Why Does Experience of Wholeness… ! Bring out the best in human beings?

! Propel innovation?

! New life?

! Eclipse old patterns?

! So easy?

AI Summits: Three Ways to Understand Positive Change

Business Impact and Research Results

BUSINESS RESULTS: Navy: $2 Billion* �Winning the Battle for People�

Trucking Company: Stock Price Follows Increasing Engagement Scores:

$14 $ $41 in 1.5 Years *Testimony House Armed Services

Committee 2004

WHY SO EASY? Vigor, Passion, System

Engagement, Dedication Pipeline of Customer-

focused Innovation/Speed

38 % Higher Productivity

(Glavas 2009)

Why Does Experience of Wholeness… ! Bring out the best in human beings?

! Propel innovation?

! New life?

! Eclipse old patterns?

! So easy?

Why High Engagement? The Business Case

!  Approaches to competitive advantage:

–  Low price – less than 60 days –  Operational/technical expertise – less than 3

years –  Fully engaged employees

(people think and act like owners) – more than 7 years

Gallop Study: 1.7 Million Employees

�I have the opportunity to do what I do best�

!  What percentage of people do you think - 1.7 million people from 101 companies - strongly agreed that they are empowered to do what they do best in their work and company?

!  Hint: The wealth of unrealized capacity in enormous - people are dying to be tapped on the shoulder and asked for more engagement in the strategic issues of the day - like the Navy example.

High Engagement Organization

1st Level

2nd Level

LOW Influence

HIGH Influence

Top Levels

Experience of Authority & Influence

AI Summit Planning

!  Forming summit planning team !  Defining summit task and topics !  Mapping summit stakeholders

!  Designing the summit format & Logistics !  Creating the summit design

!  Preparing the opening AI questions !  Preparing summit communication strategy

!  Envisioning post-summit momentum

Questions to consider when creating the summit agenda

Day 1: Discovery Pre work, questions, continuity scan, wider environment and

mapping the key stakeholders? Day 2: Dream & Images of Desired Future How far into future, type of group activity, Summarizing visions, discovery of common ground,

differences? Day 3: Designing—principles, org propositions of ideal,

prototyping? Day 4: Destiny: open space; work groups or whole system

action; convergent smaller projects, individual line of site.

How AI Addresses the Three Essentials of Change Management Suresh Srivastva and others Executive Continuity.

Managing Transition

Managing Novelty

Managing Continuity

•  Planned Change •  A$B Rational Change

•  Managing Surprise •  The Unexpected •  Emergent Complexity

•  Threads of Identity and Positive Core

•  Inter-generational history as positive possibility

Research on the Functions of Good �Continuity Management�

•  For Individuals: Pride, confidence to act, ethical guidance connection to others, freedom

•  For the Organization: Strengthened commitment; better decision making; decentralized control; mission stability; accelerated organizational learning; more long-term thinking; customized change; more effective inter-organizational partnerships and alliances

Power of Stories

•  Stories stick like glue…great leaders know it •  Why? They make information easier to remember: �Whole brain�

•  Stories make information more believable than statistics

•  Narratives create the basis for identity formation and they foster high quality relationships

•  Story-telling is the most powerful human medium for conveying values and visions

•  Stories paint pictures in the mind •  Organizations vary: narrative rich to narrative thin

How About Appreciative Inquiry Under Conditions of Crisis and Conflict?

!  Hotel Story.

!  The Crisis Boils.

!  The Jr. Consultant Looses All Composure…Storms Out. Senior Consultant Hates Conflict!

!  What Would You Do?

Principles of Metaphor

!  Metaphor: An Invitation to See the World Anew !  Subtle Transaction Across Contexts !  Facilitates Learning New Knowledge

!  Overcomes Defenses That Constrict Us !  Challenges Traditional Change Norms…Is More

Subtle, Indirect, Constructionist, and non-deficit in Theory of Change

Generative Metaphor Intervention/Enhancement

!  The whole story.

!  What we did and why.

!  Carl Jung�s wonderful clue.

!  The results: relationships; bottom line; and breakthrough performance to Five Star hotel

The AI 4-D Model

Discovery �What gives life?�

The best of what is. Appreciating

Dream �What might be?�

Envisioning Results/Impact

Design �What should be –

the ideal?� Co-constructing

Destiny �How to empower,

learn, and improvise?� Sustaining

Affirmative Topic

What is Design?

�Designing renders visible our hopes and dreams, it is the first signal of human intentions.�

--William McDonough

Our Work With IDEO World Class Designing in Action

1.  Provides a new, optional way to do the Design Phase

2.  Great choice when you wish to design products, new customer experiences, and initiatives that are more tangible and focused.

3.  Instead of �propositions� or principles we are designing prototypes—actual three dimensional models or mock-ups of the concepts.

Fast Company said…

�IDEO is the world's most celebrated design firm"

The Wall Street Journal dubbed IDEO's offices "Imagination's Playground"

Fortune titled its visit to IDEO "A Day at Innovation U"

Every spring, Business Week includes a cumulative tally of firms

who have won the most Industrial Design Excellence Awards.

IDEO has topped that list for ten years running.

Are Ai Summits Too Small, Too Limited?

! What happens after a company has done over 50 Ai Summits?

! This is exactly the opportunity Roadway Express faced a couple of years ago.

Digital Stories

From Best to Next

AI Ovationnet �Next Practice Sharing�

One Story Magnified a Trillion Times

!  One facility

!  671 added one more shipment on every outbound load. !  +$429,000 Profit after taxes

!  Transfer to Company

!  What if we had 1 more shipment on every linehaul trip? !  + $13 million Profit after taxes

!  It is happening! Recent $10 million Savings—Operating Ratio…Winston Salem Story…2000 people on last call

Examples how the network has benefited the company

Exciting Application Arenas Appreciative Inquiry & Strength-based Approaches

♦ �AI� Organization Summit for Transformation ♦ Corporate Strategy and Alignment

♦  Innovation and Design: Products, Services ♦ Business IT Changes

♦ Lean Operations & Sustainable Green Design ♦ �AI� Knowledge Alliances & Webs ♦ Labor-management Partnerships

♦ Measurement Scorecards ♦ Project Management and Hot Teams

♦ Mergers & Acquisitions ♦ Branding

♦ Corporate Talent Development

Moving to Action: Where Might a More Strengths-Based Leadership Approach Create Value in My Own Work and Life?

!  If anything imaginable were possible—assuming there are no constraints whatsoever—what kind of �AI� initiative, project, or experiment might I want to launch?

!  Name the possibility or possibilities—and begin the conversation with your original interview partner…what/where/why/who?

!  What is one small initiative or possibility? !  What is one big possibility—something that would be a real

stretch?

The Appreciable World is So Much Larger Than Our Normal, Everyday Appreciative Knowing Capacity…

!  "If we did all the things we are capable of doing, we would literally astound ourselves."

--Thomas Edison

Elevating Inquiry into The Appreciable World

Advancing

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Initiating Lo w

Ai�s Theory of Positive Change: 1.  Elevate and Extend 2.  Broaden-and-Build 3. Establish and Eclipse

Elevation and Extension of

Inquiry

Pro-Fusion of + Strength

Activation of Energy

We Are Born To Appreciate: Three Facts About All Human Beings

!  Exceptionality !  Essentiality

!  Equality/Voice and Vision

For Those Interested in more resources & learning opportunities r please go to:

1. Appreciative Inquiry Certificate Program (next session Dec. 7 2012 Longboat Key Florida then February) !  http://weatherhead.case.edu/executive-education/certificates/appreciative-inquiry/ 2. Leadership Deep Dive: !  http://weatherhead.case.edu/executive-education/programs/subjects/other/deepdive/

3. For hundreds of free tools, articles, power point slides see the �Appreciative Inquiry Commons� !  http://appreciativeinquiry.case.edu/ or AICommons@case.edu

4. For an advanced program online (for people who have already had a foundations course in Ai) see !  http://www.ovationnet.com/workshopinfo.htm 5. Interested in a Masters in Positive Organization Development from the #1 program in the world. See:

http://weatherhead.case.edu/degrees/ms-positive-organization-development/ David.Cooperrider@Case.edu