Ecosynomics Certif Technician Cohort “Tools” Workshop

December 6 – 8, 2015

Guiding Principles• Share in whatever language comes to you• Share and listen with love and trust• Avoid attempt to associate to the already anchored (hold self as a witness• Being present ; staying in my body• Stay in the exploration• Treasure hunt for ‘connectivity’ experiences• Listen and wait• Humor is really important, when appropriate• Giving permission to others to show me my scarcity, gently, with love-care-understanding

(if not, bring it out anyway)• We share what we see in the other• In difficult situations, see Homo lumens in myself and in others. (Being my own human

light, and seeing the human light in others.; especially in difficult situations. Presume in best intentions…)

• See it in myself first…

Tools (3)

• Ecosynomics Survey – – Process to create a group code– Timing– Who is in the room…

• Agreements Evidence Map– Use as a gap analysis

• Costs of Scarcity Map

3 Tools

• We interact because we do– We have a journey– We have results and outcomes / destination

1. Survey: What experience we are having– 3 circles – back of the postcard– 5 relationships– Tool to assess the experience we are having

2. Agreements Evidence Map– 4 lenses, 3 levels

3. How do you measure the outcomes– Costs of scarcity …to measure the experience we are having

Survey Background

• About 9 years ago, what we were observing in these high vibrancy groups– Gateway Community Health Center

• How to assess what we were observing (Terry O’Fallon, Shawn E-H) • Spiral Dynamics / Integral Ecology / Action Logics: how to measure: ~ 200

questions….– Started cleaning up and grouping the questions into categories; and factor analysis… refine

it to have fewer questions to distinguish the different levels– Translated into 12 languages (and 4 more under development)– Down to 80-90 questions, 5-7 years ago…and continued the statistical analysis to refine

further• Strong instrument: it works and across languages to distinguish different levels of

vibrancy– Why Results Seem Truthful: Protecting of anonymity; reverse questions– Strength: statistically good (differentiates); confirms relationship among the 5-levels

(coherence; correlation)– Weakness: spirit and nature – in other languages

Survey Start-Up Logistics

• Group Code:– Creating a Group Code (minimum of six figures; database can handle 8-digits maximum):

• First 2 initials are the Group• Two initials for the person in the group that is doing it• Then a # (up to 2-digits)

– Create your own group, you don’t need to ask for permission; just tell Jim RD afterwards.• Group Name: This can be anything that makes sense• Invitation / Instructions to the Group as to what to do.• Request the Raw Data – with no names – from Jim RD

– Names are entered in the database only so we know who took it• Hint: Frame for respondents, which group context that they should reference when completing the

Assessment. Even if in a person is a member of multiple organizational subgroups, does the ‘team’ have different agreements, you want to understand the experience they are having in that subgroup.

• Agreement Plot as example output – Average posted on the Y-axis; and Standard Deviation posted on the X-axis.

Agreements Evidence MapVibrancy is a Choice

• Head space out of experience that they are having• Different perspectives that we think about when we are

having these agreements– Fundamentally different experiences depending on their vibrancy

(economic-social-political) – different questions (4 lenses) about the experience people are having:• Resource: – economic theory – question how much is there (infinite vs.

scarcity)• Allocation Mechanism: How do we decide and enforce what are we

going to do with them; who decides and who enforces it….• Values – the criteria as to what is valued, what is important• Organization – how do you organize; the rules of the game – how we

interact (Sociological)

Exercise – Day 1

• Break into foursomes dive deep into the survey results to strengthen your understanding– Objective: Take 75 minutes to dive into your own story and

you hearing 3 others on how they went through the survey– Explore: the group you were in, the questions and how I

answered it in this context, how you interpreted the results for the survey. (Listen for different perspectives and nuances – in an inquiring way)

• Homework (evening) – in a foursome:– Agreement Map about your experience in this group

Reflection of Day 1 onEcosynomics Survey & Agreement Plot

• Importance of using the survey to create awareness with the respondents and rigor to our overall community and our process– Show the output in an Agreement Plot by different population segments shows greater detail in the spider-plot; not possible in

the Agreement Plot– The meaning of a Standard Deviation amongst many respondents– Interesting to see a bar-chart of the independent survey output by relationship in addition to the Agreement Plot – one of

standard deviation and one of the average by sub-population / segment• The survey questions creates a platform form which we can explore how those with different languages interpret the

question and responses• Importance behind the statistical rigor of the survey tool and how the data is interpreted• 100% Participation in the Community means that each of us share among ourselves all the time – not just through /

with Jim RD• Different ways to use the survey:

– As a group to start the consulting conversation with an organization / team– With an individual prior to a coaching session– Useful for causing respondents to pause and reflect– Use it as a baseline and later to show the evolution / movement of the group over time

• Consider readiness of respondents to determine what and how to share the resultant data (e.g. Network readiness; social impact and project-readiness) to show what our experience around this experience and have clarity and agreements among this experience…and make more explicit, and create a common language– What If - Gallup Employee survey – what if this Survey replaced that…– Caution: Survey = guidance ….so need to triangulate with evidence… so don’t use it as the end-all answer – Check-in and ask where are we, and how do we know? – by pointing to the 5-Relationships Map

Exercise – Day 2Evidence Map

• Break into foursomes dive deep into using the Agreements Map to strengthen your understanding– Objective: Use a lens to explain an experience; look at the interaction with the Agreements Map implicit or

explicit (regardless if practices, structures, process)– Agreements – don’t get caught up in the language; Blog: reference the ‘37 Words’ or ‘We Interact’– Explore: where is the evidence to see a certain level of Agreements.

• 3 levels of perceived reality (noun, action verb (over time), possibility / potential)• Across the 5-Relationships (primary relationships): Self, Other, Group, Nature, Spirit, and their 3-levels• Color Code of Evidence: Looking for Possibility – what is available here…

– Green (everything that everyone always done; ubiquitous; and usually codified as a standard practice; part of the culture); anyone can do this anywhere… Uniform; foundation

– Yellow – occasionally happens; often in the subconscious; some do quite frequently, but it’s not ‘green’ Unconscious Competence and don’t know that we do that….but we do it… It’s here, but unaware they are doing it. Not Uniform; but it’s pretty common….

– Red: - evidence that it could happen; but there is a conditional statement (parenthetical clause - it’s impossible to do this in this culture; it has happened, but extremely rare. It’s possible, but rare

– White: Zero evidence that this is done in this culture.; it’s impossible in thus culture; it’s not normal, there’s no evidence• Resources: how much we see - Potential Capacity - possibility / potential - what is your potential capacity?

Capacity Development - What capacities are we developing? Available Capacity - things / matter - What is your available capacity?

• Allocation Mechanism: Who decides and enforces (noun = one relationship / available capacity; verb = multiple / capacity development; light = vibrancy or harmonic doing 5 things at once / potential capacity)

• Values: Do you care, and what evidence (noun = outcome; verb = doing it / behavior around learning and growth; light = future potential)

• Organization: Interactions – Competing; Coopetition; Collaboration

• Want to see the operalization of an idea to see evidence of manifesting an idea / possibility

Exercise Experience / QuestionsEvidence Map

• How to Get Started: Discuss what we are experiencing and identify what evidence we have of that experience (what do I know) while staying in an inquiry mode, and then determine into which category it fits…

• Process: What is our experience as a cohort?– Define: Who’s it; what is the ‘we’– Use your personal experience for the process for the group – and tie it to the 5-

Relationships 3-Circle• Lens examples:

– Resources: an awareness of competency …– Allocation Mechanism: Jim at center / hub, and moving to have others (as relationships

form) to connect directly without Jim in the hub– Values: diversity; collective contribution; sharing; assist one another; the contribution as an

expectation, not an invitation; – Organization: cohort = collective; some collaboration with some coopetition

• Careful: Confirmation Bias – did one try to prove their position, or was there an openness and tenacity to inquiry

Costs of Scarcity – Day 3• Benefit of Abundance and can you demonstrate that…

– Higher margin (lower cost), attrition (low turnover), employee satisfaction, innovation, speed of working together

• Getting Rid of the Cost of Scarcity: – MEASURE = Multi-disciplinary (Criteria Validation as to what’s true or not); Evidence-based (what do

you know and how do you know it) and how to be rigorous; Agreements Mapping; Synthesis (what does the whole tell us); Understanding (what we see and understand); through Rigorous, Evaluation

– Metrics: Redundancy• Looking at:

– Ecosynomics (Homo lumens) deviance – who is depleting it…and why– Impact Resilience (vs. sustainability) to provide an impact in whatever you are doing – what kind of

outcome are you getting

Part 2:• Identify one measure and a guestimate of how much:

– Example: Employee Turnover – (awful job and turnover every 6-months 200% every year) vs. 5% every year (THORLO – 20yr avg. tenure) =

– Example: Cost as compared to payroll, cost of goods sold

Costs of Scarcity – Day 3Small Group Report Out

• Group 1:– Resource Lens: Stand, body position and distance – how do

we feel being together as a group• # projects to ‘sell’ or be a part of if only by myself vs. the

knowledge/time/possibilities of others. Estimated $10K / project (small-size) per year: – Cost of Scarcity: $680K forgone income

• Word of Mouth Referrals for 2nd phase Missed, cross-pollination, follow-on projects, and earning while learning– Out of 100 projects – 100% of the time get repeat business = 5,500 projects;

not hire due to lack of awareness = 5,500; learning / year = $10K = $ 696K

– Organization: increased fragmentation– Value: Happiness and joy cost

Costs of Scarcity – Day 3Small Group Report Out

• Group 2:– Resources: ($)

• Produced now via project work – it’d be increased Vibrancy in the world 5 to 10 times if we’d increase our income

– Impact: • # people impacted / touched (publishing, networking, speaking)… 14 ppl x

1-person over 280 workdays at an hour/week ~ 4000 people primary impact at minimum, up to 40K ppl by 2nd and 3rd degree impacted

• If we upped it to 10% - it’d grow to 40K ppl.– Time: if we only ‘shared’ 3-times / year (now) versus once a week

– we’d increase – 5-Relationships (today): Self 4.0; Other 4.0; Group 5.0; Nature 4.5

and Spirit 5.0

Costs of Scarcity – Day 3Small Group Report Out

• Group 3:– What’s the cost of Garfield Foundation not investing in harvesting the

learning we’ve had in our collaborative network’s project:• Staff Meeting – 3 people (next week): role in philanthropy; share vision and

requires investment in developing that… how we carve out our funds.• Building our own capacity• Sharing with our colleagues in the field and co-creating – innovative shifting of

philanthropy.• 3 of us wasted, projects won’t go anywhere:

– $2.5 M per year in collective / collaborative projects – could leverage another $10M in these 2 network projects

– Avg. of $300K/organization X 250 organizations = $30M that we could leverage in the next couple of years

– What we’ve put in thus far while investing in the networks - $200K / organization for last 10 years = $300 M - that weren’t coordinated – what is wasted….by not shifting the system

• # people who will die because these efforts are not connected… # lives not going to be saved

Tool Integration – Day 3 PMSmall Group Report Out

• Group 1: Look for Agreements; Ask…(Agreements Map – use for as is, and as a vision map too for building a new reality)– Resources: Look for how Homo lumens in you, me and we – Value: Look for being aware of the choice– Organization (2):

• Deeply collaborative transparent in our agreements; • Open to inquiry and open to change

– Allocation: accountable + responsibility – for the decision, determines the process for decision-making and who is involved

Tool Integration – Day 3 PMSmall Group Report Out

• Group 2: Created an Agenda with Garfield Foundation – Each tool brings a different energy to the group:

• Body Experience / positions – to connect intention, heart, mind• Shared purpose / who do we want to be• How do we feel now – me, team, big we (philanthropy)• Where do you want to be• Agreements Evidence Map, by lens – to ground people where we are now;

where we are feeling tensions and gaps. And the aspiration as to where is the light, and ask if we are developing our capacity to move us there.

• Cost of Scarcity – okay what happens if we don’t do this?• What are we really going to commit next year• Close with Survey – to benchmark it

– What do I need to do to help others get there…and move forward…

Tool Integration – Day 3 PMSmall Group Report Out

• Group 3:– Starting with discussion about the relationship of tools to process– Ideal flow with permission; recognition that others may not be ready for the process

• Some want to know where they are now• Others immediate need to make decisions

– Determine which tool to use to open the possibility of coming back to do more work

– Ideas – clean sheet sequence:– Survey, agreement evidence map, to cost of scarcity– They build upon each other– Survey, validating with agreements map

• Using it as a way to move forward would be good to add

– What if we only use one tool? Can we do some “light” in order to set up more depth in another? For example start with colors in evidence map to stimulate the conversation about cost of scarcity.

– Tools are to engage in conversations. Where the group is, what they are ready for, determines what tool might be most useful. The tools are relevant at different times; not a straight line, nature of the conversations determines where to start.

– Power is in the combined use overtime. – Importance of setting up survey instructions so that it is most useful for moving the group, to ensure people

are using it with the same subject in mind.

Conclusion: Tool Integration

• 3 Tools are intended as a set.– Use all 3; try it and ‘see’– If we work with Jim in an engagement, the

expectation is that we will use all 3 tools– It’ll enrich with how you are engaging your

clients… so that you are seeing the experiences that they are having

Community Overall QuestionsAcross 3 Days

• Different vibrancy map depending on nature of work / focus: tangible output (Drilling) vs. people-oriented outcome (Safety)– Response: customize the ‘instructions’ to help respondents take the survey thinking about one group

context and help them translate the words of the survey into their language (e.g. ‘work’ - means when I ‘volunteer’ with this specific group)

• Different organizational structure per tenure of the group (‘young’ (BU-client) versus seasoned (THORLO))– Response: segment the survey results and show different spider diagram outputs with the sub-groups

(color code and plot on the same diagram)• Whether to and how to consider multiple geographies (place, space) and the impact on homo

lumens – Response:

• How to make 2016, 50+ students see these questions that are relevant to us?• What are the agreements that allow us to have 5 or more cohorts in 2016?• How to integrate this into my PhD• How to integrate this into my business creation• How and what do we have to agree with each other to increase the hours that we cohorts spend

together in a paid / funded projects

Community Overall QuestionsAcross 3 Days – (continued)

• What can I do to take up the ‘try and see’?• How do I be more explicit that doesn’t require prep time?• What agreements do I need with myself and cohorts so I am stepping into a higher vibrancy?• How to use the Evidence Map on ourselves, to see my own agreements with myself and reflect? …and

as a tool for one-on-one coaching?• How can we stay here, and what is preventing us from being more vibrant and use the full potential?• How do I decide how to introduce the whole concept – to open the door of possibility so that they

know more…? How do others approach that?• Relationship of these tools to systems mapping – a way to integrate them? Response: we will address

that the latter part of this week• What is preventing us as a community…to live this?• What to involve the whole community (as an exercise)…? Do I hide the methodology? Or should it be

more explicit?• When am going to build the Columbus community? - the OD community is where I think I’ll start…• What agreements do I have break / make to create a clear path to do this transformation path?• How do I describe the possibility – to open up the conversation?• What is my first practical experience using these tools going to be? – volunteering? - the conversations

don’t have to be 3-years or 1-month, it could be a ½-hour later

Challenge: How to Integrate & Co-host

• Group 1: – Emotional and energetic space is what

connects us all– Tools grounded each of us, by yourself, to

see the energy. The reality is different that what you think it was. Helped you to open the space to be creative and open to a new set of actions

– Cohost the space and contain the energy– Emotions are more contained with the

tools (versus all over the place as it was in September)

– Body Position versus Head: Can the head be independent (its own sovereignty) and be in service of what is seen, separate from standing in the high vibrancy stance. And have its own experience to bringing what is here. (Versus the head-and-body (in alignment) following bending, searching in unison

• Group 2:– Part of the group, and

emotionally involved, explore what happens.

– Tools – have the opportunity to go outside and see something bigger than the group, and still holding the space

– Co-hosting to distinguish from hosting….and the power of intention.• Example how to do Check-ins.

And ensure of co-hosting versus hosting.

• Can do a check-in physically (rather than verbally)

Chinese Character for ‘King’contribution - Luz Maria

14 Participants: Dec. 6-8, 2015(Missing 2 colleagues *)

• Jennifer (Jenn) Berman• Marta Drake *• Ana-Claudia Gonçalves• Carol Gorelick *• Lynne Hambleton• Christoph Hinske• Conrado Garcia Madrid• Annabel Membrillo

Jimenez

• Maureen Metcalf• Luz Maria Puente• Hal Rabbino• Jim Ritchie-Dunham• Leslie Ritchie-Dunham• Ruth Rominger• Alexandra (Alma)

Sacher• Anne Starr

Action Items

Action Item:• Video / Audio of this workshop• Repository Build archival space to share with

the Community + Organizing Categories (Maureen)

• Survey Instructions - how to take it (Share)

Owner / Due Date:

• Christoph / •

•

Action Item: Archival Mechanism(Christoph – starting)

• Purpose:– To share tools, templates, archival documents– Create a structured framework to organize into

shareable chunks• Technological– Files– Video / Audio

• Owner: