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Immunity To Change

Posted By Administration, Sunday, September 20, 2015
Updated: Sunday, February 24, 2019

Simon Dehne reflects his thoughts about the immunity to change in his blog post for our Emerging Fellows program. The views expressed are those of the author and not necessarily those of the APF or its other members.

Why I enjoy practicing in the foresight space is two fold. The first is one of self-discovery and the other being able to help people question how they think and to give them tools help them think critically.

As a new practitioner, I have soon discovered that just challenging people on their unquestioned assumptions and raising there awareness on emerging trends that may disrupt or at least challenge there business as usual thinking is not enough for me. I have found I prefer a type of workshop that allows people to learn, experience, challenge and self discover more about how they made sense of reality.

As a result I have found that I have been gravitating towards more a hybrid workshop and presentation format. This allows people the freedom to participate instead of just listening to a keynote speaker and at the end think that was nice or otherwise.

Recently I have been running workshops using Robert Kegan and Lisa Lahey’s work on “Immunity to Change”(Lahey 2001). This process has been useful as I have found it is something that organisations understand as I pitch to them to convince them to pay for my services. Plus it resonates with them regarding self development for their organization and I have found a topic around helping people to learn how to change seems to resonate with many people what ever their purpose might be.

As you would expect each workshop is different, but not for the usual reasons that you might think. The main reason is because of me. As I deliver, participate and experience facilitating the Immunity to Change workshop I find that I develop a deeper understanding of why it seems to be so effective. That is because it is an effective tool or map that allows people a process that helps them think deeper in terms of just an event or pattern that might be happening that they are trying to solve or improve on.

What is the Immunity To Change Process?

Kegan and Lahey have found based on 15 years of working with hundreds of managers in a variety of companies have led them to a surprising yet deceptively simple conclusion. Resistance to change does not reflect opposition, nor is it merely a result of inertia, even as people hold a sincere commitment to change, many people are unwittingly applying productive energy toward a hidden competing commitment.

Thus they have developed a process they have called an x-ray, which is a three-stage process to help people and organisations figure out what’s getting in the way of what they are trying to change or achieve.

The Process

So I thought I would provide a summary of my mini workshop and the key points that I have found to be effective and which seems to resonate with participants. Note, an effective workshop is determined by be as a result of the amount of engagement and follow up questions that I receive during and after the workshop.

 

Steps

Task

Focus

Outcomes

1

Introduction

Today’s challenges require new thinking – but how do we develop new thinking?

Explain a number of tools that they can learn and use that will help them think about how they think.

2

Mental Models

Exercise – Arm Wrestle

Purpose is to get them to arm wrestle a colleague to see how many times they can win. Many people default to a mental model of strength and competition. Only a few work to together and cooperate so both can win. We all have implicit mental models and I have found this is a good way to bring this to the fore and increase the participation and energy in the room.

3

Perceptions

Exercise – picture of an old lady and a young lady

Group discussions on what people see. Purpose is to highlight that people with similar backgrounds can have different perspectives on what they see. Our perceptions create our reality and so helping them learn some ontological humility.

4

Ladder of Inference

Helping people understand how they create reality and the introduction of reflection

The ladder of Inference developed by Chris Aygris helps people begin to understand how their assumptions and beliefs form how they make sense of their world and the actions they take.

5

Introduction to the Immunity To Change Process

Showing a YouTube video of Robert Kegan I have found to be an effective way of building credibility and reinforcing the outcomes.

After running many of these workshops now, I have found it effective to pause the video or rewind back to ensure as many people grasp the process that is used. Plus it gives me a chance to reflect on the energy in the room. My goal is for people to have fun and learn a process to help them reflect on their thinking and actions (Kegan 2012).

6

X-Ray

Walking though the process using the X-Ray map

I walk through examples of my own personal X-Rays of how I have used the X-Ray to discover many of my hidden commitments and big assumptions. I prefer to use myself as an example to make it personal and real. A key goal is to be open and honest and I find that if I can show my own vulnerabilities and challenges many people are more willing to embrace the process and learning and be more authentic.

7

Action Learning -

Immunity To Change

Running the process - Individual

I ask each person to work through the process on themselves. Share their understanding of the process with others and seek me out for clarification.

8

Debrief

I ask for volunteers to share what they have done and discovered. Talk about the challenges/discoveries in the process.

9

OST (Open Space Technology)

Learning to slow down and reflect on our assumptions, beliefs and values. To start to reflect on how we think about what we are thinking.

As a prelude to working in teams to work on an improvement goal that is important to them. I discuss a process to help people learn to slow down.

I have found the OST can be an effective way for people to stop and reflect on how they are thinking. To listen to what is being said instead of thinking about what they are going to say next (Owen 1993).

10

Challenging our assumptions

Revisiting Ladder of Inference

I rewind and ask people to think about how they are thinking, what are their assumptions and beliefs that maybe going unchallenged and to reflect on this thinking before they respond.

11

Thinking about thinking

So gently/slowly I am trying to introduce them to how we conceptualise. We all apply our own assumptions and beliefs usually implicitly and so the opportunity to be mindful and reflect on how you are making meaning of a situation as you debate an issue/problem such as we are about to do.

12

Action Learning -

Immunity To Change

Running the process - Group

Hopefully with some new models to use as maps, such as Ladder of Inference, OST, and fostering reflection, people in the groups can use the X-Ray process to develop more generative conversations.

13

Debrief

Seek volunteers to share what they have discovered.  

 

Summary

As Kegan and Lahey point out, our perceptions shape our reality. We assume how we make meaning is an accurate understanding of reality. Our big assumptions create a disarming and deluding sense of certainty, which throws up the challenge of why should we, even look for alternative views or perspectives that may challenge our assumptions, which create our reality (Lahey 2001).

So bringing this all together how does a group of people co-create a desired future that they are trying to achieve. In part it is about helping them identify their hidden commitments both individually and collectively. However, as a group, often we can get stuck with little or no progress. So a large part of these types of workshops are about fostering reflection and helping develop more generative conversations. Reflection means thinking about our thinking, holding a mirror to see the taken for granted assumptions we carry in our language and appreciating how our mental models may be limiting us.

Deep, shared reflection is a critical step in enabling groups of organisations and individuals to actually “hear” a point of view that is different from their own and to appreciate emotionally as well cognitively each others ways of how they are creating meaning(Jones 2015).

In order to learn from the future, we first might need to understand more about ourselves. And what might be holding us back. To uncover our biases and blind spots and from that self-knowledge and insight we gain, increase our level of self-awareness. Self-awareness is a necessary step if you want to build a useful Strategic Foresight process that will help us learn from the past, from the present and from the future (Lustig 2015).

References

Jones, C 2015, Getting Unstuck, Outskirts Press, United States of America.

Kegan, R 2012, Understanding Immunity to Change, viewed

Lustig, P 2015, Strategic Foresight - Learning from the Future, Triarchy Press, Axninster, Engalnd.

Owen, H 1993, Open Space Tecnology - A Users Guide,

Tags:  change  foresight  future 

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