Implementing Strategy Efficiently and With Trust
International Experience in Designing and Managing
for Innovation and Entrepreneurial Performance
October 26th to 29th, 2009
Carlos Pellegrini 551
Buenos Aires, Argentina C1009ABK
The conference is designed with two tracks. The tracks are recommendations and are not restrictive.
- One for those relatively new to requisite organization -- who have done some reading or are just beginning to use the concepts. (These are marked "INTRO" - and in yellow) and
- One for those with substantial experience with requisite organization -- who have done substantial reading, perhaps attended professional development workshops, and or have experience applying some of the concepts in their organizations. (These are marked "ADV" - and shown in light blue)
Workshops, plenaries and concurrent sessions that are suitable for both groups are marked "BOTH" - and are shown without any colour)
Simultaneous translation is provided in most sessions.
Legacy Day on Sunday, october 25th is in English only.
A number of concurrent sessons on Wednesday, October 28th and Thursday, October 29th are in Spanish only.
October 24th, Saturday
GO Board Meeting (Board members only)
Location: Hotel Panamericano, San Martin Room
9:00 - 17:00
October 25th, Sunday
Legacy Day - By invitation only and with no-charge to the society's stewardship group, the Associates, Fellows and Senior Fellows, who have signed Engagement / Support Agreements with the GO Society.
Location: The Technological Institute of Buenos Aires, Room 122
9:00 - 17:00 Celebrating our past, appreciating our present, and planning our future. Focus on professional development
In English. No translation provided
October 26th, Monday
8:30 am to 17:00 pm Concurrent pre-conference workshops (with simultaneous translation)
Location: Hotel Panamericano
8:30 - 9:30 INTRO - One-hour introduction to organization design based on requisite organization concepts - Gerry Kraines, USA
9:45 - 17:00 Whole Day workshops
INTRO - Effective Managerial Leadership Practices – Nancy Lee, Sandi Cardillo, Terry Seigel, USA
ADV - Multiple perspectives on talent assessment (or appreciation) and on-going development initiatives. Moderated by Herb Koplowitz
Multi-instrument based coaching - Mike Jay, USA
The origin, evolution, philosophy of the Career Path Appreciation method, Judy Hobrough, UK
How Talent Development and Strategy Development Reinforce Each Other. The presenters introduce Laske's Critical Development Framework (CDF) in an applied way and demonstrate why and how strategy and people development are mutually dependent. We also build upon Kegan's and Jaques's work. Otto Laske, USA and Jan De Visch, Belgium
Evaluation research: Cecilia Cortina, AMG Consulting Group, Argentina
ADV Appreciating the potential and variety of uses of the Time Span of Discretion: in evaluating potential acquisitions, designing mergers, in understanding how organizations work, and in deisigning. Also how to conduct time-span interviews.
Ulf Lindberg, Sweden,
Gerry Kraines. (invited)
12:45 - 13:45 - Lunch
17:00 pm to 18:30 Rest and social time
18:30 pm to 19:00 Reception and book signing sponsored by Novus International
19:00 to 21:00 BOTH - Conference formal opening
Welcome by GO Society - Harald Solaas, Conference Co-chair
Video presentation - Organization Design: International Experience in Designing and Managing for
Innovation and Entrepreneurial Performance
Welcome by Argentine co-sponsor and host, Jose Luis Roces, ITBA, Instituto Tecnológico de Buenos Aires
Welcome by Sponsor for the evening: Thad Simons, CEO, Novus International
The story of how requisite organization has spread in Argentina
Update on the history.
Report on the RO Diffusion Study -- our research of how requisite organization ideas spread in Argentina - Ken Shepard
Celebrating and honoring those pioneers
Aldo Schlemenson: Video and words
Elliott Jaques: Video and words
Gerry Kraines: Video and words
Introducing conference themes
Our primary focus is on implementing -- Implementing strategy efficiently while increasing trust.
Appreciated by our three perspectives: general managers, consultants, and academic-clinicians.
As we move toward an integrated approach to designing and managing organizations by exploring and aligning RO with other major organizational approaches
Linking to Jay Galbraith's approach to organization design -- Ken Shepard, Canada
Linking RO with Quality, Lean Six Sigma - Steve Clement and/or Roger Harvey (invited)
Exploring links between Jaques's Requisite Organization and Robert Bales Values work. Brian Brittain, Entheos Consulting, Canada
The CEOs challenge in leading requisite organization projects - Azucena Gorbaran
21:00 to 23:00 Two receptions and dinners
Reception and Dinner for all conference participants
Special invitational Reception and Dinner for CEOs with experience in applying requisite organization in their companies.
October 27th, Tuesday
Executive Day - BOTH (Included in conference registration or priced separately as desired.)
Presentations by general managers about implementation of Global Organization Design
8:30 to 12:15 Morning
Opening video: CEO perspectives on their experience with requisite organization
Welcome: Jose Luis Roces, Vice Rector of ITBA
Working with governance / boards- Carlos Leone
Implementing requisite organization at Ericsson India, Christoffer Andersson, Vice President, Ericsson Multimedia MU India & Sri Lanka (invited)
CRA (mining company) Sir Roderick Carnegie, former CEO by video, Australia
Rio Tinto: Leigh Clifford, Former CEO – by video. UK
The Acindar Story – Transformation of a family owned steel company.
Royal Dutch Shell, John Hofmeister – former Level VI, Senior VP HR Corporate and former CEO Shell Americas, by video – report on using requisite organization to restructure Shell from 140 country based business units to one integrated corporate structure.
- Arturo Acevedo, Former Owner
- Carlos Leone, Former CEO,
- Pablo Kanterewicz
Raul Timerman – CONARCO (invited)
12:15 to 13:15 Lunch - Special interest discussion tables - meet the speakers and other issues.
13:30 to 17:00 Afternoon
Grupo Assa – Roberto Wagmaister, CEO - in person if schedule permits or by video
Requisite Organization in small and medium sized organizations – a panel of CEOs.
The Novus International Story –
- Nancy Lee, Moderator
- Thad Simons – President and CEO
- Giovanni Gasperoni, Executive VP for Marketing
- Luis Azevedo, World Area Director for Latin America South
- Sabrena Hamilton, Sr. VP Global Human Resources
AngloGold Ashanti Report by Mark Cutifani, CEO - by video
A leader’s transformation – personal reflections.
17:00 Reception for attendees of the evening sessions.
17:30 - 21:00
Session A: Use of software to support RO implementation, with Gerry Kraines, USA, Mike Jay, USA, and Ulf Lindberg, Sweden
Session B: Taking your company to the next level. Use of RO in supporting growth and effectiveness in small & medium sized organizations
Atilio Penna, Argentina
Harald Solaas, Argentina
Pablo Kanterewicz, Argentina
Décio Fábio de Oliveira, Brazil
Evening: All others not attending the PyME session - have dinner on your own
October 28th, Wednesday
8:30 BOTH - Keynote, Guest of Honour, Gerry Kraines, Levinson Institute, USA
9:10 - 10:40 Concurrent sessions sharing practice,
1.1 INTRO - Spanish only. Designing Organizational Structure using requisite organizaton concepts - Harald Solaas, Argentina
1.2. ADV - Appreciating various approaches to Organization Design
Moderated by Mike Jay, USA - Major questions about implementation; Implementing by the book (fixation on Elliott Jaques), Addressing the CEO's pain, Working in the areas of the consultant's strengths, Implementing while under full steam, and questioning assumptions that requisite behaviour can be assumed early in interventions.
Entering through executive assessment and talent pool work. Judy Hobrough, bioss Europe, UK
Values First. Ian Macdonald or Catie Burke, The Macdonald Consultancy, UK (invited)
Structure First -
Due diligence - Enhancer Consulting, Sweden
Management Practices First:
1.3 ADV - Ways of learning and teaching RO: classroom, workshop, study group, teleconference, mentoring, in the process of doing one's work, or web-based learning
Moderator: Gerry Kraines, The Levinson Institute. (GO Board Champion for Professional Development -- Nancy Lee, Requisite Organization Consultants, USA)
Report on a workshop: Teaching RO More Effectively, at ITBA, Ricardo Gutierrez, ITBA, Argentina
Learning in the course of doing one's work: Herb Koplowitz, Canada
The Classroom - Ricardo Gutierrez, ITBA, Argentina
The Public Workshop - Gerry Kraines, USA
The Teleconference - and workshop - Herb Koplowitz, Canada
A Web-based learning model for high mode individuals: The Western Behavioural Sciences Model - Ken Shepard
11:00 to 12:30 Concurrent sessions sharing practice,
2.1. INTRO - Spanish only -- Talent Pool Management using requisite organization concepts - Mariano Barusso, AMG Consulting Group, Argentina
2.2. ADV - Case studies in requisite organization based design
Growth of a global mobile communications company (MTN) into areas where others fear to tread…by Verena MacLean, Australia
The Road Ahead- the story of the 104 year old Royal Automobile Association of South Australia - by Andrew Olivier, Australia
Enhancer Consultants - case from Sweden
2.3. ADV - Perspectives on Individual Assessment, Coaching, and Development
Moderator: Glenn Mehltretter
Mike Jay, USA
Otto Laske, USA
Louise Stratford, bioss, USA
13:30 - 15:10 One set of concurrent sessions
3.1 INTRO - Spanish only --Cross-functional role relationships using requisite organization concepts, Ricardo Gutierrez, ITBA
3.2 ADV - Use of requisite organization in multi-national organizational issues - mergers and acquisitions and cross-functional teams
Azucena Gorbaran, AMG Consulting, Argentina
Verena Maclean, South African mobile communications company
Sabrena Hamilton, Novus International, USA
3.3. ADV - Cases in Talent Pool Management
Developing Measures of Aggregate Talent Pool Strength - Glenn Mehltretter, PeopleFit, USA
Senior consultant, AMG Consulting, Argentina
Tracing High Mode individuals over 15 years - AMG consultant
Senior bioss associate
|Open Space discussions|
15:30 - 17:30
INTRO - Questions and Answers about requisite organization. Bring all of your unanswered questions from the various workshop and executive presentations. - Herb Koplowitz, Canada.
ADV - An Open Space plenary working informally in small groups on issues raised by the participants
Tentative questions for Open Space Discussion
- Various approaches to implementing new structures and systems.
- Effective marketing of Organization Design
- How to develop an effective GO Society approach to professional development? Public programs, web-based learning, and mentoring.
- Planning special issues for the GO Journal
18:30 - 20:30
ADV - English only - Issues in marketing RO-based consulting services
Moderator: Azucena Gorbaran, AMG Consultants, Argentina
How a leadership and training consultancy transforms itself into an RO-based general consultancy -- Nick Forrest, Forrest and Company and Herb Koplowitz, Terra Firma Consulting both of Canada
Michelle Mallay Carter, PeopleFit, USA - blogging and public workshops
Ulf Lindberg, Enhancer, Sweden,
October 29th, Thursday
8:30 BOTH - Keynote: Senior practitioners sharing about how we mature in the understanding and application of this work. Herb Koplowitz, Terra Firma Consultants, and others.
9:15 to 11:00 Concurrent sessions
4.1 INTRO - Spanish only - Designing requisite compensation systems, Pablo Kanterewicz, Argentina
4.2 ADV - Toward an integrated approach to designing and managing organizations. Aligning RO with other major organizational approaches
- Using Robert Bales, SYMLOG values system to support organization design based on RO concepts, Brian Brittain, Entheos Consulting, Canada
- An Integrated Approach to Organization Design – aligning Jaques’s and Galbraith’s approaches to organizational design, Ken Shepard, GO Society, Canada - with or without Jay Galbraith
4.3 ADV - Exploring work at strata V, VI, and VII - How to describe the work? and indications of transitions? and how to support executives at these levels.
Judy Hobrough, bioss, UK
Herb Koplowitz or Mike Jay
Glenn Mehltretter, PeopleFit, USA
Gerry Kraines, Levinson Institute, USA (invited)
Verena MacLean, Australia (invited)
Jan de Visch (invited )
11:15 BOTH - Plenary session - Implications for society
A call to study and publish a Jaquesian analysis of the lives of outstanding entrepreneurs in business, governement and the social sector.
My experience, studying, writing, and sharing the Working Journey of Muhammad Yunus - Nobel Peace Prize Winner 2006), father of two million entrepreneurs -- Andrew Olivier, Australia
12:00 Next steps
13:00 Closing lunch