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Workshop Framework

Theory U

Theory U is a facilitated change process that takes a group on a journey shaped like the letter U. Instead of jumping straight from problem to solution, the group first slows down to observe the current reality, then drops into a reflective space to connect with deeper purpose and possibility, and then moves back up the other side of the U by prototyping and testing new approaches.

180 minutes
8-40 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

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What You'll Achieve with the Theory U Workshop

Real outcomes that transform your team

1

Enhanced team collaboration and shared understanding.

2

Creation of innovative prototypes that address real challenges.

3

Deeper connection to organizational purpose and direction.

When to Use the Theory U Workshop

Perfect for these situations and team challenges

When a team or organization keeps repeating the same patterns despite trying different strategies.

When the challenge is complex and no one has a ready-made answer.

How the Theory U Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Co-Initiating

In this initial step, participants build shared intention and connect to the central question, fostering a collective understanding of their purpose.

2Step 2: Co-Sensing

Participants observe their current reality from multiple angles through activities like stakeholder interviews or sensing walks, moving from opinions to observations.

3Step 3: Presencing

At the bottom of the U, this reflective step invites participants to connect with deeper senses of purpose and possibility, allowing for quiet introspection and insight.

4Step 4: Co-Creating

The group transitions to action by developing tangible prototypes based on insights gained, brainstorming new ideas to address the central question collaboratively.

Key Topics Covered in the Theory U Workshop

theory ufacilitated changeu processpresencingorganizational developmentgroup facilitationteam dynamics

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4

Increased capacity for reflective practice and adaptive learning.

When leaders need to shift from reacting to past experience toward sensing what is emerging.

When cross-functional or multi-stakeholder groups need to build shared understanding before acting.

When an organization is going through a major transition and needs direction that comes from more than analysis alone.

Team Problems the Theory U Workshop Solves

Say goodbye to these common team challenges

Addressing recurring patterns that hinder organizational progress.

Navigating complex challenges without clear solutions.

Facilitating deeper understanding among diverse stakeholders.

Building trust and psychological safety in team dynamics.

5Step 5: Co-Evolving

Participants identify next steps, assign responsibilities, and set timelines for follow-through on prototypes, ensuring accountability and continued engagement.

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