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Company-wide Agility with Beyond Budgeting, Open Space & Sociocracy

Survive & Thrive on Disruption

Today, companies are expected to be flexible and both rapidly responsive and resilient to change, which basically asks them to be agile. By combining Beyond Budgeting,Open Space, Sociocracy, and Agile, this book provides a practical guide for companies that want to be agile company-wide.

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Notes to the 2nd edition:

This second edition reflects such updates as: the new Agile Fluency Model, the renaming / rebranding of Statoil to Equinor, and some small additions to complexity. We also enhanced the description of Organizational Open Space and explain how it differs from Liberating Structures.

Enjoy insights in the book shared by Jez Humble, Diana Larsen, James Shore, Johanna Rothman, and Bjarte Bogsnes. Find out what Spotify, ING, Ericsson, and Walmart say in the book.

Quotes from early readers:

  • “[This is] a very important book. My hopes are that it will be the missing link between agile for teams and the flexible, adaptive and humane organisations we want to build. It’s a great book. Thanks for writing it!” ~Sandy Mamoli, author of Creating Great Teams
  • “Just as Spotify has worked hard to make all aspects of product development align well and work together - I see Jutta and John in this book exploring methods and processes that will work very well across the whole company.” ~ Anders Ivarsson, Spotify
  • “I love how those practices [are] integrated and summarized into actionable recommendations.” ~ Yves Lin, Titansoft
  • “Really wonderful balance of structure and space, rigor and creativity, that you're suggesting.” ~ Michael Herman, Openspaceworld.org
  • “Company-wide Agility with Beyond Budgeting, Open Space and Sociocracy [...] makes an important case for companies to regard trust and autonomy the norm, rather than a privilege. [...] Overall a great overview of how leaders can reimagine the way power is distributed within their companies.” ~ Aimee Groth, Author of The Kingdom of Happiness: Inside Tony Hsieh’s Zapponian Utopia

This book invites you to take a new perspective that addresses the challenges of doing business in a volatile, uncertain, complex, and ambiguous world.

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Author

About the Authors

Jutta Eckstein

Twenty years of experience in coaching, consulting, training, and development. Main focus on agile processes, patterns, project management, adaptive organizations, and advanced object-oriented design.

Jutta Eckstein works as an independent coach, consultant, and trainer. She holds a M.A. Business Coaching & Change Management, a Dipl.Eng. Product-Engineering, and a B.A. in Education. Her know-how in agile processes is based on over fifteen years’ experience in project and product development. She has helped many teams and organizations all over the world to make the transition to an agile approach. She has a unique experience in applying agile processes within medium-sized to large distributed mission-critical projects. This is also the topic of her books 'Agile Software Development in the Large', 'Agile Software Development with Distributed Teams', and 'Retrospectives for Organizational Change'. She is a member of the Agile Alliance and a member of the program committee of many different European and American conferences in the area of agile development, object-orientation and patterns. At the last election, Jutta has been designated for the Top 100 most important persons of the German IT.

Stay in touch with Jutta:

  • http://linkedin.com/in/juttaeckstein
  • http://jeckstein.com
Leanpub Podcast

Episode 97

An Interview with Jutta Eckstein

John Buck

John Buck is President of GovernanceAlive LLC, an international training and consulting organization headquartered Washington, DC, USA. The firm also offers mediation and meeting facilitation services. John has taught many training workshops on sociocracy and led many implementation projects for a variety of organizations, more recently expanding to include BOSSA nova. He serves on the boards of various other organizations. His research and development is ongoing. For example, he is working with Fujitsu’s advanced software lab to develop Weaver, software that helps meetings go better – in-person, online, and asynchronous.

John Buck has extensive management experience with government and corporations, including managing large information technology projects. His clients span the globe and include plastics manufacturers, schools, colleges and universities, long-term care facilities, co-housing groups, NGOs, food producers, and software companies. He holds an MA in Quantitative Sociology from The George Washington University.

Translations

Translations

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Contents

Table of Contents

Release Notes to Second Edition

Acknowledgments

Introduction

  1. IGathering the Band

1.Today’s Challenges

  1. 1.1Challenges For Companies
  2. Size
  3. People
  4. Digital Revolution
  5. Collision of Values
  6. Summary of Challenges for Companies
  7. 1.2Challenges With Expanding Agile
  8. Difficulties with Agile at Scale
  9. Attempts at Company-wide Agility
  10. Summary of Challenges with Expanding Agile
  11. 1.3Summary of the Overall Challenge

2.Tuning the Instruments

  1. 2.1Developments We Considered
  2. 2.2Tools For Analysis
  3. 2.3Considered But Didn’t Use
  4. 2.4Converging Streams
  5. Beyond Budgeting
  6. Open Space
  7. Sociocracy
  8. Agile
  9. 2.5Summary
  10. IIImprovising the Tune

3.Self-organization

  1. 3.1Challenges for Self-Organization
  2. 3.2Perspectives from the Different Streams
  3. Beyond Budgeting
  4. Open Space
  5. Sociocracy
  6. Agile
  7. 3.3Additional Perspectives
  8. Insights from Sandy Mamoli, nomad8
  9. 3.4The New Synthesis - Self-Organization

4.Transparency

  1. 4.1Challenges with Implementing Transparency
  2. 4.2Perspectives from the Different Streams
  3. Beyond Budgeting
  4. Open Space
  5. Sociocracy
  6. Agile
  7. 4.3The New Synthesis - Transparency

5.Constant Customer Focus

  1. 5.1Challenges with Establishing Company-wide Customer Focus
  2. 5.2Perspectives from the Different Streams
  3. Beyond Budgeting
  4. Open Space
  5. Sociocracy
  6. Agile
  7. 5.3The New Synthesis - Constant Customer Focus

6.Continuous Learning

  1. 6.1Challenges for Continuous Learning
  2. 6.2Perspectives from the Different Streams
  3. Beyond Budgeting
  4. Open Space
  5. Sociocracy
  6. Agile
  7. 6.3Additional Perspectives
  8. 6.4The New Synthesis - Continuous Learning

7.A New Tune

  1. 7.1A New Organigram
  2. Static View
  3. Dynamic View
  4. Discussion of cross-functional teams
  5. 7.2Summary: The Four Values As Instruments in the Band
  6. 7.3Final Thought
  7. IIIShall We Dance?
  8. Gain a New Perspective
  9. Start Experimenting
  10. Diagnose Your Organization
  11. Keep Reflecting

8.Strategy

  1. 8.1Trust
  2. Probe: Do we need standardized metrics?
  3. Probe: Is trust cheaper?
  4. 8.2Alignment
  5. Common Aim
  6. Collective Ownership
  7. Feedback
  8. 8.3Equivalence
  9. Probe: What would happen if we emphasized transparency company-wide?
  10. 8.4Experimentation
  11. Probe: Can we be more scientific?
  12. Probe: Can we really learn from failure?
  13. 8.5Reflection

9.Structure

  1. 9.1Cross-Functional Teams
  2. Probe: Is cross-functionality actually useful?
  3. 9.2Relationship with Customer
  4. Probe: Can reflective meetings improve customer relations?
  5. 9.3Feedback
  6. Double-Linking
  7. Multi-Stakeholder
  8. Production not Support does the Leading
  9. 9.4Reflection

10.Process

  1. 10.1Meeting Techniques
  2. Probe: Can group reflection improve problem solving?
  3. Probe: How can we include customer feedback in each board meeting?
  4. 10.2Understanding Your Customer
  5. Probe: Can our customers learn from us and would that be attractive to them?
  6. 10.3Production
  7. Probe: Can you have a process that is “in flow?”
  8. 10.4Feedback
  9. Individual and Team Growth
  10. Learning Strategies
  11. 10.5Innovation
  12. Probe: Can we organize transformative learning?
  13. 10.6Reflection

11.Dance Around the Clock

  1. 11.1Revisiting the Challenges from Chapter 1
  2. Size
  3. People
  4. VUCA World and Digital Revolution
  5. Collision of Values
  6. Expanding Agile
  7. More work to do
  8. 11.2How to use the probes
  9. Example: Adapting the Hiring Process (Our own box)
  10. 11.3Now Roll Your Own
  11. 11.4Strengthening Fluency
  12. Insights from Diana Larsen and James Shore, Agile Fluency Project
  13. Indicators of Fluency in Strengthening
  14. IVParty Time
  15. The Four Values
  16. Connected Perspective
  17. Societal Awareness
  18. Summary

Bibliography

  1. For Part I - Gathering the Band
  2. For Part II - Improvising the Tune
  3. For Part III - Shall We Dance?
  4. For Part IV - Party Time

Appendix

  1. Beyond Budgeting Principles
  2. Open Space Principles
  3. Sociocracy Principles
  4. Agile Principles

About Jutta Eckstein

About John Buck

Other Books by the Authors

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