From the Archives: Sensing Our Changing Roles

Well this little post has tried to be born into the world twice. Time to give it light. I’m going to leave it exactly as it was with it’s last draft date of 2015. Seems to me the image suggests so much that is relevant today!

A blog post from Peggy Holman on  Changing Roles in Changing Times from way back in February of 2014, came across my screen today and triggered one of those moments “blog this, Nancy!” While Peggy’s post was about the changing roles in journalism, the image she included from the Berkana Institute was what caught my eye.

From Peggy Holman, adapted from Berkana Institute's

Jumping Off Points for Deeper Nuance

Nuance is everything. I saw a very sweet 2×2 from Amy Edmondson while I was taking one of my rare peeks at Twitter. At first glance my reaction was “cool!”

Then the term psychological safety caught my eye because I have been wary of the term. Safety on whose terms? For whom? I have become cautious as I’ve increasingly realized that I have projected my sense of safety on others who have NOT experienced psychological safety at all in the “shared context.”

Here is the tweet, then some comments below.

Amy, I have penned this without reaching out to you to talk about it. If that would be helpful in any way, let me know. I understand that psychological safety is a core of your work, and that my knowledge in this area is experiential and probably peripheral. I have learned a lot from your work over the years. The observations and wonderings I offer here are mostly directed at myself along my learning path.

What I appreciated about Amy’s post is the recognition that learning (or doing, etc.) require us to being open to being challenged, that we need positive, creative abrasion to bring our best to a challenge. It was what she proposed as supporting that state that left me uneasy: the idea of lowering standards, and the perceptions (reality) of being wrapped in cotton wool. The words “apathy,” “anxiety” and “comfort” taking on what sort of judgement? Whose standards are we talking about? Whose perception of who is getting wrapped in cotton wool?

What in this 2X2 honors the individual humans, their identities, as well as the output of a team? What helps the group reveal what is working and what must change to get to “learning.” What values and lived experiences are behind the generalizations?

I am bothered that apathy is the term for “showing up with our hearts and minds elsewhere, choosing self protection over exertion.” At some point, how much do you ignore and when do you choose to self-protect? How is, for example, self protection against racism, ableism and sexism evidence of low performance standards? How much is this the individuals lack of psychological safety and how much is it evidence of an oppressive system? How are self- protection and exertion actually related?

If this were a self reflection tool, a nuance might be “how am I protecting myself through disengagement?” What is causing my disengagement? Who is causing it? What power do I have to change it? Example: how does this land for a woman of color in a male dominated tech meeting who is constantly disrespected or ignored. For a person in the room who is the only person doing primary care giving for a loved one and has a lot on both work and home lines and may appear distracted? For the person with no power in the group? For some, this may be the ongoing experience of white supremacy.

I realize here I may be conflating apathy with anxiety. Thus the simplification continues to break down my understanding… Who knows when most perceived apathy is actually expression of anxiety?

Then to Comfort Zone – what if this was Respect Zone? If we had sufficient understanding of ourselves and each other, then challenging the ideas going into the work or learning itself can be experienced in the space where assumptions about the individual are not subtext for the presence or absence of respect.

So how does the 2×2 help us understand and best choose our approaches and actions? How does it move beyond stereotype or generalization? NUANCE!

If the use of the 2×2 is a reflection by a manager on a member of the team or of the team as a whole, it could feel like judgement, unconscious or conscious bias or even harassment to team members. Or it could be the starting point of asking a new type of question to learn more, understand more deeply rather than judge about people’s experiences and behaviors.

If this is a starting point to reflect as a team about how we all can show up and explore what changes might be useful to the group, how do we do it without perpetuating more oppression and misunderstanding along the way? And if it is for the latter, how could the quadrants be more generative and less judgmental?

Even as I write this I think, whoa, there is so much going on here. How would I represent it in a different way? If we all stood on the same ground, we were homogeneous, shared values (and probably biases), it probably could be done. But in the diverse world we live in, a 2×2 won’t do it.

We could reexamine it from a different 2×2 approach like “Critical Uncertainties” and look at a pair of variables that are important to our work/learning and are out of our direct control. Then we could see what options we could take to get to the “Learning Quadrant” depending on how those variables played out. We would expose our assumptions and uncertainties rather than judge and compartmentalize. I am sketching something now to see if this idea might bear fruit. (Future post! Right now I’m still brainstorming the uncertainties)

So far I have been throwing my own wild generalizations. Probably not helpful. Eugene Eric Kim replied to my Tweet asking for an example of nuance that gets lost in this type of matrix. Good ask, Eugene, as always. Here goes. And I have not written here in my blog about working on my own racism and white supremacy, but that work informs this post – and I recognize I’m still learning and may not get this “right.” I also recognize I can take that risk. Ironic.

As a person who has in the past unconsciously facilitated the loss of nuance, particularly in terms of my privilege as a white person in the US (and even abroad), I will give an example on myself.

I prioritized my world view as a feminist and offered a suggestion to a woman of color with whom I was cofacilitating. We were talking about how men often ignored what women said in meetings. I suggested that mixing high status language with low status body language helped to get men to pay attention to the issue I was putting on the table, instead of being ignored. Some of this was classic self-effacement moves, use of humor to put the men at ease rather than feel intimidated by me.

Turns out this mixing of high/low status is a classic move in the Improv world. Turns out I have been unconsciously using this much of my professional life. AND it turns out it doesn’t work for everyone, particularly if they are the “other” in the room. What creates psychological safety for me may not for you.

My co-facilitator immediately shared that if she used the status mix, she would lose even more credibility as a woman of color. How she talked, how she dressed –everything was always being judged through the lens of the (mostly white) men in the room. So taking a risk with this mixed status approach could actually lower her status. This is not psychological safety from any point of view. While my use of it may launch me into that mythical upper right quadrant of the matrix, Learning, it may move someone else to feeling apathy or anxiety. My using such an approach as a facilitator, let alone as a participant, can (and has) done damage. What worked great for me, didn’t work for her. (By the way, this was a startlingly wonderful learning moment that came from my colleagues generosity and I still feel it cost her a lot to even engage with me about it that has NOTHING to do with apathy or anxiety. My learning cost her labor.)

The nuance of how we understand these quadrants, these words, let alone what psychological safety means and feels like for people different from us, is essential. Boiling it down looks cool. But without nuance, it could be damaging. (Just look at the figured in the image. They might be perceived as white males…)

From the Archives: Getting Real About “Experiments” and Learning from Eugene Kim

More from 2014, more form Eugene Kim, more that is still relevant 8 years later. Go figure. (And I am down to 100 drafts from the blog draft archives. FYI, I am deleting straight out about 30% as I go either due to bad links or unremarkable content. About another 30% are simple repointers, like this one. And the rest I’m either saving or reworking. The experiment, haha, continues!)

Child writing phonetically on a white board about having a good idea...
I have a good idea…

What does this mean for groups that are working on anything complex and are trying to learn?

First, be intentional, but hold it lightly. Know what it is you’re trying to learn or understand, and be open to something else happening entirely. Measure something. Be thoughtful about what you measure and why.

Second, be accountable. Track your learning progress. Review and build on previous results. Be transparent about how you’re doing. Don’t use “experiments” as a proxy for doing whatever you want regardless of outcome.

Third, be humble. Despite your best efforts, you may not be able to conclude anything from your experiments. Or, you might draw “convincing” conclusions you might validate again and again, only to discover that you are totally, entirely wrong.

via Getting Real About “Experiments” and Learning.

From the Archives: Knowledge Translation and Knowledge Implementation

hand drawn notes about the Theory U model of change

This old draft from 2014 on knowledge translation rings a bell after a couple of weeks helping out a colleague working with a large international development consulting group grappling with the funder demands of scaling and “localization.” All which sound good in theory, and very messy and complicated in practice. I love Melanie’s focus on practice too. Right up my lane! 

Melanie Barwick, in a guest post on the CRFR blog, speaks sooth:

In a nutshell, this is what I now know.

Knowledge translation and implementation are complimentary but different constructs. Knowledge translation involves helping others to understand the evidence; implementation involves supporting them to make the changes needed to apply the evidence. Impact means capturing that people knew what to do with the knowledge you shared.

Practice change is not one-off. It’s a complex process that has many moving parts, some of which are likely universal but some that are unique to the particular context, and we are still learning what those are. There is alchemy in the practice change recipe. Every context calls for different amounts of the more universal ingredients, and a dash or two or other key elements that are necessary for that particular context. The practice change recipe for child and youth mental health, for health, or education will (I hypothesize) look different from one another.

Practice change calls for structure and an approach that is both adaptive and incremental. There is a method to the madness, and the application of good project management combined with the application of implementation teams, stages, drivers, and cycles will lead to more effective implementation, whatever the context.

The road to practice change – the implementation journey – has far better signage and lighting than it did 14 years ago. As implementation frameworks and theories become more refined, we are digging below the surface of categorical frameworks to identify the ‘what’ and the ‘how’ of changing practice. It is no longer sufficient to direct implementers to identify barriers and facilitators, tailor interventions to populations, facilitate the change endeavor, and measure outcomes without specifying how they are to accomplish these things. We are beginning to identify key factors that are implicated in effective implementation of evidence in practice across different sectors, and we are focusing on how to measure these key elements in a standardized way so that a common story can be told across case studies and contexts. Lastly, there is a growing library of openly accessible resources to help practitioners map their own implementation journey. Researchers are endeavoring to produce both scientific outputs whilst also developing resources and tools that can be of real and practical use in the field. It has never been a more fascinating and illuminating time, and the journey continues.

via CRFR Blog: Getting the Word Out: A Journey in the Science and Practice of Bringing Evidence to Application and Impact.

From the Archives: Knowing what to do. And what to stop.

Picture of a flip chart reading "Invite Creatve Destruction to enable innovation"
Invite Creative Destruction

Dang, it was fun to run into this draft from 2016 with links to three terrific posts that amplify something that has shown up in my work over and over again about the need to creatively destroy our patterns that conserve old ways of working that are no longer relevant in today’s (or tomorrow’s) world(s). And happily, all the posts are still online.

Time and again when working with clients where we’ve used Ecocycle Planning, the richest insights are what shows up in the “rigidity” and the “scarcity” traps (old image below- it used to be called “poverty trap” but there are racist roots there…) The rigidity trap helps us see what is no longer adding value and if we can move past that trap into creative destruction, we can clear away and make space for what is now possible. Too often organizations just add on new things (processes, projects, approaches, rules), layer after layer until we spend all our time ticking boxes with little to show for our time, energy (and peace of mind!)

Image of Ecocycle

The first from Simon Terry‘s blog archives, Killing the Golden Goose: From Waste to Potential focuses on the waste created in management that tries to conserve what is working, to the point of ignoring it is no longer working. It is a great read. With an interesting metaphor!

When managers focus on growing human potential to improve effectiveness, this growth mindset redefines the game and pushes changes in the other systems that define our modern organisations. Purpose and goals come first. Engagement is no longer an after thought. Experimentation is a core practice. Collaboration and cooperation are seen as human opportunities to work and not sources of waste & distraction. Volatility is embraced as a source of potential learning. Most importantly of all the new narrative respects and embraces the potential of all in organisations to lead and to contribute.

Killing the Golden Goose: From Waste to Potential, Simon Terry

The second from the fabulous Eugene Eric Kim on Principles for Effecting Change in Complex Social Systems. Eugene harkens back to a post from the wonderful Ruth Rominger “Effecting Change in Complex Social Systems” with Hilary BradburySissel Waage, and David Sibbet. Of the five principles Eugene refers to, one again tickles that creative destruction idea:

“Surface discontents, build capacity, and elevate expectations. Successful change emerges from dissatisfaction with current conditions, but also celebrates many small victories as well as personal learning, thereby continually building momentum for innovation toward a preferred future.

Principles for Effecting Change in Complex Social Systems, Eugene Eric Kim

Finally, the inimitable Johnnie Moore ties this overwork (and useless work) to stress and what that destroys, all while chasing efficiencies in “Waste, potential and sticking your neck out.” Plus it links to Simon’s post. It’s all connected! And another fun metaphor.

I see many organisations struggling to get a quart of productivity into a pint pot of systems, under great stress to make savings and be more efficient. I’d suggest that as that stress rises, so does the number of management abstractions bandied about: people only feel safe to talk in general terms about things like “leadership” because if they got specific the whole stressed out deck of cards might come falling down. In these circumstances, meetings become a workaholic microcosm of the organisation – we fill the walls with masses of post-it notes as if this is the measure of the value of our conversations. We can talk in general terms about the need to “manage upwards”  or “creating a no-blame culture” but this actually becomes a way of avoiding actually doing it.

via Waste, potential and sticking your neck out | Johnnie Moore.