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Überlegungen zur Systematisierung einer OE Action
Planning & Taking Roadmap für das E20 Projekt



                E20 Community
                Praxis-Workshop
                   24.04.2012
Agenda


  Ausgangssituation
  Überblick zu OE Theorien
  Handlungsimplikationen aus OE
   Theorieansätzen
  E20 Maturity-Modell als Grundlage
   für OE Action Planning & Taking Roadmap
  E20 / OE Action Planning & Taking Roadmap
Ausgangssituation


  Kultureller Wandel als          1. 2.0 Projects need change
   Voraussetzung und Folge         2. 2.0 Projects foster change
   von E2.0 Projekten




                                                              © Cordelia Krooß, BASF
  Differenzierte
   Betrachtung auf
   E2.0 Adoption
  In E2.0 Reifephase:       Adoption                  Transformation
   Change beinhaltet mehr    (Anwendung             (Integration neuer
                             neuer Techniken)   Techniken ins System)
   als nur Adoption
  E2.0 Projekt bedarf
   einer OE-Betrachtung
Meta-Überblick zu OE-Theorien

                                Tapping into system‘s                Collective action forms
 Systems survive: if externally wisdom is a must                     value => driver for „system to
 aware & internally adaptive                                         create energy to change“

                                                                                     Influencer: Language,
                                                             Social                  history, cultural specificity
                                  Systems
Change needs a holistic &                                Constructionism             (anthropologic sources)
                                   Theory
systematic alignment for                                     Theory                   Discourse & narrative =>
restoring congruence           Ludwig von Bertalannffy    Mead                        driver for accepting realities
                               Katz & Kahn                Berger & Luckmann

  Change: a participating                                                            Search of equilibrium betw.
  & collaborative process          Action                    Complexity              chaos (creativity) & stability
                                  Research                    Theory                 (efficiency)
Individual/group: active
role taking in observation                                                           Change cannot be driven
                               Kurt Lewin (AR)            Stacey
stage                          Tannenbaum (Group Dyn.)    Wheatley                   but must be forstered &
                                                                                     supported
         Change Model:         Learning by Doing         Watch out for level of Support for change processes:
         - unfreezing             Focus on Group         anxiety & power        ↑ Connections
         - moving                 Behavior (Group        differentials          ↑ Diversity
         - refreezing             Dynamics)              Enterprises today:     ↑ Information Flow
                                                         Complex adaptive systems
Handlungsimplikationen aus
OE-Theorien


                                                                     Participatory process to
                                                                      define norms & culture
 Interdisciplinary                                   Social          for digital social
  mix of people            Systems                                    interactions
 Steering commitee                               Constructionism
                            Theory                                   Narrative comms.
 Diagnostic events                                   Theory          (storytelling,
  for understanding                                                   storyboarding,
  of interdependencies                                                design thinking)
 Involve to co-                                                     Town hall meetings
  investigation             Action                  Complexity       Transparency over
 E20 playground as                                                   project results
  low-barrier-of-entry
                           Research                  Theory          Activity streaming &
  infrastructure                                                      people directory as
 Measure &                                                           important elements
  communicate effects
                          Mix of people
                           for diagnostics
                          Insure feeback cycle
E20 Maturity-Modell als Grundlage



   Overall
   Maturity Stages
   (by Cordelia Krooß)




                                    Individual
                                    Adoption Cycle
E20 / OE Roadmap: Critical Change
Moments, Processes & Stages



                                        Mass
                                       adoption
                                                                                                   Org 2.0
                   Positive Evaluation                                         Revision

                       of Piloting                                           Change on
                                      Design        Re-Assessment             org level
               Revision
                                          Change on                 Re-Assessment
                                                                                          Design
                                          group level
              Change on
              indiv. level                     Revision    Momentum
      Re-Assessment
                             Design                        of Business
                                                             Projects
                                                                          Business
               Seeding
                                                                       Transformation
E20 / OE Roadmap:
Change Measures

 α – Change
   difference in a measure before and after an intervention
   (better distribution of knowledge? Direct effect!)
 β – Change
   reassessment of the dimension in question
   (new challenge in performance because of better
   distribution of knowledge? Indirect effect!)
 γ – Change
   re-conceptionalization of the key domain
   (reframing of notion of knowledge as property
   of the group/org/enterprise)
E20 / OE Roadmap: Definition of
Change Stages as Project Objectives

 Piloting Stage
     Collaborative Business Case (Business Problem Solving)


 Business Integration Stage
     Professional Social Skillset (Individual Level)
     Professional Social Workstyle (Group Level)
     Collaborative Performance


 Org 2.0 Stage
     Lean/Kaizen Culture: Mental Model of Emergences & Orientation to Get Things
        Done!
     Fluid Organization: Define Org Design as Action Verb!
     Decentralized Leadership: Emergent from Knowledge & Expertise
     Management 2.0: Transparent Governance by OKR Model
     Customer Orientation: Customer & Market Driven Strategy
E20 / OE Roadmap: Critical Disruption
Moments & Needed Stakeholders




                Management         Business
                                                       HR & OE
                  Sponsor          Line Mgr.

                                                Key Exec
        Tech Savvy          Internal
                                                (Senior)
          People           Networker
                                                Leaders
             Disruption            Disruption               Disruption
         • Boundaries of      • Project                • HR & OE
           Collaboration        Coordination &           processes
                                Management             • Role definition of
                              • Notion of individual     middle mgmt.
                                & corporate
                                knowledge
E20 / OE Roadmap: Challenges for
project owner & participant



Project        Anxiety to              Anxiety to            Anxiety to
Participants    Disorder                 Share                Change



                                              Momentum
                      Performance                                   Change
                                            & Performance
                       of Piloting                                Performance
                                                Scale
               Finding
Project                                                    HR & OE
                right            Sponsorship
Manager                                                    Support
               people
                           Measure             Measure                Measure
                         of α-change         of β-change             of γ-change
E20 / OE Roadmap: Working Paper
for Developing a Checklist

                                                   Piloting   Intro   Profess. Bus. Int.   Org 2.0
Characteristics of Stage
 Key Objective
 Key Stakeholder (Participant & Supporter Level)
 Key Challenges
 Obstacles & Retardent
 Measurable Key Results
Optimization of Stage
 Measuring Dimensions for Results
 Actions to Optimize & Foster Result
     Coaching/Comms./Role Definition/Assess.
Change Planning for next Stage
 Needed Stakeholder for Change to next Stage
 Actions for Change
   Individual Level
   Group Level
   Enterprise Level
 Obstacles & Retardent

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E20C Workshop: E20 & OE

  • 1. Überlegungen zur Systematisierung einer OE Action Planning & Taking Roadmap für das E20 Projekt E20 Community Praxis-Workshop 24.04.2012
  • 2. Agenda  Ausgangssituation  Überblick zu OE Theorien  Handlungsimplikationen aus OE Theorieansätzen  E20 Maturity-Modell als Grundlage für OE Action Planning & Taking Roadmap  E20 / OE Action Planning & Taking Roadmap
  • 3. Ausgangssituation  Kultureller Wandel als 1. 2.0 Projects need change Voraussetzung und Folge 2. 2.0 Projects foster change von E2.0 Projekten © Cordelia Krooß, BASF  Differenzierte Betrachtung auf E2.0 Adoption  In E2.0 Reifephase: Adoption Transformation Change beinhaltet mehr (Anwendung (Integration neuer neuer Techniken) Techniken ins System) als nur Adoption  E2.0 Projekt bedarf einer OE-Betrachtung
  • 4. Meta-Überblick zu OE-Theorien Tapping into system‘s Collective action forms Systems survive: if externally wisdom is a must value => driver for „system to aware & internally adaptive create energy to change“ Influencer: Language, Social history, cultural specificity Systems Change needs a holistic & Constructionism (anthropologic sources) Theory systematic alignment for Theory Discourse & narrative => restoring congruence Ludwig von Bertalannffy Mead driver for accepting realities Katz & Kahn Berger & Luckmann Change: a participating Search of equilibrium betw. & collaborative process Action Complexity chaos (creativity) & stability Research Theory (efficiency) Individual/group: active role taking in observation Change cannot be driven Kurt Lewin (AR) Stacey stage Tannenbaum (Group Dyn.) Wheatley but must be forstered & supported Change Model: Learning by Doing Watch out for level of Support for change processes: - unfreezing Focus on Group anxiety & power ↑ Connections - moving Behavior (Group differentials ↑ Diversity - refreezing Dynamics) Enterprises today: ↑ Information Flow Complex adaptive systems
  • 5. Handlungsimplikationen aus OE-Theorien  Participatory process to define norms & culture  Interdisciplinary Social for digital social mix of people Systems interactions  Steering commitee Constructionism Theory  Narrative comms.  Diagnostic events Theory (storytelling, for understanding storyboarding, of interdependencies design thinking)  Involve to co-  Town hall meetings investigation Action Complexity  Transparency over  E20 playground as project results low-barrier-of-entry Research Theory  Activity streaming & infrastructure people directory as  Measure & important elements communicate effects  Mix of people for diagnostics  Insure feeback cycle
  • 6. E20 Maturity-Modell als Grundlage Overall Maturity Stages (by Cordelia Krooß) Individual Adoption Cycle
  • 7. E20 / OE Roadmap: Critical Change Moments, Processes & Stages Mass adoption Org 2.0 Positive Evaluation Revision of Piloting Change on Design Re-Assessment org level Revision Change on Re-Assessment Design group level Change on indiv. level Revision Momentum Re-Assessment Design of Business Projects Business Seeding Transformation
  • 8. E20 / OE Roadmap: Change Measures α – Change difference in a measure before and after an intervention (better distribution of knowledge? Direct effect!) β – Change reassessment of the dimension in question (new challenge in performance because of better distribution of knowledge? Indirect effect!) γ – Change re-conceptionalization of the key domain (reframing of notion of knowledge as property of the group/org/enterprise)
  • 9. E20 / OE Roadmap: Definition of Change Stages as Project Objectives Piloting Stage Collaborative Business Case (Business Problem Solving) Business Integration Stage Professional Social Skillset (Individual Level) Professional Social Workstyle (Group Level) Collaborative Performance Org 2.0 Stage Lean/Kaizen Culture: Mental Model of Emergences & Orientation to Get Things Done! Fluid Organization: Define Org Design as Action Verb! Decentralized Leadership: Emergent from Knowledge & Expertise Management 2.0: Transparent Governance by OKR Model Customer Orientation: Customer & Market Driven Strategy
  • 10. E20 / OE Roadmap: Critical Disruption Moments & Needed Stakeholders Management Business HR & OE Sponsor Line Mgr. Key Exec Tech Savvy Internal (Senior) People Networker Leaders Disruption Disruption Disruption • Boundaries of • Project • HR & OE Collaboration Coordination & processes Management • Role definition of • Notion of individual middle mgmt. & corporate knowledge
  • 11. E20 / OE Roadmap: Challenges for project owner & participant Project Anxiety to Anxiety to Anxiety to Participants Disorder Share Change Momentum Performance Change & Performance of Piloting Performance Scale Finding Project HR & OE right Sponsorship Manager Support people Measure Measure Measure of α-change of β-change of γ-change
  • 12. E20 / OE Roadmap: Working Paper for Developing a Checklist Piloting Intro Profess. Bus. Int. Org 2.0 Characteristics of Stage Key Objective Key Stakeholder (Participant & Supporter Level) Key Challenges Obstacles & Retardent Measurable Key Results Optimization of Stage Measuring Dimensions for Results Actions to Optimize & Foster Result Coaching/Comms./Role Definition/Assess. Change Planning for next Stage Needed Stakeholder for Change to next Stage Actions for Change Individual Level Group Level Enterprise Level Obstacles & Retardent