Changes 2018-08-17

General Changes

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


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

Changes to Introduction

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

Changes to Patterns:

Renamed Patterns:

  • Evaluate Agreements to Evaluate and Evolve Agreements
  • Intended Outcome to Clarify Intended Outcome
  • Open S3 Adoption to Open Space for Change

Added Patterns:

Changes 2018-03-21

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

Changes 2017-11-16

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

Changes 2017-11-10

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

Changes 2017-10-21

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

Changes to Introduction

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

Changes to Patterns:

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

Renamed Patterns:

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

Added Patterns:

  • Delegate Influence
  • Describe Drivers
  • Open Domain

Removed Patterns

  • Coordination Circle
  • Nested Domains
  • Qualify Driver