Agile Collaboration with the S3 Delegation Canvas (Session@ ALE-2017)

Agile Collaboration with the
S3 Delegation Canvas
Bernhard Bockelbrink @ ALE 2017
http://evolvingcollaboration.com
Bernhard Bockelbrink (v2017-08-25) - evolvingcollaboration.com 1

Agenda Steps
1. Introducing S3
2. Delegation and Domains
3. Delegation Canvas Overview
4. 10 Steps to Delegation
5. Development
6. The Delegation Game
7. Other Canvases
8. Q & A
S1: Primary Driver / Mission
S2: Key Responsibilities
S3. Key Challenges
S4: Key Constraints
S5: Key Deliverables
S6: Delegator Responsibilities
S7: Key Metrics
S8: Key Resources
S9: Evaluation
S10: Dependencies

Introducing S3

Sociocracy 3.0 - An open framework for
evolving agile and resilient organizations
70 Patterns for Effective Collaboration At Any Scale
• principles-based: patterns are built on 7 principles for agile collaboration
• free: licensed under a Creative Commons Free Culture License
• lightweight an S3 patterns is typically introduced to an organization in
less than 3 hours
• open just take what you need right now, tweak and adapt as you see ﬁt

Delegation and Domains

Domains
A domain is a distinct area of inﬂuence, activity and decision making
within an organization.
Domains are delegated to people: (e.g. a unit, department, team,
circle, open domain, role, position)

Domains in Organizations
All domains in an organization
• are within the overall domain of an
organization
• may overlap (non-hierarchical
organizations)
• may be be fully contained within other
domains (hierarchical organizations)

Delegation
• delegator is accountable for a domain
• delegator delegates (part of) that domain to delegatee
• both delegator and delegatee are accountable for success
Example: team creates a role and selects one team member for the
role

Delegation and Structure
Delegation:
• creates organizational structure
through distribution of work
• is essential for effectiveness of
organization
• may enable or prevent trust, autonomy
and development

Structure and Success
structure should make things easier
• get the work done
• clarify expectations and constraints
• manage dependencies
• build trust and autonomy
• enable organizational and personal development

Structure and Success (cont.)
Structure should not make things harder
• get in the way
• create additional work
• create additional constraints

S3 Delegation Canvas
Overview

A tool for negotiating, clarifying
and evolving the delegation of a
domain to people
• foster shared understanding
• find a fitting balance between autonomy
and influence
• manage dependencies and constraints
• clarify expectations

Development
• enable iterative, collaborative and
hypothesis-driven development
• for individuals
• for the organization
• build trust and autonomy

Applications
• departments
• teams
• circles
• open domains
• roles
• positions
• tasks
• projects

Applications (cont.)
• ﬁlling in a canvas takes 45-60 minutes
• no assumptions about structure:
hierarchical and post-hierarchical
organizations
• new domains and existing domains
(delegation game)
• start small: only use what appears
valuable right now, you can still add the
rest later!

Ten Steps
To Delegation

Step 1: Primary Driver / Mission
Justify the domain:
• Why does the team or role exist?
• What is the need it responds to?

Step 2: Key Responsibilities
Clarify domain:
• list the top three responsibilities (common goals or objectives)
• describe them in a way that that enables measuring success

Step 3: Key Challenges
Identify at least least three important challenges to the success of
the team/role. Challenges are related to the outside world, to the
organization, or sometimes also to speciﬁc delegatee(s). Look for
• risk
• uncertainty and complexity
• lack of skills or resources.

Step 4: Key Constraints
Describe important constraints to the autonomy and influence of the delegatee. Key constraints are either
fixed, or a matter of decision, and may be related to the outside world, the organization, or specifically to the
delegator's level of trust. Some examples:
• shared resources
• required consultations or outside influence
• time constraints
• legal constraints
• budget constraints
• audits
• expected reports

Step 5: Key Deliverables
What does the team/role provide to meet the key responsibilities
and key challenges?
What do other parties expect from the team/role?
Describe at least the top three deliverables (products, services,
experiences or transformations).

Step 6: Delegator Responsibilities
What is the delegator's contribution to the success of the
delegatee(s)?
Responsibilities should be speciﬁc and measurable, so they can be
reviewed and developed.

Step 7: Key Metrics
How can you measure the success of the delegatee(s)?
Prefer simple, continuous and actionable metrics, and relate them to
driver, responsibilities, challenges and deliverables.

Step 8: Key Resources
Essential resources, assets or privileges the delegatee(s) can make
use of in accounting for their domain.

Step 9: Evaluation
Agree on:
• schedule for review of the delegation
• evaluation criteria in addition the key metrics
• any other relevant aspects of the evaluation.

Step 10: Dependencies
Describe:
• customers (those who consume the team's output)
• providers of products or services essential to the work of the
delegatee(s). Include reasonable expectations about the delivery.
• any other essential stakeholders

Development

Peer-Review for Roles or Teams
• invite participants
• present delegation canvas, metrics and reports
• collect appreciations
• collect improvements
• co-create development plan
• actionable changes to behavior
• changes to structure (delegation canvas)
• get consent to development plan from all stakeholders

The Delegation Game

The Delegation Game
Applications:
• deﬁne and delegate a new domain
• develop shared understanding and reveal misconceptions about
an existing domain (role, position, team, department etc. )
Length:
• 30-60 mins

The Delegation Game (2)
Participants:
• delegator(s)
• delegatee(s)
Materials needed:
• a delegation canvas for each participant
• pens
• ﬂipchart

The Delegation Game (3)
• allow for 15 minutes for each participant to ﬁll in their canvas
individually
• go through each section together: compare notes and agree on
text for that section

Other Canvases

Q & ABernhard Bockelbrink (v2017-08-25) - evolvingcollaboration.com 39

What now?
• download the S3 Canvas Series: http://sociocracy30.org/s3-canvas/
• S3 Primer (German): http://evolvingcollaboration.com/s3-primer/
• S3 Website http://sociocracy30.org (with newsletter)
• more S3 resources http://evolving-collaboration.com/s3
• translate S3: http://bit.ly/translate-s3
• Twitter: @b_bockelbrink
• My Blog http://evolving-collaboration.com

Bernhard Bockelbrink is an agile coach, trainer and consultant
supporting individuals, teams and organizations in navigating
complex challenges and developing a culture of effective, conscious
and joyful collaboration.
evolvingcollaboration.com -- bernhard.bockelbrink@gmail.com

License
This work by Bernhard Bockelbrink licensed under the Creative
Commons Attribution-ShareAlike 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-
sa/4.0/.
This work is based on "S3 - All patterns explained" by Bernhard
Bockelbrink and James Priest, available on http://sociocracy30.org

Agile Collaboration with the S3 Delegation Canvas (Session@ ALE-2017)

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