Outward Bound Learning: A Pilgrimage for Personal Effectiveness (Indian Experience) A. S. Vasudevan P. Venugopal Abstract—The aim of this paper is to share an experience in India that can stimulate interest among wilderness enthusiasts about latent learning opportunities for personal growth, attitudinal change, team building, strategic planning, and systems thinking using Outward Bound experiences. A sustainable future presupposes that we do not repeat the mistakes of the past. Every human endeavor and every opportunity of human and material investment has to be relevant to the long term. Greater appreciation and sensitivity to the future impact of everything we do or refrain from doing is emerging as the neo-consciousness. Critical examination of the imprints of historical memory and the fields that influence structures and behavior fractals has been used by mankind to discover the mysteries of nature and how migrant tribes could adapt their lives. Such collaborative explorations between the human and nature is the key foundation to ensure a sustainable future. In such a backdrop, two leading institutions in management training and organization consulting from Bangalore, the Pegasus HRD Centre and the Group for Institution Development, have been collaborating to orient Outward Bound Training to facilitate Outward Bound Learning. The joint venture has set up a facility in the rural and wilderness surroundings near Bangalore to simulate situations modeling organizational and life realities. Their design of exercises and feedback mechanisms encourage personal growth, teamwork, leadership, and in special cases, insights into organization development. During a short period of less than 1 year, they have evolved models and modules of Outward Bound Learning that give importance to learning outcomes. However, there are variations that focus on building skills to survive in the wilderness. Presented in this paper is the explanation of steps adopted by these institutions, such as deep reflection, rigorous consultation on program design, and responsive listening to specific needs of human development of client organizations. The authors have facilitated eight programs called Outward Bound Learning modules in collaboration with their respective teams. They are in the process of arriving at tentative In: Watson, Alan E.; Aplet, Greg H.; Hendee, John C., comps. 2000. Personal, societal, and ecological values of wilderness: Sixth World Wilderness Congress proceedings on research, management, and allocation, volume II; 1998 October 24–29; Bangalore, India. Proc. RMRS-P-14. Ogden, UT: U.S. Department of Agriculture, Forest Service, Rocky Mountain Research Station. A. S.Vasudevan, Group for Institution Development, 55-B Nanjappa Road, Shanthinagar, Bangalore 560 027, India, e-mail: grid@blr.vsnl.net.in. P. Venugopal, Pegasus HRD Centre, 107 P&T Colony, R. T. Nagar, Bangalore 560 032, India. 142 working hypotheses about personal growth, team efforts, and group development that can be taken further for testing and validation by networking groups and researchers. Pilgrimage: Wilderness Learning in Indian Traditions ________________ During festive seasons in India, pilgrims throng to many ancient hill temples, be it Manasarover in the Himalayan range or the Ayyappa devotees queuing along the rain forests of Kerala. The Hindus choose the wilderness route for ritualistic prayer and meditation to seek salvation. Rural folk, especially the farming communities, trek several miles with their families carrying rations to distant places of worship for thanksgiving and celebration. For ages, the belief persists that physical exertion and pain, and living together in strange settings among strangers, will help to overcome biases, resistances, prejudices, and induce compassion, empathy, and tolerance to manage differences. Indians have always acknowledged the teacher in nature. In all its manifestations and dimensions there remains a dynamism of sorts. Be it the snow-peaked or rocky, rain or brown-forested, mountains have fascinated people of the world. The Dravidian anthropology classified people as (1) those who live near the sea shore, (2) those who live in the mountain valleys, (3) those who live along the river banks (4) those who live in farm lands and plains, and (5) those who live in the deserts the jungles. These nature-based societies have their own distinct cultures, temple architecture, farming practices, and festivals for celebration and developed psychographic qualities to survive in their own settings. Nature is psychedelic in its diversity. The oceans and the sky, for example, look differently in the morning, at noon, and the evenings. The moonlit night is different from the dark, clear, or cloudy skies. The colors vary from season to season, bringing in its wake the signals of caution, surprise, and celebration. Tidal waves and tornadoes are devastating while the monsoon and the gentle breezes are friendly, healthy, and encourage procreation. The Rural Indian is inward-looking and has always learned through the oral traditions. Looking within they found that human nature is as diverse and dangerous as global nature. Feelings, emotions, beliefs, and apprehensions are as much a part of us as the animal world. Living with and in nature, succumbing to the vicissitudes, has helped mankind realize the truth behind the holism of man-nature nexus. Any pursuit to explore the unknown parts of nature entails a certain amount of risk. The more hazardous the pursuit the more pressure it exerts. Such pursuits expose the good and the not-so-good alike. However much we USDA Forest Service Proceedings RMRS-P-14. 2000 succeed in hiding the ugly wedges of our character, the handicaps and our wickedness under the veil of sophistication and politeness, our true and authentic being will come out when we are in the wilderness. The Indian mythology is rife with stories that abound with examples of learning from the wilderness. When we interpret the Hindu Mythology, we notice the importance attached to learning and growth in or through wilderness. The characters of the epics like Mahabaratha and Ramayana learned the nuances of governance, skill of martial arts, and the strategy of waging and winning wars by living in the forests and being away from their kingly palaces. Wilderness seems to have taught them balanced judgements, objectivity with empathy, compassion, and fairness. The examples of interpersonal sensitivity, personal values, shared vision, steadfastness of purpose, astuteness, and managing personal pride are a true testimony of what life in the wilderness has taught these characters in the epics. The parents, guardians, and gurus of the heroes and heroines were repositories of wisdom fully appreciating the value and sustainability of experiential learning from the wilderness. Young Krishna was sent to a wilderness school: “Sandeepani” and Rama with his brother were consigned to the forest under the tutelage of a Guru called Viswamitra. In the case of “Pandavas,” 13 years of wandering in the wilderness taught them the art of winning a war. There are ample quotations to cite their deeper learning about the differences between knowledge, virtue, competence, and wisdom. Genesis of the Pegasus Centre and the GRID Society ________________ Three officers from the defense services joined hands to give form to a shared vision. The founder, Capt S. Ravi (Retd), a paratrooper while in service, Gp Capt P. Venugopal (Retd), with laurels of an adventure-sport expert and mountaineering instructor, and Maj Gen V. Uberoy, who after years of experience in defense management obtained a Doctorate in International Affairs and created an infrastructure at Pegasus HRD Centre for career counseling and selection into the defense services and training of police and security personnel. Today, the Centre is a full-fledged facility for skill training in outward bound and learning about personal growth and team building. Set among rugged hillocks, farm fields, and a salubrious valley, Pegasus HRD Centre (or “camp” as it is known among village folks) has the ambience of a resort and the makings of a school of learning. A lake with perennial water throughout the year is used for water sport experiments. The hillocks are high enough to practice paragliding. Concurrently, another organization in Bangalore called the GRID society, promoted by a team of consultants in behavior science and organization development, was searching for a partnering organization to experiment linkages of Outward Bound Training with laboratory methods of learning. Laboratory method is also known in India as processbased learning or ‘T’ group learning. Most of the GRID consultants are qualified through ISABS and other Institutes such as the Tavistock Institute in London and the NTL Institute in Bethel, Maine, U.S.A., and USDA Forest Service Proceedings RMRS-P-14. 2000 are, therefore, specialists in behavior and learning aspects of “self” groups and organizations. Defense Training and ‘T’ Group Training Models _________________ World War I necessitated the development of tests that would be administered to groups of 30 to 50 persons at a time. Paper-and-pencil tests were meant for measurement of intelligence and aptitude, and also for assessment of some aspects of personality. However, psychological testing has certain limitations such as overproductivity, lack of comprehensive coverage, overemphasis on test results, invasion of privacy, and low validity. World War II witnessed the development of situational tests for personality assessment for military leadership roles. Situational tests called for individuals to solve specific problems by actual participation along with other members of a group rather than hypothetical paper solutions. A situational test forces an examinee in a situation to closely simulate a “real life situation.” Situation-stress tests differ from the situational tests in that an element of anxiety is introduced into the situation. The given interaction releases considerable dynamic forces from each participating member and subjects the individual’s performance to the field of social forces, testing one’s ability and tolerance to frustration. Three kinds of situational tests hold good even today in training of defense personnel for group effectiveness: 1. Tests involving a leaderless group where a task is assigned that requires cooperative efforts. 2. Leaderless group discussions where a group is assigned a topic for discussion during a specific period. 3. Tests that employ role playing to obtain a sample of interpersonal, job-relevance behaviors. The group-testing technique consists of a number of different leaderless group situation in which the participants have the freedom to choose their own behavioral roles, lay down their own priorities for action, and engage themselves in collective group activity. Interacting freely, they bring about modification and changes in their own and others’ behaviors based on assessment of behavior in the group task. Group effectiveness can be assessed at three levels: 1. Effective functioning—Ability to contribute to the common task by planning and organizing available resources. 2. Group cohesiveness—Ability of the members of the group to relate emotionally to each other and to the task, binding the group to achieve the stated goal. 3. Stability—Ability to withstand stress without serious impairment to effective functioning and group cohesiveness (the first two levels). The group testing technique assesses an individual in the context of an experimental group, which is submitted to a considerable physical and mental stress. From this, one seeks to observe and evaluate an individual’s group effectiveness, which is the individual’s total contribution to the group and to the task. However, while group exercises, such as the “group dynamic-obstacle course,” promote interplay 143 and interaction of a group to facilitate the assessment of the individual, they inhibit interactions at the time of testing performance. This approach emphasizes the need to study the static pattern of individuals and to analyze and interpret the dynamics of inter-relationships. The conscious appreciation of a situation and the ability to adjust to the dynamics and cope with the stress are observed, and feedback is given. This widened concept of studying personality, therefore, concerns itself with a person interacting continuously within the environmental group where that person may influence others or be influenced by others. Thus, if one can control the stresses to which a small group is submitted, one can hope to provide its members opportunities for leadership and for conditions that open creative options. From the ability of a person to take advantage of these opportunities and to adjust to the constraining conditions, it is possible to draw tentative estimates of the person’s ability and of the person’s creativity blocks. In addition, simple psychological tests like the 16PF, when administered to individual participants, facilitate reflection on the feedback of the evaluators. Participants can reflect into their own life patterns to capture trends in behavior and risk taking. The presence of a trained counselor has enabled consultation to interpret the test scores with the feedback and actual experiencing of the tests. The principles of group evaluation have been based on the following principles: 1. Gestalt—“An organized whole” integration of each part inter-linked with each other and with the whole. 2. Social field theory—Inhibiting and enabling forces in any social field that either helps or hinders development. 3. Consistency—Nature of reaction to change in situations causing stress. 4. Group development—The dynamics of members in any group asserting their styles on task or maintenance roles. 5. Sociometry—Group and individual versus individual preferences. While defense training focuses on hard skills of negotiating physical obstacles, ‘T’ group or sensitivity training addresses needs of soft skills that promote reflection about behavior of self and others’ attitudes and communication blocks. ‘T’ group method or experiential learning was developed in the United States after the war along with the Tavistock clinic in England to facilitate personal growth while working in groups. The structure for learning is openended, and discussions are initiated without any fixed agenda. The focus of interventions and feedback is more in the process of “how” participants interact and behave than in the contents or the knowledge that is being shared. The dynamics in such groups help to discover strengths, styles, and perception gaps. The data generated then-andthere in the group setting become a factor and a variable that influence the members to learn about themselves. Experience shows that members become aware of their patterns of behavior and of their impact on self and others. The laboratory approach offers scope for experimenting and testing new behavior and seeks confirmation from others on their perceived levels of satisfaction. These laboratories are generally effective with total strangers. Careful facilitation to resolve all the residual interpersonal issues generated during 144 the life of the group is an important responsibility of the Trainer. As has been the experience with other adventure training participants in the West, the members begin to realize that many of the limitations are self-imposed. The idea of Outward Bound Learning is to expand the sense of competence through structured outward bound exercises. Theoretical Bases for Outward Bound Learning _________________ The bases for the design of Outward Bound Learning modules that have been developed and tested by Pegasus/ GRID teams do not confine to their respective personal theories. What is meant is the personal theories of Outward Bound Training held by Pegasus and those of ‘T’ groups held by GRID have given rise to a local theory for Outward Bound Learning. Pegasus playing the role of the Outward Bound coach and GRID playing the role of a mentor for learning are now the preferred and accepted norm. Pegasus coaches and GRID mentors are in the process of acquiring mutual skills. The rationale for this collaboration is the belief that whatever the facilitator/trainer expects to happen with a participant group must have happened between them; for example, the Team working between GRID and Pegasus is a (sine-quo-non) for team building to happen during Outward Bound Learning. Similarly, whatever physical obstacle or wilderness terrain that is designed for participants should have been negotiated by the facilitating team. At a concept level, the meaning of terms used between coach and mentor have to be commonly agreed upon, such as: Team = A group of persons agreeing to work toward a common goal. Competence = Ability to compete in equal opportunity situations. Skills = Ability to apply relevant knowledge with speed. Attitude = Ability to honor the sensitivities of self and others while responding. Personal Growth is visualized to occur during Outward Bound Learning in sequential steps starting from the present self-concept of the participants. This process may or may not take place in actual life during an extended period of years. In Outward Bound Learning, the situations are simulated to generate the experiences essential for personal growth to take place and, therefore, to accelerate the process of personal growth leading to personal effectiveness (fig. 1). The concept of the adult learning cycle/experiential learning cycle developed by David Kolb and Donald Fry (U.S.A.) suggests four steps through which the cycle of learning continues: 1. AE—Active experimentation with the exercises and structures offered in the Outward Bound Learning Module. 2. CE—Concrete experiencing of the actions, emotions, and blocks while going about the tests and experiments (treks, etc.). 3. RO—Reflective observation about the CE and the feedback received. 4. AC—Abstract conceptualization—gaining insights and new meanings about self, ego, need for change, and USDA Forest Service Proceedings RMRS-P-14. 2000 Increased self-worth Increase in self confidence/humility and balancing ego Confirmation of assumptions about us Discovering hidden potential • The learning field is created both by the Guru and the student. • Search is an adventure journey into the unknown outside to discover the possibilities within one’s self. • There must be total awareness of the boundary conditions between the facilitator and the participant, and in maintaining the secrecy of learning within the event. • There must be humility to own failures in the process of learning. Reflecting on the reasons Feedback from (1) peers (2) From coach and mentor Experiencing the Outward Bound situation Present self-concept of participant Adult experiences Parental tapes in childhood Figure 1—Steps for personal growth. discovering the thresholds one can cross with confidence levels leading to new self worth. The operating paradigm of the Outward Bound Learning module is the belief that the basic aspiration of every human is to struggle through life to “become” the person he/she wants to be; the whole idea of blossoming (Carl Rogers) and the formula for design is the Action Learning Cycle. Action Learning Cycle Concepts learned from each activity are progressively carried on to the next exercise. In Outward Bound Learning, learning is accompanied by fun and excitement and, therefore, is less painful. Reflection is an important step to internalize learning from the experience of action. The transformation is from Self 1 to Self 2—growing through the action learning cycle which denotes personal growth. Feedback is used as a strategy to enhance personal growth. The purpose of the feedback is to expand self-awareness as in the JOHARI window model seeking help of others. Importance is given to the non-judgmental nature of the feedback, which stimulates reflection and self-discovery and increases the willingness to change. As for the coach and mentor team who facilitate learning in Outward Bound Learning modules, the qualities of “Guru” have to be imbibed and demonstrated: • The Guru must have concern and empathy for the wards/seekers/students (sishya). • Both the Guru and the student are “seeking” the truth. USDA Forest Service Proceedings RMRS-P-14. 2000 Relevance of Outward Bound Learning to People and Organizations As the world is waking up to the next millennium, corporate management in general, and the HRD movement in particular, are in the search for new training tools. Case studies and management approaches are published as paperbacks to stimulate interest in bettering and hastening change. Today one notices a great urgency to adapt anything that is packaged with a promise for change. Outward Bound Learning is one such package that is catching up in India. More than ever before, the emphasis on survival has resorted to right-sizing the pyramid and creating self-managing non-hierarchical groups, moving to flatter structures. The overwhelming importance of teamwork and teambuilding along with individual excellence is seen as the ideal combination sought by the IT industry. The question is: How can one be a member of a high-performing competent team without competing with each other for individual recognition? The demands for HRD vary with different organizations in different sectors. With intermittent and unpredictable changes in market environment, organizations are unable to hold to a job description and a structure for more than 3 years. In such a fluid context and in an employment market that is historically known for lifetime jobs and job security, taking risks calls for special nerve and vision at the individual and the organization level. More and more, preference is for those who can operate in leaderless self-managing teams. Every team requires a combination of talents and skills balanced for team success. Due to factors beyond our comprehension, each one of us posseses special tenets that lie undiscovered. How many of us are aware of the natural ease to become a resource mobilizer, contingency planner, quality assurer, documentor, coordinator, and so forth, which are not exclusively leadership traits. The simulated exercises of the Outward Bound Learning module offer a scope for these natural and psychographic characteristics to surface. The case study presented later in this paper shows the design aspects of the Outward Bound Learning module to suit the learning agenda of the team or department who sent their members to participate. The relevance of Outward Bound Learning is reinforced when we look at the specific learning objectives declared by organizations who send their members to the modules. For example: Organization “X” wanted to: 1. Prepare mindsets to discover ways of working together beyond functional and departmental boundaries and beyond fields of specialization. 145 2. Create awareness about the impact of manufacturing cost due to unconscious factors resulting in wastage of time and re-work. 3. Introduce the importance of multi-skilling. 4. Enable members to discover their hidden potential to take initiative and risk, and to communicate and build a team. Organization “Y” wanted to: 1. Resolve the identity crisis faced by persons of a department who worked in different geographical locations with other divisions that had their own bottom-line priorities. 2. Reduce the attempts to reinvent the wheel by improving the communication internally within a group that worked in one location. There are propensities creeping into organizational life without conscious motives being visible. To manage anxiety and to overcome work stress, people resort to games that protect their interests. Such processes result in interpersonal conflicts and communication breakdowns due to hidden agendas. Human behavior is a complex field of contradictions and congruities. Using the ‘T’ group process methodology, it is possible to highlight these internal unconscious processes that affect task completion of groups and that cause cost escalation and quality erosion in an organization. Initially, working groups attempt to demonstrate their effectiveness through performance. However, members experience interpersonal stress and tend to cover up conflicts. They become “pseudo teams.” When the hidden processes of power and politics are exposed and when the hidden potential of less articulate members surface, they start working toward a “real team.” Such transformations of a work group to real teams has been witnessed during Outward Bound Learning experiences. Another advantage of the Outward Bound Learning module is that the members are facilitated to get in touch with their feelings and attitudinal blocks that in their daily lives they are unable to articulate and deal with. What is ignored and overlooked surfaces, for example: disappointment, thrill, fear, extreme fear, confidence, hope, trust in others, faith in God, anger, guilt, jealousy, joy, chivalry, kindness, love, and affection. The Outward Bound Learning module also tests the limits of human physical and psychological endurance. The participant’s learning is internalized through association with outward-bound or wilderness symbols and other memorable moments with the group. A task of mountain climbing that appeared formidable due to the towering gradient, when negotiated by the group with aides from the coach and later processed by the mentor, increased their sense of selfconfidence. Assumptions about one’s own limitations were confronted at the self and group level. The weaknesses became imaginary when they crossed over the edge of their fears. Later, during the reflection sessions, they realized the importance of communication, asking for help, and safety of fellow members. Sometimes the myth of gender was exploded when they realized that sex differences are not a variable while carrying out Outward Bound Activities. 146 Limitations of Outward Bound Learning Modules With the sudden increase in demand for Outward Bound Training, there is likely to be a proliferation of wilderness treks and Outward Bound schools. Of course India offers enormous settings for Outward Bound Training and Outward Bound Learning. Professional facilitators are limited because the ideal combination of a facility manager, wilderness coach or instructor, and a process mentor that is needed for personal growth and team building is a rarity. Moreover, there is a dearth of women instructors. Outward Bound Training programs should not be too long because participants may experience adjustment problems when returning home. This has been true with “T” group participants also. From the authors’ experience the ideal would be 3 days and 2 nights in the Outward Bound camp or facility. Concern for participants’ health has to be articulated. The facilitators should have clearance from a medical practitioner and be sensitive to latest medical history, such as fractures, allergies, and traumas. As an additional caution participants should be requested to check their insurance coverage. Ethical professional practice demands that participants and their organizations and families be adequately apprised of the hazards and pressures of wilderness training. The Outward Bound Learning facility manager should be totally accountable for any mishap or accident during the process. It is likely that holiday resorts that cater to entertainment and leisure needs of guests will offer wilderness traininglike packages to attract customers. Organizations and HRD managers should distinguish the merits and demerits and choose the appropriate facility. Outward Bound Learning facilities and exercises are high-investment ventures, requiring the compliance of several state and central government laws, regulations, and tax structures. Organizations need to ensure that adequate certification and licenses have been granted to the facility by the appropriate district and state level governance machinery. Precautionary measures to protect the environment along the treks, and sensitivity to the sentiments of local people, is necessary. Recommendations to the 6th World Wilderness Congress ____________ Following are suggestions from the authors to the larger professional community and research scholars: 1. Include the concerted initiatives of Outward Bound Learning and Outward Bound Training from India for accreditation to International Standards of Wilderness Training. 2. Include personal growth facilitation as an important criteria for such accreditation and certification worldwide. 3. Form an international forum for Outward Bound Learning facilitator accreditation that lays down guidelines and a code of conduct for professional practice. USDA Forest Service Proceedings RMRS-P-14. 2000 4. Initiate global networks to be linked on common Web and e-mail for updating experiences and exchanging discoveries, and for curriculum and client feedback. 5. Collaborate with the corporate HRD professionals around the globe to get feedback on best practices of Outward Bound Training and Outward Bound Learning. 6. Recognize an Indian Chapter for Wilderness Education and Training with a comprehensive coverage of schedules that honor the role of other related disciplines such as therapy, yoga, art, and environmental audit. 7. Start an international journal that can update and widen the knowledge base. 8. Spell out safety standards to be adhered to during wilderness training. USDA Forest Service Proceedings RMRS-P-14. 2000 Acknowledgments ______________ The authors wish to appreciate the inputs given by their respective teams both at the Pegasus Centre and at the GRID Society. The impetus for this paper was given by the Conference Secretary, Mr. Krishnan Kutty, and the Managing Director of Pegasus, Capt. Ravi. The working hypothesis and the interest for research into the Outward Bound Learning module is the outcome of feedback received from client organizations such as Tata Lucent, Titan, Tata IBM, and Wipro Mission quality. Our special thanks to Professor John C. Hendee for the regularity of communications about the requirements. 147