Tag: complexity

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Strategy: Myths, fantasies, and reality

on August 7, 2018

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A defining feature of sustained excellence in any enterprise is a good strategy — a vision and plan linked to the delivery of something of value, consistently. One of the big reasons many organizations fail to thrive is not just that they that have the wrong strategy, but that they don’t have one at all (but think they do). 

Strategy is all about perception.

Whether you think you have one or not is partly perceptive. Whether you are delivering a strategy in practice or not is also a matter of perception. Why? Because strategy is what links what you build your organization for, what you drive it toward, and what you actually achieve. Lots of organizations achieve positive results by happenstance (being at the right place at the right time). That kind of luck can happen to anyone, but it hardly constitutes a strategy.

Also, statements of intent are great for creating the perception of strategy because one can always say they are working toward something in the abstract, but without a clear sense of how intentions are connected to actions and those actions connected to outcomes, there really isn’t a strategy.

Do you have a strategy?

The best example of this is in the entertaining and instructive illustrative book ‘I Have a Strategy (No You Don’t)‘, Howell J. Malham Jr literally illustrates the problems that beset conversations about strategy as it chronicles two characters (Larry and Gary) talking about the subject and busting the myths associated with what strategy is and is not. One exchange between the two goes like this:

Larry: “Hey Gary, I was working a strategy to put a cookie back in a cookie jar but I tripped and fell and the cookie flew into my mouth instead. Good strategy, huh?“

Gary: “That’s not a strategy. That’s a happy accident, Larry“

The entire book is like this. One misconception after another is clarified through one character using the term strategy to mean something other than what it really is. These misconceptions, misuses, and mistakes with the concept of strategy may be why it is so poorly done in practice.

Malham’s work is my favourite on strategy because it encapsulates so many of the real-world conversations I witness (and have been a part of) for years with colleagues and clients alike. Too much conversation on strategy is about things that are not really about strategy at all like wishes, needs, or opportunities.

This isn’t to suggest that all outcomes are planned or connected to a strategy, but the absence of a strategy means you’re operating at the whim of chance, circumstance, and opportunism. This is hardly the stuff of inspiration and isn’t sustainable. Strategy is about connecting purpose, plans, execution, and delivery. Malham defines a strategy as having the following properties:

1. It has an intended purpose;
2. There is a plan;
3. There is a sequence of actions (interdependent events);
4. It leads toward a distinct, measurable goal

When combined with evaluation, organizations build a narrative and understanding of not only whether a strategy leads toward a goal, but what actions make a difference (and to what degree), what aspects of a plan fit and didn’t fit, and what outcomes emerge from the efforts (including those that were unintended).

A look at much of the discourse on strategy finds that many organizations not only don’t have strategic plans, they don’t even have plans.

Words and action

One of the biggest problems with “capital ‘S’ Strategy” (the kind espoused in management science) is that it is filled with jargon and, ironically, contributes greatly to the very lack of strategic thinking that it seeks to inspire. It’s one of the reasons I like Malham’s book: it cuts through the jargon. I used to work with a senior leader who used all the language of strategy in talks, presentations, and writing but was wholly incapable or unwilling to commit to a strategic direction when it came to discussing plans and actions for their organization.

Furthermore, it is only marginally useful if you develop a strategy and then don’t bother to evaluate it to see what happened, how, and to what effect. Without the action tied to strategy, it is no better than a wish list and probably no more useful than a New Years Resolution.

Those plans and linking them to action is why design is such an important — and sadly, highly neglected — part of strategy development. Design is that process of shifting how we see problems, explore possibilities, and create pathways that lead to solutions. Design is not theoretical, it is practical and without design doing design thinking is impotent.

Two A’s of Strategy: Adaptation vs Arbitrary

The mistake for organizations working in zones of high complexity (which is increasingly most of those working with human services) is assuming that strategy needs to be locked in place and executed blindly to be effective. Strategy is developed in and for a context and if that situation changes, the strategy needs to change, too. This isn’t about throwing it out but adapting.

Adaptive strategy is a means of innovating responsibly, but can also be a trap if those adaptations need to be built on data and experience, not spurious conclusions. Arbitrary decisions is what often is at the root of bad (or no) strategy.

Roger Martin is one of the brightest minds on strategy and has called out what he sees as sloppy use of the term adaptive strategy as a stand-in for arbitrary decision-making going so far as to call it a ‘cop-out’. One of the biggest problems is that strategy is often not viewed in systems terms, as part of an interconnected set of plans, actions, and evaluations made simultaneously, not sequentially.

Good strategy is not a set of steps, but a set of cascading choices that influence the operations and outcomes simultaneously. Strategy is also about being active, not passive, about what it means to design and create an organization.

Grasping strategy for what it is, not what we imagine it to be, can be a key factor in shaping not only what you do, but how well you do it. Having the kind of conversations like those in Howell J. Malham’s book is a means to get things moving. Taking action on those things is another.

 

Image credit: Photo by Paul Skorupskas on Unsplash

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Developmental Evaluation’s Traps

on April 19, 2018

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Developmental evaluation holds promise for product and service designers looking to understand the process, outcomes, and strategies of innovation and link them to effects. It’s the great promise of DE that is also the reason to be most wary of it and beware the traps that are set for those unaware.  

Developmental evaluation (DE), when used to support innovation, is about weaving design with data and strategy. It’s about taking a systematic, structured approach to paying attention to what you’re doing, what is being produced (and how), and anchoring it to why you’re doing it by using monitoring and evaluation data. DE helps to identify potentially promising practices or products and guide the strategic decision-making process that comes with innovation. When embedded within a design process, DE provides evidence to support the innovation process from ideation through to business model execution and product delivery.

This evidence might include the kind of information that helps an organization know when to scale up effort, change direction (“pivot”), or abandon a strategy altogether.

Powerful stuff.

Except, it can also be a trap.

It’s a Trap!

Star Wars fans will recognize the phrase “It’s a Trap!” as one of special — and much parodied — significance. Much like the Rebel fleet’s jeopardized quest to destroy the Death Star in Return of the Jedi, embarking on a DE is no easy or simple task.

DE was developed by Michael Quinn Patton and others working in the social innovation sector in response to the needs of programs operating in areas of high volatility, uncertainty, complexity, and ambiguity in helping them function better within this environment through evaluation. This meant providing the kind of useful data that recognized the context, allowed for strategic decision making with rigorous evaluation and not using tools that are ill-suited for complexity to simply do the ‘wrong thing righter‘.

The following are some of ‘traps’ that I’ve seen organizations fall into when approaching DE. A parallel set of posts exploring the practicalities of these traps are going up on the Cense site along with tips and tools to use to avoid and navigate them.

A trap is something that is usually camouflaged and employs some type of lure to draw people into it. It is, by its nature, deceptive and intended to ensnare those that come into it. By knowing what the traps are and what to look for, you might just avoid falling into them.

A different approach, same resourcing

A major trap is going into a DE is thinking that it is just another type of evaluation and thus requires the same resources as one might put toward a standard evaluation. Wrong.

DE most often requires more resources to design and manage than a standard program evaluation for many reasons. One the most important is that DE is about evaluation + strategy + design (the emphasis is on the ‘+’s). In a DE budget, one needs to account for the fact that three activities that were normally treated separately are now coming together. It may not mean that the costs are necessarily more (they often are), but that the work required will span multiple budget lines.

This also means that operationally one cannot simply have an evaluator, a strategist, and a program designer work separately. There must be some collaboration and time spent interacting for DE to be useful. That requires coordination costs.

Another big issue is that DE data can be ‘fuzzy’ or ambiguous — even if collected with a strong design and method — because the innovation activity usually has to be contextualized. Further complicating things is that the DE datastream is bidirectional. DE data comes from the program products and process as well as the strategic decision-making and design choices. This mutually influencing process generates more data, but also requires sensemaking to sort through and understand what the data means in the context of its use.

The biggest resource that gets missed? Time. This means not giving enough time to have the conversations about the data to make sense of its meaning. Setting aside regular time at intervals appropriate to the problem context is a must and too often organizations don’t budget this in.

The second? Focus. While a DE approach can capture an enormous wealth of data about the process, outcomes, strategic choices, and design innovations there is a need to temper the amount collected. More is not always better. More can be a sign of a lack of focus and lead organizations to collect data for data’s sake, not for a strategic purpose. If you don’t have a strategic intent, more data isn’t going to help.

The pivot problem

The term pivot comes from the Lean Startup approach and is found in Agile and other product development systems that rely on short-burst, iterative cycles with accompanying feedback. A pivot is a change of direction based on feedback. Collect the data, see the results, and if the results don’t yield what you want, make a change and adapt. Sounds good, right?

It is, except when the results aren’t well-grounded in data. DE has given cover to organizations for making arbitrary decisions based on the idea of pivoting when they really haven’t executed well or given things enough time to determine if a change of direction is warranted. I once heard the explanation given by an educator about how his team was so good at pivoting their strategy for how they were training their clients and students. They were taking a developmental approach to the course (because it was on complexity and social innovation). Yet, I knew that the team — a group of highly skilled educators — hadn’t spent nearly enough time coordinating and planning the course.

There are times when a presenter is putting things last minute into a presentation to capitalize on something that emerged from the situation to add to the quality of the presentation and then there is someone who has not put the time and thought into what they are doing and rushing at the last minute. One is about a pivot to contribute to excellence, the other is not executing properly. The trap is confusing the two.

Fearing success

“If you can’t get over your fear of the stuff that’s working, then I think you need to give up and do something else” – Seth Godin

A truly successful innovation changes things — mindsets, workflows, systems, and outcomes. Innovation affects the things it touches in ways that might not be foreseen. It also means recognizing that things will have to change in order to accommodate the success of whatever innovation you develop. But change can be hard to adjust to even when it is what you wanted.

It’s a strange truth that many non-profits are designed to put themselves out of business. If there were no more political injustices or human rights violations around the world there would be no Amnesty International. The World Wildlife Fund or Greenpeace wouldn’t exist if the natural world were deemed safe and protected. Conversely, there are no prominent NGO’s developed to eradicate polio anymore because pretty much have….or did we?

Self-sabotage exists for many reasons including a discomfort with change (staying the same is easier than changing), preservation of status, and a variety of inter-personal, relational reasons as psychologist Ellen Hendrikson explains.

Seth Godin suggests you need to find something else if you’re afraid of success and that might work. I’d prefer that organizations do the kind of innovation therapy with themselves, engage in organizational mindfulness, and do the emotional, strategic, and reflective work to ensure they are prepared for success — as well as failure, which is a big part of the innovation journey.

DE is a strong tool for capturing success (in whatever form that takes) within the complexity of a situation and the trap is when the focus is on too many parts or ones that aren’t providing useful information. It’s not always possible to know this at the start, but there are things that can be done to hone things over time. As the saying goes: when everything is in focus, nothing is in focus.

Keeping the parking brake on

And you may win this war that’s coming
But would you tolerate the peace? – “This War” by Sting

You can’t drive far or well with your parking brake on. However, if innovation is meant to change the systems. You can’t keep the same thinking and structures in place and still expect to move forward. Developmental evaluation is not just for understanding your product or service, it’s also meant to inform the ways in which that entire process influences your organization. They are symbiotic: one affects the other.

Just as we might fear success, we may also not prepare (or tolerate) it when it comes. Success with one goal means having to set new goals. It changes the goal posts. It also means that one needs to reframe what success means going ahead. Sports teams face this problem in reframing their mission after winning a championship. The same thing is true for organizations.

This is why building a culture of innovation is so important with DE embedded within that culture. Innovation can’t be considered a ‘one-off’, rather it needs to be part of the fabric of the organization. If you set yourself up for change, real change, as a developmental organization, you’re more likely to be ready for the peace after the war is over as the lyric above asks.

Sealing the trap door

Learning — which is at the heart of DE — fails in bad systems. Preventing the traps discussed above requires building a developmental mindset within an organization along with doing a DE. Without the mindset, its unlikely anyone will avoid falling through the traps described above. Change your mind, and you can change the world.

It’s a reminder of the needs to put in the work to make change real and that DE is not just plug-and-play. To quote Martin Luther King Jr:

“Change does not roll in on the wheels of inevitability, but comes through continuous struggle. And so we must straighten our backs and work for our freedom. A man can’t ride you unless your back is bent.”

 

For more on how Developmental Evaluation can help you to innovate, contact Cense Ltd and let them show you what’s possible.  

Image credit: Author

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A mindset for developmental evaluation

on September 7, 2017

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Developmental evaluation requires different ways of thinking about programs, people, contexts and the data that comes from all three. Without a change in how we think about these things, no method, tool, or approach will make an evaluation developmental or its results helpful to organizations seeking to innovate, adapt, grow, and sustain themselves. 

There is nothing particularly challenging about developmental evaluation (DE) from a technical standpoint: for the most part, a DE can be performed using the same methods for data collection as other evaluations. What stands DE apart from those other evaluations is less the methods and tools, but the thinking that goes into how those methods and tools are used. This includes the need to ensure that sensemaking is a part of the data analysis plan because it is almost certain that some if not the majority of the data collected will not have an obvious meaning or interpretation.

Without developmental thinking and sensemaking, a DE is just an evaluation with a different name

This is not a moot point, yet the failure of organizations to adopt a developmental mindset toward its programs and operations is (likely) the single-most reason for why DE often fails to live up to its promise in practice.

No child’s play

If you were to ask a five-year old what they want to be when they grow up you might hear answers like a firefighter, princess, train engineer, chef, zookeeper, or astronaut. Some kids will grow up and become such things (or marry accordingly for those few seeking to become princesses or they’ll work for Disney), but most will not. They will become things like sales account managers, marketing directors, restaurant servers, software programmers, accountants, groundskeepers and more. While this is partly about having the opportunity to pursue a career in a certain field, it’s also about changing interests.

A five-year old that wants to be a train engineer might seem pretty normal, but one that wants to be an accountant specializing in risk management in the environmental sector would be considered odd. Yet, it’s perfectly reasonable to speak to a 35-year-old and find them excited about being in such a role.

Did the 35-year-old that wanted to be a firefighter when they were five but became an accountant, fail? Are they a failed firefighter? Is the degree to which they fight fires in their present day occupation a reasonable indicator of career success?

It’s perfectly reasonable to plan to be a princess when you’re five, but not if you’re 35 or 45 or 55 years old unless you’re currently dating a prince or in reasonable proximity to one. What is developmentally appropriate for a five-year-old is not for someone seven times that age.

Further, is a 35-year-old a seven-times better five-year-old? When you’re ten are you twice the person you were when you were five? Why is it OK to praise a toddler for sharing, not biting or slapping their peers, and eating all their vegetables and weird to do it with someone in good mental health in their forties or fifties? It has to do with developmental thinking.

It has to do with a developmental mindset.

Charting evolutionary pathways

We know that as people develop through stages, ages and situations the knowledge, interests, and capacities that a person has will change. We might be the same person and also a different person than the one we were ten years ago. The reason is that we evolve and develop as a person based on a set of experiences, genetics, interests, and opportunities that we encounter. While there are forces that constrain these adaptations (e.g., economics, education, social mobility, availability of and access to local resources), we still evolve over time.

DE is about creating the data structures and processes to understand this evolution as it pertains to programs and services and help to guide meaningful designs for evolution. DE is a tool for charting evolutionary pathways and for documenting the changes over time. Just as putting marks on the wall to chart a child’s growth, taking pictures at school, or writing in a journal, a DE does much of the same thing (even with similar tools).

As anyone with kids will tell you, there are a handful of decisions that a parent can make that will have sure-fire, predictable outcomes when implemented. Many of them are created through trial-and-error and some that work when a child is four won’t work when the child is four and five months. Some decisions will yield outcomes that approximate an expected outcome and some will generate entirely unexpected outcomes (positive and negative). A good parent is one who pays attention to the rhythms, flows, and contexts that surround their child and themselves with the effort to be mindful, caring and compassionate along the way.

This results in no clear, specific prototype for a good parent that can reliably be matched to any kid, nor any highly specific, predictable means of determining who is going to be a successful, healthy person. Still, many of us manage to have kids we can proud of, careers we like, friendships we cherish and intimate relationships that bring joy despite no means of predicting how any of those will go with consistency. We do this all the time because we approach our lives and those of our kids with a developmental mindset.

Programs as living systems

DE is at its best a tool for designing for living systems. It is about discerning what is evolving (and at what rate/s) and what is static within a system and recognizing that the two conditions can co-exist. It’s the reason why many conventional evaluation methods still work within a DE context. It’s also the reason why conventional thinking about those methods often fails to support DE.

Living systems, particularly human systems, are often complex in their nature. They have multiple, overlapping streams of information that interact at different levels, time scales and to different effects inconsistently or at least to a pattern that is only partly ever knowable. This complexity may include simple relationships and more complicated ones, too. Just as a conservation biologist might see a landscape that changes, they can understand what changes are happening quickly, what isn’t, what certain relationships are made and what ones are less discernible.

As evaluators and innovators, we need to consider how our programs and services are living systems. Even something as straightforward as the restaurant industry where food is sought and ordered, prepared, delivered and consumed, then finished has elements of complexity to it. The dynamics of real-time ordering and tracking, delivery, shifting consumer demand, the presence of mobile competitors (e.g., food trucks), changing regulatory environment, novelty concepts (e.g., pop-ups!), and seasonality of food demand and supply has changed how the food preparation business is run.

A restaurant might not just be a bricks-and-mortar operation now, but a multi-faceted, dynamic food creation environment. The reason could be that even if they are good at what they did if everything around them is changing they could still deliver consistently great food and service and fail. They may need to change to stay the same.

This only can happen if we view our programs as living systems and create evaluation mechanisms and strategies that view them in that manner. That means adopting a developmental mindset within an organization because DE can’t exist without it.

If a developmental evaluation is what you need or you want to learn more about how it can serve your needs, contact Cense and inquire about how they can help you. 

Image Credit: Thinkstock used under license.

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Jaded: Whether You Are a Plant or a Stone Makes All the Difference

on May 11, 2017

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An attempt to innovate – do something new to produce value — is always fraught with risk and a high likelihood that things won’t go as planned, which can leave people jaded toward future efforts. Whether that metaphor of jade is one of a rock (static) or a plant (growth) makes all the difference. 

Innovation is hot. Innovation is necessary. Innovation is your competitive advantage. Innovate or die.

You’ve probably heard one or all of these phrases or one of the myriad variants of them out there. Innovation is a hot word. To innovate is to transform new thinking into new value, but it is used euphemistically to represent all kinds of ‘hot’ things without appropriate framing. It’s not just doing something different, it’s about producing something new that improves on the situation at hand, even if the solution might actually be an old idea re-introduced.

A recent article for the online version of Harvard Business Review suggests that many companies are just giving up, ceding the ‘innovation’ space to large firms with a reputation for innovation. Why? One of the reasons cited is that the developing social and technological change has created a situation where “many firms seem to be unable to keep up with the pace at which this development is unfolding.”

The painful experience of failure

Another reason might be the problem of failure. Failure has become another cool word in the language of business and social innovation (even, government) to the point of being fetishized as something noble. The issue with failure is not just accepting that it can happen, but learning from it and acting on that learning. It also means understanding what failure is and whether an outcome is even best described in terms like “success” and “failure” . Too often in innovation, particularly social innovation, we actually don’t know what success looks like so how is it that we can use the term failure so readily?

Failure is a word with enormous negative cultural baggage. Despite all the positive rhetoric of failure, corporations, social enterprises and governments are judged on their ability to deliver what is expected of them. Expectations are really the key here. If you’re a corporation that promises to deliver a certain rate of return on investment over a specific time period, you’re going to be held to task for that. We can speak of failure positively all we’d like, but try explaining the ‘learning’ outcomes to a group of angry shareholders?

Politicians don’t get judged on their ability to manage complexity, they are judged by making and keeping promises — even if those promises are based on (overly) simplistic ways of viewing complex problems. As we entangle ourselves with more complex problems, the promise of a simple solution will be harder to come by. Yet, it’s that hope for the solution that is what ultimately gets us. As I once read in a newsletter advertising an online dating service in a very cheeky manner:

It’s not the rejection that kills you, it’s the hope.

It’s actually quite true. If you don’t expect to succeed, “failure” isn’t really that bad.

Lowered expectations, risk avoidance & path dependencies

When you’re jaded, you tend to lower your expectations. The analogy of online dating above is also an apt descriptor for ways in which lowered expectations changes the very game of innovation in real ways in people’s lives. As divorce rates approach 50%, it is becoming common that many people are starting over sometime in their 30’s and 40’s and trying, once again, to find love. What’s interesting in terms of dating is that, particularly if you’ve been dating a little, you face two big issues: 1) you’re a bit cautious about what you do or say because you know that things might not last and you want to conserve your energy and 2) you’ve become accustomed to the way you do things on your own.

The result might be less adventurousness, more conservative thinking about the choice of partner, a greater willingness to settle for what is, rather than what could be (risk avoidance). An established pattern of living might also predispose you to looking for partners who are a lot like you, which maintains a level of consistency (path dependence). An argument can be made that this is more about knowing yourself and your preferences than being set in your ways, but there is a fine line between that and resistance to change.

This is exactly what we see in organizations around innovation.

They have tried innovation before, it’s failed to deliver what they expected (because they probably set their expectations poorly, not realizing that the outcomes of innovation could be something other than they had designed for), and now don’t want to try. Or rather, they don’t want to try enough. This is why we see so many organizations trumpet themselves as innovative, when what they are really doing is the most basic, simplistic forms of innovation. Rather than a moonshot, they are looking to simply move the yardsticks just a little.

Plant vs stone

Jade is both a plant and a stone. A jade plant is a solid, semi-broad leafed plant that is well suited to dry climates and a variety of light situations, making it a great houseplant. It’s adaptive, easily transplantable and hearty. Jade, as a stone, is relatively soft and while it is also adaptable, once carved into a shape, it’s no longer going to change.

The jade / jaded metaphor is designed to consider the ways in which we approach developing our innovation potential. A jade plant is still firm, but flexible. It grows and changes over time, but isn’t as free flowing as others. The jade plant offers a useful metaphor for ensuring that lessons learned from past actions inform future strategy, but not to the point where the fear of risk calcifies the organization into a static state, unable to change.

A plant exists largely because it has a steady stream of nutrients, water, sunlight and a reasonable stability of growing conditions, yet conditions that can change and will change over time. This consistency as well as requisite variety (in systems terms) is what keeps a plant alive and thriving. The same is true for an organization. Ongoing, steady innovation, consistency over time and the occasional change in conditions to keep things on their toes (and used to adaptation) are all a part of what makes an organization or individual innovative. Build in a regular practice, become a mindful organization (or practitioner) and consider changes in the way you speak about innovation to yourself and others.

Bruce Lee would advocate that his students become like water. Innovators? They should become more like plants for that water.

Image Credit: Jade Plant by Andrew Rivett used under Creative Commons License. Thanks for sharing Andrew!

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Healing, by design

on April 25, 2017

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The concept of healing plays an integral part of healthy human development in many cultures, yet is largely unknown or misunderstood in its practice. If we seek to develop, evolve, innovate and grown as individuals, organizations and societies wisely we would do well to better grasp what healing is and how its done, by design. 

To develop, is to heal.

That’s a bold assertion, but one that is integral to understanding how we develop ourselves, our organizations and our communities and societies successfully.

Social and emotional baggage is what we bring with us on our journey. It can create character and strength, while it can also can weigh us down if we take too much of something or unhelpful things. Healing is one of the ways we deal with things to ensure that what we pack on a journey is the most useful for where we want to go and who or what we want to become. Because every journey is different, what is useful or not is relative, which is why a ‘one-sized fits all’ approach won’t work.

For those in developmental psychology,  developmental evaluation or any innovation-related field you’ll recognize this as the norm. But the means in which development takes place is often viewed as rational, logical and linear, despite talk to the contrary. Design thinking is a perfect example of this: it’s an approach that is, in practice highly unpredictable and non-linear, but is often taught as a straightforward method.

Healing across cultures

The traditional Western term for healing is defined around terms like making whole again, restorative, or therapeutic: terms that focus on a return to the status quo. There are other perspectives that view healing as a developmental concept focused on transformation that has greater utility for those interested in change-making. This perspective on healing comes largely from aboriginal contexts worldwide. This approach has been well-documented as part of the !Kung and Ju!hoansi peoples of central Africa, Fijian aboriginal tribes, and many of the First Nations in North America by Dr. Richard Katz. Katz has been interested in the ways in which the practice of healing supports community development and social transformation as well as serving as a vital part of the psycho-social and spiritual life of these cultures.

Within each of these cultures are a series of practices, tools, methods and approaches to healing that are employed by individuals as well as the collective society to not only address injuries and wounds, but use the experience as a means to growth and connection to the world.

The most obvious Western parallel is not psychological, but physiological. Consider muscle growth and development. For muscles to build, they must be stretched and worked in a manner that causes minor trauma to them. Without the traumas, no growth can occur. Healthy muscle development is partly conscious, but also involves the interaction with other muscles and can be a process that is designed (i.e., developing a weight training routine or fitness regimen) or not. One will yield a particular set of intentional results, while the other does not.

An old new design for healing

What Katz’s work does is show us how things are done elsewhere, but also points to how this process is similar across cultures and can be applied elsewhere. This is not about cultural appropriation, but rather an acknowledgement of some common ways in which people relate to the experience of healing that can be designed for different contexts, using local knowledge and wisdom from that cultural situation.

What might that look like? Katz’s work points to a few common characteristics that could form the basis for a healing context. If one were to design such a context, what might that include?

  1. Mind, body, spirit. No matter what the source of ill-health, dis-ease, or mental unwellness, the mind, body and spirit are all assigned a role, even if those roles might be uneven in their contribution to the problem and solution. Further, these three elements are not disconnected from the environment in which they exist. Personal problems are always, to some extent, social problems and vice versa. This acknowledges the systemic effects of the environments we create and the interconnection between mind-body-spirit and our world around us. This thinking is the forerunner to what we often consider as the psycho- and social determinants of health and the biopsychosocial model of health that is now widely applied within health sciences.
  2. Participation and engagement. The most central distinction between the indigenous approaches to healing that Katz has explored and Western ones is the role of the community in the healing process. Unlike Western allopathic approaches, the healing process is not viewed as the responsibility of the patient and healthcare provider alone, but the family, community and beyond. This perspective acknowledges that, if one is to believe that the environment is a contributor to illness and recovery, there must be engagement from that domain in the healing process. Across the examples that Katz explores we see the involvement of the community in the prevention, treatment, post-incident care and development and as one solid continuum of practice. Healing is social and therefore the benefits are accrued to everyone.
  3. Ceremony & ritual. This engagement through the healing process is guided through the use of ceremony and ritual. This is part of every healing practice, even allopathic medicine, but the role of these is made explicit.  In this case, healing is a conscious act that is shared with everyone involved. In Western societies, we too often fail to acknowledge ‘developmental moments’ properly, because we’ve not built in the spaces to do this. I’ve written about this in other places looking at the role of mindfulness in developmental evaluation and how there needs to be spaces for that to be built into regular practice — through ceremony and ritual, if you will — for it to work, otherwise things pass by.
  4. Mindfulness / data gathering. The act of paying attention is a prime source of data in healing practice. This goes beyond the simplistic view of diagnosis, which is not an appropriate means of viewing a problem if it takes place in a complex environment anyway — see the Cynefin Framework for reasons why. These cultures are using sophisticated means of assessing situations that are highly social, involve much sensemaking and, in keeping with appropriate practice for complex conditions, using multiple means and methods for capturing data about the source and context of a problem.
  5. Wisdom. While healing is done in the present, the cause and consequence have some roots back to the past. All of the cultures that Katz spent time with drew on wisdom from the elders, understanding of the past, and how what happened before sets the stage for what is happening now to some extent. This is where baggage can come in, personal history (including genetics) and ‘institutional memory’ in the case of organizations or communities. While we may think something is long finished and wrapped up, that might not be the case and if we’re not aware of our history we might be doomed not necessarily to repeat it, but to create a future we don’t want.
  6. Artifacts. The tools of ceremony and healing involve artifacts. While we might think of things like the couch, the medical bed, or the white coat as artifacts, so too does any healing situation have theirs are means to connect to the process and support healing. Many people, regardless of their background, draw on indigenous artifacts like burning sacred woods such as palo santo, or sage brush or sweetgrass, or perhaps incense of different types. More Westernized models such as candles or prayers might be involved. Used out of context without skill, these artifacts may not have the full perceived influence, but they allow those healing to recognize the act of healing as it takes place, creating a sacred space among the ordinary, transforming a space like a home or office into one that is suited for healing, demarcating the intentionality of healing. Whatever the artifact, even a mascot (e.g., toy) these things can create a space of sacredness where one didn’t exist before if used consistently and respectfully.
  7. Ongoing practice. Healing is not something that just happens and goes away. While the ritual and intensity of the healing act might change, there is a culture of healing that is created, just as we would seek to create a culture of learning, evaluation or innovation in an organization.
  8. Positivity. Richard Katz’s 1997 book looking at the Kalahari Ju!honansi peoples was entitled Healing Makes our Hearts Happy. The book details how the act of healing is a positive force in the community, despite the many challenges and pain that is experienced at times. The process of coming together, sharing and working on the process of creating a world for their people, not just reacting to things as they happen, allows for something that Rumi called ‘unfolding your own myth’. It provides agency and focus and keeps the community attuned to what is and what it wants to be on a regular basis. The process of coming back from dis-ease or dis-ability and creating a stronger next step is something that is always done from a place of positivity. In tactical terms, this is acknowledging what we know from psychology that it is more effective to ask for what you want, rather than what you don’t want. 
  9. Energy. The final piece is energy. This can take the form of some spiritual force, but also reflects an intensity and active engagement with healing. It’s not a passive thing, but something active that requires work and focus. The cultures Katz spent time with put this as a priority, not as a ‘nice to have’. How often have we decided to ‘just put things behind us’ not facing the real implications of something traumatic? I knew someone who lived with terrible emotional and social abuse who, upon leaving a harmful environment, decided to seek some therapy to work through the issues. This brought insight and clarity and that convinced her that only a few sessions would be needed and left therapy (the healing space), claiming she was all worked through that stuff and could manage on her own. Sadly, before long, that dark shadow from her past came back only not at a time of her choosing and only re-imposed the traumas of the past in a way that she wasn’t prepared to deal with. The process of healing requires a lot of energy and focus, but the benefits are enormous if they are sustained. Sustaining the energy is perhaps the hardest part.
  10. The role of the healer. Involved in all of the approaches explored was a healer (or two). These are usually wise, well-skilled, and compassionate individuals with expertise and experience in guiding the healing process. Like Western approaches, these healers bring tremendous assets to the healing encounter, but unlike them they are more conductors of the symphony — integral and important, but only one part of a larger whole. We are seeing more nurses, doctor, psychotherapists recognizing this, but more is needed. The healing approach is truly done from a systems perspective in many of these indigenous cultures, where the healer plays a critical, connected role, yet is impotent without the system’s engagement around her or him. This is also true for the self-as-healer. While we can do a lot, we can’t do it all on our own, no matter much we try.

Healing our perspectives on healing

This approach to healing is something that we can all engage in. What we need to do is find the means — personal, social, organizational — to fit into the context we live in. That’s not a simple task and the easy, simple – and wrong — approach is to simply copy the Indigenous cultures’ practices, tools and traditions. What is necessary is to create a healing culture that is appropriate to the context it’s used.

In a pluralistic, diverse, largely urbanized, secular, Westernized world, this is a challenge that isn’t easily addressed. It means getting to know yourself and the environment we work in. The ‘model’ of healing above may share common features with those of many indigenous cultures and, as Katz has noted in his forthcoming book, these are often connected deeply to healing practices that were overrun and buried by modern allopathic approaches to medicine — denying that these practices are part of all of our history to some extent.

It’s worth also adding some subtext to what has been mentioned above with a personal note. I’ve met Richard Katz on many occasions. He was the mentor to a brilliant psychologist who mentored me and taught me many approaches to healing that I’ve had the privilege to work with and through in my work. Dick would always say: “speak about what you know” meaning that your stories are yours, not others and vice versa. Be humble.

Richard has lived and worked among healers his entire professional life and told the stories through his books at invitation of the communities he’s worked in. He fully acknowledges the cultural problems that this introduces, the timing and clash of worldviews they embody, the role of colonialism and the Westernization / sanitization / dramatization that often comes from Western scholars reporting on indigenous affairs and has been cautious about claiming anything about these communities worlds as his own. It’s a delicate situation and one that, when we engage in healing work, is one that needs discussion. It’s important to respect and honour the sources of our wisdom and knowledge and the means in which we come to know what we know.

Get in touch with what you know and may it help with your — and our — healing work, by design.

References of note: 

Katz, R. (2017, forthcoming). Indigenous healing psychology: Honoring the wisdom of the first peoples. Healing Arts Press.

Katz, R., Biesele, M. & St. Denis, V. (1997). Healing makes our hearts happy.  Inner Traditions.

Katz, R. (1989). The straight path: Ancestral wisdom and healing traditions in Fiji. Park Street Press.

Katz, R. (1984). Boiling energy: Community healing among the Kalahari Kung. Harvard University Press.

 

innovationpsychologysocial systemssystems thinking

What’s in your baggage?

on April 19, 2017

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Social and emotional baggage is what we bring with us and, like the real thing, it’s all in what we pack, how we pack it and how aware we are of what we’re packing it for. And like the real thing, individuals and organizations can’t go on much of a journey without carrying some of it with us.

Social and emotional baggage is a concept that has been drawn from psychology to metaphorically represent the things — memories, expectations, experiences — that we bring from our past into our present context, usually in a negative, debilitating or otherwise limiting way. It’s something that is attributed to individuals, but may also fit organizations, too. But baggage is a part of any trip and looking at it as part of the journey might provide us better ways to use it, rather than ignore it.

Metaphors are useful ways to take what we cannot see or touch, but nonetheless are experienced as real and makes the concept more tangible. The metaphor of baggage is useful because we can look at it in many different ways.

Baggage is what we bring with us on our journey and, like real baggage, it matters what we bring, how much of it, and how amenable it is to being moved.

What’s in your carry-on?

Let’s consider what we might bring with us this journey of ours and consider what roles these items play in our lives and organizations. What’s going in our bag?

Clothing: Different outfits allow us to transform our appearance, to stand out or blend in, or express ourselves in creative ways (along with keeping us comfortable while avoiding the whole “naked in public” thing that’s a bit problematic in most cultures). Spare clothes provide us with the ability to envision ourselves in different forms. They represent our ability to adapt and to dream new futures. There’s a difference between having the latitude to transform and having so much stuff that either it’s not all that different or is so different, we lose our sense of who we are. When we’ve packed too much of anything, we get lost in choice and focus. If we don’t pack the right stuff, we lose our ability to adapt to changing conditions.

Toiletries: A basic toiletry set allows us to care for ourselves, maybe even make ourselves up a little. These are the things that repair the damage from day-to-day wear and tear on the body, heal, and protect ourselves from the wear to come and prevent future damage (hello, sunscreen!). We might also wish to make ourselves up a little sometimes, too (hello, lipstick or cologne!). If we pack too much of these things we can get vaingloriously trapped in what others might think of us and present a face that’s less authentic than our true selves. We might also be so focused on repair and prevention that we fail to recognize what’s in front of us in the present moment (the only moment when we can do anything to change the game).

Gifts: These are things we bring to others based on our experience and are shared best through acts of service, kindness, generosity and love. They may be souvenirs, stories, photos and keepsakes – things given and transported with care for others and might include sharing our knowledge (tacit and explicit) and experience with others through storytelling. Our fellow travellers benefit from our gifts, and so do we as they often bring joy to the giver through the giving. However, if we pack our bags with too many we may wind up looking more after others than ourselves. Our focus is on giving to others at the expense of caring for ourselves. Our bags only have so much room and gifts take up some of that room.

Memories & Experience: This is our past. This is the part that accumulates over time as we get older and experience the world. It builds on and continually adds to our carriage, meaning we need to consider how we pack it, what we choose to hold on to from this vast collection, and what we might want to discard. This is where wisdom resides. It’s also a seat of some of our biggest problems. If real healing — that integration of experience with understanding, reflection and growth through our social life — doesn’t take place, we might find ourselves with things in our bag that we’d thought we’d discarded, but didn’t. It’s like finding the scorpion that might have hid in your luggage from your tropical vacation as you go home. If we’re not careful and mindful about what we pack, we might let in things we thought we’d left behind.

Cargo: This last element is cartage from one space to another. This is the stuff we bring from one place to another that may or may not have any purpose. It’s ‘stuff’. It’s trivia, the news, pop culture, or the flotsam and jetsam of everyday life. It seems like this would be the easiest thing to disregard, but it’s not. It can take up a lot of room. Consider where you put your attention and what you consume in a day — your social media feeds, gossip at the office or the dog park, advertisements, broadcast media — and what you hang on to. This is the stuff that can make us lose sight of what we think is important, so it’s critical that we are mindful about what cartage we add to our baggage.

As my colleague Alex Jadad says:

Nothing really matters apart from what matters to us. Therefore, we must be very careful about what we choose to matter to us.

Packing what matters most

Our baggage represents a system. We create the boundaries by the shape and size of the bag (or bags) we choose to bring with us and all of what goes in the bag interacts (it all has to work together to fit). What happens when we pack piecemeal, we throw all of the stuff above into a bag and try and organize it. Sometimes we seek to bring more bags or getting a bigger suitcase; maybe that will work. But things don’t fit, it doesn’t go together. Or we find ourselves laden with luggage, slow to move, strained in the back and joints from carting it around…but at least we have our stuff, right? (if we can find it).

The problem with that ‘add more’ strategy is that, the more we have, the slower we are, the more encumbered, and the more confused. We add to complexity, rather than create simplicity. We need to design better.

The best packers are those who create extra space for things they’ll pick up along the way, put in things that go together (e.g., outfits that mix and match), and they determine their essentials ahead of time. They spend the time considering what is most important, most used, most necessary and organize around those things: they employ strategy (and they adapt their strategy along their journey). They know what they need, what they like, and what makes them comfortable, safe and happy on their journey. Why? They’ve paid attention and collected data to support that decision (e.g. through ongoing evaluation, reflective practice, mindfulness, personal therapy).

This is all about being mindful about our work and life. For organizations, there are things you can do to create mindfulness in the way you work to help understand the choices you make and their consequences. For individuals, it’s about doing self-development work and engaging in reflective practice — in work and life.

If we don’t know what’s in our bags, we might be surprised what comes out. The subconscious works that way: it will pop things out at times of its choosing when we are often not expecting it or desiring it. Subconscious processes work at the individual and collective levels — it’s not just a personal thing.

Mindful packing

We are contributors to the story of our lives, but not the sole authors (despite what many seem to think). What has happened to us because of others matters as much as what we create for ourselves. It’s not about labeling those experiences as ‘good’ things and ‘bad’ things, rather dealing with the consequences that those experiences bring to our life in the here and now and asking if they are helpful or unhelpful to living the life we want.

Were you under appreciated by your colleagues or family? Bullied? Neglected? Think it’s all in the past? Replicate that situation in the present and see how you feel — it might not be all in the past. Abuse and neglect are common experiences at home and work and how we integrate that into our lives — or whether we do at all — can be a key factor in determining how we relate to the experiences in the present.

What about that project at work that got everyone excited and failed to deliver the value that everyone expected or felt promised? Is that going to temper the willingness to try again, to innovate or risk something new again? Organizations and teams might be tempted to ‘lower the bar’ to avoid disappointment, despite suggestions that an organizations’ settling for ‘mediocrity’ drives quality people away from work. 

What about that romantic relationship that was perfect, but ended because it was too perfect? How is too perfect even possible, you ask? If you’re not accustomed to being loved and cared for you might find it very uncomfortable to get exactly what you want (and need) and find (invent?) reasons why the relationship won’t work and end it (or sabotage it so you don’t have to end it). The issue isn’t that you don’t aspire for this ‘perfect love’, it’s that you’re not used to it; maybe the only way you were loved before was through neglect, abuse, or simple disinterest and partner disengagement. When that changes, so does our narrative about what real love is all about and if we don’t ‘flip the script’ we’ll write the new story into the old one and that just won’t work. (And if you’ve not experienced this in romance, how about a job? A friendship? An opportunity at work? — self sabotage is very real and underexamined).

None of this is crazy-making: it’s just how some people deal with the intense sadness of not knowing how to be loved or to achieve real success.

Like anything in life: change challenges us and these experiences (fears, hopes, unrequited dreams, and victories) go into our luggage and often not by choice — or awareness. But knowing this can happen will help us understand our baggage and how our past and hopes for the future affect the present.

The temptation is to make some sort of judgement about baggage and assume its a problem. We bring what we need with us and that means that we each will have and will need baggage differently. What we wish is for it to serve us, not debilitate us or keep us from growing. Being mindful, reflective and careful about what we have already packed is another critical step.

The next is realizing that, like real baggage, we can re-pack. We can discard things, re-organize, re-prioritize what goes inside. It’s never too late, but it does require work. The best thing of all is that, when we reorganize our baggage we create more of what we want — what matters to us — and less of what we don’t want or others want for us. Our baggage is our asset if we allow it to be.

Reflective practice, healing (to be covered in a future post in more depth), compassion (because we all have things we wish weren’t packed for us in our bags – be good to ourselves), systems thinking (and design thinking — creatively considering how we pack, not just what we pack) and healthy social engagement are all ways to improve our relationship with baggage.

And that’s something to hang our hats on.

Happy, healthy travels.

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Image credits: Author

 

 

art & designcomplexitysocial systemssystems thinking

A Beautiful Idea

on April 10, 2017

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Is what you do, where you work, or how you organize, beautiful? Among the many words used to describe our work lives the most neglected and maybe necessary might be described that one word: it’s time to take it seriously. 

For those working in design one of the biggest challenges is getting people to understand that good design isn’t just about making things pretty, but making them better, more useful, more responsive, sustainable, and impactful. Good design is too often seen as a ‘nice to have’ than a ‘must have’ and is thus invested in accordingly.

‘Beautiful’ as a concept has it even worse. In my entire working career I’ve never heard the word uttered even once on a matter of professional importance by others. That’s a shame and it speaks loudly to our present situation where innovation is hard to come by, organizations struggle to attract and retain good people, and the battle for attention — of the market and our workforce — is maybe the biggest one of them all.

But beauty is worth a look, particularly because it is, well, beautiful.

A beautiful term

What is beautiful? Consider the Oxford English Dictionary’s definition.

beautiful |ˈbyo͞odəfəl| adjective

pleasing the senses or mind aesthetically: beautiful poetry | a beautiful young woman | the mountains were calm and beautiful.

• of a very high standard; excellent: the house had been left in beautiful order | she spoke in beautiful English.

Note two key features of this definition: pleasing the senses or mind and high standards. The first part might sound a bit hedonistic (PDF), but when you consider what motivates us at the most base level of existence: it’s pleasure and pain. We are attracted to people, experiences, objects and environments that generate pleasure. In an environment described above when attracting talent, eyeballs — attention — is so hard to come by, why would we not amplify beauty?

The second term is high standards. It’s not enough to attract attention, we need to hold it and to inspire action, loyalty and persistence if we wish to succeed on most counts. Quality is a competitive advantage in many environments, particularly in human services where the complexity associated with poor quality decisions, processes and management are potentially catastrophic. (Enron, anyone?).

An associated term to this is aesthetics, which is defined as:

aesthetic |esˈTHedik| (also esthetic) adjective

concerned with beauty or the appreciation of beauty: the pictures give great aesthetic pleasure.

• giving or designed to give pleasure through beauty; of pleasing appearance.

Aesthetics is the more active appreciation of beauty — the application of it in the world. Organizational aesthetics is an emergent area of scholarship and practice that seeks to understand the role of beauty in the organization and its implications. Steven Taylor describes organizational aesthetics through storytelling, outlining the way he came to know something through connecting his work with his senses. His story points to different ways in which organizational aesthetics is experienced and understood, but ultimately how its sensed. It’s that attention to the senses that really sets this field apart, but also how practical it is.

Practical beauty

Organizational aesthetics are about practical realities of organizational life, brought to bear through our five senses, not just the mind. Strange that so much of what is produced in the literature and scholarship is so cognitive and devoid of discussion of any other sensory experiences. Yet, we are sensuous beings and most healthy when we are in touch (literally!) with our senses in our lives. Consider the cortical homunculus and you’ll know that we feel through a lot more than we often use in our work lives.

Organizational aesthetics is about using methods that tap into these senses and the qualities of physical, social, psychological spaces where they can be used more fully to contribute to more impactful, healthier and happier environments for humans to work and thrive. This approach is rooted in design and the hypothesis that, as human created (thus designed) constructs, the modern organization can design in beauty as much as it can design beauty away. Like design itself, organizational aesthetics is practical, above all.

Citing earlier work from Roozenberg & Eekles (1995) on the topic of design causality, Steven De Groot, from the Eindhoven University of Technology, points to the way in which design is a responsive means to helping an organization adapt.

By fulfilling functions a design satisfies needs, and gives people the possibility to realize one or more values. Transferring these fundamentals, the design of the organization needs to change as a consequence of changing roles and needs of the employees in this case.

Roozenberg and Eekles assert that form follows value and thus, as De Groot sought to explore, explicit value of beauty can produce beautiful organizations. The reasoning for this research comes from earlier studies that show that when organizations value and nurture beauty within them, employees are happier, their commitment increases and the organizational function is improved.

Dispelling beautiful myths

Despite the reams of research that has emerged from a variety of disciplines showing the connections between beauty and positive outcomes and experiences in organizations, there will be many who are still troubled by the idea of integrating the word ‘beautiful’ into the serious world of work. It may be tempted to rely on a few myths to deny its utility so let’s dispel those right away.

  1. Promotion of beauty is not denial of the ugly. Ugly is everywhere: in the news, on social media (spent time on Facebook lately?), and embedded in many of our global, social challenges. Embracing the beautiful is not about denying ugly, but drawing our focus to areas where we can create change. As I discussed in a previous post, good design is increasingly about reducing information overload and focusing on areas we can influence by creating positive attractors, not negative ones. It’s based on attention and human nature. We stop and remark on fresh cut flowers. We comment on a colleagues’ attractive new outfit or clothing item (“I love your new socks!”). We see something that is well designed and we admire it, covet it or just enjoy it. Beauty captures something of the most rarest of commodities in the modern age: attention. We won’t change the world by yelling louder, we’ll change it by speaking beautifully, better.
  2. There’s no single definition of beauty. Beauty is truly subjective. What I might find particularly beautiful is different than what someone else will, yet there is much evidence that there is also a shared sense of the beautiful. Pierre Bourdieu’s work on taste and taste-making (PDF) points to the social means in which we — fair or not — share perspectives to elevate ideas, concepts and artifacts. We are social and thus share social rules, tastes and ideas and that this might be done across cultures, within ‘tribes’ or tied to specific settings or groups, but there is always something shared.
  3. There are shared principles of beauty. What makes for a shared cultural experience is something that we refer to as simple rules in complexity studies. These are rules that may be explicit, unconscious or tacit that guide collective actions and shared experiences. It, combined with history (and something we call path dependence – a driver of stability and stasis in a system), is what allows us to have some collective appreciation of the beautiful. It’s why natural elements (e.g., plants) or use of certain colours can create a positive atmosphere and psychological experience within a setting even if those plants or colours are universally loved.
  4. There is plenty of evidence to support the case for making changes based on beauty. This ‘absence of evidence’ myth will take a while to dispel as people will see (or not see) what they want to. All I would suggest is that you take a long hard look at some of the research — in particular Steven de Groot’s doctoral work — and put that up against any other theory or program of research and explain how it’s less than — particularly given how young of a field it is. There is an entire academic journal devoted to this topic (and, like in any journal, not all the evidence is top-notch, but there’s good work in there and throughout the literature). Consider how management theory, a well-established area of scholarship, is already becoming ‘a compendium of dead ideas‘ given the paucity of solid research behind it and yet something like organizational aesthetics hasn’t taken hold? The battle is long, but adoption of some new, beautiful thinking is one that will pay off. I’ve not even started getting into the arguments for environmental and organizational psychology or design.

Change in a complex system is about creating, finding and amplifying positive attractors and dampening and eliminating negative ones (and in complex systems positive isn’t always good and negative bad, it’s about what the goals are in the system — what you wish to achieve within that system. In society, these are almost always socially negotiated, somewhat contested).

Attracting attention, ideas, and energy is one of our biggest social challenges at the moment and a huge barrier to change.

Everyone’s looking for a way to capture attention and hold it when there is a beautiful solution right under their noses.

“Everyone needs beauty as well as bread, places to play in and pray in where nature may heal and cheer and give strength to body and soul alike” – John Muir, 1869

Image Credit: Author

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