Organizational Learning

SoL #3 Elevate Your Learning Agility Game: Unleash the Untapped Potential of This Powerful Strategy

Pamela Meyer

This is the 3rd installment of Pamela’s Summer of Learning Series.

For many years, I taught a business creativity course to adult undergraduate students at DePaul University. In addition to learning various creativity theories, I devoted half the class time to improvisation games and eventually fully improvised scenes. The class allowed students to develop a pre-defined competence of “Can apply the theory and practice of improvisation to enhance workplace creativity.”

These sessions first taught me the importance of naming and sharing your learning goals and, more importantly, the value of holding your goals lightly and leaving some room for surprises.

The Value to Naming and Sharing Your Learning Goals

Research shows that committing to specific goals AND sharing them with others greatly enhances your likelihood of achieving them. Your chances of success are even greater if you share those results with someone whose status or authority you respect (e.g., a manager, mentor, or colleague you admire). This is particularly valuable when venturing into new territory demanding learning agility. For workplace learning, it can be especially effective to:

  • • Draft and share your learning goals.
  • • Keep a learning journal or other record of your experiences and lessons learned throughout your endeavor.
  • • Share your progress and learning outcomes with a trusted friend, colleague, or mentor and, ideally, with a broader community, such as your team, or at your next Lunch & Learn session.

To get started, draft a short competence statement before you embark on your new learning adventure. You can download a competence statement template and example in the Summer of Learning Framework.

Distinguish Between Process and Performance Goals

As important as drafting learning goals is recognizing the learning that happens along the way to developing competence. These include expanding your network, becoming more comfortable learning in a new way, and even discovering talents you didn’t know you had.

In contrast, performance goals are the projected outcomes and impact of your learning. For example, will your new skills and knowledge help you increase sales, improve teamwork, or reduce time to market? In other words, “How will your new competence generate value for you and your stakeholders?”

Leave Room for Surprises

The growth that happens on our way to developing new competency is sometimes hard to predict, and these surprises can be the best part! Over the years teaching my creativity course, I witnessed and heard so many stories of transformation that I centered my doctoral research on the question, “What happens for people as they learn to improvise?” The findings inspired my book,  From Workplace to Playspace: Innovating, Learning and Changing Through Dynamic Engagement.

Success Story: How Starshine Got Her Groove Back

One woman’s journey stood out as especially surprising. In her first learning journal (which she permitted me to quote from using her nickname “Starshine”), she wondered why she had even registered for a class that included improvisation in the description. She described herself as “shy” and someone “who gets nervous in front of people” and “rarely speaks in class.” She lived into this identity for the first few weeks of class while still dutifully participating in all the class exercises, however uncomfortable they were. Then, one day, about halfway into the quarter, she was in a scene with two classmates, one well over a foot taller than she was. The improvisation scenario was a robbery taking place within a shoe store. Starshine, astonishing herself and her classmates, leaped into the scene with an imaginary gun and pulled the much taller male “shoe salesperson” into a playful headlock. The short scene quickly unfolded to peels of laughter as the formerly retiring Starshine took total control of the scene and “robbed” the improvised store of all of the latest styles in footwear.

 

In her journal that night, she described feeling “physically and mentally open for anything to come my way” and leaving the class with “a feeling of sureness, freedom, and optimism about me.”

In the following weeks and months, Starshine’s confidence within and beyond the classroom only grew. She later reported that she was now speaking up and sharing ideas more freely at work. She had joined Toastmasters and was even standing up to speak to her large congregation on Sundays, something she couldn’t have previously imagined.

Why It’s Important to Hold Your Learning Goals Lightly

While Starshine demonstrated the pre-defined course competence, I share her story as a reminder of the value of setting learning goals; we should hold those goals lightly. By that, I mean that if we only focus on our pre-defined destination, we might miss all the additional ways we are learning and growing along the way.

In addition to “enhancing her workplace creativity,” Starshine deepened her relationships with her learning colleagues by becoming willing to share more of her playful self, encouraging them to do the same. She became a valuable faith community member by speaking up and inspiring others. And perhaps most importantly, she found her voice and developed confidence in her ability to think on her feet and contribute positively even in unfamiliar settings.

It wasn’t an explicit learning goal, yet the most valuable aspect of Starshine’s experience was the confidence she developed in her ability to learn and adapt to new and changing circumstances: her LEARNING AGILITY.

Pro Tip: This is an important reminder for my talent development colleagues as they measure the impact of their L&D strategies: Be sure your evaluations include open questions to discover the unexpected aspects of the learning experience. They may end up being even more impactful than your planned outcomes!

Bonus Resources

Here are a few resources to help you craft and refine your learning goals:

Best Practices for Celebrating Agile Success and Being More Agile

Pamela Meyer

Whether it is at a big project milestone, or end of the quarter or year, taking the time to acknowledge and recognize your wins and learn the lessons from experience will help you build on your successes and continue to innovate. Read on for some of my favorite Retrospective questions and best practices for success in the coming year!

1: Celebrate your wins, large and small.

Research and your own experience show how important it is to pause and acknowledge your progress. Such reflection improves employee engagement and retention, the ability and motivation to persevere, and the likelihood of long-term success.

Here are just a few of the successes our clients are celebrating this year, some of which can be overlooked if we focus exclusively on financial metrics:

  • Individual and team growth, competence, capacity and confidence development
  • Expansion and diversification of your Relational Web of skills, knowledge, talent and resources that enable you to be agile and innovate through the unexpected and unplanned

• Business results in key strategic areas:

  • Time to Market
  • Customer acquisition, satisfaction, and retention
  • The triple bottom line

2: Host a Retrospective.

In addition to celebrating your wins, consider hosting a year- or quarter-end Retrospective. As you may know, most agile methodologies include periodic retrospectives, in which the agile team reflects not just on WHAT it accomplished, but HOW it accomplished it and what lessons they learned that can guide them going forward.

Here are a few of my favorite retrospective questions to help you amplify your strengths and build on your areas of opportunity in the coming year:

  • When were you at your best?
  • How did you learn and adapt as you worked together?
  • Which of the Agility Shift dynamics did you actively demonstrate? Which do you need to develop and more consistently demonstrate? (Take the complimentary Agility Shift Inventory (ASI) to start this conversation, or contact us for a comprehensive Team ASI)
  • What lessons did you learn that could guide your success with your team?
  • Bonus Question inspired by Jeff Sutherland’s work: What one thing could you have done differently that would have made you happier?

3: Be More Agile in 2021.

Once you have celebrated and completed your reflections you will have a valuable list of successes to recognize and share across your organization. You will also have identified some exciting areas for new learning and talent development.

The next three questions can help you zero in on your areas of greatest opportunity by thinking about WHAT you want to get done, WHO would benefit most and HOW to realize those benefits:

  • Which of your key stakeholders and leaders have the necessary agility competence, capacity and confidence to execute your agile innovation initiatives and which could benefit from additional support?
  • How will your talent development strategy help your people at all levels develop their agility ability?
  • Who will champion these critical capabilities across the organization to help you achieve and sustain your commitment to agility?

You are not alone if you struggle to answer some of these questions. We regularly work with leaders and teams to help them discover the best agile learning and talent development strategies to meet their business goals.

Contact Us to Discover Your Best Approach to Agile Talent Development

Agile 101 (Part 3 of 3): Developing and Sustaining Agile Leaders

Agile 101 (Part 3 of 3): Developing and Sustaining Agile Leaders

Pamela Meyer

Developing and Sustaining Agile Leaders, Teams, and Organizations

In Part One I shared the inspiration for this three-part series. In a nutshell, this series is for anyone whose organization has made agility a top strategic priority. This includes, but is not limited to, companies that are adopting agile methodologies at the team level, are starting to scale agile across the enterprise (see Part Two of this series), or have more broadly understood that business agility is critical to staying competitive in a rapidly changing world. This final post is for you if your organization fits any of these categories and you want to ensure that your investment in business agility delivers the results you seek.

“Where Should We Start?”

The question above is the first one leaders ask after committing to being more agile. Of course, before we can answer that question, we must agree on what we are talking about when we talk about agility.

Broadly, I describe agility as your ability to respond effectively to the unexpected and unplanned and quickly turn challenges into opportunities.

This is not a dictionary definition but a performance statement. The leaders I work with don’t need to know what agility looks like on paper; they need to know what it looks like in action.

The goal of any agile initiative is not agility itself but sustained performance through both stable and volatile conditions.

To consistently achieve this level of performance, the organizations I have researched and currently work with consistently attend to each of the six dynamics of the Agility Shift. To fully understand each dynamic and how to bring it to life in your organization, I direct you to my book, The Agility Shift: Creating Agile Leaders, Teams and Organizations, as well as my website for additional resources. Below is a brief introduction to each of the dynamics:

Relational Web

Relational Web: The network of skills, knowledge, talent, and resources that you need to be able to tap at a moment’s notice when things don’t go as planned or a new opportunity emerges. 

Relevant: The ability to understand current trends and customer and workforce needs and adapt to stay relevant to and competitive in the market. 

Responsive: The ability to respond in a timely and effective way to unexpected and unplanned challenges and opportunities.

Resilient: The ability to quickly regroup when things don’t go as planned.

Resourceful: The ability to make optimal and innovative use of available resources.

Reflective: The ability to learn the lessons from experience and thoughtfully apply those lessons to new and emerging situations. 

Agility and Agile methodologies are certainly not mutually exclusive. You don’t need to adopt a specific agile methodology to improve your leadership, team, or organizational agility. Yet, adopting an agile methodology without attending to the necessary mindset, culture, and practice shifts will not yield the hoped-for results, especially over the long haul.

Making the Mindset and Culture Shift So Agility Can Thrive

Now that we have a shared understanding of agility and the six dynamics necessary to sustain it, we must understand and make (and continue to make) the mindset and culture shift required to thrive in this radical (for many) new ways of working.

A recent joint global survey by Forbes Insights and the Scrum Alliance of 1,000 C-suite executives across industries found 83% of respondents cite an agile mindset/flexibility as the most essential characteristic of today’s C-suite (2018).

At its core, an agile mindset and culture value learning and change over planning and control.

In my research of more than 1,500 leaders at all levels of business and industry, an agile mindset is tightly linked to two key aspects of agility: Responsiveness and Resourcefulness.

Responsive and Resourceful

In particular, the ability to quickly turn challenges into opportunities and look for opportunities in the midst of change is strongly connected to Agility Shift Inventory-takers’ ability to be responsive and resourceful. These mindset attributes also strongly differentiate the most agile from the least agile respondents in the Agility Shift Inventory. 

Reinforcing our research, Nigel Davies at Forbes interviewed several leaders about the pitfalls of adopting agile and found that mindset was a common challenge.

For example, Christopher McFarlane, an agile project manager for Walmart Canada, told him, “Instilling an agile mindset internally is one of the hardest things about the transition.” Successfully building an agile organization is also an endurance sport, says David Fort, managing director at Haines Watts Manchester, “Being an agile business isn’t a start-stop scenario; it’s a constant shift in culture and balance that has to be regularly revisited. If you stop running as an agile business, you will likely seize up. The real challenge is ensuring the agility is fresh, and the team members are focused on being agile.” (Davies, 2019)

Adding urgency to the need to attend to the leadership mindset is that many organizations are not yet seeing the expected returns of their formidable investments in agility because leaders underestimated the mindset and cultural shift that would be required for a successful transformation.

Mindset and culture are directly linked. Mindset influences thinking; thinking influences our actions; culture is created through repeated patterns of thinking and acting.

Version One’s survey of 1,319 leaders in organizations ranging from less than 1,000 employees to greater than 20,000 found that the top challenge in a successful agile transformation is that their current culture is at odds with the degree of communication, collaboration, self-organization, and continuous learning that is at the heart of agile practices. Coming in a close second is an overarching organizational resistance to change (13th Annual State of Agile Report, 2018).

There is good news, however. The Forbes Insights and the Scrum Alliance report cited earlier also found that those organizations that were realizing results from adopting agile practices also reported strong cultural alignment, while those that were not yet seeing a return cited organizational culture as the impediment (2018). Leaders have a significant influence over the success or failure of agile initiatives as they set the tone, model, and reinforce the underlying beliefs, values, and behaviors that make up their organizational cultures. 

This growing body of evidence all points in the same direction: any organization that makes agility a top strategic priority must also prioritize learning and talent development strategies that support the critical mindset and behavioral shifts necessary to achieve the results of these investments.  

Our work in recent years with companies like T-Mobile (see case story and webinar) demonstrates the power of engaging leaders across the enterprise in high-content, high-engagement learning and development experiences and has yielded exciting results. In addition to high net-promoter scores, which show initial enthusiasm, a rigorous analysis of how learning is being applied across the organization demonstrates significant business value. If an organization like T-Mobile, operating in an extremely competitive environment and through years-long uncertainty of a possible merger, can sustain results, your organization can, too. 

Supporting Your Organization’s Agility Shift Through Learning and Talent Development

Just like reaching your health and fitness goals, developing and sustaining business agility is not a one-time endeavor but a commitment to a new way of life. Fitness experts have found that consistency and variety are the secret to sustained success. The same applies to your organization’s leadership, team, and organizational agility.

Making the Agility Shift

Making the Agility Shift

Attaining a consistent practice for agility requires an approach that includes enough variety to keep your workforce stretching and growing. The strategies we have found most impactful put the mindset shift in the center and build the Three Cs of The Agility Shift: Competence, Capacity, and Confidence. Consistent and innovative learning and development approaches in each area reinforce a culture in which agile thinking and behavior can thrive.

 

Scalable Talent Development Approaches for Agile Leaders, Teams, and Organizations

One of the challenges in supporting organization-wide agility initiatives is providing meaningful and impactful learning opportunities across the enterprise. Whether led by your in-house training team or outside contractors, you are likely constrained by budget, available time (both training professionals’ and employees’ available time), as well as personnel.

We use several highly adaptable strategies to help our clients overcome these barriers:

  • Human Resource Strategies: We often work with HR and Talent Development leaders to ensure an integrated approach across the organization. Aligning staffing, talent development, performance appraisal, and coaching with agile organizational goals helps build a workplace culture in which agility can thrive. 
  • Train-the-Trainer: We work with in-house learning and development professionals to train and certify them in customizable modules that they can then use to lead sessions for leaders at all levels of the organization. We provide an Agility Shift Facilitator Guide and participant materials. This approach offers the most flexible and comprehensive approach for building and sustaining an agile workforce.
  • Agility Champion Training: In this immersive training session, we help designated Agility Champions throughout the organization learn the foundational concepts and best practices of team and leadership agility while building their competence, capacity, and confidence as agility resource persons, coaches, and activity facilitators. Agility Champions are also trained on and given access to a series of micro-learning resources and Take it to Your Team activities they can use to support continuous leadership and team development. 
  • Agility Lab Micro-learning Resources: Many managers and agile team leaders like integrating our range of micro-learning resources and guided activities to support team engagement, innovation, and performance. These resources can be used one-on-one, to kick off a meeting, planning session, or integrated into a retrospective.
  • Agility Assessment: Often, the biggest challenge in making the Agility Shift is the mindset shift and understanding how that mindset shift translates into new habits in each of the six dynamics of the agility shift. The Agility Shift Inventory (ASI) helps individuals and teams discover where their greatest strengths and opportunities lie so that they can invest their time and resources for maximum impact.
  • Coaching: Because agile ways of thinking and working represent a significant shift for most leaders and team members, we provide individualized coaching to help contributors make their own agility shift so they can ensure their teams and the organization realize results from their agile initiatives.
  • Leadership Development: An agile leader is anyone who spots a challenge or opportunity and effectively responds. Now more than ever, organizations need agile leaders at all business levels who can lead effectively in the midst of rapid change and uncertainty. Your current and emerging leaders need to consistently model and inspire others to make the Agility Shift.
  • Team Development: Agile organizations are team-centric and increasingly networked. The best investment you can make is in team success. Whether or not you are adopting agile methodologies, teams need to be able to effectively innovate and adapt, as well as communicate, collaborate, and coordinate resources. We help teams build their agility competence through high-content, high-engagement development days that integrate reflection and action planning based on the results of their Team Agility Shift Inventory.
  • Customized Solutions: There is no one-size-fits-all solution for any organization. Your business priorities, leadership commitment, environment, and available resources all dictate which strategy is best for you. We work with organizations to determine the approach that will be most effective and sustainable to improve performance.

When You Should Consider an Agile Learning and Talent Development Approach

The good news is that building your organization’s overall competence, capacity, and confidence in agility is compatible with overall organizational agility objectives and each of the agile methodologies and agile transformation approaches described in this blog series. Not only is it compatible, but it is essential that you provide engaging and motivating development opportunities and help your leaders and teams make and sustain the necessary mindset and practical shift required to deliver results. Because we humans are hard-wired to scan our environments for threats (read changes and disruptions) and avoid or resist them at all costs, we need new and continuous practices to help us make the intentional shifts to help us maximize each new disruption and opportunity. Whichever approach you choose, you need to have a strategy that helps your human system of interactions engage with and deliver the positive benefits and outcomes of your agility shift.

Which learning and development approach is right for you?

SCHEDULE TIME WITH PAMELA MEYER TO FIND OUT

 

Pamela Meyer, Ph.D. is the author of The Agility Shift: Creating Agile and Effective Leaders, Teams and Organizations. She is a sought-after keynote speaker and works with leaders and teams across industries who need innovative learning and talent development strategies to make the mindset and business shift to compete in a rapidly changing marketplace.

Additional References

13th Annual State of Agile Report. (2018). Retrieved from https://www.stateofagile.com/

Davies, N. (2019). Agile Deserves The Hype, But It Can Also Fail: How To Avoid The Pitfalls. Forbes. Retrieved from Forbes website: https://www.forbes.com/sites/nigeldavies/2019/07/02/agile-deserves-the-hype-but-it-can-also-fail-how-to-avoid-the-pitfalls/#c9ced757a0cf

How Agile and DevOps enable digital readiness and transformation. (2018). Hampshire, UK: Freeform Dynamics.

The Elusive Agile Enterprise: How the Right Leadership Mindset, Workforce and Culture Can Transform Your Organization. Jersey City, NJ: Forbes Insights and the Scrum Alliance (2018). Retrieved from: https://www.scrumalliance.org/ScrumRedesignDEVSite/media/Forbes-Media/ScrumAlliance_REPORT_FINAL-WEB.pdf

Schwartz, J., Collins, L., Stockton, H., Wagner, D., & Walsh, B. (2017). Rewriting the Rules for the Digital Age: 2017 Deloitte Human Capital Trends. Retrieved from: https://www2.deloitte.com/content/dam/Deloitte/global/Documents/HumanCapital/hc-2017-global-human-capital-trends-gx.pdf

 

 

The Positive Principle: Building Your Capacity for Improvisation and Appreciative Inquiry

Pamela Meyer

The Positive Principle(D. L. Cooperrider, Sorensen, Whitney, & Yaeger, 2000: 20) is a central and guiding principle of Appreciative Inquiry (AI), as well as its theoretical foundation [NOTE: For fuller introduction, download Organizational Improvisation & Appreciative Inquiry:] Not based in deficit thinking, rabid searches for “problems” or organizational challenges, AI looks for “that which gives life to the organization.” For legions of executives and MBA graduates, this is indeed a radical, even heretical concept. Many business people build their credibility and careers on their ability to identify and solve problems. Even I, as I was starting my consulting practice, was counseled to identify “the problem to which I was the answer.”

My experience bears out this ingrained “problem focus.” Working with clients and students using the AI process, I have noticed how often they are tempted to shift into “problem-solving” mode or to ask deficit-focused questions once the appreciative inquiry is underway. Here, additional competence in the practice of principles of improvisation can help AI participants leverage the positive, forward movement of the inquiry toward its positive potential.

AI involves, in a central way, the art and practice of asking questions that strengthen a system’s capacity to apprehend, anticipate, and heighten positive potential (Cooperrider, Sorensen et al. 2000: 5).

Improvisation, like AI, is founded on a positive principle—the principle of Say, “Yes, and . . .” (Meyer, 2000: 63). Improvisers must accept (or say, “yes”) to anything they discover on stage, receive from another player or the audience. They cannot stop at acceptance, however, they must move the action forward by adding their own discoveries (saying, “and . . .”). This positive orientation is the foundation for improvisation success, as it is for all creative collaborations in business and life.

The conceptual framework of AI is most often translated into practice as the 4-D process (D. Cooperrider & Whitney, 2000; Hammond, 1998; Watkins & Mohr, 2001). AI, not only supports positive organizational change but helps individuals build some of the skills necessary for successful improvisation in the workplace. The practice of AI also contributes to organizational memory via storytelling and while giving individuals opportunities to cultivate their improvisation competencies and foster a culture where improvisation is more likely to be successful. Additionally, the inquiry process is grounded in the lived experiences of organizational participants. To discover the positive core of these experiences, AI participants must listen closely and without judgment—essential competencies for improvisation.

At the center of the “4-D Process” of AI is an inquiry into personal positive experiences related to the topic. Concert pianist and consultant, Michael Jones writes Creativity involves living in the question—Improvising involves a living inquiry into what is. When our conditioned knowledge and theories no longer serve us, we need to inquire more deeply into things as they are. This creates a space for more subtle insights to emerge (1997: 60).

An inquiry of quality and depth, grounded in individual experience also promotes organizational learning as framed by Crossan, Lane, and White (1996) as including intuition, as well as interpreting, integrating and institutionalizing new discoveries. Individual learning, within this framework, includes changes in cognition and/or behavior. Integrated learning represents a change in both cognition and behavior. An inquiry that invites participants to share their experiences and make (sometimes new) meaning of them, then, may enhance this integration process while building individual experience, comfort, and capacity to “live in the question” and improvise.

Cooperrider, D., & Whitney, D. (2000). A positive revolution in change: Appreciative inquiry. In D. L. S. Cooperrider, Jr., Peter F.; Whitney, Diana; Yaeger, Therese (Ed.), Appreciative inquiry (pp. 3-27). Champaign, IL: Stipes. Cooperrider, D. L., Sorensen, J., Peter F., Whitney, D., & Yaeger, T. (Eds.). (2000). Appreciative Inquiry: Rethinking human organization toward a positive theory of change. Champaign, IL: Stipes. Crossan, M., Lane, H. W., & White, R. E. (1996). Organizational learning: Toward a unifying framework.Unpublished manuscript, London, Ontario. Hammond, S. A. (1998). The thin book of appreciative inquiry (2nd ed.). Plano, TX: Thin Book Publishing. Jones, M. (1997). Getting creativity back into corporate decision making. Journal for Quality & Participation, 20(1), 58-62. Meyer, P. (2000). Quantum Creativity: Nine principles to transform the way you work. Chicago: Contemporary Books. Watkins, J. M., & Mohr, B. J. (2001). Appreciative inquiry: Change at the speed of imagination. San Francisco: Jossey-Bass/Pfeiffer.