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OpenSpace Agility Certification Workshop
OpenSpace Agility classroom, NYC
New York, NY
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OpenSpace Agility Certification Workshop
This course is taught by instructors certified in the OpenSpace Agility™ framework. It's a full-immersion experiential course for those who are seeking a rapid & lasting Agile adoption.

This text also appears in full at:
http://openspaceagility.com/osa/osa-training/osa-workshop/

Be sure to examine Ground Rules at the bottom of this text before registering.



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FACILITATOR & INSTRUCTOR:
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Coaching executives and teams since 2006, DANIEL MEZICK is an expert on extending adaptive Agile culture beyond software. His books and workshops teach you how.

A  frequent speaker at industry conferences, Daniels list of clients include Capital One, INTUIT, CIGNA, SIEMENS Healthcare, Pitney Bowes, Harvard University, and dozens of smaller enterprises.

His first pioneering work on culture was published in 2012.  THE CULTURE GAME described 16 specific patterns that extend Agile ideas across the organization, beyond software. THE CULTURE GAME describes a very clear, step-by-step program for doing exactly that.

In 2014 he built upon THE CULTURE GAME patterns and formulated the OpenSpace Agility method. OpenSpace Agility is a flexible template for enabling lasting change in your organization. Daniel is the primary author of the OPEN SPACE AGILITY HANDBOOK  with co-authors Louise Kold-Taylor, Deb Pontes, Mark Sheffield and Harold Shinsato.

Daniels enterprise consulting practice is built upon the core concepts found inside these books. Daniel conducts workshops based on these books, and also offers enterprise Agile coaching, Agile training programs for teams, and management consulting.

You can learn more and contact Daniel at www.DanielMezick.com.





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The OpenSpace Agility Workshop with Certification
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Course Objective

Learn the concepts and facilities of the OpenSpace Agility framework, such that the student can assess the approach and begin using it to achieve rapid & lasting change in their organization.

Examine the Full Description of OpenSpace Agility here:
www.OpenSpaceAgility.com

Course Duration

This OSA certification course is taught in 3 formats:


This OSA Certification Workshop is presented as 1-day course scheduled ahead of the AGILE COACH CAMP and SCRUM DAY conference events in NYC. There is a requirement to attend a short 2-hour online session in advance of the Workshop.

Course Overview

This is a course on creating rapid and lasting change across multiple teams using the OpenSpace Agility technique as described in THE OPENSPACE AGILITY HANDBOOK. Each student receives a copy of the handbook. The class includes ten experiential exercises, books from the instructor, and 30 days of support by email after the class.


Certification

By attending and successfully completing an OSA Workshop you earn the OSA certificate of completion. Learn more about the certificate here.

Who Should Attend

Facilitators, consultants and coaches who assist with process and culture change in organizations will get the most from this workshop.

You do not need to be implementing "Agile software development" to get the most from this class.

On the contrary: The OpenSpace Agility template with before/after Open Space events is applicable in ANY organization considering ANY kind of process or culture-change initiative.

The following kinds of students gain the most from attendance:

Executives and business leaders
Managers of departments and teams
Coaches, consultants and facilitators
Organizational Development Professionals


The 3-Part Agenda:

Part 1: OPEN SPACE CONCEPTS AND FACILITIES
Part 2: PRIME/OS (Prime-OS.com)
Part 3: OSA CONCEPTS & FACILITIES

What You Will Learn:

Successful Agile adoptions are powered by human engagement. Improvements in morale, productivity, quality & predictability follow. This course teaches how to achieve very high levels of engagement in your Agile adoption, leading to strong improvement in everything you are measuring.

During this course:

Participants gain an understanding of the cultural dynamics of adopting Agile

Students learn the OpenSpace Agility framework, a proven method for obtaining a rapid & lasting Agile adoption

Students learn how to implement Agile rapidly in service to creating a high-performance organization

Executives, sponsors, coaches, and team members learn how to create a rapid and lasting Agile adoption

Participants learn how to apply the OpenSpace Agility framework to stabilize ongoing & troubled Agile adoptions

Students learn how to customize and tailor the flexible OpenSpace Agility framework to fit their organizational context and circumstances

Who Should Attend:

Progressive leaders of organizations that want to rapid and lasting success with Agile adoption

Executives beginning to implement Agile across multiple teams

Executives with current Agile adoptions that are having problems

Managers, Coaches, and Team members who are participating in new or existing Agile adoption in their organizations

Any leader who wants to avoid the pitfalls of implementing Agile in their organization



Takeaways for Each Student:

Every student receives:

The OpenSpace Agility certificate of completion

The OpenSpace Agility Handbook and other materials

30 days of support for your OpenSpace Agility questions after the class

Listing as an OSA pro on the OpenSpaceAgility.com website. See the listings here.

The course provides everything you need to GET GOING NOW with OpenSpace Agility.

Each of the takeaways are discussed below:

The Certificate of Completion

Everyone who attends this course receives a certificate of completion which attests to the fact the student has successfully participated in the workshop. This course is a prerequisite that qualifies the student to attend more in-depth training in OpenSpace Agility and become certified as a practitioner if and when such a course becomes available.



The OpenSpace Agility Handbook and Other Materials

The handbook provides ABC, step-by-step guidance on how to execute an Agile Adoption using the OpenSpace Agility framework. This book is written by Daniel Mezick. Additional materials include a tutorial, reference guide, Frequently Asked Questions (the "FAQ"), forms and checklist, and some of the earliest OpenSpace Agility case studies. The handbook and additional materials are a user's manual on preparation, planning and execution of the OpenSpace Agility technique.



Listing as an OpenSpace Agility Professional on the OpenSpaceAgility.com website

Everyone who earns the certificate of completion is listed on the OSA website as an OSA professional and as holder of the OSA certificate. This listing makes it easy for organizations, clients, coaches and consultants to find you, learn about you, and engage you in the work of OpenSpace Agility.



Thirty Days of Support from The Instructor

Every student receives the certificate of completion, 30 days of support after the class by email. If you are considering using OpenSpace Agility to implement an Agile adoption after the class you can ask questions, get answers, and receive specific guidance after the class.



Agile Success with OpenSpace Agility™: The OSA Fundamentals

OUTLINE:

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PART ONE: (2-hr online segment) OPEN SPACE and OSA

===================================

Part One: STORIES FROM OPEN SPACE

Testimonial videos
Answering the question: Why Open Space?
Stories from Open Space: Group Exercise
SUMMARY: APPLYING OPEN SPACE STORIES INSIDE OSA
Part Two: PREPARATION FOR OPEN SPACE

The role of the Sponsor (or Host)
The role of the Facilitator
The Open Space Theme & Invitation
The Psychology of Open Space
The authority of the Sponsor
The authority of the Facilitator
Preparing for Open Space: Group Exercise
Preparing for Open Space: Stories from inside organizations
SUMMARY: PREPARING AN OPEN SPACE INSIDE OSA
Part Three: DELIVERING OPEN SPACE

Materials and layout: Bulletin Board, Marketplace, Newsroom
Logistics and the Physical Space
The Sponsor commitments
Delivery of the Meeting
The Facilitator Holding Space  what does it mean?
Proceedings gathering- the NewsRoom
Summary Guidance for Sponsors and Facilitators
Delivering Open Space: Group Exercise
Delivering Open Space: Stories from inside organizations
SUMMARY: DELIVERING OPEN SPACE INSIDE  OSA
Part Four: INSPECTING RESULTS & MOVING TO ACTION

Publishing the Proceedings
Leadership signaling after the meeting
Inspecting the Proceedings with Formal Leaders
Informal and Emergent Leaders after the meeting
What happens next?
SUMMARY: INSPECTING OPEN SPACE INSIDE OSA
Part Five: ADVANCED TOPICS

How to handle executive sponsors who are not ready
Open Space Facilitation as a Fine Art
Observing the Organization
Open Space as an Authority Game
Open Space as Signal Event
One Less Thing Explored
Formal Open Space vs informal open space
Invitation as the primary tool of progress
Passion and Responsibility deconstructed
Advanced Topics: Group Exercise
SUMMARY: OPEN SPACE ADVANCED TOPICS APPLIED INSIDE OSA
Part Six: AN OPEN SPACE TOOLKIT

Invitation and Design for the Theme Crafting Meeting
Sample Invitations
Talking Points from the consultant to the executives
Talking points from the Sponsor to the Invitees
Checklist for the consultant
Materials list (detailed to manufacturer name)
Open Space Proceedings Template
Dos and Don'ts for Facilitators
Book: The OpenSpace Agility Handbook
Open Space Tools: Group Exercise
Resources around the Web
Summary and Workshop Closing Circle
THE OPEN SPACE TOOLKIT AS APPLIED TO OSA


=========================

PART TWO: (face to face in NYC on 4/28)

OPENSPACE AGILITY

=========================


OSA is based on social science and is a sociological approach to process change. Rather than being based on practices, OSA is based on sociological concepts. Most organizations have a substantial amount of energy just under the surface which is available for engagement in the work. The OpenSpace Agility process makes this energy available.

Culture as a Game: Purpose, Norms, Feedback, Opt-in Participation
Self-organization and High Performance: Same thing
Experiential Exercise: Culture as a game


OpenSpace Agility Theory

OpenSpace Agility has foundations based in game mechanics and cultural anthropology. This section of the course explains this solid foundation.

Mandated Agile Practices: The Problems
Opting-out: Disengagement & Resentment
Mandated Agile Practices: The Solutions
Mandating an Agile direction vs mandating Agile practices
Mandates & Disengagement
Invitations and Self Organizing
Learning and Stability in Agile Adoptions: The Issues
Exercise


OpenSpace Agility Components

OpenSpace Agility is a complete system for implementing a process change (such as Agile) in your organization. It contains several elements which as explained in detail in this section of the course.

Executive Summary of the OpenSpace Agility Technique
Open Space, Invitation, and Opt-In Participation
The Open Space Meeting Format
Passage Rites
Liminality & Learning
Communitas
Game Mechanics
Leadership Storytelling
Exercise


Self-management can release tremendous amounts of readily available energy into the work. Open Space is a self-managed meeting format that sets the stage for the process change which the people themselves will implement. Self-management is self-organization. Self-organization leads to HIGH PERFORMANCE. This section explains these concepts and sets the stage for a rapid and lasting  implementation.

Overview and Design of the Open Space meeting format
The purpose of Open Space
The one law and five principles of Open Space
After the meeting: Open Space proceedings & leadership action
Exercise


Results: Exploring the OpenSpace Agility Case Studies

There are many ways to stumble when introducing process change into your organization. OpenSpace Agility is one way to introduce process change. Following the steps, knowing what to watch for, and making adjustments is essential. These case studies show what can happen and provide a narrative context for understanding the dynamics of the OpenSpace Agility technique.

Sample of What to Expect:

Organization A: Developer and Vendor of Online Casino games (125++ people)
Organization B: Specialty Retailer Online (100++ people)
Organization C: Entertainment Industry Non-Profit (70++ people)
Organization D: Insurance company (150++ people)
Organization E: Division of a financial software and services company (90++ people)
Organization F: Software company (75++ people)


Summary of Lessons Learned From Experience

This segment of the course summarizes the lessons learned from experience implementing OpenSpace Agility across a wide range of organizations.

What must be happen each and every time, to be successful
What to Avoid
Things to Expect


The OpenSpace Agility Agile Toolkit

The toolkit provides everything needed to bring the dynamics of a rapid & lasting process change. There is substantial work in preparation, implementation and inspection/adjustment. The entire process is best divided into 3 segments: pre-execution, execution, and post-execution.

A major activity throughout the process is the ongoing education of executive leadership. The consultant or coach must attend to leaders throughout the process to be successful with the OSA process.

As a consultant or an executive, you exit this class with tools that provide you with guidance and structure as you move through the process as a Sponsor or Facilitator/Coach. Everything you need is here.

NOTE: These tools are available in the class only and do not appear in the OpenSpace Agility Handbook

Pre-Implementation Tools

Tool #1: The OPENSPACE AGILITY HANDBOOK

Tool #2: Understanding the Client's Situation: New adoption, or Troubled Adoption?

Tool #3: Strategy & Talking Points Part 1 for 1st discussion with leaders

Tool #4: Strategy & Talking Points Part 2

Implementation Tools

Tool #5: Executive Commitment and Sign Off Document

Tool #6: Email and signaling scripts for the Executive (guidance and candidate scripts for each stage of the process)

Tool #7: Executive Script for Sponsoring and Opening the Open Space events

Tool #8: Guidance and steps for processing Open Space proceedings

Tool #9: Measurement Tools: Engagement Scorecard, Happiness Survey (aka Safety Score™), more

Tool #10: Talking Points and suggested script for communication to employees from consultants and coaches



Implementing OpenSpaceAgility: Getting Higher Performance

This segment walks though all of the steps to implement a process changes in your organization using the OpenSpace Agility technique

Executive Summary
Using the Assessment Tools
Coaching Executives and Sponsors
Preparing for Open Agile Adoption
Executing an Open Agile Adoption
Inspecting & Adjusting
Exercise


Implementing OpenSpace Agility : Maintaining High Performance

A successful OpenSpace Agility process continues after the consultant leaves. This continuation is manifested as the installation of 2 cultural holidays on the organization's annual calendar. This section of the course explains the advantages, concepts and practical steps in getting this done.

The Culture and the Calendar
Installing the Twice-a-Year Meeting
Exercise


Using OpenSpace Agility Inside an Troubled Agile Adoption

Many Agile adoptions are troubled because they were implemented as well-intentioned yet misguided "mandates of process change". In this part of the class you will learn how to use the OpenSpace Agility technique to help bring health and wellness into the picture, by raising levels of engagement.

The Assessment
The Issues
How it works
Exercise
Live Simulation: Open Space

As an executive or consultant, you must understand the basics of the Open Space meeting format and process. Open Space is a process, and the meeting is a major element. In this part of the class you gain a deeper understanding of the concepts and facilities of Open Space.

Theme and Invitation
Working with Leadership
Executing the Opening Open Space
The Middle
Executing the Closing Open Space
Proceedings
Summary and Class Retrospective

This is the end of the class: a time to reflect on the experience, offer feedback on the course, and prepare for what's next in your organization.

What are you leaving with?
What worked
What can be improved
30 days of support by email for each student
Sources of more resources and tools


NOTE: Everyone who attends this course receives a certificate of completion which attests to the fact the student has successfully participated in the workshop. This course is a prerequisite that qualifies the student to attend more in-depth training in OpenSpace Agility and become certified as a practitioner.


GROUND RULES: Please examine carefully.

All participants must be authorized by the instructor to attend. Instructor reserves the right to withhold this authorization at instructor's sole option. Those who register and are not authorized by the instructor to attend will receive a refund less the processing fee. Other than this, there are no refunds-- but substitutions are OK, subject to these ground rules.

To receive the OSA Certification, each participant must:

1. Be authorized by the instructor to participate;
2. Arrive on time, be present the whole time, and stay till the end (830AM to 500PM)
3. Participate and complete 2 hours of pre-work, including a brief online video chat.

Location

OpenSpace Agility classroom, NYC (View)
1501 Broadway 9th FLOOR
New York, NY 10036
United States

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