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Lean + Bootcamp Workout for A Social Impact Project

14/3/2014

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I attended a Lean Impact Workshop by Leanne Pittsford of Start Somewhere where we used the Javelin Board to practice the Lean method on a social impact project. 

Within an afternoon, we identified a problem with customers (as distinguished from problems without customers that are not as ideal for a lean business!), tested assumptions with customers and pitched a prototype idea with potential customers.  

The most valuable parts were: 
  • thinking with a diverse group of people about how to apply the Lean method: who is the customer, what does the customer need, what is the riskiest assumption and determining what assumption to test 
  • applying Leanne Pittsford's  method to build lean tests by getting clear on vision (belief), mission (what you want to do), strategies (how will you do it) and goals (specific what you want to do). 

Lean Workout: A Prototype

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I designed this Lean Workout by hacking exercises from Eugene Eric Kim's Changemaker Bootcamp Watercooler* and Leanne Pittsford's Lean for Social Good workshop. This Lean Workout was a prototype to see how these two approaches might complement each other in order to accelerate social impact.   

Renee Frissen (right) and I prototyped the Lean Workout with our social impact projects.  Renee founded a Netherlands-based social enterprise Social Tech and I kickstarted OpenQRS.  Erin Beitel (left), a rockstar Teach for America alum, budding digital diva and OpenQRS team member facilitated the Lean Workout.


Why A Lean Workout? 

Prototyping favors action over perfection. The goal is learning- even if it results in the "failure" of an idea. I learned about prototypes and human-centered design working on the product development team for two ehealth startups with David Karshmer who led IDEO's health care practice in the 90s. A rough prototype tested with real customers offers a rapid way to disprove bad ideas in order to get to great ideas faster. We tested every idea immediately with customers in order to iteratively design our product/service offerings.  The Lean method applies this rapid learning approach rigorously.  

I love the premise of Eugene Eric Kim's Changemaker Bootcamp: preparing for effective collaboration is akin to sports training and results from practice!  The Bootcamp workout model aligns with my sense of how to effectively build the capacity and skills for sustainable leadership, collaboration, and rigorous learning.  It struck me that the Bootcamp workout model might also lend itself well to learning-through-applying the Lean approach for social entrepreneurial problem solving.  

In the Lean for Social Good workshop, we didn't have a chance to apply the Lean method to our own initiatives.  I was curious to test how the approach would work if two social enterprise teams paired to work through the Lean method on their respective initiatives. My hypothesis was that having people external to one's project join in this thought process would yield better results, faster.  

  1. How does the Lean method work when two companies pair up to apply Lean to their businesses
  2. How does the Lean method work when applied to a social impact project?  What are the edge of its usefulness?  
  • Many social impact projects have multiple customers (those that pay and those that benefit may or may not be the same).  How does that alter the model? 
  • Lean is predicated on an environment where risk is possible and failure can be afforded.  Many social impact projects are risk averse due to funding concerns and/or sensitive issues.  How does this culture difference influence the application of lean in these organizations/contexts?

Our Lean Workout

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After a quick check in, we did some workouts on our respective projects. 

{Workout #1 Check In: presence, shared understanding}

I shared the OpenQRS story then presented the vision (belief), mission (what you want to do), strategies (how will you do it) and goals (specific what you want to do). 

{Workout #2 Listening: presentation skills; listening}

We adapted the 100 Question Workout from the Changemaker Bootcamp.  15 minutes of rapid fire question generation. One question per post it.   The questions revealed the gaps in storytelling, surfaced assumptions, forced clarity and generated new thinking about the project. 

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Then, we clustered the questions into themes. OpenQRS will use these questions as prompts for blog posts next month. 

{Workout #3 Asking Generative Questions: listening, synthesizing, critical and creative thinking}

We ended with a Q&A to get answers needed for feedback to refine the vision, mission, strategies and goals. Then we switched projects and we did a repeat of the same workout for Renee's.  


{Workout #4 Dialogue: listening, synthesizing, responding in real time}

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While it was still fresh, we put Renee's project through the Javelin Board.  We discovered that her multi-prong approach to move forward meant that she had multiple potential customers.  A common feature of social impact projects is that the beneficiary is not always the same person who pays. Both are customers. Teasing out the different potential customers to determine a lean test was a great learning process. 

{Workout #5 Javelin: clarifying, refining, designing tests, getting out of the building, talking with customers}

Ongoing Practice: Lean Workouts  

Consistent with the Changemaker Bootcamp model that emphasizes these skills benefit from regular practice. Renee and I will continue our Lean Workouts in weekly check ins.  

Here is our weekly Lean Workout Agenda:
Check In 
1. My greatest success/win from last week:
2. My priority for the week is _____
3. My most inspiring moment last week was ______
4. Here's what I'm struggling with ______
5. _______ is on my 1 month horizon 
6. _______ is on my 3-6 month horizon 
7. Lean test from last week report back
8. Lean test for this week
9. (optional) My topic for 15 min brainstorm/open issue discussion

If requested, clarifying questions & reflections. 
Listener jots notes for the speaker.  
Repeat.


Key Learnings from our Lean Workout Process:

  • The 100 Question Workout was a high yield activity and a highlight of the day. (Thanks Eugene for sharing it and Changemaker Bootcamp Alum Eugene Chan for telling me about it!)
  • An external partner in this process surfaces assumptions and forces the implicit to be explicit
  • Helping the other enterprise provides the opportunity for great insights on one's own project even when the businesses are completely different!
  • A 3rd party process facilitator keeps the flow and provides a fresh perspective

Ideas for Future Iterations: 
  • Add a 5 minute reflective discussion just after the pitch. The listeners "sensemake" what they heard immediately after the pitch. The speaker listens to how the listeners understood the project: the way they talk about it, what words stuck, what things were unclear and learn from the gaps, questions, interpretations. (Renee's suggestion- great idea!)
  • Prompt participants to maintain a "cross learning" notebook/paper to jot down reflections for their project as they work on the other project.  Alternatively, build 3 min reflection breaks after each workout to capture ideas/lateral thinking from working on your own/the other project. 

Lean Learnings:

  • Clarified use of the Javelin Board
  • Identified the multiple customers for a social impact project
  • Trimmed the project to its bare essentials to an MVP that can be tested iteratively
  • Surfaced critical riskiest assumptions that narrowed the focus for MVP testing

Acknowledgements/Resources

Here is our full agenda including our notes from the Lean for Social Good Summit (These are unedited and may include Dutch and English).

Grateful to Eugene and Leanne who inspired this Lean Workout!  For more in depth resources, please follow up with Leanne Pittsford of Start Somewhere and Eugene Eric Kim of the Changemaker Bootcamp and Faster than 20. 

*Disclaimer: I've not participated in the Changemaker Bootcamp. These activities reflect my interpretations of exercises from the Changemaker Bootcamp Watercooler.  


Have you done something similar?  I would love to hear your thoughts on this approach.
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Mentoring Moment: The Art of Animating

11/3/2014

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A recent mentoring conversation with a beginner in the art of facilitation prompted this post of things that I think about when I facilitate.   I love the expression that my French friends use "to animate".  A facilitator's role can range from being more of a mediator working invisibly to being more of an animator applying one's unique, dynamic energy to create a container for participants to discover their role as heroes of the unfolding experience.  An effective facilitator of a meeting- keeping focus/time, moderating participation and achieving objectives - falls somewhere in the middle.  

Each person brings uniqueness to the role; each situation invites different ways of being. Building capacity for facilitation is a practice.  The art is knowing what is optimal for the context and having the flexibility to improvise across the spectrum in the moment!
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1. A Learner's Mindset

Facilitation is a skill. Skills are best practiced over time with a learning approach.  I like to identify the one or two skills that I want to focus on in an event that I am facilitating.  Knowing what I want to practice heightens my attention, then I practice it and solicit feedback on that specific task as well as generally so that I develop deeper awareness of both strengths and weaknesses.  Culturally, some people focus too much on strengths and others too much on weaknesses.  

True self awareness sees both as they are.  Hone your strengths and grow your skills around your weaknesses.  Even as you become more experienced, seek feedback as if you were beginner.  Meng's book on Google's program for emotional intelligence development, Search Inside Yourself, provides useful tools to cultivate these skills.  


2. The Prep/Setup

Attending to the physical space is one of those invisible acts that yields great benefits. Here are prompts: 
  • how will the physical space support the intended flow of the event?
  • what will people be looking at (your back/peoples' backs or everyone's faces)
  • how does the space support or inhibit engagement/participation?
  • how will people feel in the space? 
  • what is the shape of the table (e.g. in mediation, we prefer round whenever possible to get over the "idea" of sides), how are the chairs arranged (e.g. if no round table, we seat "opposing parties" on the same side of the table to physically remove an adversarial stance).  

Preparing the flow of an event is crucial.  When I create an experience for people, I consider: 
  • how will people engage with convener, facilitator and each other? 
  • what will be everyone's first shared experience?
  • how does the agenda fit with and/or respond to the people in the room? 
  • what support will people need to fully engage (trust building, food, bio breaks, reflection time, social interaction to enhance/solidify content, scaffolded experience)? 
  • how flexible is the schedule to accommodate the unpredictable?
  • how can we design the flow to yield the desired participant experience?
  • what design of processes/methods will yield the desired outcomes for the event?

Designing what methods/processes to apply is an art and craft that benefits from experimentation, success, failure, spontaneous adaptation, curiosity and flexibility.  

For discussion on these topics, I suggest browsing the Changemaker Bootcamp Watercooler: "space physics", "group physics" and "designing engagement." 


3. The Start

Creating a container that begins with a clear start and a conscious close is powerful. The start creates our first shared experience, it sets the tone and supports shared understanding about our goals (Outcomes), what we'll do to get there (Agenda) and how we would like to engage with each other (what people often refer to as group agreements/ground rules, though I call party favors, see below.)  

I like to ask people as they introduce themselves to answer the question: "what do you hope to get out of today?" and record responses on a flip chart.  This participant generated list sets shared expectations from the outset, serves as a guide for me. and provides a reference to check at the close.  

The Ariel Group proposes a 4 question check in that asks: How are you feeling? What percentage are you present? What is keeping you from being 100% present? What do you hope to get out of ____? and closing with a round of "Aha Moments".   


How are you feeling?  
What percent are you present? 
What's keeping you from being 100% present?  
What do you hope to get out of ______?
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Eugene Eric Kim offers excellent insights on The Art of the Start when creating containers for collaboration and provides more in depth resources for building capacity to facilitate collaboration at Faster Than 20.


4. The Container 

I follow these key points from Angeles Arrien to create a container whether it is a design/product workshop for creative problem solving or a mediation to resolve a conflict. 

A) What will people need to maintain sufficiency?

What do people need to be fully present and engaged?  Attending to this means orienting people to the space (logistically, e.g. bathrooms, fire exits, etc), to the day (e.g. bio breaks, etc) and to the content (e.g. schedule, etc).  It necessitates understanding what "safety" people need to participate fully; often called group agreements (or ground rules), I prefer to call these "Party Favors." I share my basic list then invite people to add any others that they need to participate fully in the experience. 

My basic list includes: 
  • cultivate curiosity (ask questions, allow emergence, think different)
  • radical respect (courage to speak, humility to listen)
  • build on the ideas of others (encourage WILD ideas, have fun)
  
B) What can be used to facilitate shared understanding?

When I address shared understanding, I think about it both as something verbal and something visual. Having someone who can be a "scribe" to record notes, or better yet, a visual notetaker, who can make beautiful picture-filled notes, helps participants know that they have been heard. 

The main areas that I attend to for shared understanding that include a visual component: 
  1. Why we are here: Goals/Outcomes  
  2. Where we are going: Agenda
  3. Perspectives: document what people say, ideas shared, draw pictures to create shared meaning
  4. Artifacts: If one does a good job of taking notes during an event, then these become artifacts for future conversations. 

C) Host Different Points of View

We are increasingly in environments of preference-philia- a homogeneity that diminishes our capacity to host different points of view.  Here are a couple of tips/tools for supporting the expression of diverse views. 

  1. Conversational Justice: when developing an exercise, time structured segments that require each person to participate and that afford each person the same amount of time to participate can provide conversational justice.  This forces participation by quieter people and limits the time of people who might tend to dominate a discussion.
      
  2. Participatory Engagement: engaging people who might be reluctant to speak in a larger group can be done by breaking into smaller groups that enable more participation. Alternatively, an activity in silence ensures that everyone participates or providing everyone with sticky notes and asking questions of a large group but each person has to answer on a sticky note.

  3. Lateral Decision Making: adopting approaches to differing views that allow everyone to look in the same direction at the same time can be powerful.  Edward De Bono's Six Thinking Hats introduces this model that works effectively and efficiently for inclusive, participatory discussions.  See under "Read More" for a version of this method that I adapted and applied for clinical decisions.

  4. Scaffold the Experience: easing people into sharing their views through a staged process can help people to feel comfortable when an issue may be threatening. One effective model that I have used starts with:
  • me (silent/my perspective) 
  • me with you (silent/I look at what you wrote)
  • me (silent/reflect on my perspective informed by seeing yours)
  • you with me (silent/I look at what your wrote and ask/build on it)
  • us (engage in dialogue openly)

D) Hold the Creative Tension 

In addition to hosting different views, one needs to be able to sit with the views in opposition- to lean into the uncertain space.  In a world that rushes to solutions, the facilitator's role is to allow a solution to elude long enough for great ideas to emerge.  This may mean: Sit in the Messiness.  Change the Frame.  Go for a Walk in Nature.  Visit a Toy Store.  Think Different. Most of all, cultivate the capacity for uncertainty. 

At the 2008 World Forum on Facing Violence: Justice, Ethics & Conflict Resolution, Mark Gerzon promised to "Keep it warm, but not too hot;" his book, Leading through Conflict is a favorite resource on building this capacity to hold the creative tension.  

Another favorite is John O'Neil's Leadership Aikido. Building this capacity takes practice.  Each person's journey is unique. I shared insights from my learnings building this capacity for mediation in Passive Participation in Conflict and a chapter on clinical ethics mediation. 



5. The Close

Whether it is a check out, sharing "aha moments" or "jazz hands" moments, or making commitments to action, the act of consciously closing the container strengthens the power of the space created.  



6. The Learning Loop

For the facilitator, the end comes after the learning loop.  At the beginning, we set out our learning goals.  At the end, we need to get feedback on our practice. 

I prefer to do a learning loop by:
  • learner shares what went well
  • learner shares what could be done differently next time 
  • peers:  external people can share their perspectives, ideally in a feedback sandwich:
    positive - growth opportunity - positive.  Feedback needs to include concrete examples fand specific explanations of why it was positive and/or a growth opportunity. 
  • participant group (probably via email): provide feedback
  • learner integrates self-assessment and feedback into a refined understanding of his/her abilities
  • learner identifies new skills for revised learning goals at next experience

Facilitation requires practice of skills as well as the process.  By evaluating participants' feedback and achieved outcomes, a facilitator can assess whether the methods selected were appropriate for the participant's experience and if the process yielded the desired outcomes.  (double learning loop)


On a learning loop note, I would love to hear from you about whether this post is helpful.  Comments, questions and additional resources welcome!  
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Habits for Communicating Across Difference: Speaking to be Heard [3 of 3]

9/3/2014

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Last post in a series recapping a workshop on Habits for Communicating Across Difference at UnCollege, a revolutionary gap year program for self-directed learning founded by Thiel Fellow and education changemaker Dale Stephens. 
The 7 Habits I propose:
1.  Meditate
2. Listening to Oneself
3. Listening to Understand Layers

4. Know Oneself 
5. Celebrate Differences

6. Speaking in order to be Heard
7. [your own habit]






... What are yours?

Habit 6: Speaking in order to be Heard

Goal: Speak in a way that others can hear

Skills:
  • To know what you want the listener to do, feel and understand
  • To be congruent by aligning your layers  
  • To be prepared with SCARF

First and foremost, if the other person has shared/spoken first, then it is essential to fully acknowledge what they have said so the person is "primed" to listen to you.  [See the first post, especially Habit 3]

Speaking in order to be Heard

A key aspect of speaking in order to be heard is focusing intently on the listener.  It's not about what I want to say, it's about what will the listener hear?  How can I accomplish my goal to be heard most effectively?  

1. Be Clear on the Message
This means that I need to know what I want the listener to do, feel and understand. (1) It may help to identify 2-3 key points and how they can be illustrated.  Then I think about how to communicate that so that the message can be heard.  I start with each of the layers from Habit 3 and make them congruent to deliver the message that I want to convey.  What's the data that I'm sharing, what emotions do I have and how am I expressing them (explicitly/indirectly), what interests/needs/values are involved, what part of my identity may be at stake and how am I managing that in this conversation. [See Habit 3]

2. Prepare, then Be Present
When I speak about an issue where I may encounter differing perspectives, I've found meditation helpful [See Habit 1], because effective communication hinges upon the ability to respond well.  Thinking analytically prepares me only so much- being fully present in the moment is priceless! 

3. Know Common Triggers & Recovery Tactics
Deepening awareness with common sources of conflict [Habit 5/6] enables me to know what issues might trigger other people.  When a difficult issues arises, I endeavor to keep focused on the problem, not the person. Even when a person may appear to be intertwined with an issue, look for ways to separate the person from the problem. (2)  

If things feels shaky, one method that I find helpful is to refocus on mutual respect and mutual purpose. (3)  Then I pay attention to language stripping judgements and interpretations from what I say and focusing on objective language.  [Habit 2] 

4. Engage with Generative Questions 
Approach difference with questions that can be answered together is a way to generate dialogue.  Even seemingly "stupid questions" about the obvious enable shared meaning and shared understanding around language that we assume to share-- yet rarely do.  

Try this: next time you are out with a group of people; ask each person to share what "respect" means to them and how it is demonstrated.  The diversity of responses may surprise you on this word that is so often something that we assume to have shared meaning. 

Additional generative questions resources: strategic questioning manual by Fran Peavey (via Seb Paquet), art of questioning workshop by Oscar Brenifier, and asking generative questions (via Eugene Eric Kim). 

5. Bring SCARF When Needed
There are common issues that may trigger someone; remember the SCARF: Status, Certainty, Autonomy, Relationship, Fairness.  These are core identity-related issues that may prompt strong reactions when they are perceived to be threatened.  Here are some tips for how to navigate them:  

Trigger


Status

Response

People will have strong reactions when something that is said threatens their perceived "status" in a setting.

Strategy to be Heard

Be aware of different types of status - social, familial, professional and be mindful of how what one says may  threaten a person's status. 



Certainty


Many people need to have strong sense of things being certain.  For example, religion and science are two things that give people a sense of certainty.  
Minimize uncertainty, which can be done by clarifying what is not at issue at the same time as what one says.  



Autonomy


Many people have a desire to determine their own direction and to have a sense of control over what they are doing and what happens to them.
Maximize a person's sense of self determination  



Relatedness


Our need to be connected with others is powerful. Who is in and who is critical. When this status is threatened, it can trigger people. 
Fostering connections between people who may perceive themselves to be different can help to overcome relatedness barriers.



Fairness


Unfair exchanges result in a strong threat responses and can limit empathy.
Increase transparency, increase communication, set clear expectations at the outset to mitigate fairness.

Do the SCARF topics seem familiar? Most are reflect in the Habit 4 values continua. Status/Relatedness fall under Social Structure; Certainty/Autonomy fall under Power;   

Navigating an Ask

For many people, one of the hardest parts of speaking may be when one has an "ask."  Here are a couple of thoughts on preparing for a conversation with a request.  

1. Ask versus Demand

Many people wait until in a perilous situation to ask for assistance; this context can make an ask into a thinly veiled demand, because the high stakes decrease the other person's ability to say "no" without risking the relationship.  To break this cycle, tease "hidden demands" out of one's ask.  A simple test: when "no" is not an OK answer, then you aren't making an ask, you are making a hidden demand. 

2. Invite Brainstorm

Express your need/want and invite others to brainstorm with you on potential solutions.  By focusing on what is needed rather than on an initially identified or preferred solution, everyone has the opportunity to identify solutions.  This may generate more ideas than initially considered as well as more buy in from people who participate in generating ideas. 

Responding to Requests

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In Action

After the workshop, a Fellow asked: "What did you mean when you said that a person's Myers-Brigg profile would change?  I'm an INTJ. It fits me exactly. I'm not going to change."  

I took a deep breath. [Habit 1]  I could hear tension in the Fellow's voice, [Habit 3] and I thought about SCARF [Habit 6]- what might have been triggered?  I reflected on what I heard-- a threat to status, as an NTJ; perhaps a challenge to certainty, because if how he understood himself was variable, it might alter his sense of certainty about his place in the world. [Habit 3] and if on the continuum [Habit 4-5],   he has high uncertainty avoidance, this kind of change could be perceived as very threatening. 

I endeavored to model empathy poker.  "When I said, 'a person's Myers-Brigg preference profile might, and likely would, change over time,' I'm wondering if you may have felt distressed or uneasy," I paused to look for affirmation from the Fellow, he nodded. Then I continued "because it sounds as though you have found comfort in the self-understanding that the Myers-Brigg affords you?" He nodded.  So let's put this experience in the context of providing self-care, I imagine the internal dialogue might have sounded like this: "When Kate commented that 'a person's Myers-Briggs profile might change,'  I felt anxious, because my need for certainty about how I engage with the world was challenged. I acknowledge that I value this tool because it gives me a sense of clarity about myself and how I fit in the world.  It's OK if Kate has a different view on the tool, because I am comfortable with the tool."  [Habit 2] "Yes." 

As the fellow's voice and body relaxed, we began an enriching and expanding conversation about our different perspectives on the Myers-Brigg.  We discussed how one can use a framework such as the Myers-Brigg and the conflict continuas as a tool for building skills to communicate across difference, because ultimately, we want to be able to reach other people- to connect, to share ideas- and if we consider where we are on the continuum [Habit 4], then we can learn how to communicate with people who fall on a different end of the spectrum.  [Habit 5]. When one learns how to notice one's reaction and apply these techniques, it opens the possibility to learn about differing views without being defended and defensive when discussing topics that challenge one's beliefs, experiences, views and values.  


Habit 7: [Your Own Habit]

Everyone is different and understanding your own communication style and the habits that you need to develop in order to communicate effectively are personal- that's the art of communication.   To emphasize the importance of focusing on this personal approach, the last "habit" was left open for participants to identify and share their unique strategies for communicating effectively across difference.  

Additional habits identified from fellows and some that I have gathered from colleagues include:
  • Listening with One's Eyes: 
            - Paying attention to non-verbal cues from body language, hand movements, eye contact, etc.
  • Listening for What is Not Said
  • Playing Music Together
             -  Making music together creates shared communication not dependent on language
  •  ... 
I would love to hear your favorite habit for communicating effectively across difference.  Please share your habit for communicating across difference in the comments!

References/Resources

1. Creating Engaging Presentations, Ariel Group Interact Blog. 
2. Getting to Yes by Roger Fisher and WIlliam Ury.
3. Crucial Conversations by Kerry Patterson, Joseph Grenny, Ron McMillan and Al Switzler
4. SCARF: a brain-based model for collaborating with and influencing others, NeuroLeadership Journal by David Rock.
5. High Performance Communication, Ed Batista.
6. Power of Positive No by William Ury.
7. Strategic Questioning Manual by Fran Peavey (via Seb Paquet)
8, Groupaya's Asking Generative Questions (via Eugene Eric Kim)

Post 1 [Habit 1, 2, 3]               |      Post 2 [Habit 4, 5]             |       Post 3 [Habit 6, 7]

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Habits for Communicating Across Difference: Celebrating  [2 of 3]

8/3/2014

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This is the second of three posts about a workshop: 7 Habits for Communicating Across Difference at UnCollege, the revolutionary gap year program for self-directed learning founded by Thiel Fellow and education changemaker Dale Stephens. 
The 7 Habits I propose:
1.  Meditate
2. Listening to Oneself
3. Listening to Understand Layers

4. Know Oneself  
5. Celebrate Differences

6. Speaking in order to be Heard
7. [your own habit]






... What are yours?

Habit 4: Know Oneself

Goal:  Know Your "Continuum of Conflict" Profile

Skills: 
  • To develop awareness about the continuum of values that often lead to conflict
  • To know where one falls on each continuum
  • To understand how to recognize these common differences between individuals
  • To develop awareness to look for diversity among individuals even within "stereotypical groups"
  • To cultivate a vocabulary to celebrate differences

Cultivating Cultural Humility

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How does your environment/experience influence your perspective?  Are the bold vertical lines the same or different lengths?

(a) People acculturated to perspective see the right-hand line as longer than the left.

(b) As background lines do not suggest a perspective, one can see the lines are the same length.[1]

Identifying Points of Variation around Common Subjects: The Continua of Conflict

  1. Variations around Social Structure
  2. Variations around Time
  3. Variations around Power
  4. Variations around Communication Style
  5. Variations around Information and Decisions
Many core values and beliefs fall on a continuum; several of these continua are common sources of conflict.  These continua provide an opportunity to determine one's preferences and style. To know oneself is the first step to cultivating the capacity to recognize when and where diverging perspectives may arise around everyday issues.  Applying this skill to familiar aspects of daily life, one develops “cultural humility.”  

By looking at the many ways that individuals vary even within a group, it is possible to see beyond “stereotypes."  The ability to ask questions with open-hearted curiosity about what things mean to another person affording the opportunity to become an explorer in the adventure of everyday life. See "Read More" for full set of continuum of conflict.
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Habit 5: Communicate Across Differences

Goal:  Communicate Across Differences

Skills: 
  • To acknowledge differences 
  • To bridge differences by normalizing different perspectives 
  • To connect from difference to common ground
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References/Resources

[1] Whitehouse, Roger. The Uniqueness of Individual Perception, in Information Design, ed. Jacobsen, R. MIT Press, 1999.
[2] Continuum of Conflict adapted from: Avruch K, Culture & Conflict Resolution, United States Institute of Peace Press, 1998.  Chew PK, The Conflict & Culture Reader, NYU Press 2001.  LeBaron M, Bridging Cultural Conflicts, Jossey-Bass Press, 2003.  "Mapping Cultures: Strategies for Effective Intercultural Negotiations" in Second Tractk/Citizens' Diplomacy, edited by J. Davies and E. Kaufman.  Lanham, MD: Rowman & Littlefield Publishers, Inc.: 149-160.  Moore, C.W. and Peter Woodrow. 2002. As well as Myers-Briggs Literature. 

Post 1 [Habit 1, 2, 3]               |      Post 2 [Habit 4, 5]             |       Post 3 [Habit 6, 7]


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Habits for Communicating Across Difference: Listening  [1 of 3]

7/3/2014

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January kicked off with a return visit to UnCollege, the revolutionary gap year program for self-directed learning founded by Thiel Fellow and education changemaker Dale Stephens. UnCollege offers a mentored environment for Fellows to pursue their own learning goals.  As someone who self-designed a "masters" in leadership, ethics and conflict resolution in the School of Life and who designed my own major in college, I appreciate UnCollege's model to advance and legitimize self-directed learning. 
To align with UnCollege's weekly theme of "Habits," the workshop introduced "7 Habits for Communicating Across Difference."  Facilitating the workshop was a delightful opportunity to learn with UnCollege's engaged, curious and highly motivated Fellows. 
The 7 Habits I proposed:
1.  Meditate
2. Listening to Oneself
3. Listening to Understand Layers

4. Know Oneself  
5. Celebrate Differences

6. Speaking in order to be Heard
7. [your own habit]







... What are yours?

Habit 1: Meditate

Goal: Meditate in order to develop awareness of your thoughts 

Skills:
  • To develop awareness of your thoughts and notice when your mind wanders
  • To observe the thoughts (reactions, judgements, ideas) in your mind
  • To concentrate on specific thoughts and to (re)focus your wandering mind
  • To grow your ability to "mind the gap" - the moment between a stimulus and your response 
  • To generate insight, compassionate responses and wise action in the "gap"
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When I learned to meditate and began practicing it daily, I began to be able to hear the noise of my mind.  to notice my reactions that interfered with my ability to actually listen effectively.   My first meditation teacher, Ingen Breen, explained, "with meditation one cultivates the ability to "mind the gap" - the moment between a stimulus and our response to it.  As we deepen our practice, we are able to widen the gap and instead of reacting unconsciously, we gain the ability to respond intentionally."  Once I learned to hear my "noise, I was able to concentrate on filtering it out in order to truly listen to another person. 

When I mention meditation, people often say, "Oh, I can't do that.  My mind goes everywhere." Several meditation teachers have offered the insight that there are many types of meditation; one purpose of meditation is to cultivate awareness of one's thoughts, which doesn't mean to have no thoughts, rather it means to be aware of the mind as it "goes everywhere."  Simply watch the thoughts and come back to one's breath. With that in mind, the workshop began with two minutes of silence following a simple prompt: "Breathing in I am aware I am breathing in, breathing out I am aware I am breathing out. In, Out."  

We ended with a quick debrief about the experience.  
One fellow reflected, "I had to catch my mind from wandering about 20 times." To which, I replied, "Bravo! Most people don't even notice their mind wandering. You noticed it 20 times- that's advanced!" 

Here's a short, fun and practical video introduction on how to meditate for a moment- it even provides a chance to practice for 1 minute. 


Did you catch your mind wandering during the minute of silence? 


from Buddha Station
What other practices do you use to quiet your mind? to develop awareness of your thoughts? 



Habit 2: Listening to Oneself

Goal:  Listen to oneself in order to be able to listen deeply to others
 
Skills:
  • To develop awareness of your inner dialogue (judgments, feelings, needs, interests)
  • To recognize your feelings and needs
  • To acknowledge your feelings and to meet your needs
  • To be prepared to listen to others without your feelings, needs, thoughts getting in the way
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The second habit is what to do with the "noise" that begins when you hear your mind.  I have found the application of the Non Violent Communication (NVC) model effective for self-care.  Applied to oneself*, NVC is a powerful tool for cultivating self awareness and emotional reliance.  

The first step is to distinguish between an observation and judgments.  Our ability to interpret is infinite and often embedded.  Slowing our responses down enough to simply address what is observed (seen/heard) unencumbered by the meaning we attribute to it is a skill that takes practice.  Once we identify what triggered a reaction, we can uncode our response.  We have to learn to strip away the judgments and interpretations to only the objective information, when I see "x" or when I hear "y."  

The next two steps require developing the skills to recognize and unpack one's reaction to triggers.  I didn't know that I had a limited feeling vocabulary until I attended an NVC workshop on race, class and gender.  The instructor read "highly charged" statements aloud and we had to go to stand next to "feeling words" that were scattered around the room.  Even with only the basics of mad, glad, sad, bad and scared, it was a challenging exercise.  So began my journey in emotional language literacy; the feelings list included below under "Read More" helped immensely to grow my emotions vocabulary. 
 
My initial reaction to the step of identifying one's needs was "pfff."  In health professions though our work centers around helping/serving others in great need, the clinical culture often supports denial of one's own needs and often a distain/rejection of 'neediness' expressed by others, except one's patients, of course.  What I hadn't realized until I learned to identify my needs and address them myself was how much I relied on and subconsciously imposed on others to meet my needs. [My apologies all!] Learning this step was empowering and liberating. See the needs list included below under "Read More."

The last step is a request.  When this model is applied to oneself*, one asks how can I meet this need for myself.  I share this NVC framework for self-care and as a tool to develop resilience and empowerment with the ability to acknowledge and meet one's own needs.  

*I share the NVC model with the caveat that, there are cultural values embedded within it. Particularly with regard to the emphasis on "I" statements, which may not translate to cultures grounded in more communitarian concepts of self.  As well, when the NVC model is unskillfully applied on others, it can be quite violent.  Thus, I share this as a tool to be applied only with oneself. 

Habit 3: Listening to Understand Layers

Goal: Listen to understand another

Skills:
  • To learn the 4 parts of listening to understand
  • To know what layers to listen for 
  • To respond to and acknowledge each layer
Listening seemed easy until I actually started to pay attention to it. Then, I discovered, it's an art.  I have learned different techniques for listening, but it wasn't until I started meditating that I became aware of noise in my head that often gets in the way of listening to others (see Habit 1).  Then I learned to quiet my noise with the NVC model (see Habit 2) and fully show up to listen to another person. 

A common element among different listening techniques (active listening, reflective listening, empathic listening) is emphasis that listening is an active verb.  Listening is bi-directional; it requires engagement by both parties.  Listening necessitates more than passively hearing the other person. It is completed by the listener reflecting back what is understood from what has been said.
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I serve as a volunteer mediator for the San Francisco Police Department's Office of Citizen Complaints.  Unlike traditional mediation that results in a contractual agreement, our goal is to foster "understanding", which, at times, can feel unclear as a final outcome.  Understanding does not require agreement on the facts; it means to acknowledge what another person experienced even if your view of the same situation differs. In these mediations sometimes if it hard to know when we've achieved "understanding."  A few years ago, I created this framework: a four part process of Listening to Understand- our goal for that mediation process.  When communication breaks down in any situation, this model may be helpful to check back and acknowledge each of the four steps.  

Now that my mind is quiet, what am I listening for?  

When I listen, I am paying attention to layers.  Just as an iceberg has the visible tip with 80% beneath, so I find it is also with language.  People's stories- narrative, details, facts- reveal only about 20% of what is really going on. To listen effectively, one needs to develop the skills to hear the other 80%.  When you are able to reflect 100% of the "message" back to a person, s/he will feel heard. Interestingly, often, it's less about the 20% that a person says and much more important to reflect the unspoken 80% for a person to feel truly heard.

So, let's give your ears some hooks to grab onto as the stream of words flow at you. 

Listening for Layers

  • Data (details, facts, what happened)

  • Feelings (emotions, verbal and non-verbal cues) 


  • Needs (values, concerns, interests)


  • Identity (core sense of self)
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Original image by Uwe Kils, Wiska Bodo CC-BY-SA-3.0 
via Wikimedia Commons 
First, the data layer- that's what's in plain sight; what a person says, the facts, details. Data focuses on the observation- "what happened" removing judgement and interpretive language as much as possible. Repeating data back may be particularly important for some people to know that you listened, but it is rarely where you will find what needs to be reflected for a person to feel "understood."

The feelings layer surfaces emotions, which may be expressed directly by feeling words; beware, people tend to use the expression "I feel" followed by words that are not emotions. (see feelings list below under "read more"). Often, feelings can be "heard" in other ways.  Tone, pitch, pace may offer clues about someone's emotions.  Body language, including if a person leans forward (engaged) or sits back stiffly with arms folded (closed), may reveal a person's feelings.  

The needs/interests layer surfaces what is really going on.  Here, I am listening for core needs/values. (see needs list below under read more) as well as unspoken concerns and underlying interests.  The negotiation classic Getting to Yes introduced the concept to "focus on interests, not positions." People say they want X (position), but it's because they need Y (interest). There may be other ways to achieve Y, but all they may say is "we want X."  
A classic example of this is Tim and Tory, two siblings, fighting over the last orange in the kitchen.  One parent says, "Stop fighting, we'll split it and you each get half."  Both kids start to cry. The other parent asks why Tim wants the orange? "I need the peel for a cake I'm baking."  Then asks Tory why she wants the orange? "I just got back from soccer and I'm starving."  
When I listen for interests, I am listening past what is said explicitly to understand what the person's real concerns and needs are. When I am not sure, I'll test my assumptions, ask stupid questions, and probe gently to uncover the person's underlying interests.    

Finally, while it may not always come up, when it does, the identity layer is the deep part of the iceberg that could sink the ship, or conversation, in this case. Our identity is the essence of who we are and how we understand ourselves in the world. Addressing someone's identity that may be threatened in a conversation is critical for people to feel understood and safe.  When a person's identity is threatened, they may respond with very strong emotions. Identity may surface as being a good person, a good friend (family: mother/father, daughter/son, brother/sister), a good worker (coworker, employee, boss), a good ____ (doctor, plumber, designer) ... Tip: Identity issues may be triggered around how people to relate to the topics addressed in Habit 5.

Reflecting Understanding

Once you hear layers, you need to reflect back your understanding.  Here are some suggested methods; different techniques that can be applied to each layer.
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Tip for reflecting emotions: It can be jarring to have someone "tell" you how you feel, so I find it's better to use a direct quote, e.g. "You said you feel 'quote word'."  Mirroring the exact emotion word often helps a person to feel heard because we often have subtly different connotations with words. Note: Paraphrasing emotions when repeating back may result in a person feeling not heard. Especially if a paraphrase/reframed emotion word is perceived to diminish its intensity. 

Tip for reflecting values/needs/interests
: It may be helpful to frame it as a question, e.g. "It sounds like Y is really important to you?"  or "I wonder if you need Y? " This extra space allows the other person to determine whether or not, you've heard what they are saying.  

In Action

So, how exactly does this work?   After the workshop, a Fellow came up and said, "I am a developer- really rationale and my mom is really irrational, err, emotional.  I would like to have a better relationship with her but we just aren't able to communicate.  I think that what you presented could really help me- what books should I read to learn more about this?" 

I paused, "That's a great question. But actually, from your participation, I think you have a good handle on the information so I'm skeptical that more knowledge is what you need, I suspect the most important thing you can do is practice. Let's start with an example.  Suppose your mom comes home and finds that no one has emptied the dishwasher and explodes in a highly emotional way.  You can't relate to that intensity of emotion; it's completely irrational and dialogue seems impossible. Is that a fair hypothetical?"  "Sure." 

"OK, so let's start with the tools we discussed when your mom reacts at you in a highly emotional way.  Normally, you would judge it as irrational and dismiss her emotional response.  But now, you've started to meditate and realize that you have a choice in your reaction. [Habit 1]  

You pause your response long enough to listen to what's happening for you. [Habit 2] When you hear your mom speak with extreme emotional intensity and the words: "no one unloaded the dishwasher," how do you feel? ... You can study the feeling list to come up with words.  Let's imagine that you feel scared, because her response seems out of calibration with the situation and your need for congruity and to understand are challenged by the dissonance she's expressed.  Perhaps you feel mad at yourself because you value participating in the household and you want to support your Mom but you didn't notice the dishwasher needed to be emptied... In that moment, you could give yourself support-- as an adult, you know that you are OK even if someone is yelling at you and you know that you are a good son and you do contribute to the household even if you missed this opportunity to pitch in.  Now that you listened to yourself and addressed your needs first, you realize that you are OK, and now you are ready to show up to fully listen to her."

"So, you stop and listen to her by acknowledging what she's saying, 'Mom, no one helped you by putting the dishes away, I can understand that would be really frustrating.' Incidentally, she might look at you in shock if you've never responded this way to her before.  Then you might say, 'How was your day?' or 'How does that make you feel?' 

Remember, you are listening to understand the layers of what is going on for her.  The data that you have is that the dishwasher wasn't emptied, the intense emotional response indicates that this set off something deeper-- is it that she doesn't feel appreciated? Maybe that she doesn't feel supported?  Maybe a stranger was rude to her and she's feeling the compounded effect of disrespect? Look at the needs list (under Read More) and listen to understand what she needs in that moment.  


You want to learn what is the underlying interest behind the dishwasher getting emptied- what does it "signify" to her- chances are it isn't about the dishes. Then you want to acknowledge all the layers so that she feels heard and understood. 'Mom, I understand that you've had a tough day and coming home to find that no one pitched in to help put the dishes away was frustrating.  I guess it might feel like no one supports you around the house, especially that no one noticed or thought to check the dishwasher.'  Then you want to acknowledge whatever the deeper layers are for her that you've uncovered." [Habit 3] 

Most of all, I suggest that you practice this with your colleagues.  Practice the Empathy Poker exercise with people whenever you can.  It's a muscle and you need to build it.  It is best to practice in lower stakes situations so that you are ready in a high stakes encounter, such as family who are the best at triggering us.  These habits are skills and being able to use them artfully is all about practice." 



Practice: Empathy Poker
 To make your own cards, see the Feelings/Needs Lists under Read More below.


Resources/References

1. Peace in Every Step, Ven. Thich Nhat Hanh
2. Wherever you go, there you are, Jon Kabat Zinn
3. Non Violent Communication, Marshall Rosenberg
4. Empathic Listening (Introduced at Steve Rosenberg's Mediation Training)
5. Getting to Yes, Robert Fisher and William Ury. 
6. Difficult Conversations, Douglas Stone, Bruce Patton, Sheila Heen.


Post 1 [Habit 1, 2, 3]               |      Post 2 [Habit 4, 5]             |       Post 3 [Habit 6, 7]

 


Read More
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Love: Paying Attention to Our Neighbors and the Weakest Among Us

14/2/2014

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This beautiful love story about a math teacher using social network analysis to detect disconnection in the classroom reminded me of my 5th/6th grade French teacher, Madame Maker, who had a fierce, urgent love for us- her students. 

On the first day of class, we learned that the person sitting next to us would be our vocabulary partner.  And to our surprise, our vocabulary grade would be the lower of the pair, because "we have a responsibility to look out for the weakest among us."  Her indignation at poor French grammar rivaled the heated jeers of sports enthusiasts in a tense game.  "Pas DE" echoes in my memory whenever I think of her.  Yet this fierceness was love-- you could see by the same decibel of JOY she shared with each of her students' successes.  When you received 5 As (or 5 consecutive improved grades for those of us who were not straight A students but tried hard), you would get a choice between a homemade strawberry pie or a special chocolate orange from France.  Both were highly coveted rewards, because she was TOUGH. Achievement in Mme Maker's class was REAL success. 

Though feared by many- for me, she was a beloved teacher who cared about us enough to build our character, not only our vocabulary.  Her urgency came from living through WWII as part of the French Resistance in Paris.  She risked her life as a teenager to save the lives of others. Her fierce love was often misunderstood. As privileged children removed from war, we could not imagine what it means to experience social fabric disintegrate.  She had lived through and seen unspeakable horrors yet she inspired us with tales of narrow escapes.  Her name was Peter. (Her parents had wanted a boy. When they discovered she was a girl, they decided to name her Peter anyway.) One day, the Gestapo banged on her door.  "Peter, we know you are in there."  She was terrified- caught finally.  She opened the door.  The Nazi officers pushed her aside, "Where is he? Where is PETER?"  They turned her apartment upside down looking for "him."  Then left admonishing that they knew HE was working with the Resistance and would get him.  So her parents saved her life.  Her stories always showed how "good" can triumph and how the bad included the indifferent.  For her, it was the aggregation of indifference that allowed the unthinkable things to happen in France.  That's why she felt such urgency for us to be better humans in the smallest of our actions.  Mme Maker taught with passion; she embodied the truth that "a heart once touched by love is incapable of cowardice." (Cesare)  Her heroic efforts during WWII modeled courage and continue to inspire me to be vigilant on behalf of the weakest among us.  

Her unorthodox methods and passion, ultimately, got her fired only a few years from retirement.  It was a battle between wealthy parents on the board protecting their sensitive children versus parents protecting rigorous academics and a dedicated teacher under threat of being fired just a few years before retirement.  My first encounter in the school of life that with wealth comes great power and that grown ups do things from self-interest rather than what may be better for the collective.  My parents along with a few others fought the school on her behalf.  They lost the battle. Fearing that I would suffer retaliation due to their antagonistic stance against faculty leaders, I transferred to a new school for 7th/8th grade leaving behind my friends of 6+ years.  The irony is not lost that the teacher who taught me to pay attention to the weakest among us is the person with whom I first learned there can be a human cost of standing with the weak.  Fortunately, my new school was outstanding. New friends came easily.  I discovered my resilience and adaptability.  Most of all, I learned how to use power and privilege to stand with people who are vulnerable.  I would do it again-- and continue to whenever I see an opportunity. 

What the world needs today is courage, may love flow from your every step.  A shout out for all the teachers whose love shapes us!  
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Integrity by Design for Appropriate Health Care Technology: TEDxBarcelonaChange

1/5/2013

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Let's harness the power of 21st Century technology 
to assure the quality, reliability and safety of 
health care devices for everyone, everywhere...



On April 3, 2013, I gave my first TEDx: Integrity by Design at TEDxBarcelonaChange: Positive Disruption in Global Health
part of TEDxChange sponsored by the Gates Foundation

Join us as we build integrity by design to positively disrupt global health: http://www.integritybydesign.org

It was a humbling and brilliant experience. I am grateful to the #TEDxBarcelona team who hosted an outstanding, fun event and to my fellow TEDx speakers who inspired everyone! (Full speaker line up here: http://ow.ly/kAldv )

Thanks to our outstanding organizers Aurelie Salvaire Perrine Musset Johanna, rockstar coach Florian Mueck & the #TEDxBarcelonaChange team!  Very special thanks for ubuntu from my community whose contributions were invaluable. 
Let's positively disrupt the status quo! 
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5<5: Social Enterprise Ethics #socentethics

30/4/2013

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This post is one in a series of 5<5 posts that document pilot/prototype projects with the format 5 things that I wish someone had told me before I started in <5% of the time spent on the project.   


Background

Mission-driven and double/triple bottom lines demands accountability to multiple stakeholders.  Even with the best intentions and planning, most situations that one encounters in business cannot be predicted.  Doing "business" at the intersection of money and meaning requires navigating uncertainty and making tough decisions in complex conditions. 

SocEntEthics provides a framework to navigate these kinds of decisions by adopting an analogous approach to clinical medicine.  In medicine, physicians and clinical teams often face difficult decisions that require balancing benefits and harms, reconciling patient preferences and clinical options, and determining how best to proceed amidst uncertain outcomes.  Bioethical frameworks guide clinicians in navigating these difficult situations.  SocEntEthics empowers social entrepreneurs to create values-based frameworks and strategies to navigate uncertainties, to take effective action in complex situations and to negotiate values conflicts. 

Key Learnings
  1. Finding leaders who have insight that good intentions may not be sufficient to navigate the uncertainty and value-laden decisions at the nexus of money and meaning is rare.  
  2. It is JUICY when you meet someone who has the courage to build a vision of robust principled decision making into the operations of the enterprise/product from the outset! 
  3. Selling "certifications" makes it easy for enterprises to justify budget allocation for this kind of capacity building and peer/social pressure may drive adoption that creates a viable market for the "certification" product.  Duly noted that the viable business here may not transform how decisions are made and/or cultivate the capacity to make deliberate decisions-- so buyers and sellers should be aware whether they are opting for an approach that satisfies "compliance" and "checklist" needs or whether they are baking change into the core of their operations.  
  4. Waiting until integration of an ethics-driven framework is recognized as "necessary" may be too late.  A social mission enterprise that adopts a principled approach after things go wrong and/or after well into operations will have to fully integrate this approach throughout its operations and will need both bottom up engagement and top down commitment.  The effort and investment to rebuild trust and reformulate culture may be challenging and significant at this stage.
  5. Open source methods and strategies provide a template and idea source, but every enterprise is unique with its own culture and benefits from building its own values-driven framework that suits its operations. 
  6. At some point, when working through the "values" that underpin a socially-driven enterprise, there is a murky phase in the process.  It feels uncomfortable and nebulous.  People who like to "execute" get antsy.  This is a good time to take a break.  Normalize the inclination for "action" and "outcomes" and underscore the importance for the group to sit in the messiness of this uncertainty.  Go out for dinner, have drinks, take a walk, go on an outing to a museum. Tell people that it's normal to feel unresolved. Actually, it's essential. 

SocEntEthics Applied:

  • Operations: Policy Advisory Board


A social enterprise recognized the importance of this issue for its pioneering venture from prior to launch.  A policy advisory board was formed to support the team navigate these "tough" decisions.  The policy advisory board included multi-disciplinary professionals who represented the diverse stakeholders and constituents of the enterprise.  All policy advisory board reports and methods will be shared with open source/cc license. (currently in publication)

  • Operations: Conflict Management for Coworking Space
A social enterprise encountered challenging at a growth stage.  The enterprise chose to build a principled approach to conflict management into its operations. The team developed a set of principles to govern community engagement and invested in capacity building for staff and interns.  The methods and training resources will be shared under creative commons license. (currently in publication)


Original posts from Posterous at www.socentethics.com when this idea was initially launched can be found consolidated here. 

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Macroscope Mastermind: The Macroscope Labs Playhouse

13/8/2012

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One of my favorite prototypes from the Macroscope Labs was a tool to organize all of the "activities" one engages in the workplace of the future.  Play. Projects. Ideas. Prototypes. Work. Creative.  The distinctions blur. 
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Macroscope Labs Playhouse
~ producing the future, one play at a time ~


We tossed around the idea that Macroscope Labs would be a theatrical playhouse.  In our mL playhouse,  ideas and projects that we incubated would come to life similar to a play.  Each play has a particular stage of development (from open mike to post production).  Much like a summerstock playhouse, our role might vary on each play, from scriptwriter to actor to set designer to costumer to producer- depending upon what was needed to get the job done or to grow our learning edge.  Each activity requires something different and invites an unique blend of creative collaborators. 

Open Mike

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Idea in incubation: 

you talk about the idea to see whether it gains traction, whether you still like it after a few pitches, what responses you get.  it may be an idea you want to hand off 

Staged Reading

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Idea in exploration:

you find someone else who wants to build with you and you want to see whether its viable.  you delve in to explore what next

Off Off Broadway

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Idea in pilot:

you decide to give it a quick prototype- rough and dirty. You want learning and feedback. Test to decide whether to investment more time and money

Main Stage

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Full steam

you've got money in it and you want a tony. get the best cast/crew, rehearse and execute. everyday is a new day on the stage. 

Post production

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 Wind down:

Close elegantly & move on. Review, learn, celebrate. This may mean the show goes on tour, hand off to new team or document conclusion. Alls well that ends well. 

7 steps:

     1.  Inventory ALL of your projects 
                  - one idea/project per post it
                  - sub-projects for one job = separate post-its
                  - suggestion: color code by theme or by paid/unpaid

     2. Organize the post-its according to the stage of development
                  - follow the stages noted above, I sometimes include an off broadway (between off-off and main stage)


     3. Notice where there is a high concentration of post-its 
                    - the distribution will help you see where you are spending time and energy 
                    - is this distribution congruent with your current needs or are you currently stressed
                    - if self-employed on project work, do you have an appropriate distribution of paid idea/projects
                    - if you have a lead role in more than 2-3 projects on the main stage, you might need a cardio stress test  

     4. Identify what is your role on the projects
                  - is it your idea? are you rallying the team?  are you a first follower? are you the broadcaster? 
                  - does the role play to your strengths? are you on your learning edge?
                  - how does the team on this project feel for you?

     5. Notice your roles
                  - are they always the same? do you feel more energized in some than others?
                  - are you building your craft/skills in each of the different roles?
                  - who do you want to be your mentor for each role?  

    6. Identify all of your current collaborators (cast & crew)
                  - put each by the respective project and identify their role on the project                 
                  - are all of the roles that need to be filled to complete the project full?
                  - is the team well aligned to deliver based on their skill strengths?
                  - what skills do you need to complement your role/skills to get this project to fly?
                  - where can you find people who are smarter than you are at this? do you know them already? 

     7. Fail often, early. Learn. Dive in or move ON!
                  - what is the next action step?  Put that onto whatever project software you use. i like wunderlist and asana*
                  - identify an end point for each stage, so that you know... when to stop and assess? 
                  - check out my 5*5 method posts for a systematic approach to move from idea incubation to explore/pilot 

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Attract the Best Cast & Crew .... and enable excellence in their performance

  • Hire people who are smarter than you are
  • Communicate the vision 
               - on stage, that is a script & blocking,** what does your idea need?
  • Allow the vision to live in dialogue with the creative genius of the team
  • Trust the team to do their magic (you hired people who are smarter than you are)

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IN ACTION: how it looks on the wall.  

You can create your own paper version for your wall.  A digital version,as below, is available for download as well.  You can play with this digital version in powerpoint: import the .png, create text boxes for each of your projects, lasso/copy the people and group each person with a name and move it around until it works for you.  If you have photoshop, it'll be even easier. 

Most of all, have fun! 

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*these are two services that i have used and liked. i have no financial, professional or personal connection to either company. people are very particular about their project management software, enjoy whatever one works best for you to get things done!

** Ingmar Bergman and Creative Leadership by Bo Gyllenpalm, the most influential book I read in 2011. (apologies, I know that it is out of print and have asked Bo to consider republishing it as I find it more relevant than ever).

Dedicated to all those on the journey to be the change through creative lifestyle design, particularly the lovely Joep Kuijper,  Seb Paquet on a 100 day journey into creative economy and Jean Russell, life explorer of creative engagement.  May your project management always allow room for passionate play, creative inspiration and hacking!  

Thought Contributors: Idea developed in collaboration with the enchanting creative  Eddie Harran at a time when I was fascinated by Bo Gyllenpalm's book on the stage leadership of creative director, Ingmar Bergman: what better role model than someone who pulled career best performances from cast/crew night after night for years and imagine, he never returned to the theater after the curtain went up on opening night.).  The creative innovator and the person who turned me onto the power of Mastermind ever-inspiring Do More Great Work guru Michael Bungay Stanier of Box of Crayons.  Digital to wall/post-its thanks to the effervescent creative Loretta Rae. 

Mash it up. Hack it. Please share your hacks! 

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CB 101: Overview of  Capacity Building for Changemakers

4/8/2012

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Lead: Sustainable Leadership Development.... resources for expanding Leadership Capacity

Expand .... resources for expanding leadership skills & toolbox


Lead Well and be change ...... resources to promote being well and well being

Being change ... resources for community building for engaging change....
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AgilEthics {idea post}

12/3/2012

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After an afternoon visit with the fabulous Game Designer Marigo Raftopoulos, we cross-pollinated ideas at the intersection of games, fun and ethics... and identified this challenge: 



Challenge:  Can we create a fun way for game designers to think about ethics?
 

AIM:

  • To engage game designers in "ethics" 
  • To make "ethics" accessible
  • To make "ethics" fun


METHOD:

  • To make ethics a game
  • To create "ethical equations" (inspired by Chip Conley's Emotional Equations
  • To provide possible "variables" for the equations but to allow users to generate their own variables
  • To design a game that runs like CodeYear of CodeAcademy (one challenge a week) to build your own equation 


FRAMEWORK:

Awareness
Genuine
Integrity
Leadership
Excellence
Trustworthiness
Humility
Interdependence
Collaboration
Service

.... have other ideas for what guiding "principles" might apply? 

MODELS:

  • Chip Conley's Emotional Equations.... what are simple ethical equations that anyone can apply when deciding what to do
  • Create a comic strip to demonstrate how the ETHICS equations apply to a game designer (create 3-4 models)
  • Make a do-it-yourself AgilEthics comic strip toolkit .... Maybe something like (www.drawastickman.com)
  • Agile design: quick testing of ideas and iterative development of one's own ethical equations
..... have other models for us to check out?

APPROACH:

Step 1: Proposed Model Equation + Optional Equation Elements
Step 2: Player Modifies the Equation 
Step 3: Modifications reveal scenarios
Step 4: Player sets Equation
Step 5: Results 
Step 6: Loop back/Follow up for feedback & evolving equations (leave room for second and third thoughts...)
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Macroscope Labs 5<5

15/1/2012

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Picture

This post is one in a series of posts that document pilot/prototype projects with the format 5 things that I wish someone had told me before I started in <5% of the time spent on the project.  This post also provides some context around the project, since it was a cornerstone project for me in the second half of 2011. 


In June 2011, Edward Harran and I embarkeded on a 6 month experiment. A deep dive collaboration across the Pacific Ocean. Eddie in Queensland. Kate in San Francisco.  Part mastermind for our personal projects and consulting gigs, part virtual praxis of a future of work digital innovation lab for a globally distributed team and part incubator of ideas. We set off to explore. 

Macroscope, coined by Eddie, reflects the "big picture" - multi/inter-disciplinary, systems perspective that we endeavored to sensemake in our lab.  Mindful. Playful. Creative. Engaged. Curious.  The aim was to make complex simple.  To bring big together with narrow in the sacred space of creative possibility between.  To transform the experience of chaos and mess into something sublime. Ultimately, we wanted to build a place to play with our creative potential and to hold a space that would allow the value of the spaces in between to emerge, unfold, expand...  with a macroscope perspective to unleash the potential for social impact.... and we wanted to live mindfully and productively working in a digitally-mediated global context.

In 6 months, we cogenerated amazing ideas that continue to live in us- expressed from time to time in posts and projects.  We honed a vision for Macroscope Labs* (mL) from future of work ideas, such as the world's first Center for the Emerging _____  and a research proposal to pilot and analyze the innovation value of an Ecosystem Diplomatic Corps (Ecosystem Diplomats explained)... to systems issues that we frame-worked* such as Macroscope Playhouse and Macroscope Compass... to finding a home base for our shared personal narratives as "context chameleons"* and knowmads.  

Eddie brought the knowmads idea fully to life from concept to a brilliant presentation delivered at TEDxBrisbane.  It was an epic achievement and an ideal culmination of our journey together in the Macroscope Labs experiment.


5 Things it Might Help to Know Before You Launch an Experiment About the Future of Work

  • No one will understand what you are doing.  (They'll think you are nuts.) You may not understand what you are doing. (You may wonder if you are crazy)  When it's over, no one, including yourself, will understand what you did or why it mattered. And yet, it is most important that you do it.  Experiments are our learning way into the future. You will learn and the people you work/play with will learn. However, don't expect anyone in the current world of work to understand and/or to value your skills from an experiment about the future of work- now that is nuts!  
          Take home: Don't let the present judge the future.  Let the future judge the past. 

  • While the future is full of possibility, we still live in the present. A lot can happen with alternative, complementary and gift currencies/economies, yet one needs money to live in the present.  TimeBank, for example, still needs about 30% of the value they generate in dollars in order to fund their own operations.  Think about yourself as the TimeBank, make sure that you have enough to cover your basic survival needs in the present before embarking on the future.  Future-focused projects take time to build traction and attract the kind of funding that they need to sustain themselves on an ongoing basis.  Long enough for the present to catch up with that future horizon on which you are operating.  As with any new business, there is a period of time until you have a steady cash flow; likely wise, with a new technology, one has to be adequately prepared to "cross the chasm," the period of time between when an small pocket of early adopters discover and endorse the product until it grows to a steady early market of mainstream users. Think of future-focused projects as both a new business and a new technology and prepare accordingly. Bring extra reserves to cross the chasm between you and the Oasis, it may be like crossing the Sahara.... and that's fun as long as you are prepared!
          Take home: Feet in the present, eye on the future... and mind the Chasm!
  • If you know that you want to leave signposts for others, be sure to have a documentation strategy.  If you want to make things beautiful, be sure to have a designer on your team.  If you want to do things quick and dirty, know how to explain the vision simply and to scaffold the context accessibly, because people may not 'get' the messy version.  If the goals that you have don't align with the skills that you have on the team, then shift the goals to play to the strengths of your team or get the skills. Alignment on this is mission critical. My hunch: skill set for the future worker will be radically different; people will need to know how to communicate simply and effectively in writing, code and drawing. 
          Take home: Know your audience and get the right team- diverse skills sets with varying pockets of depth, 
           what you don't know, you learn rapidly, and eager to do what needs to be done for the project's success. 
 
  • Before you start and along the way, identify a means for you to demonstrate what you learned, what skills you developed, what learning you gained.  When a job/role does not fit in the present, it is hard for people in the present to understand how to interpret what was undertaken.  Some ideas on how to approach that are outlined in a 5*5 Systematic Approach to move from Idea to Pilot and from 5 years ago, I posted a seed {idea post} for the BeWell, WorkWell tool for soft skills development. More recently, a seed {idea post} for a learning journey tool, which would enable people to identify and demonstrate soft skill learning under emergent conditions. 
          Take home: Prepare to document what you are learning at the outset.  Remember to do it along the way! 

  • On the journey to the future, other people will emerge around you who seem to be doing the same thing.  Celebrate that! Celebrate them!  Team up. When possible an open knowledge framework enables you to engage more people and grow more rapidly.  Share your learnings. If they don't want to play, then let it go and celebrate them anyway!  It will take many people trying, many times in order for one team to break through the wall of the present.  Be happy that you are one of those pushing the wall, and be confident that whether you are that one or not, your initiative contributes to launching a new direction.  Those who rise quickly, do so by standing on the shoulders of those who came before.  There are always those who came before.  Find them and learn from them.   Most 'lauded' inventors didn't actually invent what they are known for, they made an vital improvement that took the invention to a new level of market accessibility.  
          Take home: Celebrate others! Open source everything possible. Seek out those who preceded and learn from them.

  • Never underestimate the power of in person

*We had all of these domain names.  My registrations glitched on the renew, and so they are released- all available. Go do something interesting and build on our ideas.  Give us a shout out when you do so that we can amplify your work! 

Thought contributors:  With immense gratitude to and for Eddie Harran,  my brilliant collaborator, awesome ideas instigator, cherished friend, mindful mate and hapatwin.  Thanks to David Hood and the Gathering '11 energy for pulling Eddie and me to Melbourne where we sealed the deal on mL. Never underestimate the power of in person. 
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Rhythm of the Rock: Sculpting a Life

22/9/2010

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Picture
Yesterday, I went for a walk by the San Francisco Bay. There is a spot along the Chrissy Field path where there are wonderful rocks- different shapes and sizes, that are perfect for building rock sculptures.  There is a rock sculptor who frequents the spot, painting the landscape with an array of sculptures that expand the heart, challenge the mind, but most of the people are walking  or jogging on the path with a specific focus - daily exercise, chatting with a friend, sightseeing to reach the base of the golden gate bridge- not the sort who stop off the path to build rock sculptures.

As I was building these rock sculptures... or rather, trying to get the rocks to stay on top of each other, I became increasingly aware of how self conscious I felt.  People jogging by would hush their conversation as they passed, and I wondered what they were thinking and for those running alone, I wondered if they even noticed the person playing in the rocks. As my self-consciousness increased, the rocks tumbled defiantly down. Then, I heard a voice ...
"What are you doing there?"
"Uh, trying to balance the rocks to build a sculpture"
"Why are you doing that?"
"I enjoy it- it's fun finding the rhythm of the rocks"
"Isn't it just a waste of time. It'll blow over by sunset in this wind."
"Probably, but will you go out tonight and drink a few beers?"
"Yeah, so?"
"The buzz will wear off by morning, but you had fun getting it, right?"
 
I had been just about ready to call it a day, but my stubbornness beckoned me to persist, maybe even a kind of pride.  I struggled with the rocks exerting the force of my will on their geometry.  As I became more at ease with what I was doing, I was able to be curious about the rocks- what angle and weight distribution will allow this rock to be stable? I listened for their rhythm and then, the rocks settled- fitting together as if by magic, though mostly the magic of sheer tenacity. 

Doing something that one is passionate about it such fun, we grow through all our layers of insecurity because people will say ... "what are you doing?", "you are crazy!", "don't do that", "it's a waste of time"  ... and even once you get past "the naysayers," it won't be easy... you will have to overcome your own doubt, struggles, questioning about your decisions... and the conditions may lead you to adapt the vision, to modify the project, to abort...  Yesterday, I persisted until I had three small sculptures, they were shorter than I like but with determination, tenacity and curiosity, I found the harmony among them.

I took three things home from my rock building yesterday...
  • Things that appear impossible can be realized with perseverance. 
  • There are times, when it is not the right moment, and we must have the courage and insight to adapt, modify, abort.
  • Things that seem unstable can have real stability when properly aligned.
As I walked toward home, I wondered- with tonight's wind, the sculptures will be gone soon, why did I spend that time building those sculptures?  When I walk on a path and I see rock sculptures, I smile. The sculptures invite me to see the landscape just a bit differently that challenges the status quo and inspires joy.  I appreciate the effort that reminds me to push my sense of what is possible.  So I spent an hour yesterday having fun building three small rock sculptures, maybe they will be a beacon to inspire others to jump off the path- it's a life worth living!

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#socentethics {originally on Posterous)

9/6/2010

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SEE Change: SocEntEthics (splash-landing page)

After incubating this idea for awhile, I am jumping in feet first - splash!

For #socentethics, we are designing a method that allows flexible, precise action adaptable to the diverse core values of social enterprises. 

Our aim is to empower social entrepreneurs to act with integrity at every step from start up to scale.  We want your inspired action to calatyze your investors, funders, supporters, and customers so that you can grow your mission to change the world!

Join us in be the change, so that we can SEE the change:

 #Excellence

 #Trustworthiness

 #Humility

 #Integrity

 #Collaboration

#Socialchange

Next steps:

1) Funders/Collaborators: Who should we talk to:

  • Are there funders who want to support building the foundation of integrity in the new marketplace?  We have lots of great intention and a flow of passionate, patient capital- our aim is to maximize the benefit! 
  • Who else is in this space and how can we work together to leverage our expertise & passion?
  • Are there ventures already off the ground that whose market we complement? Please connect us!
2) Partners/Referrals: Please refer social entrepreneurs or social enterprises for crisis consultation and/or to work with us as a case study as we  proto-type the SocEntEthics method

3) Questions/Comments: More posts to follow on the opportunity, the method, and the plan forward... let us know what you want/need to know to get on board with SocEntEthics .... together, we will SEE the change.

About SocEntEthics

empowering social entrepreneurs to act from core values when faced with tough decisions

SocEntEthics, supports social entrepreneurs negotiate the tough decisions inevitable when doing work for the greater good with limited resources.

As a social entrepreneur and a health care ethicist, Kate Michi Ettinger values a concrete, pragmatic approach to ethics.  With SocEntEthics, Kate cross-pollinates her passions for innovation, social enterprise, systems-level analysis, and ethics into a synthesized approach for social enterprise ventures to express their values in their action.  SocEntEthics is developing as L3C (low-profit limited liability corporation), in order to demonstrate by example and learn with its users as a "greater good" venture with a sustainable revenue model.

Our aim is to build a platform that guides SEs through a systematic analysis of a dilemma, allows SEs to share frameworks and strategies for negotiating ethical dilemmas, enables SEs to collaborate on tackling challenging dilemmas of scale/setbacks/geo-political origin, and empowers SEs to identify ways to transcend dilemmas while remaining true to their SE's mission. Re-envisioning ethics in a proactive, integrated approach allows a SE to act with iterative process and moved beyond judgements of right-wrong/good-bad. The SocEntEthics Method asks tough questions and explores uncertain terrain while emphasizing ethical dilemas in their narrative, integrative, collaborative and empathic context.

A robust ethical underpinning is integral to the fabric of social enterprises. SocEntEthics aims to empower social enterprises with the tools, skills and resources to:

  • act in alignment with your core values & social change mission 
  • excel in social change impact without compromising your ideals
  • negotiate tough decisions inherent in social change with integrity and compassion
  • steward your social capital resources with trustworthiness 
See here for more information on: our services, in the news, support our venture.



SocEntEthics Team

Ethical dilemmas benefit from multiple perspectives.  As an ethics consulting service, SocEntEthics is building a global team that includes social entrepreneurs, social change agents, artists, integrated leadership experts and ethical expertise.  Together, our team, is designing a SocEntEthics model that can serve as an ethical foundation for any social enterprise venture although our initial focus will be on social enterprises for health.

Team includes: 

  • Kate Michi Ettinger, JD, managing ideator for SocEntEthics consulting team, brings expertise in bioethics, law and conflict resolution combined with product design experience as a social entrepreneur. These lenses shape her perspective in creating this ethical advisory resource for social entrepreneurs.
  • ADVISORY BOARD: Putting together an advisory board to be our external agitators & conscience.  If you are interested or would like to nominate someone, please drop us an email at: info @ [domain] .com
  • CONCEPT CREATORS: Building a network of passionate innovators, social entrepreneurs, social venture investors and multi-inter-cross-disciplinary change agents to help us build the platform & move this forward.   If you are interested or would like to nominate someone, please drop us an email at: info @ [domain] .com
  • TECH & DESIGN Team: Looking for developers, artists & designers to assist us getting this up and running!  If you are interested or would like to nominate someone, please drop us an email at: info @ [domain] .com
We are building our team.  To get involved please follow us on Twitter @socentethics  #socentethics. 



SocEntEthics Services


SocEntEthics is developing an innovative platform for navigating ethical dilemmas and implementing a sustainable approach to our ethics consultation services.  We partner with our clients to deliver an integrated ethics program tailored to your social enterprise venture.

We offer consulting through appointments and drop in office hours to discuss issues you have encountered and those you are facing.


Our consulting services are flexible and may combine any services:

1. SocEntEthics Core Integration
  • SEE Integrated Optimal Action Plan 
  • SEE Decision Impact Audit


2. SocEntEthics Issue Specific & Crisis Consultation
  • Issue Specific/Crisis Consultation


3. SocEntEthics Tools, Skills, Resources
  • Tools
    • SocEntEthics Method
    • SocEntEthics Platform
  • Skills Training
    • Navigating Uncertainty
    • Skillfully Applying the 3Ps (Power, Privilege, Position)
    • Negotiating Values Conflicts
  • Resources


The SocEntEthics Method/Platform  is in development.  At the outset, we will work with 10 social enterprise ventures as case studies.  If your social enterprise would like to partner with SocEntEthics as a case study, please DM us on Twitter with a link to your venture and/or email address. 


Sustainability

Our economic model aims to model the ethos of this endeavor with a fierce commitment to Excellence, radical Transparency, daring Humility, and to challenge the status quo of current assumptions about Integrity, Collaboration and Social Justice.

Our goal is to develop a sustainable revenue stream to support the technology platform and to drive innovative applications for #socentethics. We will measure success by accountability and activity. Our aim is to impact the greater good and redefine ethics --> #socentethics. Ou commitment is to model our message and demonstrate our products.

In order to promote integrity & accountability and to provide high quality services at a lower cost with broad impact, social enterprise ventures who partner with us for consulting services will be invited to release learning from our consulting services that can be provided in a redacted form as case studies.  The redacting process allow clients anonymity including sector and geographic changes while allowing SocEntEthics to leverage its talent for maximal benefit of social enterprises.  


Details

SocEntEthics Core Integration

  • SEE Integrated Optimal Action Plan 
    • Facilitate outcome-focused integrated ethics plan across all levels of SE
    • Provide skills & resources for optimal actions
    • Support SE through implementation
    • Issue-specific consultations
    • Ethics Quality Improvement
      • Deliverables:
        • Integrated Optimal Action Plan
        • Skills & resources to achieve OA
        • Implementation & Crisis Support
        • Outcome Evaluation & QI Planning
  • SEE Decision Impact Audit
    • Facilitate analysis of decision impact on relevant stakeholders
    • Identify strategies for action that align with integrated OA plan
    • Explore alternative options, reasoning, impact, opportunities
      • Deliverables: 
        • Facilitated Decision Impact Discussion
        • Decision Impact Report
2. SocEntEthics Issue Specific & Crisis Consultation

  • Issue Specific/Crisis Consultation
    • Facilitate identification of the issue
    • Identify strategies for action that align with SE values
    • Explore alternative options, reasoning, impact, opportunities
      • Deliverables: 
        • Facilitated Issue Discussion
        • Issue Consult Report
3. SocEntEthics Tools, Skills, Resources

  • Tools
    • SocEntEthics Method
    • SocEntEthics Platform
  • Skills Training
    • Navigating Uncertainty
    • Skillfully Applying the 3Ps (Power, Privilege, Position)
    • Negotiating Values Conflicts
  • Resources
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CB 101: Being change ... resources for community building for engaging change....

12/7/2008

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Being change ... resources for community building for engaging change....


be the change ...... a community of people being the change
help others ...... a resource for inspiring changemakers
daily good ...... a daily email with a news story of inspired effort and a small action to be the change
we are what we do ...... a resource for people engaging change through action
interdependence project ...... a resource for compassion-based activism
i am home ...... a resource for peace-based lay activists in the tradition of Thich Nhat Hanh
charter for compassion ...... a network of people committed to compassion-based action


What resources do you like?
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