Slides from tools4agileTeams conference 2015 in Wiesbaden

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

2. Who$has$heard$of...
Sociocracy
Dynamic(Governance(/(Circle(Forward
Holacracy
Teal%Organiza,ons
Responsive)Organiza/ons
Intrinsify
New$Work
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 2

3. Sociocracy(3.0:
a"framework
of#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

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

5. 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

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

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

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

9. 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

10. 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

11. 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

12. 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

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

14. 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

15. 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

16. Circle
group&of&peers
self%organized
temporary)or)permanent
makes&decisions&by&consent
in#person#or#by#delega/on
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 16

17. 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

18. Self%Organiza-on
Ability'of'an'open'system'to
spontaneously+and+purposefully
coordinate*its*elements
under&appropriate&condi-ons
Without!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

19. Self%Organiza-on
strategy(|(product(|(plans(|(contracts
role%assignment%|%compensa0on%|%dividend
organiza(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

20. Consent
the$absence$of$objec-ons
everyone'can'"live&with&it"
good$enough$for$now
safe%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

21. Maintain&Equivalence:
Avoid&Discussion
Facilitate(Rounds
1. 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

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

23. 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

24. Let's&Make
Every&Single
Decision
an#Experiment
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 24

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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

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

34. 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

35. 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

36. 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

37. 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

38. 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

39. 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

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

41. Performance*Improvement*Process
Con$nuous'improvement'of'the'effec$veness'of'people'
in'roles
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 41

42. Effec%veness)
Review
Get$help$from$your$
peers$to$improve$your$
performance.
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 42

43. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 43

44. Structure
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 44

45. Organiza(onal+Structure
• support(effec,ve(collabora,on(and(self4organiza,on
• delegate(decision(making(power
• built(from(circles
• con,nuously(evolves
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 45

46. Representa)ves
a.k.a$Links...
...stand'for'the'interests'
of'one'circle'in'another'
circle
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 46

47. Double'Linking
Facilitate(two+way(flow(
of(informa2on(and(
influence
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 47

48. Nested&Circle
A"pa%ern"for"expanding"
func1ons
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 48

49. Delegate'Circle
A"pa%ern"for"
coordina.on
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 49

50. Service'Circle
A"pa%ern"for"
outsourcing"shared"
services
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 50

51. Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 51

52. Transi'on
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 52

53. How$Do$We$Get$There?
• revolu(ons+create+resistance
• revolu(ons+break+teams+(+➤+Scrum)+and+organiza(ons+(+➤+
Zappos)
• don't+break+what's+already+working
• meet+everyone+where+they+are+
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 53

54. Create&a&Pull*System
for$Organiza+onal$Change
• begin'with'consent
• make'it'an'experiment
• trigger'con4nuous'improvement
• let'them'pull'in'pa8erns'
• then'expand'the'scope'of'the'experiment
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 54

55. Some%Considera-ons
• elect&a&facilitator&and&a&mee/ng&manager
• keep&a&simple&logbook&(Google&Docs,&Evernote,&Wiki,&Trello)
• agree&early&on&ways&to&join&and&leave&a&circle
• salary:&focus&on&an&agreement&about&fairness,&not&money
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 55

56. Context'Is'King
Pa#erns(Are(Just(Ideas
Remix&and&Adapt&as&You&Like
But$Do$It$Together
And$Evaluate$the$Outcome
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 56

57. Now$what?
Main%website:%h-p://sociocracy30.org
(more%resources%and%a%low=traffic%newsle-er).
Follow%us%on%twi+er:%@sociocracy30
Join%the%movement%and%translate%Sociocracy%3.0%into%your%language%
h8p://bit.ly/translate=s3
A"community"pla.orm's"in"planning,"subscribe"to"the"newsle8er"to"
be"no9fied"about"the"launch.
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58. License
This%work%by%Bernhard%Bockelbrink%and%James%Priest%is%licensed%
under%the%Crea9ve%Commons%A<ribu9on=ShareAlike%4.0%
Interna9onal%License.%To%view%a%copy%of%this%license,%visit%h<p://
crea9vecommons.org/licenses/by=sa/4.0/.
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59. Bernhard(Bockelbrink!is!an!agile!coach,!trainer!and!consultant!
suppor2ng!individuals,!teams!and!organiza2ons!in!naviga2ng!
complex!challenges!and!developing!a!culture!of!effec2ve,!conscious!
and!joyful!collabora2on.
evolvingcollabora,on.com/00/bernhard.bockelbrink@gmail.com
James&Priest!is!an!interdependent!consultant,!facilitator!and!trainer!
specializing!in!holis4c!organiza4onal!development,!distributed!
leadership!implementa4on!and!complex!systems!op4miza4on.
thriveincollabora-on.com0110james@thriveincollabora-on.com
Sociocracy(3.0(,(Pa.erns(for(Self,organizing(Teams(,(©(2015(by(Bernhard(Bockelbrink(and(James(Priest((sociocracy30.org)(v2015,09,18 59