Share Faster Than 20
Share to email
Share to Facebook
Share to X
Four years ago, I started organizing a small end-of-year gathering with other Bay Area collaboration practitioners to celebrate and make meaning of the year together. We would spend the first few hours of our session mapping how our individual years went using an exercise called Journey Mapping, then we would share our respective stories with each other and toast the end of the year with libations and snacks. It was a lovely ritual, and it became an annual tradition.
This past year, we couldn’t do a face-to-face gathering due to the pandemic, so we decided to do it remotely instead. Going remote had three wonderful benefits. We were able to divide it into two sessions, which netted us more time. We were able to invite more people, including folks who lived outside of the Bay Area. And, it was a good kick-in-the-pants for me to write up the exercise so that others could organize their own gatherings. (Several folks did, which made me incredibly happy.)
Journey Mapping is a quick way of visually telling the story of a project’s highs and lows over a bounded timeline. (Product managers may be familiar with customer journey mapping, which is similar in spirit, but different in practice.) You can do the exercise on your own, but it’s nicer in a group setting, even when everyone is doing it for themselves (as we do in our end-of-year ritual). It’s like working out with a buddy — you’re more likely to do it if others are doing it with you, and it’s a wonderful way to support each other and build community. When you do it as a group on a shared project, it serves as a fantastic tool for making meaning together and for discussing and developing shared narratives. I often use it as a ritual for teams to celebrate, mourn, learn, and transition.
How you do the exercise is not as important as simply making time to reflect regularly. The more you do it, the more you’ll understand how best to adjust it for your specific situation. That said, Journey Mapping has three attributes that I think are particularly powerful.
First, it contextualizes your work in your overall life. The toolkit specifically asks you to map highs and lows both professionally (or with a specific project) and personally. In a team setting, the tendency is to skip the personal brainstorming, especially when you have limited time. Sometimes, this is warranted. However, you lose a lot when you do this. Several years ago, I did this exercise with a startup’s leadership team, which was struggling mightily with interpersonal dynamics. Earlier that year, they had been running out of money, and they weren’t sure they would be able to raise another round of investments. Not surprisingly, that was a low point professionally for everyone. At the same time, one of the leaders had also been dealing with a family tragedy and the dissolution of a relationship. The rest of the team never knew about this and only found out about this through the Journey Mapping exercise. Learning about their teammate’s personal struggles many months after the fact caused them to re-examine how they viewed their behavior during that time, leading to greater empathy, a little regret, and ultimately forgiveness.
Second, the Journey Mapping exercise asks you to list the highs and lows from memory first, then to review your calendar, journal, and other artifacts and add anything you might have forgotten. This reminds you that what you might be feeling and remembering in the moment is rarely the whole story and that there may be lessons to harvest or things to celebrate that are worth revisiting. It also reminds us of the importance of having and reviewing artifacts.
Third, the Journey Mapping exercise encourages you to take your somewhat structured set of sticky notes and create meaningful art out of it. For example, these were the sticky notes that I created for my 2020 (using Sticky Studio):
and this was my artistic rendition:
This part of the exercise almost always gets short shrift. We often treat art as optional — nice, but not necessary. Doing this end-of-year ritual with my colleagues the past four years has helped me realize that this is a mistake, not just with Journey Mapping, but with many of my exercises. Practically speaking, when you create something that’s beautiful, you’re more likely to look at it again. More importantly, the act of creation leads to an understanding that’s far deeper and more meaningful than a set of sticky notes can convey.
You can get a taste of what I mean by looking at the art that some of my colleagues created:
Everybody chose to tell their story differently, from emphasizing specific themes (e.g. needing space, “re-“ words) to capturing a larger metaphor (e.g. tree, river). My colleague, Catherine Madden, organized her year into five categories and wove her story into the tapestry on the right — you can read more about her story and process here. Seeing what people created and listening to their stories were incredibly moving. I will remember those stories in a way that I don’t think would have been possible if they had simply told them or shared their sticky notes. Moreover, I don’t know that they would have told the stories the way they did if they had not had the chance to create this art.
The personal backdrop for my 2020 was — like everyone’s — all about the pandemic. I was incredibly fortunate to be healthy and safe and not to lose anyone to COVID-19. So many people were not that lucky. The numbers are staggering — 2.2 million deaths worldwide so far, 450,000 in the U.S alone. (For comparison, 400,000 Americans died in World War II.) What made it all the more heartbreaking — especially for someone whose purpose is to help society collaborate more effectively — was how divided and misaligned we were in these trying times.
I was way luckier than most, but pandemic life was still hard. I spent the spring simply trying to cope. Like many people, one mechanism I tried was growing plants. I found a wilted mint sprig in the back of my refrigerator, which I rooted in water for several weeks, then transferred to a pot. I observed and documented the process every day, occasionally sharing what I saw on Instagram. My partner, amused by the loving care I was showing my plant, named it, “Mo.” I was awed by how resilient my mint was, and I was also surprised how gratifying this simple, regular practice of paying attention to Mo Mint felt.
Resilience. Paying attention. These became recurring themes both personally and professionally. I went into 2020 hoping that I could spend 30 percent of my time on coaching and training individual collaboration practitioners. I felt that this would be the best path to maximizing my impact, and it’s also where I felt the most energy and joy. A third of the way into the year, as the lockdowns were starting, it was clear that I wasn’t getting enough traction to hit that number.
I also went into 2020 adamant that I would only take on organizational clients willing to try my muscle-building approach to addressing their challenges. Convincing clients to do this has always been difficult, but my yield in the first half of 2020 was even lower than what it usually was. In an interesting twist, both the pandemic and the racial unrest created demand around collaboration practitioners who could help with remote work and equity work. However, most of the prospects who came my way were more interested in quick fixes than the kind of deep work that real change requires.
Grappling with those two things in concert was hard enough. Doing so during a pandemic was even harder. Paying attention and focusing on resilience made all the difference in the world.
The previous year, I had started to experiment with video as a way to better communicate my frameworks and practices, and I had more ideas and partially written scripts than time to produce them. Several conversations I had been having with colleagues inspired me to revisit one of these videos, Acting Strategically, which I published in April.
The response was universally positive, with many people asking me, “What would it look like for me or my organization to do this?” This led me to dust off some workouts I had developed over the years and start piloting them with colleagues and friends. The pilots performed well, and I loved doing them. I started preparing an “official” offering for late 2020, when something unexpected happened. Focusing on strategy was helping prospective organizational clients understand my workout approach in a way that had failed to click otherwise. Even when it was clear that they needed to focus on areas other than strategy, because they were better primed for this approach, they were more open to using workouts to address other aspects of collaboration.
By late summer, I found myself doing workouts with several organizational clients. It was gratifying and generative, but it was also taking my energy away from my individual practitioner offerings. I was conflicted, but I ultimately decided to go with where the demand was taking me and to hold off on my individual offerings indefinitely.
Doing the Journey Mapping this past December had one more interesting twist. A few years earlier, Catherine Madden had suggested doing the exercise as a way of looking forward, not just looking back. At the beginning of 2020, I decided to try her suggestion, drawing what I imagined my professional curve might look like at the end of 2020. Here’s what I drew:
It was fascinating to compare this with how my year actually went. I had imagined a choppy beginning with a gradual upward trend, and I wasn’t completely wrong. However, the choppiness ended up being twice as long with an overall downward trajectory, there was never any “big” win, and while my year did end on an higher note, it wasn’t as high as I had hoped.
Still, as with all scenario work, the goal wasn’t prediction, it was to prepare for possibilities. Because I had imagined that my year would be choppy initially, I was mentally and emotionally prepared when that turned out to be true. I had also adjusted my strategic goals accordingly, so even though they ended up being off, they were not as off as they probably would have been otherwise. Finally, because I had written it all down, I had something to look at and reflect on at the end of the year.
I am determined to do this exercise again for 2021, but it’s already February. I’m about two months behind where I usually am in terms of planning, and I find myself more unmoored than I’ve been since starting this Faster Than 20 experiment seven years ago. I’m trying to be compassionate with myself. Last year was not normal, and while there are some positive signs, we’re not out of the woods yet, and there’s still a lot of uncertainty moving forward. I’m still excited about providing workouts, coaching, and community for collaboration practitioners. I have a set of clients I’m currently supporting, I have some ideas of what I want to offer individual practitioners later this year, and I will undoubtedly continue to experiment. Beyond that, I just don’t know.
What I do know is that rituals, community, and time to reflect matter. I am always grateful for my peers and our end-of-year gathering, but I feel especially so now. I hope many of you find Journey Mapping valuable as well.
It’s now been seven years since I first started exploring a simple hypothesis:
Our current orientation toward collaboration is knowledge-centric, not practice-centric. No one expects anyone to get good at playing the guitar by handing them a book or sending them to a week-long “training,” yet somehow, this is exactly how we try to help folks get better at communicating or navigating hairy group dynamics.
I’ve spent the past seven years trying to change this. I’m currently on the fifth iteration of my experiments, which I’m currently calling Collaboration Gym. The other iterations (slightly out of order) were:
I’ve failed a lot and learned a ton with each iteration, and I thought it would be fun to summarize what I’ve been learning here. I’ve also been having provocative conversations with Sarna Salzman and Freya Bradford about what a Collaboration Gym (or, in their case, a “Systems Change Dojo”) might look like in their community of Traverse City, Michigan. We’ve stayed mostly big picture so far, but recently decided that it was time to get real and specific. With their permission, I’ve decided to do my thinking out loud so as to force me to write down these scattered thoughts and also get some early feedback from a broader set of folks. That means you, dear reader! Please share your thoughts in the comments below.
The first iteration of this experiment was Changemaker Bootcamp, a face-to-face workout program that met for two hours every week for six weeks. I designed a series of exercises focused on developing muscles I considered to be critical for effective collaboration, such as listening actively, asking generative questions, navigating power, and having challenging conversations.
My participants — all of whom enrolled individually — generally found the exercises valuable and appreciated the practice-orientation. They also got along well with each other and valued the peer feedback. I designed the workouts to feel like physical workouts, only without the sweating and exhaustion. They consisted of warmups followed by intense exercises, with “just enough” explanations for why we were doing what we were doing. Most found the experiential emphasis refreshing. A few found it slightly dissatisfying. Even though they trusted me, they still wanted me to explain the why of each workout in greater detail.
These initial pilots helped me test and refine my initial set of workouts, and they also helped build my confidence. However, there were three key flaws.
I tried to address these flaws in my next iteration, Collaboration Muscles & Mindsets. I almost tripled the length of the program from six to 16 weeks to create more space for repetition and habit-building. I created an assessment that folks would take at the beginning and at the end of the program, which helped me focus the workouts and also enabled the group to track their progress. Finally, I made it a cohort training rather than a program for individuals, which also helped with focus.
I also shifted the trainings from face-to-face to a remote, decentralized model, where I paired people up and made them responsible for scheduling their workouts on their own. After each workout, folks would share one takeaway on an online forum. This created group accountability by signaling that they were doing the workouts, but it itself was also a workout focused on muscles for sharing early and often. Every four weeks, everyone would get together for a full group workout.
Not being face-to-face meant I couldn’t (easily) do somatic workouts and that the instructions had to be clear and compelling. Not leading the pair workouts meant that I couldn’t make real-time adjustments. These constraints forced me to be more rigorous in designing and testing my workouts. In return, doing them remotely made it easier to participate and shifted agency away from me to the participants, which was in line with my desire to de-guru-fy this work.
I consistently faced early resistance from folks about the time commitment. I tried to explain that the workouts were in the context of the work that they were already doing, so they weren’t actually doing anything “extra,” but reception to this was mixed. Even though people got the metaphor around practice and working out, they didn’t have their own felt experiences around what this might look like, which made my description of the program feel abstract.
In the end, I asked participants to trust me, explaining that they would be believers after a few weeks. Most folks are hungry to talk about their work with someone who will empathize, be supportive, and offer feedback. Talking with the same person regularly enables people to get to the point faster, because their partners already know the context. Even if folks ignored my instructions entirely and just talked, I knew that they would get value out of simply having regular conversations with other good people.
This almost always turned out to be true. After the first week of workouts, folks would generally report having an excellent conversation with their partner. After about six weeks, people would often start saying that their workouts with their partners were the highlights of their week. Even though people generally had a felt sense of progress by the end of the program, they especially loved the final assessment, because they could point to and talk about the progress they had made in a concrete way.
Collaboration Muscles & Mindsets was a vast improvement over Changemaker Bootcamp, but people were still not practicing enough to see the kinds of dramatic, persistent improvement I wanted to see. I needed to focus the workouts even more and find ways to get people more repetitions.
I was also still having trouble explaining how doing these workouts would lead to the promised impacts. People understood the theory, but without felt experience, it felt too abstract. If you think about it, telling folks who are out-of-shape that they could be running a 5K in two months simply by running a little bit every day also feels abstract and far-fetched. The reason people are willing to believe this, even without felt experience, is that they know that many others have done it successfully. I probably need to get to the same place before folks truly believe the story I’m telling about collaboration muscles and practice.
In 2018, I decided to shift the frame of my trainings to focus on four habits of high-performing groups:
Throughout the course of my work with groups of all shapes and sizes, I noticed that the best-performing groups do all four of these things consistently and well. These also serve as keystone habits, meaning that doing them regularly often unlocks and unleashes other important muscles and habits. Regularly trying to align around anything, for example, forces you to get better at listening, synthesizing, and working more iteratively. Only having four habits made focusing my workouts much easier.
My monthly Good Goal-Setting Peer Coaching Workshops was an attempt to help people strengthen their muscles around the first habit — aligning around success. Participants were asked to fill out a Success Spectrum before the workshop, then they got two rounds of feedback from their peers and optional feedback from me afterward. People could register for individual workshops, or they could pay for a yearly subscription that enabled them to drop into any workshop. The subscription was priced low to incentivize regular attendance.
Almost 30 percent of registrants opted for the subscription, which was wonderful. However, only 40 percent of subscribers participated in more than one workshop, even though their evaluations were positive, which meant that the majority of subscribers were essentially paying a higher fee for a single workshop. One subscriber didn’t show up to any of the trainings, which made my gym analogy even more apt.
Another subscriber attended four trainings, and watching her growth reaffirmed the value of this muscle-building approach. However, not being able to get more folks to attend more regularly — even though they had already paid for it — was a bummer.
I think I could leverage some behavioral psychology to encourage more repeat participation. One trick I’m keen to try is to have people pay a subscription fee, then give them money back every time they attend a workout. I also think cohort models, like Collaboration Muscles & Mindsets, are better at incentivizing more regular attendance.
The most negative feedback I got from these trainings was that some participants wanted more coaching from me as opposed to their peers. I designed these trainings around peer coaching as part of my ongoing effort to de-guru-fy this work. Just like working out with a buddy can be just as effective for getting into shape as working out with a personal fitness instructor, I wanted people to understand that making time to practice with anyone helps develop collaboration muscles. Still, I think there’s an opportunity to strike a better balance between peer feedback and feedback from me.
In this vein, this past year, I started offering Coaching for Collaboration Practitioners as a way to help leaders and groups develop the four habits of high-performing groups. This has been my most effective muscle-building approach to date, which makes me somewhat ambivalent. On the one hand, I’m glad that acting as a personal trainer is effective at getting people to work out. On the other hand, not everyone can afford a personal trainer. We need more gym-like practice spaces if we’re going to help folks at scale.
Finally, over the past five years, I’ve been experimenting with customized organizational workouts focused on specific needs, such as strategy and equity.
I’ve found decent success at convincing potential clients to let me take a muscle-building approach toward their work. For example, rather than help a client develop a strategy, I will lead a client through a series of workouts designed to strengthen their muscles for acting strategically. Still, I often have to strike a tricky balance between more traditional consulting and this workout approach.
I’ve gotten much better at striking this balance over the years. In the early days, I tried partnering with other consultants to handle the more traditional work so that I could focus on the training. That almost always failed, especially with more established partners, because they didn’t fully get and believe in my approach, and in the struggle to find the right balance, the workouts would usually fall by the wayside.
Working by myself allowed me to be more disciplined in my approach, but I still struggled to maintain the right balance, and I failed a lot. I feel like I’ve only begun to turn the corner in the past few months. One thing that’s helped is getting much clearer about what clients need to already have in place in order for the muscle-building approach to succeed, specifically:
For example, attempting to help a group develop muscles when they don’t have the right structures in place can cause more harm than good. To help demonstrate what happens when you’re missing one of these critical ingredients, I created a model inspired by the Lippitt-Knoster Model, to which Kate Wing introduced me:
“Why are we doing this?!”
“We can’t succeed in these conditions.”
Resistance
“I don’t want to be doing this.”
Anxiety
“We’re not capable of doing this.”
I’m mostly resigned to more “personal training” work, if only to accumulate more Couch-to-5K-style success stories, so that people can develop more faith in the muscle-building approach. (If you or your organization would like to hire me for coaching or to design a custom workout program, drop me an email.) But I continue to be committed to experimenting with more scaleable and affordable approaches to muscle-building than hiring personal trainers. I’m hoping to unveil the Collaboration Gym early next year, and I’ve already successfully piloted a number of new workouts that will be part of it.
Epic success for me is to see others participate in similar experiments on their own and to share what they learn. A Collaboration Gym is only useful if there are lots of gyms all over the place. I give away all of my intellectual property so that others can copy and build on it, and I will continue to share my learnings here to further encourage replication.
When I was in my early 20s, I used to play pickup basketball with a guy who was 20 years older than me, but didn’t look it. He was in superb shape, and he never seemed to get injured. At one of our games, I sprained my ankle, and when I was healthy enough to return, I asked him if he had any rehab tips. "Yoga," he replied. He hadn't sprained his ankle in over ten years, which he attributed to his yoga practice.
I was intrigued, but never seemed to get around to trying it. It took me another ten years before I took my first yoga class. It was hard, it felt great, and I could see the value of making it a regular practice. But I never did, and I was totally okay with that.
Now I’m in my mid-40s. My partner is an avid yoga practitioner, so I’ve been doing it more often too — at least once a month. As someone who likes to push myself, I used to chuckle when my instructors would encourage us to do the opposite, to appreciate where we were and to celebrate that we were doing something rather than strain to do more and possibly hurt ourselves along the way. It was the opposite of how I was used to doing things, but I ended up embracing this kinder, gentler mentality. Frankly, if this weren’t the culture, I would probably never do yoga at all. Which is the point!
Here’s the thing. The last few years, I’ve done yoga more than I ever have, but I’m not noticeably stronger or more flexible. In fact, I’m pretty sure I’m less flexible. The yoga has almost certainly slowed my deterioration, and it’s undoubtedly had other positive effects as well. However, if I want to counter or even surpass the impact of age and lifestyle, once a month clearly won’t cut it.
High-performance is a choice. It’s okay not to make that choice (as I have with yoga and my overall flexibility), but it’s helpful to be honest with yourself about it. If you’re the leader of a group, it’s not just helpful, it’s critical, because saying one thing and behaving differently can end up harming others, even if your original intentions were sincere. I have seen this play out with groups my entire career, and I’m seeing it play out again in this current moment as groups struggle with their desire to address their internal challenges around racial and gender equity.
The root of the problem is lack of clarity and alignment around what success looks like. A good indicator of this is when leaders say their groups should be doing “more,” without ever specifying how much. What do you actually mean by “more”? If you have a yoga view of the world, then “more” might imply that whatever you end up doing is fine, but not necessary. You’re not holding your group or yourself accountable to the results. If this is indeed what you mean, then it’s better to make this clear. (With the Goals + Success Spectrum, you can do this by putting it in the Epic column.)
If this isn’t what you mean, then you run the risk of doing harm. People project what “more” means to them, which leads to contradictory expectations, working at cross-purposes, and toxicity. Worse, people’s definitions can shift over time. When this happens, the person with the most power gets to decide whether or not the group is succeeding or failing, and ends up doling out the consequences accordingly.
A team can’t perform if the target is obscure and constantly moving. Furthermore, if someone is already being marginalized in a group, a system like this is only going to further marginalize them. It’s also natural to question a group or leader’s sincerity when they aren’t holding themselves accountable to clear goals.
Instead of saying “more,” groups and leaders should practice asking, “how much?” How much more revenue are you trying to make? How much more equitable are you trying to be? How much more collaborative are you trying to be? What exactly does success look like to you? Most importantly, why? Why is it important to make this much more revenue, or to get this much more equitable or collaborative?
Your answers to these questions will help you understand whether or not your strategies and even your goal make sense. If your goal is to stay in shape, then running a few miles a week might be enough. If your goal is to run a marathon, then running a few miles a week isn’t going to get you there. If you don’t want to run more, maybe it’s better to prioritize staying in shape over running a marathon.
One of my favorite tools to use with groups is the Behavior Over Time graph. Once a group has articulated what “how much” success looks like, I ask them to draw a graph, where the X-axis is time and the Y-axis is the success indicator you’re tracking. I then ask them to put the current date in the middle of the X-axis and to graph their historical progress. Finally, I ask them to graph their best case scenario for what the future might look like if they continue doing what they’re doing.
For example, if my goal is to run a marathon by November, but I’m only running a few miles a week, my Behavior Over Time graph might look like this:
The gap between the best case scenario and where I want to be is a signal that I either need to do something differently or change my goal. However, someone else might have a different hypothesis for what the best case scenario is:
The goal of all this is not to rigidly quantify everything, nor is it to analyze your way to a “definitive” answer. The goal is to make your mental models and theories of change explicit, so that you and others can talk about them, align around them, test them, and either hold yourself accountable or openly and collectively adjust your goals as you learn.
Getting concrete about “how much” is a lot harder than simply saying, “more.” You might think you can do everyone a favor by keeping things ambiguous, but what you’d actually be doing is exacerbating toxic power dynamics, where everyone is left guessing what the goal actually is and starts operating accordingly.
The way around this is to do the hard work while applying the yoga principle of self-compassion. When you don’t achieve a goal, I think most of our defaults is to be hard on ourselves. The challenge and the opportunity is to re-frame success so that it’s not just about the goal, but about both the goal and the process. If you’re doing anything hard or uncertain, failure is inevitable. What matters is that you fail enough so that you have the opportunity to find success. Holding ourselves accountable to goals is important, but celebrating our hard work and stumbles along the way is equally so.
Photo by Eun-Joung Lee.
It’s been one month since a white police officer in Minneapolis murdered George Floyd, a 46-year old Black father of five. I’ve found the subsequent response remarkable for its intensity, unprecedented diversity, and impact. While I’m moved by how many people and organizations seem genuinely compelled to act, I’m also vexed by some of the rhetoric around what “doing something” actually means.
Woke theatre aside, I get that it’s hard to know what to do or how. I can see how easy it is to be overwhelmed by the enormity of wanting to eradicate 400 years of structural and cultural racism or by the fear of doing or saying the “wrong” thing. Fortunately, there are a lot of resources out there, and folks have been circulating them with abandon. While many resonate with both my personal and professional experience, I’ve found several to be questionable or worse, and I can’t help feeling like most of this resource sharing misses the point. You can’t just work your way through a listicle and solve racism.
This work is hard, but maybe not in the way most of us think it is. The muscles required to create a more equitable society are the same ones needed to be skilled collaboration practitioners, and they can only be developed through practice and repetition. The key is to focus on the right things and to do them over and over again. The devil, of course, is in the details, and I want to riff on those here.
But first, I want to tell two stories. The first is about data, narratives, and human psychology.
According to the Mapping Police Violence database, 91 people have been killed by police in the 38 days since George Floyd’s murder. Nineteen of them (21 percent) were Black, a slight decrease from the overall percentage over the past eight years (25 percent). Thirty-two of the 91 killed were white.
I read all of the news items documenting each of these 51 killings (not counting the 40 victims of other or unreported race). The vast majority of the victims were armed. Many were violent criminals — rapists, murderers. Several of the deaths were the result of shootouts, and some cops died as a result. A few cases of both Black and white victims raised my eyebrows, but there was nothing that felt as clearly wrong and overtly racist as George Floyd’s murder.
Reading about these 51 deaths left me feeling depressed, but not outraged. As I dove more deeply into these incidents, I couldn’t help wondering how I would have felt about racialized police violence if I had not been exposed to countless stories like George Floyd’s over the years, if my only exposure to police violence were accounts like the 51 articles I read.
It was a troubling thought, because of all the numbers that I mentioned and stories that I shared, there’s only one that really matters: that 25 percent of people killed by police are Black. Why does that number matter? Because only 14 percent of Americans are Black, which means that Black people are disproportionately killed by police by a big margin. Even if George Floyd or Breonna Taylor or Philando Castile or any of the many Black women and men who were definitively unjustly killed by police over the years had never happened, that 25 percent number would still be a clear indication of a racial disparity that needs to be addressed.
Therein lies the essential challenge. No one has ever looked at a number and taken to the streets. There are lots of mental hoops required to make sense of that number, to trust its implications, and then to get outraged by it. We’re seeing this play out right now with the massive racial disparity of COVID-19 deaths, which is killing far more Black and Latinx people than police violence, yet hasn’t resulted in large-scale public outrage. In a perfect world, it shouldn’t take a shocking video of a Black man being callously suffocated to death by a smug white police officer for folks to recognize that the system is racist, but for most of us, that’s exactly what it took.
Except that’s not quite the whole story either. As visceral as George Floyd’s death was, it still wouldn’t have had the impact that it did without the massive amount of work and resources that the Movement for Black Lives has invested in organizing, mobilizing, and collectively aligning around a policy platform over the past eight years. Contrary to how it may appear on the surface, the Movement for Black Lives isn’t just a hashtag. It’s also not a single organization with a clear hierarchy of decision-making and leadership. It’s a network full of leaders, organizations, and activists, some more visible than others, but every one of them playing a critical role. That makes it harder to understand, talk about, or fund.
Human beings love simple, emotional narratives. We need to accept this about ourselves and leverage it to motivate change. But once we allow ourselves to be moved, we also have to be willing to let go of these simple, emotional narratives and dive more deeply into the messy and far less compelling nuts and bolts of the work. Real change takes lots of hard work, the kind that most people are completely uninterested in hearing about or doing.
The second story I want to tell is about basketball.
When your team has the ball and is trying to score, one of the easiest ways to help your teammates is to set a screen. This consists of positioning your body so that it serves as a kind of wall that prevents the defender from chasing your teammate. If the defender sees it coming, they can try to dance around the screen, but that split second of separation is often enough to give your teammate an advantage. If the defender doesn’t see it coming, then it results in a collision, which usually hurts them a lot more than it hurts you.
If you’re defending, and you see the other team set a screen, all you have to do is yell, “Left!” or “Right!” depending on where the screen is relative to your teammate. At best, your teammates can adjust and eliminate the offensive advantage. At worst, you save a teammate from a painful collision. It is a simple and effective intervention that doesn’t require any special athletic abilities. All it takes is attention and communication.
Still, it’s not intuitive. Many players — even experienced ones — have to be told to “call out the screens,” often by a frustrated teammate who has just been flattened by one.
I find this fascinating. Basketball is a hard sport to learn and play. I’ve played it my whole life, and I’m still mediocre at the shooting and dribbling part, which require physical acumen. But I’m great at calling out screens, which simply requires me to talk. Why is it so hard for others? Why isn’t this the first thing that people learn how to do?
It turns out that being an ally is a muscle, and that developing that muscle takes practice.
A few weeks ago, I was on a check-in call for a network of Black activists and allies. On the first part of the call, folks shared a number of inspiring stories about some of the amazing work happening on the ground in Minneapolis and other places around the U.S. Themes around being invisible and the importance of reclaiming one’s own agency and not replicating existing power dynamics came up over and over again.
Afterward, we broke out into small discussion groups. I was in a group with four other people, including a moderator. None of us knew each other, so the moderator called on people, one-by-one, to introduce themselves, and he inadvertently skipped me. I waited several moments for someone — anyone — to point this out, but nobody did, and the group started diving into the discussion. I finally found a point to jump in, saying with a smile, “I have a thought, and while I’m at it, I’ll also introduce myself.”
The moderator profusely apologized, not just in the moment, but throughout the rest of the discussion. I was touched by how badly he clearly felt. It was fine, I knew it wasn’t intentional, and I would have been okay regardless. And everyone in the group was lovely. What really stuck out for me, though, was how no one else in the group noticed or said anything, especially after all of the talk beforehand about the importance of seeing each other, of being seen, and of being good allies.
I’ll say it again: This work is hard, but maybe not in the way most of us think it is. The muscles required to create a more equitable society are the same ones needed to be skilled collaboration practitioners, and they can only be developed through practice and repetition. The key is to focus on the right things and to do them over and over again.
I’ve worked with all kinds of groups over the years, including many social justice groups, and I’m constantly struck by how bad most of us are at the fundamentals. It’s why I’ve moved away from larger systems change projects and have focused my energies on training and coaching. If you’re trying to create a more equitable world, but you can’t even run an equitable meeting, much less an equitable organization, you’re focused on the wrong problem. Everything is connected. If we just stepped back and started with smaller, simpler (but by no means simple) challenges, giving ourselves plenty of permission to make mistakes along the way, we would be far more likely to make headway with the bigger, harder societal problems that so many of us care so much about.
Which brings me to the thing I really want to say to collaboration practitioners and organizations who want to contribute to a more racially just world. Urgency is the enemy of equity. If you really want to make a difference, start by slowing down.
All of the racial equity training in the world won’t make a lick of difference if you don’t have the mechanisms and the right mindsets in place to get clear and aligned about success, to adjust based on what you’re learning, and to hold yourselves accountable to your stated values. In many ways, these are the easiest things to implement, and yet they’re the things groups are most likely to skip. I can’t tell you how many groups have approached me over the years wanting to change their culture somehow, someway, and yet weren’t willing to schedule regular time to assess how they were doing. Frankly, most practitioners I know skip these steps too, and our impact suffers as a result. We get away with it, because no one holds us accountable to long-term success, and the status quo continues merrily on its way.
Earlier this year, I wrote about my six-year journey to learn how to slow down. I know how hard it is to change these habits, and I don’t want to suggest that what I did will work for everyone. All I know is that it matters, that it’s an affliction that infects many of us, and that you’re more likely to propagate than address inequity if you don’t figure out how to fix this. It won’t be worthy of a press release, but it’s more likely to result in the impact you want to have in the long run. Moreover, if enough of us do this, the right things will start to happen in society at large.
Update: I clarified the number of victims since George Floyd’s death (91) above, explaining that I focused on the Black and white victims (19 and 32 respectively, for a total of 51). Thanks to Travis Kriplean for the suggestion.
Illustration from Black Illustrations: The Movement Pack.
I’d like to share stories like this more frequently, and I hope to explore other mediums in which to do this, especially video. I want to share a lot more about design, which contributes much more to the success of group process than facilitation. I especially want to talk about the harder stuff — the challenging moments or the stuff that flat out fails. Since my focus over the past few years has shifted to supporting and coaching other collaboration practitioners such as Zoe, I’m especially excited to be sharing things I’m learning from them.
Finally, I hope to inspire other practitioners to share stories from their work more frequently and without concern about polish. This work is hard. It’s better to show all the rough edges.
Many thanks to Zoe for doing this work with me and for being willing to candidly debrief it on camera afterward! As I think you’ll be able to tell from the video, it was super fun working with her.
A huge part of my job over the years has been helping groups recover from Process Trauma (and its ugly cousin Consultant Trauma). It’s caused when a group goes through some kind of process, such as strategic planning, and has a horrible experience. It almost always results in the group deciding never to pursue that process again unless they’re forced to, which exacerbates the trauma.
As empathetic as I am to Process Trauma, I am troubled that groups tend to give up on process rather than making adjustments and trying again. If I have a bad experience with a personal fitness trainer, I’m not going to give up on exercise as a path to getting healthier. Why do we do this with our work?
I think it’s because people often don’t understand why they’re going through a process in the first place. Instead of pressing for clarity, most folks accept it without questioning it. It’s the organizational version of the Emperor’s New Clothes. People assume that others must know better, or they’re intimidated by the terminology, and they give in.
Strategy work is rife with Process Trauma. However, strategy work matters because acting strategically matters. It’s the difference between systematically working toward your higher purpose and flailing in the weeds, trying to put out fires wherever you see them. It’s the difference between flowing in alignment with others and moving at cross-purposes. It’s the difference between success and failure.
I recently put together a short video where I explain what strategy is, how to develop good strategy, and how to build strong strategic muscles:
I hope this video helps people recover from Process Trauma while also clarifying why and how to do this work. I want to empower folks to speak up when the Emperor has no clothes. I want people to understand that skilled practitioners aren’t good at coming up with answers, but at helping the group ask and explore the right questions. I want people to understand that all good strategy is collective and emergent.
I also hope this video helps folks understand why tools like the Strategy / Culture Bicycle are designed the way they are and imagine alternative ways of using them. There’s no one right way to develop good strategy. It’s critical that groups approach it as something they need to figure out for themselves, which takes time and practice.
I would love to start a larger conversation about how to align around good strategy. Many strategy consultants are not intentional about helping groups align, which is why their processes often fail. However, collaboration practitioners who are intentional about alignment often stop there rather than making sure that what they align around is good. I touch on some of this in the video, but the devil is always in the details.
What strikes me about Hans Christian Andersen’s version of “The Emperor’s New Clothes” is that the emperor keeps walking, naked as the day he was born, head held high, even after the crowd starts hooting at him. Strategy is hard. If you’re not struggling at it, you’re probably not doing it right. But stubbornly marching ahead, ignoring the people around you, guarantees Process Trauma and failure. Good things happen when people know the purpose of a process, make adjustments when they struggle, and practice, practice, practice.
Thanks to H. Jessica Kim for reviewing an early draft of this post. Photo by Png Nexus, CC BY NC-ND 2.0.
COVID-19 has forced many of us to reckon with a working world where we can’t be face-to-face. I’ve been heartened to see how collaboration practitioners have been responding overall. I love seeing folks tapping the wisdom of their own groups before looking outward and sharing their knowledge freely and broadly.
I am especially happy to see people reminding others and themselves to pause and revisit their underlying goals rather than make hasty decisions. There is a lot of amazing digital technology out there, and it’s easy to dive head-first into these tools without considering other, technology-free interventions that might have an even greater impact in these difficult times. It’s been interesting, for example, to see so many people emphasize the importance of checkins and working agreements. When this is all over, I hope people realize that these techniques are relevant when we’re face-to-face as well.
After all, online collaboration is just collaboration. The same principles apply. It just takes practice to get them right in different contexts.
One adjustment I’d like to see more people make is to focus less on meetings. (This was a problem in our pre-COVID-19 world as well.) Meetings are indeed important, and understanding how to design and facilitate them effectively, whether face-to-face or online, is a craft that not enough people do well. However, meetings are just a tool, and a limited one at that. I’d like to offer two frameworks that help us think beyond meetings.
First, try not to think in terms of “online” or “virtual.” Instead, think in terms of work that happens at the same time (synchronous) or at different times (asynchronous), and collaboration that happens in the same or different places (remote).
Many collaboration practitioners tend to focus on synchronous collaboration — stuff that happens at the same time (which often ends up translating to meetings). I think some of the best opportunities for improving collaboration lie with asynchronous collaboration. Many of us assume that we can’t replicate the delightful experiences that are possible when people are in the same place at the same time. I think that’s narrow thinking.
Many years ago, I asked Ward Cunningham, the inventor of the wiki (the collaborative technology that powers Wikipedia), how he would describe the essence of a wiki. He responded, “It’s when I work on something, put it out into the world, walk away, and come back later, only to find that someone else has taken it and made it better.” To me, that beautifully describes what’s possible when asynchronous collaboration is working well, and it resonates with my own experiences. It also offers a North Star for what we’re trying to achieve when we’re designing for asynchronous collaboration.
Second, it’s important to remember that collaboration consists of three different kinds of work: task, relationship, and sensemaking. Breaking collaboration into these three categories can offer greater guidance into how to design and facilitate asynchronous work more effectively.
For example, a common type of task work for knowledge workers is creating documents. Agreeing on a single place for finding and editing documents hugely simplifies people’s abilities to collaborate asynchronously. It also better facilitates the kind of experience that Ward described than, say, emailing documents back-and-forth.
A common sensemaking exercise is the stand-up meeting, where everyone on a team announces what they’re working on and where they need help. (People are asked to stand up during these meetings to encourage people to keep their updates brief.) You could easily do a stand-up meeting online, but aggregating and re-sharing status updates over email is potentially more efficient and effective.
One interesting side effect of so many people meeting over video while sheltering in place is that we literally get a window into each other’s homes and even our families and pets, an emergent form of relationship-building. Pamela Hinds , who has long studied distributed work, calls this “contextual knowledge” and has often cited it as a key factor for successful remote, asynchronous collaboration. (It’s why, when we were designing the Delta Dialogues, a high-conflict project focused on water issues in the Sacramento Delta, we chose to rotate the meetings at people’s offices rather than at a neutral location. We wanted people to experience each other’s workplaces to enhance their sense of connection with each other.)
Once we recognize this form of relationship-building as useful, we can start to think about how to do it asynchronously. In my Colearning community of practice, which consists of ten collaboration practitioners across the U.S. and Canada, each of us posts a weekly personal checkin over Slack, often sharing photos and videos of our loved ones. We post and browse at our own convenience, and the ritual and the artifacts forge bonds that run deeper than what would be possible with, say, a monthly video call, which would be incredibly hard to schedule and would almost certainly prevent some of us from participating.
Similarly, we don’t need video to see each other’s faces. A trick I stole from Marcia Conner many years ago — well before video was ubiquitous — was to get silly photos of everyone on the team, combine them in a document, and have everybody print and post it on their office wall. This not only enhanced our conversations when we were talking over the phone, it created a constant sense of connection and fun even when we weren’t in a room together.
While I hope these examples dispel the notion that synchronous collaboration is inherently more delightful and impactful than asynchronous, I also want to acknowledge that designing for asynchronous collaboration is more challenging. I think there are two reasons for this.
First, you have to compensate for lack of attention. When everyone is in a room together, it’s easier to get and keep people’s attention. When people are on their own, you have no control over their environment. You have to leverage other tools and techniques for success, and you’re unlikely to get 100 percent follow-through.
The two most common tools for compensating for lack of attention are the artifact and the ritual. An artifact is something tangible, something that you can examine on your own time, whether it’s a written document, a picture, or Proust’s Madeleine. A ritual is an action — often with some cultural significance — that’s repeated. It could be a rule (with enforcement) or a norm that people just do. It’s effective, because it becomes habitual, which means people are able to do it without thought.
The trick is finding the right balance of artifacts and rituals. At Amazon, Jeff Bezos famously requires people to write a six-page memo before meetings, but they designate shared time at the beginning of each meeting to read the memo together. On the one hand, writing the memo requires discipline and attention in-between meetings, or asynchronously. On the other hand, rather than save meeting time by having people read the memos beforehand, they devote synchronous time to reading the memos together. I can guess the reasons for this, but the truth is that I don’t know what they are. Different practices work in different contexts. Everybody has to figure out what works for themselves. Certain kinds of cultures — especially transparent, iterative, developmental ones — will be more conducive to these kinds of practices.
Finally, our relationship to technology matters, but maybe not in the way you think. On the one hand, if you are going to use a tool for collaboration, then it’s important to learn how to use it fluently and wield it skillfully. On the other hand, technology has this way of making you forget what you already know. It may be that the tools that will be most helpful for you have nothing to do with the latest and greatest digital technology.
This has always been easy for me to understand, because I have always had an uncomplicated relationship with technology. I love technology, but its role is to serve me, not the other way around. When I design structures and processes for collaboration, I always start with people, not tools, and I try to help others do the same.
What I’ve come to realize over the years is that this is often hard for others, because they’re worried about what they don’t know and they have a block when it comes to learning about technology. I get this. I have blocks about learning many things, and I know that advice that amounts to “get over it” is not helpful. Please recognize that these feelings are not only real, they’re okay. While I’d encourage everyone to find peers and resources that help them learn about digital tools in a way that feels safe, I also want to remind you that collaboration is ultimately about people. Keeping your humanity front and center will not only help you with your transitions to remote work, it will help you through this crisis.
We are in the midst of a global pandemic.
Re-reading those last two words still feels bonkers to me, even though it’s been almost three months since the first reported case of COVID-19 and almost two weeks since the World Health Organization (WHO) made its official declaration. I had been casually tracking Coronavirus from the start, and I started paying closer attention about four weeks ago. I’ve also been actively doing some thinking and scenario work around planetary crises with a few friends and colleagues for the past year and a half. I wasn’t as prepared as I could have been, but it’s not like this came out of nowhere.
Which made it even more surprising to me when, just before the official pandemic declaration and a week before the shelter-in-place orders started here in San Francisco, I started freaking out.
One of my superpowers is that I’m able to stay calm in stressful situations. I’ve had this power for as long as I can remember, and it’s served me well in life and in work. It’s actually two interdependent practices: recognition and mitigation. Recognition is both situational — understanding when I’m in a stressful situation — and introspective — understanding when I’m feeling stressed. Once I recognize, I usually have a limited window of time in which to mitigate, which mostly consists of me talking to myself and breathing.
Mitigation is useless without recognition. If I’m not aware of my stress level rising, then I can’t mitigate. Which brings me to my kryptonite: In times of sudden crisis, I’m cool as a cucumber, but when the stress slowly sneaks up on me, I’m like the proverbial frog in slowly boiling water. It doesn’t happen often, but when it does, I’ve learned to just let it happen and be okay with it.
That’s what I did when I started freaking out two weeks ago. A few of my friends on social media, whom I trust, had been sounding the alarm about Coronavirus for a few days, and I had started to wonder whether I was taking it seriously enough. After spending a few days thinking it through and talking it over with friends, I started canceling social engagements and sheltering in place, even though I wasn’t feeling sick. I started asking friends and family to consider doing the same, but I wasn’t yet advocating for it, and I was still feeling calm.
That started changing for me the following day, which is when WHO officially declared COVID-19 a pandemic. I was completely ignoring my work, instead obsessively reading articles and clicking through posts on social media. When I talked to friends and family who were still resistant to staying home, I noticed a shortness of breath and a hint of hysteria in my responses. That’s when I sat down and said to myself, “Holy shit, I am officially freaking out.”
For me, part of “let it happen, and be okay with it,” is talking about it with others. (This post is one example of that.) The more I talk about it, the more I normalize it, and the less scary and more manageable it becomes. As I told others about my COVID-19 meltdown, I could start to hear a little voice inside my head saying, “Of course you are freaking out. There’s a worldwide pandemic that’s spreading exponentially, killing thousands of people, and shutting down our economy. You’re rightfully scared, and you rightfully feel helpless.” I don’t know why it takes so long for this little voice to start speaking up about what should seem obvious, but it does. It’s just how freaking-out works.
At my previous consulting firm, we used to hand out a two-page document to new and prospective clients detailing our design process. My favorite paragraph was about what I called, “The Freak-out Moment”:
A few weeks before the engagement, the design generally starts to come together, and people often start feeling more comfortable about the process. Right before the engagement, that happy feeling often goes away. It can even be replaced by panic. This is completely normal, and it’s our role to help you through that.
Participatory, emergent processes are inherently unpredictable. Systems change processes in particular are high stakes and complex. Panic is understandable, because, in the absence of certainty, all you can ask for is faith. Faith is a hard sell, especially if you’ve had limited (or, worse, bad) previous experiences.
Part of the role of a good collaboration practitioner is to guide others through freak-out moments. Another role is to manage these moments yourself, because if you’re doing work that matters and if you’re paying enough attention, you will experience these moments too.
There are three things I try to do to manage these moments.
First, let it happen, and be okay with it.
Second, be compassionate to yourself and to others. Shortly before people started rushing to stores to load up on supplies, I went to the grocery store with my sister to pick up a few items. I was already on edge about being in public, and I was especially annoyed that people were not keeping their distance. Afterward, I complained to my sister about it, and she wisely responded, “It’s not that they don’t care. They’re scared, just like you were a few days ago. They’re not paying attention to distance, because they’re just trying to stock up on groceries as quickly as possible.”
Third, remember that you are not alone, that you are part of a larger system, and that your role is not to be a hero. I am indebted to my mentor, Gail Taylor, for constantly reminding me of this:
The success and failure of a process is never fully dependent on you. You are simply part of the system, just like everyone else. Everyone brings their own special wisdom and superpowers. The whole system holds the space, not just you. This is true with facilitation, this is true with design, and this is true when grappling with global pandemics.
COVID-19 is an opportunity both to apply and to evolve what we know about collaborative processes and systems change. I will do my best to share what I already know, I will be paying attention and sharing what I learn along the way, and I hope others will be as well.
At the same time, remember that these are not normal times. Many of us are having to grapple with huge uncertainties with work. Many of us are suddenly having to grapple with working from home and simultaneously taking care of our homebound kids. Many of us are taking care of our parents. Many of us are working on the frontlines, risking our own lives and livelihoods for our communities.
Please, let yourselves and others freak out, and please be as compassionate as you can be both to others and to yourselves. Most of all, be safe.
I discovered weights freshman year in college, and as a weak and skinny kid, I found them to be a revelation. One of my friends had played football in high school, and he and I would work out together often. He worked out hard — at least five days a week — and I liked his routine, so I adopted something similar.
I rapidly gained strength, but I also peaked quickly. Naturally, I tried working out more, but it didn’t seem to help. I maintained more or less the same routine throughout my sophomore year without any significant gains, which I found frustrating and demotivating. It led to long stretches where I would stop working out altogether.
Junior year, I restarted my workouts, and again saw little progress. My next door neighbor that year turned out to be a serious bodybuilder. One day, I asked him for advice. I started by telling him how much I worked out, and he cut me off. “You’re working out too much,” he said. “Your body needs rest to recover and build muscle. Try doing 45 minutes three days a week.”
“Are you sure?” I asked incredulously. Everything he said made sense except for his specific recommendation, which amounted to half as much as I had been doing for years.
“Try it,” he insisted.
I did. After just a few weeks, I saw marked improvement for the first time in over a year. I was floored. It turned out that, in order to get stronger, I just had to do less.
I am often approached by groups with go-go-go cultures asking how to:
When I hear more about their current situations, I often find myself channeling my bodybuilder friend. You can't do any of these things if you aren't regularly slowing down to pause, to:
If you're not committed to developing your muscles around pausing, you not only will not succeed at any of the above, you may even hurt yourselves.
When my friend told me to try working out less, I was more than happy to try, even though I was skeptical. When I tell other collaboration practitioners they need to practice pausing, I get the same skepticism, but none of the joy. There are reasons why they are go-go-go, and trying to shift those habits and mindsets is not only very hard, it can be downright anxiety-inducing.
I know this all too well. For the first dozen years of my career as a collaboration practitioner, I was the worst perpetuator of this go-go-go mindset. It took me six years of consistent effort and constant failure along with a health scare to learn how to slow down. It's made me a better person and a better practitioner, and it's also made me tremendously empathetic to others who are suffering from similar afflictions.
I blogged a lot about my journey as I was going through it, both on my personal blog and on this one. I also shared a tool — my Self-Care Dashboard — that ended up being enormously useful. But I never bothered writing about how I eventually turned a corner, how I've been able to sustain this balance, and the impact it's had on my life and my work. I'd like to correct that here, both to complete the record and also hopefully to offer actionable encouragement to other practitioners dealing with this challenge.
The first thing to know about my go-go-go ways is that I wasn't always this way. I was capable of tremendous focus and endurance, especially when it came to things I was passionate about, but I also valued my chill-out time. My childhood was spacious and wonderful, full of time to think, explore, and zone out. My first few years after college were similar, which enabled me to realize my passion for collaboration as well as to develop some initial practices.
My lifestyle started to change for the worse when I cofounded my first collaboration consultancy in 2002. I was extremely fortunate to have a mentor who taught and encouraged me and a cofounder with whom I could play and learn. But I was also in my 20s with no formal experience and a job description that I had more or less made up. Moreover, we were trying to make do in a down economy.
Needless to say, business was not good. I went into debt and barely scratched a living for several years before things slowly started turning around. It was stressful and unhealthy, and even though I was barely making any money, I found myself working all the time. I was also young and single, and I suffered a bit from the Silicon Valley mindset that idolatrized struggle before success. I thought I was simply paying my dues, like any good entrepreneur or changemaker, and if business ever got better, I promised myself that I would return to my more balanced ways. Unfortunately, I was not precise with myself about what "business getting better" looked like, and my difficult habits and scarcity mindset continued to perpetuate themselves.
In 2009, three things converged, causing me to finally reconsider my ways. First, I experienced the painful end of a long relationship. Second, I was massively burned out. Third, my then four-year old nephew, whom I adored (and still adore), came to visit San Francisco for the first time ever, but I was so busy that week, I barely spent any time with him. I was extremely upset about this, and it caused me to reflect deeply on what I was doing and how I could change.
One of the first and best things I did was to hire a coach. She helped me to articulate a clear vision of what a balanced life looked like for me. Put simply, all of the best, most balanced times of my life had three things in common: basketball, books, and lots of time with family and friends. Imagining a life replete with these three things made me feel light and happy, and they became my personal North Star.
The next step was to understand what, professionally, was preventing me from having these things. Two answers quickly came to mind: Bad habits perpetuated by a fear of not making enough money and a constant feeling of isolation. I was lucky to have community, but what I needed were colleagues. If I could make more money, and if I felt like I was part of a team, I thought I might take a break every once in a while, which would hopefully and eventually lead to me to my North Star.
I still had more questions than answers, but I made two concrete changes as a result of my coaching sessions. First, I raised my rates for the first time in seven years. More money, I reasoned, would give me more space. I considered myself to be one of the top people in the field, and I had known for years that my rate was not commensurate with others, but my deeply engrained fear of not getting enough work had prevented me from raising them earlier.
Second, I decided that I would never take on another complex systems change project without an equal partner. This decision both thrilled and terrified me. On the one hand, I craved partnership. On the other hand, it meant that I wasn’t just raising my rates, I was essentially raising and doubling them. Would I ever get any work again? I believed, in my head, that I would. I had seen others do it, so I knew it was possible, but I was still really scared.
Fortunately, I was able to test these changes almost immediately. The CIO of a Fortune 100 company approached me about some possible work. He fit the profile of a lot of past clients, in that he had tried working with a few traditional (and very expensive) management consulting firms, he had been dissatisfied with their results, and he was looking for something more outside-the-box. He was already talking to some prestigious design firms, when a colleague mentioned me as a possible candidate.
I felt excited about the possibility of working with him, I knew that budget was not going to be an issue for him the way it might be for a smaller organization, and I already had someone in mind with whom I wanted to partner. I thought my chances of getting the work was low, which emboldened me to really go for it — to put together a team of folks with whom I really wanted to work and to propose what I felt would be the ideal project without constraining myself. When I put together my budget, I could feel my palms sweating and my heart beating. I had managed projects with large budgets before, but I had never before written a proposal for that large a sum of money.
Somehow, we got the work! He and his team turned out to be dream clients, and a few members of the team I had pulled together became the core of the consulting firm I cofounded one year later.
After we secured a verbal agreement with our client, we had to work through some bureaucracy. I had been planning a vacation a few months in advance, but as the date approached, we had still not agreed on an actual contract, and I felt old anxieties cropping up. I strongly considered canceling my vacation, but my partner insisted that she had everything under control and that I should not only go, but fully disconnect while I was gone. I listened to her, and everything worked out. The structures I had created and the people with whom I had surrounded myself liberated me to take my vacation, my first in eight years.
I felt relaxed for the first time in my career, and it was showing in the work. I was excited about new opportunities, and I loved everyone with whom I was working. More importantly, my life was feeling more spacious. I thought I had turned a corner. Unfortunately, I had confused taking a few steps with walking. I still had a lot of inner and outer work to do, and — as it turned out — I was going to have to fall a lot more along the way.
Things started getting out of balance again when a few of us decided to formalize our partnership. We spent a lot of time thinking about what we wanted to build together and how. In addition to being great consultants and building a great company that modeled our values, I wanted to explore ways of working outside of consulting, as I was feeling like we were reaching the ceiling of the impact that consulting could have. But, in theory at least, I was happy for that to be a stage two project, focusing our initial energies on building a great consultancy.
Over the course of several months, we converged on three priorities for our first year, the third of which was, “Space for Renewal, Learning, and Play.” Everyone was fully committed and aligned around this goal, and we did some things well. We did a good job of protecting other people’s time. We instituted practices such as starting all of our meetings with checkins, a tiny, but much needed pause that enabled us to breathe and be human together on a regular basis. We started tracking our time, which we all hated, but which gave us real data to see how we were doing collectively and to make adjustments accordingly. I designated my Wednesdays as "play days," which at minimum meant no meetings and at maximum meant open time to read, experiment, or simply take a break.
Unfortunately, I was still falling back on a lot of terrible habits. Running a company is stressful. A lot of people are depending on you to bring in revenue and to create a healthy, thriving work environment. I also felt urgency to do more. On top of the day-to-day challenges of building a successful consultancy, I was anxious to at least start exploring models outside of consulting, even though we had agreed not to prioritize this that first year.
All of this pressure — some real, some self-imposed — kickstarted my superhero complex. It was important to me that everyone else on the team had balance in their lives, but I believed that I could make do without, at least temporarily. I was motivated, I was confident in my endurance, and I felt it would move all of us forward without harming anyone. Besides, it would only be for a little while. Once we got over the hump, I could focus on restoring balance for myself.
Of course, it didn't work out this way. As a leader, I was not modeling the behaviors I was professing to prioritize. Everyone noticed this, everyone felt stressed by this, and — fortunately for me — everyone called me out on this. Moreover, intense stress and not enough rest was making me a bad teammate. It also was impacting my health. I thought I felt okay, but I discovered at a regular checkup that my blood pressure was alarmingly high.
This was the ultimate wakeup call for me. I needed to prioritize balance immediately. My life literally depended on it.
Shortly after founding my company, I started tracking a set of self-care practices every week on a dashboard that all of my peers could see. It was stark to see how often I neglected all of my self-care practices, including the low-hanging fruit, such as going for a walk. The simple act of tracking helped me make sure I was always doing some form of self-care, which was an important start.
However, it also made me see that "some" self-care was not going to be enough. This forced me to explore more deeply why I wasn’t able to make time to take better care of myself. I realized that working made me feel powerful and in control. When I felt like things were going poorly in my personal life, I defaulted to working as a way of feeling better about myself. I needed to confront these patterns head-on. I also adopted some simple tactics that helped. In particular, I took up photography as a hobby, which served as a much-needed creative outlet, helped reconnect me to my community, and unexpectedly had a profound impact professionally.
All of this core work turned out to be critical for me to implement the simplest and hardest solution of them all. In order to work less, I needed to stop doing something. That meant taking something off my list, which I had never managed to do.
I decided to leave the company I had co-founded, which — to this day — remains the hardest professional decision I have ever made. Leaving helped a lot. I was able to maintain a modicum of balance for the next few years, but I noticed that I easily fell back into old habits. I re-focused on working less, even declaring my intentions here on this blog. Repetition helped, and I was finally getting the hang of being real with myself and taking things off my plate. But, as it turned out, I needed to do one more thing before I truly turned a corner. I needed to stop checking my email so often.
Turning off my work email before dinner and on weekends had long been on my list of self-care practices. They were the easiest to do, and yet, after three years of tracking, they were the things I practiced the least. All of my hard work finally made it possible for me to do these “simple” things, and my self-care scores soared as a result. More importantly, it felt good. It turns out my email behavior was a good leading indicator of how much balance I had and also a keystone habit that unlocked other important practices.
In September 2016, I went to my self-care dashboard — as I had been doing every week for over four years — and decided that I didn't need to track anymore. After six long years of failing over and over again, I felt like I had finally achieved the balance I was seeking.
The following year, my nephew and his little brother came to visit me in San Francisco for the first time since that crazy week in 2009. I cleared my schedule so that I could maximize my time with them. We played basketball every morning, we went on long walks, and we ate delicious food. As I drove them to the airport at the end of their trip, I started to cry, not just because they were leaving, but because I remembered what my life and work was like the first time my nephew had visited eight years earlier, and I felt grateful for how my life had changed since.
It's been five years since I stopped tracking my self-care practices, and I've maintained this balance since. Not only am I as happy, healthy, and fulfilled as I've ever been, I am a significantly better collaboration practitioner than I ever was. Just as my bodybuilder friend explained with weightlifting, to get better at my work, I “simply” had to learn how to do less.
I share these stories not because I've landed on some magic formula for achieving self-care and work-life balance. Everyone's story and circumstances are unique, and I don't want to pretend that what worked for me will work for everyone. I share these stories, because I want folks to know that self-care is really, really hard. If you don’t already have work-life balance, there are likely very real, very hard reasons for this — both internal and external.
Achieving balance requires hard work, experimentation, and tons of support, and — if your experiences are anything like mine — you will fail over and over again. Even if you manage to achieve balance, you will always have to work to maintain it. You will constantly face obstacles, and old habits and mindsets will continue to rear their ugly heads. At the same time, achieving balance will also strengthen your faith in the importance and power of going slow, which will serve as motivation for you to continue your practices.
This matters, especially for collaboration practitioners trying to improve the performance of their groups. Working with urgency is not the same as working urgently. In order to be agile and impactful, in order to learn as you go, in order to do values-aligned work, pausing regularly isn't nice, it's necessary. One of the most powerful acts of leadership — regardless of your job title — is to model this. It's hard, but it may end up being the most important and impactful work that you do.
For the past 18 years, I have begun almost every introductory conversation about my work with the following questions:
People’s reactions are fascinating. Some respond quickly with great stories. Most do not. Many seem to find it easier to think of stories from their personal rather than their professional lives. Everyone finds it easier to come up with terrible experiences than with great ones.
We all want to live in a world where our experiences working and being with others feel vibrant, productive, and meaningful, where we feel more capable and alive with others than we do by ourselves. I believe that this world is possible. It’s why I do what I do. Most people with whom I come across don't share this belief, and I can understand why. If it's so difficult to come up with one great experience collaborating with others and if most of your experiences collaborating with others are terrible, why would you believe in the collective potential of groups?
Belief. This is where the work has to start.
My friend and colleague, Travis Kriplean, had his first kid three years ago. As with many of my friends, impending parenthood caused him to reflect about the world he was bringing his son into and what he could do to make it better. As part of that, he began a deep inquiry into the impending planetary crisis we find ourselves in.
As Travis started to emerge from his inquiry, he pulled together a reading list and started organizing one-on-one discussions with friends, including me, to help him make sense of what he was learning. I read each of his carefully curated items over the course of a few weeks, then we talked for over two hours about the readings. I happened to be in the middle of my own little experiment around sensemaking, and as part of that, we both agreed to draw and share a picture that somehow represented what we had heard and felt from our conversation. The following day, Travis sent me his picture of our conversation. He had taken my vision image that’s on the homepage of this website and performed a cheeky (and accurate) cut-and-paste job:
As was clear from his reflection of our conversation, I had been completely demoralized by the readings and our conversation. The day after we talked, as if to punctuate the all-too-likely doomsday scenarios we had discussed, San Francisco became engulfed in a smoky haze from the Camp Fire, which ended up becoming the deadliest and most destructive wildfire in California history. The filthy air enveloped us for two weeks, reminding me that blue skies and breathable air might soon become a thing of the past.
What made it worse was that I wasn’t exactly starting from a place of cheeriness to begin with. Watching intolerance, white supremacy, and isolationism become normalized, even celebrated, all over the world has been disheartening to someone whose mission for the past two decades has been to increase self-awareness and empathy, to encourage critical and systemic thinking, and to find healthier ways to lean on each other for the benefit of all.
For the past three years in particular, I’ve spent a lot of time wondering whether I’ve been doing the things I need to do to move the needle on the world I want to live in, or whether I’ve been fooling everyone, myself especially, peddling false hope, smoke, and mirrors. It’s been a tortuous process, and I’ve made many changes as a result.
Despite all of this, I still believe.
Twenty years ago, when I was in the gestation period that would put me on my current path, I learned something interesting about Benjamin Spock, the famed pediatrician and author of The Common Sense Book of Baby and Child Care, first published in 1946. For 50 years, Spock’s book was the number two best-seller in the world. (Number one? The Bible.)
I found this startling. How could this be? Humans have been around for thousands of years, and we’ve been parenting that whole time. We have a lot of practice and experience and wisdom to build on. Why would we suddenly seek validation and knowledge from this one person about something we’ve been doing for so long and that’s so inherent to whom we are? Was Spock so much more insightful than anyone else about parenting? Was he better at explaining parenting than anyone else? Had we collectively forgotten how to parent?
As a child of immigrants, I am acutely aware of how easy it is to collectively forget. Like many immigrant kids of my generation, my parents taught me and my sisters English first, because they didn’t want us to speak with accents and they didn’t realize that it was easier to learn multiple languages when you’re young. Like many immigrant kids of my generation, I never ended up learning to speak my parents' native tongue, Korean.
When I was 14, my family went to visit my grandfather in Korea. He had not seen me since I was three years old, and he didn’t realize that I couldn't speak his language. As soon as we arrived, he asked me to come into his room to speak with me privately. He then started asking me questions in Korean. I felt disoriented and ashamed as I tried to explain to him in English that I didn’t understand him and as I watched his face shift from confusion to deep disappointment.
I never got another chance to speak to my grandfather, as he passed away the following year. It wouldn’t have mattered. I still can’t speak Korean, which means that I can’t speak to most of my relatives, I can’t read through old family letters and documents, and that so much of my family’s history and tacit knowledge will end with me.
It takes just one generation to forget, and the conditions for forgetting keep getting more optimal. Over the past century, families have separated and gotten smaller. Civic and community engagement have deteriorated (as Robert Putnam documented in his 2000 book, Bowling Alone), seemingly replaced in this day and age by clicks and swipes.
There was a time when we, as human beings, understood what it meant to thrive together, both in work and in play. We passed along the know-how and the rituals for generations. Now, it seems like we’re starting to forget. As our memories of what it means to be and thrive together wane, so does our faith.
On the one hand, the timing couldn’t be worse. On the other hand, maybe the popularity of Spock's work is simultaneously a sign of remembering as well as forgetting.
In 1949, three years after Spock first published his book on parenting, the philosopher, Martin Heidegger, delivered a lecture entitled, "The Question Concerning Technology." In it, he argued that the essence of modern (i.e. post-Industrial Revolution) technology was to make us see everything — including each other — as things to be exploited and manipulated. Seeing and engaging in the world in this way resulted in us forgetting our humanity.
It’s a bleak essay, especially in the context of these times, but Heidegger does offer one tiny glimmer of hope. Toward the end of his lecture, he quotes the poet, Friedrich Hölderlin:
But where danger is, grows
He then argues that the act of losing your humanity also makes you remember it, maybe even value it more. This awakening is a necessary (but not sufficient) first step in taking back what you’ve lost.
Heidegger’s framing of technology and humanity resonates with me on many levels. I think of it often when I think about my mentor, Doug Engelbart, who is the reason I'm in this business. Doug is most remembered for the long list of technology that he and his lab invented in the 1960s, including the mouse, graphical user interfaces, and hypertext. But Doug was never about inventing things. He was about lifting people up, about addressing the challenges that we were about to face, about augmenting our collective intelligence.
It took me a while to understand how radical and threatening these ideas were at the time. Most of the research in computer science in the 1950s and 1960s was focused on automating intelligence, replicating, even replacing humans, further validation of Heidegger's critique of modern technology. Doug was ridiculed, even reviled, but he was stubborn, and he was fortunate to have some visionary support in high places.
When I first met him in the late 1990s, it seemed like there was a large-scale awakening in society that had started happening, an appreciation of Doug's centering of people, which still felt radical, although perhaps no longer reviled. Still, he was scarred from those early experiences, and he continued to be troubled and depressed by how few people took his dire warnings about the future seriously. He passed in 2013, and I can't imagine how he'd be feeling if he were alive today.
Doug's commitment to his enormous vision was powerful, but that was not what ultimately had the most profound impact on me. What affected me most was how he treated me.
From the very beginning until the very end, he was curious about me, and he valued and cared about what he saw. When we first met, I was in my early 20s and hadn't accomplished anything of significance. None of that ever mattered to Doug. He treated me like a peer, and he cared about all aspects of me as a human being. I spent a lot of time wondering why he treated me so well and why he was so generous with me, before finally understanding that he treated everyone this way.
Imagine that. Doug treated everybody well, like they mattered, simply because they were fellow human beings. This impacted me more than any of his brilliant ideas, it's why I do what I do, and it's why I still believe. It seems so ridiculously simple and obvious, but I believe we've collectively forgotten how important it is, and more importantly, we're out of practice. If we start here, we have a chance. But we can't skip this step, because without it, we won’t remember how good it can be to be with others.
Over the past few years, I’ve had the privilege of working with Sarita Gupta, who is not only a brilliant leader and organizer, but who also treats people the way Doug did. Before transitioning into her role at the Ford Foundation late last year, Sarita was the long-time leader of Jobs With Justice and Caring Across Generations, and had spent her entire career focused on the well-being of workers around the world. I spent a good amount of time with her and other progressive leaders trying to understand and help synthesize their visions and theories of change, so that they could see and explore where they were aligned.
Here’s what Sarita explained: Living with each other harmoniously, productively, and equitably at a national (or larger) scale doesn’t just happen, even when there’s structural support (which, for many people, there’s not). It requires lots and lots of practice to do it right. Trying to practice at a national scale is hard, perhaps impossible. However, it becomes viable and is just as valuable when we try it at a much smaller scale — with families, friends, community groups, schools, unions, the workplace, and so forth. When enough of us are leveraging these smaller spaces to practice, then we start to build collective power, a natural trickle-up effect starts to happen, and things start improving at a larger scale too.
Said another way, if we want to thrive collectively at a large scale, we need to start by learning how to thrive collectively at very small scales. When we ask each other, “What’s the best experience you’ve ever had collaborating with others?”, we need to be able to easily come up with stories. If we can do this, we will remember and believe. In these exceptionally challenging times, it’s hard to imagine anyone truly believing in democracy otherwise.
I already shared Sarita’s beliefs around the importance of practice and building “muscle,” but her overall framing has given me greater clarity and resolve around my own strategic focus. Specifically, we can have the impact we want on the larger world if we all start small, if we focused on spaces and groups in which we already have agency.
We can start with this simple principle, which Doug and Sarita modeled so well: Treat everybody well, like they matter, simply because they are fellow human beings.
When we invest in our personal relationships, we are building collaboration muscles necessary for a stronger democracy. When we invest in our own teams and organizations so that they have exceptional cultures where everybody brings their best and feel valued, we are building collaboration muscles necessary for a stronger democracy.
As we start to experience vibrant, productive, and meaningful relationships in small spaces, we will start to remember how powerful and wonderful it is to engage with each other collectively, which will inspire us to flex our collaboration muscles in all aspects of our lives. The more of us who start to do this, the more we will start to see larger-scale shifts.
This is how we will remember. This is how we will believe.
This is why I do what I do. This is why, despite all of the challenges we face today, I still believe.
The podcast currently has 10 episodes available.