Modified Search Conference (SC) and Participative Design Workshop (PDW)
Purpose: To design the most desirable and achievable future for X Company and The Best Route to get there. Not “expert” driven, thus, there is no resistance to change!
Work Chronogram
Time Duration Format Task Results Observations
08:00 xx min Plenary Introduction Work Schedule Clarifications, Expectations & Responsibilities clearly explained
08:15 xx min Plenary Global Scanning Data Base (Scanning for Significant Events)
08:25 xx min Groups Trend Analysis Probable & Desirable Global Futures
08:45 xx min Plenary Local Scanning Data Base (Scanning for Events at local level)
09:05 xx min Groups Trend Analysis Company’s Probable Future (If we do nothing)
Lineal Projection until 2030
09:25 xx min Plenary History Chronological events to present (Vision/Mission) – Data Base
09:40 xx min Plenary Company’s History Revision Items to maintain, create, eliminate
VALUE PROPOSITION
10:05 xx min Groups Desirable Future Company’s Most Desirable and achievable Future
10:25 xx min Plenary Strategic Plan Specific and measurable Objectives & KPIs
11:05 xx min TEA BREAK
11:15 xx min Groups Action Plan SWOTT & PESTLE, Goal Prioritization & KPIs
12:05 xx min Plenary Integration & Prioritization of Strategic Goals & KPIs – Strategic Plan
13:00 xx min LUNCH
STRATEGIC PLAN IMPLEMENTATION
Time Duration Format Task Results Observations
13:40 xx min Plenary Organizational Design
Pathologic Implications (Bureaucracy/Variety Reducing)
13:55 xx min Groups Matrix of Psychological Requirements (Organizational Redesign Tool)
[Decision-making, Learning, Variety (-5 to 5+)]
[Mutual Support & Respect, Significance, Desirable Future (0-10+)]
14:35 xx min Groups Skills Inventory of each member for implementation of strategic goals
15:00 xx min TEA BREAK
15:15 xx min Plenary Organizational Design Principles (Variety Enhancing)
15:30 xx min Groups Organizational Redesign addressing 6 Psychological Criteria & Skills Matrix
16:50 xx min Plenary Strategic Action Plan – KPIs to achieve/measure the goals/objectives
(Vision, Mission, Values)
17:50 Final concerns? Responsibilities to keep track of work and carry on continuous follow up!
LOGISTICS
Online: A reliable platform for clear communication and groups formation.
In Situ: Open area for all participants to fit comfortably, quiet and isolated from distractions, 1 tripod, flipboard chart paper, masking tape, and markers per each group of 5-7 people.
FINAL NOTE: The duration for each task in the above chronogram can change according to ability and desire of the participants. The SC & PDW must be understood as just the beginning of a never-ending process.
Example of Psychological Criteria. The First three can be too much (+5) or too little ( -5)
The last three can never be too much.
| Criterion | Sanjay | Dipika | John | ||
| Decision making | -5 | 0 | +5 | ||
| Learning | 0 | 0 | +5 | ||
| Variety | -4 | 0 | 0 | ||
| Mutual Support & Respect | 0 | 5 | 9 | ||
| Meaningfulness | 1 | 5 | 10 | ||
| Desirable future | 1 | 6 | 10 |
From the above examples one can immediately see that Sanjay is at the bottom of the hierarchy and feels terrible in his work and must be helped. Dipika is fine. John is on top of the hierarchy and also needs help with the first 3 criteria for he feels he has too much responsibility and too much to learn.
EXAMPLE OF SKILLS INVENTORY
SKILLS REQUIRED
| INDIVIDUAL | Skill a | Skill b | Skill c | Skill d | Skill e | Skill f | Skill g | # OF SKILLS |
| Sanjay | X | x | X | x | 4 | |||
| Dipika | X | x | X | 3 | ||||
| John | x | X | x | x | X | x | 6 | |
| # with the skill | 3 | 0 | 2 | 2 | 3 | 1 | 2 |
From the above one immediately sees the need to have at least one person with Skill b.