I have been looking for a business approach which breaks the mechanistic chains of the traditional organization, breathing life into the workplace. Holacracy is the answer.
The Limits of Company Values
Earlier in my entrepreneurial career I set out to build a values-driven company, where deep human values would shape the culture and help define the organization. I’m not talking about the corporate values statements you see posted on the walls of many large companies today. More often than not, those have little bearing on day-to-day operations – they’re more corporate marketing material than anything deeply authentic to the culture, and I find myself generally wary of any values statement that comes with graphic design. I wanted to build a company where the values didn’t need to be posted anywhere, because they were alive and real in the culture every day, and everyone was crystal clear on what they were and what they meant.
To get there, I spent many hours with the other founders of the company I was building at the time, uncovering and articulating the common values we held most sacred. As the company’s CEO I worked very hard to instill these into the organization and its culture. And whatever other pitfalls I fell prey to as a leader – and there were plenty – I think it’s fair to say I did this part quite well. Everyone in that company could name the four core values, describe what they meant, and share examples of how we lived them. We consciously drove our decisions by these values, and did our best to build the culture around them – and doing so led to a more meaningful workplace and a more tight-knit community of authentic, like-principled individuals. I believe it helped the organization thrive for many years.
So when I stress the downsides of defining and articulating values for the organization, it is coming from a place of great appreciation for the power of doing so – in fact it was through the success of that approach that I began to discover its dark side. Linking back to my first blog post, I see the human-values-driven company as a beautiful expression of the stakeholder model in action. Yet therein also lies its limits: It is still viewing the organization as just a collective construct, a container for us humans, to be driven and limited by our values and desires. This is an anthropocentric perspective on organization, a fusion of the organizational entity with the group of humans within. The transpersonal view suggests our organizations have the potential to become differentiated and liberated entities, free to operate as agents of evolution beyond the limits of any single set of human values.
To illustrate what I mean by the limits of human values, let me share a challenge I faced in my values-driven company: Every value we had articulated came with an “anti-value” of something else – a bias towards one side of a pole, and a push-against the other. Thus is the nature of values – for example, valuing “adaptability” means we’re de-valuing whatever we think of as its opposite. Yet while we often think of this opposite negatively (e.g. “rigidity”), the same energy we’re rejecting can come out with a useful expression as well (e.g. “stability”). And the energy behind the “adaptability” we value can also come out negatively, which is more likely when it’s overused, without the balance of the opposite we’ve dismissed – too much “adaptability” without a balancing focus on “stability” easily becomes wheel-spinning chaos. When we drive the organization with human values we are usually systemizing an imbalance of polarities, and harnessing just a subset of the energies an organization could otherwise integrate.
Picture instead an organization capable of dynamically harmonizing multiple competing energies for the sake of a broader evolutionary purpose – of collapsing to one side of a polarity when that serves this purpose best, and then leaping to embrace the opposite when a counterbalance is needed. This organization holds a space for all of these values and preferences to arise, recognizing and honoring all of them without institutionalizing a bias. Instead it privileges them on a case-by-case basis, based on what serves its evolutionary purpose best in that particular moment and context. It invites each of us to show up with our own values and preferences, even conflicting ones, and contribute the best of what we can offer to move the organization forward.
I think this polarity-harmonizing capacity is required for the “transpersonal” approach to organization I described in my prior blog post. Where the shareholder approach is largely unconscious of human values at play, and the stakeholder model privileges certain values from within the human perspective (often well-evolved values), I believe the transpersonal approach stems from a ground beyond the human experience and our focus on values – it allows all of that to be, without getting stuck in any of it. It recognizes that a dynamic play of preferences and polarities can be harnessed and integrated in service of evolution; not because the organization values evolution, but simply because it’s an agent of evolution.
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Comments
While I agree that many organizations get caught up in the "superficiality" of values, or find themselves caught in the trap of values conflicts, I disagree that values don't have an important place in the evolution of an organization.
First, there is a big difference between "core" values and operational values. The former is the heart and soul of the company for which it stands. Those don't change and never should change.
Operational values change as the organization grows and evolves to a higher level of capacities and consciousness. The values that serve an organization today are likely not to be the values that takes the company to its next growth level. From that perspective I agree that there needs to be a dynamic framework that allows for fluidness in values.
Your comment about values often get polarized. I agree in actuality that often can happen. To me that is not a shortcoming of values and their usefulness. It is a shortcoming of human perception and the internal paradigms driving behavior. If you change the paradigm, you change the tendency toward polarization.
Great post. In such a short piece I think it really compassionately captures the problem with our human-centered frameworks. I wonder if you might be able to add a real world story or two of where an institutional bias for one side of the polarity had significant negative impact?
Again, good stuff.
Evan
There is another evolution of this "beyond values" approach which has been evolving since the mid eighties: dilemma resolution. The simple (and generally true) assumption is exactly what Brain describes: a dance around the chaotic energy of the whirlpool at the same time wishing to steer toward the stability of the rock. You do not want to disappear down the whirlpool, nor hits the rocks and be stranded there.
After cutting its teeth in Shell, my mentor Charles Hampden-Turner and other colleagues in Idon and Genesys developed this into a dilemma-resolution method, which worked like a charm to unpick the complex choices and culttural conflicts within and between major organisations. Values can be shallow, but culture (the deeper, unconscious habits of a lifetime) is much more profound and also hard to shift. Cultures always require us to frame a choice as either/or, as Brain points out- and then we begin the charade of "espoused values" as an act of bonding and mutual support rather than as a bold, transformative series of graceful evolutionary leaps.
If this resonates with you, I'll tell you a little bit more about exactly how this is done!
Please explain how the opposites to the values of 'Honor' 'Love' 'Integrity' are useful...
It is precisely that "shadow" aspect of both the individual and the organization that have to be recognized and integrated. So long as it remains unconscious, then we continuously, unwittingly reinforce and perpetuate the problem that we are seeking to solve/resolve without realizing that we are the ones "creating' it in the first place as a result of our own unconsciousness -- despite our best intentions.
So long as we persist in not recognizing and understanding our Selves and our Nature as Non-Dual Beings, we will stay stuck -- and sticking ourselves -- in a dualistic paradigm. That is both the problem and its solution and which includes the re-defining, re-orientation, re-organization and re-structuring that that entails.
I'm a part of a Quaker community. One way that I appreciate this post is that it gives me more language to describe the essential shift involved in the Quaker process of group decision making. In Quaker-speak, we are setting aside our own preferences and egos to listen for and follow God's guidance for the group. This shift takes a lot of discipline and practice, both the letting go of our own preferences, and listening together as the right way forward emerges.
I do consulting with organizations, and appreciate values-driven ways of operating, but that doesn't necessarily get at the internal shift this internal shift that is most important to me.
Serving the "broader evolutionary purpose" and being "agents of evolution" have parallels, to me, to surrendering to God's will and being vehicles of the Spirit.
I know that the God language carries all kinds of baggage. For many of us, it also offers a powerful bridge into the transpersonal.
Brian, I have just read your post about this transpersonal approach. I thank you a lot, you put words on my intuition. I think this is a major diffrence with sociocracy, which is a value-driven (stakeholder approach) approach based on equivalence, transparency, efficency and unity. The sociocratic communauty alays speak about "WE" (see the book wtritten by John Buck "We the people") and also Gilles Charest who always speaks of - from "JE" to "NOUS" (from "I" to "WE"). Regards, Bernard Marie
I have an expression that I use to expand tolerances and creativity. Simply “there’s a wrench in every tool kit”. The best part of having one [wrench] is that one day it comes in handy. I agree if our construct for values is that one is good and another is bad we judge the view of an important perspective that can one day prove useful



I think you are really onto something here. I could never not quite put my finger on why it was that I always felt uncomfortable with the process of determing organizational values as part of a vision/mission process. I have seen how those values statements posted on the wall can end up being like a big stick that gets swung around as a way of keeping order but has little to do with helping the organization to evolve forward. They become static, and while they are always presented as something that can be looked at again in the future, woe be to the person who suggests that perhaps, just perhaps, a corporate value needs updating. I like the more organic feel of what you are suggesting. It rests on something that might be more like shared agreements than values. We can agree, for instance, to listen to one another, which is not the same thing as saying we have "openess" as a corporate value. Good thoughts. Looking forward to seeing where you are going with this. Thanks for posting.