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REFRAMING TECHNOLOGY
NARRATIVES AND ROUTINES
      TO ENERGIZE
 ORGANIZATIONAL CHANGE

           Gigi L. Johnson, Ed.D.




This research was supported in part by a
    Fielding Research Grant Award

              Maremel Institute
             gigi@maremel.com
                 @maremel
                @gigijohnson
Page 2



Abstract:
Educational Technology as dialogic OD in Action Research
Computer-enhanced educational technology penetration has reached
high levels in many U.S. public school districts, while educational use of
computers in classrooms for student learning has stayed relatively low.
Many researchers have blamed teacher beliefs and implementation
problems.

This action research study approached the gap from a different
direction: how do decision makers consider technology alternatives for
classrooms before decisions are even made? This qualitative study
explored how educational organizations can use their own narratives to
better understand their decisions, as well as to create capacity for
stronger technology-enriched learning in the classroom. Through five
intervention workshops in January 2011 across a K-12 school district, I
worked with 16 stakeholders to examine, understand, and engage
narratives that I had gathered in a 2010 district pilot study.
Page 3



Abstract (Continued):
Routines and Frictions Matched Values in Organization
• On the positive side, the intervention spurred intent for personal change
 processes from some of the individuals. It also identified narratives that
 restrained change. Those restraining narratives linked with district values
 that reinforced technology as (a) time consuming, (b) expensive, and (c)
 not part of the core teaching mission. Most other alternatives were
 missing from consideration, as were considerations and stories of
 students as technology users. Organizational leaders did not see that
 they had any responsibilities to encourage new routines, alternatives, and
 narratives about a positive-focused future using technology.
• From these insights, I posed a model of how narrative drivers affect
 alternatives and routines around technology and other organizational
 decisions. This approach resulted in a new model, combining theories at
 the intersection of organizational routines and decision making, narrative
 research, and technology frames, and organizational cognition. I provided
 further suggestions for actions at the intervention site, as well as further
 research directions at this intersection of organizational narratives,
 decision-making, and social actions involving technology and education.
Page 4


           Problem:                          Research
        Bridging a Gap                       Question
• Centralized educational technology
  systems have penetrated more than      How can
  80% of U.S. School districts (CDW-     educational
  G, 2006; Ertmer & Ottenbreit-          organizations
  Leftwich, 2010)
• In-class educational technology is
                                         use their own
  available to 1/4 to 2/3 of students    narratives to
  (CDW-G, 2010; Gray, Thomas, &          better understand
  Lewis, 2010)
• Researchers have focused on
                                         their decisions and
  causes of the gap in teaching          to create capacity
  implementation, including teacher      for stronger
  beliefs (e.g., Ertmer, 2005) and
  adoption design flaws (e.g., Bates &
                                         technology-
  Poole, 2003)                           enriched learning
                                         in the classroom?
Page 5



Expanding the Research Question with Subquestions:
Building Understanding + Capacity

Building Understanding:
 • What are the drivers for educational organizations to make technology
   choices?
 • How do their decision-making routines limit alternatives around technology
   choices?
 • What are the factors in technology use, beliefs, and assumptions that differ
   from or are subsets of other types of decisions, and how do they interplay
   with these routines?
Building Capacity for Change:
 • How can organizational narratives be used for its members to gain insights
   into their values and routines?
 • How can those narratives be used to affect technology frames and improve
   organizational learning about how to achieve different, desired technology
   results?
Page 6



Structuration + Technology Frames:
Stories Building to Understood Structure

                                                         Structuration Impacts
                                                         •Legitimization:
                                                         Authority
                                                         •Signification: Naming
                                                         rules
                                                         •Domination: Money
                                Organizational
                                                         and Power
                                Structuration




Technology Frames: Orlikowski & Gash,1994
Structuration: Giddens, 1979; Barley, 1986; Orlikowski & Robey, 1991
Page 7



Exploring the Overlap Between Diverse Theory
Frameworks




                      Stories
                      driving
                   technology
                     routines
Page 8



    Research Design: An Action Research Cycle with
    Peterson Unified**              Action Research (e.g., Stringer, 2007)
                                                   Appreciative Inquiry
                                                                     (Cooperrider & Srivastva, 1987):
                                                             Choose, discover, dream, design, destiny
                                                              (Ludema, Cooperrider, & Barrett, 2001)

    Discussions

 Recommendations




                                                                               Narrative Analysis:
                                                                             engaging stories with the
                                                                                 group. Dialogic
                                                                                  organizational
   Post-Session                                                             development (OD) (Bushe
Intervention Survey                                                           & Marshak, 2009) and
                                                                             organizational discourse
Narrative analysis                                                           (Marshak & Grant, 2008)
                                                                              cultures of inquiry (vs.
                                                                                  diagnostic OD)



                                                         Scenario Thinking:
 **PUSD; A pseudonym               (Ertel et al., 2007; Scearce & Fulton, 2004; Schwartz, 2007):
                                 Orienting; exploring on critical uncertainties and pre-determined
    used throughout              environmental elements; and synthesizing views into scenarios.
Page 9



  Engaging Themes from 2010 Pilot:
  22 PUSD Individual Stakeholder Reflections

                                                                                  •    Missing stories
                                                                                  •    Repeated patterns of
• Time                                                                                 limited follow-through,
• Identity
                                                                                       measurement,
                                                                                       reflection, and
• Brand as cognitive
                                                                                       evaluation
  shortcut
• Change: non-ownership of                                                        •    Social recognition of
  routines                                                                             Technology Heroes and
• Salesperson as narrator                                                              pilots
  and provider of                                                                 •    Missing boundary
  alternatives                                                                         spanners and
                                                                                       information pathways


             Chart: ATLAS.ti visualization of high-frequency phrases from 2010 Pilot Study.
             Data Collected: 40 hours of videotaped individual interviews; from 50 candidates identified
             through purposeful and snowball sampling (Grinnell & Unrau, 2007; Rubin & Rubin, 1995)
10


    Breakdown of PUSD Participants, by Role
                                                                       Site Users
                                 District Office
                                                          Site          (primarily
          PUSD Role               and School                                         Total
                                                      Administration   secondary
                                     Board
                                                                       teachers)

        Intervention**
                                         4                    2            10         16
           Sessions


          Pilot Study                    6                    7            9          22


         Both Groups                     2                    2            7          11


         Either Group                    8                    7            12         27


          Estimated
                                        12                   14            81        107
          Population
**50 candidates identified through purposeful and snowball sampling
(Grinnell & Unrau, 2007; Rubin & Rubin, 1995)           10
Page 11



Data Collection and Analysis:
Group Narratives
Tools and Data Collection
•Audio recording of group sessions, field notes, secondary data
document archives (public and web-based)
•Post-session evaluation surveys
•Transcription, coding, pattern analysis


Pilot and Main Study Analytical Methods
•Word count and high-frequency phrase analysis (using ATLAS.ti)
•Narrative chunking/theme analysis (ATLAS.ti and other tools)
•Group analysis included patterns of agreement, additive narratives,
and protest/politics of humor and interactions
•Visual concept mapping with participants and later during analysis
12



Stages Exposed Different Facets of PUSD Values
  Action Research
                          Evidence            Results           Details
       Stage

                                        Cognition of text
      Session A       Narrative chunks,                     Mostly, with
                                        and systems and
    interventions     interplays, maps                    some push back
                                            routines
                                                                Some
                                             Focus on
      Session B       Narrative chunks,                      exceptions.
                                           economic and
    interventions        interplays                         Evidenced core
                                              political
                                                                values
                         Qualitative
                                                        Wide differences
                        answers to 7    Focus on self
    Post surveys                                        by cognition and
                      questions about and small actions
                                                             level
                       self and group

                                             Supportive
                                                            Impacts on small
                                           comments and
  Casual interfaces    Emails, coffee                          plans; no
                                            awareness of
                                                              momentum
                                          personal learning
Page 13

Example:
Narrative Shift from Session A to B: What is a cell phone?
 Session A1:
                                                                       .
   G.      What else is a cell phone?                                  02: Social network.
   05:             It’s a camera. ((lots of gently overlapping comments01: A reader. Like a Kindle. Access to…restaurants,
   here, as people try to add something))                              theater….hotels.
   G:              ((G’s cell phone alarm rings)) It’s a stupid alarm  04: GPS.
   clock.
                                                                       03: GPS.
   01:             Clock. Alarm.
                                                                       01: Locator.
   02:             It’s a way to consume and organize personal media.
                                                                       04: Tracking your children.
   05:             Phone book.
                                                                       01: Mapping.
   G:              Watch purchases are down 30% this year.
                                                                       02: I just got this. This is a Droid. I just got this, like, I don’t
   05:             It’s also a phone book.                             know, like a week ago, a week and a half ago. And it’s just like…
   03 and 01: Phone book.                                                I don’t even call it a phone. It’s a handheld computer.
   01:             Photo album.                                        G:     I haven’t heard any of you talk about it as a learning device
   05:             Photo album.                                        for your students yet. ((muffled reaction))
   01:             Music library                                       G:     Well, NO, that’s ((mumble))
                                                                       02: Distraction! ((laughter and loud multiple voices))




                                                                    26
Page 14


Surface Issues:
Lack of knowledge and ownership of alternative
narratives

•Lack of knowledge of each others' narratives
•Little vision into external options (only WASC and friends)
•Frustration with my including Learning Walks into technology narratives
 -- seeing usage shouldn't be counted as technology
•Almost no idea how other schools use tech, despite being only 2-5
 minute drives apart

Core Symptoms
• Void of narrative leadership: No one felt it is their job
• Limited fuel for new narratives and alternatives: No paths for new
  perspectives
Page 15


Deeper Themes and Frictions:
Stories and Routines Matched Core District Values

Narrative Driver    Stories                       Values


                                                  My time, not yours; existing
                    We don't have time;
Time                                              class time structures and
                    technology costs money
                                                  routines


                                                  Brand name technology,
Technology and
                    Technology costs money        limited measurement and re-
Perceived Resources
                                                  evaluation paths


                                                  Limited PBL or collaboration
                    Technology Heroes and
Identity; Power;                                  narratives; focus on
                    Pilots; student achievement
Teaching and                                      presentation and
                    narratives centered on
Success                                           measurement of textbook
                    testing and measurement
                                                  and test drivers
Page 16



Push Back:
Frictions to Assumptions under Appreciative Inquiry and Action Research


• Narratives rich in problem identification
  • Became a conflict with Appreciative Inquiry as a positive process


• Narratives shored with defenses from more powerful stakeholders
  • Did not deny existence or dysfunction of routines and narratives; instead
    defended the dysfunctions’ existence
  • Threaded politics through the narratives: interruption, talking over me as
    facilitator, taking over conversation from rest of group, speaking as the
    organization instead of self, not letting others give their POVs,
    condescending
Page 17



Missing Narratives:
Participants/Learners/Supporters
•Minimal consideration of issues of Hispanic student majority:

         In my halted and broken Spanish, [I] spoke with some parents about
         how to use School Loop and how it's available. . . . we broke some
         rules and put some Internet in the gym, so that we could have parents
         have access to School Loop with a teacher there. Because when we
         did it in the lab, nobody came over there because it was far away from
         where everybody else was meeting. (Site User 15)
•Thin consideration and few tales of principals, parents, students, and
community:
 • Parents [28 comments out of 2,500] as enforcers against teachers and
   students, not partners or learners
 • Students [110 comments] as learners of static, tested content and users
   of cell phones
 • Principals minimally in narratives [16 comments]
 • Community as source of money and hassle, and not contacts or
   resources
Page 18



Missing Narratives:
Teaching and Learning vs. Presenting and Measuring
• Focus on certain technology skills for teachers:
   • Presentation
   • Communication
   • Measuring and reporting student outcomes.
• Missing or thin narratives on new ways of teaching or learning:
   • Narratives about interactive whiteboards and School Loop focused on
     presentation and communication, not collaboration or connecting with
     external-world resources.

             It's... it's kind of confusing to me too. Like the role that
             schools ought to play. . . . Does it matter, who has access
             to the Internet? Like, which families do, which families
             don't? I... I mean, and if a lot of people do, does that
             change what goes on in my classroom? I don't know. (Site
             User 11, Session B)
Page 19



Model of Driving Factors
Narratives Drive Technology Frames and Organizational Learning
                                    New Influences



                                                               New Info




Feedback                                                     Discussion




                                           Drivers must change to broaden
                                           alternatives and routines:
                                           •New narrative leadership
                                           •Information flows/discussions
                                           •Friction from external forces
Page 20



Conclusions and Reflections:
Next Steps and What Happened Next
• PUSD leadership launched a new narrative and a new cycle of action research
    • CTO and Superintendent got School Board to fund a tiered rollout of iPad 1-to-1, starting
      with the principals, then senior faculty
    • Focused on changing narratives of principals, based largely on this study
    • New story created to skip missing technologies and aim for future needs
    • NOT investing in PD – using a story that teachers will figure this out for themselves
    • NOT creating action research methods of action, then testing – following historical
      narratives of change for the organization

• Smaller steps could supplement this work to encourage new narratives on a
 deeper level
    • Conscious changes and nudges around the routine changes and new organizational
      narratives, once these are recognized
    • Routines and habits of new evidence can be grown to seed new stories of change and
      opportunity; narratives can be intentionally planted to open new alternatives and
      reproduce pilots to create new options for change
    • Senior leaders can build understandings of their own personal roles in enhancing and
      guiding group narrative
    • Site Users’ focus on personal skill growth can be encouraged and built into peer groups
      and leaders

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REFRAMING TECHNOLOGY NARRATIVES TO ENERGIZE ORGANIZATIONAL CHANGE

  • 1. REFRAMING TECHNOLOGY NARRATIVES AND ROUTINES TO ENERGIZE ORGANIZATIONAL CHANGE Gigi L. Johnson, Ed.D. This research was supported in part by a Fielding Research Grant Award Maremel Institute gigi@maremel.com @maremel @gigijohnson
  • 2. Page 2 Abstract: Educational Technology as dialogic OD in Action Research Computer-enhanced educational technology penetration has reached high levels in many U.S. public school districts, while educational use of computers in classrooms for student learning has stayed relatively low. Many researchers have blamed teacher beliefs and implementation problems. This action research study approached the gap from a different direction: how do decision makers consider technology alternatives for classrooms before decisions are even made? This qualitative study explored how educational organizations can use their own narratives to better understand their decisions, as well as to create capacity for stronger technology-enriched learning in the classroom. Through five intervention workshops in January 2011 across a K-12 school district, I worked with 16 stakeholders to examine, understand, and engage narratives that I had gathered in a 2010 district pilot study.
  • 3. Page 3 Abstract (Continued): Routines and Frictions Matched Values in Organization • On the positive side, the intervention spurred intent for personal change processes from some of the individuals. It also identified narratives that restrained change. Those restraining narratives linked with district values that reinforced technology as (a) time consuming, (b) expensive, and (c) not part of the core teaching mission. Most other alternatives were missing from consideration, as were considerations and stories of students as technology users. Organizational leaders did not see that they had any responsibilities to encourage new routines, alternatives, and narratives about a positive-focused future using technology. • From these insights, I posed a model of how narrative drivers affect alternatives and routines around technology and other organizational decisions. This approach resulted in a new model, combining theories at the intersection of organizational routines and decision making, narrative research, and technology frames, and organizational cognition. I provided further suggestions for actions at the intervention site, as well as further research directions at this intersection of organizational narratives, decision-making, and social actions involving technology and education.
  • 4. Page 4 Problem: Research Bridging a Gap Question • Centralized educational technology systems have penetrated more than How can 80% of U.S. School districts (CDW- educational G, 2006; Ertmer & Ottenbreit- organizations Leftwich, 2010) • In-class educational technology is use their own available to 1/4 to 2/3 of students narratives to (CDW-G, 2010; Gray, Thomas, & better understand Lewis, 2010) • Researchers have focused on their decisions and causes of the gap in teaching to create capacity implementation, including teacher for stronger beliefs (e.g., Ertmer, 2005) and adoption design flaws (e.g., Bates & technology- Poole, 2003) enriched learning in the classroom?
  • 5. Page 5 Expanding the Research Question with Subquestions: Building Understanding + Capacity Building Understanding: • What are the drivers for educational organizations to make technology choices? • How do their decision-making routines limit alternatives around technology choices? • What are the factors in technology use, beliefs, and assumptions that differ from or are subsets of other types of decisions, and how do they interplay with these routines? Building Capacity for Change: • How can organizational narratives be used for its members to gain insights into their values and routines? • How can those narratives be used to affect technology frames and improve organizational learning about how to achieve different, desired technology results?
  • 6. Page 6 Structuration + Technology Frames: Stories Building to Understood Structure Structuration Impacts •Legitimization: Authority •Signification: Naming rules •Domination: Money Organizational and Power Structuration Technology Frames: Orlikowski & Gash,1994 Structuration: Giddens, 1979; Barley, 1986; Orlikowski & Robey, 1991
  • 7. Page 7 Exploring the Overlap Between Diverse Theory Frameworks Stories driving technology routines
  • 8. Page 8 Research Design: An Action Research Cycle with Peterson Unified** Action Research (e.g., Stringer, 2007) Appreciative Inquiry (Cooperrider & Srivastva, 1987): Choose, discover, dream, design, destiny (Ludema, Cooperrider, & Barrett, 2001) Discussions Recommendations Narrative Analysis: engaging stories with the group. Dialogic organizational Post-Session development (OD) (Bushe Intervention Survey & Marshak, 2009) and organizational discourse Narrative analysis (Marshak & Grant, 2008) cultures of inquiry (vs. diagnostic OD) Scenario Thinking: **PUSD; A pseudonym (Ertel et al., 2007; Scearce & Fulton, 2004; Schwartz, 2007): Orienting; exploring on critical uncertainties and pre-determined used throughout environmental elements; and synthesizing views into scenarios.
  • 9. Page 9 Engaging Themes from 2010 Pilot: 22 PUSD Individual Stakeholder Reflections • Missing stories • Repeated patterns of • Time limited follow-through, • Identity measurement, reflection, and • Brand as cognitive evaluation shortcut • Change: non-ownership of • Social recognition of routines Technology Heroes and • Salesperson as narrator pilots and provider of • Missing boundary alternatives spanners and information pathways Chart: ATLAS.ti visualization of high-frequency phrases from 2010 Pilot Study. Data Collected: 40 hours of videotaped individual interviews; from 50 candidates identified through purposeful and snowball sampling (Grinnell & Unrau, 2007; Rubin & Rubin, 1995)
  • 10. 10 Breakdown of PUSD Participants, by Role Site Users District Office Site (primarily PUSD Role and School Total Administration secondary Board teachers) Intervention** 4 2 10 16 Sessions Pilot Study 6 7 9 22 Both Groups 2 2 7 11 Either Group 8 7 12 27 Estimated 12 14 81 107 Population **50 candidates identified through purposeful and snowball sampling (Grinnell & Unrau, 2007; Rubin & Rubin, 1995) 10
  • 11. Page 11 Data Collection and Analysis: Group Narratives Tools and Data Collection •Audio recording of group sessions, field notes, secondary data document archives (public and web-based) •Post-session evaluation surveys •Transcription, coding, pattern analysis Pilot and Main Study Analytical Methods •Word count and high-frequency phrase analysis (using ATLAS.ti) •Narrative chunking/theme analysis (ATLAS.ti and other tools) •Group analysis included patterns of agreement, additive narratives, and protest/politics of humor and interactions •Visual concept mapping with participants and later during analysis
  • 12. 12 Stages Exposed Different Facets of PUSD Values Action Research Evidence Results Details Stage Cognition of text Session A Narrative chunks, Mostly, with and systems and interventions interplays, maps some push back routines Some Focus on Session B Narrative chunks, exceptions. economic and interventions interplays Evidenced core political values Qualitative Wide differences answers to 7 Focus on self Post surveys by cognition and questions about and small actions level self and group Supportive Impacts on small comments and Casual interfaces Emails, coffee plans; no awareness of momentum personal learning
  • 13. Page 13 Example: Narrative Shift from Session A to B: What is a cell phone? Session A1: . G. What else is a cell phone? 02: Social network. 05: It’s a camera. ((lots of gently overlapping comments01: A reader. Like a Kindle. Access to…restaurants, here, as people try to add something)) theater….hotels. G: ((G’s cell phone alarm rings)) It’s a stupid alarm 04: GPS. clock. 03: GPS. 01: Clock. Alarm. 01: Locator. 02: It’s a way to consume and organize personal media. 04: Tracking your children. 05: Phone book. 01: Mapping. G: Watch purchases are down 30% this year. 02: I just got this. This is a Droid. I just got this, like, I don’t 05: It’s also a phone book. know, like a week ago, a week and a half ago. And it’s just like… 03 and 01: Phone book. I don’t even call it a phone. It’s a handheld computer. 01: Photo album. G: I haven’t heard any of you talk about it as a learning device 05: Photo album. for your students yet. ((muffled reaction)) 01: Music library G: Well, NO, that’s ((mumble)) 02: Distraction! ((laughter and loud multiple voices)) 26
  • 14. Page 14 Surface Issues: Lack of knowledge and ownership of alternative narratives •Lack of knowledge of each others' narratives •Little vision into external options (only WASC and friends) •Frustration with my including Learning Walks into technology narratives -- seeing usage shouldn't be counted as technology •Almost no idea how other schools use tech, despite being only 2-5 minute drives apart Core Symptoms • Void of narrative leadership: No one felt it is their job • Limited fuel for new narratives and alternatives: No paths for new perspectives
  • 15. Page 15 Deeper Themes and Frictions: Stories and Routines Matched Core District Values Narrative Driver Stories Values My time, not yours; existing We don't have time; Time class time structures and technology costs money routines Brand name technology, Technology and Technology costs money limited measurement and re- Perceived Resources evaluation paths Limited PBL or collaboration Technology Heroes and Identity; Power; narratives; focus on Pilots; student achievement Teaching and presentation and narratives centered on Success measurement of textbook testing and measurement and test drivers
  • 16. Page 16 Push Back: Frictions to Assumptions under Appreciative Inquiry and Action Research • Narratives rich in problem identification • Became a conflict with Appreciative Inquiry as a positive process • Narratives shored with defenses from more powerful stakeholders • Did not deny existence or dysfunction of routines and narratives; instead defended the dysfunctions’ existence • Threaded politics through the narratives: interruption, talking over me as facilitator, taking over conversation from rest of group, speaking as the organization instead of self, not letting others give their POVs, condescending
  • 17. Page 17 Missing Narratives: Participants/Learners/Supporters •Minimal consideration of issues of Hispanic student majority: In my halted and broken Spanish, [I] spoke with some parents about how to use School Loop and how it's available. . . . we broke some rules and put some Internet in the gym, so that we could have parents have access to School Loop with a teacher there. Because when we did it in the lab, nobody came over there because it was far away from where everybody else was meeting. (Site User 15) •Thin consideration and few tales of principals, parents, students, and community: • Parents [28 comments out of 2,500] as enforcers against teachers and students, not partners or learners • Students [110 comments] as learners of static, tested content and users of cell phones • Principals minimally in narratives [16 comments] • Community as source of money and hassle, and not contacts or resources
  • 18. Page 18 Missing Narratives: Teaching and Learning vs. Presenting and Measuring • Focus on certain technology skills for teachers: • Presentation • Communication • Measuring and reporting student outcomes. • Missing or thin narratives on new ways of teaching or learning: • Narratives about interactive whiteboards and School Loop focused on presentation and communication, not collaboration or connecting with external-world resources. It's... it's kind of confusing to me too. Like the role that schools ought to play. . . . Does it matter, who has access to the Internet? Like, which families do, which families don't? I... I mean, and if a lot of people do, does that change what goes on in my classroom? I don't know. (Site User 11, Session B)
  • 19. Page 19 Model of Driving Factors Narratives Drive Technology Frames and Organizational Learning New Influences New Info Feedback Discussion Drivers must change to broaden alternatives and routines: •New narrative leadership •Information flows/discussions •Friction from external forces
  • 20. Page 20 Conclusions and Reflections: Next Steps and What Happened Next • PUSD leadership launched a new narrative and a new cycle of action research • CTO and Superintendent got School Board to fund a tiered rollout of iPad 1-to-1, starting with the principals, then senior faculty • Focused on changing narratives of principals, based largely on this study • New story created to skip missing technologies and aim for future needs • NOT investing in PD – using a story that teachers will figure this out for themselves • NOT creating action research methods of action, then testing – following historical narratives of change for the organization • Smaller steps could supplement this work to encourage new narratives on a deeper level • Conscious changes and nudges around the routine changes and new organizational narratives, once these are recognized • Routines and habits of new evidence can be grown to seed new stories of change and opportunity; narratives can be intentionally planted to open new alternatives and reproduce pilots to create new options for change • Senior leaders can build understandings of their own personal roles in enhancing and guiding group narrative • Site Users’ focus on personal skill growth can be encouraged and built into peer groups and leaders