Merge branch 'develop' into small-changes

S3-working-group · Apr 18, 2024 · 3259be3 · 3259be3
2 parents 60cece8 + d5355b1
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diff --git a/config/project.yaml b/config/project.yaml
@@ -2,7 +2,7 @@ defaults:
   # these are available for substitution in templates
   variables:
     # Version of the practical guide (added to all releases)
-    version: "v2024-02-08b"
+    version: "v2024-04-18"
     # Language and text direction for Jekyll site and epub
     html-language: "en"
     html-dir: "ltr"

diff --git a/config/structure-csf-booklet.yaml b/config/structure-csf-booklet.yaml
@@ -4,22 +4,22 @@ parts:
   - ten-principles
   - id: orientation
     parts:
-      - clarify-purpose
-      - develop-strategy
+      - principle-1-clarify-purpose
+      - principle-2-develop-strategy
   - id: navigation
     parts:
-      - focus-on-value
-      - sense-respond
-      - run-experiments
+      - principle-3-focus-on-value
+      - principle-4-sense-respond
+      - principle-5-run-experiments
   - id: structure
     parts:
-      - enable-autonomy
-      - collaborate-on-dependencies
+      - principle-6-enable-autonomy
+      - principle-7-collaborate-on-dependencies
   - id: transformation
     parts:
-      - invest-in-learning
-      - develop-culture
-      - shared-mental-models
+      - principle-8-invest-in-learning
+      - principle-9-develop-culture
+      - principle-10-shared-mental-models
   - where-to-start
   - csf-and-s3
   - 10-principles-one-page
diff --git a/config/structure.yaml b/config/structure.yaml
@@ -60,18 +60,24 @@ parts:
         parts:   
           - id: clarify-and-develop-domains
             tags: [pattern]
-          - id: delegate-influence
+          - id: manage-the-whole-system
+            tags: [pattern]
+          - id: enable-autonomy
+            tags: [pattern]
+          - id: collaborate-on-dependencies
             tags: [pattern]
           - id: clarify-and-develop-strategy
             tags: [pattern]
+          - id: design-adaptable-systems
+            tags: [pattern]
           - id: align-flow
             tags: [pattern]
+          - id: open-systems
+            tags: [pattern]
           - id: create-a-pull-system-for-organizational-change
             tags: [pattern]
           - id: driver-mapping
             tags: [pattern]
-          - id: open-systems
-            tags: [pattern]
       - id: peer-development
         tags: [group]
         parts:
@@ -94,11 +100,15 @@ parts:
             tags: [pattern]
           - id: involve-those-affected
             tags: [pattern]
+          - id: invest-in-ongoing-learning
+            tags: [pattern]
           - id: breaking-agreements
             tags: [pattern]
-          - id: transparent-salary
+          - id: financial-transparency
             tags: [pattern]
-          - id: contract-for-successful-collaboration
+          - id: share-costs-and-gains
+            tags: [pattern]
+          - id: open-salary
             tags: [pattern]
           - id: support-role
             tags: [pattern]
@@ -117,6 +127,10 @@ parts:
             tags: [pattern]
           - id: representative
             tags: [pattern]
+          - id: delegate-circle
+            tags: [pattern]
+          - id: service-circle
+            tags: [pattern]
           - id: open-team
             tags: [pattern]
           - id: helping-team
@@ -137,6 +151,8 @@ parts:
       - id: defining-agreements
         tags: [group]
         parts:
+          - id: contract-for-successful-collaboration
+            tags: [pattern]          
           - id: record-agreements
             tags: [pattern]
           - id: clarify-intended-outcome
@@ -190,6 +206,8 @@ parts:
             tags: [pattern]
           - id: visualize-work
             tags: [pattern]
+          - id: deliver-value-incrementally
+            tags: [pattern]
           - id: pull-system-for-work
             tags: [pattern]
           - id: limit-work-in-progress
@@ -198,44 +216,36 @@ parts:
             tags: [pattern]
           - id: coordinator
             tags: [pattern]
-      - id: organizational-structure
-        tags: [group]
+  - id: organizational-structure
+    parts:
+      - id: examples-of-larger-structures
         parts:
-          - id: delegate-circle
-            tags: [pattern]
-          - id: service-circle
-            tags: [pattern]
-          - id: peach-organization
-            tags: [pattern]
-          - id: double-linked-hierarchy
-            tags: [pattern]
-          - id: service-organization
-            tags: [pattern]
-          - id: fractal-organization
-            tags: [pattern]
-
+          - peach-organization
+          - double-linked-hierarchy
+          - service-organization
+          - fractal-organization
   - id: csf
     parts:
       - thrive
       - ten-principles
       - id: orientation
         parts:
-          - clarify-purpose
-          - develop-strategy
+          - principle-1-clarify-purpose
+          - principle-2-develop-strategy
       - id: navigation
         parts:
-          - focus-on-value
-          - sense-respond
-          - run-experiments
+          - principle-3-focus-on-value
+          - principle-4-sense-respond
+          - principle-5-run-experiments
       - id: structure
         parts:
-          - enable-autonomy
-          - collaborate-on-dependencies
+          - principle-6-enable-autonomy
+          - principle-7-collaborate-on-dependencies
       - id: transformation
         parts:
-          - invest-in-learning
-          - develop-culture
-          - shared-mental-models
+          - principle-8-invest-in-learning
+          - principle-9-develop-culture
+          - principle-10-shared-mental-models
       - where-to-start
   - id: appendix
     parts:

diff --git a/content/glossary.yaml b/content/glossary.yaml
@@ -129,10 +129,6 @@ terms:
     name: Metric
     definition: A **metric** is a quantifiable measure used to track and assess progress, evaluate outcomes and determine success.
     glossary: A quantifiable measure used to track and assess progress, evaluate outcomes and determine success
-  need:
-    name: Need
-    definition: A **need** is the lack of something wanted or deemed necessary (a requirement).
-    glossary: The lack of something wanted or deemed necessary (a requirement).
   objection:
     name: Objection
     definition: An **objection** is an argument – relating to a proposal, existing agreement, or activity being conducted by one or more members of the organization – that reveals consequences or risks that are preferably avoided for the organization, or that demonstrates worthwhile ways to improve.

diff --git a/content/src/appendix/changelog.md b/content/src/appendix/changelog.md
@@ -1,38 +1,79 @@
 # Changelog
 
+## Changes 2024-04-18
+
+
+**General Changes**
+
+-   Created a separate chapter for Organizational Structure,
+    -   added [Peach Organization](section:peach-organization), [Service Organization](section:service-organization), [Fractal Organization](section:fractal-organzitiona) and [Double-Linked Hierarchy](section:double-linked-hierarchy) as examples of larger structures.
+    -   moved [Delegate Circle](section:delegate-circle) and [Service Circle](section:service-circle) into [Building Organizations](section:building-organizations)
+-   updated the [S3 Organization Canvas](https://s3canvas.sociocracy30.org/s3-organization-canvas.html)
+
+**Glossary**
+
+-   removed "need" from glossary
+
+**Renamed Patterns:**
+
+-   renamed _Transparent Salary_ to [Open Salary](section:open-salary)
+
+**Added Patterns:** (all with a brief summary only for now)
+
+-   [Collaborate on Dependencies](section:collaborate-on-dependencies)
+-   [Deliver Value Incrementally](section:deliver-value-incrementally)
+-   [Design Adaptable Systems](section:design-adaptable-systems)
+-   [Enable Autonomy](section:enable-autonomy)
+-   [Financial Transparency](section:financial-transparency)
+-   [Invest in Ongoing Learning](section:invest-in-ongoing-learning)
+-   [Manage the Whole System](section:manage-the-whole-system)
+-   [Share Gains and Costs](section:share-gains-and-costs)
+
+**Removed Patterns:**
+
+-   removed _Delegate Influence_
+
+
+## Changes 2024-04-05
+
+-   More changes relating to Requirements
+    -   updated glossary: revised definitions for [Backlog](glossary:backlog) and [Governance Backlog](glossary:governance-backlog)
+    -   Revised [Resolve Objections](section:resolve-objections), [Backlog](section:backlog), [Governance Backlog](section:governance-backlog) and [Governance Meeting](section:governance-meeting)
+    -   revised recommended patterns in the [Common Sense Framework](section:csf)
+
 ## Changes 2024-02-08
 
 -   introduced _Requirement_ as a core concept distinct from the _Driver_:
     -   added an explanation of _Requirement_ to [Drivers and Requirements](section:drivers-and-requirements)
     -   added new pattern [Determine Requirements](section:determine-requirements)
     -   updated [Respond to Organizational Drivers](section:respond-to-organizational-drivers)
-    -   updated [Describe Organizational Drivers](section:describe-organizational-drivers): 
+    -   updated [Describe Organizational Drivers](section:describe-organizational-drivers):
     -   updated [Navigate via Tension](section:navigate-via-tension)
     -   revised [Proposal Forming](section:proposal-forming), [Consent Decision Making](section:consent-decision-making) and [Driver Mapping](section:driver-mapping)
--   extended [Clarify and Develop Domains](section:clarify-and-develop-domains) to include a detailed description and  examples for each aspect of a domain description
+-   extended [Clarify and Develop Domains](section:clarify-and-develop-domains) to include a detailed description and examples for each aspect of a domain description
 -   added an [example domain description](section:example-domain-description) to the appendix
 -   added a detailed descripton for each step to [Proposal Forming](section:proposal-forming)
 -   revised [The Principle of Consent](section:principle-consent) and description of [Objection](section:objection)
 -  updated glossary:
-    -  revised definitions for [Domain](glossary:domain), [Deliverable](glossary:deliverable), [Organizational Driver](glossary:organizational-driver), [Objection](glossary:objection) and [Concern](glossary:concern) 
+    -  revised definitions for [Domain](glossary:domain), [Deliverable](glossary:deliverable), [Organizational Driver](glossary:organizational-driver), [Objection](glossary:objection) and [Concern](glossary:concern)
     -  added new definitions for [Requirement](glossary:requirement), [Standard Constraint](glossary:standard-constraint), [Overall Domain](glossary:overall-domain)
 
 
 ## Changes 2022-04-26
 
--   added detailed description and new illustrations to [Test Arguments Qualify as Objections](section:test-arguments-qualify-as-objections)   
+-   added detailed description and new illustrations to [Test Arguments Qualify as Objections](section:test-arguments-qualify-as-objections)
 
 
 ## Changes 2022-04-05
 
--   added detailed description and new illustrations to [Resolve Objections](section:resolve-objections)   
+-   added detailed description and new illustrations to [Resolve Objections](section:resolve-objections)
 
 
 ## Changes 2022-02-04
 
 -   added detailed description of the [Consent Decision-Making](section:consent-decision-making) process
 -   revised text of [Reasoned Decision-Making](section:reasoned-decision-making)
--   updated 20 illustration to align with style of new illustration for Consent Decision-Making 
+-   updated 20 illustration to align with style of new illustration for Consent Decision-Making
 
 
 ## Changes 2022-01-27
@@ -52,7 +93,7 @@
 ## Changes 2021-09-22
 
 -   fixed a link on the pattern map and added links to the principles
--   fixed some typos, minor revisions to the text 
+-   fixed some typos, minor revisions to the text
 
 
 ## Changes 2021-09-03
@@ -79,7 +120,7 @@
 ## Changes 2021-05-15
 
 -   [Navigate via Tension](section:navigate-via-tension): added more explanation about passing on drivers to another domain
--   [Clarify and Develop Domains](section:clarify-and-develop-domains): more explanation about refining the elements of a domain description, more information about metrics, monitoring and evaluation, added template illustration, 
+-   [Clarify and Develop Domains](section:clarify-and-develop-domains): more explanation about refining the elements of a domain description, more information about metrics, monitoring and evaluation, added template illustration,
 
 
 ## Changes 2021-03-15
@@ -115,7 +156,7 @@
     -   [The Patterns](section:patterns)
     -   [The Common Sense Framework](section:csf)
     -   [Appendix](section:appendix)
--   Redesigned the website for better usability: 
+-   Redesigned the website for better usability:
     -   A new responsive menu that provides direct access to all patterns and other sections of the guide
     -   A new homepage that explains what is where
     -   A new layout for a cleaner experience on desktop and mobile devices
@@ -133,11 +174,11 @@
 -   added glossary entry for "metric"
 -   revised glossary entry for "governance"
 -   [Describe Organizational Drivers](section:describe-organizational-drivers): revised text
--   Introduction: 
+-   Introduction:
     -   added more details to the section about Domains and delegation
-    -   removed illustration in the section about patterns and listed the pattern groups in the text 
--   Appendix: 
-    -   added a disclaimer 
+    -   removed illustration in the section about patterns and listed the pattern groups in the text
+-   Appendix:
+    -   added a disclaimer
     -   added more information about the authors
 
 
@@ -189,7 +230,7 @@
 -   _Objection_: refined definition of objection and concern, added illustration for a process to qualify an objection
 -   [Proposal Forming](section:proposal-forming): added missing process illustration
 -   [Role Selection](section:role-selection): small amendment to illustration
--   [Transparent Salary](section:transparent-salary): explained what a salary formula is
+-   [Transparent Salary](section:open-salary): explained what a salary formula is
 
 
 ## Changes 2019-03-08
@@ -287,7 +328,7 @@
 -   [Role](section:role): improved description
 -   [Role Selection](section:role-selection): improved description, added description of each step
 -   [Rounds](section:rounds): improved description
--   [Transparent Salary](section:transparent-salary): added more details about fairness, and on how to develop a salary formula
+-   [Transparent Salary](section:open-salary): added more details about fairness, and on how to develop a salary formula
 
 **Renamed Patterns:**
 
@@ -296,7 +337,7 @@
 -   _Open S3 Adoption_ to _Open Space for Change_
 -   _Contracting and Accountability_ to _Contract For Successful Collaboration_
 
-**Added Patterns:**
+**Added New Patterns:**
 
 -   [Check In](section:check-in)
 -   [Co-create Proposals](section:co-create-proposals)

diff --git a/content/src/csf/csf-and-s3.md b/content/src/csf/csf-and-s3.md
@@ -1,7 +1,7 @@
 # If You Are Familiar with Sociocracy 3.0 (S3)
 
 
-Through our work describing, explaining and helping people apply S3 patterns to solve problems and respond to opportunities in teams and organizations, we gained a deeper understanding of the underlying common sense that guides people toward building more successful organizations.
+Through our work describing, explaining, and helping people apply S3 patterns to solve problems and respond to opportunities in teams and organizations, we gained a deeper understanding of the underlying common sense that guides people toward building more successful organizations.
 
 The more people become aware of this common sense, the more they can use it to develop ways together that help both them, and the organization, to thrive.
 

diff --git a/content/src/csf/navigation/focus-on-value.md b/content/src/csf/navigation/focus-on-value.md
diff --git a/content/src/csf/navigation/principle-3-focus-on-value.md b/content/src/csf/navigation/principle-3-focus-on-value.md
@@ -0,0 +1,15 @@
+[:menu-title]: # "Focus on Value"
+
+# Principle 3 – Focus on Value
+
+
+**_Focus your daily work on value delivery, so that the stuff that needs doing to achieve your purpose is done._**
+
+Essential patterns to help you achieve this:
+
+-   [Clarify and Develop Domains](section:clarify-and-develop-domains) – Clarifying the area of influence, activity and decision-making that a team or person in a role is responsible for enables them to understand the value they are expected to deliver.
+-   [Respond to Organizational Drivers](section:respond-to-organizational-drivers) – Ensuring people in the organization respond to relevant impediments and opportunities maximizes an organization’s potential for creating value.
+-   [Prioritize Backlogs](section:prioritize-backlogs) – When you prioritize your list of work items by value, it is obvious which ones need to be worked on first. 
+-   [Limit Work In Progress](section:limit-work-in-progress) – Limiting the number of concurrent work items for people and teams helps to maintain a steady flow of value and encourages collaboration when work is blocked.
+-   [Daily Standup](section:daily-standup) – A Daily Standup provides the space for a team to organize how they will create value during the day ahead.
+-   [Test Arguments Qualify as Objections](section:test-arguments-qualify-as-objections) – Considering whether or not arguments brought forward against a decision reveal worthwhile improvements or unwanted consequences supports keeping your decision-making focused on value and avoids getting derailed by unfounded opinions and personal preferences.