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Using Action Learning to Develop Shared Leadership Skills ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Leadership in Flux ,[object Object],[object Object],[object Object],[object Object]
Leadership Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Changes in Leader/Follower  Relationships
Shared Leadership Meets Action Research Craig L. Pearce
What is Shared Leadership? “ We define shared leadership as a dynamic, interactive influence process among individuals in groups for which the objective is to lead one another to the achievement of group or organizational goals or both. The key distinction between shared leadership and traditional models of leadership is that the influence process involves more than just downward influence on subordinates by an appointed or elected leader.”  Pearce, C.L. & Conger, J. A. (2003). Shared Leadership.   Sage Publications.
Vertical Influence Vertical & Lateral Influence Directive Transactional Transformational Empowering Lateral Influence Directive Leadership (controlling & directing) Social Exchange/ Transactional leadership (motivating) Transformational Leadership (inspiring) Empowering (enabling) Amount of Vertical Leadership Vertical Influence
Our Initial Research Evidence ,[object Object],[object Object],[object Object],[object Object]
Action Research and Shared Leadership ,[object Object],[object Object],[object Object],[object Object]
Shared/Collaborative Leadership ,[object Object],(Raelin, 2006) It is not a leap of faith to view leadership as something that an entire community does together. In such a setting, everyone is challenged to learn; no one needs to stand by in a dependent capacity. Accordingly, organizational members willingly seek feedback, openly discuss errors, experiment optimistically with new behaviors, reflect mutually on their operating assumptions, and demonstrably support one another.
Shared Leadership Skills ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Leadership Development Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],
Using Questions to Develop Shared Leadership Michael J. Marquardt World Institute for Action Learning George Washington University
Components of an  Action Learning Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Elements of action learning that build shared leadership ,[object Object],[object Object],[object Object],[object Object]
Development of Shared Leadership Competencies via the Learning Coach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions from the Coach for Developing Leadership Competencies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How questions from members and coach builds shared leadership ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Developing Shared Leadership Practices Through Action Learning Projects Cindy McCauley and Patricia O’Connor Academy of Management August, 2007
Leadership Beliefs and Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Center for Creative Leadership
Action Learning Leadership Projects (ALLP) ,[object Object],[object Object],[object Object],[object Object],[object Object],Center for Creative Leadership
What capabilities do ALLP teams develop to support shared leadership practices? ,[object Object],[object Object],[object Object],[object Object],[object Object],Center for Creative Leadership
Can ALLP teams generate direction, alignment, and commitment for solutions that address a complex organizational issue? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Center for Creative Leadership
Can ALLP teams generate direction, alignment, and commitment for solutions that address a complex organizational issue? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Center for Creative Leadership
Action Learning and Organization Development & Change Academy of Management August 7, 2007  Philadelphia  Arthur M. Freedman, Ph.D. >>> World Institute for Action Learning <<< >>> Freedman, Leonard, & Marquardt <<< >>> NTL Institute <<<
Action Learning (AL)  can stand alone  as a powerful intervention that can satisfy multiple organizational needs. Synergy can be achieved by integrating AL  with  Leadership Development (LD)  and Organization Development & Change (OD&C)  programs. My focus today is on the integration of AL with OD&C
Organization Development & Change ,[object Object],Cummings, T. G., & Worley, C. G. (2005).  Organization development & change, 8th edition . Mason, OH: Thomson/South-Western.
Action Learning ,[object Object],Marquardt, M. J. (2004).  Optimizing the power of action learning: Solving problems and building leaders in real time . Palo Alto, CA: Davies-Black.
Both OD&C and AL are most appropriate when client organizations must  develop executives  while also dealing, creatively and effectively, with  critical, unprecedented, discontinuous issues  where there are  ambiguous goals  and  uncertain pathways  for creating “solutions” in  real time
Richard Beckhard & Reuben T. Harris (1987),  As interpreted by Arthur M. Freedman FUTURE STATE TRANSITION  STATE MACRO- PLANS   WHY  CHANGE? CURRENT  STATE ONE VERSION OF THE ORGANIZATION DEVELOPMENT & CHANGE PROCESS
FUTURE STATE MACRO- PLANS   WHY  CHANGE? CURRENT  STATE A C B D Create one Action Learning Team for each high priority issue
B Future State Current State Review & Approve Execute Implementation Plans TRANSITION  STATE Project Integration or Coordination Team Micro Plans The Basic Change Process is  Scalable  – from Incremental and Local to Transformational and Systemic
Context & Purpose MICRO PLANS COMPLETE DESIRED STATE ACHIEVED (Completed Execution of Micro-Plans) ASSUMPTIONS: >> Implementation plans will be executed within budget & on time  >> Every contingency has been anticipated & built into the plan  >> Everyone will cooperate  >> Everything will work as planned >> Command/control project management is effective and appropriate “ REASONABLE” EXECUTION OF IMPLEMENTATION PLANS
Realistic Execution Based on Lewin (1948) Re-evaluate Purpose, Plan & Assumptions ,[object Object],[object Object],[object Object],CURRENT STATE (Goals & Plans Complete) “ Reasonable,” Idealized Execution of DESIRED STATE (Complete Execution) The Action Research Method Applied to  Implementation  Phase Evaluate Impact Diagnose Root Causes PREDICTABLE SURPRISES   often force implementers to modify their plans and goals Act
PREDICTABLE SURPRISES Realistic Execution Based on Lewin (1948) Context & Purpose Diagnose Act Evaluate Plan Plan Evaluate Act Diagnose Diagnose Plan Act CURRENT STATE (Goals & Plans Complete) “ Reasonable,” Idealized Execution of Implementation Plans DESIRED STATE (Complete Execution) The Action Research Method Applied to  Implementation  Phase
Predictable Surprises They know they  will  occur but we cannot predict  what  they will be When they do occur: >> Convene a Special Action Learning Team (SALT) composed of one member of each AL team and one AL Team Coach >> Set time limit for SALT recommendations >> Original AL Teams continue while maintaining open boundary to interactions with the SALT
[object Object],[object Object],[object Object],[object Object],[object Object]
A B C D SALT 1 2 5 3 6 4 SALT members inform, gather information, and coordinate activities with AL teams (A-D) and relevant stakeholders (1-6) BOUNDARY MANAGEMENT
Unexpected Events Realistic Execution Based on Lewin (1948) Context & Purpose Diagnose Act Evaluate Plan Plan Evaluate Evaluate Act Evaluate Plan Evaluate Diagnose Diagnose Act Act Diagnose Plan Evaluate Diagnose Plan Act CURRENT STATE (Goals & Plans Complete) “ Reasonable,” Idealized Execution of Implementation Plans DESIRED STATE (Complete Execution) The Action Research Method Applied to  Implementation  Phase
Benefits derived from OD&C + AL ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Building Rigor Into Developing  Shared Leadership: Design Features  for Action Learning Approaches Jay Conger and Susan Murphy  Kravis Leadership Institute  Claremont McKenna College  Academy of Management Meetings  August 7, 2007
Is Action Learning the Right Vehicle for Learning Shared Leadership? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Is Action Learning the Right Vehicle for Learning Shared Leadership? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Critical Design Features: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Critical Design Features: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Critical Design Features: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions and Discussant ,[object Object]

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Shared leadership skills

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  • 5. Shared Leadership Meets Action Research Craig L. Pearce
  • 6. What is Shared Leadership? “ We define shared leadership as a dynamic, interactive influence process among individuals in groups for which the objective is to lead one another to the achievement of group or organizational goals or both. The key distinction between shared leadership and traditional models of leadership is that the influence process involves more than just downward influence on subordinates by an appointed or elected leader.” Pearce, C.L. & Conger, J. A. (2003). Shared Leadership. Sage Publications.
  • 7. Vertical Influence Vertical & Lateral Influence Directive Transactional Transformational Empowering Lateral Influence Directive Leadership (controlling & directing) Social Exchange/ Transactional leadership (motivating) Transformational Leadership (inspiring) Empowering (enabling) Amount of Vertical Leadership Vertical Influence
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  • 13. Using Questions to Develop Shared Leadership Michael J. Marquardt World Institute for Action Learning George Washington University
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  • 19. Developing Shared Leadership Practices Through Action Learning Projects Cindy McCauley and Patricia O’Connor Academy of Management August, 2007
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  • 25. Action Learning and Organization Development & Change Academy of Management August 7, 2007 Philadelphia Arthur M. Freedman, Ph.D. >>> World Institute for Action Learning <<< >>> Freedman, Leonard, & Marquardt <<< >>> NTL Institute <<<
  • 26. Action Learning (AL) can stand alone as a powerful intervention that can satisfy multiple organizational needs. Synergy can be achieved by integrating AL with Leadership Development (LD) and Organization Development & Change (OD&C) programs. My focus today is on the integration of AL with OD&C
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  • 29. Both OD&C and AL are most appropriate when client organizations must develop executives while also dealing, creatively and effectively, with critical, unprecedented, discontinuous issues where there are ambiguous goals and uncertain pathways for creating “solutions” in real time
  • 30. Richard Beckhard & Reuben T. Harris (1987), As interpreted by Arthur M. Freedman FUTURE STATE TRANSITION STATE MACRO- PLANS WHY CHANGE? CURRENT STATE ONE VERSION OF THE ORGANIZATION DEVELOPMENT & CHANGE PROCESS
  • 31. FUTURE STATE MACRO- PLANS WHY CHANGE? CURRENT STATE A C B D Create one Action Learning Team for each high priority issue
  • 32. B Future State Current State Review & Approve Execute Implementation Plans TRANSITION STATE Project Integration or Coordination Team Micro Plans The Basic Change Process is Scalable – from Incremental and Local to Transformational and Systemic
  • 33. Context & Purpose MICRO PLANS COMPLETE DESIRED STATE ACHIEVED (Completed Execution of Micro-Plans) ASSUMPTIONS: >> Implementation plans will be executed within budget & on time >> Every contingency has been anticipated & built into the plan >> Everyone will cooperate >> Everything will work as planned >> Command/control project management is effective and appropriate “ REASONABLE” EXECUTION OF IMPLEMENTATION PLANS
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  • 35. PREDICTABLE SURPRISES Realistic Execution Based on Lewin (1948) Context & Purpose Diagnose Act Evaluate Plan Plan Evaluate Act Diagnose Diagnose Plan Act CURRENT STATE (Goals & Plans Complete) “ Reasonable,” Idealized Execution of Implementation Plans DESIRED STATE (Complete Execution) The Action Research Method Applied to Implementation Phase
  • 36. Predictable Surprises They know they will occur but we cannot predict what they will be When they do occur: >> Convene a Special Action Learning Team (SALT) composed of one member of each AL team and one AL Team Coach >> Set time limit for SALT recommendations >> Original AL Teams continue while maintaining open boundary to interactions with the SALT
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  • 38. A B C D SALT 1 2 5 3 6 4 SALT members inform, gather information, and coordinate activities with AL teams (A-D) and relevant stakeholders (1-6) BOUNDARY MANAGEMENT
  • 39. Unexpected Events Realistic Execution Based on Lewin (1948) Context & Purpose Diagnose Act Evaluate Plan Plan Evaluate Evaluate Act Evaluate Plan Evaluate Diagnose Diagnose Act Act Diagnose Plan Evaluate Diagnose Plan Act CURRENT STATE (Goals & Plans Complete) “ Reasonable,” Idealized Execution of Implementation Plans DESIRED STATE (Complete Execution) The Action Research Method Applied to Implementation Phase
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  • 41. Building Rigor Into Developing Shared Leadership: Design Features for Action Learning Approaches Jay Conger and Susan Murphy Kravis Leadership Institute Claremont McKenna College Academy of Management Meetings August 7, 2007
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