Not everyone is a fan of Agile; the allergy is so strong it often spreads to agility, frameworks or not. Even “turning on a dime for a dime” is not enough. It’s harder to argue against the need for ambidexterity, humane effectiveness, adaptiveness, and timeliness.  I’m assuming the ethical and moral variety that you’d be ok for the general public and your mother to know about. 

With regard to how ready you are for market changes, you, in the exec team or board of the organization, are seemingly not aligned with your senior leadership, management, and employees (411). It makes me wonder if top management is leading or "leadering," not you, of course.

Leadering is the knack of creating a self-serving account of whatever is already happening,

It’s not much more than truth fashioning.

Leadering allows one to take credit for whatever good things are going on,

It’s not much better than a big con. 

It requires doing things that don’t mess with success,

Heaven forbid the lack of change should regress.

Afterall the baseline for success is continued survival,

Who in their right mind would want innovation revival.

A leaderer’s organization might have only about five minutes of actual leading in its story,

Which is why it will end up in forgotten books of stock exchange glory.

Let’s have hour after hour of monotonous leadering,

And from the brink of success, let’s end all this teetering.

 – inspired by Venkatesh Rao, the Art of Leadership (412)

I reviewed over eighty models in detail. It wasn't possible to create a grand unifying theory. I took a view of the common gaps: I urge you to close the gaps. Context is king, and there are no viable recipes for ambidexterity, humane effectiveness, adaptiveness, and timeliness. So, consider your organization’s environment.

Have you ever met a plumber who praised the work of another plumber? How often have you read or heard a thought leader praising the work of another living thought leader? Each one has their own book, community, and communication channels. Many offer the keys to paradise. You only need their thing.

Marketing 101 is to berate other ideas only to say something similar, albeit with a new exaggerated twist. This is because the good results don’t last forever. They are all prone to regime change. I have not yet seen an approach without significant gaps. This (work) gives you a new set of proverbial lenses. There are no viable recipes. You need to pause and reflect regularly (465, 466). Change does not come in a box. If it pretends to, it’s expensive and doesn’t work. 

To have the energy for true change, "put on your mask first" by resting, exercising, eating properly, and doing what gives you positive energy. Journal and get help. 

To paraphrase Dave Snowden, “I really think we need to shift away from the idea of a leader as an individual to one rhizome node in a network of interactions.”

Be proactive and unwavering – own the organizational change. Success will depend on an authentic focus shift to employee and customer satisfaction, a desired experience with your product or service, and measurable short and long-term results (216, 217), not awards by peers.

See if, in twelve months, you can improve your prestige with other curious peers, then accelerate momentum and leave less energetic rhizome nodes to their slower and shallower momentum. 

John Anthony Coleman, Orderly Disruption Limited, Buckinghamshire, England,
“Born and bred” (240) in Cork, Ireland

Copyright © 2017-2025 Orderly Disruption Limited. Offered for license under Attribution-NonCommercial-NoDerivatives 4.0 International, accessible at https://creativecommons.org/licenses/by-nc-nd/4.0/legalcode and also described in summary form at https://creativecommons.org/licenses/by-nc-nd/4.0/. By using MORE Executive SUCCESS In The Knowledge Economy Through Ambidexterity, Humane Effectiveness, Adaptiveness, and Timeliness you acknowledge that you have read and agree to be bound by the terms of Attribution-NonCommercial-NoDerivatives 4.0 International of Creative Commons.  

This workshop draws heavily from the Beyond Budgeting Roundtable (BBRT) framework, Bjarte Bogsnes' book "Implementing Beyond Budgeting," and real-world examples from leading organizations. Facilitated by Bjarte Bogsnes himself, Chairman of the Beyond Budgeting Roundtable and former Senior Advisor at Equinor, a globally recognized expert and thought leader in adaptive management.

This intensive workshop provides an exploration of the Beyond Budgeting model. Through a blend of theoretical insights, practical exercises, and real-world examples from Bjarte Bogsnes' direct experience, participants will gain the knowledge and tools to initiate an adaptive transformation within their own organizations. The focus is on moving from command-and-control to trust and empowerment, enabling dynamic responses to an ever-changing market. The session features first-hand stories from decades of global consulting experience, provides templates and diagnostic tools for organizational readiness, and includes facilitated group work and open discussion to deepen understanding and application.

Key Takeaway

In a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA), or even fragility, anxiety, nonlinearity, and incomprehensibility (BANI), the conventional approaches to approaches to management are no longer sufficient. Our workshop empowers leaders to transcend outdated methods and embrace an adaptive, forward-thinking mode of operation.

Unlock True Business Adaptiveness

Move beyond rigid budgeting to cultivate an organization that can respond dynamically and effectively to continuous change.

Build Trust & Sustainable Performance

Foster a culture of empowerment and collaboration, leading to enhanced engagement and enduring results.

Master Complexity for VUCA/BANI

Acquire the tools and strategies to thrive in today's unpredictable and interconnected global landscape.

Gain a Competitive Advantage

Leverage management innovation to differentiate your organization and secure your position as an industry leader.

This is more than just an update to your financial processes; it's a fundamental shift towards a management philosophy that equips your organization to not just survive, but to evolve and lead in the complex future truly.

Dive deep into the philosophy and practice of Beyond Budgeting with its pioneer, Bjarte Bogsnes. This session goes beyond theoretical concepts, offering actionable strategies to transform your management processes. Understanding how different environmental contexts (ranging from Simple, Uniform, Stable, Ordered - SUSO - to Volatile, Uncertain, Complex, Ambiguous - VUCA/BANI) require tailored management approaches is key to this transformation. Learn how to foster cost consciousness, effectively decouple targets, forecasting, and people & resource allocation, and evaluate performance holistically. Understand the power of transparent information for self-regulation and how to organize around accountable teams that are connected to stakeholders (including but not limited to customer needs. This workshop is designed for leaders and managers ready to challenge conventional wisdom and unlock their organization's full potential.

Budgeting: Before & After

Frustrated CEO: Another budget cycle... weeks of endless spreadsheets, pointless debates, trying to predict the unpredictable!

Transformed CEO: Sounds familiar. We called it the "budgeting nightmare" too, until we found Beyond Budgeting.

Frustrated CEO: Beyond Budgeting? What about control? And those rigid targets consistently stifle innovation!

Transformed CEO: You will get better control by replacing illusions of control with much better ones, like, for instance, transparency.

Frustrated CEO: But the market shifts so fast. Our old plans were obsolete by Q2. How do you adapt?

Transformed CEO: Dynamic forecasting. Our teams make real-time decisions. We pivot with grace, not struggle.

Frustrated CEO: And the results? Does it actually impact the bottom line?

Transformed CEO: Massively! Beyond Budgeting companies typically perform better by increasing revenue and reducing costs. Budget cycles went from months to weeks.

Frustrated CEO: Wow. So, less micromanagement, more growth?

Transformed CEO: Precisely. It's about leading with purpose, unleashing potential. Want to leave competitors in your wake?

Module Details

Introduction to Beyond Budgeting: The case for change in a VUCA/BANI world, the two dimensions, the 12 Beyond Budgeting principles (6 leadership principles and six management process principles), and understanding how to diagnose whether your environment is Simple, Uniform, Stable, Ordered (SUSO) - where traditional approaches may suffice - versus Volatile, Uncertain, Complex, Ambiguous (VUCA) or Brittle, Anxious, Non-linear, Incomprehensible (BANI) - where Beyond Budgeting becomes essential.

Leadership Principles in Practice: Purpose, values, transparency, autonomy, organization, and customer focus.

Management Processes Demystified: Decoupling targets, forecasts, and people & resource allocation. Performance evaluation, rewards, and coordination. Addressing common pitfalls of KPIs, output-oriented OKRs, and bonus systems.

Case Study: Equinor's Journey: In-depth look at "Ambition to Action" and real-world challenges/successes, with first-hand stories.

Implementation Roadmap & Pitfalls: Practical steps for transformation, common obstacles, and how to overcome them. Utilizing the Viable Map framework and diagnostic tools to assess your organizational environment (SUSO vs VUCA/BANI).

Q&A and Future Trends: Addressing participant questions and discussing the evolution of adaptive management, informed by facilitated group work and open discussion.

Explore real-world case studies, including Equinor's "Ambition to Action" journey.

Develop strategies to empower teams and individuals while maintaining organizational alignment.

Identify and mitigate common pitfalls associated with traditional budgeting, KPIs, output-oriented OKRs, and bonus structures.

Discover how management innovation can provide a significant competitive advantage.

Beyond Budgeting: Business Adaptiveness in Practice with Bjarte Bogsnes

A note from one of the co-founders of Evolved.Institute

Let's be honest. For too long, the annual budgeting process has been a source of frustration, not a strategic advantage. In today's Volatile, Uncertain, Complex, and Ambiguous (VUCA) or Brittle, Anxious, Non-linear, and Incomprehensible (BANI) world, traditional budgeting inhibits adaptiveness, innovation, and even contextually ethical behavior. We've all seen the statistics: you, as a manager, are often dissatisfied with the performance management process, while employees are increasingly disengaged, with Gallup research showing that disengaged employees cost organizations billions in lost productivity annually. Furthermore, most budget targets are obsolete by Q2, with many budgets becoming irrelevant within just three months of creation, yet you're still accountable for variations from the budget. It’s time to move beyond the illusion of control and embrace a more dynamic, adaptive approach.

This workshop isn't about simply tweaking your existing budget process; it's a fundamental reimagining of how entire organizations can be run adaptively, reflecting Evolved Institute's mission of catalyzing "timely, humane, and adaptive change."

Our approach emphasizes empowering individuals and teams to make responsive decisions, fostering dynamic performance management, and prioritizing continuous adaptation over rigid annual plans.

Why This Session?

Bjarte Bogsnes, with over 30 years of experience in both Finance & HR, and recognized as a Harvard Business Review/McKinsey Management Innovation award winner, will guide you through practical methods to foster true business adaptiveness. As the founder of Bogsnes Advisory, he delivers consulting, workshops. He keynotes worldwide, leveraging his extensive experience helping companies globally, including spearheading the transformation at Equinor (formerly Statoil) where budgets were eliminated in 2005.

You will learn to trust and empower without losing control, redefine performance with dynamic and relative targets (or even eliminating them), and leverage holistic performance evaluation. Discover how dynamic forecasting and people and resource allocation, combined with self-regulating management mechanisms (including transparency), can lead to superior results: higher engagement and innovation through empowerment without sacrificing oversight, fairer (finance and HR) performance management by addressing KPI flaws, and positioning your organization for competitive advantage through management innovation. We'll also tackle common pitfalls like those associated with traditional KPIs, output-oriented OKRs, and bonus problems, emphasizing management innovation as a key competitive advantage.

"Learn from the fringes! Management innovation can provide just as much competitive advantage as technology and product innovation!" - Bjarte Bogsnes

This session is where true innovation emerges, offering fresh perspectives beyond conventional wisdom.

• Understand the core principles of Beyond Budgeting and how they foster business adaptiveness, innovation, and ethical behavior.
• Learn practical tools for dynamic forecasting, relative targets, and holistic performance evaluation, including the Viable Map framework for diagnosing management models.

Let's be honest: traditional budgeting is broken. For too long, the annual budgeting process has been a source of frustration, not a strategic advantage. It's time for a different approach, one that delivers true business adaptiveness.

What to AVOID:

• The illusion of control offered by rigid annual budgets.
• Fixed budgets that are obsolete by Q2, leading to dissatisfaction and gaming.
• A command-and-control culture that stifles initiative and trust.
• Common pitfalls like KPI issues and bonus problems.

What to EMBRACE INSTEAD:

• Trust and empower your people without losing control.
• Dynamic, relative targets that adapt to market realities.
• Holistic performance evaluation that considers more than just financials.
• Management innovation as a key competitive advantage.

Key benefits of Beyond Budgeting

Boost Your Bottom Line & Achieve Goals

With dynamic forecasting and smarter resource allocation, you'll consistently hit — and even exceed — financial targets, driving tangible growth and cementing your reputation as a high-impact leader.

Gain an Unbeatable Competitive Edge

Break free from rigid, outdated plans. This adaptiveness allows your team to pivot quickly to market changes, outmaneuver competitors, and seize new opportunities before anyone else. No more playing catch-up!

Maximize ROI: Innovation & Engagement Drive Financial Gains

By fostering trust and transparency, empowered teams accelerate innovation and improve efficiency. This directly translates to increased revenue from faster time-to-market for new solutions, significant cost savings through optimized processes, and reduced turnover expenses. A highly motivated and self-regulating workforce delivers quantifiable financial returns, minimizing micromanagement and maximizing your organization's bottom line.

Ensure Sustainable Profitability & Growth

Beyond Budgeting instills a mindset of continuous resource optimization, leading to smarter spending decisions that enhance long-term profitability and free up capital for strategic investments that truly move the needle.

Stop managing by spreadsheet and start leading with purpose. Unlock your organization's full potential and secure a real competitive advantage through continuous management innovation.

• Ability to articulate the limitations of traditional budgeting and the benefits of Beyond Budgeting for adaptiveness, innovation, and contextually ethical decision-making.
• Competence in applying dynamic performance management techniques, including the Viable Map framework for diagnosing whether your organizational environment is Simple, Uniform, Stable, Ordered (SUSO) - where traditional management may still work - versus Volatile, Uncertain, Complex, Ambiguous (VUCA) or Brittle, Anxious, Non-linear, Incomprehensible (BANI) - where adaptive Beyond Budgeting approaches are essential.
• Understanding of how to build a culture of trust, transparency, and organizational accountability.
• Insight into overcoming resistance to change and driving management innovation.
• Knowledge of how to set directional, ambitious, and relative goals, or to eliminate targets.
• Skills to implement dynamic forecasting and continuous resource allocation, effectively decoupling these processes from each other.
• Ability to balance empowerment with effective governance.
• Capacity to implement more equitable and motivating performance systems that replace the pitfalls of traditional KPIs and bonuses.
• Understanding of how self-regulating systems can replace outdated hierarchies.
• Build Understanding - Grasp the fundamental principles and philosophy behind adaptive management
• Learn Practical Tools- Master dynamic forecasting, relative targets, and holistic performance evaluation
• Plan Implementation - Develop your roadmap using proven change strategies and the Viable Map framework
• Achieve Results - Create sustainable competitive advantage through management innovation

"Learn from the fringes! Management innovation can provide just as much competitive advantage as technology and product innovation!" - Bjarte Bogsnes

Join this transformative session and discover how to trust and empower without losing control, redefine performance with dynamic approaches, and unlock your organization's full potential through Beyond

Our workshop is meticulously designed to provide a comprehensive and engaging learning experience, featuring unique aspects that go beyond traditional lectures to foster deep understanding and practical application. Each session is crafted to maximize engagement and ensure participants gain actionable insights.

• First-hand Stories: First-hand stories and implementation advice from decades of global consulting and in-house transformation.
• Facilitated Group Work: Facilitated group work and open discussion, connecting experience to actionable next steps.
• Practical Tools: Templates and diagnostic tools for evaluating organizational coherence and readiness for change.
• Curated Reading: Curated further reading to sustain learning momentum.
• Interactive Elements: Interactive elements that make this more than just a lecture.
• Real-world Cases: Real-world case studies from Equinor and other organizations. Bjarte Bogsnes' seminal book, "This is Beyond Budgeting," showcases diverse organizations that have successfully implemented Beyond Budgeting principles. These case studies highlight various approaches, demonstrating that there is no one-size-fits-all solution and emphasizing the remarkable results and benefits achieved across different industries and contexts.

Handelsbanken (Svenska Handelsbanken): Sweden's most profitable bank has been operating without budgets since the early 1970s under CEO Jan Wallander. Their decentralized branch model, focusing on local branch autonomy, customer satisfaction, and relative targets against competitors, consistently outperforms the market. For instance, Handelsbanken has been more profitable than its competitors for the past 50 years, with a return on equity often 2-3 percentage points higher than the industry average, delivering superior returns and growth compared to traditional banks.

Equinor: The Norwegian energy giant, with approximately 21,000 employees across 36 countries and an annual turnover exceeding $70 billion, eliminated traditional budgets in 2005. They implemented an "Ambition to Action" model, focusing on dynamic forecasting, relative performance management, and decentralized decision-making. This led to superior operational performance and adaptiveness, with the company consistently achieving top-quartile performance in capital efficiency and project delivery, and becoming the world's largest operator in waters deeper than 100 meters.

Target Audience: This workshop is designed for forward-thinking leaders and professionals eager to move beyond the limitations of traditional budgeting and embrace more adaptive and effective management practices. It caters to those who recognize the need for organizational flexibility and empower their teams.

Primary Audience: Board members, executives, and senior managers who want to rethink budgeting and performance management and are ready to challenge conventional wisdom and unlock their organization's full potential.

Secondary Audience: Change agents, Finance leaders, HR professionals, and anyone involved in strategic planning or performance management within an organization.

Specific Roles Who Would Benefit: CEOs, CFOs, HR Directors, Chief Transformation/Digital/AI Officers, Heads of Strategy, Business Unit Leaders, and Financial Controllers who seek to implement adaptive management practices.

Financial Controllers: Attendees should have a foundational understanding of organizational finance and management principles. A minimum of 5-7 years of professional experience in leadership or management roles is recommended. Familiarity with traditional budgeting processes and their common challenges will be beneficial.

Who this workshop is NOT for: People who are looking for a self-serving opportunity to influence an executive or board member. Participants will be given opportunities to call out such behavior, with a view to the ejection of offenders from the event.

We offer flexible delivery formats to suit diverse organizational needs and learning preferences, all designed to maximize engagement and ensure a rich learning experience.

Our approach prioritizes interaction and practical application, ensuring participants are not just observers but active contributors to their learning journey.

In-Person Sessions

Immersive, hands-on workshops conducted at your location or a designated venue. These sessions require full engagement from all participants, fostering direct interaction and interaction and collaborative problem-solving in a dynamic environment.

Online Interactive Sessions

Live, virtual workshops designed for maximum interactivity. Participants are required to have cameras on and maintain full engagement, somewhat replicating the collaborative atmosphere of an in-person setting. This format ensures active participation and real-time discussion.

Live Webinars & Q&A Sessions

Engaging broadcast sessions covering key concepts, followed by dedicated Q&A segments. This format allows for a broad reach while still providing opportunities for participants to clarify doubts and interact directly with the facilitator.

Whether you opt for a public workshop or a tailored private session for your organization, our programs are structured to deliver profound insights and actionable strategies.

Duration details are customizable, ranging from intensive half-day modules to comprehensive multi-day programs, designed to fit your schedule and learning objectives. Each format is meticulously crafted to ensure high levels of interactive elements and clear engagement expectations, promoting a truly transformative learning experience.

• Multiple modules (4 to 6 hours per module)
• Join one or many sessions with peers
• Private or public

At the time of writing, and to the best of our knowledge, no organization had perfected ambidexterity, humane effectiveness  (275), adaptiveness, and timeliness. Some get tantalizingly close; time will tell how close and for how long. Mediocre management eventually slips back in, and psychological safety (419), if it was ever there, slips back out, with transparency quickly following it out the door.

You may have seen cases where the culture is toxic, where, for example, "leaders" put pressure on people doing the work and ask team. members to resubmit “maturity” surveys in a more positive light.

The lack of perfection is primarily due to human factors, including a lack of discipline, continual improvement, experimentation, and political will. Imagine a world where toddlers stopped trying to walk because they fell once and concluded, “I tried that, and it didn’t work.” You would have a world full of people moving around on their posteriors.

Sustainably improved results do not arise from <Pick your fad> "transformations." The fads will change; the nonsense will not. We asked an executive recently how he planned to continually improve sixty-eight "squads," as without energy to improve, entropy would ensue. Those squads started with a big bag. we asked, "Should you not continually search for and experiment with the best ideas to improve?" He had no answer. 

Leaving aside that a "transformation" is never finished, some organizations have "transformed" over five times; the change unraveled each time.  There are missing ingredients. When you stay still, others don't. History repeats itself as a lack of humanity abounds in the workplace, and short-term focus takes over. Many prefer to be wrong than uncertain. You need to get to the long-term through the short-term, but you often need more emphasis on the long-term. Collective discipline and healthy-habit forming might be key ingredients key to success.

There is a saying, “Nothing lasts forever.” Some organizations offer hope; only time can tell. Even the "poster children" organizations struggle with psychological safety (419)  and become victims of their success; they don’t refresh their product or service lines, have quality issues, and get pegged into market segments, allowing “fast follower” competitors to take the cream. You have room for improvement.

When you cannot “see” the invisible waste or knowledge work, you cannot have the right conversations at the right time, and a much-needed sense of urgency gets lost. You need to make work and waste noticeable and be open to proactively discussing the signals, however inconvenient.

How well can you sense opportunities or threats and respond to them in a timely, humane, and effective way Examples include the blockchain, robotics, AI, mixed-reality, and (non green-washing) sustainability.

Do peers and colleagues feel cooperation is in their interests, e.g., incentives and rewards? Are you watching the baton (the work) or the runners (the people doing the work (14)? 

Many of the models shared have case studies that you can explore. What few have managed well is creating or mixing the right blend for their environments. "Copy and paste" is tempting but mechanical and usually falters. Try better and more timely decision-making, with happy employees serving happy customers, good psychological flow, and an optimized flow of potential and actual value.  

Consider multi-year operational performance over share price (231); share price focus alone drives cost-cutting to the extent employees incur (now official) “moral distress” (281), increase long-term costs, and worsen customer, consumer, or user long-term experience.

Copyright © 2017-2025 Orderly Disruption Limited. Offered for license under Attribution-NonCommercial-NoDerivatives 4.0 International, accessible at https://creativecommons.org/licenses/by-nc-nd/4.0/legalcode and also described in summary form at https://creativecommons.org/licenses/by-nc-nd/4.0/. By using MORE Executive SUCCESS In The Knowledge Economy Through Ambidexterity, Humane Effectiveness, Adaptiveness, and Timeliness you acknowledge that you have read and agree to be bound by the terms of Attribution-NonCommercial-NoDerivatives 4.0 International of Creative Commons.

The Moment Everything Changes: There's a moment in every leader's journey when the familiar comfort of tradition shatters, revealing a stark, often painful truth. It's the moment when the quarterly budget review isn't just a routine, but a visceral realization that the very systems designed to drive growth are, in fact, silently suffocating innovation, stifling agility, and draining the lifeblood from your organization.

The Silent Erosion of Potential: For too long, many leaders have endured the quiet despair of "business as usual" – the sleepless nights spent wrestling with inflexible spreadsheets, the frustrated teams battling arbitrary targets, and the countless missed opportunities born from a fear of deviating from rigid plans. This isn't just an inefficiency; it's an emotional cost, a steady erosion of engagement, and a dangerous drag on your organization's true potential. The endless cycles of rework, the stifled creativity, the blame games when forecasts inevitably go awry – these are the painful echoes of broken systems.

Envisioning True Freedom: But what if there was another way? Imagine the profound relief of shedding those chains. Picture an organization that breathes, adapts, and thrives – not despite uncertainty, but because of its innate ability to respond. Envision empowered teams making rapid, intelligent decisions, fueled by genuine purpose rather than artificial constraints.

Artificial constraints include, but are not limited to, ‘resource utilization’, lower unit costs at the expense of long-term costs, deadlines requiring work to start as soon as possible, instead of increasing the chances of meeting a deadline by starting work as late as possible within throughput capacity in a ‘focus and finish’ manner.

This is the vision of a world where your organization doesn't just survive change but harnesses it; where competitive advantage isn't a goal, but a natural outcome of true adaptiveness. 

Your Pivotal Leadership Moment: This is more than an invitation to a workshop; it's a call to embrace a pivotal moment in your leadership journey. It's the opportunity to confront the status quo, to break free from the frustrating grip of outdated budgeting, and to lead your organization into an era of unprecedented agility and empowerment. The future isn't waiting for permission; it's demanding transformation. Will you answer the call and seize this moment to redefine success for your organization?

Before You Dismiss This Idea

We understand. The concept of "Beyond Budgeting" might sound radical, even unsettling, at first glance. Perhaps you're thinking it's a reckless abandonment of control, an invitation to chaos, or invitation to chaos, or simply too theoretical for your pragmatic world. You might be worried about losing predictability, accountability, or the very structure that keeps your organization running. But before you dismiss this idea, we urge you to challenge your own assumptions.

Is Control an Illusion?

Is the rigid, annual budgeting process truly offering you the control and predictability you seek? Or is it an illusion, leading to gaming, demotivation, and a constant struggle against an ever-changing reality?

The Stifling Status Quo

Consider the true cost of maintaining the status quo: the missed opportunities, the frustration among your teams, and the inability to adapt swiftly to market shifts. The conventional approach is often a hindrance to strategic advantage.

Proven Success, Not Theory

Beyond Budgeting isn't just theory. It's a proven philosophy and practice adopted by leading organizations worldwide, enabling them to achieve superior results, enhanced adaptiveness, and a culture of trust and empowerment. It directly addresses common pitfalls like KPI issues and bonus problems.

This workshop is designed for leaders and managers ready to challenge conventional wisdom and unlock their organization's full potential. It offers actionable strategies to transform management processes, moving from command-and-control to trust and empowerment through dynamic forecasting, relative targets, and holistic performance evaluation.

Don't let preconceived notions or the comfort of outdated methods hold you back from discovering a more effective and adaptive way to manage your business.

Embrace continuous management innovation and secure a real competitive advantage in an ever-changing market.

Join us to explore how Beyond Budgeting can deliver superior results and provide insight into overcoming resistance to change and driving management innovation. Your organization's future adaptiveness depends on it.

UK VAT only applies to orders from the UK; VAT does not apply outside the UK.

Payment in advance is required, with no exceptions. Without exception, all seats for a booking must be prepaid to confirm that booking.

All documentation requirements for invoice payment by the training date must be declared at the outset.

You may cancel up to the specified online ticketing deadline, and if so, depending on the payment engine/approach, the refund could have deductions for bank transfer fees.

You may postpone your ticket with a minimum of three business days' notice; thereafter, your lack of attendance at the booked date will be treated as a cancellation with zero refund (due to planning & venue costs for class numbers). Best efforts would be made to fit you into a later workshop.

Subject to GDPR or other regulations:

• Attendees may be asked to optionally consent to receive communications, e.g., follow-up email newsletters.
• Attendees will be invited to a slack channel for the class to enable communications before, during, and after the class.
• Photographs and/or video permission will be requested in class for follow-up marketing purposes.
• Reviews & Testimonials will be requested in class; you can add the same review and star rating to each of TrustPilot, and Google, to be performed optionally in class.
• A limited number of free-of-charge post-training Zoom/alternative calls are offered. To book, attendees can arrange to meet me here.
• Attendees may be asked to join compatible communities, e.g., the LeSS community.

Executives...
What got you here won't get you there (79).

Avoid:

• Focusing too much on quarterly results and targets
• Not caring how employees deliver results
• Not truly empowering teams to solve impediments
• Employees not feeling inspired and hence not exciting customers in the right way

Prepare your successors.

Attain MORE executive SUCCESS through ambidextrous ACTION:

• MORE - Managerial and Organizational Resilience Evolution.
  
• SUCCESS – Savvy United Culture and Climate Envelope with Succession Superpowers.
  
• ACTION – Act, Clarify, Try-out, Iterate, Orient, Now.

Copyright © 2017-2025 Orderly Disruption Limited. Offered for license under Attribution-NonCommercial-NoDerivatives 4.0 International, accessible at https://creativecommons.org/licenses/by-nc-nd/4.0/legalcode and also described in summary form at https://creativecommons.org/licenses/by-nc-nd/4.0/. By using MORE Executive SUCCESS In The Knowledge Economy Through Ambidexterity, Humane Effectiveness, Adaptiveness, and Timeliness you acknowledge that you have read and agree to be bound by the terms of Attribution-NonCommercial-NoDerivatives 4.0 International of Creative Commons.

FOR curious, humble, and people-smart:

• entrepreneurs,
• executives, and
• board members

WHO NEED:

• More success
• To think, act, and behave differently
• To balance the short-term and the long-term
• To improve or preserve their legacies in the eyes of people they respect

MORE executive SUCCESS IS A well-referenced executive management guide for service/product/customer-oriented organizations in the knowledge economy

THAT, notwithstanding context:

• highlights perceived gaps for the short-term to long-term
• assesses strategies and tactics for filling the gaps
• has an education bit, and
• helps entrepreneurs, executives, and board members to improve and protect their legacies

UNLIKE:

• A focus on teams, scaling, and middle management, which is already served (455, 456)
• A collection of context-free recipes
• A script for industrialization of "Agile" or "product"
• A piece based on product management, which is already served (251, 325, 326, 420, 424, 460, 461, 462, 467)
• A piece based on technical agility, which is already served (20, 114, 199, 279, 457)
• A piece based on Agile, which lost its way since its anarchic days and focused insufficiently on discover-to-deliver (458)
• A piece based on project management, which is already served (459)
• A piece lacking in focus on the problem space or discovery to delivery
• A grand unifying theory

COMPETITIVE ADVANTAGE:

MORE SUCCESS focuses on executive management theory supported by intermissions of Limerick-style poetic humor. The piece also compares and contrasts Amazon, Apple, Google, Haier Group, Microsoft, Pixar, Spotify, Stripe, and Tesla against the theory.

Copyright © 2017-2025 Orderly Disruption Limited. Offered for license under Attribution-NonCommercial-NoDerivatives 4.0 International, accessible at https://creativecommons.org/licenses/by-nc-nd/4.0/legalcode and also described in summary form at https://creativecommons.org/licenses/by-nc-nd/4.0/. By using MORE Executive SUCCESS In The Knowledge Economy Through Ambidexterity, Humane Effectiveness, Adaptiveness, and Timeliness you acknowledge that you have read and agree to be bound by the terms of Attribution-NonCommercial-NoDerivatives 4.0 International of Creative Commons.

Why This Workshop Series?

As a leader, you navigate entanglement daily. Save yourself with better stakeholder satisfaction, strategic clarity, delivery, and effectiveness at the lowest costs.

Our executive workshop series, with multiple modules to choose from, is a starting point for improving your ability and confidence to lead through uncertainty while inspiring short-term and long-term success.

What Makes This Series Stand Out?

• Customizable Learning: Join one or many modules based on your needs. The modules are interconnected yet independent.
  
• Proven Strategies: Interlace time-tested ideas and innovations to deliver change that sticks.
  
• Engaging Formats: Live training workshops tailored to executive needs and executive audiences, supported by free podcasts and webinars.
  
• Practical Insights: Apply visual management, stakeholder satisfaction strategies, and evidence-informed decision-making to your unique context.
  
• Pragmatic: Exercise and experience-driven ‘try before you buy’ approaches. The training favors interaction to facilitate adoption.
  
• Supported by Optional Coaching for your Context by Industry-leading Practitioners: Breadth and depth across approaches, domains, and industries with an agnostic approach for knowledge
  work.
  

Key Focus Areas

1. Clarity in Action
2. Master Complexity
3. Visualize Success
4. Adapt & Evolve

What You'll Gain

• Strategic Tools: Optimize decisions and optimize stakeholder values (including customers and users).
  
• Leadership Mastery: Uncover actionable insights into self-leadership, team dynamics, and organizational impact.
  
• Practical Application: Exercises and tools are ready to be adopted in your organization tomorrow, with an acceptable invitation to change.
  
• Scalable Solutions: Catalyze systemic changes with strategies designed for the enterprise level.

Ready to Lead with Impact?

Transform how you lead with actionable insights, a supportive community, and a path toward becoming more adaptable, resilient, and successful.

Enroll Today

Choose your modules and start your journey toward leadership excellence.

For any questions and registration, please feel free to contact hello@evolved.institute.

Your Facilitators:

• Alize Hofmeester
• Allan Kelly
• Daniel Russo
• Dave Snowden
• Jim Benson
• John Coleman
• Lia Caraman
• Magdalena Firlit
• Mike Burrows
• Nader Talai
• Pia-Maria Thorén
• Philippe Guenet
• Ralph Jocham
• Steve Morlidge
  

Other Inspirations Include Public Works related to:

• Andy Carmichael
• Annie Dukes
• Bas Vodde
• Bill Joiner
• Brené Brown
• Christina Wodtke
• Clayton Christensen
• Cliff Hazell
• Craig Larman
• Corporate Rebels
• Daniel Pink
• Dave Snowden
• Donald G. Reinersten
• Donald J. Wheeler
• Edgar Schein
• Eliyahu M. Goldratt
• Ellen Gottesdiener
• Esther Cameron
• Heidi Helfand
• Henrik Kniberg
• Henry Mitzberg
• Indi Young
• Jared Spool
• Jeff Gothelf
• Jeff Patton
• Jocko Willink
• Joe Krebs
• John Carter
• John Cutler
• John Doerr
• John Kotter
• John Seddon
• John Turner
• Joshua Seiden
• Jurgen Appelo
• Karl Scotland
• Ken Schwaber
• Kent Beck
• Klaus Leopold
• L. David Marquet
• Leandro Herrero
• Leif Babin
• Malcolm Gladwell
• Marshall Goldsmith
• Martin Fowler
• Marty Cagan
• Masha Omeragic
• Melissa Perri
• Michael Huynh
• Michael Porter
• Mike Beedle
• Mike Green
• Mike Rother
• Nigel Thurlow
• Peter Senge
• Renee A. Mauborgne
• Richard Rumelt
• Robert Sutton
• Roger L. Martin
• Rory Sutherland
• Russell Ackoff
• Russ Lewis
• Sam L. Savage
• Scrum.org Evidence-Based Management™
• Scrum.org Nexus™
• Siegfried Kaltenecker
• Simon Wardley
• Steve Tendon
• Stephen M. R. Covey
• Taiichi Ohno
• Tom and Kai Gilb
• Walter A. Shewhart
• W. Chan Kim
• W. Edwards Deming
• Woody Zuille
• Yves Morieux

How:

• Agendashift™
• Beyond Budgeting
• Customer Experience
• Cynefin®
• Design
• Estuarine Mapping
• Flow
• Inspiration
• Kanplexity
• Leadership Circle Profile®
• Lean
• Liberating Structures
• Marshall Goldsmith’s Stakeholder Centered Coaching
• Mind Body Connection
• Motivation
• Obeya
• Organization Design
• OKRs
• Planguage and Evo
• Plan Do Study Act
• Process Behavior Charts
• Product Management
• Product Leadership
• Purpose
• Strategy
• Strategy Deployment
• Team Effectiveness
• User Experience
• Wardley Maps
• Vanguard Method
• X-Matrix

By attending, you will be able to

Address Variation: Variation is part of the parcel of normal business activity. Apply techniques to diagnose abnormal variation. Visualize the normal variation that might require a big change to unseat. Also, understand when variation theory is more useful.

Attain Clarity: Communicate measurable, malleable goals to optimize value. Get some help from Artificial Intelligence Large Language Models (AI LLMs).

Deal with Complexity: Understand and apply techniques to deal with emergence. Give voice to a renewed freshness of thinking so the organization adapts to or pre-empts the marketplace.

‘See’ Knowledge Work and Waste: ‘See’ rather than not see. Visualization trumps blindness to knowledge work and waste. And go to the source to get the facts for yourself.

‘See’ the flow of outcomes: Do your teams check if they ‘hit the bullseye?’ Learn and adapt. Experiments, result-feedback, side effects, and marketplace changes offer ample to learn from if you and the teams would look.

‘See’ ‘Demand’ and How the Work Works: Convert failure to serve stakeholders well to value demand. Develop strategies that promote active participation from all stakeholders (including customers and users). Understand organizational workflows, processes, and systems. Discover how to serve stakeholders better, including the customer or user.

Address the Environment: Eliminate misalignment between what is said and what is done. Enhance the harmony and consistency between your organization's management processes, your words, and your behavior. Identify and implement systemic change. Improve Finance, Procurement, Compliance, and People systems. Improve the management processes, workflows, and systems that staff must grapple with. Create an environment where people face and adapt to reality together. Watch them deal with it constructively and appropriately.

Enable Smarter Investment with Discover to Deliver: More often than you think, when your teams build it, customers don’t come to it. Let’s understand that result-feedback, side-effects, and marketplace changes provide the most impactful learnings. And here’s a Newsflash: stakeholders struggle to articulate what they want or need, so observing can be better than listening. If you can spend 5k USD on discovery to save investing 5m USD of waste delivery, it’s worth it. Get some help from AI LLMs.

Address Measurement: Informed by evidence, persevere, pivot, or stop. Learning without adaptation is pointless. Get some help from AI LLMs. Empower vendors with agile contracts.

Address the Work Climate: Engage customers, users, and employees. Stimulate a climate where you hear the truth before the grapevine and are glad to hear it. Inspired, motivated, and cognitively diverse people lead at all levels.

Address Yourself: Become More Coachable. Master personal development techniques that enhance your leadership capabilities.

Lead Yourself: Harness the innate power inside you and feel good enough, and at the same time, learn how to improve personal inner harmony.

Boost Team Effectiveness: Learn how effective teams work together and grow from a recent and eminent scientific study! Encourage everyone to talk openly, make sound and timely decisions, and continuously improve.

Boost the Impact of Organization Design: Sorry, bad news! There is no single universal truth. No one can define your utopia for you. While there are no context-free recipes, there is a congruent set of pathways to betterment. Consider some optimizing factors for your context. Uncover more appropriate organizational design options. Use an emergent approach to get started. Build momentum and learning. Distinguish delivery models from organization design options. Understand the effect of modularity on your options.

Improve Strategy Deployment and Emergence: Do Focus Top-Down and Bottom-Up with some help from AI LLMs. There is a trade-off when one goes for short-term goals. A vector of change is generally better to evolve from the present while keeping an eye on the prize. Starting from where you are, hack Objectives and Key Results (OKRs) for complexity. Benefit from coherently synthesized wisdom of giants using practical, well-known, and less-known yet straightforward tools. It is practical and logical, yet necessarily messy. Inform strategy with learnings from collaborative and intentional discussions, quantified stakeholder needs and wants, result feedback, experiments, side-effects, and marketplace changes.

Strategy as a Collaborative Generative Activity: Catalyze a more participative, collaborative, and emergent strategy. Redesign the strategy to fit stakeholder (including customer) needs. Practice a technique for learning and adapting the strategy and the next steps for strategy deployment. Practice the X-Matrix, your new strategy radar system.

Integrate Objectives with Adaptiveness: Create a straight line between team objectives and strategy. Use OKRs to create feedback loops connecting strategy and execution. Create key results to quantify objectives. Discover what key results are and are not and how key results drive in-depth thinking. Use a wide-narrow-wide OKR cycle for ambitious thinking and focused delivery. Use OKRs as a value-generating practice on a rhythm. Combining time-boxed OKR cycles with ways of working and how to incorporate planning and design.

Avoid help from people who almost always massage your ego or agree with you too often; they're just taking your money, and it’s not real help. Avoid rejecting the help and "tough love" you might need. Maybe you prefer to get an obedient and loving dog, but treat it well – a dog is for life.

Beware of black-and-white thinking, observed when someone says something is true or false when it can be both true and false. For example, management consultants and agile coaches are bad, and product coaches are good, and vice versa.

I found quite a few good adaptiveness coaches in the wild, even if they did need a little bit of redirection. Beware of confusion. For example, product development is weak and product management is strong. The best product leaders we came across were in product development.

Beware of false dichotomies, treating options like they are mutually exclusive when they are not. For example, you
need effectiveness, not efficiency – you may need to find a balance. Efficiency can be seen as effectiveness at the acceptable costs/speed (and other resources).

Beware of unoriginal thinking and people who show secondary issues as root causes and mix opinions with facts. Just because they have the mic doesn't mean they're right. Beware of bashing; wait to hear what they're selling; our bet is you won’t have to wait for long.

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Click here for a comprehensive list of references.