Tag Archives: immunity to change

Pieces of an Ecology of Workplace Learning

9 Apr

Lately I’ve been saying that you should cultivate learning in your organization as you might manage an ecological resource, like a forest, or any other complex system of high priority (like your computer network or your budget). As if learning were a “cognitive enterprise infrastructure” or worked like a kind of water cycle. But how would you do that, and what would it be like, and how would it be different than what you do when you think of your workplace as a kind of machine that consistently produces material stuff? I am not totally sure, but here I take a guess at nine possible pieces of an ecology of workplace learning.

  1. Cultivate Development, Rather Than Manage Performance. The point is not to manage people’s performances, but rather to get them to develop as much as they can, on the assumption that more highly evolved people do better things. The annual performance review that tracks behaviors against rather limited metrics and has a kind of binary output (wrong or OK) here evolves into something more like a coaching relationship in an experiential context: growth is the focus, not proscription. You look for activities that are motivating to the individual, that are a bit out of their comfort zone, yes, and you expect to support them in iterative cycles of trying things out, reflecting, adapting, and trying them out again. And you might add a variety of unheard-of supports and activities to help people think and reflect and be aware of themselves in a variety of dimensions, drawing on things from personality styles assessments to mentoring relationships to counseling-like activities, such as item 2, below. The trick is that these things, that we kinda do now in a knee-jerk way, away from work, would be more like the work.
  2. Support Cognitive Development. According to the work of Bob Kegan and Lisa Lahey (whom I talk about a lot), we evolve through a series of increasingly sophisticated ways of seeing ourselves and the world around us. That is, we can so develop, if given the right environment. And with this increased epistemological sophistication comes a better ability to deal with and thrive in complex environments. One such complex environment is the increasingly global, flat, multi-cultural, resource-starved, post-ideological, environmentally-challenged, a-traditional, scary world of today. To help people be effective in this kind of world requires activities that help us know differently; Kegan and Lahey’s Immunity to Change coaching process is one such structure. Having done it myself, I am amazed by its ability to make you reinvent the way you think about yourself and the world in which you engage; I fairly salivate to try it with a team of colleagues in a workplace. The downside? It’s an intensive, six-month process of bi-weekly meetings, invoking much deep personal questioning; that’s a huge investment. But in an ecology of workplace learning, invest in people is what you do: no rain means no rivers means no seas means no evaporation means no rain, etc.
  3. Assess Development in New Ways. In Higher Education we try to assess student learning, and it’s a challenge. But we don’t even try to assess faculty and staff learning; and the generic workplace doesn’t generally assess staff learning, either. But we should.  To promote development over production, we have see where this development is happening, individually and in teams. Of course it gets tricky: it’s easy to see your behaviors, but how do you see what’s going on behind the behaviors? Fortunately there are new kinds of tools that have potential in this regard: things like the Developmental Testing Service’s reflective judgment assessments, such as their test of managerial decision-making, which asks you to analyze complex, asymmetrical workplace problems, assesses you according to a complex scale of cognitive development rooted in Kurt Fischer’s work, and gives you (you yourself, the test taker!) rich feedback about your strengths and ways in which you can improve, data which feeds right back into the coaching relationship I mention above.
  4. Represent the Learning Ecosystem. If you’re going to try to manage an ecosystem, you need some kind of a representation of it. As the water cycle has its famous circular chart with arrows and the budget has its classic representations in profit/loss statements and balance sheets, so does the learning system have something. I don’t know what it will look like, exactly; but I imagine it will be something like the famous Kellogg Logic Model, which the well-known foundation suggests you use to understand your various high-stakes interventions, and which helps you see programmatic inputs, outputs, assessments, changes. With a key difference: the effect of your ecology isn’t an output external to you, it’s an evolution of your ecology. So a learning logic model would show as its characteristic feature a looping back upon its constantly changing self.
  5. Analyze How We Work; Analyze Our Culture. Part of learning is seeing yourself learn. That may be the single biggest difference between a learning organization and a producing organization: the learning organization sees itself and not just the things it makes. We will need to learn to pay attention not just to the products of our culture but to our culture, not just to the deliverable of the project, but to the way we work together on the project. For that a lot of tools exist already, like various kinds of post-activity group reflection encouraged in psychologically safe spaces, that let anyone share their experiences along the way. But new tools will help: the same sort of analytics thinking that has been transforming everything around us can help transform how we work together: social and network analyses to show us how we engage, corpus-linguistics analyses on the big data of our communications and cultural artifacts; these will help us, too, to see the patterns that make up our togetherness.
  6. Assign Staff to Cultivate Learning. Of course you can’t really have a garden without a gardener. And all the network analysis and group reflection exercises you might want to use won’t be that helpful unless it’s somebody’s job to watch learning in the organization at a meta level: to gather relevant data, assess its meaning, and help the group understand where it’s going. The teacher, if you will, of the organization. This would be a new thing: we’re used to thinking of Chief Information Officers, Chief Information Security Officers, Chief Executive Officers: this would be a Chief Learning Officer. Although of course it needs to be more than one person. And of course everyone has to be involved. But still the CLO might help organize it all. How much of your people resources should you put into learning, CLO and everything else thrown in? I propose 20% as a start. But I suspect it should be more, maybe up to 50%. Maybe 63%.
  7. Find New Ways to Gather and Share Ideas. Which Means Liking Them. One of the most important things in your organization are the ideas in people’s minds. The business world is just beginning to learn that to be relentlessly innovative, they have to gather and tend ideas in new ways, because ideas are the seed of innovation, be these ideas from their staff, their customers, their partners, their competitors. (See my last post for more on this). Part of this idea-tending requires a real cultural change–towards the acceptance and collective cultivation of ideas–and away from the general distrust of all things new that naturally grows up in an organization designed to perform consistently. Let me say that again: we will have to learn to like each other’s ideas.  And treat them, as it were, like a community resource, like, as it were, children. Because without them growing and maturing, we’ll fail. Businesses are starting to do this by building open, inclusive, idea-participation systems called Ideation Engines or Idea Stock Markets that aim to make the ideas in the group transparent and collectively developed. But I suspect you can go a long way without a particularly unique tool (a shared spreadsheet might work as well).
  8. Create Loops and Groups. In my perhaps over-simplified way of thinking, learning comes down to loops (in that feedback and reflection are crucial) and groups (in that learning is social; and in that your co-learners are as important for your learning as your own mind). So I think much of the key work of the Chief Learning Officer and her team will boil down to finding or building, and supporting, new sorts of groups in which people are desirous of learning together, and in adding “loops” to existing processes, to work reflection into the fabric of the organization.
  9. Do Some Old-School Ethnography. I am continually amazed by the complexity and mystery of people and of organizations. And by the fact that all you need to do to begin seeing and unravelling (or ravelling) the mystery is to observe people and ask questions (of course taking notes and writing down the answers). This is the way anthropologists settled on coming to know things as complex and mysterious as entire alien (to them) cultures. Libraries and IT departments have recently begun seeing that ethnography helps them understand the mysterious complexities of cultures alien to them, too (their customers). And it will work for you. On a certain level you can see an ethnographically-inclined research project as a kind of mirror to the people (if its results are shared with the people it studies), a loop at a high level, that both honors people and lets them see what’s going on. I think a lot about the emphasis in the popular Reggio Emilia model on the artful documentation of what the learners are doing; an ethnographic approach to your own organization is like that.

The Second Phase of Creation

12 Aug

When you think about doing new things, there are a few phases. Four, by my count. First comes the part where you conceive of the thing to do–call it the idea phase. In the beginning there was the word, etc. Then there’s a phase where you actually do the thing you conceived of. The doing phase, which is number three. These two phases are self-evident I think to most people, and I’m not going talk about them here, although I note they get really interesting as you peer into them (How do you actually get that idea? What is it you’re doing, when you’re doing, anyhow? Is there any thinking happening in there during that doing? Etc.)

Less obvious than these is a post-doing phase, phase four, where you reflect on how the thing went and look for ways to improve before you try it again. This phase is crucial because with it comes the feedback loop that is at the heart of all learning and improvement, and that turns your isolated action into something that can grow in meaning and value indefinitely and form associations with other things and attract people and change them and be changed by them and on and on in wondrous convolutions and permeations of beauty influencing beauty forever. Having a loop is really the only way to (eventually) achieve goodness and approach perfection, in my opinion, contrary to the semi-conscious belief of many that excellence precipitates from nothing with no precedent. That good teachers are born, not made, etc. I am not sure you can be or do absolute good; but you can improve relative to yourself, and you should focus on that.

I could talk a lot more about this reflection or feedback phase, as I love it dearly, but I won’t, because I would rather draw attention to a phase between the idea phase and the doing phase–which makes it phase two–a phase that is in my opinion the least well known, and least respected, and most suspected, but it’s important, and it’s poised for a comeback, and it’s worth thinking about.

In phase two, which is hard to name, you go from idea to endeavor. And to bridge that chasm you do a certain kind of applied abstraction, or practical dreaming, or ethical scheming. A spiritual machination, maybe. You continue the generative feeling of the creative thinking mode that started the whole thing and produced the wondrous idea you’re working with, but you begin to arc that generation towards your actual physical, local, empirically-confirmed environment with its tangible stuff and laws and real people and moods and everything.

First you start by asking my favorite kinds of questions: “OK, about this new idea. If we did this, just what would it look like?” Or, “Imagine we did this–how would it feel?” Etc. The answers usually come in little pieces that you build slowly into a larger picture that becomes clearer and clearer and more palpable and more real.

And as it becomes clearer and clearer, look out. Experience teaches me that this is the place where people start to get nervous. The idea was no threat as long as it was just a crazy idea. But now it’s growing into reality–particularly if you’re doing a good job of answering the “what would it look like” questions–and it’s starting to bump into people’s assumptions about life. It’s amazing how easily the defensive mechanisms are triggered in this regard–as soon as the slightest whiff of palpable novelty is intuited, up go the hackles. Why? Who knows–the imagined thing could change the existing power dynamic, we could be asked to do something we’re not good at, the things we think we care about might suffer, someone might say we’re incompetent, it might take more energy than we currently choose to expend, it might put us out of a job, etc.

Usually you don’t even know what is so threatening about the idea. Often the toes being stepped on are so buried in the sand that the articulated objection spurred by them seems disconnected and comes across as irrational. Did I say sometimes? It might be more than sometimes. I’m not attacking this quality of self-preservation (see Kegan and Lahey’s Immunity to Change for an examination of it and a praise of it and a way to work through it), I’m just noting that this is where it comes in.

In any event, after this nervous and visceral, slightly animalistic reaction (which happens to us all, I might note, me as much as anyone), this part of phase two often salvages itself by what David Perkins calls “bracketing,” or asking people to put aside objections to just float along in the happy land of possibilities for a bit longer. This simple move is surprisingly effective–who wouldn’t ride with Willy Wonka on the boat a bit just to see what happens? It’s also akin to the magical cape of the bullfighter. “I’m not going to argue with you about that thing you think,” you’re saying. “It might be right, who knows. I’m just asking you to imagine this very interesting thing over here . . .” Wave of cape. Bracketing comes in handy: without out you can’t keep going.

Keep going, that is, to the bricolage stage, where another fun thing happens: you start to look for ways to interweave reality and your idea. Outlets to plug your idea into; bits of spare fabric in which to clothe it. You ask “What do we have lying around that might be put to use? What existing knowledge, procedures, resources, ideas, experiences?”

Here to my eternal delight we get to have a Rumpelstiltskin moment and to transform mundane things into nifty things. Nifty because they buttress your new idea. Here we find resources forgotten, ideas never hatched, people’s skills untapped, cheap back-door strategies, etc. And we see how we can put them to use. It’s as if the unappreciated constellations reform themselves into new provocative shapes right on the faded star map and right in front of our eyes. This transmutation, repurposing, reuse, resuscitation, re-constellation of old stuff is just fun–addictive really–it might even be the main reason people ever want to do new things. Why? Maybe because it means the world is generative, restorative, salvageable; that there’s eternal capacity for creativity, growth, development. That we’re not actually after all trapped, doomed, predetermined, constrained, and locked in a pit of inescapable despair. Maybe because if you can re-associate the stuff around you, it means you’re alive. I’m not sure.

Anyhow, the end of phase two is marked by another particular kind of question that I love. This is the classic “What’s the first step?” Or the “What achievable thing can we practically do, now?” Key here for me is the now part–that is, doing that accessible thing right then. There does seem to be a kind of clock ticking. And there is the sense that if you don’t act, that bracket that temporarily held back all the objections to the idea will start to loose structural integrity like Star Trek shields, and will no longer be able to fend off the glittering blob of worry pressing in through the windows and under the doors.

But I won’t follow that thought, because here we are at the end of phase two. Of course once you do something, even just the first accessible step, you’re technically in phase three, doing, which I said I wouldn’t talk about. So ends my blog post: think about this phase the next time you set about doing something new, and see if you can’t see it at play.