U Journaling — Otto Scharmer

I have used variations of this journalling process now in several events. The source comes from Otto Scharmer’s work and The Presencing Institute. I typically use them to invite a level of personal sourcing, and to clarify intentions. Everything from 10 minutes to a couple of hours. Colleague Martin Siesta hosted a sweet version of this last week in Colorado working with financial planners. It was followed by time in wilderness and then a partner discussion.

The full questions and context are here.

The questions in brief, follow:

[ 1 ] Challenges: Look at yourself from outside as if you were another person: What are the 3 or 4 most important challenges or tasks that your life (work and non-work) currently presents?

[ 2 ] Self: Write down 3 or 4 important facts about yourself. What are the important accomplishments you have achieved or competencies you have developed in your life (examples: raising children; finishing your education; being a good listener)?

[ 3 ] Emerging Self: What 3 or 4 important aspirations, areas of interest, or undeveloped talents would you like to place more focus on in your future journey (examples: writing a novel or poems; starting a social movement; taking your current work to a new level)?

[ 4 ] Frustration: What about your current work and/or personal life frustrates you the most?

[ 5 ] Energy: What are your most vital sources of energy? What do you love?

[ 6 ] Inner resistance: What is holding you back? Describe 2 or 3 recent situations (in your work or personal life) where you noticed one of the following three voices kicking in, which then prevented you from exploring the situation you were in more deeply:

Voice of Judgment: shutting down your open mind (downloading instead of inquiring)
Voice of Cynicism: shutting down your open heart (disconnecting instead of relating)
Voice of Fear: shutting down your open will (holding on to the past or the present instead of letting go)

[ 7 ] The crack: Over the past couple of days and weeks, what new aspects of your Self have you noticed? What new questions and themes are occurring to you now?

[ 8 ] Your community: Who makes up your community, and what are their highest hopes in regard to your future journey? Choose three people with different perspectives on your life and explore their hopes for your future (examples: your family; your friends; a parentless child on the street with no access to food, shelter, safety, or education). What might you hope for if you were in their shoes and looking at your life through their eyes?

[ 9 ] Helicopter: Watch yourself from above (as if in a helicopter). What are you doing? What are you trying to do in this stage of your professional and personal journey?

[ 10 ] Imagine you could fast-forward to the very last moments of your life, when it is time for you to pass on. Now look back on your life’s journey as a whole. What would you want to see at that moment? What footprint do you want to leave behind on the planet? What would you want to be remembered for by the people who live on after you?

[ 11 ] From that (future) place, look back at your current situation as if you were looking at a different person. Now try to help that other person from the viewpoint of your highest future Self. What advice would you give? Feel, and sense, what the advice is—and then write it down.

[ 12 ] Now return again to the present and crystallize what it is that you want to create: your vision and intention for the next 3-5 years. What vision and intention do you have for yourself and your work? What are some essential core elements of the future that you want to create in your personal, professional, and social life? Describe as concretely as possible the images and elements that occur to you.

[ 13 ] Letting-go: What would you have to let go of in order to bring your vision into reality? What is the old stuff that must die? What is the old skin (behaviors, thought processes, etc.) that you need to shed?

[ 14 ] Seeds: What in your current life or context provides the seeds for the future that you want to create? Where do you see your future beginning?

[ 15 ] Prototyping: Over the next three months, if you were to prototype a microcosm of the future in which you could discover “the new” by doing something, what would that prototype look like?

[ 16 ] People: Who can help you make your highest future possibilities a reality? Who might be your core helpers and partners?

[ 17 ] Action: If you were to take on the project of bringing your intention into reality, what practical first steps would you take over the next 3 to 4 days?

Health Care Reform in Utah

A bit from colleague, John Kesler, with whom I have worked a bit to support the evolution of health care in Utah…

The overview is here. The large change priorities follow…

Vision 2010 Sub-Committees

“Large Change” Priorities

Quality and Safety

• Support the IHI 5 million lives campaign. The Campaign’s goal is to protect patients from 5 million incidents of medical harm from December 2006-December 2008. The effort aims to enlist 4,000 hospitals in a renewed national commitment to improve patient safety faster than ever before.

Seamless Technology

• Support the creation of a universally accepted and accessible clinical records exchange tool

• Reduce “fragmentation” in the system and simplify exchange of clinical data.

Access and Affordability

• Link the various conversations related to access and affordability in the State of Utah—the Governor’s Plan, UMA’s committee, Healthcare Coverage Coalition, Salt Lake Chamber, Michael Leavitt plan, other conversations, etc.

• Support a Shared Values Model for a New System:

–A strong public health system

–A reformed insurance market that delivers essential core coverage

–A reformed healthcare delivery market that creates incentives for increasing value

–Systems that fully support the delivery of high quality care

–Transition bridge for existing community and volunteer clinics

Engaged Workforce

• Continue to support and pursue initiatives to support academia. Work in partnership with the Utah State Office of Education and Dept. of Workforce services to promote health sciences careers and “fill the pipeline” for future healthcare needs. Work in partnership with UONL and academia to initiate the USPIN proposal to streamline clinical placements for nursing students.

• Increase interaction with other sub-committees in the areas of safety, wellness and diversity. Focus on efforts to improve employee wellness in our hospitals, both physicially and emotionally, working toward the goal of “Treating the employee better than they treat the patient.”

• Further define levels of professional competence in the healthcare workforce.

Berkana as a Self-Organizing System

From Berkana’s most recent enewsletter, an invitation to reinvent that is true for all of us, and one that I am in with dear friends.

Berkana as a Self-Organizing System

Berkana is reinventing itself, and we’d like to share our new direction with you.

Since 1992, when Berkana was founded, we have been learning about how to create the conditions for self-organizing to happen. During this time, we ourselves have operated in a somewhat traditional form: as a nonprofit institute with staff, offices and professional leadership. The gift of today’s challenging economic environment has been to call us far deeper into the experiment in self-organizing.

For all of us working to create social change, we are confronted with the paradox that there is less money available but more need than ever for the kind of work we do. The nonprofit model Berkana has been working in is proving to be unsustainable, and we believe it is time to invent a way to do our work that is flexible, resilient and adaptive.

Fortunately, we know a little something about flexible, resilient and adaptive systems. The organizational model that we plan to experiment with is a self-organizing system that invites many people throughout the Berkana community to step forward with the leadership they wish to offer. It calls for entrepreneurship, creativity and ingenuity. It requires that many people engage in a whole new level of effort around the actions they wish to commit to.

We invite you to learn more about how self-organizing can harness our collective creativity and commitment for building healthy and resilient communities.

IONS — Hosting Conversations at Large Conferences

Last week Teresa Posakony and I hosted at the IONS conference in Tucson, Arizona. We were asked to support the desire for more participation in the event, a large scale conference. Many colleagues (Berkana, Art of Hosting, World Cafe…) joined us in direct support, offering ideas, and in standing with.

I want to share some of the gist of this – because it went really well! And because there is important learning for many of us, all of us, in pioneering engagement and deep community in large conference formats. And because it was beautiful learning and experience on activating a field, a resonance. And, and, and…

The gist of the how and what was four plenary weaves and two breakout sessions to meet in open space format (hosted with Sharon Joy Kleitsch, Jane Gignoux and others from the IONS Community Groups), as well as a conference table for Berkana / AoH materials. Each day we had between 25 and 50 minutes to work with the group at a plenary level. There were 400 – 600 in the room in basic theatre style seating in the conference ballroom. The basic framing we chose was one of “turning to one another.” Naming the kinds of learning that can occur, acknowledging amazing speakers, and inviting us to make sense, tell stories, get clear by turning to one another. Yes, Meg Wheatley’s book, Turning to One Another, was available at the bookstore. Yes, partner discussions. Yes, groups of 4 or 5. Yes, journaling… And yes, this was an audience where we could talk about wholeness, wellness, consciousness. We spoke it as “the wisdom we need is in the room, the wellness we need is in the room, the consciousness we need is in the room.” We could speak of the wholeness of the world wanting to be in communication with us and through us.

Day 1 we worked with experiences of shift in consciousness. Day 2 with images of the future being born in us. Day 3 with sense-making of a very powerful and dyer presentation from Edgar Mitchell on the state of sustainability and what we can begin to do with our two feet and hands – working with simplicity and first next steps that feed the whole. Day 4 with intention setting. And yes, we told stories. Of Berkana Exchange. Of our kids. Of whales thinking they can fly. Of blue footed boobies. Thanks Meg for the latter two. Yes, even offered a dialogue poem / rap in the moment which landed well. And yes, we invited – called out – ourselves and the group to be in deep questions. Held them with seriousness and with a lightness.

A representative story of appreciation…. We were done with all of our sessions. A participant handed us a note of deep appreciation. “You have shifted how this conference is run. You have hosted and held the kind of inclusive community that we so want and need.” It was a beautiful little offering from her and full of thanks. We had so many people share similarly. It was as if they couldn’t not share with us. People in the halls would stop and tell us deep, involved stories. They felt invitation to just open up and felt release and wellness in doing so. The energy field we intended had them well(er). Activated…

So, all of this to say, yes, a movement is afoot. Yes, a beautiful taste of being involved and sharing Berkana stories. Yes, a dive into the river of heart and soul. Yes, to the work that is beneath the words – working in energy fields. We held it that way, along with many, and it came to form that way.

Gratitude friends, in the turnings.

A few additional photos, including graphic recordings of Julie Gieseke are here: http://www.flickr.com/photos/tennesonwoolf/sets/72157620843375326/