Make more progress in changing your organisation!

There's a typical pattern for sustainability change agents: enthusiastic spotting of an opportunity to change (a solution) followed by a flurry of activity and then the obstables begin to show themselves. Then it can go two ways:

• reflecting on the 'stuckness', exploring it and finding a way beyond it,

• giving up.

Actually, you need to see the obstacles clearly to be able to deal with them, but that doesn't stop people feeling downhearted if they'd set out imagining no obstacles at all!

Theories for the perplexed

I find it reassuring when a bit of theory (or framework, model, checklist) explains that the low points are predictable, expected and indeed part of the journey.

And theories can also help us make sense of a complex reality, find the patterns in chaos, see "what's really going on here" and understand our unconscious assumptions.  If we bring them to conscious attention, we can make choices about doing things differently. Our assumptions might be about organisations (what they are, how they work, what's amenable to change), or people (how to interact respectfully whilst intending things to change) or sustainability (what might the journey look like, how you know you're going in the right direction).

And like the man said, there's nothing so practical as a good theory. (The man in question being Kurt Lewin, social psychologist, of the unfreeze-change-refreeze model.)

So I've assembled some bits of theory which I find particularly useful and popped them in a slide show here:

Organisational change theory 2011 generic

View more presentations from PennyWalker

There should be some notes pages with more explanation and references, but I haven't managed to get Slide Share to show these yet. So here's a pdf with the notes.  This is a presentation I give at the fabulous Postgraduate Certificate in Sustainable Business course, developed and run by CPSL and Forum for the Future.

Ideas into action

So theories are all very well, but what might it mean for your situation? I love to help people work out what their next steps might be, and a good way of doing this has proved to be the one-day Change Management for Sustainable Development workshop I developed and run with the IEMA.

We've got one in London on May 25th. So why not come along and we can help each other use some practical theories to make more progress? You can book here.

What does sustainability mean to your organisation?

When the new editor of the environmentalist, Paul Suff, asked me to write a kind of 'how to' article on understanding what sustainability means to an organisation, it took me some time to figure out how to make it fit into a two-page article. I'm pleased with the overall framework, and the questions which it seems to all boil down to:

• What's the best thing we can do?
• What's the best way we can do it?

“Ask yourself what sustainability means for your organisation, because finding the answer is one of the biggest contributions you can make to building a sustainable future.  

When you ask what sustainability means for your organisation, you are effectively asking: “what’s the best thing we can do?” and “what’s the best way we can do it?”.  These questions get to the heart of the organisation’s purpose and activities, daring us to reinvent them for the world of tomorrow, where the purpose responds perfectly to the environmental and social context and is delivered with the best possible impacts.  You will find the answers in conversations with other people: colleagues, critics and stakeholders”

See what you think: access a pdf of the article here.

This is the first edition of the environmentalist under its new editorship, and you can access the whole mag for a limited time here.

What's down the back of the sofa?

It's the time of year for clearing out the cupboards and taking all the cushions off the sofa to sweep out the composting satsuma peel.  So I've been through my email inbox dealing with things.  And there - among the discarded invitations to really interesting meetings and unanswered requests for advice on things I just didn't know enough about to reply rapidly - was a jewel, waiting to be rediscovered. I get Michael Neill's weekly coaching newsletter, ever since I went on a two-day coaching magic course which he ran in conjunction with Kaizen Training.  Each Monday morning week there's an anecdote or exercise and they help me understand better how to coach, consult to clients or facilitate groups.  Of course there are also notifications of the courses he's running or books you can buy, but it's easy to ignore that stuff if you're not in the market for it.  (From time to time I get a bit exasperated with the recurring theme of money, earnings, finances and feeling rich.  That's not why I'm interested in coaching. I ignore those bits too.)

A Conceptual Jewel

The jewel was one of Michael's conceptual frameworks.  I'd kept it in my inbox so that I'd remember to blog about it at some point. That point is now.

It's the Four Quadrants of Creation, and it's a way of understanding what might be getting in the way of you achieving or creating something.

I think this is a great framework to have in a coaching toolkit, and I wonder if it can also be used with a team - for example a transition group, or a sustainability team within a larger organisation, or a consultant team reflecting on a particular 'stuckness' with a client?

Michael says:

Think of something you have thus far failed to achieve or create...

Now answer this question:

Is it because you couldn't, you didn't really want to, or both?

He goes on to talk about the twin importance of commitment and competence.

"Commitment is your "want to" - the amount of desire and willingness you bring to your project or creation. Competence is your "how to" - the amount of skill and capability you are currently able to harness."

Sorry about the poor image quality - it's better in the original.

You can probably see straight away how this can be used in a coaching situation: the coachee can consider where their espoused goal is in this matrix, and whether it's insufficient competence or weak commitment which is holding them back.

What's holding you back?

One of my coaching clients has been using a metaphor of baking a cake, for achieving a particular goal.  At the moment, something is getting in the way of moving forward, and it is as if the cake batter is being stirred endlessly.  It could be that more stirring is what's needed - when the mix is ready for the oven, it will be obvious.  Or perhaps there is a reluctance to let go of the comfortable and known act of stirring, and take the irreversible step of putting the potential cake into the test of the fiery furnace.

Only the client can know this, but the framework can help them to discover 'what is' and work with that.

The framework with a team

Could this framework be used to help a team reflect on its progress towards a goal?  There would need to be a high degree of trust in the group for it to be used successfully: who wants to tell a colleague about their own lack of competence, or question another person's commitment to a team goal?  A prior agreement not to use self-disclosed low levels of competence or commitment against each other later would be needed.  Self-disclosure would need to go before reflection on the team as a whole.

In some situations, it would be very helpful to have a framework for understanding what competence is needed for the task.  For example, this framework is about sustainability leadership.   A structure like a spectrum, with attitudes to the goal marked on it, may also help to give permission to people to be honest about their level of commitment. The horizontal dimension from the 'who can help me' matrix is a possible tool to use for this, if some additional options are added in between the extremes.

Dotting along the scale would form a whole-group picture of where people stand, which can then be used to focus discussion on the team's commitment and what would increase it (or what alternative goal would elicit high commitment).

The matrix could also be used as part of prioritising a team's work - something which will surely be more fraught as cuts make themselves felt in the public sector here in the UK.

Find out what you are really committed to

Some goals enthuse and inspire us, generating remarkable levels of passion and energy and bringing out the best in us.  Others feel more like burdens or accusations, staring at us sulkily from the teetering pile of unread journals or the magic inbox which can apparently hold an infinite number of low priority emails.

Peggy Holman, in Engaging Emergence (fantastic book which I keep recommending to people and will blog about properly one day), talks about "taking responsibility for what you love as an act of service".  If you move towards the things which you really care about, you are providing your best gift to the overall endeavour.  You don't have to do it all, and you don't have to do the things you think you should do - just the things you love to do.  This strategic selfishness is echoed in Michael Neill's thoughts about commitment:

"...check to see if this really is your project or if it's someone else's dream placed in your hands. If you decide to fully own it, notice any thoughts about why you can't or shouldn't really allow yourself to want this for yourself. Authentic desire doesn't need to be created - simply uncovered, one limiting belief at a time, and given space to breathe and to grow."

Have you got what it takes?

Every day in every way I'm getting better and better. But how would we know?  My latest 'engaging people' column looks at different ways of assessing sustainability leaders: our strengths and our areas to build on.  First published in 'the environmentalist' , IEMA's magazine.

You may also be interested in this survey, which explores your experiences of being a "sustainable development change agent" trying to transform an organisation.  The survey is part of my research for a forthcoming chapter in a book on organisational change and sustainability, due to be published by Greenleaf in 2011.

NB the survey is now closed.

Update, Dec 2010

Some interesting thoughts on leadership, from Future Savvy and The Futures Company.   What are the essential and evolving aspects of leadership, in our changing world?

On being an organisational change agent for sustainability: survey

I have posted a survey for organisational change agents, as part of my research for a forthcoming chapter in a book on organisational change and sustainability, published by Greenleaf in 2012. Please note that the survey is now closed.  The paper can also be accessed here.

If you want to dive into the detail, here is a pdf of the full responses.

Thanks for collaborating!

Penny

Making change in your organisation

Distilling practical experience and really helpful theory, the 2006 Change Management for Sustainable Development practitioner is my modest contribution to helping sustainability professionals harness the insights from organisational development, change mangement and behaviour change. It also features blank spaces for you to make your own notes, so it's as much like a conversation as I could make a paper-based book.  And there are downloadable worksheets on IEMA's website, it you want to run workshop sessions using some of the exercises.

Update

I'm delighted that people have found it helpful, and that - for example - it's been drawn on in subsequent IEMA practitioner guides like this one on climate change.

What's your route through the change journey?

One of the things we do at the one-day Change Management training workshop is to look through a decision tree (aka flow chart) to see which approach to change might be most effective, given the starting point of each person on the course. Questions to ask yourself include:

• what's my mandate?
• what is the stated position of my senior team / Board, and do they know what they've signed up to?
• how much of an appetite is there amongst my colleagues?

The flow diagram is explained in this article, first published in the environmentalist.

The next workshop is on 20th July in Leeds - why not book to join us?

What does growth look like, for an alternative enterprise?

Growing Communities is an inspiring social enterprise which grows and trades organic, seasonal fruit and veg in Hackney, North London.  Transparency alert: I'm the chair of the Board. It has three core activities:

• growing food, mostly salads, in its urban market gardens.  The salad bags and other produce are sold through its own outlets, which are...
• ...a weekly organic 'veg box' scheme, with food going to around 3,000 people...
• ...and the UK's first weekly organic Farmers' Market.

The organisation was first set up by a small group of friends and neighbours paying in advance for produce to be produced on a single farm: a classic community supported agriculture scheme.  Later, grant funding from sources like the National Lottery, the Esme Fairburn Foundation and the Bridge House Estates Trust provided the capital for starting up new initiatives.  Hats off to all of them!

Trading fruit and veg through the box scheme, and an entrepreneurial can-do attitude meant that Growing Communities could, after a short time, move to being self-funding.  This freedom enables it to be nimble and to change rapidly as it learns about how to make this alternative local food system work.  Its work has always coupled a radical and strategic vision, with a deeply practical approach.  Standing on its own two feet financially is a value as well as a tactic. It demonstrates to customers, members, suppliers and the wider world, that an alternative food system can work even in the current context.

It also makes growth possible - bootstrapping rather than dependent on grant funding and subsidies.

Good growth

But what does growth mean for an alternative enterprise like Growing Communities?

Its principles and structure (its box-scheme customers are voting members who attend AGMs in surprisingly large numbers and elect the Board a.k.a. 'Management Committee') mean that it is community-led.  So a growth model which involves moving into a new area and opening up a mirror image of the Hackney original isn't good enough.  What about simply opening more outlets in Hackney, and growing the local customer base?  Yes, Growing Communities has done some of that, and intends to do more, with its satellite pick-up points for the weekly veg bags.  The things limiting the growth of the Farmers' Market include limitations on the space where it is held, limits on the amount of produce small farmers and growers can grow, and a dearth of small producers who fit the exacting criteria: e.g. local, organic, and producers / growers who sell their own produce, not someone else's.

Growing Communities wants to keep the community-led, local value while providing a stable and reliable market for sustainably-produced food which will enable more growers to build strong (albeit small) businesses.

The growth model also needs to be very lean - Growing Communities can't provide capital funding or flashy materials, and it can't expect fat franchise fees from the new organisations - which, like Growing Communities, will be social enterprises or some other form of not-for-profit structure.  And because every community is different, an emergent learning approach makes sense.

Mentoring and action learning model

So it's adopted a growth strategy which involves closely supporting other organisations which want to set up their own version of the Growing Communities model. The first few 'start ups' will be intensively supported with workshops, training, resources (things like copies of the ordering system, model contracts) and hands-on problem solving.  As the 'start ups' get going, their learning and experience will be captured in a series of on-line briefings, which will then be available to the next tranche of start-ups.  There will also be on-line discussions, so everyone can learn from each other.

This programme is being funded partly from the organisation's own resources, and partly by UnLtd, the social entrepreneur's organisation, which has provided some funding already. As it progresses, the idea is that successful start-ups will also help to fund the programme of live support and detailed guidance materials, and deliver parts of it.

Interested?

If you're interested in setting up a transformational pioneering food organisation, then check out the start up website here.

If you're interested in what it means for a sustainable organisation to grow, without being beholden to short-termist shareholders, being in debt to a bank or being dependent on grant funding, then keep an eye on Growing Communities.

Now the ash has settled: eleven questions to get insights from the shutdown

Was the shut down of air travel a right pain for you and your organisation? Now that the ash has settled, there's a great opportunity for you to use the recent disruption to discuss sustainable development with your colleagues. [And as if to prove the point that it's a good idea to be prepared, it's back - as of 08.52 @BST 4th May 2010.]

Whichever way you look at it, a low-carbon economy (whether forced on us by peak oil or chosen as a planned way of mitigating climate change) will mean a drastic reduction in cheap air travel.  Your colleagues may feel this is too far off, or too fanciful, to plan for.  But the shut down actually happened.  So it's a great way in to discussions you might not have been able to have before April 2010.

Here are 11 questions to structure a discussion about your organisation's dependence on air transport - and how you can reduce it over the long term.

1. What was disrupted?
2. What was enhanced?
3. What did we do differently, that worked really well?
4. What did we do differently, that was a right pain?
5. What contingencies did we have in place, or put in place, in case the shut-down had lasted for twice as long?
6. Or ten times as long?
7. What would we have done if we'd had a week's notice?
8. What would we have done if we'd had a month's notice?
9. What would we have done if we'd had five year's notice?
10. What will we keep doing differently anyway, because it worked better?
11. What will we build into our medium and long term planning, to help us be ahead of the game when air travel again becomes more expensive and less available?

2010 Training dates - IEMA Change Management workshops

We have three dates in the diary for this one-day workshop, which I've been running since 2005. The day is very interactive, with everyone sharing a specific sustainability challenge which they are working on, and using various frameworks and exercises to explore and understand the challenge better.

During the workshop, people

• Hear about some theory on organisational change and approaches to change, including a scale of strategic engagement, visioning, identifying key players, choosing a change strategy, identifying barriers to change and planning first steps.
• Apply this to their own organisational sustainability challenge.
• Hear from others in a similar situation, discuss common challenges and discovering sources of further information and support.

As you’d expect, the contents have evolved since I ran the first one.  But the approach is still one of making selected bits of change theory as accessible as possible to people, and giving them time to work on their own particular situation during the workshop. And everyone still gets a free copy of the workbook, so they can carry on making their own notes and using plenty more exercises and frameworks at their own pace.

If you'd like to come along, you can book through IEMA's website.

London: 28th April 2010

Leeds: 20th July 2010

Newcastle upon Tyne: 12th October 2010

Is sustainable development about more than the environment?

I've been running a training course today, helping sustainable development specialists get some insights from the world of organisational change.  As part of this, each person identified a sustainability challenge that's real for them and their organisation right now. One of the participants was grappling with how to get people from across the organisation to look at the sustainability impacts of the services they provide.   This will entail having a much better understanding of what the social aspects of sustainable development are, and how you might measure or assess your performance on these aspects.

We came back to this question about the social aspects of sustainable development when looking at Dexter Dunphy's phases of organisational strategic engagement with sustainability.  There's a pdf of a presentation summarising this here. One of the phases in this typology is ‘efficiency’.

If your focus is on the environment, it’s clear that this is about eco-efficiency or resource-efficiency.  If your focus is the economic aspects of sustainability, then financial and labour efficiency (productivity) are easy concepts to grasp.  But what does this mean when you are thinking about the social aspects?

With wonderful serendipity, I had just been reading Jonathon Porritt’s valedictory report, published yesterday.  Jonathon recently stepped down as Chair of the UK Government’s Sustainable Development Commission, and in this report he examines what he calls the mystery of why sustainable development hasn’t been better embedded in the various strands of government in the UK.  He blogs about it here and there's also a link to download the report.

As it happens, he provides a very useful summary of what social sustainability is and what efficiency means in that context.  He does it so well, that I’ll quote at some length here.

The two overarching ends [of sustainable development, as articulated in the UK Government’s 2005 strategy] (“Living Within Environmental Limits”, and “Achieving a Strong, Healthy and Just Society”) require very different approaches. The test of “living within environmental limits” is a strictly empirical test: define the limit (as in concentrations of greenhouse gases in the atmosphere, for instance, or threshold limits for pollutants in the air or water), measure levels of compliance against these agreed limits, and then adapt policies accordingly.  By contrast, “achieving a strong, healthy and just society” is a predominantly normative aspiration rather than an empirical test, with very different metrics and very different value judgements as to the weight that should be attached to different aspects of “strong, healthy and just”.

At the heart of the concept of sustainable development lies the concept of “dual equities”: inter-generational equity (living today in such a way that we aren’t ruining prospects for people tomorrow), and intra-generational equity (living today in such a way that we reduce – or even eliminate – current unsupportable inequalities in wealth, opportunity and broader entitlements).

In that respect, sustainable economic development means “fair shares for all”, ensuring that people’s basic needs are properly met across the world, while securing constant improvements in the quality of people’s lives through efficient, inclusive economies. “Efficient” in that context simply means generating as much economic value as possible from the lowest possible throughput of raw materials and energy.

…Once basic needs are met, the goal is to achieve the highest quality of life for individuals and communities, within the Earth’s carrying capacity, through transparent, properly regulated markets which promote both social equity and personal prosperity.”

This idea of efficiency in the use of the Earth’s carrying capacity to give as much social well-being as possible must mean, in some situations, redistributing carrying capacity from those who have an unfairly large share of it, in order that those whose needs are not being met can better meet their own needs.  This is the case because it is not possible to ‘increase the size of the pie’ – we only have one planet.

The New Economics Foundation (NEF) produces the Happy Planet Index which uses official statistics to reveal, as they put it,  “the ecological efficiency with which human well-being is delivered” in 143 countries covering 99% of the world’s population.  (I know you want to know – the UK score is 43.3, the USA is 30.7, and Costa Rica is 76.1.)

I wonder how this approach could be used to measure performance in organisations?

Iconic, not incremental - the history of a leap forward

At an action research seminar organised by Bath University, Dr Gill Coleman shared a work-in-progress: a learning history of the iconic eco-factory built by MAS Intimates in Sri Lanka. By coincidence (if you believe in it), someone from MAS had been a student on the Post-Graduate Certificate in Sustainable Business (on which I was a tutor) so I was intrigued to listen to this detailed inside story.

I've written more (in the environmentalist) about learning histories as an 'intervention', and about the eco-factory here .

Stretching the elastic

There's a neat metaphor for understanding the delicate relationship between a change maker (be they in a formal leadership position or leading from the middle) and the rest of the people in an organisation. Imagine you are connected to the rest of the organisation by a big elastic band.  As you move off in the direction of more ambitious, radical change, the elastic stretches.  The pull on the others may be just enough to get them moving and bring them with you.  You stay a bit ahead, to maintain momentum.

But if you go too far ahead, and they aren't ready to move so fast or such a distance, then the bounce goes out of the elastic, the tension rises and -ping- it snaps.

As a result, there's nothing holding you back!

But, unfortunately, there's no-one moving in your direction any more, either.  And, if you look back now, you'll see that you're alone.

This article I wrote for Croner helps you check that you're involving people properly.  They're happy for me to include the original here, as long as I say this:

"This report was published as part of Croner's Environmental Policy and Procedures, a resource designed to guide organisations through setting up an effective environmental management system.  For more information on this and other products published by Croner, go to www.croner.co.uk or telephone 020 8547 3333."

Which I'm happy to do.

IEMA Conference 2009

I was delighted to be asked to run a skills-based session for IEMA's 2009 conference (London, September 22nd), because it's a chance to help environmental specialists get better at the soft stuff.  I'm going to be sharing three different skills which change agents really need if they want to influence other people, and I'll blog about how it went when it's done. The skills are - developing rapport, asking facilitative questions, and understanding six key sources of influence.

-------------------------------

Later addition:

The handouts from this session are available here, and the 'how it went' entry is here.

IEMA Change Management Workshop

This Autumn's IEMA workshop, Change Management for Sustainable Development, will take place in Leeds in November.  As you'd expect, the contents have evolved over the four years since I first ran one.  But the approach is still one of making selected bits of change theory as accessible as possible to people, and giving them time to work on their own particular situation during the workshop. And everyone still gets a free copy of the workbook, so they can carry on making their own notes and using plenty more exercises and frameworks at their own pace.  They can also use these exercises with colleagues and in teams, to help get insights from a broad range of perspectives, and to build a coalition of change agents.

OD for SD

I love it when I can cross-fertilise.  When I can bring a gem of insightful knowledge from my work on organisational change, learning and development and pass it on to my passionate, committed and somewhat geeky colleagues in the world of environmental management, policy and general eco-knowledge. This article about OD - organisational development - explores how some different practitioners have drawn on ideas about change to help them push the environmental boundaries.

Raw data - consultants in business sustainability - OCAs only

"Organisational leader or part of a wider change movement? How sustainable development change agents see themselves", Penny Walker, EABIS Colloquium 2008.

Raw data used in this paper is available in this document. This page replaces the link given in the paper (http://www.penny-walker.co.uk/sd_change_agents_survey.html) which is no longer active.