Facilitating a Vision & Change Alignment Process for the University of California – Merced

Here is a case study written for The Grove Journal about one of several whole-systems change projects I have been co-leading with David Sibbet and other Grove consultants.

Driven by economics and demand, the University of California’s newest campus in Merced is expected to double in size by 2020. No fewer than 72 change projects faced Michael Reese, vice chancellor of Business Administration, in 2016 when he engaged The Grove’s Gisela Wendling, Ph.D., and David Sibbet to facilitate a campus-wide 2020 Visioning and Change Alignment Process.

The process combined large-scale strategic-change consulting, visual facilitation, Grove Storymapping®, and interactive-network technology in a series of large summit meetings with faculty, staff and students. The meetings were guided by a Change Alignment Team (CAT) of top project managers led by Reese and the former dean of the School of Engineering, Erik Roland.

At Chancellor Dorothy Leland’s insistence, the process streamed real-time to students, staff and faculty who couldn’t attend the face-to-face meetings. An interactive platform provided by Grove partner Covision allowed virtual and in-person table groups to share […]

Working with Crucibles of Change

One of the central topics that David Sibbet and I explore in The Grove workshop Designing and Leading Change is how to identify and work with crucible-type situations in organizational change processes. The Liminal Pathways Framework which we introduce in this three-day workshop indicates the crucible phase as the center of the transformative process—at the threshold or place of transition where one is no longer the old and not yet the new.

In metallurgy, crucibles are used to melt metals and combine elements under strong heat. Alchemists used crucibles in an attempt to turn base metals into gold, and they explored how their own magical interactions might cause a transformation to occur. So the crucible has become a metaphor for human containers (or processes) that can handle a great amount of tension – generative and challenging – for a shift or for something new to occur. The container needs to be strong, and at times also malleable and flexible, depending on […]