This page offers my original papers and guides, my most frequently shared technical materials (TOOLBOX tags), and links to foundational material created by others.
Inviting Agility is the New Way of Working
- Why Invite Agility? – Foundations for Inviting Agility
- Open Space, Inviting Leadership, and the Agile Manifesto – Key Insights
- Open Space, Inviting Agility, Enterprise Scrum – Agile.FM Podcast Interview
- What is Business Agility? – Forbes’ Steve Denning (short video/slides) on the preeminence of customers, small teams and networks
- Case Story: Walmart – rapid, global, agile transformation inside of a corporate giant
- Dare Real Agile Podcast, with Alexandre-Frédéric Joly, connecting Open Space and Enterprise Scrum.
- TOOLBOX: Operating Agility in Scaling Startups – David Sacks’ (PayPal, Yammer) “Cadence” framework is a brilliant, practical business agility case story. See also the Jason Calacanis podcast interview.
Open Space Gets People Moving
- Inviting Leadership Guide – all my most frequently shared Open Space papers and tools in a single document (includes executive summary, guided tour, invitation writing, script, templates, checklists, and other resources for facilitators and meeting sponsors)
- OpenSpaceWorld.org – the leading global OS website (I started in 1999)
- Brief User’s Guide – Harrison Owen’s original “how to” paper
- Case Story: Strategic Conversation [pdf] – OST for customer-centered strategy development
- Case Story: Adaptive Challenges – a simple, direct approach to the hardest issues
- More Case Stories – some favorite, frequently-shared Open Space stories, see also Proceedings samples.
- SMARTer Agile – brief slide deck, based on Sandra Walsh’s OpenXP for technical requirements gathering in Open Space, applicable to any strategic roadmapping work
- Open Space Technology: A User’s Non-Guide – commentary on the inner game of Opening Space, edited from contributions by 37 practitioners around the world
- TOOLBOX: Required Conditions, Basic Preparation and Working Mechanisms – how to think about hosting an open space meeting (via openspaceworld.org)
- TOOLBOX: Opening Space Online – what we’ve learned about inviting and supporting self-organized work in online platforms
- TOOLBOX: Open Space Proceedings Samples + Templates – useful as case stories and as documentation templates
- TOOLBOX: Ongoing Open Space – rules for ongoing OS, developed at University of Kentucky Rural Health Center, posted in my wiki workspace notes.
- TOOLBOX: (forthcoming) After Open Space – how to turn conference proceedings into strategic roadmap and ongoing open/agile practice
- TOOLBOX: Extensive Open Space practice notes – indexed in my workspace wiki over many years
Kanban Makes Work Visible and Optimizes Flow
- Personal Kanban – a great way to get started and understand the practice
- Essential Kanban Condensed – go deeper and apply to any kind of work
Scrum Makes Delivering Value Iterative and Dependable
- The Scrum Guide: The Rules of the Game – the definitive guide, famously brief 16 pages
- The New New Product Development Game – Harvard Business Review, inspiration for Scrum
- SCRUM: Doing Twice the Work in Half the Time (Amazon) – by Scrum originator, Jeff Sutherland
- Scrum at Scale Guide – Jeff Sutherland’s take on scaling scrum
Enterprise Scrum Visualizes and Agilizes at Scale
- Enterprise Scrum for Business Agility Guide – what is Enterprise Scrum? …and how to use it to agilize anything
- Agilize Anything (Even City Government) with Enterprise Scrum – slides from Global Scrum Gathering workshop presentation
- Enterprise Scrum for Software Scaling – overview I wrote for Scaling for Dummies, see also ES InfoGraphic
- What is EnterpriseScrum? – papers and videos by ES originator, Mike Beedle
- TOOLBOX: Canvas Templates – two basic canvas formats, to strategize, plan and execute any kind of work, at any scale, with a number of adaptations for getting started.
- TOOLBOX: Overlapping Cadences – David Sacks’ (PayPal, Yammer) “Cadences” framework is the “timing” that’s implied in Mike Beedle’s Enterprise Scrum canvases.
- TOOLBOX: User Story Mapping – make product thinking and customer experience visible. see also StoryMap and UserStory quick reference guides.
- TOOLBOX: Draw Toast – quick team exercise as introduction to visualizing work, see also Story Mapping below.
Participative Design Reshapes Organization Structure for Agility
- TOOLBOX: What Can Agile Learn from Participative Democracy? – short slide deck intro to Participative Design, including Six Criteria and Skills Matrix evaluation tools.
- Constantly Trying to Change? Why not Change to be Adaptive? – PD Intro [more]
- Participative Design Notes – quick reference for six criteria, workshop steps, etc.
- Emery and Trist Environments – understanding the context we work in
- CaseStory: Trist Long Wall Method, c. 1950 – the earliest modern, industrial, self-managing teams – we’re still up against the same human needs and challenges
More on Agile Strategy, Structure, Practice and Mindset
- Lean Start-up, Reis – [book] [notes]
- Business Model Canvas, Osterwalder/Pigneur – [book download] [video] [step-by-step]
- This is Lean, Modig/Ahlstrom [book] [notes]
- Zone to Win, Moore – [book] [notes]
- Radical Management, Denning – [book] [notes]
- BOSSA Nova for Company-wide Agility, Eckstein/Buck – [book] [video]
- Distributed Teams, Rothman/Kilby – advanced agile practice for working remotely [book]
- Design Thinking – rapid, customer-centric, prototype learning – [Stanford/Resources]
- Beyond Budgeting – financial flexibility for driving business adaptation – [principles]
- The Goal: A Process of Ongoing Improvement, Goldratt – [book] [notes]
- TOOLBOX: Clean Language – [notes]
- TOOLBOX: Liberating Structures, Lipmanowicz and McCandless [book/guides]
- TOOLBOX: Lean Coffee – [overview]
- TOOLBOX: Dialogue (per David Bohm) – [overview] [training workshop notes]
If a living system [organism, organization or ecosystem] is unhealthy, the way to make it more healthy is to reconnect it with more of itself. –Francisco Varela