Strategies
Sweet Tools, Frameworks and Resources for Making Change
3Go-go-gadget manic archivist!
This list will be updated periodically. Because life goes on.
Systems Thinking
The Twelve Leverage Points for Intervening in a System
The Iceberg Model

Causal Loop Diagrams

Snowden & Boone’s Complexity Framework
Design Thinking
Co-Design Processes
Collective Action Toolkit by Frog Design

Just one sample from the toolkit, lots more juice in the full PDF.
IDEO Human-Centered Design Toolkit
Check it out here.

Rapid Prototyping

The Business Model Canvas

Mind-Mapping

Asset Mapping

Permaculture Design Patterns
Gaiacraft Cards. Designed by Elves in British Columbia.
Biomimicry Design Spirals
Gamification – 4 types of fun

Ecological Economics
The Natural Step


Herman Daly’s Ends/Means Pyramid
The Quadruple Bottom Line
New Economy, New Wealth by Art Brock
New Economy, New Wealth on Prezi (requires Flash)
Reliable Prosperity
A pattern language for the sustainable economy.

Social Equity & Community
The Wheel of Diversity
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Stakeholder Engagement

Appreciative Inquiry

Team Agreement Formation
Storytelling
The Six Stories You Need to Know how to Tell: Annette Simmons
Made to Stick
Personal Development, Influence and Behavior Change (aka jedi mind tricks)
Influence

Switch
From the book, “Switch: How to Change Things When Change is Hard”
- Direct the Rider. What looks like resistance is usually a lack of clarity. If the Rider doesn’t know where to go, they spin the Elephant in circles. To direct the rider, create a crystal clear vision of the outcome. This includes when or how much, along with a specific set of actions and tactics to get there.
- Motivate the Elephant. What looks like laziness is often exhaustion. Make your audience feel the need for change. Analytical appeals don’t cut it. Knowing is not enough. Get beyond the knowing and make it possible for people to feel the impact. Win the heart and the mind follows.
- Shape the Path. What looks like a people problem is often a situation problem. Make it easy to embrace the change. Make instructions simple with step-by-step guidance. Provide support groups. Create training. Pair people up with mentors. Create peer pressure and social proof. Behavior is contagious.
The Empowerment Dynamic:
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Immunity to Change
From the book, “Immunity to Change: How to Overcome it and Unlock the Potential in Yourself and Your Organization” by Robert Kegan and Lisa Lahey.

Theory U
From the book, “Theory U: Leading from the Future as it Emerges” by Otto Scharmer.

Flow & Positive Psychology
From the book, “Flow: The Psychology of Optimal Experience“ by Mihaly Csikszentmihalyi
Even More!
Check out Venessa Miemis’s 21 Card Decks for Creative Problem-Solving, Effective Communication & Strategic Foresight.
A use case for prototyping new currencies
5I realized a few hours ago that it is very unlikely that I would buy a house in the next 10 years, but that I would be totally motivated to buy a sailboat to live on. I want to continue traveling the world cross-pollinating between different cultures and bridging worlds. But I don’t want to pollute the earth flying around in airplanes. Living on a sailboat, I could be at home anywhere on a coast, staying in the same city for a year or two or five, but taking carbon-neutral trips to other places to learn, share knowledge, make connections, consult, do business, make art, and write.
I grew up sailing on Long Island Sound, so I am a sailor by culture. Its in my blood. Now, I know that to do this right I can’t just get a dinky little twenty foot fixer-upper for ten grand. I want a boat that I can live on comfortably for ten years and travel the world. This would be a sailboat over 40 feet long, built in the last ten years, of superior quality, and designed for long ocean voyages.
In the cash economy, a sailboat like this runs about $300k. Like I said, this is a house. So here is my proposed use-case for prototyping new financial architectures in my own life. Snicker if you like, but I’m serious about this challenge. I’m going to try to gain ownership of a $300k yacht in the next 2 years using entirely complimentary currencies, innovative social investment models, the gift economy, and other emerging financial tools. I think its doable. Yeah, it might not be easy. But I think its a good goal -an attractor- as a means of testing the real-world efficacy of alternative finance. I honestly and humbly do think that I generate that amount of value in a year, its just not monetized in the current economy. So how can I make the value that I create -and can create- visible in the new economy?
Once I have the boat, I will be able to leverage the security and mobility it affords to continue to support builders of the new economy. This boat will be a vessel to help carry us to new, uncharted realms of possibility. (Cheesiness intended)
Part of me feels like this is absurd and outlandish, and part of me feels like it is a realistic challenge and an opportunity to put our theories to the test and manifest some real, tangible wealth into our lives.
Get excited:






Notes from Otto Scharmer lecture
0I serendipitously found an online streaming lecture being given to the students at MSLS in Sweden, and I took copious notes. I’ve highlighted the gems for your scanning pleasure:
Otto Scharmer lecture:
How can I learn from the emerging future rather than simply reflecting on the patterns of the past?
What is the process I need to go through to access that deeper source of learning?
Observe, observe, observe. Stop downloading (patterns from the past) and go to the places of most potential. The places that matter most, and listen and observe with your mind and heart wide open.
Allow yourself into a silent space where you can hear your inner knowing (intuition).
Act in an Instant! Rather than getting into an intellectual planning process, you explore these new ideas by doing. A prototype is not a pilot. A prototype is an exploration, and improvisation, very open to change.
Create high-quality reflection space.
Particularly for listening to the self: “Who are you, what are you here to do?”
What really is the bigger picture transformation? We all feel we are part of a huge transformational journey of society, but what is it really? And what kind of leadership do we need to get there?
“How do you guide stakeholder through this process?” audience question
“Elaborate on the rapid prototyping?” “Clarify on broadening and deepening?”
What I mean by broadening: the old concept of leadership is individuals at the top of institutions, and we are seeing now that this doesn’t work. At MIT we are thinking of leadership as the capacity of a system, not just an individual, to sense and shape the future. To do that you need to include a lot of individuals across institutional boundaries. This is what is meant by “broadening.”
By deepening, “The success of an intervention depends on the interior condition of the intervener” -William O’Brian, former CEO of Hanover Insurance.
What counts in leadership is not primarily what leaders do or How leaders do it, but actually the source dimension, the blind spot, the quality and state of awareness that we bring to a situation. Cultivating the inner place we are operating from.
How do we do broaden and deepen the leadership today? In order to go through the U process we need a social (leadership) technology that refers to inner as well as outer work. This has to do with opening the mind, heart and will. The most important tool is yourself, and your capacity to answer these questions:
What is my highest possible self? And what am I here to do? Who is my self, what is my work.
Now we ask, “Why is this the road less traveled?”
Some people say “I have moments like that, acting from intuition, but in my organization it is not so.” Why is this so? The moment you commit yourself to going into that yourney, your going to deal with three challenges
The voice of judgement. #1 rule in brainstorming: don’t criticise anyones ideas. suspend judgement to allow creativity.
Voice of Cynicism: Ways of distancing yourself from a situation. This also blocks the opening to creativity. (says the whole conversation is stupid)
Voice of fear: failure, not making it, loosing stuff, being excluded from your community, because when you are a real innovator, you are challenging people.
Indo-European root of the word “leadership” means light, or in another translation, it means to die. So what does it mean to die? It means to let go, to move into that space of the unknown.
how do you co-initiate stakeholders around something that wants to happen? (uncover common intent)
How do you co-sense to build empathy across stakeholders? Shadowing them at work, living a day in their shoes. (observe, observe, observe)
As you synthesize these learnings, you learn on a deeper personal level, [you change your perception of self to include the other] (co-inspiring, connect to the source of inspiration and will)
Need to take some space to slow down. Take some time in nature or something. Sit in silence, journaling,
Then you start co-creating, and prototype the new. This is where new insights and innovations are brought inot form through iterative, rapid prototyping.
Then you move into co-evolving where the new practices are institutionalized
We’re seeing a whole wave of social entrepreneurship, hybrid organizations, businesses with social missions. But when you talk to those people, for example, Ashoka, very few of them really go to a global scale. So there is a larger systems level that we’re not touching yet.
If its ending up sitting in a corporate social responsibility department, and its not in the main core part of the business, its essentially window-dressing.
When you talk to these people, its tough for them. So there’s a missing dimension. We have socent on the NGO side, and innovators on the corporate side. The answer is both/and: you can’t be a successful innovator from within when you’re not connected to people across the divide.
I’ve been developing an emerging leader program to bring these people into a learning community together. So we need the platforms that facilitate the connections, skills and capacities to support social innovation from all directions.
“Questions: many times we as innovators don’t have control of the agenda, so how can you use your scarce influence to make a change”
otto- very little you can do with 5 minutes of face time. Start by listening. Observe their pressure points, what’s bugging them. Where is something that is high up on their level of priority, so you know its worth it for them to spend some time on it. then you can get enough space to really dive into the U presencing process.
how did we more from laisse-faire capitalism to stakeholder/social market capitalism?
This was massive innovations in institutions (labor regulations, public schooling, etc) Right now we have everyting in silos, we don’t have cross-silo innovation capacities. I think a big leverage point for moving into the new model is a g-school. A globally networked action leadership school. For example students go on a 30-day learning journey to get the insights, and then they hand this over to the 20-somethings. in this tri-sector leadership for sustainability program, you are taken out of the classroom, into the real world, and be taught by these emerging pockets of deep innovation.
“What do you think about crowd-sourcing and creative commons?”
Its absolutely essential. An additional acupuncture point. These creative commons and open source types of knowledge infrastructure are themselves another global acupuncture point. So the knowledge commons is distributed. It doesn’t just apply to IP, we have private property rights, but we are lacking community property rights for assets beyond intellectual. Where the dividends would go to the citizens (Peter Barnes) We need that new economic framework that is missing to guide the transformation.
Incredible video on how to solve climate change!
0This is probably the smartest, most creative, beautiful and inspiring
web video I’ve ever seen. I’m blown away. Sign me up!
Coalition Of The Willing from coalitionfilm on Vimeo.







