Transformation Toolkit

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Transformation Toolkit

Let this Coda doc and the Agendashift framework help transform how your organization works.

As an coach that helps teams adopt new ways of working, to be effective I try to bring the best tools and techniques from different sources. That's one reason when I read

Agendashift⁠

Mike Burrows⁠

I thought it had a lot of potential as a framework to guide organizational change. Some of it's biggest strengths are how across the framework, it integrates different techniques together:

Clean Language

Cynefin

A3 Thinking

Kanban

Systems Thinking

Story Mapping

Lean Change

This Coda doc is a - very incomplete - adaptation of Mike's method for organizations to use to help guide them through the steps involved in a transformation.

While some of the content in this doc is my own spin on things, much of it is sourced from Mike's website and book, and some is also borrowed from

Martin Aziz⁠

and his talk at TAC 2019,

Business Improvement through Agenda Shift⁠

. They've both thankfully made their material available for reuse by adopting the

CC BY-SA⁠

license. I've included a full list the sources materials used in the

Related Content⁠

page. You're also free to copy this doc for your own use and remix it.

Part 1: Discovery

Discovery is about creating an aligned picture for your group about what sort of transformation you want. Using the

Celebration-5W⁠

, we start by individually describing how things will look after the transformation is complete, and then proceed to do a

Celebration Share-back⁠

to see how others in our group described the same event.

Part 2: Assessment

While Discovery helped us define our transformation goal, Assessment is about creating consensus about the current situation. We start by individually answering the different

Questions⁠

about how we work today and then as a group review the

Results⁠

to see where there are areas of agreement or disagreement.

Once we are all aligned on where we are now and where we want to go, we can start adding the details about what will take us there.

Part 3: Obstacles and Outcomes

⁠

Add Obstacles⁠

Gives us the opportunity to take the Assessment prompts that stood out the most about how we work today and describe the reasons why we're not working as effectively as we think we should. With those obstacles described, the next step is to

Add Outcomes⁠

to describe what positive working behaviours we want to be true instead.

Part 4: Shaping

Shaping our work starts when we

Define Complexity⁠

of our desired outcomes and then proceed to

Add Details⁠

in order to give our changes the best chance of succeeding. We tackle assumptions, risks, telling stories of the problem, and describing what the future looks like after our changes are successful.