exercises, games, templates etc it is Creative Commons (CC-BY-SA) and you can obtain it via its resource page agendashift.com/celebration-5w.

The main changes:

  • I’ve tweaked a key slide – see the image below – to suggest some initial iteration between When and What; the discussion (if not its later presentation) begins here
  • Unhiding the initial slides for facilitators – they weren’t showing up in Dropbox
  • In those initial slides for facilitators, the quote from Agendashift is now from the pending 2nd edition (more on that in a moment)

celebration-5w-2020-10-30

Progress on the 2nd edition

A couple of blog posts this month flow from (among other things) work on the 2nd edition of Agendashift:

From the second of those, nearly 3 weeks old now:

I’ll be pulling out all the stops, integrating (as Agendashift has done consistently for a long time) ideas and experience from Lean-Agile, organisation development, and strategy

Glad to report that this work on the 5th and final chapter is not only well underway, I can see the light at the end of the tunnel now! Just a few more sections and I’ll have a first complete draft and I’ll be at the “90% done and still half the work to do” stage. I’m not quoting dates yet but quarter 1 of 2021 seems very doable.

Top posts

Recent:

Classic:


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