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…)

Uncertainty/Agreement Matrix

I have started going through the 419 draft blog posts sitting in my WordPress dashboard. Some are simply links of things I found interesting, and alas, many of those links (2006, 2015) are now dead and those drafts are deleted. There are a few nuggets.

I came upon this little doodle that emerged from/by people at the 2008 gathering of process practitioners, Nexus for Change. (Nexus continues to grow and thrive focusing on the domain of whole systems change. There are three videos which try and tell the story of its evolution.)

The image is of an agreement/certainty matrix based on the work of Ralph Stacey. I continue to use it as part of my Liberating Structures repertoire and it has infused and informed many other process approaches.

What attracted me to resurrect this image and post it is that there is still such resonance for me today. Much of my work of the past five years has been in this area of low certainty and low agreement – the stuff in the upper right hand side of the image. And of course the invitation into each piece of work has often been in the lower left – clients thinking they were working in higher agreement and certainty, only to discover they were not.

This shift of understanding where we place and understand our work (play, relationships, etc.) is both liberating, daunting and, sometimes, frustrating. It calls upon different skills and expertise. The lessons of the COVID era illustrate this. Just when we think we understand what is happening and how we might respond, things change. We have to find that space between “just do something useful today ” and live with the uncertainty and “unknowing.”

Photo of a hand drawing of an Agreement-Certainty matrix in various colors of pen.

From the Principles Chart on Flickr – Photo Sharing!

At the same time, this does not mean we ignore the lower left. There are things we can do with some amount of certainty. One that seems to have been somewhat abandoned is the choice to care about every person around us, and to act with kindness. Our uncertainty seems to have nudged many of us (USA I’m looking at you) towards self-preservation, or even outright selfishness, as if we deserve something. In uncertainty, all bets are off, including our past sense of entitlement.

What does this image tell me today? Keep ahold of the principles of our best selves and practice them together, with certainty and agreement. And let go of things that prevent us from seeing and experimenting with possibility in the areas of high uncertainty and disagreement. A classic wicked question and filled with potential dissonance. And possibility.

Part of a larger photo set from Nexus for Change in 2008 https://www.flickr.com/photos/choconancy/albums/72157604309184882

Responding to Clark Quinn: Technology or preparation? 

Clark Quinn has a great provocation on his blog today. I ‘ll share a quote, then reply.

So, many of the things we’re doing are driven by bad implementation. And that’s what I started wondering: are we using smart technology to enhance an optimized workforce, or to make up for a lack of adequate preparation?  We could be putting in technology to make up for what we’ve been unsuccessful at doing through training and elearning (because we’re not doing that well).

To put it another way, would we get better returns applying what’s known about how we think, work, and learn than bringing in technology? Would adequate preparation be a more effective approach than throwing technology at the problem, at least in some of the cases? There are strong reasons to use technology to do things we struggle at doing well, and in particular to augment us. But perhaps a better investment, at least in some cases, would be to appropriately distribute tasks between the things our brains do well and what technology does better.

Let me be clear; there are technologies that will do things more reliably than humans, and do things humans would prefer not to. I’m all for the latter, at least ;). And we should optimize both technology and people. I’m a fan of technology to augment us in ways we want to be augmented. So my point is more to consider are we doing enough to prepare people and support them working together. Your thoughts?

Source: LearnletsTechnology or preparation? – Learnlets

While Clark’s question is in the context of workplace learning, it is resonant in far wider contexts. I see it when I’m asked to design group process and gatherings. We are constantly putting “band aids” on instead of addressing underlying issues. We don’t really “prepare people and support them working together.” Why is that? Is it the continued desire for a quick fix, or the deep denial that how we work together matters and making it work more effectively might challenge too many things: power, status quo, cost?

The observation of this problem is neither new nor unique… it is how things often work. So the question  is how do we better shine a light on the underlying issues and take immediate steps — however small – for remediation? Rather than throw up our hands and say it is too messy, hard or difficult?

This is where complexity-informed practices come in. From the deep dives into understanding what is happening with sense-making tools like Cognitive Edge’s Sensemaker, to simple, reproducible group practices like Liberating Structures, we can stop shrugging our shoulders and saying “that’s out of my scope of work” or “I can’t do anything about that.” The point is we have to do SOMETHING. Not just plow on from tech innovation to tech innovation. Here are four possible sets of practices that could help us go deeper and do better. Here are four possible sets of actions.

 Creative Destruction to Make Space

What one thing, no matter how tiny, can we stop doing to make space for the things we want to try? Before we add a new technology, do we stop using another one? Before we seek a solution to an efficiency problem, can we find out what to stop doing that caused the problem? Cue up Ecocycle or TRIZ, and make some of these now-useless activities visible. So often we strive to manage and scale when we have either grown past the things we are scaling, or they are no longer fit for purpose. We operate in mostly dynamic environments, yet we try and shoehorn everything into an ordered domain. (The complicated and simple in the Cynefin framework. In an ordered domain “cause and effect are known or can be discovered.” Complex and chaotic domains are understood as unordered, where ” cause and effect can be deduced only with hindsight or not at all.”).

Space for Uncertainty and Experimentation

Maybe certainty and obsession with technical fixes is overrated. Earlier this week I participated in an online gathering hosted by Johnnie Moore on Unhurried Conversations. He offered five principles to support unhurried conversations and one was The wisdom of uncertainty. We can use uncertainty to experiment our way into useful solutions, rather than coming up with a “brilliant idea” that may inadvertently build on past weakness. We may miss the underlying preparation. We can use Improv Prototyping to “act our way into knowing.” We can use Helping Heuristics to strengthen our listening before we pounce with our own (half baked?) ideas, giving space to considerations that are lost for those of us who “think by talking.”

Leadership for Spotting and Picking Up Promising Experiments

When we start getting seduced by technological innovation, it reminds me that there are people who see the world differently and can look within and beyond the tech itself and spot the ideas for promising experimentation. Not everyone has these skills to imagine things. We want solutions and we tend to foreclose on them too quickly, or fail to do, as Dave Snowden loves to say, “safe fail” experimentation to test our assumptions and asses the complexity (or not) of a situation. Sometimes that means we are smart enough to notice others with these strengths, and not try and be the “solution maker” ourselves. Approaches such as Wicked Questions , Discovery and Action Dialog, and Critical Uncertainties can help us spot the things we might otherwise rush by.

Right Management of the Right Things

I do not want to dismiss the Ecocycle domain of “maturity.” When there is a useful technical application, we want to bring it productively into the work. Same for process issues. Not everything is uncertain and shifting. The critical issue is HOW we manage these things into maturity, and how do we ensure we don’t repeat the cycle of “getting stuck” when that thing ceases to add value. And how leaders and managers can both work in this quadrant of maturity while at the same time supporting the other three areas of creative destruction, networking and birth. Great leaders and managers do their magic in the maturity quadrant AND support others to deploy their strengths in the unordered domains. Keep a critical eye on what must be destroyed, reimagined/imagined and birthed, even if it is not their own area of expertise and comfort.

What are your ideas?

See also:

Working in Complex Spaces from my Favorite Curmudgeon

Earlier this week Chris Corrigan pointed to a great blog post from one of my favorite curmudgeons, Dave Snowden (Dave, yes, I think a cacophony of curmudgeon’s is perfect!) on the heuristics of complexity.  Dave wrote in (Of tittering, twittering & twitterpating) the following:

We need to draw a fine line between legitimate experimentation and slipping into magpiedom and the legitimacy probably depends on the degree to which there is a coherent narrative around the core activity.

Aside from that I made a serious of points that apply more generally, as well as to the foresight community who were my primary targets. They included:

  • The whole success of social computing is because it conforms to the three heuristics of complex systems: finely grained objects, distributed cognition & disintermediation
  • I an uncertain world we need fast, real time feedbacks not linear processes and criticism includes short cycle experimental processes which remain linear.
  • The real dangers are retrospective coherence and premature convergence
  • Narrative is vital, but story-telling is at best ambiguous
  • Need to shift from thinking about drivers to modulators
  • You can’t eliminate cognitive bias, you work with it
  • Extrinsic rewards destroy intrinsic motivation
  • Messy coherence is the essence of managing complexity

I suggest you read the whole post for context (and humor).  I could ruminate on any of these, but I have my peeps coming into town starting today for the Seattle KM4Dev Gathering (Dave, we’ll still try and tempt you!) so I’ll just say this one is my focus for the week: “Need to shift from thinking about drivers to modulators.”

As we explore next week the practice of “managing knowledge” for international development, this could be a cracking good opener… Now I need a visual. Any ideas?

Suggested Readings in Complexity and Systems Thinking?

A couple of weeks ago I shared the link to Donella Meadow’s seminal essay, Places to Intervene in a System. This was in the context of moving our perspective of some work from a linear progression to something complex.

She found the essay useful and asked “what basic readings would you suggest to follow up  learning about complexity.”

Well, I know enough to be dangerous in this area, rather than useful. So I turned to my network and asked for recommendations for suggested readings in complexity and systems thinking. I created a simple Google form that feeds into a Google spreadsheet. Then I tweeted out the request. Today there are over 25 entries, books both familiar and new to me. And from people who care about this topic.

First, I want to thank all the people who have and who continue to add to this resource:

If you want to see or add to the resource, Suggested Readings in Complexity and Systems Thinking takes you to the spreadsheet to view. Below is the form to fill in if you have a suggestion. (Edit – just a screen shot. I forgot WP does not allow iframe! To fill out the form please go  here.) If you leave me a comment, I can also add you to edit the spreadsheet directly if you would like.

Now my next step is to create a reading path through these, to build, and expand versus overwhelm us, the readers! Ideas? How would you navigate and why?

Later PS: Just saw this Tweet from Alice and it is sooo relevant: