It’s a simple tool I may use with people who feel stuck or who are struggling to gain traction with an issue. Imagine a person is facing a dilemma: they want to have more disposable income at the end of each month, but can’t work out how to achieve it. They face 3 principal options: to increase their income; to reduce their expenditure; or both. Or a person wants to lose weight and they, too, have 3 principal options, to: increase their physical exercise; to reduce their calorific intake; or both.
A basic 4x4 grid can come in useful here. I may take a piece of paper or, if working online, open a whiteboard on screen that the other person can also see and write onto. On one axis, I will draw a polarity: ‘Willing to do’…’Not willing to do.’ On the intersecting axis: ‘Can do’…’Can’t do.’ It creates 4 possibilities: Willing to do and can do; Willing to do but can’t do; Can do but not willing to do; Can’t do and not willing to do. It also forms a visual graphic that segments different dimensions of experience.
Now, in relation to each of the options (for instance: vis a vis income and expenditure; or exercise and dieting - above), I will ask the person to jot down their own responses in each quadrant. I will then invite them to reflect critically on what they have posted there: for example, What do they notice? How honest are they being with themselves? What presuppositions might they be holding? Who or what could be influencing what they have written in each area? Who or what could make a shift?
More often than not, a person discovers they are indeed making assumptions that are limiting their horizons and actions; or that they are unwilling, for whatever reason, to do whatever it would take to achieve their goals. The first area can touch on blind spots (things they don’t see); the second on hot spots (things they don’t find easy to talk about). It may take considerable courage to admit to oneself that, for instance, ‘I’m not willing to put my money where my mouth is, or to take a risk.’
Spiritual-existential and psychological coaching can often prove helpful here, in that they enable a person to explore their underlying beliefs, values and motivations and what they or others may be doing subconsciously to sabotage themselves and their success. It creates a safe, supportive and challenging space and relationship in which to stand back, reflect, evaluate and re-engage from a more authentic stance. What do you desire most in life or work? Are you willing and able, or not?
(See also: Grit and Get a grip)
‘The question is: how to ensure a healthy life-life, work-work and life-work balance?’
It felt like losing the plot. Spinning plates isn’t unusual or new yet, as a freelancer, the tell-tale signs were beginning to show. I met with my coach, Sue, to re-ground myself and my work before, like some scene from a Greek wedding, plates began to fall and smash in pieces around me. Sue asked me, ‘If you were to conduct an appraisal of your life and work for the past 12 months, what would the highlights be? How would you rate your life and business health and performance?’ My mind immediately went blank. I had allowed myself to become so busy that the year was a total blur.
So, I sat down that evening, took out my diary and created a simple summary. I discovered to my surprise that I had worked with people from 150 organisations (charities; NGOs; churches; public sector, e.g. social services, health, education, police); from 35 countries; 60 coaching sessions; 30 training workshops; 25 action learning set meetings; written 25 articles and blogs; provided ad hoc TESOL support for refugees and asylum seekers; and, by God’s amazing grace and the generosity of family and friends, sent £23k in support to the poorest and most vulnerable in the Philippines.
Strikingly, until I did this review, I had no idea. I had lost sight and sense of the wood in the midst of the trees. So, Sue asked me next what I enjoy most about this kind of work-life that I choose to live. I responded, ‘A sense of purpose as a follower of Jesus – and freedom.’ She came straight back with a challenge: ‘Where, for you, is the boundary between freedom and chaos?’ That hit the nail on the head, hard. Freedom is, for me, tied up closely with choice. I was at risk of becoming reactive, falling backwards. I needed to regain my balance, my grounded stance, to be truly free to choose again.
Sue offered a suggestion. ‘How would it be if you were to set aside periodic ‘Creating Freedom’ days in your diary – to do those things (apart from your work) that you find life-giving and will help keep you grounded; or that will drain away your life and perspective if you don’t do them?’ That was a great insight and idea. That evening, I marked out spaces in my calendar for silent prayer, physical exercise, time with family and friends, holiday breaks; and for doing the headache-inducing financial and administrative parts of my life-work that I would otherwise procrastinate over or subtly avoid.
That was my confession and solution. How do you ensure a healthy sense of purpose, perspective and priority in your own life and work?
In its now-classic album, Hemispheres, Canadian rock band, Rush, sing a dramatic story of a cosmic struggle between competing gods of love and reason; each determined to rule humanity on its own terms. It’s a creative mythological account of the very real dilemmas and tensions we face and experience in human decision-making of head vs heart. (If interested in a faith dimension, we can see this polarity resolved in Jesus, described in the Bible as ‘full of grace and truth’, and in his call to be ‘wise as serpents and tame as doves’). Yet, how hard it is to do this in practice.
It becomes more complex if we get caught up in emotional reasoning: ‘…the condition of being so strongly influenced by our emotions that we assume that they indicate objective truth. Whatever we feel is true, without any conditions and without any need for supporting facts or evidence’ (Therapy Now, 2021). It’s a blurring of heart and head so that the former appears to us, as if self-evidently, the latter. Betts and Collier, in their thoughtful review of refugee policy (Refuge, 2017) liken this to a ‘headless heart’; a decision driven by emotional response without due regard for consequences.
A person may hold the opposite extreme, the ‘heartless head’, where he or she believes every decision must be informed or supported by rational thinking or objective evidence - and emotion or intuition are disregarded as irrelevant or unsound. We see this in cultural environments where, as Eugene Sadler-Smith observes, leaders feel compelled to post-rationalise intuitive decisions in order to make them more acceptable to colleagues (Inside Intuition, 2007). It’s a stance that risks dismissing beliefs, values and other dimensions of sense-making, motivation and experience.
John Kotter brings words of wisdom here (Leading Change, 2012): to pay attention to our own default biases and to take account of those of others too, if we’re seeking to influence change. On presenting vision, he offers a helpful rule of thumb, ‘convincing to the mind and compelling to the heart’. The Myers-Briggs Type Indicator (MBTI) provides useful insight into different preferences that influence decision-making too. Rush’s epic song ends with its own solution: ‘Let the truth of Love be lighted, let the love of Truth shine clear…with Heart and Mind united in a single perfect sphere.’
‘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?
When have you used Test and Learn? How did you do it? What difference did it make?
(See also: Unpredictable; Adaptive)
At a time when geopolitical tensions between NATO-EU and Russia are on the increase and depicted starkly as such in the media, I showed a video of a Russian 'hell march' to an international group and asked them: a. What do you notice; b. How do you feel; c. What does it mean? It opened a deep conversation that emphasised the need for critical reflexivity in interpreting experiences and events.
A Chinese participant looked quite disdainful and said it reminded her of similar 'propaganda parades' in her home country, designed to make people feel compliant and positive about the Communist party state. A German participant said it filled her with fear, evoking stories she had heard from elderly family members about horrors under Soviet occupation at the end of the Second World War.
A UK participant, perhaps with the spirit of Brexit still reverberating fresh in the background, said she found the enforced uniformity and conformity disturbing. A Filipina participant from an Hispanic cultural background, who had lived under a repressive military dictatorship, said she liked how the soldiers were as-if dancing to a rhythm and doing something constructive that displayed positive talent.
I noticed banners in the background depicting 1941, the year in which the Nazis had unleashed a war in the East that resulted in unspeakable terror and devastation. As a passionate anti-Nazi, I saw the march as an assertive symbol: a 'never-again'. We reflected on our different selective perceptions, feelings and interpretations and the profound influence of ourselves-as-filters as we look out onto the world.
In a similar vein, at a Gestalt coaching training workshop last week, I posted an image on screen of a tree in wheat field with dark clouds looming overhead. I asked the group what they would notice in 3 imagined scenarios: 1. As a child, you loved to climb trees; 2. You are walking the countryside and have forgotten to bring a raincoat; 3. You and your family have had no food to eat for a week.
We noticed that we notice what matters to us in the moment. Different people-groups may notice different things in the same situation, or the same person-group may notice different things in the same situation at different times. We attribute meaning based on our beliefs, values, hopes, fears and expectations. This includes personal and shared-cultural memories, emotions and imaginations.
As we move ahead this year, I pray that I-we will do so with eyes wide open. What may appear to us as self-evident, real and true may reveal as much about us as who or what we observe: if we are willing to see it. What can we do to create greater critical reflexivity? How can we address blind spots and hot spots to open up fresh possibilities, address risks – and take a stance that is sound?
‘Question: Why do scuba divers always fall backwards out of the boat? Answer: Because if they fell forwards, they’d still be in the boat.’
(That meme still makes me smile). It takes me back to a recent conversation with an action learning group. We were practising a Gestalt technique of noticing use of metaphors as a person speaks, then inviting playful exploration to see what fresh insights and ideas might emerge. It has some parallels with James Lawley & Penny Tompkins’ symbolic modelling (Metaphors in Mind, 2000).
Whilst thinking through an issue she was struggling with at work, one participant explained that she felt worried about ‘rocking the boat’. Picking up on the metaphor and stretching it towards a greater polarity, a peer asked, ‘How would it be if you were to sink the boat?’ Then, after she had had time to reflect and respond, another posed, ‘In that situation, what would it take to float your boat?’
In a Gestalt coaching context, I might invite the same person to enact the different metaphorical possibilities physically. We could use objects such as tables and chairs in the room to represent the boat and other significant people or situational factors, then experiment with rocking, sinking, floating or navigating through them. Doing it is very different to imagining it or talking about it.
What experience do you have of working with metaphor? How do you do it?
Coaching is listening for a voice. More accurately, at deeper levels, for 4 voices. Firstly, the voice of the client: his or her concerns, aspirations, thoughts and feelings. This is the traditional focus of coaching and counselling, seeking to hear the client, to listen, pay attention, help the client to hear his or her own voice more clearly.
Secondly, the voice of the client’s environment: his or her background, experience and context. It’s what Gestalt calls the field. The introjects, assumptions, cultural norms and systemic constructs that shape and speak implicitly through the client’s outlook and experience. The hidden voices behind the client’s voice.
Thirdly, the voice of God: revealing, guiding, challenging and consoling. The clear, confusing, mysterious voice of God who whispers in sound, in silence, through the visible and invisible. The God who is the Word, who speaks the eternal Divine language behind human language, calling us inwards, outwards, towards and beyond.
And finally my own voice: my learning, intuition, experience and discernment. It’s about listening for a resonance, a dissonance, a sense of harmony with the client, with his or her world, with God. It’s an art, a science, an energetic struggle, a dance. It’s a precious and challenging call, but the potential for transformation is significant.
‘Hindsight no longer leads to foresight after a shift in context.’ (David Snowden & Mary Boone)
‘What does this new situation call for?’ is a vastly different question to, ‘What did I do last time that worked?’ I learned this the hard way. In my younger days, I led a youth and community work project in the North of England that was, by most accounts, a great success. I subsequently moved to the South of England where, instinctively, I replicated that same approach. This latter initiative was, sadly, an unmitigated failure – yet a very important way to discover that context is critical.
Increasing dynamic complexity in the world means that, in many situations we now face, the past is no longer a reliable predictor of the future or sound basis for action. In contrast to earlier views that change happens sequentially and linearly with one state of play building on another, Michael Lewis argues that, ‘change may be the result of complex emerging connections that are often random.’ Significant influences can, and often do, emerge unexpectedly at any time and from left field.
There are parallels at an individual level. Karen Franklin comments that for the common maxim ‘the best predictor of future behaviour is past behaviour’ to be true, ‘the anticipated situation must be essentially the same as the past situation’. Yet, when is it? Is any context really that fixed? Eleanor O’Leary reflects astutely: ‘Everything that we have learned, everything that we have experienced is carried in the present moment.’ The past is known and feels familiar. We can get stuck there.
Whether dealing at macro-strategic-systemic levels or with the people, relationships and situations in front of us, learning to critique our presuppositions-from-experience has never been more crucial. A simple aide-memoire? Post an image of traffic lights on your cell phone, laptop or desk: red light - pause; amber light - reflect; green light - act. Alongside amber, ask: ‘What am I assuming?’ (This can be a difficult question to answer, owing to deep personal-cultural blind spots or defensive routines)*.
Yet, to discover a way to see the past, present and future through fresh eyes is absolutely key. What techniques have you found that help you and others do this well?
(*Interested to develop your own critical reflexivity and critical reflective practice? Get in touch!)
I'm a psychological coach, trainer and OD consultant. Curious to discover how can I help you? Get in touch!
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