Collaborative Change Engagement in
Collaborative Change Engagement in
It is the means
to the end of deeply collaborative organizations, where high-engagement practices are the norm and
where the transformations of our organizations that seem ever evasive might be achievable.”
I can honestly say that in all of my challenge if you are, we’ll figure it out,
years, I have never witnessed an OK?” And so, with our faith in the pro-
approach/methodology as power- cess of figuring it out being our assur-
ful and impactful as the Conference ance, we embarked on a journey to
Model®. In such an effective way,
facilitating collaborative change in pan-
it enabled BCLC to demonstrate a
demic conditions.
commitment to both its employees
and to a holistic strategy to bring all This article chronicles the journey to
divisions together in a transparent initiating whole system transformation
and genuine way. Further, it allowed in a Canadian public sector organization,
everyone to feel like equal and valued the British Columbia Lottery Corporation
participants… working together to (BCLC), in the midst of the COVID‑19
mold the future of BCLC: global pandemic. BCLC’s mandate is to
—Director Corporate
conduct and manage gambling entertain-
Services & Facilities
ment in a socially responsible manner to
generate revenue for the Province of Brit-
This is how the journey began. ish Columbia which supports healthcare,
“What do you think?” Yabome asked, education and community programs.
sounding more confident than the anxiety Prior to the COVID-19 pandemic, the
rolling around her gut was signalling. organization delivered $1.3 Billion in net
Richard looked into the computer cam- income to the province of British Colum-
era, his smile giving way to a low chuckle. bia. On March 16, 2020, the corporation
“I think doing what you want to do temporarily closed all Casinos and Bingo
sounds impossible. But I’m up for the halls and like much of the world, sent
Collaborative Change Engagement in a Pandemic Era & Toward Disruptive Organization Development Practice 9
80% of its workforce to work from home
(BCLC, 2020).
However, the organization had also
launched a new corporate strategic plan in
January 2020, so after the initial impact of
transitioning to work from home, a deci-
sion was made to do all that was possible to
maintain momentum and keep employees
engaged in advancing the corporate strat-
egy. The new strategy was meant to create
transformational change in the organiza-
tion. By this, we mean, transformation not
in its colloquial usage, but in the true sense
of a fundamental shift in the way people
think and work and the overall identity of
the organization (Gilpin-Jackson, 2015).
The new strategy anticipated business
model changes that would require a shift to
collaborative leadership (called a OneBCLC
approach). Achieving it would require busi- Figure 1: The Conference Model
ness process redesigns, an organization
restructure and a shift to a player-centric framework and redesigned the content 5. The end goal and solutions are
and purpose-driven organization, all while and structure to fit BCLC’s needs and a unknown.
80% of the workforce worked from home. virtual environment. In this case the typical 6. Processes and progress are emergent.
As a result, the authors supported the orga- 2–3 day workshops were modified to one 7. Many people are involved.
nization in a relaunch of the purpose and day conferences. 8. Everything seems chaotic.
vision for the corporate strategy and engage
the entire organization and its ecosystem, Why a High-Engagement Approach Richard along with his wife Emily have
in defining the changes required. We did to Change established through their scholarship and
this, over a six-month period, virtually, dur- Contemporary Organization Development practice that in these more complex change
ing which we introduced the Conference (OD) literature and practice, in particular situations, engagement is change man-
Model® methodology (Figure 1) to the orga- Dialogic OD, has solidified that the prob- agement. They have shown that bringing
nization as a high-engagement approach to lems we face in our increased context of people together in a structured collabora-
collaborative change. complexity are adaptive challenges, requir- tive change approach grounded in high-
ing collaborative change to address (Bushe engagement is essential to success (Axelrod
What is the Conference Model? & Marshak, 2015). This is because adaptive & Axelrod 2006, Axelrod et al., 2010;
The Conference Model® involves the challenges, by definition, have no known Axelrod, 2011). A review of case studies has
“whole system” in transforming the orga- solutions and require multiple perspec- demonstrated that the widely cited statistic
nization in a series of 2–3 day workshop tives to make sense of. No one leader or that 75% of change efforts fail only applies
type gatherings. In the Vision Conference group in an organization can solve adaptive to situations that required collaborative
participants determine their ideal future, challenges in a world that requires under- change, led by stakeholders, but instead
in the Technical Conference participants standing of multiple existing and emerg- were addressed with traditional top-down
identify the organization’s disconnects and ing perspectives to address. As Yabome has change methods (Nagaishi & Bushe, 2018).
fundamental beliefs and behaviors, and articulated, we are in an era of Grey Zone In addition, in surfacing the needs for
in the Design Conference participants use Changes, dealing with complexity at the the change, we established that support-
the data from the previous conferences to edge of chaos, where the emerging future ing the transformation was not only about
determine their blueprint for the future. is undefined and unknowable (Gilpin- delivering a change. In the process, our
Recognizing that not everyone in the orga- Jackson, 2020). In this context: intentions included:
nization can attend a conference, walk- 1. Transformation is required in the way 1. Exposing leaders to the collaborative
thru presentations (walkthroughs) are people work, think and behave. and engagement mindsets required to
sessions designed to share the outcomes 2. There are plenty of questions. deliver on the OneBCLC strategy,
of each conference with people who could 3. There are no clear answers. 2. Building the capacity within the organi-
not attend the conference and gather their 4. There are new things to consider zation for sustained collaboration into
input. At BCLC, we began with this basic regularly. the future
Collaborative Change Engagement in a Pandemic Era & Toward Disruptive Organization Development Practice 11
communicating with the organization, internal subject matter experts (strategy The Integration Conference (a combi-
facilitation and overall guidance of the design team) who were tasked with using nation of the Conference Model®’s Design
Conference Model® design work. collaborative change methodologies such and Technical Conferences) was meant to
6. Internal Subject Matter Experts—these as design thinking to determine what explore future themes and take any dis
were leaders and staff members who would be needed to shift the organization connects and beliefs and behaviors that
were asked to lead segments within to the player-centric approach that the new would support or impede progress to com-
the Conferences. corporate strategy aspired to. The intent bine them into design criteria for the new
7. External stakeholders—members of was that output from this team would also organization and its processes. It was about
the BCLC ecosystems, primarily play- be brought into the conferences for the bringing together integration points that
ers and partners who were engaged whole organization to discuss, provide had not yet been discussed. Service Pro-
to share their perspectives during input and continue to shape the direction viders who operated casinos and Retailers
the Conferences. of the organization. who sold lottery tickets were interviewed.
Our technology roadmap was shared, and
In total, we engaged approximately 10% Design Considerations employees were able to discuss implica-
of the organization just in the planning There were several design considerations tions for the future. Finally, a virtual open
and design processes through the work and challenges to work through. Would we space forum allowed employees to surface
of these groups. be able to engage the whole system virtu- themes and self-organize to discuss: What
ally? Would basic zoom technology accom- unquestioned beliefs and behaviours about
Training modate 1000+ people? How would we our everyday activities get in the way of us
To prepare the organization for the jour- translate collected data to make it visible being successful?
ney, Richard worked with the first five and engaging with that many people? In our final planning with the Design
groups, describing what each of their roles In the end we decided to offer each teams, these were some of the simple prin-
will require and the principles and prac- one day conference three times—a Vision ciples and takeaways we discussed for
tices of the Conference Model®. The core Conference, a Design Conference, and an translating collaborative change methodol-
teams, expanded core teams, change leads Integration Conference. Employees would ogies, designed for in-person engagement,
and design and production teams (called have the choice of registering for any of the into virtual delivery.
collectively the Design teams) spent 3 days 3 days for each Conference. 1. People are hungry for connection, build
together. They experienced and practiced The Vision Conference was modeled in plenty of opportunities for people to
the Conference Model® and learned how to after the purpose of engaging participants connect.
structure everyday engagement into meet- to develop themes of what they want for the 2. Virtual workshops take longer than in
ings using the meeting canoe as a way to future. For BCLC, this meant reengaging person workshops and require more
begin practicing (Axelrod & Axelord, 2014). the organization in the corporate strategy, detailed planning.
The neuroscience of engagement was taking employees through the journey of 3. No matter how explicit you make the
reviewed so that participants learned not the past and into the present and imagin- instructions for an activity, people
just methodologies, but also the principles ing the future together, including the social still get confused, so do not sweat the
behind them to ensure they could apply purpose journey the organization was small stuff.
them more broadly. embarking on. 4. Technology, if it can go wrong, it will go
The team got to work exploring and The Design Conference allowed par- wrong, so keep it simple.
applying the ideas and Richard worked ticipants to identify the disconnects in the 5. Planning, Preparation, and Practice
with the core team to design an early current organization and the beliefs and are critical to success—there were
draft of the first conference as well as behaviors that support organizational suc- many moving parts and team members
planning for additional training for the cess. BCLC players were interviewed, les- to coordinate virtually. Using break-
larger team. The plan was to take them sons were distilled from our customer outs rooms for the production and
through an experience of the design draft support centre and employees who worked theme teams and alternate chat groups
and work together to co-create and final- at casino sites to facilitate the signature was essential to stay connected and
ize it. This led to further refinements and BCLC player health program, shared share information emerging from var-
careful delineation of all the details that insights from the field. Our player perso- ious breakout rooms among the
needed to be attended to before day 1 of the nas and needs were shared based on the Design teams.
first conference. work of the strategy design team and all 6. Focus on the engagement and con-
were given an opportunity to contribute nection principles and not the
Engaging Leaders to empathy maps and contemplate what technicalities.
While the conference work was being would be needed to create a player expe- 7. Workshop segments should not
designed another community for action rience that exceeded expectations into last longer than 90 minutes prior
was struck. The group was made up of the future. to a break.
Collaborative Change Engagement in a Pandemic Era & Toward Disruptive Organization Development Practice 13
and an indicator that the organization was of the Four Rooms of Change model (The leaving the organization and employees
ready to be involved in the changes under- four rooms of change, n.d.; Weisbord, 2012). being in a state of limbo, awaiting news of
way. However, how else would we deter- Our four rooms were labelled: Reinvigo- next steps.
mine whether we were making progress in rated, Comfort, Uncertain and Opposi- We also saw the organizational impact
our interventions? tion. This model was meant to give us a of the high-engagement change approach
A primary purpose of the Conference pulse on how people were transitioning through the enterprise’s strategic risk
Model® series was to model an engage- through change as well as a proxy for adop- register. The organization’s risk regis-
ment-centered approach to organiza- tion of innovation which the psychology of ter is rigorously tracked and updated and
tion change and to track that through the the Four Rooms model is also grounded had shown high risks in the year prior to
change experience and adoption of change in. Our goal was that no more than 10% the start of the Conference Model® inter
in the organization. As per the quote above, of the organization would be in opposi- ventions in: organizational culture, organi-
zational alignment, employee engagement
The organization’s risk register is rigorously tracked and and morale, and change management. In
the quarter following the high-engagement
updated and had shown high risks in the year prior to the start work, all four risks dropped between three
of the Conference Model® interventions in: organizational and seven points on the risk register, shift-
ing them from high to low risks. The inter-
culture, organizational alignment, employee engagement and nal risk team attributes these changes to
morale, and change management. In the quarter following the the collaborative change approach we took,
calling it a case study in addressing and
high-engagement work, all four risks dropped between three transforming risks.
and seven points on the risk register, shifting them from high to A side benefit was the positive impact
on the image of the People and Culture
low risks. The internal risk team attributes these changes to the function which within the same time frame
collaborative change approach we took, calling it a case study had rebranded from Human Resources,
in part to integrate OD expertise and build
in addressing and transforming risks. the change capacity of the organization. As
noted in the quote below:
this was essential given the context and tion and to aim for no more than 20% Conferencing represented the first
history of the organization. A concern in the uncertain room at any time. Over- tangible example of how Human Re-
with evaluating organization development all, we wanted 70% in the reinvigorated sources (HR) was shifting its presence
efforts is that evaluation efforts tend to and comfort rooms to keep creating the to People and Culture (P&C) and how
stop at reaction and that “after the dance” generativity required. the organization intends to engage its
of collaborative change events, the endur- At our original survey, we had over employees in organizational change.
ing impacts of the desired organizational 50% of employees in the room of uncer- Conferencing provided a tangible ex-
changes are not assessed and may not be tainty although only 1% were in opposi- ample of the high level of engagement
realized (Eoyang & Quade, 2006). Often, tion. After the first conference, we repolled that employees should expect moving
forward. It also signaled an increase in
only reaction metrics are used and the and the number of people in the room of
valuing the voice of employees.
enduring organization impacts and busi- uncertainty reduced by half. We had also
—Director, Corporate Strategy
ness results or return on investments are increased those in the comfort and reinvig-
not tracked. However, it is clear that in orated rooms by another 25%. That meant
contexts of complexity and emergence, that by the end of September we had 75% Additional samples of perspectives on
where something new is being designed, of the organization moving through the the impact of the change on organization
developmental evaluation is more reli- transition into the reinvigorated and com- leaders and business areas is noted in the
able and enduring (Patton, 2011). This fort rooms and opposition stayed at 1%. table below, in addition to those shared
means evaluating and collecting metrics This met our overall goals for the change throughout the article. A careful read of
and assessing holistically what the next experience and movement we wanted. A these quotes shows that this work is having
wise actions are that are required to keep subsequent poll following the last confer- impacts at all levels of the organization—
advancing towards the purpose of the inter- ence in December showed some loss of individual, team and the cultural fabric of
vention in this case. the gains made especially in the Uncer- the organization, which is the criteria for
At the start of the organization rede- tain room. However, this was attributable large-scale OD interventions to achieve
sign, we committed to track employee to factors such as the Interim CEO who transformational change impact (Gilpin-
change experience based on an adaptation had championed the process till that time Jackson, 2017).
Collaborative Change Engagement in a Pandemic Era & Toward Disruptive Organization Development Practice 15
worked in the same environments, are the norm and where the transforma- simultaneously (Bushe, 2017). This is a
the majority did not know each other tions of our organizations that seem ever concept we describe in the human systems
or very much information about each
evasive might be achievable. Embracing dynamics community as the simple rule
other’s roles. What impacted me the
most, was the consistency of their
this form of human engagement and orga- of attending to the levels of systems at the
answers across all the panel members nizing is required for all of us to survive whole, the part and the greater whole. Too
and the honesty and passion with and thrive in the face of the challenges and often, as OD practitioners, we narrow our
which they spoke. It would have been disruptions of our 21st century. Indeed, it scope to using our OD skills and practice
easy to just move on from that session was this looking past the challenges of the at one level of an organization or become
but what they said really moved me COVID-19 pandemic era to answer the fol- single methodology practitioners or focus
to try and action their inputs and lowing question that led us to step into our work in one domain of practice only
concerns. As a leader of one of these the unknown of this work, at this time (the part). This reductionist mindset is fed
teams, I thought I was doing a good in history: by the businesses and organizations we
job but realized I could do much What are the principles behind what support, who want quick, simple, time-
better. Facilitating the panel led me
we are trying to achieve and how can bound solutions, that are often imple-
to pull together resources to try and
implement some changes in three key
we achieve them despite pandemic mented independent of other areas of work
areas including increasing access to conditions? when connection is required for collective
real time information, ensuring input
and resolving their feelings of isolation. Too often, as OD practitioners, we narrow our scope to using our
Without the conferences to connect
these business units, we would not OD skills and practice at one level of an organization or become
have gotten the insights and the ability
to enable these improvements from
single methodology practitioners or focus our work in one
these critical groups. domain of practice only (the part). This reductionist mindset is
—Provincial Sales Manager,
Operations fed by the businesses and organizations we support, who want
quick, simple, time-bound solutions, that are often implemented
Now What: Beyond the Case into the independent of other areas of work when connection is required
Future of Disruptive OD Practice
for collective and developmental impact. This attempt to tame
We have described our experience cau- complexity and grey zone change is futile and an unrealistic
tiously in this article. Our intent is not to
chronicle a playbook to be seen as best attempt to reduce change anxiety.
practice to apply elsewhere, but to have
provided a thick enough description of We believe, like Heather Berthoud notes and developmental impact. This attempt to
our process and the impacts (Ponterotto, in her article in this issue, that we, OD tame complexity and grey zone change is
2006). The intent of this thick description scholars and practitioners need not worry futile and an unrealistic attempt to reduce
is so that the essence of the principles and that our work and presence will translate change anxiety.
practices of high-engagement are made through the virtual adaptations we have all Yabome has offered in an earlier
visible. That essence cannot be codified been testing out. When we focus on the issue that it is time to return to the full
because once it is, it is no longer useful in principles behind the practice, the gen- scope of our practice as a field (Gilpin-
addressing the complexities of our times erativity that happens when humans truly Jackson, 2018). We offer that we are think-
or the ability to adapt to that which is con- connect will emerge. This, we can predict ing of this as a return to our field’s core
stantly emerging. Many other articles in with certainty, from all the evidence of our tenets of organization-wide development,
this journal, elsewhere, and books in our research and practice. as well as an expansion that is possible by
field chronicle the how-to of collaborative Therefore, we believe this work points integrating the generations of evidence-
change methodologies. to the need for integration of our OD informed methodologies and practices we
Our deeper purpose in writing this practices required to affect deeper trans- have learned no matter where we find our-
article is to uncover our thinking at the formations in organizations. We agree selves. In this way, whatever domain we
level of principles of collaborative change that to return to the core of our field and are working in or feel boxed into in our
engagement. Our joint experience has become effective at developing collab- organizations will not matter, because we
shown us that creating events and con- orative organizations, we must do work will practice in a way that creates ripples
ferences is not an end. It is the means to that impacts people in the organizations at all levels. So what can OD bring? We
the end of deeply collaborative organiza- and places we serve at the individual, the believe it is time for a Disruptive Organiza-
tions, where high-engagement practices techno-structural, and the cultural levels tion Development Practice. As a client of
Collaborative Change Engagement in a Pandemic Era & Toward Disruptive Organization Development Practice 17
Yabome Gilpin-Jackson has used the Conference Model® and various col-
laborative change methodologies for over 15 years in various organizational
settings to engage in whole systems transformation journeys. She is a multi-
Cady, S. H. (2019). Collaborative change:
Generative approaches that transform award winning scholar-practitioner in human & organization development with
organizations, revitalize communities, research awards and professional recognitions in Canada, UK and the United
and develop human potential. Organi- States including being the very first recipient of the Organization Develop-
zation Development Review, 51(2). ment Network’s Emerging Practitioner Award. She has published books,
Eoyang, G., & Quade, K. (2006). After the chapters and peer-reviewed articles in the field, including articles and chap-
dance. In B. Alban & B. Bunker (Eds.),
ters on Dialogic OD and the Grey Zone of Change. She is currently the Chief
Handbook of large-group methods: creat-
ing systemic change in organizations and People Officer at BCLC, a consultant and educator in Leadership, Organization
communities (pp. 354–372). Jossey Bass. Development and Transformative Learning in academia and across the private,
Gilpin-Jackson, Y. (2013). Practicing in the public and nonprofit sectors. Yabome holds a Ph.D. in Human and Organiza-
grey area between dialogic and diagnos- tion Systems from Fielding Graduate University where she is an Institute for
tic organization development. Organi- Social Innovation Scholar. She is the 2021 Board Chair of the Organization
zation Development Practitioner, 45(1),
Development Network. She can be reached at yabome@sldconsulting.org.
60–66.
Gilpin-Jackson, Y. (2015). Transformative Richard Axelrod is the co-author of the Conference Model®, which he
Learning during dialogic OD. In G. R.
describes as Organization Development (OD) and Change methodology for
Bushe & R. J. Marshak (Eds.), Dialogic
organization development: The theory and involving the whole system to change the whole system. He is among the
practice of transformational change (pp. world’s top OD practitioners, specializing in whole-system change. The Con-
245–268). Berrett-Koehler Publishers. ference Model® that he and his partner Emily developed is used worldwide to
Gilpin-Jackson, Y. (2017). Participant expe- engage organizations in system-wide change. A consultant, author, keynoter,
riences of transformational change and lecturer (Columbia, University of Chicago, AU MSOD), Mr. Axelrod’s writ-
in large-scale organization develop-
ing on organization change has appeared in the Harvard Business Update,
ment interventions (LODIs). Leadership
& Organization Development Journal, Leader to Leader, and the Conference Board Review. He has recently pub-
38, 419–432. https://doi.org/10.1108/ lished Let’s Stop Meeting Like This: Tools to Save Time and Get More Done.
LODJ-12-2015-0284 His consulting clients range from Boeing, British Airways, Harley-Davidson,
Gilpin-Jackson, Y. (2018). It’s time to make General Electric, Hewlett-Packard and the UK’s National Health Service. Mr.
Organization Development our client. Axelrod is the recipient of the Organization Development Network’s Lifetime
Organization Development Practitioner,
Achievement Award, and is an award-winner for teaching excellence from the
50, 7–15.
Gilpin-Jackson, Y. (2020). Living, leading University of Chicago. He can be reached at Dick@Axelrodgroup.com.
and facilitating in Grey Zone Change.
Creative Commons/SLD Consulting.
Kim, C. W., & Mauborgne, R. (2003). Fair Patton, M., Q. (2011). Developmental evalu- The four rooms of change. (n.d.). http://www.
process: Managing the knowledge econ- ation: Applying complexity concepts to fourroomsofchange.net.au/
omy. Harvard Business Review. enhance innovation and use. Guilford Weisbord, M. R. (2012). Productive work-
Nagaishi, M., & Bushe, G. (2018). Imagin- Press. places: Dignity, meaning, and community
ing the future through the past: Orga- Ponterotto, J. G. (2006). Brief note on the in the 21st century. Jossey-Bass.
nization Development isn’t (just) about origins, evolution, and meaning of the
change. Organization Development Jour- qualitative research concept “Thick
nal, 36, 23–36. Description”. The Qualitative Report,
11(3), 538–549.