Deeper
Inquiry Group

On
February 21, 2006 eleven Learning Group members took part in a special
meeting on "Presencing/Theory U" to further explore the
ideas of Presencing
and Theory
U, as presented by Otto
Scharmer at our September
2004 and December
2005 program meetings. The discussion was so stimulating that
the idea of forming a special interest group to explore "deeper
inquiry" was put forth.
Following a meeting on May 2 a plan was devised and
approved by our Coordinating Committee.
The
new “subgroup” is for Learning Group members who wish to explore
presencing and related topics through unstructured, open inquiry, dialogue, discussion
and, oftentimes, simply being present to what comes up for us as a
group.
The
group is operating as a team with rotating facilitation. An e-group
is used for administration; membership in it is open to all Learning
Group members who would like to participate.
The
next meeting will be October 7, 7:00 PM to 9:00 PM, at the offices of MetaView Consulting
and Coaching, at 7
Mystic Street, Room 200, Arlington Center. Judy
Wallace will facilitate, using Dialogue,
on an as yet to emerge topic.
To
RSVP for this meeting or find out more information about the
Deep Group, write to to deep@learninggroup.org.
However, members should feel free to come even if circumstances do
not permit sending advance notice. Nonmembers may join at the
meeting; for membership information, click
here. Past Deep Group participation is not necessary to be
part of out presencing experiment. All one needs is an open heart,
open mind, and one's personal truth.
We
will have notes on the June 10, July 1, August 5 and September 2 meetings soon.
Prior
Meeting
notes
Almost
by its very nature, the subject matter of the Deeper Inquiry Group
(sometimes nicknamed DIG SIG) is not easy to describe. Likewise,
discussion has been free-flowing and note-taking is somewhat like
writing on the wind. Nevertheless, we are trying to capture some
of the flavor of the meetings here, with "back-sequenced"
reports. However, the following can at least give some idea of the
nature of the Deep Group discussions.
The
topic for our May 6 meeting, facilitated by Malaena
Nahmias and Gillian
Orlinksky. was accessing and integrating one's "shadow
side" to bring us into deeper collective awareness and
presence. Our facilitators offered the following definition
of "shadow side," based on the writing of Debby
Ford:
The
shadow contains the parts of ourselves that we try to hide, deny
or suppress. It is the keeper of aspects of ourselves that we
dislike and the qualities that we judge as unacceptable. The
shadow wears many faces: angry, critical, fearful, lazy,
controlling, selfish, weak, and pathetic. These are the faces we
don't want to show to the world and the faces we don't want to
show to ourselves.
Most
of us expend huge amounts of energy trying to get rid of or
control these unwanted aspects of ourselves. We hope that by
hiding or fixing our "bad qualities" we will have the
peace, success and happiness we desire. Most of us are convinced
that we are flawed and inadequate so we become masters of
disguise, and go to great lengths to hide our bad qualities from
those around us, even from ourselves. Our shadow can become the
source of creativity, humility, and compassion if through
self-awareness we can accept our selves as whole, including our
shadow.
They
all cited the following poem by Rumi:
The
Guest House
This being human is a guest house
Every morning a new arrival.
A joy, a depression, a meanness,
some momentary awareness comes
as an unexpected visitor.
Welcome and entertain them all!
Even if they are a crowd of sorrows,
who violently sweep your house
empty of its furniture,
still treat each guest honorably.
He may be clearing you out for some new delight.
The dark thought, the shame, the malice,
meet them at the door laughing,
and invite them in.
Be grateful for whoever comes,
because each has been sent
as
a guide from beyond.
We
began with an exercise in which we wrote words descriptive of our
own personal shadow side on pieces of paper. This were mixed
together and in rotation we drew out and commented on these
descriptions.
Some
of the issue and ideas that arose from the subsequent discussion
were as follows:
-
What
are the barriers that prevent from openly discussing our shadow
sides?
-
Many
of the "shadow characteristics" would seem to be
normal behaviors, natural under certainly circumstances.
-
The
same item given might mean different things to different people.
-
What
would it be like if we did not attempt to conceal our shadow
side?
-
Is
it possible to interact with one's shadow?
-
Can
a group have a collective shadow? If so, can and should it be
explored?
-
Is
it desirable to advance beyond the normal boundaries of
conservation in order to identify and work on shadow selves?
-
Could
this group agree not to hold back in the interest of being a
laboratory for exploring thought and behavior?
-
Should
agents of change identify their own shadow side with the client
or the group?
These
questions proved both complex and interesting, with some points
being rather controversial. We thus decided to follow up on this
topic at our next meeting.
-
- -
Our
April 8 meeting was co-facilitated by Jiahong
Juda and Judy
Wallace will following up on a question from our March 4 meeting
on whether co-facilitation is better than solo facilitation, with
the topic
continuing our consideration of "use of self" approach as
a mean to promote deeper conversation.
We
began with a check-in describing our present state of mind.
"Excitement" was the most commonly cited feeling about the
meeting, but joy, anticipation, peacefulness, openness, curiosity, a
"state of calling," hopefulness, caution, and nervousness
were also mentioned.
Paper
and stickies were put on the table, with participants urged to write
down any thoughts they had during the discussion. Later we would
"harvest" these to create a shared sense of the meeting.
Our
facilitators then put forth two question for the discussion: (1) Is
there an experience that you would be willing to share in which you
applied use of self to be an instrument of change? (2) How is use of
self helpful to groups?
Jiahong
Juda compiled the harvest into a document she called the "random
list". It is an interesting method to record the spirit of
and learning from the meeting.
A
few "thoughts" or "themes" that survived onto
other paper notes from the discussion:
-
We
are always instruments of change, whether
consciously/intentionally or not.
-
To
understand the change, we need to listen to our "voice
within".
-
Changing
the container can promote change in the group.
-
We
need to get away from considerations of self-interest to find
and meet the needs of the group.
-
Facilitators
and consultants can see themselves an instruments of change.
-
- -
The
March 4 meeting continued with facilitated discussion, with Marci
Shaffer leading us as we further considered use of self as a
means for deep organizational change. We began by summarizing our
last meeting, noting the importance of the "container" and
the role of OD practitioners in enabling discussion not to yield to
the "default container" but rather take a deeper
direction.
We
also noted again the Deep Group itself as an experiment in such
conversations. And a connection was noted to Otto Scharmer's ideas
concerning how we can get out of the "blind
spot" and move toward deep innovation and change.
Some
ideas emanating from the the subsequent discussion on use of self
and deep change were as follows:
-
"The
success of the intervention depends upon the intervenor".
-
The
inner place that we work from is an instrument of change.
-
Peter
Block's Flawless
Consulting shows how change agents need to be reflective
to succeed.
-
Change
agents need to return what they have experienced and learned via
use of self to the group.
-
Change
agents need to promote the well being of the group.
-
There
are different levels of the self and groups may need to go
through different stages.
-
As
opposed to self as ego, we need to promote a collective sense of
self.
-
To
promote deep change, we need to take the group to a higher level
(e.g., ask, "How are we doing as a group?").
-
There
needs to be a balance between the individual and the team or
group, with each being tolerant of the other.
-
How
can we make "magic" happen?
-
"Give
to the group and open something new."
-
Change
agents need to bring out what is in others.
-
Are
there structures or techniques for taking a group higher?
-
If
you can approach the group from a higher state, you will be more
able to advance them (provided they see that your higher state
is "real').
-
How
can we convey what we can feel but cannot articulate?
-
The
groups needs to feel that everyone is present to one another.
-
There
is a tension between pushing further ahead and pulling back.
One
question that came up was whether co-facilitation may be more
effective. We accordingly decided to experiment by continuing this
discussion at our next meeting with two facilitators.
-
- -
Our
February 5 meeting was facilitated by Jim Ritscher and continued with the “safe container” theme from
our previous meeting. The group applauded Jim’s efforts at creating an
excellent, reflective summary of his definition of a container,
which as he sees it, is the core organization developmental skill.
According
to Jim, ‘the container refers to the set of forces, agreements and
interactions that bind and control a group or organization. It is
the boundary that expresses what is and is not acceptable for the
group.”
He
cited, and we discussed, the following nine areas as tools for
shaping the container:
-
Focus
directly on the container (guidelines, etc.)
-
Explore
big questions
-
Focus
on business and organization needs
-
Perform
standard facilitation functions
-
Use
Self as instrument of change
-
Engage
in inner development
-
Build
group capacity
-
Focus
on Healing
-
Use
exercises (visualization, etc.)
Jim
also presented some suggested guidelines, which we dialogued about
for most off the session. Strong feelings emerged around the use of
first person (e.g., I agree to participate and to make sure
other people participate). In terms of our group, the consensus was
that individual participants should be considering as having
responsibility for other's behavior.
The
meeting evoked much divergent conversation. While some of the
participants viewed the session as informational and, therefore, not
an entry point into “deep” conversations, others chose to
reflect on the experience as that’s
what emerged and felt accepting of the result. As in all
meetings, participants strive to remain open to what
comes up in the moment, and the core group seems to have
developed its own safe container through unspoken guidelines.
-
- -
At
our January 8 2008 meeting we discussed what proved to be the selected
topic for our next meeting: how can a "container" be
created for deep change. Often, it was noted, a container is seen as
providing a "safe place" for open discussion, but
paradoxically change may not occur unless people are willing to take
"dangerous" risks.
We
also put that question into the context of our meetings: What is
enabling for some people (e.g., candles) may make other
uncomfortable. We talked about how we can honestly fact up to
personal issues such as that, using the Deep Group as a
"laboratory" for human interaction.
This
discussion related to the ongoing theme of what we are creating and
exploring in these meetings. There was some feeling that to get
better in focus the "no topic" parameter should be
abandoned, though we felt that self-facilitation was still
appropriate.
We
used a one work check-out to capture attendees' feeling about the
meeting, with the following list ensuing:
-
Excited
-
Reflective
-
Stimulated
-
Curious
-
Processing
-
Thinking
-
Looking
ahead
At
our November and December meetings we continued with the
visualization and meditation processes employed in October. At the
former, we reached a very "metalogic" state in which those
present felt having received deep insight into to question of what
the group is accomplishing, without being able to "name"
the experience. We decide to try to pick up exactly where we left
off and continue with self-facilitation.
The
"where we left" experiment had a mixed success, perhaps in
part due to a slightly changing composition of the group. We tried
to start with a recent member's experience but got somewhat
"stuck" before resuming the quest. However, there was
agreement that it was a valuable experience and that participants
had been able to state their feelings and understanding in a
reciprocally respectful way. So we again decide to continue the same
"undefined process" next time, again using
self-facilitation.
At
our October 2 meeting, Michele
Simos and Paul Weisman facilitated, showing us a device for
"Brilliant Decision-Making," as developed by Ron
W. Jue, Ph.D. and Volker
Schad. We began by formulating an opening question of
"What are we exploring and creating through the Deep
Group?" Each of us formed a visual image of the group, the
following list emerging:
-
A
playground
-
A
spider's web
-
Clasped
open hands
-
A
labyrinth
-
A
living cell
-
A
sheet of yellow paper
-
A
monkey
-
A
magnifying glass
-
An
underground river
-
The
ocean
-
A
garden
-
- -
Judy
Wallace facilitated our September 11 meeting, in which used
dialogue, this to discuss the U-process. Judy's handouts are
available in the Deep Group e-group.
In
a variant of a talking stick, Judy set out various objects on the
table for us to take indicating our willingness to speak and (from
our choices) as an indication of our current state of mind.
We
discussed each of the stages of the U process and the role of
dialogue at each. Those attending again found the dialogue
methodology very helpful for the discussion.
Our
August 7 meeting continued our exploration of Dialogue and was facilitated
by Allyn
Bradford (the coordinator of out Dialogue
Group). Following a check-in, Allyn explained the use of a talking
stick and asked us to create the dialogue container by following
these principles:
-
Listen
with an open mind.
-
Be
aware of your assumptions.
-
Seek
a collective meaning.
-
Speak
the truth as you see it.
-
Share
your thinking process.
-
Nurture
emerging ideas.
-
Balance
advocacy with inquiry.
-
Suspend
judgment.
-
Find
your own voice.
-
Be
in touch with your attitudes.
In
a rather free-flowing discussion, we touched many topics. Some ideas
that were expressed were as follows:
-
By
being explicit about our assumptions, we can get feedback on our
thoughts.
-
Consider
whether you "own" your assumptions or whether your
assumptions "own" you.
-
Slowing
down the conversation process allows for better understanding.
-
Dialogue
can create a "peaceful oasis" that leads to collective
emerging thought.
-
Our
early conditioning effects our judgment, and our being quick to
judge can keep us from learning.
-
Certain
organizational cultures (such as that of Toyota)
are receptive to suspending judgment and being open to new
ideas.
-
Judgment
can be turned on and off.
-
We
do need to make everyday judgments simply to cope with our
environment.
-
One
result of dialogue can be the acceptance of our not all being in
agreement.
-
Another
principle useful in Dialogue (analogous to the practice of the Quakers)
is to refrain from speaking until you are sure that what you say
will improve the quality of the discussion.
-
The
"letting go" of the urge to speak may resemble the
"letting go" in the U
process.
-
Judgment
often is exhibited in our parenting.
-
How
does judgment differ from discernment?
-
Dialogue
allows us to tap into a deep need that we have lost in a
culture.
-
We
can experiment with the principles of dialogue in our day to day
life.
-
Dialogue
helps us connect with other people.
-
What
creates the container for dialogue?
-
There
may be a relation between dialogue and diversity in that both
involve accepting others (but also accepting yourself).
-
How
can we bring dialogue into organizations?
-
Can
dialogue "spill over" into the larger organization?
-
Dialogue
has been used in some organizations.
-
Ford
has a practice of identify meetings as "triangular"
(decision making) or "circular" (opening up new
possibilities).
-
There
are some similarities between dialogue and Co-Active
Coaching.
-
Dialogue
has been used in the classroom.
-
To
use dialogue in organizations means that people have to let go
of their organizational roles and to be committed to the
process.
-
What
lies "beneath" our judgments?
In
a concluding check-out, we compared our experiences with using
dialogue. In particular, whether a talking stick is helpful and how
silence for reflection can be promoted were discussed. But overall
there was a consensus to keep using dialogue as the format for these
meetings.
Some
books that were cited in the discussion:
Otto
Scharmer, Theory
U
Eckhart Tolle, The
Power of Now and A
New Earth
David Yankelovich, The
Magic of Dialogue
-
- -
Our
July 10 session was on the role of Dialogue in presencing and in the
Deep Group and was facilitated by Jim
Murphy. Note taker was Judy
Wallace.
In
part, this topic was selected because at our June 5 meeting that has
been some feeling that the nature of our conversations should be
reviewed. After some introduction about dialogue from Jim and
discussion among the group, the evening’s topic seemed to hold the
questions
This
became the guiding topic/question for the evening’s discussion.
After
the opening of the space with the reminder that silence is OK, we
moved into dialogue around a "sample" list of dialogue
guidelines, viz.:
-
Speak
to the group.
-
Listen
without resistance.
-
Speak
again only after others have had their turn.
-
Specify
your assumptions.
-
Balance
inquiry and advocacy.
-
Build
shared meanings.
-
Move
beyond your individual idea to a deeper understanding.
-
Allow
silence for reflection.
It
was later commented that this permission to have silence seemed to
relax the conversation, slow the pace compared to previous times.
The guideline that seemed to bring out the most questions or
comments was “Speak to the group”. There was a tendency
for open interpretation on this and others, but the group agreed in
principal to the guidelines and moved into the broader dialogue with
these in mind.
Lots
of very rich thoughts were expressed about how these guidelines in
organizational conversations and contexts might make a difference.
There was also the sense that the individual’s role in relation to
the group would be more one of less focus on self and one’s own
ideas and identity and more openness to other’s ideas and seeing
the bigger what might benefit the group or the organization.
One
line of inquiry that guided our conversation honed in on the very
results and competitive orientation of most organizations that we
might have as clients. It was also mentioned that innovation
is seen to come out of competition. Could dialogue produce
these kinds of results? Could the cultures of dialogue and
competition be compatible? Could there be a “both and” way
forward?
Another
expressed the fast paced atmosphere and sense of urgency around
time, how things need to happen at a speed that requires meeting
deadlines with no time for slowing down. So this whole
question of how dialogue practices could be effective or even
introduced into the organizational context where competition,
results, deadlines, efficiency, egos, and action-orientation
predominate became part of our conversation. It also seemed to
point to further conversations. Along with this were ideas
expressed about how dialogue might actually produce more long term
productivity, quality, and employee satisfaction. It was
pointed out that most organizations in our culture are so good as
“doing” or “taking action” and not good at “being” or
“stillness” or “slowing down”. We are good at talking
and not so good at listening. It was said that “silence can
be the connective tissue of collaboration”.
It
was also pointed out that science and the need to control, to
predict, to replicate results has influenced our culture. In quantum
physics that all got thrown up in the air as the outcome could not
be known or predicted; so is the case with dialogue.
We
concluded by reflecting the process we had just experience and comparing
the conversion/dialogue of this evening with those of previous
meetings. These were some of the thoughts put forward:
-
Equality
of participation – not really there in the past.
-
Because
silence was OK, there seemed to be a shift in the group, a
slowing down of the pace
-
No
debate
-
No
competition to speak, could put out ideas more easily
-
Sense
of safety
-
More
restful, receptive, sometimes almost meditative atmosphere
-
Not
trying to convince or persuade
-
Could
hear different points of view, ideas not thought of before, so
opened wider perspective
-
Realization
that don’t have to voice all thoughts
-
Listening
-
Inviting,
welcoming, like being held
-
Organic
process, not controlled
-
Would
like more time to go deeper (maybe three hours?)
It
was agreed that the group would continue with dialogue as the
process, at least for the next meeting. It was suggested that the
evening’s facilitator provide context or guidelines for each
evening.
-
- -
On
June 5, our facilitator was Tom
Matera, with the topic being whether presencing is an
evolutionary or a transformational process. We began with a round of
introductions and why we were drawn to the Deep Group, producing
some of the following comments:
-
I
like the concept of "deep" learning.
-
I
am interested in spirituality and find support in the group.
-
I
get energy from the group.
-
I
am interested in the subject of presencing.
-
I
like the mixture of individual and group ideas on change, which
provides emerging learning.
-
I
enjoy the richness of the discussion.
-
I
find the ideas presented useful in my work.
Tom
the suggested that, while at first that difference between "evolution"
and transformation" might
seem abstract or semantic, examining our view on these concept could help us better understand presencing. Some
thoughts that came up in this first part of the discussion were as
follows:
-
Presencing
involves both evolutionary and transformational components.
-
When
we look back at evolutionary change, it may seem that it was at some
point a transformation; this may occur at the point of "letting
go," when the acceptance of a new paradigm occurred.
-
External
change, such as disruptive
technology, can produce the need for transformation, but
organizations (cf. the experience of Digital)
often cannot make the change. [There is a brief discussion of the
case of Digital in Chapter 18 of Scharmer's Theory
U.]
-
Perhaps
one could say that organizational change is always evolutionary but
transformation occurs when there is awareness of the new state.
-
Personal
transformation may begin as evolutionary, followed by a transforming
"shift".
-
Transformational
change means a new group identity.
-
Transformation
involves letting go of a frame reference - of what we were or what I
"owned".
-
Is
change harder for organizations than for individuals?
-
Letting
go often requires abandoning a previous worldview (cf. Kuhn's The
Structure of Scientific Revolutions).
-
Change
comes when leaders take people on a journey and coach on new
behaviors.
-
Presencing
and Theory U show cases of deep change by organizations
conducting a vision quest.
-
A
change may take place over time (evolutionary) but their may be a
"quick jump" (transformational) to a new place.
-
The
U change process involves adopting new mental models.
-
Could
the U become a spiral?
-
There
can be a point of letting go and "getting stupid"
before the transformation.
-
A
period of practicing over and over may be needed before there
are results.
-
For
deep change, we need to consider our assumptions - do we own
them or do they own us?
-
Transformation
occurs throughout the U process but is most evident in the
"letting go" stage.
We
then made a pause for reflection and resumed the discussion by considering
what gets in the way of transformation. Some of the points raised
were as follows:
-
How
can we determine the steps needed to reach the place where
change is possible?
-
Scharmer
outlines three levels: open mind (readiness to consider change),
open heart (embracing the change), open will (not being able to
go back).
-
A
key issue is how to deal with the fear of making the change.
-
Change
agents need to be able to demonstrate a future that can be seen.
-
We
need to test organizations as to whether they can change.
We
finished with a debrief. There was consensus that the session has
been very valuable.
Some admitted that the topic had seemed "academic" but
that the flow of ideas showed that in fact it led to fruitful discussion.
Some
concerns were raised over "process" issues such as more
equal participation and the use of silence for reflection. It was
suggested that the topic of dialogue for next week might help the
group not only to continue learning about presencing but also to
make another periodic check on its operating principles.
-
- -
The
May 1, 2007 meeting was facilitated by Peter
Kouzmov. Extending the theme previously discussed of how our
own emotions affect the results of our work in organizations, Peter
compared the Presencing model with that of Use
of Self.
We
began with an ice-breaker in which we instructed to maintain eye
contact with another person or persons for two minutes. We then
reported our feelings, generating the following comments:
-
The
experience was uncomfortable, as it made me feel like an
"intruder".
-
A
similar process is used in Speaking
Circles.
-
I
was bothered not only my own discomfort but by my supposing the
other person was feeling discomfort.
-
To
avoid the discomfort, I
"disassociated" by wondering what the intent of the
exercise was.
-
I
had to shift from person to person because it was too much to
stay fixed on one face.
-
Though
I always thought of myself as visual-oriented, this showed the
limitation of that mode.
-
The
discomfort may be because this behavior runs against social
norms.
Next,
we reviewed the Presencing/Theory U model, commenting on our
understanding and experience of each of the steps (consciousness and
awareness of the present moment; being open beyond one’s
perceptions and historical ways of making sense; "letting
go" of the need to control; readiness to "let come";
shifting from re-creating the past to realizing an emerging future;
consciously participating in a larger field for change). Some
remarks from this section included the following:
-
Letting
go means acknowledging that there are new ways to think and being
willing not to follow cultural assumptions.
-
To
let go, there needs to trust that something will indeed come.
-
Letting
go can involve a destabilizing of our world view (cf. Kuhn's The
Structure of Scientific Revolutions).
-
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