Part six of a seven part series on the Seven little helpers for dialogue and action
- Part 1: Presence
- Part 2: Have a good question
- Part 3: Use a talking piece
- Part 4: Harvest
- Part 5: Make a wise decision
6. Act
The sixth of our seven little helpers is simple: Act. If you have taken the time to plan, talk, and harvest, you owe it to yourself and your group to honourably act on what you’ve learned.
Now it’s easy to get consumed by the cult of action, and to assume that every encounter needs to have a week defined action plan at the end of it. While that is simply not true – not every water cooler conversation results in action, but many are critically important in organizational life – when action is called for, be sure to act well. For whatever reason I find that many people have trouble with action. Perhaps it relates to the aversion and anxiety associated with decision making, but to act with clarity and commitment is kind. Here are some principles to guide your action. But be warned, these principles can take you down the road of planning to act, so be sure to keep it as simple as possible and get on with it.
Don’t confuse action planning with action. You would be surprised how many people confuse action planning with action. Often when I am contracting with a client and I ask for outputs, they will specify a document or an artifact, all the while emphasizing that they want to see action. Artifacts are pretty straightforward, and that is certainly something your consulting team can produce for you. But if you’re my client, I need you to understand that action is on you. That means thinking through how you are going to support action coming out of the work we do together. Recently I had a client place huge expectations on an off-site retreat. It needed to produce change in the organization’s culture designed over a three day gathering. I asked how the leadership was supporting people to make change (and to fail at it) and the client said “we have a really fear based culture here.” I warned her that without support from those in power to accept and even incentivize failure while people tried to change behaviours, meaningful action would be highly unlikely. She promised to go back to her Vice President for clarity and I never heard back from them. “We’re going in a different direction” is often the response I get from organizations not ready to put their money where their mouths are. That’s fine by me; I never want to be in a place of creating the conditions for merely performative action, when the people or the situations are calling for real change.
Action requires resources of time, money and attention. Don’t over promise commitments to resource action. In chaordic design, I call this work supporting the Architecture of Implementation. It seems to me that anything arising out of a participatory strategic initiative will require specific commitments of time, money, and attention to sustain it. If there is new work coming then new resources need to be in place to support it. I always caution leaders not to promise to “support all good ideas” that come out of a meeting if they can’t back that commitment with commensurate resources. How much time will your staff get to work on issues? What money do they have available to them? Who has the capacity for oversight and connection? If you fail to prepare a good architecture for implementation, you will burn out your people with added demands on their time and energy and no support. That’s cruel, and its a waste of time and resources. If you are committed to change you need to support change.
Distribute action plan and responsibility as much as possible. Use power to support self-organization and agency. It should be obvious, but participatory change should include participatory leadership. Sustained efforts to address sticky problems in organizations will often benefit from having many agents working on the project together. Use good organizational practices like the ones my friend Samantha Slate has shared in her book Going Horizontal to support leadership and action throughout the organization: share accountability, support personal leadership, give people space to work, ensure people have good conditions for collaboration, and practice good principles of equity and care
Be be mindful of PRICE. Because we love our five letter acronyms, use PRICE to design and check in with your architecture of implementation. Ask:
- How is POWER operating in this situation? Do we need more? Does is need to be more centralized or more distributed? Where is informal power and influence at work and how can we use it or mitigate it?
- What are the RESOURCES we need in order to act well? Who is in charge of these resources, and how to we get them onside to support our work early? What do they need to continue sending resources our way?
- How will we ITERATE our action? AS we try new things, what is the process for failing and trying again and improving as we go? How can we maximize support from those with power to allow for experimentation? Without thinking this through beforehand, people with power in a system are very likely to pull the plug on new initiatives the moment something goes wrong. Iteration is a crucial aspect to make things resilient.
- What CAPACITY do we need to develop? Where do people in the system need to undertake learning to work with the changes they are facing? What new skills and perspectives do we need to change the way we are working? Building organizational and community capacity is critical to sustaining creative and engaged work.
- How will we EVALUATE our work? Is our evaluation strategy in line with the kind of work we are doing? If we are working in complexity do we have good developmental evaluation and learning frameworks? If we are working with more predictable systems, do we have the right experts evaluating our work? How will we tell the story of what we are up to and communicate it well to those who need to hear about it? Evaluation is not something done in isolation at the end of a project but something done throughout. It’s how you document and share the story of what’s happening.
Taken together, these five things can support ongoing and sustained action beyond the report from the meeting or the project planning grant charts or the budget. True action needs support.
And then, when you are ready. Act.
My last blog post here was back in March, at the beginning of a colossal few months of travel and work during which I was away from home and working in the Netherlands, Germany, northern Ontario, New York City, Vancouver Island, and several locations in Japan. In the course of my travels I was away from home for 64 days, had two major airline cancellations (one airline went bankrupt, one couldn’t get me home without massively creative re-routing). I probably doubled the number of foods I’ve tasted in my life, just from the 28 day trip to Japan alone, and I’ve come back to find myself taking stock of where I am these days.
Summer is good for that.
In reflecting on my work offerings these days, I find myself doing these kinds of things:
- Helping organizations and communities by facilitating large scale meetings and participatory processes to understand and act in complexity. I do this through meeting design and facilitation. That’s the bread and butter.
- Using technology to support strategic work in complexity. This year I’m working with both Sensemaker and NarraFirma in different projects to help groups collect, analyse, and act from stories. I love this work and it has taken me into the realm of deep developmental evaluation. The software is helping us to be able to generate deeply informed strategic insights with our clients and to create innovative ways to address stuck problems. It’s amazing and powerful participatory research and support for strategy.
- To that end, I have been also been working closely with evaluators in some interesting emerging community projects as well as developing teaching modules to run workshops on participatory methods and evaluation.
That’s the basic strategic work. There is lots of capacity building work I’m doing as well. For me that focuses on teaching, first and foremost:
- Teaching Art of Hosting workshops, including upcoming ones in the next year on Bowen Island, and in the Whitehorse, Montreal, and Calgary.
- Teaching complexity courses. One with Bronagh Gallagher focused on complexity for social activists, and one with Caitlin Frost on complexity basics, using Human Systems Dynamics, Cynefin, The Work and dialogue methods. I’ve taught several one and two day complexity course this past year, and feel like we’ve really got a good introductory course.
- A one day workshop on dialogic containers that I gave to good reviews at Nanzan University in Japan. It is based on two papers I wrote over the past few years on Hosting and Holding Dialogic Containers, and one Dave Snowden’s ABIDE framework (now mooshed with Glenda Eoyang’s CDE framework) as a way of using containers to work with complexity. At Nanzen, Caitlin added a neat little piece on Self as Container as well.
- A course on evaluation, which I first offered online with Beehive Productions this past winter, and then has developed into a two day course offered in New York with Rita Fierro and Dominica McBride. That might morph again and meet the Art of Hosting, so if you’re and evaluator, look out for an offering that joins up those two worlds.
- Leadership 2020, a nine month participatory leadership program for leaders in the Social Services Sector and child and family services ministries in British Columbia. We are coming up on ten years of this work, with a redesigned program so that we can get more leaders through it in a slightly compressed time frame.
- I continue to offer a one-day course at Simon Fraser University on World Cafe and Open Space Technology as part of the certificate in Dialogue and Civic Engagement. You can come to that if you like.
- And I have a few coaching clients as well, folks I spend an hour or so with here and there, thinking through issues in their own practice, working on workshop designs and supporting their confidence to take risk.
As for writing, I have long promised a book on Chaordic Design, and that may still come to pass, but I can see it now being a joint effort with my partner Caitlin Frost. We have been using the Chaordic Stepping Stones tool in every context imaginable and have a ton of stories of application to share. The basic model on my website is due for a revision as well, so perhaps I’l have a chance to do that in the coming few months. When Caitlin and I can find some time to go away and write, we might actually get some stuff on the page.
And here is the blog, my old friend, the place I have recorded thoughts and insights and ideas and events over the past 17 years or so. It needs a bit of attention and it needs to be used, so look for more blog posts more frequently. And they won’t all be well crafted essays – could be just more musings, things that are longer than tweets, and that properly belong free in the world and not locked into the blue prison of facebook. Maybe you’ll even see something of the other passions that are in my life, including my love of soccer, music, and some of the local community projects I’m up to.
Does any of that grab your interest? Is there anything you’d like to hear more about? Can I support your organization or community, or individual practice in any way? Wanna play?
For a number of years I have been studying and learning about evaluation. To be honest, working primarily in the non-profit world and working for social good and social change, evaluation always seemed to me to be the bugaboo that ruined the party. While we’re out there trying to create new things, innovate and respond to novel challenges, build relationships and community, and experiment and fail, evaluation loomed over us like a dark spectre, scolding us for being flakey or demanding that we be more grown up and more responsible.
More than that, I had many experiences of evaluation being used as a weapon of power to exert control over the way projects were unfolding. Controlling the money and controlling the standards under which it is spent is hugely powerful. That power can be used badly or by people who don’t want to let go of control over their agendas. And it’s costly and frustrating for people in small organizations to feel like your strategic vision is always subservient to the evaluation framework.
So my foray into evaluation began when I started learning about Developmental Evaluation, and from there, learning about all the cool things that evaluators are doing to try to help organizations and communities makes sense of action in complexity. It has led me into powerful learning relationships with colleagues like Trilby Smith from the Vancouver Foundation, with whom I have been learning through a long term Theory of Philanthropy project with that organizations. I’ve connected with Art of Hosting practitioners like Rita Fierro (with whom I’m developing a course) and Nancy Fritsche-Eagan who are really curious about how to do deep participatory facilitation work in the service of good evaluation. And I’ve developed the start of some really beautiful learning relationships with Jara Dean-Coffey who is spearheading the world of Equitable Evaluation and Kim Van der Woerd and Billie Joe Rogers from Reciprocal Consulting who use culturally responsive evaluation to decolonize learning and research.
All of this learning and relationship has made me a more conscious facilitator and strategist. It has turned me from someone who is afraid of evaluation to someone who embraces it as a beautiful way to deepen learning, innovation, and strategic work. And it has equipped to confront people who abuse evaluation practice by using it to hide bald faced power grabs and subtle colonization.
Yesterday I got to play with one of my new learning and working partners, Ciaran Camman and their podcasting pal Brian Hoessler as a guest on their EvalCafe Podcast where we explored the intersection of evaluation, facilitation and complexity. This February Carolyn, Trilby, Rita, and Jara will join me to run an online course exploring these topics with my buddies at Beehive Productions. I invite you to join us there for what will be a really amazing set of conversations intended to open up our practices and apply these tools to complex projects.
I’m excited by the fact that I’m doing work in which facilitation and evaluation meet and moosh together. It’s making me better at what I do.
Five links that caught my eye over the holiday.
New Power: How it’s Changing the 21st Century and Why you need to Know
A book review from Duncan Green, whose work on power, evaluation, and complexity in international development, I much admire. Seems this new book invites a shift in thinking about power from quantity to flows:
Old Power works like a currency. It is held by a few. It is closed, inaccessible and leader-driven. It downloads and it captures. New Power operates differently, like a current. It is made by many. It uploads, and it distributes. The goal with new power is not to hoard it, but to channel it.’
New Power is reflected in both models (crowd-sourced, open access, very different from the ‘consume and comply’ Old Power variety or the ‘participation farms’ of Uber and Facebook) and values (informal, collaborative, transparent, do it yourself, participatory but with short-term affiliations).
Understanding the Learner and the Learning Process
I am fascinated by the connection between how we learn in complex systems and how we strategize in complexity. I think they are the same thing. And there is no better lab for understanding good complexity learning than complex sports like basketball and football. Here is an annotated interview with Kobe Bryant, in which Richard Shuttleworth makes some notes about how learners learn in complexity from Mark O Sullivan’s excellent footblogball.
Jacob Bronowski, a holocaust survivor, discusses the dehumanizing power of arrogance and certainty in a powerful clip from a video where he visits Auschwitz and reconnects with the violence of knowledge.
This is the concentration camp and crematorium at Auschwitz. Thisis where people were turned into numbers. Into this pond were flushed the ashes of some four million people. And that was not done by gas — it was done by arrogance, it was done by dogma, it was done by ignorance.
When people believe that they have absolute knowledge, with no test in reality, this is how they behave. This is what men do when they aspire to the knowledge of gods.
Science is a very human form of knowledge. We are always at the brink of the known; we always feel forward for what is to be hoped. Every judgment in science stands on the edge of error and is personal. Science is a tribute to what we can know although we are fallible…
We have to cure ourselves of the itch for absolute knowledge and power. We have to close the distance between the push-button order and the human act. We have to touch people.
Design Thinking Is Fundamentally Conservative and Preserves the Status Quo
A solid challenge to the ubiquitous application of design thinking to solve complex problems.
The political dimensions of design thinking are problematic enough on their own, but the method is particularly ill-suited to problems in rapidly changing areas or with lots of uncertainty, since once a design is complete the space that the method opens for ambiguity and new alternatives is shut down. Climate change is one such area. The natural environment is changing at an astonishing rate, in ways that are likely to be unprecedented in human history, and that we are unable to fully predict, with each new scientific discovery revealing that we have far underestimated the complexity of the systems that are at play and the shifts on the horizons may very well mean the end of our existence. Yet, design-thinking approaches, adopted with much fanfare to deal with the challenge, have offered formulaic and rigid solutions. Design thinking has allowed us to celebrate conventional solutions as breakthrough innovations and to continue with business as usual.
Intellectual humility: the importance of knowing you might be wrong
An antidote to the above challenges: admitting that you might be wrong as a disciplined act:
Intellectual humility is simply “the recognition that the things you believe in might in fact be wrong,” as Mark Leary, a social and personality psychologist at Duke University, tells me.
But don’t confuse it with overall humility or bashfulness. It’s not about being a pushover; it’s not about lacking confidence, or self-esteem. The intellectually humble don’t cave every time their thoughts are challenged.
Instead, it’s a method of thinking. It’s about entertaining the possibility that you may be wrong and being open to learning from the experience of others. Intellectual humility is about being actively curious about your blind spots. One illustration is in the ideal of the scientific method, where a scientist actively works against her own hypothesis, attempting to rule out any other alternative explanations for a phenomenon before settling on a conclusion. It’s about asking: What am I missing here?
On the Art of Hosting email list last month, there was an inquiry posted by Monica Nissén asking about scaling the Art of Hosting as a leadership practice through levels of engagement. By “Art of Hosting” Monica means the four fold practice, which is the basic framework for leadership that gives our community a coherent centre of practice, around presence, participation, hosting others, and co-creation. Monica asked whether hoping these practices would just go viral in a networked way is enough, and I replied with the following, tracing a couple of long term projects I have been involved in that have supported systems change in child and family services in British Columbia.
It’s definitely deliberate and networked. For me, it’s about building capacity. Our biggest work the last 9 years has been providing the Leadership 2020 program to social service workers in British Columbia working with children, youth and families in agencies, indigenous communities and government.
(You can read a summary of our five year evaluation of this program here)
We continue to developmentally evaluate as we go, and as a result, each cohort is different, each curriculum is slightly changed and we find new and more relevant ways to introduce people to this practice.
The basis of that program is a leadership approach that is very similar and deeply informed by what we in the Art of Hosting community know as the four-fold practice: that great leadership is personal, practice-based, participatory and perceptive. The program is structured in cohorts made up of people that have to apply. We mix “legacy” leaders with experienced and emerging leaders to show that learning never ends. Each cohort participates in two 5 day residencies – which are basically extended Art of Hosting workshops – and a nine month program of learning in between, featuring webinars and coaching and peer support for the application of tools and methods.
Over the past eight years we have brought about 450 people through the program. While it’s about learning in participatory ways, the program has a kind of hidden agenda. We are very clear that, about every 20 years or so, the child welfare system in our province goes through a massive restructuring, often provoked by a crisis, but not always. We have always invited our participants to both practice their leadership on the issues that are immediately in front of them, but to do it in a way that builds their capacity to respond when that later transformation happens. We want them to be the first to run to the centre when the old system is dying, eager to use their capacity, relationships, and practice to create the new.
In these days, the system is now beginning that deeper transformation, and fortunately it hasn’t been preceded by a crises. Instead, the woman who founded the Leadership 2020 program, Jennifer Charlesworth, was appointed to a five-year term as the Representative for Children and Youth in British Columbia, a very powerful position that is independent of the government and that can make powerful recommendations about systems change, usually as a result of different issues or events. Jennifer is bringing a collaborative approach to her work and to be successful in that, she is partly relying on the 450 Leadership 2020 graduates that are spread all through the system. There is a built-in capacity that is being invited into its biggest calling, reaching across traditional divides of indigenous/non-indigenous and government/community. Jennifer’s appointment to the position was received with widespread enthusiasm and optimism. We are hoping to see that the system is able to evolve faster with this capacity embedded in a way that is less painful than a collapse and transformation.
Participatory practices have been used for a long time in the field of social work and child and family services. In 2003 I started working with David Stevenson to use Open Space, Cafe, Circle, and the four fold practice to begin to build an indigenous governance systems for child and family services in BC. Our colleagues Kris Archie and Kyla Mason, Pawa Hayupis and many other indigenous Art of Hosting practitioners came into and out of that work. Toke Moeller and Monica Nissen and Patricia Galaczy joined us to teach Art of Hosting to families and community members who were participating in that work: http://www.turtleisland.org/healing/healing-cousins.htm. Between 2003 and 2009 we did something important on Vancouver Island. We started something and then had to abandon it for a different form, because not every idea works. But David later took that work with him into his work in executive positions in government. Kris has now become the CEO of the Circle on Philanthropy and Aboriginal Peoples in Canada and Kyra has become an extraordinary executive director of Usma, a Nuu-Chah-Nulth agency on Vancouver Island. Pawa is currently doing her Masters of Arts in indigenous governance and she and David continue to offer Art of Hosting trainings locally, as do Caitlin and I. In each of these new settings capacity building for participatory leadership has been used.
Meanwhile, Jennifer and a small group of us began Leadership 2020 in 2011. It has taken 15 years of developing leadership at the grass roots level and seeing that leadership grow into positions of power that has allowed us to work with the system this way. There is capacity in BC now, hopefully enough to take the system through the changes that are now coming, the ones we have prepared for, the ones we are waiting for, the ones we are making, and the ones that will surprise us.
It takes courage, patience, time, power, stewardship, relationship, and community to do this work. It takes a common language and shared perspectives and it takes massive diversity and difference to build resourcefulness and resilience. It is costly, politically, emotionally and materially, and it is not easy work. It requires a fierce commitment to relationship and a willingness to be at the edge of safety, with one foot out into the dangerous world. You get uplifted, hurt, angry, and joyful. But it’s a long game and you cannot sacrifice the depth of the work for ease and comfort. And no one person or team can do it alone.
It is not enough to do some trainings and walk away. The viral network does not just magically appear. Beautiful workshop experiences are only useful for systems change if they are connected to power. It requires staying in.
I just realized a few weeks ago that, although I never intended to work in the field of child and family services, that this may indeed be my life’s work. It has been nearly 20 years since I first walked into Vancouver Aboriginal Child and Family Services to take on a job organizing their negotiations to become a “delegated agency” able to make decisions for and with indigenous children and families instead of government doing it. I think in that time I’ve learned a bit about what it takes to create the capacity in a large system that gives us a chance. That’s all I can say we’ve done at the moment, but I’m an optimist, so I live with the hope and gratitude that the legacy of the work we have done will make the world better for the kids who suffer the most in it.