Category: change

Moving Online in Pandemic: Ecocycle to Attend to What is Shifting

This is the second of a series of posts to support anyone working to move their offline/face to face group interactions online. The preamble is here. If you are an online facilitator or finding yourself in that role, join our group g here. If you are looking for resources, check here.

In the preamble, I shared my thinking that  we need to avoid starting with technology, or even the redesigned agenda as we move online. To make progress, we need to pause and pay attention to what is shifting in the systems around us. Use something like the Ecocycle to get a sense of what is happening at a systems level.

Here is a description of Ecocyle Planning from the Liberating Structures website:

Ecocycle Planning – Analyze the Full Portfolio of Activities and Relationships to Identify Obstacles and Opportunities for Progress What is made possible?

You can eliminate or mitigate common bottlenecks that stifle performance by sifting your group’s portfolio of activities, identifying which elements are starving for resources and which ones are rigid and hampering progress. The Ecocycle makes it possible to sift, prioritize, and plan actions with everyone involved in the activities at the same time, as opposed to the conventional way of doing it behind closed doors with a small group of people. Additionally, the Ecocycle helps everyone see the forest AND the trees—they see where their activities fit in the larger context with others. Ecocycle Planning invites leaders to focus also on creative destruction and renewal in addition to typical themes regarding growth or efficiency. The Ecocycle makes it possible to spur agility, resilience, and sustained performance by including all four phases of development in the planning process.

http://www.liberatingstructures.com/31-ecocycle-planning/

By seeing the whole, diving into the details, and then zooming back to the whole helps us discern a direction forward and useful first steps for moving your meetings online and especially when we are in complex contexts.

I find Ecocyle helps me focus and prioritize rather than get stuck in all the possibilities and challenges. Because it is built upon a flow, we can observe  what is moving forward, what is stuck and where we may be over or under-investing our time and resources. If we spend all our time perpetuating our ok-but-not-wonderful F2F meetings with an unthinking transition to online, we may be making a total mess of things. If we pick just ONE way of going forward, we may lose sight of new, emerging possibilities. If we rush to a single solution, we may miss the possibilities of those who think differently, the positive deviants and ideas that need space to emerge. Ecocycle situates our work in flow and flux, rather than a linear to do list or rigid plan.

Just one more note before we dig in to how to do this. Sometimes we need to clear the field a bit. In this case, fear can cripple. Liberating Structures co-founder Keith McCandless’s work on LS started with superbug infection reduction in hospitals. Keith has been reflecting these past few days about the importance of getting past fear. He has created a playful process you might want to consider, a Pandemic Mad Tea. It can be a well spent 10-15 minutes and really get folks deep into their work, right from the start. (If you want to gain more insights from Keith and his infection reduction work applied to the emerging shut down of the SXSW in Austin this month. Check out this sketch.  It was designed for a F2F conversation, but it gives some very specific Covid-19 context.)   

How to Ecocycle Your Move to Online Meetings

  • Don’t work alone. Engage your colleagues.
  • Turn on the camera. Presumably you can’t meet face to face (F2F) with your team, so fire up your video conference software and turn on the cameras. YES REALLY, TURN ON THE CAMERAS!
  • Read about the basics of Ecocycle on the Liberating Structures website. Then briefly discuss your understanding with each other. Don’t worry if it feels confusing, and don’t spend too much time on this step. We are going to DO it together and then things will clarify!
  • Get a piece of paper, pens, post its. Draw the basic Ecocycle structures on the paper and get ready to start writing on it, putting post it notes – whatever. This is for your own personal doodling/note taking. Next you can do it digitally together.
  • Make a copy of this Ecocycle Online template and share with your team.
  • Follow the steps of doing Ecocycle Planning in the template. I’m including the steps here below in case you want to print them out as well.
    • First alone, make a list of all the things swirling in your mind about moving your meetings online. What are your activities? What are your most important stakeholder and collaborator relationships?
    • Place each activity and/or relationships on your list on your paper Ecocycle in one four developmental phases: birth, maturity, creative destruction, and renewal.What are you doing but you feel it really isn’t working. Position those around the “rigidity trap.” If you have already resolved to stop doing those things, put them in “creative destruction.” Things that have been suggested to you or which you are thinking about, but haven’t yet taken any action on, put in the “gestation area.” Note any really terrific ideas that you really think should move forward, but which are stuck (for whatever reasons) and put them near the “poverty trap” box. Finally, locate all the experiments or pilots in process (both before and in response to the pandemic) in the “birth” area.
    • Build your collective Ecocycle. In your web meeting room, share your items with each other. Discuss the placement of each of your items. You can use a shared whiteboard, Google slides (the template) using self made “post its” with the drawing tool, or share your paper artifacts on camera. Notice what you share that is similar and what is different (there is always useful information in noting both!) NOTE: If your team is more than 4 people, you may want to use your online breakout room and start in pairs, then build up to the whole. Yes, it is worth the time. In pairs you can hear and be heard and discern details that might start to get lost as you think together in a larger group. 1-2-4-All can help you tap your collective intelligence faster than a whole group conversation, even as it feels like it slows things down. Don’t worry!
    • Look at the details. Spend time discussing items that you feel belong in different areas. Tip: if something feels like it fits into multiple areas, break it down into its component elements. Things can get clearer.
    • Look at the big picture. Together discuss what you see. What patterns do you see? Where are there many elements? Few? Look on the middle right, in the “rigidity trap.” Your most liberating first step may be to decide what to STOP doing in order to make space for new and more useful meeting practices (online or off!) Too many things in gestation? Start with the great ideas that are getting stuck in the poverty trap. See promising initiatives in birth? What one step could you take to support and amplify those efforts. See MANY things in gestation? Consider gathering those folks and learn how and why they are succeeding taking their meetings online and build on current energy and success. (Consider “Discovery and Action Dialog” as a process.)
  • Decide what the next step will be moving your meetings online. You might want to consider Purpose to Practice which starts with getting clear on the PURPOSE of going online. Dig deep until you hit the hard-rock purpose!

In the longer term Ecocycle offers us approaches and mechanisms to adapt as conditions continue to change. In other words, there is no magic technology, group process approach or perfect online meeting template, so give that up. Right now is time for evolving!

P.S. Really pay attention to Creative Destruction. Don’t take poor meeting practices from offline into the online space. They only deteriorate! In a future post in this series I’ll share some fabulous alternatives!

P.S.S. The use of Ecocycle can help make sense at many levels. This article explores Covid-19 at the global level. https://medium.com/insurge-intelligence/coronavirus-synchronous-failure-and-the-global-phase-shift-3f00d4552940

Adaptive Strategy Development

Introduction

Designing in complex and emergent contexts challenges the traditional log frame approach. With a set of Liberating Structures we can create a more adaptive and  actionable strategy  for project design and development that contextualizes the plan into a fuller picture of the landscape within which it operates. This is a very belated follow up on the application of the process with the good folks at the University of Illinois for the INGENEAS project where we used this approach in April. 

Liberating Structures are easy-to-learn microstructures that enhance relational coordination and trust. They quickly foster lively participation in groups of any size, making it possible to truly include and unleash everyone. Liberating Structures are a disruptive innovation that can replace more controlling or constraining approaches. They are engaging, easily learned and replicated and “complexity friendly.” To learn more about Liberating Structures, please visit http://www.liberatingstructures.com.

With a fully engaged and flexible approach, challenges such as complex international development projects can work with emerging contexts, rather than struggle against them.  Business with rapidly changing markets can develop a portfolio of approaches to respond quickly and accurately. 

As a process, participants in all parts of a system can engage, probe and sense on the ground, and loop the learning back into the strategy e for iterative improvements. Monitoring and evaluation approaches that require flexibility to work in complex contexts are designed as part of the landscape, not afterwards.

Framing the strategic planning as an adaptive landscape versus a document situates the work in its complex setting. By complex, we mean we may not be able to predict outcomes, even with extensive expertise, and only understand causality after the fact. For example, most international development work operates partially and sometimes mostly in complex settings. So the use of complexity-based approaches helps us work more productively and adaptively in these contexts.

The Six Essential Questions of the Adaptive Strategy Landscape

The strategy landscape, or “knotworking” as it is increasingly called,  is framed around six essential questions and held together through the Ecocycle. These questions frame, drive and help us evaluate our strategy.

  1. PURPOSE: Why, why, why is this work important to us and the wider community?  How do we justify our work to others?
  2. CONTEXT: What is happening around us that demands a fresh/new/novel approach (creative adaptation and change)?
  3. BASELINE: Where are we starting, really?
  4. CHALLENGE: What paradoxical challenges must we face to make progress?
  5. AMBITION: Given our purpose, what seems possible now?
  6. ACTION & EVALUATION: How are we moving/breaking away from the present and moving toward the future? How do we know?

The questions, particularly the focus on purpose and ambition pull a group into possibilities as they make choices and identify next steps.  While they seem linear, there are feedback loops. As the group discovers new things, they may come back and modify earlier “answers.” 

The Ecocycle

The Ecocycle provides the glue across the six questions and helps us recognize that we are always working in emerging contexts. To fully exploit knowledge and practice that has been vetted and ready for scale (maturity), we also have to pay attention to what is no longer adding value (creative destruction), what is needing to be birthed (networking) and then iteratively developing those ideas (birth) until they reach their own maturity. The Ecocycle illuminates the pulling from gestation to birth to maturity to creative destruction where strategy-and-tactics are combined.  A new mindset pops into view. It can also help assess current state of activities, assets, relationships and resources, as well as identify future possible actions. 

Strings for Each Question

Liberating Structures are most often used in a combination. The six questions are engagingly answered through a series, or “string” of Liberating Structures. There are a range of structures that can be used for each question. Here are some examples:

PURPOSE: Why, why, why is this work important to us and the wider community?  How do we justify our work to others?

  • 9 Whys   – Make the Purpose of Your Work Together Clear. When we dig into our assumptions, our true purpose may reveal itself – and surprise us!
  • 1-2-4-All – Engage Everyone Simultaneously in Generating Questions, Ideas, and Suggestions. Thinking alone, clarifying in pairs then building a sense of ideas across larger groups help us step beyond the “usual” ideas and observations and facilitate input from all – even the quiet folks.
  • Drawing Together – Reveal Insights and Paths Forward Through Nonverbal Expression. We tap into different parts of our brain, may reveal new insights and prevent jumping to premature judgement or closure.

CONTEXT: What is happening around us that demands a fresh/new/novel approach (creative adaptation and change)?

  • Mad Tea – Connecting with others to reveal surprising truths and action steps. Using rapidly rotating paired conversations, we also provide a smaller, safer space to reveal initial ideas, fears, and issues.
  • Discovery and Action Dialog – Discover, Invent, and Unleash Local Solutions to Chronic Problems. We build on our strengths, even the ones we didn’t know we had!
  • Users Experience Fishbowl – Share Know-How Gained from Experience with a Larger Community. 

BASELINE: Where are we starting, really?

  • What, So What, Now What? – Together, Look Back on Progress to Date and Decide What Adjustments Are Needed.
  • TRIZ – Stop Counterproductive Activities and Behaviors to Make Space for Innovation.
  • Critical Uncertainties – Develop Strategies for Operating in a Range of Plausible Yet Unpredictable Futures. We get out of our “thinking ruts.”
  • Note: The baseline also gives us a starting point for monitoring and evaluation design at the start, not the end of our work!

CHALLENGE: What paradoxical challenges must we face to make progress?

  • TRIZ – Stop Counterproductive Activities and Behaviors to Make Space for Innovation. It is amazing how liberating it is to STOP something. We do too much adding…
  • Wicked Questions – Articulate the Paradoxical Challenges That a Group Must Confront to Succeed. Finding the AND instead of the EITHER/OR.

AMBITION: Given our purpose, what seems possible now?

  • 25/10 Crowd Sourcing – Rapidly Generate and Sift a Group’s Most Powerful Actionable Ideas. Get some initial ideas on the table rather than trying to design the perfect solution. Especially by committee!
  • 15% Solutions – Discover and Focus on What Each Person Has the Freedom and Resources to Do Now.  Empower immediate action, results and iterative improvement.
  • Troika Consulting – Get Practical and Imaginative Help from Colleagues Immediately. Sharpen ideas for launch.

ACTION & EVALUATION: How are we moving/breaking away from the present and moving toward the future? How do we know?

  • What, So What, Now What? – Together, Look Back on Progress to Date and Decide What Adjustments Are Needed. At the micro or macro level, for process and for the actual work or practice.
  • Ecocycle – Analyze the Full Portfolio of Activities and Relationships to Identify Obstacles and Opportunities for Progress. Situate the work.
  • WINFY – Surface Essential Needs Across Functions and Accept or Reject Requests for Support. Identify how we work together practically and honestly.
  • Purpose to Practice – Design the Five Essential Elements for a Resilient and Enduring Initiative. Get the work GOING!

The Visual Canvas

When working in complex contexts, there is often a lot to track and wrap one’s head around. Some of these things are simple next steps, clear data, and identified issues. Others are less certain. We have developed a visual canvas with Ecocycle at the center, surrounded by the six questions for capturing and making sense of the most important findings of the group as they work through the process. Keeping both the questions and the Ecocycle visible throughout the process helps ground and reground as the group progresses. Often post it notes are used so that as new data, insights, and challenges are surfaced, the canvas can be updated. At the end, there is a “story spine” that can support the telling of the strategy story to others.

The visual can be on a large piece of paper on the wall for face to face groups, or a digital artifact online with movable digital notes.

Examples from Other Groups

I have used this approach with a number of groups over the past three years. The results have been:

  • From the Fire Adaptive Communities retreat

    Surprising – One group not only entirely rethought their approach, but the use of Liberating Structures also reshaped their process.

  • Fast – Quick, iterative interactions revealed far more than traditional SWOT approaches. People are usually amazed at how much they can get done in a day in developing their strategy and implementation.
  • Possibly threatening – If one or more people come in to the process thinking they know the outcome and their agenda will prevail, this approach can destabilize them and stimulate sabotaging. It is important that everyone knows that Liberating Structures engage and unleash everyone and if you open that Pandora’s box, you need to be ready to listen to and respond to that engagement.
  • New questions –  Some of the things that have surfaced in this work include: how to mine the past without falling into thinking traps in complex contexts where the past may not help us understand our path towards the future; understand how this approach supports and makes visible the decision making processes and finally, how to weave it into developmental evaluation.

Inspirations/Resources

This was developed off of the initial inspiration from Keith McCandless, co-founder of Liberating Structures, and conversations with Fisher Qua and Eva Schiffer. The first draft was developed to support a strategic planning workshop at the University of Illinois for the INGENEAS project. 

Criticisms & Cures for Facilitating in Complexity

My friend and colleague Eva Schiffer asked the most delightful question after I wrote about Facilitating in Complex Contexts.  “How do you dive into and acknowledge complexity and then get s*&% done?”

I love that Eva framed this as a classic Wicked Question focusing on the AND versus either/or! I’m finally circling back to share what I learned. (Back in the writing saddle again!)

I enjoyed this article in Learning Solutions by Connie Malamed addressing  push back on Design Thinking. When I’m using Liberating Structures to enable design, planning, group process in complex contexts, there is this pervasive energy that shows up around the idea that “everything is complex,” and therefore there is nothing concrete we can do.” Another type of push back.

While I could blithely respond that they are missing the point, that’s not very helpful. Connie’s article broke down some of the resistance she has experienced with Design Thinking, so borrowed her approach and see if it works when trying to bring complexity friendly approaches to facilitation. Let me know…

Criticism: If everything is always complex and changing, how do you plan?

Cure: Discern what is complex, what isn’t and what can be “nudged” to a point of greater certainty or predictability. Using Agreement-Certainty matrix, the Cynefin Framework help in that discernment. If you think of your work portfolio in the context of an Ecocycle, there are things that are predictable (in the “Manage” quadrant”) AND there are things that must be destroyed to make room for innovation, innovation itself and the process of bringing that innovation into the Managed domain through iterative experimentation. If you can identify where each of your work processes fit in that ecocycle, you can breath a little easier because it is all connected… eventually!

Criticism: If I can’t predict outcomes, how will I know how to focus our work?

Cure: Utilize methods that help you discover possibilities in unexpected places such as Discovery and Action Dialog, those that allow you to iteratively move towards your goal or refine your goal. Consider Improv Prototyping or even Simple Ethnography. These can help us leap over our own cognitive biases — sometimes that alone is the problem, not complexity!

Cilliers wrote (again, via Chris Corrigan): “The elements interact dynamically by exchanging energy or information. These interactions are rich. Even if specific elements only interact with a few others, the effects of these interactions are propagated throughout the system. The interactions are nonlinear. ” This reminds us that our work is often non linear, even if our planning infers that it is. 😉

Criticism: If things are always changing, how do we make make ongoing decisions?

Cure: First, discern what kind of decisions you are making. Again, via Chris Corrigan / Paul Cilliers and complexity informed values: “Complex systems consist of a large number of elements that in themselves can be simple.”  Understand which decisions are the simple or complicated ones and make them. For the complex elements, use methods such as Critical Uncertainties to build a portfolio of options so you are ready to make decisions to shift if the conditions change. Finally, are you even conscious about HOW you make decisions? Look at that for a few surprises!

Criticism: And now Eva’s : How do you dive into and acknowledge complexity and then get s*&% done?

Cure: Acknowledge that this is the Wicked Question and then plan your next step. The beauty of  15% Solutions and similar approaches are that you can find the AND between complexity and your next move.  Use the Wenger-Trayner Value Creation framework to surface immediate value of your short term experiments rather than waiting for the “final evaluation!” You can use What, So What, Now What? to elicit the narrative fragments that can help you see the value created, even in uncertain or experimental moves.marbled swirs

One more from Cilliers/Chris: Complex systems are adaptive. They can (re)organize their internal structure without the intervention of an external agent. Chris notes that we must adapt – our plans, our actions, our strategies. So the bottom line is we have to move away from our adulation of certainty and just get on with it!

 

 

See also:

  •  http://www.hsdinstitute.org/resources/plan-in-uncertainty-strategic-adaptive-action.html

Shifting Conditions That Hold Problems in Place

Two of my colleagues/friends have written very useful posts reflecting on practices that can enhance any year end reflections and new years planning you may be cooking up. Many of you who know me how much I value what emerges from practice and my learning path is to understand these things from a complexity perspective in various systems. Recently a client pointed me to a FSG blog post which had a link to a quote that has enlivened this path.

Social Innovation Generation in Canada defines systems change as “shifting the conditions that are holding the problem in place.”

Savor that one for a minute.

For me, the blog posts noted below give us some ideas about shifting those conditions that are holding our problems in place!

First, Mike Parker of Liminal Coaching shares a great set of ideas framing the complexity of todays work world (work in the broadest sense!) What is wonderful is that if you keep reading, you will get to Mike’s gift: the value of daydreaming in helping us navigate our complex worlds. Yes, daydreaming. He riffs on the time management Pomodoro practice and creates Liminal Pomodoro – a practice to relax and let your mind do its work in that daydreaming state of mind. This might be helping conditions in our own minds that are holding our problems in place. Read the post – seriously. Then go take a Liminal Pomodor break and come back and read the rest of this post. Who knows, you may see it in a whole new light!

The second post comes from Michelle Medley-Daniel from the Fire Adapted Network Community. I had the chance to work with Michelle and hear team last year and we played with many complexity informed practices such as Liberating Structure. Michelle informed me that what she learned during that retreat had continued to add value over the year – which of course made my day.

Michelle’s reflections came around the US Thanksgiving holiday and reflected one of my favorite themes, abundance and ditching the scarcity mindset. To me, these are not Pollyanna-ish practices, but survival skills. When you take a different perspective, you have the chances of shifting the conditions that are – yes – holding the problems in place. I’ve snipped the high level essence of 2 pieces of advice below, but let the beautiful pie picture lure you into her full posting.

How Practicing “Enough” and Looking Ahead Can Support Social Innovation

Idea 1: Adopt an abundance mentality and give scarcity thinking the boot!

  • Give freely.
  • Check your pace; make space for your priorities.
  • Practice gratitude.

Idea 2: As you reflect on the strategic opportunities that lie ahead, consider how people think about the future.

In the times of the immense wildfires in California, and the work that Michelle and her colleagues do at the Fire Adapted Communities Learning Network, this advice seems urgent and important.

Let’s shift the conditions that are holding the problems in place!

Transitions, Plumbers and Poets

In this season of immense natural disasters around the world (fires, floods, earthquakes, hurricanes, war, famine, drought…) and here in the northern hemisphere, with a shift in the seasons themselves, I woke up thinking about transitions, and how we use them as plumbers and poets.

As a group process facilitator and change agent (or as Keith McCandless says, a “structured improvisationalist!), transitions are where real progress or failure happens. They are the moments when more is possible – often much more than we ever imagined. Disasters are transitions at a grand scale. Moments in a meeting are often at a subtle and even unnoticed scale. Both can and do change our future trajectories.

Transitions are often messy. Sam Kaner and his colleagues coined the term, “the groan zone” to describe a critical transition in group process. It is part of his larger “diamond of participation” from the “Facilitators Guide to Participatory Decision Makers,” an essential facilitation tome.

The groan zone is the transition from the opening, divergent part of group process to the convergent, decision making and acting part of the process. Think about the energy of ideation at the start of a project where people are flourishing in possibility (or not!). Then reality comes —  we move into decision making and, hopefully, action. In this liminal space we are often uncertain, confused, and lack confidence or momentum.  Intellectually and  viscerally the groan zone concept and its expression in my work  has always resonated for me. It named a transition that is critical for groups to move forward.

The wisest piece of advice from Kaner’s book was to name this discomfort and use it. I use that advice daily. But there is more to the practice than acknowledging discomfort. I want to reflect on both the intellectual and visceral, or intuitive aspects of this practice of working with transitions, especially groan zones.

This is where the plumbers and poets reference in the title comes in. Stephanie West Allen is a colleague who is constantly spotting and sharing resources. when the poets and plumbers link passed across my screen I paused. YES. Here is the quote from James March that Dale Biron shared in his blog post:

There are two essential dimensions of leadership: “plumbing,” i.e., the capacity to apply known techniques effectively, and “poetry,” which draws on a leader’s great actions and identity and pushes him or her to explore unexpected avenues, discover interesting meanings, and approach life with enthusiasm.  ––James March, Stanford Professor Emeritus

(I am looking for the original source. I think it is from “On Leadership” by James March and Theirry Weil)

The metaphor applies far beyond leadership roles. Here I explore it from the facilitator process, but think about it for leaders, for followers, for disruptors and peace makers.

The facilitator as “plumber” comes prepared with intellectual knowledge of how humans operate socially, and the context for their work.  This is a great place for the application of complexity theory, such as Brenda Zimmerman and Dave Snowden’s work, along with a sorts of socio/relational frameworks. This is often linked to theory, but I recognize some start with theory to build their approach, and others end with it to understand their work.

The groan zone is also an essential space for understanding and using differing views, contradicting view points and  embracing diverse possibilities. Dave recently wrote about this and one snippet from the post offers a good taste:

The use of parallel safe-to-fail experiments over short timescales based on differing and ideally contradictory hypotheses about what is happening and what is possible.  But critically any such experiment, which is ’nudge’ should only be to shift things to an adjacent possible, to something sustainable at the point of intervention.

Note the words “nudge” and “shift to an adjacent possible.” This is not only experimentation to identify next steps in complex settings, but they increase the diversity and its possibility within the group process. Sound like a possible transition or “groan?” Yup. So the work of my complexity teachers is essential for the technical “plumbing” work.

Technically we come prepared for transitions with skills on how to design them to meet goals and adapt to changing circumstances. So when I design with Liberating Structures, I assemble a string of structures that support the diamond of participation, including the groan zone, with options prepared and improvised as needed. Structures that support the groan zone include TRIZ, Wicked Questions and Ecocycle, which help to unmask polarities, “elephants” in the room and dig deeper into sensitive and challenging issues, 9 Whys to explore assumptions, 15% Solutions and Troika Consulting which allows us to quickly iterate and reflect on options with peer input, Helping Heuristics for when our interpersonal dynamics are slowing progress, among many others.

That said, intellectually and technically prepared is not enough for me. I can never be a good enough plumber (technician) without the poet side of things. The poet has to be present in every meaning of the word, with senses alert, intuition as open and calm as possible. Even the stance of my body can be part of the poet. For example, when I’m sensing disruption, confusion, fear or people feeling rejected and unheard, I stand or sit as straight as I can, arms and legs uncrossed, palms forward. Deep breaths. Most often I have no intellectual idea of what I should do at this moment beyond listening and being present. As I literally shift my stance, something changes for me. My observations and intuition tell me sometimes something changes for people in the room as well. Maybe it is mirror neurons at work.  We CAN be changed and influenced by what we see and perceive with our senses. Regardless, this is part of the flow of energy in group process. Can I measure this? No. Can I fully describe it in purely technical terms? No, not me. But it is inextricably linked to both self-awareness and something I find inexpressible.

Of the many masterful facilitators I learn from, the visual facilitator Kelvy Bird has most clearly articulated this presence element in her work here on scribing, and here on opening,  with a clear recognition of the “social field” within which we work. (No surprise as she is a key partner in the Presencing Institute! I am waiting for her book!)

Here is an example of what Kelvy helped me see. There is a distinction of presence and openness as compared to neutrality. Neutrality used to be one of the core values of facilitators (as previously espoused by the International Association of Facilitators and others.) As I’ve gotten further in my career, I’ve felt more and more like describing my stance as neutral was not only disingenuous, but it was false. I may be a listener at one moment, a provocateur in another, and a co-creator in yet another. I am happy that the language of neutrality has been left behind with a greater emphasis on attending to influence. The latest IAF facilitator core compentencies describes this as “Vigilant to minimise influence on group outcomes,” and “Maintain an objective, non-defensive, non-judgmental stance.” This resonates with my sense of stance and presence – even while I still struggle with objectivity and our ability to always be objective! This is far from technical “plumber” work, but it is useful to observe that the best plumbers I know have “hunches” about what they can’t see behind a sealed up wall! So the plumber and poet are not two, but one.

By being part of the process, I am changing the outcome. I am not neutral and I am influencing in certain ways. While I am strict with myself to clearly call out my own opinions, “take off my facilitator hat,” I do have influence. And it is only when I’m open and clear, self-aware and fully present, that that influence can be in the service of the group and influenced by the group itself, not to my espoused beliefs and/or ego. This is most important at transitions: the start of an engagement, during the groan zones, and as we move into resolution and reflection. It is a dance between the technician and the poet, between clarity and beauty. Between words and images.

I’m not sure this all makes sense as I struggle to write about it.  I guess the only way I can express it is to say the poet in me keeps evolving. Early on, I stuck to clearly proscribed forms (Limericks! Haiku!) Now my poetry is in process, words, images, and my own presence.

Let me be clear. There are many risks to this stance. If my self awareness weakens and fails, I can cause failure around me. If my openness cracks me open and I fall apart, I cannot serve. If I come without enough clarity and energy, my services suffers. This is not just a technical nor “expert” practice. It is all in. All. In. Again, from Kelvy:

We learn through copy. We advance through integration. We master by tapping into our own source.

So how does this relate to transitions? The technician, the plumber, can spot most of the the structural transitions. The poet senses the subtle ones, energy, hunches, buried treasures, that are often the ones that take us to new places, that help us make progress in complex or even chaotic contexts.

At this point in my career, I’m deeply interested in the poet. How about you?