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.

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.

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 – Imagining the Possibilities

tug of war rope pixels

It might have been in 2005, when I took part in my first Art of Hosting (AoH) Conversations that Matter training on Bowen Island, that I first heard the term worldview, although I can’t be sure. Then and later, if it was talked about, it came in the context of a mechanistic worldview and a living systems worldview, comparing several points of each and recognizing that AoH operates from a living systems worldview. In my experience of AoH trainings, that was pretty much it until, in 2011, I started co-hosting with Jerry Nagel from the Meadowlark Institute in Minnesota.

Jerry was and is steeped in worldview awareness partly through working on his PhD dissertation that looks at social constructionist theory, worldview and the Art of Hosting and partly because of the deep and evolving practice he and we have been bringing around worldview in AoH trainings and beyond. Because of this, we have been developing a more comprehensive approach to worldview and worldview awareness than I had been exposed to before. Jerry and I, and friends and colleagues like Stephen Duns, Dave Ellis, Carolann Wright-Parks and others, have been adopting, exploring and adapting a worldview teach and practice in new, innovative and exciting ways.

What we have been learning from participants in the worldview awareness conversations in the AoH trainings we have led, is that the worldview conversation lingers in their awareness long after the training. In the evaluations we conduct a few weeks after each AoH training we do, participants often identify the worldview exploration as the most impactful part of the training. They state that the reflective space they are invited into about worldview(s), where it comes from, what their own worldview is and curiosity about others’ worldviews helps create an understanding of how to give voice and visibility to multiple worldviews and create openings for successfully leading different, more inclusive conversations on issues and challenges that routinely show up in organizations, communities and social systems.

World view eye pixels

If this can happen with a conversation over a couple of hours what more becomes possible with a deep dive into worldview awareness or worldview intelligence? This is what we are now on an inquiry to discover. It is what led to prototyping the first introductory day to the Transformative Power of Worldview Awareness in Halifax where we tested a few ideas and reaped enough ideas to inspire possibility for a long time to come. While the AoH conversations focused mostly on individual worldview, the conversation is now expanding to organizational and community worldview as well as creating the conditions for multiple worldviews to be welcomed into stakeholder dialogues and other places where the risks of engagement are perceived to be higher.

In the one day workshop in Halifax, participants came from a wide variety of places including provincial government departments like health and transportation, the school board, Nova Scotia Community College, Halifax Regional Municipality and community agencies. Quite a few had been involved in diversity and inclusion work for years – welcoming of diversity being one of the more obvious outcomes of worldview awareness – and others identified themselves as social change agents.

The learning environment was rich. Going into the day, Carolann, Jerry and I had so many choices of what to include in the one day and then during the day itself we had to make more choices. We know there is ample material for exploration in a variety of offerings. To say our imagination has been sparked would be an understatement. And we are quite inspired by the reflections shared by the participants in our one day offering, a few of which are below.

worldview awareness day panoramic

A snapshot of some of the participants at the first Introduction to the Transformative Power of Worldview Awareness Workshop.

“I had no idea what I was walking into but knew when Kathy’s name was associated with it, it would be a great ride. I am a change agent. People’s stories here today have influenced my worldview. It is important to understand the other person and their worldview. This is a wonderful tool to initiate the conversation if you want to be or are a change agent. If you can’t get to the conversation, you can’t get to the change.” Change agent, Department of Health, NS Government

“It’s been a helpful day. I feel very validated in my current practice – which for me is heart work not training. I love the worldview approach and have many new trinkets to take away to apply in my work.” Diversity Officer, Higher Education

“I am more ready to ask more questions to try to go deeper in understanding of the issues and challenges we face.” Diversity Officer, Municipal Government

“I came in frazzled looking for the magic bullet to questions I’ve been carrying alone for six years and I am now connected into a community engaged in this work. I have lots more questions but am optimistic there is another approach – through worldview awareness.” Social change agent at an NGO

“I walked in with some assumptions that proved wrong. One day is not enough. I work in isolation in an interesting system. Starting a conversation with a different entry point might help me impact change in the system.” Employment equity officer in a public organization

So… stay tuned. There is more to come. Looking at Minnesota this fall, Australia in the new year and more in Halifax too. We are exploring a comprehensive approach to worldview awareness: transforming differences into progress, seeing how growing worldview intelligence in an area that has not been explored to the same degree or depth that religious and scientific worldviews have been explored will generate social change methods and processes in situations that have challenged the best of what we know to date in engagement strategies and practices.

The Chaordic Path: The Dynamic Inter-relationship between Chaos and Order

One of the fundamental patterns used in Art of Hosting offerings – which for many of us includes our consulting practices or as practitioners in-house work environments – is the Chaordic Field or Chaordic Path. Like many of the patterns offered in AoH it is a helpful way to understand what is happening in the world, in our communities and organizations and within each of us individually. It gives us a lens through which to understand the increasing complexity in our environments and a pattern to work with to evoke collective learning and the real-time innovation necessary in a world and in times that are neither predictable nor stable and call for more flexibility as “more of the same” solutions are not addressing the challenges.

Originating with the work of Dee Hock in the development and evolution of Visa to an international network of financial institutions offering “one” credit card, Hock identified the patterns and forces of chaos, order and control that were at play in an animated process that came to the brink of failure at many points along the way.  It was clearly experienced that the greatest breakthroughs and emergent ideas came at the intersection of chaos and order, in a system that was more commonly situated in the realm of control.

Chaordic Path

Just when things seem the craziest is often when new ideas spark, bridges are built, aha’s become apparent and a way out of chaos naturally appears.  These patterns are evident in living systems, where a natural order exists, life cycles are vibrant and the greatest innovations happen at the edges.  While not static, living systems can be stable – or be in order – for long periods of time until disruption comes in some form of chaos – destructive weather patterns or fires – destabilizing the system for a time before new order emerges.

While the chaordic path is the story of our natural world – form arising out of nonlinear, complex, diverse systems – it can also be the story of how our teams, organizations and communities pay attention to human dynamics and function.   In our organizational systems, there is a tendency to want to meet chaos with control, to try to fix the situation or provide a ready made solution.  Many of us as leaders and managers have been educated, trained and promoted to do just this. But increasing complexity means control, particularly as it relates to the human dynamics of a situation, does not often enough lead to a resolution of the problem and may, in fact, exacerbate the situation. Solutions and ways forward are more likely to arise out of accessing the collective intelligence and collective wisdom of everyone, which can, at times, be a “messy” process until new insight and clarity emerges.

When facing new challenges that cannot be met with the same way we are currently working – cannot be solved by the same level of thinking that created them – new ways of leading and operating need to be learned and utilized to shift the shape of our experience with intentionality. It is during these times of uncertainty and increased complexity, where results cannot be predicted, that wise leaders invite others to share their collective and diverse knowledge to discover new purpose and strategy and decide a way forward.

It is in the phase of not knowing, before we reach new clarity, that the temptation to rush for certainty or grab for control is strongest. We are all called to walk this path with open minds and some confidence if we want to reach something wholly new.

“At the edge of chaos” is where life innovates — where things are not hard wired, but are flexible enough for new connections and solutions to occur.  To lead teams, organizations and communities on the chaordic path, leaders need “chaordic confidence,” to have the courage to stay in the dance of order and chaos long enough to support generative emergence that allows new, collective intelligence and wiser action to occur.

This can be a beautifully dynamic process.  To be in it with awareness and intentionality also means to take care of value judgments or beliefs often brought that one of these modes of being or operating – chaos, order or control – is  better or more valuable than the others. There is a place, a role and a time for each. A subsequent post will explore the upside and downside of each, recognizing that a flow and dynamic movement between each of these modes of being may be the leadership discernment needed for long term success.

Navigating Decision Making Dilemmas

The increasing complexity of our environments – at work, in community and at home, time crunches and decision making pressures often leave us wanting for good decision making processes – especially when pressed for immediate action and results.  Key decisions taken by one individual – even one expected to make a decision – often fall short because one person does not always have the full picture or the decision meets resistance because people impacted were not involved in the decision making process. Collective decision making often misses the mark if dissension, debate or strong personalities dominate the process (meaning some people just give up or give in) and when it seems to take too much time we hit the panic button and believe any decision will do.  Yet how often are decisions revisited because not enough time was invested in the exploration of options or in creating the generative conditions for conversations that lead to eliciting the collective wisdom and intelligence inherent in any group? Or because leadership under the pressure of chaos or uncertainty turned into the heavier hand of trying to manage the situation?

There are some simple patterns and practices available through the Art of Hosting Conversations That Matter that offer us windows into understanding the human dynamics alive in any group and particularly groups or teams seeking direction or guidance through decision making.

In May 2014, Shape Shift Strategies will be offering a one day workshop in Moncton (May 8) and in Charlottetown (May 15) to explore effective decision making practices.  The emphasis will be on the human dynamic conditions that lead more often to generative conversations and wiser decision making.  We will dive more deeply into the practical application of worldview, powerful questions and divergence/convergence in ways that support collective decision making in teams, organizations, communities and maybe even families.

WorldView hand drawn

Divergence-Convergence Diagram_000001

Information and registration details for both Moncton and Charlottetown are available through Eventbrite. Join us if you can.  Ask how you can bring this one day workshop to your team or organization.

The Importance of Resilience and How to Cultivate It – 10 Principles Overview

resilience

A favourite keynote of mine (and larger body of work too) is on resilience – why it’s important and how to cultivate greater resiliency. When I went looking for a formula or guide for resilience, I didn’t find any that spoke to me about my experience and the experience of my clients with resilience. Inquiring into what I was learning about resilience through my own experiences of shifting the shape of my life and through that of my resilient clients shifting the shape of their culture, team or organization, generated a definition and 10 lovely principles of resilience.

Resilience is the ability to find the inner strength to bounce back from a set back or challenge, to recover quickly from illness, change or misfortune and it is your sense of knowing that you have the resources and abilities to handle anything that comes your way. For many of us, this does not come easy. It comes with having survived and navigated many different curves in the road – some when we imagined we must have been through enough already.

Ten principles for cultivating resilience are listed below and each of these will become a little post on its own that you can look for over the next few weeks.

Principles of resilience:

1. Inquire into what works, especially what works for you – since we all have good stories about when we have rebounded or recovered from a set back. When you know what has worked for you and why, it helps you generate more and more of what works – principles from Appreciative Inquiry.

2. Notice your self talk – don’t believe everything you think. Your mind is a powerful tool and it often seems to have a mind of its own. Not really. You can program it. You can wrest back control and use it for your advantage rather than be at the whimsy of unintentional thoughts or stories.

3. Networks of support. We all have people who are our champions and biggest fans, who will catch us when we fall. Of course, you have to let them and that often means you also have to let them in.  Those walls you’ve created are meant to keep others out but what they really do is keep you in or insulated and, in the long run, that doesn’t work.

4. Be present. Lao Tzu offers this: if you are depressed you are living in the past; if you are anxious you are living in the future; if you are at peace, you are living in the present. It takes some conscious effort to keep yourself present in the moment and too often we allow ourselves, our minds, to wander to the past or the future. You will know where you let your mind go by how you feel.

5. Lean in – be aware of and still the voice of your inner judge. Running away from any problem only increases the distance from the solution. The easiest way to escape from a problem is to solve it.  Counter intuitive perhaps but true.

Jim Morrison - into fear

6. The Miracle of Story. You are always, always expressing yourself in story in one way or another. Usually you – most of us – are unintentional about how you do that. I love Charles Eisenstein’s reflection on story and miracles: “We have to create miracles. A miracle is not the intersession of an external divine agency in violation of the laws of physics. A miracle is simply something that is impossible from an old story but possible from within a new one. It is an expansion of what is possible.”

Not how the story will end

7. Intention. Develop clarity of intention, then let go of attachment to it. Hold it with lightness and see what shows up. Know it is an iterative process – you don’t just do this just once. Sorry. Or not. Depending on what’s showing up in the iterative process for you.

8. Act. Take steps. Look for openings, invitations and ease and also examine your limiting beliefs.

9. Life Throws Curve Balls. Just when you think you’ve got it all figured out. Everything is running smoothly and life begs to differ. As you welcome it all in, you sit with it in a different way. A more accepting way. Then those curve balls lose their power to completely throw you off course.

Soul knows how to heal

10. Nourish Yourself. In the Art of Hosting world, we often call this hosting self – the first of the four fold practices. Embrace it all.

Body-mind-spirit healing