giselasqureThis September Gisela Wendling became CEO of The Grove Consultants International, the comp20-dsatdellafattoriasmallany that I began in 1977 as Sibbet & Associates, and led through its incorporation as Graphic Guides, Inc. in 1988 and then the name change to The Grove in 1993. I want to share some reflections about our succession process, which is guiding me into the wonderful territory of life change.

Some Context

The Grove Consultants International, as many of you know, was early in the business of visual facilitation. We called the method Group Graphics® and found that strategy consultants who wanted to differentiate loved the process and propelled our work at Apple, General Mills, Federal Industries in Canada, General Electric, and Bongrain. Because no other consultants were working this way, we could use our methods as a calling card. People remembered us whenever we facilitated meetings.

We added a teaming practice in the 1980’s after Alan Drexler and I co-developed the Drexler-Sibbet Team Performance ModelTM and its related survey. This has grown into its own business, with many tools, workshops, and licensees.

In the 1990’s The Grove grew rapidly with large, multi-year engagements with National Semiconductor, Hewlett Packard, and Mars, Inc. We developed large-scale Storymapping, and in the mid-nineties, Ed Claassen as our COO collaborated with me and the team to develop the Grove’s Strategic Visioning (SV) process and Graphic Guides.® These are the large graphic wall templates which are now ubiquitous. Again, we were one of the first to popularize this way of working. We conducted SV processes all over Silicon Valley as the Internet gained speed. We moved to our Presidio offices in 1998.

Visualization, teaming, and strategy guided us during the rocky 2000’s. The .com crash, 9/11, and then the great recession in 2009 impacted our company and the scale of projects clients would consider. But all three of our service areas continued to deliver results. After 2009 we moved to re-emphasize our origins as the Visual Meetings Company.

But life intervened. In 2013 my wife Susan died of cancer, after 46 years of marriage. Laurie Durnell and Bobby Pardini took over co-leadership of the company as I dealt with this enormous change. I was supported by my close friend Rob Eskridge, my counsellor Chayim Barton, and a dear colleague Gisela Wendling. Gisela’s life-long interest in change and Rites of Passages allowed her to help me hold Susan’s passing as a potential transformation. And it was. To our surprise, we fell in love and were married in 2016.

In 2014 Gisela joined The Grove as VP for Global Learning and senior consultant and we co-developed our Designing and Leading Change program to bring forward her work and take the Grove’s work to a new level. We also began the non-profit Global Learning & Development Network, or GLEN. While we could not have anticipated the pandemic, our focus on change and working virtually allowed us to pivot quickly to on-line workshops and direct help for our struggling client leaders. We could also see their organizations coping with the increasing impacts of climate change, economic ambiguity, climate migration, wealth gaps, political polarization, and many other challenges. Change was in the air.

Succession

Having Gisela at The Grove transformed our work and renewed my interest in consulting. She led a master’s program in organization development at Sonoma State after receiving her doctoral in human and organization systems and development. We co-authored Visual Consulting: Designing & Leading Change with Wiley after a successful Visioning and Change Alignment process at UC Merced. The integration of dialogue, visual practice, change management and use of self, began to define a new approach.

This fall Gisela decided after a week-long silent retreat in Holland and a short vacation in Belgium, to step up to the role of CEO and lead The Grove into a new era. Her passion is to help leaders and their teams “Realize Visionary Futures.” Her becoming CEO is coincident with the publishing of her new book, The Liminal Pathways Study. We collaborated on the design and illustrations, but the creative vision was hers and I followed!

Living the Liminal Pathway

Gisela’s Liminal Pathways Change Framework (LPF) re-envisions the archetypal three-phased process of Rites of Passage as identified by the French anthropologist Arnold Van Gennep. Phase one is Separating. Phase two is the Liminal or “In-Between” phase. Phase three is Integration. Gisela’s framework highlights the inner and outer dynamics at play in each phase and the sequence of turning points that occur over the arc of a complete process. It is this process that is now unfolding for me.

I have let go of the formal position I held. I must also let go of large meeting graphic facilitation, involving our growing network of associates who are good at this. A year and a half ago, we let go of the Presidio offices, which we hadn’t used for three years during the pandemic to move into the warehouse where Grove Tools, Inc. run by Thom Sibbet as President, had a spacious upstairs office.

Entering Liminal Space

I am now deep in liminal space. I want my next moves to come from my deeper self. Already new rivers of interest are arising and flowing together but I am resisting being rushed. I asked for a vision this summer on my vision quest on Mt. Shasta and the takeaway was “constancy.” This is a different calling.

It is clear that I will be focused this next year in support as The Grove team responds to a new leader. Gisela is deeply appreciative of our historic ways of working and is visually very astute. The change work is proving to be an integrating approach. But the complexity of the post-Covid hybrid world is considerable and finding the best responses is challenging. Leaders of change need support as do their teams. I believe with Gisela’s leadership we can provide it.

At the same time, I’m fascinated with the way this liminal time is affecting me. I find myself feeling vulnerable, the way I did early in my career. I am also feeling full of all the capabilities that have developed over the 52 years of work all around the globe. In my field I would be considered an “expert” at process design and visual facilitation. But more and more I feel that my ability to connect broadly across many disciplines, organizations, and cultures may be more important than knowing how to use visualization. I’m asking myself, “What is the role of an elder?”

Working with The Light

Years ago, a workshop by Michael Meade provided a seed of insight that has been growing in my liminal space. Being an elder, he said, is the process of making a shrine to the spirit as the body falls away. And it is the blooming of my spirit that has my attention these days.

Another teacher, Dr. Niek Brouw, a Dutch somatic practitioner I and colleagues worked with in the late 1990s, defined spirit as our ability to handle light. It is reflected in our spine, the neurofibril optic trunk line that holds our bodies in coherence and connection. The idea of working with light itself has my attention. It is the work that our teacher Thomas Hübl invites.

This month Netflix brought out a short mini-series on Anthony Doerr’s amazing book, The Light We Cannot See, a story about Marie-Laure LeBlanc, a blind French girl at the end of the war who intersects with a young German soldier in the French town of Saint-Malo as American troops freed France from the Nazis. The light within is as vast as the light in the world, he writes, and this young woman, is connected this way. It guides her in incredible acts of bravery broadcasting coded coordinates through readings of 20,000 Leagues Under the Sea that were instrumental in final days of the war.

I find myself moved by this story, and the need for using my inner light to guide me in this next phase, and for The Grove’s inner light to grow stronger as we move to support leaders who are daring to bring about visionary changes. I have a growing feeling that the confusion and incoherence of our times cannot be met just with logic and neatly arranged symbols on paper but needs the connection of people who share a vision of a world where people respect each other across differences and, and in Gisela’s words, are “empowered to be free and have choices.”

As I wait for my new direction to emerge, I stand by to respond to those who are responding to our broadcasts, who believe that authoritarianism and overcontrol is not a solution. I am recasting my understandings of graphic facilitation as a chance to embody differences and hold space for movement, evolution of the practice, and emergent insight. I’m wondering if returning to the origins of this work and teaching our new understandings might again transform the field.

My mentor Michael Doyle, co-founder of Interaction Associates and one of those bringing facilitation to organizational work in the 1970s, said as I began The Grove. “You can compete and defend, or you can share and lead.” I’ve followed his advice and carry it with me to this next phase. Stay tuned.

 

 

 

I’ve spent my adult career working with the way in which people symbolize their understandings of themselves and their organizations in words, images, metaphors, and mental models. My western mind was schooled in the idea that being clear and cogent is a supreme value. For years I assumed my primary job is to help people make sense out of complexity with my visual facilitation and information design. parmenides

A Brief Look at Reality

 

Kingsley is a scholar of Greek language. His book is a brilliant reinterpretation of poems by Parmenides and Empedocles, two men who have been credited with some of the first articulations of the value of modern rationalism. However, Kingsley believes interpreters of these works got them wrong, amplifying elements that supported a rationalist argument and subordinating elements that presented other, more radical ideas.

According to Kingsley, Parmenides’ insights were actually rooted in mysticism and practices of prophet healers in an iatromantis tradition. They practiced “incubation,” entering dark caves and enclosed rooms for days, until their sense relented, and they could receive direct transmissions from the goddesses, in their case the Goddess of the Underworld Persephone and the Goddess of the Outer world, Aphrodite. The entire first part of Parmenides’ seminal poem describes being taken to the underworld by daughters of the Sun, pulled in a chariot propelled by “longing,” a Greek work that meant purpose or passion. Upon meeting the Goddess, Parmenides is given instructions or “laws” and told to bring them back as stated to his people. This kind of transmission is what the prophet/healers in Velia did, and the communities were organized around these transmitted laws. Nothing could be further from trusting in rational thinking. But subsequent scholarly interpretations projected on Parmenides the idea that he, of course, must have worked all this out in his own mind, and not very well at that by their standards of poetry.

Kingsley also argues that the scholars who interpreted Parmenides had no understanding of the practices of magic and mystic transmission as understood by the iatromantis people, in which coming at important issues sideways and full of trickery was central. Their primary Goddesses were apparently the same way, and very accustomed to sharing their deepest truths stated as contraries, and riddles, with things stated as truths most likely not being true.

This kind of pretzeled “logic” challenged my western mind, but Kingsley’s writing hit a receptive channel for me, especially when he continues to explore how Empedocles insisted that what he called “Strife” not “Love” is the doorway to awakening. He appeals to “mad strife” as an essential quality to embrace for the awakened mind.  Oh my, I thought, now I am in trouble.

Aphrodite, the goddess of love, was seen as the binding, connecting force of our awake world. Is not Love of superior value, just like clarity? It is the power of love to seduce and attract and bind things together. Love blinds us and needs Strife to break the trance and bring us back to appreciation of what is going on behind our stories, dreams, and visions. We need the goddess of the underworld, Persephone as well. This “mad strife” is not the madness of a persons whose neurology and physiology are, but the divine madness of someone who realizes that the trance of our ordinary lives is a sham, and no longer “believes.” It is the crack in our certainty and knowing that lets in the divine awareness.

Might you suspect that my reading this book conjunct with my Vision Quest might have some impact on my receptivity to Kingsley’s line of inquiry? And might you suspect that I have been experiencing strife with the pandemic, Ukraine, and radical shifts in organizational practices around planning and meetings, the heart of The Grove’s work. Could it be that my deeper knowing is encouraging me to reach out to this strife and embrace disruption and unclarity as doorways to insight?

davidatifvp2019Is Visualization Both Integrative and Disruptive?

One of the first shoots of insight to spring up from reading Kingsley is a reflection on the extent to which my visual facilitation practice is reflecting both Love and Strife. The Love part is easiest. People love well done graphic capture, for the most part. It is seductive to look at the way that visualization can help make sense of things, reduce confusion, and help people see their relationship to the larger whole. I and many others are writing many books plying this river of perception. But is this all that is happening?

I know that visualizing people’s spoken words in written text and image is affirming and appreciative, but at the same time experientially disruptive in ways that aren’t always apparent. Not only are the characterizations reflections of the recorder’s, not the speaker’s filters of perception, but they are also VERY partial. At my fastest I can only get 1/8 of the words as most, and of course only a fraction of the imagined imagery.

But this practice is also disruptive in a more subtle way. Looking at anything from a whole systems perspective, which is what a roomful of visualization allows, is not the usual way people make sense of things. Most people perceive their organizations and work from the point of view of their specific jobs and interests, and within narratives that become polished into certainties by repetition. Rarely do people get to “see the whole.” And of course, the room full of graphics isn’t the whole, but merely a pointer at the greater complexity. If all stakeholders and external drivers in any situation are accounted one would be facing a real mystery about what causes what. But just the attempt to take a whole systems view is disturbing. It suggests that the arc of our internal narrative is limited and perhaps even wrong. People’s nervous systems resist this sort of understanding.

When I was developing visual practice during my years with the Coro Center for Public Affairs, I facilitated a business program for managers to understand what was going on in the city. We would take one specific decision, like the decision of the Board of Permit Appeals in San Francisco to approve the Transamerica Pyramid, then outside the Zone for tall buildings and close to Telegraph Hills more cozy neighborhoods. We interviewed some 48 people involved, usually in their offices, and kept pursuing the same question—why was it approved? Trust me, we could not arrive at one story, or even why this very uneconomical design was chosen. We conducted this exercise around 3-4 other key decisions and had similar experiences. Clear narratives were consistently incomplete.

Then I began to think about the extent to which I would using visioning to lure people into a sense of connection and mutuality and move past the strife and disruptions. How many of my clients were using nice pictures to create an illusion of coherence and ignoring real problems with their people? How often was I listening only to Aphrodite?

My partner Gisela Wendling’s recent study of her Liminal Pathways Change Model and liminality has drawn me into looking at the value of the confusing, in-between times when something truly new can enter, what she calls “the crucible.” That inquiry is another post but helped amplify what Kingsley was saying.

liminal-path-model12notextI’m doing more of this with colleagues. Recently two of my friends and GLEN colleagues, Alan Briskin, and Mary Gelinas, have been writing a book about Three Field Awareness. They are working to integrate research in the areas of personal, social, and noetic fields, and of course interleaving their own long practices. Mary is deeply engaged in somatic work, taking the language and deep patterns of our embodied knowing seriously. Alan has been studying collective wisdom for years. These matters defy easy representation. I have been working with them to see if there are some ways to visualize these concepts without falling into the trap of being inappropriately “clear.”

Mary, Alan and I are all experienced collaborators and know what when we hit a rough spot in our thinking we don’t dig into our individual “rightness,” but simply bring up what arises spontaneously, waiting until the bells chime in our inner minds. The results are, in our experience quite remarkable. It is as though we are being guided. What appears are often simple images and associations, and often metaphors. In one session we wondered how we could possibly visualize everyone having personal fields generated by our bodies, minds, and individual senses and at the same time being immersed in social fields that have intensity and flow and shaping concepts about how to work and be? Somewhere in our improvisational talk the image of starlings emerged. We immediately went and searched on-line and before we knew it, we were looking at dozens of pictures of the incredible formations starlings create in the “murmerations.” We got shivers. The idea will probably survive the editors.

Large flock of starlings in the blue sky

Can working with imagery in a deeper way happen more in groups? How do we practitioners guide people to beyond clarity to movement and emergence? I know there is something about hand created drawing that encourages this kind of accidental wisdom. And are visioning sessions really mumerations? Is there higher consciousness? Can we accept what comes through these portals?

Is the Universe Conscious?

A third seed is taking root. It arises from Kingsley’s exploration of what the word “longing” meant to the Greeks. It seems to imply an inner orientation of what some might call the soul. He wrote that to the Greeks it also meant purpose.

Arthur M. Young, whose Theory of Process has been my operating system for years, once said he wished he had called it a Theory of Purpose but shied away from that because he wanted to bridge to western science, which was more open to understanding something more tangible. As a physicist he was fascinated that the quantum theorists, who began to see light as the most fundamental of all elements in the physical universe, called photons a “quantum of action”—something whose spin held potential that could be realized as it took on direction as a fundamental force—an electron or proton. He suspected that these scientists had quietly opened the door mystics had longed entered. Light, it seems, does not have boundary, weight, and length. Some students of bioluminescence suspect light might be the way cells communicate, quite beyond chemical interactions. Others appreciate that the principles of “non-locality” may mean at this level all things are much more interconnected that we have any appreciation for.

What if our rational language and crisp, visually “clear” graphics are actually barriers to deeper forms of communication?

One of my visual consulting colleagues, Vivian Wright, was a very successful internal guide at Hewlett Packard during the days when the HP Way was alive with founder energy. She said that her work was 10% design and 90% prayer. I asked her what she meant. She says she would set up group processes, and then sit aside and hold the whole group in her inner imagination, seeing them emerging and creating and aligning. Was she holding purpose at the center of her work and using her inner imagery to affect the field?

As a minister’s son I was taught to pray for others, holding their image in my mind. I am reluctant to use that word now in secular settings but suspect that simply opening to and trusting the light and holding images without knowing why or how, may be a form of prayer. Is it possible that this is the gift of disruption, letting the light of purpose come through? Can we learn to see the light in others, and imagine that they too, whether they know it or now, are part of a larger field of consciousness.

I know the practice with blogging is to be short and sweet, and have three or four takeaways, but I’d rather show up in my present condition and share what is emerging, rough as these thoughts are. I let myself get “whacked” by Peter Kingsley. I think it is nice to have that happen at an age when I’m tempted to think I know things.

 

 

As the pandemic eases and world crises erupts over Ukraine, I’m finding myself embracing a real turn in my creative life. Beside writing poetry, I’m beginning to explore video as a medium of sharing. I’m returning again and again to the feeling that it is more important than ever to share my experiences in facilitation and change. This urge, which feels like a “calling” is leading me to turn my attention away from serving the outcomes others set for me as a consultant, to following my own calling and expressing it through our Global Learning & Exchange Network (the GLEN). Its purpose of supporting a network of change agents and facilitators in become even more capable of guiding collaborative processes seems more important than ever. We simply must learn how to work together to face the enormous problems of these times.

This post is to share a new video I created at The Grove during what we are calling a Grove Dojo session. I am beginning to do this in person at The Grove offices in the Presidio of San Francisco on a regular basis and welcome persons who might be interested to join in. They are held on Friday afternoons. (contact me if you are interested). Trent Wakenight, our new consultant is helping with the shooting and production. Krista Bremer, a person I will introduce soon as a new Program Director at the GLEN, helped support this particular expression.

I’m posting the Use of Self video here for you to enjoy, and to encourage myself to do more. It’s only 10 minutes long and is part of a series of “legacy videos” I’m creating about the many insights, principles and practices that have informed my visual facilitation work over the 45 years I have been practicing.

In his book American Soul, philosopher Jacob Needleman wrote, “The art form of the future is the group. The intelligence and benevolence we need can only come from the group, from associations of men and women seeking to struggle against the impulses of illusion, egoism and fear.” This quote animated Alan Briskin’s exploration of the headwaters of this idea at the first Leading as Sacred Practice (LASP) gathering in 2016 at Holger Scholz’s Beuerhof Retreat Farm in the Vulkan Eifle region of Germany. To support the dialogue that resulted, we co-created this graphic of thought leaders we knew resonated with this idea.

groupasartform

The four of us guiding Leading as Sacred Practice (Gisela Wendling, Alan, Holger and I) had begun calling ourselves a facilitation “Ensemble.” We shared a deep interest in collaboration and supporting a mindset that values the whole human being— spiritual, emotional, mental, and physical— AND avoiding religiosity, ideology, and blind faith.

This first retreat sparked a shift in our work, and ignited a path of co-discovery. We have been meeting and working as an ensemble ever since through two more gatherings in 2017 at IONs Earthrise Retreat Center in Petaluma, and then in 2018 back at the Beuerhof.

We decided to take a gap year in 2019, and then for 2020 planned a larger conference. But COVID appeared and we delayed again. The pandemic pushed us to create a virtual version to continue the work, and the publishing of some of our findings so far in our LASP eBook. (We are giving this away for free in the description of our series of six LASP Online Exchanges starting April 23). Our learning focuses on six “ways” we have found to lead as sacred practice.

What is an Ensemble?

I was describing our ensemble experience to a close friend, Joe Ruffato, a musician and member of a Medicine Community that I am also a member of. I could explain the “ensemble idea” easily since the medicine community is very collaborative and Joe understands what this means musically. An ensemble is a group of musicians who play together. What is not embodied in the formal definition is the meaning that is understood by professional musicians. Joe told me a story that made the point.

“When I produced my first CD I worked with three professional musicians who brought piano, base, and drums to my guitar playing and singing of my songs. We worked through several studio sessions and produced a draft version. I then had a chance to talk to our producer about it and asked him what he thought. ‘Do you really want to know,” the man replied. ‘Yes,’ I said. “He then told me that I was over strumming and doing some other things that didn’t completely balance, “ Joe said. “I came away and put the CD on hold. So I practiced and then after some months came back with a completely up-leveled performance.”

Joe went on to describe what he learned from the three musicians he had worked with. They all were very skilled in what they did, and all shared a sensitivity to the “ensemble” level of play. “They never filled the space to the detriment of the other musical voices,” Joe said. “I realized that’s what it means to be a pro.”

And I realized in Joe’s story this is what is means to be a good ensemble—to never fill the space in a way that works to detriment of another player. This means honoring the rotation of the spotlight in jazz. It means not over playing. It means listening to the whole.

Ensemble as An Artform for the Future

Having spent my adult life facilitating group process, I realized that the Ensemble idea we have used to guide our Leading as Sacred Practice work, might also be a form that could be replicated and even celebrated professionally in other group work settings.

More and more it seems that one of the shifts that we need to make as we come out of shelter-at-home and move into other escalating global issues like global warming, is to open to more imaginative “we” forms of working together. No single person is expert enough to respond to the systemic challenges we face. No solo player can lead the transformation changes necessary to work with them. Collaborative networks, action learning teams, and yes “ensembles” are needed to allow pooling of knowledge and learning as we move forward.

Groups can be the art form of the future.

Join us for the Leading as Sacred Practice Online Exchange Series. April 23, 2021, and experience one.