A Modified Search Conference & Participative Design Workshop In Action

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 2026   

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        Recess 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 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  +5     
Learning  +5     
Variety  -4     
           
Mutual Support & Respect    
Meaningfulness  10     
Desirable future  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       
Dipika         
John   
# with the skill  0   

From the above one immediately sees the need to have at least one person with Skill b.