Showing posts with label Inspiration. Show all posts
Showing posts with label Inspiration. Show all posts

Tuesday, April 28, 2015

Conscious Capitalism Conference - Chicago


Why We Were There and How We Prepared

Earlier this month I had the privilege of attending the Conscious Capitalism Conference in Chicago.  15 people total went from my company, VMBC.  Most of the attendees were from our management team and most had flown in from Buenos Aires, Argentina. 

We went there to radically participate in the Conscious Capitalism event, to learn as much as we could, and to bring back content to share with our teams at home.  We spent the week prior to the event preparing to make sure we all had questions we were seeking to answer which would apply to our specific teams, picked out a schedule of topics that was appealing to us individually, and engaging on the online platforms. 

The questions I sought out to answer were:

1.      As we define our culture as an organization, what techniques can we adopt to genuinely engage our team, inspire each to find their purpose, and encourage growth for everyone?

2.      How can we apply these techniques as best practices for coordinators to make a positive daily impact for all teams?

My Experience

Most of us arrived on Monday.  Michael Kovach and I were the last to arrive and had flown out on the same plane together.   We met the rest of the team at Billy Goat Tavern – the restaurant famous for the SNL skit where Jim Belushi says “Cheeseborger Cheeseborger Cheeseborger”. J   It was this little hole in the wall from outside – the entrance was underground.  We had a great time together eating cheeseburgers and chips.  We walked for about 20 minutes in downtown Chicago and took a lot of pictures.  It was beautiful!

Tuesday around noon our team met up to each record the questions we were seeking to answer on video.  Austin from Round Table Companies joined us for the entire event to create a write up of our experience.  She managed to score us a private boardroom to use for the event so we all met there. 

The conference kicked off on Tuesday afternoon.  One of the quotes given by a host of the event immediately resonated with me, “The world is full of beauty when the heart is full of love.”  I instantly felt excited for what we were about to experience.

 
Tuesday was mostly keynote speakers. 

·        We heard from author Tony Schwartz who helped bring awareness to the fact that stress is good for us when it is balanced with renewal.  I was heavily hit with the realization that I have plenty of stress in my life but need more balance when it comes to renewal.  My takeaway from this was to start sleeping a little more each night (at least 7 hours) and to schedule in a couple of 20 minute breaks during my day. 

·        Another key point that Tony made which stuck with me was about opposites.  He said that each opposite has a positive opposite.  For example, compassion when overused becomes indulgence.  The balanced opposite is self-care.  We should seek value in the opposites we undervalue.  The best leader is the one who holds opposites most gracefully.”  They see deeper and exclude less; they become more conscious. 

·        Next up was author Simon Sinek.  Everyone that I spoke to was very inspired by his talk.  He has a way about him that is very intriguing and straight forward.  He’s refreshing.  He talked to us a lot about behavior, what makes people feel good, and leadership.  What stood out most to me were his points about leadership.  He shared the idea that leadership is not a rank, it’s a behavior that some of us have.  Leadership requires the practice of putting the lives of others before our own interests.  Consistency is way more important than intensity.  A safe environment for your team is key.  Be the leader you wish you had.” 



·        Bob Chapman closed out the day with an amazing talk.  He is the CEO of Barry Wehmiller and brought real life experience to share with us which was really inspiring.  He also focused a lot on leadership and highlighted communications as being a key part of people care.  Leadership is the stewardship of the lives entrusted to you.”  He told us how with communications training and caring about how he touched people’s lives, he is able to lead an organization of over 8,500 people in a way that is deeply inspiring.  He has merged over 70 small companies to become one big happy family by using a formula that has proven successful.  He highlighted the power that business has to be a force for good.  When people spend over 40 hours per week at work, making this time fulfilling for them is critical.  He told us how he has managed to truly accomplish that.

·        Bob shared his 10 keys to a people-centric culture:

1.      Begin every day with a focus on the lives you touch.

2.      Leadership is the stewardship of the lives entrusted to you.

3.      Embrace leadership practices that send people home each day safe, healthy, and fulfilled.

4.      Align all actions to an inspirational vision of a better future.

5.      Trust is the foundation of all relationships – act accordingly.

6.      Look for the goodness in people and recognize and celebrate daily.

7.      Ask no more or less of anyone than you would of your own child.

8.      Lead with a clear sense of grounded optimism.

9.      Recognize and flex to the uniqueness of everyone.

10.   Always measure success by the way you touch the lives of people.

Tuesday night we all had dinner in the hotel together (all meals were included in the event).  It was rainy outside and I felt tired so I went back to my room and typed up my notes.  I knew too much information would be lost if I didn’t!

Wednesday morning a few of us woke up super early and did yoga in a class lead by Manduka.  The class was super packed and a little too challenging for me since I’m pregnant.  I hung in there and felt amazing that morning! 

For a full day on Wednesday we were able to attend a lot of practicums.  We were able to select from about 5 topics at any given time.  Each one that I attended was absolutely amazing.  Here are some highlights:

·        I was sure to catch more from Tony Schwartz.  Tony’s energy audit was kind of depressing to be honest, but also gave me clear insight on what exact adjustments I need to make.  I realized I’m depleting my energy too much and the motivation to improve my behaviors was one of my key realizations of the day.

·        Bob’s Chief People Officer, Rhonda Spencer, spoke about how they do what they do and it was incredible.  They walked through challenging leadership situations and how to turn them around.  She was a great example of a successful woman which I really enjoyed seeing.  I left really wanting to take their communications training ASAP!

·        Finally I watched a session where Simon and Bob spoke together.  We learned more about leadership and left feeling more inspired.  Practice being the last to speak.

That night there was a dinner exercise.  After we ate, each table opened up a donut box filled with supplies.  We were challenged to make a stakeholder model in groups of 8 or so.  We had a blast being creative and competitive.  We cheered louder than we should have and were extremely proud of our creation.  We ended up getting second place.  We definitely were the most creative but the winner had a standout idea – all stakeholders were connected with each other as well as us. 

Thursday was the final day of the conference and it was just a half day through lunch.  The day started with a touching keynote from Melissa Reiff, CEO of the Container Store.  She spoke a lot about communications.  She moved me to the point where I got emotional.  It was a pleasure to hear her experience and see how she’s made an impact on so many.  Here are her 15 characteristics of a leader:

1.      Security – Know you deserve to be seen as who you are.  Have the security to see the best in others. 

2.      Confidence – Ability to dig deep and not be intimidated.  Humility. 

3.      Positive attitude – Make the choice to be happy.

4.      Maturity – Life isn’t the way it’s supposed to be – it is the way it is.  The way you cope with it makes the difference.  Listen, learn, and then react. 

5.      Focus – The ability to zero in and focus on one thing.  Prioritize accurately.

6.      Courage – Never be afraid to show vulnerability.  Work hard to understand and figure out how to bring others with you. 

7.      Sweet – Sincere, thoughtful, generous at heart.  Put others first.  Be caring enough to connect with different types of personalities.

8.      Communication – Open, transparent, caring enough to be thoughtful with approach.  Anything can be solved with dedication to communication.

9.      Tenacity – Never give up. Take responsibility whenever you have the opportunity to do so.

10.   Humor – One of the brightest lights in lie.  Never forget to laugh.  Laugh with others.  Be adventuresome.  “Laughter is an instant vacation.” –Milton Borough

11.   Agility – keeps us alert and nimble.  Challenges us to be strong/on edge.  Trailblazer. 

12.   Creativity – Ignites our passion.  Keeps us youthful. 

13.   Commitment – Without it we sit in limbo.  One of real dangers in life is lack of commitment.  As soon as we commit, the universe conspires to assist you. 

14.   Inspiration – One of the greatest gifts can give self and others. 

15.   Passion – For life and all you do. 

 

Thursday afternoon my team met for several hours to debrief what we learned.  At this point we were exhausted and were getting stir crazy in the hotel.  I think most of us were reluctant to go into another meeting room, but we were all surprised at how amazing we connected.  We shared what stood out to us most and collaborated in a way that I never have before.  We talked about how we can apply what we learned and how we can share it with our teams back home.  We all connected on another level and although we had different opinions, ended up coming to common ground.  You can view a full copy of our team notes here. 

That night we finally got out of the hotel!  We all went to dinner at Mike Ditka’s Restaurant and had a great time.  We continued to talk about what we learned and connect with each other.  After dinner, some of us walked back to the hotel so we could have one last view of downtown Chicago.  I walked through Millennium Park and saw the famous bean as well as the beautiful architecture of large buildings.

Friday morning we continued going through what we learned and our CEO, Jesse Crowe, called in to join us.  He had to fly out Thursday morning to attend an interview for the ACG Corporate Growth Awards.  Our company is nominated for most innovative company in Orange County!  After Jesse joined the call, we all focused more on an individual level about how we would apply what we learned starting Monday when we returned to work.  We continued to detail out our action plans until we had to hop in our taxi’s and head for the airport.

 

Summary

The entire experience was amazing.  I realized on a greater level that we already have a beautiful culture at VMBC.  We also have so much potential.  By having so many people attend, we have a critical mass that can bring these realizations to everyone in our team.  We were able to bond, connect, and collaborate on a whole new level.  I’m so excited to see how this year progresses as we continue to develop our culture and engage with the Conscious Capitalism movement. 

 

Answers I Found to My Questions

1.      As we define our culture as an organization, what techniques can we adopt to genuinely engage our team, inspire each to find their purpose, and encourage growth for everyone?

a.      Share with the management team where we are at in our culture journey and invite their ideas for our action plan.

b.     Invite each manager to submit ideas about our purpose.

c.      Create a leadership best practices to provide consistent leadership to all team members that applies what we learned here.

d.     [I learned a lot of details about how we should modify our culture action plan and made those adjustments.]

2.      How can we apply these techniques as best practices for coordinators to make a positive daily impact for all teams?

a.      Create Project Management best practices that help create structure and balance for projects to reduce the amount of time they take and make them more efficient. 

b.     Make calendar changes that build renewal periods into our schedules as well as for the managers.

c.      Create meetings improvements which encourage playful participation to follow our golden rules and find creative ways to free up time. 

d.     Apply the leadership best practices to our teams.

 

Please let me know if you have any comments! J

 

 

Friday, April 17, 2015

Leadership Best Practices


This past week at the Conscious Capitalism Conference in Chicago, I learned so much about how I can be a better leader that I wanted to truly dig into the content and compile it into one summary document for my reference.  Our President, Joe Cox, created a document that communicated the key points beautifully so I ended up adapting what he wrote and added a few of my favorite key points to it.  During those days that I get caught up in priorities and feel rushed, this will serve as my reminder.  This will also apply to my parenting! J

 
I am sharing this with you because as Coordinators, each of us is truly a leader.  Leadership is not a status – it is a behavior, a way of being.  We all help to lead our teams to be successful.  I’d love to encourage you developing your leadership in any way that I can.  Please take some time to read the content below.  Also if you ever feel like I can improve in any of these areas, I would love to hear it (honestly!!).
 
[Graphic from Curtis Hite - CEO of Improving]

 Personal/Cognitive Leadership (These points are characteristics that can serve as guiding tenets.)

1.      Listen and Connect:   Be the last one to speak. When you see someone that is struggling or not performing, ask them what is going on.  Connect with them.  Listen to and understand them.  Let them know you care.  If there is something that needs to change, tell them, “You’re right.  We should change.”  Determine how to best make those changes to improve the processes that are affecting them so that they are empowered. 

2.      Increase Emotional Intelligence:  Exhibit the traits that motivate others by applying a “one size fits one” mentality that can unleash talents, inspire creativity, and drive productivity.

3.      Have Empathy:  Articulate an authentic vision of overall direction; from the heart and to the heart by paying attention to people’s feelings and emotional needs.

4.      Lead From Behind:  Lead others by providing them the tools that they need to excel.  Teach, mentor, coach and inspire by serving others.  Leaders are responsible for the people, not the results.  Be the leader you wish you had.

5.      Be Self-Aware:  Assess my own strengths and weaknesses so that I may surround myself with a team of people whose strengths complement my weaknesses.  Always continue to learn how to be better. 

6.      Celebrate Accomplishments.  Celebrate great achievements – no matter how obscure they are.  Let each person know they matter and what they do makes an impact.  This must be done in a truly authentic way that feels good to receive. 

7.      Be Consistent.  Consistency is way more important than intensity.  The little things each day make a huge difference to people.  If you work out for 9 hours one day, you don’t get the same results as if you work out for 10 minutes every day.

8.      Lead by Example.  To have maximum impact, we work inspired. We can increase our energy by balancing sprints of inspired work with renewal periods.  Set the example by having a balanced work load as this will set the tone for others. 

9.      Hold Positive Opposites Gracefully:  By expanding our capacity to hold paradoxical opposites, we become more balanced and full beings.  We should always seek to find value in the opposites we undervalue.

10.   Create a safe environment.  Create a safe environment where there is a community of openness and the team is encouraged to build off each other.  Embrace leadership practices that send people home each day safe, healthy, and fulfilled.  Be transparent.  There should be no surprises.

Organizational/Action Leadership (These steps will apply throughout the process of a project – they are listed in logical order.)

1.      Navigate Uncertainty:  Provide guiding leadership by asking the right questions when things are unknown.

2.      Be Agile:  Exhibit confidence, maturity, and acuity when challenged in a changing environment.

3.      Innovate:  Think (and inspire others to think) beyond what we can see. To look at something ordinary and see the extraordinary.

4.      Be Resilient: Bounce back and maintain a professional, positive, and inspiring presence during any challenge, any confrontation, any setback.

5.      Provide Clarity:  Energize others by setting clear expectations with clear communication and visible organizational methodologies that follow best practices.  My task delegation is SMART.

6.      Guide Focus:  Focus only on what truly matters to our organization and drive our projects to completion.

Be Accountable:  to hold myself accountable for providing conscious leadership by adhering to all of the above practices.  Then, to hold myself accountable for inspiring others to do the same.

 

I would love to hear your comments! J

 

Thursday, March 26, 2015

Organization Session: A Weekly Check In Practice for Optimal Development



“The secret of success is found in your daily routine.”  ~John Maxwell

 

 
Many of us have explored our daily routines to some extent. We have played around and tried all kinds of ways of approaching our days and have found what works for us, or at least what we are comfortable with.

However, not many explore beyond day-to-day planning. By additionally reviewing our work from a weekly perspective, we can work from a more focused place while being more successful in achieving our goals.

Opening up to this weekly review of the whole picture allows greater levels of flow.

Creating a space to prioritize your actions in alignment with your goals helps you to continuously develop yourself more quickly and ensures more success. Having a structure you can trust to process all of the details you are responsible for allows a natural ease and therefore more presence in your daily being. Taking this time out allows you to see opportunities that you may have otherwise not been aware of.

Most people I know put caring for themselves last on their priority list. Be sure to add some self-development time into your schedule every week. 

A weekly organization session gives yourself space to reconnect, review, and readjust, where necessary.

It is a big picture look in which you set up the blueprint for your week. This frees you up so that you focus on the moment and still accomplish all that you need to.

Set a recurring appointment with yourself on your electronic calendar for one day each week.  I recommend Friday.  Reserve a time and space to connect, sync, refresh, and renew.   Carve out one hour for yourself.  Set it as a tentative appointment so that others can still request meetings with you if needed, but make sure that you do get to it during that day.

Many times I have entered the organization session feeling like things were out of control. By the time I was finished, I felt like everything has its place and all is being tended to.

Key things to remember during your Organization Session:

1. Outline your schedule. By using a weekly desk calendar (the paper version), you can note things that are not necessarily appointments like what you have in Outlook.  Instead, you can note important goals to work on that day and also tasks that must be accomplished or are important.  Schedule everything in pencil to leave opportunity to move things around as you get closer to each day. First add things that you most want to accomplish and move you toward your highest goals. Schedule one goal per day for two hours.  Hit that first thing in the morning while you are fresh, if possible.  Next if you have some urgent tasks or other projects that need to happen by a certain day, note those.  Keep an eye on your electronic Outlook calendar to ensure you don’t overbook yourself one day.  If you need to reserve some time for yourself to focus on a big project, you may want to also block out the time on Outlook.  Use the “tentative” status so that you are still available for important things, if needed.

2. Go through your inboxes. Connect with everything that is going on. Go through every type of inbox you have to make sure that you are on top of everything that is on your plate.  Make sure things are moving forward. Is there anything that you can simply let go of? Spend some time checking in on different areas and see which rise as needing attention this week. Implement their associated tasks into your schedule to keep them moving forward.  Place them strategically so that you are not putting too much into one day. 

3. Be open. Not everything goes as planned. However, having a template allows the smaller things to flow around the more important items while creating a consistent movement forward. Be open to change and do what feels most right to you; don’t be too stuck on your schedule. Stay aware of what works and what doesn’t. Find pockets of time in which you can use in different ways. Learn your preference on the load of things you allow in your life.

4. Integrate change. Apply change where you see opportunities. Refine your development as you become more aware. Keeping this weekly organization session appointment facilitates awareness and the space to continually develop on what you learn.

5. Have fun. Enjoy the journey of it all. We all have a lot going on. Be selective about where you focus your energy and make the most of it.

Friday, September 19, 2014

Holacracy Workshop Notes

Background

  These notes are an outline of the content that was covered at a Taster workshop in San Fran given by Margaret Ryan of yWonderWorks.com to share with others and for reference.


Overview – Holacracy Basics and Key Concepts


·         PurposeOur purpose as a company must be clearly defined as a first step.  It guides us to what we prioritize.  Holacracy is all based on and centered around purpose – the company’s and that of individual roles. (Example purpose:  Create together the tools that improve quality of life.)  One clear, simple sentence is ideal.

·         The Goal of HolacracyAnything, sensed by anyone, anywhere in the company, is rapidly and reliably processed into meaningful change (if relevant to the purpose).

·         Holacracy is:

o   One set of rules for everyone.

o   Operating on a set of practices, not theories.

o   A systematic set of meetings to sync members and create accountabilities.

o   Integration of perspectives and distribution of autocratic authority through governance meetings.  (Ex:  John is in charge of newsletters and can make all decisions about them, but must integrate the opinions of Susan and Sarah as contributors)

o   A bias toward action in iterations (not perfection).  Instead of planning, process tension, determine next action, do, repeat.  Not using scenarios.

·         Tension

o   Definition: The felt-sense of a specific gap between the current reality and a sensed potential.

o   Tensions are not negative, but are a gap between what is and what could be.

o   There is great power in processing tensions and processing them is a focus of Holacracy.  Many times they can be relieved by simple expression and asking, “is there something needed to resolve that tension?”  Note the answer and confirm resolved.

o   Tensions are processed in organized settings including tactical meetings and governance meetings.

o   Any tension is trumped by policy and agreements.  Some initial agreements should be required to join/participate.  Can include in employee handbook. 

§  Great examples of agreements to include are the purpose statement and having an open mind.

·         Dynamic Steering

o   Main focus is to keep things iterating forward.  Rather than holding off for a grand plan, take the next step.

o   Deliver in fast, small increments and get feedback.

o   Delay decisions to the last responsible moment – address each role holder’s opinion.

o   Any issue can be revisited at any time.

o   Based on agile methodology.  Check reality, true up, deal with daily.


 

Groundwork


·         Every tension that we face is one of two things:

o   A problem to solve

§  Not going, have an end point, and can be solved.

o   A polarity to leverage

§  Ongoing, no end point, not solvable, always contain mutually inclusive opposites. Examples:  Cost and Quality, Individual and Team, Compete and Collaborate, etc.

o   As an organization, our goal is to leverage all talents of the individual and collective.

§  We need a balance of all of these energies – our own fit.  We don’t want to only encourage one extreme or the other.

§  Honor polarities and have them play well in the sandbox.

§  Holacracy reduces fear by integrating perspectives and incorporating many practices that support the team.

§  Holacracy shines a light on both extremes and creates balance by integrating both.



Picture:  Leveraging Polarities.  This describes the flow when extremes are in balance.  If one is over emphasized, the energy can plunge down into fear.

“I believe the central leadership attribute is the ability to manage polarity.” –Peter Koestenbaum

·         Clear roles and accountabilities are a key component of Holacracy. 

o   All role holders consciously prioritize what needs to be done.

o   People self-police.  In Holacracy, we trust them to do so. 

o   The system is intricate in design (see details in “Structure/Roles” section below).  There is no single point of failure.

Structure/Roles




·         Each role has these items defined:

o   Purpose (one sentence)

o   Accountabilities –

§  What you are expected to take care of

§  All must end in “ing”

o   Domain (optional) - This is only used if someone has total ownership over something so much so that no one else can touch it.  (Example:  Website changes are under the domain of a website manager.)

·         General Company Circle (GCC)

o   The GCC is composed of those that currently manage our company – executives.

·         Sub-Circles

o   Each functional area or product has its own sub-circle.

o   Circles pull what they need rather than assignments being push based.

·         Governance – To dynamically steer, governance must be: distributed, evolutionary, focused on the present, grounded in the organizations purpose.

o   Sets up roles and accountabilities (does not associate to particular people)

·         Lead Link – Represents the team in the GCC.

o   There is one Lead Link per circle.  This person is a member of the GCC (management).

o   Allocates the circle’s resources

o   Assigns people to the roles that are defined by Governance.  Monitors the fit for the role, provides feedback to enhance the fit, and removes partners from roles.

o   Ensures the circle delivers on its purpose.  Assesses and defines priorities and strategies for the circle.

o   Defines and assigns metrics for the circle.

o   Cannot add accountabilities (done by governance)

o   There is a lead link for each sub-circle and one for the GCC.  The GCC Lead Link assigns the sub-circle lead links.

·         Rep Link – Represents the team in the GCC (avoids misrepresentation due to being elected in).

o   There is one Rep Link per circle.  This person is voted in by members of the circle for periods of 3, 6, 9, or 12 months.

o   Speaks up to GCC for unresolved tensions.  Helps to process. 

·         Facilitator

o   There is one Facilitator per circle.  This person is voted in for periods of 3, 6, 9, or 12 months.

o   Ensures the meeting follows the process. 

o   Stops cross-talk and discussions.

o   Guides the time during meetings.

o   This person can also have another role but must be neutral to the topics being discussed.

o   Helps to make sure that the person with authority is involved in the discussion/decision.  Projects are added to the correct person with accountability.

o   Asks the secretary to look at records to identify who is responsible when not known.

o   If no one is responsible, suggests to take the item to governance.

o   Drives people toward the next step with the right people to decide.

o   Guides the tension holder to decide the resolution.

·         Secretary

o   There is one Secretary per circle.  This person is voted in for periods of 3, 6, 9, or 12 months.

o   Has access to the database and provides answers when asked during meetings.

o   Takes notes of all action items, votes, etc. during meetings.  Inputs them into system. Distributes them to the team.

·         Misc. Notes:

o   Action items are typically assigned to the person that brought up the tension.  (Ex: Need to schedule a meeting?  They schedule it.)

o   Action items are entered into the project list they are associated with in AtTask. 

o   Each person is responsible for following up on their own action items. Self police.

o   Elections can be requested at any governance meeting.

o   It is key for the CEO to understand what distributed authority is and to give others authority for their accountabilities.

o   CEO can move into roles that are needed to energize the company and they enjoy doing such as speaking, sourcing acquisitions, etc.  They focus on their role.

 

Meetings


·         Meetings are the method by which all sensory inputs are collected.  By running them in an organized manner, each voice can be heard. 

·         Meetings centered around making the team aware of tensions and addressing the next step toward resolving the tension. 

·         A neutral facilitator is key to making this work.  This role will require training. 

·         Meetings are not mandatory but everyone is encouraged to show up.

·         When things get heated, take a “Process Time Out”.  Someone can leave if they feel heated and may not add value.

·         Each circle has their own tactical and governance meetings.  Some circles can have them less often than others.  The GCC typically has tactical meetings once per week and governance meetings once per month.

 

Tactical Meetings (for Operations)


·         Tactical meetings are typically held weekly.  There is one for the GCC and another per circle.

·         Tactical Meetings Process

o   Check in Round (Get Present)

§  Sacred space

§  Each person notices where their attention is and lets it go

§  No cross talk

o   Administrative Concerns (Clarify Timing)

§  Time allowed for meeting, breaks (if applicable)

o   Checklist Review (Transparency)

§  Facilitator reads checklist of recurring actions by role. 

§  Participants respond “check” or “no check”.  There is no discussion here.

§  First item is “Weekly review done” or “systems in place” (Each person confirms they are caught up on all information including checking emails and team reports)

§  Any other critical items that should be confirmed prior to starting (and can alter in frequency of weekly such as email blast sent).

o   Metrics Review (Visibility – where we are now)

§  Each role assigned a metric states their one #

§  Is future focused, not accounting history

§  Reports are written and linked for viewing but not reviewed as a group in detail

o   Project Updates (Communication)

§  Facilitator reads each project on the circle’s project board and asks “any updates”

§  Project owners respond “no updates” or progress since last meeting.  No general status reports, just updates. 

§  Facilitator asks each member if they have any projects to add at this time.  Secretary notes the projects.

§  Each should be worded as a past tense, completed project (such as “New team member hired”)

o   Agenda Building (Placeholders)

§  Go around in a circle and each member states any tensions that they have – in 2-3 word phrases.  These phrases are just place holders to discuss in the future and just need to be recognizable by the person that wants to bring them up.  If none, just say “none”.

§  Facilitator notes the tensions as agenda items to discuss.

§  No discussion happens yet.

o   Triage Issues (Process Tensions)

§  To process each tension:

·         Facilitator reads one tension from the list and asks the tension holder “what do you need to resolve your tension?”

o   Resolutions of tensions (examples):

§  Do something

·         Share something that was not listed on the agenda

·         Have an open discussion (if more than a few minutes, ask to continue in separate meeting)

·         Discuss in a smaller meeting with required parties

·         Capture next action step

·         Capture project

·         Share appreciation or feedback

·         Have a reaction round to something they want to share

§  Work differently

·         Governance meeting (if this is a pattern, bring it to a governance meeting)

§  Change course

·         Strategy meeting

§  Change context

·         Rep link to broader circle

·         Agenda item owner engages others as-needed.

·         Secretary captures any next-actions or projects requested and accepted

·         Facilitator asks tension holder, “Did you get what you need?”

§  The facilitator must make sure all agenda items are processed in the allotted time.  Allow time on each accordingly. 

§  Facilitator is seeking to guide the tension holder to identify the next action, not resolve the tension for all time.  Rapidly and reliably process all tensions to clarify next action and movement forward.

o   Closing Round (Harvest Learning)

§  Each person may share a closing reflection about the meeting.  No discussion.

Governance Meetings


·         Governance meetings are typically held monthly.  There is one for the GCC and another per circle.

·         Governance Meetings Process

o   Check in Round (Get Present)

§  Sacred space

§  Each person notices where their attention is and lets it go

§  No cross talk

o   Administrative Concerns (Clarify Timing)

§  Time allowed for meeting, breaks (if applicable)

o   Agenda Building (Placeholders)

§  Go around in a circle and each member states any tensions that they have – in 2-3 word phrases and rates their topic (3-1).  These phrases are just place holders to discuss in the future and just need to be recognizable by the person that wants to bring them up.  If none, just say “none”.  Ranking:  3 – greatest priority for you to complete, 2 – medium, 1 – low priority.

§  Facilitator notes the tensions as agenda items to discuss.

§  No discussion happens yet.

o   Integrative Decision Making Process:

§  Present Proposal

·         Proposer speaks – describes tension and states proposal to resolve it.

·         No discussion.  Proposer can request discussion to help craft a starting proposal, but not build consensus or integrate concerns.

·         Stated as “ING” (ex: Accessing)

·         If only a problem is stated, facilitator asks, “Do you have a starting proposal?”

§  Clarifying Questions

·         Anyone can ask a clarifying question (not give reaction, only ask question)

·         Proposer answers or states “not specified” (in the proposal)

·         No discussions/reactions/cross talk

§  Reaction Round

·         Everyone except for the proposer states their reaction, one at a time (go around the circle) or states “no reaction”

·         If someone asks a new question, it’s not answered

·         No discussions/reactions/cross talk

§  Amend and Clarify

·         Proposer can optionally clarify the intent of the proposal, further amend based on reaction, or leave as-is.

·         No discussions/reactions/cross talk

§  Objection Round

·         The facilitator asks each person in turn, “Do you see any reasons why adopting this proposal would cause harm or move us backwards”

·         Each person states “objection” or “no objection”

·         If there is an objection, it is tested and captured without discussion or cross talk. 

·         Note, most objections are not valid.  The facilitator will test it out (see below).  This is the hardest step to learn for a facilitator. 

·         An objection is valid if:

o   The proposal would degrade the Circle’s capacity

§  Is there a reason this causes harm or moves us backward?  How?  (valid)

§  …Or is it a better idea or something else we should consider as well? (if so, this is a tension, not objection – and therefore should be brought up in agenda as separate item)

o   The proposal specifically creates the Objection

§  Would that issue be created by adopting this proposal?  How?  (valid)

§  … Or is it already an issue, even if we don’t adopt this proposal? (if so, this is a tension, not objection – and therefore should be brought up in agenda as separate item)

o   The objection is either based on presently-known data or is necessarily predictive because we can’t adapt later

§  Is that based on presently known data?  (valid)

§  … Or are you anticipating what might happen (see below)

·         If anticipated, is there a reason we can’t adapt once we get more data?  (valid)

·         … Or is it safe enough to try, knowing we can revisit it at any time (not valid)

o   The objection would be a valid tension for your role to process

§  Does it limit one of your roles?  Which one? 

·         Share a concrete example of when this got in the way of you energizing one of your roles. (valid)

§  …Or are you trying to help another role in the circle (not valid)

o   The proposal breaks the rules of the Holacracy Constitution

§  Example:  NVGO – Not Valid Governance Output  -

·         Accountabilities must be ongoing activities that start with an –ing verb.  Not action steps or projects (those are handled in tactical meetings). 

·         Additional question to help objector realize the validity of their objection – “knowing this proposal is not allocating any resources, assigning roles, prioritizing work, and/or determining organizational talent, is it safe enough to try, knowing you can revisit it at any time?

·         Valid Objection Categories:

o   Causes harm

o   Moves us backwards

o   Degrades clarity

o   NVGO

o   Outside Circle’s authority

§  Integration 

o   Closing Round (Harvest Learning)

§  Each person may share a closing reflection about the meeting.  No discussion.

 

Strategy Meetings


·         Rare – used when a strategy is needed to be determined

 

Special Topic Meetings


·         Meetings that are one-off for a specific topic

·         Must know who has the accountability for the topic first and make sure they are there

·         Before start, must be clear who says when the meeting is over/done

 

Next Steps/Recommendations


·         Half day/Full day workshop on-site for Executives (need to confirm alignment/buy in before move forward.  Need them to be very aware of what this is we are getting into).

o   After that draft action plan that includes implementation and team training

·         Dani

o   Review with Jesse – get feedback

§  Sample Accountabilities doc https://glassfrog.holacracy.org/people/52

o   Test out Glass Frog Meeting system https://glassfrog.holacracy.org/organizations/621

o   Review against Tuesday/Thursday Meetings draft

 

Resources


·         Website http://holacracy.org/

·         Holacracy Resources

o   http://wonderworksconsulting.com/holacracy-resources (This is the site of the coach that we learned from.  She also helped to facilitate Zappos into becoming a Holacracy.  There is no book on this, is a blend of online info and coaching.)


·         Great introductory article on Holacracy https://medium.com/undercurrents-greatest-hits/what-is-holacracy-f50cca674f0c

·         Recommended Reading:  Getting Things Done by David Allen

·         Glass Frog – Meeting system, searchable database