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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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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Good obstacle, bad obstacle: The recording

The recording of yesterday’s webinar Good Obstacle, Bad Obstacle is now live on Youtube. You can find it and all the links mentioned in it gathered together here:

I’ve added the deck to the Agendashift Assets Dropbox and you can request access to it via the above page. It’s CC-BY-SA, so feel free to have some fun with it.

While we’re here, let me repeat Monday’s updates, starting with the November Deep Dive:

Don’t hesitate to ask for a discount code if you think you might qualify on grounds of country, non-profit, government, educational, etc. Also if you’d be a repeat participant, of which there have been a good number!

Jay Hrcsko interviewed me the other day for the Agile Uprising podcast and you can listen to the recording at the link below. Thanks Jay, that was a lot of fun!

Also in the “just happened” category, Cutter Consortium has just published an article of mine in the form of an Executive Update. It’s a little dense compared to my books but it was fun rehearsing that particular chain of thought for the Agendashift 2nd edition. Grab it here:


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From: Good Obstacle, Bad Obstacle

Happening (or just happened)

Update: The webinar recording is now live – see here

Happening: Good Obstacle, Bad Obstacle; Agendashift Deep Dive. Just happened: Agile Uprising podcast; Cutter Consortium paper

Tomorrow’s free webinar is sailing close to the 100 participant limit (to the point that I’ve asked anyone who can’t attend to cancel) but there are at the time of writing a single-digit number of tickets available. Get yours here:

After that, the next big event is the November Deep Dive:

Re that one, don’t hesitate to ask for a discount if you think you might qualify on grounds of country, non-profit, government, educational, etc. Also if you’d be a repeat participant, of which there have been a good number!

Meanwhile, Jay Hrcsko interviewed me the other day for the Agile Uprising podcast and you can listen to the recording at the link below. Thanks Jay, that was a lot of fun!

Also in the “just happened” category, Cutter Consortium has just published an article of mine in the form of an Executive Update. It’s a little dense compared to my books but it was fun rehearsing that particular chain of thought for the Agendashift 2nd edition. Grab it here:

And thank you Andrea Chiou, Jonathan Sibley, and Jon Cashmore for your help – very gratefully received!


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From: Good Obstacle, Bad Obstacle

Good obstacle, bad obstacle

Some important diary updates since last month’s end-of-month roundup:

  • Free webinar: Good obstacle, bad obstacle (EMEA)
  • Agendashift Deep Dive workshop (EMEA)
  • 5 hours for the price of 4 at the next Leading with Outcomes workshop (Americas)

Free webinar: Good obstacle, bad obstacle

If, as the old saying goes, “what stands in the way becomes the way”, it pays to choose the right obstacles! And we’ve found it to be true: with agreement on outcomes as the most powerful basis for change that we know, it’s important to start with obstacles that are real, relevant, and that don’t constrain solutions unduly.

Book your place here:

It will be recorded, but if I sense enough demand to run this for other timezones I will add future dates in due course.

Agendashift Deep Dive workshop (EMEA)

By the power of Zoom we last held our Deep Dive workshop – our flagship – for the Americas; it returns to the EMEA timezone in November. Details here:

Although scheduled for EMEA it will be early enough in the day for some folks from APAC to attend. Ping me for discounts based on country, non-profit, educational, government, etc. Also bulk discounts – I’ve had enquiries already!

5 hours for the price of 4

As of the next Leading with Outcomes workshop, it’s now two sessions of 2½ hours each. It was already in the calendar as two sessions  of 2 hours each, so it’s now 5 hours for the price of 4! More here:

And a big thank you to the healthy quorum of participants already booked onto this workshop for kindly agreeing to the change.

Upcoming workshops

The full list, the next one as soon as next week:

workshop 2x1


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Devs not clear about strategy? It’s likely way worse than that

A quite common issue surfaced by the Agendashift Delivery Assessment is that so-called delivery teams (and I don’t just mean developers and other technologists) aren’t clear about things like vision, purpose, and strategy. Digging into what was apparently a source of real frustration at one client a few years ago, I asked a product manager what he and his colleagues in the product team were doing to keep these things at the forefront of minds and conversations in their technology team.

His answer?

“They never asked”

I was unable to stop my jaw from dropping! At my unguarded reaction he tried hastily to row back, but not very convincingly.

Show me a development team not involved in the strategy conversation and I’ll show you one that delivers code but not insights, features but not intelligence, and products that are mediocre at best, meeting the spec but failing to satisfy. You don’t want that. No strategist worth his salt wants that. No business can afford that kind of failure for long, but work in a strategy bubble and it’s what you get.

The systems theory around this issue is well known, developed since the middle of the last century. A key lesson is that if you neglect the necessary interplay between organisational processes such as strategy and delivery (to name but two), you put your independent existence – your viability – under real threat. Happily, much of the associated practice is now highly accessible to a 21st century audience – the startup community lives by it – so there’s little excuse not to be guided by the theory.

As for Agendashift, it’s built into our mission statement, right there in the middle:

wholehearted-16x10-2020-03-15

The practical side is reflected in the bottom half of the new framework overview (see the recent announcement Agendashift as framework):

Agendashift overview 16x10 2020-04

The pattern Just-in-time (JIT) strategy deployment is the second of two key generative patterns in Agendashift, and is itself several patterns for the price of one. It describes strategy as being (and I quote):

“developed and refined collaboratively (with varying degrees of participation) over time and in response to the feedback generated through its implementation, solutions emerging from the people closest to the problem”

Agendashift has always been about strategy – whether transformation strategy specifically or strategy more broadly – but it can’t (and doesn’t) ignore delivery. If you’re struggling to connect the two adequately, read that page and take (I hope) some inspiration. And for a whole book’s worth, start with the highly accessible Right to Left: The digital leader’s guide to Lean and Agile. If you’ve not read any of my books before, this one is almost certainly the one to pick first.


Upcoming online workshops

All online, and all with your truly (Mike Burrows) unless otherwise specified:

For the latest workshop and speaking events check the Agendashift events calendar.


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Agendashift as framework

So here it is, slowly revealing itself online over the past few weeks, and now ready for the formal announcement and some background. It’s the biggest update to Agendashift since the 2018 book and it prepares the ground for a second edition.

New &/or updated:

Previously announced, and updated again in line with the above:

The last of those is of course the basis of Agendashift’s recent rebranding:

Agendashift as framework

From the framework page:

These pages describe Agendashift – the wholehearted engagement model – as an open framework for continuous, outcome-oriented transformation.

Agendashift is primarily for use by agents of strategic change, with or without an explicit Lean-Agile agenda. It is not intended as a replacement for the likes of Scrum, Kanban, or SAFe; neither do we consider it a way to choose between them. Our clear opposition to the imposition of frameworks on the unwilling does not make us anti-framework; rather we’re pluralists, celebrating frameworks as exemplars and sources of patterns that combine in interesting ways.

We don’t however pretend to be neutral. Outcome-orientation is not a neutral stance. If these pages give you a fresh perspective on other frameworks and help you avoid yet another failed or mediocre implementation, that’s definitely for the better. Moreover, it’s not hard to see that whole system engagement and strategy deployment are useful models for delivery in complex environments.

In the past I’ve been a little reluctant to describe Agendashift as a framework, for reasons similar (I guess) to those of the Kanban community: compared to Scrum, SAFe etc, it’s not the same kind of thing at all! Then in Right to Left I made a point of always describing these as process frameworks, solving that problem. And from chapter 3, Frameworks and patterns:

 [The word ‘frameworks’] has multiple meanings. Some of them – Scrum and Lean Startup most especially – are frameworks in the sense that they provide some minimal structure into which specific practices can be introduced. Others – DevOps and Design Thinking for example – are frameworks in the different sense that they provide a particular perspective to an organisational problem and an array of techniques with which to approach it.

Within the context of change and transformation, both definitions apply to Agendashift. What makes the second one particularly interesting is that Agendashift’s needs-based and outcome-oriented perspective has an impact on how you think about and operate delivery too – certainly if you take it to the level of a resolute stance (which of course I do). You could say that this is how I went from Agendashift: Outcome-oriented change and continuous transformation (2018) to Right to Left: The digital leader’s guide to Lean and Agile (2019). Read that and you’ll never look at a process framework in quite the same way again.

Key changes

Principles

I’ve tweaked the wording of principles 1 & 5 (there’s a before & after comparison on the principles page):

principles-2020-04-04

This feels like a good place to start so I’ve made them a little more prominent.

Patterns

This is new. Agendashift can now be summarised as two generative patterns:

Understand those, how they relate to each other, and how they challenge the status quo, and you’re a long way towards understanding both how Agendashift works and why it exists.

I’m presenting the patterns ahead of the five core activities – Discovery, Exploration, Mapping, Elaboration, and Operation – a demotion for those if you like. Certainly I see this as a significant change. Although the patterns are an addition, it’s one that seems to crystallise and simplify; one of the reassuring things about Agendashift is that the more it develops, the easier it becomes.

You may have noticed that I sneaked IdOO into Monday’s post Doing Agendashift online (4 of n): Ideal, Obstacles, Outcomes (IdOO). Behind the scenes there was a flurry of activity making everything ready in time!

idoo-2020-03-25

No doubt I’ll be referencing the second pattern – Just-in-time Strategy Deployment – in a later installment of the Doing Agendashift online series and I’ll keep my powder dry for now. Give it a read meanwhile!

A new overview picture

Bringing it all together:

Agendashift overview 16x10 2020-04

Don’t worry: despite appearances my long-held caveats on the subject of cycles remain. I leave you with this post-workshop tweet from friend and workshop participant Allan Kelly:


Upcoming online workshops


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The language of outcomes: 5. Between ends and means

This is the 5th and final part of a series looking at the language of outcomes and its lessons for leadership. If we’re keen to see collaboration, self-organisation, and innovation in our organisations, how should we conduct ourselves? What behaviours should we model?

The 5 posts of this series come roughly in the order that its leadership lessons arise in our workshops:

  1. Identifying the adaptive challenge
  2. Framing obstacles
  3. Generating outcomes 
  4. Organising outcomes
  5. Between ends and means (this post)

As ever:

  • Subscribe to our mailing list, and whilst you won’t get every post as an email, you will get our monthly roundups and you won’t miss a thing, I promise!
  • Scroll to the end of this post for news of upcoming public workshops in which you can experience what I describe for yourself

5. Between ends and means

The typical Agendashift workshop involves multiple planning sessions. In a classic transformation strategy workshop as described in the Agendashift book [1], for example:

  1. Discovery: capturing not just where we’d like to get to, but some of the key outcomes we’d like achieve along the way
  2. Exploration: driven by the assessment [2], working forwards from opportunities, usually starting at a lower level of detail compared to anything seen in Discovery
  3. Elaboration: ideas, hypotheses, experiments, impact, etc – what we’ll actually do, the next level of detail captured on a just-in-time basis

(Sometimes we like to switch the first two around – maybe days apart – and that’s fine)

An outside-in strategy review workshop as described in Right to Left [3] might include a separate planning session for each of the five ‘layers’ – Customer, Organisation, Product, Platform, and Team. In the Wholehearted:OKR workshop [4] we take those layers in two groups, the first two (Customer and Organisation) on day 1, and the remaining three on day 2.

The different levels of detail or organisational concerns are interesting and useful, but so too is the separation between what Ackoff [5] calls ends planning and means planning:

  • Ends planning: where we’d like to get to and why
  • Means planning: where we will commit our efforts, with what resources, and how

Organisations too often jump straight to means without paying adequate attention to ends. This is change management as project management, with the solution – the Agile process framework, say – already chosen! The last few decades are littered with the repeated failures of that approach, and yet it persists, even – and most ironically of all – in the Agile community.

There’s a clear lesson there, and Agendashift provides practical ways to do both kinds of planning in the transformation and strategy spaces. There are some more subtle lessons though.

One important subtlety, and I’m grateful to Ackoff for the clarification, is that ends and means can be relative. Consider again these three sessions:

  1. Discovery: capturing not just where we’d like to get to, but some of the key outcomes we’d like achieve along the way
  2. Exploration: driven by the assessment, working forwards from opportunities, usually starting at a lower level of detail compared to anything seen in Discovery
  3. Elaboration: ideas, hypotheses, experiments, impact, etc – what we’ll actually do, the next level of detail captured on a just-in-time basis

If it is for a big enough scope (and that’s usually the case), most participants will experience Discovery very much as ends planning. Elaboration is clearly intended to be means planning.

For Exploration though, whether it’s means planning or ends planning can depend on your perspective. If you’re the sponsor, you’ll be glad to see teams fired up, engaged on the issues [6], prioritising a way forward. For you, that’s job done – means! On the other hand, if you suffer every day with those issues on the ground, exploring ways past them is an end in itself, a powerful motivation to change things, cathartic even!

The real lesson therefore is not just to practice ends planning from time to time, but to make sure that ends and means are properly understood relative to everyone’s different perspectives. Not just knowing the difference between outcomes and solutions, but knowing whose needs will be met by them. Not just resolving to avoid fixating prematurely on solutions, but having the awareness and skill to move easily between obstacles, outcomes, and solutions [7], the last of those lightly held, as hypotheses.

None of this will happen without the right people in the room. Again, if it’s collaboration, self-organisation, and innovation that you want:

Encourage solutions to emerge as & when they’re needed from the people closest to the problem [8]

Good advice generally, and especially so when those people closest to the problem are among those whose needs will be met. When the context is organisational change, it’s absolutely crucial.

Summary: The language of outcomes and its lessons for leadership

Yes, it may take a little discipline, but none of what I have described in this series is fundamentally hard. Yes, it takes some deliberate organisation design of the kind described in my books and explored in our workshops if it is to be sustained reliably over time, but that needn’t be a prerequisite for some real progress today. So why not start practicing now?

1. Identifying the adaptive challenge:

Without prescribing what the answer should be, ask questions that invite answers meaningful to the most stakeholders, exploring those answers just enough to be sure that everyone involved knows both whose needs they’ll be meeting and how they’ll be able to confirm that they’re being met. If the How can be deferred, don’t ask for it!

2. Framing obstacles:

If you want see collaboration, self-organisation, and innovation, identify real issues, taking care to avoid language that needlessly excludes people or possibility 

3. Generating outcomes:

Practice!

  • Practice asking questions to which you don’t already have the answer
  • Practice asking questions that don’t needlessly pollute the conversation with your own assumptions

4. Organising outcomes

Maintain a clear line of sight between decisions on the ground and overall objectives

5. Between ends planning and means planning (this post)

Encourage solutions to emerge as & when they’re needed from the people closest to the problem

References

[1] Agendashift: Outcome-oriented change and continuous transformation, Mike Burrows (New Generation Publishing, 2018)
[2] Agendashift™ assessments (agendashift.com)
[3] Right to Left: The digital leader’s guide to Lean and Agile, Mike Burrows (New Generation Publishing, 2019)
[4] Wholehearted:OKR (agendashift.com)
[5] Re-creating the Corporation: A Design of Organizations for the 21st Century, Russell L. Ackoff (OUP USA, 1999)
[6] “Obstacles, contradictions, and imbalances recognised and owned as opportunities for authentic engagement” – the first line of Our mission: Wholehearted (agendashift.com). See also its announcement, Making it official: Agendashift, the wholehearted engagement model
[7] See also Coaching for P.RO.s, (cleanlanguage.co.uk), Penny Tompkins and James Lawley, using slightly different terminology to Agendashift’s: problems, remedies, and outcomes
[8] What is Strategy Deployment (availagility.co.uk)

Acknowledgements

I’m grateful for feedback on earlier drafts of this post from Teddy Zetterlund, Thorbjørn Sigberg, Richard Cornelius, and Kert Peterson. And thank you Karl Scotland for reference [8].

Slide1


Workshops upcoming in 2020 – London (*2), Gurugram, Malmö, Tel Aviv, Oslo (*2), and online

For a 20% saving, use discount code LONDON2020 for the London workshops and NORDIC2020 for Oslo and Malmö.

See also our workshops and events pages – Switzerland and Australia to be added soon.


From the exciting intersection of Lean-Agile, Strategy, and Organisation Development, Agendashift™: The wholehearted engagement model
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The language of outcomes: 4. Organising outcomes

This is part 4 of a series looking at the language of outcomes and its lessons for leadership. If we’re keen to see collaboration, self-organisation, and innovation in our organisations, how should we conduct ourselves? What behaviours should we model?

The 5 posts of this series come roughly in the order that its leadership lessons arise in our workshops:

  1. Identifying the adaptive challenge
  2. Framing obstacles
  3. Generating outcomes 
  4. Organising outcomes (this post)
  5. Between ends and means

As ever:

  • Subscribe to our mailing list, and whilst you won’t get every post as an email, you will get our monthly roundups and you won’t miss a thing, I promise!
  • Scroll to the end of this post for news of upcoming public workshops in which you can experience what I describe for yourself

4. Organising outcomes

The generative conversations described in the previous instalment produce lots of great output, and when you have lots of great output, you need ways to organise it! From the simple 3-column Plan on a Page to the string of Mapping exercises, the different visual languages all help participants to see the wood from the trees and decide what’s important.

Ultimately, it’s about agreement on outcomes (Agendashift principle #2 – if there’s a more legitimate basis for change than that, I’ve yet to see it). The shared experience of making the agenda for change visible (Agendashift principle #3) is a big part of that, and how that agenda is organised matters quite a bit. Done well, it supports our next leadership lesson:

Maintain a clear line of sight between decisions on the ground and overall objectives

…if, that is, you want collaboration, self-organisation, and innovation, as per the introduction to every post in this series. And by way of a recap, if 1) those outcomes and their related obstacles are clearly related to meaningful needs, and 2) people are involved in their identification, articulation, organisation, so on, you get participation and engagement in the bargain! That’s our wholehearted mission [1], which describes both an end goal to aim for and something that you can experience right away.

When leaders support that “line of sight” maintenance process appropriately, it builds trust in people’s ability to make high leverage choices, preferring options that will deliver the most impact. And it scales very well! To put it another way, can you expect people or teams to give of their best in the absence either of shared objectives or that clear line of sight? Probably not, and it would be unreasonable in those circumstances to ask for it.

In our workshops, there are two sets of tools we use for organising outcomes:

  1. Template-based (or if you prefer, canvas-based)
  2. Sticky note based visual mapping exercises

They’re facilitated a little differently and I’ll describe them in turn.

Template-based

Here are the Plan on a Page (PoaP) template and the Outside-in Strategy Review (OI-SR) template:

You can see that the second one is based in the first, adding some new columns to the left and introducing a new vertical axis. Both templates are Creative Commons (CC-BY-SA) and available via our resources page [2]. Chapter 5 of Right to Left [3] mentions them both in the context of the Outside-in Strategy Review workshop, which is the platform on which our new Impact! [4] and Wholehearted:OKR [5] workshops are built. Plan on a Page is introduced in the opening chapter of Agendashift [6].

I usually facilitate these with people working in table groups of about 4 people each, with a whole-room debrief afterwards. For a long time I brought blank A3 paper for groups to work with; now I bring printed templates (A3 printers are ridiculously cheap now and I have my own).

To fill in these templates, it helps to identify the obviously short term and obviously long term outcomes first, with fewer of the latter than the former. With enough of those chosen, the interesting “signs that you’re winning” outcomes will be the bulk of the remainder. And working backwards (right to left) from the longer term outcomes works really well; from the way the outcomes were constructed, a natural structure emerges quickly. That “line of sight” is established!

Visual mapping exercises

A highlight of day 2 of the Advanced Agendashift workshop [7] is the ‘string’ of mapping exercises represented by the icons below. Moving to sticky notes, we can deal with much greater numbers of outcomes than would be practical with the paper-based tools.

Screenshot 2020-02-02 14.08.35

Option Approach Mapping is a pseudonym for the Cynefin Four Points Contextualisation exercise . It’s described in the Agendashift book (from start to finish, post-exercise debrief included) and also here:

We use the pseudonym because the exercise goes much better if the underlying model isn’t revealed until the end. No spoilers!

Option Relationship Mapping is quite new – originated by Karl Scotland and Liz Keogh only a year or so ago – and it took a while for us to settle on a name. We tried “Reverse Wardley Mapping” (for which I can only apologise), “Option Approach Mapping”, and “Option Orientation Mapping”, but none of these names quite stuck. You’ll see these now discarded names in the following blog posts:

Vindicating the new choice of name, of the three exercises it’s Option Relationship Mapping that does the most to “Maintain a clear line of sight between decisions on the ground and overall objectives”. As exploited in the Wholehearted:OKR workshop, it visualises a key step of OKR / 4 Disciplines of Execution (4DX), that of choosing key options that will have the most leverage.

However, if there’s time to do two or all three of the ‘string’ of exercises, I will! Option Approach Mapping (aka Cynefin Four Points) as well as creating some great talking points also sets up Option Relationship Mapping beautifully – this is described in the “Stringing it together” post I referenced above. Either/both of those exercises also ease the construction of the Transformation Map, a Story Map (kinda), with outcomes instead of user stories and a transformation “pathway” instead of a user journey for the map’s ‘spine’. The fun part is prioritising outcomes in their respective columns; the preceding exercises help to pre-sort the outcomes so that outcomes of similar levels of abstraction come together, making this part considerably easier.

Unlike the template-based exercises, I tend to facilitate these as whole-room exercises, combining each table group’s outcomes in the process. In Option Relationship Mapping this helps to build agreement on high level themes and objectives. Pathway Mapping does this too though a little less impactfully; also it identifies clearly where the work will start (prioritisation and then elaboration* being just-in-time activities).

*Elaboration (just in time): We often develop our chosen options for action in the form of a hypothesis that (among other things) describes its hoped-for impact as a list of outcomes. The techniques are well understood and I didn’t schedule a separate instalment in the series for this, but you can see that it’s outcomes all the way down!

Next: 4. Between ends and means (coming soon)

Notes & references

[1] Our mission: Wholehearted (agendashift.com, CC-BY-SA licence)
[2] Agendashift Resources (agendashift.com/resources)
[3] Right to Left: The digital leader’s guide to Lean and Agile, Mike Burrows (New Generation Publishing, 2019)
[4] Impact! Strategic outcome orientation for products and services (agendashift.com/workshops)
[5] Wholehearted:OKR – Bringing OKR to life with Agendashift (agendashift.com/workshops)
[6] Agendashift: Outcome-oriented change and continuous transformation, Mike Burrows (New Generation Publishing, 2018)
[7] Advanced Agendashift: Coaching and Leading Continuous Transformation (agendashift.com/workshops)

Acknowledgements

I’m grateful for feedback on earlier drafts of this post from Teddy Zetterlund, Thorbjørn Sigberg, Richard Cornelius, and Kert Peterson.


Workshops upcoming in 2020 – Tampa, London (*2), Gurugram, Malmö, Tel Aviv, Oslo (*2), and online

For a 20% saving, use discount code LONDON2020 for the London workshops and NORDIC2020 for Oslo and Malmö.

See also our workshops and events pages – Switzerland and Australia to be added soon.


From the exciting intersection of Lean-Agile, Strategy, and Organisation Development, Agendashift™: The wholehearted engagement model
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