Sociocracy 3.0 - Patterns for Self-organizing Teams

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  • Sociocracy(3.0Pa#erns(forSelf%organizing-TeamsSociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 1

  • Who$has$heard$of...Sociocracy

    Dynamic(Governance(/(Circle(ForwardHolacracy

    Teal%Organiza,onsResponsive)Organiza/ons

    IntrinsifyNew$Work

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 2

  • Sociocracy(3.0:a"frameworkof#pa&erns

    for$collabora)onSociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 3

  • Agile&redefined:Sustainably!crea&nga"valuable"productwith%happy%people.Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 4

  • A"Bit"of"History

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 5

  • Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 6

  • Design'GoalsSociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 7

  • Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 8

  • In#a#Team#People#Come#Together#to#

    Collaborate

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 9

  • Shared'Values'Define'Culture'and'

    Guide'Ac5ons

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 10

  • Values'enable'effec,ve'collabora,on

    reduce'misunderstanding

    align'decision'making'and'ac0on

    a-ract/like1minded/members,/partners/and/customers

    values'should'be'subject'to'regular/reviews

    values'change,'and'we'can'choose'to'adopt'values

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 11

  • Sociocracy(3.0's(Principles

    ...are%also%values

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 12

  • Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 13

  • Pa#erns(for(Collabora.on pa$ern:)template)for)successfully)naviga6ng)a)specific)challenge

    principles)facilitate)adapta6on)of)pa$erns)to)your)context

    sources:)

    sociocracy

    agile)methods

    lean)produc6on

    new)pa$erns)will)be)discovered))also)by)you!

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 14

  • Circles(and(Consent

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 15

  • Circlegroup&of&peersself%organizedtemporary)or)permanent

    makes&decisions&by&consent

    in#person#or#by#delega/onSociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 16

  • Circles(Make(Be-er(Decisions(Than(Individuals more&knowledge

    more&engagement

    more&crea0vity

    more&commitment

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 17

  • Self%Organiza-onAbility'of'an'open'system'tospontaneously+and+purposefullycoordinate*its*elements

    under&appropriate&condi-onsWithout!the!Help!of!an!External.Agency.Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 18

  • Self%Organiza-onstrategy(|(product(|(plans(|(contractsrole%assignment%|%compensa0on%|%dividendorganiza(onal*structure*|*work*process*|*values

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 19

  • Consentthe$absence$of$objec-onseveryone'can'"live&with&it"good$enough$for$nowsafe%enough%to%try

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 20

  • Maintain&Equivalence:

    Avoid&DiscussionFacilitate(Rounds1. Pick'a'random'person'to'start

    2. Everyone'speaks'in'turn

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 21

  • Evolving(Decisions

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 22

  • We#can#already#evolve#Products,Business'Models'and'Work'Processes.Can$We$Con(nuously$Evolve

    Everything?Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 23

  • Let's&MakeEvery&SingleDecisionan#ExperimentSociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 24

  • 1.#Iden(fy#Mo(ve

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 25

  • The$Driver shared(mo+va+on(for(ac+on((the("why")

    situa+on((needs

    focus(on(the(present,(not(future(or(assump+ons

    replaces(goals,(aims,(mission,(vision,(purpose

    easy(to(review(

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 26

  • 2.#Design#the#Experiment

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 27

  • Proposal(Forming collect'considera.ons'and'ideas'in'

    larger'circle

    create'proposal(s)'in'small'group

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 28

  • 3.#Commit#to#Run#the#Experiment

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 29

  • Consent'Decision'Making

    collect'objec*ons'from'everyone'affected

    objec*ons'reveal'knowledge

    can'you'"live'with'it"'un*l'the'review?

    "contract'of'consent"

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 30

  • Validate(Objec-ons

    Does&the&objec,on&relate&to&this%specific%agreement?

    Does&this&objec,on&reveal&how&an&agreement...

    ...has&risks%or%nega1ve%side4effects?

    ...is&in&conflict&with&our&shared%values?

    ...nega,vely&affects&someone's%ability%to%contribute?

    ...can&be&improved&significantly?

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 31

  • Resolving*Objec/ons ask%proposal%owner

    ask%member%with%objec4on%to%amend%proposal

    facilitator%amends%proposal

    "How%would%you%solve%this"%%round

    Brief%Dialogue%%2%or%3%people

    refer%to%proposal%forming

    drop%the%proposal

    ReCwork%%delegate%back%to%another%circle

    Form%a%temporary%circle%to%review,%research,%revise

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 32

  • Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 33

  • 4.#Review#and#Evolve

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 34

  • Governance)Mee+ng

    circle'mee)ng'at'regular'intervals'(234'wks)

    tensions'may'trigger'early'review'of'policy

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 35

  • People&and&Roles

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 36

  • Role%Defini*on%and%Improvement

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 37

  • Common%Roles

    facilitator

    logbook-keeper

    mee1ng-manager

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 38

  • Elec%on(by(Consent

    Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 39

  • Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,((2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 40

  • Performance*Improvement*ProcessCon$nuous'improvement'of'the'effec$veness'of'people'

    in'role