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‘Playing’ with hierarchies and circles 
Experimenting holacracy to boost staff engagement and get things done 
Alexandra Lederer 
Learning & Organisation Development Manager 
Organisational Learning Consortium 
Sydney 26 November 2014
02 Feb 2011 
“We need …
Playing with hierarchies and circles - Experimenting holacracy
Reduce costs 
Increase reach & consistency 
Increase levels of [relevant] technical skills 
[Smash silos of hidden expertise] 
[Create connections between experts] 
[Transfer critical knowledge] 
(90% core competency training) 
(90% external training) 
What was behind this ‘solutions-driven’ request?
“We need something … 
From ‘solutions-driven’ to ‘purpose-driven’
Knowledge Management Consultant 
Training Manager
Playing with hierarchies and circles - Experimenting holacracy
A purpose-driven experiment to ‘play’ with a circle: 
The Learning Curve Team (May 2011) 
Volunteers 
No hierarchical reporting 
Min. required contributions 
No monetary reward
A purpose-driven experiment to ‘play’ with a circle: 
The Learning Curve Team (May 2011)
Playing with hierarchies and circles - Experimenting holacracy
"All staff regardless of background or location have access to our new educational program. 
Colleagues are encouraged to get involved in L&D by sharing their knowledge with others, which is turn also improves their own skills. 
This year alone I would hazard a guess that our internal education program has saved Genea upwards of $50 000. 
Education the most powerful tool we have at hand, now at a price we can all afford." 
‘Playing’ with circles – What has been achieved? 
Linda T., Laboratory Manager at Genea – December 2012
‘Playing’ with circles – What has been achieved? 
Focus on micro internal knowledge transfer sessions
‘Playing’ with circles – What has been achieved? 
The Learning Curve offer: hyper-active and … low cost 
$1,079 
$957 
$778 
$774 
FY11 
FY12 
FY13 
FY14 
28% savings on PD spent/FTE 
PD budget/FTE 
Actual PD/FTE 
11 
12 
28 
30 
13 
18 
8 
14 
14 
24 
16 
11 
6 
14 
146 
225 
232 
233 
230 
246 
131 
146 
130 
158 
155 
296 
92 
FY13: 206 events - 2,420 participants 
Learning opportunities 
Nb participants
Thank you
It’s getting bigger! (Mar 2014) 
“We need …
Playing with hierarchies and circles - Experimenting holacracy
Let’s try to ‘play’ with more circles! 
The Genea Committees (Oct 2014) 
Volunteers 
No hierarchical reporting 
No required contributions 
No monetary reward 
Join the [serious] fun! 
Celebrate what we believe in: Values Committee 
Welcome our newbies: Genea Buddy 
Pass on your knowledge: Learning Curve 
Foster our wellness: Good for You Committee 
Encourage us to do the right things: Good for All Committee 
Cultivate the fun and build bonds: Social Club Committee
Let’s try to ‘play’ with more circles! 
The Genea Committees (Oct 2014) 
Core committee members 
From each business area 
Champions + ad- hoc contributors 
HR = sponsor
•Committee setup 
•Draft strategy & plan 
19 Sep 
Ask 
28 Oct 
Finalise the plan 
28 Nov 
Communicate activities for Jan-Mar 2015 
12 Dec 
‘Playing’ with more circles – What has been achieved? 
The Genea Committees: forming, storming and norming 
28 Oct 
02 Dec
So apparently that’s called ‘holacracy’… 
“Holacracy is management by committee with an emphasis on experimentation. Hierarchies are re- organized into decentralized teams that choose their own roles and goals.”
…and it’s the latest management trend! 
“The latest management trend to sweep Silicon Valley requires CEOs to formally relinquish their authority and grants special protection for every employee to experiment with ideas. It's called holacracy and big name tech leaders have jumped on the bandwagon.”
Your summer read sorted: holacracy.org 
The holacracy governance process is not governance “of the people, by the people, and for the people” – 
it is governance of the organization, through the people, for the purpose. It enables the organization to find and express its deepest creative capacity.
Playing with hierarchies and circles - Experimenting holacracy
Why ‘circles’ may be working 
If we have engaged stakeholders in the new approach 
CEO / Execs: strategic & business buy-in 
Vision | Organisational changes 
End-users: pragmatic buy-in 
Day to day | Individual 
Key stakeholders: operational buy-in 
Business Unit / Team / Occupational 
External providers, stakeholders and networks
Why ‘circles’ may be working 
If there’s lots in it for them
Celebrate our values: Values 
Welcome our newbies: Genea Buddy 
Pass on your knowledge: Learning Curve 
Foster our wellness: GFY Committee 
Encourage us to do the right things: CSR Committee 
Cultivate the fun and build bonds: Social Club Committee 
Do something different 
 
 
 
 
 
 
Integrity 
 
Excellence 
 
 
Accountability 
 
Innovation 
 
 
Passion 
 
 
Strategic thinking* 
 
 
 
Engage and inspire* 
 
 
Talent enhancement* 
 
 
Collaboration* 
 
 
 
 
Process improvement Results Building relationships Adaptability 
 
 
 
 
 
 
Have [serious] fun 
 
 
 
 
 
 
What’s in it 
for you?
Why ‘circles’ may be working 
If there’s a purpose, hence expectations are set from scratch
What do we expect? 
Celebrate our values: Values 
Welcome our newbies: Genea Buddy 
12m | 18m 
Pass on your knowledge: Learning Curve 
Foster our wellness: GFY Committee 
Encourage us to do the right things: CSR Committee 
Cultivate the fun and build bonds: Social Club Committee 
Available spots/Committee 
6-7* 
Unlimited 
Unlimited 
6-7* 
6-7* 
8-10 
Pick your commitment 
 
Anytime 
Anytime 
 
 
Attend committee meetings 
 
 
 
 
Design the strategy 
 
 
 
Develop the plan 3m | 6m | 18m 
 
 
 
 
Take ownership to make activities happen 
 
 
 
 
 
 
Have [serious] fun, learn a lot, meet people 
 
 
 
 
 

Why ‘circles’ may be working 
If we use a few tricks 
Regular meetings 
Informal setting 
Round table format 
Focus on outcomes
Why ‘circles’ may be working 
If we can drive organisational alignment & and leverage 
Processes, Practices & Projects 
Tools 
People 
Knowledge & Skills
Why ‘circles’ may be working 
If we can work smarter together to get things done 
Jan 
Feb 
Mar 
Apr 
May 
Jun 
Jul 
Aug 
Sep 
Oct 
Nov 
Dec 
Corporate L&D (4) 
Nursing L&D (3) 
Labs L&D (3) 
WHS L&D (2) 
‘Underground’ or ‘under-the radar’ conception, design and development work 
Regular learning deliverables by: 
‘above the line’ 
‘below the line’
10Q3 
10Q4 
11Q1 
11Q2 
11Q3 
11Q4 
12Q1 
12Q2 
12Q3 
12Q4 
13Q1 
13Q2 
13Q3 
13Q4 
14Q1 
14Q2 
14Q3 
14Q4 
Why ‘circles’ may be working 
If we can go with the flow of circles’ life cycles 
Forming 
Storming 
Norming 
Performing 
Creating 
Social Club 
Good for You 
Learning Curve 
Good for All
11Q2 
11Q3 
11Q4 
12Q1 
12Q2 
12Q3 
12Q4 
13Q1 
13Q2 
13Q3 
13Q4 
14Q1 
14Q2 
14Q3 
14Q4 
Why ‘circles’ may be working 
If we can go with the flow of members’ contributions cycles 
Forming 
Storming 
Norming 
Performing 
Creating 
Creating members 
Creating member uneasy with uncertainty (‘anti- storm’) 
Continuity gap 
Members come & go continually 
New ‘anti-norm’ member
Why ‘circles’ may be working 
If we can go with the flow of members’ contributions cycles 2 
Lurkers 
Opportunists 
Contributors 
Creators 
•+80% 
•Seem inactive 
•Read, click, transact 
•May be ambassadors 
•10-20% 
•Seem annoying but useful 
•Provide feedback, ask questions, vote, forward to others, ambassadors 
•3-10% 
•Review, provide feedback, ask questions, do as told 
•Contribute as told 
•0-3% 
•Establish, create, innovate 
•Drive, plan, organise 
•May become bored once in order 
Source: The four levels of community engagement, Gartner 2008
Why ‘circles’ may be working 
If we always thank, recognise, reward etc. 
Knowledge sharing awards 
Participation in committees pat of L&D 
Celebrate achievements 
Celebrate people coming & going
Why ‘circles’ may be working 
If we are able to find the right balance when juggling the circles 
Leadership 
Collaboration 
Purpose-driven with organisational goals in mind 
Results-orientation 
Autonomy levels 
Sponsor 
Coach 
Drive 
Direct 
Intervene
Why ‘circles’ may be working 
If we embrace change as a permanent thing 
“Everything is changeable, everything appears and disappears; 
Everything changes, nothing remains without change. 
The only things which do not change are the laws of change." 
Buddha
Should you be ‘playing’ with circles? 
Diversity 
Visibility 
Step-up 
Learn & grow 
Collaborate 
Have fun 
Get promoted! 
Involve 
Democratic representation 
Hit the target 
Shared responsibility 
Reduced costs and FTE 
Engaged workforce 
Agile and flexible 
Fast and iterative 
Collaboration 
Innovation 
Cost savings 
? Best Employer 
Guest of Co-Labs  
Benefits for staff 
Benefits for HR 
Benefits for the business
Knowledge Management Consultant 
Training Manager 
Learning + Knowledge Management + Innovation …and more!
Each step on our journey is an opportunity to learn, and that learning is enriched when shared … … thank you for your attention. 
Alexandra Lederer 
alexandra.lederer@genea.com.au

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Playing with hierarchies and circles - Experimenting holacracy

  • 1. ‘Playing’ with hierarchies and circles Experimenting holacracy to boost staff engagement and get things done Alexandra Lederer Learning & Organisation Development Manager Organisational Learning Consortium Sydney 26 November 2014
  • 2. 02 Feb 2011 “We need …
  • 4. Reduce costs Increase reach & consistency Increase levels of [relevant] technical skills [Smash silos of hidden expertise] [Create connections between experts] [Transfer critical knowledge] (90% core competency training) (90% external training) What was behind this ‘solutions-driven’ request?
  • 5. “We need something … From ‘solutions-driven’ to ‘purpose-driven’
  • 8. A purpose-driven experiment to ‘play’ with a circle: The Learning Curve Team (May 2011) Volunteers No hierarchical reporting Min. required contributions No monetary reward
  • 9. A purpose-driven experiment to ‘play’ with a circle: The Learning Curve Team (May 2011)
  • 11. "All staff regardless of background or location have access to our new educational program. Colleagues are encouraged to get involved in L&D by sharing their knowledge with others, which is turn also improves their own skills. This year alone I would hazard a guess that our internal education program has saved Genea upwards of $50 000. Education the most powerful tool we have at hand, now at a price we can all afford." ‘Playing’ with circles – What has been achieved? Linda T., Laboratory Manager at Genea – December 2012
  • 12. ‘Playing’ with circles – What has been achieved? Focus on micro internal knowledge transfer sessions
  • 13. ‘Playing’ with circles – What has been achieved? The Learning Curve offer: hyper-active and … low cost $1,079 $957 $778 $774 FY11 FY12 FY13 FY14 28% savings on PD spent/FTE PD budget/FTE Actual PD/FTE 11 12 28 30 13 18 8 14 14 24 16 11 6 14 146 225 232 233 230 246 131 146 130 158 155 296 92 FY13: 206 events - 2,420 participants Learning opportunities Nb participants
  • 15. It’s getting bigger! (Mar 2014) “We need …
  • 17. Let’s try to ‘play’ with more circles! The Genea Committees (Oct 2014) Volunteers No hierarchical reporting No required contributions No monetary reward Join the [serious] fun! Celebrate what we believe in: Values Committee Welcome our newbies: Genea Buddy Pass on your knowledge: Learning Curve Foster our wellness: Good for You Committee Encourage us to do the right things: Good for All Committee Cultivate the fun and build bonds: Social Club Committee
  • 18. Let’s try to ‘play’ with more circles! The Genea Committees (Oct 2014) Core committee members From each business area Champions + ad- hoc contributors HR = sponsor
  • 19. •Committee setup •Draft strategy & plan 19 Sep Ask 28 Oct Finalise the plan 28 Nov Communicate activities for Jan-Mar 2015 12 Dec ‘Playing’ with more circles – What has been achieved? The Genea Committees: forming, storming and norming 28 Oct 02 Dec
  • 20. So apparently that’s called ‘holacracy’… “Holacracy is management by committee with an emphasis on experimentation. Hierarchies are re- organized into decentralized teams that choose their own roles and goals.”
  • 21. …and it’s the latest management trend! “The latest management trend to sweep Silicon Valley requires CEOs to formally relinquish their authority and grants special protection for every employee to experiment with ideas. It's called holacracy and big name tech leaders have jumped on the bandwagon.”
  • 22. Your summer read sorted: holacracy.org The holacracy governance process is not governance “of the people, by the people, and for the people” – it is governance of the organization, through the people, for the purpose. It enables the organization to find and express its deepest creative capacity.
  • 24. Why ‘circles’ may be working If we have engaged stakeholders in the new approach CEO / Execs: strategic & business buy-in Vision | Organisational changes End-users: pragmatic buy-in Day to day | Individual Key stakeholders: operational buy-in Business Unit / Team / Occupational External providers, stakeholders and networks
  • 25. Why ‘circles’ may be working If there’s lots in it for them
  • 26. Celebrate our values: Values Welcome our newbies: Genea Buddy Pass on your knowledge: Learning Curve Foster our wellness: GFY Committee Encourage us to do the right things: CSR Committee Cultivate the fun and build bonds: Social Club Committee Do something different       Integrity  Excellence   Accountability  Innovation   Passion   Strategic thinking*    Engage and inspire*   Talent enhancement*   Collaboration*     Process improvement Results Building relationships Adaptability       Have [serious] fun       What’s in it for you?
  • 27. Why ‘circles’ may be working If there’s a purpose, hence expectations are set from scratch
  • 28. What do we expect? Celebrate our values: Values Welcome our newbies: Genea Buddy 12m | 18m Pass on your knowledge: Learning Curve Foster our wellness: GFY Committee Encourage us to do the right things: CSR Committee Cultivate the fun and build bonds: Social Club Committee Available spots/Committee 6-7* Unlimited Unlimited 6-7* 6-7* 8-10 Pick your commitment  Anytime Anytime   Attend committee meetings     Design the strategy    Develop the plan 3m | 6m | 18m     Take ownership to make activities happen       Have [serious] fun, learn a lot, meet people      
  • 29. Why ‘circles’ may be working If we use a few tricks Regular meetings Informal setting Round table format Focus on outcomes
  • 30. Why ‘circles’ may be working If we can drive organisational alignment & and leverage Processes, Practices & Projects Tools People Knowledge & Skills
  • 31. Why ‘circles’ may be working If we can work smarter together to get things done Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Corporate L&D (4) Nursing L&D (3) Labs L&D (3) WHS L&D (2) ‘Underground’ or ‘under-the radar’ conception, design and development work Regular learning deliverables by: ‘above the line’ ‘below the line’
  • 32. 10Q3 10Q4 11Q1 11Q2 11Q3 11Q4 12Q1 12Q2 12Q3 12Q4 13Q1 13Q2 13Q3 13Q4 14Q1 14Q2 14Q3 14Q4 Why ‘circles’ may be working If we can go with the flow of circles’ life cycles Forming Storming Norming Performing Creating Social Club Good for You Learning Curve Good for All
  • 33. 11Q2 11Q3 11Q4 12Q1 12Q2 12Q3 12Q4 13Q1 13Q2 13Q3 13Q4 14Q1 14Q2 14Q3 14Q4 Why ‘circles’ may be working If we can go with the flow of members’ contributions cycles Forming Storming Norming Performing Creating Creating members Creating member uneasy with uncertainty (‘anti- storm’) Continuity gap Members come & go continually New ‘anti-norm’ member
  • 34. Why ‘circles’ may be working If we can go with the flow of members’ contributions cycles 2 Lurkers Opportunists Contributors Creators •+80% •Seem inactive •Read, click, transact •May be ambassadors •10-20% •Seem annoying but useful •Provide feedback, ask questions, vote, forward to others, ambassadors •3-10% •Review, provide feedback, ask questions, do as told •Contribute as told •0-3% •Establish, create, innovate •Drive, plan, organise •May become bored once in order Source: The four levels of community engagement, Gartner 2008
  • 35. Why ‘circles’ may be working If we always thank, recognise, reward etc. Knowledge sharing awards Participation in committees pat of L&D Celebrate achievements Celebrate people coming & going
  • 36. Why ‘circles’ may be working If we are able to find the right balance when juggling the circles Leadership Collaboration Purpose-driven with organisational goals in mind Results-orientation Autonomy levels Sponsor Coach Drive Direct Intervene
  • 37. Why ‘circles’ may be working If we embrace change as a permanent thing “Everything is changeable, everything appears and disappears; Everything changes, nothing remains without change. The only things which do not change are the laws of change." Buddha
  • 38. Should you be ‘playing’ with circles? Diversity Visibility Step-up Learn & grow Collaborate Have fun Get promoted! Involve Democratic representation Hit the target Shared responsibility Reduced costs and FTE Engaged workforce Agile and flexible Fast and iterative Collaboration Innovation Cost savings ? Best Employer Guest of Co-Labs  Benefits for staff Benefits for HR Benefits for the business
  • 39. Knowledge Management Consultant Training Manager Learning + Knowledge Management + Innovation …and more!
  • 40. Each step on our journey is an opportunity to learn, and that learning is enriched when shared … … thank you for your attention. Alexandra Lederer alexandra.lederer@genea.com.au