U Lab Sourcebook Description
The U Lab Sourcebook embedded below is the standard manual provided to students of Theory U and participants in the Communities for Change program. It contains useful summaries of the principal concepts of Theory U, and instructions on how to implement all of the tools of the model. It is shared under a creative commons license by the Presencing Institute and Otto Scharmer.
ANNOTATED RESOURCE REVIEW
BOOKS
Beck, Don Edward., and Christopher C. Cowan. Spiral Dynamics: Mastering Values, Leadership, and Change: Exploring the New Science of Memetics. Blackwell Publishing, 2011.
The Spiral Dynamics model provides a useful framework for analyzing the complex forces at work in individual and group dynamics in a rapidly changing world. This book is a thorough primer for understanding Spiral Dynamics and by extension developing a basic grasp of Integral Theory. It offers both a complete explanation of the philosophical underpinnings of this model as well as practical tools for applying the model in personal and organizational development work.
In the context of this OP, I use the worldview modeling (vMeme's) of Spiral Dynamics to evaluate the worldviews of the various colleagues I am comparing myself to as well as that of their clients. I also use this modeling to evaluate the general condition of society and consider how I can design interventions that will be marketable to those worldviews.
Brock, Adam. Change Here Now: Permaculture Solutions for Personal and Community Transformation. North Atlantic Books, 2017.
Brock's Change Here Now arrives not a moment too soon to conclusively shepherd the Permaculture movement beyond its roots as a land design method squarely into the realm of social design. Thoroughly researched and thoughtfully presented, Brock draws on a wide variety of sources to present eighty proven solutions for building healthy communities.
In the context of this OP, I employ the general principles of Brock's pattern language to evaluate social patterns that can inform my understanding of the field of Sustainability and Regenerative Design consultants.
Osterwalder, Alexander and Yves Pigneur. Business Model Generation. Wiley, 2010.
Business Model Generation is the go-to manual for Lean Canvas business planning. Â Chock full of detailed process and planning tools that allow the reader to rapidly prototype business models with as little or as much detail as they want. Â This has become my go to book for quickly evaluating my own and my clientsâ ideas, identifying gaps and oversights in business plans, and ideating solutions.
In the context of this OP, Business Model Generation provides a methodology and techniques for rapidly evaluating business ideas.
Raworth, Kate. Doughnut Economics: 7 Ways to Think Like a 21st Century Economist. Chelsea Green Publishing, 2017.
This book is Raworth's excellent effort to introduce the world to her revolutionary model of economic thinking. A thorough, thoughtful, and imminently practical refutation of mainstream economic thinking, Doughnut Economics brings the change maker an analysis of what is wrong with everything we have been taught about economics, and how to think about the dismal science in a way that will support and sustain healthy life on planet earth moving forward.
Doughnut Economics is a perfect complement to the Theory U's analysis of "what is wrong in the world and what to do about it." While Scharmer provides in the foundational principles of Theory U an analysis of the dysfunctional thinking that has created the failing society we currently live in, Raworth augments this analysis with a history of how economic thinking became the way it is. Then, she takes her solution proposal a step further than Scharmer's Theory U methodology by providing a multi-step prescription to get us from where we are to where we need to be. While framed for economists, this book is written with the understanding that we are all, ultimately, the economists of our own lives and instructs the reader on how to adjust their thinking to create the outcomes, at whatever scale they can reach, that they desire.
Scharmer, Otto and Katrin Kaufer. Leading from the Emerging Future: From Ego-Systems to Eco-Systems. Berrett-Koehler, 2013.
Leading from the Emerging Future serves as a complement to Scharmer's Theory U, by departing from the academic focus of the latter to provide a more user friendly explanation of the Theory U model. Directed towards users, particularly in organizational development, this book is replete with real-world examples of how to apply Theory U towards "transforming business, society, and self."
In the context of this OP and related projects, this book provided me with much needed perspective on how best to explain the intricacies of using Theory U (not just what it is) to those I was teaching.
Scharmer, Otto. Theory U: Leading from the Future as It Emerges. Berrett-Koehler, 2009.
This is the standard textbook for learning and teaching the Theory U model. A dense tome of 531 pages, the reader can be forgiven for finding it dry and even forbidden, yet the author writes in a readable style that in spite of being verbose and sometime jargony, is accessible. In conjunction with the EDx Theory U 0.X and 1.X courses as well as the facilitator training I have taken, I have used this book to anchor my knowledge and practice of Theory U. Because of it's size, I have found this book most useful as a reference rather than a cover-to-cover read.
In the context of this OP, Theory U forms a cornerstone of several of the emerging employment opportunities that appear to be the foundations of my new career. Specifically I have been developing an expertise in teaching and employing Theory U. In particular, Theory U bridges the worlds of personal development and whole systems thinking/design in a way which I am learning to emulate in my own work.
Wahl, Daniel Christian. Designing Regenerative Cultures. Triarchy Press, 2016.
Designing Regenerative Cultures is the most complete and detailed work on Ecosocial Design for a regenerative future that I have found. A heavy read at times, it makes an excellent companion read to Pinchbeck's How Soon Is Now? by providing the technical details that work lacks.
This work is a constant reference for me for best practices in sustainability and regenerative design.
PERIODICALS
Reams, Johnathan. Illuminating the Blind Spot: An Overview and Response to Theory U. Integral Review, Issue 5, 2007 http://nextstepintegral.org/wp-content/uploads/2011/04/Illuminating-the-Blind-Spot-Jonathan-Reams.pdf
Reams analysis and critique of Scharmer's Theory U provides a helpful perspective in analyzing and understanding both the benefits and some of the shortcomings of the model.
Credits
I'm having trouble figuring out how to display individual image credits in Mahara, so in the meantime I offer these credits:
Photography:
The majority of the photography contained herein, especially that of Communities for Change events is credited to and used with permission from:
Prototype Canvas
Various versions of the prototype canvas can be found for download. This link leads to one: