Sunday, June 12, 2016

Developing a Work Team with the Enneagram

The following is a snapshot of my work with a senior executive team. Pete (style Five) was the CEO, with a team of three Executive Vice Presidents: Matt (style Six), Sally (style Three), and Joe (style Nine).

Initially, each of the four worked with me to create an individual development plan based on self-assessment, my observations, and feedback from in-depth interviews with their boss (in Pete's case the Board Chair), peers, and subordinates. Our work also included learning about the Enneagram and applying their insights to both individual growth and effectiveness in team interactions. All four met with me several times independently, observing their Enneagram patterns between sessions and engaging in pattern-breaking experiments.

The team members are described briefly below and more thoroughly in the linked posts, in both their own words and a summary of team mates' observations. These are partial descriptions that highlight aspects most impacting team effectiveness.

Matt: "I'd like to be more centered, more at peace with myself," said Matt (style Six), "so my reaction doesn't become a function of what somebody else says every twenty minutes!" He felt close to Joe, but sometimes resented Pete for being "stingy" with praise, and found it difficult to accept Sally's suggestions without thinking she was meddling. Matt's team mates described him as very bright, capable, intense, hard working, and an excellent manager. They agreed, however, that he was "a package of contradictions," cautious yet reckless, confident yet worrying what others thought of him, impulsively decisive or unable to decide. (Read more...)

Pete: Possessed of an outstanding mind, Pete's (style Five) retreat into intellect was apparent: "It's my gift and also my down side that I can be an intellectual dilettante and play with ideas for the sake of playing with them." The other three respected his brilliance, innovative thinking, and love of debate, but said he had a hard time seeing issues from others' points of view. The said Pete expected them to take care of themselves and saw emotional vulnerabilities as weaknesses. (Read more...)

Sally: Her earlier (style Three) reaction to emotional discomfort had been to withdraw without explaining herself. She was convinced she could make a difference and aggressively pursued goals she believed in. Her team mates described Sally as bright and articulate, but they wished she wouldn't hold such a dichotomy between her personal self and work life, and they saw her persistent efforts to intervene as interfering. (Read more...)
 
Joe: At a polar extreme from Sally, Joe (style Nine) was the most open, loving, and emotional of the four. Sometimes he'd blow his top, then apologize, then forget what had happened. He was highly valued by the others as entrepreneurial, well-informed, and passionate about having an impact on the world, but it was difficult to follow his epic tales, and he needed more focus and clarity when presenting his ideas. (Read more...)

Team Session

Their half-day together began by acknowledging their Enneagram styles to the others, with examples of typical motivations and behaviors of each. From their self- descriptions we created ground rules for the session. Joe (style Nine) asked that he be offered multiple options. Sally (style Three) requested that we stop and create some guidelines for self-disclosure if she began to feel too uncomfortable. Matt (style Six) wanted any feedback he received to be balanced, preferably with the positive feedback first. And Pete (style Five) was accorded time to process his reactions internally. We discussed the value each brought to the team, as well as Enneagram dynamics that might impede their full effectiveness. They found this discussion so useful, we created a group action plan based on their styles, with two commitments from each to the other three.

Most of the session's content reflected the assessments described above and in the linked details. In addition, there was an observable emotional impact of disclosing themselves so fully, and their own dynamics became even more evident to them as they had a reality check from each other and from my real-time observations. Furthermore, several additional dynamics were highlighted through the group interaction:

  • There was a tendency for "we-they" pairings (Pete/Sally and Matt/Joe), explained not only by their Enneagram styles but also by their MBTI preferences, in Joe's (ENFP) and Matt's (ENFJ) greater ease with openness and more people-oriented observations (both had a Feeling preference on the MBTI), as compared to Sally's (ENTJ) and Pete's (INTP) more reserved styles and logical observations (both had a Thinking preference on the MBTI).
  • Joe (style Nine) played the role of facilitator in general (astutely analyzing and explaining some of the dynamics he observed), and mediator between Sally and Matt in particular. In debriefing this behavior, however, it became clear Joe had unwittingly diffused some energy between Sally and Matt by acting as a sounding board to each, instead of helping them find a way to work things out directly, without his intervention
  • Matt (style Six) showed courage in diving in to speak what was in his heart, and also a tendency to defend himself in the face of perceived criticism. He had promised himself he'd quietly take things in and respond in a non-defensive manner instead of reacting immediately blurting out emotionally, all of which went by the wayside as members of the team lost themselves in the drama of their interaction.
  • Pete (style Five) intellectually analyzed others' behaviors in a way that seemed to them somewhat condescending and interpretive. He had difficulty making positive statements. To his credit he hung in and kept trying to be more self-disclosing and to give more balanced feedback. 
  • Sally (style Three) showed physical discomfort but honored her commitment to stay engaged in the process. In addition, she brought value to the group with her clarity about the importance of being heard. She asked others to paraphrase what they'd heard her say, which was good modeling for the group. 
By the end of the session they agreed they'd met their goal of "going deeper" than they had in the past, and there were a number of recommendations for working together more effectively. I later summarized these in a group action plan for mutual development, the introduction summarizing three key points:
  1. Conflict occurs largely because we all interpret things differently from our various worldviews. When you put yourself in someone else's shoes you'll enhance the possibility of learning about yourself and building more constructive ways of working together.
  2. Each of the Enneagram patterns represents only a glimpse of reality. As you wake up to these aspects of your shadow you'll free yourself from habitual behavior, gain tolerance for one another, open communication, and develop trust and compassion. 
  3. It's important to recognize each others' gifts. It's also important to acknowledge that working on yourself in the team is an unparalleled development opportunity. Each has separate work to do, but the work touches and moves in the heart of the relationship (Margaret Frings Keyes, The Enneagram Relationship Workbook). 
 

CRS Disease: "Can't Remember S---t!"

More information about Joe, Executive VP in a team of four in "Developing a Work Team with the Enneagram."
 
At a polar extreme from his style Three team mate Sally, Joe  (style Nine) was the most open of four executive team members. "Matt (style Six) and I connect very well and have a lot in common," he said. "Sally and I are so different our relationship is variable -- sometimes good, sometimes strained. Connecting is very important to me, which our CEO Pete (style Five) sees as a weakness, and he's the least likely to give praise or connect with me or anyone else on the team."

Joe's Eight wing was prominent. "Sometimes I'll blow my top. People who know me realize it's never directed personally, and I've also learned -- if I do screw up -- to go apologize. But I'm not the most sensitive person in the world on social nuances. Someone has to hit me on the head, and then I say, 'Oh thanks for waking me up!'" This element of self-forgetting was also evident in Joe's poor memory: "I have CRS disease: Can't remember shit. I think it's an asset in that I don't hold grudges very long, mainly because I've forgotten what happened."


Matt attributed Joe's outbursts of anger to "getting too worn down physically. When that happens things get out of whack. At one meeting he got me out in the lobby and started screaming at me, explaining it by saying, 'This is me, I have to vent.' The next day I told him 'Don't yell at me!'" Sally said "Joe and I have worked out a deal that when he's emotional I go away and come back after he's calmed down." 


Joe didn't remember being discounted as a child; in fact he remembered little of his childhood. But he came into one of our meetings after a visit from his father, and announced, "I saw it! We played golf while he was here and after I teed off he said, 'You call that a drive?' He even made fun of me to some golfers who came up behind us. I realized that kind of remark must have been common when I was growing up." Joe described his mother as "the kind of person for whom the glass is always half-empty. That's also the kind of person I have the most difficulty dealing with: they look for ways to be disappointed because it reinforces their view of the world." 


Style Nine's coping strategy also was revealed in Joe's early, vague focus about his career: "Growing up, I was not an overachiever, and I wasn't very mature going into college. I always knew I was smart, and I knew eventually I'd get my act together, but I didn't have a plan. It kind of fell together. Each year it's more focused. I just wish it had happened a long time ago!"

His distractibility had been somewhat of a problem for Joe in meetings: "Being in a room for two or three hours really stresses my abilities because it's hard to stay focused." He was aware how difficult it was for others to follow his epic tales, but this also had an upside: "Though Joe's lack of focus may sometimes hide it, he is incredibly bright." "Joe's not very structured in his thinking, but he's a free-wheeling idea generator who doesn't have restrictions or boundaries." According to Pete, "Joe has a very long-winded communication style; for example, his voice mail messages are all over the place. He has good ideas, but they're not polished or worked through enough and, if I stop to ask questions, he says I don't appreciate his ideas." 


Joe agreed with Pete. "I need to formulate my thoughts before speaking. I'm seen more as a mad scientist and would like to be seen as a critical thinker. I'd like some help on how to be more controlled, analytical, thoughtful, to be able to sit in a meeting, process information, and speak only to really important issues, with few words. I believe I have a responsibility to stay focused, to make sure the group attains its goals."


He was highly valued by the other team members as "an entrepreneur with good ideas and perceptions, someone with a long-term perspective, extremely well-informed about business and industry issues, an idealist with passionate feelings about making an impact on the world in areas he valued." Joe was seen as open-minded, someone who tried to understand various points of view, but he could also be positioned. "If it's a new idea where nothing already exists, he'll explore things," said Sally, "but if he's thought it through himself he tries to defend his position, sometimes stubbornly."


Joe's loving nature was quite apparent to his team mates, who described him as "fun socially, warm, sincere, charming, and affectionate, more of a feeling person than an analyst." Matt was at ease with these qualities, but Sally said, "We're very different. Joe's a touchy person. Maybe I have too many walls around me, but it makes me nervous." And Pete saw Joe as "someone who needs positive feedback more than most; you can tell when you've said something that's tripped one of his switches, because he gives very strong nonverbal clues that he's shut off." Matt said, "I don't buy Pete's view that Joe needs more feedback than most. He just needs balance instead of only negative feedback."


Finally, others described Joe as having a kind of innocence about his own behavior. "He seems caring," said Sally, "yet sometimes I can't believe how oblivious he is to what's going on around him." Pete had noticed in meetings, "It will be clear to me and others that someone's not listening, and Joe won't see it. For him to hear something you have to come at him pretty directly; otherwise he kind of goes to sleep."


Among other development actions, Joe learned through meditation techniques to focus for prescribed periods of time, and he became much better able to handle long meetings and to present his thoughts more succinctly. In fact, he sailed through an executive MBA program.


Monday, June 6, 2016

A Package of Contradictions

More information about Matt, Executive VP in a team of four in "Developing a Work Team with the Enneagram."

"My father was dominant, short-tempered, and controlling," said Matt (style Six) during our first meeting. "My mother was caring, traditional, focused on her kids, her husband, her home. She was also fearful: always afraid of an accident, of something bad happening, always talking about who was sick, who was dying. They were both strict and -- although I was a really good kid -- they wouldn't trust me to take care of myself. Even today, my mother asks unbelievable questions about my health."

Matt had impressive presence. He was often one step ahead of me as we talked about the Enneagram and its application to his interactions with the other three people on the executive team. In response to my example of a style Six client from another organization who'd been described as "wearing his emotions on his sleeve," Matt said, "I think I'm too open. I've heard our CEO Pete (style Five) describing other people by how things go straight from their gut to their mouths, and I think that's how he sees me."

Aware that he'd been looking to others for affirmation, Matt was learning to give himself credit. With reflection, however, he saw how key dynamics of style Six had been playing out with his team mates. He felt close to Joe (style Nine), but sometimes resented Pete for being "stingy" with praise, and found it difficult to accept any suggestions from Sally (style Three) without thinking she was meddling. 

"I'd like to be more centered, more at peace with myself," he said, "so my reaction doesn't become a function of what somebody else says every twenty minutes!"

Matt's team mates described him as a very bright, capable executive, an intense individual with "a lot of emotions pumping." They said he brought a tremendous amount of energy and excitement to the group and put in immeasurable hours to reach his goals. He was also applauded for excellent management skills: "He appreciates what it takes to motivate people, understands the little things that make a difference, and treats his people with respect." Another key contribution to the team was Matt's attention to team work across company lines. "He has an appreciation for the various roles that need to be played in the company," said Joe, "so he promotes cross-functional discussions, copies others on voice mail, and reminds his direct reports to include others."

The other three all agreed, however -- as Joe so eloquently put it -- that Matt was "a package of contradictions." He had a good sense of his inner strengths and capabilities and portrayed an aura of professionalism, but he worried overmuch about what people thought of him. "He has this element of caution about 'danger out there,'" Joe said, "yet he also projects a note of reckless abandon" (Matt referred to this as his kamikaze quality). His team mates saw this paradox in Matt as affecting his decision-making: "He can decide on an impulsive, intuitive basis," said Joe, "yet will sometimes say 'We can't do this because...'"Sally assumed Matt "wants to do well and be right, yet has serious doubts, so sometimes he'll take too long to decide, and sometimes he'll back down too readily, especially when challenged by Pete." And, as Matt suspected, Pete said, "Matt needs the most work on not blurting things out."

As a consequence of our personal work, Matt learned to reach inside when he started to react strongly to someone else's opinion and "let it go." In fact, he passed on to me an article by Carl Hammerschlag about ordinary people who journey past fear and illusion:
The primary task in the pursuit of salvation and healthy living is to choose to respond to the summons of life's journey. The truth is that you don't have to take somebody else's path or identify with an established heroic figure. You are the principal character in your own life's drama.

Sunday, June 5, 2016

Intellectual Aikido

More information about Pete, CEO in executive team of four in "Developing a Work Team with the Enneagram."

"I grew up with a mother who's very critical," said Pete (style Five), "but we've had a pretty good relationship, Others have told me I'm her favorite, although I've never perceived it that way. My father was a very driven individual who became the first professional in an immigrant family, and he wanted me to follow in his footsteps. We did things together, but he could become explosively angry and was not likely to give any praise. He had a clear agenda for me, and it wasn't until he died that I felt completely free." 

Possessed of an outstanding mind, Pete's retreat into intellect was apparent: "I found college to be an intellectual lark," he reported. During his professional training, he and one of his mentors created a new discipline that became an accredited course of study and, by the time of our work together, he was a nationally acknowledged leader in his field. "One of my gifts and also my down side," he said, "is that I can be an intellectual dilettante and play with ideas for the sake of playing with them. I'm also very passionate when I value something, and I think I underestimate my ability to influence other people." Although he struggled with disdain for people "driven by their emotional needs," consistent feedback from others helped Pete recognize the value of more positive reinforcement. "I need to better motivate and connect with my executive team so they can work at a higher level and feel good about the organization and about me."

Comments from his three executive vice presidents about Pete conveyed their respect for his brilliance and innovative thinking. "He's a very complex person -- like a wonderful Caesar Salad -- and an unparalleled strategic thinker in his field." "He's one of the smartest people I've ever been around." "He's an extraordinary conceptual thinker, very shrewd." They all agreed Pete was a great generator of innovative ideas and loved to debate, "although he may not even believe in the point he's arguing. Because he has such a passionate state of mind, he couldn't really tell you at the moment whether he loves the idea or not!" 

They also agreed Pete had a hard time seeing issues from the other person's point of view. While a very free-flowing thinker, his persistence could make him seem positioned or even rigid, thus shutting others out. "If you present a compelling argument and speak with conviction, he'll listen," said Joe (style Nine), "but if you get into a debate with him you can't win; he'll rip you apart." Sally (style Three) described Pete as "completely the opposite of Matt (style Six) in that he'll take a totally dispassionate view." Also, Pete was known to change his views from one occasion to the next, neither explaining the change nor giving credit to the person who influenced his thinking. Sally thought this was an unconscious process: "The way he gathers feedback is to make a lot of statements and then process the reactions, not revealing whether or not he's been persuaded in some way; he then re-tools his thinking and comes back with an integrated view, not even aware of the transition himself."

In addition to some frustration with his debating tactics, the other three knew Pete expected them to take care of themselves. "He doesn't appear to think about us developmentally," said Joe. According to Matt, "He just doesn't see the value of positive feedback." Nor did paying attention to individual needs come naturally to Pete. Others were aware he saw emotional vulnerabilities as weaknesses. "If you meet him with humor and intelligence when he's all wound up, that's a form of intimacy for him, kind of an intellectual aikido. But he has great difficulty disclosing himself or giving praise directly."

As part of his development work, Pete asked me to create an assessment form to check his progress, based on input from team members and the board president. We collected this information twice a year for two years, as a basis for follow-up coaching.


 

Saturday, June 4, 2016

Star Trek

More information about Sally, Executive VP in a team of four in "Developing a Work Team with the Enneagram."

Sally (style Three), one of three executive vice presidents reporting to the CEO, Pete (style Five), had been reacting to emotional discomfort by withdrawing, without explaining herself. Pete was concerned about this: "If it's a business or technical issue, she'll confront, but when she's uncomfortable about something she draws back from it emotionally. During one intense team session she just sat back and worked on some papers."

Sally said, "Too many of our discussions focus on feelings and not enough on outcomes. When this happens I tell myself This is too emotional for me and back away. I grew up in a big, extended family that fights and screams. I've seen my father punish my sister, who would never conform to what he wanted, and I remember thinking I never want to get on his bad side. My Dad was always telling us what we should do, how we should look, but I was never afraid he'd turn on me because I could control that very easily by doing what he asked."

Her results-focus showed up in Sally's self-image as a team member: "Joe (style Nine) and Matt (style Six) will probably say I try to take responsibility for things that aren't my job. But when I think our employees or customers might be let down, I offer assistance. It's hard when I think I can make a situation better but they're either upset with me for 'interfering' or aren't willing to do what I suggest." 

Her team mates described Sally as bright and articulate, but they wished she wouldn't hold such a dichotomy between her personal self and work life. They saw her as somewhat closed to people.  Joe said, "She has a normal comfort zone for someone at her level." Matt agreed: "I'd like to get to know her better, but I feel off-guard with her" (this was in response to her intervening in his areas of responsibility). 

Sally was convinced she could make a difference and aggressively pursued goals she believed in. Consequently, her responsibilities had steadily grown since she joined the company. When asked about her working definition of teamwork, she said, "I think Star Trek: The Next Generation teaches wonderful lessons about honesty and how to treat people; they're a diverse group but when the chips are down they work together. The leader of the crew is very strong, but treats everyone with respect and gets done what needs to be done. I know I can be overbearing in taking the lead, but I do not want to be vulnerable to failure. It's just safer to be on my own."

A major priority for Sally's development was to access her feelings and learn how to consider the feelings of others. Shortly after our team session, she sent a memo to Matt outlining in specific and glowing terms his contribution to a major project. She acknowledged in private her goal to become more comfortable making such comments in person.