Introduction to Action Learning 080204

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    INTRODUCTION TO

    ACTION LEARNING

    Skipton Leonard, Ph.D.Executive Director, WIAL

    Arthur Freedman, Ph.D., MBA

    Director of Research, WIALOctober 18, 2007

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    What is Action Learning?

    A process that involves asmall group working onreal problems, takingaction, and learning whiledoing so

    A powerful managementtool that creates dynamicopportunities forindividuals, teams, leaders

    and organizations tosuccessfully adapt, learnand innovate

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    Historical Roots

    Reg Revans UK Father of Action

    Learning

    Unsinkable Titanic

    Cambridge physicist

    National Coal Board/

    Royal Infirmary

    MBA Professor

    Learning = ProgrammedKnowledge + Questioning+ Critical Reflection

    (Marquardt) No learning without

    action; no action withoutlearning (1998)

    Kurt Lewin Germany/USA Father of Action Research

    Inspired founding of NTL &experiential learningmovement

    No research without action &

    no action without research

    Argyris & Schn/organizationallearning

    Inspired OD and application ofGeneral Systems Theory

    SengeContemporary Action Learning

    Trist & Emery/Socio-technical Systems/Tavistock

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    Action Learning

    Worldwide

    Sodexho Novartis Siemens Boeing Caterpillar

    Baxter Singapore Polytechnic Fairfax Schools Organization of American

    States General Electric DuPont Samsung American University

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    Components of anAction Learning Program

    Project, challenge, task,or problem

    Group of 4-8 peoplewith diverse

    perspectives Reflective questioning

    and listening

    Developing Strategiesand taking action

    Commitment tolearning

    Action Learning coach

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    Two Ground Rules

    1. Statements onlyin response toquestions; anyonecan ask questions

    2. Action learningcoach hasauthority tointervenewhenever he/she

    identifies learningopportunities

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    Action Learning

    Process

    Problem / Challengepresentation (2-3minutes)

    Statements can only

    be made in responseto questions

    Coach works learningopportunities

    Consensus on problem

    Strategies

    Actions

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    Guidelines for Various

    Roles in Action Learning

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    Problem Presenter

    Defines the problem in2-3 minutes

    What are we trying to do?

    What are theissues/concerns?

    What are the roadblocks?

    Why is this problemurgent?

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    Team Members

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

    Make statements only in response to questionsdirected specifically to you or to the group as awhole

    Feel free to ask questions of other groupmembers as well

    Try to build on each others questions ratherthan just on getting your questions answered

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

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    Learning Coach

    Focus on helping the group becomemore effective

    Help members achieve clarity andoptimize learning

    Only ask questions

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    Action Learning

    Demonstration

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    Power and Role of

    Questions

    Assures working on the rightproblem and not symptom counteracts the bias to prematureaction common in teams

    Develops a shared understanding ofthe problem the Fable of the blind

    men and the elephant Develops consensus - Questioning

    each other is only way to getagreement on the problem

    Develops understanding the contextas well as the content of the

    problem Seeds of solutions often reside in

    questions

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    Kolb Learning Cycle (1984)

    ReflectingWhat did you notice

    ExperiencingImmersing yourself in the task

    PlanningWhat will happen next? What

    do you want to change?

    ConceptualizingWhat does it mean?

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    Great Questions

    Cause focus or stretch

    Create deep reflection

    Challenge taken-for-granted assumptions

    Involve courage in asking Lead to breakthrough thinking

    Support, yet challenge

    Generate action

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    Great Questions

    Are often very simple yet areexperienced as profound e.g.Is this the best use of our time?

    Observe everything dont justlisten to the words: non-verbals,timing, mood, unusual/unexpectedbehaviors. Etc. listen to themelody as well as the lyrics

    Point out the obvious: the elephantin the room

    Listen carefully to responses

    Build on response to previousquestion

    Often generate a thats a greatquestion response

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    Questions about Facts,

    Interests, & Power

    What are we, you, theorganization seeking toaccomplish?

    What is stopping us,you, the organizationfrom accomplishing thistask or goal?

    What can we, you, theorganization do aboutit?

    Who knows what weare trying to do?(facts)

    Who cares aboutgetting itaccomplished?(interests/stakeholder)

    Who can get itimplemented? (power)

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    Questions should be Tailored to

    the Stages of the Problem Solving

    Process Problem Identification

    Generating Solution Ideas

    Problem Definition

    Critiquing Ideas

    Problem Analysis

    Selecting Best Ideas

    Implementing Best Ideas

    Evaluating Results

    Identifying New Problems

    Problem Acceptance

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    The Importance of

    Taking Action

    No learning without action; no actionwithout learning Reg Revans (1998)

    At the end of every session: the learning

    coach focuses on action by asking theindividual or team What action are yougoing to take as a result of this session?

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    Why Does the Learning

    Coach Only Asks Questions

    Demonstrate the belief in questions

    Show the power of questions

    Optimize reflection and learning

    Empower Participants Indicates openness and fairness

    Enhance and advance knowledge

    Recognize that the question asked causes

    change and impact

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    Lets do some more

    learning and problem

    solving

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    Contrast with typical

    Problem-solving Groups1. Learning and team

    development as important assolving the problem

    2. Groups charged withimplementing as well as solving

    real problems3. Membership not reserved to

    experts or involved people

    4. Questions precede answers;dialogue over discussion anddebate

    5. Learning coach with power6. Actions and strategies requiring

    systems thinking

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    Task Facilitator vs. Learning Coach (1)

    Focus on the present/futureFocus on the present/past

    Trusts that group has betteranswers and insights

    Offers answers and providessuggested behavior

    Great power and a central roleGreat power and a central role

    Focus on why and how and

    action-consequence linkages

    Focus on what has happened

    and what needs to be doneAsks reflective questionsMakes statements based upon

    expertise

    Fosters group independence/self-confidence and criticalthinking

    Fosters groupdependence/dependentthinking

    Focus on learning and teamperformance

    Focus on group process andnorms

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    Task Facilitator vs. Learning Coach (2)Emphasizes double-loop as well assingle-loop learning

    Encourages examination of thegoverning variables, values, andassumption underlying action

    learning how to learn

    Employs single-loop learning examines the difference betweenexpected and obtained outcomesto understand most effective andefficient way how to get the jobdone

    People grow into the future theyneed and desire

    People and group grow in themanner desired by facilitator

    Added value is generatingindividual perspectives andencouraging wisdom

    Added value is group dynamicsexpertise and cleverness

    Questions empower, encouragereflection, and create acomfortable, supportive, safeclimate

    Power/use of statements oftengenerates dysfunctional reactions- fear, distrust and/or defiance

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    The Right Kind of Problem

    Should be important and urgent ideally mission-critical

    Should be a problem not a puzzle

    Problems are often proposed by the organization ifso, the coach needs to work closely with sr. leadership

    Not redundant i.e., no other group working on Have clear outcomes

    Assure that effort will be made to implement goodsolutions

    Appropriate scope and scale

    Problem is appropriate for Action Learning

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    Two types of Action

    Learning Programs

    Single-problem, in-company program

    Multiple problemsof one or moreorganizations

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    Examples of Action

    Learning Problems

    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 appraisalsystem

    Establishing work schedule

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    When to use or not use

    Action Learning

    Project Goals

    Specific UnKnown & UncertainPathway to Solution

    Specific

    Ambiguous & Unclear

    AOther Solution

    (e.g. skilled task

    facilitation)

    BAction Learning

    CSolution in Search of a

    Problem

    DAction Learning?

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    Action Learning Group

    4-8 members tomaximize creativity

    From within and outsidethe organization

    Diverse so as to obtainfresh viewpoints (Pizzaman)

    May be familiar orunfamiliar with roles and

    situations May include external

    resources when needed

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    Group Members

    Can be volunteers or assigned

    Need to feel commitment to and stake in gettingproblem solved or task completed

    Understanding of problem or task but expertise is

    not necessary or even desirable Must be given the power to implement or

    recommend good solutions

    Should have some familiarity with context

    Diversity on a number of dimensions is desirable

    Commit to attending all meetings

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    Learning Coach

    May be group member orexternal partner

    Ensures sufficient time forcapturing learnings

    Helps members to reflect on

    interactions and implicationsof actions to be taken

    Assures norms and processesare followed

    Creates an atmosphere oflearning and reflective inquiry

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    Action Learning and

    Leadership Development

    35-40% of leaders fail in the 1st 18months of promotion or appointment

    Rate of failure is increasing turnover

    rate for CEOs doubled from 1999-2004

    1996-2006 CEO turnover forperformance increased 318%

    1996-2006 CEO tenure decreased from

    9.5 to 7.8 years

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    Leadership Challenges

    Rate of technology change disruptivetechnologies

    Flattening of hierarchies made possibleby improvements in technology

    More fluid and complex lines of authorityand organizational structure erosion ofpositional authority

    Globalization

    Threats to environment and security

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    New Skills for Effective

    Leadership

    Rapid personal learning be a quickstudy and getting up to speed quickly

    Building a learning organization where

    employees: Feel empowered

    Feel encouraged and rewarded for learning

    Take the initiative and are willing to lead aswell as follow

    Collaborate as well as compete with each other

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    Leadership Development

    Propositions

    Action learning developsthe kind of flexible andcollaborative leadershipskills that are necessary in

    contemporary organizations

    Action Learning provides allthe necessary and sufficientconditions for effectivelydeveloping leadership skills

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    Insight Do people know what to develop?

    Motivation Are people willing to invest the time

    and energy it takes to achieve ongoing and

    sustained development?

    Capabilities Do people have the skills and

    knowledge they need?

    Real World Practice Do people have

    opportunities to practice their new skills at work?

    Accountability - Do people internalize their newcapabilities to improve performance and results?

    The Necessary and Sufficient

    Conditions for Development

    (Hicks & Peterson, 1999)

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    PDI Development Pipeline

    The Necessary and Sufficient

    Conditions for Development

    (Hicks & Peterson, 1999)

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    Common Leadership

    Development Strategies

    Individual Development Plan (IDP)

    360-degree feedback + IDP

    Traditional Leadership Programs (Instructor provides knowledge)

    Experiential Leadership Programs (instructor facilitates knowledge transferfrom training curriculum)

    Coaching/Mentoring

    Action Learning Working on a realproblem with a coach that requires peopleto learn new leadership skills

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    Effectiveness of Leadership

    Development Programs

    SSSSSActionLearning

    MMSSSCoaching/Mentoring

    WWMMSExperientialTrainingProgram

    WWWMSTraditionalTrainingProgram

    MWWMSIDP + 360

    MWWMMIDP

    AccountabilityOpportunitiesfor Real-WorldPractice

    CapabilitiesMotivationInsightType ofProgram

    S=Strong, M=Moderate, W=Weak

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    Action Learning and

    Organizational Development

    Action Learning

    Is an organizational intervention

    Effective Action Learning programs

    require Team coaching skills

    OD and consultation skills

    Action Learning facilitates the

    development of a learning organization

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    Want to Learn More about

    Action Learning?

    Visit www.wial.org How to develop the skills of a Action

    Learning coach Foundations of ActionLearning

    How to become certified as an ActionLearning Coach WIAL Action LearningCoach Certification

    Keep in touch with WIAL and Action

    Learning register to place name onWIAL contact list

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    Thanks,

    For being such a great group oflearners!

    [email protected], 703.349.3019

    [email protected], 202.466.3921

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    References

    Hicks, M.D. & Peterson, D. (1999). Thedevelopmental pipeline: how people really learn.Knowledge management review, 9, 30-33.

    Kolb, D. (1984). Experiential learning: Experienceas the source of learning and development.Englewood Cliffs, NJ: Prentice Hall.

    Marquardt, M.J. (2004). Optimizing the power ofaction learning: solving problems in real time.Palo Alto: Davies-Black Publishing

    Revans, R. (1998). ABC of action learning.London: Lemos & Crane.