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Changes 2021-03-15

• updated the Seven Principles

Changes 2021-02-19

• fixed several broken links on the online version
• corrected a few typos

Changes 2021-02-11

• Driver Mapping: added explanation about applications of the pattern, and detailed instructions for each step of the format

Changes 2021-02-06

• Revised glossary definitions for Semi-Autonomy, Self-Organization and Sociocracy
• Renamed Pattern: Those Affected Decide to Involve Those Affected
• Several small corrections and revisions

Changes 2021-02-03

• Added the Common Sense Framework to the Practical Guide
• A new structure of the Practical Guide that makes that the relevant parts easier to find:
  • What is Sociocracy 3.0
  • De Sju Principerna
  • Nyckelbegrepp för att förstå organisationer
  • The Patterns
  • Ramverket för Sunt Förnuft
  • Bilagor
• 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

Changes 2021-01-12

• Renamed Patterns:
  • renamed Clarify Domains to Clarify and Develop Domains
  • renamed Develop Strategy to Clarify and Develop Strategy
• Clarify and Develop Domains: revised text, added more details and explanations about domain descriptions
• Peer Review: added more details about what should be reviewed
• Peer Feedback: revised the text and added more details
• Breaking Agreements: added summary
• added glossary entry for “metric”
• revised glossary entry for “governance”
• Describe Organizational Drivers: revised text
• 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
  • added more information about the authors

Changes 2020-05-08

• revised all illustrations for a more consistent style and increased readability
• revised introduction: more explanation about patterns and core concepts
• updated glossary: revised explanation of Delegator, Delegatee, Role and Pattern, added Role Keeper

Changes 2020-04-29

• Introduction: Added Objection and Agreement to concepts
• renamed pattern Objection to Test Arguments Qualify as Objections
• renamed pattern Agreement to Record Agreements
• Test Arguments Qualify as Objections: revised text and updated illustration
• Record Agreements: revised text, added more details of agreements that might be recorded, updated illustration

Changes 2019-12-22

• added new introduction text
• added “social technology” to glossary
• website now has separate pages for “Introduction” and “Concepts and Principles”
• ePub now looks much better

Changes 2019-11-29

• Principle of Transparency: revised description to clarify that valuable information needs to be recorded, and then shared with everyone in the organization
• Principle of Empiricism: clarified that only those assumptions one relies on need to be tested

Changes 2019-06-27

• Objection: further refined definition of objection, and updated the glossary term for objection accordingly
• replaced “action” with activity in a few places where it made more sense
• fixed a few typos

Changes 2019-05-03

• refined glossary terms for agreement, organization and team, added glossary term for objective
• Principle of Accountability: clarified individual accountability for work as well as for collaboration
• Contract For Successful Collaboration: revised text
• Describe Deliverables: added User Stories as an example for describing deliverables
• Double-Linked Hierarchy: revised summary
• Delegate Circle: refined summary
• Objection: refined definition of objection and concern, added illustration for a process to qualify an objection
• Proposal Forming: added missing process illustration
• Role Selection: small amendment to illustration
• Transparent Salary: explained what a salary formula is

Changes 2019-03-08

General Changes

• expanded the introduction with more information about S3 and the history of sociocracy that was previously only available on the main S3 website
• updated section about governance in the introduction
• added captions to all illustrations
• renamed pattern group “Enablers of Co-Creation” to “Enablers of Collaboration”
• removed slide deck version and improved layout and formatting of pdf and ePub version
• website version: added clickable pattern map for simpler navigation, added glossary overlays to many patterns

Begreppslista:

• added team to glossary (and replaced group with team throughout the practical guide where applicable)
• updated definition for deliverable
• removed driver statement from text and glossary
• updated definitions for governance, operations, and self-organization

Illustrations:

• updated templates for domain description and role description
• updated illustrations for Linking and Double-Linking

Changes to Patterns:

• Agreement: description now mentions that any expectations should be recorded
• Describe Deliverables: updated summary
• Describe Organizational Drivers: more information on summarizing drivers
• Resolve Objections: added summary and description

Changes 2018-08-17

General Changes

• added and revised the brief summary for many of the patterns
• removed bullet points in favor of full sentences in many patterns
• lots of small improvements to grammar and language
• included the URL to the web version of the practical guide

Begreppslista:

• updated: account for (v.), concern, deliverable, governance, objection, operations, primary driver, principle, role, self-organization, semi-autonomy, subdriver, values
• added: constituent, coordination, delegation, driver statement, evolve (v.), flow of value, helping team, open domain
• removed: peer driver

Changes to Introduction

• added the driver for creating Sociocracy 3.0
• The Seven Principles:
  • The Principle of Empiricism: removed reference to “falsification”
  • The Principle of Consent is now explained more clearly as “Raise, seek-out and resolve objections to decisions and actions”
• Governance, Semi-Autonomy and Self-Organization: we refined the definitions of Governance, Operations, and Self-Organization, removed any reference to “coordination”, and clarified the distinction between governance and operations
• Drivers and Domains - we clarified how domains can be understood in relation to organizational drivers

Changes to Patterns:

• Agree on Values: improved description
• Align Flow: improved description and illustration
• Adapt Patterns To Context: improved description
• Agreement: improved description, updated template
• Artful Participation: improved summary
• Clarify Intended Outcome (renamed from Intended Outcome): improved description
• Consent Decision Making: improved description, updated illustration
• Continuous Improvement Of Work Process: improved description
• Contract For Successful Collaboration: renamed the pattern to a more descriptive name, and explained process of creating contracts, and what needs to be in them
• Coordination Meeting: clarified agenda items, updated illustration
• Delegate Circle: improved description
• Delegate Influence: improved description
• Describe Deliverables: improved description
• Describe Organizational Drivers: made explicit that a driver statement is typically only 1-2 sentences, revised section about explaining the need, moved the section about reviewing driver statements from Respond to Organizational Drivers to this pattern, and added a new illustration that explains how to describe organizational drivers
• Double Linking: aligned description to Link
• Double-Linked Hierarchy: explained in more detail what a double-linked hierarchy is, and how it is created
• Evaluate and Evolve Agreements: rearranged the text so it’s clear there is a long and a short format
• Evaluation Criteria: suggested clarifying a threshold for success, and we explained about also evolving evaluation criteria when evolving agreements
• Facilitate Meetings: improved description
• Fractal Organization: extended and improved description
• Governance Backlog: improved description
• Governance Meeting: improved description, clarified agenda items
• Invite Change: description now focuses on how to invite change
• Linking: aligned description to Double Linking
• Logbook: clarified that there is no difference between logbooks for groups and logbooks for roles
• Navigate via Tension: improved description, added a new illustration to clarify the distinction between Navigate via Tension, Describe Organizational Drivers and Respond to Organizational Drivers
• Objection: clarified the difference between objection and concern, clarified what qualifies as an objection, and how to qualify objections in a group context
• Open Domain: improved description and updated illustration
• Open Systems: improved description
• Open Space for Change: renamed from Open S3 Adoption, improved description
• Peach Organization: clarified relationship between periphery and center
• Proposal Forming: revised text and illustration to make process of choosing tuners more clear, updated template for proposal to align with template for agreement
• Representative: improved description
• Resolve Objections: updated both illustrations
• Respond to Organizational Drivers: improved description, simplified qualification of organizational drivers
• Role: improved description
• Role Selection: improved description, added description of each step
• Rounds: improved description
• Transparent Salary: added more details about fairness, and on how to develop a salary formula

Renamed Patterns:

• Evaluate Agreements to Evaluate and Evolve Agreements
• Intended Outcome to Clarify Intended Outcome
• Open S3 Adoption to Open Space for Change
• Contracting and Accountability to Contract For Successful Collaboration

Added Patterns:

• Incheckning
• Co-create Proposals
• Prepare for Meetings
• Tidsbegränsa aktiviteter

Changes 2018-03-21

• renamed pattern Describe Drivers to Describe Organizational Drivers
• Describe Organizational Drivers: explained four aspects of a driver: current situation, effect of the situation on the organization, need of the organization in relation to this situation, and impact of attending to need
• added need to glossary

Changes 2017-11-16

• small corrections
• aligned glossary entries for Circle and Role to pattern text
• Development Plan: clarification of responsibilities
• Role: clarified evolution of strategy

Changes 2017-11-10

• various small clarifications and corrections
• Circle: clarified relationship between circle and domain
• Role: improved description
• Rounds: improved description
• moved Open Domain, Helping Team and Open Systems to category “Building Organizations”
• added several terms to the glossary

Changes 2017-10-21

• added Liliana David to authors
• dropped the term “framework” (replaced with “practical guide”)
• updated order of patterns
• added an index of all the patterns
• added a glossary
• added acknowledgments
• various small clarifications and corrections to text and illustrations
• updated templates for agreement and development plan

Changes to Introduction

• added “what’s in it for me?”
• added definitions for governance, self-organization, semi-autonomy, operations to introduction
• clarified domains and their relationship to drivers
• fleshed out core concepts
• made all principles actionable

Changes to Patterns:

• Artful Participation: improved description
• Agreement: clarified that the concept of agreements is applicable to people in roles
• Clarify Domains: improved description
• Circle: updated definition of “circle”, improved description
• Driver: updated definition of “driver”
• Development Plan: improved description, updated template
• Develop Strategy: updated definition of “strategy”, improved description
• Double-Linked Hierarchy: new illustration
• Evaluate Agreements: aligned questions to peer review
• Governance Backlog: improved description
• Logbook: added details about governance to personal logbook
• Objections: clarified qualifying objections
• Peer Review: improved description
• Respond to Organizational Driver: integrated information about qualifying drivers
• Role: clarified role keeper may maintain a governance backlog, introduced the term “role keeper” for a person in a role
• Proposal Forming: added criteria for selecting tuners, added step for prioritizing considerations, small clarifications
• Resolve Objections: updated illustration to better reflect the process

Renamed Patterns:

• Backbone Organization to Service Organization
• Effectiveness Review to Peer Review
• Strategy to Develop Strategy
• Domain Description to Clarify Domains
• Describing Deliverables to Describe Deliverables

Added Patterns:

• Delegera inflytande
• Describe Drivers
• Öppen domän

Removed Patterns

• Coordination Circle
• Nested Domains
• Qualify Driver