You might add this to your kit, Jake.
https://michaelherman.com/publications/agile/ES4BA_Practice_Guide.pdf

Enterprise Scrum will fit the customer-centric request.  I find OS and ES
fit together very well, in practice.  Here's an explanation of that:
https://michaelherman.com/ia/overview/.

Here's a blog post where I offer a list of non-jargon steps that get you
from OS to an Agile-like practice, without a lot of Agile imposed.
https://michaelherman.com/ia/2021/05/15/what-to-do-after-open-space/

Enterprise Scrum, to me, is a kind of ongoing open space.  In this sense,
they're not separate at all.  ES is ust more rigorously focused on action,
learning, improvement.  At the same time, I think ES and other Agile
frameworks are made stronger by starting with a truly Open Space.

Michael


--

Michael Herman
Michael Herman Associates
312-280-7838 (mobile)

MichaelHerman.com
OpenSpaceWorld.org




On Sat, Aug 27, 2022 at 12:39 PM Jake Yeager <[email protected]> wrote:

> Hi everyone,
>
> Thank you for your responses!
>
> Rijon--These are great resources you mentioned. They resonate a lot with
> the Vector Theory of Change work that Marc mentioned. I am using the Open
> Space Agility framework as grounding for culture change work I am doing
> with a client right now. BOSSAnova has some great ideas for safe-to-fail
> probes.
>
> Anna Caroline--Myrianne Oulette walked us through a Genuine Contact
> strategic planning process for the Open Space Institute-US earlier this
> year. Your message reminded me to revisit my notes on that process. Thank
> you!
>
> Marc--Thanks for mentioning the Vector Theory of Change (VTOC). I read
> Chris's blog post and the Vector Theory of Change article you referenced.
> It's a great framework for ongoing culture change work, and I will keep it
> as a handy reference.
>
> I am an internal OD, and business units are starting their 2023 planning
> processes now. So, I've begun receiving requests for strategy development.
> One of them is a broader request that involves shifting the culture to be
> more customer-centric, and I think VTOC, BOSSAnova, and OTC will be useful
> tools and frameworks.
>
> SOAR from Appreciative Inquiry also comes to mind for me for
> meeting strategy requests. SOAR couples well with OKRs, and one could
> potentially use SOAR to help converge the issues and opportunities from an
> OST session.
>
> Much love to all,
> Jake
> ________________
>
> When the mind is quiet, the sun of your heart will shine once again, and
> you will be free of problems.
>  - Robert Adams <http://www.robert-adams.info/>
>
>
> On Mon, Aug 22, 2022 at 3:24 PM Marc Rettig <[email protected]>
> wrote:
>
>> Hello David,
>> There are definitely kinships and resonances. Perhaps especially with the
>> participatory, “systemic” (Danny Burns), and “transformative” flavors of
>> action research.
>>
>> I don’t have a nuanced understanding of how action research is practiced
>> in the wild. Perhaps one difference is where the power of listening,
>> interpreting, and experimenting is centered. In the case I spoke of, it is
>> very carefully placed in the hands of Everyone (where “everyone” = ~70
>> folks). If you look further into how Snowden, the Cynefin Co, and others
>> are applying these ideas I’d be interested to hear how they compare with
>> action research in your view. Near the end of Snowden’s TEDx talk
>> <https://www.ted.com/talks/david_snowden_david_snowden_complexity_and_citizen_engagement_in_a_post_social_media_world?language=en>,
>> he describes a nation-scale use of story-collection, sense-making, and
>> “probes” that feels different to me than anything I’ve encountered in the
>> AR world.
>>
>> (But I fear I am flirting with topic drift here, away from OST.)
>>
>> Marc
>>
>>
>>
>> . . . . . . . . . . . . . . . . . . . .
>> Marc Rettig
>> Fit Associates LLC
>>
>> www.fitassociates.com
>> marcrettig.me
>>
>>
>>
>> [email protected]
>>
>> 412.215.0026 cell
>>
>>
>>
>>
>>
>> *From: *David Osborne <[email protected]>
>> *Date: *Monday, August 22, 2022 at 12:13 PM
>> *To: *<[email protected]>
>> *Cc: *Marc Rettig <[email protected]>, <[email protected]>
>> *Subject: *Re: [OSList] Re: Strategy frameworks?
>>
>>
>>
>> Vector Theory of Change sounds like Action Research by a new name to me :)
>>
>>
>>
>> David
>>
>>
>> *David R. Osborne*
>> Organization and Leadership Development
>>
>>
>> 6400 Arlington Blvd., Suite 665, Falls Church, VA 22042
>>
>> 703-939-1777   |   [email protected]   |   change-fusion.com
>>
>>
>>
>>
>>
>> On Mon, Aug 22, 2022 at 11:04 AM Chris Corrigan <[email protected]>
>> wrote:
>>
>> Thanks for the shout out Marc. If anyone has further questions about this
>> I’m happy to weigh in as well.
>>
>>
>>
>> On Mon, Aug 22, 2022 at 7:16 AM Marc Rettig <[email protected]>
>> wrote:
>>
>> Hello,
>>
>> I can offer a framework that is serving well in some of our work.
>>
>> We are in a long-haul culture-shifting effort with a local organization,
>> and the group has now done the repair and relationship skilling needed for
>> them to start thinking about creating together. Which has raised questions
>> like, “Where do we want to go together?” “Who do we want to become?”
>> “What’s worth trying?” Strategic questions!
>>
>>
>>
>> As you say, frameworks help. We’ve drawn from Dave Snowden’s vector
>> theory of change
>> <https://cdn.cognitive-edge.com/wp-content/uploads/sites/12/2022/02/02160119/VTOC-paper-2022.pdf>,
>> which—now that I think about it in light of your question—has nice
>> resonance with OST. We’ve certainly been taking an open-space-ish approach
>> with this organization.
>>
>> The idea is that in social complexity we’re working with emergence, so
>> it’s not helpful to invest in trying to implement a pre-imagined
>> destination. We can’t see the other side of this forest until we get there.
>> So we need a way to navigate in our desired *direction,* responding to
>> surprises and what we learn along the way, going at the *pace* of our
>> ability to live into our questions together. That’s the “vector”—direction
>> and velocity.
>>
>> This was seeded over a series of group sessions.
>>
>> - It took almost a year for this group of people to become able to have
>> honest, generative conversations about race in their organizational
>> culture. People talk about “describing the current state of the system” and
>> “noticing recurring patterns.” In some contexts that may be
>> straightforward. For these folks it has been a long and courageous road.
>> Real fear in real bellies.
>>
>>
>> - Small- and whole-group conversations about values and principles: even
>> before we name the direction we’d like to go, can we say how we would
>> recognize whether we’re making progress? What would we look at to notice if
>> we’re traveling in our desired direction? When we allow ourselves to dream,
>> what are the common themes that emerge?
>>
>> - Small- and whole-group conversations about directions. Never mind the
>> destination, what direction do we want to travel together? What are our
>> shared longings? In their case, their questions have to do with racial
>> equity and belonging. So their directions included desired qualities for
>> things like the diversity of their teams, relationships among colleagues,
>> self-care and self-forgiveness, relationship with the communities they
>> serve.
>>
>> - The next step will have parallel tracks:
>>    -- A rhythm of experiments shaped by the question, “What’s worth
>> trying now (to move us a little further in a desired direction)?”
>>    -- A way to collectively handle specific incidents and scenarios as
>> they arise along the trip
>>
>>    -- Building a sub-group’s capacity to host these kinds of
>> conversations and processes themselves
>>    -- Building the whole organization’s level of relationship skills
>>
>>
>>
>> So the strategic framework is pretty simple:
>> - a set of vectors or directions,
>> - principles for noticing how you’re traveling,
>> - a set of roles, rituals, rhythms and artifacts for deciding what to
>> try, how to try it, who’s involved, and how you’ll learn from it.
>>
>> Then it’s a (difficult!) matter of holding a long-lived container for
>> managing this portfolio-walk through the woods together.
>>
>>
>>
>> Here is Chris Corrigan’s helpful summary
>> <https://www.chriscorrigan.com/parkinglot/towards-the-idea-that-complexity-is-a-theory-of-change/>
>> of the approach.
>>
>>
>>
>> My example is of course a bigger deal than one open space session. But as
>> a framework or approach, maybe it’s helpful.
>>
>> Cheers. Thanks for all you do, all of you.
>>
>> Marc
>>
>> - - - - - - - - - - - - - - - - - - - - - - - - - -
>> Marc Rettig
>> Fit Associates LLC
>>
>> www.fitassociates.com
>> marcrettig.me
>>
>> SVA Design for Social Innovation <http://dsi.sva.edu/>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> *From: *Jake Yeager <[email protected]>
>> *Reply-To: *<[email protected]>
>> *Date: *Sunday, August 21, 2022 at 8:04 AM
>> *To: *<[email protected]>
>> *Subject: *[OSList] Strategy frameworks?
>>
>>
>>
>> Hi beautiful people,
>>
>>
>>
>> Are there any strategy frameworks you like to couple with OST? I've used
>> OST with a group to create OKRs and it worked well. Wondering if there's
>> anything else out there that you like.
>>
>>
>>
>> If I remember correctly some folks here have also mentioned simply
>> theming the sessions during convergence and using the themes as strategic
>> pillars. Could couple with dot voting and/or opening space for action.
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Much love,
>>
>> Jake
>>
>> --
>>
>> ________________
>>
>>
>>
>> When the mind is quiet, the sun of your heart will shine once again, and
>> you will be free of problems.
>>
>>  - Robert Adams <http://www.robert-adams.info/>
>>
>> _______________________________________________ OSList mailing list --
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>>
>> _______________________________________________
>> OSList mailing list -- [email protected]
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>>
>> --
>>
>> ____
>>
>> CHRIS CORRIGAN
>>
>> Blog and resources: http://www.chriscorrigan.com
>>
>> Harvest Moon Consultants: https://www.harvestmoonconsultants.com
>>
>>
>>
>> Registration now open: Complexity Inside and Out online program Fall
>> 2022  <https://www.harvestmoonconsultants.com/complexity-inside-out.html>
>>
>>
>>
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>>
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