About Kathy Jourdain

Kathy Jourdain is a leading developer of Worldview IntelligenceTM consulting, curriculum development and training offerings as well as a steward and practitioner of the Art of Hosting Conversations That Matter. This has her traveling internationally working mostly in Canada, Brazil, France and the United States. In 2009, she launched Shape Shift Strategies Inc. for her consulting practice and in 2014, Cimarron Global with American and Australian colleagues. She is an author and keynote speaker. Her first book, Embracing the Stranger in Me: A Journey to Openheartedness has been hailed as an inspirational, deeply authentic sharing of the journey that has contributed to who she is today. She is co-writing books on complexity and worldview with her business partners, Jerry Nagel and Stephen Duns.

A Small Town Grocery Store Renewal Thanks to AoH Patterns and Practices

It is always a pleasure to share Art of Hosting success stories. This comes from Angie Benz who attended an AoH training in Bismarck, North Dakota in November 2014. The AoH training was supported by the North Dakota League of Cities and the Bush Foundation, co-hosted by Jerry Nagel and me.

Angie Benz

Angie Benz

She writes:

I wanted to share a success story.  After taking your AoH class in Bismarck I was so moved and excited.  I knew these were principles that I wanted to implement, I just didn’t know where or how.

Fast forward to last week.  I am a director for our local grocery store board and we have been struggling to say the least!  Our sales were 15% down from 2013.  Our manager, understandably, was a bit disgruntled.  The board members, myself included, had checked out.  And the worst part…this was all being seen by the community.

Then I remembered the principles taught at AoH!  We started out slowly……and grew into something bigger…….and I am hoping that we keep growing!

We started by sending out a survey asking two very important questions:

  1. Is the store important to YOU to have in YOUR community?
  2. Is it important enough to YOU that YOU are willing to pay a little higher price for groceries?

The responses were a resounding YES to both and we knew we had work to do.  We restructured our management team, creating a co-manager position with two people that will do great things together.

Then we had a planning meeting.  Everyone was dreading it!  I sent out an email inviting the management team and the board directors.  I gave them some ideas of what would happen that day. Then, I shocked them all by asking them to bring something that represents their journey with the grocery store….and I left it at that.  (Enter the sound of silence from the group.)  It was so loud that I could “hear” it through email.

The day of the meeting we started out with Check In using a circle setting.  It was AMAZING!  There was emotion, meaning, and most importantly….understanding.  Understanding of all the frustrations we faced in 2014.  We were letting go of the past and moving towards the future with understanding of each other and our journey.

We then moved into a variation of Open Space.  There were only 6 of us, so we used it more as a brain storming session.  At the end of it, one of the board directors made the comment that they thought we would have about 3 ideas…..we ended up with about 50!

Then it was time for us to get a little more specific.  We came up with action plans and timelines for the top 5 ideas/topics.  We will meet monthly to analyze and assess the top 5 and beyond.

To end the day, we did Check Out in a circle setting.  Again, there was emotion, meaning, and understanding.  There was also a sense of team….something that had been missing in the last year.  I said it before and I will say it again….it was AMAZING!

When everyone came and saw the circle they were a little put off and thought I was nuts.  I just asked them to hang in there with me.  They did and the results were incredible!  We left the meeting feeling more like a team than we have in a very long time.

I want to thank you for showing me that there is a way that a group of people with different worldviews can come together and be a cohesive unit!  You very well may have given me the tools to keep our small town grocery store alive!

Thank you, thank you, thank you!


Purpose Statement for the Bismarck AoH training, November 2014


The New Year: A Time of Renewal

relax renew refreshDecember 31. 2014. The sun sets on another calendar year. For so many, a time of making resolutions for a new year. Reflecting on this practice raises an awareness of the arbitrariness of a calendar date in making resolutions. It is not a solstice time. It is not necessarily a full moon or a new moon although in different years it may be. It is not a natural time of beginnings like spring, or like the fall has become for so many.  Yet it is a time of reflection and a time of renewal.

For me, it has the added significance of New Year’s Day also being my birthday. Beginning a new year. Beginning a new birth year. I long ago stopped making resolutions that take the form of promises to myself about life changes I think I should make or goals that I should strive for that often become broken promises or unreached goals. It has softened into reflection, intention setting and renewal.

Some lovely reflection questions:

  • How have I grown in the last year?
  • What places of beauty have I walked?
  • Who has impacted me and in what ways?
  • What and who have I cherished and made time for in my journey of the last year?
  • Who has cherished me? How did I respond in return?
  • In what ways have I honoured my knowing?
  • In what ways have I honoured the practicality of work and life too?
  • What has flowed to me over the last year in large and small ways? What do I want to fuel and seed in the coming weeks and months?
  • How have I honoured my path? How has my path honoured me?

Of course, there are things that have not flowed so well and maybe choices that didn’t work out so well. But these are not things  to focus on or fuel for what is ahead. If there are things to learn from them, by all means, let’s be in the learning. Absorb it. Let it go.

Intention setting. There are a number of ways to approach intention setting.

There are already many flows of life happening and available to each of us. What if intention setting began by sensing into those flows? Feel what works. Not need to name it even while being in the experience of it. What are the flows that want to be amplified? How do we turn our intention to that?

What BIG things are in movement or on the horizon that are worth setting intention for – aspects of work like big projects, new directions, partnerships, offerings; aspects of life like relationships, travel, living. Not just living. Living large, fully, powerfully, intentionally. Which doesn’t have to be flashy or braggy or materialistically but purposefully and meaningfully. Making it count. Your actions, your life, your voice, your word.

Leaving space for all the things we cannot know or anticipate but will recognize when they show up when they are aligned with the intention we set and are fuelling. Who do you want to set intention with – life partners, work partners, friends, colleagues? Nothing that feels forced, and it won’t if it is aligned with what is sensed in the flow of life and journey.

Renewal. Renewal of self. How will I renew myself now? My energy. My spirit. My joie d’vive? Renewal of relationship. What relationships do I want to renew now and continue to renew with intentionality? This does not just apply to the lapsed relationships we all have, but applies to the ones we are in and have now that we do not want to take for granted and that we want to bring the fullness of who we are to, to invite the other to show up in the fullness of who they are.

Reflection, intention setting and renewal. Not just a once a year practice, but a frequent practice. And, with the ending of one calendar year and the beginning of the next, a lovely time for renewal.


What is it to be Worldview Aware?

Individuals, organizations and communities all have worldviews. They operate at least 80% unconsciously and impact how individuals, organizations and communities see and interact with the world, events, situations and other people or organizations. Worldviews influence relationships, communication, tension or conflict, decision-making and workplace cultures.

Worldview frame

To be Worldview Aware is to feel, experience or notice that worldview(s) exist, individually, organizationally, in community and across stakeholder groups. It is knowing and understanding more about what is happening in the world, locally, regionally and globally, by being or becoming aware of worldviews – first your own and then, with curiosity and compassion, someone else’s.

An individual,  organization and/or community that is worldview aware offers greater leadership potential and creativity that arises from the interaction of multiple worldviews, leading more often to innovative ideas or solutions and more diverse, welcoming, inclusive (work) places, more creative problem solving, planning and strategy development.

With some of our most entrenched issues and challenges in today’s world and the growing visibility of some of these issues growing (racism, discrimination, sexism, police violence as a few examples), Worldview Intelligence™ and becoming Worldview Aware may help us discover together pathways that do not currently exist. Letting go of what we know to discover what wants and needs to happen.

You can follow the conversation at our Linked In group and or our Facebook group.

Authenticity and Alignment at Work – Talking It Up With Karen Kelloway

Authentic connection. We crave it. We miss it. We want to bring it. We don’t always know how and we don’t always understand our own role in bringing it, no matter where we are or what our areas of responsibility at work might be.

This is an inquiry that my good friend and colleague Karen Kelloway and I have been in for some months now. Our inquiry led to a lovely audio podcast conversation on Authenticity and Alignment at work.

Karen is a powerful executive coach. She has written a book called Nail-It which provides a fantastic framework for anyone looking at bringing more intentionality to their career (and life) choices. She and I are cooking up a few collaborative ventures. We can’t wait to see the various forms of it that will emerge in 2015.

Karen Kelloway

Karen Kelloway

In the meantime, take a listen. In 20 minutes we cover

  • How to be ‘you’ at work
  • Why ‘compartmentalizing’ doesn’t work
  • How to gain a worldview awareness

A bit of information from Karen: “This is my very first (audio) podcast:) It’s in a secure area of my website so you have to sign in to listen (which means you are then on my list to receive monthly ‘career alignment’ updates). If you do listen in, you can of course Unsubscribe from my list at a later date.”

You can access the conversation here. It is worth signing up to Karen’s list as there is lots of value there. And, you can just listen in and then unsubscribe right away if you wish.

Worldview Intelligence

As our work with worldview continues, Jerry Nagel and I, and other friends and colleagues we are evolving this work with, have been reflecting on what it means to be worldview aware, wondering if awareness is enough. We imagine it is a step, albeit an important one. Awareness in and of itself can be expansive, turning judgment or assumption into generosity and curiosity. And then what? What does it take to create the transformative spaces we have been witnessing with this work? It takes practices, skills and a wee bit of courage too. In was in the spirit of this wondering that the term Worldview Intelligence arose along with the curiosity of what it means; generating the working definitions that follow.

Worldview frame

Worldview Intelligence

  • The ability to learn or understand worldview(s), to be worldview aware
  • Development of skills that offer ways to address differing worldview situations, invite multiple worldviews
  • Creating opportunity and circumstances to use skills, knowledge and awareness to move from differences to progress, for yourself, your organization or community

Worldview Awareness

  • Feeling, experiencing or noticing that worldview(s) exist, individually, organizationally, in community and across stakeholder groups
  • Knowing and understanding more about what is happening in the world around you by being or becoming worldview aware

Having just wrapped up a two day workshop in Minnesota on Worldview Intelligence, a significant thread of conversation was application. How do we take what we are learning and experiencing and bring it to life in personal practice and in the way we approach our work, in the practices of our organizations? Transforming differences into progress.

worldview awareness day panoramicWe have built and are prototyping a number of frameworks that help us and workshop participants see intervention and application points. The exercises invite skill building – on the spot and afterwards in the work. The response has been thoughtful and transformative as people are seeing when and how to apply what they are learning and understanding that the quality of the messenger is as important as the message – maybe even more so when the messenger embodies the qualities and practices of worldview intelligence.

We have been working with worldview for a few years now, in the Art of Hosting trainings we have been delivering and other venues. What we learned there showed us the need for deeper dives into worldview and the identification and development of skills and intelligence that can impact even our most challenging situations. We will share what we are learning as we go and as we have time to digest the depth of experience created that invites people to show up in the fullness of their humanity – for some, the first time they have ever felt so fully invited.

Worldview Awareness as a Transformative Process

Worldview frameWorldview awareness is the most transformative experience Jerry Nagel, I and the colleagues we work with in Nova Scotia, Minnesota and elsewhere have witnessed so far for inviting diverse perspectives into a conversation or a process – around race, power and privilege (diversity/equity), political differences, silos in organizations or for community engagement.  We have witnessed people finding their way into conversations previously inaccessible because no one had language that engages the conversations in this degree of thoughtfulness, reflection and curiosity, instead of with defensiveness, dismissiveness, rationalizations or judgments.

Conversations previously stuck open up because the language of worldview and worldview awareness offers alternative ways for people to ask about how welcoming, open or inclusive they may be, or their organizational culture might be. In one situation, with one of my colleagues in this work, a dialogue that was needing to happen for many years in her organization opened up because someone was now able to ask, “Do we have an issue with worldview here?” The response, which was a surprise to the person making the inquiry, was, “Yes.” My colleague had been ready to have the conversation for a long time without a entry way into it that would be expansive rather than debative. She understood the power of strategically waiting for the right timing to emerge.

The transformative impact we have been witnessing for years now, in our Art of Hosting trainings and other speaking opportunities, through the introduction of a worldview framework and then inquiry through a world cafe or reflective listening has inspired the development of the Worldview Awareness curriculum for personal, organizational and community engagement, identifying and exploring worldview awareness patterns, practices and strategies. The impact continues to be powerful as shared, for instance, in the reflections on our experience in Nova Scotia during the one day introduction to the Transformative Power of Worldview Awareness attended by seasoned diversity practitioners and change agents.

Individual worldview awareness invites each person into reflection about their own worldview, what has influenced the construction of their worldview, how it impacts their communication and relationships as well as how they see the world. This internal reflection, guided by curiosity, then generates curiosity about other people and the evolution of their worldview. In and of itself, this can create “safe enough” space for people to share more of who they are. In one AoH training in Grand Rapids,MN at the end of a World Cafe on Worldview, a young Native American man stood up and shared he felt able to speak more and more openly about his Worldview thanks to the collective exploration we were in and the Worldview teach or framework that invited the inquiry.

The idea that organizations also have worldviews is often a moment of insight and inspiration for participants in this exploration. To be thoughtful and intentional about organizational worldview practices and patterns invites the opportunity to think about policy development and employee recruitment and retention in different and more comprehensive ways. It provides a means to explore alignment of stated organization Worldview with its practices and offers strategies on how to invite and host a multiplicity of worldviews inside the organization which ultimately makes the organization more successful on most indicators.

Community engagement, when done well, invites a multiplicity of viewpoints and perspectives – or worldviews – into the conversation or public meeting. Most community engagement is still done in traditional town hall style – with a panel of experts making presentations and answering questions from the few community members who happen to make it to the scarce microphones placed on the floor of the meeting room. Engagement with constituents needs to be heartfelt and meaningful, not just the opportunity to check off a box that says we consulted.

tug of war rope pixels

Worldview Awareness curriculum, combined with strong engagement or dialogic processes, provides ideas and strategies on how to invite the multiplicity of voices into a process that strengthens the power of engagement and of outcomes, while creating more welcoming and inclusive environments. Worldview Awareness invites the full complexity of a situation and of issues, ensures that people with different viewpoints and sometimes contradictory interests exchange worldviews and often charts unknown territory. This leads to practical outcomes that might not have been achieved otherwise and that can more easily be implemented because all stakeholders involved experience a higher degree of commitment and ownership. The result is better decisions and more sustainable actions (solutions).

One of our dreams is to offer these workshops (tailored of course) to all the places grappling with how to create more inclusive, generative workplaces or communities by accessing new lenses for deciphering the increasing complexity impacting work environments and communities. Worldview awareness offers organizations committed to a diverse workforce the opportunity to engage those they serve, internally and externally, in more generative, compassionate ways in service of the outcomes we all want to achieve.

worldview awareness day panoramic

Documenting Our Work: Three Simple Guides to Harvesting

Central to good process design is understanding what needs to be captured for posterity – documented or recorded in a way that serves the purpose of the work. In the Art of Hosting Conversations that Matter, we call this harvesting. In an AoH training we will often invite a harvest team to take care of this on behalf of the group and offer harvest in from time to time – using words, like through slam poetry or story telling, visually in graphic facilitation or with a wordle, with music, movement or in any other number of ways. In a consulting process for strategic planning, community engagement, innovation or other processes, the question of what needs to be documented is in play from the very beginning. At least one or several of the team holds a primary responsibility for it.

The term harvest is used to invite us to imagine beyond the traditional (sometimes wordy, sometimes boring) report that is often the way we capture and record our work. There are many ways to approach harvest but until July 2014, in Grand Rapids, I had not seen really simple clear guidelines to use in consideration of helpful, useful documentation. Sheila Kiscaden offered the best teach I have personally witnessed so far – clear, easy to understand with beautiful analogies and diagrams that have inspired me to harvest her harvest teach in my blog.

There are three simple guides to consider in documenting your work: what is the purpose of the harvest, who is the audience or recipient and what are the methods available for you to choose from?


Is the purpose of the harvest or documentation for immediate consumption, as an ingredient in something else, for preservation and perhaps later consumption, or to be transformed into something else? The analogy of grapes offers a beautiful visual that helps us think of the purpose of the harvest.

  1. Consume

grapesPerhaps the harvest is for immediate consumption – you want or need to eat the grapes now. In a training situation, the group might hear the themes and patterns emerging from a world café process but have no need to capture what they are hearing beyond that moment.

As an additional step you might want to have the themes that have been identified at a table or in a small group IMG_0890captured on post-it notes so there is a visible harvest as well as an auditory one. The post-it notes can be displayed on a wall, clustered into the themes and patterns that have emerged. Clustering can be done by someone on the hosting team and is usually more powerful when done by the people in the room. You might only need a visible harvest for immediate consumption or it might play a later role in one of the other categories identified.

  1. Ingredient

fruit saladIt could be that the grapes are needed as an ingredient in something bigger, like a fruit salad. They still essentially look the same but now are mixed in with other ingredients, adding flavour, new insight and new perspectives. The harvest could be an instigator for something else or something more, part of a mosaic that creates a more complete picture. A synthesis of themes and patterns might be incorporated into a report, ideas might become part of a strategic plan. These ingredients might be essential to an ongoing dialogue.

  1. Preserve

grape jamYou could turn your grapes into jam or jelly – preserve the harvest as a record of an event, a gathering, a meeting or conversation, perhaps when it is important to have a record to note or acknowledge that this event or conversation transpired – like an annual report for an organization. People can go back and look at it and it is an end in and of itself although perhaps a useful reference point in the future when scanning the past.

  1. Transform

wine and grapesLike grapes can be transformed into something else through a process – like dried into raisins or distilled into wine – it could be that the harvest will also be transformed into something else. Themes and patterns might become part of a generative conversation leading you into new conversational spaces, opportunities or ideas – like what can happen in the emergence phase of divergence-emergence-convergence. Input in stakeholder dialogues or community engagement meetings might transform into a larger purpose. A synthesis of many conversations will still hold the essence of the original ingredients and look very different in a transformational process.

Who is the intended audience or recipient?

The harvest might be just for you, a personal harvest, or it could be contributing to a group process or needed for public consumption. This will cause you to also consider how you will harvest.

  1. Personal harvest. It could be that you are harvesting for yourself – taking notes or drawing in a personal journal, creating reflective space for yourself for your own current and future learning.
  1. Sharing with small circles. Is the documentation required for committee meetings, to inform a sponsor of progress in a project, a record of what is shared in a circle of friends or colleagues? If so, what needs to be captured, how is it shared and how often?
  1. Share more broadly. Perhaps your harvest is part of a larger initiative and information needs to be shared with larger audiences, inside your organization, as part of a marketing or public relations strategy, within a community, as part of a public engagement initiative. Who your audience is or needs to be will influence how you think about your harvest.


There are a myriad of methods of harvest available and the methods you choose will be influenced by the purpose of your harvest, the intended audience and the nature of the work you are engaged in. Some ideas follow. They are categorized but many of these ideas could belong in more than one category and you could be using any combination of methods at any given time. Be as creative as is helpful for your work.


  • Reports – which might look like a traditional report or document or could be enlivened with pictures, quotes and sidebars which are more likely to attract and keep attention.
  • Blog posts – many individuals and organizations provide a record or reflections through blog posts which can be captured in the moment or, more likely, provided afterwards.
  • Mindmaps – a diagram used to visually track information and, more significantly, relationships between information. It can be crafted in the moment, with the group identifying and mapping the relationships, where they could also “vote” for the themes that have the greatest energy for them, and later (or in the moment) it can be transcribed into mind mapping software and distributed in a report.
  • Videos – within the process, later in editing or recapping. Understanding what you hope to do with the video and having a videographer and editor who is familiar with the topic at hand, the intent of your work and the language you use is helpful in creating the best record possible.
  • Interviews – people involved in your process can be interviewed about their experience and those interviews posted somewhere for access by the intended audiences. Good questions will produce good interview results.
  • Post-it notes – can be used to capture information, particularly themes and patterns from conversations and processes and then used to cluster the information into a meta themes and patterns.


  • IMG_0892Graphic facilitation – the use of large scale imagery produced live in the moment to capture the essence of the conversations and outcomes of the process. It activates a different part of the brain and helps people see what they are experience and what they know.
  • Photography – of people, processes, flip chart notes and of the other ways that information is being captured. This is a very common form of harvest for individuals and for collective purposes.
  • Table top documentation (like from world cafés) – while oftentimes this provides too much information and most is not that usable, sometimes there is some amazing artwork that does capture some of the important essences of the experience and this can be used also to enliven a report.


  • Body sculptures – this is often an on the spot harvest of the experience where participants are asked to “sculpt” their experience – perhaps using only their own body or having participants do this in small groups, using group members to create a “sculpture” that reflects their experience. This rotates so that every person either creates their own sculpture or the group might evolve a collective sculpture.
  • Movement – People are asked to offer a movement which we sometimes ask everyone else to mirror. This is a powerful experience that enables the group to embody the collective experience.
  • Dance – it is not uncommon for people who have some form of dance practice to be part of a group or a process and to offer their practice as one way to harvest or even simply to introduce movement into a process at a time when it is helpful to awakening body intelligence.
  • Skits – this is a beautiful way to harvest a conversation, a learning journey experience, a process evolution that illuminates other ways of knowing and gives us a glimpse into any patterns in the system that maybe at play.


  • Poetry, including slam poetry and other forms of poetic harvest – many people are gifted with a talent for poetry. Sometimes it is a live capture of a circle check-in or other process. Participants always listen carefully to hear their contribution reflected back into the room and it is easier to do than most people imagine. Sometimes there are some very gifted poets in our spaces who offer their work and/or a capture in the moment. Sometimes a poem written by others shows up in the space because it is the perfect harvest in the moment.
  • Story telling – on the spot storytelling invited through a question or later storytelling captured in blog posts, interviews or recordings. Using story brings the experience alive for others who were and were not there.
  • Music/song – this may be music or song that someone brings that resonates with the experience of the group or it may be co-created by the harvest team or the group.
  • Voice recording/radio interviews – this is a way of capturing the experience and spreading the word more widely in a community or amongst an audience.


  • Virtual repositories of information – websites, listservs (like the AoH listserv) – public or internal, community sites, other virtual networks and social media.
  • Any combination of ways and means to document and distribute information – identified here or emerging in new ways.

In these days of a proliferation of media tools and short attention spans, sparking imagination with harvests – both within the team and for the intended audiences – can make your work more accessible to your audiences and bring it alive in new ways. It is a place where people can bring their talents, sometimes gifts they don’t use in the regular course of their work. The more we access the range of learning and information styles at our disposal, the richer the resonance of our work.