Worcester
Local Area Group

On
May 9, 2007 twenty seven persons gathered in Worcester, comprising
present, past, and prospective Learning Group members to explore the
idea of an ODLG Worcester local area group. The meeting was convened
and
led by
Mike
Halperin of Fallon
Clinic and Virginia
Swain of the Institute
for Global Leadership.
Those attending found considerable value from the meeting, and there was much
enthusiasm over having a continuing group to provide learning and
networking that would supplement the current ODLG offerings and be
especially accessible to those in Metro Worcester area. Accordingly
the Coordinating Committee
has approved our first local area group (and is very interested in
applying this model to other regions). The Worcester group is
currently presenting bimonthly program meetings and has started a branch of our
Mentoring Program.
Next
Worcester program meeting
What: Three Levels of
Learning
When: September 10, 2008, 5:30 PM to 8:30 PM (first 30 minutes networking)
Location:
Fallon
Clinic Training Center, 640
Lincoln Street, Worcester
Parking:
Available at the location
free
Public
Transportation: The
location can be
reached by WRTA buses 23
and 26,
but you will need a ride back.
Cost: Free for members; $20 for nonmembers
RSVP to: worcester@learninggroup.org
The September 10 Worcester meeting
will be "Three Levels of Learning". Participants will have
their choice of three discussion groups: "Mentoring," "Team
Building" and
"Organizational Learning". Those attending
each section will determine the focus of the discussion, while
benefiting from the expertise of the subject matter experts
facilitating. Following the small group sessions will be whole group
discussion on lessons learned, commonalities, and ideas for further
learning.
This program is designed for those working in OD and
related fields, as well as those interested in issues generally
applicable to the world of work. Those attending will learn new
ideas, share experiences, thinking and interests, obtain
opportunities for further learning, be able to make connections, and
experience the power of Learning Group shared learning and
community.
“Mentoring” will be facilitated by Polly
Silva. Polly is an independent consultant specializing in
organizational learning and development. She has been a business
lecturer at Albertus Magnus College, Eastern Connecticut State
University, Albertus Magnus University, and the University of
Hartford. Previously, she held management positions at MCI, Performance Engineering
Corporation, and the Arlington (Virginia) County government. She has
a Ph. D. in Adult Learning and Human Resource Management from
Virginia Technical University. Since joining the Learning Group in
January she has become active in the Worcester Local Area Group,
working on program meetings, membership, and the Worcester branch of
our Mentoring Program; she was the
winner of our August 2008 Member
Recognition Award.
Possible topics for this section include mentoring
vs. coaching, individual vs. group mentoring, formal vs. informal
mentoring, characteristics of good mentoring programs – and
whatever you want to talk about. For the draft outline for
this section, click here.
“Team Learning” will be facilitated by Debora
Bercume. Deborah is Principal of Bercume Associates, which
enables people and business to be their best. She has over twenty
years of experience working with professionals to achieve personal
and professional fulfillment. Her clients have included American Cancer Society,
Bertucci’s, Cambridge Health Alliance, Clariant Corporation,
Cutler Associates, EMC Corporation, Massachusetts Department of
Human Resources, Panera Bread, Parametric Technology, Southbridge
Savings Bank, Straumann Manufacturing, and Westborough Bank. She has
received certifications through the Institute of Professional
Empowerment Coaching as a Certified Executive & Leadership
Coach, a Master Core Energy Leadership Certified Coach, and a
Certified Coach Trainer.Deborah presented on “DiSC Indra”
at our August
2008 “Four Models for Conflict Resolution” program.
Possible
topics for this section include coaching for learning, action
learning, kaizen, challenges to successful team learning – and
whatever you want to talk about. For the draft outline for this section, click
here.
“Organizational Learning” will be facilitated by Hugh
McGill. Hugh is Process Evaluation Coach at AstraZeneca and
Principal of HVM
Consulting. He has over twenty-five years experience in
organizational understanding; his business experience started on the
production line and grew to supervisory and management
responsibilities. He teaches in the leadership graduate programs at
Northeastern University and Cambridge College and sees himself as a
guide and a catalyst to help individuals reflect on their
experiences and to use that knowledge towards their own personal
growth. His
accomplishments include implementing successful production
operations in both start-up and established companies, designing and
implementing organizational restructuring, ISO 9000 implementation
and change management, and guiding individuals and teams to
sustainable productivity and holding held human resource and
manufacturing leadership positions in private, public and
employee-owned companies. A former member of our Coordinating
Committee, Hugh co-facilitated the section on “Conflict
Resolution” at our March 2004
“Communities of Practice” meeting.
Possible topics for this section include learning
organization, communities of practice, action learning – and
whatever you want to talk about. For the draft outline for this section, click
here.
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We
will have notes on the August 7 "Careers and Work"
Worcester meeting posted here soon.
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Meeting
notes for June 3, 2008
The
June 3 Worcester meeting features Paul
Kampas of Kampas
Research on "A Visual Language and Framework for
Organization Diagnosis and Design". We learned a new
methodology for understanding organizations and change management,
as well as for examining the place of OD inside organizations. For
the presentation piece, click
here. Notes soon!
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Meeting
Notes for April 3, 2008
Our
April 3 meeting was "Shared Learning in Three
Areas of OD". Participants has their choice of small group
discussion on one of three topics: "Culture Change"
(facilitated by Anne
Perschel of Germane
Consulting), "Leadership Development" (facilitated by Dan
Nicholes of the Center
for Business and Industry at Worcester State College, and
"Team Building" (facilitated by Leslie
Zobler of Fallon
Clinic). Following these was a whole group session on lessons
learned and ideas for follow up. We will notes and documents posted
soon.
Meeting
Notes for January 10, 2008
Our
January 10 meeting was on "Dialogue". It was facilitated
by Jim
Murphy, a member of our Coordinating
Committee and the Chief Learning Officer of Management
2008. We will have notes and documents posted soon.
Meeting
Notes for November 27, 2007 Virginia
Swain led the November 27 meeting on "Why Mission
Statements Matter". Co-founder of the Worcester Local Area
Group, Virginia is CEO and Director of the Institute
for Global Leadership. Participants received
an overview of and experiential learning on the mission statement
process and how it helps us dig below the surface of our lives and
refocus on our core values and principles. Virginia
began by asking why those attending had come. Some of the answers
were as follows:
-
The
company I work for is doing some work in this area, but I am
also interested in defining my own personal mission.
-
I
am doing workshop on these issues.
-
I
am seeking an example of a mission statement.
-
I
am a Learning Group member new to the Worcester meetings.
-
The
location is convenient to me!
-
Being
in transition, mission is a topic relevant to me.
Virginia
then cited two of her influences in her work on mission issues:
Virginia's
chief interest has been the question "Why am I here?" She
notes that there are three categories of people, based on they feel
about that: traditionalists, modernists, and cultural
creatives. It is with the third of these that her work is most
focused on. Cultural
creatives are people who are in service to others. Mission
statements, which provide goals, objectives and action steps are a
great aid to them. Virginia
then gave us an exercise: to write down one word that best describes
you. A way to see what our mission should be! We
then considered the first handout, "The Seven Stages of
Transition". Based on Life
Changes, by Sabrina Spencer and John Adams, this model can
be applied to individuals or organizations. The seven steps, which
lead to a new vision, are as follows:
1.
Losing focus
2.
Minimizing impact
3.
Chaos
4.
Letting go of the past
5.
Testing limits
6.
Searching for meaning
7.
Integrating
The
different stage of this transition cycle requires different styles
of leadership, as shown in the second handout,
"Personal/Institutional/National/Global Life Cycle Model".
Adapted by Virginia from the life cycle model of Arlin
Rothauge, this identifies the following needs:
-
Formation
requires a leader with creative growth, who can establish a
tradition.
-
Stabilization
requires leader who is a manger who can both conserve and
innovate, securing a sound future.
-
Decline
requires a leader who is non-judgmental, a healer, teacher and
companion.
-
Chaos/death
requires a leader who models letting go and forgiveness, as a
parent, teacher and companion.
-
Renewal/birth
requires a leader who is a catalytic and entrepreneurial, with
resilience and imagination.
Virginia
described the role of celebrations at the different steps, an idea
she developed from work she did at the United Nations. A ceremony
she arranged was so moving that it "converted" an opponent
of the change effort. Techniques
for gaining insight and self-awareness help us to determine our
mission. But we also need to plan how to create our vision into
action. The underlying questions are "What am I? and "Why
I am I here?" We
then did an exercise in pairs, each person choosing a defining life
moment (possibly not recognized as such at the time) and telling the
other about it. The listener then told their reaction and
understanding - and we all found that this "feedback" made
us realize things that we had not understood before. In
analyzing what it was like to listen to the other person's story, we
found that the experience felt meaningful and challenging. The
feedback added to our mental model and was a "gift".
Knowing who you are enable you to help others find out who they are. Virginia
asked us to consider our idea of ourselves: how it relates to what
we were in the past, are in the present and will be in the future.
Our mission statement tells us what has to happen for that future to
be realized. In conclusion, she asked to reflect on our feedback
impacted our understanding of our life purpose. In
reviewing the meeting, those participating found it to be give
valuable insight and learning. For more in Virginia's work on
personal and organizational mission, see the 2008
IGL event listing and her article "Mission
"Possible".
Meeting
Notes for October 17
The
Worcester October 17 meeting featured Leslie
Zobler, Leadership and Organizational Development Specialist,
Fallon Clinic, on "A Day in the Life of a Shadow Coach".
Leslie described innovation in customer feedback at Fallon and how
it is an example of a large-scale organizational change.
A
particular highlight of the Fallon system is the
"shadowing" of health care workers (doctors, nurses, and
other staff) for one whole day. Two persons watch and record all
interactions of the care provider with each patient. Data is also
collected from patients via a survey.
The
shadow data template emphasizes the Fallon organizational standards
for customer service. These in turn are based on best practice
recommendations derived from research emphasizing that success in health
care delivery is very dependent on how the patient perceives the
doctor and other providers.
The
shadowers thus act as the "eyes of the patient". It was
noted that the patient is otherwise always with only one other
person (e.g., doctor or nurse) so that this is only way that
accurate information on these interactions can obtained.
Feedback
is given from the compiled reports to staff. At first, it was feared
that those receiving these might be defensive or unreceptive, and
efforts is made to make sure that the positive aims of this process
are emphasized. But in fact even those getting those most negative
feedback have proved to be aware of the value of being able to see
themselves as others see them.
The
process has thus led to change by providers and their supervisor, in
clinic procedures, in the organizational culture, and in the data
collection process itself. In addition, those attending were able to
provide comments and suggestions that Leslie felt would be valuable
for Fallon to consider. The program thus illustrated the Learning
Group as a community for shared learning.
Leslie
also asked us to consider some other organizational settings in
which such shadowing would be valuate. The following list was thus
obtained:
-
Service
sector (e.g., auto service centers)
-
Stores
-
Colleges/schools/teachers
-
Airports
-
Finance
-
Technology
service providers/call centers
-
Executives/CEO's
-
Restaurants
(cf. Phantom Gourmet)
-
Social
services
-
The
court system
-
Police
-
Educational
institutions
-
OD
consulting
-
Elected
officials
For
Leslie's presentation piece, click
here!
Meeting
Notes for August 1
Our
August 1 presenter was Gary Segal, featured Gary Segal, Senior Director, Staffing and Development, Fallon
Clinic
on
“Personal Transformation”. Gary explained that his presentation
was a shortened version of a two and half day residential program
based on the classic workshops of NTL.
Considerable
psychological research indicates that our basic personalities,
belief systems, and values are former between the ages of eight and
twelve. However, significant emotional events can alter these
traits.
Gary
explained this process by describing some of events that influence
his life . He then led us through exercise in which we considered
and discussed our life histories in small groups, paying
attention to the time period in which we were eight to twelve. In
particular we examined the following and how they affected our
personality:
-
Homelife
-
School
-
World
events
-
Friends
-
What
we were like
-
Family
-
Other
We
also discussed significant events since that period and how they
affected us. Overall, these are what determines how we see the
world.
Gary
also walked us through some of the other parts of these
transformation workshops, including the following:
-
The
role of peak experiences
-
How
we make choices
-
Outcomes
as our response to events
-
Fantasy
work situations
-
Making
an inventory of what we like to do
-
Constructing
a self-portrait
-
Examining
the roles that we play
-
Considering
the constraints that hold us back
-
Forming
a support group
-
Keeping
a diary
-
Doing
a retrospective of the rest of your life
-
Restating
the life/work situation
-
Writing
a letter to one's self
Gary
noted that these exercises are "not for the faint of
heart". Going though them requires honesty and courage and may
raise privacy or boundary issues.
For
Gary's masterly PowerPoint presentation piece, click
here. Warning: You may wish to download before viewing, as the
file is so large as to take a long time to access.
Meeting
notes for June
19
The
theme of this meeting at Worcester
State College, facilitated by Mike Halperin and Virginia Swain,
was "Our Passions and OD". The pre-meeting recommended
reading for the session was Michael
Doyle's highly prescient 1986
article "Now is the Time for All Good OD Practitioners to Come
to the Aid of
Their Planet".
Breaking
into small groups, those attending discussed the following
questions:
1.
What are you passionate about?
2. What is the meaning of passion in OD/change work?
3. How would you connect your passions to the levels described by
Doyle?
4. What issues are important to focus on?
5. What skills do we need to operationalize our passion?
We
then reported on our discussions to the whole group.
On
passions, some of the answers that were given were as follows:
-
Be
a change agent/dealing with people
-
Being
a catalyst for change/coaching
-
Seeing
people experience creativity (at the group level)
-
Personal
growth in my work/dream analysis in my personal life
-
Total
change education/lifelong learning
-
Helping
picture see where they fit into the organizational "big
picture"
-
Teaching
-
Growing
things (organically)
-
Exploring
different cultures and appreciating them through understanding
-
Change
for improvement/helping individuals and organizations change
-
Being
values-driven/integrity
-
Building
new things with public purpose
-
Service
to patient/collaboration/helping them get to the best place
-
Helping
people move beyond where they are
-
Walking,
beer
-
Swimming
-
Participatory
workplaces and dialogic communication
In
relating passions to OD, the following some connections that were
were noted were these:
-
OD
people are committed to helping others.
-
OD
practitioners help systems and the organizations within them
become better.
-
Passion
with respect to authenticity and objectivity can be
"transferred" from the individual practitioner to the
organization.
-
You
can be passionate about the need for OD!
On
connecting our passions to the levels noted in the Doyle article,
some observations were as follows:
-
We
need to help organizations realize that giving back to the
community and the planet is good business.
-
We
need to find the energy to change the social structure.
-
We
can help people know who they really are and to find inner
peace.
-
Climate
change is an issue being recognized in the business world and on
which OD practices can applied.
-
How
can we use our OD tools to influence practical decision making?
-
It
is difficult to find metrics that demonstrate the benefits of
changes that have had a positive impact on the wider community.
-
Organization
capabilities support risk taking.
-
We
need to create safe environments to share ideas and to have
trust and integrity.
-
Change
in role expectations is constant.
As
to the skills needed to operationalize our passions, suggestions
included these:
-
Story-telling,
especially about successes
-
Meeting
the new generation and helping
them grasp the value of collaboration
-
Building
team skills, beginning with children
-
Compassion
(giving vs. getting)
-
Identifying
connections between mission and outcome
-
Balancing
individual and organizational missions
-
Intervention:
reframing situations
-
Presencing,
listening
-
Entering
with compassion
-
Recognizing
why are where you fit
-
Awareness
to collaborate and learn together
In
reviewing the meeting, there was agreement that it was a good
learning experience. The hope was expressed that members can help
the group to continue and to grow.
Meeting
notes for May 9
The
May 9 meeting, hosted by Fallon
Clinic in Worcester, featured a World Cafe format,
conducted by Mike and Virginia, for discussion on the
issue of change. The first question was, "What drew
you here and what would you like to get out of this meeting?" Answers
were as follows:
-
I
was free.
-
I
attended other ODLG meetings and enjoyed them.
-
I
was coming from Logan Airport.
-
I
came from Boston – comfortable ride.
-
Came
to network, has been very successful.
-
Hope
to meet new people who are doing inspirational work.
-
Wanted
to see some new faces, meet people I know.
-
It
is wonderful to see the Worcester group succeed.
-
Mike
wanted me.
-
We
need a formal process for folks for networking in the OD
profession in Worcester and Rhode Island.
-
To
meet creative people in a non-formal and flexible environment.
-
To
understand the practices of dialogue
and World Cafe.
-
The
ease of time and location.
-
To
have fun.
-
To
understand how creativity is integrated.
-
In
the hope of establishing a continuing connection.
-
To
learn current practices and obstacles.
-
Opportunity
to network with other professionals.
-
Connecting
with local OD professionals.
-
Opportunity
to get fresh fresh ideas.
-
Looking
for a job.
-
Looking
for new contacts for consulting.
-
Focus
on central Massachusetts rather than Boston.
-
To
get new contacts.
-
To
learn strategies.
-
To
get a sense of how the group may evolve.
-
To
know if this organization is a good fit for me.
-
To
learn different ideas for and approaches to change.
-
To
broaden my knowledge of opportunities in Central Massachusetts.
-
To
reconnect with the group (involved before).
-
Job
hunting - making connections.
-
For
a support group in this location.
-
Intellectual
stimulation.
-
Meet
and create a new network.
-
Fresher
ideas to look at issues.
-
Difficulty
in getting to Boston regularly.
-
Network
- each meeting is different - I learn a lot.
-
Looking
for an easily accessible location.
-
People
are helpful - I get great tips.
-
Able
to go the both groups - Boston and Worcester.
-
All
good things come from networking.
-
Learning.
-
To
integrate OD work with other work.
-
To
learn and teach problem solving skills.
-
Moving
from profit to nonprofit.
-
Personal
growth.
-
Networking
and learning new techniques.
-
Networking
and relationships.
-
To
meet others and see what we can do together.
-
To
learn new things.
-
To
learn and get new perspectives.
In
the second round the question was "What are the conditions that
will increase your personal receptivity to change?" Response
were as follows:
-
Freedom
from fear.
-
Ability
to be as creative as desired.
-
See
an opportunity for growth (personal and professional).
-
Having
an understanding of the expected change and its benefits.
-
Degree
of connectivity - the greater the connectivity, the greater I embrace
change, whether in the heart or in the head.
-
AFOG
-
Not
wasting the trip - empowering change where the support structure
is moving in a positive direction for the right reasons, not
just going through the motions.
-
Depends
on priorities and capacity.
-
Lower
risk.
-
It
has a benefit for me.
-
Fear
of consequences.
-
If
there is a common understanding among the team.
-
If
the consequences are greater (if fear is increased).
-
Change
is good if I learn a new skill and it fits with my values.
-
If
it includes a plan and I know why and how.
-
I
like change! Don't need "conditions".
-
I
weigh the risks and benefits and evaluate.
-
Sense
of possibility.
-
Systems
view - need for change, connections among changes, energy for
change.
-
Individual
receptivity enabled by organizations that are built to change -
change is social!
-
Self-organization:
capacity of individual and organizations to change.
-
Availability
of information and technology.
-
Recreate
ourselves individually to support organizational change.
-
Excited
about change, new things.
-
"Big
picture" strategies.
-
Shake
up and move on.
-
Involvement
- "people support what they help to create".
-
Knowing
why the change is happening.
-
Engagement.
-
Opportunity
to help the change.
-
Excitement
- "bring it on!"
-
Challenge.
-
Getting
unstuck.
-
Trust
- to eliminate pain and fear.
-
I
thrive on change and get bored with the status quo.
-
When
I have a challenge - curiosity about what could be better.
-
I
always assume that there could be something better.
-
"The
challenge"
-
To
be the designer.
-
Sense
of wonder.
-
Understanding
- not a mystery.
-
Guilt
can lead to change.
-
Daunting
change can be less positive.
-
When
I have partners whom I can talk to about it.
The
next question was, "Given the conditions that influence your
personal receptivity to change, how can you maximize the success for
organizational change?" These responses were given:
-
Give
people the freedom to create change from within.
-
Opportunity
to look for solutions vs. to implement solutions.
-
Helping
people understand and make sense of the change process creates
resilience.
-
Embrace
the fact that we're already creative - it's a skill; appeal to
hearts and minds.
-
Moving
toward something new rather than away from something old.
-
Get
people involved with where the organization needs to go.
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