A Personal Case Study on Network-Building: Selfishness, Frequent Collisions, and my Colearning Experiment

In 2013, I left the consultancy I had co-founded to rest, reflect, and reconsider my approach to helping groups collaborate more effectively. That time led me to the premise that has become the foundation of my work since — that getting better at collaboration is “simply” a matter of practicing, and the more we figure out how to encourage practice, the better we all will get at collaboration.

I wanted to explore this premise while also taking care of myself and maintaining balance in my life. I was not ready to start another company, but I was also afraid of feeling isolated. I had felt that way for much of the early part of my career, and being part of a tight-knit team at my consultancy had been a huge joy. I wanted the best of both worlds — the support, learning, and joy of being part of a close team along with the freedom and flexibility of being independent.

I think many people’s first instinct for addressing professional isolation, especially as an independent, is to form a group that meets once a month or a few times a year. I think this is a great thing to do, and I think more people would be well-served if they did this. However, I wanted deeper relationships and learning than an occasional coffee with colleagues would provide.

First instincts also don’t always result in optimal designs. I wanted to model a less knee-jerk, more decentralized approach to creating communities of learning and practice. Specifically, I wanted to play with two design principles:

  • Be selfish, but in a networked way
  • Frequent collisions

Armed with this clarity, I started to experiment.

Be Selfish, but in a Networked Way

When it comes to teams and networks, I often hear rhetoric around the importance of “selflessness.” I understand and appreciate where this comes from, but I don’t think that this is the best framing. Groups perform best when individual interests align with those of the group. You want people to find that alignment without sacrificing their individuality. Because many good collaboration practitioners tend toward the self-sacrificial, I often find myself encouraging others to “be selfish.”

As I embarked on building a new network for myself, I wanted to model selfishness (in a networked way), trusting that my self-interest strongly aligned with a larger, collective purpose. “In a networked way” meant finding ways to share and to encourage emergence without interfering with my selfish goals.

Here’s an example of how this manifested. In late 2014, a colleague had introduced me to Janne Flisrand, a Minnesota-based practitioner who was doing interesting work. Janne was planning on visiting San Francisco and asked if I wanted to grab coffee while she was there. I said yes, then, on a whim, asked:

If I organized a meetup for you, would you be willing to chat informally about your work? I’m sure I could pull together at least 3-5 good folks, and we could continue the conversation over dinner as well.

Here was my selfish reasoning:

  • I valued the opportunity to have some get-to-know-you time, but I also wanted to dive more deeply into Janne’s work. Coffee sessions aren’t usually long enough for that.
  • If I found value in a deep dive, I figured others would find value in it as well. It wouldn’t hurt me to invite a few others. Worst case, everyone would say no, and I’d get lots of one-on-one time with Janne, which was the original plan anyway. Best case, other good folks would come, other relationships would get built, and awesome stuff would emerge from that.

Janne was enthusiastic about my offer, which meant I was now on the hook for trying to organize something. Once again, I wanted to experiment with this principle of maximum selfishness (but in a networked way). This was how it played out:

  • Scheduling. Rather than see who was interested in attending, then trying to find a date that worked for everyone, I picked a date that worked for Janne and me, then invited others to accommodate our schedule. No mass Doodles!
  • Venue. I invited people without picking a specific location, then asked if someone would be willing to host. I figured that if no one responded, then I was no worse off than I was before. However, if someone did respond, then I wouldn’t have to find a space at all, which appealed to my selfish (and lazy) side. As it turned out, someone did end up offering to host!
  • Invitations. I only gave people one week’s notice. If shorter notice meant less people, then we would simply have a more intimate conversation and I wouldn’t have to find as big of a space. If we got lots of people, then my community would start to become more interconnected, which makes me happy and often results in something interesting. Either way, it was a win. I didn’t think too hard about whom to invite, and I ended up asking 18 people. To my surprise, 12 said yes, and some folks asked to bring guests!
  • Design. I wanted to model something that was participatory, but also easily replicable. That meant not investing a lot of time designing anything too intricate. I decided to do a simple fishbowl, where Janne and I would sit inside a circle with two other empty seats, and others could join the conversation simply by grabbing one of the empty seats. Afterward, we’d invite whomever wanted to join for drinks and dinner.

It took me less than an hour to:

  • Conceive of this experiment
  • Think of some additional folks to invite
  • Invite them

This small investment in time enabled me to convert a coffee date into a wonderful gathering, where I got to delve further into a colleague’s work with a dozen great colleagues and to introduce these folks to each other, all without having to juggle calendars or find a space! As always happens, interesting stuff emerged from this gathering, including one new relationship resulting in a large new project for a colleague.

This experiment worked so well, I decided to continue it over the next two years, playing with different variables, but always strictly conforming to this principle of networked selfishness. I tried to manage expectations by being transparent about my organizing principles and by constantly encouraging others to be similarly selfish. My hope was that selfish replication would result in lots of self-organizing and interconnection among Bay Area practitioners. This didn’t happen as much as I would have liked, but I was happy about the good things that did emerge from my small acts of networked selfishness.

Frequent Collisions

Another design principle I wanted to explore was frequent collisions. Many years earlier, I had read a wonderful article about how people with sisters tend to be happier. It postulated that this was because people tended to speak more often with their sisters than their brothers. As someone with two sisters, this resonated.

It also jived with my experiences on teams. At my company (which was virtual), I talked to my co-founder every day, I talked to my other teammates several times a week, and we used online tools to stay in touch asynchronously. We talked a lot about work, but we also talked about our lives, and often, we were just silly. Because we talked frequently, we didn’t have to spend a lot of time catching each other up on things, and it was easy to dive right in and also to give each other support.

This was in the back of my mind when I got an email in 2013 from my friend and colleague in Montreal, Seb Paquet, suggesting we catch up. Our resulting conversation reminded us both how much we enjoyed talking with and learning from each other. Rather than wait around for another excuse to schedule a catch-up, I proposed that we schedule a weekly standing time for the next four weeks with no agenda. To my surprise, Seb accepted.

We called the experiment, SEEK, a somewhat garbled, but easy-to-pronounce combination of our initials. We talked a lot about both our work and our lives. Because we were talking regularly, we didn’t have to provide context and background each time we spoke, which allowed us to get deep quickly and consistently.

At the end of each conversation, we recorded a three-minute video where we each shared one takeaway from the conversation. It was a way to have a private, intimate conversation while also leaving a public trail, hopefully provoking conversations with other colleagues while also inspiring others to replicate our experiment.

Seb is incredibly smart and thoughtful, and talking with him enabled me to crystallize and sharpen what I was learning from many of my experiments. For example, here’s the video takeaway from our second conversation, which not only led to some significant changes to my Goals + Success Spectrum, but was also the impetus for me to package and share what has become my most popular and impactful toolkit:

Despite being incredibly busy, we both found our regular conversations productive and gratifying. Each week, we both found ourselves looking forward to our next session. After our four-week experiment ended, we decided to continue talking weekly. We ended up more or less maintaining our weekly pace for three more months.

Colearning Experiment

My experiments with Seb helped validate my desire for frequent engagement. It also helped validate my “selfish” approach. By asking for what I really wanted — in this case, frequent engagement — I not only got what I wanted, but so did my partner. I was ready to ask for even more.

In late 2013, I pitched an idea to five colleagues. They were all Bay Area-based independents, all changemakers, all collaboration practitioners at some level. I knew all of them well, and they knew each other somewhat, mostly through me. I asked them to engage in an eight-week experiment where we would all pair up and commit to checking in with our partners once a week for eight weeks. After each checkin, we would all share one takeaway on a shared mailing list.

Four of my colleagues — Pete Forsyth, Rebecca Petzel, Amy Wu, and Odin Zackman — agreed! Acknowledging a problem that we all shared, Odin cheekily suggested that we call ourselves “COBI” for “Chronically Overwhelmed, But Improving.” We eventually settled on “Colearning 2.0,” a name suggested by my friend, Mariah Howard. The “2.0” (which we eventually dropped) was a nod to our intention of going beyond the “obvious” ways most tried to design communities of practice.

We also agreed on the following purpose statement:

Create a safe, delightful space where we make our individual work visible to a select group of peers and deepen our learning together.

We think this will help us better achieve our individual goals by:

  • Exchanging more substantial feedback on the issues we’re facing
  • Spurring new, creative thinking
  • Helping us see our individual progress (which, in turn, will help us be more compassionate to ourselves)
  • Creating a sense of peer support and accountability
  • Countering the overwhelm we’re all prone to feeling
  • Bring greater purpose to our work through sharing learning with community

Because we were an odd number and I had already experienced a regular pair checkin with Seb, I decided to do my checkin by email to the whole group.

After eight weeks, one of the pairs had met regularly, the other less so. But the takeaways had been wonderful, and everybody found the experience useful enough that they wanted to continue. We made one small change. Participating virtually with the whole group was not as good as having a partner, so I asked Kate Wing if she would join the experiment as my partner, and she accepted. (Five years later, Kate and I still check in regularly almost weekly. More on this in an upcoming blog post.)

This second phase of Colearning lasted through the end of 2015. We had mixed experiences overall with the checkins. For some (me and Kate included), they went wonderfully. For others, not so much. We experimented with different pairs and formats, I tried this experiment with another group, and I encouraged others to experiment with it on their own. I never found a formula for general peer support that seemed to work for everybody.

However, I walked away with enough confidence in the value of frequent, regular contact, that I began incorporating it into my programs and designs with more narrow purposes, such as Collaboration Muscles & Mindsets. I often faced resistance from participants, who were nervous about the time commitment, but that resistance would start to dissipate almost immediately, and by the end of these programs, many would say that they looked forward to these regular conversations each week.

More importantly, other wonderful things started to emerge with this group. People would often request peer assists about things ranging from the mundane and technical (such as social media) to people’s actual work projects. These were always well-attended and highly valued. Many of us shadowed each other’s work, learning from watching our peers actually doing the work. One person created a shared repository of resources, that many of us still use and contribute to. Another group formed a book club.

We also organized a variety of face-to-face gatherings, ranging from an improv workshop to site visits to hikes and dinners. In September 2014, a group of us organized a one-day, Open Space, peer learning workshop in San Francisco that 20 people attended.

We were a leaderful group by design. There were no officially-sanctioned events, and there was never any asking for permission. People organized things they themselves wanted to participate in, and invited others — including those outside of our little group — to participate.

Perhaps the most gratifying thing that happened was that people started collaborating on work together. This was never an explicit goal of the group, but it was something I hoped would happen. Several people did (and continue to do) projects together, in some cases forming partnerships and collectives.

Toward the end of 2015, we started experimenting with Slack as another way of staying engaged remotely. Soon thereafter, we officially brought the checkin portion of our experiment to a close and migrated from the mailing list to Slack. This brought us to our third and final phase of Colearning, which lasted through the end of 2018.

Slack increased online engagement and also made it a little bit more fun. People also continued to self-organize. In early January 2017, we experimented with a joint retreat for individual visioning and strategizing. We’ve continued doing these twice a year ever since.

All told, 17 people participated in this experiment, with a final count of 13. We started off as a Bay Area group, but we experimented with remote participants, and ended up with people from Chicago, Portland, and Los Angeles.

New Beginnings

I started playing with all of this six years ago because I was afraid of losing what I was leaving — specifically, deep relationships with other colleagues. As a result, I focused my energies on people who were working independently, regardless of how much of their work was specifically focused on collaboration. These different experiments had taken me above and beyond what I had hoped for, and I was enormously grateful.

However, my priorities for community has shifted over the years. I am less concerned about isolation and more concerned about deepening my (and other’s) practice around collaboration, which is more mission-aligned for me.

Late last year, I decided to stop participating in the Colearning experiment. As I assured the group:

Just because I won’t be on a Slack with all of you doesn’t mean I won’t be in community with all of you…. Obviously, I have deep relationships with all of you, and I hope to continue deepening those. I hope to stay in touch with all of you, I plan on continuing my weekly checkins with Kate as long as she’s willing to put up with me, and when I organize practitioner events, you all will be high on my invitation list….

Networks are about relationships. Experiments and more formal structures can come and go, but those relationships don’t go away. I wanted to be clean about my exit from the group, but I also didn’t want us to see that as the dissolution of community. When I left, someone started a new Slack with a different frame. Many of us continue to stay in close touch, and the bi-annual retreats have continued.

Most importantly, we had the opportunity to celebrate what we had done together (and mourn its passing), and I feel free to focus my energies on designing something new and more relevant to what I care most about right now. I’m a little bit scared, as I always am when diving into the unknown, but I’m also excited about creating something new.


Thanks to H. Jessica Kim and Eun-Joung Lee for reading early drafts of this post. This is the third in a series of blog posts about building a network of collaboration practitioners. The others are:

  1. Building a Network of Collaboration Practitioners (February 7, 2019)
  2. A Personal Case Study in Network-Building: Pre-IPO (February 20, 2019)
  3. A Personal Case Study in Network-Building: Selfishness, Frequent Collisions, and my Colearning Experiment (May 7, 2019)
  4. What We Learned from Five Years of Check-ins (May 14, 2019)
  5. Design Sketch for a Network of Collaboration Practitioners (November 14, 2019)

“Balance Bikes” for Group Process

In 2013, I left the consulting firm I cofounded, because I wanted to figure out how I could make more of an impact with my work. Specifically, I wanted to figure out how to help groups collaborate more effectively in ways that did not require consulting support.

My hypothesis was simple. Collaboration is a craft, and as with all crafts — from sports to music — you get better through lots and lots of practice. My goal was to come up with ways to help people practice.

Initially, I was biased against tool development as a possible path to scale, largely because I felt that most people viewed tools as a silver bullet whose mere presence would magically make any group better. Even though this was the opposite of how I viewed tools, I didn’t want to unintentionally contribute to this problematic mindset, which I felt discouraged practice.

However, an unexpected conversation at a party changed my mind. I was catching up with a friend from college whom I hadn’t seen in years. He mentioned that he had gotten into bike racing, and we started discussing the joy and pain of learning something new as adults. That’s when he introduced me to balance bikes.

Most people my age learned how to ride bicycles either via brute force (keep trying and trying until you figure it out) or training wheels. The theory behind training wheels is that learning how to ride a bike is hard because people are afraid of falling. Training wheels eliminate that fear.

However, as my friend explained, the other reason that learning how to ride a bike is hard is that it requires balance, and balance takes practice to develop. Training wheels act as a crutch, and hence, discourage you from learning balance.

Balance bikes are low bikes without pedals. Kids (and unfortunately, I have only seen them designed for kids) propel themselves by pushing with their feet, then lifting their feet and gliding for as long as possible. They don’t fear falling, because they can put their feet on the ground any time. However, balance bikes also encourage you to glide (which is what makes riding bikes so fun), and, in doing so, encourages you to practice balancing.

Every tool that I’ve shared on this site is meant to be like a balance bike. They were designed to help you practice and develop strong muscles and habits around group process. You can keep using them for as long as you find them useful, but what matters most for your group’s effectiveness is that you continue to develop the right muscles, regardless of how.

For example, the Strategy / Culture Bicycle (whose name is a nod to how useful I find bicycle metaphors) is designed to help you develop stronger strategy muscles. When I facilitate strategy for groups, I usually eschew the Bicycle, instead custom designing processes based on the challenge at hand and the group’s readiness. However, these processes embody the same principles as the Bicycle. If you don’t have the know-how to custom design something, practicing with the Bicycle will help you develop that know-how.

I’m currently piloting a community of practice focused on using the Goals / Success Spectrum to build more strategic and collaborative muscles. I’m heartened to see how quickly people progress after just a few repetitions, and I’m even more excited about the few who are starting to realize that their quick progress is just the tip of the iceberg, that the real possibility comes from regular repetition and reflection. My hope is for everyone who uses my tools (however they come to them) to understand this — that it’s not about the tools themselves, but about building strong muscles, mindsets, and habits.

Photo by Strider Bikes. CC BY-ND.

Eating Humble Pie: Lessons in Listening

The most fundamental exercise in my Collaboration Muscles & Mindsets workout program is the “one-minute drill.” It’s the first exercise people do, and we repeat it several times throughout the course of a program. It’s an exercise in listening deeply and showing that you’re listening.

Even though it seems simple, people quickly discover that it’s not. Really, truly listening is hard. Furthermore, being capable of listening well isn’t the same as actually doing it. When I work with groups, even skillful ones, I often see good listeners talking past each other. All too often, we’re distracted by other things, including our own emotional states.

Making people feel heard — which is deeply intertwined with listening, but is not the same thing — is even harder. The one-minute drill helps you quickly and objectively recognize how hard these things are. It humbles you without humiliating you.

I don’t just lead workouts, I do them myself. I’ve done the one-minute drill hundreds of times with many different people, and I always seem to learn something new. Recently, I’ve been working out with my friend and colleague, Kristin Cobble. The past few times I’ve done the one-minute drill with her, she’s docked me points. “You’re reflecting back everything that I’m saying,” she explained, “but you’re not acknowledging how I’m feeling.”

She was absolutely right. I am very good at listening for substance and at reframing and reflecting back the essence of the content. It’s one of my strengths as a facilitator. But sometimes, people aren’t actually trying to convey a substantive message. They’re trying to get you to understand how they feel.

I had heard the emotion that Kristin had conveyed in the one-minute drill, but I hadn’t recognized the importance she had placed on them. Upon receiving her feedback, I was able to see what I had done and adjust my reflection accordingly.

However, it’s not always that straightforward. If someone is expressing anxiety, for example, how do you acknowledge that? Saying, “You seem really anxious,” might be appropriate in some circumstances, but it’s almost certainly the wrong thing to say in others. How you say it also matters. If someone is feeling excited, the words, “You seem excited,” may not be appreciated if your tone feels apathetic or resentful.

My experience with Kristin was timely, because I’ve run into this exact issue twice (that I know of) in the last month. In both cases, I was having difficult conversations with colleagues. In both cases, I was relatively calm, I was breathing slowly and consciously so that I could listen more deeply, and I reflected back the content of what I heard. And in both cases, my colleagues let me know that they didn’t feel heard.

It was frustrating to get that feedback, and if I had not had similar experiences with Kristin in recent practice sessions, I might have missed what was happening. In one of those cases, I was able to make the adjustment, but not in the other. Honestly, I’m still not sure what I could have said in the other case both to truly hear my colleague and to let her know that I heard her. That’s why I keep practicing.

In 2009, I worked with a think tank that was trying to grapple with very hard public policy challenges through both traditional, expert-oriented methods and bottoms-up, participatory processes. The first challenge we took on was clean energy. We kicked off our process with a day-long gathering in San Francisco with about 200 participants. The plan was to let the conversation go in multiple directions throughout the day, then weave it all together into something coherent that we would share at the end of the day. It was essentially a listening and reflection exercise at scale.

We asked our friend, the brilliant Katherine Fulton, to take on the difficult task of distilling six hours of discussion into a 10-minute talk in more or less real-time. She listened deeply throughout the day, as she is so skilled at doing. Then she went up on stage, and said to the audience, “Raise your hand if you feel scared.”

Most of the participants raised their hands.

“Raise your hand if you feel hopeful.”

Most of the participants raised their hands.

“I think that’s the essence of human condition,” Katherine opined. “I don’t think we’re going to fix this with just rational argument or all the great innovative ideas in the world. We have to have those. But the energy to do it and the will to do it is actually also going to have to come from another part of the human spirit, from our resilience.”

I still vividly remember how the energy of that room felt as Katherine got us out of our heads and into our hearts. She recognized that trying to reflect back what everyone had been saying was an exercise in futility and — in that moment, at least — would lead to more harm than good. What we all needed from her in that moment was an acknowledgement of how we were feeling.

I learned something very important watching Katherine that day, and I continue to work on developing this muscle. I’ve gotten better, but I still have a ways to go, as my experiences this past month reminded me. That’s why I keep practicing and encouraging others to do the same.

Why I Do What I Do, and What That Means for 2017

Seven years ago, a friend challenged me to clearly articulate why I do what I do. She had repeatedly heard my spiel — adopted wholesale from my mentor — about society’s problems growing more complex faster than our ability to address them and the resulting urgency to get collectively smarter faster. She understood what I was saying, but as far as she was concerned, it didn’t fully explain why I was so passionately driven by this work.

I spent many months reflecting on her question, repeatedly asking myself why, and challenging myself to go deeper. The answer finally came to me in L.A., where I was visiting my parents and younger sister. We had gone to the beach together, a family tradition since childhood, and when we arrived, as if on cue, my family immediately splintered. Everyone moved in his and her own direction, with no sense of what anyone else was doing and no coherent rhythm. I watched this lack of synchronicity unfold before me and felt all sorts of old wounds rise up within me.

I was lucky to grow up in a family with lots of love, but — like all families — we had our share of dysfunction. Some of that dysfunction felt especially jarring, considering my parents’ strongly-held value of togetherness and mutual support. As a kid, I grew frustrated over watching seemingly little things disrupt our ability to be together, especially lack of listening, communication, and self-care.

I also had the good fortune of experiencing really great collaboration with others, starting with my love for team sports. I have always been a mediocre or worse athlete, but I quickly learned that teams that practiced together and that played with heart and smarts could easily transcend any individual shortcomings, and I grew to love how it felt to do that. In other collaborative pursuits where I already individually excelled, I found that I could channel my strengths into lifting others, which led to greater success than what was possible by myself and which felt even more joyful and satisfying.

I knew what it felt like to move together in sync and with power with others, and I wanted it in all aspects of my life. I knew that the fundamentals of this wholeness were simple, but not easy, and that small, but significant gains were easily within reach for most groups. When I met and started working with my mentor in 2000, all of this came together for me. I had discovered my purpose and my passion, and I was ready to make it my life pursuit.

2016 Lessons Learned

2016 was a hard year for me on two fronts. I had spent the prior three years experimenting with this notion that the key to high-performance collaboration was practice, and I had directed all of my energies toward exploring ways to encourage and support practice at scale. I wanted to spend this past year focusing on the things I had learned that felt the most promising. My goals were to:

  • Scale up my Collaboration Muscles & Mindsets program and Do-It-Yourself Strategy / Culture toolkits, while continuing to refine and improve them
  • Continue to find ways to support emerging practitioners, including finding ways to connect them with each other and offering real opportunities to practice with me and each other
  • Return to my consulting past by taking on a really big, really hard problem, incorporating the things I had learned over the past three years, while also telling the story of the work as it happened, so that others could learn from our successes and failures in real-time

While I did plenty of work I felt proud of, most of the things I tried did not work out the way I had hoped. More egregiously, I felt like I ended up making excuses that prevented me from trying things that were higher-risk, higher-reward. Specifically:

  • In general, I was not disciplined about writing up and sharing what I was learning in the moment, which resulted in only two blog posts in 2016, compared to seven in 2015 and 30 in 2014! I published more posts in this blog’s debut in December 2013 (five) than I did in all of 2016.
  • This lack of storytelling was particularly bad with my really big, really hard client project. We did good work together, and we also struggled at times. While we did the work transparently (including creating a public dashboard, synthesizing and sharing our framework for experimentation, modeling transparency internally, and inviting outside colleagues to shadow), we did not share enough context for what we were doing for others to be able to learn with us. Some of this was beyond our control, but there were other things that were simply failures on my part, including not writing a single blog post about the project.
  • While I did some work toward refining and scaling up Collaboration Muscles & Mindsets and the DIY Strategy / Culture toolkits, most of it was reactive rather than proactive, and even then, I was very slow to react. I ended up missing lots of simple opportunities to spread the word and involve other people. For example, Duende, my design partner for the toolkits, created an online store where you can order the toolkits, but you can’t find that store from my website. (Voila! The preceding sentence fixed that problem! More to come!)

While I didn’t accomplish my high-level goals, I don’t want to lose sight of the good things that happened:

  • Publishing blog posts is not the only thing that matters when it comes to sharing. It’s about the quality of what you share and the number and kinds of people you reach, regardless of medium. I found myself sharing and linking to my two 2016 blog posts more often than average. While I only wrote two, my colleague, Anya Kandel, became the first guest contributor here, writing two really great blog posts about her driving questions and experiences.
  • In addition to writing up the aforementioned experimentation framework (which I did in collaboration with my colleague, Alison Lin), we did an accompanying webinar in partnership with Social Transformation Project and Leadership Learning Community (LLC) that had almost 400 registrants, third all-time among LLC’s excellent five-year roster of webinars.
  • I published several of my collaboration workouts, with more to come. My lack of blog posts didn’t prevent my mailing list from growing, and you can now follow me on Instagram and Facebook as well as Twitter. I also made a bunch of subtle design and technical changes to this website, which will help support its ongoing growth and evolution.
  • I did a Do-It-Together Strategy / Culture Workshop in New York with Anya Kandel, my first outside of the San Francisco Bay Area and hopefully the start of many more.
  • I maintained the self-care success that I achieved in 2015, not a small feat considering how much work I’ve put into this over the past four years.
  • I met, worked with, and shadowed lots of great practitioners, especially the aforementioned Alison and Anya, through my informal meetups, my colearning experiment and a similar experiment with my friends at MAG, and my client work.
  • My client projects were meaningful, and I learned a ton from each of them. I did organizational culture work with Addapp, organizational strategy work with General Service Foundation, which included a strategy-focused Muscles & Mindsets program, and really meaningful work on network strategy and culture with Social Transformation Project, my heretofore un-blogged-about “big, hairy client project.” I got lots of practice, including designing and facilitating two unusually challenging meetings, and I identified lots of areas for ongoing improvement. In addition to having lots of new fodder to write about, I also developed lots of new infrastructure and templates that I plan on packaging and sharing this year.

It’s not that I didn’t accomplish good, valuable things. It’s that I have a larger goal that I care about, and the only way I’m going to have a chance at achieving that goal is through focus, discipline, and rapid adaptation. I’m trying to run a marathon, and while I worked hard and am in better shape now than I was a year ago, I’m not developing strength and endurance quickly enough to successfully complete that marathon.

Which brings me to the second thing that was hard about 2016, for me and for many, many other people.

There are many, many problems in the world today, and they all manifested in some very discouraging ways this past year. All of this divisiveness, siloization, and radicalization are what I and many, many others have been working so hard to shift and prevent for many, many years. These are fundamentally challenging problems, so it shouldn’t come as a surprise that it’s happening, but we can’t use that as an excuse not to be disciplined and accountable to how we’re trying to tackle these problems.

How do we know if we’re investing in the right places? Where should I be directing my energy in order to have the biggest impact?

I don’t know the answers to these questions. I do have hypotheses, and my intention has been to test them. My actions in 2016 were not fully aligned with my intentions, and I want to fix that. Which leads me to my three-year goal and my priorities for 2017.

1,000 High-Performing Collaboration Practitioners by 2020

I believe there are a set of core principles underlying high-performance, collaborative work. I believe we need lots and lots of people who understand those principles and who practice them with devotion and joy.

I practice these principles to the best of my ability, and I want to find others committed to the same principles, whether they are external practitioners trying to help other groups or internal changemakers embedded in their own groups. I want to learn with them, support them in their practice, and help the community grow and improve. By the end of 2020, I want to know of at least 1,000 of these practitioners all in movement together.

Why 1,000? Because I think that number is the minimum needed to sustain a thriving, growing movement.

Why by 2020? Because I think it will be very hard, but doable if I’m smart and focused about how I approach this, and because we can’t afford to wait any longer.

How will I accomplish this? I’m still working out the details, but I’ve got some ideas. I think there are three overlapping categories of activities needed to help catalyze this community of practitioners:

  • Model these principles myself and continue to practice and improve
  • Synthesize and share what I’m learning
  • Nurture and support other practitioners

Most of my past activities have fallen in some subset of these categories, as is the case for similar practitioners. But I’ve realized (through experience and lots of helpful feedback from others) that there are some key activities on which many of these other activities depend. I’ve largely neglected these activities, and I want to correct that.

2017 Priority: Draft a Set of Experience-Based Principles for High-Performance Collaboration

In particular, I need to clearly and accessibly articulate the principles that I think are foundational for high-performance collaboration. Drawing on my and other’s experiences to draft these principles will be my primary focus in 2017.

I often use the metaphor of how we need more chefs. In some ways, I’m saying I want there to be 1,000 “chefs” that I know of by 2020. We can extend this analogy further to explore how we might go about doing this.

One of the reasons I decided to start consulting again at the end of 2015 was my realization that we need more “great restaurants” in order to inspire people to become “chefs.” I thought one of the highest-leverage things I could do was to be one of those restaurants. I wanted to scale up how I modeled the principles of high-performance collaboration in order to inspire others to push their own practice.

I still think we need more “great restaurants,” but I no longer think that’s where my focus should lie. I need to be clear about what I think high-performance collaboration means and what the underlying principles are. Articulating those principles will help serve as a beacon for other practitioners with similar beliefs and commitment. It will provide a framework to help assess collaborative performance — the equivalent to a Michelin Guide in the restaurant world — which is an important step toward actual improvement.

I hope to have a first draft of these principles — which I’ll pull together in an open way with the help of my community (which I hope includes anyone reading this) — by the middle of the year, at which point I’ll use it as a way of scaling up my other activities. I will continue to model and practice, but it will all be in service of articulating these principles.

I’m excited about this renewed focus. It feels true to the reason I got into this business in the first place. I know what high-performance collaboration feels like, and I’ve learned a lot about helping others achieve it. I know that others know a lot as well, and that even more people want to know and learn. I think the path for supporting these practitioners — lots and lots and lots of practice — is straightforward, but challenging, and I’m excited about re-focusing my efforts to pave this path. I believe wholeheartedly in the world that is possible if we’re successful, and I’m going to do everything I can to help create that world.

Building Ecosystems in Organizations: Lessons from Gap Inc.

Anya Kandel and Jessica Talbert

Editor’s Note: I am constantly on the lookout for great collaboration practitioners who share my values and whom I can learn from and practice and partner with. I had the pleasure of meeting Anya Kandel two years ago, and I was taken by the quality of her work and the intensity of her inquiry. Her experiences are eclectic, and her thinking and work is powerful. She very graciously agreed to share some of her learnings and questions here. This has also been cross-posted on Medium, where you can follow Anya’s other writing. This is the second of a four-part series. Part one was, “Understanding Sustainable, Collaborative Change.” —Eugene

For the past three years, I worked to build “innovation capacity” at Gap Inc. The work required us to explore the complexities of driving change within ingrained systems and behavioral norms across multiple communities, teams, and brands. Throughout my time there, I asked myself (and my colleagues) this not so simple question:

How do we build thriving, innovative, and strategically-minded organizations and communities that are sustainably driven by the individuals that comprise them?

I don’t have all the answers of course, but I do have ideas and approaches that worked for me:

  1. People and context before process and model
  2. Learn through the work
  3. Democratize strategic thinking and innovation
  4. Coordinated access to strategy and culture tools + practice
  5. Do It Together

1. People and context before process and model

Working at the intersection of innovation, management consulting, and strategy, I witness a big emphasis on model in all these areas. Models are what firms sell in order to scale and what clients use as reference for understanding consultants’ approach and impact. These models, frameworks and processes are important… as tools. But ultimately what makes innovation and strategy consulting firms successful and covetable are the creative, intuitive, and smart people who work there, armed with an understanding of the various processes and techniques that support them to think strategically.

Design Thinking is a good example. It is a rich model and process that works well for many challenges. The philosophy behind the model — one that invites empathy, observation and collaboration in the process of organization and product development — has informed the way we think about problem solving, particularly in the world of business. But, IDEO, grounded in David M. Kelley’s Design Thinking approach, does not sell multi-million dollar projects simply because companies want to buy this model. (It is already accessible and free.) Organizations keep coming back to them because they have a diverse set of creative, strategic, and dedicated people who (with a robust toolkit and lots of experience) can approach every client request in a unique way.

The models (especially sold by innovation firms) aren’t as different as one might think. The power is in the people (those who facilitate, those who participate, and those who work to bring new ideas to life). A good strategic practitioner understands the people and the context, and pools the resources they need to design a process that works best for that specific case. A good approach enables the client / participants to understand the context of various scenarios and problems, ask good questions, and match processes models to context. A good outcome is when an organization, team, or community has the capacity to learn and grow from the experience and continue to evolve the work on their own.

2. Learn through the work

During my time at Gap Inc., I worked to build an internal innovation consulting group. We facilitated teams to solve complex challenges, we designed trainings and systems in order to grow innovation capacity, and we helped teams solve complex business challenges and create new products. In our work, there was certainly no lack of innovative ideas. That was the easy part. The hard part was creating vision and environment where those ideas could surface, as well as a culture that supported ongoing experimentation to help bring those ideas to life.

Initially, we spent much of our time fixing things that weren’t working (rethinking products, systems, and ways of working) and facilitating sessions that solved immediate problems. In parallel, we began to train employees within the company in creative group facilitation, building a force of innovation catalysts. They learned through the “work” of managing innovation projects and co-facilitating with us.

The projects that stuck and the initiatives that had the biggest impact were always those that allowed the catalysts and the collaborators to be the work, instead of receive it. This required them to solve real challenges and test new ways of working in a safe environment.

One of my favorite experiences came during an innovation initiative with a creative leader in store experience and design. We introduced her to a co-creation process, where customers worked collaboratively to evolve what she and her team created. It was amazing to see the shift from theoretical appreciation to active engagement, from the fear of getting something wrong to the discovery of new creative ways of working. From then on, she was able to integrate co-creation and prototyping into her work, recognizing not only the feeling of creative breakthrough, but the visceral understanding of how hard it can be to bring those ideas to life.

Still, given the size of the company and the scale of work we had, our engagements were often confined to executive leadership or isolated teams. Working solely with leaders to build a culture of innovation based on yearly priorities is not enough. Inevitably, leadership and strategy changes, initiatives are dropped, and the pressure of immediate business needs can trump almost anything, no matter how important we think it is.

“Learning through the work” is imperative, but only as powerful as the people who are enabled to actually do so. It wasn’t that our initiatives weren’t big enough or unsuccessful. Rather, we needed to scale or evolve in order to influence the diverse subcultures and teams within the company. We needed to democratize innovation and build a long lasting culture that celebrated experimentation, collaboration, and strategic thinking.

3. Democratize strategic thinking and innovation

Rona Kremer, Gap Inc. M Suite co-founder Soon after joining Gap Inc., I started to explore how to create alternate spaces for communication that could scale and that skirted hierarchical limitations.

I noticed a disconnect between the leadership’s desire to understand Millennials and the overwhelming majority of Millennials who worked inside the company. Here lay a tremendous opportunity to bridge that divide and create environments for open communication between people who were making decisions and the young people who had insight into how those decisions would impact people like themselves. Plus, we are community of people who inherently function in a networked environment — what was naturally part of our lives outside the company often seemed insurmountable inside.

I started a group called the M Suite, a nonhierarchical, transparent network of Millennials dedicated to building co-creation and collaboration across brand and function. Functioning like a node in a network, M Suite connects people in the organization who were looking for creative input and collaboration, with the very large community of people eager to help solve creative challenges and share their perspectives.

Building our own infrastructure became an experiment in establishing networked, collaborative communities functioning within a hierarchical infrastructure. We used ourselves to explore unique models and approaches. We experimented with different ways of meeting, communicating, and solving problems. We tried different models for governance. We tried partner leadership. Eventually we arrived somewhere between a Holocracy and a leadership network, and officially took the form of an ERG.

Because our work was inherently related to change and the way we worked was very different from our surroundings, our presence invited reservations too:

  • “What if they don’t know the bigger picture and choose the wrong problems to focus on?”
  • “Why spend time building visionary ideas and solutions to complex problems when they don’t have the power to implement upon these new ideas?”

Clearly, the notion of “democratizing innovation” and building networks can feel really scary to organizations that rely on more hierarchical way of working. However, I found that these reservations often highlighted circumstances that already existed (i.e. lack of alignment or unclear vision). We never saw their work undermine high-level strategy, but rather elevate the strategic questions and conversations around it.

Democratizing innovation doesn’t necessarily imply that the work of innovation is everyone’s job or that an organization loses all its structure. Rather, it starts with furnishing everyone the respect and equal opportunity to engage in the creative process and think strategically. By expecting this community of individuals to thoughtfully own their work and ask good questions, we invited them to to engage that way. By giving them the tools to walk into any meeting with a strategic mindset, we created an environment where everyone was more likely to try to understand the broader vision and understand what “alignment” could really look like. In fact, they helped to be catalysts for the leadership team, bringing Millennials from various parts of the company to collaborate on the development of leadership goals and help bring them to life.

The desire to join the M Suite was impressive. People from across the company and around the globe participated, hungry to contribute to the evolution of the company. This fitful enthusiasm also reminded me of the social movements and community networks I have worked with in the past and the challenges their emerging organizers faced. The M Suite was soon confronted with the need to fuel a large number of people with the ability to govern themselves differently from the environment they were situated in and the organizational frameworks they were familiar with.

4. Coordinated access to strategy and culture tools + practice

The transition from a conceptual understanding of new systems for working and the actual act of implementing is often conflated with the apparent necessity to already have that systems in place. Of course, this can’t happen. The transition itself implies a journey from one to the other. And the journey is invariably messy, personal, multifarious, iterative, and nonlinear.

We (M Suite co-founders and new board) were called upon to define how to govern ourselves, while still leading. Our growing network of communities were looking for guidance in how to evolve, potentially in very different capacities. The organizers were hungry for tools and techniques that could help them understand how to lead and facilitate collaborative engagements. Plus, they needed to learn tactical strategies for managing the work while also doing their day job.

To answer that need, we organized trainings in innovation project management, client engagement, and collaborative problem solving. We initiated opportunities for shadowing. (At one point, I had eight people shadowing me in a client intake session.) We organized skill shares. We created opportunities to own projects in partnership with those experienced in leadership. We experimented with online tools. We tried new board structures.

We focused our attention on the development of the M Suite board first. This worked, to a certain extent. We became a community for collective learning and growth, and actively serving on the board became a venue for discovering individual potential. Our board members chose to stay at the company longer than they had planned, thanks to the opportunities we provided; or they left earlier than planned, because of the opportunities they realized. In effect, all of the board members were promoted (or promoted themselves by leaving the company) within a year of serving on the board. The need to cycle in new leadership was a happy consequence, but not always an easy one.

Our projects were successful, we grew internationally, and we gained a good reputation in some pockets of the organizations. But the group also became an oasis, striving to become a movement. And it was at this point that I left the company, along with the brilliant original co-founders of the M Suite, Rona Kremer and Jessica Talbert. If I have any regret, it would be not fully figuring out how to embed networked leadership skills and build the strategic “muscles” and tools so that they could more easily drive the creative process on their own and expand more quickly.

As I step away from Gap Inc., the question remains:

How to enable awesome groups like the M Suite to have impact and thrive? How to find ways for people to experiment and engage with the many tools and resources we already have on hand?

I have a lot to learn in this area, but luckily, I have had the privilege of collaborating with and learning from practitioners who are specifically focused on building accessible tools for capacity building. And against Eugene’s wishes, I am going to have to brag about him in his own blog. (Sorry Eugene.)

Eugene stepped away from his founding role in the consulting company, Groupaya, to tackle this very challenge. For the past four years, he has dedicated his time and energy to understanding how to build organizational culture that allows the individual and the organization to thrive. Through this open experimentation with Fortune 500 companies, government organizations, and leadership networks, he is meeting head-on the very difficult work of long-term change.

DIT Strategy / Culture Workshop Eugene’s work has complemented a deficiency I found in many innovation and co-creation initiatives, including my own: accessible, foundational tools and techniques for individuals to be able to actually practice how to work strategically and collaboratively. These resources are public domain, meant to be tools that everyone can use and evolve within their own context. Also, check out Lisa Kay Solomon’s work, which provides a rich foundation in designing strategic processes. She has two fantastic books: Design a Better Business and Moments of Impact. I have no doubt that all of you have a plethora of other resources too, which I encourage you to share in the comments below.

These colleagues have helped me to better understand that matching access to practice is simple but powerful. If everyone has the tools and resources to think strategically, then slowly but surely we can build an ecosystem of individuals and organizations that can thrive together.

5. Do It Together (DIT)

We must create opportunities to build connections that allow us to look beyond “best practices,” models, or frameworks, and utilize each other.

An ecosystem is only as healthy as the biomes within it and the strength of connectivity between them. Beyond the immediate development of communities and teams, my most successful innovation and strategic initiatives have been those that invited people to step out of their own realities (via guest artists, makers, new collaborations) to realize new ways of seeing themselves and possibilities for change.

As a strategist and facilitator, I am increasingly exploring the balance between carrying a group through a transformational experience and curating a set of circumstances and resources that enable a group of people to find what they need in each other. We need both, of course. But if, by the end of our time together, I disappear and they forget to say goodbye, I consider this a success.

In fact, I just received a beautiful invitation for an event hosted by the well-branded M Suite, where they are driving conversation with internal Millennials, external creatives, and all employees. It was a small moment of pride, and I hope that our (the founders) step away has translated into collective greater ownership and autonomy.

The world is made of amazing people doing the work that strategists like myself try to inspire. The more we are not needed, the better. But clearly our work isn’t going away. Many organizations and teams, especially in smaller purpose-driven organizations, seek support but do have the funds and access to strategic coaching that is sometimes required to shift circumstance and behaviors that inspire innovation and change.

So then, how close can we get to putting me out of job? How might we pull back the curtain (often weighed down by the fear of losing IP) and share systems, tools, models and approaches across origination and field?

This has been a fun and challenging question to explore with colleagues like Eugene. Drawing on the DIY (Do It Yourself) mentality that utilizes the power of the network for individual development, we are developing strategies to Do It Together (DIT) and ignite the power of peer groups in order to bridge high-level strategic support and training with access to learning communities and support networks.

So far these efforts have resulted in a growing community of practitioners eager to share what they know and grow their personal practice (no matter the industry). Exchanging and fusing approaches has also provided us a great opportunity to challenge the bounds of our own frameworks and tools and think about what it really means to move people and ideas.

There is so much to learn! Please do join us in the experiment. Share your thoughts below. Try Eugene’s tools, and share your own. Join our workshop. Find collaborators in worlds you might not otherwise speak to. And if you are looking to be matched with one, I might be able to help.

Thanks for listening!

This is the second of a four part series. You can also find this post on Medium. Part one was, “Understanding Sustainable, Collaborative Change.”

The top photo is of Anya Kandel and Jessica Talbert, Gap Inc. M Suite cofounders. The second photo is of Rona Kremer, another M Suite cofounder. The last photo is from Eugene Eric Kim and Anya Kandel’s October 2016 Do-It-Together Strategy / Culture workshop in New York.

Rubber Bands and the Art of Visioning

Reaching for the Moon

The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function. One should, for example, be able to see that things are hopeless and yet be determined to make them otherwise.
—F. Scott Fitzgerald, The Crack Up (1936)

My mentor, Doug Engelbart, was a visionary and a doer. When he first embarked on his career as an engineer in the 1950s, only a handful of computers existed — expensive behemoths controlled by stacks of punched cards. Doug had the audacity to envision a world where everybody had access to computers, where they could engage with these devices in real-time using graphical, interactive displays, and where all of these machines were connected to each other.

His ideas were so far-fetched, he spent the next 20 years battling detractors and disdain. That didn’t stop him from making his vision a reality, which he unveiled in 1968 at an event that would later become known as the Mother of All Demos. While he wowed everyone in the room that day, it turned out he was still yet another 20 years ahead of his time, as the technologies he demonstrated that day didn’t become widespread until the late 1980s.

Doug permanently instilled in me the importance of thinking big… then thinking even bigger. Thinking big requires thinking long-term, because big things take time.

But he also showed me that whatever you imagined also had to be realistic. As crazy as Doug’s vision for computing seemed to be in the 1950s, he knew it was possible. His ideas around display technology came directly from his experiences as a radar engineer in the Navy during World War II. Furthermore, he had spent some time studying the rate at which computing technology had been advancing — Moore’s Law a quarter of a century before Gordon Moore had articulated it as such — and he knew that it would be a matter of time before scaling effects would make computing technology both powerful enough and affordable. “A matter of time” happened to be four decades, a long time for sure, but well within the realm of possibility.

Finding the right balance between big and possible is the essential challenge of effective visioning. Doing it well requires the ability to shift back and forth between radically different perspectives without getting dizzy and losing your orientation. The challenge for practitioners is figuring out ways to support this dance between big-picture thinking and cold, hard pragmatism.

None of this is easy.

Getting Real

Last year, I helped support an innovation process for Forward Together, an amazing social justice organization based in Oakland. I led a cohort of staff and funders through a four-month Collaboration Muscles & Mindsets training in preparation for the actual experimentation process, which was led by Rebecca Petzel.

Rebecca kicked off the process with a two-day workshop, where participants rapidly brainstormed and refined ideas. We invited several guests who brought different perspectives and helped stretch what our cohort had previously thought was possible. This resulted in lots of energy, inspiration, and great, creative ideas. Everyone was in high spirits after the first day and a half.

Then Rebecca told the participants it was time to get real. She put up several large, poster-sized calendars, and she asked people to get out their personal calendars so that we could flesh out the plan for testing the ideas.

As people looked through their calendars, you could see their shoulders slump and their spirits deflate. Everyone was busy, and they were having trouble seeing how any followup would be possible. One person after another voiced this same concern loudly and clearly. It was like an avalanche of negativity.

I was taken aback. I had expected folks to get real, but I had not expected complete demoralization. After a very low-energy discussion, Rebecca and I huddled about what to do next. I had been scheduled to review some of the muscles and mindsets work we had done, especially for those in the room who hadn’t participated, but I wanted to scrap the exercise. “They need more time to work through the roadmap,” I argued.

“They need to review the mindsets and all the work they’ve done the past four months,” insisted Rebecca. “It will remind them of what’s possible.”

Rebecca was right. The first step in my Muscles & Mindsets program is for the participants to identify a core set of productive mindsets that they aspire to have, as well as the corresponding less productive mindsets that they want to shift. As it turned out, four of the five shifts they had chosen seemed to apply to this exact scenario:

Feeling stuck
“I’m scared of the unknown and would prefer to avoid it.”
Innovation
“When I walk into the unknown, I’m going to learn and grow. I don’t know what the answers are, but I’ll figure them out by trying things.”
Not enough time
“I don’t have time for anything more than what’s in front of me.”
Slow down to speed up
“Slowing down will help me make better choices and save time.”
Fixed reality
“There aren’t enough time or resources.”
Flexible reality
“If we think outside the box, we’ll see ways to create time and resources. To do that, we need to be conscious of power and equity.”
Me
“Everything depends on me.”
We
“We’re in it together. I don’t always have to be out in front. I need to be compassionate with myself so that I can be supportive of others.”

Reviewing these helped our participants become viscerally aware of how quickly they had snapped back to the very mindsets they had been working hard to shift. That relieved some of the anxiety, and we were able to end the workshop on a strong, hopeful note. Still, it was a stark reminder of how simply bringing people together and giving them an inspiring, one-off experience is not sufficient to move people on an ongoing basis, especially when faced with everyday realities.

Stretching the Rubber Band

My friend and colleague, Kristin Cobble, is skilled at getting people to a hopeful place and supporting them in staying there, and she strongly influenced how I approach visioning. In addition to sharing many specific techniques, Kristin introduced me to Robert Fritz’s rubber band metaphor, which has become a central principle for how I think about this work.

In short, a powerful vision is both inspiring and grounded. Think of it as two poles: Where you currently are and where you want to be (the vision). Fritz asks that you imagine a rubber band stretched between those two poles. The goal is to create just enough tension so that you feel pulled along by the vision. If the aspiration is too wild, the rubber band will stretch too far and snap. If it is too conservative, then the rubber band will lie there, limp.

Most visioning processes fail in one of two places:

  • They don’t find the right tension in the first place.
  • They don’t support you in maintaining that tension.

How do you find that right tension?

It starts by being specific, both about where you are and where you want to go. One of my favorite tricks, courtesy of Kristin, is to specify how far forward you want to look, then have you write down your age in that year. You can’t get more specific or grounded than that!

Another trick is to start with vision, then work backwards. Two of my mentors, Gail and Matt Taylor, have been harnessing group genius for almost a half century, and they’ve formulated a set of helpful axioms along the way. Their first two axioms are:

  • The future is rational only in hindsight.
  • You can’t get there from here, but you can get here from there.

In other words, articulate a clear vision, assume that it is true and that you are currently living in it, and work backwards. Tell the history of how you got to the future (getting from there to here), a process called backcasting. Working backwards in this way results in greater specificity and also helps you gut-check your vision. There’s also good research that shows that grounding your vision in this way makes it more actionable.

In a similar vein, Danny Spitzberg of Peak Agency recently shared a powerful trick that he uses with the Goals / Success Spectrum. After he has people articulate minimum, target, and epic success, he asks people to assign a dollar amount to each column designating what they think the cost is for achieving that success. Nothing grounds a conversation better than talking about money. Not only does it help surface different assumptions about costs, it helps people get real about what it will take to achieve different goals, which helps people adjust their rubber band accordingly.

How do you support others in maintaining the tension of their rubber bands?

This is the harder problem, one that has been driving much of my work for the past three years. Most of the time, spending a few days with a group articulating a clear vision and finding the right initial tension is not enough. Worse, it can be demoralizing and even destructive if there isn’t any followthrough.

Maintaining tension requires an ongoing practice of reflection and adjustment. One way to support this is to make sure the vision is captured somewhere accessible, so that people can find it and remind themselves of it constantly. This may sound obvious, but I am amazed at how often people seem to skip this step.

Another way to support this tension is to build in accountability structures. For example, build in time in standing meetings to revisit and check in on the vision. Assign accountability partners, or even hire coaches.

Creating a grounded, compelling vision is hard. Living into it is harder. One of the most powerful ways to support this tension is to acknowledge that it’s hard, to talk openly about what falling down looks like, and to expect that you will fall down often in pursuit of your vision. At our Forward Together workshop last year, Rebecca’s instincts to revisit the mindsets reminded our participants of how challenging this work was, and it enabled them to re-calibrate their rubber bands.

Celebration and Community

I first met Doug in 1998, 30 years after the Mother of All Demos, and I started working with him two years later. At the time, he had a corner office at Logitech headquarters in Fremont, California. To get there, you had to walk past rows and rows of cubicles, each of which had a computer — usually with a web browser open — and a mouse.

The first time I met him there, I asked him what it felt like to walk past those cubicles every day and to see his creations on every desk.

He looked at me sadly, and he answered immediately. “It feels like failure.”

Interactive, networked computing was only a tiny part of Doug’s vision. What he actually cared about was a world where people lived in harmony with each other and the planet. He saw, in the 1950s, that we were moving in the opposite direction, because our challenges were getting harder faster than our ability to grapple with them. He thought he could stem that by creating tools that would help people get smarter collectively. He did exactly that, but it took a lot longer than he expected, and there was a lot more work that needed to happen. Even though he lived in a world where many of his 30-year old inventions were more or less ubiquitous, people seemed to have missed the point of why he had created all of those tools in the first place.

Doug was depressed for most of the time I knew him (he passed away in 2013), and he spoke often about how he was a failure. That didn’t stop him from his single-minded pursuit of his vision, but it also didn’t seem very productive.

Moreover, I most certainly did not agree with his assessment. I was never a very nurturing, feel-good type of person, but I was always good at voicing my opinions. “You have to look at two things,” I would tell him, “Where we are now, and where you think we would have been if you had not done the work you had done. Furthermore, if you insist that we have a collective responsibility to change the way we are, then you cannot beat yourself up individually for our collective inability to do so.”

I wasn’t the only person to say these sorts of things to him, and I don’t think any of us ever swayed him or made him feel better. But while he remained stubbornly self-critical, he always took delight in the tiny, practically inconsequential victories of the many, many, many people who were inspired and touched by him.

I learned so many things about the importance of vision from working with Doug, but maybe the most important lesson is the one with which I continue to grapple: Celebration and community are critical to maintaining the right tension. If this work is so hard that you will fall down many times, then every time you get up is cause for celebration. Recognizing and doing this effectively is an art, one that is made infinitely easier with the support of others.

Brooking Gatewood, who is both a poet and a skilled practitioner, recently shared these wonderful words from Wendell Berry’s essay, “Poetry and Marriage: The Use of Old Forms,” which I found both beautiful and apt:

There are, it seems, two muses: the Muse of Inspiration, who gives us inarticulate visions and desires, and the Muse of Realization, who returns again and again to say ‘It is yet more difficult than you thought.’ This is the muse of form…. It may be then that form serves us best when it works as an obstruction, to baffle us and deflect our intended course. It may be that when we no longer know what to do, we have come to our real work and when we no longer know which way to go, we have begun our real journey. The mind that is not baffled is not employed. The impeded stream is the one that sings.