Organisational Design Sprint empowers agile self-reorganisation

Case study: How a team designed, planned & agreed their own reorganisation in 5 days using agile and organisational design sprint methodology

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Every cloud has a silver lining, so they say. But sometimes it can be difficult to see it. Until you change your perspective.
As we get busier and busier in our roles, it seems that everything has to be done quicker and quicker. And I, for one, have been doing all I can to push back against this. Like most of us, I have seen the consequences in bad decisions, poor preparation, stress, and inefficiency.

The organisational design sprint perspective

5 chevron image of design sprint methodology that was applied to organisational design sprintHowever, recently I have been involved in an experience that has turned this upside down, in one regard at least. Earlier this year,
I applied the principles of Jake Knapp’s Design Sprint process (illustrated above) to one of my normal Organisational Design workshops.
The client, an international process control company, is an adopter of Agile approaches. Thus, with their agreement, it seemed the right fit. As a result, I discovered that ‘too little time’ can have an amazing catalytic effect on engagement, creativity, commitment, ownership and even the quality of the outcome.

time constraints can have a catalytic effect

That said, this wasn’t just a matter of halving the time to achieve the same outcome. It definitely wasn’t about doing more with less. And it is here that the shifts in perspective come in.
The first shift in perspective is that the outcome of a Design Sprint is not actually the design. It is a team of people who can readily deliver the design many times faster than would otherwise be possible.

the people are the product

The second shift in perspective is to deliberately not take things too seriously. This is in order that the discussion doesn’t get bogged down in debate. This was reflected in two key principles: “80% right is good enough” and “We are ‘tourists’ into a range of potential futures”
3 minute quadrant timerThese shifts in perspective meant that timeboxing the activities (e.g. “Off the bus, you have 3 hours to do Florence – go!”) forced strategies which prioritised and covered a lot of ground quickly.
We used a lot of timers (like the one on the right) and the process actually felt Agile.

Utilising our collective unconscious

From this it will probably be obvious that the early decisions were not taken as a result of rational analysis and detailed evaluation. ‘Gut feel’ and intuition played a big part in the selections being made.
Therefore, there is an act of faith implicit in this approach: That people’s collective unconscious knows more of the situation than they realise. This is particularly true given the design team included the customers of the design. This close subconscious understanding (in the right mix, and with the right tools) will naturally develop alignment to viable answers.

the unconscious knows more than we realise

To many reading this, this will be an anathema, even heresy. And yet, much of recent management wisdom is recognising the importance of our unconscious and emotions in dealing with the emergent complexity and uncertainty of the future.
Furthermore, the result is not totally dependent on ‘feeling’. There are checks and balances applied within the later stages of the process. The resulting conclusions are thoroughly tested and evaluated through more-obviously-rational processes.
And the surprise is, they pass!

Creativity not conflict

In addition, we notice that by proceeding at pace, had other Agile advantages. Debates that would have cost a lot of time in the early stages are often rendered moot by insights from later work.
Idea touring ideation within the agile design sprintBy ‘touring’ into possible futures, we can suspend early decisions. We can hold them open to a point where we have the data and insight to resolve them. And by holding solutions lightly, we can maintain our options, and our speed.
This tends to highlight the irony in the idea that our
normal, protracted debates are somehow more rational than the Design Sprint process. The fact is, as everything becomes more complex, we rarely have all of the facts. As a result, the entrenched debates we find ourselves in often owe more to opinion and emotion than we may be willing to admit.

The power of paradigms

To be fair, adopting this approach was actually not as big a step for me as it might at first appear. I was already more than half-way there on the ‘people are the product’ thing. As past articles on the purpose of meetings, and their role in developing potential will attest.
However, the interesting thing about paradigms is that the roots can go far deeper than we realise. I thought I truly believed in the product being the people. And yet I now realise that I still clung on to the safety blanket of securing proven tangible outcomes.

when we release paradigms we release potential

Once I had let go of that safety blanket, amazing things were released alongside it. And in this I have to commend my clients, whom I have found to be astonishingly open, forgiving, and enthusiastic in embracing the possibilities of things. Agile by nature. Without that, my fear of the potential consequences of failure would not have allowed me to fully let go of a sense of responsibility for the tangible.

Transformational impact

The Organisational Design workshop was conducted with a fairly junior team. Many of these were opposed to change at the start of the workshop. But by working in the ways described above, they:
  • defined cleaner slicker processes and committed to a major reorganisation of reporting structures to achieve it
  • designed multiple practical changes to support this, and developed the skills to replicate this approach
  • tested the ideas with their colleagues, included their feedback, and gained their approval and support
  • shocked the MD with how much their attitudes and understanding had changed from Monday to Friday
  • felt empowered, confident, trusted, successful and proud of what they had achieved and who they had become
As a consequence, we did get ‘proven tangible outcomes’. Actually, more of them than I would expect from my normal workshops. But these outcomes arose naturally out of people’s growth and development. Which, I guess, is sort of inevitable in hindsight.
However, I do feel obliged to repeat that this was not driven by seeking to do more with less. This was about seeing time constraints as a tool, as a catalyst, with the requisite thinking to make it so. It was not driven by seeing time as a cost to be minimised.

Efficient design-thinking processes

In reality, the team actually spent more time on thinking, but they did not dwell on things, or get entrenched on isolated details. Each ‘too little time’ episode was part of a greater thinking strategy. A strategy which ensured a more systemic and efficient consideration of the whole issue and its context.
This was rooted in proven thinking tools. Without such tools it is all too easy for the mind to revert to its hidden biases. And for teams to disappear down rabbit-holes of debate.
The overall organisational design sprint process laid out on the whiteboardIn fact, most of the activity and discussion took place within or around visual thinking tools of one type or another. These enabled people to better see the details within the context of the wider picture. And thereby to regulate their own input. Furthermore, the visual element enabled people to see their own ideas within the flow of the overall process, and their part in the conclusion. And it created a permanent structured pictorial record of the journey to get there. A record that can be used as a digital twin of the organisational changes.

as humans our short term memory is not all that good but our spatial memory is awesome – Jake Knapp

The picture above illustrates the overall process and the wide range of thinking tools used. However, for reasons of client confidentiality it conceals the detail. It may look complex, but it is worth noting that many of the people who took part in this workshop held junior administrative roles. And yet they used the layout to win their colleagues  over to the proposed solutions.

A creative environment

The five days were help in a state of the art conference facility. It consisted of a central room with a U-shaped table, enabling easy facilitation. This was surrounded by four comfortable breakout rooms, each with their own screen. The facility was light and airy, with a lot of glass and white uncluttered walls. Ideal for putting up flipcharts and templates for teams to work on. And yet the walls remained largely unused until the last day.
Mural whiteboard visible on laptop screenInstead, all of the group work, plenary sessions, sticky-note generation, and moving things around, took place on a virtual whiteboard. Every member of the team was equipped with their own laptop. These they took with them into breakouts, and brought back into plenary. All of their ideas and exploration was conducted through the laptop, empowering everyone to contribute at once. Discussions took place face to face, but input was captured and assimilated via the whiteboard.

the best of virtual and physical combined

Everyone could see all aspects of what was emerging for themselves. But to aid discussions, breakout leaders could project their view onto a large screen, as could the facilitator in the main room. The overall result was the best of both worlds. Easy activity and engagement with templates and visual content. But with physical proximity and human contact.

Agile self-reorganisation

The conclusions arrived at by the team in just one week have been quickly accepted and implemented. This illustrates the speed and power of the design sprint process. And it also demonstrates a number of Agile principles applied to self-reorganisation. In particular: Delivery in 5 days; close daily co-operation; motivation and trust; co-location; energising pace; good design; prioritisation and focus; daily reflection; and (quite literally given it was the intended outcome) self-organisation.
Furthermore, the process and the designed outcome are a living electronic document (whiteboard). This enables the process and the outcomes to be easily reviewed and repeated. See insight landscaping.

tools are key to constructive thought in a complex context

The tools and the layout have been key to ensuring that everybody was able to contribute constructively and efficiently.
But all this still required that act of faith. So, perhaps I should leave the final words to the wisdom of St Augustine, who said: “The act of faith is to believe what you cannot see. The reward of faith is to see what you believe.” I have a sense that this idea is going to become increasingly important to all of us as our collective future unfolds.
Helpful Resources: Virtual Flipcharts | Timers | Participation Hacks

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Deploying meaning to fully engage hearts minds and ideas

Case study logo - picture of open file and magnifying glassCase Study: How strategy engagement matrices aligned disparate groups behind a shared purpose

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In the past, water technologies had been a bit of a Cinderella industry. Working along in the background with limited investment. But over recent decades, growing ecological concerns have begun to bring water much more into the limelight.
As focus and opportunity shifted, one particular group of businesses came together to better engage with this.
They were the Water arm of a large multinational engineering conglomerate. Three separate businesses, with complementary technologies.

bringing businesses together

The newly appointed CEO wanted to bring the three businesses together. His intention was to create one business better positioned to engage with the emerging opportunities. The CEO was already familiar with the power of Strategy Engagement Frameworks from past experience. He believed, rightly, that it would help him better engage his new team in a shared purpose to make it happen. And he asked us to help.

Objectives of the Strategy Engagement

Hands together as metaphor for engagement in a shared goal through deploying meaningHe believed that the key to success for new Water Technologies organisation was to:
  1. Generate the level of growth and margin that the parent company looks for in its benchmark organisations
  2. Create a shared purpose, not only in terms of structure and process, but also in behaviours, attitudes and beliefs
  3. Develop synergies within the digital and other industries of the parent organisation. And to gain the cultural and performance (Agile and excellence) benefits of that approach
  4. Deploy meaning and develop personal senses of responsibility in all staff in order to: break down silo perspectives; take systematic ownership for achievements; and develop people and cross-functional teams to achieve their full potential
  5. Strategically engage with relevant elements of the parent company’s global portfolio to reduce the organisation’s dependency on municipal markets and their attendant 5 year cycles
The goal therefore was: to engage the energy, skills and motivation of the team in fleshing out what these things mean in practice for Water Technologies; to determine a common set of objectives in support of this; to define how those objectives will be fulfilled both in the near future and in the longer term; and to build commitment to deliver those plans together.
Pretty much what every company needs really. But with one key difference. The power of the Strategy Engagement Matrix in delivering and sustaining it.

Starting with where people are

Interview prior to Strategy Engagement Workshop - Courtesy-Gustavo-Fring-via-PexelsOur approach to this type of work begins with individual interviews of the leadership team. Transforming an organisation is always a journey, an adventure. Everybody changes. But to make those changes efficiently, we need to know where we are starting from.
Our interviews helped us develop a complete picture of people’s hopes and aspirations; their dreams and their concerns. Their ideas, and their blindspots; their passions and their dislikes; and their priorities and needs. From these interviews we could develop a complete picture of  key consistencies and differences in the collective view; particularly where there was consensus and where there was disagreement.

journeys start where you are

And we could begin to map out the most likely journey; a practical route for moving from the current situation to whatever success might mean. A means of building on consensus and resolving the differences to achieve coherence, a shared purpose, and an agreed way forward.
The interviews also helped us to build rapport and trust. A realisation that individual perspectives were valued and respected within the process. And a confidence that the outcome could be better for everyone.

Clarifying where they want to be

We then held a workshop to work this all through together. Beginning with an analysis of the start point, and confirmation that it reflected their reality.
From this we could begin to develop a shared picture of success. Success not just in performance and operational terms, but also in cultural and human terms. A picture that truly reflected what success meant to them and their responsibilities for the business.
Creating meaning - visioning process using a range of visioning tools in a workshopWe used a range of participative and visioning tools to pull individual proposals into a shared picture of success. One which was not only supported by everyone. But which everyone agreed would make them proud, and was worthy of the  investment of the next three years of their lives.
Furthermore, a picture that would fulfil the business expectations placed upon them. And be sufficiently robust to meet the needs of their changing market and context.

set goals that are worthy of your life

This picture fell into 6 main areas: Customers; Growth; Productivity; Sustainability; People; and Finance. We used metrics to further define these and describe positive progress for each area. And we set targets for each by means of the clothesline tool.

Configuring for success

Developing process models for the strategy engagement matrix - finding ways to better deploy meaningClearly, this picture of success is to be delivered by the different parts of the organisation working together.
But organisational structure is a choice, and some structural choices deploy meaning better than others. They provide better leverage over achieving the results.

organisational structure is a matter of design

With this in mind we asked people how they would define the different elements of the organisation required to deliver our goals. And then we asked how we could best group and configure those elements. How we might arrange them for maximum agility, impact and creative potential.

agile organisational structure is a matter of meta-design

Breakouts worked on different models, each with different strengths and weaknesses. We then selected a base model, and further refined its structure by borrowing strong ideas from the other models to address its weaknesses.
In the end, the titles given to the primary groups were fairly conventional: Sales and Marketing; Supply Chain; Execution; Product Management; Aftermarket and Service; Finance; HR and Support. However, the design and components within each one were new.

Engaging them within the Strategy Matrix

Working on the strategy engagement matrix to deploy meaning and promote creative solutionsThe workshop had deliberately been held in a very large room with extensive wall space.
The wall space enabled us to lay out the longest wall to represent the six goal areas as rows, and the seven primary groups as columns. Which created areas of approximately 30cm by 70cm at the intersection of each row and column.
Plenty of space to explore what each group needed to deliver if it was to ensure the success of each goal. The resulting matrix served as a means to deploy meaning from the top level goals into the primary groups.

deploy meaning systematically

We began splitting into seven groups. Each exploring what their group was capable of achieving currently in yellow sticky notes. And then adding in green sticky notes to reflect its further potential to leverage the goals.
Then we split into six groups, each taking responsibility for a goal area. And considering whether the proposed contributions would ensure the goals were met. Would they bet £500 of their own money on it. They then added further pink sticky notes of what was necessary to give them that confidence.

betting your own money accesses a different
level of thought

This gave us a complete picture of what would be required. Each cell reflecting responsibilities for each group in delivering each goal. The group then further refined these by looking at the the output as a whole, and soliciting further ideas and concerns. And then working through them together.

Prioritising innovation and improvement

People were asked about their confidence that the proposed leverage of the objectives could be achieved. That the workload would be manageable. This led to the realisation that we would need to prioritise on the most important things. We split again into breakouts, and used sticky dots to identify what was essential, and align it with what was feasible.

seeing the whole picture

For the first time, the leadership team could see fully what it was trying to do, and how it could configure itself to deliver it. It could see how the different parts needed to work together to achieve it.
The matrix clearly deployed meaning from the top level goals into each part of their strategy. Furthermore they could better see themselves as a team rather than heads of functions. They could see that it was ALL their responsibility, not just siloed bits of it.

Deploy meaning to expand strategy engagement

However, the leadership do not have all the best ideas. Nor is it sufficient to rely solely on their ownership.
The point about strategy engagement is to draw in the ideas and ownership of everyone. To deploy meaning right down through the organisation. So the next step was to use the big picture to engage those that actually do the work.
Teams were pulled together to take responsibility for each primary group (business area). Each had an appointed leader from the workshop.

to engage people harness their ideas

The role of the team was to understand the logic so far, and to translate this into clear goals for each of the business areas. To include their own aspirations and ideas for what might be possible.  And to formulate a proposal back to the leadership team.
In some cases, they developed their own strategy engagement matrix. Embracing their own vision of success for their group. Deploying meaning even deeper into the organisation. And being creative in considering the local structure to deliver it.

Harmonising the approach

A second leadership workshop was held to receive the proposals from the different groups. These were used to update the top level Strategy Engagement Matrix. The leadership team could then consider whether it wanted to make counter proposals. It could also use the information to reconsider the targets it was setting itself.

a living picture of how everything connects

The end result was a complete framework which linked everyone’s work back into the vision of Water Technologies. People could see clearly where they fitted in, and their potential to make a difference. Furthermore the framework provided a practical framework for holding together Agile teams.

Developing the roof of the strategy engagement framework - looking at x-team communication and collaboration

The final step, in workshop terms at least, was to ensure effective communications as plans progressed.
The Strategy Engagement Matrix includes for a half matrix looking at the interrelatedness of the teams. This ‘roof’ matrix enables the teams to meet together and understand whether their individual goals place them in conflict or synergy. It then enables them to work out what communication they need between them: Whether they need regular updates to avoid treading on each others toes; Or whether they would benefit from planning shared projects.

Empowering progress

Clearly, there were some role changes required in Water Technologies as a result of this work, but this was effected very easily. The purpose-centric definition of the new business areas, and the responsibilities therein, clearly helped in defining these. And by the ownership of individuals created as they defined their own roles and contributed their ideas.

the result was a transformation in Water Technologies performance.

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Relevant Links:

An early example from 1997: The Designer Organisation