Action Learning in Action - A Powerful New Tool for Solving

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Action Learning in Action -

A Powerful New Tool for Solving Problems and

Building Leaders, Teams and Organizations

Michael J. Marquardt

Professor, George Washington University

Director, Global Institute of Action Learning

Workshop Objectives

Gain an overview of the principles and practices of action learning and examine how action learning differs from other organizational tools

Explore the power of action learning in solving problems and in the building leaders, employees, high performance teams and learning organizations

What is Action Learning?

A process that involves a small group working on real problems, taking action, and learning as individuals and as a team while doing so

Power and Benefits of Action Learning

Solves complex problems and challenges in a systems-thinking approach

Builds powerful teams

Enables individuals and teams to learn while working

Creates a corporate culture that can handle change and learns

Develops leadership competencies

Develops systems thinking and creativity

Action Learning - Worldwide

Sodexho

Novartis

Siemens

Boeing

Caterpillar

Baxter

Singapore Polytechnic

Fairfax Schools

Organization of American

States

General Electric

DuPont

Samsung

American University

Components of an

Action Learning Program

Project, challenge, task, or problem

Group of 4-8 people with diverse perspectives

Reflective questioning and listening

Selecting purpose, creating solutions and taking action

Commitment to learning

Action Learning coach

Two Ground Rules/Guidelines in

Action Learning

1.

2.

Statements only in response to questions; anyone can ask questions

Action learning coach has authority to intervene whenever he/she identifies learning opportunities

1.

2.

3.

4.

5.

6.

How Action Learning Differs from

Other Problem-solving Groups

Learning and team development as important as solving the problem

Groups charged with implementing as well as solving real problems

Membership not reserved to experts or involved people

Questions precede answers; dialogue over discussion and debate

Learning coach with power

Actions and strategies requiring systems thinking

1. Problems/Challenges for

Actions Learning

Important to the organization or individual - not a made-up exercise

Unimportant problems diminishes creativity, commitment and learning

The more complex in nature, the more powerful and valuable is the action learning

Problems should be feasible and within the authority and/or responsibility of group

Examples of Problems for

Action Learning

Recruiting high tech workers

Developing training programs for leaders

Improving information systems

Six Sigma projects

Improving customer service

Resolving conflict between departments

Developing a new performance appraisal system

Establishing work schedule

Two types of Action Learning

Programs

Singleproblem, incompany program

Multiple problems of one or more organizations

2. Action Learning Group

4-8 members to maximize creativity

From within and outside the organization

Diverse so as to obtain fresh viewpoints (Pizza man)

May be familiar or unfamiliar with roles and situations

May include external resources when needed

Attributes of Group Members

Committed to solving problem

Carefully listening to one another

Willing to develop and learn

Respectful of others

Constructive and supportive

Group rather than individually focused

3. Questioning and Reflective

Questions before solutions so as to diverge in a systems perspective rather than converge too quickly

Questions allow us to reflect, to listen, to be creative, and to learn

Seeds of solutions reside in questions

Process

Questions to clarify, to open up new avenues, to unpack, to offer ideas and insights, to learn

Time and space needed to stand back, reflect, unfreeze, and gain new perspectives

Questions essential for understanding and reframing the problem

Working on the right problem

Myth of the blind men and the elephant

Questioning each other is only way to get agreement on the problem

Understanding the context as well as the content of the problem

Power of Questions

1.

2.

3.

Creative problem solving and systems thinking

Build group cohesiveness, listening and respect

Increase reflection, learning and change

4. Solving Problems and

Taking Action

Problem

Reframing

Selecting purpose

Creating

Solutions

Taking action

Holistic vs. Reductionist

Approaches to Problem Solving

Seeks broad context in which to understand a problems and its potential solutions

Aims to find unique, novel ideas that provide solution that can endure

Puts solutions in a systems framework, recognizing interdependencies

Employs many mental models – intuitive, analytical & creative

Future oriented; focuses on creating solutions

Limits context to the problem itself

Aims to find a single, immediate solution that

“fixes” the problem

Specifies changes only in terms of the parts of the problem

Employs rational, empirical thought processes

Past oriented; focuses on solving each problem

Elevating the Purpose

What is our real and important purpose?

What are we, you, the organization seeking to accomplish?

Focusing on the future creates energy and requires anticipation of the future

Enlarges your creative space

Elevates thinking beyond obvious first answers

Forces systematic thinking about what will be necessary to implement solution

Creating Optimal Solutions and Strategies

View situation from various perspectives

Expand the possibilities of solutions

Utilize project management methodologies

Build on the three questions of:

• Who knows what we are trying to do? (facts)

• Who cares about getting it accomplished?

(interest)

• Who can get it implemented? (power)

Taking Action

Merely recommending diminishes creativity and commitment

Testing ideas in practice determines if effective and practical

No real learning occurs unless action is taken

5. Focus on Individual, Team and

Organization-Wide Learning

Members take responsibility for own, group’s, and organization’s learning

Time set aside to talk about learnings and how they can be applied systematically elsewhere

Move from intuiting, to interpreting, to integrating, to institutionalizing knowledge

Learning Quickly and Continuously

L = P + Q + R

New knowledge and information

Improve relevant skills and competencies

Reasoning and behaving differently

Alters beliefs, values and basic assumptions

Gain greater awareness and understanding of personal motives

6. Action Learning Coach

May be group member or “external” partner

Ensure sufficient time for capturing learnings

Help members to reflect on interactions and implications of actions to be taken

Assure norms and processes are followed

Create an atmosphere of learning and reflective inquiry

Coach Accelerates

Performance and Learning

Problem Framing

Questions

Action Strategies

Questions

Group Effectiveness

Questions

Individual Learning

Questions

Organizational

Application Questions

Guidelines for Various Roles in Action Learning

Problem Presenter

Take just 1-2 minutes to highlight the key elements of the problem/challenge/task for which you would like to receive some help

Trust that the group will ask the important information and details

Be brief. If you take too long to present, the group may (a) have difficulty coming up with questions and (b) be bored or impatient with your details

When you provide too much detail, you may create unnecessary or irrelevant “brush” which slows down or gets in the path which the group is seeking to find

Answer the questions asked of you as concisely as you can

You do not have to answer questions that (a) you do not have the answer for (“I don’t know”) or (b) for which you have not yet formed an opinion (“I need to think about that question;” “I’m not sure”)

Feel free to ask questions of other group members

Team Members

Seek to gain a group-agreed understanding of the problem by asking questions

Make statements only in response to questions directed specifically to you or to the group as a whole

Feel free to ask questions of other group members as well

Try to build on each other’s questions rather than just on getting your questions answered

Listen carefully to the questions of the action learning coach and do not resume working on the problem until he/she asks you to continue

Action Learning Coach

Focus is on helping the group learn/improve, and not on helping to solve the problem

Only ask questions

Question to begin action learning session

• (To problem presenter) Could you take a minute or so to tell us the problem or task that you would like the group to help you with?

Questions at first intervention (8-10 minutes into session)

• How are we doing as a group thus far? (Ask each member for a 1-2 word assessment; i.e., okay, not okay, great, etc.)

• What are we doing well?

• What could we do better?

• Do we have agreement on the problem – yes or no? Why don’t we all write it down? Is there agreement? Continue.

Questions at conclusion of session (20-25 minutes)

• (To the presenter) What action are you going to take as a result of this session? Were you helped? How?

• (To the entire group) What did we do best as a group? What was the quality of our questions? What did we learn about problem-solving? Team formation and development? Did any of us demonstrate any leadership behaviors? What did we learn that we could apply to our lives/organizations?

Characteristics of an Effective

Learning Coach

Trust the process and power of questions

Ability to ask good questions, especially follow-up questions

Intense listening skills

Able to hear what is not being said

Focused and concise

“Helicopter”and outsider perspective

Ability to be nonjudgmental

Tolerance of ambiguity

Patience and empathy

Openness

Facilitator vs. Learning Coach

Focus on group process

Statements

What happened

Dependence

Single-loop learning

Present and past

Threatening

Linear thinking

Reaction

Expertise

Knowledge

Focus on learning

Questions

Why and how

Independence

Double and tripleloop

Future and present

Comforting and trust

Critical thinking

Reflection

Perspective

Wisdom

Benefits of Action Learning

Develop leaders and teams of leaders

Problem solving

Developing systems thinking and creativity

Building teams

Create learning cultures and learning organizations

Leadership Development

Every leadership competency can be developed when working with a group over whom one has no control on a problem with no know solution

Opportunities for selfreflection as well as supportive feedback from peers who are committed to helping us develop

Action learning diminishes blind spots and expand capabilities

We grow as leaders best when reflecting on what is urgent and important to us, and when our assumptions are challenged

Framing and Solving Problems

Gaining fresh perspectives and new ways of seeing issues

Macro and micro views

Generate

“breakthrough” insights, solutions, and effective strategies

Complement and contribute to other organizational operations

Systems Thinking

Skill of seeing: “wholes

” rather than parts; underlying structures rather than events; patterns of changes rather than snapshots

Identifying underlying causes and impacts

Knowing when and how to leverage

Building and Guiding Teams

Sharing responsibility and accountability on real problems builds strong team unity and success

Questions and shared learning build powerful caring, collaboration and cohesion

Working on agreed-to problems develops clearness of task, strong communications and commitment

Results-driven structure

Team synergy and team thinking emerges

Creating Organizational Change and

Building Learning Organizations

Organizations are now able to adapt to change more quickly

Action learning groups are models of learning organizations

Members assure that knowledge is captured and transferred

Every event is a learning opportunity

Learning is connected to all business goals

How to Introduce, Implement and

Sustain Action Learning Programs

Introducing action learning to the organization

Types of action learning programs

Group membership

Full-time and part-time programs

Action learning sponsors and champions

Introducing the problem to the group

Preparing the first action learning session

Between sessions activities and responsibilities

Pilot testing of strategies

Follow-up

Interaction with organization and top management

Questions/Learnings/Ideas

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