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Leading for the Future Module 3 August 2014

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Page 1: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Leading for the Future

Module 3August 2014

Page 2: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Welcome back …

� What has been happening for you since module 2?

� Thinking back to last time, what insights have you had about adaptive

2Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

have you had about adaptive challenges?

� What questions do you have?

Page 3: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Aims of the programme

� Come up with breakthrough ideas in dealing with intractable problems within complex systems

� Learn more about the theory in addressing wicked and adaptive

3Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

Learn more about the theory in addressing wicked and adaptive challenges in the workplace

� Be challenged and supported in working on a real issue

� Practice with models and skills that will add value back in the workplace

Page 4: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Module 3: What we will cover and discover

Day 1

In the morning:• Welcome back and aims• Reviewing the theory – Grint on

“wicked problems”• Re-connecting with Action

Day 2

In the morning:• Check in• Organisation “politics” and the

“shadow side”• Return to Action Learning

4Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

• Re-connecting with Action Learning and using the U

In the afternoon:• Skills practice• Further Action Learning• Review & check out

• Return to Action Learning

In the afternoon:• More Action Learning• Single / double loop learning• Review of learning, considering

evaluation• Looking ahead to master classes

and consolidation event and checking out

Page 5: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Complex environments need leaders who will tackle wicked problems

Getting beyond our assumptions in:� What we pay attention to� What insight we have into ourselves

5Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� What insight we have into ourselves� How we interpret events� How we relate to others� What we do to build shared purpose� How we take initiatives

Page 6: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Keith Grint: 3 kinds of problems

Type of challenge:

Tame

Response required:

Management

6Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

Wicked

Critical

Leadership

Command

Reference: Keith Grint & Clare Holt, “Followership in the NHS”, The King’s Fund, 2011

Page 7: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

A typology of problems & decision styles*

LEADERSHIP:

Ask questions

Wicked

Increasing uncertainty about solution to problem

7Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

COMMAND:

Provide answer

MANAGEMENT:

Organise process

Ask questionsTame

Critical

Coercion / Physical

(Hard Power)

Increasing requirement for collaborative compliance / resolution

Calculative / Rational

Normative / Emotional

(Soft Power)

*Reference: Keith Grint & Clare Holt, “Followership in the NHS”, The King’s Fund, 2011, p.13

Page 8: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

What does this mean for “followers”?*

Responsible followers

Wicked

Increasing uncertainty about solution to problem

8Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

Compliant followers

Technical followers

followers

Tame

Critical

Coercion / Physical

(Hard Power)

Increasing requirement for collaborative compliance / resolution

Calculative / Rational

Normative / Emotional

(Soft Power)

Reference: Keith Grint & Clare Holt, “Followership in the NHS”, The King’s Fund, 2011, p.14

Page 9: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Four types of work?

Maintenance:

Problem Solving/ Adding Value:The area of continuous improvement

9Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

Maintenance:Business as usual is delivering required outcomes

Adaptive change:Where new thinking is required

Emergence…Link to “3rd horizon”?

Page 10: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Action learning … and skills

10Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

and skills

Page 11: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Review & check out

11Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

& check out

Page 12: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Welcome back & check in

12Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

& check in

Page 13: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

The shadow side of an organisation is…

…all those things that substantially and consistently affect the productivity and quality of the working life of a business, for

13Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

quality of the working life of a business, for better or worse, but which are not found on organisation charts, in company manuals or in the discussions that take place in formal meetings.

Gerry Egan

Page 14: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

The shadow side of an organisation is

…the set of interactions among members of a legitimate system that fall outside that legitimate system. It comprises all social and political interactions that are

14Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

social and political interactions that are outside the rules strictly prescribed by the legitimate system. It is the arena in which members pursue their own gain.

Ralph Stacey

Page 15: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Group discussion:

� To what extent do you recognise the “legitimate” & the “shadow” system in your own organisation?

15Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� How would you describe the “shadow side”?

� Which features characterise the “formal” / “legitimate” system and which characterise the “shadow” side?

Page 16: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Group discussion (2):

� Egan and Stacey would put organisation culture on the “shadow side”.

� Or, perhaps some aspects of “culture” are

16Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� Or, perhaps some aspects of “culture” are influenced or expressed by the formal system; while other aspects are on the “shadow” side / informal.

� What do you think?

Page 17: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

• Organisation• Designed for efficiency

and effectiveness • Managing change

• Self-organising and emergent

• Serves people’s personal needs and

Tension –“edge

Formal System

Shadow System

17Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

• Managing change through legitimate system

• Single loop learning

personal needs and being who they are

• Can pull the system towards “chaos”

• Emergent change“edge of chaos”

Page 18: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Group discussion: Tensions between the formal & shadow side

� How do you think that tensions show up between the “formal” and the “shadow” systems?

18Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� Discuss the challenges you have experienced where the “formal system” tries to enforce structure and direction.

Page 19: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Understanding the shadow side

Conditioning, culture and norms:� What is considered fair?� What is considered unfair?

19Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� What is valued?� What are considered appropriate ways

to deal with deviance?

Page 20: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Understanding the roots of the shadow side …

� Product of the ancient brain� Product of the primitive social brain� Unconscious (psychoanalytic)

processes

20Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

processes� “Undiscussibles” / defensive routines

Page 21: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Group discussion:Managing the “shadow side”

� How can you manage effectively withthe “shadow side”?

� What are some of the pitfalls?

21Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� What are the opportunities?

Page 22: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

“Model I”

AIMS(Governing Values)

BEHAVIOUR(Action Strategies)

IMPACT(Consequences)

Control the purpose of the meeting or encounter

Asserting your ownposition in order to be in control and win

Miscommunication

Mistrust

22Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

encounter

Maximise winning and minimise losing for yourself

Minimise upsetting yourself and others

Maximise rationality

control and win

Promoting face-saving -your own and others

Taking your own reasoning for granted

Asking leading questions

Avoiding enquiry into others’ views

Protectiveness

Self-fulfilling prophecies

Self-sealing processes

Escalating error

Reference: Chris Argyris

Page 23: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

“Model II”

AIMS(Governing Values)

BEHAVIOUR(Action Strategies)

IMPACT(Consequences)

Valid (confirmable) information

Advocating your position and subjecting it to inquiry and public

Reduction of self-fulfilling, self-sealing,error-escalating

23Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

Free and informed choice

Internal commitment to the choice

it to inquiry and public testing

Minimising unilateral face-saving

Enquiring into others’ views

error-escalating processes

Effective problem solving

Reference: Chris Argyris

Page 24: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

“Social Virtues”

Help & support “Being nice” Treat people as grown-ups

Respect for others

Defer and don’t confront

Respect capacity for self-reflection

“Model I” “Model II”

24Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

Honesty All or nothing Bringing your left-hand column into the right-hand

Strength Advocate to win; hide all vulnerability

Balance advocacy with inquiry and admit vulnerability

Integrity Stick to your principles & values

Advocate your principles & values, invite inquiry, and encourage others to do the same

Page 25: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Managing the “shadow side”

� Suspendfulness

Emergence

25Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� Emergence

� Initiative-taking process

Page 26: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Single and double loop learning

ResultsUnderlying

assumptionsTechniques,

Goals, Values & Strategies

Single loop learning: Problem solving –improving the system as it exists

26Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

What we getWhy we do what we do

Strategies

What we do

Double loop learning: More than just fixing the problem, this style of learning involves questioning the underlying assumptions behind techniques, goals, values & strategies

Reference: Chris Argyris, Good Communication that Blocks Learning, HBR 1994

Page 27: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Action learning …

27Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

Action learning …

Page 28: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Reflecting on the impact of “Leading for the Future”

� Reaction of participants:� Measure participants’ initial satisfaction with elements of the

programme (level 1)*

� Knowledge and/or skills that have been learned:� Measure changes in knowledge, skills, attitudes and self-awareness

28Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� Measure changes in knowledge, skills, attitudes and self-awareness (level 2)

� How learning has been applied:� Identify where and how learning has been applied (i.e., changes in

behaviour) to the benefit of individual performance in role (level 3)

� What impact has it had:� Assess the impact of any changes (in skills, behaviours) on individual

and organisational performance (level 4)

* Levels of evaluation according to Kirkpatrick

Page 29: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Evaluation – group & individual

Group discussion:� What worked well / what would be even better if… � What have you learned?

How have you applied the learning?

29Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

� How have you applied the learning?� 1 or 2 key learning points

� How will you sustain the learning and development beyond the programme?

Evaluation feedback forms – your chance to give level 1 feedback

Page 30: Leading for the Future - knowledge.scot.nhs.uk leadership modu… · Single and double loop learning Results Underlying assumptions Techniques, Goals, Values & Strategies Single loop

Review & check out…

30Leading for the Future / Adaptive Leadership / Module 3 (2013)Leading for the Future / Adaptive Leadership - Module 3 (2014)

…and looking ahead