I continue to think through the ideas of containers in dialogic work. Thanks to some conversations with a couple of colleagues I had a thought today about the three-cornered nature of the container.
Inspired by the idea of a trialectic, we can describe containers as occupying a space between three points, depending on what they are, what work they are doing and the nature of the substrate in which they sit. The thee points are Designed, Built, and Emergent. Each of these three has a particular focus. The Designed container channels intention. The Built container provides retention and the Emergent container arises from, and demands, attention.
In facilitation practice, the language tends towards designed and built containers. We talk about holding space, we talk about the boundaries, the physical space, the beautiful question, the method. The role of the facilitator is often defined as a person that designs and holds containers.
Complexity however bids us to pay attention to what is happening. When humans meet, containers emerge, almost instantly. Our attention is directed and held, not with the help of a facilitator, but because the constraints of the situation shape what happens. Some constraints precede the encounter, like physical space, organizational history, culture, and power relations. Others emerge through interaction itself. Some are brought by the designer into the room. Together they constitute the container.
Every actual container is some combination of design, building and emergence. The space between these points is what matters, Asking where a container sits within the triangle tells us what work is being done by intention, what work has been stabilized in material, legal, or social structures, and what work must remain open to emergence.
Different types of containers need to do different work. A storage locker is a kind of built container whose work is only the retention of a space that can be filled. There is very little intention paid to the design of a storage locker, and once one is built, it doesn’t need to be designed again. Not much emerges within it. That’s a feature.
An emergent container is one that arises, for example, when two friends meet on the street. In the moment of encounter, a boundary begins to form and an attractor holds the attention of the interaction. When two friends are actively engaged in a conversation on the street there is stuff going on that an “outsider” would struggle to understand. What is at the centre of their shared attention might not be shared by others. You can feel how this little social space is carved out of the rest of the environment. A conversation between friends relies on attention to proceed, and both bring attention to the moment. No designer. No robust structure that must be held.
A designed container is something like a meeting method. When I am using Open Space for example, I am bringing a deliberate intention to the group. “We should meet this way. The conversations should flow like this. The outcomes can be harvested here.” This can be both helpful and extremely perilous.
When design makes contact with reality is the critical moment. Design is only the beginning. Once people begin interacting, the container inevitably shifts toward emergence. Good facilitation is less about preserving the design than noticing where the design is making contact with reality. If the design is held too tightly, the designer is privileged in the space and the group loses possibilities for true emergence. If the design proceeds from the use of constraints to shape interactions, that can be extremely helpful. If the work is complex, bringing attention to bear into the work is critical. The facilitator role shifts from being the process host to holding attention to what is emerging. Not to name it, or to synthesize, but to inform the next move of shifting constraints, including by enlisting the group in that work: “Should we take a break? Do we need more time? Is this the right question? What’s happening now?”
Design that contacts reality in a built container is one in which intention informs the retention. This is how architecture works. It’s about the deployment of pattern languages (in the Alexandrian sense) to the built environment. A living built environment begins with intention that translates into retention provided by stable structures in the built environment. It alos provides affordances for the attention of the users of space to learn and shape the space afterwards. Think of a community garden, or over longer scales, the built environments of towns and villages that shift and change over the years. Stuart Brand wrote about this in “How Buildings Learn.”
I’m exploring the idea that dialogic containers are spaces and moments (physical and non-physical) in which humans make meaning. Dialogic containers are not things facilitators create or hold. They are patterns of constraint within which meaning-making becomes possible. Good facilitation lies not in holding the container but in learning when to design with constraints, when to rely on built ones, and when to let emergent constraints lead.
The photo for this post was taken on Whyte Avenue in Edmonton last June when the Edmonton Oilers were in the Stanley Cup Finals. Everything in this photo can be mapped in the triangle above.
The famous wave at Nazare, Portugal on a light day. The wave is generated from the complex motion of water travelling up a very deep underwater canyon nearly to shore where it rises and meets strong currents coming in many directions. It produces some of the biggest waves in the world. Not easy to surf.
It’s not my title. It’s the title of a book/treatise by Mark Downham, who publishes very long treatises on issues of philosophy, organization, and complexity. This one looks at hosting containers as seen against ideas embedded in Classical Chinese philosophy and it’s going to occupy a big piece of my attention over the next little while.
This has been a spring of considering some of the deeper philosophical issues that meet in the intersection of complexity, hosting, and leadership. I’ve been beavering away a digesting a number of very, very long posts principally by Downham and Snowden in order to clarify my own thinking and practice as a process host, and a teacher of participatory process. It has been a case of getting very clear about the why and where the practice of hosting and holding containers in complexity lies, what is implied by those words and concepts, and why the deep inquiry into the theory brought by these thinkers this spring helps to challenge and sharpen my practice, and help us grow as a field.
It’s not easy. The texts I’ve been reading and engaging with have my mind spinning in several ways and I have been writing bits and pieces here and there to think out loud about them. For me a big benefit of this period of reflection has been to continue to refine the material we are teaching in Complexity Inside and Out, which is a body of work that represents Caitlin’s and my developing practice on working with complexity as and where we find it in our work and lives. That work has been an extension of the work we teach in the Art of Hosting workshops we run. It goes much deeper into practices of working with complexity and introduces people to the work of Snowden, Kurtz, and Eoyang as well as our own work. It is intended to introduce practitioners to complexity tools for working with change in the contexts in which they find themselves, including how to support a personal capacity to host and lead well in complex situations. It grew out of work that we did ten years ago and more when we offered Art of Hosting Beyond the Basics with Tim Merry and Tuesday Rivera, in which each of us extended our own inquiries that started in the Art of Hosting community and took us out to other bodies of work and practice to look at change, complexity, power and personal practice.
So my restless mind and spirit of curiosity has been aroused and shaken and challenged by this rather mammoth collection of works that has appeared this spring. For background I’m going to gather the texts here.
First Downham. These are dense, unexpected texts that draw together strands from fields that are familiar to me and those that are completely outside of my experience. I told Mark he would be a great player of the Glass Bead Game:
- The Architecture of Held Space: The mountain that holds — and the host who learns to hold like one. Here Downham uses many of my writings on the Art of Hosting to discuss the idea of container, so it is getting most of my attention at the moment.
- The Geometry of the Vanishing Container: Breath and Form, Faerie and Field: Pneumatology, Gestalt, and the Liminal Topology of Emergence in the Work of Harrison Owen and Patricia Shaw. which looks at issues of hosting and container work and is one of the few pieces I’ve ever read that sees Harrison Owen’s deep commitment to liturgy in its many forms and guises.
- Cynefin Dynamics and the Choreography of Organizational Change. A commentary on my favourite paper on Cynefin written by Cynthia Kurtz and Dave Snowden in the early days
Snowden’s posts:
- Stacy Unresolved
- Leadership in the Estuary
- The whole series on estuarine thinking, beginning with part one
- Trialectics, or thinking in threes. Alos the start of a series which is inspiring me to think through some ways of talking about containers and de-binarizing some of the dualities we talk about in the art of hosting.
- Foreclosing the territory. A three part series on theories of change that is deeply important in describing the implications of anthro-complexity in change work
None of this is easy reading and these texts have been consuming my thinking over the past few months. I think they are important to my practice, and to the practice of the Art of Hosting community for these reasons, amongst others:
- They offer important claims about epistemic justice, power and subsequent practices of sense-making that help me thinking about positionally of the host, what is visible and what is invisible.
- They offer important reflections on what it means to “design” processes and what it means to host them.
- The offer oblique insights on the notion of theory and practice of working with dialogic containers, especially in complex spaces.
- They challenge the universality of methods, approaches, and tools and invite a more rigorous and context-focused consideration of what to do and how one might do it.
- They surprise me constantly and have offered illumination to some blind spots in my own understanding, generated some aha’s in my own practice, inspired some sharpness in my own thinking, and placed me in a position where I can say more clearly what it is that I do and why that matters.
- They invite us to a reflection on what has built up over time as “ways of doing things” that we take for granted, and invite us back to a renewed view of our works, its sources and the places that it might grow and evolve.
My blog is, as Mark Downham named it, is a field book of notes on practice and theory that I have assembled over the past 20 years. Taken in its totality it represents a journey of a practitioner formed in and adjacent to meaningful communities of practice, bodies of work, teachers and teachings. It is and always will be a place of half-formed thoughts and questions, offered to others as a way to connect and grow a field of practice that honours voice, agency, and community in the pursuit of a better world. It is, as Mark Woods named his blog back in the 1990s using a quote from Stendahl, “the fitful tracing of a portal.” And so I will continue musing out loud here and hope others will join the inquiry.
This inquiry is not everyone’s cup of tea. It is a theory-heavy string, and that theory is positioned in a narrow field of inquiry. It challenges and at times does not pull punches. These blog posts that Downham and Snowden have produced this spring are the deepest and most sophisticated responses to the Art of Hosting body of work I have ever seen in the 20+ plus years I have been around the community. They deserve a serious response, which I have promised to both people. This response though will come in a messy way, informed by practice, thinking, new ideas and conversation. I welcome partners in this. It’s a lot of work but I think this is a serious and important inquiry for those of us who identify, and are identified, as stewards of this work and who are willing to jump in. Just getting the questions right is going to be the first step!
I’m still delightfully jet lagged from the France trip meaning, early nights and early mornings, which suits me fine. It gives me time to read and reflect and to walk, this morning taking time to make a detailed eBird list of the species around me (about 25 this morning, many new flycatchers on the scene), and sit by the sea and catch up with neighbours and their dogs.
I was walking a bit this morning with Augusto Cugnotti’s post in my mind, “The Container is Borrowed” in which he reflects on a mammoth essay by Mark Downham called “The Geometry of the Vanishing Container.”
Downham’s essay imagines a kind of conservation between Harrison Owen and Patricia Shaw, who is a much more interesting person to read. I have not read much of Shaw’s work, to my shame. She was a collaborator with Ralph Stacy and her book on Changing Conversations in Organizations is an important work, and I’ve made a note to take Augusto’s advice and read it.
At any rate, the Coles Notes version here is that I’m looking at this through my own interest in what a “container” is. Increasingly I think that the way I think about dialogic containers are not really captured in the way folks talk use the word. Harrison’s work, captured in Downham’s essay is that the container (especially the physical container) is prepared as a way to trying to create the conditions for emergence. That was his abiding interest and I think Downham names the liturgical and spiritual elements of that in a way I haven’t really seen others capture. When I’m setting up a room, I sometimes feel like a bower bird, and I won’t pretend that liturgy and ceremony is far from my mind. I get it.
It seems that Shaw’s work is primarily concerned with the idea that a consultant or a host or a facilitator can never really be outside of the field in which they are intervening. This seems elemental to me and I’ve made a point of saying that the Participation aspect of the Four Fold Practice of the Art of Hosting is very much about this. You are a part of the field, as is the container and everything else.
Augusto is naming some of these ideas here and it makes me think about why both actual appeal to me.
I see containers as constraint regimes. They are structures that are catalyzed and emerge from constraints that create boundaries and affordances for meaning and action. They are emergent. They are a part of the field, and when we step into a field (a la Shaw) we create a constraint regime just through our presence. Harrison’s approach is that we create physical space and get out of the way of what happens next. But it seems obvious to me that what happens next is not devoid of power, conflict or all the avoidances and limitations that are rooted in the field as well. It is naive to use Open Space (our any other methods) and believe that somehow everyone has left history and identity at the door, including the host. They have not.
Somehow I might define my work as catalyzing action that moves in a “more like this, less like that” direction by working with constraints to change interactions. All change work is about changing constraints, and finding the ones that are most influential in a given context is what complexity work is about. It is not the work of the facilitator to do that. Complex facilitation is about changing interactions not about changing people. A facilitator is not neutral in this context but is in fact a deeply influential participant.
I’m not defending Harrison’s work per se, but learning Open Space taught me about the essential work of managing process and not getting involved in content. It was the first big move for me away from traditional “get involved in the content” facilitation. Shaw’s work – as I understand it from the papers I’ve read – is about acknowledging that there is no “outside.” This was clear to me as a person who had spent my whole career working in communities and organizations. These ideas flow from a number of streams. Lewin helpfully names fields. Snowden and Juarrero name constraints. Pualani Kanakaole names the importance of the deep layers of context that do the real work of hosting. Snowden and Kurtz name the importance of narrative. Isaacs names the container. All of it conspires and moves together to put a question to the practitioner:
“What are you doing?”
When I enter a field to make change now it is not without attention to the landscape of meaning and affordances that exist. I use narrative capture to do that so that the field itself can talk about its experiences, make sense of them, decide what to do. There is a container for this work, and it is lifted intentionally and deliberately and gently from the field, like pinching a bit of cloth on a table to form a little wrinkle. It is not the One Meeting That Rules Them All. Change work requires staying in intimate contact with the field, the larger context. When the dialogic container loses contact with the field, whatever happens there will fail to make the change. It becomes its own thing. Fun maybe, or frustrating, or a kind of utopia. But you will quickly hear people talk about returning to “the real world.” Understanding the current topography of change and resistance and make that visible with minimal intervention is critical. Keeping the work in contact with the field but intervening in smaller ways more often gives a better chance that affordances will be found for promising action. If you aren’t making change in the “real world,” change isn’t being made.
Containers exist because constraints exist. There is a connection. There is a flow. There is an inside and outside, there is an attractor. Even in the most subtle forms, these precipitate differences that become meaningful. What is happening inside this coffee shop is defined by who is on what side of the counter, which languages are being spoken, what the layout of tables and benches do. Who knows whom. The woman who made my espresso was once a kid on a team I coached. When she appears at her job at the community centre, I don’t order coffee from her. We both own shares in the same soccer team, one for which she also once played. The container emerges, is “borrowed” as Augusto says, from the field.
We cannot pretend otherwise. It doesn’t mean that we shouldn’t intervene to make change. It means we should be aware of our intervention and the role we play especially if we show up to the field with power and influence. And if we are making change, that work needs to be as deeply embedded in the field itself and not in the briefcases of consultants or the magic spells of method user guides. It’s about practice. I’m a practitioner.
Harrison’s most influential teaching on my life was not Open Space, actually. It was his slogan “Don’t trust the process, trust the people.” Follow that to its deepest implications and one might arrive at the kinds of questions about epistemic justice, colonization, domination, change-making, and democracy that matter. Those implications are ever-present in my work. I have no answers, but the question “What am I doing?” is a dear companion on the journey.
The Var River below the high village of Touët in France.
This is going to continue the series of posts that began with The Inundated Delta, which was a response to Dave Snowden’s thoughtful position of the Art of Hosting in the context of anthro-complexity.
I want to name the four most influential streams that have shaped my professional life. This is important because it names my intellectual and practitioner lineage so people understand where I am coming from and what questions have formed my practice. This post focusses especially on how I arrived at anthro-complexity as a theory-informed dialogue practitioner and it connects it to the longest standing curiosity I have had which is essentially “What are you going to do about it?” That question has driven every inquiry in my life. It is important to talk about where one is coming from.
The first: my work with Friendship Centres and other Indigenous organizations through the 1990s gave me a practical experience of applying what I learned during the five years I spent at Trent University in what was then called Native Studies, with an emphasis on community and organizational culture. That already shaped much of the way I approached working with people. My practice was further formed by the organizers, facilitators and leaders in the Friendship Centre movement who had built an influential national grassroots movement in Canada.
The second: I’ve talked before about how Open Space completely changed my approach to group facilitation by introducing my to a mode of working with groups that was rooted in the people, their own intelligence and knowledge and not the performative or interventionist nature of the facilitator. Learning about Open Space fundamentally changed the way I looked at organizations, governance and facilitation, and it led me into an inquiry with a wider group of people who were asking questions about what self-organization, complexity and participation meant for these milleaux.
The third: In 2003, at a gathering called by Harrison Owen and others we spent five days in Open Space and I came into the Art of Hosting community through an explicit invitation from Toke Møller who was one of a small number of people forming a community of of practice around the idea of the Four Fold Practice. This appealed to me because I recognized right away that the communities of practice associated with process methodologies were too limiting in terms of trying to understand what happens in a groups space that is truly complex. I was looking for what I later called “communities of praxis” where theory and practice were meeting.
The Art of Hosting itself – the four fold practice – provided a useful heuristic for facilitating practice (and design of participatory facilitation work) and was disruptive enough to the understood norms of facilitation that it was named “hosting.” This naming pointed at the idea that it wasn’t the people or the process that was being actively facilitated by the host. Rather it was the conditions of interaction that were being shaped by the host. The work of the dialogic container was done by the people themselves. The work was not just tools, but rather developing principles of practice.
Several threads from different large group method practice found their way into this nascent understanding of what hosting seeks to generate. It is about highly participatory work, rooted in dialogue and shared meaning-making. From the World Cafe, it was about the “magic in the middle: as Finn Voldtofte named it: the emergent possibilities of what happens in truly participatory spaces. From The Circle Way practice of Baldwin and Linnea, it was “leadership in every seat.” From Harrison Owen and Open Space it was about self-organization and “trust the people, not the process.” All of these point to something that didn’t yet have a mainstream frame of reference, but we understood them to be rooted in complexity.
At that time complexity in humans systems was tied more to the chaos science world, and my own understanding had been informed by the sources the Open Space practitioner community pointed to: Capra, Gleick, Kauffmann, Isaacs, and Bohm. I was less enamoured with Senge et. all’s systems thinking stuff with its causal loops and leverages and flows. In the Art of Hosting world, Tøke and Monica had spent some time with Dee Hock in a Kaos Pilot cohort in San Francisco in the late 1990s and his idea of the dynamic relationship between chaos and order (producing chaordic space) helped us to understand that hosting was a process that helped address the volatile and unknowable nature of true complexity. Hock formulated that thinking in the 1960s when he was trying to create a currency – the VISA cared – and he struggled to find organizational structures that could provide some stability while allowing for self organization. Hock’s work, formed in the 1960s, was more in line with the living systems/chaos theory approach to complexity rather than the more mechanistic systems thinking stuff that Senge and Meadows and others were producing.
Still my curiosity about how complexity happened in groups and organizations and what implications it had for facilitation practice and leadership – and what I was going to do about it – continue to seek deeper understanding And that’s where the fourth big pivotal shift in my practice happened.
Sometime in 2008 I became aware of Dave Snowden’s work and the Cynefin framework entered my awareness. I had been searching for a framework that helped me to understand all the different ways humans systems work and in particular the need to be context specific when doing all of this. My degree in Native Studies had taught me that; context is so much bigger and more important that anything that might happen within it. Maps were central to this understanding.
During my years at Trent, the medicine wheel was perhaps the first framework that was introduced to me to help me understand how context operates. We talked about holistic ways of seeing and working, and be aware of the mental, physical, emotional and spiritual aspects of all that we do. Medicine wheels were extremely powerful frameworks used in the cultural revitalization movements of the 1970s and 1980s when I was studying this work. They represented a way of seeing that recovered Indigenous perspectives on conditions and situations and demanded a deeper accountability to the interconnectedness of living and non-living things in order to create healthy lives. HOW they were used was important though.
I actually wrote my honours these on this, looking two Indigenous organizations and how they were expressing Indigenous culture in the their work. One used the medicine wheel in an almost fundamentalist way, structuring everything according to directions. So it assigned roles to people who lived in the north, east, south and west not according to ability but according to where they lived. Action, healing, vision and strategy had nothing to do with competencies or need, and everything to do with the structure. This was an abject failure and created confusion, conflict and despair in the organization. It was led by two Anishinaabe Elders and cultural practitioners and it was a blanket application of an Anishinaabe values onto a national organization made up of people from many different cultures, spiritual traditions and ways of working.
By contrast, the other organization – the National Association of Friendship Centres, for whom I later worked – organized itself along traditional non-profit ways of doing things. It had a representative board, a standard staffing model, with an Executive Director and a small staff and a pretty clear mandate. The form was light, the staff was small, and it allowed for the organization to be agile and flexible in pursuing funding and program opportunities with the federal government. The work was deeply cultural as well, and the organization had many different cultural practitioners, spiritual leaders and Elders within its ranks and every meeting was supported by this role. We had Elders like Bruce Elijah who attended to our national board meetings and our AGMs were full of ceremony, appropriate to the territory in which we were meeting or supported by people who stepped up to take responsibility for caring for the spiritual and cultural life of the organization. The light, grassroots, member driven structure gave rise to a rich organizational cultural life that was able to handle depression conflicts, emergencies and crises, but also to create a movement in which people were cared for and chose to spend their careers.
The conclusions that stayed with me from the year long piece of research were essentially that culture does not live in imposed frameworks, no matter how sacred or rigidly applied they are, but rather lives in the ways in which people can bring their skills, themselves, and their experiences to bear on the situation at hand. There were many medicine wheels used at the NAFC, but they were used to orient us and make sense of what was happening and to ask questions about what we might do, not to prescribe action or, horror, demand outcome accountability.
This is the backdrop to how I saw and used maps. (I even mashed them all together at one point in what is clearly a whimsical folly.)
Of all the maps I saw, Cynefin said this most explicitly: “horses for courses.” And also, one of Dave’s important principles “data precedes the framework.” Do the appropriate thing given the context you are working with. Don’t impose anything on people that forces them to make meaning according to your frame. And beyond that, Snowden’s work on complexity was exactly what I was looking for to explain how to work with human systems. Hock’s chaord and the way we talked about it in the Art of Hosting mapped well enough onto what Snowden called “linear Cynefin.” I still use this framing to lightly introduce people to complexity, becasue the idea that we default to control when confusing things get unpredictable rather than leaning into a “shallow dive into chaos” is still – and maybe increasingly – radical to most people. The Chaord and Cynenfin are NOT the same thing at all though, and this point will be explored in a subsequent post.
After many years of reading, teaching, and trying stuff out, I took my first Cynefin course in London in 2014. I was especially interested in how complexity would change my approach to harvesting and evaluation, but it did so much more than that. What became “anthro-complexity” offered a significant redirection to my own hosting practice and changed (and continues to inform) my practice of the Art of Hosting. This redirection was strong enough that it knocked me outside of the mainstream practice of the Art of Hosting community of practice. This included the way methods are used (and the primacy of methods), the way training happens, and the way we use this approach for making change. The lessons of that course still resonate with me to this day and have shaped my Art of Hosting practice.
I find myself now in a world that straddles both approaches to this work and I believe that there is a very fruitful area of overlap and generative engagement to be had, the inquiry of which is the basis of our Complexity Inside and Out program.
I also recognize that I am very nearly alone in this inquiry. Many folks in the Art of Hosting community disagree or just don’t understand some of what is core to my practice, and Snowden has made it clear where he understands the limits of the Art of Hosting to be, as he understands them. The confluence of anthro-complexity and the Art of Hosting has distorted my own practice in a way that I feel honours the depth of what both bodies of work are getting at, but it hasn’t left me too many close colleagues. I am still and active member and global steward of the Art of Hosting community of practice, but my stewardship focuses on the Four Fold Practice. I believe that, with use and experience, that framework is incredible helpful for facilitators and leaders to expand their practices deeply into complexity. It helps us to convene better participatory meetings and it helps leaders to lead more engaged teams and organizations, all of which is much desired. Learning to convene well, to host dialogue and to lead in an inclusive way is worthy work.
This commitment to the Four Fold Practice is shaped by what I have learned from anthro-complexity over the years. My next post will dive into some of the specific ways that principles and practices of Snowden’s (and Cynthia Kurtz’s) work have influenced mine, and why I feel like these are important lesson for Art of Hosting practitioners to take on board, especially those of us working explicitly with complexity and change. And following that, I’ll write more on what I think are valuable and important contributions that the Art of Hosting makes on it’s own with respect to convening and learning.
So this post is one of a series that is seeking to describe some of this development in a little more detail. It is also intended to invite Art of Hosting practitioners to further develop our practice especially as we use it within organizations and communities to support change and strategy work. More to come.
We are deep in the rainy season here on the west coast of North America. I’ve been reflecting on my year of work and noticing a few patterns that are coming to mind as I think about the kinds of questions that our clients have been confronting this year. I don’t know that these observations are especially novel, but they do represent patterns that I have seen this year. they also represent places where I think our work can be helpful.
Something of the bigger context.
As it always has been. But that bigger context is currently full of austerity, fear and polarization. Much of our work is within the non-profit and public sector, and our clients have all been facing declines in funding, uncertainty about the future, skyrocketing need from their own clients and a deep questions about using their leadership to confront polarity and division in their organizations and communities.
It used to be that we were confronting a “scarcity mindset” where we feel to recognize the wealth of ideas and leadership that we actually have. This leaves leaders and organizations retreating into their own shells as they try hard to shoulder the responsibility of the work. Often in our organizational development work, we could do things that lift our eyes up a bit and help activate the leadership throughout the organization.
These days, on top of that dynamic, I think we’re facing an “austerity mindset” whereby that wealth of talent, attention and money is still present but it is actually locked away and not available to us. It has been concentrated elsewhere and everyone seems to be preparing to simply do without it.
I’m certainly not 100% sure of this shift, but it feels like the issues leaders are confronting are shifting in ways that we continue to explore with them and their teams, and my colleagues as well. What helps at this time is continued connection and sophisticated situational awareness to see and name what is happening and to be honest about what is available to work with. Maybe, dear readers, you are seeing it too. All work happens in a context and being able to name this context is important, without getting lost in it. I wrote about this back in September.
Five year strategic planning is dead.
The Covid-19 experience seemed to finally put to rest the typical five year strategic planning process. Everyone now has practical and tangible experience of how the best laid plans can be knocked sideways. And in the last year or two, as organizations have been recovering from Covid, they have no been hit with massive uncertainty in the world, including cuts to their funding. And it very much seems irrational, arbitrary and determined by bigger dynamics that are outside of the control of the organizations we get to work with.
In response, the kind of planning I have been asked to do more and more this year is about scenario planning and arriving at a set of practice principles that can help organizations lead towards a variety of futures. I do love this kind of work. It has relational benefits of visioning and dreaming together, but is rooted in deep and practical need for on the ground responses. I’m not an expert at operational planning – and there is always a need for that kind of work – but bringing people together to think about futures and develop some shared resourcefulness about responding to what might happen is useful.
Connection is needed but trust is shaky at the centre.
I have had a blog posts sitting in my drafts for a little while that talks about how we can move from centralized planning and control towards a more networked form of leadership. Ever since I ran across Open Space Technology in 1995 I have seen the need for this, because as Harrison Owen (who we lost in 2025) observed, Open Space activates an organizational structure of shared leadership and responsibility that is latent in any group of people. He called it “The High Performance Organization” and it checks a lot of boxes for what leaders want: engaged staff, ideas and responsibility sprouting up all over, connected and self-organizing teams that are working in a common direction, but meeting challenges where they are at.
The problem is that such networks really depend on the ability and willingness of organizational leaders to open up space for that to happen. We spend a lot of time in our longer engagements working with senior leaders to help them sustain their ability to truly trust the folks in their groups to do the work. It is sometimes a hard thing to bootstrap, but once it gets going, these types of networks can be quite powerful. Central leaders and organizations become conveners rather than resource sinks, and work becomes meaningful. It requires leaders to do the work they are uniquely positioned to do but to release to the community work that can be better done at the edges.
In the little supporter-owned soccer club I am a part of we do this but having our core leadership care for the fiduciary and technical responsibilities or the club and the rest of us live by the principles of “Assume your talents are needed, and proceed until apprehended.” In this way we activate community and true ownership over what we are doing.
And speaking of polarities…
This kind of things means that polarities abound: centralized control and distributed responsibility; continuity of tradition and new responses to emerging conditions; maintaining fiduciary obligations while stretching beyond; focus on the core external offering and building interior connections and development. Every planning process I have been involved in this year seems to hang on one or more of these polarities. Often the conversations about need and purpose start with an acknowledgement that both sides of the polarity are needed and the challenge is to lean into the skills and talent we have to do both. As contextual uncertainty has increased, our clients seem more willing to wrestle with these polarities rather than simply seeing their current conditions as a problem to be solved.
As always, we need to be thoughtful about how we think about change.
We are living in a world which seems to be revelling in ignorance about complexity. Every problem now seems to have a simple answer, with predictable and brutal results. We are fed this line in our civic conversations too, organizational realities and personal lives too. Social media algorithms have shaped our ideas about what is happening in the world and what we should do about it. I think complexity literacy is more important than ever. Just being able to think about the different kinds of change out there TOGETHER helps us to make sense of things in a more useful way and in a way that builds more relationships and therefore more resilience. Some of my go to frameworks for helping folks understand how change happens, the Cynefin framework and the Two Loops framework, continue to be extremely useful for helping people describe the spaces they are in, and chaordic planning has stood the test of time for collaboratively designing responses to these kinds of conditions.
AI is helping us delude ourselves into believing that we don’t need craft, or the ability to confront uncertainty with relationality.
It used to be fairly common that a client would discover that I was a facilitator and hand me an agenda and ask me to facilitate it. Its the reason I wrote the chaordic stepping stones guide in the first places, so that we could explore the possibility space together and design something that was fit to needs instead of simply rolling out a best practice. This year was the first time I received agendas generated by ChatGPT and asked to facilitate those. It took me a moment to figure this out, but I think that many people are probably asking their favourite large language model to give them an agenda for a two day strategic planning process. We are witnessing a massive cultural crises stemming from the destruction of craft across all the arts including music, writing, visual arts and process arts. Designing and facilitating participatory work is a craft. the two go hand in hand. One would never give an accomplished artist a paint-by-numbers set and ask them to use their technique to fill it out the way one wanted. Or hand a musician a piece of music to play that has notes in it, but no sense of development, harmony or rhythm.
Artificial intelligence is excellent at giving one the impression that the uncertainty they are confronting is easily solved. The tools that we currently have access to are extremely powerful aids to help with facilitation work, but they simply cannot replace the craft of relationship building and the time it takes to do work that generates meaningful contribution and ownership and sustainability. Facilitators and participatory leaders need to continue to develop the skills to work with groups of people in increasing complexity, within decreased time frames and a climate of austerity, polarization and uncertainty. Our chatbots are incapable of understanding what we know when we enter a space like that, but those of us that fear the ambiguity of these spaces can find ourselves retreating into the comforting certainty of a set of answers that come from what appears to be a divine and omniscient source. We just have to be careful not to lose the ability to sit together and figure something out. Keep watching sports like soccer and hockey. Keep making music with each other. Exercise the feeling and abilities that we have to make and undo things together without knowing where we are going or what might happen next. Move together, slightly slower than you think you should be, and seeking surprise along the way.
Stories and shared work are helpful.
I had a lovely call the other day with Cynthia Kurtz and Ashley Cooper are some folks Ashley is working with around using Participatory Narrative Inquiry to work with stories in communities and organizations. I continue to use that collection of methods for dealing with difficult and complex situations, including future scenario planning, because my experience has been that making sense of grounded stories together is the best way to engage with the uncertainty and opinionated conversation that passes for civic dialogue. I’m interested in methods and processes of civic deliberation and address conflict with process design. How can we bring difference into governance without confusing it with conflict? How can we work with conflict without confusing it with violence? This is not an area I have ever been comfortable in, but I have found that stories and circle are the best way to have a group of people dive in together on shared work that helps differences become resources and helps conflict become co-discovery. In watching the current kinds of conversations we are having in Canada around things like Aboriginal title, it’s clear that folks with opinions not rooted in actual experience have a hard time even beginning to understand issues, let alone seeing ways in which reconciling differences can be the work of a mature politics, and a potentially defining characteristic of the Canadian project.
So these are some of the things I have seen this year and I expect that these are threads that will continue to grow and bloom in the coming year too. I’m really interested what YOU have noticed?