An integrated approach to designing & managing organizations

1. An integrated approach to designing & managing organizations Global Organization Design is a master-tool that multiplies the benefits of all your leadership efforts • An overview of the approach – Global Organization Design • The Global Organization Design Society, and • The world conference in Buenos Aires, October 26-29, 2009

2. Global Organization Design The Promise Resolve continuing crises in themanagement theory jungleby working togethertoward an integrated approach to designing and managing organizations

3. Global Organization DesignFoundations Based on the psychological sciences… and on a deep understanding of the complexity of work and time. The product of 15-year collaboration between a large business owner and a brilliant multi-disciplinary clinician – known world-wide as The Glacier Project. Validated by continuing research over 60 years – documented in Ken Craddock’s 1100 page comprehensive annotated bibliography The only management approach worthy to entertain a dialogue on its epistemology, that is, based on a well developed philosophy, science, and engineering templates making sound methods available to the practitioners and general managers. .

4. Global Organization DesignOrganizations who used it

5. Global Organization DesignThe approach is based on… A deep understanding of ‘trust-inducing’ organisation design for competitive advantage Together with… A deep understanding of the ‘trust-inducing’ managerial practices required to effectively deploy the designed organization

6. Global Organization DesignThe approach is based on.. (continued) • A deep understanding of ‘trust-inducing’ organisation design for competitive advantage eg: • Minimum levels of organization, reflecting different levels of work complexity • Functional specialization to better enable customer-facing activity • Role design for cross-organizational alignment • Clearly defined processes of work • Effective systems e.g. planning, performance management, ‘felt fair’ remuneration, talent management • A deep understanding of the ‘trust-inducing’ managerial practices required to effectively deploy the designed organization e.g: • Assignment and assurance of minimum legitimate managerial authorities and accountabilities • The development and use of ‘personally-earned authority’ • Team building and team work • Task assignment and assuring performance • Two-way, manager-employee engagement

7. Global Organization DesignKey concepts • Managerial accountability • Levels of work complexity • Levels of human capability and maturation using the progression curves • Effective managerial leadership practices • Effective cross-functional relationships • Felt-fair-pay concepts of compensation

8. Global Organization DesignResearch base Ken Craddock’s Fifth Edition of his 1600-page Comprehensive Annotated Requisite andthisOrganization Bibliography documents 60 years of related research and places RO in the management literature Free download from the GO Society web page http://GlobalRO.org

9. Global Organization DesignThe power of implementing RO first While many approaches are conceived and implemented as a single “silver bullet” framework, requisite organization, if implemented first, greatly increases the effectiveness of many other approaches: • Implementing any new strategy – e.g. Balanced Scorecard • Enterprise IT systems • Operations-based approaches including: Quality, Lean Six Sigma, Socio-Technical Systems, etc. • Customer service. • Talent pool assessment and development

10. The Global Organization Design SocietyIts Founding and Purpose Was founded in Canada in 2004 as a not-for-profit corporation to establish and operate a worldwide association of business users, consultants, and academics interested in science-based management to improve organizational effectiveness. The society fulfills its purpose by: • Promoting among existing users increased awareness, understanding and skilled knowledge in applying concepts of Levels of Work Complexity, Levels of Human Capability, Accountability, and other concepts included in Requisite Organization and/or Stratified Systems Theory. • Promoting among potential users of the methods, appreciation of the variety of uses and benefits of science-based management, and access to resources.

11. The Global Organization Design SocietyMajor services Supports the learning and development of current and future practitioners by: • Maintaining a resource-rich website with related articles, monographs, books, and videos • Holding world conferences • Sponsoring regional public training workshops • Publishing the journal, Organization Design and books on implementation

12. The Global Organization Design SocietySpanish and Portuguese services • Building RO awareness, experience, and resources • World-wide • in the Spanish & Portuguese speaking worlds – through web-based video and written materials • In the Mercosur region – through face-to-face meeting and networking • Buenos Aires metropolitan area Yes, a conference, but more than a conference • Preconference events • Conference • Post conference events and processes

13. The Global Organization Design SocietyLeadership • GO Board members from: • Australia – Barry Deane • Canada – Don Fowke, Jerry Gray, Ken Shepard, George Webber • United Kingdom – Jack Fallow, Judy Hobrough • Argentina – Harald Solaas • GO Editorial Board includes: • Jerry Gray, Ph.D., Former Dean Asper School of Business, U of Manitoba; • Owen Jacobs, Ph.D. Former Director of the US Army Research Institute • Ken Shepard, Ph.D. • Larry G. Tapp, LLD, Former Dean the Richard Ivey School of Business at University of Western Ontario; • Ken Craddock, M. A., Society Bibliographer and Research Coordinator • Peter Tuddenham, On-Line Learning Consultant.

14. The Global Organization Design SocietyAchievements to date • Five years of video archives that document the experience of CEOs and leading practitioners in this work…and running. • Two world conferences • A world-class web site with free resources • Videos of past conferences and interviews • Books • Articles • A comprehensive, annotated bibliography documenting 60 years of research on the paradigm • A major book on implementation • A new journal, Organization Design

15. The Global Organization Design SocietyAssociates say about the GO Society: • “Doing this work is difficult and a bit lonely. We find competent, informed senior practitioners in the society willing to share their experience. • “We use the GO Society for our own professional development. • “We use the GO Society as our research and development lab, collaborating there with others on key problems in the field, and benefiting from what we learn together. • “We use our society networks to link with others with the specific industry and functional specialized experience to help us help our clients.”

16. Buenos Aires Conference – October 26th -29thYou are invited! Organization Design International Experience in Designing and Managing for Innovation and Entrepreneurial Performance October 26th to 29th, 2009 Hptel Panamericano, Buenos Aires, Argentina

17. Buenos Aires Conference – October 26th -29thConference features • Limited to no more than 150 • Participants mode V or in positions at IV and above • Ecumenical spirit, high level of professional respect and ethical behaviour. • Format varied – plenary, workshops, concurrent sessions, presentations, panels, open space. • Non-commercial • Consultants are not marketing their services and respect clients invited by their peers. • No products are sold, • Books are gifted • Generous contribution – all sign permission forms that their image, words, and materials made be used by the society for educational purposes • Entire conference is video taped and posted on the web.

18. Buenos Aires Conference – October 26th -29thConference objectives • Biennial convening of world’s senior practitioners to share practice, plan, and promote the field • To provide face-to-face work on future GO Journal special issues. • To provide opportunity to highlight RO practice in a new region of the world & in Spanish & Portuguese. • To record CEO, general manager experience and senior practitioners on video for educational uses on the web • To build a collaborative network of RO practitioners in the Buenos Aires metropolitan region that can continue to develop the field over coming years. • To celebrate our people & accomplishments & plan next steps.

19. Buenos Aires Conference – October 26th -29thConference format • Saturday – GO Society Board Meeting at ITBA – Buenos Aires Technological Institute • Sunday – Legacy Day by invitation at ITBA • Monday • 8:30 am to 4:00 pm – Three concurrent pre-conference workshops • 4 pm to 6 pm – Social time • 6 pm to 9:15 pm – Conference Opening • Tuesday – Executive Day – Presentations by general managers about implementation of Global Organization Design • Wednesday – Keynote, Three sets of concurrent sessions sharing practice, and an open space working plenary • Thursday – Keynote, one set of concurrent sessions, plenary on implications for society, next steps, and a closing lunch

20. Buenos Aires Conference – October 26th -29th Executive Day - Tuesday Morning Working with governance / boards- Carlos Leone The Owners Role – Arturo Acevedo Sir Roderick Carnegie by video. Leigh Clifford – Rio Tinto by video. The Acindar Story – Transformation of a family owned steel company. Arturo Acevedo, Former Owner; Carlos Leone, CEO, John Hofmeister – former CEO Shell Americas – report on using requisite organization to restructure Shell from 140 Raul Timerman – CONARCO Afternoon Grupo Assa – Invited. Requisite Organization in small and medium sized organizations – a panel of CEOs. The US Army’s Transformation of its civilian organization – major use of requisite organization together with Lean Six Sigma – Steve Clement The Novus International Story – Nancy Lee, Moderator Thad Simons – President Giovanni Gasperoni, Executive VP for ??? Luis Azevedo, World Area Director for Latin America South Sabrena Hamilton, Sr. VP Human Resources A leader’s transformation – personal reflections.

21. Buenos Aires Conference – October 26th -29thConference - content Monday – Concurrent pre-conference workshops • Effective Managerial Leadership Practices – Nancy Lee, Sandi Cardillo, Terry Seigel • Multiple perspectives on individual assessment and on-going coaching • Appreciating and using the Time-span of discretion. Monday Evening – Conference opening including video review of GO highlights, gathering, celebration launch of new journal in Spanish and English • 4 pm to 18:00 – Social time • 18:00 to 21:00 – Conference Opening • 21:00 to 23:00 – Gala reception and dinner Tuesday – Presentations by general managers on their experiences in applying these concepts Wednesday & Thursday – Senior practitioners sharing practice in concurrent sessions on following themes – next page

22. Buenos Aires Conference – October 26th -29thConference concurrent session themes

23. Buenos Aires Conference – October 26th -29thBenefits to CEOs & General Managers • General managers at VP level and above immediately grasp the scope and power of the approach. • The comprehensive integrated concepts are easy to learn and to apply without relying on detailed and expensive staff work. • The approach not only aids top team alignment, and design of strategy, but most powerfully supports strategy implementation. • Full use of the concepts results in: • the right strategy, • right structure, • right roles, • right staffing, • right management practices, and • right compensation.

24. Buenos Aires Conference – October 26th -29thBenefits to HR professionals & companies Provides best foundation / tools to become a strategic partner • Professional development beyond the typical patchwork of transactional systems traditional within the HR silo. • An integrated model that can be tailored at the general management level to support new strategies. • Global Organization Design concepts based on requisite organization provide understanding and tools for designing and managing organizations earning you a place at the senior management table. • Context and understanding so you can redesign and lift the HR function to a whole new level of performance. • Redesign HR services for greater effectiveness.

25. Buenos Aires Conference – October 26th -29thBenefits to management consultants • Most professional development in management is taught at manager and director levels, and is divided into functional specialties. • This approach provides a high level integrated approach to designing and managing organizations useful to general managers at vice-presidential level and above. • Now consultants have the context and can understand the situation faced by general managers and can adapt their approaches and align their RO tools to match the higher level accountabilities of their clients.

26. Buenos Aires Conference – October 26th -29thBenefits to Co-sponsoring Professional Associations • Many professional associations for those specialists who work to improve organizational effectiveness are good at teaching functional skills, project management and sometimes inter-personal skills for individual contributors and consultants working at the operational level. • Global Organization design can support association professional development programs by providing advanced development in organization design and effective management practices to better support the innovative and integrative work of general managers. • Global Organization Design provides these key understandings, concepts and tools to help any professional who supports general managers to tailor their functional approach to improve the organization in a more wholistic and aligned way.

27. Buenos Aires Conference – October 26th -29thPost – conference processes & events • Conference participants are registered for post-conference announcements, networking and collaborative projects • Conference videos posted on web and announced by email. • DVD production and distribution • On-going email notification of new materials on the web site • Continuing case write-up and translation program • On-going GO Society-sponsored professional development: • GO web-site based professional development. • Learning groups in Buenos Aires, Montevideo, San Paulo, and Santiago • Professional development workshops in Buenos Aires

28. Next stepsConsistent with your interests and energy, we hope that you will: • Visit the GO Society web site and create an account. • Read the FAQ as a way to get a good overview of the field and our work. • Review the free materials and view and download materials of interest • Pay particular attention to the video archive of past conferences. • Assess whether the coming conference would be a valuable professional development opportunity for you or your colleagues. • Register for the conference at http://GlobalRO.org • Register your team. Attending together can be a powerful senior team building event. One company that has used these methods for several years is registering its CEO and ten senior managers as a team building experience to support their accelerated global growth.