Leadership Quarterly

Knowledge and Wisdom: A Practitioner’s Path To Flight

April, 2013 | by Shannon Schultz
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    In the Fall of 2005, I had the unexpected privilege of shuttling Meg Wheatley to the Atlanta airport. Little did she know she was in for a 20-minute career counseling session for an ambitious and committed young me. I confessed to her a closely held conflict between what I was doing and what I thought I should be doing. I shared the strong and compelling voices telling me to pursue traditional paths of influence. About the grad school professor interested in sponsoring my doctorate, and my wondering about the wisdom of resigning from a Fortune 500 organization as rising talent in their high potential pool. I wondered out loud what had been on my mind since I left ‘real’ employment: Wouldn’t it be smarter to be bolstering my experience and credentials with a large organization? After a thoughtful response to my internal conflict, she didn’t miss a beat before explicitly noting Joseph Campbell’s timeless counsel to follow your bliss and go where your heart takes you. As far as I could tell, that meant continuing on the road I was on. I was a newly independent consultant with venerable clients, leading large organizational change initiatives via internal corporate teams. I offered a change process that consistently created desired change through an internal, organic, facilitative leadership approach. The work was aligned with my own sense of purpose and after just a couple of years, the practice was already a hardy container for personal growth and professional exploration. Dr. Wheatley’s advice was like a shot of ‘permission’ that renewed my sense of professional dignity. Fast-forward a few years and I’m returning home from The Leadership Circle certification determined to integrate these powerful tools into my portfolio of change management services. This was not easy. There was a lot to learn about what all this meant and how to make it useful to leaders and their change initiatives. Since then, I’ve spent my time in the deep end of the pool pursuing all of The Leadership Circle’s offerings, leadership and relationship systems coaching certifications, and practicing. Looking back now, I can’t imagine another path that would have made more sense.  

    Knowledge is knowing that tomato is a fruit. Wisdom is not putting it in fruit salad.

    ~ unknown

      While The Leadership Circle framework can be a powerful foundation for transformation, knowing its ins-and-outs—and being able to bring it to life with clients—is as different as knowledge and wisdom. This article will highlight three distinct and subtle shifts I have noticed in my practice that seem to be increasing the impact with the leaders and teams I serve.

    Moving From Talking About It to Being About It

    The first subtle shift reminds me of how my personal trainer invites me to stop reporting my progress and start lifting weights: “OK Shannon, why don’t you stop talking about it and start being about it.” Getting to know the Leadership Circle framework started, for me, with a gradual deepening and eventual up leveling of my relationship to our beloved and berated ‘Reactive Tendencies.’ Tracking The Movement. One of the first insights about working with The Leadership Circle came from a coach I was supposedly helping to get prepared for his first round of debriefs. After our first day of sessions, he reported at dinner that the day had gone well, and that the only thing he hadn’t been quite ready for was the client’s reactive tendencies actually showing up in the session! IMG_0323 This was both obvious and profound. Of course it shows up, but I didn’t know why I hadn’t thought about it enough to make it explicit. This is core to The Leadership Circle debrief coaching readiness, and it entails much more of me than I had originally expected. In a nutshell that feels like anything but a nutshell, it’s about getting to know how each of the tendencies moves through me, so I ‘know’ them. This has meant getting to know my own physical response, and then identifying the flavor of fear that is driving it. It continues to take incredible ‘noticing’ discipline to link somatic reaction to hidden beliefs and then even more courage to be able to speak from that place. For example, to notice my throat and chest tightening as a client group starts to panic about the next group activity slated for them, and then be able to connect it to the fear beneath being rejected, or ignored. Being Amused. As time went on, it became clear that there was always another expression of limiting belief waiting for me to discover it. Eventually, this reality of no ending became so prevalent, that amusement became part of the “belief reframing” process. And then, without fireworks or trumpets playing, this amusement morphed into a full-fledged admiration. I began chuckling about my most quirky qualities and considering those formally forbidden aspects that had been kept under lock and key, and smiling about the character I had become (as if it were new). It became my little secret, a burgeoning affinity for this collection of traits that makes life so interesting, dramatic, and maddening. Building A Circle. Most of us review this and recognize that what I’ve described is simply what we ask of our clients. The advantage our clients have is they have the support of a coach. This mucking around the inner terrain is not for those, clients or coaches, who prefer their drinks neat. This is the land of shaken and stirred. One of the most coveted dimensions of the wisdom emerging from my practice now is the circle of colleagues willing to champion and challenge me. The largest leaps of personal and professional growth have come through these relationships and I believe our ability to impact global leadership in a profound way depends on us cultivating these relationship circles for ourselves.

    Moving From ‘Figuring It Out’ to ‘Inviting It Out’

    As a longtime consultant, the default tendency to anticipate and find solutions is always present. And it is rarely helpful in coaching conversations. Effective development work has required a major shift from “figuring it out” to “inviting it out,” especially in the realm of exploring beliefs and assumptions. Intellectually I understand how coaching works, and the powerful structure it becomes for co-creating. Additionally, I am personally committed to mastering this elusive partnership dynamic. In practice though, the seasoned organizational change and communications advisor slips out and wants to be seen—to help, to impress, or to expedite. The reasons this shift is challenging are not surprising:
    • The expert-mode it seductive. My desire to help others get out of their own way or to ‘see the light’ through insights that have made themselves clear to me, is often present. There is positional power present in this mode as well, which can feel enlivening, until I realize we are modeling something other than partnership.
    • The expert-mode is expected, and very often preferred, by clients. It took me a long time to not be confused by this, and to start expecting it. The ControllingComplying dynamic is comfortable, familiar, and expected. As I show up as someone who knows a lot about how the The Leadership Circle framework works for change leaders, it is not uncommon for clients to want to be told how to think and what to do—with their results, development plans, or relationships.
    • The expert-mode also appeals to my sense of efficiency. ‘Can we finish up this understanding part and move into the what do you want to do with this part?’ I have a bias for action, and a natural urge to just tell someone instead of fostering discovery about it.
    A couple of strategies that seem to be working for this:
    • Getting clear about roles. This sounds basic, but getting myself re-programmed was anything but basic. Here are the things I remind my Expert-self before a session. My role is to:
      • Join the client as a fellow traveler in the exploration of what this means for her
      • Be present and listen deeply
      • Be less of a pace car, and more of a body surfer, riding the wave of the client’s awareness
      • I needed to build the habit of exploring with, and not for, the client. To do this, I’ve found a few questions that evoke my beginner’s mind curiosity, and they are becoming my new default. When a client describes a situation and drops into the experience of it, these questions are top-of-mind: What are you aware of? What do you notice? What is trying to happen? They generate an exploration into underlying patterns and energies that keep me guessing, with the client, right where I need to be.

    Moving From Owning the Results to Sharing the Experience

    The last shift toward wisdom for this Leadership Circle Practitioner is as simple to understand, as it is difficult to do. In partnering and co-creating, responsibility is shared. Simple. This becomes problematic when I consider a situation such as a coaching engagement where nothing seems to be happening for the client. At those times, I have a tendency to want to make something happen, or to do more than what is mine to do. If I realize that I care more than the client about the results, or about doing something about the problem, it is time to re-calibrate. My ability to do this constellates around trust in a creative intelligence greater than the problems, challenges, and complications we are working. When I hold that trust, it is easy for me to operate from the belief that the client is naturally intelligent, creative, resourceful, and whole. I like to think I hold all clients, colleagues, and people this way all the time. The truth is that I don’t, but I do intend to. Here are some of the common occurrences in my practice that signal me that I’m am unconsciously doubting a client’s resourcefulness, and probably taking on more than my share of the responsibility:
    • I’m concerned that a client ‘can’t handle’ his feedback
    • There doesn’t seem to be enough happening in the debrief and I’m wondering if I am creating enough value for the client
    • I notice that the client is having a boring/uncomfortable/tense experience and I want to do something to improve it
    • I assume that because I don’t see anything happening with the client, nothing actually is
    • The client has selected a focus for development, and I’m telling myself it is not relevant
     

    When you walk to the edge of all the light you have  

    and take that first step into the darkness of the unknown,

    you must believe that one of two things will happen:

    There will be something for you to stand upon,

    or you will be taught how to fly.

    ~ Patrick Overton

     

    Moving toward the wise and vital application of the The Leadership Circle framework in my practice has indeed felt like one step into the dark after another. I have great anticipation for the flying part, and for now I’ve just grown quite proficient at navigating in the mud. Perhaps some of these thoughts and practices will inspire you to join me there.
    About the Author
    Shannon SchultzShannon Schultz holds an M.B.A. in Marketing and Strategic Management from the University of Georgia and a B.A. in Journalism from the University of North Carolina. Her post-graduate education has included exploration and study in mind-body wellness, music therapy and cognitive psychology. Shannon founded Schultz Consulting Group in 2003 after 10 years of marketing roles in advertising, public relations, research and product development, and four years of internal corporate consulting. She is consistently recognized as a guiding presence in transforming the way organizations operate to improve performance. Through a seasoned blend of systems change strategy, group process facilitation, and executive coaching, Shannon guides organizational change and increases people’s capacity to lead it. Her areas of expertise include: Launching enterprise-wide change initiatives, transforming cross-divisional groups into high-performing teams, and increasing individual capacity and organizational capability through leadership development programming.
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        6 Responses

        04.04.13

        Your Comments
        Shannon, great piece here. I love hearing of your adventures in the slippery land of self awareness and the clunky characters who seem to inhabit your interior regions. This article originates in a real human! Thank you for coming out into the open where you will be easier to target. Only kidding. Thanks for writing.
        Dan

        04.04.13

        Deep gratitude Shannon for this. It resonates and makes me pause, thinking how beautiful and sometimes uncomfortable the continuous learning and un-learning is. I particularly like the connections you make with the unconscious dynamics between the client and yourself as coach. That is why the point about the circle of colleagues is so important – extra-vision or supervision needs to be part of all our coaching practice and I have started to mention it as a selling point included in my offer to clients. Maybe something for us as TLC community to integrate as part of our ongoing prof. development/accreditation?

        Again, thank you for your article, good to hear from you! From Panama with love, Marjoleine

        04.04.13

        Shannon, Thank you for writing this. It is a beautifully written piece, full of applied wisdom and, yet, light and playful. It represents well the vision I have had for years, that The Leadership Circle be a catalyst for profound growth, not only for leaders, but for practitioners as well. I found myself resonating with so much of what you write. I join you mucking around in the mud. It is an acquired taste. And it is a taste we must acquire if we are to lead transformatively. Thanks for taking the journey. It is good to be on it with you.

        Bob

        04.04.13

        Thank you Shannon for your courage in “outing yourself” as a conscious practitioner who is sharing the journey of discovery with her clients. I love the distinctions you make between knowledge of the TLC framework and the wisdom attained through deep self work as a practitioner, and between “figuring it out” and “inviting it out.” Both distinctions point to the gift this tool can offer when facilitated with a conscious practitioner.

        Through that deep inner work with ourselves, we can help our clients relax with what has been forbidden territory up ’til now. When we have that space within ourselves as practitioners to sit with the uncomfortable, to allow that “all is welcome here,” we can help co-facilitate the exploration of our clients uncharted terrain in magical, unexpected and useful ways.

        04.04.13

        Beautifully said. Me too. I am in fascination and wonder at the ever-present unfolding of more awareness, discomfort, aha & next! I am grateful to have clients, colleagues, friends and family that evoke the journey in me. Thanks.

        04.04.13

        Thank you, Shannon, for reminding me how easy it is to shift out of the partnership relationship when I’m coaching. I have been the place where all of your five last bullets take place. In these situations, I see only two doors open to me as the coach: save my client or fix him/her.

        There is another option, however. Don’t go through either door. Instead, stay in the room and, in your wonderful words, “ride the wave” of the client’s awareness. Not sure exactly how to do that but it’s going to be interesting trying.

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