About Kathy Jourdain

Kathy Jourdain is a co-founder of Worldview IntelligenceTM consulting, curriculum development and program 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, Europe and the United States. In 2009, she launched Shape Shift Strategies Inc. for her consulting practice. 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 contributing author to Gift of the Hit where she shares the story of her own soul journey with her mother, dementia and death.

A School Review Process Illustrates the Chaordic Stepping Stones in Action

stepping-stonesThe chaordic stepping stones provide a powerful planning framework for small initiatives and for large comprehensive projects but there is very little that has been written about them to illustrate how they work together. Jerry and I use them explicitly and implicitly in our work. I was recently  involved with a school review process for the Halifax School Board that provides a lovely simple example to demonstrate the chaordic stepping stones at work.

The stepping stones are: need, purpose, principles, people, concept, limiting beliefs, structure, act/practice and harvest. We often describe purpose as the invisible leader and describe this process as being front-end loaded as it can take a bit of time and conversation to get to clarity.

In 2016, the Halifax School Board changed its approach to community consultation for school review processes. Shape Shift Strategies Inc. provided hosting support for the first completed review process, called historic by a member of the school board, using a new approach.

Need

Need is the compelling reason for doing anything. Sensing the need is the first step to designing a meeting, organizational structure or change initiative that is relevant to the people and organizations involved.

In this example, in the previous 18 months, a boundary review had been completed for Eastern Passage and the neighbouring school district and a decision had been made to build a new high school for the Eastern Passage Family of Schools. When the new high school is built it will be configured for grades 9-12, removing the grade 9’s from one of the existing schools. There are four affected schools in the Eastern Passage area with varying degrees of utilization of the buildings, from greatly underutilized to having a portable classroom due to over utilization.

There was a need to look at utilization of the schools and grade configurations to look for more optimal usage across the schools.

Purpose

Purpose flows from need and guides the way for the best possible work to be done. Achieving clarity on purpose can at times be challenging but well worth it and, from any need, multiple purposes could flow.

In this case, a School Options Committee (SOC) was appointed by the School Board and the purpose of its work was to design a process for community input into the decision making process around grade configurations and school utilization, to identify options for consideration by the community and to offer a recommendation to the school board.

Principles

The SOC operated with several principles. Some of them were with respect to the operation of the committee and some were to guide decision making.

Two of the principles: operate with shared responsibility and shared leadership. Among other things, it meant that the SOC did not appoint or nominate a chair of the committee. It also meant that every member of the SOC who wanted to would be part of presenting and hosting at each of the community engagement sessions. This carried right through to presenting the final recommendation to the school board.  Although we were informed that one person could present to the school board, as one member of the committee said, “We don’t roll that way.”

There were also a number of principles that guided decision making for the recommendation. There were two that were primary. They were: more optimal usage of each of the affected schools and minimal disruption to students and the community. There were some options considered – like creating a French only school and making each school a Primary to Grade 5 school that could provide good utilization of buildings but would have caused disruption across the community. The final decision involved a boundary change that directly affected only 30 families.

Another principle that guided decision making is that the process would be informed by data and by knowledge available through school board resources.

People

“If it is about us, don’t do it without us.”

IMG_2995There were a number of different groupings of people the SOC needed to be mindful about including in the process. It started with the SOC itself being representative of the four schools under review. Parents, students, staff of the schools were all invited to be part of the process. The SOC used a variety of means to try to ensure that the community was aware of the process and had an opportunity to contribute, whether it was in the community consultations or through email or social media.

Children were welcome, a principle not widely known for the first consultation and so a few parents stayed home. When they were encouraged to come and bring their children with them, they did.

Concept

The higher level concept for the review was a process that had been decided in a province wide policy. There would be a community process and it would include three engagement sessions. The first was to inform the public about the new process. The second was to offer options and the third was to present a recommendation. The structure of those community gatherings was not predetermined, nor was the format for the SOC meetings.

Limiting Beliefs

There were an interesting array of limiting beliefs that showed up throughout the process, often both in the committee and the community. A few of them were:

  • A belief or concern that the school board actually had it all figured out and had already made a decision
  • The sentiment that one of the four schools was the best one.
  • Additionally, this “best” school houses the French Immersion program and there was a belief that out of area parents sent their kids to French Immersion so they could be in that school

Structure

Once the concept has been chosen, it is time to create the structure that will channel resources. It is in these conversations that decisions about the resources of the group: time, money, energy, commitment and attention are made.

The design for each of the community consultations was different. The first one used a world café format to introduce the process and ask parents what was working that they wanted to see continued in the schools and anything else they wanted the SOC to consider as options were being discussed. The second community meeting used a modified form of open space technology as each of the options were set up as an “options station” and parents could visit each of the options and provide their thoughts and questions. The final one took the form of a presentation and then a “round robin” conversation, ensuring that the variety of perspectives in the room could be heard.

stepping-stones (1) - in water

Act/Practice

The ongoing practice within the structures agreed upon and designed is important. This is the world of to do lists, conference calls and e-mail exchanges. The invitation here is to practice working with one another in alignment with the designs created.

The SOC had regular meetings usually intended to last two hours. Notes were taken, community consultation designs were created and many hours were consumed in becoming informed about decision making criteria, data and other things relevant to make data informed sound decisions about school configurations. The SOC also had a check-in and check-out practice for each of its meetings.

Harvest

Harvesting is about making meaning of the work, telling the story and feeding forward the results so that they have the desired or intended impacts in the world.

It was decided early on that graphic facilitation would be part of the overall harvest and Susan MacLeod did an awe inspiring job of this. The graphic facilitation work was included in each report as well as used as part of a slide presentation bridging community consultation 1 and 2.

Reports were created for each community consultation. Short evaluations were completed, compiled and shared for each community consultation. Meeting notes were posted for the committee but also for the school board and community to view. A final recommendation was completed as well. These are all forms of harvesting used throughout this process.

Iterative Process

Working with the chaordic stepping stones provides an iterative planning framework and process that has participants continuing to check back with each of the stepping stones as plans and implementation emerges and changes. Are we still working to need and purpose? Do we have all the right people given where we are in our process? Are there new limiting beliefs that have emerged? Does our design still work? How do we continue to make meaning of our experiences? Has the need changed now that we have been doing some of the work? Are our principles holding strong?

Where are you in your process?

Yearning for A Different Conversation, Yearning for a Turning Point

One of the teams I have the pleasure of being part of is an Art of Hosting team comprised of me, Jerry Nagel, Dave Ellis and Bob-e Simpson Epps. We most often have hosted open enrolment programs in the Twin Cities and we have worked together on a few other initiatives. One of the joys in working with this team is the rich and deep learning we are in with each other all the time. Our backgrounds are more varied than the colour of our skins as are our experiences.

When we check in together about hosting conversations, the topic often turns to difficult and challenging conversations, particularly around race, power and privilege, the need for which is growing more pressing every day. The essence of our many conversations is floating through my awareness as I read about the great unrest that is alive in the world today; so great it has its own pulse, its own life force and it will not stop until we turn to face it with courage, compassion and humility. All of us, not just some of us.

As Bob-e and Dave and my other African American or African Nova Scotian friends remind us regularly, this is not a problem people of colour can fix. Not alone for sure. It is not a problem of their making. And it is a complex problem that is an entangled, interconnected mess that fuels and feeds itself beyond what any one person or any one organization can do.

An article this morning in the Waging Non Violence newsletter pointed out that Policing Isn’t Working For Cops either. Kazu Haga wrote:

“This is not about being an apologist for the individuals responsible for the killing of black life. It is not about comparing the suffering of black communities to that of law enforcement. But in nonviolence, we know that if you don’t understand the perspective of those who you are in conflict with, you do not understand the conflict. You do not need to agree with, excuse or justify the other’s perspective, you simply need to understand it so you can see the complete picture.”

 “Martin Luther King, Jr. wrote that “the white man’s personality is greatly distorted by segregation, and his soul is greatly scarred.” He said that the work of defeating segregation was for the “bodies of black folks and the souls of white folks.” He understood that to be a white supremacist, to hold hatred in your heart for so many and to inflict violence on others destroys your soul.”

<> on July 8, 2016 in Dallas, Texas.

Dallas Police Chief David Brown – embodying grief well beyond his own

People’s lives are at stake. As near as I understand it, this has always been the case. The unrest that is being stirred up – whether by presidential campaigns, referendum votes, violence and terrorism or the killing of unarmed black men or policemen in the line of duty is not going to go away. It will not be suppressed.

At the last AoH training in the Twin Cities, we were reminded by participants in the room, that many people – especially people of colour, people who are part of minority groups – walk in multiple worlds – the predominant culture that does not easily see its own worldview or predominance and the world of their reference groups be it their family, culture, colour of skin, way of being or lifestyle. Many who walk in multiple worlds do so with such grace that those in the dominant culture has been able to turn a blind eye to it, filter it out as if it does not exist. And they do so because it is a matter of survival. They do not have the luxury of turning a blind eye. It can too easily be a matter of life and death.

In that AoH training, I sat with a Hmong man in his forties who has lived in the US for most of his life. He, like at least one other person in the room, moved to the country that at the time was oppressing his own country and his culture. A large family of siblings, many did not survive. He shared with me the structure, ties and traditions of his culture which he feels bound to and in which he lives in community with his family and other community members. He shared how that world differs from the larger world he interacts with every single day. A world he has learned to navigate because he has to. He is aware of the differing worlds and differing cultures in a way that many who interact with him daily have no awareness.

A couple of months later, in Boston, sitting with a distinguished Black man in his 60’s who works with the Massachusetts’s Teachers’ Association, I am heartbroken as we speak about life in general and our children. He has two sons in their 20’s. I have two sons in their 20’s (and one in his early teens) and we have very different experiences of “educating” our children when they became of driving age. For me, it was to make sure they went to Driver’s Education so they knew the rules of the road and learned from someone who could teach them to drive without my or their dad’s bad habits. For him, it was teaching his sons, over and over again, what to do if/when they got stopped by the cops. Because they would sometime get stopped – as some of my friends point out – for “driving while black”. And now we know even that might not keep them safe.

There are many more stories I could tell, but I’ll stop here. What I know from the conversations I am able to have with the people I know and love, the people I come into contact with in heart filled spaces, is that we are longing for a different conversation, one that leads to different results, that transforms our differences into progress by acknowledging, seeing and validating others’ perspectives and experiences as real and true. We are yearning for a turning point. We’re not quite sure what this conversation or the “space” it needs to take place in looks like yet. But it cannot involve guns or jail. It needs to invite exploration, compassion, curiosity and understanding. And we need it now. It is already late. Too late for those whose lives are lost but not forgotten. Very late for many who are deeply traumatized. How do we confront ourselves and each other in such a way that we put an end to the violence? How do we do it across whole countries?

I saw a picture today that said something like don’t be overwhelmed, be true and you have an obligation to continue the journey. I didn’t repost it because I thought, Yes, be overwhelmed. It is overwhelming. And, even in the overwhelm you can look for things to help you remember who you are – watch the birds at the birdfeeders, listen to calming music, go for a walk, pet the cats, remember your purpose and your soul’s journey – then do what you can in the places that you can. I cannot, in this moment, affect a whole nation. But I can carry on my work, I can hold spaces for the pain and overwhelm, I can NOT turn away from all that troubles me in the posts rolling across my screen. I can stay in it, with it and with my friends who more than ever need me to be in it with them, who need me to be a disturbance in the world so we can all live in it in truth, beauty and grace. It is only together that we will find the turning point for which we yearn.

me-Jerry-Bob-e-Dave

Dave Ellis, Jerry Nagel, Bob-e Simpson Epps, Kathy Jourdain

Risky and Courageous – Stepping Into Community Engagement Differently

It is a risky and courageous thing to step out of a usual way of doing things to engage others, engage community, differently and this is exactly what the Halifax Regional School Board (HRSB) is doing as it embraces a new school review process. I had the pleasure of being the facilitator for the Eastern Passage School Options Committee (SOC), with the support of Susan MacLeod with graphic facilitation, in what HRSB Board members and the Metro News called “an historic first recommendation under the new school review process”. (There is another process ongoing at this time for Citadel High.)

Metro News – School review suggests reconfigured grades in Eastern Passage _ Metro News

The whole experience has been a beautiful example of the classic dynamic tension that emerges when an organization or group makes a decision to move to more collaborative, engaging processes from more traditional, top-down driven processes where there has often been little room for strong collaboration to emerge or community voice to truly be heard.

The biggest question, the biggest learning is around what does leadership look like now? The biggest unknown is how much guidance, support and structure to provide so the process and the committee is well supported and has expertise and data to draw on when it comes to making evidence based decisions and how far to back off to let the SOC do its work?

As our friends at the New Jersey Education Association say, we are leading through learning and learning our way into new process, new relationship and new ways of engaging.

The SOC was mandated with reviewing four schools in Eastern Passage – one junior high school and three elementary schools – to look at grade configurations and school usage. This review became necessary because of previous reviews that recommended a new high school be built in the area with boundary changes to support that development. The new high school will take Grades 9-12, removing the Grade 9s from the junior high, resulting in an underused school and an opportunity.

It was clear that HRSB was committed to acting differently. Staff came to SOC meetings and community conversations when invited. Even the first meeting was different. Well, the very first one was just the SOC. Meeting each other in a new way, reviewing the mandate and beginning to imagine what engagement could look like.

When HRSB staff were invited, it was a meeting of curious equals. Where are we, where do we want to go, how will we get there? HRSB staff answered questions (lots of them), and shared knowledge and expertise that was critical to decision making about optimal school utilization. They provided excellent behind the scenes support on many different needs – publicity and meeting space being two. And they stepped back to leave the decision making process in the hands of the committee. The committee stepped up.

There were three community conversations. Your Voice Matters was the theme. Before, in between and after, the SOC met to design process, plan meetings, review data, provide options and ultimately a recommendation. The purpose of the first community conversation was to present the process and ask community members what they wanted to see included and considered in the process. A world café process was utilized. The second community conversation presented several options and utilized a modified open space format. A recommendation was presented at the third community conversation, which used a full group conversation process that invited the spectrum of opinions and perspectives that existed in the room.

March 9-2016 Meeting Summary                                                                                   April 20-2016 Review Process and Meeting Summary                                                  May 24-2016 Community Conversation #3 Meeting Summary

The SOC realized early on that the decision they needed to make would be influenced by a number of factors outside of their control – projected enrolment numbers, English, early and late French Immersion programming considerations and the number of classrooms available in each school. And they operated with a set of principles, two of which were predominate in the discussions: more optimal and balanced use of the school facilities and minimal disruption to students and the community.

SOC Presenting

Members of the SOC presenting options

The SOC was also as transparent as possible, posting SOC meeting notes, Community Conversation reports and evaluation results and other information on the HRSB website. Members of the SOC felt the responsibility of making the best decision possible on behalf of the community, recognizing that not everyone would be satisfied with the final decision. The second and third community conversation reports included an FAQ section addressing the most common questions and concerned raised by community members.

The SOC also operated clearly with shared leadership and shared responsibility. Each member of the committee played a role in hosting the community conversations and in presenting the final recommendation to the HRSB board. On more than one occasion, there was a tremble in someone’s voice or tears in their eyes, demonstrating the passion they carried for this work and their decisions. A passion which caused them to review data on more than one occasion, be as responsive as they knew how to the questions and concerns of community members and to be fully conversant and committed, as a team, to the final recommendation put forth.

SOC Recommendation to HRSB 2016

HRSB Recommendation GraphicAll of this was recognized, acknowledged and affirmed by the response of the school board members. For sure there were questions – good questions – and even more there was a strong validation for the SOC of the many hours and clear commitment they put into a recommendation created by and for community.

Very proud of this mighty group of committed volunteers. And it was an honour to be part of a long established organization stepping into a new pattern of community engagement.

Listening Another Person Into Healing

In our Art of Hosting Conversations that Matter trainings, Jerry Nagel and I almost always bring in reflective listening practices from the Compassionate Listening Project which Jerry has been a student and advocate of for a long time. (It’s also one of the places he got his amazing listening skills from.) Whenever people take part in the exercise, they report back how powerful it is to be fully listened to without interruption and how hard it is to listen without interrupting. No matter how good our listening skills are, we can always improve. And, if it is has been awhile since you have been able to tell your story uninterrupted, you might be surprised to find the power of it in your own healing journey.

Embracing the Stranger in Me

Recently, I agreed to be interviewed for an academic research project about an intense period / experience of my life. A period that is years behind me, that I can now speak about in a much more detached way than when I was in it or immediately past it. The interviewer knows some of my story. In the role of interviewer, her job was to listen, not to interact with my story.

Listen into beingAfter she left, I found myself at times weeping for no explicable reason. The tears just flowed. Beautiful, gracious, glorious release.

I am reminded of the power of just listening, not interpreting, not trying to put words in someone’s mouth. It is a witnessing that can bring another person into being. Can surface what needs to be surfaced for healing.

I don’t know what was there that was surfaced. I don’t need to know specifics. I am aware that

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Chaos, Order and Control are Worldviews at Play In Mergers and Acquisitions

More and more our Art of Hosting, strategic planning, team development and community engagement work is worldview informed and it makes all our work stronger, more impactful and lasting. This post is about the work Jerry Nagel and I are doing with a US based health care organization that is growing through mergers and acquisitions. As they are creating standardized systems across the enterprise they are, not surprisingly, bumping into a few challenges along the way. Worldview Intelligence has given them some insight about the challenges and how to strategize their communication and relationships differently.

Worldview Intelligence

(This post was inspired by generative conversations between Jerry Nagel and Kathy Jourdain as we think (often) about our Worldview work, our Art of Hosting back ground and our clients.)

Mergers and acquisitions are known to have a high failure rate – anywhere from 50% to 83% or even 90% depending on which report you read. A 2010 McKinsey and Co. report indicates more attention needs to be paid to culture and that better leadership is needed in the integration of cultures. A 2015 Europe Business Review article notes that trying to bring large groups of people together under one mission is hard enough. The complexity ramps up when there are multiple branch offices, especially when working across borders with different systems that are already in place in different locations. This is where the structured approach of Worldview Intelligence opens up the exploration of what could work best as those

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Use Your Contrasting Thoughts to Strategize and Problem Solve

There are times when you need to figure something out, to come up with a response to something, someone, a situation. If that situation is distressing you because of other people or their actions, you might have noticed that there is a tendency to become fixated on one thought, one course of action that you play out over and over again in your head. You know it is not a good solution, it will not serve you, the other person or the situation and yet it is hard to move past it.

There are often many things at play that hold you in that thought pattern. Some possibilities include you might feel as if you are the injured party and there is a part of you that either wants payback or wants the other person to take responsibility – after all, why do you have to be the one who….? You can become fixated on what you really want to say except you know if you do it will only feel good for a nano-second (if that) and you will regret it for a very long time.

There is a simple strategy you can use to not get stuck in one train of thought. You start with some self-compassion. Of course these thoughts will come up. So, give yourself permission to think the thought. Almost as if you actually could, look at the thought – as if it is a thought bubble hanging in the air. Assess it quickly. Notice your reaction. Allow yourself to smile, or grimace or whatever. Then move on to the next thought. Again, almost as if you actually could, look at the thought – like it is another thought bubble hanging in the air. Assess it quickly. Notice your reaction. Allow yourself to smile, or grimace or whatever. And move onto the next thought.

Slide1

Identify contrasting thoughts

As you allow yourself to move quickly from one thought to the next you can see the contrast between thoughts. Those thoughts that you know you cannot, would not ever action show you the possibilities of what you might action. Getting stuck on a thought, feeling guilty about it, or revelling in it does not move you closer to a solution that will move you forward. But seeing all the possible thoughts arrayed around you – even in your imagination – allows you to quickly assess and choose the ones you want to focus on, the ones you want to build. And this moves you much closer to solutions that will work for you, that will enable you to keep a relationship intact in a way that serves or improve on a situation that you want to influence in a positive way.

Slide1

Find the thought that will move you forward in a positive way

The thoughts will show up anyway. The self-judgment also often shows up anyway. Acknowledge it. Offer gratitude. Know you are resourceful. Use the contrast in your thoughts to choose better strategies, better solutions and better ways forward.

Worldview Intelligence Causes You to Think Differently

In addition to describing the shifts in her thinking and actions due to Worldview Intelligence, Tracey Jones-Grant also spoke about the impact of the Art of Hosting. An example: She has been bringing the thoughtfulness and intentionality of check-ins and check-outs – a practice she learned in the AoH training – to her team meetings. At the end of one meeting where a controversial topic was introduced, she asked her team, “What resonated with you from today?” She was amazed at how many people went back to that particular topic with more questions and reflections. It surfaced something that would have impacted informal team conversations following the meeting.

Worldview Intelligence

Tracey Jones-Grant was one of the first people to experience the Worldview Intelligence program a couple of years ago in Halifax and it has changed her. “You don’t just walk away from it and go ‘done with that, what’s next?’ It seeps into your skin and blossoms as you learn how to verbalize it.” The impact grows even stronger with the passing of time and application of skills and concepts learned.

Of her experience in the program Tracey said, “You are in that first question, the next thing you know your perspective is changing and it happens in a gentle way. It causes you to think differently, which causes you to act differently.” It doesn’t necessarily happen dramatically overnight. You learn the skills and then you practice.

worldview awareness day panoramic From the first Worldview Intelligence program – Halifax, NS August 2014

Tracey is a long time diversity trainer and her experience with Worldview…

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