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Why Does Experience of
Wholeness…
 ! Bring out the best in human beings?

         ! Propel innovation?

              ! New life?


        ! Eclipse old patterns?

              ! So easy?
AI Summits: Three Ways to
Understand Positive Change
Business Impact
          and Research Results

BUSINESS RESULTS:                 WHY SO EASY?

Navy: $2 Billion*                 Vigor, Passion, System
   Winning the Battle for           Engagement, Dedication
  People
Trucking Company:                 Pipeline of Customer-
  Stock Price Follows                focused Innovation/
  Increasing Engagement              Speed
  Scores:
$14 $ $41 in 1.5 Years
                                  38 % Higher Productivity
                                    (Glavas 2009)
*Testimony House Armed Services
   Committee 2004
Why Does Experience of
Wholeness…
 ! Bring out the best in human beings?

         ! Propel innovation?

              ! New life?


        ! Eclipse old patterns?

              ! So easy?
Why High Engagement?
     The Business Case


!  Approaches to competitive advantage:

  –  Low price – less than 60 days
  –  Operational/technical expertise – less than 3
     years
  –  Fully engaged employees
     (people think and act like owners) –
     more than 7 years
Gallop Study: 1.7 Million Employees


   I have the opportunity to do what I do best

!  What percentage of people do you think - 1.7 million
   people from 101 companies - strongly agreed that they
   are empowered to do what they do best in their work and
   company?


!  Hint: The wealth of unrealized capacity in enormous -
   people are dying to be tapped on the shoulder and asked
   for more engagement in the strategic issues of the
   day - like the Navy example.
Experience of Authority &
            Influence
                                   r ganization
                         a gement O
  HIGH
Influence     High Eng




  LOW
Influence
               1st     2nd              Top Levels
              Level   Level
AI Summit Planning


!  Forming summit planning team
!  Defining summit task and topics
!  Mapping summit stakeholders
!  Designing the summit format & Logistics
!  Creating the summit design
!  Preparing the opening AI questions
!  Preparing summit communication strategy
!  Envisioning post-summit momentum
Questions to consider when
     creating the summit agenda
Day 1: Discovery
Pre work, questions, continuity scan, wider environment and
   mapping the key stakeholders?

Day 2: Dream & Images of Desired Future
How far into future, type of group activity,
Summarizing visions, discovery of common ground,
  differences?

Day 3: Designing—principles, org propositions of ideal,
  prototyping?

Day 4: Destiny: open space; work groups or whole system
  action; convergent smaller projects, individual line of site.
How AI Addresses the Three
Essentials of Change Management
Suresh Srivastva and others Executive Continuity.



                 Managing               •  Planned Change

                 Transition             •  A$B Rational Change




                 Managing               •  Managing Surprise
                                        •  The Unexpected
                  Novelty               •  Emergent Complexity

                                        •  Threads of Identity and
                 Managing                  Positive Core
                                        •  Inter-generational
                 Continuity                history as positive
                                           possibility
Research on the Functions of
   Good Continuity Management
•  For Individuals:
   Pride, confidence to act, ethical guidance
   connection to others, freedom

•  For the Organization:
   Strengthened commitment; better decision
   making; decentralized control; mission
   stability; accelerated organizational
   learning; more long-term thinking;
   customized change; more effective inter-
   organizational partnerships and alliances
Power of Stories
•  Stories stick like glue…great leaders know it
•  Why? They make information easier to remember:
    Whole brain
•  Stories make information more believable than
   statistics
•  Narratives create the basis for identity formation
   and they foster high quality relationships
•  Story-telling is the most powerful human medium
   for conveying values and visions
•  Stories paint pictures in the mind
•  Organizations vary: narrative rich to narrative thin
How About Appreciative Inquiry Under
    Conditions of Crisis and Conflict?

!  Hotel Story.

!  The Crisis Boils.

!  The Jr. Consultant Looses All Composure…Storms
   Out. Senior Consultant Hates Conflict!


!  What Would You Do?
Principles of Metaphor
!  Metaphor: An Invitation to See the World Anew
!  Subtle Transaction Across Contexts
!  Facilitates Learning New Knowledge
!  Overcomes Defenses That Constrict Us
!  Challenges Traditional Change Norms…Is More
   Subtle, Indirect, Constructionist, and non-deficit
   in Theory of Change
Generative Metaphor
   Intervention/Enhancement
!  The whole story.

!  What we did and why.

!  Carl Jung s wonderful clue.


!  The results: relationships; bottom line; and
   breakthrough performance to Five Star hotel
The AI 4-D Model

                            Discovery
                          What gives life?
                        The best of what is.
                          Appreciating

      Destiny                                      Dream
   How to empower,         Affirmative          What might be?
learn, and improvise?         Topic             Envisioning
    Sustaining                                 Results/Impact

                             Design
                         What should be –
                           the ideal?
                        Co-constructing
What is Design?

 Designing renders
  visible our hopes
  and dreams, it is
  the first signal of
  human intentions.
--William McDonough
Our Work With IDEO
    World Class Designing in Action


1.  Provides a new, optional way to do the
    Design Phase
2.  Great choice when you wish to design
    products, new customer experiences, and
    initiatives that are more tangible and
    focused.
3.  Instead of propositions or principles we
    are designing prototypes—actual three
    dimensional models or mock-ups of
    the concepts.
Fast Company said…
         IDEO is the world's most celebrated design firm"

 The Wall Street Journal dubbed IDEO's offices "Imagination's
                         Playground"

     Fortune titled its visit to IDEO "A Day at Innovation U"

Every spring, Business Week includes a cumulative tally of firms
 who have won the most Industrial Design Excellence Awards.

        IDEO has topped that list for ten years running.
Are Ai Summits Too Small, Too
 Limited?

! What happens after a company has done
          over 50 Ai Summits?

! This is exactly the opportunity Roadway
   Express faced a couple of years ago.
AI Ovationnet
 Next Practice Sharing

       Digital Stories
One Story Magnified a Trillion Times

   From Best to Next
Examples how the network has
                benefited the company

!  One facility
!  671 added one more shipment on every outbound load.
!  +$429,000 Profit after taxes

!  Transfer to Company
!  What if we had 1 more shipment on every linehaul trip?
!  + $13 million Profit after taxes


!  It is happening! Recent $10 million Savings—Operating
   Ratio…Winston Salem Story…2000 people on last call
Exciting Application Arenas
    Appreciative Inquiry & Strength-based Approaches


♦  AI Organization Summit for Transformation
      ♦  Corporate Strategy and Alignment
 ♦  Innovation and Design: Products, Services
             ♦  Business IT Changes
♦  Lean Operations & Sustainable Green Design
      ♦  AI Knowledge Alliances & Webs
      ♦  Labor-management Partnerships
          ♦  Measurement Scorecards
     ♦  Project Management and Hot Teams
            ♦  Mergers & Acquisitions
                   ♦  Branding
        ♦  Corporate Talent Development
Moving to Action:
     Where Might a More Strengths-Based Leadership Approach
     Create Value in My Own Work and Life?



!  If anything imaginable were possible—assuming there are
   no constraints whatsoever—what kind of AI initiative,
   project, or experiment might I want to launch?

!  Name the possibility or possibilities—and begin the
   conversation with your original interview partner…what/
   where/why/who?


!  What is one small initiative or possibility?
!  What is one big possibility—something that would be a real
   stretch?
The Appreciable World is So Much
      Larger Than Our Normal,
      Everyday Appreciative Knowing
      Capacity…

!  "If we did all the things we are capable of
   doing, we would literally astound ourselves."
       --Thomas Edison
Ai s Theory of Positive Change:

                             1.  Elevate and Extend
                             2.  Broaden-and-Build
& Universal Capacity High


                             3. Establish and Eclipse
Extension of Relatedness




                                                    Activation of
                                                       Energy
                                         Pro-Fusion of
                                         + Strength

                            Elevation and
                            Extension of
                              Inquiry

                                                  Elevating Inquiry into
        Lo w




                            Initiating           The Appreciable World     Advancing
We Are Born To Appreciate:
Three Facts About All Human Beings



           !  Exceptionality
             !  Essentiality
     !  Equality/Voice and Vision
For Those Interested in more resources & learning
       opportunities r please go to:

1. Appreciative Inquiry Certificate Program                                          (next
session Dec. 7 2012 Longboat Key Florida then February)
!    http://weatherhead.case.edu/executive-education/certificates/appreciative-inquiry/
2. Leadership Deep Dive:
!  http://weatherhead.case.edu/executive-education/programs/subjects/other/deepdive/


3. For hundreds of free tools, articles, power point slides see the Appreciative Inquiry
Commons
!    http://appreciativeinquiry.case.edu/ or AICommons@case.edu


4. For an advanced program online (for people who have already had
a foundations course in Ai) see
!  http://www.ovationnet.com/workshopinfo.htm
5. Interested in a Masters in Positive Organization Development from
the #1 program in the world. See:
http://weatherhead.case.edu/degrees/ms-positive-organization-
development/
 David.Cooperrider@Case.edu

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Why Experience of Wholeness Brings Out the Best

  • 1. Why Does Experience of Wholeness… ! Bring out the best in human beings? ! Propel innovation? ! New life? ! Eclipse old patterns? ! So easy?
  • 2. AI Summits: Three Ways to Understand Positive Change
  • 3. Business Impact and Research Results BUSINESS RESULTS: WHY SO EASY? Navy: $2 Billion* Vigor, Passion, System Winning the Battle for Engagement, Dedication People Trucking Company: Pipeline of Customer- Stock Price Follows focused Innovation/ Increasing Engagement Speed Scores: $14 $ $41 in 1.5 Years 38 % Higher Productivity (Glavas 2009) *Testimony House Armed Services Committee 2004
  • 4. Why Does Experience of Wholeness… ! Bring out the best in human beings? ! Propel innovation? ! New life? ! Eclipse old patterns? ! So easy?
  • 5. Why High Engagement? The Business Case !  Approaches to competitive advantage: –  Low price – less than 60 days –  Operational/technical expertise – less than 3 years –  Fully engaged employees (people think and act like owners) – more than 7 years
  • 6. Gallop Study: 1.7 Million Employees I have the opportunity to do what I do best !  What percentage of people do you think - 1.7 million people from 101 companies - strongly agreed that they are empowered to do what they do best in their work and company? !  Hint: The wealth of unrealized capacity in enormous - people are dying to be tapped on the shoulder and asked for more engagement in the strategic issues of the day - like the Navy example.
  • 7. Experience of Authority & Influence r ganization a gement O HIGH Influence High Eng LOW Influence 1st 2nd Top Levels Level Level
  • 8. AI Summit Planning !  Forming summit planning team !  Defining summit task and topics !  Mapping summit stakeholders !  Designing the summit format & Logistics !  Creating the summit design !  Preparing the opening AI questions !  Preparing summit communication strategy !  Envisioning post-summit momentum
  • 9. Questions to consider when creating the summit agenda Day 1: Discovery Pre work, questions, continuity scan, wider environment and mapping the key stakeholders? Day 2: Dream & Images of Desired Future How far into future, type of group activity, Summarizing visions, discovery of common ground, differences? Day 3: Designing—principles, org propositions of ideal, prototyping? Day 4: Destiny: open space; work groups or whole system action; convergent smaller projects, individual line of site.
  • 10. How AI Addresses the Three Essentials of Change Management Suresh Srivastva and others Executive Continuity. Managing •  Planned Change Transition •  A$B Rational Change Managing •  Managing Surprise •  The Unexpected Novelty •  Emergent Complexity •  Threads of Identity and Managing Positive Core •  Inter-generational Continuity history as positive possibility
  • 11. Research on the Functions of Good Continuity Management •  For Individuals: Pride, confidence to act, ethical guidance connection to others, freedom •  For the Organization: Strengthened commitment; better decision making; decentralized control; mission stability; accelerated organizational learning; more long-term thinking; customized change; more effective inter- organizational partnerships and alliances
  • 12. Power of Stories •  Stories stick like glue…great leaders know it •  Why? They make information easier to remember: Whole brain •  Stories make information more believable than statistics •  Narratives create the basis for identity formation and they foster high quality relationships •  Story-telling is the most powerful human medium for conveying values and visions •  Stories paint pictures in the mind •  Organizations vary: narrative rich to narrative thin
  • 13. How About Appreciative Inquiry Under Conditions of Crisis and Conflict? !  Hotel Story. !  The Crisis Boils. !  The Jr. Consultant Looses All Composure…Storms Out. Senior Consultant Hates Conflict! !  What Would You Do?
  • 14. Principles of Metaphor !  Metaphor: An Invitation to See the World Anew !  Subtle Transaction Across Contexts !  Facilitates Learning New Knowledge !  Overcomes Defenses That Constrict Us !  Challenges Traditional Change Norms…Is More Subtle, Indirect, Constructionist, and non-deficit in Theory of Change
  • 15. Generative Metaphor Intervention/Enhancement !  The whole story. !  What we did and why. !  Carl Jung s wonderful clue. !  The results: relationships; bottom line; and breakthrough performance to Five Star hotel
  • 16. The AI 4-D Model Discovery What gives life? The best of what is. Appreciating Destiny Dream How to empower, Affirmative What might be? learn, and improvise? Topic Envisioning Sustaining Results/Impact Design What should be – the ideal? Co-constructing
  • 17. What is Design? Designing renders visible our hopes and dreams, it is the first signal of human intentions. --William McDonough
  • 18. Our Work With IDEO World Class Designing in Action 1.  Provides a new, optional way to do the Design Phase 2.  Great choice when you wish to design products, new customer experiences, and initiatives that are more tangible and focused. 3.  Instead of propositions or principles we are designing prototypes—actual three dimensional models or mock-ups of the concepts.
  • 19. Fast Company said… IDEO is the world's most celebrated design firm" The Wall Street Journal dubbed IDEO's offices "Imagination's Playground" Fortune titled its visit to IDEO "A Day at Innovation U" Every spring, Business Week includes a cumulative tally of firms who have won the most Industrial Design Excellence Awards. IDEO has topped that list for ten years running.
  • 20. Are Ai Summits Too Small, Too Limited? ! What happens after a company has done over 50 Ai Summits? ! This is exactly the opportunity Roadway Express faced a couple of years ago.
  • 21. AI Ovationnet Next Practice Sharing Digital Stories One Story Magnified a Trillion Times From Best to Next
  • 22. Examples how the network has benefited the company !  One facility !  671 added one more shipment on every outbound load. !  +$429,000 Profit after taxes !  Transfer to Company !  What if we had 1 more shipment on every linehaul trip? !  + $13 million Profit after taxes !  It is happening! Recent $10 million Savings—Operating Ratio…Winston Salem Story…2000 people on last call
  • 23. Exciting Application Arenas Appreciative Inquiry & Strength-based Approaches ♦  AI Organization Summit for Transformation ♦  Corporate Strategy and Alignment ♦  Innovation and Design: Products, Services ♦  Business IT Changes ♦  Lean Operations & Sustainable Green Design ♦  AI Knowledge Alliances & Webs ♦  Labor-management Partnerships ♦  Measurement Scorecards ♦  Project Management and Hot Teams ♦  Mergers & Acquisitions ♦  Branding ♦  Corporate Talent Development
  • 24. Moving to Action: Where Might a More Strengths-Based Leadership Approach Create Value in My Own Work and Life? !  If anything imaginable were possible—assuming there are no constraints whatsoever—what kind of AI initiative, project, or experiment might I want to launch? !  Name the possibility or possibilities—and begin the conversation with your original interview partner…what/ where/why/who? !  What is one small initiative or possibility? !  What is one big possibility—something that would be a real stretch?
  • 25. The Appreciable World is So Much Larger Than Our Normal, Everyday Appreciative Knowing Capacity… !  "If we did all the things we are capable of doing, we would literally astound ourselves." --Thomas Edison
  • 26. Ai s Theory of Positive Change: 1.  Elevate and Extend 2.  Broaden-and-Build & Universal Capacity High 3. Establish and Eclipse Extension of Relatedness Activation of Energy Pro-Fusion of + Strength Elevation and Extension of Inquiry Elevating Inquiry into Lo w Initiating The Appreciable World Advancing
  • 27. We Are Born To Appreciate: Three Facts About All Human Beings !  Exceptionality !  Essentiality !  Equality/Voice and Vision
  • 28. For Those Interested in more resources & learning opportunities r please go to: 1. Appreciative Inquiry Certificate Program (next session Dec. 7 2012 Longboat Key Florida then February) !  http://weatherhead.case.edu/executive-education/certificates/appreciative-inquiry/ 2. Leadership Deep Dive: !  http://weatherhead.case.edu/executive-education/programs/subjects/other/deepdive/ 3. For hundreds of free tools, articles, power point slides see the Appreciative Inquiry Commons !  http://appreciativeinquiry.case.edu/ or AICommons@case.edu 4. For an advanced program online (for people who have already had a foundations course in Ai) see !  http://www.ovationnet.com/workshopinfo.htm 5. Interested in a Masters in Positive Organization Development from the #1 program in the world. See: http://weatherhead.case.edu/degrees/ms-positive-organization- development/ David.Cooperrider@Case.edu