Learning and the Executive Team

 

By: Don Dunoon

 

Publication: Management (Aust. Institute of Management magazine)

Date:  August 1995                        Pages:  15-17

 

Many executive teams are not particularly good at learning. They approach learning in a haphazard way, rather than as a discipline requiring attention and practice. Just as sporting teams need to continually train and practise together, executive teams need to systematically work at "improving their game". Effectiveness in team learning is not something best left to chance.

Nor is executive team learning just a 90's expression for traditional team building activities, such as clarifying roles and improving relationships. These activities are important, but team learning goes much deeper. In particular, the focus is on surfacing and talking about what American organisation theorists Edgar Schein [1] and Peter Sengel [2]: respectively term basic assumptions and mental models.

Basic assumptions are deeply set ideas we hold about what the world is like. We develop understandings from our experience and over time, we confirm or modify these by subsequent experience. As Schein explains, these basic assumptions or mental models eventually drop from our conscious awareness. They become "just the way things are", so we don't think to question them.

We tend to lose touch with the fact that our mental models of the world are products of our conditioning and perceptions; that the reality we see is relative to that of other people, rather than objective or "out there". So, when people challenge our assumptions we can feel under attack. And when this happens we tend to fight back or withdraw.

Values

Commonly held values in organisations make it even harder to draw out mental models and talk about them. To paraphrase from the distinguished organisation scholar Chris Argyris:[3]

Most organisations are heavily conditioned by values of maintaining control and avoiding threat, embarrassment or other negative feelings. To question someone's assumptions creates the risk of these protective values being violated. So, it tends not to happen. Difficult issues that may impact strongly on the organisations effectiveness are quietly swept aside; they become undiscussable. Of course, the fact that important issues are being avoided because they are considered too sensitive can't itself be talked about. Not only does the team deny key issues but it denies the fact that it is denying them.

These issues may go to the heart of the way the organisation defines, articulates and implements strategy. For instance, a common mental model is that "the most important strategic issues for us to deal with are internal." The failure to question such an assumption can lead to a management team putting too little effort into looking outward and to the future, to better understand the wider context of change.[4]

Mental models often bear little relationship to the values the organisation says it stands for. For instance, many organisations espouse a value along the lines of "our people are our greatest asset." It's almost expected these days. Yet it's rare that this stated belief is reflected in conscious efforts by top managers to create systems enabling employees to meet their needs while working towards achievement of the company's goals.

Below the surface commonly lurks a mental model to the effect of "we need to focus more on looking after our customers rather than on looking after our people".

There are powerful dynamics at work that make it difficult for an executive to raise for discussion a perceived contradiction between espoused values and actual practice. That person can be seen as "rocking the boat", creating diversions from key tasks and disturbing a comfortable, if implicit, team consensus.

More fundamentally, to bring up the contradiction can be taken by other team members as an attack, since a question is being raised as to how competently the organisation is being managed.

Talking about the issues

How then can management teams develop the ability to talk about these sensitive issues productively?

Over the past 15 or so years, Argyris, Senge and others have been experimenting with communications techniques designed to help management teams get the difficult issues on the table and converse about them openly. Of particular importance is the technique of dialogue.

Senge defines dialogue in relation to discussion:

In dialogue, there is a free and creative exploration of complex and subtle issues, a deep "listening" to one another and suspending of ones own views. By contrast, in discussion, different views are presented and defended and there is a search for the best view to support decisions that must be made at this time.

Dialogue and discussion are potentially complementary, but most teams lack the ability to distinguish between the two and to move consciously between them.[5]

Many management teams discuss issues in a way that sees individual participants seeking primarily to advocate their own views and to "score points" over other team members. Dialogue requires a different stance; in particular, that participants be able to state their own views but also to reflect on those views while encouraging others to do the same, in ways that minimise defensiveness.

For instance, a team member may say, "This is how I see [the issue]. In taking this view, I think I am assuming [whatever the assumptions might be]. Do you think my reasoning is sound, and if not please tell me in what ways." As others respond, other team members may challenge their assumptions in a similar manner: "As I see it, you are assummg...".

This type of interaction implies a relationship in which the parties regard each other as partners or colleagues.

As Senge emphasises, dialogue must be balanced with discussion. Teams need to be able to inquire into assumptions, but they must also be able to resolve issues and move forward into action. The discussion process needs to be skilful. The style of discussion needs to minimise defensiveness, e.g. through avoiding such communications barriers as put downs, unsubstantiated assertions, and talking over others.

An executive team needs the help of a facilitator, at least in the initial stages, to assist them to recognise their mental models and defensive behaviours. Repeated practice is also essential. At first, team members' attempts at dialogue are affected by the conscious effort required to apply the new skills, but with practise, the processes can become virtually automatic.

How to get started?

First, team members need some introduction to working with mental models and to the specific techniques of dialogue and skilful discussion. A useful resource is The Fifth Discipline Fieldbook, the 1994 how-to-do-it manual by Peter Senge and his colleagues. [5] There are many possible starting points but you could invite your colleagues to read sections 33 to 38 on strategies for working with mental models. Sections 56 and 57 provide some introduction to dialogue and skilful discussion, respectively.

Then schedule a meeting to talk about the general question of practising dialogue/skilful discussion. It's likely that some team members will express doubts about the value of "all this touchy feely stuff” and ask how it will impact on the bottom line. Some team members may be threatened by the prospect of having to talk about things they'd rather keep quiet.

There's no point in pushing team members into experimenting with these skills if they're not ready. You will meet with too much resistance. There needs to be an attitude of "well, let's give it a go", even if there's not outright enthusiasm. Once you've gained agreement to proceed, you can schedule a skills practice session.

A most important point: dialogue and skilful discussion should be practised in the context of talking about real business issues. In effect, you are grafting an activity designed to foster more effective learning on to a discussion of strategic issues.

This is certainly not an approach for those looking for the quick fix. But for organisations seeking to create a more dynamic and pro-active culture, in which the executive team can deal with problems at their most fundamental level, the disciplines of dialogue and skilful discussion offer much promise.

References

[1] Schein, E.H., Organizational Culture and Leadership, Jossey-Bass, 1985

[2] Senge, P., The Fifth Discipline, Doubleday, 1990

[3] Argyris, C., Overcoming Organizational Defenses, Allyn and Bacon, 1990.

[4] Hamel, G. and Prahalad, C., Competing for the Future, Harvard Business Review, July-August 1994.

[5] Senge, P. and others, The Fifth Discipline Fieldbook, Currency Doubleday, 1994.