Front End Load Your Planning Process – Need and Purpose

“If you are at a meeting and you don’t know why you are there, why ARE you there?” I have heard Jerry Nagel say this often enough when he teaches the Chaordic Stepping Stones at a training. The same goes for a planning process. “If you don’t know why you are doing something, why ARE you doing it?”

Audrey Moen in the circle with others taking in a teach by Jerry Nagel.

Many planning processes jump right into logistics (the 8th Stepping Stone, by the way) – budget, where the meeting will be, what the agenda is, important people who need to there. Then, when the planning team tries to decide what should happen during the meeting or planning process, people are unclear and sometimes confused or there are too many ideas floating around as meeting agenda is fitted to logistics rather than fitting logistics to the purpose of the work.

Purpose imagePurpose is the invisible leader. It keeps a  community engagement process, planning process or meeting agenda on track. Purpose arises out of Need. Taking the time to reach clarity on need and purpose is, what I often tell my clients, a front end loaded process. It takes time. It can get messy – anyone resonate with, “Let’s just make a decision!” And it can change the quality of the whole process. It is part of what we refer to as slowing down to go fast.

Need is an understanding of the current situation – the reason you have decided that something should be done, planned, convened. When the Need is clearly understood, the articulation of Purpose is often easy. Getting to the root Need can take some exploration and conversation because sometimes the Need that appears most obvious is fuelled by less obvious underlying patterns, behaviours or structures.

Jerry often shares a story about a school district he worked with. School funding comes from area rates and the community had refused, several years in a row, to increase the area rate to address some maintenance issues in the school – the roof needed fixing, the seats were broken and there were other maintenance issues. As he asked the planning team about need they repeated these things several times until someone finally had an insight. The relationship between the school and the community was broken. This was the deeper need to be addressed. Recognizing this changed the whole approach to the planning process.

A few years ago, I worked with a group in Nova Scotia focused on breakfast programs in schools. There were some changes in the environment impacting the organization that delivered these programs and prompting the exploration of a new means to deliver breakfast programs. The most obvious need was to ensure and organizational structure for ongoing breakfast program delivery. The deeper need was a recognition that children who had breakfast were better learners. The planning team recognized the need to nourish the children so they could learn better and the idea of nourishment was expansive, offering the possibilities of broader interpretations (but still very focused) into the future which led to the development and name of a new organization – Nourish Nova Scotia.

Nourish Nova ScotiaUnderstanding the need led to this purpose: To cultivate generations of healthy eaters. And, to this  vision: All Nova Scotia children and youth are well nourished to live, learn and play. With a bit of extra clarification: We aim to support the nutritional well-being of children and youth and desire to build their food knowledge and skills so they can feed themselves well into a healthier future.

Need and Purpose conversations often take a group into a groan zone which is one of the reasons people want to cut it short to get to the “important” tasks of planning. When this happens, it is common that the groan zone just gets transferred to some other part of the process, slowing it down somewhere else. Holding people in the space of a groan zone is a leadership skill.

Also, in any given project there may be multiple layers of need and purpose identified. For a project I’m working on with the United Way in Halifax right now, we are planning a community engagement event in September. That event has a need and purpose identified. There is a desire (even a need) to recruit a planning team representative of the community to ensure success. The need for the planning team has been identified as well as the purpose. And there is a meeting planned to invite potential planning team members  to step up and the need and purpose of that launch meeting has also been identified. The need and purpose of the planning launch meeting and the planning team are aligned with the need and purpose of the community gathering (I want to say, of course) and having this clarity at each step of the process keeps the whole thing on track.

KJ explaining something at WC table CA Women's leadershipSometimes the conversation is iterative as understanding of Need and Purpose may evolve through the course of the planning process. Yet, when these two stepping stones are clear, the rest of the planning process can unfold quickly.

Small Miracles

Small miracles. They are easy to miss in the quest for the big work, the large results, the whole systems change, fame and glory and yet they make up a fabric of wonder, change and difference in households, workplaces and communities touched by someone (or several someones) who want to show up differently. The joy of offering Art of Hosting patterns and practices in a place like Grand Rapids, MN for the last fourteen months is the reminder of the power and prevalence of small miracles that show up each and every time we do this work – in Grand Rapids and elsewhere.

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Small miracles; too numerous to count. We have been hearing the stories and witnessing the changes in people as we encounter them weeks and months after having first met them. We are hearing about the growing hunger to learn new ways of being in relationship with each other, of getting work done. Friends referring friends, persuading friends, they need to come to an AoH training.

Small miracles; sometimes tiny shifts in behaviour resulting in subtle differences but big impact. People showing up, being seen and heard, validated sometimes for the first time in a long time, sometimes for the first time ever. Shifts in behaviour. Glowing faces as people experience these differences and expansions. Sometimes simply by learning to ask good questions, bringing curiosity instead of judgment to the space, then listening, really listening to how another responds. When we change the quality of the listening, we change the quality of the conversation.

IMG_1307People lighting up with possibility they had long ago given up on. People re-invigorated to go back to workplaces where they have felt drained, sometimes burnt out and ready to engage again, but engage in new ways. We have witnessed people showing up to a training with what seemed like an agenda, wanting others to see the world from their lens, know their Truth, who relax into the processes, being seen and acknowledged in ways they never had been before, acknowledging the experience of many ‘truths’ in a space, in a community. Community holding community.

It shows up as circle process where it was never used before. Check-ins and check-outs to begin and end meetings in what would be considered likely (arts organizations) and unlikely (corrections) places. It is people recognizing the humanity in each other, living into their own humanity more fully, embracing each other, foibles, heart and all. People motivated to work together by issues they care deeply about even as they bring different views and ideologies to the conversations.

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In Grand Rapids in a fourteen month period, over 150 people have been to one of five basic level AoH trainings and about 40 of them have been back to one or more of the 4 advanced level training offerings, all made possible by support from the Blandin Foundation. Over 80 people showed up for community cafes and more than 80 people from the community came to the first ever Grand Gathering in November 2014. The community cafes and Grand Gathering were initiated by people who came to the AoH trainings who care about what happens there, who care about each other. As they bring their friends and bring new patterns and practices to what they do,the large results, the whole systems change is showing up. In the meantime, we are capturing the stories that illuminate the new tapestry of small miracles that is being woven through the real lives and real experiences of real people.

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Art of Hosting is a Lived Process – Participant Success Story

In Grand Rapids, MN, since November 2013, over 150 people have experienced an Art of Hosting training. It is a community of real people, real lives and real impact. Jerry Nagel and I have begun to document some of the success stories – many of them small miracles that provide inspiration to us and so many others who might be wondering where you start once you have been to an AoH training. This account was provided by Audrey Moen who attended the training in September 2014.

Audrey Moen in the circle with others taking in a teach by Jerry Nagel.

Audrey Moen in the circle with others taking in a teach by Jerry Nagel.

When I first signed up for the AoH training some people asked me, “Oh, why would you want to do that? It is just facilitating. You already know how to facilitate. Why go for three days?”  I knew, just in the title, before I even read the details of what AoH is, it was indeed going to be much more.  

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September 2014, Grand Rapids – Teach by Karen Zetner Bacig

I was able to bring a diverse group of people with me who normally never attend training like this.  They are considered on the outside as poor, disabled, or have histories that do not allow them to secure basic housing. They may have had a criminal background. They may no longer have the right to vote.  It did not matter. They were welcomed as if they were Kings or Queens. 

What they took away from it has increased their lives.  One is on his way to attend the Day on the Hill at the Capital; one is now leading a group locally; one stated that she feels a sense of confidence and acceptance she never had before.

The learning that took place is something that will, for me, be life-long.  I use it every day in the little things. I think about table conversations in a different light.  I encounter situations that in the past may have been met with roadblocks. With the AoH and Worldview skills this does not happen.  If anything, I find that the skills learned open doors to communication; barriers or walls fall down, and people open up – trust is alive in the room.

The three days went by in a blink. I met people I never knew, developed stronger community links, shared values, insight and ideas that were priceless.

I also was able to participate in the Grand Gathering in Grand Rapids, MN.  What a day of positive energy and inspiration!  I also participated in the Theory U advanced training day which has already helped me in my career, my volunteer work, and in my home life.  

The facilitators for AoH are well trained in their field, they are engaging, accepting, and are an inspiration. 

My thanks to the Blandin Foundation for providing this training.  I would like to see it continue. The community needs to keep the momentum growing so the seeds can continue to take root and grow. The Foundation is very good at keeping things rooted as long as needed. 

I met other AoH participants who attended the training in our area and in other areas. They consistently state the same thing; AoH is a process; it is not a day, an hour, a moment. It is about taking the time, always learning, developing, reaching out, community building, and engagement.

Thanks again for offering the AoH to our area.  I can honestly state I hope it can continue.  There is so much to learn and put into practice!  

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!

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Purpose Statement for the Bismarck AoH training, November 2014

 

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.

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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.

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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