Tag Archives: psychological safety

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.
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Top Ten Lessons of Learning Organization Research (Part B)

16 Mar

This post is the second part of an excerpt from a talk Colleen Wheeler, Gina Siesing, and I gave at NERCOMP 2012.  (See Part A for lots of context and links to professional development events, surveys, and road shows).

Top Ten Lessons of Learning Organization Research (continued)

5. Space and safety matter

Space plays a big role in learning. On the one hand, you need what Amy Edmondson calls “psychologically safe” places to learn: places you can be vulnerable, where it’s ok to be wrong as you work your way through challenging information, where the feedback is appropriate and not threatening. Only in such a space will you feel comfortable surfacing and retooling your guiding assumptions and processing all the wonderful points of tension between yourself and your environment.

But space can also as it were train you in how to interact with the world; in one influential school of thought, the Reggio Emilia model, space is known as the “Third Teacher.” On a simple level, clearly you will do better in an office with good lighting, no ear-splitting machinery whirling nearby, and a comfortable chair than you would do in a kind of smoke-filled, physically dangerous Dickensian sublime. We can go beyond that and point to the kind of activities an atelier-like, art studio might inspire as compared to the classic 1980s-era cubicle farm. In short, if the person designing the space expects you to basically write emails all day, you’ll get a chair and a fixed computer and not much else. If the designer isn’t sure what you’ll be doing, but is inspired by your potential, you’ll get freedom to mix and match various possible components of your work, and work in different phases, in different ways, with different tools, sometimes collaboratively, sometimes alone. The first, proscriptive design boxes you in to a way of thinking and being. The second one is a space that teaches you to be the author of your surroundings and reinforces your engagement in what you’ll do and how you do it.

4. Classroom learning theory and design apply to work, too

Many of us spend a lot of time (rightfully) understanding how people learn best in formal settings; what we seem to sometimes forget is that all the lessons about learning in classrooms can also apply to the workplace. Probably because basic laws of human learning are behind both. That is to say, if intrinsic motivation, active learning, experiential learning, and so forth, are important for adults in one setting, they probably are in other settings, too.

The supervisory relationship is a great example of one aspect of the workplace that is ripe for revision–just as the sage-on-the-sage has lately come under the scrutinizing eye of the progressive pedagogue. If extrinsic motivation, as Alfie Kohn has convincingly argued, effectively kills learning, what does it mean that in the workplace bosses generally tell their reports what to do, even unto the tiniest minutiae? If rewards and punishments don’t work (as Kohn also argues), what is left for the supervisor to actually do in those individual meetings required by the HR department? The same line of questioning may in part explain the surprising results of Google’s internal study on successful management, which found that staff wanted managers who were not subject experts (!), and who didn’t tell them what to do (!), but basically talked to them about themselves as people (!), and asked helpful questions (!), without the ever-present proscription (!).

3. Collaboration helps you learn more than cooperation

In a previous post I discuss at a little more length the distinction in the educational literature between collaborative and cooperative learning and what that means to the workplace.  In short, we think this distinction is crucially relevant.

To summarize, collaboration is how people work together when they have to figure out during the work what the goals and roles are. Communication, feedback, adjustments, and learning are intense. It can only happen for relatively short periods, but it is nonetheless the necessary style of working together used during times of change or when new work teams come together; during collaboration you are building and rebuilding your assumptions about the world. It’s transformational.

Cooperation, on the other hand, is when everyone knows the goals and their roles, and interactions are less intense and more predictable. It’s used during periods of stability, when the nature of the work is relatively static; it reinforces existing assumptions about how the world works and so doesn’t tax the mind or the social dynamic. It reinforces and comforts. It’s transactional.

We think the workplace will need to increasingly encourage open collaboration if it is to constantly rethink itself. But we recognize much of work will remain cooperative, even in a learning organization; so what we expect is an increased sophistication in the workplace in thoughtfully adopting and supporting the right approach in the particular context.

2. Individual and team learning are linked

Have you ever experienced that common phenomenon where you go to a great external learning event of some kind, you feel yourself evolve new skills and a new outlook, you return to work ready and excited to be a different and better person, it all fizzles, and you’re dragged back down by the culture into the way things always were, just like Al Pacino in Godfather III?  Or the reverse phenomenon, also common, where the team decides it wants to do something wonderful, but the individuals resist, effectively continuing in their moment-to-moment actions their routine behaviors, and nothing happens?

If, as we suggest above, individuals and teams operate according to hidden programs that are formed and exert control on a subconscious level, and if these programs essentially interlock when we’re at work, then this makes sense. You can try to change your program, but your colleagues and your team are invested in doing things the same old way, and part of that investment is in you being the same.

For this reason, we think the most effective learning organizations will find ways for teams and individuals to change simultaneously: for the team to serve as the safe place for all its members to work on their improvements, while at the same time, the improving individual members of the team work collectively on improving how they interact and perform as a unit. Easier for me to let you explore a different way of being if you’re letting me do the same, etc.

1. We need to invest in learning.  And view learning as an ecosystem.

If you’ve made it this far in the blog post, you’ve probably sensed our main idea: that we should increasingly cultivate the learning in our organizations—individual and team—as we might a beautiful garden, the growth of weird worms on deep-sea sulfurous vents, or other complex ecosystems.  As if it were a system as complex as our computer networks or library circulation systems.  The Kellogg Foundation developed a famous “Logic Model:” a way to visually represent your organization as a kind of machine of production—we think we’ll soon be developing logical learning models or other similar attempts to represent visually the sophisticated learning and development in our organizations, looking for ways to connect the various little dots and dashes of learning here and there into a coordinated and healthy whole. The learning dashboard, if you will.

This will require us to think differently—to put the system of our learning up on the boardroom wall along with the other systems we manage. To dedicate people to the development and management of the learning, to set new kinds of metrics, to design and implement changes and assess their effect, and so forth, just as we currently use a variety of systems engineers and wiring staff and supervisors and external auditors to maintain and grow and improve our digital connections to each other.

Which means we need to be ready to invest. Schein notes that a learning culture requires that part of the culture look at the culture, which is to say that there needs to be at a macro-level a new kind of feedback loop that we currently do not have. Google is famous for allowing its staff one day a week to explore their own interests: such a 20% investment of the resources of the organization, we think, might just be about right.

If that seems like too much, compare the resources we give to the development of a student in formal education. Take one semester in college and add up the dedicated teachers, the carefully constructed curriculum that connects modularly with all sorts of other curricular pieces, the support staff working to help the teachers be more efficient, the carefully maintained physical spaces, the psychologically-safe learning group, the supporting course materials, the variety of advisory staff ready to help the individual learner, the multitudinous levels of feedback available to the student, the surrounding culture and expectations of learning, and so on. By comparison the average staff member might get say .01% of that–a 2-day conference per year and a book.

Which is not to say that we should retool work to be just like formal education. But we should expect the investment of our resources in work-based learning to begin to come closer to what society invests in formal learning. For the things we will need people to learn on the job in a continuously-adapting organization that is proactively engaged in an environment of constant and complex change will perhaps be even more difficult to learn than the things students generally learn in the classroom.

Pedagogical Space and Political Space

18 Jul

I am reflecting on the difference between pedagogical and political space. I tend to prefer the former; I don’t think you can escape the latter. My thoughts below.

Pedagogical space is where people organize themselves to learn. It has what they call “psychological safety.” You can be vulnerable and wrong. In fact, that is the point–to be wrong, to reflect on it, and to adjust. You do messy things like encounter challenging new information and try to make sense of it, or surface your assumptions (things you believed but didn’t know you believed) and adjust them. All with a group of people doing the same thing. There is multi-directional communication, but it isn’t out of control: everyone gets a chance to (and has to) talk; no one person dominates. Reflection and feedback are the coins of the realm. Not just “I love it or I hate it” feedback, but careful, generative, constructive feedback that tells you what you understand well and where you can think a little bit more. File assessment under the feedback category: in pedagogical space, assessments are going all the time–informal, formal, and in-between–of your learning, of the group’s learning, of the teaching, of the interaction, of the value of the information the class is working on, on the goals of the course. Oh, and you buy in and have say, but you also have responsibilities. You have the chance to CHOOSE to be in the space, and to choose the particular way you’ll go about your learning (from a discreet list, likely), but you also have to help uphold the norms. Pedagogical conversations incline towards wondering–sharing data with proposed interpretations. Finally, pedagogical space leaves more capacity in its wake (because people learn, are more developed, have relationships, know better how to learn).

Political space is different. The goal isn’t to learn, it’s to influence or control. Communication is generally unidirectional–from the person who wants to do something to the people who are suposed to let her; the communication is minimal (just enough to get approval) there is little chance for feedback. When feedback happens, it’s stilted, shrunken, a critique (with an ulterior purpose) or a sycophantic agreement. There is less choice–you’re there because it’s your job, say, or it’s the place you use to tell people what to do. Vulnerability is to be avoided (because people will use that to divert your plans), and the last thing you want to do is reflect on your own assumptions. You also desire not to be wrong, and not to admit it if you are. Your gaze is outward, towards the external world you intend to change. There is no real assessment of the team or its conversation or its purpose–if there is assessment, it’s usually of the product of the work of the team. Political conversations incline towards the dogmatic–positions or interpretations without evidence. And, finally, political space leaves the same or less organizational capacity in its wake.

Having said all this you probably can’t have all one or the other, and any group or conversation probably only leans one way or the other. Neither is completely bad or good. Political space, for instance, is what you want when you don’t need to learn, but just need to act. It’s efficient. On the other hand, if you want your team to do some new work it’s never conceived of before, or grow in some important way, or takle a challenging new problem, political space isn’t going to work on its own. Political space does seem to be the societal default, but it doesn’t need to be; by contrast, it seems the great leaders use pedagogical space to great advantage to convey their message. One thing that does seem clear: the people involved need to know what space they’re in. A part of the team following the rules of one when the rest of the group is in the other would be awkward. So maybe the ultimate goal is to let the team pick the one you want based on what you are trying to do, and be open about it.