The Change Handbook

The Change Handbook This page intentionally left blank The Change Handbook THE DEFINITIVE RESOURCE ON TODAY’S BEST METHODS FOR ENGAGING WHOLE SYSTEMS Peggy Holman, Tom Devane, Steven Cady, and Associates The Change Handbook Edited collection copyright © 2007 Peggy Holman, Tom Devane, and Steven Cady (Editors). All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. For permission requests, write to the publisher, addressed “Attention: Permissions Coordinator,” at the address below. Berrett-Koehler Publishers, Inc. 235 Montgomery Street, Suite 650 San Francisco, California 94104-2916 Tel: (415) 288-0260, Fax: (415) 362-2512 www.bkconnection.com Ordering information for print editions Quantity sales. Special discounts are available on quantity purchases by corporations, associations, and others. For details, contact the “Special Sales Department” at the Berrett-Koehler address above. Individual sales. Berrett-Koehler publications are available through most bookstores. They can also be ordered directly from Berrett-Koehler: Tel: (800) 929-2929; Fax: (802) 864-7626; www.bkconnection.com Orders for college textbook/course adoption use. Please contact Berrett-Koehler: Tel: (800) 929-2929; Fax: (802) 864-7626. Orders by U.S. trade bookstores and wholesalers. Please contact Ingram Publisher Services, Tel: (800) 509-4887; Fax: (800) 838-1149; E-mail: customer.service@ingrampublisherservices.com; or visit www .ingrampublisherservices.com/Ordering for details about electronic ordering. Berrett-Koehler and the BK logo are registered trademarks of Berrett-Koehler Publishers, Inc. Cataloging-in-Publication Data are available from the Library of Congress. Second Edition Paperback print edition ISBN 978-1-57675-379-8 PDF e-book ISBN 978-1-57675-509-9 2007-1 Copyedited by Frances Lyon. Production services and composition by Westchester Book Group. Proofread by Katherine Deyell. Indexed by WordCo Indexing Services. Contents Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi xxi 1 15 16 28 Acknowledgements Introduction and Essential Fundamentals Part I: Navigating Through the Methods . . . . . . . . . . . . . . . . . . . 1. The Big Picture: Making Sense of More Than Sixty Methods . . . . . . . . . 2. Selecting Methods: The Art of Mastery —Steven Cady . . . . . . . . . . . . . . . . . . . . . . . . 3. Preparing to Mix and Match Methods —Peggy Holman. . . . . . . . . . . . . . . . . . . . . . . . 44 4. Sustainability of Results —Tom Devane . . . . . . . . . . . . . . . . . . . . . . . . Part II: The Methods 59 . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Adaptable Methods . . . . . . . . . . . . . . . . . . . . . . . . 72 In-depth 5. Appreciative Inquiry: A Positive Revolution in Change —David L. Cooperrider and Diana Whitney. . . . . . . . . . . . . . 73 6. Collaborative Loops —Dick Axelrod and Emily Axelrod . . . . . . . . . . . . . . . . . 89 vi contents 7. Dialogue and Deliberation —Sandy Heierbacher . . . . . . . . . . . . . . . . . . . . . 8. Integrated Clarity: Energizing How We Talk and What We Talk about in Organizations —Marie Miyashiro and Marshall Rosenberg . . . . . . . . . . . . . 9. Open Space Technology —Harrison Owen. . . . . . . . . . . . . . . . . . . . . . . 10. The Technology of Participation —Marilyn Oyler and Gordon Harper . . . . . . . . . . . . . . . 11. Whole-Scale Change —Sylvia L. James and Paul Tolchinsky . . . . . . . . . . . . . . . 12. The World Café —Juanita Brown, Ken Homer, and David Isaacs . . . . . . . . . . . . Thumbnails 13. Ancient Wisdom Council —WindEagle and RainbowHawk Kinney-Linton . . . . . . . . . . . 14. Appreciative Inquiry Summit —James D. Ludema and Frank J. Barrett . . . . . . . . . . . . . . 15. The Conference Model —Dick Axelrod and Emily Axelrod . . . . . . . . . . . . . . . . 16. Consensus Decision Making —Tree Bressen . . . . . . . . . . . . . . . . . . . . . . . . 17. Conversation Café —Vicki Robin . . . . . . . . . . . . . . . . . . . . . . . . 18. Dynamic Facilitation —Jim Rough and DeAnna Martin . . . . . . . . . . . . . . . . . 19. The Genuine Contact Program —Birgitt Williams . . . . . . . . . . . . . . . . . . . . . . 20. Human Systems Dynamics —Glenda H. Eoyang . . . . . . . . . . . . . . . . . . . . . . 21. Leadership Dojo —Richard Strozzi-Heckler . . . . . . . . . . . . . . . . . . . 102 118 135 149 162 179 195 201 207 212 218 223 227 234 239 244 250 22. Evolutions of Open Systems Theory —Merrelyn Emery and Donald de Guerre . . . . . . . . . . . . . . 23. OpenSpace-Online Real-Time Methodology —Gabriela Ender . . . . . . . . . . . . . . . . . . . . . . . contents 24. Organization Workshop —Barry Oshry and Tom Devane . . . . . . . . . . . . . . . . . 25. PeerSpirit Circling: Creating Change in the Spirit of Cooperation —Sarah MacDougall and Christina Baldwin . . . . . . . . . . . . . 26. Power of Imagination Studio: A Further Development of the Future Workshop Concept —Petra Eickhoff and Stephan G. Geffers . . . . . . . . . . . . . . 27. Real-Time Strategic Change —Robert “Jake” Jacobs . . . . . . . . . . . . . . . . . . . . . 28. SimuReal: Action Learning in Hyperdrive —Catherine Perme and Alan Klein . . . . . . . . . . . . . . . . 29. Study Circles —Martha L. McCoy . . . . . . . . . . . . . . . . . . . . . . 30. Think Like a Genius: Realizing Human Potential Through the Purposeful Play of Metaphorming —Todd Siler . . . . . . . . . . . . . . . . . . . . . . . . . 31. Web Lab’s Small Group Dialogues on the Internet Commons —Steven N. Pyser, J.D., and Marc N. Weiss. . . . . . . . . . . . . . Planning Methods . . . . . . . . . . . . . . . . . . . . . . . . In-depth 32. Dynamic Planning and the Power of Charrettes —Bill Lennertz . . . . . . . . . . . . . . . . . . . . . . . . 33. Future Search: Common Ground Under Complex Conditions —Marvin Weisbord and Sandra Janoff . . . . . . . . . . . . . . . 34. Scenario Thinking —Chris Ertel, Katherine Fulton, and Diana Scearce . . . . . . . . . . 35. Search Conference —Merrelyn Emery and Tom Devane . . . . . . . . . . . . . . . . Thumbnails 36. Community Summits —Gilbert Steil, Jr., and Mal Watlington . . . . . . . . . . . . . . . 37. Large Group Scenario Planning —Gilbert Steil, Jr., and Michele Gibbons-Carr . . . . . . . . . . . . 38. SOAR: A New Approach to Strategic Planning —Jackie Stavros, David Cooperrider, and D. Lynn Kelley . . . . . . . . vii 256 261 267 273 278 283 288 294 299 300 316 331 347 365 370 375 viii contents 39. Strategic Forum —Chris Soderquist . . . . . . . . . . . . . . . . . . . . . . 40. Strategic Visioning: Bringing Insight to Action —David Sibbet . . . . . . . . . . . . . . . . . . . . . . . . 41. The 21st Century Town Meeting: Engaging Citizens in Governance —Carolyn J. Lukensmeyer and Wendy Jacobson. . . . . . . . . . . . Structuring Methods . . . . . . . . . . . . . . . . . . . . . . . In-depth 42. Community Weaving —Cheryl Honey . . . . . . . . . . . . . . . . . . . . . . . 43. Participative Design Workshop —Merrelyn Emery and Tom Devane . . . . . . . . . . . . . . . . Thumbnails 44. Collaborative Work Systems Design —Jeremy Tekell, Jon Turner, Cheryl Harris, Michael Beyerlein, and Sarah Bodner . . . . . . . . . . . . . . . . . . . . . . . 45. The Whole Systems Approach: Using the Entire System to Change and Run the Business —William A. Adams and Cynthia A. Adams . . . . . . . . . . . . . Improving Methods . . . . . . . . . . . . . . . . . . . . . . . . In-depth 46. Rapid Results —Patrice Murphy, Celia Kirwan, and Ronald Ashkenas . . . . . . . . . 47. The Six Sigma Approach to Improvement and Organizational Change —Ronald D. Snee, Ph.D. . . . . . . . . . . . . . . . . . . . . Thumbnails 48. Action Learning —Marcia Hyatt, Ginny Belden-Charles, and Mary Stacey . . . . . . . . 49. Action Review Cycle and the After Action Review Meeting —Charles Parry, Mark Pires, and Heidi Sparkes Guber . . . . . . . . . 50. Balanced Scorecard —John Antos . . . . .