Changes 2019-05-03
- refined glossary terms for agreement, organization and team, added glossary term for objective
- Principle of Accountability: clarified individual accountability for work as well as for collaboration
- Contract For Successful Collaboration: revised text
- Describe Deliverables: added User Stories as an example for describing deliverables
- Double-Linked Hierarchy: revised summary
- Delegate Circle: refined summary
- Objection: refined definition of objection and concern, added illustration for a process to qualify an objection
- Proposal Forming: added missing process illustration
- Role Selection: small amendment to illustration
- Transparent Salary: explained what a salary formula is
Changes 2019-03-08
General Changes
- expanded the introduction with more information about S3 and the history of sociocracy that was previously only available on the main S3 website
- updated section about governance in the introduction
- added captions to all illustrations
- renamed pattern group “Enablers of Co-Creation” to “Enablers of Collaboration”
- removed slide deck version and improved layout and formatting of pdf and ePub version
- website version: added clickable pattern map for simpler navigation und glossary overlays to many patterns
Glossary:
- added team to glossary (and replaced group with team throughout the practical guide where applicable)
- updated definition for deliverable
- removed driver statement from text and glossary
- updated definitions for governance, operations, and self-organization
Illustrations:
- updated templates for domain description and role description
- updated illustrations for Linking and Double-Linking
Changes to Patterns:
- Agreement: description now mentions that any expectations should be recorded
- Describe Deliverables: updated summary
- Describe Organizational Drivers: more information on summarizing drivers
- Resolve Objections: added summary and description
Changes 2018-08-17
General Changes
- added and revised the brief summary for many of the patterns
- removed bullet points in favor of full sentences in many patterns
- lots of small improvements to grammar and language
- included the URL to the web version of the practical guide
Glossary:
- updated: account for (v.), concern, deliverable, governance, objection, operations, primary driver, principle, role, self-organization, semi-autonomy, subdriver, values
- added: constituent, coordination, delegation, driver statement, evolve (v.), flow of value, helping team, open domain
- removed: peer driver
Changes to Introduction
- added the driver for creating Sociocracy 3.0
- The Seven Principles:
- The Principle of Empiricism: removed reference to “falsification”
- The Principle of Consent is now explained more clearly as “Raise, seek-out and resolve objections to decisions and actions”
- Governance, Semi-Autonomy and Self-Organization: we refined the definitions of Governance, Operations, and Self-Organization, removed any reference to “coordination”, and clarified the distinction between governance and operations
- Drivers and Domains – we clarified how domains can be understood in relation to organizational drivers
Changes to Patterns:
- Agree on Values: improved description
- Align Flow: improved description and illustration
- Adapt Patterns To Context: improved description
- Agreement: improved description, updated template
- Clarify Intended Outcome (renamed from Intended Outcome): improved description
- Consent Decision Making: improved description, updated illustration
- Continuous Improvement Of Work Process: improved description
- Coordination Meeting: clarified agenda items, updated illustration
- Delegate Circle: improved description
- Delegate Influence: improved description
- Describe Deliverables: improved description
- Describe Organizational Drivers: made explicit that a driver statement is typically only 1-2 sentences, revised section about explaining the need, moved the section about reviewing driver statements from Respond to Organizational Drivers to this pattern, and added a new illustration that explains how to describe organizational drivers
- Double Linking: aligned description to Link
- Double-Linked Hierarchy: explained in more detail what a double-linked hierarchy is, and how it is created
- Evaluate and Evolve Agreements: rearranged the text so it’s clear there is a long and a short format
- Evaluation Criteria: suggested clarifying a threshold for success, and we explained about evolving evaluation criteria with agreements
- Facilitate Meetings: improved description
- Fractal Organization: extended and improved description
- Governance Backlog: improved description
- Governance Meeting: improved description, clarified agenda items
- Invite Change: description now focuses on how to invite change
- Linking: aligned description to Double Linking
- Logbook: clarified that there is no difference between logbooks for groups and logbooks for roles
- Navigate Via Tension: improved description, added a new illustration to clarify the distinction between Navigate Via Tension, Describe Organizational Drivers and Respond to Organizational Drivers
- Objection: clarified the difference between objection and concern, clarified what qualifies as an objection, and how to qualify objections in a group context
- Open Domain: improved description and updated illustration
- Open Systems: improved description
- Open Space for Change: renamed from Open S3 Adoption, improved description
- Peach Organization: clarified relationship between periphery and center
- Proposal Forming: revised text and illustration to make process of choosing tuners more clear, updated template for proposal to align with template for agreement
- Representative: improved description
- Resolve Objections: updated both illustrations
- Respond to Organizational Drivers: improved description, simplified qualification of organizational drivers
- Role: improved description
- Role Selection: improved description, added description of each step
- Rounds: improved description
- Transparent Salary: added more details about fairness, and on how to develop a salary formula
Renamed Patterns:
- Evaluate Agreements to Evaluate and Evolve Agreements
- Intended Outcome to Clarify Intended Outcome
- Open S3 Adoption to Open Space for Change
Added Patterns:
- Check In
- Co-create Proposals
- Prepare for Meetings
- Timebox Activities
2018-03-21
- renamed pattern Describe Drivers to Describe Organizational Drivers
- Describe Organizational Drivers: explained four aspects of a driver: current situation, effect of the situation on the organization, need of the organization in relation to this situation, and impact of attending to need
- added need to glossary
2017-11-16
Here’s detailed explanations of the changes we made in October and November 2017.
- small corrections
- aligned glossary entries for Circle and Role to pattern text
- Development Plan: clarification of responsibilities
- Role: clarified evolution of strategy
2017-11-10
- various small clarifications and corrections
- Circle: clarified relationship between circle and domain
- Role: clarified description
- Rounds: updated description
- moved Open Domain, Helping Team and Open Systems to category “Building Organizations”
- added several terms to the glossary
2017-10-21
- added Liliana David to authors
- dropped the term “framework” (replaced with “practical guide”)
- updated order of patterns
- added an index of all the patterns
- added a glossary
- added acknowledgements
- various small clarifications and corrections to text and illustrations
- Introduction:
- added “what’s in it for me?”
- added definitions for governance, self-organization, semi-autonomy, operations to introduction
- clarified domains and their relationship to drivers
- fleshed out core concepts
- made all principles actionable
- Artful Participation: refined description
- Agreement: clarified that the concept of agreements is applicable to people in roles
- Clarify Domains: refined description
- Circle: updated definition, refined description
- Driver: updated definition
- Development Plan: refined template and description
- Develop Strategy: clarified definition of strategy, refined description
- Double-Linked Hierarchy: new illustration
- Evaluate Agreements: aligned questions to peer review
- Governance Backlog: updated definition
- Logbook: added details about governance to personal logbook
- Objections: clarified qualifying objections
- Peer Review: refined description
- Respond to Organizational Driver: integrated information about qualifying drivers
- Role: clarified role keeper may maintain a governance backlog, introduced the term “role keeper” for a person in a role
- Proposal Forming: added criteria for selecting tuners, added step for prioritizing considerations, small clarifications
- Resolve Objections: updated illustration to better reflect the process
Renamed Patterns:
- Backbone Organization to Service Organization
- Effectiveness Review to Peer Review
- Strategy to Develop Strategy
- Domain Description to Clarify Domains
- Describing Deliverables to Describe Deliverables
Added:
- Describe Drivers
- Open Domain
- Delegate Influence
Removed:
- Coordination Circle
- Nested Domains
- Qualify Driver
Read next: Acknowledgements
© 2017 by B. Bockelbrink, J. Priest and L. David Licensed under CC BY-SA 4.0