A School Review Process Illustrates the Chaordic Stepping Stones in Action

Posted on August 16, 2016 by Kathy Jourdain

stepping-stones The 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.”

There 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?

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

Posted on May 29, 2016 by Kathy Jourdain

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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Leading Through Learning and the Art of Apprenticing

Posted on February 24, 2016 by Kathy Jourdain

The Art of Hosting Conversations that Matter is a self-organized global network with no head office, no staff and no central authority or decision-making body. It can be an incredibly effective way to get work done – really important work – in addition to providing structures and processes to host conversations of any size. A few colleagues have recently been writing about what it – Art of Hosting – is – again.

Self-organizing is not to be confused with no organization or structure-less, which is what confounds some people and organizations as they try to understand what it is and is not. The seeming lack of structure always evokes the questions from participants like, how do I do what you do? How do I get involved? Who do I talk to? The seeming simplicity of many of the processes, when they are hosted well, makes some people believe that very little preparation time is needed and/or that anybody can do them. And, anybody can do them. But, good preparation goes a long way to ensuring good process and succcess. So does skill, experience and expertise. One Art of Hosting training does not a practitioner make.

There is a structure of involvement or engagement for the Art of Hosting that seems hard to describe, is not always obvious but is pretty simple. It does require some initiative and determination by people who want to be more involved since there is no official leadership development track like there might be in an organization. It can be harder to involve people in existing opportunities for a variety of reasons and many who truly want to deepen their practice create their own opportunities, whether that is internal to their organization or jumping into organizing an open enrolment program and inviting stewards (a requirement for an AoH training) to come and work with them (which is how both Jerry and I began our AoH paths).

In the lightly held AoH structure, there are Stewards, Practitioners and Apprentices. Some of us are all three of these things. In Philadelphia, where Jerry Nagel and I recently co-hosted an AoH training with two new colleagues, Rich Wilson and Mike Ritzius, we heard the term “leading through learning” and it seems a beautiful way to frame some of the AoH leadership and learning structure.

We are all learning even as we lead. Some – those of us who have been around longer and have been deep in the practices on an ongoing and regular basis – have more learning and experience that we can share with others even as we continue to learn from others, including new people in the practices. Others, on balance, may have more, sometimes much more, learning to do. We are not all “equal” in knowledge, experience or depth of practice although all are invited “equally” into the field and the key question may well be, where are we, each of us, in our own learning journey.

Rich Wilson, Jerry Nagel, Mike Ritzius

The experience Jerry and I had in Philadelphia with our two new apprentice co-hosts was exemplary – which got us thinking a bit about what makes for a good apprentice. This story is a good one to illustrate some things that work well.

A year ago Rich and Mike came to an AoH training in Minnesota that Jerry and I were co-hosting, having been introduced to Open Space through EdCamp, seeing the power and engagement of the structure and curious for more. Rich describes being persuaded to bring an idea he was pondering into the Design Process on Day 3. He says after the session he folded the paper up – really small – and promptly hid it when he got back home – the ideas generated were, in his words, “terrifying”. And yet, they worked on him and in him as the two of them went back to their jobs at the New Jersey Education Association. Mike and Rich began bringing the practices to every initiative they were involved in – with greater and lesser degrees of resistance and lots of successes. Philly Open Space

Because they embarked early on with Jerry and me in creating a call for an AoH training in their area, which largely drew people involved in education and organizing, we got to hear about those successes along the way and we offered mentoring or coaching from time to time on their processes and approaches in the work they were doing. They were willing to ask for what they needed and they kept doing their homework and kept bringing the patterns and practices to the people they were with – leading through learning.

When the four of us sat down to design our three day AoH offering, Mike and Rich jumped at the opportunity to lead and co-teach some of the patterns since they had been using them in their work and developing a good understanding of them – teaches like the Chaordic Path, the Chaordic Stepping Stones, Divergence-Emergence-Convergence, The Four Fold Practice, Theory U, Reflective Listening, Two Loops.

As they offered the teaches, what struck Jerry and me was how well they understood the basics or foundations of the patterns they offered. They explained them clearly. They made room for input from the whole team. They did not unduly embellish what they offered and thus did not get lost in the teach as we have seen apprentices do from time to time. They did not feel the need to prove themselves as “experts”, they were not competitive with each other or with us and they were clearly excited to be working with us to deepen their learning. They value the learning field and they value deepening their learning with and from Stewards on the patterns, practices and processes.

They understand that in order for something to look simple – like a good World Café, Open Space or full on Art of Hosting training – you have to be well versed in the foundational steps, before embellishment, and do the planning and design work in advance. They have had each other to co-design and co-host with and now they have “infected” more people with the desire to have better meetings and get better, more engaged results.

They exemplify leading through learning and we are already planning what’s next. So, stay tuned.

Front End Load Your Planning Process – Need and Purpose

Posted on May 5, 2015 by Kathy Jourdain

“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?”

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 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.

Understanding 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.

Sometimes 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.

The Human Dynamics of Navigating Decision Making Dilemmas

Posted on May 10, 2014 by Kathy Jourdain

The belief that there is a straight line between a problem and its solution is flawed and it is so often what gets us into trouble in seeking solutions to problems our organization, community or team face or decisions that need to be made. It is what causes us angst when we think decision making discussions should be straightforward instead of the nuanced or circular discussions they often turn out to be, driven by agendas and dynamics that are not clear or made visible for the whole group – part of the shadow of a group dynamic.

Increasing complexity in fast paced worlds often leaves us wanting for good decision making processes – especially when we are 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 meets resistance by people who feel imposed upon. Collective decision making often misses the mark if dissension, debate or strong personalities dominate the process which often means some people just give up and the loudest voices dominate so the collective wisdom in the group is not given voice.

Problem solving and decision making is a task – a task carried out by humans and subject to human dynamics – just like every other endeavour we undertake. Understanding human dynamics goes a long way toward navigating decision making dilemmas unlike those magic bullet decision making algorithms which, surprisingly, don’t seem to exist.

All of these queries resulted in Shape Shift Strategies putting together a one day offering on Navigating Decision Making Dilemmas using a few simple Practices and Patterns from The Art of Hosting Conversations That Matter to better understand human dynamics and what it takes to cultivate the creativity and emergence that leads to effective decision making – one day of in-depth discussion and exploration that leaves participants from a variety of backgrounds with wide array of decision making dilemmas in a reflective thoughtful space around what they need to shift in their meeting process or dynamics to generate more of the results they are seeking.

With the increasing prominence of participatory and collaborative leadership ideologies and practices, there is a growing tension around decision making processes because of a misunderstanding that all decisions need to be made collectively. When this slows decision making progress to a halt, there is a frustration and impatience that often causes those “in charge” to then circumvent the decision making conversations and make the decision unilaterally, effectively shutting down the desire for a team or community to engage in discussions that are not honoured.

It is folly to imagine that all decisions can or should be made collectively. What are the decisions that would most benefit from all voices? And then, who will make the ultimate decision – the group or the leader or some other individual – and is this clear at the outset of the conversation to everyone involved in the conversation? Is the conversation for clearly identified for input or decision making? Many teams and organizations run into problems because they have no agreed upon decision making process that they use consistently.

Do you know what the key decisions are that when you make them collectively you gain the greatest engagement and commitment of your team, organization or community? Is it clear when individuals – either leaders, managers, bosses or individuals responsible for their own work area or focus – are responsible for making their own decisions? Are they supported in decision making – no matter where they stand in the organizational or team hierarchy? For those decisions that will most benefit from the collective wisdom of the group, are the conditions for creating generative spaces understood?

In creating generative space some things to consider are how to invite and welcome multiple world views in the conversation, the use and understanding of simple but powerful patterns like the divergence-emergence-convergence framework for understanding basic human behaviour in decision making processes and polarity management for discerning whether you are dealing with a decision to be made or a polarity to be managed – meaning there is an upside and a downside to polar opposites (like collective decision making or individual decision making). Being aware of up and down sides invites greater intentionality into the decision making processes and resulting actions.

While the path for those decisions that most benefit from the collective wisdom is not always – or usually – a straight line path, generative conversations mean that we take all the ideas that come out in the divergent phase of the process – ideas individuals have brought in with them and put them in the soup of murkiness that shows up in the groan zone. When we can use ideas to spark new ideas, and build on existing ideas to generate new thinking, this is when innovative ideas begin to spark, ideas no one brought in with them that can take our decisions to a whole new level while also increasing the coherence of a team, group or organization. It can be win-win-win all around but it takes patience, discernment and requires the leadership skills necessary to navigate that place between chaos and order. What new ways of thinking and being are needed now for you and your organization to navigate your decision making dilemmas?

Dynamic Leadership Arising out of Chaordic Confidence

Posted on May 5, 2014 by Kathy Jourdain

When interactively teaching the Chaordic Path and inviting people to reflect on what highly chaotic or highly controlled environments look like and how people act and react in those environments, it is common for participants to address the down side of each of these – with quite a bit of energy and zeal. Then, at some point, someone will make a comment about the benefit of being in that kind of environment. For chaos they will often say something about creativity, for control they will often say something about predictability – the upside of each of these dynamic forces.

Then the key question we ask is, “What is the difference between control and order?” It always causes a pause as people reflect on what is different between these two. They speak about guidance rather than rigid rules, the opportunity for individuals to bring discretion to decision making within a framework, greater responsiveness, common understanding or collective clarity as hallmarks of the force of order. The space for an individual to bring everything they have to their role with enough clarity to know the scope of their authority, leadership and responsibility. When people don’t have clarity they ask for structure – it is a default. Clarity might mean structure and it might not – it might simply mean clarity which could be achieved through conversation or other means before creating structure which might not even bring more clarity.

There is a time and place for each of these forces (chaos, order and control) depending on context and whether the focus is on process, structure or human dynamics. Trying to address human dynamics issues through structure often increases the human dynamics issues. Yet clear structure and process is essential to many manufacturing processes. When getting on a plane, you want to know that the environment is controlled with good structure, process and procedure in order to get to your destination safely. And, if your house is burning down, you don’t want the firefighters standing around making collective decisions about what to do next – you want clear direct leadership, even as the firefighters have no idea of the chaos they are facing.

Knowing what state an organization, group or team is in can illuminate the leadership strategy that is most helpful to the task at hand. Sometimes the leadership being called for is to help people stay in the chaos a little longer rather than ease the pain, frustration or discomfort of being there, until clarity and the natural order begins to emerge. If things feel too habituated, stuck or stale, it might be exactly the time to introduce a bit of chaos through a well placed question, a suggestion to shake things up a bit or the introduction of a new initiative. In environments where control is pervasive, the opportunity might be to imagine how to care for the human dynamics or the relational field in a way that people can navigate with and through regulations, policies and procedures that were intended for clarity and consistency but have overreached into what we commonly call “red tape” or “jumping through the hoops”.

There is an upside and a downside to each of these experiences as represented by the infinity loop in the above diagram and inspired by Polarity Mapping. If we only focus on one or the other we either have an enamoured (upside) or jaded (downside) view of that particular force that then makes us less likely to be able to exercise the dynamic leadership that grows chaordic confidence. It is the interplay or movement through each of the polarities and an understanding of what is in each of the upsides and downsides that enables us to discern wise action. I certainly have a bias – that the place we are being asked to play and lead to address complex and entrenched problems is in the chaordic path. It is the skills AoH has been designed to foster and grow and it is an invitation into new patterns and practices of leadership. Being aware of the upside and the downside of each pattern enables a more complete picture with a greater variety of choices and options available to all.

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

Posted on April 28, 2014 by Kathy Jourdain

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.

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.

Container Holding as a Hosting Practice

Posted on November 9, 2013 by Kathy Jourdain

In the work and exploration of the Art of Hosting (AoH) Conversations that Matter we often talk about the container, creating the container, holding the container – but what does it mean, really? We tend to speak of it in the same breath as hosting, as if it is the same thing. But, is it?

In preparation for a gathering of sixty five AoH Stewards from thirteen countries that took place in Minnesota in October 2013, Jerry Nagel, Stephen Duns, Bob Wing and I became deeply curious about what it would take to hold a dynamically complex field that included three breaths of Art of Hosting – founders, early adopters and new or emerging stewards, many of whom did not know each other and had never met in person – who were holding, each in their own way, many similar questions percolating in local fields around the world, centering on what it means to be a global self-organizing system.

We began a series of calls to see what we could learn about container holding that we could apply at the Stewards Gathering, recognizing that some who would be holding the container would not be present in person but would be holding from the rim – wherever they happened to be geographically located. For our inquiry, we separated out container holding, design and hosting recognizing they often are intertwined, happening together at the same time and that they are distinct in and of themselves. It was – and is – rich learning.

Container holding is part of the subtle arts. It is metaphysical, meaning of or relating to things that are thought to exist but cannot be seen. So much of what we pay attention to in hosting, beyond process, people and design, is the invisible – the energetics, consciousness. It is why we have offerings of Hosting from a Deeper Place or the Art of Hosting the Subtle.

The invisible is alive all on its own and it shows up in the physical in group dynamics, ease or tension, flow or disruption, to name just a few ways it manifests. We know that in any offering that is co-hosted, the frequency of the team is also alive in the field. When the team has challenges within, those challenges show up in the larger field. When the team has an ease of relationship, infused with trust (and usually joy), this also shows up in the field. What is in the team is reflected back to the team. A well connected, trustful, aligned team – which does not mean members all think alike – can hold the larger field from a place of trusting what wants to emerge and not be knocked off balance when challenges spark – at least not so off balance that they cannot recover. The more coherent the team, the deeper they can host and the more process will flow through them rather than the team trying to control design or over-design.

Container holding might look inactive whereas design and hosting might look more active. When we are hosting, it doesn’t mean we ignore elements of the metaphysical or subtle realms – although we are often not full intentional or conscious about it. Attention to the metaphysical or subtle realms can also be a sole component of container holding. You can be a container holder and not be in a visible hosting role.

In the work we do, the container can be porous or permeable – and given it is metaphysical in nature that would likely hold to be true all the time. When the container is held with the crystal clear energy of intention, this intention infuses the field and what happens as much as, and sometimes more than, design does. The hosting can be flexible, which is what we always advocate – with a willingness to be disturbed or disrupted, trusting the chaordic path – chaos can be good, especially as we learn to sit with it until a natural sense of order emerges. If the intention is strong and held with clarity, disturbance can lead to emergence. When the intention is less clear, disruption can lead to chaos with no pathway back to order. It is important to not be attached to design, to hosting or to process – to hold it lightly – which is simply good hosting practice at the best of times. We can ask the question, what does the container need to be infused with to hold chaos and disruption so it is of service to what wants to happen? It could be different depending on what is the work we are about.

A well held container invites coherence into the field. Coherence is a frequency. When we tune into the frequency we can host it into being to allow or invite it to become present, or more present – like when we hold tuning forks up to each other, they pick up the frequency of each other and become entrained. How do we grow coherence without control, to celebrate different thinking, recognizing it can all be aligned with a common purpose and clear intention? Is this not our work as hosts?

Container holding is part of hosting – especially when we are intentional about it. And container holding has its own energy, its own path and its own coherence. So much more to explore. We are deep in our learning. And how beautiful is that?

Explaining Art of Hosting for Beginner’s Wanting to Know What It Is

Posted on June 24, 2012 by Kathy Jourdain

Every place we go has its own tone, texture and timing. It is part of what makes Art of Hosting – or in the case of California in August 2012, the Art of Participatory Leadership and Social Innovation – so hard to define. “We” being whatever configuration of hosting and calling team has coalesced around an identified need or opportunity. Every training is different because every place is different, every group that responds to the call is unique.

People who are just coming across Art of Hosting want to know, what is it? One way to think of it is, at its core, a set of patterns and practices that help us be successful in complex circumstances. Developing skill in using these patterns and practices is particularly helpful now at a time when long term strategic planning doesn’t work anymore (if it ever did) because we don’t know and can’t predict what ten, five or even two years down the road will look like. One thing many of us have a growing awareness of is that what has worked in the past – strategies, practices, principles – doesn’t seem to work anymore – if it ever did.

The world is providing us with increasing complexity – in the environments in which we operate, our communities and in our organizations, especially as things seem to move faster and faster. Social innovation is a response to this increasing complexity. Rigid protocols have limited application in complexity. Complexity calls for a different set of leadership skills – skills that tune in and are responsive to emergent circumstances. Complex systems share behaviours that cannot be explained by their parts. This requires a different set of frameworks to see and understand it. In the Art of Participatory Leadership we draw on world view, chaordic path, divergence/convergence, the 2 loops of systems change, theory U and other frameworks as lenses through which to think about complexity and social innovation. Social innovation looks for an alignment of circumstances that makes action possible – the relationship among elements.

One of the names we use for this type of experiential learning is the Art of Participatory Leadership because it also calls forth a new set of leadership skills required to deal with complexity and social innovation, quite different from how we think about traditional leadership. Participatory leadership focuses on participation and engagement strategies, knowing from experience there is wisdom and knowledge that exists within a group, a team, an organization, a system. When we make it visible in a group, it moves into the realm of collective wisdom, knowledge and understanding leading to a different kind of action and ultimately different results.

Participatory leadership connects well in high pressure situations. Some of its core characteristics are curiosity or non-judgement, staying in the space of not knowing, generosity or openness, a belief that conversations matter and that good conversation leads to wise action.

It is not a quick fix or a magic bullet for problems that have existed and have been evolving over long periods of time. However, there are often very immediate results for individuals as they examine and reflect on their own leadership practices. This is also why we encourage teams to participate so they have a new common language and are more able to hold each other accountable to create a path of behaviour change and organization practices that will be sustainable.

A core element of the Art of Participatory Leadership is for each of us to deepen our own capacity to effect transformation – in ourselves and in a complex world.

Where have these practices and patterns been used? In community, private sector, academia, healthcare, and educational settings as well as social change efforts around the world. The stories are only just beginning to be documented because many of us have been deep in the work rather than the writing about the work. Stories are alive in Nova Scotia, Ohio, Minnesota, Europe and Brazil and many, many more places.

Art of Hosting is also a global self-organizing community of practitioners who use these integrated participative change processes, methods, maps, and planning tools (like circle practice, appreciative inquiry, world cafe and open space technology) to engage groups and teams in meaningful conversation, deliberate collaboration, and group-supported action for the common good.

The hosting and calling team for this first Art of Participatory Leadership and Social Innovation in California: myself, Jerry Nagel, Ann Badillo, Sherri Cannon, Dana Pearlman and Mia Pond will weave stories of where this work is alive in the world into these three days of co-created emergent design and process – a little taste of what we do in the world and what is possible.

The Art of Stewarding

Posted on July 4, 2011 by Kathy Jourdain

Anyone who has ever wanted to call an Art of Hosting training has, in all likelihood, been told how important it is to have seasoned hosts – or stewards – as part of the hosting team. What does it mean to steward and why is this role so important in the Art of Hosting community and in individual training offerings?

I wanted to ground the word steward with a definition but none of the ones I found resonated until I came across this on Wikipedia: it is desirable to increase capacity within an organizational system. The Art of Hosting is a system – an interconnected, self-organizing global network – and since it began almost two decades ago, it has been increasing capacity in the network, within and across organizations, within and across systems and within and across individuals.

Even before there was such a thing as the name Art of Hosting, conversations were being hosted in many places around the world using different dialogic processes, including World Cafe, Open Space Technology, Circle Practice, Appreciative Inquiry (and still are being hosted by people who have not heard of the Art of Hosting). Those who have become known as Art of Hosting Practitioners were intuitively and intentionally sensing into questions like: what is underneath this process, what are the patterns we can make visible, why do these processes or this way of convening a meeting produce different results? They were deeply curious about the answers to these questions and the more evocative questions that were often provoked through the conversations stimulated by these questions.

Stewards sense and hold the deeper patterns in the field. They don’t just hold this particular piece of client work or this particular training, they sense the patterns of the larger field and bring those patterns into the specific work and conversations they are involved in.

They have skill, wisdom and expertise in holding space, creating the conditions for powerful work (setting the container) and in working with emergence by paying attention to what is wanting and ready to happen in an individual, group, organization, or community or with a pattern.

They practice self-leadership or self-hosting and bring with them a presence often forged through the many fires of chaos, disruption and intensity they have found their way through which often enables them to keep their centre or ground in the most challenging of situations.

They have no need to hold centre stage although they find themselves there because of their willingness to share knowledge and learning while hosting fields where people are hungry to learn. They bring clarity without doing the work of others or disempowering them or disconnecting them from their own sources of clarity, wisdom and knowledge. They witness growth and ignite even more growth – within themselves and others. They are flexible and diverse, growing the depth of field through co-learning with others. It is precisely this co-learning, co-creating and collaborating on the edges of what they do not know that makes them most excited – more so than presenting their expertise.

My awareness of stewarding has heightened over the last year or so as I have found myself in many stewarding conversations with good friends in the Art of Hosting, World Cafe and Circle Practice networks (most recently at ALIA in Columbus) and as I have the privilege to co-host with other seasoned practitioners in a variety of situations where the ability to draw on accumulated wisdom and knowledge has been powerfully beneficial to other hosting team members including apprentices hungry to learn as well as the full group involved in the training.

What do I know through some of my experiences? Stewards are able to check perceptions with each other to sense more fully into the field in which they are working, arriving at more informed choices of action, often to surface tension, move through groan zones, understand when divergence or convergence or some other intervention or process is needed. They are comfortable with silence and with chaos, have no need to rush in and they can weave with each other through and across the field. This does not mean there is never any tension but it does mean they have the capacity to work it through without detrimentally impacting the group or the overall experience. In how they work together, they are often living, breathing examples of the beauty and power of co-creation.

I have had the opportunity to work more extensively with youth in the last year – in Canada, the US and Brazil – and see how sharing experience, asking good questions and holding space expands the depth of field in any given place and creates the opportunity for individual and collective expansion – by holding the space of curiosity with the space of experience.

In One Art of Hosting Does Not A Practitioner Make, I wrote that each Art of Hosting has its own flavour influenced by the hosting team, the calling questions, the people who show up, whatever is emergent in the field, whatever we choose to call the training and the place in which it is hosted. It’s like seeing only a slice of the bigger picture. One reason why stewards are necessary to these trainings is that they carry with them the depth of the patterns from across many trainings and client consulting work and they can help illuminate these patterns and this depth through how they hold the space and the questions they ask.

In any given training we will often say it is not about the methodologies – although when we use them we want to use them well. It is about the purpose and intention of what we are about, what we want to achieve and how to create the conditions to meet purpose and intention and make more things possible.

Stewards illuminate the connections between people, places, trainings, theories, processes and patterns. They bring the weave of the whole network into the space and disturb the training ground in subtle and overt ways, based on the imprints of their many experiences, helping shift the shape of the experience, enabling individuals to shift their own shape and ultimately influencing the shifting shape of the world.

This work is not for the feint of heart or lone wolves. It is for those who are willing to show up more fully in the relational field, ask for help when they need it, offer what they can and sink into their own learning. Stewards want to learn from each other and the more we work with each other, the deeper the relational field, the deeper the friendships and the richer the space we hold for others.

ShapeShift

The shape of the world is shifting… embracing and being intentional about it

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