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