‘I’m not in your situation. And neither am I you in your situation.’ (David Cooper)

A stretching skill in coaching, action learning and facilitation is often to step back and to stay back. I may imagine vividly what I might think, how I might feel and what I might do if I were in the situation a client has described. Nevertheless, as David Cooper has summarised so well (above), the truth is I’m not there and I’m not you. A risk is that I may inadvertently and subconsciously project myself onto the world of the client. Why is this important and how can we use it?

Firstly, the client portrays a challenge, dilemma or opportunity from their own perspective. It’s a personally and-or socially-constructed view with associated feelings that may reveal all kinds of hidden assumptions, beliefs, values, hopes and expectations. These may be quite different to what the same situation could hold for the coach. Exploring how the client construes the situation and what lays behind and beneath it for them can unlock fresh insight and potential.

Secondly, factors that stand out to the client as significant in a situation can be very different to those that stand out for the coach because of differences in what people notice, what value they attach to it and what meaning they make of it. What a person notices is influenced psychologically by what’s important to them. What, therefore, surfaces into awareness (or not) for the client can shed useful light on underlying personal-cultural assumptions, beliefs and values.

Thirdly, how the coach could act in the client’s situation - and the consequences of their actions - would be influenced by their own lived experiences, their personal preferences and cultural norms, how they are perceived and received by others, and the knowledge and skills they can draw upon. Unless the client’s issue has a definitive right or correct solution, the optimal way through for the client may be quite different to that for the coach. I’m not in your situation – and I’m not you.

‘I know that I know nothing.’ (Socrates)

Action Learning is an opportunity to receive questions. It’s founder, Reg Revans, advocated: ‘Swap your difficulties, not your cleverness.’ Revans’ approach was a radically different philosophy and praxis that stood in contrast to conventional didactic methods at the time. It affirms the value of not-knowing, curiosity and exploration. It facilitates a grappling with questions that have no easy answers and creating experimental solutions; without a pressure to hide from or impress peers.

A transformational dimension of Action Learning is the power of vulnerability in building trust. If I model an authentic openness, a willingness to share those issues and experiences that I find most perplexing or troubling in my own work, it may invite others, in Susan Scott’s words, to ‘come out from behind (themselves) and make it real’ too – if they choose it. Stephen Covey expresses this dynamic well in his insight that, ‘Trust grows when we take a risk and find ourselves supported.’

I like the questions that Angie Bamgbose poses to herself in her insightful Action Learning blog, Race, Power and Privilege: ‘What is my gift? What am I still confused about? What have I learned? What will I do?’ It models the spirit of courage, humility and reflexivity that lays at the heart of Action Learning practice. It reminded me of guru Rick James’ opening words at an INTRAC webinar this year, looking at the future of humanitarian work internationally: ‘There is so much I don’t understand’.

How do you use questions to stimulate reflection, insight and action? How do you handle personal and cultural pressures to present a front, to impress or to ‘perform’?

(See also: Not-Knowing; Managing our Not-Knowing; Action Learning)

‘Your choice point is the space you're in right before you make a decision.’ (Martha Tesema)

You are choosing to read this blog – you could have chosen to do something else instead. You are choosing to read it now – you could have chosen to read it at a different time. In fact, according to psychological choice theory, everything you do is a choice. You’re not always aware of it and it won’t always feel like it. The implications and consequences of choosing one course of action over another can sometimes be so different and so stark that it can feel to, to all intents and purposes, as if there is no choice. Yet you are still likely to choose the action that, for instance, aligns most closely with your values; or has the greatest perceived benefits; or has the least risks or detrimental effects.

The implications of this theory are radical and extreme. If every action you take represents a choice, and if you can grow in awareness of the choices you are making at each moment, a vast array of possibilities opens up to you. As you approach any decision, it will be like reaching a road junction, with always at least 2 options available to you. You will no longer be trapped or driven entirely by circumstances. You can exercise greater freedom and personal agency. You can learn to navigate adaptively through choices, like tacking into the wind on a sailboat. You can become more creative and innovative. You can visit places, reach destinations, that you never dreamed imaginable.

There is a flip side. If you really are free to choose, you’re also responsible for your every action. It could feel easier to tell yourself that you have no choice – especially since you can’t anticipate every potential ripple effect. It would relieve you of the burden of accountability. You could also feel quite overwhelmed by the dread of having to make choices at every moment in time, in every situation. It could feel like existentialist Jean-Paul Sartre’s nightmare, ‘condemned to be free’. You may try to alleviate the anxiety by telling yourself that you’re a product of your background, upbringing, culture or circumstances. Then you could stop over-thinking, over-analysing, and get on with your life.

So, how to handle this paradox? How to create the liberating freedom of expanding one’s sense and reality of choice whilst also to acknowledge the ethical and practical responsibilities it carries with it? First: awareness. Here’s a simple exercise. Write down a paragraph of no more than 100 words that describes the last meeting you had with a colleague. Now, underline every word that represents a choice point in what happened. If you do this rigorously enough, you will be amazed at how much of the text is highlighted. Now the stretch, a thought experiment: jot down at least 2 different choices you could have made at each choice point. Try to be creative and courageous as you do this.

Second: responsibility. To build on this exercise, jot down a list of key criteria that will help you to ensure focus, priorities and boundaries to your decisions and actions. Here are some examples: ‘make best use of my time; achieve my career goals; develop the team’s potential; improve quality of relationships; create best value for stakeholders’. These criteria reflect and represent your values. Finally, test the actual choices you made, and the hypothetical choices you could have made, against these criteria to take note of what you could have done differently, what you could do next time and what lines you will not cross. Now – it’s your choice: given what you know now, what will you do with it?

(See also: Choose; Choice; Agents of Change)

'To err is human. To blame it on someone else shows great management potential.'

That made me laugh! It’s a fun variation of Hubert H. Humprey’s, ‘To err is human. To blame someone else is politics.’ But wow – how easy it is to deflect and project our own faults and failures outwards onto others. We see it happen all over the place, from interpersonal relationships to international relations. It’s a way of defending ourselves; of trying to avoid or escape the costs of responsibility; of promoting ourselves; of appearing innocent or superior. It’s about helping us to feel good about ourselves and-or wanting someone else to feel good about us.

It's quite tricky if we don’t know we’re doing it – and it can lead to potential high-risk consequences. ‘Self-deception is like this. It blinds us to the true causes of problems, and once we’re blind, all the solutions we can think of will actually make matters worse.’ (Arbinger Institute: Leadership and Self-Deception, 2000). This poses a difficult question: how to deal with our blindness if we don’t know we’re blind? And what if, if we’re honest – for whatever reason – we don’t want to know? An old adage goes: ‘There are none so blind as those that won’t see.’ Ignorance is bliss?

I’ll start with the last question first. If I’m working with a person in coaching or a group in action learning and I sense resistance in this area, I won’t push too hard. It could, for instance, trigger repressed trauma or suppressed anxiety. Instead, I may pose an invitation, e.g. ‘Is this something you would find useful to explore further? What, for you, would be the potential benefits of exploring this, or the potential costs of not exploring it? If you were to explore this, what support or challenge would you need from yourself, me and-or others?’ It’s their call, their choice.

Next to the first question. This touches on a field known as critical reflexivity. It’s like holding up a mirror to ourselves rather than fixing our gaze elsewhere or onto others. We can think of it as something like this: ‘What within me – e.g. in my own past, culture or world – is influencing what I’m thinking, feeling and doing now?’ This could include, for instance, our beliefs, values, hopes, fears and expectations. It could also include hidden vested interests; that is, things we want to protect or preserve and-or to acquire or achieve. Such influences act as subconscious filters.

In coaching and action learning, I work with people and groups to help them learn to pose searching questions to themselves in a spirit of open curiosity and discovery, e.g. ‘Who or what is holding my attention in this relationship or situation? How am I feeling? Who or what am I not-noticing? What assumptions am I making? How is my past influencing my present? Who or what matters most to me now? How might I be evoking this response in the other party? What am I willing to take responsibility for? What do I want or need? ​What am I willing to stop, start, change or compromise?’

The outcomes and benefits of this approach can be truly transformational. It calls for humility, courage, authenticity and a willingness to exercise personal leadership and agency, yet can open up all kinds of fresh possibilities – and hope. Imagine, for instance, to approach an adversary, prayerfully, in the midst of conflict: 'We are in such a mess. I'm sorry...and, as I look at how we got here, I could have handled my part in this better...' It’s a stark contrast to avoidance, accusation and finger-pointing. What a possibility to co-create a different relationship – and a different future.

(See also: Spots; Art of Deception; Stealth)

‘The willingness to experiment, it turns out, is the chief indicator of how innovative a person or company will be.’ (Hal Gregorson)

Test and Learn is an experimental, adaptive technique, used to address complexity, uncertainty and innovation. It’s useful in situations where, say, past experience isn't a reliable guide for future action because e.g. critical conditions have changed. It’s also useful when moving into new, unchartered territory where the evidence needed for sound decision-making can only be generated by, ‘let's suck it and see’. It shares a lot in common with action research: create a tentative hypothesis, step forward, observe the results, try to make sense of them, refine the hypothesis, take the next step.

Test and Learn is used in fast-paced, fluid environments, such as by rapid-onset disaster response teams where conventional strategizing and planning isn't realistic or possible. By the time a detailed plan is formulated, things have moved on - and the paper it's written on is sent for recycling before the ink has dried. Test and Learn is also used by marketing teams when testing new products or services or seeking to penetrate new or not-yet-known markets. It provides tangible evidence based on customer responses which, in turn, enables change or refinement before investing further.

What psychological, relational and cultural conditions enable Test and Learn to work?

1. Leaders who believe and overtly support the idea that learning is a key to success, both from experiments that go well and those that fail.
2. Shared opportunities for ideation, hypothesis formulation, testing of assumptions and critical sense-making: e.g. via action learning.
3. Experiments that are sufficiently specific and observable to draw out key evidence and learning.
   
4. Meaningful recognition, celebration and reward for experimentation and learning, and for the progress that results from it.

When have you used Test and Learn? How did you do it? What difference did it make?

(See also: Unpredictable; Adaptive)

‘You ask way too many questions, pal.’ (Homeless person – to me, 1982)

I was excited, intrigued and a little nervous to visit my first homeless project in London. As a young Christian activist, I wanted to learn from the lived experience of people in need so that I could use my own life to make a positive and tangible difference in their world. In my enthusiasm and a genuine spirit of curiosity, I asked this homeless man question after question about his life. After a while, he cautioned me politely but sternly – to stop. It was a stark, timely and important lesson.

Questions lay at the heart of coaching and facilitation; questions that aim to enable a person or group to think through an issue more deeply or broadly and to reach their own solutions. We may talk about powerful questions, or impactful questions – questions targeted at a person: what he or she is thinking, feeling and doing, rather than at the broader issue itself – to enable the greatest shift. It’s a language that, in a safe space, speaks of constructive challenge with a positive intent.

Yet what happens if we are working with people or groups where the very experience of receiving questions, however well intended or framed, evokes considerable anxiety or stress? We can think of various examples: e.g. a refugee who has been subjected to violent interrogation in their country of origin; an asylum-seeker who associates questions with having to defend an appeal for help; a person who has endured abuse from a controlling partner who challenged her/his every action.

The language of power-ful questions can itself raise issues of power dynamics implicit in the coach or facilitator relationship with a person or group. After all, the coach is the person posing the questions – not feeling a need, pressure or expectation to answer them – and may at some level reflect or represent the type of person, group or authority the client regards as oppressive. Similarly, impact-ful can sound like hitting, violence, done-to, to a person or group living in a state of anxiety.

The homeless man I alluded to above explained, with pain in his eyes, that my questions were taking him to places in his past that he was trying hard not think about or deal with because they felt too traumatic. I was, in effect, inadvertently re-triggering the emotional effects of experiences he had lived through. I remember feeling horrified, apologising, and falling silent in shame. Yet I learned the vital need to pay attention to sensitive relationship and mutual contracting in these fields of work.

Given these risks and dynamics, it could feel tempting to shrink back altogether from coaching or, say, action learning with vulnerable people or groups. What if we make a mistake or make things worse? Is there a risk that we will inappropriately stray or be drawn into the realms of counselling or therapy where we are and feel out of our depth? Is there any guidance that could help us navigate such potentially difficult terrain? I will offer some practical insights here that I’ve found helpful:

Some vulnerable clients may feel concerned about why they are being asked questions, how they are expected to respond (the ‘right’ or ‘acceptable’ answer, in that context), who will have access to their responses and what they might do with them. This may be especially the case if they have been sent for coaching or action learning, perhaps as a remedial measure, or if they come from a personal-cultural background where posing questions as a developmental approach is unfamiliar.

In my experience, vulnerable clients rarely raise these concerns explicitly. They are more likely to surface during contracting as something like, ‘How can I be sure that what I may share here will not be shared elsewhere?’ This points to a need for trust-building. I may ask a client, ‘What would give you the reassurance you need?’, ask other participants (if in a group), ‘What are you willing to commit to?’ and explore and agree explicitly what we will do if, say, a conflict of interest should emerge.

Claire Pedrick offers a simple and useful frame that helps ensure healthy and constructive focus and boundaries: ‘What are we here to do?’ and ‘How shall we do this?’ The language of ‘we’ points towards a coactive conversation in which both parties discuss, negotiate and agree their terms of engagement. Claire also regards the client positively, whether an individual or group, as resilient enough to engage in the process – unless it transpires that they aren’t – and contracts accordingly.

Geoff Pelham, drawing on Gestalt psychology, focuses on creating an authentic human relationship (‘contact’) with the client rather than a purely transactional one. This can help to create a safe-enough space for coaching to be effective. He may inquire with empathy, ‘What do you need?’ – and listen carefully to the response – before discussing and agreeing how to address respective needs and to move forward. (Attention to need is framed as a healthy foundation for growth, vs ‘needy’.)

I may ask a client, ‘Where would you like us to focus our attention?’, ‘What questions is this raising for you?’ or ‘What questions would you find most useful to explore?’ I will also discuss and agree explicitly with the client what he or she may do if I (or others, in a group) pose a question that, for whatever reason, he or she would prefer not to answer; e.g. simply to respond with, ‘Thank you.’ This enables the client to exercise choice and control throughout and, by doing so, to enhance their own agency.

Finally, Karen Treisman encourages us to beware of 'pathologising' the client; of focusing on his or her vulnerability as if it’s their sole defining characteristic and, instead, ‘To see the whole person, their story, their world – to magnify, celebrate and learn from people’s survivorships, strengths, resources and what they truly bring to the table.’ I’m keen to learn: what has been your experience of working with vulnerable people or groups? What trauma-informed principles help to guide your practice?

(See also: A Safe-Enough Space)

(For further research and resources in this area, see: Dr Karen Treisman, A Treasure Box for Creating Trauma-Informed Organizations: A Ready-to-Use Resource for Trauma, Adversity, and Culturally Informed, Infused and Responsive Systems, 2021).

‘We are interested in the past only insofar as it impacts on the present.’ (Geoff Pelham)

I worked with a training group recently that was learning the skills of action learning, a form of group coaching in which one person presents an issue and others help her or him to think it through to find or create a solution. As one person at a time talked about a challenge that he or she was facing at work, I noticed others often instinctively posed questions or prompts that aimed to uncover the person’s history or the backstory to the situation. The person presenting would then typically respond with something like, ‘OK, let me take you back to the beginning, where it all started.’

In doing so, the presenter used up precious action-learning time reciting a story that he or she already knew. It was as if, by sharing wider background information in this way, the peer coaches would have greater understanding and, therefore, be better equipped to pose useful questions. Yet, as Claire Pedrick (Simplifying Coaching, 2021) puts it: ‘…our role is not to see the situation thoroughly, or to diagnose. It is for the thinker to see the situation thoroughly.’ The purpose of action learning, like coaching, is to enable the person to think more deeply and broadly for themselves.

Claire goes on to reframe past-facing questions by bringing them into the present, e.g. from, ‘Tell me your backstory?’ to ‘Tell yourself your back story and let’s see what we notice?’; or from ‘What have you already tried?’ to ‘If you look at what you have tried already, what do you notice?’ If a person repeatedly recounts the same story from his or her past, Claire will shift the focus to the present, the here-and-now, by posing a gentle challenge, e.g. ‘Assume I know everything. What do we need to think about today?’; or ‘What is your most important question about that today?’

I worked with a psychodynamic consultant, Kamil Kellner, in an action learning group. Once, when a person presented a topic by framing its origins in the past, Kamil noticed her emotional state as she spoke and reflected back simply with, ‘The past feels very present.’ I had a similar experience when once, as a student in a group, I became quite emotional. The psychotherapist tutor, Mark Sutherland, responded, ‘It’s not the first time you’ve been here is it, Nick?’ The past can resonate so powerfully in the present. The gift is to notice its presence and create a shift in the now.

An opportunity to receive questions.

‘Unless your ideas are ridiculed by experts, they are worth nothing.’ (Reg Revans)

You may have heard of Action Learning – a powerful tool used in organisations and between peers to learn in the context of action, and act in the context of learning. It typically involves one person presenting an issue, and then receiving critical questions from peers that enable them to think it through for themselves and reach their own solutions. In this sense, we could think of a conventional Action Learning process as a group-team of individuals providing coaching-consultancy to an individual.

I saw this idea turned on its head on a trip to Africa. An organisation was grappling with key strategic issues and invited leaders and professionals to form Action Learning sets to address them. Instead of one person presenting, however, the groups first spent time clarifying and crystallising their own issues. They then asked of themselves and each other: What are the critical questions that, if we could answer them, would provide us with strategic options? They finished by reaching agreement on solutions.

It’s the first time I had seen Action Learning used as a collective venture in this way. It was a a shared, relational process of inquiry, ownership and problem-solving wherein the group itself functioned simultaneously as both client and coach-consultant. I have seen similar patterns of approach used in Asia since. What strikes me is that this isn’t just a different, novel methodology or technique. It’s the product of a deep cultural mindset, belief and stance that sees, values and places the group first.
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In my experience, there are corresponding benefits and risks to working in these different ways. An individual-orientation can develop personal insight, awareness and autonomy yet may lack ‘the whole is greater than the sum of the parts’ strength and cohesion in addressing change. A group-orientation, on the other hand, can bring the latter advantages to bear, yet faces its own risks including social loafing, conflict-avoidance or group-think. I’m curious, therefore: what have been your experiences of Action Learning?

This impressed me. This woman has been deaf since birth and lip-reads. Struck by how naturally she speaks and with apparent ease in conversation, I'm curious and ask if she can hear anything of her own voice. She replies, ‘No - nothing’. Even more intrigued, I ask, ‘So…how do you know what volume you are speaking at?’ ‘Trial and error’, she replies. ‘I started to speak when I was a child. If someone leaned back as if trying to move away from me, I realised I was speaking too loudly. If they leaned forward as if straining to hear me, I knew I was speaking too quietly. Simple.’ And brilliant.

There are some interesting parallels to this approach in fields such as Gestalt coaching and OD action research. It’s about trying something new – an experiment, if you like – and being open to, sensitive to, the experience, the response. This type of feedback loop can enable us to learn, grow, innovate and improve. It takes courage to take a step into not-yet-knowing; attentive observation skills to notice what happens; critical reflective research skills to make sound, meaningful sense of it and, last but not least, personal and professional judgement to make good decisions and act on them.
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So, what does this point towards as leaders, OD, coaches and trainers? I believe it’s about recruiting, releasing and rewarding people who seize the initiative: responsible risk-takers willing to try something new, more likely to seek forgiveness than permission. It’s also about creating healthy relational and cultural conditions where positive qualities – e.g. wonder, curiosity and inquiry – thrive and are supported. It’s about experimenting and learning without fear of blame or failure. ‘There is no such thing as a failed experiment, only experiments with unexpected outcomes.’ (Fuller).

If you love 2 x 2 models, you will love this. Maybe. I led a group supervision session this afternoon for coaches throughout the UK. As a prompt for contracting, signposting and focusing, I drew a simple grid with 2 polarities: (a) Person – Situation and (b) Here & Now – There & Then.

We can think of 'Here & Now' as in the room; 'There & Then' as in the situation or story. This creates 4 permeable zones of interest and inquiry for supervision and coaching and potential prompts for reframing. I’ll offer some sample questions below that can be used or adapted in each zone:

Person – Here & Now. How is this situation impacting on you here and now? As you talk about this now, what stands out as most important to you? What are you aware of here and now? How are you feeling now as you talk about this? Which aspect of this would you like to focus on here and now?

Person – There & Then. What role are you playing in this situation? What responsibility are you taking for what’s happening? What outcome are you hoping for in this situation? What are you noticing and not-noticing in this situation? What critical strengths is this calling for from you?

Situation – Here & Now. What is the current situation? Who is influencing, involved in or impacted by the situation and how? What opportunities and challenges are emerging in this situation here and now? Which aspects of the situation are most important to pay attention to at the moment?
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Situation – There & Then. What’s the back story to this situation? What goals and outcomes were identified at the outset? If this project was to be successful, what would success look and feel like for different stakeholders? What professional and policy issues will need to be taken into account?