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Discusses how, in Part 1 the research group was at a “pioneering crisis” stage with considerable role and task ambiguity. An organizational development process was initiated aiming for greater systemization: a matrix structure was introduced and a groupware tool, the plan‐document (PD1), was implemented, as part of the group’s strategy to develop into a learning organization. States that the plan‐document was designed to enable information sharing and co‐ordination throughout the group, ranging over the short‐ and long‐terms. Usage was, however, low and PD1 was not widely adopted, although usage varied according to timescales and the personal relevance of objectives. A second plan‐document (PD2) was designed, aimed at being more “personal” and accessible, attuned to the new matrix structure and including reporting as well as planning functions. Looks at the introduction of PD2 and evaluates its contribution to the transition of the research group into both a systematized and a learning organization. Posits that groupware can go some way towards helping organizations meet the challenges of an uncertain environment through supporting open access between groups and individuals and fostering the group cohesiveness and interdependence.

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