Changing Roles in Changing Times

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Thanks to Jesse Lyn Stoner for inviting me to post Change Your Story, Change Your Organization  to the Seapoint Center blog. It elaborates on five roles highlighted in the Berkana Institute’s Two Loops Model of Change.

Some reflections on the implications of these roles for journalists is on the Journalism That Matters site: Stories for Navigating the Waves of Change.


Two Loop Theory
Adapted from Berkana Institute’s Two Loops Theory of Change




Designing for Community: Expect the Unexpected

Part V

Image by David Kessler,
Image by David Kessler,

Take a co-creative stand so that disruptions become a source of engagement and learning.

At a recent event that I attended, the focus was on community.  The participants were from government, communities, and organizations with a socially oriented mission, both for profit and nonprofit.  While mostly white, the 150 people there were sufficiently diverse in age, race, geography, and gender to make the setting spicy.

And then there was the design. Two days of talks, interspersed with small group conversations about the talks.  The last day was in Open Space. Two conditions made for a rocky experience.  The first: all but one of the in-person speakers were older white men.  The second: with one exception, the speakers all lectured.  While well intentioned, and unquestionably from a respectful place, the talks had a quality of bringing knowledge down from on high.  The exception was a couple who shared their work and brought with them the questions they were striving to answer as part of their offering.

As the second morning started with yet another presenter, someone stood to voice his frustration.  He beat me to it by the random selection of the holder of the microphone.  The participant spoke clearly and respectfully.  He made a request that we hear from a greater diversity of people.  The conference hosts listened.  They took in challenging feedback, redesigned over a break, and invited people to self-organize around topics of interest.

No matter how well prepared you think you are, stuff happens.  Our brilliant design don’t always work as envisioned.  That’s when grace under pressure helps.

Design Suggestion

Be prepared to be surprised.  Just as practicing scales prepares the way for great jazz, knowing the rhythm and likely effects of the activities you choose equips you to meet the needs of a group in the moment.  And like jazz, working with partners when hosting a large group can enrich the experience.  Multiple sets of eyes provide more insight into a situation, along with putting a greater range of experiences and options at your finger tips.

Years ago, working with a team of four, I was virtually thrown out of a gathering by the participants of a conference that I had spent months organizing.  As I put it at the time, I was standing still in the fire and I got burnt.  Fortunately for the attendees, there were four of us holding the space.  My partners could see what was happening and made sure the needs of the group were met.

As for me, it sent me on a learning journey that led to increased capacity to listen and adapt.  I became far less dogmatic in my approach to my work with groups.  And it sure makes me compassionate when other designers and hosts experience the unexpected!


Designing for Community: Make Participant Experience Visible

Part IV

Image by David Kessler,
Image by David Kessler,

Design activities in which we meet kindred spirits, discover each other’s gifts, and learn as much as possible about what works.

I was so aware of the invisibility of the talent and experience in the room at several conferences that I’ve attended of late!  Make use of those with stories to tell.   The potential for cross-fertilization of ideas and practices is magnified when designs bring forth the richness of experience present in a group.  And assume these gems will sparkle even brighter when lit by ideas contributed by luminaries.

Benefits of inviting participants to share their experiences: it sparks ideas, encourages new connections, and identifies possible partners. It also informs new theory to be articulated out of practice.

Design Suggestions

The simplest means I know to optimize sharing is to use Open Space Technology, inviting people to self-organize around what matters to them. When the topic is abstract, like the “future of journalism” or “connecting for community” and the group isn’t a formal organization, I’ve found a few activities can provide some useful context about who’s coming and the gifts they bring before opening the space.

Sending a briefing book with bios before a gathering gives people a sense of who’s coming.  With online registration tools, it’s easy to ask registrants for a bio or to answer questions about why they’re coming or gifts that they’re bringing.  The briefing book makes great travel reading.

An effective activity I’ll do early in a gathering is a “trade fair”, in which people are invited to host a table to share their work.  It’s a fast way to discover something about what’s happening in the field. I usually set the stage in advance, asking during registration if they want to host a table.  They can bring materials, paper or electronic, to dress their space. I find this minimal structure supports self-organizing that makes visible the experiences in the room.  Participants get to see a range of examples in a fun, informal and intimate format.

Such activities help participants find connections and partners.  It can be inspiring to see what others have accomplished and can spark ideas to apply to their own work. This sort of informal sharing encourages a culture of mutual support, in which we can all benefit.

No matter what your design, it is always wise to expect the unexpected.  That is the topic of the last post of the series.


Designing for Community: Include Theory and Practice in Conference Designs

Image by David Kessler,
Image by David Kessler,

Part III

Theory and practice amplify each other’s value

Ideas stimulate new thinking.  They interrupt habitual assumptions.  Examples ground us in real life.  They give ideas form.  If we focus just on ideas, we run the risk of getting lost in abstractions.  If we just look at practical examples, we could miss seeing larger patterns that encourage innovation and the adoption of great work.

As someone who thrives on the abstract, I’ve come to appreciate that stories of what’s working bring ideas to life.  Through stories, practice informs theory.

Often, the role of luminaries is to bring new thinking — theory — to gatherings.  A few ideas can go a long ways towards influencing the work of the people attending.  Theories provide frameworks and language that can make successful practices easier to grasp.

What is less often present in gatherings is the opportunity to learn about the good work attendees are doing.  Great designs for gatherings make the most out of the gifts brought by everyone who comes.  Every group contains a range of experiences.  Some are newcomers seeking to learn about what already exists.  Others are veterans, with a myriad of stories that illuminate years of learning.  Some are theorists, pattern seekers wanting to make visible essentials of what works.  And there are pragmatists, who don’t care why something works.  They’re just focused on making good things happen. While there’s often a tension between theorists and practitioners, I find that each is enriched by the presence of the other.

Design Suggestion

Include a variety of activities.  Spend some time introducing new ideas.  Spend some time showing off work done by people who are present.  And use the majority of the time for people to interact.

If having luminaries engage with the whole group is a useful way to introduce new ideas and theories, inviting people in the room to share their work is a great way to learn through successful examples. Interactions are the glue, helping us to clarify our thoughts, connect with others, and more deeply integrate the experience.

Part II dealt with good ways to engage luminaries with the group to bring the spice of new ideas.  Open Space is a clear winner for maximizing group interactions.  Ah, but that middle activity…when you’ve got dozens of examples of great work and not necessarily skilled storytellers, what designs optimize the sharing? Next week’s post is devoted to that subject…



Designing for Community: Create a Tapestry of Ideas

Image by David Kessler,
Image by David Kessler,

Part II

Invite thought leaders with different world views so that participants benefit from a diversity of perspectives

With a center of gravity in Open Space Technology – a process that supports self-organization, it took me years of experimenting to conclude that in some circumstances a few well chosen thought leaders can add value by speaking at a gathering.  Among their benefits: they can help to frame an ambiguous question so that participants have some common reference points. They can stimulate new thinking.  And they can provide shared language around complex topics.

Too often, all, or most, of the luminaries invited to speak are older white men.  Particularly when the participation is diverse, this choice makes less and less sense.  I have been far too guilty of this in events that I’ve run!  When I recently experienced it from the other side, I noticed how much I checked out as I got more and more impatient with a homogenous world view (e.g., male, Christian-Judeo, of a similar age and largely shaped by similar world events).  Even when the topics themselves varied, the speakers began to sound alike to me. The sad part was that every one of the people chosen was wise, caring, and definitely worth hearing!  And yet I was aware of the common cultural assumptions among them all.  I longed for voices, wise voices, of people who had a different life experience.  I wanted a tapestry of perspectives that included people whose world view was radically different from my own.

Design Suggestion

When responsible for a conference design, encourage the hosting group to step back from their first thoughts of who gets to speak to the whole group and consider factors beyond the content they bring.  In addition to being thought-provoking, what’s the mix of ethnicity, gender, geography, generation, and roles among the few who are chosen?  Will participants see themselves in the mix?  Will they experience at least one view so completely different from their own that it disrupts their assumptions about how the world works?  Finding a mix that suits the purpose of coming together is an art worth cultivating.

And then there’s the coaching of the speakers, or conversation catalysts, as I’ve come to think of them.  Some have a natural gift for showing up in a co-creative partnership. Others, often among those who have been speaking for years, do it well, and yet in an environment where engagement is key, they can come across as bringing knowledge from “on high”.  I find that the more a luminary brings not just their wisdom but also their curiosity, the more alive their contribution becomes. Being curious seems to bring with it a humility that changes their relationship with a group in profoundly authentic ways.

One last point: keep it brief!  Very few people have the gift to hold attention for more than 20 minutes at a stretch.  And even those who do have a chance for a different experience when invited to assume they’ll be interacting with participants.

Since Engaging Emergence: Turning Upheaval into Opportunity came out in 2010, I have had more opportunity to experience life on the other side of the podium. As someone who has built a practice around creating welcoming conditions for others to speak, I was challenged by the expectation that I’d offer my ideas as well as engaging the people in the room.  Dissatisfied with what I was doing, my experiments got bolder.  Last year, I finally found a strategy that works for me.  And it now informs my coaching to others when they are invited to speak at conferences I host.

My breakthrough experience was a ninety minute session with a group of 200 business leaders at a management conference in Perth, Australia.  The chairs were set theatre style.  Within moments of being introduced, I invited people to take a few minutes to get out of their seats and talk to at least three people about something related to the topic (emergence in organizations) that made them curious.  I’d never done something like that at a scale of several hundred people before.  Within minutes, the room was abuzz.  And then I asked them to form clusters with others who seemed to be interested in similar questions.  When we harvested the questions, I got a taste of where to put the emphasis of my remarks. They were now actively listening through their own questions.  And they met some kindred spirits.

It worked.


Designing for Community: Luminaries and Engagement

Image by David Kessler,
Image by David Kessler,

As someone who usually hosts events for others, I was delighted to be a participant in a recent gathering on community. What a lesson I got by being on the other side of the experience!

In addition to learning about how to be a good participant when the design is done by friends, I found myself reflecting on what contributes to gatherings that:

  1. Make the most of the knowledge and experience of the people in the room;
  2. Support participants to make great connections;
  3. Bring the wisdom of luminaries – respected, deep thinkers — on whatever subject drew people together; and
  4. Deepen collective understanding of a complex topic.

Like most gatherings that have moved past lecture and panel discussion formats, this event used a combination of thought provoking speakers and small group conversations to do its work.  The final day was in Open Space so that people could self-organize around topics of interest.

A common design challenge with such gatherings is to work the tension between hearing from luminaries and engaging participants. When the mix is off, it shows up in missed expectations and at its worst, a revolt by participants.  (It didn’t go that far at this gathering, though I’ve been on the receiving end of a revolt.  But that’s another story…)

I left this conference contemplating four design choices to support the four goals I mentioned above.  They are:

I’ll say a few words about each of these ideas over the next few weeks.  Now there’s a concept: a series of short posts, rather than one long one!

Stay tuned.


The Future of Western Civilization

Now isn’t the future of our civilization a big topic!  I did an interview on February 29th with Nicholas Beecroft.  He’s been pursuing this subject by talking to a variety of people.

The questions Nicholas asked were so big that I found myself looking for simple, practical answers.

Check out my responses to:

  • How can we boost our cultural direction and self-confidence?
  • What’s your highest vision for Western Civilisation?
  • What’s the new, emerging civilisation?
  • Whats great about the current Western Civilisation which we should preserve and cherish?
  • How can we ignite a self-propagating group process to transform Western Civilisation for the better?
  • How can we evolve democracy to be deeper and more effective?
  • How can we integrate the dark, shadow side of our history so as to unlock our power and potential? Do we or anyone need to have a strategy in the traditional sense?
  • How do we best support collective intelligence, group change processes and emergence to get the best outcome?
  • How can we reorganise our large government bureaucracies for health, education, welfare etc to fully liberate the human spirit of the staff and community and to embed a learning, evolutionary system to harness global intelligence?
  • How do we create new fields of consciousness – our energetic potential into which the future will emerge- create the field of alignment and remove the obstacles and provide the support structures and allow the self-organisation to occur?

If you prefer, here’s an MP3 for download

To see a list of Nicholas’ other interviews, take a look:


See Possibilities — Turn upheaval into opportunity

So many ways to express a few ideas!

I recently published an article in Personal Excellence, a journal that reaches over half a million people.  Here’s the text:

WHAT IF YOU KNEW HOW to face challenging situations with a high likelihood of achieving breakthrough outcomes?

Image by David Kesser,

Your success becomes more likely when you clarify a vision that energizes you and helps you turn difficult, conflicted issues into transformative leaps of commitment and achievement.  By doing so, you engage the natural forces of emergent change.

All change begins with disturbance. Without disruption, there’d be no need to change. By developing a healthy relationship with disturbance, you turn resistance and denial into curiosity and creativity. Since disruption brings out strong emotions, being compassionate helps. At root, compassion means to suffer with. Compassion reminds us that we’re all in it together.

One way to engage disruption compassionately is asking possibility-oriented questions. Consider asking: Given this loss or change, what’s possible now? Asking such questions helps you generate welcoming conditions for creativity.

Engaging creatively with disruption helps you discover differences that make a difference. To maximize your creativity, generate innovative ideas, and establish new relationships, take responsibility for what you love as an act of service. This game-changing way of working liberates your heart, mind, and spirit. It calls you to pay attention to what matters most, drawing out your unique gifts and talents. Spread your wings and step up to your leadership potential.

Create welcoming conditions that provide the space to explore different perspectives. You will spark innovation, solidarity, generosity, and unexpected answers.  You will discover shared meaning or purpose that unites individual needs with those of the organization, turning us- and-them divides into a spirit of we. This shift is counter-intuitive!

If you believe that to belong, you must conform, you will sacrifice to make compromises that no one likes.  The result: feeling dissatisfied and isolated. Instead, collectively reflect, inviting unique expressions of what matters to you and to others. It generates breakthroughs containing what is vital to each and all of us.

When you face challenges, compassionately disrupt by asking possibility-oriented questions like How can we use our unique gifts to create great results? Creatively engage diverse people by inviting everyone to take responsibility for what they love as an act of service. You’ll discover differences that make a difference. Finally, wisely renew yourself and your organization by reflecting with others and acting on what matters. You will turn upheaval into opportunity.

Peggy Holman helps you create a desirable future. She is author of Engaging Emergence and coauthor of The Change Handbook (Berrett-Koehler).


Out of tragedy, hope

At the January 12th Tucson memorial for the six people killed when Representative Gabrielle Giffords and 18 others were shot, President Obama called for a more civil discourse.  His message was well received (See Obama’s Call for Civil Discourse Resonates Around the Country).

Image by David Kessler,

I watched FOX news for their response immediately after the president’s speech figuring they’d be his biggest detractors.  I was impressed, hearing not a single critical word.

The shooting in Tucson opened the door for a deeper reflection on how we treat each other.  A quiet group in Congress, the Center Aisle Caucus, is encouraging Democrats and Republications to break with custom and sit together during the upcoming State of the Union address. (See Emerson, Carnahan team up to promote civil discourse in Congress by Bill Lambrecht.)

That’s a promising beginning.  Still, civil discourse isn’t just for politicians.  If we each get involved, it could spark momentum to face the multitude of challenges that defy polarized haranguing.  It can make creative use of our differences.

It won’t be easy.  The more we know about what civil discourse looks, smells and tastes like, the more we appreciate why it matters, the more likely that, when it gets hard, we will keep working towards it.

We have some subtle challenges to overcome.  Divisive forms of discourse are embedded in our culture.  Advocacy, the basis of our political and legal system, is implicitly about win/lose.  Dialogue, which is based in inquiry and I believe is at the heart of civil discourse, calls on different skills.  And it takes practice.  It’s a muscle we haven’t exercised for far too long.

When first introduced to dialogue, I remember a light bulb moment in which I discovered that deeply listening to another wasn’t so that I could turn their heartfelt beliefs into a weapon.  I don’t recall the specific exchange.  I just remember the response when I jumped on something another said to make my case.  I hadn’t appreciated the effect my words would have on someone who made himself vulnerable by speaking his truth.  His perspective was so different from my own that I just reacted.  Had it not been for others wiser than me, the fragile beginnings of an open exchange would likely have died at that moment.

Years later, I appreciate the value of listening to understand, of bringing compassion – “suffering with” – as I interact with others.  And I have learned that creative interactions can lead to innovative and lasting answers that serve us all.  Further, they contain aspects of what each of us brings to the situation.  If I listen for deeper truths – shared values often hidden within our differences – I can help us uncover breakthrough insights and actions.

Today I pay attention to people different from me trusting that even when I’m offended, I can find some kernel of wisdom at the heart of their message.  Further, when married with my own deep needs and those of others, wise, resilient answers emerge.

That belief has changed how I interact with others.  It requires me to listen creatively no matter how a message is delivered.  Because we are human, I know that some point of connection exists.  It’s up to me to seek it, even when pissed off, hurt, or triggered in some way.

The practices for engaging emergencepreparing oneself, hosting others, stepping up and stepping in, and doing it again – equip us to get involved and influence others.  The more internalized the principles of welcoming disturbance, seeking meaning, pioneering, encouraging random encounters, and simplifying, the more promising the outcomes.

Civil discourse is a pathway to addressing complex challenges because we need each other to find answers none of us can discover on our own. Creativity lives on the edges where unexpected connections occur.  If we want a vibrant economy that provides good jobs, a healthy environment, excellent schools, and strong relationships with neighbors across the street and around the world, we need each other.  In fact without each other, it is impossible to create the kind of democracy that, as President Obama said, “is as good as [nine year old] Christina[-Taylor Green] imagined it.”

So what are we waiting for?

Let’s talk.