Facilitating Transformative Collaboration

in Teamswith Paul R. Scheele, Ph.D.

ScheeleLearning.com

PurposeExplore a roadmap of transformative

change and gain new strategies to

facilitate transformative collaboration

with others.

Status

Quo

Emerging

Future

Feed-forward

Adaptive Work

Feedback

Observe - Inquire

Present

State

Desired

Outcome

Facilitating Change

Stasists:

Loss Averse

Predict & Control

Dynamists:

Possibility Oriented

Sense & Respond

Dynamic Steering

1. Surface disorienting dilemmas

2. Create a safe environment

3. Encourage challenge of mental models

4. Help people express new awareness

5. Illuminate innovative ideas

6. Acknowledge plans to take action

Six Initiatives of Transformation

1) Surface disruptive and

disorienting dilemmas

that are emerging

2) Create a safe

environment for critical

reflection

3) Encourage active

challenge of mental

models and provide

opportunities for

collaborative inquiry

4) Help express new

awareness through

dialogue and deep

listening

5) Illuminate innovative

ideas and perspectives

that become apparent

6) Acknowledge plans to

take concrete steps that

contribute to a greater

collective response

Six Initiatives of Transformation

Surface disorienting dilemmas

1. Surface disruptive and disorienting dilemmas

- Recognize the dilemmas that are emerging

- Bring them to the surface of awareness for yourself and others in your organization

Create a safe environment

2.Create a safe environment- Welcome and embrace the disruptive

dilemmas that are emerging

- Make it safe to critically reflect on what is happening

- Increase your tolerance for ambiguity and paradox

Encourage active challenge

of mental models

3.Encourage learners to actively challenge mental models- Provide opportunities for collaborative inquiry

- Inquire into the habits of expectation that are maintaining the status quo

- Offer data that challenge current assumptions

- Remain in the question as long as possible but no longer

Four Levels of ListeningStage Downloading Debate Dialogue Presencing

1 Listening 1:Downloading

Habitual patterns of the past

Listening 2:Factual connection

Listening 3: Personal

connection

Listening 4:Source

connection

2 Debate:Stating differences

Sharing and listening to each

other

Authentic sharing and listening to

each other

3 Dialogue:Inquiry, thinking

together

Deep dialogue: attending to the

deeper space

4 Collective Presence:

Connecting to Source

C.Otto Scharmer, Theory U, 2007

Help people express new

awareness

4.Help learners express new awareness- Establish relational processes among team

members

- Use discourse and deep listening

- Bring voice to new perspectives

- Establish clear intention and processes for co-presencing what is emerging

Illuminate innovative ideas

5.Illuminate innovative ideas- As they become apparent, highlight new

ways of thinking

- Bring new perspectives to light for all to see

- Develop a culture of committing to next steps that can achieve the future we truly desire

Acknowledge plans to take

action

6.Acknowledge bold and courageous plans to act- Highlight commitments to next steps

- Celebrate concrete indicators of success—no matter how small

- Showcase contributions to a greater collective response for the better

1) Surface disruptive and

disorienting dilemmas

that are emerging

2) Create a safe

environment for critical

reflection

3) Encourage active

challenge of mental

models and provide

opportunities for

collaborative inquiry

4) Help express new

awareness through

dialogue and deep

listening

5) Illuminate innovative

ideas and perspectives

that become apparent

6) Acknowledge plans to

take concrete steps that

contribute to a greater

collective response

Six Initiatives of Transformation

Art of Convening

Craig and Patricia Neal

The Heartland Group

heartlandcircle.com

1. At the heart of the matter

2. Clarifying intent

3. Invitation

4. Setting context

5. Creating the container

6. Hearing all the voices

7. Essential conversations

8. Creation

9. Commitment to action

Art of Convening

1- At the Heart of the Matter- What is the core purpose of the meeting?

- State why you are meeting.

- List outcomes and expectations.

2- Clarifying Intent

- What is the intent of the meeting?

- What will you do?

- Create a design or agenda for your

- meeting.

3- The Invitation- Who will you invite?

- Why should they come?

- How will they benefit by attending?

- How will you benefit if they attend?

4- Setting Context- How will you describe the form, function and

purpose of the meeting once the meeting has

begun?

5- Creating the Container- In planning your meeting, imagine the physical

space in which you will meet. Describe that.

- What materials and aids will be in place? Be

specific.

- What are the norms and agreements of

meeting?

6- Hearing All the Voices- In what way will each person have a chance to

speak or communicate?

- What is the question you will ask to get the

meeting started so people can be ready to

participate?

7- Essential Conversation- How will you facilitate participant engagement?

- What needs to be in place for full engagement

and how will you know when it occurs?

- What are the success factors of fully engaged

staff and participants?

8- Creation- What are the new and innovative outcomes you

wish to achieve in this meeting?

- List potential opportunities and possibilities.

9- Commitment to Action- Out of this meeting, what significant

commitments, responsibilities and

accountabilities do you expect from yourself and

others?

- How will these make a difference?

1. At the heart of the matter

2. Clarifying intent

3. Invitation

4. Setting context

5. Creating the container

6. Hearing all the voices

7. Essential conversations

8. Creation

9. Commitment to action

Art of Convening1. Surface dilemmas

2. Create a safe space

3. Encourage challenge of mental models

4. Help express new awareness

5. Illuminate ideas

6. Acknowledge plans to take action

Next Steps• Use the Six Initiatives as a roadmap to

stay oriented during your

transformative change

• Use the Art of Convening as a step-by-

step approach to facilitate

transformational collaboration in

groups