2009 World Conference Program

Organization Design:

Implementing Strategy Efficiently and With Trust
International Experience in Designing and Managing
for Innovation and Entrepreneurial Performance

October 26th to 29th, 2009

Hotel Panamericano
Carlos Pellegrini 551
Buenos Aires, Argentina C1009ABK


Conference Notes

Theme tracks:

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,

Harald Solaas,

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


Conference opening

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.


Executive Day

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.

  • Arturo Acevedo, Former Owner
  • Carlos Leone, Former CEO,
  • Pablo Kanterewicz
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.

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  Adjourn

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 treadby 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

12:30  Lunch

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

17:30  Adjourn

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

14:30 Adjourn








Major organizations and consulting firms that provide Requisite Organization-based services

A global association of academics, managers, and consultants that focuses on spreading RO implementation practices and encouraging their use
Dr. Gerry Kraines, the firms principal, combines Harry Levinson's leadership frameworks with Elliott Jaques's Requisite Organization. He worked closely with Jaques over many years, has trained more managers in these methods than anyone else in the field, and has developed a comprehensive RO-based software for client firms.
Founded as an assessment consultancy using Jaques's CIP methods, the US-based firm expanded to talent pool design and management, and managerial leadership practice-based work processes
Former RO-experienced CEO, Ron Harding, provides ooaching to CEOs of start-ups and small and medium-size companies that are exploring their own use of RO concepts.  His role is limited, temporary and coordinated with the RO-based consultant working with the organization
Ron Capelle is unique in his multiple professional certifications, his implementation of RO concepts through well designed organization development methods, and his research documenting the effectiveness of his firm's interventions
A Toronto requisite organization-based consultancy with a wide range of executive coaching, training, organization design and development services.
A Sweden-based consultancy, Enhancer practices time-span based analysis, executive assessment, and provides due diligence diagnosis to investors on acquisitions.
Founded by Gillian Stamp, one of Jaques's colleagues at Brunel, the firm modified Jaques;s work-levels, developed the Career Path Appreciation method, and has grown to several hundred certified assessors in aligned consulting firms world-wide recently expanding to include organization design
Requisite Organization International Institute distributes Elliott Jaques's books, papers, and videos and provides RO-based training to client organizations