End-of-Year Journey Mapping: How my 2020 Went and How 2021 Is Looking

Four years ago, I started organizing a small end-of-year gathering with other Bay Area collaboration practitioners to celebrate and make meaning of the year together. We would spend the first few hours of our session mapping how our individual years went using an exercise called Journey Mapping, then we would share our respective stories with each other and toast the end of the year with libations and snacks. It was a lovely ritual, and it became an annual tradition.

This past year, we couldn’t do a face-to-face gathering due to the pandemic, so we decided to do it remotely instead. Going remote had three wonderful benefits. We were able to divide it into two sessions, which netted us more time. We were able to invite more people, including folks who lived outside of the Bay Area. And, it was a good kick-in-the-pants for me to write up the exercise so that others could organize their own gatherings. (Several folks did, which made me incredibly happy.)

Journey Mapping is a quick way of visually telling the story of a project’s highs and lows over a bounded timeline. (Product managers may be familiar with customer journey mapping, which is similar in spirit, but different in practice.) You can do the exercise on your own, but it’s nicer in a group setting, even when everyone is doing it for themselves (as we do in our end-of-year ritual). It’s like working out with a buddy — you’re more likely to do it if others are doing it with you, and it’s a wonderful way to support each other and build community. When you do it as a group on a shared project, it serves as a fantastic tool for making meaning together and for discussing and developing shared narratives. I often use it as a ritual for teams to celebrate, mourn, learn, and transition.

How you do the exercise is not as important as simply making time to reflect regularly. The more you do it, the more you’ll understand how best to adjust it for your specific situation. That said, Journey Mapping has three attributes that I think are particularly powerful.

First, it contextualizes your work in your overall life. The toolkit specifically asks you to map highs and lows both professionally (or with a specific project) and personally. In a team setting, the tendency is to skip the personal brainstorming, especially when you have limited time. Sometimes, this is warranted. However, you lose a lot when you do this. Several years ago, I did this exercise with a startup’s leadership team, which was struggling mightily with interpersonal dynamics. Earlier that year, they had been running out of money, and they weren’t sure they would be able to raise another round of investments. Not surprisingly, that was a low point professionally for everyone. At the same time, one of the leaders had also been dealing with a family tragedy and the dissolution of a relationship. The rest of the team never knew about this and only found out about this through the Journey Mapping exercise. Learning about their teammate’s personal struggles many months after the fact caused them to re-examine how they viewed their behavior during that time, leading to greater empathy, a little regret, and ultimately forgiveness.

Second, the Journey Mapping exercise asks you to list the highs and lows from memory first, then to review your calendar, journal, and other artifacts and add anything you might have forgotten. This reminds you that what you might be feeling and remembering in the moment is rarely the whole story and that there may be lessons to harvest or things to celebrate that are worth revisiting. It also reminds us of the importance of having and reviewing artifacts.

Third, the Journey Mapping exercise encourages you to take your somewhat structured set of sticky notes and create meaningful art out of it. For example, these were the sticky notes that I created for my 2020 (using Sticky Studio):

and this was my artistic rendition:

This part of the exercise almost always gets short shrift. We often treat art as optional — nice, but not necessary. Doing this end-of-year ritual with my colleagues the past four years has helped me realize that this is a mistake, not just with Journey Mapping, but with many of my exercises. Practically speaking, when you create something that’s beautiful, you’re more likely to look at it again. More importantly, the act of creation leads to an understanding that’s far deeper and more meaningful than a set of sticky notes can convey.

You can get a taste of what I mean by looking at the art that some of my colleagues created:

Everybody chose to tell their story differently, from emphasizing specific themes (e.g. needing space, “re-“ words) to capturing a larger metaphor (e.g. tree, river). My colleague, Catherine Madden, organized her year into five categories and wove her story into the tapestry on the right — you can read more about her story and process here. Seeing what people created and listening to their stories were incredibly moving. I will remember those stories in a way that I don’t think would have been possible if they had simply told them or shared their sticky notes. Moreover, I don’t know that they would have told the stories the way they did if they had not had the chance to create this art.

My 2020

The personal backdrop for my 2020 was — like everyone’s — all about the pandemic. I was incredibly fortunate to be healthy and safe and not to lose anyone to COVID-19. So many people were not that lucky. The numbers are staggering — 2.2 million deaths worldwide so far, 450,000 in the U.S alone. (For comparison, 400,000 Americans died in World War II.) What made it all the more heartbreaking — especially for someone whose purpose is to help society collaborate more effectively — was how divided and misaligned we were in these trying times.

I was way luckier than most, but pandemic life was still hard. I spent the spring simply trying to cope. Like many people, one mechanism I tried was growing plants. I found a wilted mint sprig in the back of my refrigerator, which I rooted in water for several weeks, then transferred to a pot. I observed and documented the process every day, occasionally sharing what I saw on Instagram. My partner, amused by the loving care I was showing my plant, named it, “Mo.” I was awed by how resilient my mint was, and I was also surprised how gratifying this simple, regular practice of paying attention to Mo Mint felt.

Resilience. Paying attention. These became recurring themes both personally and professionally. I went into 2020 hoping that I could spend 30 percent of my time on coaching and training individual collaboration practitioners. I felt that this would be the best path to maximizing my impact, and it’s also where I felt the most energy and joy. A third of the way into the year, as the lockdowns were starting, it was clear that I wasn’t getting enough traction to hit that number.

I also went into 2020 adamant that I would only take on organizational clients willing to try my muscle-building approach to addressing their challenges. Convincing clients to do this has always been difficult, but my yield in the first half of 2020 was even lower than what it usually was. In an interesting twist, both the pandemic and the racial unrest created demand around collaboration practitioners who could help with remote work and equity work. However, most of the prospects who came my way were more interested in quick fixes than the kind of deep work that real change requires.

Grappling with those two things in concert was hard enough. Doing so during a pandemic was even harder. Paying attention and focusing on resilience made all the difference in the world.

The previous year, I had started to experiment with video as a way to better communicate my frameworks and practices, and I had more ideas and partially written scripts than time to produce them. Several conversations I had been having with colleagues inspired me to revisit one of these videos, Acting Strategically, which I published in April.

The response was universally positive, with many people asking me, “What would it look like for me or my organization to do this?” This led me to dust off some workouts I had developed over the years and start piloting them with colleagues and friends. The pilots performed well, and I loved doing them. I started preparing an “official” offering for late 2020, when something unexpected happened. Focusing on strategy was helping prospective organizational clients understand my workout approach in a way that had failed to click otherwise. Even when it was clear that they needed to focus on areas other than strategy, because they were better primed for this approach, they were more open to using workouts to address other aspects of collaboration.

By late summer, I found myself doing workouts with several organizational clients. It was gratifying and generative, but it was also taking my energy away from my individual practitioner offerings. I was conflicted, but I ultimately decided to go with where the demand was taking me and to hold off on my individual offerings indefinitely.

Looking Forward and Backward and Forward Again

Doing the Journey Mapping this past December had one more interesting twist. A few years earlier, Catherine Madden had suggested doing the exercise as a way of looking forward, not just looking back. At the beginning of 2020, I decided to try her suggestion, drawing what I imagined my professional curve might look like at the end of 2020. Here’s what I drew:

It was fascinating to compare this with how my year actually went. I had imagined a choppy beginning with a gradual upward trend, and I wasn’t completely wrong. However, the choppiness ended up being twice as long with an overall downward trajectory, there was never any “big” win, and while my year did end on an higher note, it wasn’t as high as I had hoped.

Still, as with all scenario work, the goal wasn’t prediction, it was to prepare for possibilities. Because I had imagined that my year would be choppy initially, I was mentally and emotionally prepared when that turned out to be true. I had also adjusted my strategic goals accordingly, so even though they ended up being off, they were not as off as they probably would have been otherwise. Finally, because I had written it all down, I had something to look at and reflect on at the end of the year.

I am determined to do this exercise again for 2021, but it’s already February. I’m about two months behind where I usually am in terms of planning, and I find myself more unmoored than I’ve been since starting this Faster Than 20 experiment seven years ago. I’m trying to be compassionate with myself. Last year was not normal, and while there are some positive signs, we’re not out of the woods yet, and there’s still a lot of uncertainty moving forward. I’m still excited about providing workouts, coaching, and community for collaboration practitioners. I have a set of clients I’m currently supporting, I have some ideas of what I want to offer individual practitioners later this year, and I will undoubtedly continue to experiment. Beyond that, I just don’t know.

What I do know is that rituals, community, and time to reflect matter. I am always grateful for my peers and our end-of-year gathering, but I feel especially so now. I hope many of you find Journey Mapping valuable as well.

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What I’ve Learned About Building Collaboration Muscles

It’s now been seven years since I first started exploring a simple hypothesis:

  • Collaboration is a muscle (or, rather, a set of muscles)
  • You strengthen these muscles by exercising them repeatedly (i.e. practice)

Our current orientation toward collaboration is knowledge-centric, not practice-centric. No one expects anyone to get good at playing the guitar by handing them a book or sending them to a week-long “training,” yet somehow, this is exactly how we try to help folks get better at communicating or navigating hairy group dynamics.

I’ve spent the past seven years trying to change this. I’m currently on the fifth iteration of my experiments, which I’m currently calling Collaboration Gym. The other iterations (slightly out of order) were:

  1. Changemaker Bootcamp (2013)
  2. Collaboration Muscles & Mindsets (2014-2015)
  3. Habits of High-Performing Groups (2018-present)
  4. “Personal” Training for Organizations (2016-present)
  5. Collaboration Gym (2020-present)

I’ve failed a lot and learned a ton with each iteration, and I thought it would be fun to summarize what I’ve been learning here. I’ve also been having provocative conversations with Sarna Salzman and Freya Bradford about what a Collaboration Gym (or, in their case, a “Systems Change Dojo”) might look like in their community of Traverse City, Michigan. We’ve stayed mostly big picture so far, but recently decided that it was time to get real and specific. With their permission, I’ve decided to do my thinking out loud so as to force me to write down these scattered thoughts and also get some early feedback from a broader set of folks. That means you, dear reader! Please share your thoughts in the comments below.

Changemaker Bootcamp (2013)

The first iteration of this experiment was Changemaker Bootcamp, a face-to-face workout program that met for two hours every week for six weeks. I designed a series of exercises focused on developing muscles I considered to be critical for effective collaboration, such as listening actively, asking generative questions, navigating power, and having challenging conversations.

My participants — all of whom enrolled individually — generally found the exercises valuable and appreciated the practice-orientation. They also got along well with each other and valued the peer feedback. I designed the workouts to feel like physical workouts, only without the sweating and exhaustion. They consisted of warmups followed by intense exercises, with “just enough” explanations for why we were doing what we were doing. Most found the experiential emphasis refreshing. A few found it slightly dissatisfying. Even though they trusted me, they still wanted me to explain the why of each workout in greater detail.

These initial pilots helped me test and refine my initial set of workouts, and they also helped build my confidence. However, there were three key flaws.

  1. We weren’t repeating any of the exercises. In order to do this, I needed more of my participants’ time and I needed to focus my workouts on just a few core muscles.
  2. I needed an assessment. This would help me figure out the muscles on which to focus, and it would also help participants sense their progress.
  3. I was having trouble explaining the specific value and impact of this kind of training to people who didn’t already know and trust me.

Collaboration Muscles & Mindsets (2014-2015)

I tried to address these flaws in my next iteration, Collaboration Muscles & Mindsets. I almost tripled the length of the program from six to 16 weeks to create more space for repetition and habit-building. I created an assessment that folks would take at the beginning and at the end of the program, which helped me focus the workouts and also enabled the group to track their progress. Finally, I made it a cohort training rather than a program for individuals, which also helped with focus.

I also shifted the trainings from face-to-face to a remote, decentralized model, where I paired people up and made them responsible for scheduling their workouts on their own. After each workout, folks would share one takeaway on an online forum. This created group accountability by signaling that they were doing the workouts, but it itself was also a workout focused on muscles for sharing early and often. Every four weeks, everyone would get together for a full group workout.

Not being face-to-face meant I couldn’t (easily) do somatic workouts and that the instructions had to be clear and compelling. Not leading the pair workouts meant that I couldn’t make real-time adjustments. These constraints forced me to be more rigorous in designing and testing my workouts. In return, doing them remotely made it easier to participate and shifted agency away from me to the participants, which was in line with my desire to de-guru-fy this work.

I consistently faced early resistance from folks about the time commitment. I tried to explain that the workouts were in the context of the work that they were already doing, so they weren’t actually doing anything “extra,” but reception to this was mixed. Even though people got the metaphor around practice and working out, they didn’t have their own felt experiences around what this might look like, which made my description of the program feel abstract.

In the end, I asked participants to trust me, explaining that they would be believers after a few weeks. Most folks are hungry to talk about their work with someone who will empathize, be supportive, and offer feedback. Talking with the same person regularly enables people to get to the point faster, because their partners already know the context. Even if folks ignored my instructions entirely and just talked, I knew that they would get value out of simply having regular conversations with other good people.

This almost always turned out to be true. After the first week of workouts, folks would generally report having an excellent conversation with their partner. After about six weeks, people would often start saying that their workouts with their partners were the highlights of their week. Even though people generally had a felt sense of progress by the end of the program, they especially loved the final assessment, because they could point to and talk about the progress they had made in a concrete way.

Collaboration Muscles & Mindsets was a vast improvement over Changemaker Bootcamp, but people were still not practicing enough to see the kinds of dramatic, persistent improvement I wanted to see. I needed to focus the workouts even more and find ways to get people more repetitions.

I was also still having trouble explaining how doing these workouts would lead to the promised impacts. People understood the theory, but without felt experience, it felt too abstract. If you think about it, telling folks who are out-of-shape that they could be running a 5K in two months simply by running a little bit every day also feels abstract and far-fetched. The reason people are willing to believe this, even without felt experience, is that they know that many others have done it successfully. I probably need to get to the same place before folks truly believe the story I’m telling about collaboration muscles and practice.

Habits of High-Performing Groups (2018-present)

In 2018, I decided to shift the frame of my trainings to focus on four habits of high-performing groups:

Throughout the course of my work with groups of all shapes and sizes, I noticed that the best-performing groups do all four of these things consistently and well. These also serve as keystone habits, meaning that doing them regularly often unlocks and unleashes other important muscles and habits. Regularly trying to align around anything, for example, forces you to get better at listening, synthesizing, and working more iteratively. Only having four habits made focusing my workouts much easier.

My monthly Good Goal-Setting Peer Coaching Workshops was an attempt to help people strengthen their muscles around the first habit — aligning around success. Participants were asked to fill out a Success Spectrum before the workshop, then they got two rounds of feedback from their peers and optional feedback from me afterward. People could register for individual workshops, or they could pay for a yearly subscription that enabled them to drop into any workshop. The subscription was priced low to incentivize regular attendance.

Almost 30 percent of registrants opted for the subscription, which was wonderful. However, only 40 percent of subscribers participated in more than one workshop, even though their evaluations were positive, which meant that the majority of subscribers were essentially paying a higher fee for a single workshop. One subscriber didn’t show up to any of the trainings, which made my gym analogy even more apt.

Another subscriber attended four trainings, and watching her growth reaffirmed the value of this muscle-building approach. However, not being able to get more folks to attend more regularly — even though they had already paid for it — was a bummer.

I think I could leverage some behavioral psychology to encourage more repeat participation. One trick I’m keen to try is to have people pay a subscription fee, then give them money back every time they attend a workout. I also think cohort models, like Collaboration Muscles & Mindsets, are better at incentivizing more regular attendance.

The most negative feedback I got from these trainings was that some participants wanted more coaching from me as opposed to their peers. I designed these trainings around peer coaching as part of my ongoing effort to de-guru-fy this work. Just like working out with a buddy can be just as effective for getting into shape as working out with a personal fitness instructor, I wanted people to understand that making time to practice with anyone helps develop collaboration muscles. Still, I think there’s an opportunity to strike a better balance between peer feedback and feedback from me.

In this vein, this past year, I started offering Coaching for Collaboration Practitioners as a way to help leaders and groups develop the four habits of high-performing groups. This has been my most effective muscle-building approach to date, which makes me somewhat ambivalent. On the one hand, I’m glad that acting as a personal trainer is effective at getting people to work out. On the other hand, not everyone can afford a personal trainer. We need more gym-like practice spaces if we’re going to help folks at scale.

“Personal” Training for Organizations (2016-present)

Finally, over the past five years, I’ve been experimenting with customized organizational workouts focused on specific needs, such as strategy and equity.

I’ve found decent success at convincing potential clients to let me take a muscle-building approach toward their work. For example, rather than help a client develop a strategy, I will lead a client through a series of workouts designed to strengthen their muscles for acting strategically. Still, I often have to strike a tricky balance between more traditional consulting and this workout approach.

I’ve gotten much better at striking this balance over the years. In the early days, I tried partnering with other consultants to handle the more traditional work so that I could focus on the training. That almost always failed, especially with more established partners, because they didn’t fully get and believe in my approach, and in the struggle to find the right balance, the workouts would usually fall by the wayside.

Working by myself allowed me to be more disciplined in my approach, but I still struggled to maintain the right balance, and I failed a lot. I feel like I’ve only begun to turn the corner in the past few months. One thing that’s helped is getting much clearer about what clients need to already have in place in order for the muscle-building approach to succeed, specifically:

  • Alignment around the what, why, and how
  • Structures, mindsets, and muscles to support their work

For example, attempting to help a group develop muscles when they don’t have the right structures in place can cause more harm than good. To help demonstrate what happens when you’re missing one of these critical ingredients, I created a model inspired by the Lippitt-Knoster Model, to which Kate Wing introduced me:

Alignment Structures Mindsets Muscles = Performance
Alignment Structures Mindsets Muscles = Confusion

“Why are we doing this?!”
Alignment Structures Mindsets Muscles = Frustration

“We can’t succeed in these conditions.”
Alignment Structures Mindsets Muscles =

Resistance

“I don’t want to be doing this.”
Alignment Structures Mindsets Muscles =

Anxiety

“We’re not capable of doing this.”

Collaboration Gym and Future Iterations

I’m mostly resigned to more “personal training” work, if only to accumulate more Couch-to-5K-style success stories, so that people can develop more faith in the muscle-building approach. (If you or your organization would like to hire me for coaching or to design a custom workout program, drop me an email.) But I continue to be committed to experimenting with more scaleable and affordable approaches to muscle-building than hiring personal trainers. I’m hoping to unveil the Collaboration Gym early next year, and I’ve already successfully piloted a number of new workouts that will be part of it.

Epic success for me is to see others participate in similar experiments on their own and to share what they learn. A Collaboration Gym is only useful if there are lots of gyms all over the place. I give away all of my intellectual property so that others can copy and build on it, and I will continue to share my learnings here to further encourage replication.

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Doing “More” Is a Terrible Goal

When I was in my early 20s, I used to play pickup basketball with a guy who was 20 years older than me, but didn’t look it. He was in superb shape, and he never seemed to get injured. At one of our games, I sprained my ankle, and when I was healthy enough to return, I asked him if he had any rehab tips. "Yoga," he replied. He hadn't sprained his ankle in over ten years, which he attributed to his yoga practice.

I was intrigued, but never seemed to get around to trying it. It took me another ten years before I took my first yoga class. It was hard, it felt great, and I could see the value of making it a regular practice. But I never did, and I was totally okay with that.

Now I’m in my mid-40s. My partner is an avid yoga practitioner, so I’ve been doing it more often too — at least once a month. As someone who likes to push myself, I used to chuckle when my instructors would encourage us to do the opposite, to appreciate where we were and to celebrate that we were doing something rather than strain to do more and possibly hurt ourselves along the way. It was the opposite of how I was used to doing things, but I ended up embracing this kinder, gentler mentality. Frankly, if this weren’t the culture, I would probably never do yoga at all. Which is the point!

Here’s the thing. The last few years, I’ve done yoga more than I ever have, but I’m not noticeably stronger or more flexible. In fact, I’m pretty sure I’m less flexible. The yoga has almost certainly slowed my deterioration, and it’s undoubtedly had other positive effects as well. However, if I want to counter or even surpass the impact of age and lifestyle, once a month clearly won’t cut it.

High-performance is a choice. It’s okay not to make that choice (as I have with yoga and my overall flexibility), but it’s helpful to be honest with yourself about it. If you’re the leader of a group, it’s not just helpful, it’s critical, because saying one thing and behaving differently can end up harming others, even if your original intentions were sincere. I have seen this play out with groups my entire career, and I’m seeing it play out again in this current moment as groups struggle with their desire to address their internal challenges around racial and gender equity.

The root of the problem is lack of clarity and alignment around what success looks like. A good indicator of this is when leaders say their groups should be doing “more,” without ever specifying how much. What do you actually mean by “more”? If you have a yoga view of the world, then “more” might imply that whatever you end up doing is fine, but not necessary. You’re not holding your group or yourself accountable to the results. If this is indeed what you mean, then it’s better to make this clear. (With the Goals + Success Spectrum, you can do this by putting it in the Epic column.)

If this isn’t what you mean, then you run the risk of doing harm. People project what “more” means to them, which leads to contradictory expectations, working at cross-purposes, and toxicity. Worse, people’s definitions can shift over time. When this happens, the person with the most power gets to decide whether or not the group is succeeding or failing, and ends up doling out the consequences accordingly.

A team can’t perform if the target is obscure and constantly moving. Furthermore, if someone is already being marginalized in a group, a system like this is only going to further marginalize them. It’s also natural to question a group or leader’s sincerity when they aren’t holding themselves accountable to clear goals.

Instead of saying “more,” groups and leaders should practice asking, “how much?” How much more revenue are you trying to make? How much more equitable are you trying to be? How much more collaborative are you trying to be? What exactly does success look like to you? Most importantly, why? Why is it important to make this much more revenue, or to get this much more equitable or collaborative?

Your answers to these questions will help you understand whether or not your strategies and even your goal make sense. If your goal is to stay in shape, then running a few miles a week might be enough. If your goal is to run a marathon, then running a few miles a week isn’t going to get you there. If you don’t want to run more, maybe it’s better to prioritize staying in shape over running a marathon.

One of my favorite tools to use with groups is the Behavior Over Time graph. Once a group has articulated what “how much” success looks like, I ask them to draw a graph, where the X-axis is time and the Y-axis is the success indicator you’re tracking. I then ask them to put the current date in the middle of the X-axis and to graph their historical progress. Finally, I ask them to graph their best case scenario for what the future might look like if they continue doing what they’re doing.

For example, if my goal is to run a marathon by November, but I’m only running a few miles a week, my Behavior Over Time graph might look like this:

The gap between the best case scenario and where I want to be is a signal that I either need to do something differently or change my goal. However, someone else might have a different hypothesis for what the best case scenario is:

The goal of all this is not to rigidly quantify everything, nor is it to analyze your way to a “definitive” answer. The goal is to make your mental models and theories of change explicit, so that you and others can talk about them, align around them, test them, and either hold yourself accountable or openly and collectively adjust your goals as you learn.

Getting concrete about “how much” is a lot harder than simply saying, “more.” You might think you can do everyone a favor by keeping things ambiguous, but what you’d actually be doing is exacerbating toxic power dynamics, where everyone is left guessing what the goal actually is and starts operating accordingly.

The way around this is to do the hard work while applying the yoga principle of self-compassion. When you don’t achieve a goal, I think most of our defaults is to be hard on ourselves. The challenge and the opportunity is to re-frame success so that it’s not just about the goal, but about both the goal and the process. If you’re doing anything hard or uncertain, failure is inevitable. What matters is that you fail enough so that you have the opportunity to find success. Holding ourselves accountable to goals is important, but celebrating our hard work and stumbles along the way is equally so.

Photo by Eun-Joung Lee.

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Do the Work

It’s been one month since a white police officer in Minneapolis murdered George Floyd, a 46-year old Black father of five. I’ve found the subsequent response remarkable for its intensity, unprecedented diversity, and impact. While I’m moved by how many people and organizations seem genuinely compelled to act, I’m also vexed by some of the rhetoric around what “doing something” actually means.

Woke theatre aside, I get that it’s hard to know what to do or how. I can see how easy it is to be overwhelmed by the enormity of wanting to eradicate 400 years of structural and cultural racism or by the fear of doing or saying the “wrong” thing. Fortunately, there are a lot of resources out there, and folks have been circulating them with abandon. While many resonate with both my personal and professional experience, I’ve found several to be questionable or worse, and I can’t help feeling like most of this resource sharing misses the point. You can’t just work your way through a listicle and solve racism.

This work is hard, but maybe not in the way most of us think it is. The muscles required to create a more equitable society are the same ones needed to be skilled collaboration practitioners, and they can only be developed through practice and repetition. The key is to focus on the right things and to do them over and over again. The devil, of course, is in the details, and I want to riff on those here.

But first, I want to tell two stories. The first is about data, narratives, and human psychology.

According to the Mapping Police Violence database, 91 people have been killed by police in the 38 days since George Floyd’s murder. Nineteen of them (21 percent) were Black, a slight decrease from the overall percentage over the past eight years (25 percent). Thirty-two of the 91 killed were white.

I read all of the news items documenting each of these 51 killings (not counting the 40 victims of other or unreported race). The vast majority of the victims were armed. Many were violent criminals — rapists, murderers. Several of the deaths were the result of shootouts, and some cops died as a result. A few cases of both Black and white victims raised my eyebrows, but there was nothing that felt as clearly wrong and overtly racist as George Floyd’s murder.

Reading about these 51 deaths left me feeling depressed, but not outraged. As I dove more deeply into these incidents, I couldn’t help wondering how I would have felt about racialized police violence if I had not been exposed to countless stories like George Floyd’s over the years, if my only exposure to police violence were accounts like the 51 articles I read.

It was a troubling thought, because of all the numbers that I mentioned and stories that I shared, there’s only one that really matters: that 25 percent of people killed by police are Black. Why does that number matter? Because only 14 percent of Americans are Black, which means that Black people are disproportionately killed by police by a big margin. Even if George Floyd or Breonna Taylor or Philando Castile or any of the many Black women and men who were definitively unjustly killed by police over the years had never happened, that 25 percent number would still be a clear indication of a racial disparity that needs to be addressed.

Therein lies the essential challenge. No one has ever looked at a number and taken to the streets. There are lots of mental hoops required to make sense of that number, to trust its implications, and then to get outraged by it. We’re seeing this play out right now with the massive racial disparity of COVID-19 deaths, which is killing far more Black and Latinx people than police violence, yet hasn’t resulted in large-scale public outrage. In a perfect world, it shouldn’t take a shocking video of a Black man being callously suffocated to death by a smug white police officer for folks to recognize that the system is racist, but for most of us, that’s exactly what it took.

Except that’s not quite the whole story either. As visceral as George Floyd’s death was, it still wouldn’t have had the impact that it did without the massive amount of work and resources that the Movement for Black Lives has invested in organizing, mobilizing, and collectively aligning around a policy platform over the past eight years. Contrary to how it may appear on the surface, the Movement for Black Lives isn’t just a hashtag. It’s also not a single organization with a clear hierarchy of decision-making and leadership. It’s a network full of leaders, organizations, and activists, some more visible than others, but every one of them playing a critical role. That makes it harder to understand, talk about, or fund.

Human beings love simple, emotional narratives. We need to accept this about ourselves and leverage it to motivate change. But once we allow ourselves to be moved, we also have to be willing to let go of these simple, emotional narratives and dive more deeply into the messy and far less compelling nuts and bolts of the work. Real change takes lots of hard work, the kind that most people are completely uninterested in hearing about or doing.

The second story I want to tell is about basketball.

When your team has the ball and is trying to score, one of the easiest ways to help your teammates is to set a screen. This consists of positioning your body so that it serves as a kind of wall that prevents the defender from chasing your teammate. If the defender sees it coming, they can try to dance around the screen, but that split second of separation is often enough to give your teammate an advantage. If the defender doesn’t see it coming, then it results in a collision, which usually hurts them a lot more than it hurts you.

If you’re defending, and you see the other team set a screen, all you have to do is yell, “Left!” or “Right!” depending on where the screen is relative to your teammate. At best, your teammates can adjust and eliminate the offensive advantage. At worst, you save a teammate from a painful collision. It is a simple and effective intervention that doesn’t require any special athletic abilities. All it takes is attention and communication.

Still, it’s not intuitive. Many players — even experienced ones — have to be told to “call out the screens,” often by a frustrated teammate who has just been flattened by one.

I find this fascinating. Basketball is a hard sport to learn and play. I’ve played it my whole life, and I’m still mediocre at the shooting and dribbling part, which require physical acumen. But I’m great at calling out screens, which simply requires me to talk. Why is it so hard for others? Why isn’t this the first thing that people learn how to do?

It turns out that being an ally is a muscle, and that developing that muscle takes practice.

A few weeks ago, I was on a check-in call for a network of Black activists and allies. On the first part of the call, folks shared a number of inspiring stories about some of the amazing work happening on the ground in Minneapolis and other places around the U.S. Themes around being invisible and the importance of reclaiming one’s own agency and not replicating existing power dynamics came up over and over again.

Afterward, we broke out into small discussion groups. I was in a group with four other people, including a moderator. None of us knew each other, so the moderator called on people, one-by-one, to introduce themselves, and he inadvertently skipped me. I waited several moments for someone — anyone — to point this out, but nobody did, and the group started diving into the discussion. I finally found a point to jump in, saying with a smile, “I have a thought, and while I’m at it, I’ll also introduce myself.”

The moderator profusely apologized, not just in the moment, but throughout the rest of the discussion. I was touched by how badly he clearly felt. It was fine, I knew it wasn’t intentional, and I would have been okay regardless. And everyone in the group was lovely. What really stuck out for me, though, was how no one else in the group noticed or said anything, especially after all of the talk beforehand about the importance of seeing each other, of being seen, and of being good allies.

I’ll say it again: This work is hard, but maybe not in the way most of us think it is. The muscles required to create a more equitable society are the same ones needed to be skilled collaboration practitioners, and they can only be developed through practice and repetition. The key is to focus on the right things and to do them over and over again.

I’ve worked with all kinds of groups over the years, including many social justice groups, and I’m constantly struck by how bad most of us are at the fundamentals. It’s why I’ve moved away from larger systems change projects and have focused my energies on training and coaching. If you’re trying to create a more equitable world, but you can’t even run an equitable meeting, much less an equitable organization, you’re focused on the wrong problem. Everything is connected. If we just stepped back and started with smaller, simpler (but by no means simple) challenges, giving ourselves plenty of permission to make mistakes along the way, we would be far more likely to make headway with the bigger, harder societal problems that so many of us care so much about.

Which brings me to the thing I really want to say to collaboration practitioners and organizations who want to contribute to a more racially just world. Urgency is the enemy of equity. If you really want to make a difference, start by slowing down.

All of the racial equity training in the world won’t make a lick of difference if you don’t have the mechanisms and the right mindsets in place to get clear and aligned about success, to adjust based on what you’re learning, and to hold yourselves accountable to your stated values. In many ways, these are the easiest things to implement, and yet they’re the things groups are most likely to skip. I can’t tell you how many groups have approached me over the years wanting to change their culture somehow, someway, and yet weren’t willing to schedule regular time to assess how they were doing. Frankly, most practitioners I know skip these steps too, and our impact suffers as a result. We get away with it, because no one holds us accountable to long-term success, and the status quo continues merrily on its way.

Earlier this year, I wrote about my six-year journey to learn how to slow down. I know how hard it is to change these habits, and I don’t want to suggest that what I did will work for everyone. All I know is that it matters, that it’s an affliction that infects many of us, and that you’re more likely to propagate than address inequity if you don’t figure out how to fix this. It won’t be worthy of a press release, but it’s more likely to result in the impact you want to have in the long run. Moreover, if enough of us do this, the right things will start to happen in society at large.

Update: I clarified the number of victims since George Floyd’s death (91) above, explaining that I focused on the Black and white victims (19 and 32 respectively, for a total of 51). Thanks to Travis Kriplean for the suggestion.

Illustration from Black Illustrations: The Movement Pack.

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Case Study: Designing and Facilitating a Small Nonprofit Board Retreat with Zoe Tamaki


Over the past two years, I helped designed and facilitate two annual board retreats for a small nonprofit with my colleague, Zoe Tamaki. I don’t typically do one-offs like this, but the executive director was a friend of mine, and I was looking for an excuse to work with and learn from Zoe. After last year’s retreat, Zoe and I sat down in front of a camera and discussed some things we learned from the experience and from each other, including:

  • The importance of designing with your stakeholders
  • When relationship-building trumps task work
  • How I handled a funky facilitation moment

I’d like to share stories like this more frequently, and I hope to explore other mediums in which to do this, especially video. I want to share a lot more about design, which contributes much more to the success of group process than facilitation. I especially want to talk about the harder stuff — the challenging moments or the stuff that flat out fails. Since my focus over the past few years has shifted to supporting and coaching other collaboration practitioners such as Zoe, I’m especially excited to be sharing things I’m learning from them.

Finally, I hope to inspire other practitioners to share stories from their work more frequently and without concern about polish. This work is hard. It’s better to show all the rough edges.

Many thanks to Zoe for doing this work with me and for being willing to candidly debrief it on camera afterward! As I think you’ll be able to tell from the video, it was super fun working with her.

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The Emperor Has No Clothes: Acting Strategically While Recovering from Process Trauma

A huge part of my job over the years has been helping groups recover from Process Trauma (and its ugly cousin Consultant Trauma). It’s caused when a group goes through some kind of process, such as strategic planning, and has a horrible experience. It almost always results in the group deciding never to pursue that process again unless they’re forced to, which exacerbates the trauma.

As empathetic as I am to Process Trauma, I am troubled that groups tend to give up on process rather than making adjustments and trying again. If I have a bad experience with a personal fitness trainer, I’m not going to give up on exercise as a path to getting healthier. Why do we do this with our work?

I think it’s because people often don’t understand why they’re going through a process in the first place. Instead of pressing for clarity, most folks accept it without questioning it. It’s the organizational version of the Emperor’s New Clothes. People assume that others must know better, or they’re intimidated by the terminology, and they give in.

Strategy work is rife with Process Trauma. However, strategy work matters because acting strategically matters. It’s the difference between systematically working toward your higher purpose and flailing in the weeds, trying to put out fires wherever you see them. It’s the difference between flowing in alignment with others and moving at cross-purposes. It’s the difference between success and failure.

I recently put together a short video where I explain what strategy is, how to develop good strategy, and how to build strong strategic muscles:

I hope this video helps people recover from Process Trauma while also clarifying why and how to do this work. I want to empower folks to speak up when the Emperor has no clothes. I want people to understand that skilled practitioners aren’t good at coming up with answers, but at helping the group ask and explore the right questions. I want people to understand that all good strategy is collective and emergent.

I also hope this video helps folks understand why tools like the Strategy / Culture Bicycle are designed the way they are and imagine alternative ways of using them. There’s no one right way to develop good strategy. It’s critical that groups approach it as something they need to figure out for themselves, which takes time and practice.

I would love to start a larger conversation about how to align around good strategy. Many strategy consultants are not intentional about helping groups align, which is why their processes often fail. However, collaboration practitioners who are intentional about alignment often stop there rather than making sure that what they align around is good. I touch on some of this in the video, but the devil is always in the details.

What strikes me about Hans Christian Andersen’s version of “The Emperor’s New Clothes” is that the emperor keeps walking, naked as the day he was born, head held high, even after the crowd starts hooting at him. Strategy is hard. If you’re not struggling at it, you’re probably not doing it right. But stubbornly marching ahead, ignoring the people around you, guarantees Process Trauma and failure. Good things happen when people know the purpose of a process, make adjustments when they struggle, and practice, practice, practice.

Thanks to H. Jessica Kim for reviewing an early draft of this post. Photo by Png Nexus, CC BY NC-ND 2.0.

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