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ORG 6600, Culture of Learning Organizations 1
Course Learning Outcomes for Unit VIII
Upon completion of this unit, students should be able to:
9. Create an action research plan for transforming a
dysfunctional organization into a learning
organization.
Reading Assignment
In order to access the resource below, you must first log into
the myWaldorf Student Portal and access the
Business Source Complete database within the Waldorf Online
Library.
Edmondson, A. C., & Smith, D. M. (2008, Fall). Too hot to
handle? How to manage relationship conflict.
Rotman Magazine, 26-31.
Ford, J. D., Ford, L. W., & D’Amelio, A. (2008). Resistance to
change: The rest of the story. Academy of
Management Review, 33(2), 362-377.
Garvin, D. A., Edmondson, A. C., & Gino, F. (2008). Is yours a
learning organization? Harvard Business
Review, 86(3), 109-116.
Kimball, L. (2013). Changing the organization one conversation
at a time. OD Practitioner, 45(2), 31-36.
Marshak, R. J., & Grant, D. (2011). Creating change by
changing the conversation. OD Practitioner, 43(3),
2-7.
Wittig, C. (2012). Employees’ reactions to organizational
change. OD Practitioner, 44(2), 23-28.
Click here to download the Socio-Cognitive Systems Learning
Model.
Unit Lesson
Welcome
Welcome to Unit VIII, the final unit of this course! For this
unit, you will want to pull out the socio-cognitive
systems learning model. If you need another copy, a link is
provided in this unit’s readings section. Let’s get
started!
Transformative Change
In this unit, we will discuss one of the most important topics of
this course (and one of the most important
topics of the Organizational Leadership program): the process
of transformative change. Transformative
change involves a transition from Model I to Model II patterns.
This is powerful learning for you, as a leader,
for two reasons.
First, this learning is essential for you to transform your own
thought-behavior patterns to Model II. Through
your own transformative change, you will optimize your “use of
self” as an instrument for change (Jamieson,
Auron, & Shechtman, 2010). That is, you will develop yourself
in order to experience productive learning and
change in your own personal and professional life. This is an
essential skill for a leader.
Second, by applying the use of self, you will be equipped to
lead others toward productive learning and
change. This is also an essential leadership skill, particularly as
you help lead people to productively address
UNIT VIII STUDY GUIDE
Transformative Learning: Toward the
Culture of Learning Organizations
https://online.waldorf.edu/CSU_Content/Waldorf_Content/ZUL
U/Business/ORG/ORG6600/W14Aw/UnitVIII_ReadingAssignm
ent.pdf
ORG 6600, Culture of Learning Organizations 2
UNIT x STUDY GUIDE
Title
conflict (Jamieson, Auron, & Shechtman, 2010). Ultimately,
you will also be able to help people undergo their
own transformative change from Model I to Model II (Argyris,
2000, 2004, 2010; Argyris & Schön, 1996;
Friesenborg, 2015; Mezirow, 2003).
Lifestyle change: The change from Model I to Model II patterns
of values, behaviors, and outcomes is
transformative because it signifies a change in an individual’s
mental model or thought-behavior patterns.
This is not a one-time event. Instead, it is a lifestyle change
(Friesenborg, 2015). Think of shifting from Model
I to Model II like the analogy of transitioning from a poor
lifestyle of unhealthy eating and lack of exercise to a
new lifestyle that includes a nutritious diet and regular exercise.
Model I is like a lifestyle of junk food and no
exercise. Both appeal to real Model I values that revolve around
unhealthy, self-centered desires and goals.
In contrast, Model II is like a lifestyle of nutritious eating and
regular exercise. Both are grounded in Model II
values that involve understanding one’s true self, which
includes foregoing immediate gratification and caring
for the body as the vessel for human life.
The change from Model I to Model II is also a lifestyle change
because it is an ongoing cycle that requires
continual focus on the new values that triggered the change:
Model II values. Adopting the pattern of Model II
values, behaviors, and outcomes requires continual commitment
and persistence to maintain the Model II
lifestyle. The beauty of Model II is that it includes a built-in
mechanism for continued commitment and
maintenance of this lifestyle. This mechanism is the process of
double-loop learning. As we discussed in the
last unit, each loop of the double-loop learning process serves
as a checkpoint. With the first loop, behaviors
are compared to the individual’s Model II values to check for
alignment. Similarly, with the second loop, the
outcomes of the interaction are compared to the Model II values
to ensure that they align (Argyris, 2000,
2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015).
The Model II process, with its integration of double-loop
learning, serves as a form of action research (Argyris,
2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015;
McNiff & Whitehead, 2000). Let’s explore what
this means. In this unit, we will focus on how to guide an
organization with dysfunctional Model I patterns
toward transformation. That transformation occurs as we help
organizations recognize the dysfunctions within
their culture and replace those dysfunctions with a healthy
Model II culture. Take a look at the socio-cognitive
systems learning model. Within the Model II process, do you
see how the arrows show the relationship
between values, behaviors, and outcomes within the Model II
system? Specifically, do you see the arrow that
circle -back from the behaviors to the values, as well as the
arrow that circles back from the outcomes to the
values? These two loops lead to the name double-loop learning.
These two loops serve as checkpoints for
reflection, specifically asking these questions: (a) Did my
behaviors reflect my Model II values? (b) Did the
outcomes of this interaction reflect my Model II values? If the
answer to either of those questions is no, this is
an early warning sign that our behaviors and the outcomes of
our social interaction have veered off-course
from Model II and have reverted to the dysfunctional patterns of
Model I. That realization is important, as it
prompts us to make changes. On an organizational level, it
prompts us to help the organization, which may
require an intervention in order to change.
As we help guide organizations in this transformation, we focus
on the double-loop learning process of the
Model II system. The double-loop learning process shows not
only the steps within Model II, but it also shows
Model II in action. Double-loop learning shows how the Model
II system works, by following the arrows within
the diagram.
So, what is so special about double-loop learning? Why does it
work? Double-loop learning is one form of
action research. It involves making a commitment to Model II
values, implementing those values through our
behaviors, and evaluating the outcomes of those behaviors.
Along the way, there are also two checkpoints
circling back from the behaviors and outcomes to be sure that
they reflect the Model II values.
In this unit, we will focus on how to help lead an organization
from Model I to Model II. This change transforms
the organization culture. To lead that transformative change,
you will help the organization implement a
culture that uses double-loop learning. This is a form of action
research. Let’s learn more about what action
research is.
ORG 6600, Culture of Learning Organizations 3
UNIT x STUDY GUIDE
Title
Action Research
Action research is a hands-on, practical type of research that
may be used to set, work toward, and evaluate
goals. It may be used for either personal or professional goals.
Action research includes some variation of the
following elements, as described by McNiff and Whitehead
(2000):
1. “We review our current practice,
2. Identify an aspect we want to improve,
3. Imagine a way forward,
4. Try it out, and
5. Take stock of what happens” (p. 204).
Through action research, the leader seeks to answer the central
question, “How do I improve my work?”
(Whitehead, 1989, as cited by McNiff & Whitehead, 2000, p.
202). While traditional scholarly research may be
conducted by people other than the leader, action research is
conducted both by the leader and for the leader
and his or her team or organization.
The ultimate purpose of action research is for the leader to
create a guide for action to improve his or her own
work or the work of the team or organization. Using action
research, a plan is created to outline the goals for
development or improvement. This plan document is an artifact
that serves as a living document. It is
intended to be modified over time, as needed. These
modifications will be made throughout the action
research’s ongoing cycle of identifying needs, planning to take
action, taking action, evaluating the outcomes,
and adapting plans for future action based on what happened
this time. Through this cycle of action research,
the leader can decide whether to continue the same behavioral
patterns based on whether the same
outcomes are desired and whether the goals were met. If the
goals were not met and different outcomes were
desired, the leader will plan a new course of action as a means
to achieve different outcomes (Argyris, 2000,
2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015; McNiff
& Whitehead, 2000; Mezirow, 2003; Palmer,
2004, 2011).
Let’s take a look at the Model II system of values, behaviors,
and outcomes as a form of action research. Do
you notice, in the table below, how the Model II elements
correspond with McNiff and Whitehead’s (2000)
action research steps? Both Model II and action research are
cyclical processes, and the elements of each
cycle directly overlap (Argyris, 2000, 2004, 2010; Argyris &
Schön, 1996; Friesenborg, 2015; McNiff &
Whitehead, 2000).
How Model II Uses the Action Research Cycle
Model II Process1 Action Research Step2 Key Question1,2
Model II values
Identify an aspect we want
to improve.
What do I want to improve,
in order to better
understand my true self
and other people?
Model II behaviors Imagine a way forward.
Which behaviors will help
me to better understand
myself and other people?
Double-loop
learning:
First loop
Try it out.
Did I improve? Did my
behaviors help me to better
understand my true self
and other people?
Model II outcomes
Take stock of what
happens.
What were the outcomes of
our interaction?
Double-loop
learning:
Second loop
Review our current
practice.
Did the outcomes of our
interaction align with my
values to better understand
my true self and other
people?
1 (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996;
Friesenborg, 2015)
2 (McNiff & Whitehead, 2000, p. 204)
ORG 6600, Culture of Learning Organizations 4
UNIT x STUDY GUIDE
Title
Creating an Intervention Plan for Transformative Change
People who are currently entrenched in the dysfunctional Model
I patterns of values, behaviors, and
outcomes would benefit by changing from Model I to Model II
patterns. This is referred to as transformative
change (Friesenborg, 2015; Mezirow, 2003).
Both the Model I and Model II systems are cyclical processes.
While Model I is a vicious cycle of dysfunction,
Model II is a cycle of productive learning and change,
wholeness, and relational health. Both Model I and
Model II are complex systems. Without Model II’s integration
of double-loop learning, it would be easy to
regress from Model II to Model I, because Model I values (or
“traps”) have a tendency to creep in. In contrast,
significant conscientious work is needed to change from Model
I patterns to Model II patterns (Argyris, 2000,
2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015). An
intervention may be needed to trigger such a
significant lifestyle change: a transformative change
(Friesenborg, 2015; Mezirow, 2003; Palmer, 2004, 2011).
If you observe that Model I patterns are creeping into your own
interactions with others, an intervention may
be helpful for you to get back on course with the Model II
system. Also, as a leader, you will likely encounter
people who need your help to navigate and overcome conflict.
For people in conflict—either on an individual,
team, or organizational level—an intervention may help
(Friesenborg, 2015).
Goals for the intervention: An intervention plan should have
clear goals, detailing the goals of the
transformative change from Model I to Model II. The goals are
established, with your help, by the individuals
in conflict. The goals should reflect the change you are
expecting: the transition from old Model I patterns to
new patterns of Model II values, behaviors, and outcomes. The
goals should be specific and as measurable
as possible. Also, discuss how the individuals will benefit from
your intervention approach.
The problem—The reason for intervention: In the intervention
plan, explain the problem. What prompted
the intervention? For example, if it was a conflict situation,
describe the situation. What happened leading up
to this conflict situation? What happened as the conflict
occurred? Describe, in detail, the words that were
exchanged, the nonverbal communication, and any other actions
related to this conflict.
Analyze the behaviors that were demonstrated in the conflict
scenario and the outcomes to which those
behaviors led. Also, discuss the clues you observed that might
indicate the values and deep, underlying
assumptions of the people involved. Analyze how these values
and deep assumptions may be related to the
behaviors you observed. Use the socio-cognitive systems
learning model to guide your analysis. Problem
scenarios likely point to Model I patterns of values, behaviors,
and outcomes (Argyris, 2000, 2004, 2010;
Argyris & Schön, 1996; Friesenborg, 2015).
Action research as intervention: The cyclical Model II process
serves as a form of action research, as
shown in the table above. The bulk of the intervention plan
should be devoted to the action research process
of intervention, using the framework described below. In this
section of the intervention plan, you will outline
the steps for transformative change to Model II; they correspond
with the action research steps, as described
below. Each of these steps should be detailed in the intervention
plan.
Changing from Model I to Model II values: Model II values
align with the action research step to “identify an
aspect we want to improve” (McNiff & Whitehead, 2000, p.
204). An overarching question for this step of the
action research process is, What do I want to improve, in order
to better understand my true self and other
people?
First, this involves analyzing one’s current (Model I) behaviors
and outcomes and comparing them to the
values that the individual espouses. As the leader, you can help
in this intervention by guiding the individual to
see the divide between his espoused values and his behaviors
and outcomes. You can help guide him in
uncovering his real, underlying values.
Second, through the intervention, you can introduce the
individual to the alternative Model II values, as
depicted in the socio-cognitive systems learning model. The
intervention plan should outline how you will help
lead the individuals to test their deep, underlying assumptions.
Again, the key question is, What do I want to improve, in order
to better understand my true self and other
people? To guide this intervention, you should develop probing
questions that target this key question. One
important theme for probing questions is helping the individual
to realize the contradiction between his
ORG 6600, Culture of Learning Organizations 5
UNIT x STUDY GUIDE
Title
espoused values and his behaviors and outcomes, as well as to
uncover his real values. Another important
theme for probing questions is helping the individual to discern
if he is interested in transformative change
toward Model II. In the intervention plan, you would brainstorm
probing questions that would seek to address
the key questions.
The purpose for developing probing questions is to target the
overarching, key question in different ways, so
you can truly understand the situation and help the individuals
to work toward productive learning and
change. The probing questions may also be customized to
include details that are specific to the situation.
Changing from Model I to Model II behaviors: Model II
behaviors align with the action research step to
“imagine a way forward” (McNiff & Whitehead, 2000, p. 204).
A key question for this step of the action
research process is, Which behaviors will help me to better
understand myself and other people? As you
create this step of the intervention plan, brainstorm probing
questions that are aimed at addressing this key
question. Use the Model II behaviors component of the socio-
cognitive systems learning model to guide the
behaviors you will target as you brainstorm probing questions
for the intervention plan.
Again, the purpose for developing probing questions is to target
the overarching, key question in different
ways, so you can truly understand the situation and help the
individuals to work toward productive learning
and change. The probing questions may also be customized to
include details that are specific to the
situation.
Double-loop learning, first loop: Model II’s first loop in the
double-loop learning process aligns with the action
research step to “try it out” (McNiff & Whitehead, 2000, p.
204). A key line of questioning for this step of the
action research process is, Did I improve? Did my behaviors
help me to better understand my true self and
other people? Essentially, did the behaviors align with and
support the Model II values? As you create this
step of the intervention plan, brainstorm probing questions that
are aimed at addressing this key question. In
the intervention plan, refer to the socio-cognitive systems
learning model to explain role of the first loop in the
process of double-loop learning.
Changing from Model I to Model II outcomes: Model II
outcomes align with the action research step to “take
stock of what happens” (McNiff & Whitehead, 2000, p. 204). A
key question for this step of the action
research process is, What were the outcomes of the interaction?
As you create this step of the intervention
plan, brainstorm probing questions that are aimed at addressing
this key question. Use the Model II outcomes
component of the socio-cognitive systems learning model as a
guide as you brainstorm probing questions for
the intervention plan.
Double-loop learning, second loop: Model II’s second loop in
the double-loop learning process aligns with the
action research step to “review our current practice” (McNiff &
Whitehead, 2000, p. 204). A key line of
questioning for this step of the action research process is, Did
the outcomes of our interaction align with my
values, to better understand my true self and other people?
Essentially, did the outcomes of the interaction
align with and support the Model II values? As you create this
step of the intervention plan, brainstorm
probing questions that are aimed at addressing this key
question. In the intervention plan, refer to the socio-
cognitive systems learning model to explain role of the second
loop in the process of double-loop learning.
Conclusion section of the intervention plan: The intervention
plan should summarize the purpose for
transformative learning—specifically for this intervention.
Also, summarize the process and benefits of your
intervention plan.
Conclusion
Action research is used as the basis of interventions for
organization change. For organization change
involving human dynamics and relationships, Argyris’ (2000,
2004, 2010; Argyris & Schön, 1996) process of
double-loop learning is arguably the most relevant form of
action research for changing organization culture
and creating the culture of a learning organization. As an
organization development consultant, Argyris
partnered with company presidents and CEOs to help guide their
organizations toward culture change.
Argyris designed the double-loop learning process as a form of
action research.
Similarly, Edmondson (2012) described how action research is
used in leading organization change, providing
several examples. As one example, Simmons Bedding Company
wanted the company to remain ahead of the
competition in order to remain relevant for the future. The
problem was that “financial performance was
ORG 6600, Culture of Learning Organizations 6
UNIT x STUDY GUIDE
Title
anemic, morale was poor, and product and service quality were
uninspiring” (p. 259). A new CEO was hired
to turn Simmons around, to lift the company out of its slump.
The new CEO knew that he needed to change
the organization culture in order to improve employee morale,
enhance product and service quality, and,
ultimately, increase the company’s bottom line. He described
his vision to Simmons employees: “I want us,
together, to create the kind of company where all of us want to
get up and come to work in the morning…And
the kind of company that others want to do business with” (p.
259). The new CEO focused on organization
learning as a function of changing the dynamics of human
relationships within teams in the organization. He
used action research, focusing on a process of planning,
implementation, and evaluation in order to change
the organization’s values, behaviors, and outcomes.
In this unit’s assignment and discussion board, you will have
the opportunity to apply this transformative
change from Model I to Model II patterns of values, behaviors,
and outcomes.
Hopefully you have found this course to be a life-changing
experience. Continue to develop “the use of self”
as an instrument of change as you seek to apply transformative
change from Model I to Model II in both your
personal and professional relationships. Ultimately, these skills
will be instrumental as you lead the
development of the culture of learning organizations, as well as
learning cultures within other groups.
References
Argyris, C. (2000). Flawed advice and the management trap.
New York, NY: Oxford University Press.
Argyris, C. (2004). Reasons and rationalizations: The limits to
organizational knowledge. New York, NY:
Oxford University Press.
Argyris, C. (2010). Organizational traps: Leadership, culture,
organizational design. New York, NY:
Oxford University Press.
Argyris, C., & Schön, D. A. (1996). Organizational learning II:
Theory, method, and practice. Reading, MA:
Addison-Wesley.
Friesenborg, L. (2015). The culture of learning organizations:
Understanding Argyris’ theory through a
socio-cognitive systems learning model. Forest City, IA:
Brennan-Mitchell.
Jamieson, D. W., Auron, M., & Shechtman, D. (2010).
Managing use of self for masterful professional
practice. OD Practitioner, 42(3), 4-11.
McNiff, J., & Whitehead, J. (2000). Action research in
organisations. New York, NY: Routledge.
Mezirow, J. (2003). Transformative learning as discourse.
Journal of Transformative Education, 1(1), 58-63.
Palmer, P. J. (2004). A hidden wholeness: The journey toward
an undivided life. San Francisco, CA:
Jossey-Bass.
Palmer, P. J. (2011). Healing the heart of democracy: The
courage to create a politics worthy of the human
spirit. San Francisco, CA: Jossey-Bass.
Suggested Reading
Schein, E. H. (2010). The learning culture and the learning
leader. In Organizational culture and leadership
(4th ed.) (pp.365-384). San Francisco, CA: Jossey-Bass.
Friesenborg, L. (2015). The culture of learning organizations:
Understanding Argyris’ theory through a
socio-cognitive systems learning model. Forest City, IA:
Brennan-Mitchell.
In order to access the resources below, you must first log into
the myWaldorf Student Portal and access the
Business Source Complete database within the Waldorf Online
Library.
ORG 6600, Culture of Learning Organizations 7
UNIT x STUDY GUIDE
Title
Franz, T. M., & Mastrangelo, P. M. (2014). Using a peer-
nominated team to drive change and improve trust:
A case study. OD Practitioner, 46(2), 33-39.
Katz, J. H., & Miller, F. A. (2012). How human dynamics create
winners and losers: Using inclusion as a HOW
for mergers and acquisitions. OD Practitioner, 44(3), 63-67.
The following e-book is available through the Waldorf Online
Library:
Pearson, C. (2012). The transforming leader: New approaches to
leadership for the Twenty-First Century.
San Francisco, CA: Berrett-Koehler.
Pearson Geometry Common Core Edition 2012
http://www.ck12.org/geometry/Constructions-of-Regular-
Polygons/lesson/Constructions-of-Regular-
Polygons/r7
Page 1 of 11
Constructions of Regular Polygons
Use your compass to construct a circle like the one shown
below on a piece of
paper. Describe how to fold the paper two times in order to help
you construct a
square.
Guidance
A regular polygon is a polygon that is equiangular and
equilateral. This means
that all its angles are the same measure and all its sides are the
same length.
The most basic example of a regular polygon is an equilateral
triangle, a triangle
with three congruent sides and three congruent angles. Squares
are also regular
polygons, because all their angles are the same and all their
sides are the
same length.
Regular polygons with five or more sides do not have special
names. Instead, the
word regular is used to describe them. For example, a regular
hexagon is a
hexagon (6 sided polygon) whose angles are all the same
measure and sides are all
the same length.
All regular polygons have rotation symmetry. This means that a
rotation of less
than will carry the regular polygon onto itself. In fact, a regular
-sided polygon
has rotation symmetry for any multiple of .
http://www.ck12.org/geometry/Constructions-of-Regular-
Polygons/lesson/Constructions-of-Regular-
Polygons/r7
Page 2 of 11
Constructions are step-by-step processes used to create accurate
geometric
figures. To create a construction by hand, there are a few tools
that you can use:
1. Compass: A device that allows you to create a circle with a
given radius. Not
only can compasses help you to create circles, but also they can
help you to copy
distances.
2. Straightedge: Anything that allows you to produce a straight
line. A straightedge
should not be able to measure distances. An index card works
well as a
straightedge. You can also use a ruler as a straightedge, as long
as you only use
it to draw straight lines and not to measure.
3. Paper: When a geometric figure is on a piece of paper, the
paper itself can be
folded in order to construct new lines.
You can construct some regular polygons by hand if you
remember the definitions
and properties of these regular polygons. With the additional
help of geometry
software or a protractor, you can construct any regular polygon.
Example A
is one side of what will become equilateral triangle . You need
to put
point in the correct place in order to make the equilateral
triangle. Where should
point be placed with respect to points and ?
Solution
: Let the distance between and be . Point needs to be away
from
point and also away from point .
http://www.ck12.org/geometry/Constructions-of-Regular-
Polygons/lesson/Constructions-of-Regular-
Polygons/r7
Page 3 of 11
Example B
Use a straightedge to draw line segment . Use the ideas from
Example A to
construct equilateral triangle .
 ORG 6600, Culture of Learning Organizations 1 Cours.docx

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  • 1. ORG 6600, Culture of Learning Organizations 1 Course Learning Outcomes for Unit VIII Upon completion of this unit, students should be able to: 9. Create an action research plan for transforming a dysfunctional organization into a learning organization. Reading Assignment In order to access the resource below, you must first log into the myWaldorf Student Portal and access the Business Source Complete database within the Waldorf Online Library. Edmondson, A. C., & Smith, D. M. (2008, Fall). Too hot to handle? How to manage relationship conflict. Rotman Magazine, 26-31. Ford, J. D., Ford, L. W., & D’Amelio, A. (2008). Resistance to change: The rest of the story. Academy of Management Review, 33(2), 362-377.
  • 2. Garvin, D. A., Edmondson, A. C., & Gino, F. (2008). Is yours a learning organization? Harvard Business Review, 86(3), 109-116. Kimball, L. (2013). Changing the organization one conversation at a time. OD Practitioner, 45(2), 31-36. Marshak, R. J., & Grant, D. (2011). Creating change by changing the conversation. OD Practitioner, 43(3), 2-7. Wittig, C. (2012). Employees’ reactions to organizational change. OD Practitioner, 44(2), 23-28. Click here to download the Socio-Cognitive Systems Learning Model. Unit Lesson Welcome Welcome to Unit VIII, the final unit of this course! For this unit, you will want to pull out the socio-cognitive systems learning model. If you need another copy, a link is provided in this unit’s readings section. Let’s get started! Transformative Change In this unit, we will discuss one of the most important topics of this course (and one of the most important topics of the Organizational Leadership program): the process
  • 3. of transformative change. Transformative change involves a transition from Model I to Model II patterns. This is powerful learning for you, as a leader, for two reasons. First, this learning is essential for you to transform your own thought-behavior patterns to Model II. Through your own transformative change, you will optimize your “use of self” as an instrument for change (Jamieson, Auron, & Shechtman, 2010). That is, you will develop yourself in order to experience productive learning and change in your own personal and professional life. This is an essential skill for a leader. Second, by applying the use of self, you will be equipped to lead others toward productive learning and change. This is also an essential leadership skill, particularly as you help lead people to productively address UNIT VIII STUDY GUIDE Transformative Learning: Toward the Culture of Learning Organizations https://online.waldorf.edu/CSU_Content/Waldorf_Content/ZUL U/Business/ORG/ORG6600/W14Aw/UnitVIII_ReadingAssignm ent.pdf ORG 6600, Culture of Learning Organizations 2 UNIT x STUDY GUIDE Title
  • 4. conflict (Jamieson, Auron, & Shechtman, 2010). Ultimately, you will also be able to help people undergo their own transformative change from Model I to Model II (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015; Mezirow, 2003). Lifestyle change: The change from Model I to Model II patterns of values, behaviors, and outcomes is transformative because it signifies a change in an individual’s mental model or thought-behavior patterns. This is not a one-time event. Instead, it is a lifestyle change (Friesenborg, 2015). Think of shifting from Model I to Model II like the analogy of transitioning from a poor lifestyle of unhealthy eating and lack of exercise to a new lifestyle that includes a nutritious diet and regular exercise. Model I is like a lifestyle of junk food and no exercise. Both appeal to real Model I values that revolve around unhealthy, self-centered desires and goals. In contrast, Model II is like a lifestyle of nutritious eating and regular exercise. Both are grounded in Model II values that involve understanding one’s true self, which includes foregoing immediate gratification and caring for the body as the vessel for human life. The change from Model I to Model II is also a lifestyle change because it is an ongoing cycle that requires continual focus on the new values that triggered the change: Model II values. Adopting the pattern of Model II values, behaviors, and outcomes requires continual commitment and persistence to maintain the Model II lifestyle. The beauty of Model II is that it includes a built-in mechanism for continued commitment and maintenance of this lifestyle. This mechanism is the process of double-loop learning. As we discussed in the
  • 5. last unit, each loop of the double-loop learning process serves as a checkpoint. With the first loop, behaviors are compared to the individual’s Model II values to check for alignment. Similarly, with the second loop, the outcomes of the interaction are compared to the Model II values to ensure that they align (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015). The Model II process, with its integration of double-loop learning, serves as a form of action research (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015; McNiff & Whitehead, 2000). Let’s explore what this means. In this unit, we will focus on how to guide an organization with dysfunctional Model I patterns toward transformation. That transformation occurs as we help organizations recognize the dysfunctions within their culture and replace those dysfunctions with a healthy Model II culture. Take a look at the socio-cognitive systems learning model. Within the Model II process, do you see how the arrows show the relationship between values, behaviors, and outcomes within the Model II system? Specifically, do you see the arrow that circle -back from the behaviors to the values, as well as the arrow that circles back from the outcomes to the values? These two loops lead to the name double-loop learning. These two loops serve as checkpoints for reflection, specifically asking these questions: (a) Did my behaviors reflect my Model II values? (b) Did the outcomes of this interaction reflect my Model II values? If the answer to either of those questions is no, this is an early warning sign that our behaviors and the outcomes of our social interaction have veered off-course from Model II and have reverted to the dysfunctional patterns of Model I. That realization is important, as it prompts us to make changes. On an organizational level, it prompts us to help the organization, which may
  • 6. require an intervention in order to change. As we help guide organizations in this transformation, we focus on the double-loop learning process of the Model II system. The double-loop learning process shows not only the steps within Model II, but it also shows Model II in action. Double-loop learning shows how the Model II system works, by following the arrows within the diagram. So, what is so special about double-loop learning? Why does it work? Double-loop learning is one form of action research. It involves making a commitment to Model II values, implementing those values through our behaviors, and evaluating the outcomes of those behaviors. Along the way, there are also two checkpoints circling back from the behaviors and outcomes to be sure that they reflect the Model II values. In this unit, we will focus on how to help lead an organization from Model I to Model II. This change transforms the organization culture. To lead that transformative change, you will help the organization implement a culture that uses double-loop learning. This is a form of action research. Let’s learn more about what action research is. ORG 6600, Culture of Learning Organizations 3 UNIT x STUDY GUIDE
  • 7. Title Action Research Action research is a hands-on, practical type of research that may be used to set, work toward, and evaluate goals. It may be used for either personal or professional goals. Action research includes some variation of the following elements, as described by McNiff and Whitehead (2000): 1. “We review our current practice, 2. Identify an aspect we want to improve, 3. Imagine a way forward, 4. Try it out, and 5. Take stock of what happens” (p. 204). Through action research, the leader seeks to answer the central question, “How do I improve my work?” (Whitehead, 1989, as cited by McNiff & Whitehead, 2000, p. 202). While traditional scholarly research may be conducted by people other than the leader, action research is conducted both by the leader and for the leader and his or her team or organization. The ultimate purpose of action research is for the leader to create a guide for action to improve his or her own work or the work of the team or organization. Using action research, a plan is created to outline the goals for development or improvement. This plan document is an artifact that serves as a living document. It is intended to be modified over time, as needed. These modifications will be made throughout the action
  • 8. research’s ongoing cycle of identifying needs, planning to take action, taking action, evaluating the outcomes, and adapting plans for future action based on what happened this time. Through this cycle of action research, the leader can decide whether to continue the same behavioral patterns based on whether the same outcomes are desired and whether the goals were met. If the goals were not met and different outcomes were desired, the leader will plan a new course of action as a means to achieve different outcomes (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015; McNiff & Whitehead, 2000; Mezirow, 2003; Palmer, 2004, 2011). Let’s take a look at the Model II system of values, behaviors, and outcomes as a form of action research. Do you notice, in the table below, how the Model II elements correspond with McNiff and Whitehead’s (2000) action research steps? Both Model II and action research are cyclical processes, and the elements of each cycle directly overlap (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015; McNiff & Whitehead, 2000). How Model II Uses the Action Research Cycle Model II Process1 Action Research Step2 Key Question1,2 Model II values Identify an aspect we want to improve. What do I want to improve, in order to better
  • 9. understand my true self and other people? Model II behaviors Imagine a way forward. Which behaviors will help me to better understand myself and other people? Double-loop learning: First loop Try it out. Did I improve? Did my behaviors help me to better understand my true self and other people? Model II outcomes Take stock of what happens. What were the outcomes of our interaction? Double-loop learning: Second loop Review our current
  • 10. practice. Did the outcomes of our interaction align with my values to better understand my true self and other people? 1 (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015) 2 (McNiff & Whitehead, 2000, p. 204) ORG 6600, Culture of Learning Organizations 4 UNIT x STUDY GUIDE Title Creating an Intervention Plan for Transformative Change People who are currently entrenched in the dysfunctional Model I patterns of values, behaviors, and outcomes would benefit by changing from Model I to Model II patterns. This is referred to as transformative change (Friesenborg, 2015; Mezirow, 2003). Both the Model I and Model II systems are cyclical processes. While Model I is a vicious cycle of dysfunction, Model II is a cycle of productive learning and change,
  • 11. wholeness, and relational health. Both Model I and Model II are complex systems. Without Model II’s integration of double-loop learning, it would be easy to regress from Model II to Model I, because Model I values (or “traps”) have a tendency to creep in. In contrast, significant conscientious work is needed to change from Model I patterns to Model II patterns (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015). An intervention may be needed to trigger such a significant lifestyle change: a transformative change (Friesenborg, 2015; Mezirow, 2003; Palmer, 2004, 2011). If you observe that Model I patterns are creeping into your own interactions with others, an intervention may be helpful for you to get back on course with the Model II system. Also, as a leader, you will likely encounter people who need your help to navigate and overcome conflict. For people in conflict—either on an individual, team, or organizational level—an intervention may help (Friesenborg, 2015). Goals for the intervention: An intervention plan should have clear goals, detailing the goals of the transformative change from Model I to Model II. The goals are established, with your help, by the individuals in conflict. The goals should reflect the change you are expecting: the transition from old Model I patterns to new patterns of Model II values, behaviors, and outcomes. The goals should be specific and as measurable as possible. Also, discuss how the individuals will benefit from your intervention approach. The problem—The reason for intervention: In the intervention plan, explain the problem. What prompted the intervention? For example, if it was a conflict situation, describe the situation. What happened leading up
  • 12. to this conflict situation? What happened as the conflict occurred? Describe, in detail, the words that were exchanged, the nonverbal communication, and any other actions related to this conflict. Analyze the behaviors that were demonstrated in the conflict scenario and the outcomes to which those behaviors led. Also, discuss the clues you observed that might indicate the values and deep, underlying assumptions of the people involved. Analyze how these values and deep assumptions may be related to the behaviors you observed. Use the socio-cognitive systems learning model to guide your analysis. Problem scenarios likely point to Model I patterns of values, behaviors, and outcomes (Argyris, 2000, 2004, 2010; Argyris & Schön, 1996; Friesenborg, 2015). Action research as intervention: The cyclical Model II process serves as a form of action research, as shown in the table above. The bulk of the intervention plan should be devoted to the action research process of intervention, using the framework described below. In this section of the intervention plan, you will outline the steps for transformative change to Model II; they correspond with the action research steps, as described below. Each of these steps should be detailed in the intervention plan. Changing from Model I to Model II values: Model II values align with the action research step to “identify an aspect we want to improve” (McNiff & Whitehead, 2000, p. 204). An overarching question for this step of the action research process is, What do I want to improve, in order to better understand my true self and other people?
  • 13. First, this involves analyzing one’s current (Model I) behaviors and outcomes and comparing them to the values that the individual espouses. As the leader, you can help in this intervention by guiding the individual to see the divide between his espoused values and his behaviors and outcomes. You can help guide him in uncovering his real, underlying values. Second, through the intervention, you can introduce the individual to the alternative Model II values, as depicted in the socio-cognitive systems learning model. The intervention plan should outline how you will help lead the individuals to test their deep, underlying assumptions. Again, the key question is, What do I want to improve, in order to better understand my true self and other people? To guide this intervention, you should develop probing questions that target this key question. One important theme for probing questions is helping the individual to realize the contradiction between his ORG 6600, Culture of Learning Organizations 5 UNIT x STUDY GUIDE Title espoused values and his behaviors and outcomes, as well as to uncover his real values. Another important theme for probing questions is helping the individual to discern if he is interested in transformative change
  • 14. toward Model II. In the intervention plan, you would brainstorm probing questions that would seek to address the key questions. The purpose for developing probing questions is to target the overarching, key question in different ways, so you can truly understand the situation and help the individuals to work toward productive learning and change. The probing questions may also be customized to include details that are specific to the situation. Changing from Model I to Model II behaviors: Model II behaviors align with the action research step to “imagine a way forward” (McNiff & Whitehead, 2000, p. 204). A key question for this step of the action research process is, Which behaviors will help me to better understand myself and other people? As you create this step of the intervention plan, brainstorm probing questions that are aimed at addressing this key question. Use the Model II behaviors component of the socio- cognitive systems learning model to guide the behaviors you will target as you brainstorm probing questions for the intervention plan. Again, the purpose for developing probing questions is to target the overarching, key question in different ways, so you can truly understand the situation and help the individuals to work toward productive learning and change. The probing questions may also be customized to include details that are specific to the situation. Double-loop learning, first loop: Model II’s first loop in the double-loop learning process aligns with the action research step to “try it out” (McNiff & Whitehead, 2000, p. 204). A key line of questioning for this step of the
  • 15. action research process is, Did I improve? Did my behaviors help me to better understand my true self and other people? Essentially, did the behaviors align with and support the Model II values? As you create this step of the intervention plan, brainstorm probing questions that are aimed at addressing this key question. In the intervention plan, refer to the socio-cognitive systems learning model to explain role of the first loop in the process of double-loop learning. Changing from Model I to Model II outcomes: Model II outcomes align with the action research step to “take stock of what happens” (McNiff & Whitehead, 2000, p. 204). A key question for this step of the action research process is, What were the outcomes of the interaction? As you create this step of the intervention plan, brainstorm probing questions that are aimed at addressing this key question. Use the Model II outcomes component of the socio-cognitive systems learning model as a guide as you brainstorm probing questions for the intervention plan. Double-loop learning, second loop: Model II’s second loop in the double-loop learning process aligns with the action research step to “review our current practice” (McNiff & Whitehead, 2000, p. 204). A key line of questioning for this step of the action research process is, Did the outcomes of our interaction align with my values, to better understand my true self and other people? Essentially, did the outcomes of the interaction align with and support the Model II values? As you create this step of the intervention plan, brainstorm probing questions that are aimed at addressing this key question. In the intervention plan, refer to the socio- cognitive systems learning model to explain role of the second loop in the process of double-loop learning.
  • 16. Conclusion section of the intervention plan: The intervention plan should summarize the purpose for transformative learning—specifically for this intervention. Also, summarize the process and benefits of your intervention plan. Conclusion Action research is used as the basis of interventions for organization change. For organization change involving human dynamics and relationships, Argyris’ (2000, 2004, 2010; Argyris & Schön, 1996) process of double-loop learning is arguably the most relevant form of action research for changing organization culture and creating the culture of a learning organization. As an organization development consultant, Argyris partnered with company presidents and CEOs to help guide their organizations toward culture change. Argyris designed the double-loop learning process as a form of action research. Similarly, Edmondson (2012) described how action research is used in leading organization change, providing several examples. As one example, Simmons Bedding Company wanted the company to remain ahead of the competition in order to remain relevant for the future. The problem was that “financial performance was ORG 6600, Culture of Learning Organizations 6 UNIT x STUDY GUIDE
  • 17. Title anemic, morale was poor, and product and service quality were uninspiring” (p. 259). A new CEO was hired to turn Simmons around, to lift the company out of its slump. The new CEO knew that he needed to change the organization culture in order to improve employee morale, enhance product and service quality, and, ultimately, increase the company’s bottom line. He described his vision to Simmons employees: “I want us, together, to create the kind of company where all of us want to get up and come to work in the morning…And the kind of company that others want to do business with” (p. 259). The new CEO focused on organization learning as a function of changing the dynamics of human relationships within teams in the organization. He used action research, focusing on a process of planning, implementation, and evaluation in order to change the organization’s values, behaviors, and outcomes. In this unit’s assignment and discussion board, you will have the opportunity to apply this transformative change from Model I to Model II patterns of values, behaviors, and outcomes. Hopefully you have found this course to be a life-changing experience. Continue to develop “the use of self” as an instrument of change as you seek to apply transformative change from Model I to Model II in both your personal and professional relationships. Ultimately, these skills will be instrumental as you lead the development of the culture of learning organizations, as well as learning cultures within other groups.
  • 18. References Argyris, C. (2000). Flawed advice and the management trap. New York, NY: Oxford University Press. Argyris, C. (2004). Reasons and rationalizations: The limits to organizational knowledge. New York, NY: Oxford University Press. Argyris, C. (2010). Organizational traps: Leadership, culture, organizational design. New York, NY: Oxford University Press. Argyris, C., & Schön, D. A. (1996). Organizational learning II: Theory, method, and practice. Reading, MA: Addison-Wesley. Friesenborg, L. (2015). The culture of learning organizations: Understanding Argyris’ theory through a socio-cognitive systems learning model. Forest City, IA: Brennan-Mitchell. Jamieson, D. W., Auron, M., & Shechtman, D. (2010). Managing use of self for masterful professional practice. OD Practitioner, 42(3), 4-11. McNiff, J., & Whitehead, J. (2000). Action research in organisations. New York, NY: Routledge.
  • 19. Mezirow, J. (2003). Transformative learning as discourse. Journal of Transformative Education, 1(1), 58-63. Palmer, P. J. (2004). A hidden wholeness: The journey toward an undivided life. San Francisco, CA: Jossey-Bass. Palmer, P. J. (2011). Healing the heart of democracy: The courage to create a politics worthy of the human spirit. San Francisco, CA: Jossey-Bass. Suggested Reading Schein, E. H. (2010). The learning culture and the learning leader. In Organizational culture and leadership (4th ed.) (pp.365-384). San Francisco, CA: Jossey-Bass. Friesenborg, L. (2015). The culture of learning organizations: Understanding Argyris’ theory through a socio-cognitive systems learning model. Forest City, IA: Brennan-Mitchell. In order to access the resources below, you must first log into the myWaldorf Student Portal and access the Business Source Complete database within the Waldorf Online Library.
  • 20. ORG 6600, Culture of Learning Organizations 7 UNIT x STUDY GUIDE Title Franz, T. M., & Mastrangelo, P. M. (2014). Using a peer- nominated team to drive change and improve trust: A case study. OD Practitioner, 46(2), 33-39. Katz, J. H., & Miller, F. A. (2012). How human dynamics create winners and losers: Using inclusion as a HOW for mergers and acquisitions. OD Practitioner, 44(3), 63-67. The following e-book is available through the Waldorf Online Library: Pearson, C. (2012). The transforming leader: New approaches to leadership for the Twenty-First Century. San Francisco, CA: Berrett-Koehler. Pearson Geometry Common Core Edition 2012
  • 21. http://www.ck12.org/geometry/Constructions-of-Regular- Polygons/lesson/Constructions-of-Regular- Polygons/r7 Page 1 of 11 Constructions of Regular Polygons Use your compass to construct a circle like the one shown below on a piece of paper. Describe how to fold the paper two times in order to help you construct a square. Guidance A regular polygon is a polygon that is equiangular and equilateral. This means that all its angles are the same measure and all its sides are the same length. The most basic example of a regular polygon is an equilateral triangle, a triangle with three congruent sides and three congruent angles. Squares are also regular polygons, because all their angles are the same and all their sides are the
  • 22. same length. Regular polygons with five or more sides do not have special names. Instead, the word regular is used to describe them. For example, a regular hexagon is a hexagon (6 sided polygon) whose angles are all the same measure and sides are all the same length. All regular polygons have rotation symmetry. This means that a rotation of less than will carry the regular polygon onto itself. In fact, a regular -sided polygon has rotation symmetry for any multiple of . http://www.ck12.org/geometry/Constructions-of-Regular- Polygons/lesson/Constructions-of-Regular- Polygons/r7 Page 2 of 11 Constructions are step-by-step processes used to create accurate geometric figures. To create a construction by hand, there are a few tools that you can use: 1. Compass: A device that allows you to create a circle with a given radius. Not
  • 23. only can compasses help you to create circles, but also they can help you to copy distances. 2. Straightedge: Anything that allows you to produce a straight line. A straightedge should not be able to measure distances. An index card works well as a straightedge. You can also use a ruler as a straightedge, as long as you only use it to draw straight lines and not to measure. 3. Paper: When a geometric figure is on a piece of paper, the paper itself can be folded in order to construct new lines. You can construct some regular polygons by hand if you remember the definitions and properties of these regular polygons. With the additional help of geometry software or a protractor, you can construct any regular polygon. Example A is one side of what will become equilateral triangle . You need to put point in the correct place in order to make the equilateral triangle. Where should point be placed with respect to points and ?
  • 24. Solution : Let the distance between and be . Point needs to be away from point and also away from point . http://www.ck12.org/geometry/Constructions-of-Regular- Polygons/lesson/Constructions-of-Regular- Polygons/r7 Page 3 of 11 Example B Use a straightedge to draw line segment . Use the ideas from Example A to construct equilateral triangle .