2017 ANNUAL CONFERENCE
SHIFTING ORGANIZATION ECOSYSTEMS – DESIGNING FOR BALANCE
April 25 – 27, 2017
Santa Fe, NM
Santa Fe, NM
As Organization Designers, we experience extreme pressure to provide quick fixes to complex challenges. We know that organizations form complex ecosystems with intricate patterns. Our organizations operate in a disruptive, fast shifting and digital world. We focus on designing solutions that create positive shifts in those patterns. Sometimes those shifts produce unintended, unexpected consequences in structure and culture. Those consequences give rise to new leadership challenges. We must be ready to respond and continue to adjust. We must create a harmonious balance among social, technical, market, and community systems.
At 2017 ODF, we will present a wide range of topics and techniques for engaging with complex patterns. You will explore and interact with people who bring different experiences, such as:
- Organization design experts who share wisdom and guidance for finding the balance and simplicity
- Business executives who have experimented with different organization designs
- Authors of books, articles, research, and digital alternatives like blogs and vlogs
- Scholars who study organizations and bring ideas from the latest research
- Consultants who develop unique thinking and practices to match the needs of their clients
- Learners exploring the nature of organization design for the first time
Join us in this exciting exploration and discovery!
Download the Conference Schedule
Download a brochure
PLENARY SPEAKERS
Activating the Enterprise Strategy
at W.L. Gore: Lessons Learned
featuring
MARY TILLEY & AMY KATES
at W.L. Gore: Lessons Learned
W.L. Gore’s updated Enterprise Strategy creates a unified direction for the company and its divisions. However, moving from small business unit silos to an integrated, closely held portfolio requires significant shifts in accountabilities and ways of work. Gore’s powerful, but informal, management culture has worked for 30 years, but the business environment now demands greater speed and agility. Gore’s leadership realized the organization was not architected in a scalable way and many long term practices would not serve it in the future. Leveraging the tried and true Star Model, with a focus on the organizational capabilities and activation, has allowed the company to identify the right organizational changes and accelerate the pace of change. In this session, Mary Tilley will share the organization design frameworks that Gore is using to prepare this iconic company for continued success.
The Changing Practice
of Organization Design
in a
Networked Multi-Stakeholder World
featuring
SUE MOHRMAN & STU WINBY
of Organization Design
in a
Networked Multi-Stakeholder World
Today’s environment demands Increasing the scope of the focus of organization design and considering the value delivered to a much broader set of stakeholders. We will explore case studies that demonstrate the role of the designer in this changing environment. We will explore changing frameworks for designing in a world characterized by digital advances that enable connectivity on a scale that fundamentally changes the business models in many industries. This is combined with an unprecedented demand for collaboration across many dimensions and stakeholders in order to deal with a world of scarce resources. The argument is that deep expertise in organization, multi-stakeholder, and inter-organizational design is required to deal with these challenges.
How Would One Design Relationships
to Fit the Needs of
Different Kinds of Situations?
featuring
DR. EDGAR SCHEIN & PETER SCHEIN
to Fit the Needs of
Different Kinds of Situations?
We are increasingly entering the age of relationships, yet we continue to ignore what we really mean by relationships, that relationships exist at different levels from pure transaction to emotional intimacy, and there is nothing much written about how one would design relationships to fit their needs of different kinds of situations. In this session Dr. Schein wants to explore what it would mean to design the links between the organizational units or roles that are typically the target of design efforts. What kind of relationships do we want between people and between groups, and how would we design such relationships?
He will be referring to two of his most recent books, Humble Consulting (2016) and Organizational Culture and Leadership, 5th Edition (2017)
“Designers’ Practice”
(with real-time exploration and consulting)
featuring
SUSIE MACLEAN & WENDY BOWERS
Working in small groups, conference attendees will tackle the strategic organization design issues of scaling for growth. The case involves The Solutions Group, which was a small, local, and successful Wellness and EAP provider, when purchased in 2013 by Presbyterian Healthcare Services, the largest integrated health care system in New Mexico. In the past three years revenue and headcount have tripled, and while connections with the parent company are in place, operating methods remain largely independent. As a local company, within a larger local company (with for-profit and not-for-profit divisions), future growth will come from outside the home market. Guided by a session flow planned by Wendy, we’ll be asked to weigh in on the organization capabilities, design, and alignment factors Susie will need to consider as she prepares to expand the division beyond its home state.
Step into the past and experience the splendor of the American Southwest at La Fonda on the Plaza, the only Santa Fe hotel situated on the historic Santa Fe Plaza. Start your adventure in Santa Fe and experience the allure of old world charm at one of the best Santa Fe hotels, where tasteful, modern conveniences blend with the warmth of authentic New Mexican style.
We’ve selected a beautiful location
La Fonda on the Plaza
UPDATE: La Fonda has sold out on some nights of the conference
As an alternate, we have arranged a rate of $169+tax/nt at
Drury Inn of Santa Fe
Reserve online
*Rate available thru APRIL 3RD for the nights of April 23 – 26
La Fonda on the Plaza
UPDATE: La Fonda has sold out on some nights of the conference
As an alternate, we have arranged a rate of $169+tax/nt at
Drury Inn of Santa Fe
Reserve online
*Rate available thru APRIL 3RD for the nights of April 23 – 26
PEER WORKSHOPS
Every year we invite the ODF community members to submit proposals on case studies, advanced theory and new methodologies that impact the practice of organization design.
We are looking for dynamic thinkers who will engage our conference participants in thought-provoking, diverse conversation and experiential concurrent workshop sessions that challenge our assumptions, stretch our thinking, and expand our skills. ODF is committed to providing a conference experience that inspires, connects, enables, and supports the exciting work of organization design.
SHIFTING ORGANIZATIONS: Stories from the re-design of global business models and team networks in complex, global businesses
MOVING FROM AN INDUSTRIAL TO A
DIGITAL INDUSTRIAL BUSINESS MODEL
MICHAEL LECKIE, General Electric
JON WHEELER, The Clarion Group
DIGITAL INDUSTRIAL BUSINESS MODEL
JON WHEELER, The Clarion Group
GE has embarked on a massive strategic change which will turn their portfolio of industrial businesses (turbines, jet engines, locomotives, energy, medical devices, appliances) to a software enabled and driven “digital industrial” business. . .
LEADING AND WORKING
WITHIN A NETWORK OF TEAMS
CARLOS VALDES-DAPENA, Mars, Inc
WITHIN A NETWORK OF TEAMS
Mars, Inc. employed its internally developed framework for team effectiveness to enable work teams to make the most of their cross-organizational, cross-functional, and cross-national work. . .
BALANCING THE FACTORS: Exploration of external factors and internal ingredients in today’s rapidly changing environments
RE-ORGANIZING FOR THE
COMPLEX AND CREATIVE DIGITAL ECONOMY
KIM CLARK PAKSTYS, Strategic Organization Solutions
COMPLEX AND CREATIVE DIGITAL ECONOMY
Today’s evolving landscape and constant disruptions call for organizations to rethink their stakeholders and examine their requirements. During this session, we will explore the impact of emerging business trends on organization design. . .
DESIGNING TO WIN
THROUGH M&A
KATHLEEN ARDUS & LUANN PHILYAW
THROUGH M&A
Along with a purposeful organization design, rapidly establishing the right mindset and unrelenting focus on becoming a cohesive and unbeatable winning team is one of many ingredients of the ‘secret sauce’ to enduring integration success. . .
USING A SYSTEMS VIEW: Discovery of tools and frameworks for supporting and understanding organizational ecosystems
FASTER, SIMPLER & BALANCED:
FOCUS YOUR LEADERSHIP OPERATING SYSTEM
BRUCE MABEE, Milestone Partners LLC
FOCUS YOUR LEADERSHIP OPERATING SYSTEM
As new changes pop, how do you keep solutions aligned among diverse stakeholders? A volatile case of a global organization will ask us, “What would you do?” It will help us focus our invisible Operating System, which lurks beneath our choices when the pressure is on. . .
THE OS CANVAS: A NEW TOOL
FOR UNDERSTANDING ORGANIZATIONAL ECOSYSTEMS
ALI RANDEL & SAM SPURLIN, The Ready
FOR UNDERSTANDING ORGANIZATIONAL ECOSYSTEMS
Why has it historically been so hard to articulate the complex and integrated nature of organizational systems? In this session you’ll get a brief introduction to the OS Canvas, a new framework for understanding and articulating organizational ecosystems. . .
PRE-CONFERENCE WORKSHOPS
MONDAY, APRIL 24, 2017
The Organization Design Forum devotes the day before the conference to workshops that build knowledge, skills and competence for our different types of practitioners. It is our goal to help elevate and deepen the practice of organization design by offering learning opportunities that enable or support the field.
This year we are offering two full-day sessions:
Organization Design Primer: Theory and Practice
with
Claudia Murphy-Bement, Managing Principal of CMC, Inc.
Tom Jasinski, President and Founder of Third Gate Partners, Inc.
Monday, April 24th
8:30 AM – 4:30 PM
$495
What is organization design? How does one think about it? How does one do it? If you are new to the field, or find yourself simply wanting to learn more about its foundation, these may be your questions. This engaging, fast-paced program will build your awareness, understanding, knowledge, and ability to move forward as a learning and emerging practitioner of organization design.
A DESIGNER’S LAB — THE ART AND SCIENCE
OF
ORGANIZATIONAL DESIGN
with
Sue Mohrman, Senior Research Scientist for the Center for Effective Organizations
Stu Winby, CEO of SPRING Network
Monday, April 24th
8:30 – 4:30 PM
$495
An offering for the more experienced practitioner, this workshop will be a series of deliberations that explore the changing nature of organization design. Based on rich case studies, we will collectively explore the full “life cycle” of organization and multi-organization design in a world of inter-connectivity.
ORGANIZATION DESIGN BAZAAR
The conference format allows for maximum learning and connection. We include a mix of cutting edge plenary speakers and sessions led by peers that will explore such topics as: the changing nature of work, the impact on work space, the ways that design intersects with Big Data, and the evolution of our capabilities as organization design practitioners. We also include time to connect with other participants in ways that boost your knowledge and networks.
And, back by popular demand on the second day of the conference, the “Organization Design Bazaar”.
The Bazaar is an energetic open forum where conference attendees exchange organization design ideas, practices, challenges and information related to our conference theme: SHIFTING ORGANIZATION ECOSYSTEMS – DESIGNING FOR BALANCE
Our intention is:
- To invite participants to contribute to a community-wide dialogue
- To support each other’s learning and development
- To engage and constructively challenge each other
- To stimulate ideas and innovation in our practices
Click here for an overview of the Organization Design Bazaar
Thanks to our graphic artists:
- Nancy Brown McCauley w/ Downtown Doodles
- Patricia Kambitsch w/ Playthink
We have planned two options to get out & about
after we wrap up our Advisory Board panel on Wednesday, April 26th
after we wrap up our Advisory Board panel on Wednesday, April 26th
Easy Historic Walking Tour: Join our expert historians as they guide you from the historic Harvey House Headquarters of La Fonda in the heart of Santa Fe’s Plaza area. We will pass by the famous American Indian Market in front of The Palace of Governors, the Loretto Chapel, the Oldest Church San Miguel Mission, the New Mexico State Capitol with over $7 million in art on display, and the only Capitol building based on Native American architecture. You’ll hear of the Native history, and the tri-cultural heritage, where Native Americans, Spanish and Anglos have lived together for centuries.
Tour Duration: 1hr 30 mins
Departing La Fonda at 4:00 PM
Fee: $15/person
Welcome to Santa Fe – the oldest capital city in the U.S.
Take this opportunity to get acquainted with
an easy historic walking tour OR an open-air tram tour
Loretto Line Tram Tours: Covering an 8 -10 mile loop in our open air tram that includes the most important historical areas in Santa Fe, including Canyon Road and its colorful art galleries, historic neighborhoods, Santa Fe’s Museum Hill area, the historic Santa Fe Plaza and other notable locations in the heart of the city. Our expert guides are extensively trained and have in-depth knowledge in specialized areas such as archaeology, architecture, and the unique history of Santa Fe.
Tour Duration: 1hr 15 mins
Departing La Fonda at 5:30 PM
Fee: $20/person
Conference Fee $1895
Students register for $495*
Share the code CKOUTODF with a first time conference attendee
and they save $149 . . .
and if you attend, to recognize your support to grow the community,
we’ll put you in a drawing for a $200 Amazon Gift Card
Download a brochure
*Student Registration Fee is not eligible for the first time attendee discount
What we heard after our 2016 conference . . .
Thoroughly enjoyed the conference, and the speakers and topics. I liked the smaller number of participants and the ability to interact with the presenters.
Had a fantastic time! The networking, sense of community, and commitment to learning and sharing are the strongest of any conference I’ve ever attended. I feel privileged to be a part of this network. Thank you!
Very well done — it’s one of those experiences I’ve had where I think afterwards — “how could I NOT have done that???” And those are the best…
