A few years ago, Juanita Brown shared a very powerful image with me. She talked about how those of us that practice dialogue and facilitation in a deep way have access to various gateways that take us into a “central garden.” All of our pathways invite us into this garden where we come to discover and realize something about the role of dialogue, meaning making and collaboration. It is a set of realizations that lies beneath the practice of methods.
On a call today with my friend Mark McKergow, we were discussing this image There are a bunch of us – although not a large bunch of us – from different practitioner communities who are always interested in transcending our methods and entering into this conversation. Alongside Juanita, Mark has also been wondering “where is everybody else, and how come we’re not connecting?”
Today we were discussing the failure of dialogue to have enough presence to provide workable and practical alternatives to everything from public policy decisions (such as the EU referendum in Britain, or the polarization of US society) to the everyday challenges of managing and running large organizations, evaluating, strategizing and controlling outcomes, people and money.
We know that our field of dialogic practice is massive, well researched and well documented. We know that leadership literature is filled with the importance of relational and sense making work. We know that that mid-career professionals end up coming to our various workshops to take on skills and ideas that are fundamentally transformative to their work and lives and that they go back to places where “it’s difficult to implement” because other mid-career professionals are wedded to globalized management practices that are good enough for what they are trying to do, within the highly constrained performance frameworks within which they are forced to operate. We even know (thanks to people like Jon Husband) that global organizations like Hay Associates have spent the better part of a century ensuring that these management science constraints are widely deployed and understood. They frame everything, not without utility, but to the exclusion of almost every other way of organizing and being together in human endeavour.
So what is the problem? Are we just lousy storytellers? Are we being deliberately marginalized? Is there something fundamentally flawed about the ability of dialogic practice to actually be of value? And how do we disrupt the standard set of management tools and the narcissism of our own communities of practice in a way that creates some serious openings for change?
What do you think?
Just finished out first day of work with Navajo Area Health Promotion practitioners and 30 community wellness workers, Elders and healers from across the Navajo Nation. We are blending an Art of Hosting workshop with content and process from some recent research in neuroscience, epigenetics, and adverse childhood experiences and with wellness and leadership models from our Navajo colleagues with whom we have a ten year relationship.
One of the pieces of work we are doing is supporting these folks in launching or accelerating some community based projects using the social networks they have in place here. This will involve us spending time in Open Space tomorrow and on Friday running a ProAction Cafe in which 6-8 projects will be able to to be developed. As a way of grounding these projects in patterns that are useful for this context we spent this afternoon generating a Navajo pattern language for resiliency. We did this with a two round World Cafe in which we asked for stories of supporting resiliency and stories of leadership challenges. This is a kind both/and appreciative inquiry. At the conclusion of the Cafe, I asked people to reflect on one teaching or piece of advice that would be useful based on the discussions. I invited them to write a word or a phrase on one side of an index card and write some explication on the back.
The attached collection of 27 or so patterns include both expected patterns such as “Presence” and “Listening.” They also include some Navajo principles like “Ádáhodí?zin” meaning ‘Letting our children go, to learn and discover who they are.”
On Friday we will use these principles to help design projects. I’ll hand a few out to each project proponent and ask them to take a few minutes to brainstorm how to incorporate these pieces of ground tested advice in their project design.
When I was up in Whitehorse last week I got to spend time with folks from the Public Service Commission discussing a project that would see us looking at discriminations in the workplace from a complexity angle. Using Cynefin and SenseMaker(tm), we hope to understand the ways in which the landscape of discrimination shifts and changes over time so that the PSC can make wiser decisions about the kinds of initiatives it sculpts. One of the problems with diversity initiatives in the public service (in any large public organization really) is the feeling that they need to be broad based and rolled out to everyone. This usually results in a single initiative that spreads across the whole organization, but except for a little awareness raising, does little to address specific instances of discrimination. Everything from awareness raising “cultural competency training” to zero tolerance accountability measures have limited effect because a) discriminatory behaviour is highly context and situation dependant and b) the public service has a permeable boundary to the outside world, meaning ideas, behaviours and people move between the two contexts all the time. The larger your organization, the more like the real world you have to be.
At any rate, I took a bit of time to do a mini-Cynefin teaching to explain how strategy works in the complex domain. and my friend Pawa Haiyupis and I added two Ps to my concentric circles of intervention in a complex system. So to review:
- Patterns: Study the patterns in a complex setting using narrative capture and sense-making. This can be done with the SenseMaker(tm) software, and it can also be done with dialogic interventions. The key thing is to let the people themselves tag their stories or at the very least have a group of people reviewing data and finding patterns together. For example, you might notice a correlation between stressful times in an organization and an increase in feelings of discriminatory behaviour
- Probe: Once you have identified some patterns, you can make some hypotheses about what might work and it’s time to develop some safe to fail probes. These aren’t meant to be successful: they are meant to tell you whether or not the patterns you are sensing have developmental potential. Failure is entirely welcome. What if we offered stress reduction activities during high stress times to help release pent up feelings? We want to be okay with te possibility that that might not work.
- Prototype: If a probe shows some promise, you might develop a prototype to develop a concept. Prototypes are designed to have tolerance for failure, in that failure helps you to iterate and improve the concept. The goal is to develop something that is working.
- Pilot: A pilot project is usually a limited time proof of concept. Roll it out over a year and see what you learn. In Pilot projects you can begin to use some summative evaluation methods to see what has changed over time. Because of their intensive resource commitment, pilot projects are hardly ever allowed to fail, making them very poor ways of learning and innovating, but very good ways to see how stable we need to make an approach.
- Project/Program/Policy: Whatever the highest level and most stable form of an initiative is, you will get to there if your pilot shows promise, and the results are clear. Work at this level will last over time, but needs regular monitoring so that an organization knows when it’s time to tinker and when it’s time to change it.
Cynefin practitioners will recognize that what I’m writing about here is the flow between the complicated and the complex domains, (captured by Dave Snowden’s Blue dynamic in this post.) My intention is to give this some language and context in service organizations, where design thinking has replaced the (in some ways more useful) intuitive planning and innovation used in non-profits and the public service.
Since October, when I first starting sketching out these ideas, I’ve learned a few things which might be helpful as you move through these circles.
- Dialogue is helpful at every scale. When you are working in a complex system, dialogue ensures that you are getting dissent, contrary views and outlying ideas into the process. Complex problems cannot be addressed well with a top-down roll out of a change initiative or highly controlled implementations of a single person’s brilliant idea. If at any point people are working on any stage of this alone, you are in danger territory and you need another pair of eyes on it at the very least.
- Evaluation is your friend and your enemy. At every stage you need to be making meaning and evaluating what is going on, but it is critically important to use the right evaluation tools. Developmental evaluation tools – with their emphasis on collective sense making, rapid feedback loops and visible organizational and personal learning – are critical in any complexity project, and they are essential in the first three stages of this process. As you move to more and more stable projects, you can use more traditional summative evaluation methods, but you must always be careful not to manage to towards targets. Such an error results in data like “We had a 62% participation rate in our diversity training” which tells you nothing about how you changed things, but can shift the project focus to trying to acheive a 75% participation rate next cycle. This is an especially pervasive metric in engagement processes. And so you must…
- Monitor, monitor, monitor. Intervening in a complex system always means acting without the certainty that what you are doing is helpful. You need data and you need it on a short term and regular basis. This can be accomplished by formal and informal ongoing conversations and story captures about what is happening in the system (are we hearing more stories like the ones we want?) or through a SenseMaker(tm) monitoring project that allows employees to end their data with a little data capture.
- These practices are nested, not linear. An always to remember that this is not a five step process to intervening in a complex system. In a large organization, you can expect all of these things to be going on all the time. Building the capacity for that is a kind of holy grail and would constitute a 21st century version of the Learning Organization in my books.
Caitlin and I are hosting a learning process for the Vancouver Foundation which has brought together 11 people from community foundations around BC. We are trying to discover what kinds of new practices community foundations can adopt to roll with the changing nature of philanthropy and community.
It’s a classic complexity problem. The future is unknowable and unpredictable. Data is plentiful but not helpful because context trumps all. There are competing experts with different hypotheses of what should happen. These twelve people are brave. They’re willing to be the innovators in a sector that is by nature fairly conservative when it comes to change.
We are using an architecture combining Theory U and complexity work coming from Cynefin practices. I can maybe write more about our design later, but today I’m struck by a comment one of our participants made when she was reflecting on the past three months of engaging in deep dialogue interviews with people in her community. She talked to a number of people as a way of beginning to understand the context for making change, and noticed that the conversations she was having were taking her away from the rigid roles and responsibilities (and the associated posturing) that comes with trying to do interesting work in a hierarchical, top down and controlling way. Today in our check in she shared this:
“When we are given permission to talk to anyone about anything it’s freeing. We let our roles drop as well our limiting beliefs about what we can and can’t do. We are able to more closely align our actions and our way of being with our intentions.”
A pithy but powerful statement in how changing the way we converse changes the way we are able to act. It’s lovely witnessing the birth of a complexity worker.
When you make your living in the world as a facilitator, you can’t help but notice the quality of conversation that surrounds you. People come up to me all the time asking advice about how to have this or that chat with colleagues or loved ones. Folks download on me their grief that our civic conversations have been polluted by rudeness and the inability to listen. We feel an overall malaise that somehow our organizations or communities could be doing better.