double loop learning--purpose and power--pnsqc 2014 - slides

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(c) Jean Richardson 2011 AzureGate.net Double Loop Learning: A Powerful Force for Organizational Excellence Presented by Jean Richardson Azure Gate Consulting, LLC At Pacific Northwest Software Quality Conference 2014

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Page 1: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

Double Loop Learning:A Powerful Force

for Organizational Excellence

Presented byJean Richardson

Azure Gate Consulting, LLC

At Pacific Northwest Software Quality Conference

2014

Page 2: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Decision Latency• The amount of time between the emergence of a

need for a decision and the time the decision is made and communicated.

• Decision Quality• The ultimate appropriateness of the decision to

resolve the issue.

Two Key Areas of Organizational Risk

Page 3: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

Christopher Argyris7/16/23 to 11/16/13

• Harvard Business School professor

• Organizational Defensive Routines

• Maturity/Immaturity theory• Skilled Incompetence• Organizational Learning• Double-loop Learning

Page 4: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Skilled Incompetence• “Skilled Incompetence” (1986)

• Organizational Defensive Routines• Theory in Action; Theory in Use• “Good Communication That Blocks Learning”

(1991)• Organizational Learning• “Teaching Smart People How to Learn” (1991)

• Double-loop Learning• “Double-Loop Learning in Organizations” (1977)• “Double-Loop Learning, Teaching, and

Research” (2002)

Argyris’ Contribution

Page 5: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

Plan – Do – Check - Act

Page 6: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

C

(c) Jean Richardson 2011 AzureGate.net

PDCA Agile Style

Page 7: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

C

(c) Jean Richardson 2011 AzureGate.net

PDCA Agile Style

Planning Day

(Plan)

Sprinting(Do/Check)

Retrospective(Check/Act) Daily

Standup(Check)

Page 8: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

Page 9: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• A process of finding and fixing errors.

• Focused on un-useful or unhelpful mental models.

Double Loop Learning Defined

Page 10: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

Key Concept: Mental Models

Page 11: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

And, we change them all the time:• Books• Music• Friendship• The classroom• The Economy

Life is a Game of Mental Models

Page 12: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

We Create Our World Through Thought

Page 13: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

We Create Our World Through Thought

Page 14: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

We Create Our World Through Thought

Page 15: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

My Wakeup Call on Art

Page 16: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Behavioral and thinking changes are hard.• Thinking is associated with identity.• Knowledge workers are already oriented toward

thought and ideas—many of which they hold dear.• Part of identity.• Changes in mental models can seem to

threaten identity.

Theory in Action; Theory in Use

Page 17: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

The More We Practice, the Faster We Go

Page 18: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Theory in Action; Theory in Use• Show your work• Read a “book”• Take a class• Share what you’ve learned• Apply it and show that you are

• Ask about what they are learning and how that is changing the way they see things—and how they work.

Showing Is More Powerful Than Telling

Page 19: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• What is discovered through experience is now new inputs to our mental model of how the world—and the organization or our team or ourselves are.

• To align our reality with our expectations, our Theory in Action and Theory in Use must match.

Theory in Action; Theory in Use

Page 20: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Learning is like gold . . . And is for everyone.• Organizational learning is a process of detecting

and correcting errors.• Learning takes place when learners have the ability

to “hear.”• Some may have chosen not to hear.

Real Learning Causes Change

Page 21: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

1. How to be strong, yet admit the existence of dilemmas.

2. How to behave openly, yet not be controlling.3. How to advocate and still encourage confrontation

of your views.4. How to respond effectively to subordinates’

anxieties in spite of your own.5. How to manage fear, yet ask people to overcome

their fears and become more open.6. How to explore the fear of understanding7. How to gain credibility for attempts to change

your leadership style when you are not comfortable with such a style.

The Dilemmas of Power

Page 22: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

“ . . . mental models that we all develop early in life for dealing with emotional or threatening issues.” -- Argyris• Strategies to remain in unilateral control, maximize

winning and minimize losing, suppress negative feelings, and appear to be as rational as possible.

• Purpose: Avoidance of vulnerability, risk, embarrassment or the appearance of incompetence.

“deeply defensive strategy and a recipe for ineffective learning . . . Antilearning . . .” -- Argyris

What Key Things Prevent Double Loop Learning?

Page 23: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

Martin Seligman• Past President of the

American Psychological Association

• Founder of Positive Psychology

• Founder of the MAPP program at University of Pennsylvania

Page 24: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Authentic Happiness• Well Being Theory• Positive Emotion• Engagement• Relationships• Meaning• Accomplishments

Positive Psychology

Page 25: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Feedback about failure• In the context of what?• Losada ratio

• Strong and loving marriage: 5:1• Flourishing work environment: 2.9:1

The Lay of the Land

Page 26: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• The leader’s role is to help the organization see itself—set context and vision.

• Showing others how to respond to what can feel like personal failure helps them build skills they may not have.

• Failure may truly be an opportunity upon which to build success if you don’t:• Descend into a grief spiral.• Engage in defensive routines so that you cannot

see failure.

Setting Context and Vision

Page 27: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Don’t just “fix” concerns. Help employees focus on self-awareness and initiative rather than acting on blaming. Listen for your part in problems and demonstrate the kind of response you’d like to see from them.

• Don’t make promises you shouldn’t keep. Mentor and coach employees on reasonable and unreasonable requests. Educate them on the market and support creative responses to market demands.

• Respect employees. They take their punches and focus on solutions—just like the leadership is expected to.

What’s a Leader To Do?

Page 28: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• They bring more of themselves to work than the assembly line worker did.

• Reflexive thinking requires frequent self and other confrontation.

• Psychological vulnerability is an aspect of effective reflexive thinking—the key ingredient to double-loop learning.

• “ . . . to the extent they are more psychologically present at work, they expose more of themselves to others; hence, they are more vulnerable.”

The Knowledge Worker’s Special Vulnerability

Page 29: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• What’s to learn here?• Mistakes or patterns of mistakes?• Interest-based problem solving• Supporting everyone in their accountabilities

Effective Conflict Engagementand

Double-loop Learning

Page 30: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

. . . what we call Fair Process. This is a process for how you estimate your challenges, engage your team members, explore options for answering those challenges, decide what's best to do, and then explain why an option has been picked. That's Fair Process. It's not always a fair outcome, but it's a fair process. It's executing the option that we chose and then evaluating it from a learning and development perspective. Did it work? Did it not work? And then we recycle that learning back into the organization.

Double-Loop Learning at Telus

Page 31: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

. . . what we call Fair Process. This is a process for how you estimate your challenges, engage your team members, explore options for answering those challenges, decide what's best to do, and then explain why an option has been picked. That's Fair Process. It's not always a fair outcome, but it's a fair process. It's executing the option that we chose and then evaluating it from a learning and development perspective. Did it work? Did it not work? And then we recycle that learning back into the organization.

Double-Loop Learning at Telus

Page 32: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

. . . what we call Fair Process. This is a process for how you estimate your challenges, engage your team members, explore options for answering those challenges, decide what's best to do, and then explain why an option has been picked. That's Fair Process. It's not always a fair outcome, but it's a fair process. It's executing the option that we chose and then evaluating it from a learning and development perspective. Did it work? Did it not work? And then we recycle that learning back into the organization.

Double-Loop Learning at Telus

Page 33: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

. . . what we call Fair Process. This is a process for how you estimate your challenges, engage your team members, explore options for answering those challenges, decide what's best to do, and then explain why an option has been picked. That's Fair Process. It's not always a fair outcome, but it's a fair process. It's executing the option that we chose and then evaluating it from a learning and development perspective. Did it work? Did it not work? And then we recycle that learning back into the organization.

Double-Loop Learning at Telus

Page 34: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

. . . what we call Fair Process. This is a process for how you estimate your challenges, engage your team members, explore options for answering those challenges, decide what's best to do, and then explain why an option has been picked. That's Fair Process. It's not always a fair outcome, but it's a fair process. It's executing the option that we chose and then evaluating it from a learning and development perspective. Did it work? Did it not work? And then we recycle that learning back into the organization.

Double-Loop Learning at Telus

Page 35: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

Page 36: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

• Decision Latency• How long from choice point to decision.

• Decision Quality• How did the decision serve us.

Double-Loop Learning:A Practice for Mitigating Two Key Areas of Risk

Page 37: Double Loop Learning--Purpose and Power--PNSQC 2014 - slides

(c) Jean Richardson 2011 AzureGate.net

Jean Richardson

[email protected]

Blogging at: www.azuregate.net

LinkedIn: Jean Richardson

Twitter: JeanAtAzureGate

Questions?