Transforming the National Recreation Program

I'm in Salt Lake City attending a meeting on Sustainable Recreation in the US Forest Service. A small group of members of the Recreation program at the national, regional, and forest levels of the organization have crafted a National Recreation Strategy to replace an outdated strategy (I think the last strategy was crafted in 1988). The small group has worked for 2 years and is very excited to share the work with a larger group.

There's much passion and energy for this strategy because it's centered on principles of Sustainability and Community Engagement through Recreation and Tourism (CERT). There are a number of specific goals and objectives, but to say it in a nutshell... It's all about the Forest Service engaging with communities to have meaningful dialogue around how together to create balanced and long term health for people, profits, and the planet.

I've been providing some consultation and facilitation to the smaller group and today was the first day of a very complex meeting in which we shared the National Recreation Strategy, Sustainable Recreation, and CERT with a wide group of employees from around the country. We had about 20 people in the room, about 10 people on the telephone, and another 20 people on a video conference. It was trying and complex to mix the media, but absolutely necessary for a sustainability conversation to include low carbon methods for connecting.

I feel the day was a resounding success. We wrapped up the phone and video portion about 1.5 hours before the end of the day so that those of us who were present in the room (here in Salt Lake City) could process everything and begin to wrap our heads around things like...

1. What does sustainable recreation look like?
2. How might our lives be different when we've fully embraced the new National Recreation Strategy?
3. How are we going to share this experience with our leaders and our employees when we get home?
4. How can we foster transformation rather than paying lip service to a plan which is quickly shelved?

I'm ever so grateful to have not been the facilitator of the meeting. Lyn Wiltzes (sp?) from Seattle was the facilitator and did a remarkable job.

I'm feeling very jazzed. I feel like I'm in the right place at the right time and part of something BIG. Something with Purpose and Meaning. I feel this frequently at Forest Service meetings, which is probably why I fall in love with the Forest Service all over again every time I meet new employees or see a new and magnificent landscape. I'm so grateful to be a part of this organization and I'm grateful to have had all the amazing experiences I've had the past 9 years.

Hopefully I'll have time and energy to capture my reactions to day 2 of the meeting. I have the feeling that of all the things in which I've participated, this one is worth capturing for posterity.

Labor Begins

Everyone seemed to feel last nights school meeting was very productive. It was the 4 founding families, although all were invited. We agreed to put up our booth at the farmer's market on Saturday, agreed that of the two possible free locations for the school we preferred the old school house on Trace Ridge Road because it would require less construction (and there's only 8 weeks until school starts).

The bulk of the meeting was a discussion of the finances. I shared a simple equation to help us begin to finalize the projected income and expenses so that we can finalize the strategic plan in order to file for non-profit status. The equation is this:

Tuition = total expenses / # of student days per week

We began with the assumption that tuition was $10 per day and then determined which expenses were optional and which were absolutely necessary. Those deemed necessary included utilities, insurance, salary, facilities maintenance, and supplies. We assigned relatively solid estimates to each and discovered that there was a shortfall of about $80 per week.

We then identified several ways to fill in that gap:

• Seek more students (we need 8 more student days, so either 8 students who select one day a week or some combination of students who select 2-3 days per week)
• Rather than have a paid teacher for all 3 days a week, shift the strategy so that the paid employee does all coordination in 1 or 2 days and rely more upon the other parents to share the teaching.
• Plan more fund raising activities
• Plan to compensate the teacher with both dollars and goods or services.

The last option involves a great deal of administrative burden. The acceptable goods and services must be identified up front with a dollar value assigned to each. They would also be considered part of the taxable income and so there would still be some dollars associated for state and federal taxes.

There are still a number of questions to be answered, but I was personally proud and surprised that we are facing the uncertainties and working through the complexity together. I was also fairly surprised that no one suggested we forget about applying for non-profit status. That is certainly something to celebrate because in my mind that was the most often re-visited decision over the past 2 years. We really have come a long way!

Eight weeks of hard labor to go!

The Quickening

Apparently this baby wants to be born! Today our teacher got a call from a woman who has agreed to donate to us a location for our school! I for one had been discouraged by how much time had lapsed since the initial contact, but it turns out that once again I'm uselessly impatient!

The news appears to have given everyone a burst of energy and drive. A fund raising opportunity for this Saturday which had been cancelled is now on again!

I also had the opportunity to do some processing with a couple of the members of our group. It was good to know that people were willing to express having felt slighted and even angry in response to what I shared at our last meeting. It is so absolutely necessary to group cohesion that we learn how to work through conflict. And even though we talked about it conceptually at various points throughout our planning process, up until now we haven't gone there together.

I'm so pleased with our progress. We really have come a long way. I met these people at a local Summer Solstice celebration in 2006. At the same Summer Solstice party in 2007 we had the idea to form a school. Now, at this years Summer Solstice, only 2 years later, we'll be celebrating the fact that we have a location and three more families have joined our coop.

This is the Quickening. This is the time when the baby turns in the womb and is in position to be born. The labor is about to begin!

Struggling to Be Born

Recent changes in the school development project have been tough and really felt like a struggle. When I'm connected to my deepest sense of Purpose I'm certain that my decision is not only the best one for my family but also serves the school.

However, it cannot be denied that my decision is disruptive and jarring to our fragile womb. Is that a positive and neccessary part of gestation, or useless pain? I suppose only time will tell if I've been effective in midwifing the birth of this school. Reminds me of one of my past posts entitled "Life Lessons from my Chickens". A group of people working together to create an entirely new organization is a struggle. It is complicated enough for two people to form a partnership such as marriage, but for four families to become cohesive enough to create agreements based on commitments of time and money is incredibly complex.

And while I have a number of skills and tools to throw into the mix, there's still so much more that is needed for this collaborative venture to produce anything. We have passion and determination, but whether or not this outweighs our fear and uncertainty remains to be seen. I've attempted to create a space where people feel safe expressing concerns and discussing their growth edges. I've attempted to guide people to their growth edges and invited them to ponder the chasm between us and our dream. I've tried to model this by being transparent in sharing my own hopes and fears. I'm even putting myself into this blog, knowing full well that anyone can read this at any time.

Yesterday I gave out a six page list of the action items to be achieved in the next 10 weeks. At each step in the journey there seem to be two choices, either we step up or we step down. I sooooo want to see us step up. But I can't help but think that people might percieve that I have stepped down. I find myself questioning whether I did the right thing. But I don't want to be right, I want to be part of a cooperative elementary school. I want children in one of the poorest rural counties in the entire country to have a stellar education, regardless of the income of their parents. I want to look back at this blog post and smile in a knowing way... and realize that just like giving birth to a new baby, it was the most long, painful, and arduous blessing of our entire lives.

For the Good of the Order

Last night we had another school meeting and I got the opportunity to share the news which I described in my last post. In short: I shared that putting my own kid in public school for kindegarten this August would allow me to better serve the development of the school.

We were out there at the park with our 8 kids running amok until 10 pm because we had two new families at the meeting and I wanted to wait until after they left to share the news. I didn't think it would be fair to "stir the pot" with brand new families in the mix.

The news was jarring and it took time to process. I feel exhausted this morning. I keep replaying the night and wondering if I really did the best I can do. I felt like I was talking loud and emphatically, and that speech pattern makes me wonder if I was being fanatical and arrogant. And as the group rehashed some of the last meeting's conversation it occurred to me that I'd had a very different experience of the conversation than the others had. Of course, that is always the case... but it highlighted to me that having my own son on the enrollment list amplified my drive and pushiness for some of the specific details of the strategic plan. Having my own son's needs in the equation limited my ability to really hear the needs of the emerging order.

I believe that people can realize their dreams if they are willing to face their fears and work hard. I've proven this to myself numerous times. My husband and I are persistent, we know that success requires a willingness to fail frequently until you get it right. None of us have ever formed a school. For me there is great beauty and great learning in the trying, in the trials.

I like to think that I have organizational skills for a reason and that my Purpose has to do with helping people realize their dreams by organizing group efforts. Forest is a bright kid and he's going to learn no matter where he spends his days. Now that he's "taken care of" for this school year I can be clear about acting for the good of the order rather than acting out of self interest. I feel emboldened to lead the process. I feel like the gap between the present and August 24th will close quickly and there's much work to do. I'm already forming action items and lists in my mind, and now I'm comfortable playing manager and bringing more accountability to the picture. This is what the emerging school requires and I have the skills to play the part. For the good of the order.

Shifting Fields of Attention

The planning for Leslie Creative Learning Cooperative has gone well. The visioning period went well. Last meeting we unhinged the structure and let things float for a period. We re-opened a number of variables that had been set in the first draft of the strategic plan. The meeting wrapped up and we had not come to any closure. I asked everyone to stay in the uncertainty until the next meeting, in order to see how the various options felt.

Last night we met again. I facilitated a process which I'm thinking of as a "Deep dive to I Am." We passed a talking stick and began with "When we left the meeting I felt... and since then I've been feeling...." I facilitated discerning thoughts from emotions. I held the intention and facilitated A) People going deeper in the U (Theory U) by personally admitting their fears, and B) Viewing themselves at responsible and accountable for starting a school, 3)Realizing that there were no external forces which were preventing us. By connecting to the universal emotion of fear people had a shared experience and were able to shift from field 1 and 2 to field 3: "Seeing myself as part of the whole."

Once people began sharing feelings of fear and disappointment they began experiencing care and compassion for each other. This raised the coherence of the field in such a tangilble way that it created safety. I then lead people to connect with their most creative and innovative self and pass the stick a round with this topic... "I know I can do this. I am ___. I am going to ___." Each individual made a number of commitements and assignments using "I am" at the beginningof each statement. Then I called out questions and prompted them to all reply "I am" again and again like drumbeats.

The purpose here was to allow it to really sink in that we were the only things stopping us and that we decide whether we succeed. It also made a cadence which shifted the field from care and compassion due to vulnerability, but rather hype and momentum for success. Next we passed the talking stick for a round on the topic "Right now I feel..." and saw the noticeable shift in emotions. By going into fear together we generated the fuel for our own reserection. People were excited, and appeared to have a new sense of ownership, clarity, and purpose.

I closed the circle and released the deeper space we'd been holding. We chatted about fundraising and enjoyed a lovely meal.

While I know that the field 3 awareness was fleeting, I also know that the more we operate from that space the easier it becomes to achieve levels 3 and 4.

Life Lessons from my Chickens

We're hatching chicks in an incubator upstairs. The first few emerged on Saturday, several came on Easter sunday, and a few more are considering today as their birthday. My little kids are quite smitten by the chicks and fascinated by the process.

I am learning a great deal about transformation and life by watching the process. One thing I notice is that I really had a sense of pride for and affinity with the first brave chick. She didn't have the most effective exit strategy... she pecked for a very long time and finally broke through. I'm not sure what part of my programming has conditioned me to think that being first is best. I'm considering how much this notion serves me and perhaps I'll let it go.

The second chick had a much more efficient liberation. She pecked in a sort of straight line until she'd completed a circle and then gracefully pushed the whole top of the egg right off. She didn't have to fight nearly as much as the first. Why do I appreciate the struggle of the first more than the efficiency and grace of the second?

We have two kinds of hens, brown ones and black ones. For some reason the first 5 chicks born were brown and the next 4 chicks born were black. The black ones all died their first night. We think that they got too hot under the lamp and too dehydrated. Maybe the 5 brown chicks - being several hours older and therefore stronger - bullied the black chicks and kept them from the water? We don't know.

All the eggs began their 21 day incubation at the same time. Today there are two eggs with beaks sticking out of them, and I can see the chicks are breathing, but they appear to have no motivation to break out. This is the most interesting lesson of all to me... I put the eggs in and did what I was obligated to do. I can't do anything else. I can't break the shells open and let the chicks out because they would be weak. They MUST struggle by themselves in order to build up the muscle strength and determination needed to survive.

It doesn't matter if I'm fearful, helpful, prayerful, or facilitative... each of those chicks has to make its own choice to fight out of it's shell or to simply die.

Like the school we're working to start. I've done what I can to guide the visioning and the strategic planning process. At our last meeting we agreed to re-open a number of the variables which had been pinned down in the first iteration of the strategic plan draft. Some of the possibilities included realizing something less than what we had dreamt. We even came face to face with the possibility of giving up altogether. I encouraged everyone to sit in the place of uncertainty which we created by re-opening the variables. I asked them to see what the various options feel like.

I hope that what emerges from this time of incubation is a fight to live, a fight to emerge from our shell and grow feathers so that one day Leslie Creative Learning Cooperative might fly. Creation is a tender and fragile process, yet it is infinite and constant. Even if all my chicks don't hatch there will always be more chickens. The seeds I plan and tend to may never bloom, but there will always be flowers. For this, I am grateful.

The Transpiral Model of Development

Many organizations, when faced with making large changes, focus on the objective aspects of the system such as process, policy and procedure. Leaders and consultants alike frequently underestimate the importance of the human experience of change. Successful organizations recognize the importance of engaging employees as whole people rather than merely a pair of hands. The Transpiral Model provides a framework for assessing, understanding, and supporting the needs of people as crucial elements to the success of an organization.

Today’s knowledge workers switch employers frequently to actualize their fullest career potential. Organizations which do not value employees as whole individuals do not retain expertise. In order for an organization to maximize its fullest potential, it must support individuals in maximizing their fullest potentials. Psychologist Abraham Maslow described a Hierarchy of Needs (the bottom triangle in the diagram on left) or steps which an individual must take in order to achieve self actualization. The Transpiral Model builds on Maslow’s work and addresses the steps needed to achieve group and organizational actualization.

According to Maslow (1999), an individual addresses his or her needs in order of priority, beginning with basic physiological needs. Before an individual can achieve a great work, such as painting a masterpiece, he or she must have adequately addressed the needs for food, shelter, developed nurturing relationships, and must have positive self-esteem. Maslow reminds us that self actualization is not a static state, but rather something toward which one strives throughout life. Professionals in today’s labor market have achieved some degree of self actualization in order to have graduated from higher learning institutions.

Tuckman (1965) identified the popular model for the formation of groups in organizations: forming-storming-norming-performing. The Transpiral Model (shown on the upper left) combines Maslow’s Heirarchy with Tuckman’s developmental sequence (middle triangle) and then adds steps toward group actualization (top triangle). More than the ability to work together, group actualization is a state of high performance.

In order for a group such as a team, and organization, a business, or a community to actualize its fullest potential, it must meet the requirements defined in the top triangle of the model. The group must have financial accountability and be fiscally solvent in order to achieve its fullest potential. The group must be secure, meaning that there are no threats to individual safety or to the safety of the group. This security could be physical or psychological. Psychological security of the group blends into the next level of group actualization, respect. Respect is important especially during decision making. Respect leads to trust. Groups frequently function without perfect trust, but in order for a group to achieve its fullest potential, trust is crucial.

When a group is financially stable, when all the members are physically and psychologically safe, when there is enough respect to facilitate effective communication and decision making, and when the level of trust is such that individuals may act on behalf of the group without taking time to ask permission; only then is it possible for a group to achieve its maximum potential. As with self actualization, group actualization is not a static end state. Rather its reached in peak moments. Peak moments provide the group with feedback on how to strengthen the preceding steps to actualization in order to sustain actualization for longer and longer periods.

The Transpiral Model is my original work and it earned me a Master of Arts from Prescott College in 2005. It is my intention to make this work available to anyone who is interested. In addition to periodic blogs I will explore both traditional and non-traditional venues for publication. You may contact me to request a free ebook of The Transpiral Model of Social Change.