Description: People in organizations are sometimes confronted with decisions that require discernment - they are important choices that require careful consideration of values and require new insights to produce a breakthrough in performance. This workshop will provide an overview of principles for connecting collecting intelligence and collective wisdom, with application of two particular reflection practices oriented toward action - the Theory U Case Clinic - developed by Otto Scharmer and the Presencing Institute and the Seeing Things Whole temporary trustee process. Participants will apply these tools to their own situation, or coach others. Participants routinely report that even when coaching others, they leave with insights applicable to their own situation.

Target Audience: Teams, team/organizational leaders, team members, team/organizational facilitators including board leaders, members, facilitators.

Organizational Issues: These methods lend themselves to strategic questions. The Seeing Things Whole Process asks participants to frame questions in a "How to …" format that usually captures a dilemma e.g. "How to develop a new market while still serving and appealing to our target market?" "How to develop new leadership that stays with the company to insure the long term success of the business?" "How to support current leadership in handing over the reins to a new leadership team?". The Case Clinic process is suited to almost any leadership issue - a problem/opportunity/project. In both cases, the issue should be one that the participant is involved in personally.

Objectives: 1. Insights about how to evoke greater wisdom in groups. 2. Familiarity with the Theory U case clinic method. 3. Familiarity with the Seeing Things Whole trustee process 4. More wisdom about a personal/organizational issue of interest.

Handouts: Available for download at the links beow:
Theory U Toolbook 1.1 - Case Clinic
Clarifying and Exploring an Organizational Change
Threefold Model of Organizational Life

Biography: Claire Sherry Immediato's focus is to increase performance, health and well-being in complex systems by nurturing system intelligence and wisdom. She created Heaven & Earth Incorporated as a home for this work. She is one of the founding practitioners in the field of organizational learning and most recently served as the president and managing director of SoL, the Society for Organizational Learning, a global community of practice, from 2001 – 2010. Sherry currently serves as the Chief Learning Officer of the ReThink Health initiative of the Fannie E. Rippel Foundation. ReThink Health is focusing on improving population health, improving care, and reducing health care costs at the regional level through a series of action research projects. Sherry is Treasurer (and former Chair) of the Board of the Northeast Foundation for Children, and a member of the board of Seeing Things Whole. She lives in the Boston area. Sherry has Masters degrees in Business Administration and Public Policy from Harvard University.

Contact: Sherry can be reached by e-mail at sherry@heaven-and-earth.com for additional information about this Pre-Conference session.

Website: www.heaven-and-earth.com

Linkedin: www.linkedin.com/pub/claire-sherry-immediato/0/993/141/

Twitter: @heavenearthinc