Leadership Metaphor Explorer™

About Leadership Metaphor Explorer

Leadership Metaphor Explorer™ is a deck of postcard-size cards illustrated with a rich variety of drawings and captions designed to provoke insights and different perspectives about leadership.  Also included is a comprehensive facilitator’s guide that any manager or leader can use.

Conducting a Leadership Metaphor Explorer session requires no special training or coaching skills yet produces a dynamic, interactive conversation. In sharing different metaphors among themselves, team and organizational members can stimulate wisdom and understanding about how leadership plays out in the organization, in communities, and across geographical and cultural boundaries.

Leadership Metaphor Explorer is used as a tool for leadership development, including understanding leadership culture as it is now and how it might be re-created in the future. The metaphors illustrate the three stages of dependent, independent, and interdependent leadership cultures.  More on developing leadership in an interdependent world >>

“If you want more profound conversations, I recommend this tool.” —Marcy Nelson-Garrison, Choice: The Magazine of Professional Coaching

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Sample of Leadership Metaphor Explorer cards at each stage of leadership culture, click for more.

Contact: Charles J. Palus & David Magellan Horth

Nuggets of Wisdom from the Early Leadership Toolkit

By Brandi Nicole Johnson

quoteLast month, I had the opportunity to attend LBB’s training on CCL’s Early Leadership Toolkit. I spent 2.5 days learning atoolkit-demo-imagebout CCL’s leadership content, practicing a toolkit module (ie. exercises, lessons, etc.) delivery and critically considering how we could apply what we had gathered in other settings to a population of young people. …

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The CCL Early Leadership Toolkit features several Leadership Explorer tools (Visual Explorer, Values Explorer, and Leadership Metaphor Explorer).

The Magic of Metaphors: Tools for Leaders

Leadership Metaphor Explorer is a tool for helping a group or team think with more energy, insight, and creativity about the present and future of their work together.

This post comes from Amanda Kowal Kenyon, SVP, Director, Organizational Development, Ketchum. Ketchum is a leading global public relations firm, and is developing a more interdependent leadership culture.

“As Director of OD for Ketchum I have the privilege to serve as a facilitator of leadership team alignment workshops. We help teams carve out dedicated time to productively discuss issues and arrive at high-value decisions. In this work, I often call upon metaphor-based exercises to help participants make more meaningful, thoughtful contributions and foster intellectually interesting conversations.

One of my favorite tools is from the Center for Creative Leadership. Their Leadership Metaphor Explorer cards are ideal for helping a group think deeply about the aspects of leadership that resonate in their organizations today as well as their aspirations for leadership tomorrow. The cards offer an extensive variety of postcard-size illustrations depicting myriad leadership metaphors such as Ambitious Pioneers, Co-creating Musicians, and Motivational Coaches.

I recently used the set with leaders at all levels at one of Ketchum’s specialty businesses. The goal was to engage in a productive dialogue about the elements of leadership that would serve the business for their next phase of growth. We wanted to honestly assess how current strengths and limitations would factor in to their leadership development journey.

The group of 40 was divided into table teams of 6-8. Their task was to review the deck of cards and do the following:

  • Each person select one card that depicts a strong aspect of leadership in their agency today, and
  • Each person also selects another card that depicts an aspect of leadership in the agency they think is needed for the future.
  • Following discussion, each table selected 5 cards that they believed told the best leadership vision story, and presented those cards and that story to the larger collective.

The resulting stories each group told of the desired future state were comprehensive and vibrant.

One group told this story:

“As ambitious pioneers we began our journey … and have evolved into group of peaceful warriors …  always going to have an entrepreneurial spirit  … and while we are no longer pioneers, the fighter in us continues to exist … we need to become a group of supportive teachers … the challenge is that teaching is a trial by fire experience. Perhaps this is an area to build up and become stronger in, about how we educate and bring culture to life as well as teach each other new things … be interweaving streams, since we all come from different perspectives, different jobs, new environments …  joining all these perspectives together we become one strong body of water …  we are Ubuntu (I am because we are) … multiple bodies overlapping.

I attribute the depth of the stories to the cards, which provide a shared language and rich landscape of vocabulary around leadership that the group would have been unlikely to access on their own.

Amanda Kowal Kenyon

SVP, Director, Organizational Development

Ketchum

 

A Brief History of Leadership Metaphor Explorer™ (VIDEO)

This video from a LME session in Second Life (AMI Conference, 2008, University of the Pacific) is fun and interesting. The virtual interactive world of Second Life uses the digital versions of the cards as huge posters on the walls.

In this prototype version the labels were still hand drawn. People and strange animals fly through the air. A serious dialogue on innovation ensued! Virtual meeting spaces can be effective for leadership development and coaching, weaving rich webs of resources with virtual social presence and interaction.

Now let’s go back further still in the history and origins of Leadership Metaphor Explorer.

***

Metaphors (including analogies) are tools for creative thinkers of any kind—artists, scientists, engineers, managers, and leaders— to understand and change the world. Leadership Metaphor Explorer engages people in playful yet deeply serious conversations about developing leadership and culture.

Around 1992 Dr. Robert Burkhart and David Magellan Horth developed a personal development process called Root Metaphor. Root Metaphors are core personal metaphors which define how we approach life and work.

One of those for me is my second name Magellan. Imagine how someone lives his life believing he descended from the first person who circumnavigated the world. The Root Metaphor exercise developed by Burkhart and myself was featured in CCL’s Leading Creatively program. I often describe the activity as a right brain goal setting activity. Participants typically discovered and developed their own personal Root Metaphor that became a resource for their continuing leadership journey.

In our book The Leader’s Edge we wrote about images and metaphors as tools for thinking, being, and acting in a complex world. Visual Explorer was our first dialogue tool based in images and metaphors. We introduced the idea of “mediated” dialogue, or making meaning together by “putting something in the middle” of the conversation (Palus & Drath, 2001). Images, we learned, are especially effective for mediated dialogue.

In the CCL program called Navigating Complex Challenges, Andre Martin, David Horth, Ancella Livers and others used a set of 49 verbal metaphors, in words but without images, to enhance classroom dialogue about options for navigating complexity. It worked! But the words by themselves seemed flat.

David recruited graphic facilitator and strategy guru Bruce Flye at East Carolina University to draw images for the metaphors. Bruce met David when they were co-facilitating the Crisis Leadership Forum hosted by CCL to examine the essentials for leadership in a crisis such as the New Orleans Katrina disaster. Bruce is a fine graphic facilitator.

I loved his interpretations of people’s stories in that forum and loved his artwork. I think my first conversation with him about his involvement with Leadership Metaphor Explorer started something like this: ‘Bruce, I love your artwork. If I gave you a series of metaphors, could you have a go at interpreting each metaphor?’

By going back and forth between ideas and drawings we further extended the set across the spectrum of dependent, independent, and interdependent metaphors (as coded by an expert panel). By means of rapid prototyping we provided beta LME decks for testing to faculty around CCL, especially working with Steadman Harrison and Lyndon Rego in the Leadership Beyond Boundaries initiative with diverse and global constituencies for leadership development and social change in Africa, Asia, the Middle East and the USA.

General Richard L. Hughes tested the LME cards as part of a culture survey at the U.S. Air Force Academy, and describes them in his leadership textbook. Later they were successfully used in boundary spanning work with U.S. Forces and the Department of State in Iraq. Several publications show LME has been further applied to boundary spanning and  interdependent leadership (Hughes et al., 2011; Palus, McGuire & Ernst, 2011).

>>More at the Origins of Leadership Metaphor Explorer

David Magellan Horth
Charles J. Palus
The Center for Creative Leadership

Leadership Explorer tools in Leadership at the Peak

Here’s a story of Wisdom Explorer in combination with Visual and Metaphor Explorers, from our colleague Dave Altman. Dave is an early adopter and shaper of the Leadership Explorer™ tool series. Dave is EVP of Research, Innovation and Product Development, at the Center for Creative Leadership.

‘When participants enter the room, they are dazzled with a potpourri of stimuli that gives them a shot of energy and piques their curiosity… ‘

CCL offers Leadership at the Peak, a program for C-level senior leaders from organizations around the globe. One of the challenges we have in this program, and others we run, is to build in enough time for participants to reflect on the data they receive ,to analyze the experiences they have had during the program, and to set goals for the future. In LAP we now provide participants with a few hours of relatively unstructured reflection time preceding an intense day of both peer feedback and one-on-one executive coaching.

The following approach, in my experience, enhances the effectiveness of this period of reflection. Prior to participants’ arrival, I spread throughout the room cards from Wisdom Explorer, Leadership Metaphor Explorer and Visual Explorer. When participants enter the room, they are dazzled with a potpourri of stimuli that gives them a shot of energy and piques their curiosity!

I then provide them with framing questions related to their current challenges and their goals going forward. I change the wording of the specific questions based on the climate of the classroom and the needs of the participants.

I then ask participants to select a card that represents their current challenge and a card that is emblematic of a high priority goal. In all but a handful of cases, participants flat out reject my advice that they limit their selection to two cards! Many take 4-5 cards and some take even more than that.

It’s very clear that there is huge variability in Explorer card preferences. Some people will select multiple cards within a single deck (e.g., only Wisdom Explorer), while others will mix and match.

Whatever cards they select, a large majority of participants relate how important the card is to them and ask whether they can take the card home. Some weave passionate stories about the cards they select. Most want to share their cards and stories with other participants (which we encourage, but not require them to do).

There are many lessons to be learned from these experiments to promote robust reflection. An important one is to provide participants with multiple Explorer sets, as it increases the likelihood that their reflections on being a leader will be substantive, thought-provoking and lasting.

Leadership Explorer tools at the HMC Conference, St. Andrews, Scotland

Steadman Harrison from the Center for Creative Leadership took these great photos at the HMC Conference at St. Andrews, Scotland. More global leadership at Leadership Beyond Boundaries.

 ***

Here are collages from a different venue that Steadman also shared, from his work with the organization ChildFund.

The Systems Skills for Managers Course at Virginia Tech

Our colleague Tom Hickok at the Department of Defense as been using Leadership Metaphor Explorer for team building, and for teaching management topics at Virginia Tech. In the note below he shares his successful recent experience using LME in his System Skills course.


I took out the Leadership Metaphor Explorer (LME) cards two nights ago and used them with my Systems Skills for Managers class at Virginia Tech. I have 21 students in the class, all studying for their MPA. They are almost all engaged in the workforce, with some in federal and local government, some in the private sector (contracting to the federal government, and some in the non-profit sector. It has been one of those classes filled with positive energy, which has made it an especially fun semester for me.

I changed the seating from u-shaped to tables of four before the class, so there was a sense of anticipation from the start. Also, I laid the cards around the room. In the class, we are entering a module on project management, and I engaged the class at the start with some perspectives on project management with input from around the room. some in federaland local government, some in the private sector (contracting to the federal government, and some in the non-profit sector. It has been one of those classes filled with positive energy, which has made it an especially fun semester for

Then I turned to the LME exercise. People were instructed to pick LME cards which spoke to them about a challenge at work, or an opportunity to get through the challenge. Students were instructed to let their table-mates (3 or 4 to a table) describe the cards before they say why they picked them. People spent about 10 minutes or a bit less selecting the cards and 20-plus minutes at the tables. What a buzz! Every table lit up. Once again, the point proved out that visual images are an amazing entryway into dialogue. me.

In the de-brief, the students pointed out there were some polarities where people who had picked the cards saw positive where there table-mates saw negative. In retrospect, I could have asked a more individual question such as what insight they gained from their team-mates or to describe their challenges to the group. But the feedback on the exercise was entirely positive.

Exploring shared direction, alignment, and commitment

How would you know if leadership is happening in a team, in a workgroup, on a task force, or across the organization? Look for three important outcomes: direction, alignment and commitment (DAC).  
                              Making Leadership Happen, Cindy McCauley

People need shared direction, alignment, and direction to work together effectively. Leadership Metaphor Explorer™ helps groups of people reflect on how they create DAC now, and on what kind of DAC they need in the future. Creating and maintaining DAC is what makes leadership happen. The sequence below shows a group choosing cards for present and future desired leadership (for each of the other main groups they interface with), sticking them to a chart with a narrative, and then distilling out the essential shift in the leadership culture that need to happen.

Photos thanks to Hamish Taylor at Sh!nerg!ze!

Scenario Creation and Strategy Development

The Land that Time Forgot….

…  is Eastern North Carolina when healthcare reform requirements are robust–but the economy is chronically weak and there is no government funding support for the legislation.

Our colleague Bruce Flye has done really fine strategy work using scenario-creating conversations.  In this case he is facilitating his home institution, The Brody School of Medicine (BSOM). The full story is posted on his blog Making Voices Visible. I have excerpted key parts connected to his use of the LME cards within digital artifacts such as the Vue mapping tool, and in his hand rendered graphic illustrations.

Regardless, thousands of new patients are entering the system.

Without commensurate funding, the medical community stretches

Skills and abilities previously unrecognized:

To collaborate

To include

To innovate

Day by day

Still unsure of the long-term path

But with renewed commitment to the need.

[jump to original post on Making Voices Visible]

In late 2009 the Dean sent me a review of Scenarios: The Art of Strategic Conversation by Kees van der Heijden. His note said simply “A different form of visioning?” I was still relatively new, and I wondered what his intent was, but I decided I better get a copy and read it.

The approach advocated was stunning, in part because the rationale merged many things I had learned in other disciplines. The principles of systems thinking, visual language and Appreciative Inquiry were coming together although not necessarily explicitly. Overall, the strong argument for emergent practice and participative approach resonated.

While reading Strategic Conversations, I was aware that BSOM “had a strategic plan,” but I was also aware that the Dean, having been here just two years, was already thinking differently. In many ways he was in a mindset of Ackoff’s Idealized Design. Wouldn’t it be great if we had a few more people to think along with him? Engaging with Scenarios would allow us to map the current system and the trends in the external context.

To assure relevancy in the scenarios we began with one-on-one interviews of 26 of the leaders in our BSOM community –faculty, chairs, administrators, board members and hospital executives. The protocol was designed to elicit what they were thinking about and paying attention to. Handwritten interview notes were then transcribed into mindmaps, and these were then separated into external and internal subject matter, with the internal being those over which we can exercise some control. The external issues were organized by the themes that seemed to emerge from the interviews. This was done by a qualitative analysis using the mind maps to explore relevancies. After informally testing these for reasonableness with a few individuals, a report was compiled for distribution to the scenario team.

To assemble the team, the Dean invited 25 people who were good thinkers and who collectively represented a cross-section of the school.

Another component of van der Heijden’s process is The Business Idea, typically a visual depiction of a positive reinforcing loop that describes what we believe is actually happening when we perform well; it also translates into a simple narrative. Transcending static statements of values and vision, it portrays a living “engine of success” as we see it. One way of testing the accuracy of a Business Idea is to ask “Is it reflective of how we think and act as an organization?” An accurate depiction is useful in that it can be compared to the scenarios and adjustments made accordingly. It’s highest and best use, however, is in stimulating conversations about the relationship between thinking and acting.

The Business Idea here was shared in a short workshop with the department chairs. In small teams we had them converse about the depiction and the questions it raises.

At the end we asked for a “fist vote” of how well it represents our thinking. Although there was confusion about the Business Idea versus a business model (and even a vision) we seemed to be fairly well on target.

Until this point all of the analysis, preparation and distribution had been done by just me; now it was time to turn it over to the Scenario Team. Contrary to the norm, the first workshop did not begin with presentation and debate about the findings to date. We stipulated in advance that the material must be read before the workshop, and we began processing it with a focused conversation designed to see what people were thinking without the need to get to any kind of agreement.

Working in small groups, the team was tasked with a process of working with the 11 themes in the report and deriving the Critical Uncertainties that should be considered in our stories. These then were the material for a second workshop in which we invited John Prescott to come in as our “outsider” and comment on the Critical Uncertainties. John stayed and worked with us as we identifies important drivers of the future, their polar outcomes and ultimately the two dimension around which we would develop four scenarios.

As we reached this point close to the holidays, writing the scenarios took three separate workshops. Our first was a “beta” with just a few of us to test the methodology. One of the things we discovered was that visual tools helped the necessary conversations take off really fast.

The next two scenarios were written in a Monday morning workshop just a few days before Christmas. We helped two small groups through a process wherein they first developed an end state, and then they crafted a narrative around how it would come about. To capture their narratives without bogging down over writing, we had a videographer come in at the end of the meeting to capture the stories as they were verbally presented using the graphic material on the tables.

The last scenario was written in a bar. In an effort to get people together quickly after Christmas, I offered to buy the beer; I was also curious about the interaction of alcohol and creativity. In some ways, this evening produced an especially crisp view of the future.

This work grabs some but not others. The interviews with the leadership were almost all lengthy and intense, with the leaders energetically engaged. The initial workshop with the scenario team was also a high engagement event; however, only two thirds of that team stayed with us for the duration.

The energy in these conversations about the outside world suggest that although it’s not the school’s usual subject matter we are constantly thinking about it. Naming the four scenarios seemed to help have more presence in our interactions.

The workshops themselves were carefully scripted, but the actual work was carried out by self-organizing teams. They were quick to grasp the intent, and willing to work hard. We found that we really can interact in forms other than debate, and that there is a higher than expected tolerance for ambiguity.

Doing this work as visually as possible seemed to be a real help. Graphic templates made the more complicated components easily manageable by the teams. Visual tools like Visual Explorer and Leadership Metaphor Explorer seemed to actually productively jump-start conversations.

The final narratives were posted on a website along with details of the process. Attention is being called to them in arenas such as the full faculty meeting and the Dean’s Blog.

Since their completion, they have served as the launch point for a strategy initiative that will focus initially on the creation of Premium Partnerships for the School. It is anticipated that the Business Idea will resurface as a framework for new directions.

Creating an environment in which change can occur

The Explorer tools easily lend themselves to compelling and useful digital graphics. In this example Bruce Flye uses both Visual Explorer and Leadership Metaphor Explorer in helping this team of departmental leaders create their narrative for intentional change. The print version is huge–six and a half feet long. In that version the narrative text is layered into the “gray space” of the graphic. The online Prezi version zooms to the hi-res detail, which can include photos, charts, and so on (the Explorer cards can be individually photographed and incorporated). This digital artifact allows further reflection and dialogue as the narrative is put into action, and helps bring newcomers up to speed quickly.

Leadership metaphors guide the design of a leadership strategy

“I often describe the use of these cards and their companion, Visual Explorer, as greasing the wheels of conversation … “

Our colleague and Leadership Metaphor Explorer™ artist Bruce Flye posted a report on using LME for a week-long Planning Institute for the National Association of College and University Food Service. As always Bruce has a really good approach to planning, strategy and design. Check out his site Making Voices Visible. Here is an excerpt:

“Idealized Design begins with a systems analysis of the current situation, in this instance provided by a fictional case study representing a campus with an assortment of issues. Once their analyses were complete, we asked them to consider the current leadership culture. To do this we used Leadership Metaphor Explorer, a tool developed by the Center for Creative Leadership with a little help from yours truly. All of the cards were spread out on a table, and we asked the 18 participants to review each. They then picked the one that seemed most like their situation or, if none seemed to work, they picked the card that spoke to them in some way.

As they were working in three groups of six, we asked them to return to their groups and then share their cards and their thinking in turn. Each group was then asked to agree on two cards from their six that seemed to best represent the leadership culture in place on this fictional campus. We then took the two cards from each group and set them aside without discussion.

As the week went by they developed their Idealized Designs. Rather than beginning with the usual mission statement, we worked with Steve Haeckel’s Reason for Being. Pretty quickly, they produced this statement: “Walnut College Food Service exists to provide students with healthy and sustainable food options in an environment that enables them to become successful individuals.” Once each group had drafted its Idealized Design, we borrowed from Appreciative Inquiry and crafted Provocative Propositions to guide the subsequent work as opposed to the traditional gap analysis.

Once they had worked their way through the additional details, we asked them to return to a question of leadership: “What is the leadership culture that will give life to the Idealized Design and its Provocative Propositions?” We repeated the selection of metaphor cards, and then posted both sets for comparison.

The original six, as they described them, depicted a conservative and insular environment. “A Confluence of Agendas” to them represented people each getting something for themselves while the larger whole slowly deteriorated. A “Leaderless Orchestra” to them was an indication of a poorly functioning entity. With the new set, they were quick to see a distinct shift toward an interdependent leadership culture. Even metaphors not normally associated with interdependency had a role in creating it: “Nurturing Parents” reflected the fact that someone would have to teach these new skills and behaviors; “High Performance Engines” described how the college’s senior leadership was going to have to step up its game in order to keep up with the dining services group.
I often describe the use of these cards and their companion, Visual Explorer, as greasing the wheels of conversation, and this was no exception. One participant described how his usual difficulty with verbalizing concepts was completely overcome by having an image to work from.”

For more on the design of leadership strategy, see this Center for Creative Leadership white paper.