Whole-Scale Change

Table Of Contents

Preface by Margaret J. Wheatley

CHAPTER 1: Discovering the Magic: What Is Whole-Scale?
Introduction
The Richmond Savings Story—1995
The Roots of the Term Whole-Scale
Unleashing the Power of the Microcosm
Uniting Multiple Realities
What Is it? A Journey or a Process?
What Is Action Learning?
Creating Paradigm Shifts: The DVF Formula
Summary

CHAPTER 2: Pointing the Way to the Magic
A Story of Systems Thinking in the Community: The National Caucus and Center on Black Aged, Inc. (NCBA)
The Convening Issues
Following the Star: A Whole System Journey
Outcomes
An Exploration of Systems Thinking
The Star of Success—Six Keys to a Successful Journey
A Whole Systems Perspective: The Shining Star
Implications of the Star as a Diagnostic and Planning Tool
A Story About Using the Star of Success to Point to the Magic: The SSO Story
The Business Situation
A Whole-Scale Intervention from the Star of Success Point of View Event Outcomes
Results After One Year
Summary

CHAPTER 3: Building Momentum: Planning the Whole-Scale Project
Introduction
Scoping the Project
The Initial Meeting
Engaging Leadership
Assessing Readiness
Timing
DVF Formula
Willingness to Work Participatively with Their Organizations
Contracting
Developing the Project Plan
Statement of Work
Project Structure
Schedule and Key Milestones
Project Resources
Aligning and Developing Leadership
Doing “Discovery” Work
Building an Infrastructure to Enable Whole Systems
Change The Leadership
Team or Steering Committee
Other Team Structures
The Consultant
Summary
The Need for a Strong Foundation
Insights

CHAPTER 4: Unleashing the Magic: Strategic Direction
Introduction
The Whole-Scale Approach to Crafting Strategic Direction
Strategic Direction Development and Implementation Roadmap
A Story About Developing Strategic Direction— The Vision Systems Company
The Business Situation
The Intervention
The Results
A Story About Applying Whole-Scale Approach to Strategic Thinking: Scenario Building
The Business Situation
The Intervention
The Results
Systems Approach to Strategic Thinking
Unique Features of Roles and Responsibilities for Strategic Direction Development
The Leadership Team or Steering Committee
The Core Team in Strategy Work
The Consultant
Summary

CHAPTER 5: Co-Creating: Designing Organizations
Introduction
Whole-Scale: The Organization Design Application
The Whole-Scale Organization Design Implementation Roadmap
Unique Features of Infrastructures for Whole-Scale Organization Design Implementation Roadmap
The Leadership Team or Steering Committee
The Core Team
The Research or Implementation Planning Team
The Road to Organization Design
Getting Started
Leadership Alignment
The Launch Event
Design Events: Process and Organization
Implementation Events
Reunion Events
Deep Dives
Applying Whole-Scale to Organization Design at a Government Education and Training Organization
Overview
Scoping the Change Effort and Building a Project Plan
Building on the Infrastructure
Leadership Alignment: Why Change?
Leadership Alignment: All Managers Off-site November ’97
WOW (Whole Office Workshop) I: “Ensuring Our Future in a Competitive Business Environment”
WOW II: Listening to Customers
WOW III: Designing the New Office
WOW IV: Transitioning Our Way into the Future
WOW V: Implementation Event
LAUNCHING THE NEW ORGANIZATION UNITS
Micro Design: Taking Hold of the Day-to-Day
Continuation and Follow-through
CHECKPOINT: LOOKING BACK, LOOKING FORWARD
Insights Concerning Moving Fast and Deep
Summary

CHAPTER 6: Integrating: Mergers and Acquisitions
Introduction
The Need for a Business Case
Newly Formed Organizations Face Numerous Challenges
The Star of Success
Strategic Direction: Star of Success
Developing All Components of the True North Star
Roadmap for Mergers and Acquisitions
Tower Automotive: Growing a Culture While Growing a Company
Summary

CHAPTER 7: Sustaining the Momentum Systemically
Planning for Sustaining Momentum:
“Good post-work planning begins the work.”
Application Principles
Keep the System Whole
Engage as Many Microcosms as Possible
Build Critical Mass for Change
Keep the Flame of Change Burning
How To’s for Sustaining Momentum
Measurements
Communications
Structures
Meetings
Visual Displays
A Story About a Community Seeking to Intervene in Escalating Violence
Situation and Convening Issue
Roadmap: Event Purpose and Its Role in the Overall Process Interim Results
Reunion Event and Continuation Plans
Summary

CHAPTER 8: Truly Living Whole-Scale: Principles as Foundations
Introduction
Whole-Scale Guiding Principles
Principles of the Whole-Scale Approach Principles of the Whole-Scale Practice Principles of Design

CHAPTER 9: The Real Secrets of Whole-Scale: The Heart of Our Work

DEEP DIVE A Theory and Roots Underlying Whole-Scale
Foundations of Our Work
Older and Newer Wisdom
Socio-Technical Systems (STS)
Pathfinders’ Wisdom
How Whole-Scale Internalized STS
Whole-Scale Change as an Enabler of Process Consultation
Pathfinders’ Wisdom
How Whole-Scale Internalized Process Consultation
Whole-Scale Change as an Enabler of Strategic Planning
Pathfinders’ Wisdom
How Whole-Scale Internalized Strategic Planning
Whole-Scale Change as an Enabler of the Systems Theory
Pathfinders’ Wisdom
How Whole-Scale Internalized Systems Theory
Whole-Scale Change as an Enabler of the New Sciences
Pathfinders’ Wisdom
Systems Thinking and the Role of Chaos in Change
How Whole-Scale Internalized New Sciences
Whole-Scale Change as an Enabler of Appreciative Inquiry
Pathfinders’ Wisdom
How Whole-Scale Resonates with Appreciative Inquiry

DEEP DIVE B
Models and Processes that Unleash the Magic
Seven Models that Work Simultaneously
to Guide Whole-Scale Work
D x V x F > R The Paradigm Shift Model: Formula for Change
The Converge/Diverge Model
Setting Strategic Direction Within Organizations: The Strategic Planning Model
The Star of Success and the North Star
DPPE (Data, Purpose, Plan, Evaluate)
MCG: Membership-Control-Goals

DEEP DIVE C
Strategic Planning Models and Tools
The Whole-Scale Strategic Planning Model
Strategic Terms and the Questions They Evoke
What Is Strategic Direction? Why Is It So Important?
A History of Creating Strategic Direction
Creating Strategic Direction: The Star of Success and North Star
The Breakpoint Model
Doing the Strategic Gap Analysis Homework: Finding the Strategic Drivers

DEEP DIVE D
Resources
General Readings
Roots and Theories: Selected Readings
Readings About Whole-Scale
World Wide Web Links
Future Before You Plan
Glossary
Index
About Dannemiller Tyson Associates
About the Authors