Creating the Agile Organization: Learning to Play Within the Givens

Sitting in the audience during any long-form improvised theatrical performance the importance of memory becomes readily apparent. One of the best-known long-form improvisations, “The Harold,” was developed by Del Close (Halpern, Close, & Johnson, 1994) and is performed several nights a week at Chicago’s IO (formerly Improv Olympic). Based on a single suggestion from the audience the players begin to “jam” together as they explore the interesting dimensions and associations with the suggestion. This jam session may start with a motion, sound, phrase, exclamation or any number of responses. As the players accept and explore these discoveries soon the first scene and characters emerge, and the players not directly involved on-stage retreat to the sidelines as intent participant-observers to the unfolding action.

 

Collectively, the players must hold both the original “given” (the audience suggestion) and all of the discoveries that emerge from that given. Their challenge is to use this organizational memory to fuel their discoveries, improvised characters and action over the next forty-five or so minutes. If their relationship to this memory is overly procedural (tied to successful bits and characters from past performances), they will not be able to continue to unfold the action and mine the givens for increasingly surprising discoveries, but fall into recursive routines enacting the original assumptions and one-dimensional dynamics.
Organizations are similarly challenged as others (Moorman & Miner, 1998a; Vera & Crossan, 2004) have described, impeded in their ability to improvise when they are overly tied to routines and procedures. However, memory of past routines and approaches can be useful raw material for a novel response to the unexpected (Moorman & Miner, 1998b).
Memory of the “givens” in improvisation, the original inspiration, the organizational vision, the boundaries of available resources, and ready access to various dimensions of knowledge (representational, reflective, and relational), as well as past organizational routines and effective responses are all dependent on a present moment lived experience that includes a relationship to the past and (in the case of vision and goals) the imagined future. This capacity is highly valued on the improv stage. Recently I brought a group of students to a performance at Chicago’s IO. During the post-show discussion a student asked the improvisers, “What quality or competence do you think makes someone a great improviser?” One of the seasoned players responded, “A high point of reference. By that I mean, someone who is well read, is up on current events and popular culture and can draw on any of it at just the right moment. That makes for a very rich improvisation.”
For improvisers both in the theater an organizational settings memory itself does not impede successful improvisation, but the individual’s  relationship to memory and the context (and culture) within which the improvisation is occurring. In other words, memory of the “way we’ve always done things” can be either a limiting routine, or (with “Yes, and…”) a springboard to a novel response.
Balancing Creativity and Constraint
When you think about the givens that you must play within in your organization or work, what systems, process and strategies do you use to help you maintain a lively relationship to them?
Halpern, C., Close, D., & Johnson, K. H. (1994). Truth in comedy: The manual of improvisation. Colorado Springs, CO: Meriwether.
Moorman, C., & Miner, A. S. (1998a). Organizational improvisation and organizational memory. Academy of Management Review, 23(4), 698-723.
Moorman, C., & Miner, A. S. (1998b). The convergence of planning and execution: Improvisation in new product development. Journal of Marketing, 62(3), 1—20.
Vera, D. M., & Crossan, M. (2004). Theatrical Improvisation: Lessons for organizations. Organizational Studies, 25(5), 727-749.

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

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.

From Workplace to Playspace in High-Pressure Organizations

How do we create playspace in very serious, high-pressure, high-stakes environments? I have written about some notable examples of playspace in banking describing the high-engagement experience that Umpqua Bank co-creates each day in From Workplace to Playspace. But what about other high-stakes environments? What about in health care?

How do we make room for engagement, fresh ideas, and open communication when the stakes are literally life and death and there are never enough hours in the day?

Recently, an old friend from high school contacted me to let me know that he was in town for a medical conference. Before reaching out, my friend Dr. John Lanaghan, had poked around my website and without being asked, offered a beautiful answer to this question via email:

“I got to watch one of your recent interviews. Interesting. But I thought that wouldn’t work in a medical workplace–no time for play. Then I kept reflecting on it and realized (long story) how I noticed that it did. I had been at one office for 5 yrs and made an effort to enjoy my time with my co-workers by chatting, celebrating birthdays, kid activities, and playing when possible. Then 5 months ago I started splitting my time between two sites. Suddenly my old site was a bummer and the new location was a pleasure. After your video I realized that I had stopped doing the fun things with the old group, while the new job involved hospital rounds where there was lots of walking and talking and joking. Now I have made an effort to make it to lunch at the same time as my coworkers at the old place and some of the enjoyment of the job is returning.”

When we met for dinner the next night, John shared more about his work. He has spent much of his career in family medicine at the V.A. Medical Center in Iowa City, and had recently begun splitting his time providing palliative care, also in the V.A. system. He acknowledged the challenge of negotiating around large egos and the medical system itself. These were not insurmountable, however, as his own experience and efforts attest. John’s reflections show a deep and intuitive understanding of the ways we can create the space for the play of new ideas and connections in our everyday conversations and interactions. Playspace is not always (or even often) about our traditional conception of play—it is about the space that enables us to engage as whole human beings.

Thank you, John Lanaghan, M.D., for sharing your reflections and to all who co-create playspace doing extra-ordinary work in often challenging circumstances each day!

Outing Other People’s Humanity

At this year’s Academy of Management conference in Montreal, artist and scholar, Nancy Adler shared that she sees her role as “outing other people’s humanity” while speaking at one of several events in her honor. As she reflected on a few colleagues who were closet musicians, visual artists, and/or participated in their community in other generative ways, she challenged us by asking us why we, in business and scholarship, haven’t begun to think about the beautiful?

Adler followed this with three more provocative questions about beauty and leadership.

1. Can we reclaim our ability to see the beauty that’s there?
2. Can we reclaim our ability to imagine what’s beautiful?
3. Can we reclaim our role as leaders and human beings to make the world a more beautiful place?

If we truly take up Adler’s challenge and surrender to living these particular questions, I believe we cannot help but out our own and each others’ humanity. For as we reclaim our ability to see, imagine and create the beautiful, the artificial barriers that separate our playful self from our serious work self will fall away, as will barriers separating our goal-oriented self, from our process self; our indoor self from our outdoor self, our artist self from our management self, and all of our other dualistic selves.

As a gay person, I have long held the position that to “out someone” is a violation that could potentially put the outed person in serious harm’s way—emotionally, socially, and even physically—depending on the context. In this case, outing should, except in cases of extreme hypocrisy (a vocally anti-gay public figure) be the sole business of the individual.

Adler has gotten me thinking, though. Just as more people take the risk of coming out about their sexual orientation makes the climate safer and more accepting for all (research shows that people who have a close acquaintance or family member who is gay are far more likely to be accepting), should we not be encouraging others to come out around other aspects of their humanity? Will this not make it safer and more acceptable to be human—to bring our whole selves to work, and into all aspects of our lives?

What, then, is our role as leaders, facilitators, and participants in co-creating the space in which it is safe enough to come out?

What beauty might we discover and co-create together when we reclaim this responsibility?

Building Your Playspace: Five Ways to Make Space for New Ideas

As often as I balk at prescriptive approaches to start building your playspace, I am asked for examples of how others are doing it in their organizations. Below is a short list of innovative approaches from a wide range of organizations. Some are from “From Workplace to Playspace,” others I have heard from workshop participants and readers around the country. I hope that you will be inspired and “get permission” from them to experiment with approaches that fit your organization.

building your playspace

Here are 5 ways you can start building your playspace:

1) Warm-up Your Day

Umpqua Bank, a thriving regional community bank, featured in the book, begins every day across its more than 175 locations with something CEO, Ray Davis calls a “Motivational Moment.” Every single employee gathers in the lobby at each location to join in a group activity to boost their energy and enthusiasm for the day. Anyone can lead the session, and the only guidelines are that it cannot be political or religious in nature. This means that Umpqua associates start their day singing, dancing, improvising, playing games such as Marshmallow Dodge Ball and generally building the camaraderie, goodwill and focus that has landed them on Fortune’s 100 Best Companies to Work For list the last four years in a row.

2) Warm-up Your Meeting

Research shows that people are more creative if they engage in some sort of light-hearted creative activity before they take on a new challenge (Conti, Amabile, & Pollack, 1995). Anything from 60 seconds of Be. Here. Now. time (see demonstration video) to engaging in a brainstorm about how to solve some seemingly impossible challenge (e.g. How can we eliminate world hunger? How can we become a totally paperless office? How can we use migrating birds to deliver our communications?), the more outlandish, silly and/or impossible the challenge, the better.

3) Argue a Different Point of View

Skilled debate teams regularly switch sides to become more adept at their craft. You can build your team’s critical thinking skills in a similar way. If you see a passionate debate come to a deadlock, ask the key proponents from each side to argue for another option. Ask others to list the pros and cons as they emerge. This is also an effective strategy if everyone seems to be getting cozy with one point of view. Step back and ask people to argue for the opposite view, or for a point of view that is not represented in the room (e.g. Play the role of the front-line worker, customer, student, child, non-English-speaking immigrant, senior citizen). What new possibilities emerge when you consider the other side? Are there ways to take these concerns into consideration?

4) Play

There are endless lists of games and contests that can bring more play (as in flexibility) in the system, levity, build relationships and open up more space for possibilities. Some of my favorites include Google’s “Pimp My Cubicle” Contest, and various guessing contests, such as those inviting employees to match baby pictures, hobbies, or pet photos with their owners. These have significant value in getting people to connect outside of their formal roles and responsibilities, which goes a long way in building relationships and social capital—that enhance collaboration and resource sharing.

5) Say, “Yes, and . . .”

Anyone who has taken a basic improv class (or attended one of my playspace sessions) knows that “Yes, and . . .” is the secret to successful collaboration and idea generation. It is also key to making space for more possibilities. It simply means that we replace the word “but” with the word “and” and look for every opportunity to build on our colleagues’ ideas. Saying “yes” does not mean we are going to implement every idea, simply that we are willing to explore its possibilities. Most innovative solutions began as crazy impractical ideas that benefited from some generous “yes, and-ing.” Take it for a test drive and let me know how it worked for you!

This list is just a start. Please post your ideas for making more space for the play of new ideas and perspectives in the comment section below!

Conti, R., Amabile, T. M., & Pollack, S. (1995). The positive impact of creative activity: Effects of creative task engagement and motivational focus on college students’ learning. Personality and Social Psychology Bulletin, 21, 1107–1116.

Do We Make a Difference?

When I am struggling in the in-between spaces of my work, between client projects, speaking engagements and in the necessarily self-propelled spaces of my fragmented life as a writer, speaker, educator and consultant, I seem to return to the same question as many: “Do I make a difference?”

In this most recent round of reflection, the memory of my mother’s oncology nurse, Phyllis floated up. Phyllis had worked on the unit for nine years during which time she had shepherded countless families through their journey with cancer—some to happy endings, many through the painful final days. Phyllis also had a deeply personal relationship to cancer, having lost her own husband to the disease only a year before.

In the months my mom was in and out of the oncology unit at Baptist East Hospital in Louisville, Kentucky, Phyllis became a touchstone. She seemed to be the one on duty when we received both promising news, and major setbacks. Through it all, she was present, compassionate, and encouraging. She treated me and my brother, and our partners, with kindness and as people with whole lives, which until only recently had nothing to do with cancer, hospitals, surgeons and doctors.

For four months I remained fiercely hopeful for my mother’s recovery. In the fifth month, in a tearful consult with her oncologist and surgeon it was clear that there was no more to be done, nothing more to do but be present and lovingly care-full to my mom during her final days. I spent most of those days quietly sitting by her bedside, listening to the click click click of the machines, watching the drip drip drip of the IV and starring at my mothers face, hands and feet studying every freckle and vein—trying to memorize her so I would never forget even a strand of hair in her all-too-soon absence.

On one of these days, as I sat starring, studying and listening in the dim room Phyllis walked into the room to change my mother’s IV bag. I looked up and was struck by her consistent grace. For a moment, I set my grief aside and asked her how she did it. How did she, with all she had seen, day in and day out, the pain, the loss, the loss of her own husband, and the too few and far between miracles—how did she do it? How did she show up, day after day and still maintain her presence and good cheer?

Phyllis responded to me with a simple wisdom, that I call up to this day–in times of frustration, and in the completely non-life-threatening in-between spaces of my life. She stopped, in mid-hanging of the IV bag and said, “You know, honey, I think all of us here would tell you the same thing. And we don’t even have to talk about it—we all know that we can’t control this disease, or necessarily impact the final outcome, but each and every one of us on the floor knows that we make a difference.” And with that, she finished hanging the IV bag and slipped out.

A few days later, an hour before Mother’s Day, my mom slipped away. With me, my partner, my brother and his wife all by her side. And while this was not the outcome any of us hoped, prayed, and pleaded for—while her death sent us tumbling into our grief—to this day, each and every one of us knows that we, too, made a difference. We made a difference to my mom and each other by our presence, love and care. We couldn’t save her from the disease, and we still made a difference.

This is the lesson I learn and re-learn in the spaces in-between, when I can be prone to morbid self-reflection: that there are very few things we have ultimate control over: whether clients follow through on our guidance, or their commitments, whether people buy (and, then actually read) our books, whether the new leadership builds on the progress of their predecessors, or a thousand other uncontrollable twists and turns of the human and natural systems in which we work. AND, each of us, if we show up with presence, integrity, and care, living and working at the top of our capacity, can rest assured that, just as Phyllis does, each day we, too, make a difference.

Making The Business Case for Playspace

The most common challenge I hear from organizational stakeholders is that they need to be able to make the business case for the so-called soft strategies before they can get buy-in from their colleagues. The idea that strategies that engage the whole person are soft, while those that target operational aspects of organizational life are worthwhile, overlooks the very core of organizational success—the living, breathing people who must fulfill its mission each day. Without engagement, without playspace for innovating, learning, and changing, the best that organizations can hope for is compliance. Unfortunately compliance is not enough to ensure organizational success. People do not challenge each other’s ideas, explore alternative scenarios, or persevere through complex issues and obstacles out of compliance; they do so out of commitment (Senge, Roberts, Boss, Smith, & Kleiner, 1994).

Commitment is fostered by engagement, and engagement is fostered in playspace. A study conducted by Patrick Kulesa (2006), global research director at Towers Perrin, of 664,000 employees from around the world showed a significant difference in the business success of companies in which workers were highly engaged and those with low engagement scores. Their research showed a 52 percent gap in operating income between high- and low-engagement companies, a 13 percent growth in net income for high-engagement companies versus a 3.8 percent decline in low-engagement companies, and a 27.8 percent growth in earnings per share for high-engagement companies versus an 11.2 percent decline for low-engagement companies. There is a direct link between spaces that inspire high engagement and profitability.

From: Meyer, Pamela. From Workplace to Playspace: Innovating, Learning and Changing Through Dynamic Engagement (Jossey-Bass, 2010)

–References–
Kulesa, P. (2006). Engaged employees help boost the bottom line [Electronic Version]. HR.com, 2. Retrieved April 15, 2009 from http://tinyurl.com/qyw45x.

Senge, P. M., Roberts, C., Boss, R. B., Smith, B. J., & Kleiner, A. (1994). The fifth discipline field book: The art and practice of the learning organization. New York: Doubleday.

What if you don’t have leadership buy-in to create playspace?

In these first few weeks since From Workplace to Playspace has been out I have had the pleasure of sharing some of its key concepts with a wide range of audiences, including creativity and innovation experts, MBA and training and development graduate students, managers and employees, and HR professionals. One of the most consistent questions I have received so far is “What if you don’t have leadership buy in to create playspace in your organization?”

My response to this comes in two, seemingly contradictory, parts:

1) We all can make choices and behave in ways that influence the quality of our conversations, collaborations and overall experience of engagement at work.

2) Significant organizational change requires the support and buy-in from leaders and key stakeholders.

The first part of the response is at the core of From Workplace to Playspace: we must all take responsibility for the quality of our own work experience and address the dimensions and dynamics that are within our span of influence. Because playspace is created in the present moment in the midst of conversations, collaborations, co-creations, learning and change we each can take responsibility for our own mindset and behavior in each specific context. For example, if I show up to a meeting with a mindset that this is a waste of my time, and no one ever has any fresh ideas or perspectives to share and I behave in ways that don’t encourage new thinking, I will very likely have exactly this experience. However, if I choose to shift my mindset to one in which I believe there is room for the play of new ideas and for people to play new roles and I take responsibility to share and provoke such new perspectives and capacities, there is a good chance I will have a different, more engaged experience. This is the essence of my playspace mantra: Give Permission & Take Responsibility. Anyone in the organization, at any level can put this into practice within their span of influence and create more playspace in the present moment.

The second part of my response to this question is also true. When large-scale, organization-wide change at the level of systems, process and culture are necessary, buy-in from organizational leaders and key stakeholders is essential. The people who have the biggest influence on whether or not a change initiative is successful, or a new mindset takes hold are employees’ immediate supervisors, managers and key-stakeholders. When people at all levels of the organization see their leaders changing their behavior and mindset, and willing to acknowledge that they themselves may at times have been one of the blocks to organizational innovating, learning and changing, then others are likely to change their mindset and behavior as well. In this way, organizational leaders also serve as permission-givers and responsibility-takers.

For more examples of how people at all levels of organizations are doing just this, read From Workplace to Playspace and return to playspace.biz in the coming weeks when we start posting brief videos of playspace success stories.

Three Ways Fools Foster Creativity

One of the most powerful influencers of the available space for new ideas and perspectives are the people who are willing to be “foolish” when everyone else around them is overly stressed, serious, or attached to their own ideas. It is particularly apt to celebrate these fools today, a day where we play practical jokes, take ourselves a little less seriously, and loosen our grip on our well-honed “brand identities.”

My father, pictured here, was the earliest “April Fool” in my life. In my formative years, he was an architect by day, as well as a master of silliness and innovation. There was no idea or adventure too outlandish to at least get air time, if not actual exploration and implementation—including designing a childhood fantasy room for me with no walls, hanging from the ceiling, and seriously considering building a small airplane in the garage (he was also a pilot) that he would fly to and from work using the pond behind our house as his landing strip.

As with most of our parental relationships, mine with my father, became more complicated than this early role he played for me. And, today, I choose to celebrate his foolishness and all of the playspace he gave me permission to explore in my own life and work. I invite you to celebrate the April Fools in your life, today, too, and acknowledge all of the ways they foster innovating, learning and changing around them:

April Fools Take Permission: They don’t wait around to find out what the rules are, or monitor their behavior for fear of what others might think or say. Permission-Taker’s foster creativity and learning by provoking our sensibilities, pushing the envelope and sometimes making us a bit uncomfortable. These permission-takers create more space for all of us to step out of our familiar ways of thinking, being and doing and risk a bit of foolishness ourselves.

April Fools Give Permission: By being the first, biggest and/or loudest to play around with new ideas, experiment with new identities, create more play in the system, and room for improvised play, April Fools give everyone else permission to do the same. The safety and encouragement they foster are essential for many people to risk the discomfort that comes with exploring the previously uncharted territory of innovating, learning and changing.

April Fools Help Us Lighten Up: I once heard a lab director report that he knew his scientists were on the brink of a new discovery when he heard laughter coming down the hallway. It is often in the midst of silliness when we can literally play around with new ideas and perspectives, and make break-through discoveries and insights.

Just as the fools and court jesters of the Middle Ages and beyond took permission to say things to royalty that others wouldn’t dare, when we ourselves risk foolishness, we can provoke fresh thinking and new perspectives, and help others loosen their grip on their cherished identities and routines. Long live the fool!

Follow the Energy

One of the consistent themes I have seen in everything from improvised scenes on stage to creative collaboration sessions and entire organizations is that when people follow the energy of what is most compelling and engaging they are more successful. Appreciative Inquiry is based on the principle that in every human system something works, and if we tap into the energy of what is working we will likely tap into what people care about and their generative capacity to create positive futures. Just as plants grow toward the sunlight so, too, do human systems grow toward their generative core. This does not mean that we ignore obvious problems, or put on rose colored glasses that only reveal the positive. It means that we use the generative energy of what drives us to co-create new and better possibilities.

In an improvised scene generativity is fostered by the practice of saying, “Yes, and . . .” or accepting a fellow players idea (or “offer”) and building on it with something that heightens and explores what is most interesting. In creative collaboration, it plays out similarly when people come together to generate new possibilities by building on each idea, rather than finding every flow, and in organizational systems it means following the people, processes and products that are generating most interest and attention, as well as revenue. In our personal and professional lives, it also means not laboring over relationships and projects that simply are not coming to life, or life-giving. I regularly have opportunities to relearn this lesson, and each time I have discovered that when I move on from a situation that is no longer generative, it frees up additional energy and resources for even more fruitful possibilities.

For more on the relationship between improvisation and appreciate inquiry, see my article at http://www.meyercreativity.com/articles/.