Action learning sets — phoebe tickell

As I research new ways to foster deep cultural shifts and transformation in organisations, I came across “Action Learning Sets” which I thought would be interesting to others to read about too.

History of action learning sets

Reg Revans developed action learning in the 1940s at the National Coal Board. He was a scientist, university professor and management consultant. He was also a very practical man, keen to develop new ways for managers to learn and develop together. Revans was aware that, although it is a valuable starting point, training alone did not always bring better results in the workplace.

Essentially he said that, in order to truly learn, we need to relate training to our own experience and question how to apply it to our own needs and challenges. Action Learning has developed in the last sixty years as a method for individual and organisational development. He was one of the first to encourage nurses, doctors and managers within the National Health Service to talk together, listen and understand one another.

How does it work?

There are many different ways to do an Action Learning Set. Here is one way: the Action Learning Set is made up of a group of between 5-7 people. These are usually peers or at a similar level of responsibility and experience. They can be from one organisation or from a range of organisations.

The group agrees to meet regularly over a fixed period- from as little as 6 weeks to as long as 18 months. They come together find practical ways of addressing the ‘real life’ challenges they face, and to support their own learning and development.

The set normally has a trained facilitator who guides the process, though it is possible to run without this support if participants are experienced and disciplined.

Essentially set members are encouraged to find their own solutions to challenges and issues through a structured process of insightful questioning combined with a balance of support and challenge from the group.

Set members normally agree some ground rules at the beginning of the process and review them throughout the period they’re working together. Over time, and as trust builds, the group learns together.

Assuming the set has a facilitator their job is to help shape the work of the group. They ensure that the ground-rules are followed and that the learning is clarified. They may intervene a lot at the start of the group and much less as the group grows in confidence and competence. A typical set meeting might last 2-3 hours.

An example of an Action Learning Set meeting

Here is how the organisation =mc2 structures their Action Learning Set meetings:

At the start of the meeting each member ‘checks in’- feeding back on progress or changes since the group’s last meeting. They may well be feeding back on commitments they made at the previous set meeting.
One or more members then seeks permission from the others to share/present- an issue they’re dealing with at work they’d like to explore. This should be a concrete project and not one with a simple solvable answer.
The set agrees an initial person to focus on and the issue to be addressed- this is sometimes called ‘claiming airspace.’ The presenter outlines the issue or challenge they’d like to consider. They may use statements like: ‘I’d like to explore’, I’m wondering whether’, ‘I’m not sure if’, or ‘I’m puzzled by.’
Set members ask questions designed to help the presenter analyse the concern they have, clarify what the challenge is and why they’re struggling to deal with it. The do this by asking open questions moderated by the facilitator.
These questions can take a number of forms: e’. g. clarification – ‘Are you saying that…?’, understanding – ‘Could you explain this issue a bit more…?’, checking implications – ‘You said before that.. so If that’s so then what would happen if…?’, to explore possibilities – ‘Have you thought of…?’ or ‘Would x,y,z … be useful’
It’s important that set members don’t offer advice, or opinions. They also need to avoid using the airspace for telling their own stories or discussing their issues. The focus must be on the on the presenter and on the issue they’re working to resolve.
At the end of a period – 15 minutes or so – the presenter reviews their thinking and selects one or more courses of action which they then commit to. In dong so they are committing to take action and to be held accountable for action at the next meeting. Then another group member presents.
The group might then typically reflect on the quality of the group process, and reflecting on what was successful and less successful and how they might improve for next time. The facilitator may take a leading role in this and offer the group feedback on their process.
Once back at work the presenter applies the insights they gained to their work issue. They will consciously choose to note what worked and not in order to report back to the group on effectiveness. And they bring that learning back to the next meeting.

And that’s it!

Pretty intuitive, but still thought it worth sharing here. Enjoy!