Merge branch 'feature/org-structure-2024' into develop

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: "v2024-04-05"
+    version: "v2024-04-18"
     # Language and text direction for Jekyll site and epub
     html-language: "en"
     html-dir: "ltr"

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

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:

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.

content/src/appendix/changelog.md

@@ -1,5 +1,39 @@
 # 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
@@ -13,33 +47,33 @@
     -   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
@@ -59,7 +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
@@ -86,7 +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
@@ -122,7 +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
@@ -140,11 +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
 
 
@@ -196,7 +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
@@ -294,7 +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:**
 
@@ -303,7 +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)

content/src/patterns/organizational-structure.md → content/src/organizational-structure.md

@@ -1,3 +1,5 @@
+[:menu-title]: # "Organizational Structure"
+
 # Organizational Structure
 
 Organizational structure is the actual arrangement of [domains](glossary:domain) and their connections. It reflects where power to influence is located, and the channels through which information and influence flow.
@@ -13,11 +15,9 @@ The basic building blocks for organizational structure are interdependent, conne
 
 Domains can be linked to form a hierarchy or a **heterarchy** (a.k.a. complex adaptive system, or network, where multiple functional structures can co-exist).
 
-Sociocracy 3.0 describes a variety of **structural patterns** to grow organizational structure.
+Sociocracy 3.0 describes a variety of [**structural patterns**](section:building-organizations) to grow organizational structure.
 
 -   S3's structural patterns apply to different layers of abstraction
--   different structural patterns serve different [drivers](glossary:organizational-driver)
+-   different structural patterns fulfill different [requirements](glossary:requirement)
 -   structural patterns can be adapted and combined as needed
 -   more patterns are out there and will be discovered
-
-{{index:root=organizational-structure,style=summary,only=jekyll}}

content/src/organizational-structure/examples-of-larger-structures.md

@@ -0,0 +1,3 @@
+# Examples of Larger Structures
+
+{{index:root=examples-of-larger-structures,style=summary,only=jekyll}}

content/src/patterns/enablers-of-co-creation/financial-transparency.md

@@ -0,0 +1,5 @@
+# Financial Transparency
+
+<summary>
+Share relevant information about financial performance with the organization’s members, to build trust and accountability and support them to make informed decisions regarding their work.
+</summary>

content/src/patterns/enablers-of-co-creation/invest-in-ongoing-learning.md

@@ -0,0 +1,5 @@
+# Invest in Ongoing Learning
+
+<summary>
+Make continuous learning an integral part of people’s responsibilities and work, so that they ongoingly develop their capacity to contribute effectively toward the purpose of the organization.
+</summary>

content/src/patterns/enablers-of-co-creation/transparent-salary.md → content/src/patterns/enablers-of-co-creation/open-salary.md

@@ -1,12 +1,12 @@
-# Transparent Salary
+# Open Salary
 
 <summary>
 Create a fair salary formula and make it transparent.
 </summary>
 
-Transparent salary (also referred to as "open salary") is the practice of determining each employee's compensation according to a set of rules — the _salary formula_ — instead of making compensation subject to individual negotiation between employer and employee. The salary formula — and often individual compensation as well — is transparent to all members of an organization, and sometimes to the public.
+Open salary (also referred to as "transparenty salary") is the practice of determining each employee's compensation according to a set of rules — the _salary formula_ — instead of making compensation subject to individual negotiation between employer and employee. The salary formula — and often individual compensation as well — is transparent to all members of an organization, and sometimes to the public.
 
-A transparent salary formula needs to suit an organization's context, and to be perceived as fair enough by all stakeholders.
+A open salary formula needs to suit an organization's context, and to be perceived as fair enough by all stakeholders.
 
 Perception of fairness varies from person to person and according to context, so creating a salary formula requires developing a shared understanding of what is considered fair.
 

content/src/patterns/enablers-of-co-creation/share-costs-and-gains.md

@@ -0,0 +1,5 @@
+# Share Costs and Gains
+
+<summary>
+Ensure that people have a direct relationship to the costs and gains resulting from their work, so that they are incentivised to give their best, work effectively and minimize waste.
+</summary>